Tableau Certified Consultant – Exam 1 – Free

Solution

Embed tableau dashboard in the Salesforce

You can easily embed Tableau views into Salesforce Lightning pages using the Tableau Viz Lightning web component that is available from the Salesforce AppExchange. When you edit a Lightning page, you simply drag and drop the Tableau Viz Lightning web component onto the page and then provide the URL for the Tableau view. You can embed Tableau views from Tableau Server, Tableau Cloud, or Tableau Public. The Tableau Viz Lightning web component supports all versions of Tableau. Using the Tableau Viz Lightning web component, Salesforce administrators and developers can quickly integrate Tableau dashboard into Salesforce pages.

We strongly recommend to read the article given below in full as you can expect more questions related to Salesforce and Tableau in the exam

For Reference see the link below

https://help.tableau.com/current/pro/desktop/en-us/embed_ex_lwc.htm

Solution

You can get this information either through connecting Tableau Repository or by using the pre-built admin views. Since in the question they are asking to develop a custom dashboard that can done by connecting to Tableau Repository and using it as a data source so appropriate answer would be through connecting Tableau Repository

We recommend you study the following two article to enhance your exposure for the topic

https://community.tableau.com/s/question/0D54T00000C5SCsSAN/how-to-find-data-source-access-views-count-from-repository

https://help.tableau.com/current/server/en-us/adminview_datasources.htm

Solution

User the Relations to get the correct results

As questions shows that data in both tables have many to many relation so using RELATION would be an appropriate option for the given scenario

Solution

You can advise the client to suggest using Tableau reader to view your packaged files for the dashboards to view

Solution

Download the Previous version, refresh it and upload again.

For a variety of reasons—for example, extracts commonly are on refresh schedules—a previous revision of a data source will not include the extract as it was published at the time. To restore the extract, you can download the previous revision of the data source (in .tdsx format), open it in Tableau Desktop, and re-publish the extract.

We recommend reading this article

https://help.tableau.com/current/pro/desktop/en-us/qs_revision_history.htm

Solution

Split Function of the Tableau Desktop

we recommend the following article to further enhance your knowledge

https://help.tableau.com/current/pro/desktop/en-us/split.htm

Solution

Extract based on the Full refresh is suitable for the given scenario

Solution

1 instance and three site would be appropriate option for the given scenario

We recommend the following article to go through for enhancing your knowledge on the blue prints topic

https://help.tableau.com/current/blueprint/en-us/bp_move_to_cloud.htm

Solution

For a detailed understanding of the topic, refer the article below

https://help.tableau.com/current/server/en-us/perf_collect_server_repo.htm?_gl=1*mk74sv*_ga*NDAzODUyNDY2LjE3MDU3MTg1NDg.*_ga_8YLN0SNXVS*MTcwNTc2Nzg5OS4yLjEuMTcwNTc3MDI4Ny4wLjAuMA..

Solution

Permission will not applicable to the users unless they logoff and login

This is a very important topic and more questions can be expected from this topic, we recommend to go through following link to have more knowledge and grip on the subject

https://help.tableau.com/current/server/en-us/permissions_projects.htm

Solution

Ask them to certify the published data sources

Solution
Create Inner Join of Orders and Returns Sheet.

Put Product Category on Columns and Region on Rows

Now Put Sales on Columns along with Product Category as shown below. From this view, It is clear that South Region has maximum Returns for Furniture category

Solution
Select Customer Name field and click on Set Option as shown below

Select the top option as shown below and click ok, it will create a set with name ‘Top 10 Customers By Profit’

Put Order Date field on Filters shelf

Select the year 2012

Put this filter to context

Put Set ‘Top 10 Customers By Profit’ on Rows shelf

Create calculated field ‘Profit Ratio’

Put Profit Ratio field on Text in the Marks card. It show that For Top 10 Customers Percentage value is 40.64 %.

Solution
Put Sales on the Rows shelf

Click on Show Me

Click on Histogram

It will create the default Sales Bin in the Datapane

Right Click on Sales Bin in data pane and edit the Bin Size to 1000

Put Order Date on Filters and select the Year 2013

Create calculated field Profit Ratio

Put calculated field ‘Profit Ratio’ on Text on Marks Card and make its format to percentage

Going through the values, it’s clear that Sales Bin 11K has value more than 45 %

Tooltip show the Profit Ratio as 47.64 which is greater than 45 %

Solution

Tableau catalog is an option to index all the content on the Tableau site, including workbooks, data sources, and flows.

Solution

Put Order Date on Filter and select 2013

Put Product Category and Region on Details in Marks Card

Following view will be shown

It’s clear from the graph that Product Category ‘Furniture’ in Region ‘West’ is facing losses.

Solution 2
Put Product Sub Category on Rows and sum of Profit on Columns

Create calculated field with following formula to get 30 percent of sales

Put filter of Region and select East

Put newly created calculated field ‘Target Profit Margin’ field on Detail in the Marks card

The view looks like this now

Put right click on axis and select the Add reference line option

Select the following option

From the view it is clear that ‘Binders and Binder Accessories’ and ‘Envelopes’ have crossed the target profit margin.

Solutions

Create datasource for Sales 2016 excel file

Click on Add Link to make cross join with Products File

Select the More Option

Select the Products 2016. csv file. It will create the connection of Both Products and Sales files as follows

On the New sheet, Put Sum of Sales on Columns and Product Name on Rows shelf

Put Sales Measure on Filters and give range from 3000 to 4000 and Put Order Date on Filters and select the Month October 2012.
This show the Product Name ‘Sauder Classic Bookcase, Metal’ from the given option

Solution
Create Cross Join for both data files

Put Order Date on Columns and Category on Rows Shelf

Now Put Sales on Text on Marks Card

Select the Sales in Marks Card and right click to select the Percentage difference table calculation

It will show year wise percentage difference for every category. Clearly shown that in year 2015, Office Supplies had the highest percentage increase.

Solution
Create Inner Join of Orders and Returns Sheet.

Put Product Category on Columns and Region on Rows

Now Put Sales on Columns along with Product Category as shown below. From this view, It is clear that South Region has maximum Returns for Furniture category

Solution

You advise them to create a density map or density map to identify the areas prone to tornadoes

Density maps or Heat Maps help you identify locations with greater or fewer numbers of data points. They are most effective when working with a data set containing many data points where there’s substantial overlap between the marks on the map.

https://help.tableau.com/current/pro/desktop/en-us/maps_howto_heatmap.htm

Solution

A bar-in-Bar chart can be plotted to show the sales team, their target value, and achievement

A bullet chart can be plotted to show the sales team, their target value, and achievement

Solution

In order to highlight a specific dimension in your dashboard sheet without filtering out the other data points. You can use the Highlight filter action.

All other options are in correct. For reference you can study the concept from the following

https://help.tableau.com/current/pro/desktop/en-us/actions_highlight_advanced.htm

Solution

You can use the split function and use the period (.) sign as a column separator and then use the field created by the split function which contains the count of employees.

Solution

This animation is very much possible and we need to use the simultaneous animation style in order to bring the effect of what the client is asking.