A client calculates the percent of total sales for a particular region compared to all regions.
Which calculation will fix the automatic recalculation on the % of total field?
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.
Reference This 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.
A client notices that while creating calculated fields, occasionally the new fields are created as strings, integers, or Booleans. The client asks a consultant if
there is a performance difference among these three data types.
What should the consultant tell the customer?
In Tableau, the performance of calculated fields can vary based on the data type used. Calculations involving integers and Booleans are generally faster than those involving strings. This is because numerical operations are typically more efficient for a computer to process than string operations, which can be more complex and time-consuming. Therefore, when performance is a consideration, it is advisable to use integers or Booleans over strings whenever possible.
From the desktop, open the CC workbook. Use the US Population Estimates data source.
You need to shape the data in US Population Estimates by using Tableau Desktop. The data must be formatted as shown in the following table.
Open the Population worksheet. Enter the total number of records contained in the data set into the Total Records parameter.
From the File menu in Tableau Desktop, click Save.
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:
From the desktop, double-click on the CC workbook to open it in Tableau Desktop.
Navigate to the Population worksheet by selecting its tab at the bottom of the window.
Format and Shape the Data:
Ensure the data types match those specified in the requirements: Sex, Origin, Race as strings; Year, Age, Population as whole numbers.
To verify or change the data type, click on the dropdown arrow next to each field name in the Data pane and select 'Change Data Type' if necessary.
Calculate Total Number of Records:
Create a new calculated field named 'Total Records'. To do this, right-click in the Data pane and select 'Create Calculated Field'.
Enter the formula COUNT([Record ID]) or SUM([Number of Records]) depending on how the data source identifies each row uniquely.
Drag this new calculated field onto the worksheet to display the total number of records.
Enter the Value into the Total Records Parameter:
Locate the 'Total Records' parameter in the Data pane. Right-click on the parameter and select 'Edit'.
Manually enter the number displayed from the calculated field into the parameter, ensuring accuracy to meet the data shaping requirement.
Save Your Changes:
From the File menu, click 'Save' to ensure all your changes are stored.
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.
A client has a published dashboard. They change the dashboard and then republish it. Now, users report that their web browser bookmarks to the dashboard
are broken.
What are two possible causes for this issue? Choose two.
When a client republishes a dashboard after making changes and users report broken bookmarks, the likely causes include:
The dashboard was published to a different project: Changing the project location alters the URL path, causing bookmarks to point to a now non-existent dashboard location.
The dashboard was published with a new name: Altering the dashboard's name changes its URL, resulting in broken bookmarks as the previous URL no longer leads to the intended dashboard.
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.
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