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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.

ReferencesThis 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.

To minimize user impact and costs while migrating from Tableau Server to Tableau Cloud with multiple sites, the best solution is:

• Single Tableau Cloud Instance with Multiple Projects: Instead of multiple sites which could imply higher management overhead and possibly higher costs, configuring one Tableau Cloud instance with different project folders for each former site (Finance, Strategy, Marketing) is most efficient.
• Benefits: This setup maintains organizational separation of data and access similar to having different sites but leverages the unified management and simplicity of a single cloud instance. It reduces complexity in user access management and integration points.
• Implementation: Each project folder acts like a mini-site within the larger instance, where specific permissions and content can be managed independently, akin to the original server setup but within a single cloud-based environment.

ReferencesThis recommendation is in line with best practices for cloud migration focusing on consolidation and cost efficiency, as suggested in Tableau’s official documentation for cloud migration strategies.

When a client republishes a dashboard after making changes and users report broken bookmarks, the likely causes include:

• The dashboard was published to a different project: Changing the project location alters the URL path, causing bookmarks to point to a now non-existent dashboard location.
• The dashboard was published with a new name: Altering the dashboard's name changes its URL, resulting in broken bookmarks as the previous URL no longer leads to the intended dashboard.

To identify which workbooks need to be updated to point to a new data source after a migration, a consultant should use Tableau Advanced Management. This component of Tableau provides comprehensive management capabilities including the ability to track workbook dependencies and data source usage across your entire Tableau environment. Using Tableau Advanced Management allows consultants to assess the impact of changes in the data source on connected workbooks and efficiently manage updates.