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To transform the Orderld field in Tableau Prep, the Split option is the most efficient and straightforward method. Here’s how you can apply it:

In Tableau Prep, drag your dataset into the flow.

Click on the Orderld field in the workspace to select it.

Look for the option in the toolbar that says "Split" and select it.

Choose "Automatic Split" if the delimiters (such as hyphens) are consistent; Tableau Prep should automatically detect the hyphen as the delimiter and split the Orderld into multiple new fields.

The dataset should now show new columns: one for the country code (CA, FR, US), one for the year (2017), and one for the order number (152156, 152157, etc.).

The Split option works effectively here because it automatically identifies and uses the hyphen as the delimiter to divide the original Orderld into the desired components without manual specification of conditions or writing any formulas.

References

This procedure is based on the standard functionalities provided in Tableau Prep for splitting a field into multiple columns based on a delimiter, as described in the Tableau Prep user guide.

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.

References

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.

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 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.

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 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.

To compute the required calculations and update the worksheet in Tableau Desktop, follow these steps:

Compute Average Sales by Segment for Each Category and Year:

Open the CC workbook and navigate to the Categorical Sales worksheet.

Drag the 'Sales' field to the Rows shelf if it's not already there.

Drag the 'Segment' field to the Rows shelf as well, placing it next to 'Category' and 'Year'.

Right-click on the 'Sales' field in the Rows shelf and select 'Quick Table Calculation' > 'Average'. This will compute the average sales for each segment within each category and year.

Create a Calculation for Year-over-Year Percentage Change:

Right-click in the data pane and select 'Create Calculated Field'.

Name the calculated field something descriptive, e.g., "YoY Sales Change".

Enter the formula to calculate the year-over-year percentage change:

(ZN(SUM([Sales])) - LOOKUP(ZN(SUM([Sales])), -1)) / ABS(LOOKUP(ZN(SUM([Sales])), -1))

Click 'OK' to save the calculated field.

Replace the Original Measure with the Year-over-Year Percentage Change in the Crosstab:

Remove the original 'Sales' measure from the view by dragging it off the Rows shelf.

Drag the newly created "YoY Sales Change" calculated field to the Rows shelf where the 'Sales' field was originally.

Format the "YoY Sales Change" field to display as a percentage. Right-click on the field in the Rows shelf, select 'Format', and adjust the number format to percentage.

Save Your Changes:

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

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.

The approach of using user filters to control access to data on profitability for Groups 2 and 3, combined with a calculated field that restricts the visibility of profit value to only Group 2, aligns with Tableau’s best practices for managing content permissions. This method ensures that each group sees only the data they are permitted to view, with Group 1 not seeing any profitability information, Group 2 seeing both profit and profit margin, and Group 3 seeing only the profit margin without the actual profit values. This setup can be achieved through Tableau Server’s permission capabilities, which allow for detailed control over what each user or group can see and interact with12.

For optimal performance, it is recommended to limit the data to what is necessary for analysis, which in this case would be the current and previous years. Moving the calculation of averages to the data layer and aggregating the dates to a monthly level will reduce the granularity of the data, thereby improving the performance of the dashboard. This approach aligns with best practices for optimizing workbook performance in Tableau, which suggest simplifying the data model and reducing the number of records processed12.