Analytics-Con-301 Exam Dumps - Salesforce Consultant Questions and Answers

When dashboards are published to Tableau Cloud, the function USERNAME() returns the user’s Tableau Cloud username, which is the email address associated with their Tableau Cloud account.

Tableau documentation states:

On Tableau Cloud, the value returned by USERNAME() is always the user’s email address.

Row-Level Security (RLS) is typically implemented using a comparison of USERNAME() to an email field in the data source.

For secure filtering, the field compared to USERNAME() must match the authentication identity exactly.

Looking at the provided table:

“Abbreviated Name” contains short custom codes like “SMiller,” which do not match Tableau Cloud usernames.

“Lower Case Name” contains names like “sean miller,” which also do not match Tableau Cloud usernames.

“Email” contains the full email address for each user, such as “Sean.Miller@superstore.com,” which is the only field that corresponds to what USERNAME() returns in Tableau Cloud.

Therefore, the correct field to reference is Email.

Tableau Cloud authentication documentation stating USERNAME() returns the user’s email address.

Row-Level Security setup guidance recommending the comparison USERNAME() = [Email Field].

Tableau security practices indicating only the email column will match USERNAME() values on Tableau Cloud.

Comprehensive and Detailed Explanation From Exact Extract:

The problem:

Custom SQL joins two multi-row tables, causing→ many-to-many duplication.

This artificially multiplies claim costs.

The extract becomes heavy and slow due to Custom SQL.

Tableau’s recommended solution:

✔ Use Relationships in the Logical Layer

✔ Instead of physical joins

✔ Tableau resolves many-to-many issues automatically

✔ Query is generated at the appropriate granularity to avoid duplication

This is exactly Option A.

Relationships allow the Claims facts to remain at the claim grain and Members to remain at the member grain. Tableau resolves aggregations correctly, preventing inflated values.

Why the others are incorrect:

B — Physical Join

Would continue the same duplication problem because multi-row joins multiply rows.

C — LODs

Would require complex calculations and are error-prone.

They do NOT fix the duplication in the underlying extract.

D — Table Calculations

Happen after Tableau aggregates the duplicated data — too late to fix the inflated baseline numbers.

Thus, the only correct and modern solution is relationships.

Relationships documentation explaining resolution of many-to-many granularity issues.

Guidance recommending avoiding Custom SQL for performance reasons.

Logical Layer behavior preventing row-duplication errors.

To visualize the path students take as they change majors across different grade levels, a Sankey Diagram is highly effective. This type of visualization illustrates the flow and quantity between different stages or categories:

Sankey Diagram: It allows for a visual representation of students' movements between majors over time. Each flow's thickness is proportional to the number of students moving from one major to another, giving a clear, immediate visual cue of major popularity and student migration patterns.

To create a Sankey Diagram in Tableau, you typically need to prepare the data specifically for this type of chart. The data must include source (starting major), target (ending major), and the value (number of students). It often requires custom calculations and data reshaping to get the data in a format that a Sankey can use.

Once the data is prepared, you can use a combination of calculated fields, path binning, and line charts to simulate the flow effect in Tableau. External plugins or web-based integrations might also be employed for more direct implementations.

References

Sankey Diagrams are not natively supported in Tableau but can be implemented through creative use of data preparation and calculations, as suggested in advanced Tableau user communities and demonstrated in various Tableau public galleries.

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.

References

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".

Comprehensive and Detailed Explanation From Exact Extract:

The key requirements:

Tableau Cloud

Extracts (not live data)

Need RLS

Want low maintenance

Have Tableau Data Management

These requirements point directly to:

Data Policies (Virtual Connections RLS)

Tableau Data Management enables Virtual Connections and Data Policies, which provide:

Centralized row-level security

Integration with user identity via USERNAME()

Reusable RLS logic across all downstream workbooks

Works with extracts, unlike database RLS

Minimal long-term maintenance

This is Tableau’s recommended enterprise RLS method for Tableau Cloud with extracts.

Why the other options are incorrect:

A. Built-in RLS in Snowflake

Only works with live connections.

This client uses daily extracts, so database RLS is bypassed.

C. Manual user filter

High maintenance, must be edited manually per user — not scalable.

D. Dynamic user filter

Functional but must be recreated in each workbook, not centralized.

More maintenance than a data policy.

Therefore, Data Policy is the only low-maintenance, centralized RLS solution.

Data Policies and Virtual Connections documentation describing centralized RLS

Tableau Cloud & Extracts guidelines showing that database RLS cannot be reused

RLS strategy best practices recommending Data Policies for scalable governance

To transform the Orderld field in Tableau Prep, the Split option is the most efficient and straightforward method. Here’s how you can apply it:

In Tableau Prep, drag your dataset into the flow.

Click on the Orderld field in the workspace to select it.

Look for the option in the toolbar that says "Split" and select it.

Choose "Automatic Split" if the delimiters (such as hyphens) are consistent; Tableau Prep should automatically detect the hyphen as the delimiter and split the Orderld into multiple new fields.

The dataset should now show new columns: one for the country code (CA, FR, US), one for the year (2017), and one for the order number (152156, 152157, etc.).

The Split option works effectively here because it automatically identifies and uses the hyphen as the delimiter to divide the original Orderld into the desired components without manual specification of conditions or writing any formulas.

References

This procedure is based on the standard functionalities provided in Tableau Prep for splitting a field into multiple columns based on a delimiter, as described in the Tableau Prep user guide.

To improve the performance of a Tableau dashboard while maintaining accurate counts, particularly when dealing with unknown or NULL BrowserIDs in the data tables, the following steps are recommended:

Modify the Browser Table: Add a new row to the Browser Table labeled "Unknown," assigning it a unique BrowserID, e.g., 0 or 4.

Update the Site Visitor Table: Replace all NULL BrowserID entries with the BrowserID assigned to the "Unknown" entry. This ensures every record in the Site Visitor Table has a valid BrowserID that corresponds to an entry in the Browser Table.

Change Referential Integrity Setting: Change the Referential Integrity setting from "Some Records Match" to "All Records Match." This change assumes all records in the primary table have corresponding records in the secondary table, which improves query performance by allowing Tableau to make optimizations based on this assumption.

When a filter is applied directly to the view, it can affect the calculation of percentages in a histogram because it changes the underlying data that the quick table calculation is based on. To avoid this, adding the [Profit] filter to the context will maintain the original calculation of percent shares while filtering out bins with less than a 15% share. This is because context filters are applied before any other calculations, so the percent shares calculated will be based on the context-filtered data, thus preserving the integrity of the original percent labels.

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.

The correct calculation for classifying profit margins into categories based on specified thresholds involves the use of conditional statements that check ranges in a logical order:

Highly Profitable Classification: The first condition checks if the profit margin is 50% or more. This must use the ">=" operator to include exactly 50% as "Highly Profitable".

Profitable Classification: The next condition checks if the profit margin is between 0% and 50%. Since any value falling at or above 50% is already classified, this condition only needs to check for values greater than or equal to 0%.

Unprofitable Classification: The final condition captures any remaining scenarios, which would only be values less than 0%.