TCC-C01 Questions and Answers

For implementing row-level security (RLS) without the Tableau Data Management Add-on, the best approach is to integrate user filters into the published data source:

• Creating User Filters on Published Data Source: This method involves defining user filters that apply directly to the data source before it is published to the Tableau Server. This ensures that any workbook or view leveraging this data source inherently respects the row-level security settings.
• To implement this, create a calculated field in Tableau that defines the security logic, typically using a formula that references user functions (likeUSERNAME()orISMEMBEROF()). Drag this field to the Filters shelf and configure it to match the security rules (who can see what data).
• Once configured, publish the data source to Tableau Server with these filters in place. This approach centralizes security management, making it easier to maintain and update security policies as they are applied universally to all workbooks using this data source.

This strategy is safe as it reduces the risk of accidental data exposure through individual workbook misconfiguration and simplifies long-term maintenance of security policies.

ReferencesThis method follows Tableau’s best practices for implementing row-level security as detailed in Tableau’s security management resources. It ensures robust, maintainable security measures that scale with organizational needs without requiring additional add-ons.

To correctly calculate the percent of total sales for a particular region compared to all regions, and to ensure that the calculation does not get inadvertently recalculated with each region filter application, the recommended calculation is:

• {FIXED [Region]: sum([Sales])}: This part of the formula computes the sum of sales for each region, regardless of any filters applied to the view. It uses a Level of Detail expression to fix the sum of sales to each region, ensuring that filtering by regions won't affect the calculated value.
• SUM([Sales]): This part computes the total sum of sales across all regions and is recalculated dynamically based on the filters applied to other parts of the dashboard or worksheet.
• Combining the two parts: By dividing the fixed regional sales by the total sales, we get the proportion of sales for each region as compared to the total. This calculation ensures that while the denominator adjusts according to filters, the numerator remains fixed for each region, accurately reflecting the sales percentage without being affected by the region filter directly.

ReferencesThis calculation follows Tableau’s best practices for using Level of Detail expressions to manage computation granularity in the presence of dashboard filters, as outlined in the Tableau User Guide and official Tableau training materials.

The best approach to ensure performance while providing data for only the last day (yesterday) in the dataset is to use a calculated field that filters the data to include only yesterday's date:

• Filter on calculation [Ship Date]=TODAY()-1: This calculated field dynamically computes yesterday's date by subtracting one day from today’s date. This approach ensures that each day, only the data for the previous day is loaded, which keeps the volume of data minimal and improves performance.
• Dynamic Date Calculation: The use ofTODAY()-1ensures the filter remains up-to-date with the changing dates, without the need for manual updates, providing accuracy and timeliness in the dashboard.

This approach is efficient because it avoids the overhead of processing the entire dataset and focuses only on the relevant day’s data. It also aligns with Tableau’s capabilities for creating dynamic filters using date functions, as highlighted in the Tableau help documentation on date calculations and filters.

ReferencesThis solution utilizes Tableau’s built-in date functions and dynamic calculations to optimize performance, as recommended in Tableau’s performance optimization resources and date calculation guidelines.

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.

ReferencesThis 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.

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:
• Construct the Pareto Chart:
• Add Reference Lines for the Pareto Principle:
• Adjust the Appearance of the Chart:
• Save Your Changes:

References:

• 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.

To add a line showing the cumulative percentage of sales contributed by each product to the incremental sales in the Incremental worksheet of your Tableau Desktop, follow these detailed steps:

• Open the CC Workbook and Access the Worksheet:
• Calculate Cumulative Sales Percentage:

(RUNNING_SUM(SUM([Sales])) / TOTAL(SUM([Sales])) [Sales]))

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• Add the Cumulative Sales Percentage Line to the Chart:
• Format the Cumulative Sales Percentage Line:
• Save Your Changes:

References:

• Tableau Help: Provides additional details on creating calculated fields and customizing line charts.
• Tableau User Guide: Offers extensive instructions on formatting charts, including line types and axis synchronization.

By following these steps, you will successfully add a cumulative sales percentage line to your chart, enhancing the visualization to reflect the incremental contribution of each product to the overall sales in a dynamic and informative manner.

To shape the data in the "US Population Estimates" data source and enter the total number of records into the "Total Records" parameter in Tableau Desktop, follow these steps:

• Open the CC Workbook and Access the Worksheet:
• Format and Shape the Data:
• Calculate Total Number of Records:
• Enter the Value into the Total Records Parameter:
• Save Your Changes:

References:

• Tableau Desktop Guide: Provides detailed instructions on managing data types, creating calculated fields, and updating parameters.
• Tableau Data Shaping Techniques: Outlines effective methods for manipulating and structuring data for analysis.

This process will ensure the data in the "US Population Estimates" is accurately shaped according to the specified format and that the total number of records is correctly calculated and entered into the designated parameter. This thorough approach ensures data integrity and accuracy in reporting.

To record the performance of the Property Transactions dashboard in the NYC Property Transactions.twbx workbook and analyze it using a bar chart, follow these detailed steps:

• Open the NYC Property Transactions Workbook:
• Start Performance Recording:
• Open the Property Transactions Dashboard and Reset Filters:
• Stop the Performance Recording:
• Save the Performance Recording:
• Create a New Worksheet for Performance Analysis:
• Customize and Finalize the Bar Chart:
• Save Your Work:

References:

• Tableau Help Documentation: Provides guidance on how to start and stop performance recordings and analyze them.
• Tableau Visualization Techniques: Offers tips on creating effective bar charts for performance data.

By following these steps, you have successfully recorded and analyzed the performance of the Property Transactions dashboard, providing valuable insights into how each component of the dashboard contributes to the overall load time. This analysis is crucial for optimizing dashboard performance and ensuring efficient data visualization.

To compute the required calculations and update the worksheet in Tableau Desktop, follow these steps:

• Compute Average Sales by Segment for Each Category and Year:
• Create a Calculation for Year-over-Year Percentage Change:

(ZN(SUM([Sales])) - LOOKUP(ZN(SUM([Sales])), -1)) / ABS(LOOKUP(ZN(SUM([Sales])), -1))

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• Replace the Original Measure with the Year-over-Year Percentage Change in the Crosstab:
• Save Your Changes:

References:

• Tableau Help: Offers guidance on creating calculated fields and using table calculations.
• Tableau Desktop User Guide: Provides instructions on formatting and saving worksheets.

These steps allow you to manipulate data within Tableau effectively, using table calculations to analyze trends and changes in sales data by category and segment over years.

To modify the Percent Contribution calculated field to use a Level of Detail (LOD) expression and accurately calculate the percentage contribution of each manufacturer to the total quantity, follow these steps:

• Open the CC Workbook and Access the Worksheet:
• Modify the Percent Contribution Calculated Field:

{FIXED [Manufacturer]: SUM([Quantity])} / {SUM([Quantity])}Quantity])}

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• Enter Percentage for Newell:
• Save Your Changes:

References:

• Tableau Help: Offers detailed guidance on using LOD expressions for precise and context-independent aggregations.
• Tableau Desktop User Guide: Provides comprehensive instructions on managing calculated fields and parameters, ensuring accurate data analysis.

By following these steps, you will have successfully updated the calculation for percent contribution using LOD expressions, providing a more accurate analysis of each manufacturer's contribution to the total quantity. Moreover, updating the parameter with Newell's specific contribution rounds out the task by reflecting precise data inputs for reporting or further analysis.

To improve the performance of a Tableau workbook, it is best practice to streamline the data being used. This can be achieved by using filters to limit the data to only what is necessary for analysis, hiding fields that are not being used to reduce the complexity of the data model, and aggregating values to simplify the data and reduce the number of rows that need to be processed. These steps can help reduce the load on the server and improve the speed of the workbook.

References:The best practices for optimizing workbook performance in Tableau are well-documented in Tableau’s official resources, including the Tableau Help Guide and the Designing Efficient Workbooks whitepaper, which provide detailed recommendations on how to streamline workbooks for better performance12.