Tableau Data Analyst Certification Preparation

Domain 1: Connect to and Transform Data

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

Domain 2: Explore and Analyze Data

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

2.3. Create table calculations

• 2.3.1. Moving average and window average

• 2.3.2. Percent of total

• 2.3.3. Running total

• 2.3.4. Difference and percent of difference

• 2.3.5. Percentile

• 2.3.6. Index

• 2.3.7. Ranking

• 2.3.8. Apply quick table calculations

• 2.3.9. Customize table calculations

2.4. Create and use filters

• 2.4.1. Apply filters to dimensions and measures

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

• 2.4.3. Add filters to context

• 2.4.4. Apply filters to multiple sheets and data sources

2.5. Create parameters to enable interactivity

• 2.5.1. In calculations

• 2.5.2. With filters

• 2.5.3. With reference lines

• 2.5.4. Set parameters to dynamically refresh

2.6. Structure the data

• 2.6.1. Sets

• 2.6.2. Bins

• 2.6.3. Hierarchies

• 2.6.4. Groups

2.7. Map data geographically

• 2.7.1. Create symbol maps

• 2.7.2. Create density maps

• 2.7.3. Create choropleth maps (filled maps)

• 2.7.4. Create mark layers

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

• 2.8.1. Totals and subtotals

• 2.8.2. Reference lines

• 2.8.3. Reference bands

• 2.8.4. Average lines

• 2.8.5. Trend lines

• 2.8.6. Distribution bands

• 2.8.7. Forecast by using default settings

• 2.8.8. Customize a data forecasting model

2.9. Create Level of Detail (LOD) calculations

• 2.9.1. Write FIXED LOD calculations

• 2.9.2. Write INCLUDE LOD calculations

• 2.9.3. Write EXCLUDE LOD calculations

• 2.9.4. Write nested LOD calculations

Domain 3: Create Content

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

Domain 4: Publish and Manage Content on Tableau Server and Tableau Cloud

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