A client builds a dashboard that presents current and long-term stock measures. Currently, the data
is at a daily level. The data presents as a bar chart that
presents monthly results over current and previous years. Some measures must present as monthly
averages.
What should the consultant recommend to limit the data source for optimal performance?
B
Explanation:
For optimal performance, it is recommended to limit the data to what is necessary for analysis,
which in this case would be the current and previous years. Moving the calculation of averages to the
data layer and aggregating the dates to a monthly level will reduce the granularity of the data,
thereby improving the performance of the dashboard.
This approach aligns with best practices for
optimizing workbook performance in Tableau, which suggest simplifying the data model and
reducing the number of records processed12
.
Reference: The recommendation is based on the guidelines provided in Tableau’s official
documentation on optimizing workbook performance, which includes tips on data management and
aggregation for better performance12
.
A consultant builds a report where profit margin is calculated as SUM([Profit]) / SUM([Sales]). Three
groups of users are organized on Tableau Server with the
following levels of data access that they can be granted.
. Group 1: Viewers who cannot see any information on profitability
. Group 2: Viewers who can see profit and profit margin
. Group 3: Viewers who can see profit margin but not the value of profit
Which approach should the consultant use to provide the required level of access?
C
Explanation:
The approach of using user filters to control access to data on profitability for Groups 2 and 3,
combined with a calculated field that restricts the visibility of profit value to only Group 2, aligns with
Tableau’s best practices for managing content permissions. This method ensures that each group
sees only the data they are permitted to view, with Group 1 not seeing any profitability information,
Group 2 seeing both profit and profit margin, and Group 3 seeing only the profit margin without the
actual profit values.
This setup can be achieved through Tableau Server’s permission capabilities,
which allow for detailed control over what each user or group can see and interact with12
.
Reference: The solution is based on the capabilities and permission rules that are part of Tableau
Server’s security model, as detailed in the official Tableau documentation12
. These resources provide
guidance on how to set up user filters and calculated fields to manage data access levels effectively.
A company has a data source for sales transactions. The data source has the following characteristics:
. Millions of transactions occur weekly.
. The transactions are added nightly.
. Incorrect transactions are revised every week on Saturday.
· The end users need to see up-to-date data daily.
A consultant needs to publish a data source in Tableau Server to ensure that all the transactions in
the data source are available.
What should the consultant do to create and publish the data?
A
Explanation:
Given the need for up-to-date data on a daily basis and weekly revisions, the best approach is to use
an incremental extract refresh daily to update the data source with new transactions. On Saturdays,
when incorrect transactions are revised, a full extract refresh should be performed to incorporate all
revisions and ensure the data’s accuracy.
This strategy allows end users to have access to the most
current data throughout the week while also accounting for any necessary corrections12
.
Reference: The solution is based on best practices for managing data sources in Tableau Server, which
recommend using incremental refreshes for frequent updates and full refreshes when significant
changes or corrections are made to the data12
.
A Tableau Cloud client has requested a custom dashboard to help track which data sources are used
most frequently in dashboards across their site.
Which two actions should the client use to access the necessary metadata? Choose two.
BC
Explanation:
To track which data sources are used most frequently across a site in Tableau Cloud, the client should
use the GraphiQL engine and the Metadata API.
The GraphiQL engine allows for interactive
exploration of the metadata, making it easier to construct and test queries1
.
The Metadata API
provides access to metadata and lineage of external assets used by the content published to Tableau
Cloud, which is essential for tracking data source usage2
.
Reference: The actions are based on the capabilities of the GraphiQL engine and the Metadata API as
described in Tableau’s official documentation and learning resources321
.
A client wants to report Saturday and Sunday regardless of the workbook's data source's locale
settings.
Which calculation should the consultant recommend?
D
Explanation:
The calculation DATEPART('iso-weekday', [Order Date])=1 or DATEPART('iso-weekday', [Order
Date])=7 is recommended because the ISO standard considers Monday as the first day of the week
(1) and Sunday as the last day (7). This calculation will correctly identify Saturdays and Sundays
regardless of the locale settings of the workbook’s data source, ensuring that the report includes
these days as specified by the client.
Reference: The use of the ‘iso-weekday’ part in the DATEPART function is consistent with the ISO
8601 standard, which is independent of locale settings.
This approach is supported by Tableau’s
documentation on date functions and their behavior with different locale settings123
.
To accurately identify weekends across different locale settings, using the 'iso-weekday' component
is reliable as it is consistent across various locales:
ISO Weekday Function: The ISO standard treats Monday as the first day of the week (1), which makes
Sunday the seventh day (7). This standardization helps avoid discrepancies in weekday calculations
that might arise due to locale-specific settings.
Identifying Weekends: The calculation checks if the 'iso-weekday' part of the date is either 1 (Sunday)
or 7 (Saturday), thereby correctly identifying weekends regardless of the locale settings.
Reference:
Handling Locale-Specific Settings: Using ISO standards in date functions allows for uniform results
across systems with differing locale settings, essential for consistent reporting in global applications.
A client uses Tableau Data Management and notices that when they view a data source, they
sometimes see a different count of workbooks in the Connected
Workbooks tab compared to the lineage count in Tableau Catalog.
What is the cause of this discrepancy?
C
Explanation:
The discrepancy between the count of workbooks in the Connected Workbooks tab and the lineage
count in Tableau Catalog can occur because of user permissions. In Tableau Data Management, the
visibility of connected workbooks is subject to the permissions set by administrators. If a user does
not have permission to view certain workbooks, they will not see them listed in the Connected
Workbooks tab, even though these workbooks are part of the data source’s lineage and are counted
in Tableau Catalog.
Reference: This explanation is based on the functionality of Tableau Data Management and Tableau
Catalog, which includes managing user permissions and access to workbooks.
The information is
supported by Tableau’s official documentation on data management and security practices1
.
A new Tableau user created a simple dashboard on Tableau Server using supply chain data. Now, the
user wants to know if they created the dashboard in
accordance with specific performance best practices.
Which approach should the consultant recommend for the client to make this determination?
D
Explanation:
The Workbook Optimizer is a tool specifically designed to evaluate a workbook against performance
best practices. It provides feedback on key design characteristics and offers concrete guidance on
how to improve workbook performance.
This tool is beneficial for both new and experienced Tableau
users to ensure their dashboards are optimized for performance1
.
Reference: The Workbook Optimizer’s functionality is detailed in Tableau’s official documentation,
which explains how it assesses workbooks against a set of rules derived from best practices1
.
Additionally, the Performance Recording feature in Tableau Desktop and Server can be used to
identify performance issues, but the Workbook Optimizer gives a more comprehensive analysis of
the workbook’s adherence to best practices23
.
A client creates a report and publishes it to Tableau Server where each department has its own user
group set on the server. The client wants to limit visibility of
the report to the sales and marketing groups in the most efficient manner.
Which approach should the consultant recommend?
A
Explanation:
The most efficient way to limit report visibility to specific user groups on Tableau Server is to manage
permissions directly on the server. By granting access to the report only to the sales and marketing
user groups, the client ensures that only members of these groups can view the report. This method
is straightforward and does not require the additional steps involved in setting up row-level security
or user filters.
Reference: The approach is supported by best practices in managing user permissions and visibility
on Tableau Server, as described in the Tableau Community and official Tableau resources12
.
A client wants to provide sales users with the ability to perform the following tasks:
· Access published visualizations and published data sources outside the company network.
· Edit existing visualizations.
· Create new visualizations based on published data sources.
. Minimize licensing costs.
Which site role should the client assign to the sales users?
A
Explanation:
The Explorer (can publish) site role in Tableau is designed for users who need to access, edit, and
create visualizations based on published data sources, even when they are outside the company
network. This role allows users to perform web editing and save their work, making it suitable for
sales users who need these capabilities. It is also a cost-effective option as it does not require the full
capabilities and associated costs of the Creator license.
Reference: The information about the Explorer (can publish) role and its capabilities can be found in
the official Tableau documentation on site roles and permissions12
.
This role is appropriate for users
who need to interact with published content and create new visualizations without the need for full
site administration or advanced content creation tools that come with the Creator role3
.
A client notices that several groups are sharing content across divisions and are not complying with
their data governance strategy. During a Tableau Server
audit, a consultant notices that the asset permissions for the client's top-level projects are set to
"Locked," but that "Apply to Nested Projects" is not checked.
The consultant recommends checking "Apply to Nested Projects" to enforce compliance.
Which impact will the consultant's recommendation have on access to the existing nested projects?
B
Explanation:
When “Apply to Nested Projects” is checked in Tableau Server, the permission rules set at the top-
level project are enforced for all assets in the project and all nested projects. This means that any
custom access previously granted to nested projects will be overridden, and the permissions will
revert to those defined at the top-level project. This action ensures consistent application of the data
governance strategy across all divisions.
Reference: The impact of checking “Apply to Nested Projects” is detailed in Tableau’s official
documentation, which explains how locked nested projects can be used to govern site content with
greater flexibility and efficiency12
.