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Tableau Certified Consultant Exam Guide

About the Tableau Certified Consultant Exam and Program

The Tableau Certified Consultant certification is specifically designed for professionals who play a pivotal role in guiding customers through the design of analytics solutions using the Tableau platform. This certification is particularly relevant for those who undertake projects that may extend beyond the scope of a single business unit and reach executive levels.

Key aspects of this role include:

  • Strategic Engagement: Providing long-term, strategic guidance for analytics.
  • Independent Problem-Solving: Addressing complex performance issues and intricate data challenges autonomously.


This credential is a recognition of a comprehensive understanding and practical application skills in Tableau, catering to a wide audience including employees, partners, customers, and independent contractors. It encompasses proficiency in a broad spectrum of Tableau products, such as Tableau Prep, Desktop, Cloud, Server, and Bridge.

Regarding the certification process:

  • Prerequisites: There are no prerequisites to take the exam.
  • Certification Title: Successful candidates will be awarded the title of Tableau Certified Consultant.
  • Validity Period: This title remains valid for a period of two years post-certification.

Audience Description: Tableau Certified Consultant

Candidates for the Tableau Certified Consultant exam are distinguished professionals who lead the development of analytics solutions on the Tableau platform, engaging directly with customers. They are adept at navigating through highly complex data challenges and have the capability to work on projects at an executive level, going beyond just the business unit scope.

Key characteristics of a Tableau Certified Consultant candidate include:

  • Strategic Insight: Providing long-term, strategic guidance for analytics.
  • Independent Problem Solving: Skilled in addressing intricate performance issues and complex data challenges without external help.
  • Experience: A minimum of one year of experience with Tableau and its suite of products, including Tableau Prep, Desktop, Cloud, Server, and Bridge.
  • Project Involvement: Participation in at least two Tableau implementation projects.
  • Foundational Certifications: Possession of skills to pass both the Tableau Desktop Specialist (TDS) and Tableau Certified Data Analyst (TCDA) certification exams. This consultant-level exam builds upon the competencies of the TDS and TCDA, hence candidates are not retested on these foundational levels.

This advanced certification exam underscores a consultant’s comprehensive skill set and deep understanding of Tableau, validating their expertise in crafting and leading sophisticated analytics solutions.

Purpose of this Exam Guide

This exam guide is tailored to assist you in determining whether you are prepared to successfully undertake the Tableau Certified Consultant exam. It serves as a comprehensive resource, offering insights into who should consider taking the exam, detailing the recommended training and documentation, and providing a thorough list of the exam’s objectives. To optimize your chances of passing the exam, a balanced approach is highly recommended, including practical on-the-job experience, participation in relevant training courses, and dedicated self-study. This combination ensures a well-rounded and in-depth understanding of the concepts and skills that are critical for achieving the Tableau Certified Consultant certification.

Exam Overview

Content Breakdown:

  1. Knowledge-Based Section:
    • Comprises 40-45 questions, including multiple-choice and multiple-select formats.

  2. Performance-Based Section:
    • Involves 6-8 practical, hands-on lab tasks.

  3. Product Version: The exam is based on Tableau version 2022.3.

Time and Language:

  • Time Limit: 120 minutes total, which includes 3 minutes for reviewing the Non-Disclosure Agreement (NDA) and 5 minutes for a tutorial.
  • Language: The exam is offered in English.

Scoring and Results:

  • Passing Score: A score of 750 is required to pass.
  • Results Notification: Results are sent via email within 48 hours of completing the exam.

Administrative Details:

  • Prerequisites: None required.
  • Registration Fee: USD $250, plus any applicable local taxes.
  • Reschedule Fee: USD $25, plus any applicable local taxes.
  • Delivery Options: The exam can be taken either at a Pearson VUE testing center or through an online proctored environment.
  • Exam Check-in: Begins 30 minutes prior to the scheduled exam time.
  • Reference Materials: The use of hard-copy or online materials is not permitted during the exam.

Exam Registration, Scheduling, and System Preparation

  1. Getting Started:

    • Access your Tableau Certification Account (create one if you haven’t).
    • Select “Schedule My Exam”.
    • Opt for “Schedule or Manage my exam with Pearson”.

  2. On the Pearson Dashboard:

    • Choose the desired exam.
    • Follow the steps to schedule your exam.


System Preparation:

  • Pre-Exam Check: Ensure your computer, network, and environment are exam-ready.
  • System Test: Conduct a system test under the same conditions as your exam (time of day, internet usage, etc.).
  • Technical Requirements: Review them for detailed guidelines. Using larger monitors is advised for better visibility, especially for hands-on lab sections.


Check-in Process:

  • Identification: Present a valid, government-issued ID. It must be original (not a photocopy), match the name on your exam registration, and include a recent photo.
  • ID Requirements: Note that not complying with ID requirements will lead to exam session termination.

Exam Structure

Timeliness:

  • Efficiency and Effectiveness: The exam is designed to assess candidates’ ability to complete tasks effectively and within a set time, mirroring the expectations of modern organizations.


Exam Sections:

  1. First Section: Knowledge-Based
    • Contains approximately 25 questions of various types, excluding hands-on tasks.

  2. Second Section: Hands-On Lab
    • Comprises 6-8 practical tasks requiring proficiency in using Tableau.
    • Time Management: Allocate 30-45 minutes to complete this section.

  3. Third Section: Knowledge-Based
    • Similar to the first section, with around 25 questions, but without practical tasks.
    • Note: Once you advance to the next section, returning to a previous one is not permitted.

Access to Materials and Applications:

  • Internet and Application Restrictions: No access to the internet or external applications during the exam.
  • Resource Availability:
    • First and Third Sections: No access to the Tableau Platform.
    • Second Section (Hands-On Lab): Access to the Tableau Platform is provided, along with a .pdf version of Tableau Help.

Commenting on Exam Items:

  • Feedback Opportunity: Candidates can comment on exam items.
  • Response Policy: Direct responses to comments are not provided, but the Certification Team reviews all feedback. This input, along with item performance data, informs updates and improvements in future exam versions.

Results and Scoring

Results:

  • Notification: You’ll receive an email within 48 hours post-exam when your score report is ready.
  • Accessing Score Report:
    1. Log into your certification account.
    2. Click on “Schedule My Exam/Schedule or Manage my exam with Pearson”, then select “GO TO PEARSON”.
    3. In your Pearson VUE account, choose “my Exam History” or “View Exam Results” to download the score report.


Scaled Scoring:

  • Concept: Scaled scoring converts raw scores to a consistent scale across different exam versions, akin to converting pounds to kilograms.
  • Range: Tableau exam scores range from 100 to 1000, indicating overall performance and pass/fail status.
  • Purpose: This method equates scores across various exam forms with slightly different difficulty levels.


Score Reports for Failed Attempts:

  • Content: Provides a performance breakdown by exam section.
  • Use: Offers general feedback on strengths and weaknesses. It’s advised to use this feedback cautiously and combine it with other remediation methods before retaking the exam.


Scoring Insight:

  • Method: Your final score is based on the number of correct answers and completed tasks.
  • No Partial Credit: Unanswered questions or incomplete tasks earn no credit. For multi-part questions, all parts must be correct for credit.
  • Lab Tasks: There may be several correct ways to complete a task; you’re graded on meeting all the requirements in your final response.


Unscored Content:

  • Purpose: Some items on the exam are unscored and used to gather data for future exams.
  • Impact: These items are indistinguishable during the exam and do not affect your score.

Recommended Training and References

To enhance your preparedness for the Tableau Certified Data Analyst exam, we advocate a blended approach that includes:

  1. Hands-On Experience: Engage in practical, real-world use of Tableau tools. This experience is invaluable for understanding the nuances of the software and its application in various scenarios.

  2. Self-Study: Dedicate time to studying the topics outlined in the Exam Outline section of this guide. Self-study allows you to deepen your understanding at your own pace and focus on areas where you need more practice. 

    In addition to the above, familiarity with the following Tableau training materials and resources is highly recommended:

ForceDigest: Tableau Certified Consultant Practice Exam –  Tableau Certified Consultant Exam Guide

Instructor-Led Courses: Analyst Learning Path Designer Learning Path

Exam Outline

Domain 1: Evaluate Current State
28%
Domain 2: Plan and Prepare Data Connections
19%
Domain 3: Design and Troubleshoot Calculations and Workbooks
39%
Domain 4: Establish Governance and Support Published Content
14%
TOTAL
100%

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

Maintaining Your Certification

To ensure your Tableau Certified Consultant certification remains active, it’s essential to periodically retake and pass the corresponding exam. Here are some key points to keep in mind about maintaining your certification:

  1. Re-examination Requirement: To preserve your active certification status, passing the relevant exam again is necessary before the expiration of your current certification.

  2. Consequences of Certification Expiry:

    • Loss of Benefits: An expired certification may disqualify you from receiving certain benefits that are available to those with active certifications.
    • No Discount on Exams: You will not be eligible for any discounts on exam purchases that are usually offered to certified professionals.
    • Status of Digital Badges: Your digital badges will still be accessible, but they will be marked as expired, indicating that the certification is no longer current.

Regularly updating your certification not only ensures that your skills and knowledge are up-to-date with the latest developments in the Tableau platform but also reflects your ongoing commitment to professional growth and proficiency in the field.

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