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Tableau Certified Data Analyst Certification Guide

by Harry Cooney, Daisy Jones

June 2024

Beginner to intermediate

462 pages

10h 32m

English

Packt Publishing

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ContributorsAbout the AuthorsAbout the Reviewers
Who This Book Is ForWhat This Book CoversOnline Practice ResourcesDownload the Color ImagesConventions UsedTo Get the Most Out of This BookSetting up TableauDownload and Install Tableau DesktopTableau Server and Tableau CloudTableau Desktop Practical ExercisesInformation about the Exam Examination DomainsConnect to and Transform DataExplore and Analyze DataCreate ContentPublish and Manage Content on Tableau Server and Tableau CloudExamination FormatPrerequisites This examination does not require any pre-existing qualifications. A Tableau account is required to book and take the examination. If you do not already have a Tableau account, you can do so by following official Tableau instructions at https://mkt.tableau.com/files/CertificationAccountCreation.pdf. As part of this process, the Tableau/Salesforce Terms of Service must also be agreed to.Examination LengthCostAssessment LimitationsLanguage and AccessibilityQuestion Structure The Tableau Certified Data Analyst certification contains 55 questions, split across three sections. Questions from any of the four domains discussed previously may appear in these sections, in any order. The majority of these test theoretical knowledge; expect approximately 45 static, text-based questions. The format of these may be any of the following: Pass Criteria and ResultsShare Your ThoughtsDownload a Free PDF Copy of This Book
Introduction to DataMaking the Most Out of This Book – Your Certification and BeyondConnecting to SourcesData StructureChoosing an Appropriate Data Source TypeContent and QualityLevel of detail: Dimensions and MeasuresData QualityTechnical RequirementsPerformance: Data Size and StructureMicrosoft Excel (.xlsx) and Comma-Separated Values (.csv) TypesRelational DatabasesInitial Data ConnectionsConnecting to Tableau Server or Tableau CloudConnecting to a FileCSV and Excel Files.hyper or .tde FilesJSONPDFSpatial FilesStatistical FilesConnecting to Databases and Cloud ServicesDefault Server ConnectorsCustom SQL QueriesIntroduction to SQL and Custom Queries in TableauLive versus Extract ConnectionsLive ConnectionsData ExtractsOther Factors Affecting PerformanceConnection Management: the Datasource Pane and Data TabThe Datasource WindowThe Data TabMaking New Connections in Existing WorkbooksReplacing Data SourcesNotes, Caveats, and Unsupported Data SourcesWeb-Based Data Access: Drivers and APIsMultidimensional SystemsSummaryExam Readiness Drill – Chapter Review QuestionsExam Readiness DrillATTEMPT 1ATTEMPT 2ATTEMPT 3Working On Timing
IntroductionTypes of Fields in TableauData TypesData Type ConversionDimensions and MeasuresDimensions and Measure Field ConversionDiscrete and ContinuousDimension, Measure, Discrete, and Continuous CombinationsDiscrete and Continuous Color LegendsCleaning DataAssessing Data QualityCleaning data on Tableau DesktopDuplicating and Renaming a Field Updating the AliasesUpdating the Default Properties of FieldsData InterpreterUsing Data Interpreter in Tableau DesktopOrganizing the Data SourceCreating a FolderCleaning Data in Tableau PrepUsing Tableau Prep’s Data Cleaning FunctionalityTransforming DataTableau Desktop TransformationsSplitting a Field in Tableau DesktopPivoting Fields in Tableau DesktopAggregating Data in Tableau PrepAggregating DataPivoting Data in Tableau PrepPivoting Rows to Columns in Tableau PrepPivoting Columns to Rows in Tableau PrepCombining DataTableau Desktop JoinsCreating a Join in Tableau DesktopTableau Desktop UnionsCreating a Union in Tableau DesktopRelationshipsCreating a Relationship in Tableau DesktopBlendingCreating a Blend Relationship in TableauPrimary versus Secondary Data Source ChoiceTableau Prep JoinsCreating a Join in Tableau PrepTableau Prep UnionsCreating a Union in Tableau PrepSummaryExam Readiness Drill – Chapter Review QuestionsExam Readiness DrillATTEMPT 1ATTEMPT 2ATTEMPT 3Working On Timing
IntroductionDefining CalculationsCalculated FieldsAggregated Calculated FieldsMeasure AggregationUsing the SUM and MIN FunctionsMath FunctionsUsing the MEDIAN and STDEV FunctionsFixed Level of Detail CalculationsCreating a Fixed Level of Detail CalculationNumeric Calculated FieldsTransformational Mathematical FunctionsUsing the SQUARE and SQRT FunctionsField Format FunctionsUsing the ROUND and ABS FunctionsTrigonometryUsing the SIN and RADIANS FunctionsString Calculated FieldsPositional FunctionsUsing the RIGHT, LEFT, and MID FunctionsSearchingUsing the CONTAINS, STARTSWITH, and REPLACE FunctionsCaseUsing the UPPER and LOWER FunctionsOtherUsing the SPLIT and LEN FunctionsDate Calculated FieldsDate PartsUsing the YEAR, MONTH, DAY, and DATEPART FunctionsDate LogicUsing the DATETRUNC and DATEADD FunctionsUsing the DATEDIFF and TODAY FunctionsType ConversionData TypesUsing the STR and MAKEDATE FunctionsBoolean Calculated FieldsBoolean FunctionsUsing the IN FunctionIF LogicUsing the IIF Function and Creating an IF StatementCASE StatementsWriting a CASE StatementTable CalculationsBuilding a Table CalculationMoving CalculationsPercent of TotalRunning SumDifference and Percent of DifferencePercentileCustom Table CalculationsINDEXRankFirst-and LastSummaryExam Readiness Drill – Chapter Review QuestionsExam Readiness DrillATTEMPT 1ATTEMPT 2ATTEMPT 3Working On Timing
IntroductionData GroupingSetsCreating a Fixed Set and Filtering DataCreating a Top N SetCreating a Conditional SetCombining Sets for Advanced AnalysisGroupsCreating a Group from Data Points in a ViewEditing the GroupHierarchiesCreating a Product HierarchyUsing a Hierarchy in a ViewBinsCreating a Sales Bin and Counting the Customers in EachFilteringTypes of FiltersFiltering Directly from the ViewFilter ConfigurationCreating a Wildcard FilterCreating a Conditional FilterCreating a Top N FilterCreating a Date FilterCreating a Table Calculation FilterApplying Filters to Single or Multiple SheetsApplying a Filter to Multiple WorksheetsFiltering and the Order of OperationsCreating a Data Source FilterContext Filtering ExerciseParametersParameter CreationCreating a String Parameter from an Existing FieldCreating an Integer ParameterCreating a Date ParameterParameters in Calculated FieldsUsing a Parameter in a Calculated FieldFiltering with ParametersFiltering with a ParameterCustomizing Reference Lines Using ParametersCustomizing a Reference Line Using a ParameterSummaryExam Readiness Drill – Chapter Review QuestionsExam Readiness DrillATTEMPT 1ATTEMPT 2ATTEMPT 3Working On Timing
IntroductionArea ChartBar ChartBox PlotBullet GraphHeatmapGantt ChartHighlight TableHistogram TableLine ChartPacked Bubble ChartPie ChartScatter PlotText TableTreemapCombination ChartGeographic ChartsSymbol MapsCreating a Symbol Map in TableauDensity/Heat MapsCreating a Density Map in TableauFilled MapsCreating a Filled Map in TableauAnalyticsTotals and SubtotalsCreating Totals and SubtotalsReference Lines and Average LinesCreating a Constant and Average Reference Line in TableauReference Bands and Distribution BandsCreating a Reference Band and a Distribution BandBox PlotsCreating a Box PlotTrend LinesAdding a Trend Line to a Chart in TableauForecastingCreating and Customizing a Forecast in TableauPredictive ModelsCreating a Predictive Model in TableauSummaryExam Readiness Drill – Chapter Review QuestionsExam Readiness DrillATTEMPT 1ATTEMPT 2ATTEMPT 3Working On Timing
IntroductionDashboard CreationDashboard ObjectsSheetsContainersTextImageBlankButtonsWeb PageExtensionsAsk DataData StoryWorkflowCreating a Dashboard and Adding a Sheet and a TitleAdding a Container and Another Sheet to the DashboardAdding Buttons to the DashboardLayout OptionsDashboard Sizing/Device LayoutsFloating versus TiledAdding Tiled Objects and Floating Objects to a DashboardResizing the Default Canvas and Updating the Phone LayoutDashboard InteractivityDashboard ActionsFilter ActionsHighlight ActionsURL actionsAdding Filter Actions to the DashboardAdding a Highlight Action to the DashboardAdding a URL Action to the DashboardAdding User-Guiding Sentences to Improve the End-User ExperienceFiltering Multiple SheetsAdding a Filter to the Dashboard and Applying it to All SheetsSheet SwappingCreating a Sheet Swapper and Applying it to the DashboardDashboard Best PracticesStoriesCreating a StorySummaryExam Readiness Drill – Chapter Review QuestionsExam Readiness DrillATTEMPT 1ATTEMPT 2ATTEMPT 3Working On Timing
IntroductionApplying Color, Font, Shapes, and StylingColorFontAlignmentTooltipsShapesAdding Custom Shapes and Color PalettesAdding annotationsAdding tooltipsApplying paddingRemoving Gridlines, Row-Level and Column-Level Bands, and ShadingSummaryExam Readiness Drill – Chapter Review QuestionsExam Readiness DrillATTEMPT 1ATTEMPT 2ATTEMPT 3Working On Timing
IntroductionSharing Tableau ContentPublishing WorkbooksPublishing a Tableau WorkbookPublishing Data SourcesPublishing a Data SourceExporting ContentExporting to PDFCross-Tab Selected Data to ExcelScheduling Data UpdatesExtract RefreshesScheduling an Extract RefreshTableau Prep FlowsManaging Published WorkbooksAlertsCreating a Data-Driven AlertSubscriptionsCreating a SubscriptionSummaryExam Readiness Drill – Chapter Review QuestionsExam Readiness DrillATTEMPT 1ATTEMPT 2ATTEMPT 3Working On Timing

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Content preview from Tableau Certified Data Analyst Certification Guide

4 Grouping and Filtering

Introduction

This chapter will cover the various methods available in Tableau Desktop for grouping values together both across and within fields. This will be followed by a description of the different filtering functionalities in Tableau, including how to configure different types, how to apply filters to multiple worksheets, and the order by which filters operate. The chapter will finish with an explanation of Tableau’s parameters and the common use cases for them.

Tableau Desktop’s great strength is the ease with which users can manipulate their data and visualize it in different ways. Tableau Desktop allows users to quickly create custom fields based on groupings of values in existing fields, all within the user ...