Tableau Certified Data Analyst

The Tableau Certified Data Analyst certification is intended for individuals who enable stakeholders to make business decisions by understanding the business problem, identifying data to explore for analysis, and delivering actionable insights. This credential validates core Tableau knowledge and development skills of employees, partners, customers, and freelancers, who need to work with various Tableau products including Tableau Desktop, Tableau Prep, and either Tableau Server or Tableau Cloud. There are no prerequisites for the exam. Upon successful completion of this exam, candidates are awarded the title of Tableau Certified Data Analyst. This title is valid for 2 years.

Course Outline

Domain 1:  Connect to and Transform Data

    1.1.   Connect to data sources

• 1.1.1. Identify data source
• 1.1.2. Determine live connection vs. extract
• 1.1.3. Connect to extracts
• 1.1.4. Connect to files
• 1.1.5. Connect to relational databases
• 1.1.6. Connect to published data sources from a Tableau Server or Tableau Cloud site
• 1.1.7. 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 fields into folders
• 1.2.4. Use multiple data sources (establish relationships, create joins, union tables)
• 1.2.5. Prepare data by using Data Interpreter, pivot, and split
• 1.2.6. Create extract and data source 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
• 1.3.7. Determine which output type to use

    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
• 2.1.2. Write string functions
• 2.1.3. Write logical and Boolean expressions
• 2.1.4. Write number functions
• 2.1.5. Write type conversion functions
• 2.1.6. Write aggregate functions
• 2.1.7. Write basic spatial calculations

    2.2.   Create calculated fields

• 2.2.1. Moving average and window 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. Index
• 2.2.7. Ranking
• 2.2.8. Apply quick table calculations
• 2.2.9. Customize table calculations

    2.3.   Create and use filters

• 2.3.1. Apply filters to dimensions and measures
• 2.3.2. Configure filter settings including Top N, Bottom N, include, exclude, wildcard, and conditional
• 2.3.3. Add filters to context
• 2.3.4. Apply filters to multiple sheets and data sources

    2.4.   Create parameters to enable interactivity

• 2.4.1. In calculations
• 2.4.2. With filters
• 2.4.3. With reference lines
• 2.4.4. Set parameters to dynamically refresh

    2.5.   Structure the data

• 2.5.1. Sets
• 2.5.2. Bins
• 2.5.3. Hierarchies
• 2.5.4. Groups

    2.6.   Map data geographically

• 2.6.1. Create symbol maps
• 2.6.2. Create density maps
• 2.6.3. Create choropleth maps (filled maps)
• 2.6.4. Create mark layers

    2.7.   Summarize, model, and customize data by using the Analytics pane

• 2.7.1. Totals and subtotals
• 2.7.2. Reference lines
• 2.7.3. Reference bands
• 2.7.4. Average lines
• 2.7.5. Trend lines
• 2.7.6. Distribution bands
• 2.7.7. Forecast by using default settings
• 2.7.8. Customize a data forecasting model

    2.8.   Create Level of Detail (LOD) calculations

• 2.8.1. Write FIXED LOD calculations
• 2.8.2. Write INCLUDE LOD calculations
• 2.8.3. Write EXCLUDE LOD calculations
• 2.8.4. Write nested LOD calculations

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 (containers, images, text)
• 3.2.3. Create stories using story points

    3.3.   Add interactivity to dashboards

• 3.3.1. Use filter in a dashboard
• 3.3.2. Add filter, URL, and highlight actions
• 3.3.3. Create interactivity using dynamic zone visibility
• 3.3.4. Add navigation buttons
• 3.3.5. Create interactivity using set and parameter actions
• 3.3.6 Create show/hide buttons for dashboard objects

    3.4.   Format workbooks, worksheets, and 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. Customize tooltips
• 3.4.5. Apply padding
• 3.4.6. Format gridlines, row-level and column-level bands, and shading
• 3.4.7. Create a 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 from Desktop or Prep
• 4.1.3. Export content
• 4.1.4. Publish a flow

    4.2.  Schedule data updates

• 4.2.1. Schedule data extract refreshes

    4.3.  Manage published workbooks

• 4.3.1. Create alerts
• 4.3.2. Create subscriptions
• 4.3.3. Create and save custom views
• 4.3.4. Understand user roles and permissions
• 4.3.5. Customize and distribute a published workbook

Maintaining Your Certification

Tableau certifications are valid for 24 months from the date you passed the exam. To maintain your active status you will want to pass the corresponding exam again. Expired titles are unable to receive certain benefits and do not allow for discounts on exam purchases. Digital badges for expired titles will remain available to you but will show as expired.