Salesforce Certified Tableau Data Analyst Questions

About the Salesforce Certified Tableau Data Analyst Exam
The Salesforce Certified Tableau Data Analyst certification proves you can turn raw data into clear, actionable insights that help businesses make smarter decisions. It shows you have the skills to understand a business problem, find the right data, analyze it effectively, and present it in a way that drives results.

This certification covers core Tableau tools, including Tableau Desktop, Tableau Prep, and either Tableau Server or Tableau Cloud. You’ll learn to connect to data sources, clean and transform data, create meaningful dashboards, and share your work securely online.

There are no prerequisites for the exam, and once you pass, you’ll officially hold the Salesforce Certified Tableau Data Analyst title — a valuable credential recognized by employers, clients, and the Salesforce ecosystem.

Key skills you’ll be able to demonstrate:

• Connect to a variety of data sources and prepare data for analysis.

• Perform calculations, apply filters, and uncover patterns in data.

• Design visualizations and dashboards that answer business questions.

• Share your work online, keep it updated, and make it accessible to stakeholders.

Exam details:

• Format: 60 scored multiple-choice questions + up to 5 unscored questions

• Time limit: 105 minutes

• Passing score: 65%

• Cost: US$200 (retake US$100)

• Delivery: Online proctored or in-person at a Pearson VUE center

• Product version tested: Tableau 2024.2

• No prerequisite certifications required

Exam Outline

As a reference, this exam guide includes test domains, coverage percentages and objectives only. The following table lists the main content domains and their weightings

NOTE: This is not a comprehensive listing of the content on this exam.

Connect to and Transform Data: 24%

1.1 Connect to data sources

• 1.1.1. Identify data source

• 1.1.2. Determine live connection vs. extract

• 1.1.3. Connect to extracts

• 1.1.4. Connect to files

• 1.1.5. Connect to relational databases

• 1.1.6. Connect to published data sources from a Tableau Server or Tableau Cloud site

• 1.1.7. Replace the connected data source with another data source for an existing chart or sheet

1.2. Prepare data for analysis

• 1.2.1. Assess data quality (completeness, consistency, accuracy)

• 1.2.2. Perform cleaning operations

• 1.2.3. Organize data fields into folders

• 1.2.4. Use multiple data sources (establish relationships, create joins, union tables)

• 1.2.5. Prepare data by using Data Interpreter, pivot, and split

• 1.2.6. Create extract and data source filters

1.3. Perform data transformation in Tableau Prep

• 1.3.1. Choose which data transformation to perform based on a business scenario

• 1.3.2. Combine data by using unions

• 1.3.3. Combine data by using joins

• 1.3.4. Shape data by using aggregations

• 1.3.5. Perform filtering

• 1.3.6. Shape data by using pivots

• 1.3.7. Determine which output type to use

1.4. Customize fields

• 1.4.1. Change default field properties (types, sorting, etc.)

• 1.4.2. Rename columns

• 1.4.3. Choose when to convert between discrete and continuous

• 1.4.4. Choose when to convert between dimension and measure

• 1.4.5. Create aliases

Explore and Analyze Data: 41%

2.1. Create calculated fields

• 2.1.1. Write date calculations

• 2.1.2. Write string functions

• 2.1.3. Write logical and Boolean expressions

• 2.1.4. Write number functions

• 2.1.5. Write type conversion functions

• 2.1.6. Write aggregate functions

• 2.1.7. Write basic spatial calculations

2.2. Create table calculations

• 2.2.1. Moving average and window average

• 2.2.2. Percent of total

• 2.2.3. Running total

• 2.2.4. Difference and percent of difference

• 2.2.5. Percentile

• 2.2.6. Index

• 2.2.7. Ranking

• 2.2.8. Apply quick table calculations

• 2.2.9. Customize table calculations

2.3. Create and use filters

• 2.3.1. Apply filters to dimensions and measures

• 2.3.2. Configure filter settings including Top N, Bottom N, include, exclude, wildcard, and conditional

• 2.3.3. Add filters to context

• 2.3.4. Apply filters to multiple sheets and data sources

2.4. Create parameters to enable interactivity

• 2.4.1. In calculations

• 2.4.2. With filters

• 2.4.3. With reference lines

• 2.4.4. Set parameters to dynamically refresh

2.5. Structure the data

• 2.5.1. Sets

• 2.5.2. Bins

• 2.5.3. Hierarchies

• 2.5.4. Groups

2.6. Map data geographically

• 2.6.1. Create symbol maps

• 2.6.2. Create density maps

• 2.6.3. Create choropleth maps (filled maps)

• 2.6.4. Create mark layers

2.7. Summarize, model, and customize data by using the Analytics pane

• 2.7.1. Totals and subtotals

• 2.7.2. Reference lines

• 2.7.3. Reference bands

• 2.7.4. Average lines

• 2.7.5. Trend lines

• 2.7.6. Distribution bands

• 2.7.7. Forecast by using default settings

• 2.7.8. Customize a data forecasting model

2.8. Create Level of Detail (LOD) calculations

• 2.8.1. Write FIXED LOD calculations

• 2.8.2. Write INCLUDE LOD calculations

• 2.8.3. Write EXCLUDE LOD calculations

• 2.8.4. Write nested LOD calculations

Create Content: 26%

3.1. Create charts

• 3.1.1. Create basic charts from scratch (bar, line, pie, highlight table, scatter plot, histogram, tree map, bubbles, data tables, Gantt, box plots, area, dual axis, combo)

• 3.1.2. Sort data (including custom sort)

3.2. Create dashboards and stories

• 3.2.1. Combine sheets into a dashboard by using containers and layout options

• 3.2.2. Add objects (containers, images, text)

• 3.2.3. Create stories using story points

3.3. Add interactivity to dashboards

• 3.3.1. Use filter in a dashboard

• 3.3.2. Add filter, URL, and highlight actions

• 3.3.3. Create interactivity using dynamic zone visibility

• 3.3.4. Add navigation buttons

• 3.3.5. Create interactivity using set and parameter actions

• 3.3.6 Create show/hide buttons for dashboard objects

3.4. Format workbooks, worksheets, and dashboards

• 3.4.1. Apply color, font, shapes, styling

• 3.4.2. Add custom shapes and color palettes

• 3.4.3. Add annotations

• 3.4.4. Customize tooltips

• 3.4.5. Apply padding

• 3.4.6. Format gridlines, row-level and column-level bands, and shading

• 3.4.7. Create a responsive design for specific device layouts

Publish and Manage Content on Tableau Server and Tableau Cloud: 9%

4.1. Publish Content

• 4.1.1. Publish a workbook

• 4.1.2. Publish a data source from Desktop or Prep

• 4.1.3. Export content

• 4.1.4. Publish a flow

4.2. Schedule data updates

• 4.2.1. Schedule data extract refreshes

4.3. Manage published workbooks

• 4.3.1. Create alerts

• 4.3.2. Create subscriptions

• 4.3.3. Create and save custom views

• 4.3.4. Understand user roles and permissions

• 4.3.5. Customize and distribute a published workbook