Tableau Certified Consultant Self-Paced Study Guide eBook


Table of Content

Chapter 1: Introduction …… 18
Chapter 2: Evaluate Current State ……23
Chapter 3: Plan and Prepare Data Connections …… 38
Chapter 4: Design and Troubleshoot Calculations and Workbooks …… 60
Chapter 5: Establish Governance and Support Published Content …… 83





Welcome to our ebook, “Tableau Certified Consultant Study Guide”. This resource has been meticulously crafted to provide a comprehensive guide for those who are aspiring to take a significant step in their Tableau career.

Who is this book for
This book is primarily aimed at individuals looking to take the Tableau Certified Consultant Study Guide. Whether you’re an absolute beginner seeking to kick-start your journey in Tableau, or you are a professional who’s familiar with the platform and looking to validate your skills, this guide provides a well-structured path to prepare for the certification.

This book will also be beneficial for IT professionals who want to understand Tableau capabilities and potential, team leaders who manage Tableau projects, and any ambitious individuals keen on delving into the Tableau ecosystem

Exam details
The Tableau Certified Consultant Study Guide is a testament to your knowledge and skills in Tableau. It proves your ability to implement, configure, and manage Tableau applications in real-world scenarios.

The exam typically comprises 40-45 multiple-choice questions to be answered in 120 minutes. A passing score is 750, meaning you must correctly answer at least 37 questions. However, bear in mind that Tableau exams are subject to change, and the exact format and passing score may vary.

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


Domain 1: Evaluate Current State

1.1 Map current state of analytics to future state

1.1.1 Evaluate existing reports, including volume, gap analysis, performance, and data accuracy

1.1.2 Map existing reports, data products, and business needs to Tableau capabilities

1.1.3 Translate analytical requirements into Tableau context by using best practices

1.1.4 Recommend whether to use Tableau Server or Tableau Cloud, including migration

1.2 Evaluate current data structures

1.2.1 Evaluate whether existing data supports business needs

1.2.2 Evaluate lineage of existing data structures

1.2.3 Evaluate existing data structures for performance risks

1.2.4 Evaluate existing data structures for performance enhancement opportunities

Domain 2: Plan and Prepare Data Connections

2.1 Plan for data transformation

2.1.1 Recommend an appropriate data storage method, data structure, and strategy

2.1.2 Recommend an appropriate tool to transform data, including Tableau Desktop, Tableau Prep, or an ETL product

2.1.3 Identify impact of static and responsive calculations in Tableau Prep and Tableau workbooks

2.1.4 Specify the requirements for minimum level of granularity

2.2 Design a row-level security (RLS) data structure

2.2.1 Implement RLS and an entitlement table

2.2.2 Identify group functions versus user functions

2.2.3 Implement hierarchies to support RLS

2.2.4 Compare RLS approaches

2.3 Plan and implement advanced connections to data

2.3.1  Recommend an appropriate method to connect to data, such as Web Data Connectors, web extract APIs, custom SQL, or ODBC

2.3.2 Create connections by using Tableau Bridge

2.3.3 Recommend how to prepare data to meet specific requirements, including shaping and combining

2.3.4 Specify aggregation level and strategy for data sources in Tableau products (Tableau Desktop, Tableau Prep, Tableau Cloud, Tableau Server)

2.3.5 Identify the minimum fields required for analysis

2.3.6 Troubleshoot complex data issues and connections


Domain 3: Design and Troubleshoot Calculations and Workbooks

3.1 Design analytics for advanced use cases

3.1.1  Recommend when to use an advanced chart type, such as Sankey, chord, radar, tile map, small multiples, and data densification

3.1.2 Plan and implement the necessary calculations for customized charts

3.1.3 Identify the effect of the Tableau order of operations on calculations

3.1.4 Troubleshoot issues caused by the Tableau order of operations

3.1.5 Plan and implement advanced techniques to build interactivity into dashboards, such as dynamic URL actions, parameter actions, filter actions, and sheet swapping

3.1.6 Identify use cases for augmented analytics, such as Ask Data, Explain Data, and Data Stories

3.2 Design workbooks to optimize performance

3.2.1 Identify and resolve resource-intensive queries

3.2.2 Maximize caching for Tableau Server

3.2.3 Identify and resolve performance issues caused by calculations such as string comparisons, IF THEN statements, and Level of Detail (LOD) expressions

3.2.4 Recommend calculations that should be moved upstream of Tableau

3.2.5 Interpret and resolve issues by using performance recordings

3.2.6 Identify and resolve performance issues caused by design elements such as number of sheets, number of filters, and image size

3.3 Implement advanced calculations that include multiple steps

3.3.1 Implement aggregations that include dimensions

3.3.2 Implement advanced table calculations, such as window, nested table, or multi-directional

3.3.3 Implement advanced date functions, such as fiscal calendars

3.3.4 Implement advanced LODs, such as nested LODs

3.3.5 Implement combinations of advanced calculations

3.3.6 Troubleshoot advanced calculations


Domain 4: Establish Governance and Support Published Content

4.1 Recommend and apply a Tableau governance strategy

4.1.1 Map an organization’s governance requirements to Tableau features and capabilities

4.1.2 Recommend a strategy for securing access to content

4.1.3 Recommend a strategy for organizing content, such as by function, by organization, and by role

4.1.4 Recommend a strategy for ensuring data quality, including certifying data sources, minimizing data proliferation, and configuring data quality warnings

4.1.5 Evaluate compliance with a governance strategy by using Data Catalog, including Data Lineage

4.2 Design custom administrative views

4.2.1 Interpret the repository schema and event types

4.2.2 Specify insights that require a custom administrative view

4.2.3 Specify appropriate permissions to create administrative views

4.3 Recommend a content distribution strategy

4.3.1 Map publishing requirements to features and capabilities of Tableau

4.3.2 Recommend an approach for the workbook lifecycle, including building, testing, deployment, distribution, and maintenance

4.3.3 Recommend a version control strategy within Tableau

4.4 Identify and resolve errors external to Tableau

4.4.1 Identify and resolve connection authentication and network access

4.4.2 Identify and resolve update failures that originate from the source system

4.4.3 Identify other issues that originate from outside Tableau, such as platform or network outage

This ebook covers all these areas in detail. We delve deep into each topic, breaking down complex concepts into comprehensible nuggets. We also provide practical examples and scenarios to aid your understanding and prepare you for the type of questions you might encounter in the exam.