This certification title does not expire and there are no maintenance requirements.
Tableau Desktop Specialist Exam Guide
Exploring the Tableau Desktop Specialist Certification and Program
The Tableau Desktop Specialist Certification is expertly designed for individuals possessing essential knowledge and skills in Tableau Desktop. This certification serves as a recognition of core competency in Tableau, making it ideal for employees, partners, customers, and independent freelancers who engage with Tableau Desktop in their professional environment.
Remarkably, this program does not set any prerequisites, making it accessible to a wide range of aspirants. Upon successful completion, candidates are honored with the lifelong title of Tableau Desktop Specialist, a testament to their proficiency that remains valid indefinitely.
Audience Description: Tableau Desktop Specialist
Individuals aiming for the Tableau Desktop Specialist exam are characterized by their foundational knowledge and practical skills in using Tableau Desktop. These candidates are often distinguished by at least three months of hands-on experience, where they have actively applied their understanding of the product in various scenarios. This period of engagement with Tableau Desktop equips them with the essential insights and proficiency required for the exam.
Purpose of this Exam Guide
This exam guide is designed to help you evaluate if you are ready to successfully complete the Tableau Desktop Specialist exam. This guide provides information about the target audience for the exam, the recommended training and documentation, and a complete list of exam objectives. We highly recommend a combination of on-the-job experience, course attendance, and self-study to maximize your chances of passing the exam.
Exam Overview
- Type of Questions: The exam includes 45 questions, a mix of multiple-choice and multiple-select formats.
- Product Version: The current testing is based on version 2022.3 of Tableau Desktop.
- Duration: The total time allotted is 60 minutes, which includes 3 minutes for reviewing the Non-Disclosure Agreement (NDA).
- Languages Available: The exam is offered in English and Japanese.
Performance Measurement:
- Passing Score: A score of 750 is required to pass.
- Result Notification: Results are emailed within 48 hours after completing the exam.
Exam Logistics:
- Prerequisites: There are no prerequisites for taking this exam.
- Registration Fee: The fee is USD $100, plus any applicable local taxes.
- Rescheduling Fee: If needed, rescheduling incurs a fee of USD $25, along with applicable taxes.
- Delivery Mode: The exam can be taken as a proctored test either onsite at a Pearson VUE testing center or in an online proctored setting.
- Check-in Process: Check-in for the exam starts 30 minutes before the scheduled time.
- Reference Material Policy: No hard-copy or online materials are allowed during the exam.
Exam Registration, Scheduling, and System Preparation
Registration and Scheduling Steps:
- Accessing Your Account: Create and/or log in to your Tableau Certification Account
- Exam Scheduling: Navigate to the “Schedule My Exam” section.
- Selecting Pearson VUE: Choose the option for scheduling or managing your exam with Pearson.
- Pearson Dashboard: On your Pearson Dashboard, select the desired exam and proceed to schedule it.
System Preparation:
- Technical Setup: Ensure that your computer, network, and physical environment are optimally configured for the exam.
- System Test: It’s crucial to perform a system test before the exam day. This test should mimic the conditions of the actual exam (such as the time of day and internet usage levels).
- Consistency: Ensure that the test conditions are similar to those under which you will take the actual exam.
Check-in Process:
- Identification Requirements: Present a valid, government-issued ID in its original form (photocopies are not accepted). The name on your ID must exactly match the one on your exam registration and should include a recent, recognizable photo.
- Consequences of Non-Compliance: Failing to meet the ID requirements will lead to the termination of your exam session.
Exam Structure
Timeliness and Efficiency:
- Essential Competency: The ability to complete tasks effectively and efficiently is a key expectation in most organizations. Accordingly, this exam is timed to assess this critical competency in candidates.
Access to Materials and Applications:
- Strict Prohibition: During the exam, accessing the internet or any external applications is strictly forbidden.
Commenting During the Exam:
- Feedback Opportunity: Candidates can comment on exam items, but should note that direct responses to these comments are not provided.
- Review Process: The Certification Team reviews all comments and considers this feedback, along with the statistical performance of the items, for future exam versions.
Handling Technical Issues:
- Immediate Action: Contact the proctor immediately if you face any technical issues.
- Potential Solutions: The proctor may suggest or implement a restart of the exam, which could be required more than once.
- Escalation Steps: If issues persist and you feel they might negatively impact your results or prevent exam completion, request the proctor to stop the exam and log a case with Pearson VUE.
- Follow-Up: After the exam is stopped, further follow-up should be done with the Tableau Certification Team via Trailhead Help by submitting a case.
Results and Scoring
Receiving Results:
- Notification: Candidates will be notified via email when their score report is ready, typically within 48 hours post-exam.
- Accessing Score Report: To view the report, log into your certification account, navigate to ‘Schedule My Exam/Schedule or Manage my exam with Pearson’, select ‘GO TO PEARSON’, and then check ‘my Exam History’ or ‘View Exam Results’ in your Pearson VUE account dashboard.
Understanding Scaled Scoring:
- Concept: Scaled scoring is a method to standardize scores 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.
Score Reports for Failed Attempts:
- Content: Reports include a performance breakdown by section, highlighting strengths and weaknesses.
- Interpretation Caution: These section-level insights should be carefully considered and paired with other remediation methods before retaking the exam.
Scoring Insight:
- Scoring Criteria: Final scores are based on the number of correctly answered questions or completed tasks.
- No Partial Credit: For questions requiring multiple selections, partial answers do not earn credit; full completion is required.
Unscored Content:
- Purpose: The exam includes unscored items for future validity testing.
- Impact on Scoring: These items are indistinguishable during the exam and do not affect the exam’s score.
Recommended Training and References
To effectively prepare for the Tableau Desktop Specialist exam, we recommend a multifaceted approach that combines practical experience, formal training, and individual study.
Beyond gaining practical experience, it is highly recommended that candidates also acquaint themselves thoroughly with the material covered in the subsequent Tableau training programs and resources:
ForceDigest: Tableau Desktop Specialist Practice Exam – Tableau Desktop Specialist Exam Guide
Instructor-Led Courses: Desktop I: Fundamentals
Exam Outline
DOMAIN TITLE | % OF EXAM CONTENT |
---|---|
Domain 1: Connecting to and Preparing Data | 23% |
Domain 2: Exploring and Analyzing Data | 37% |
Domain 3: Sharing Insights | 25% |
Domain 4: Understanding Tableau Concepts | 15% |
TOTAL | 100% |
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