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Tableau Consultant

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Tableau Consultant Study Checklist

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1.1.1 Map business needs to Tableau capabilities

0/8

Current-state discovery with the Data and Analytics Survey

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Analytics value map from business goals to analytics capabilities

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Prioritizing initial use cases and data sources for a Tableau deployment

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Matching business needs to Desktop, Prep, Server, Cloud and Bridge

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Mapping current-state report roles to Creator, Explorer and Viewer licenses

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Live connections versus extracts for data freshness needs

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Proactive delivery needs: subscriptions, data-driven alerts and Pulse

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Sharing analytics with external audiences: embedding versus Tableau Public

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1.1.2 Translate analytical requirements into Tableau context by using best practices

0/5

  • Chart type selection for a stated analytical question
  • Audience-driven level of detail and context in dashboard design
  • Guided analysis versus show-everything dashboard design
  • Dashboard layout, sizing and device-specific design
  • Color strategy for alerting, highlighting and consistency in dashboards

1.1.3 Recommend whether to use Tableau Server or Tableau Cloud, including migration

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  • Tableau Cloud operating model benefits versus self-hosted Tableau Server
  • Client requirements that favor keeping Tableau Server
  • Self-hosting Tableau Server on public cloud infrastructure versus Tableau Cloud
  • Shared responsibility and content backups in Tableau Cloud
  • Tableau Cloud compliance certifications and data residency
  • Licensing model differences between Tableau Server and Tableau Cloud
  • Tableau Cloud site capacity and site model in the migration decision
  • Data source compatibility review before migrating to Tableau Cloud
  • Tableau Bridge and private-network data, including Prep flows, after migration
  • Authentication and user provisioning changes in a Server-to-Cloud move
  • Embedding, guest access and customization differences in Tableau Cloud
  • Replacing Tableau Server repository monitoring with Admin Insights
  • View load performance on Tableau Cloud versus a tuned Tableau Server
  • Migration readiness assessment and premigration content cleanup
  • Choosing a Server-to-Cloud migration tool or service
  • Tableau Cloud site preparation before content migration
  • Migration limitations and content that needs rework after the move
  • Testing, validation and cutover for a Server-to-Cloud migration

1.1.4 Recommend and plan a Tableau Server upgrade

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  • Reasons and support options when recommending a Server upgrade
  • Assessing current deployment, capacity and dependencies before an upgrade
  • Target version selection and review of product changes
  • Upgrade cadence and downtime window planning
  • In-place versus Blue/Green upgrade approach for Tableau Server
  • Side-by-side TSM upgrade behavior and user downtime
  • Combining a Server upgrade with a move to new hardware
  • Pre-upgrade environment preparation for Tableau Server
  • Backup, non-production testing and rollback for a Tableau Server upgrade
  • Upgrading client and companion software alongside Tableau Server
  • Communication, education and support plans for a Server upgrade
  • Verifying and cleaning up after a Tableau Server upgrade

1.2.1 Evaluate whether existing data supports business needs

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  • Gap analysis between required metrics and available, accessible data
  • Field data types, domains and values as analysis-readiness checks
  • Data granularity versus the level of detail the analysis requires
  • Combining existing sources stored at different levels of detail
  • Location data that Tableau can geocode for map requirements
  • Custom geocoding versus other remedies for unrecognized locations

1.2.2 Evaluate lineage of existing data structures

0/6

  • Upstream and downstream impact analysis with Tableau Catalog lineage
  • Data Management licensing and Catalog enablement for lineage on Server versus Cloud
  • Notifying downstream owners and users about upstream data changes
  • Metadata API versus the Catalog Lineage tab for lineage reporting
  • Lineage gaps from custom SQL, cube and parameterized flow connections
  • Lineage count mismatches and permission-limited metadata in Catalog

1.2.3 Evaluate existing data structures for performance risks and enhancement opportunities

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  • Upstream shaping and pre-aggregation to match the analysis
  • Reducing data volume with data source filters and extract settings
  • Joins, blends and cross-database joins as performance trade-offs
  • Referential integrity settings for join culling and relationship queries
  • Native database connectors versus ODBC drivers for performance
  • Database-level tuning recommendations for Tableau query workloads
  • Isolating data source performance from workbook and network factors
  • Upstream ETL versus Tableau Prep versus in-workbook data shaping
  • Reshaping wide data into a tall, tidy structure
  • Data Interpreter versus Tableau Prep cleaning steps for messy source files
  • Relationships versus joins versus unions versus blends for combining data
  • Centralized published data sources versus self-service data preparation
  • Defining the grain of a data source and its row identifier
  • Deriving the minimum required grain from analytical requirements
  • Inflated totals from values repeated at a coarser grain
  • Relationships versus joins for tables at different levels of detail
  • Deepest granularity versus sparse entitlement models
  • Matching entitlement user values to Tableau identities
  • Deepest-granularity entitlement join and user filter
  • Sparse entitlement join logic with NULL as all-access
  • Denormalized entitlements view with users and roles mapping
  • Securing entitlement RLS in a published data source
  • Entitlement-table RLS with multi-table extracts
  • Join and filter performance for entitlement-table RLS
  • Virtual connection data policy design with an entitlement table
  • Writing a data policy condition
  • Group membership function versus user identity functions in Tableau
  • USERNAME versus FULLNAME for matching security columns
  • ISMEMBEROF group name arguments and membership behavior
  • Combining ISMEMBEROF and USERNAME in one row-level security filter
  • Row-level security versus content permissions for a data access requirement
  • Manual user filters versus dynamic user filters
  • Virtual connection data policies versus data source RLS filters
  • When to reuse existing database RLS instead of building RLS in Tableau
  • Impersonation, Kerberos delegation, SAML delegation and initial SQL compared
  • RLS approach fit for extracts versus live connections
  • RLS approach constraints on Tableau Cloud versus Tableau Server
  • User attribute functions for RLS in embedded content
  • Row-level security options for OLAP cube connections
  • Live connection versus extract in a connection recommendation
  • Native connector, plug-in connector or generic ODBC for an unlisted database
  • ODBC driver capability limitations and connection tuning
  • File-based data connections for Tableau Cloud and Server
  • When custom SQL is justified over canvas joins, unions and pivots
  • Web Data Connector SDK versus Hyper API versus Connector SDK
  • Hyper API for custom extract creation and update pipelines
  • When Tableau Cloud needs Tableau Bridge versus a direct connection
  • Bridge live queries versus Bridge extract refreshes
  • Tableau Bridge network and security requirements
  • Connector support and driver setup for Tableau Bridge
  • Refreshing file-based data through Tableau Bridge
  • Bridge client pools and private network domain mapping
  • Bridge support for virtual connections to private network data
  • Planning Bridge client capacity and management model
  • Choosing where aggregation happens across the Tableau data pipeline
  • Aggregated extracts and extract right-sizing options
  • Tableau Prep Aggregate step versus FIXED LOD calculations
  • Purpose-built summary data sources versus one consolidated detail source
  • Aggregated data sources to limit exposure of row-level detail
  • Advanced chart type versus a simpler standard chart for the audience
  • Sankey diagrams for flow between categorical stages
  • Chord diagrams versus Sankey for relationships among entities
  • Radar charts for comparing items across several metrics
  • Small multiples versus single dense or overlaid charts
  • Tile maps versus filled maps for state-level comparison
  • Data densification techniques and when to use them
  • Building advanced chart types in Desktop versus web authoring
  • Stages of the Tableau query pipeline
  • Data source and extract filters versus context filters
  • Top N, conditional filters and sets versus general dimension filters
  • LOD expression types relative to dimension filters
  • Table calculations versus dimension and measure filters
  • Top N and conditional filters combined with a general dimension filter
  • LOD benchmarks that ignore or follow a user filter unexpectedly
  • Row-level security data source filters and company-wide FIXED benchmarks
  • Keeping percent-of-total values stable when categories are filtered out
  • Table calculation filters that hide marks without changing results
  • Choosing the dashboard action type for an interactivity requirement
  • Inserting field, filter, and parameter values into dynamic URL actions
  • Web page objects versus browser tabs as URL action targets
  • URL action data value options and mailto email links
  • Troubleshooting URL actions that fail on Tableau Server or Cloud
  • Parameter action source field, aggregation, and clearing settings
  • Parameter actions versus filter actions for context-preserving comparisons
  • Dynamic zone visibility driven by parameter actions
  • Reducing returned rows through needed fields, aggregation and granularity
  • Custom SQL versus native tables for query efficiency
  • Live connection versus extract for slow query-bound workbooks
  • Database-side tuning for slow live-connection queries
  • Server-wide data cache refresh frequency on Tableau Server
  • Workbook data freshness policy versus the server cache default
  • Query cache sizing and memory settings on Tableau Server
  • Scaling Cache Server processes for heavy view traffic
  • View Acceleration for frequently used Tableau Server views
  • Workbook design choices that limit cache reuse
  • Native Tableau features versus calculated fields
  • Data type cost of calculation results and string comparisons
  • Integer-valued parameters with string display labels in conditional calculations
  • CASE versus nested IF and ELSEIF logic efficiency
  • Efficient and correct date conversion calculations
  • Relative cost of aggregation functions in calculations
  • LOD expression query cost and join culling
  • LOD expressions versus table calculations or blends for performance
  • Filtering on complex calculated fields
  • Calculations that must stay in Tableau versus upstream candidates
  • Materializing calculations in extracts with Compute Calculations Now
  • Pre-aggregating data upstream for expensive calculations
  • LOD and rank calculations in Tableau Prep flows
  • Choosing the upstream layer: database view, Tableau Prep flow or extract
  • Performance recording as the first diagnostic step
  • Enabling and starting a performance recording on Tableau Server
  • Reading the Performance Summary timeline and events views
  • Using the Detailed Views dashboard to isolate slow activities
  • Long Compiling query events and calculation complexity
  • Long Executing query events on live connections versus extracts
  • Using recorded query text to tune the database
  • Slow Connecting to data source events
  • Computing layouts versus server rendering events
  • Geocoding, data blending and extract generation events
  • Interpreting Null-worksheet and missing query events in a recording
  • Dashboard and workbook sheet count as query load
  • Query batching through a shared level of detail across dashboard sheets
  • Interactive filter count versus filter actions
  • Filter settings that add query cost
  • Fixed-size versus automatic dashboard sizing
  • Mark density, large crosstabs and complex polygons
  • Workbook size from images and custom geocoding
  • Workbook Optimizer guideline checks before publishing
  • Choosing an aggregation for a dimension in an aggregated view
  • Conditional aggregation with a dimension test inside the aggregate
  • Aggregate ratios versus row-level ratios across dimension levels
  • INCLUDE LOD expressions for finer-than-view aggregation
  • ATTR to stop a dimension from partitioning a table calculation
  • Dimension and non-additive aggregation limits in data blends
  • Addressing versus partitioning dimensions in table calculations
  • Table versus Pane compute-using scopes for multi-directional calculations
  • At the level and Restart every options with Specific Dimensions
  • WINDOW functions for moving and partition-wide calculations
  • LOOKUP versus PREVIOUS_VALUE for cross-row and recursive logic
  • Nested table calculations with independent Compute Using settings
  • Tableau Prep multi-row calculations versus Desktop table calculations
  • Fiscal year start at data source versus date field level
  • Date parts and truncations affected by a fiscal calendar
  • Fiscal requirements beyond the built-in Fiscal Year Start setting
  • ISO-8601 week-based calendar and iso date parts
  • Week start setting versus `start_of_week` in date functions
  • Period-to-date and prior-period comparison date calculations
  • Valid dimension declarations and aggregate expressions in LOD syntax
  • FIXED versus INCLUDE versus EXCLUDE when results must hold across views
  • LOD results coarser or finer than the view: aggregation versus replication
  • Table-scoped LOD expressions for row-to-overall comparisons and percent of total
  • FIXED LOD results used as dimensions for cohorts and frequency buckets
  • Nested LOD expressions for multi-level aggregation
  • LOD expressions to correct join duplication versus relationships
  • LOD expression limitations with data blending and data source constraints
  • Percent-of-total ratios combining aggregates with LOD expressions
  • Row-level flags and comparisons against LOD benchmarks
  • FIXED LOD and date functions for cohort retention measures
  • Table calculations computed over LOD expression results
  • Period-over-period comparisons combining date logic with table calculations
  • Parameter-driven calculations combined with LOD and table calculations
  • LOD expression versus table calculation versus aggregate for multi-step requirements
  • Mixing aggregate and non-aggregate arguments in a calculation
  • Asterisks and ATTR results in calculated values
  • Blank values at partition edges in offset table calculations
  • Grand totals and aggregated values that differ from displayed row values
  • Replicated and inflated values from LOD expressions in the view
  • EXCLUDE and INCLUDE dimension matching with date expressions
  • Isolating faults in complex multi-step calculations
  • Centralized, delegated and self-governing governance models
  • Data and content governance areas in a mixed governance model
  • Modern Analytics Workflow roles mapped to Tableau site roles
  • Virtual connections for centrally governed data access
  • Tableau Catalog versus Metadata API for metadata management
  • Closed permissions model and the Default project baseline
  • Project-level and group-level permission management
  • Locked versus customizable project permissions
  • Permission templates and capabilities for downloading and editing content
  • Project Leader capability for delegated project administration
  • Permission rule evaluation across user and group rules
  • Site role caps versus permission rules in effective access
  • Group sets for access that requires membership in multiple groups
  • Sites versus projects for isolating departments and sensitive content
  • Multi-factor authentication options for Tableau Cloud
  • Certifying published data sources to steer analysts to trusted data
  • Roles and capabilities required to certify data assets
  • Certification criteria and data review before data is trusted
  • Consolidated published data sources to limit data source proliferation
  • Data Management prerequisites for certification and quality warnings
  • Tableau Catalog discovery to prevent duplicate data sources
  • Data quality warning types and the assets that carry them
  • Visibility and downstream surfacing of data quality warnings
  • Monitoring quality warnings for extract refresh and flow run failures
  • Data quality warnings versus sensitivity labels and custom data labels
  • Insights that need an administrative view versus content-level usage tools
  • Administrative view access by site role and deployment scope
  • Tableau Server versus Tableau Cloud monitoring priorities
  • Admin views versus performance recordings for slow-content diagnosis
  • Admin views versus Admin Insights on Tableau Cloud
  • Traffic to Views versus Traffic to Data Sources for adoption measurement
  • Background task admin views for extract failures and schedule delays
  • Admin views and data sources for view load performance
  • Space usage, disk space and stale content admin views
  • User activity and sign-in monitoring with Actions views and Admin Insights
  • License utilization monitoring on Tableau Server and Tableau Cloud
  • Admin Insights Site Content data source for content governance
  • Admin Insights Permissions, Subscriptions and Tokens for security audits
  • Tableau Bridge monitoring admin views on Tableau Cloud
  • Custom administrative views from the Tableau Server repository
  • Sharing and alerting on administrative data beyond administrators
  • Tableau Public versus Tableau Server or Cloud for sharing content
  • Site roles and project capabilities required to publish content
  • Published versus embedded data sources when publishing workbooks
  • Embedded versus prompted credentials for published data
  • Sheet visibility, tabs and thumbnail options when publishing workbooks
  • Live connection versus extract when publishing to Tableau Cloud
  • Extract refresh schedules and refresh types for published content
  • Publishing workbooks with local files or private network data to Server versus Cloud
  • Publishing Tableau Prep flows and flow outputs to Server or Cloud
  • Embedding published Tableau views in webpages and portals
  • Sandbox versus certified projects in a content promotion workflow
  • Development, staging and production environments for content promotion
  • Pre-deployment workbook testing and performance validation
  • Content Migration Tool use cases, plan transformations and limitations
  • Single governed workbook versus duplicate filtered copies for distribution
  • Subscriptions versus data-driven alerts for distributing published views
  • Rolling back a published workbook with revision history
  • Protecting custom views when maintaining published workbooks
  • Impact analysis and user notification before changing shared content
  • Retiring stale content and reassigning ownership

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