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