Tableau Certified Data Analyst Training

Topic 1: Connect to and Transform Data

• Connect to Data Sources
• Choose an appropriate data source
• Choose between live connection or extract
• Connect to extracts
• Connect to spreadsheets
• Connect to .hyper files (or .tde files)
• Connect to relational databases
• Pull data from relational databases by using custom SQL queries
• Connect to a data source on Tableau Server
• Replace the connected data source with another data source for an existing chart or sheet
• Prepare data for analysis
• Assess data quality (completeness, consistency, accuracy)
• Perform cleaning operations
• Organize data into folders
• Use multiple data sources (establish relationships, create joins, union tables, blend data)
• Prepare data by using Data Interpreter, pivot, and split
• Create extract filters
• Perform data transformation in Tableau Prep
• Choose which data transformation to perform based on a business scenario
• Combine data by using unions
• Combine data by using joins
• Shape data by using aggregations
• Perform filtering
• Shape data by using pivots
• Customize fields
• Change default field properties (types, sorting, etc.)
• Rename columns
• Choose when to convert between discrete and continuous
• Choose when to convert between dimension and measure
• Create aliases

Topic 3: Explore and Analyze Data

• Create calculated fields
• Write date calculations (DATEPARSE, DATENAME…)
• Write string functions
• Write logical and Boolean expressions (If, case, nested, etc.)
• Write number functions
• Write type conversion functions
• Write aggregate functions
• Write FIXED LOD calculations
• Create quick table calculations
• Moving average
• Percent of total
• Running total
• Difference and percent of difference
• Percentile
• Compound growth rate
• Create custom table calculations
• Year to date
• Month to date
• Year over year
• Index
• Ranking
• First-last
• Create and use filters
• Apply filters to dimensions and measures
• Configure filter settings including Top N, Bottom N, include, exclude, wildcard, and conditional
• Add filters to context
• Apply filters to multiple sheets and data sources
• Create parameters to enable interactivity
• In calculations
• With filters
• With reference lines
• Structure the data
• Sets
• Bins
• Hierarchies
• Groups
• Map data geographically
• Create symbol maps
• Create heat maps
• Create density maps
• Create choropleth maps (filled maps)
• Summarize, model, and customize data by using the Analytics feature
• Totals and subtotals
• Reference lines
• Reference bands
• Average lines
• Trend lines
• Distribution bands
• Forecast by using default settings
• Customize a data forecasting model
• Create a predictive model

Topic 3: Create Content

• Create charts
• 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)
• Sort data (including custom sort)
• Create dashboards and stories
• Combine sheets into a dashboard by using containers and layout options
• Add objects
• Create stories
• Add interactivity to dashboards
• Apply a filter to a view
• Add filter, URL, and highlight actions
• Swap sheets by using parameters or sheet selector
• Add navigation buttons
• Implement user guiding sentences (click…, hover…, menu options)
• Format dashboards
• Apply color, font, shapes, styling
• Add custom shapes and color palettes
• Add annotations
• Add tooltips
• Apply padding
• Remove gridlines, row-level and column-level bands, and shading
• Apply responsive design for specific device layouts

Topic 4: Publish and Manage Content on Tableau Server and Tableau Cloud

• Publish Content
• Publish a workbook
• Publish a data source
• Print content
• Export content
• Schedule data updates
• Schedule data extract refreshes
• Schedule a Tableau Prep workflow
• Manage Published workbooks
• Create alerts
• Create subscriptions
• Create user-specific views
• Troubleshoot user permissions
• Customize and distribute a published workbook