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A client builds a dashboard that presents current and long-term stock measures. Currently, the data is at a daily level. The data presents as a bar chart that presents monthly results over current and previous years. Some measures must present as monthly averages. What should the consultant recommend to limit the data source for optimal performance?
Correct Answer: B
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. References: The recommendation is based on the guidelines provided in Tableau's official documentation on optimizing workbook performance, which includes tips on data management and aggregation for better performance12.
