Analytics-Con-301 Exam Dumps : Salesforce Certified Tableau Consultant

For a performant live connection in Tableau Cloud, especially when dealing with large datasets that preclude the use of extracts, relating the tables in Tableau Desktop is the recommended approach. This method allows for flexibility in how the data is queried and can improve performance by leveraging Tableau’s relationships feature, which optimizes queries for the underlying database.

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.

References

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.

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:

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

Navigate to the Incremental worksheet by clicking on its tab at the bottom of the window.

Calculate Cumulative Sales Percentage:

Create a new calculated field to compute the cumulative percentage of sales. Right-click in the Data pane and select 'Create Calculated Field'.

Name this field "Cumulative Sales Percentage".

Enter the following formula to calculate the running sum of sales as a percentage of the total sales:

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

Click 'OK' to save the calculated field.

Add the Cumulative Sales Percentage Line to the Chart:

Drag the "Cumulative Sales Percentage" field to the Rows shelf, placing it next to the existing Sales measure.

Ensure that the cumulative line appears as a continuous line. Right-click on the "Cumulative Sales Percentage" field on the Rows shelf, select 'Change Chart Type', and choose 'Line'.

Adjust the axis to synchronize or dual-axis if necessary. Right-click on the axis of the "Cumulative Sales Percentage" and select 'Synchronize Axis' if it's on a dual-axis setup.

Format the Cumulative Sales Percentage Line:

Click on the "Cumulative Sales Percentage" line in the visualization.

Navigate to the 'Format' pane to adjust the line style, thickness, and color to make it distinct from other data in the chart.

Save Your Changes:

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