Tableau Desktop Specialist Certification

Tableau Desktop Specialist Certification

by Adam Mico
Released January 2023
Publisher(s): Packt Publishing
ISBN: 9781801810135

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Book description

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

Product information

  • Title: Tableau Desktop Specialist Certification
  • Author(s): Adam Mico
  • Release date: January 2023
  • Publisher(s): Packt Publishing
  • ISBN: 9781801810135