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Tableau Desktop Certified Associate: Exam Guide

By : Dmitry Anoshin, JC Gillet , Peri, Biyani, Makarenko

3.7 (7)

Tableau Desktop Certified Associate: Exam Guide

3.7 (7)

By: Dmitry Anoshin, JC Gillet , Peri, Biyani, 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.

Preface

Preface

Who this book is for

What this book covers

To get the most out of this book

Get in touch

Free Chapter

Section 1: Getting Started with Tableau

Section 1: Getting Started with Tableau

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

Section 2: Answering Questions with Data

Section 2: Answering Questions with Data

Working with Worksheets

Working with Worksheets

Introduction to worksheets

Exploring the Data and Analytics panes

Shelves and cards

Summary

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

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

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

Section 3: Advanced Tableau

Section 3: Advanced Tableau

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

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

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

Building Your Dashboards

Building Your Dashboards

Introduction to dashboards

Effective design practices

Exploring the Dashboard and Layout panes

Telling stories

Summary

Mock Test A + B (Assessment)

Mock Test A + B (Assessment)

Mock tests A and B

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Connecting to spatial data

We can connect to, and import spatial data from, TopoJSON files, Shapefiles, MapInfo tables, GeoJSON files, KML files, and Esri File Geodatabases. Using these files, we can connect to point, linear, and polygon geometries. Currently, mixed geometries are not allowed in Tableau.

Each of the file sources listed earlier has certain restrictions on what the folder containing these files must include. These are listed in the following table:

File Source	Files Required in Folder
Esri Shapefiles	`.shp`, `.shx`, `.dbf` , `.prj`, and `.zip`
Esri Geodatabases	Either `.zip` containing `.gdb` or a `.gdb` file
KML files	`.kml`
TopoJSON	`.topojson` or `.json`
GeoJSON	`.geojson`
MapInfo	`.MAP`, `.DAT`, `.TAB`, and `.MID`, or a `.MIF`, or `.ID` file

For an example of how to create maps using shapefiles, we will use the file downloaded for London Wards as...

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