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A client is searching for ways to curate and document data in order to obtain data lineage. The client has a data source connected to a data lake.
Which tool should the consultant recommend to meet the client's requirements?
See the explanation below.
To effectively curate and document data for obtaining data lineage, particularly from a data source connected to a data lake, the recommended tool is:
Tableau Catalog with Tableau Data Management Add-on: This add-on enhances the capabilities of Tableau Catalog, providing extensive features for data management, including detailed data lineage, impact analysis, and metadata management.
Functionality: The Tableau Catalog with the Data Management Add-on allows users to see the full history and lineage of the data, trace its usage across all Tableau content, and understand dependencies. It also facilitates better governance and transparency in data handling.
Why Choose this Tool: For a client needing comprehensive data lineage and documentation capabilities, this add-on ensures that data stewards and users can maintain and utilize a well-managed data environment. It supports robust data governance practices necessary for large and complex data ecosystems like those typically associated with data lakes.
Reference The recommendation is based on the functionalities offered by the Tableau Data Management Add-on, as described in Tableau's official documentation on managing and documenting data sources for enhanced governance and operational efficiency.
A company has a sales team that is segmented by territory. The team's manager wants to make sure each sales representative can see only data relevant to
that representative's territory in the team Sales Dashboard.
The team is large and has high turnover, and the manager wants the mechanism for restricting data access to be as automated as possible. However, the
team does not have a Tableau Data Management license.
What should the consultant recommend to meet the company's requirements?
See the explanation below.
To ensure that each sales representative sees only data relevant to their territory, the best approach in the absence of a Tableau Data Management license involves using a joined data source with entitlements:
Data Source Configuration: Create a data source that joins the sales data table with an entitlements table. The entitlements table contains mappings of sales representatives to their respective territories.
Data Source Filter: Implement a data source filter that restricts data based on the current user's access rights. This filter references the joined entitlements to dynamically control data visibility based on the logged-in user.
Publishing the Data Source: Publish this filtered data source to Tableau Server. All workbooks or dashboards connecting to this data source inherently respect the row-level security established by the data source filter.
Reference This approach aligns with Tableau's capabilities for implementing row-level security directly within the data source, as detailed in the Tableau security management and data modeling best practices.
A multi-national company wants to have a Tableau dashboard that will provide country-level information for both its forecast summaries and year-on-year
metrics. The company wants to toggle between these two views while leaving main key performance indicators (KPIs) visible on the main dashboard.
Which method is the most efficient in achieving the company's requirements?
See the explanation below.
The most efficient method for toggling between two views (forecast summaries and year-on-year metrics) while keeping main KPIs visible involves using a parameter and calculated fields for controlling visibility:
Create a Boolean Parameter: This parameter will have two aliases representing the two views ('Forecast View' and 'Year-on-Year View'). This allows the user to select which view they wish to see directly from the dashboard.
Calculated Field: Create a calculated field that always returns True. This field acts as a constant placeholder to enable the visibility control tied to the parameter.
Dashboard Setup: Place both the forecast summary and the year-on-year metrics sheets on the dashboard. Set the year-on-year metrics sheet as a floating object over the forecast summary.
Visibility Control: Use the 'Control visibility using value' option in the Layout tab for the floating year-on-year metrics view. Tie this setting to the Boolean parameter so that changing the parameter will show or hide this view without affecting the main KPIs displayed on the dashboard.
Interactivity: Implement a 'Change Parameter' dashboard action where selecting different options in the dashboard (e.g., clicking on certain parts) triggers the parameter to change, thus toggling the visible view.
Reference This method leverages Tableau's dashboard interactivity features including parameters, calculated fields, and visibility settings, as recommended in Tableau's user guide on dynamic dashboard design.
A client has several long-term shipping contracts with different vendors that set rates based on shipping volume and speed. The client requests a dashboard
that allows them to model shipping costs for the next week based on the selected shipping vendor. Speed for the end user is critical.
Which dashboard building strategy will deliver the desired result?
See the explanation below.
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.
Reference 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.
A client wants to migrate their Tableau Server to Tableau Cloud. The Tableau Server is configured with three sites: Finance, Strategy, and Marketing. A
consultant must provide a solution that minimizes user impact and costs.
Which configuration should the consultant recommend for Tableau Cloud to meet the client's requirements?
See the explanation below.
To minimize user impact and costs while migrating from Tableau Server to Tableau Cloud with multiple sites, the best solution is:
Single Tableau Cloud Instance with Multiple Projects: Instead of multiple sites which could imply higher management overhead and possibly higher costs, configuring one Tableau Cloud instance with different project folders for each former site (Finance, Strategy, Marketing) is most efficient.
Benefits: This setup maintains organizational separation of data and access similar to having different sites but leverages the unified management and simplicity of a single cloud instance. It reduces complexity in user access management and integration points.
Implementation: Each project folder acts like a mini-site within the larger instance, where specific permissions and content can be managed independently, akin to the original server setup but within a single cloud-based environment.
Reference This recommendation is in line with best practices for cloud migration focusing on consolidation and cost efficiency, as suggested in Tableau's official documentation for cloud migration strategies.
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