Book Image

Tableau Certified Data Analyst Certification Guide

By : Mr. Harry Cooney, Mr. Daisy Jones
Book Image

Tableau Certified Data Analyst Certification Guide

By: Mr. Harry Cooney, Mr. Daisy Jones

Overview of this book

The Tableau Certified Data Analyst certification validates the essential skills needed to explore, analyze, and present data, propelling your career in data analytics. Whether you're a seasoned Tableau user or just starting out, this comprehensive resource is your roadmap to mastering Tableau and achieving certification success. The book begins by exploring the fundamentals of data analysis, from connecting to various data sources to transforming and cleaning data for meaningful insights. With practical exercises and realistic mock exams, you'll gain hands-on experience that reinforces your understanding of Tableau concepts and prepares you for the challenges of the certification exam. As you progress, expert guidance and clear explanations make it easy to navigate complex topics as each chapter builds upon the last, providing a seamless learning experience—from creating impactful visualizations to managing content on Tableau Cloud. Written by a team of experts, this Tableau book not only helps you pass the certification exam but also equips you with the skills and confidence needed to excel in your career. It is an indispensable resource for unlocking the full potential of Tableau.

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Table of Contents (11 chapters)
Preface
Preface
Who This Book Is For
What This Book Covers
Online Practice Resources
Download the Color Images
Conventions Used
To Get the Most Out of This Book
Setting up Tableau
Tableau Server and Tableau Cloud
Tableau Desktop Practical Exercises
Information about the Exam
Examination Domains
Examination Format
Share Your Thoughts
Download a Free PDF Copy of This Book
Free Chapter
1
Chapter 1: Connecting to Data
Introduction to Data
Making the Most Out of This Book – Your Certification and Beyond
Connecting to Sources
Data Structure
Choosing an Appropriate Data Source Type
Technical Requirements
Microsoft Excel (.xlsx) and Comma-Separated Values (.csv) Types
Relational Databases
Initial Data Connections
Connecting to Tableau Server or Tableau Cloud
Connecting to Databases and Cloud Services
Introduction to SQL and Custom Queries in Tableau
Connection Management: the Datasource Pane and Data Tab
Summary
Exam Readiness Drill – Chapter Review Questions
Working On Timing
2
Chapter 2: Transforming Data
Introduction
Types of Fields in Tableau
Cleaning Data
Data Interpreter
Organizing the Data Source
Cleaning Data in Tableau Prep
Transforming Data
Aggregating Data in Tableau Prep
Pivoting Data in Tableau Prep
Combining Data
Tableau Desktop Unions
Relationships
Blending
Tableau Prep Joins
Tableau Prep Unions
Summary
Exam Readiness Drill – Chapter Review Questions
Working On Timing
3
Chapter 3: Calculations
Introduction
Defining Calculations
Calculated Fields
Fixed Level of Detail Calculations
Numeric Calculated Fields
Field Format Functions
String Calculated Fields
Date Calculated Fields
Type Conversion
Boolean Calculated Fields
CASE Statements
Table Calculations
Moving Calculations
Running Sum
Custom Table Calculations
Summary
Exam Readiness Drill – Chapter Review Questions
Working On Timing
4
Chapter 4: Grouping and Filtering
Introduction
Data Grouping
Filtering
Parameters
Summary
Exam Readiness Drill – Chapter Review Questions
Working On Timing
5
Chapter 5: Charts
Introduction
Area Chart
Bar Chart
Box Plot
Bullet Graph
Heatmap
Gantt Chart
Highlight Table
Histogram Table
Line Chart
Packed Bubble Chart
Pie Chart
Scatter Plot
Text Table
Treemap
Combination Chart
Geographic Charts
Analytics
Summary
Exam Readiness Drill – Chapter Review Questions
Working On Timing
6
Chapter 6: Dashboards
Introduction
Dashboard Creation
Layout Options
Dashboard Interactivity
Filtering Multiple Sheets
Sheet Swapping
Dashboard Best Practices
Stories
Creating a Story
Summary
Exam Readiness Drill – Chapter Review Questions
Working On Timing
7
Chapter 7: Formatting
Introduction
Applying Color, Font, Shapes, and Styling
Summary
Exam Readiness Drill – Chapter Review Questions
Working On Timing
8
Chapter 8: Publishing and Managing Content
Introduction
Sharing Tableau Content
Scheduling Data Updates
Managing Published Workbooks
Summary
Exam Readiness Drill – Chapter Review Questions
Working On Timing
9
Chapter 9: Accessing the Online Practice Resources
Chapter 9: Accessing the Online Practice Resources
How to Access These Resources
Troubleshooting Tips
Back to the Book
Why subscribe?
10
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Data Grouping

This section will take you through the methodologies to group data on Tableau Desktop, including creating sets, groups, hierarchies, and bins.

Sets

Tableau’s sets are Boolean fields that effectively group values based on the membership of the set. Values that meet the conditions for membership of a set are considered to be In, whereas those that do not are considered Out. This allows the set to be used in the same way as a true/false Boolean field within Tableau. Sets are symbolized in Tableau via Venn diagram icons. Sets can only be created on dimensions.

The simplest type of set is one that has the membership defined via the inclusion or exclusion of values in a field. A set can be created by right-clicking a field, selecting Create, and then Set. The Set Creation User interface will then open, and values can be selected from the list shown. These values will, by default, be considered members of the set. The Exclude checkbox can be selected to reverse...

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