Tableau Desktop Specialist Self-Paced Study Guide eBook


Table of Content

Chapter 1: Introduction …… 14
Chapter 2: Connecting to and Preparing Data ……18
Chapter 3: Creating and Managing the Data Model …… 29
Chapter 4: Managing Data Properties …… 35
Chapter 5: Creating Basic Charts …… 42
Chapter 6: Organizing Data and Applying Filters …… 51
Chapter 7: Applying Analytics to a Worksheet …… 58
Chapter 8: Formatting Views for Presentation …… 67
Chapter 9: Creating and Modifying a Dashboard …… 76
Chapter 10: Viewing and Sharing Workbook Data …… 84
Chapter 11: Understanding Dimensions and Measures …… 90
Chapter 12: Understanding Discrete and Continuous Fields …… 96
Chapter 13: Understanding Aggregations …… 103

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Welcome to our ebook, “Tableau Desktop Specialist 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 Desktop Specialist 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 Catalyst Specialist 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 45 multiple-choice questions to be answered in 60 minutes. A passing score is 750, meaning you must correctly answer at least 33 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: Connecting to and Preparing Data

1.1 Create live connections and extracts

  • 1.1.1 Create a live connection to a data source
  • 1.1.2 Explain the differences between using live connections versus extracts
  • 1.1.3 Create an extract
  • 1.1.4 Save metadata properties in a .TDS
  • 1.1.5 Create a data source that uses multiple connections

1.2 Create and manage the data model

  • 1.2.1 Add relationships to a data source
  • 1.2.2 Add joins and unions
  • 1.2.3 Explain when to use a join versus a relationship

1.3 Manage data properties

  • 1.3.1 Rename a data field
  • 1.3.2 Assign an alias to a data value
  • 1.3.3 Assign a geographic role to a data field
  • 1.3.4 Change data type for a data field (number, date, string, Boolean, etc.)
  • 1.3.5 Change default properties for a data field (number format, aggregation, color, date format, etc.)

Domain 2: Exploring and Analyzing Data

2.1 Create basic charts

  • 2.1.1 Create a bar chart
  • 2.1.2 Create a line chart
  • 2.1.3 Create a scatterplot
  • 2.1.4 Create a map using geographic data
  • 2.1.5 Create a combined axis chart
  • 2.1.6 Create a dual axis chart
  • 2.1.7 Create a stacked bar
  • 2.1.8 Create a density map
  • 2.1.9 Create a chart to show specific values (crosstab, highlight table)

2.2 Organize data and apply filters

  • 2.2.1 Create groups by using marks, headers, and the data pane
  • 2.2.2 Create sets by using marks and the data pane
  • 2.2.3 Organize dimensions into a hierarchy
  • 2.2.4 Add a filter to a view
  • 2.2.5 Add a date filter

2.3 Apply analytics to a worksheet

  • 2.3.1 Add a manual or a computed sort
  • 2.3.2 Add a reference line
  • 2.3.3 Use a quick table calculation
  • 2.3.4 Use bins and histograms
  • 2.3.5 Create a calculated field (e.g. string, date, simple arithmetic)
  • 2.3.6 Explain when to use a parameter
  • 2.3.7 Display totals on a worksheet

Domain 3: Sharing Insights

3.1 Format view for presentation

  • 3.1.1 Use color from the marks card
  • 3.1.2 Configure fonts
  • 3.1.3 Format marks as shapes
  • 3.1.4 Configure viz animations
  • 3.1.5 Change size of marks
  • 3.1.6 Show and hide legends

3.2 Create and modify a dashboard

  • 3.2.1 Add worksheets to a dashboard
  • 3.2.2 Add interactive elements for consumers (e.g. show filters, data highlighter, tooltips)
  • 3.2.3 Add dashboard actions (e.g. filter action, highlight action, parameter control, URL action)
  • 3.2.4 Configure a dashboard layout and create device-specific dashboards
  • 3.2.5 Create a story and a story point

3.3 View and share workbook data

  • 3.3.1 Share a workbook (e.g. twbx as a PDF or an image, publish to Tableau Server)
  • 3.3.2 View and export underlying data
  • 3.3.3 Export to Microsoft PowerPoint

Domain 4: Understanding Tableau Concepts

4.1 Understand dimensions and measures

  • 4.1.1 Explain what kind of information dimensions usually contain
  • 4.1.2 Explain what kind of information measures usually contain
  • 4.1.3 Explain the difference between dimensions and measures

4.2 Understand discrete and continuous fields

  • 4.2.1 Explain how discrete fields are displayed
  • 4.2.2 Explain how continuous fields are displayed
  • 4.2.3 Explain the difference between discrete date parts and continuous date values

4.3 Understand aggregations

  • 4.3.1 Explain the default aggregation for measures
  • 4.3.2 Describe how an aggregated measure changes when dimensions are added to a view

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.