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| Vendor: | Salesforce |
|---|---|
| Exam Code: | Analytics-Con-301 |
| Exam Name: | Salesforce Certified Tableau Consultant |
| Exam Questions: | 100 |
| Last Updated: | February 26, 2026 |
| Related Certifications: | Salesforce Consultant |
| Exam Tags: | Consultant Level Tableau Consultants |
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A customer wants to leverage generative AI capabilities. The customer is currently on Tableau Server 2023.1.
How is the customer able to leverage generative AI in Tableau?
Comprehensive and Detailed Explanation From Exact Extract:
Tableau's official generative AI capability---Tableau Pulse and Einstein-powered Tableau AI features---are available only on Tableau Cloud, not Tableau Server.
Key Tableau facts:
Tableau Server (any version, including new ones) does not provide generative AI capabilities.
Tableau Cloud includes AI features such as:
Tableau Pulse
Einstein Copilot
Natural language questions
Automated insights
Upgrading Tableau Server does not provide generative AI.
Extensions and accelerators do not enable AI functionality.
Therefore, the customer must migrate from Tableau Server to Tableau Cloud to leverage generative AI.
Tableau AI/Pulse documentation stating availability only in Tableau Cloud.
Feature comparison charts showing generative AI unavailable on Tableau Server.
A Tableau consultant is tasked with choosing a method of setting up row-level security (RLS) entitlements with tables during a Tableau implementation. The consultant has received a set of roles from a client in one normalized table, and a set of entitlements from the client in another normalized table.
The consultant plans on using the deepest granularity method. However, when the consultant gains access to the final set of data, they discover duplicate values at the lowest level. Most of the regions in the client's dataset contain sub-regions named 'East' and 'West'. However, some regions have a 'Null' value for sub-region.

How should the consultant proceed?
Comprehensive and Detailed Explanation From Exact Extract:
Tableau's RLS entitlement design patterns include:
1. Deepest Granularity Method
Requires one unique role one unique lowest-level value pairing.
Fails when the dataset contains duplicate lowest-level values (e.g., multiple ''East'' sub-regions across different regions).
Cannot operate correctly when some lowest-level values are NULL.
Thus, the deepest granularity method is not valid here.
2. Sparse Entitlements Method
Tableau documentation states:
Sparse entitlements define RLS at each level of the hierarchy instead of only at the lowest level.
This method supports duplicate lowest-level values.
Handles scenarios where some levels are NULL because higher-level entitlements (e.g. Region = AMER) can still correctly apply.
More flexible for hierarchical geographic structures (Region Sub-Region Country, etc.).
Given the client's dataset:
Multiple ''East'' and ''West'' sub-regions
Some ''Null'' sub-regions
Hierarchical levels present
Sparse entitlements is the only correct and supported choice.
Why the incorrect options are wrong:
A & B --- Deepest Granularity
Deepest granularity fails when the lowest-level values are not unique.
It cannot handle NULL values at the lowest tier.
Performance is not superior in this scenario.
D --- Sparse because it is most performant
Performance is not the defining advantage.
Flexibility and ability to handle duplicate lowest-level values is.
Thus, C is the correct statement.
RLS entitlement design patterns: deepest vs. sparse entitlements.
Rules requiring unique lowest-level identifiers for deepest granularity.
Guidance stating sparse entitlements should be used when duplicates or NULL values exist in hierarchical structures.
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?
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.
A client has a pipeline dashboard that takes a long time to load. The dashboard is connected to only one large data source that is an extract.
It contains two calculated fields:
. TOTAL([Opportunities])
* SUM([Value])
It also contains two filters:
. A Relative Date filter on Created Date, a Date field containing values from 5 years ago until today
. A Multiple Values (Dropdown) filter on Account Name, a String field containing 1,000 distinct values
A consultant creates a Performance Recording to troubleshoot the issue, and finds out that the longest-running event is "Executing Query."
Which step should the consultant take to resolve this issue?
To improve the loading time of the pipeline dashboard, which primarily suffers from long query execution times due to a comprehensive Relative Date filter:
Relative Date Filter Issue: The existing Relative Date filter on 'Created Date' covers a broad range (5 years), leading to significant data processing overhead as it includes granular date calculations over a large dataset.
Optimized Approach: By replacing the Relative Date filter with a Multiple Values (Dropdown) filter based on YEAR([Created Date]), the filter granularity is reduced. Filtering by year simplifies the query by limiting the volume of data processed and reducing the complexity of the filter condition.
Implementation Benefit: This approach still provides the flexibility to view data across different years but does so by reducing the load on the database during query execution, which is critical for improving the performance of the dashboard.
Reference
This recommendation aligns with Tableau performance optimization strategies, specifically regarding the management of date filters to minimize their impact on query load, as discussed in Tableau performance tuning sessions and guides.
A company uses an extract built from Custom SQL joining Claims and Members.
Members have multiple records in both tables causing data duplication, which results in inflated claim cost trends.
Which approach meets performance and maintenance goals?
Comprehensive and Detailed Explanation From Exact Extract:
The problem:
Custom SQL joins two multi-row tables, causing many-to-many duplication.
This artificially multiplies claim costs.
The extract becomes heavy and slow due to Custom SQL.
Tableau's recommended solution:
Use Relationships in the Logical Layer
Instead of physical joins
Tableau resolves many-to-many issues automatically
Query is generated at the appropriate granularity to avoid duplication
This is exactly Option A.
Relationships allow the Claims facts to remain at the claim grain and Members to remain at the member grain. Tableau resolves aggregations correctly, preventing inflated values.
Why the others are incorrect:
B --- Physical Join
Would continue the same duplication problem because multi-row joins multiply rows.
C --- LODs
Would require complex calculations and are error-prone.
They do NOT fix the duplication in the underlying extract.
D --- Table Calculations
Happen after Tableau aggregates the duplicated data --- too late to fix the inflated baseline numbers.
Thus, the only correct and modern solution is relationships.
Relationships documentation explaining resolution of many-to-many granularity issues.
Guidance recommending avoiding Custom SQL for performance reasons.
Logical Layer behavior preventing row-duplication errors.
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