Tableau Desktop Specialist Certification: A prep guide with multiple learning styles to help you gain Tableau Desktop Specialist certification

✍ Scribed by Adam Mico

• Publisher: Packt Publishing
• Tongue: English
• Leaves: 276
• Category: Library

✦ Synopsis

Master Tableau fundamentals and get the one and only Tableau certification that never expires, while expediting your journey from zero to certification

Key Features

• Learn how Tableau works inside and out for basic as well as intermediate uses of the application
• Gain knowledge from a Tableau visionary and ambassador who successfully passed the examination in 2021
• Understand what is needed to pass a knowledge-based examination without having to use Tableau in the process

Book Description

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.

What you will learn

• Understand how to add data to the application
• Explore data for insights in Tableau
• Discover what charts to use when visualizing for audiences
• Understand functions, calculations and the basics of parameters
• Work with dimensions, measures and their variations
• Contextualize a visualization with marks
• Share insights and focus on editing a Tableau visualization

Who this book is for

If you're a data analyst, data scientist, or if you just want to enhance your data visualization tool stack, this book is for you. It's designed for those without prior and those with minimal exposure to Tableau, which also means it's useful for anyone moving into their first role that relies on data visualization.

Table of Contents

1. Tableau Desktop Specialist Certification Overview
2. Data Ingestion
3. How to Interpret the Data in a Data Visualization
4. Working with Dimensions, Measures, and Marks
5. Calculations and Functions Syntax
6. Connecting to and Preparing Data
7. Understanding and Creating Fundamental Charts in Tableau
8. Data Organization and Worksheet Analytics
9. Sharing insights
10. Exam Preparation
11. Mock Tests

✦ Table of Contents

Cover
Title Page
Copyright and Credits
Contributors
Table of Contents
Preface
Part 1: Introduction to Tableau
Chapter 1: Tableau Desktop Specialist Certification Overview
How will a Tableau Desktop Specialist certification help me?
United States
United Kingdom
Learning Tableau Desktop basics
Application basics (as of April 2022)
Connecting to data
Worksheets
Worksheets, dashboards, and stories
Worksheet Data pane basics
Show Me charts
Summary
Knowledge check
Chapter 2: Data Ingestion
Technical requirements
Data structure basics
Format
Basic data categorization and data types
Pivoted versus unpivoted data
Data cleanliness basics
Connecting to data
Overview of the Data Source pane
Formatting fields in the Data Source pane
Core cleaning functions of the Data Source pane
Summary
Knowledge check
Chapter 3: How to Interpret Data in a Tableau Visualization
Technical requirements
Simple one-chart data visualization
Formatting a chart in Tableau
Filters and actions
Tooltips
Summary
Knowledge check
Chapter 4: Working with Dimensions, Measures, and Marks (Oh My)
Technical requirements
Grasping data dimensions
Data measures
Discrete versus continuous (blue versus green fields – otherwise known as pills)
The Tableau Marks section
Tableau mark types
Managing marks' appearance
Summary
Knowledge check
Chapter 5: Calculations and Functions Syntax
Technical requirements
Tableau functions
Number functions
String functions
Date functions
Logical functions
Basic aggregate functions
Other functions
Creating basic calculations in Tableau
Creating a (blank) calculated field
Building a calculation
Introduction to LOD expressions and parameters
LOD expressions
Parameters
Order of operations
Summary
Knowledge check
Part 2: Mastering the Exam
Chapter 6: Connecting to and Preparing Data
Technical requirements
Creating live data connections and extracts
Live versus extracted connections
Creating a live data connection
Creating an extracted data connection and local data source
Creating and managing the data model
Managing data properties
Unions in Tableau Desktop and join basics
Unions
Join basics
Summary
Knowledge check
Chapter 7: Understanding and Creating Fundamental Charts in Tableau
Technical requirements
Creating fundamental charts
Bar chart
Crosstab (text table)
Highlight table (also known as a heat map)
Stacked bar chart
Line chart
Area chart
Scatter plot
Dual-axis chart
Filled map
Point maps
Density maps
Summary
Knowledge check
Chapter 8: Data Organization and Worksheet Analytics
Technical requirements
Organizing data
Grouping data
Creating hierarchies
Working with sets
Applying analytics at the worksheet level
Managing manual/computed sorting
Dynamic sorting
Adding reference lines
Reference line instructions
Working with basic table calculations
Basic table calculation instructions
Understanding the basics of parameters
Creating bins and histograms
Instructions for creating a bin and a histogram
Summary
Knowledge check
Chapter 9: Sharing Insights
Technical requirements
Formatting a visualization for presentation
Using colors from the Marks card
Configuring fonts
Formatting marks as shapes
Configuring visualization animations
Changing the size of marks
Showing and hiding legends
Creating and modifying a simple dashboard
Dashboard pre-work
Viewing and sharing workbook data
Sharing a workbook as a file or on a server
View and export underlying data
Summary
Knowledge check
Part 3: The Final Prep
Chapter 10: Exam Preparation
Technical requirements
Preparation through examination scheduling
Examination basics
Preparing for the online examination before the day of the exam
Scheduling the examination and additional preparation
Final examination preparation
Post-scheduling preparation
Exam day preparation
Once the examination is done
Summary
Chapter 11: Mock Test
Technical requirements
Mock exam
Start the exam
Exam answers
Exam scoring
Basic scoring
Domain scoring
What’s next?
Summary
Index
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