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| Vendor: | Salesforce |
|---|---|
| Exam Code: | Analytics-Con-301 |
| Exam Name: | Salesforce Certified Tableau Consultant |
| Exam Questions: | 100 |
| Last Updated: | March 8, 2026 |
| Related Certifications: | Salesforce Consultant |
| Exam Tags: | Consultant Level Tableau Consultants |
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A client is evaluating which user roles to assign to managers. The managers need to view dashboards, create Data-Driven Alerts, and perform ad hoc analysis of existing Tableau data sources. A consultant must provide a solution that minimizes licensing costs.
Which role should the consultant recommend be assigned to the managers?
Comprehensive and Detailed Explanation From Exact Extract:
Tableau documentation clearly defines user capabilities per license:
Viewer
Can view dashboards only.
Cannot create Data-Driven Alerts.
Cannot perform ad hoc analysis. Insufficient.
Explorer
Can view dashboards.
Can create Data-Driven Alerts.
Can perform ad hoc analysis using existing published data sources.
Does NOT require full creator-level capabilities. Meets all requirements at lower cost than Creator.
Creator
Full authoring, data source creation, and prep capabilities.
Higher cost. Overkill and violates ''minimizes licensing costs.''
Site Administrator
Includes Creator capabilities plus admin privileges.
Most expensive. Not appropriate for managers.
Therefore, the correct and most cost-efficient role is Explorer.
Tableau role capability matrix showing Explorers can create alerts and analyze existing data sources.
Licensing guidance recommending Explorer for ad hoc analysis without data-source creation.
A client is using the Tableau Content Migration Tool to move content from an old Tableau Server to a new Tableau Server.
Which content will need to be moved using a different tool or process?
When migrating content between Tableau servers, certain types of content may require special consideration or different tools for migration:
Tableau Prep Flows: These are specific to Tableau Prep and are not included in the standard content migration capabilities of the Tableau Content Migration Tool. Tableau Prep flows often require separate processes for migration due to their distinct setup and integration with data sources and workflows.
Published Data Sources and Workbooks: These can typically be migrated directly using the Tableau Content Migration Tool, which supports moving published data sources (both live connections and extracts) and workbooks without requiring additional tools.
Tableau Help and Support: Offers comprehensive tutorials and guidelines on using different tools for migrating various types of content, including the specific requirements for migrating Tableau Prep flows which are not covered by the standard content migration tool.
A client wants guidance for Creators to build efficient extracts from large data sources.
What are three Tableau best practices that the Creators should use? Choose three.
To build efficient extracts from large data sources, it is crucial to minimize the load and optimize the performance of the extracts:
A . Keep only the data required for analysis by using extract filters: This best practice involves using filters to reduce the volume of data extracted, thus focusing only on the data necessary for analysis.
B . Use aggregate data for visible dimensions, whenever possible: Aggregating data at the time of extraction reduces the granularity of the data, which can significantly improve performance and reduce the size of the extract.
E . Hide all unused fields: Removing fields that are not needed for analysis from the extract reduces the complexity and size of the data model, which in turn enhances performance and speeds up load times.
These practices are endorsed in Tableau's official documentation and training sessions as effective ways to enhance the performance of Tableau extracts and optimize dashboard responsiveness.
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?
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.
Reference
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.
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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