Tableau Certified Data Analyst Study Guide

Domain 1: Connect to and Transform Data

1.1. Connect to data sources

1.1.1. Identify data source – quiz questions
1.1.2. Determine live connection vs. extract – quiz questions
1.1.3. Connect to extracts – quiz questions
1.1.4. Connect to files – quiz questions
1.1.5. Connect to relational databases – quiz questions
1.1.6. Connect to a published data sources from Tableau Server or Tableau Cloud site – quiz questions
1.1.7. Replace the connected data source with another data source for an existing chart or sheet – quiz questions

1.2. Prepare data for analysis

1.2.1. Assess data quality (completeness, consistency, accuracy)
1.2.2. Perform cleaning operations – quiz questions
1.2.3. Organize data into folders – quiz questions
1.2.4. Use multiple data sources (establish relationshipscreate joinsunion tablesblend data) – quiz questions
1.2.5. Prepare data by using Data Interpreterpivot, and split – quiz questions
1.2.6. Create extract filters and data source filters – quiz questions

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 – quiz questions
1.3.3. Combine data by using joins – quiz questions
1.3.4. Shape data by using aggregations – quiz questions
1.3.5. Perform filtering – quiz questions
1.3.6. Shape data by using pivots – quiz questions
1.3.7. Determine which output type to use

1.4. Customize fields

Quiz questions on 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 (DATEPARSE, DATENAME…) – quiz questions
2.1.2. Write string functions – quiz questions
2.1.3. Write logical and Boolean expressions (If, case, nested, etc.)
2.1.4. Write number functions – quiz questions
2.1.5. Write type conversion functions – quiz questions
2.1.6. Write aggregate functions – quiz questions
2.1.7. Write basic spatial calculations

2.3. Create table calculations

Comment – odd that there is no section 2.2, but that’s how it is on Tableau’s exam outline.

Quiz questions on custom table calculations

2.3.1. Moving average and window average
2.3.2. Percent of total
2.3.3. Running total
2.3.4. Difference and percent of difference
2.3.5. Percentile
2.3.6. Index
2.3.7. Ranking
2.3.8. Apply quick table calculations
2.3.9 Customize table caclculations

2.4. Create and use filters

Quiz questions on create and use filters

2.4.1. Apply filters to dimensions and measures
2.4.2. Configure filter settings including Top N, Bottom Nincludeexcludewildcard, and
conditional
2.4.3. Add filters to context
2.4.4. Apply filters to multiple sheets and data sources

2.5. Create parameters to enable interactivity

Quiz questions on using parameters

2.5.1. In calculations
2.5.2. With filters
2.5.3. With reference lines
2.5.4. Set parameters to dynamically refresh

2.6. Structure the data

Quiz quesions on structuring the data

2.6.1. Sets
2.6.2. Bins
2.6.3. Hierarchies
2.6.4. Groups

2.7. Map data geographically

Quiz questions on mapping data

2.7.1. Create symbol maps
2.7.2. Create heat maps
2.7.3. Create density maps – note that “heat maps” and “density maps” are interchangeable terms
2.7.4. Create choropleth maps (filled maps)

2.8. Summarize, model, and customize data by using the Analytics feature

Quiz questions on the analytics feature

2.8.1. Totals and subtotals
2.8.2. Reference lines
2.8.3. Reference bands
2.8.4. Average lines
2.8.5. Trend lines
2.8.6. Distribution bands
2.8.7. Forecast by using default settings
2.8.8. Customize a data forecasting model
2.8.9. Create a predictive modelremoved from current exam curriculum

2.9. Create Level of Detail (LOD) calculations

Quiz questions on LOD calculations

2.9.1. Write FIXED LOD calculations
2.9.2. Write INCLUDE LOD calculations
2.9.3. Write EXCLUDE LOD calculations
2.9.4. 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)quiz questions
3.1.2. Sort data (including custom sort)questions on sorting

3.2. Create dashboards and stories

Quiz quesions on creating dashboards & stories

3.2.1. Combine sheets into a dashboard by using containers and layout options
3.2.2. Add objects
3.2.3. Create stories

3.3. Add interactivity to dashboards

Quiz questions on adding interactivity to dashboards

3.3.1. Apply a filter to a view
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 dashboards

Quiz questions on formatting 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. Add tooltips
3.4.5. Apply padding
3.4.6. Remove gridlines, row-level and column-level bands, and shadingnote that banding is a type of shading
3.4.7. Apply responsive design for specific device layouts

Domain 4: Publish and Manage Content on Tableau Server and Tableau Online

4.1. Publish Content

4.1.1. Publish a workbookquiz questions
4.1.2. Publish a data source from Tableau Desktop or Tableau Prepquiz questions
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 user specific views
4.3.4. •Understand user roles and permissions
4.3.5. Customize and distribute a published workbook

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