Book Image

Tableau Desktop Specialist Certification

By : Adam Mico
Book Image

Tableau Desktop Specialist Certification

By: Adam Mico

Overview of this book

The Tableau Desktop Specialist certification is fundamental for any data visualization professional who works in the field with Tableau. This book gets you started by covering the exam format, Tableau basics, and best practices for preparing data for analysis and visualization. It also builds on your knowledge of advanced Tableau topics to get you up to speed with the essential domains and domain objectives. Although the guide provides an outline and starting point to key in on what needs to be understood before the examination, it also delivers in context to give you a strong understanding of each piece before taking the exam. Instructions on how to get hands on with examples, a common data source, and suggested elements are also included. Understanding the concepts will not only assist you in passing the examination, but will also help you work effectively with the tool in your workspace. By the end of this book, you'll be able to efficiently prepare for the certification exam with the help of mock tests, detailed explanations, and expert advice from the author.
Table of Contents (17 chapters)
Part 1: Introduction to Tableau
Part 2: Mastering the Exam
Part 3: The Final Prep

Creating and modifying a simple dashboard

Dashboards are the most common delivery method for Tableau visualizations. Not only can you leverage one or more sheets but you can also have the bonus of interactivity between the worksheets to provide stronger analytical and exploratory powers than a single sheet can do alone. You will begin to prepare your dashboard, add dashboard actions, configure a layout, and format a dashboard.

Dashboard pre-work

Before you build the dashboard, you need to make sure the point map you built in Figure 9.15 is complete. Your dashboard will look at a point map (with the sum of sales by state) but colored by Profit Ratio and further detailed with a data table or crosstab. To build a functional dashboard, sheets need to be added to it; the following instructions will show you how to achieve that objective by having multiple sheets intended to work together:

  1. Duplicate the Mark Sizing Map Example sheet.
  2. Rename the sheet Sales and Profit Ratio...