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For a new report, a consultant needs to build a data model with three different tables, including two that contain hierarchies of locations and products. The third
table contains detailed warehousing data from all locations across six countries. The consultant uses Tableau Cloud and the size of the third table excludes
using an extract.
What is the most performant approach to model the data for a live connection?
For a performant live connection in Tableau Cloud, especially when dealing with large datasets that preclude the use of extracts, relating the tables in Tableau Desktop is the recommended approach. This method allows for flexibility in how the data is queried and can improve performance by leveraging Tableau's relationships feature, which optimizes queries for the underlying database.
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?
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.
A client has many published data sources in Tableau Server. The data sources use the same databases and tables. The client notices different departments
give different answers to the same business questions, and the departments cannot trust the data. The client wants to know what causes data sources to return
different data.
Which tool should the client use to identify this issue?
The Tableau Catalog is part of the Tableau Data Management Add-on and is designed to help users understand the data they are using within Tableau. It provides a comprehensive view of all the data assets in Tableau Server or Tableau Online, including databases, tables, and fields. It can help identify issues such as data quality, data lineage, and impact analysis. In this case, where different departments are getting different answers to the same business questions, the Tableau Catalog can be used to track down inconsistencies and ensure that everyone is working from the same, reliable data source.
When different departments report different answers to the same business questions using the same databases and tables, the issue often lies in how data is being accessed and interpreted differently across departments. Tableau Catalog, a part of Tableau Data Management, can be used to solve this problem:
Visibility: Tableau Catalog gives visibility into the data used in Tableau, showing users where data comes from, where it's used, and who's using it.
Consistency and Trust: It helps ensure consistency and trust in data by providing detailed metadata management that can highlight discrepancies in data usage or interpretation.
Usage Metrics and Lineage: It offers tools for tracking usage metrics and understanding data lineage, which can help in identifying why different departments might see different results from the same underlying data.
Tableau Catalog Usage: The Catalog is instrumental in providing a detailed view of the data environment, allowing organizations to audit, track, and understand data discrepancies across different users and departments.
From the desktop, open the CC workbook.
Open the City Pareto worksheet.
You need to complete the Pareto chart to show the percentage of sales compared to the percentage of cities. The chart must show references lines to visualize how the data compares to the Pareto principle.
From the File menu in Tableau Desktop, click Save.
To complete the Pareto chart in the 'City Pareto' worksheet of your Tableau Desktop and add reference lines to illustrate how the data compares to the Pareto principle, 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 City Pareto worksheet by selecting its tab at the bottom of the window.
Construct the Pareto Chart:
Ensure that sales data is aggregated by city. If not, drag the 'City' dimension to the Columns shelf and the 'Sales' measure to the Rows shelf.
Sort the sales data in descending order to properly align the cities according to their sales contribution.
To create a running total of sales, right-click on the 'Sales' measure on the Rows shelf, select 'Quick Table Calculation', and choose 'Running Total'.
Drag the 'Number of Records' field to the Rows shelf next to the Sales running total. Right-click on it, select 'Quick Table Calculation', and choose 'Running Total'. Set its calculation to 'Percent of Total' from the 'Edit Table Calculation' option to represent the percentage of cities.
Add Reference Lines for the Pareto Principle:
Click on the Analytics tab in the sidebar.
Drag a 'Reference Line' element and drop it onto the chart area.
Set the Reference Line for the Sales axis at 80% to represent the typical Pareto cutoff where 80% of effects come from 20% of causes.
Add another Reference Line on the axis representing the percentage of cities, set at 20%, to visually assess the Pareto principle.
Adjust the Appearance of the Chart:
Format the reference lines by right-clicking on them, selecting 'Edit', and choosing a distinct style or color to make them stand out.
Ensure the chart is clear and labels are appropriately adjusted for easy understanding of the data visualization.
Save Your Changes:
From the File menu, click 'Save' to ensure all your changes are stored.
Tableau Help: Offers detailed guidance on creating Pareto charts and adding reference lines.
Tableau Visualization Best Practices: Provides tips on effectively displaying cumulative data and principles such as Pareto.
By following these steps, you will have successfully enhanced the City Pareto worksheet to include a complete Pareto chart with reference lines that illustrate how the sales data compares to the Pareto principle, making it easier to analyze and communicate the distribution of sales across cities.
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?
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.
