Book Image

Tableau Desktop Certified Associate: Exam Guide

By : Dmitry Anoshin, JC Gillet, Fabian Peri, Radhika Biyani, Gleb Makarenko
Book Image

Tableau Desktop Certified Associate: Exam Guide

By: Dmitry Anoshin, JC Gillet, Fabian Peri, Radhika Biyani, Gleb Makarenko

Overview of this book

The Tableau Desktop Certified Associate exam measures your knowledge of Tableau Desktop and your ability to work with data and data visualization techniques. This book will help you to become well-versed in Tableau software and use its business intelligence (BI) features to solve BI and analytics challenges. With the help of this book, you'll explore the authors' success stories and their experience with Tableau. You'll start by understanding the importance of Tableau certification and the different certification exams, along with covering the exam format, Tableau basics, and best practices for preparing data for analysis and visualization. The book builds on your knowledge of advanced Tableau topics such as table calculations for solving problems. You'll learn to effectively visualize geographic data using vector maps. Later, you'll discover the analytics capabilities of Tableau by learning how to use features such as forecasting. Finally, you'll understand how to build and customize dashboards, while ensuring they convey information effectively. Every chapter has examples and tests to reinforce your learning, along with mock tests in the last section. 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 authors.

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Table of Contents (15 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
Free Chapter
1
Section 1: Getting Started with Tableau
Section 1: Getting Started with Tableau
2
Building Your Data Model
Building Your Data Model
Technical requirements
Initial preparation
Connecting to your data
Building your data model
Preparing your data
Summary
Questions
Further reading
3
Section 2: Answering Questions with Data
Section 2: Answering Questions with Data
4
Working with Worksheets
Working with Worksheets
Introduction to worksheets
Exploring the Data and Analytics panes
Shelves and cards
Summary
5
Analyzing Data Using Charts
Analyzing Data Using Charts
Technical requirements
Key charts in Tableau
Sorting your data
Creating filters, sets, groups, and hierarchies
Formatting your visuals
Summary
6
Visualizing Geographic Data
Visualizing Geographic Data
Technical requirements
Mapping basics
Map navigation
Map features – layering and custom territories
Modifying locations
Importing and managing custom geocoding
Connecting to spatial data
Using background images to plot spatial data
Creating density maps
Summary
7
Understanding Simple Calculations in Tableau
Understanding Simple Calculations in Tableau
Technical requirements
Calculation basics
Creating calculations
Building arithmetic calculations
Building string calculations
Building date calculations
Building logical statements
Other functions
Building grand totals and subtotals
Summary
Further reading
8
Section 3: Advanced Tableau
Section 3: Advanced Tableau
9
Tableau Table Calculations
Tableau Table Calculations
Technical requirements
General table calculations and background
Creating quick table calculations
Customizing table calculations
Setting up manual table calculations
Practical examples
Summary
Questions
Further reading
10
Level of Detail Expressions
Level of Detail Expressions
Technical requirements
Tableau's order of operations
FIXED LOD calculations
INCLUDE LOD calculations
EXCLUDE LOD calculations
Data source constraints for LOD
Summary
Questions
Further reading
11
Leveraging Analytics Capabilities
Leveraging Analytics Capabilities
Technical requirements
Basic tools in the Tableau Analytics pane
Additional analytical options
Using forecasting
A practical example
Summary
Questions
Further reading
12
Building Your Dashboards
Building Your Dashboards
Introduction to dashboards
Effective design practices
Exploring the Dashboard and Layout panes
Telling stories
Summary
13
Mock Test A + B (Assessment)
Mock Test A + B (Assessment)
Mock tests A and B
14
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Data source constraints for LOD

While LOD calculations are in general supported in Tableau, there are a few constraints on certain data source types. At the time of writing, here are the most notable exceptions to the rule:

Data source

Support

Google Big Query

Supported for standard SQL, not supported for legacy SQL

Microsoft Access

Not supported

Microsoft Jet-based connections (legacy connectors for Microsoft Excel, Microsoft Access, and text)

Not supported

Microsoft SQL Server

SQL Server 2005 and later

Mongo DB

Not supported

Oracle

Supported version 9i and later

PostgreSQL

Supported version 7 and later

A complete and up-to-date version of this list can be found at https://help.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_lod_constraints.htm.

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