To visualize the path students take as they change majors across different grade levels, a Sankey Diagram is highly effective. This type of visualization illustrates the flow and quantity between different stages or categories:
Sankey Diagram: It allows for a visual representation of students' movements between majors over time. Each flow's thickness is proportional to the number of students moving from one major to another, giving a clear, immediate visual cue of major popularity and student migration patterns.
To create a Sankey Diagram in Tableau, you typically need to prepare the data specifically for this type of chart. The data must include source (starting major), target (ending major), and the value (number of students). It often requires custom calculations and data reshaping to get the data in a format that a Sankey can use.
Once the data is prepared, you can use a combination of calculated fields, path binning, and line charts to simulate the flow effect in Tableau. External plugins or web-based integrations might also be employed for more direct implementations.
References
Sankey Diagrams are not natively supported in Tableau but can be implemented through creative use of data preparation and calculations, as suggested in advanced Tableau user communities and demonstrated in various Tableau public galleries.

To minimize the impact on users when reverting to a previous version of a published data source in Tableau Server, the consultant should use the built-in revision history feature. By selecting a previous version from the revision history and clicking 'Restore', the data source will revert to that version without the need for a full server backup restoration or manual recreation of the data source. This process is quick and has the least amount of disruption to users.
References: The functionality and process for reverting to a previous version of a data source are outlined in Tableau's official documentation on working with content revisions1. This feature is part of Tableau Server's capabilities to manage and maintain data sources effectively21.

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.
References: The use of personal access tokens (PATs) in Tableau and the procedure for renewing them are documented in Tableau's official resources. It is noted that PATs are long-lived authentication tokens that can be revoked and renewed to manage access securely1. Additionally, there have been discussions in the Tableau Community regarding issues with concurrent PAT access, which further supports the need to manage tokens effectively2.

The Explorer (can publish) site role in Tableau is designed for users who need to access, edit, and create visualizations based on published data sources, even when they are outside the company network. This role allows users to perform web editing and save their work, making it suitable for sales users who need these capabilities. It is also a cost-effective option as it does not require the full capabilities and associated costs of the Creator license.
References: The information about the Explorer (can publish) role and its capabilities can be found in the official Tableau documentation on site roles and permissions12. This role is appropriate for users who need to interact with published content and create new visualizations without the need for full site administration or advanced content creation tools that come with the Creator role3.

The calculation {FIXED [Customer ID], [Region]: COUNTD([Order ID])} is the correct one to use for this scenario. This Level of Detail (LOD) expression will calculate the distinct count of orders for each customer within each region, which is then averaged per month. This approach ensures that the average number of orders per customer is accurately calculated for each region and then broken down by month, aligning with the client's expectations.
References: The LOD expressions in Tableau allow for precise control over the level of detail at which calculations are performed, which is essential for accurate data analysis. The use of {FIXED} expressions to specify the granularity of the calculation is a common practice and is well-documented in Tableau's official resources12.
The initial calculation provided by the client likely overestimates the average number of orders per customer per month by region due to improper granularity control. The revised calculation must take into account both the customer and the region to correctly aggregate the data:
FIXED Level of Detail Expression: This calculation uses a FIXED expression to count distinct order IDs for each customer within each region. This ensures that the count of orders is correctly grouped by both customer ID and region, addressing potential duplication or misaggregation issues.
Accurate Aggregation: By specifying both [Customer ID] and [Region] in the FIXED expression, the calculation prevents the overcounting of orders that may appear if only customer ID was considered, especially when a customer could be ordering from multiple regions.
References:
Level of Detail Expressions in Tableau: These expressions allow you to specify the level of granularity you need for your calculations, independent of the visualization's level of detail, thus offering precise control over data aggregation.