Salesforce Updated Analytics-Con-301 Exam Questions and Answers by august

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.

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:

From the desktop, double-click on the CC workbook to open it in Tableau Desktop.

Navigate to the City Pareto worksheet by selecting its tab at the bottom of the window.

Construct the Pareto Chart:

Ensure that sales data is aggregated by city. If not, drag the 'City' dimension to the Columns shelf and the 'Sales' measure to the Rows shelf.

Sort the sales data in descending order to properly align the cities according to their sales contribution.

To create a running total of sales, right-click on the 'Sales' measure on the Rows shelf, select 'Quick Table Calculation', and choose 'Running Total'.

Drag the 'Number of Records' field to the Rows shelf next to the Sales running total. Right-click on it, select 'Quick Table Calculation', and choose 'Running Total'. Set its calculation to 'Percent of Total' from the 'Edit Table Calculation' option to represent the percentage of cities.

Add Reference Lines for the Pareto Principle:

Click on the Analytics tab in the sidebar.

Drag a 'Reference Line' element and drop it onto the chart area.

Set the Reference Line for the Sales axis at 80% to represent the typical Pareto cutoff where 80% of effects come from 20% of causes.

Add another Reference Line on the axis representing the percentage of cities, set at 20%, to visually assess the Pareto principle.

Adjust the Appearance of the Chart:

Format the reference lines by right-clicking on them, selecting 'Edit', and choosing a distinct style or color to make them stand out.

Ensure the chart is clear and labels are appropriately adjusted for easy understanding of the data visualization.

Save Your Changes:

From the File menu, click 'Save' to ensure all your changes are stored.

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:\CC\Data\ 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.

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:

Double-click on the CC workbook from the desktop to open it in Tableau Desktop.

Navigate to the Manufacturers worksheet by selecting its tab at the bottom of the window.

Modify the Percent Contribution Calculated Field:

Navigate to the Data pane and find the "Percent Contribution" calculated field.

Right-click on the "Percent Contribution" field and select 'Edit'.

Modify the formula to incorporate an LOD expression that calculates the total quantity across all manufacturers and the specific quantity per manufacturer:

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

This formula uses {FIXED [Manufacturer]: SUM([Quantity])} to compute the total quantity contributed by each manufacturer, regardless of other dimensions in the view. The total quantity {SUM([Quantity])} calculates the grand total across all manufacturers. The division calculates the percentage contribution.

Click 'OK' to save the updated calculated field.

Enter Percentage for Newell:

With the updated "Percent Contribution" field, drag it onto the view to update the chart or table.

Identify the value corresponding to 'Newell' in the updated visualization.

Round this value to the nearest hundredth of a percent as required.

Enter this value into the "Newell % Contribution" parameter. To do this, locate the parameter in the Data pane or on the dashboard, right-click it, and choose 'Edit'. Enter the calculated percentage for Newell.

Save Your Changes:

From the File menu, click 'Save' to store all the modifications you have made to the workbook.