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Salesforce Certified Tableau Consultant Sample Questions (Q30-Q35):
NEW QUESTION # 30
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?
- A. Create a user filter in the Sales Dashboard workbook and map each sales representative to the territories they are responsible for. Publish this dashboard to the Sales Dashboard project and ensure all users have permissions to view the dashboard.
- B. Create one group for each territory and assign sales representatives to the appropriate groups. Map each group to a territory in the Sales Dashboard. Publish this dashboard to the Sales Dashboard project and ensure all users have permissions to view the dashboard.
- C. Create a data source by joining the sales data table to an entitlements data table. Add a data source filter to restrict access and publish the data source. Connect the Sales Dashboard to this published data source.
- D. Create separate workbooks for each territory. Publish each dashboard to the same Sales Dashboard project, and set permissions so each sales representative can see only the dashboards for their territories.
Answer: C
Explanation:
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.
References
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.
NEW QUESTION # 31
A consultant plans a Tableau deployment for a client that uses Salesforce. The client wants users to automatically see Tableau views of regional sales filtered by customer as soon as the users sign into Salesforce.
Which approach should the consultant use to deliver the final visualization?
- A. Embed views into Salesforce.
- B. Publish to Tableau Mobile for viewing.
- C. Create a list of URLs that the users can click in Salesforce.
- D. Create subscriptions for each view to deliver reports by email.
Answer: A
Explanation:
To ensure that users automatically see Tableau views of regional sales filtered by customer as they sign into Salesforce, embedding the views directly into Salesforce is most effective:
Embedding Views: Tableau provides capabilities to embed its dashboards into web applications such as Salesforce. This approach ensures that the visualization is part of the Salesforce user interface, enhancing user experience by not requiring users to navigate away from Salesforce to view the data.
Implement this by using Tableau's embedding code, which can be generated from the Tableau Server for each specific view. Place this embed code into the Salesforce Visualforce pages or use Salesforce Canvas to integrate these views seamlessly.
This setup allows the Tableau views to inherit user credentials from Salesforce, enabling personalized data visualization based on the user's access rights and region, directly aligned with their Salesforce login session.
References
The embedding technique is documented in both Tableau's and Salesforce's official integration guides, which provide step-by-step instructions on embedding Tableau views into Salesforce platforms.
NEW QUESTION # 32
A client notices that several groups are sharing content across divisions and are not complying with their data governance strategy. During a Tableau Server audit, a consultant notices that the asset permissions for the client's top-level projects are set to "Locked," but that "Apply to Nested Projects" is not checked.
The consultant recommends checking "Apply to Nested Projects" to enforce compliance.
Which impact will the consultant's recommendation have on access to the existing nested projects?
- A. Access will be automatically rolled back to the top-level project permissions immediately.
- B. Current custom access will be maintained, but new custom permissions will not be granted.
- C. Users will be prompted to manually update permissions for all nested projects.
- D. Users will be notified that they will automatically lose access to content after 30 days.
Answer: A
Explanation:
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.
References: The impact of checking "Apply to Nested Projects" is detailed in Tableau's official documentation, which explains how locked nested projects can be used to govern site content with greater flexibility and efficiency12.
NEW QUESTION # 33
A client is using Tableau to visualize data by leveraging security token-based credentials. Suddenly, sales representatives in the field are reporting that they cannot access the necessary workbooks. The client cannot recreate the error from their offices, but they have seen screenshots from the field agents. The client wants to restore functionality for the field agents with minimal disruption.
Which step should the consultant recommend to accomplish the client's goal?
- A. Renew the security token via the Data Connection on Tableau Server.
- B. Ensure that "Allow Refresh Access" was checked when the data source was published.
- C. Ask the workbook owners to republish the workbooks to refresh the security token.
- D. Change the data source permissions for the connection to "Prompt User."
Answer: A
Explanation:
When field agents are unable to access workbooks due to issues with security token-based credentials, the most immediate and least disruptive solution is to renew the security token. This can be done through the Data Connection settings on Tableau Server. Renewing the token will restore access for the field agents without requiring them to take any action or affecting other users.
References: The use of personal access tokens (PATs) in Tableau and the procedure for renewing them are documented in Tableau's official resources. It is noted that PATs are long-lived authentication tokens that can be revoked and renewed to manage access securely1. Additionally, there have been discussions in the Tableau Community regarding issues with concurrent PAT access, which further supports the need to manage tokens effectively2.
NEW QUESTION # 34
SIMULATION
Refer to the exhibit.
From the desktop, open the NYC
Property Transactions workbook.
You need to record the performance of
the Property Transactions dashboard in
the NYC Property Transactions.twbx
workbook. Ensure that you start the
recording as soon as you open the
workbook. Open the Property
Transactions dashboard, reset the filters
on the dashboard to show all values, and
stop the recording. Save the recording in
C:CCData.
Create a new worksheet in the
performance recording. In the worksheet,
create a bar chart to show the elapsed
time of each command name by
worksheet, to show how each sheet in
the Property Transactions dashboard
contributes to the overall load time.
From the File menu in Tableau Desktop,
click Save. Save the performance
recording in C:CCData.
Answer:
Explanation:
See the complete Steps below in Explanation
Explanation:
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:
From the desktop, double-click the NYC Property Transactions.twbx workbook to open it in Tableau Desktop.
Start Performance Recording:
Before doing anything else, navigate to the 'Help' menu in Tableau Desktop.
Select 'Settings and Performance', then choose 'Start Performance Recording'.
Open the Property Transactions Dashboard and Reset Filters:
Navigate to the Property Transactions dashboard within the workbook.
Reset all filters to show all values. This usually involves selecting the dropdown on each filter and choosing 'All' or using a 'Reset' button if available.
Stop the Performance Recording:
Go back to the 'Help' menu.
Choose 'Settings and Performance', then select 'Stop Performance Recording'.
Tableau will automatically open a new tab displaying the performance recording results.
Save the Performance Recording:
In the performance recording results tab, go to the 'File' menu.
Click 'Save As' and navigate to the C:CCData directory.
Save the file, ensuring it is stored in the desired location.
Create a New Worksheet for Performance Analysis:
Return to the NYC Property Transactions workbook and create a new worksheet by clicking on the 'New Worksheet' icon.
Drag the 'Command Name' field to the Columns shelf.
Drag the 'Elapsed Time' field to the Rows shelf.
Ensure that the 'Worksheet' field is also included in the analysis to break down the time by individual sheets within the dashboard.
Choose 'Bar Chart' from the 'Show Me' options to display the data as a bar chart.
Customize and Finalize the Bar Chart:
Adjust the axes and labels to clearly display the information.
Format the chart to enhance readability, applying color coding or sorting as needed to emphasize sheets with longer load times.
Save Your Work:
Once the new worksheet and the performance recording are complete, ensure all work is saved.
Navigate to the 'File' menu and click 'Save', confirming that changes are stored in the workbook.
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.
NEW QUESTION # 35
......
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