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A client has a database that stores widget inventory by day and it is updated on a nonstandard schedule as shown below.
They want a data visualization that shows widget inventory daily, however their business unit does not have the ability to modify the data warehouse
structure.
What should the client do to achieve the desired result?
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.
A consultant is designing a dashboard that will be consumed on desktops, tablets, and phones. The consultant needs to implement a dashboard design that
provides the best user experience across all the platforms.
Which approach should the consultant take to achieve these results?
For a consultant designing a dashboard to be consumed across multiple device types, the best approach is:
Multi-device Layout: Tableau provides the capability to design device-specific layouts within a single dashboard. This feature allows the dashboard to adapt its layout to best fit the screen size and orientation of desktops, tablets, and phones.
Fixed Size Layouts: By fixing the size of each layout, the consultant can ensure that the dashboard appears consistent and maintains the intended design elements and user experience across devices. Fixed sizes prevent components from resizing in ways that could disrupt the dashboard's readability or functionality.
Implementation: In Tableau, you can create these layouts by selecting 'Device Preview' and adding custom layouts for each device type. Here, you define the dimensions and the positioning of sheets and controls tailored to each device's typical viewing mode.
Reference This approach leverages Tableau's device designer capabilities, which are specifically designed to optimize dashboards for multiple viewing environments, ensuring a seamless user experience regardless of the device used. This functionality is well documented in Tableau's official guides on creating and managing device-specific dashboards.
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 wants to count all the distinct orders placed in 2010. They have written the following calculation, but the result is incorrect.
IF YEAR([Date])=2010 THEN COUNTD ([OrderID]) END
Which calculation will produce the correct result?
The correct calculation to count all distinct orders placed in 2010 involves placing the conditional inside the aggregation function, not the other way around. Here's how to correct the client's calculation:
Original Calculation Issue: The client's original calculation attempts to apply the COUNTD function within an IF statement, which does not work as expected because the COUNTD function cannot conditionally count within the scope of the IF statement.
Correct Calculation: COUNTD(IF YEAR([Date]) = 2010 THEN [OrderID] END). This calculation checks each order date; if the year is 2010, it returns the OrderID. The COUNTD function then counts all unique OrderIDs that meet this condition.
Why It Works: This method ensures that each order is first checked for the year condition before being counted, effectively filtering and counting in one step. It efficiently processes the data by focusing the distinct count operation only on relevant records.
Reference This approach is consistent with Tableau's guidance on using conditional logic inside aggregation functions for accurate and efficient data calculations, as detailed in the Tableau User Guide under 'Aggregations and Calculations'.
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?
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.
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