Tracks: Tableau Consultant

Evaluate Current State

Map business needs to Tableau capabilities

Translate analytical requirements into Tableau context by using best practices

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

Recommend and plan a Tableau Server upgrade

Evaluate whether existing data supports business needs

Evaluate lineage of existing data structures

Evaluate existing data structures for performance risks and enhancement opportunities

Plan and Prepare Data Connections

Recommend an appropriate data transformation strategy

Specify the requirements for minimum level of granularity

Implement RLS and an entitlement table

Identify group functions versus user functions

Compare RLS approaches

Recommend an appropriate method to connect to data, such as Web Data Connectors, web extract APIs, custom SQL, or ODBC

Create connections by using Tableau Bridge

Specify aggregation level and strategy for data sources in Tableau products (Tableau Desktop, Tableau Prep, Tableau Cloud, Tableau Server)

Design and Troubleshoot Calculations and Workbooks

Recommend when to use an advanced chart type, such as Sankey, chord, radar, tile map, small multiples, and data densification

Identify the effect of the Tableau order of operations on calculations

Troubleshoot issues caused by the Tableau order of operations

Plan and implement advanced techniques to build interactivity into dashboards, such as dynamic URL actions, parameter actions, and filter actions

Identify and resolve resource-intensive queries

Maximize caching for Tableau Server

Identify and resolve performance issues caused by calculations such as string comparisons, IF THEN statements, and Level of Detail (LOD) expressions

Recommend calculations that should be moved upstream of Tableau

Interpret and resolve issues by using performance recordings

Identify and resolve performance issues caused by design elements such as number of sheets, number of filters, and image size

Implement aggregations that include dimensions

Implement advanced table calculations, such as window, nested table, or multi-directional

Implement advanced date functions, such as fiscal calendars

Implement advanced LODs, such as nested LODs

Implement combinations of advanced calculations

Troubleshoot advanced calculations

Establish Governance and Support Published Content

Map an organization's governance requirements to Tableau features and capabilities

Recommend a strategy for securing access to content

Recommend a strategy for ensuring data quality, including certifying data sources, minimizing data proliferation, and configuring data quality warnings

Specify insights that require an administrative view

Recommend the appropriate administrative views and data sources for a given scenario

Map publishing requirements to features and capabilities of Tableau

Recommend an approach for the workbook lifecycle, including building, testing, deployment, distribution, and maintenance