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Tableau Data Analyst

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Tableau Data Analyst Study Checklist
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  • Matching stored data to the right connector category in Tableau Desktop
  • Recognizing a data source's type in the Data pane and Data Source page
  • Tableau data source contents and saved .tds versus .tdsx files
  • Choosing a live connection or an extract for a business requirement
  • Creating an extract from the Data Source page in Tableau Desktop
  • Connecting to an existing extract file in Tableau Desktop and Tableau Prep Builder
  • Reducing extract size with aggregation, row limits and hidden fields
  • Logical tables versus physical tables extract storage
  • File connector choice and settings in the Tableau Desktop Connect pane
  • Connecting to a relational database server in Tableau Desktop
  • Custom SQL versus Initial SQL in a Tableau Desktop database connection
  • Connecting Tableau Desktop to a published data source on Server or Cloud
  • Connecting to published data sources while web authoring
  • Connecting Tableau Prep Builder to a published data source
  • Editing limits on a published data source in a workbook
  • Creating a local copy of a published data source
  • When to connect to a published data source instead of an embedded one
  • Replacing a worksheet's data source in Tableau Desktop
  • Field mapping and invalid fields after replacing a data source
  • Replace Data Source versus Edit Connection for a moved or changed file
  • Traits of well-structured data for Tableau analysis
  • Completeness, consistency, and accuracy issues in sample data
  • Inspecting data quality in Tableau Desktop before analysis
  • Profiling data quality with the Tableau Prep Builder Profile pane
  • Validating field values with data roles in Tableau Prep Builder
  • Applying cleaning operations in a Tableau Prep Clean step
  • Cleaning operation availability and order across Tableau Prep step types
  • Hiding and unhiding fields in the Tableau Desktop Data pane
  • Creating Data pane folders and adding fields to them in Tableau Desktop
  • Relationships versus joins for tables at different levels of detail
  • Defining a relationship between logical tables
  • Join types and join clauses in the Tableau Desktop physical layer
  • Cross-database joins across multiple connections
  • Unioning tables in Tableau Desktop
  • Data blending with primary and secondary data sources
  • When to use Data Interpreter on a report-style spreadsheet in Tableau Desktop
  • Reviewing Data Interpreter results and working with found sub-tables
  • Data Interpreter availability: supported sources and size limits
  • Pivoting crosstab columns to rows on the Tableau Desktop Data Source page
  • Automatic split versus custom split in Tableau Desktop
  • Sequencing Data Interpreter, pivot, and split to reshape a report-style source
  • Extract filters versus data source filters
  • Configuring an extract filter in Tableau Desktop
  • Adding and editing data source filters in Tableau Desktop
  • Extract and data source filters in the filter order of operations
  • Selecting the Tableau Prep step type for a business requirement
  • Quick Clean string operations in a Tableau Prep clean step
  • Grouping inconsistent values with Group Values methods
  • Building a Union step in a Tableau Prep flow
  • Wildcard input unions of files and database tables in Tableau Prep
  • Creating and configuring a join step in Tableau Prep
  • Choosing a join type in the Tableau Prep join step
  • Inspecting and fixing unmatched join results in Tableau Prep
  • When to add an Aggregate step to change flow granularity in Tableau Prep
  • Grouped Fields versus Aggregated Fields in a Tableau Prep Aggregate step
  • Filter options in a Tableau Prep flow step
  • Filter timing around Aggregate, Pivot, Join and Union steps in Prep
  • Pivot columns to rows in a Tableau Prep pivot step
  • Wildcard search pivot for changing column sets in Tableau Prep
  • Pivot rows to columns with aggregation in Tableau Prep
  • Flow files (.tfl and packaged .tflx) versus running a flow to generate output
  • Choosing a Tableau Prep Builder output type for a business requirement
  • Prep output write options and full versus incremental refresh
  • Changing a field's data type in Tableau Desktop
  • Default sort order for dimension members in Tableau Desktop
  • Default field properties for aggregation, format, color and shape
  • Renaming fields in Tableau Desktop and the scope of the change
  • Discrete headers versus continuous axes when converting a numeric field
  • Discrete date parts versus continuous date truncations
  • Converting a field on a shelf versus in the Data pane
  • Field data types eligible for discrete or continuous conversion
  • When a numeric field should be treated as a dimension
  • When to convert a dimension to an aggregated measure
  • Converting to dimension versus converting to discrete
  • Creating aliases for dimension members in Tableau Desktop
  • Field roles and data types eligible for aliasing
  • Aliasing fields from a published data source
  • DATEPART versus DATENAME versus DATETRUNC
  • Elapsed time between two dates with DATEDIFF
  • Shifting a date by an interval with DATEADD
  • Year-to-date and rolling-period flags anchored to TODAY or a fixed date
  • DATEPARSE format strings for nonstandard date text
  • Text standardization with case, trim and REPLACE functions
  • String tests with CONTAINS, STARTSWITH and ENDSWITH
  • Substring extraction with LEFT, RIGHT, MID and FIND
  • SPLIT function for delimited string tokens
  • Regular expression functions for irregular text patterns
  • Boolean comparison calculations as filter and color fields
  • IF, ELSEIF and ELSE logic for tiered categories
  • Choosing among IF, IIF and CASE in a calculated field
  • IN operator versus chained OR conditions for membership tests
  • AND, OR and NOT evaluation with null values
  • ISNULL, IFNULL and ZN for null testing and replacement
  • ROUND versus CEILING versus FLOOR for rounding numeric values
  • ABS and SIGN for variance magnitude and direction
  • DIV and the modulo operator for integer quotients and remainders
  • Exponent, root and logarithm functions in calculated fields
  • HEXBINX and HEXBINY for hexagonal binning of coordinates
  • INT versus FLOAT numeric casting in calculated fields
  • STR casting for concatenation and numeric codes
  • Fixing a date field read as text in Tableau Desktop
  • Building dates and times from separate parts
  • Casting Boolean expressions to numbers or strings
  • Mixing aggregate and row-level expressions in a calculated field
  • COUNT versus COUNTD for counting unique members
  • Aggregate MIN and MAX versus two-argument comparisons
  • Conditional aggregation with logic inside an aggregate function
  • Ratio of aggregates versus aggregated row-level ratios
  • Median, percentile and dispersion aggregate functions
  • Correlation and covariance aggregate functions
  • Converting latitude and longitude fields to spatial points with MAKEPOINT
  • Origin-to-destination paths with MAKELINE for flow and spider maps
  • Spatial measurement calculations for distance, area and length
  • Radius areas around a location with BUFFER and INTERSECTS
  • Spatial joins in Tableau Desktop using a MAKEPOINT join calculation
  • Moving Calculation settings in the Table Calculation dialog
  • WINDOW_AVG offsets for a rolling average calculated field
  • WINDOW_AVG across the partition to compare marks with their average
  • Percent of Total table calculation and its Compute Using scope
  • Percent of total formula built with the TOTAL table calculation function
  • Percent of total under filtering: table calculation versus LOD denominator
  • Running Total table calculation setup in Tableau Desktop
  • RUNNING_SUM and related running functions in calculated fields
  • Secondary calculations layered on a running total
  • Difference From versus Percent Difference From versus Percent From
  • Relative to options for difference table calculations
  • LOOKUP-based difference and percent difference formulas
  • Hiding versus filtering marks a table calculation depends on
  • Percentile quick table calculation and its Compute Using setup
  • RANK_PERCENTILE versus WINDOW_PERCENTILE versus the PERCENTILE aggregate
  • INDEX numbering and Compute Using direction and partition
  • INDEX versus RANK, FIRST, LAST and SIZE table calculation functions
  • Rank quick table calculation scope and Compute Using
  • Rank function variants and tie handling
  • Filtering by a rank table calculation versus a Top N filter
  • Applying a quick table calculation to a measure in the view
  • Matching a business requirement to a quick table calculation type
  • Year over year growth, YTD and compound growth rate quick calculations
  • Quick table calculation defaults versus manually configured table calculations
  • Compute Using direction and scope options for a table calculation
  • Specific Dimensions: addressing versus partitioning fields
  • Turning a table calculation into a reusable calculated field
  • Nested table calculations with independent Compute Using settings
  • Keep Only and Exclude on selected marks and headers
  • Aggregated versus row-level (All values) measure filters
  • Quantitative filter options for measures
  • Range of dates versus discrete date-level filters
  • Relative date filters and anchor dates
  • Interactive filter cards for dimensions, measures and dates
  • Include versus exclude selections on the Filter dialog General tab
  • Wildcard match filters on string dimensions
  • Condition filters by field versus by formula
  • Top N and Bottom N filters on the Filter dialog Top tab
  • Combining General, Wildcard, Condition and Top tabs in one filter
  • Filter order of operations in Tableau Desktop
  • Context filters for dependent Top N and conditional filter results
  • Context filter performance practices
  • Apply to Worksheets scope options for a shared filter
  • Filtering across multiple data sources with related data sources
  • Parameter data types and allowable values for calculation inputs
  • Parameter-driven threshold and what-if calculations in Tableau Desktop
  • Swapping measures, dimensions or date levels with a parameter and CASE
  • Parameter-driven Top N and Bottom N filters
  • Parameter-referencing calculated fields as view filters
  • Parameter-driven reference lines, bands and target lines
  • Dynamic parameter allowable values refreshed when the workbook opens
  • Dynamic parameter current value set from a calculation
  • Dynamic sets versus fixed sets
  • In/Out mode versus showing set members in the view
  • Sets in calculations and filters, including Top N and Others
  • Combined sets for comparing cohorts
  • Set controls for viewer-driven set membership
  • Set actions for changing set membership from mark selection
  • Creating and editing a binned dimension from a numeric field in Tableau Desktop
  • Interpreting bin ranges and bin labels in a view
  • Building a histogram from a binned dimension
  • Bin field limitations and calculated-field bin alternatives
  • Building and maintaining a custom hierarchy in the Data pane
  • Drilling up and down through hierarchy levels in a view
  • Creating a group from the Data pane versus from selected marks or headers
  • Groups to correct inconsistent dimension values versus aliases
  • Choosing groups, sets, bins or hierarchies to structure data
  • Geographic roles and location fields for map views
  • Building a proportional symbol map in Tableau Desktop
  • Choosing a map type for a spatial question
  • Building a density map from latitude and longitude in Tableau Desktop
  • Building a filled map in Tableau Desktop
  • Aggregating a rate or percentage measure on filled-map Color
  • Adding marks layers to a map view in Tableau Desktop
  • Marks layer order, visibility, selection and zoom extent settings
  • Marks layers versus dual-axis maps for overlaying geographic data
  • Adding row grand totals, column grand totals and subtotals in Tableau Desktop
  • Automatic totals versus two-pass totals with Total All Using
  • Totals limitations with table calculations and blended data source fields
  • Adding a reference line to a continuous axis in Tableau Desktop
  • Reference line value and aggregation choices
  • Table, Pane and Cell scope for Analytics pane lines and bands
  • Basing a reference line on a measure that is not in the view
  • Configuring reference band start and end values in Tableau Desktop
  • When to use a reference band versus other Analytics pane objects
  • Average lines from the Analytics pane: scope, measures and aggregation
  • Average with 95% CI versus a plain average line
  • Choosing a trend line model type for the shape of the data
  • View conditions that prevent adding trend lines
  • One trend line versus separate trend lines per segment
  • Interpreting trend line statistics and significance
  • Reference distribution computation choices for a business requirement
  • Median with Quartiles and other distribution presets
  • Percentage distribution bands against a target in bullet graphs
  • Distribution band versus reference band, reference line and box plot
  • Adding a default forecast to a view in Tableau Desktop
  • Default forecast model, trimming and prediction intervals
  • Forecast result types and Describe Forecast for evaluating a forecast
  • View structures that support a forecast
  • View elements and data conditions that block a forecast
  • Forecast length options in Tableau Desktop
  • Forecast prediction interval configuration
  • Forecast source data settings for partial periods and missing values
  • Automatic versus custom forecast model selection
  • Multiplicative forecast model constraints and custom-model errors
  • FIXED LOD expression syntax and dimension declaration
  • FIXED LOD granularity versus the view level of detail
  • Quick LOD calculation creation in Tableau Desktop
  • Conditional logic inside a FIXED LOD aggregate expression
  • Comparing row-level values with a FIXED aggregate
  • FIXED LOD results as dimensions or measures
  • FIXED, INCLUDE and EXCLUDE under dimension and context filters
  • FIXED LOD calculations in Tableau Prep Builder versus Tableau Desktop
  • Writing an INCLUDE LOD expression for a metric finer than the view
  • INCLUDE versus FIXED as view dimensions change
  • EXCLUDE LOD syntax for removing a dimension from the view level of detail
  • Share-of-total and difference-from-average calculations built on EXCLUDE
  • EXCLUDE results across different view structures
  • Writing a nested LOD to aggregate per-entity totals at a coarser level
  • Dimensionality inheritance of inner INCLUDE and EXCLUDE in nested LODs
  • Choosing a chart type for the analytical question
  • Bar charts and stacked bars from dimensions and measures
  • Line charts with discrete versus continuous dates
  • Area charts and stacked area marks
  • Pie charts with the Pie mark type
  • Text tables (crosstabs) with Measure Names and Measure Values
  • Highlight tables for comparing values across categories
  • Scatter plot construction and mark level of detail
  • Histograms from a continuous measure
  • Box-and-whisker plots for showing distribution
  • Tree map construction with size and color encoding
  • Packed bubble chart construction
  • Gantt charts for durations and schedules
  • Individual, blended, and dual axes for multiple measures
  • Dual-axis combination charts with mixed mark types
  • Computed sort versus manual sort
  • One-click sorting from an axis, header, field label, or the toolbar
  • Sort dialog options, including sorting by a field not in the view
  • Nested versus non-nested sorts across panes
  • Clearing sorts and disabling sort controls in published views
  • Choosing a dashboard size behavior for the target display
  • Adding sheets to a dashboard and swapping one sheet for another
  • Tiled versus floating dashboard items
  • Horizontal and vertical layout containers
  • Precise item positioning with the Layout pane, grid, and item hierarchy
  • Auto-resizing sheets in a layout container when marks are selected
  • Parameter-driven sheet swapping in a dashboard layout container
  • Choosing a dashboard object type for a layout or content requirement
  • Text objects for dashboard headers and explanatory content
  • Image object configuration: inserted file versus linked web image
  • Download object export options on a dashboard
  • Stories versus dashboards for sharing analytical findings
  • Building story points and saving changes with the story toolbar
  • Story navigator styles, captions and presentation mode
  • Story size and fitting dashboards to a story
  • Apply to Worksheets scopes for dashboard filter cards
  • Filter card control types for dashboard viewers
  • Cascading dashboard filters with relevant-values settings
  • Dashboard views as filters with Use as Filter and Ignore Actions
  • Choosing a dashboard action type for a requirement
  • Configuring filter action source and target sheets in a dashboard
  • Hover, select, and menu triggers for dashboard actions
  • Filter action behavior when the selection is cleared
  • Filter action target field mapping across data sources
  • Highlight actions and target highlighting options
  • Go to URL actions: targets, field values, and multiple-value options
  • Field and parameter requirements for controlling zone visibility
  • Revealing a hidden dashboard zone with a parameter action
  • Dynamic zone visibility versus show/hide buttons
  • Configuring a dashboard Navigation object and its button style
  • Navigation buttons versus Go to Sheet actions and sheet selectors
  • Creating and configuring set actions in a Tableau Desktop dashboard
  • Creating a parameter action and its required components
  • Parameter actions with reference lines and calculation-driven views
  • Parameter action aggregation for multiple selected marks
  • Adding and configuring a Show/Hide button for a dashboard object
  • Color and size encoding on the Marks card
  • Edit Colors options for categorical and quantitative palettes
  • Shape mark type and shape encoding by dimension
  • Workbook-level versus worksheet-level formatting
  • Worksheet fonts and text alignment in the Format pane
  • Formatting titles, captions, legends, and filter or parameter cards
  • Dashboard and dashboard object styling with shading, borders, and background
  • Adding custom shapes and assigning them to marks
  • Building a custom color palette in Tableau Desktop
  • Categorical, sequential, and diverging custom palette types
  • Mark, point, and area annotations with dynamic text
  • Annotation formatting, repositioning, and web authoring limits
  • Dynamic tooltip text with the Insert menu and the Tooltip shelf
  • Tooltip command buttons and selection by category
  • Viz in Tooltip setup, filtering, and sizing
  • Outer padding versus inner padding on dashboard items
  • Padding versus Blank objects for dashboard white space
  • Grid lines and zero lines in the worksheet Format Lines pane
  • Row and column banding settings in the worksheet Shading pane
  • Background shading for panes, headers, totals and grand totals
  • Adding device layouts and controlling which items they contain
  • Size settings for a device layout frame
  • Auto-generated versus manually edited phone layouts
  • How a published dashboard selects which device layout to display
  • Optimizing dashboard content for phone viewers

4.1.1. Publish a workbook

0/4

  • Publish Workbook workflow in Tableau Desktop
  • Sheet visibility, tab navigation and view permissions when publishing a workbook
  • Embedded versus separately published data sources
  • Include External Files versus UNC paths for file-based data when publishing

4.1.2. Publish a data source from Desktop or Prep

0/4

  • Publish Data Source workflow in Tableau Desktop
  • Data source customizations and hidden fields in a published data source
  • Embedded credentials versus prompting users for published data
  • Publishing a Tableau Prep output as a published data source

4.1.3. Export content

0/6

  • Choosing a download format for a view on Tableau Server or Tableau Cloud
  • Data versus Crosstab downloads from a published view or dashboard
  • PDF and PowerPoint download options for views, dashboards and stories
  • Downloading a published workbook for an earlier Tableau Desktop version
  • Exporting views from Tableau Desktop as images, PDFs or PowerPoint
  • Exporting view data and data source data from Tableau Desktop

4.1.4. Publish a flow

0/6

  • Publishing a flow from Tableau Prep Builder to Tableau Server or Tableau Cloud
  • Flow readiness checks before publishing from Tableau Prep Builder
  • Packaged input files versus network share locations for a published flow
  • Connection credentials and flow ownership for a published flow
  • Publishing draft flows created in Tableau Prep on the web
  • Running published flows on demand or as scheduled flow tasks

4.2.1. Schedule data extract refreshes

0/5

  • Full versus incremental extract refresh
  • On-demand extract refresh versus a scheduled refresh
  • Setting an extract refresh schedule while publishing from Tableau Desktop
  • Adding published content to a refresh schedule on Tableau Cloud or Tableau Server
  • Tableau Cloud refresh scheduling versus Tableau Bridge refresh by data location

4.3.1. Create alerts

0/6

  • Chart and axis requirements for a data-driven alert
  • Creating a data-driven alert on a published view
  • Who can create, join and edit a data-driven alert
  • Relative date filters for alerts on time-based views
  • Data-driven alerts versus subscriptions for notifying stakeholders
  • Fixing failing and suspended data-driven alerts

4.3.2. Create subscriptions

0/5

  • Creating a subscription to a published view or workbook
  • When Data Refreshes versus scheduled subscription frequency
  • Subscribing other users and groups to published content
  • Subscribing to a filtered view through a saved custom view
  • Updating, unsubscribing from and resuming suspended subscriptions

4.3.3. Create and save custom views

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Saving a custom view of a published view

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Custom view visibility and sharing by site role

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Custom views versus web editing of published content

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4.3.4. Understand user roles and permissions

0/4

  • Site role capabilities for analyst tasks on Tableau Server and Tableau Cloud
  • Setting permissions while publishing from Tableau Desktop
  • Evaluating Allowed, Denied and Unspecified permission rules for users and groups
  • Licenses, site roles and content permissions in effective access

4.3.5. Customize and distribute a published workbook

0/5

  • Web editing a published workbook: Save versus Save As
  • Sharing published content directly with users versus copying a link
  • Access requirements when distributing a workbook to users without permission
  • Sharing a modified view state versus a saved custom view
  • Embedding a published view in a webpage

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  1. Tableau Data Analyst Checklist
  3. Publish and Manage Content on Tableau Server and Tableau Cloud

Custom view visibility and sharing by site role

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Practice Question

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This is one of 365 concepts on the Salesforce Tableau Data Analyst exam.

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Next conceptCustom views versus web editing of published content

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  1. Tableau Data Analyst Checklist
  3. Publish and Manage Content on Tableau Server and Tableau Cloud
Custom view visibility and sharing by site role

Explainer

Learn More

Practice Question

Studying for this exam?

This is one of 365 concepts on the Salesforce Tableau Data Analyst exam.

Looking for practice exams? Click below to try one!

Keep going

Next conceptCustom views versus web editing of published content

Explainer

A custom view is a saved shortcut to a specific state of a published viz, such as your filter selections and sorting, so you don't have to redo the same changes every time you open it. Custom views are private by default. Whether you can share one with others depends on your site role, a workbook permission, and a site setting.
Core information
  • A custom view captures a specific state of interaction on a published viz, such as selected marks, filter selections or sorts. It doesn't change the underlying content, unlike web editing, which changes the published content itself.
More details and nuances
  • Make visible to others is not available in three cases: the user has the Viewer site role, the site's User Visibility setting is Limited, or the Share Customized permission capability is denied on the workbook. So a Creator or Explorer can still be blocked from sharing.

Explainer

A custom view is a saved shortcut to a specific state of a published viz, such as your filter selections and sorting, so you don't have to redo the same changes every time you open it. Custom views are private by default. Whether you can share one with others depends on your site role, a workbook permission, and a site setting.
Core information
  • A custom view captures a specific state of interaction on a published viz, such as selected marks, filter selections or sorts. It doesn't change the underlying content, unlike web editing, which changes the published content itself.
More details and nuances
  • Make visible to others is not available in three cases: the user has the Viewer site role, the site's User Visibility setting is Limited, or the Share Customized permission capability is denied on the workbook. So a Creator or Explorer can still be blocked from sharing.