Tableau Certified Data Analyst Self-Paced Study Guide eBook


Table of Content

Chapter 1: Introduction …… 22
Chapter 2: Connect to and Transform Data ……28
Chapter 3: Explore and analyze Data …… 56
Chapter 4: Create Content …… 100
Chapter 5: Publish and Manage Content on Tableau Server and Tableau Cloud …… 124





Welcome to our ebook, “Tableau Certified Data Analyst 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 Data Analyst 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 Data Analyst 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 32 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: Connect to and Transform Data

1.1 Connect to Data Sources

1.1.1.   Choose an appropriate data source

1.1.2.  Choose between live connection or extract

1.1.3.   Connect to extracts

1.1.4.  Connect to spreadsheets

1.1.5.  Connect to .hyper files (or .tde files)

1.1.6.  Connect to relational databases

1.1.7.  Pull data from relational databases by using custom SQL queries

1.1.8.  Connect to a data source on Tableau Server

1.1.9.  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 into folders

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

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

1.2.6. Create extract 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

1.4.    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 (DATEPARSE, DATENAME…)

2.1.2. Write string functions

2.1.3. Write logical and Boolean expressions (If, case, nested, etc.)

2.1.4. Write number functions

2.1.5. Write type conversion functions

2.1.6. Write aggregate functions

2.1.7. Write FIXED LOD calculations

2.2.   Create quick table calculations

2.2.1. Moving 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. Compound growth rate

2.3.    Create custom table calculations

2.3.1. Year to date

2.3.2. Month to date

2.3.3. Year over year

2.3.4. Index

2.3.5. Ranking

2.3.6. First-last

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

2.6.   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 heat maps

2.7.3. Create density maps

2.7.4. Create choropleth maps (filled maps)

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

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

2.8.9. Create a predictive model


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

3.2.3. Create stories

3.3.    Add interactivity to dashboards

3.3.1. Apply a filter to a view

3.3.2. Add filter, URL, and highlight actions

3.3.3. Swap sheets by using parameters or sheet selector

3.3.4. Add navigation buttons

3.3.5. Implement user guiding sentences (click…, hover…, menu options)

3.4.   Format  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. Add tooltips

3.4.5. Apply padding

3.4.6. Remove gridlines, row-level and column-level bands, and shading

3.4.7. Apply 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

4.1.3. Print content

4.1.4. Export content

4.2.   Schedule data updates

4.2.1. Schedule data extract refreshes

4.2.2. Schedule a Tableau Prep workflow

4.3.   Manage Published workbooks

4.3.1. Create alerts

4.3.2. Create subscriptions

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.