Analytics-Con-301 Exam Dumps - Salesforce Certified Tableau Consultant

To add a line showing the cumulative percentage of sales contributed by each product to the incremental sales in the Incremental worksheet of your Tableau Desktop, follow these detailed steps:

Open the CC Workbook and Access the Worksheet:

From the desktop, double-click on the CC workbook to open it in Tableau Desktop.

Navigate to the Incremental worksheet by clicking on its tab at the bottom of the window.

Calculate Cumulative Sales Percentage:

Create a new calculated field to compute the cumulative percentage of sales. Right-click in the Data pane and select 'Create Calculated Field'.

Name this field "Cumulative Sales Percentage".

Enter the following formula to calculate the running sum of sales as a percentage of the total sales:

(RUNNING_SUM(SUM([Sales])) / TOTAL(SUM([Sales])) [Sales]))

Click 'OK' to save the calculated field.

Add the Cumulative Sales Percentage Line to the Chart:

Drag the "Cumulative Sales Percentage" field to the Rows shelf, placing it next to the existing Sales measure.

Ensure that the cumulative line appears as a continuous line. Right-click on the "Cumulative Sales Percentage" field on the Rows shelf, select 'Change Chart Type', and choose 'Line'.

Adjust the axis to synchronize or dual-axis if necessary. Right-click on the axis of the "Cumulative Sales Percentage" and select 'Synchronize Axis' if it's on a dual-axis setup.

Format the Cumulative Sales Percentage Line:

Click on the "Cumulative Sales Percentage" line in the visualization.

Navigate to the 'Format' pane to adjust the line style, thickness, and color to make it distinct from other data in the chart.

Save Your Changes:

From the File menu, click 'Save' to ensure all your changes are stored.

To shape the data in the "US Population Estimates" data source and enter the total number of records into the "Total Records" parameter in Tableau Desktop, follow these steps:

Open the CC Workbook and Access the Worksheet:

From the desktop, double-click on the CC workbook to open it in Tableau Desktop.

Navigate to the Population worksheet by selecting its tab at the bottom of the window.

Format and Shape the Data:

Ensure the data types match those specified in the requirements: Sex, Origin, Race as strings; Year, Age, Population as whole numbers.

To verify or change the data type, click on the dropdown arrow next to each field name in the Data pane and select "Change Data Type" if necessary.

Calculate Total Number of Records:

Create a new calculated field named "Total Records". To do this, right-click in the Data pane and select "Create Calculated Field".

Enter the formula COUNT([Record ID]) or SUM([Number of Records]) depending on how the data source identifies each row uniquely.

Drag this new calculated field onto the worksheet to display the total number of records.

Enter the Value into the Total Records Parameter:

Locate the "Total Records" parameter in the Data pane. Right-click on the parameter and select "Edit".

Manually enter the number displayed from the calculated field into the parameter, ensuring accuracy to meet the data shaping requirement.

Save Your Changes:

From the File menu, click 'Save' to ensure all your changes are stored.

For a client who needs a daily visualization of widget inventory but cannot modify the data warehouse structure, the best approach is to use Tableau Prep to add new rows. Tableau Prep can be used to manipulate the existing dataset by adding missing date entries and appropriately adjusting inventory counts based on available data. This allows the creation of a complete daily snapshot for visualization without needing changes to the underlying database structure.

To ensure that users automatically see Tableau views of regional sales filtered by customer as they sign into Salesforce, embedding the views directly into Salesforce is most effective:

Embedding Views: Tableau provides capabilities to embed its dashboards into web applications such as Salesforce. This approach ensures that the visualization is part of the Salesforce user interface, enhancing user experience by not requiring users to navigate away from Salesforce to view the data.

Implement this by using Tableau's embedding code, which can be generated from the Tableau Server for each specific view. Place this embed code into the Salesforce Visualforce pages or use Salesforce Canvas to integrate these views seamlessly.

This setup allows the Tableau views to inherit user credentials from Salesforce, enabling personalized data visualization based on the user's access rights and region, directly aligned with their Salesforce login session.

References

The embedding technique is documented in both Tableau's and Salesforce's official integration guides, which provide step-by-step instructions on embedding Tableau views into Salesforce platforms.

To optimize the dashboard rendering, particularly when dealing with a large dataset, a filter action is the most effective tool. Here's why the specified choice is optimal:

Add a filter action: This action creates a direct filter on the detail table based on the selection in the bar chart. It ensures that only data related to the selected sub-category is loaded into the table, significantly reducing load time and improving performance.

Set "Run action on" to Select: This setting means the filter action will be triggered as soon as the user selects a bar in the bar chart. Immediate activation of the filter ensures that the dashboard is interactive and responsive.

Set "Clearing the selection will" to Exclude all values: When the selection is cleared, this setting ensures that no data is shown, which avoids loading the entire dataset unnecessarily. This maintains performance when no sub-category is actively selected.

References

This strategy follows Tableau’s performance best practices by using actions to limit the amount of data processed and rendered, as detailed in the Tableau User Guide and training materials on Dashboard Actions for optimizing large datasets.

To calculate the Total Sales Value for all categories as displayed in the table, an LOD expression is ideal. An LOD calculation in Tableau allows you to compute values at the data level that is different from the view level. In this case, since the Total Sales Value appears consistent across different sub-categories within each category, an LOD expression can be used to fix the Total Sales Value irrespective of the sub-category detail. Here's how to set it up:

Go to the Calculations area by right-clicking in the data pane and selecting "Create Calculated Field".

Enter a name for the calculation, such as "Total Sales Value".

Enter the LOD expression: { FIXED [Category] : SUM([Sales]) }. This calculation fixes the total sales to the category level, effectively summing sales for all sub-categories within each category, irrespective of how the data is broken down in the view.

Drag this new calculated field into your visualization alongside the existing measures.

This method ensures that the Total Sales Value reflects the total for each category across all its sub-categories, matching the uniform values shown across different rows for each category in your table.

References

The explanation utilizes the concept of Level of Detail calculations in Tableau, which allows for advanced aggregations independent of the view level details. This concept is covered extensively in Tableau's official documentation and relevant training materials such as Tableau's online help resources.

To visualize the path students take as they change majors across different grade levels, a Sankey Diagram is highly effective. This type of visualization illustrates the flow and quantity between different stages or categories:

Sankey Diagram: It allows for a visual representation of students' movements between majors over time. Each flow's thickness is proportional to the number of students moving from one major to another, giving a clear, immediate visual cue of major popularity and student migration patterns.

To create a Sankey Diagram in Tableau, you typically need to prepare the data specifically for this type of chart. The data must include source (starting major), target (ending major), and the value (number of students). It often requires custom calculations and data reshaping to get the data in a format that a Sankey can use.

Once the data is prepared, you can use a combination of calculated fields, path binning, and line charts to simulate the flow effect in Tableau. External plugins or web-based integrations might also be employed for more direct implementations.

References

Sankey Diagrams are not natively supported in Tableau but can be implemented through creative use of data preparation and calculations, as suggested in advanced Tableau user communities and demonstrated in various Tableau public galleries.

For modeling shipping costs based on varying vendor contracts and ensuring speed in dashboard performance, the suggested approach involves:

Calculated Field with Parameter: Utilize a calculated field that dynamically references a user-selected parameter for the shipping vendor. This parameter adjusts the cost calculations based on selected vendor characteristics (like volume and speed).

Aggregate Results: After calculating individual shipping costs, aggregate these costs to provide a concise, summarized view of potential expenses for the upcoming week. This method ensures the dashboard remains performant by reducing the load of processing individual line items in real-time.

Why This Works: By using parameters and calculated fields, the dashboard can quickly adapt to user inputs without needing to re-query the entire dataset. Aggregating the results further improves performance and user experience by simplifying the output.

References

This strategy leverages Tableau's capability to handle dynamic calculations with parameters and is recommended for scenarios where performance and user-driven interaction are priorities. Tableau’s performance optimization resources and dashboard design guidelines detail these techniques.