Tracks: Tableau Data Analyst

Connect To and Transform Data

1.1.1. Identify data source

1.1.2. Determine live connection vs. extract

1.1.3. Connect to extracts

1.1.4. Connect to files

1.1.5. Connect to relational databases

1.1.6. Connect to published data sources from a Tableau Server or Tableau Cloud site

1.1.7. Replace the connected data source with another data source for an existing chart or sheet

1.2.1. Assess data quality (completeness, consistency, accuracy)

1.2.2. Perform cleaning operations

1.2.3. Organize data fields into folders

1.2.4. Use multiple data sources (establish relationships, create joins, union tables)

1.2.5. Prepare data by using Data Interpreter, pivot, and split

1.2.6. Create extract and data source filters

1.3.1. Choose which data transformation to perform based on a business scenario

1.3.2. Combine data by using unions

1.3.3. Combine data by using joins

1.3.4. Shape data by using aggregations

1.3.5. Perform filtering

1.3.6. Shape data by using pivots

1.3.7. Determine which output type to use

1.4.1. Change default field properties (types, sorting, etc.)

1.4.2. Rename columns

1.4.3. Choose when to convert between discrete and continuous

1.4.4. Choose when to convert between dimension and measure

1.4.5. Create aliases

Explore and Analyze Data

2.2.7. Ranking

2.2.8. Apply quick table calculations

2.2.9. Customize table calculations

2.3.1. Apply filters to dimensions and measures

2.1.1. Write date calculations

2.1.2. Write string functions

2.1.3. Write logical and Boolean expressions

2.1.4. Write number functions

2.1.5. Write type conversion functions

2.1.6. Write aggregate functions

2.1.7. Write basic spatial calculations

2.2.1. Moving average and window average

2.2.2. Percent of total

2.2.3. Running total

2.2.4. Difference and percent of difference

2.2.5. Percentile

2.2.6. Index

2.3.2. Configure filter settings including Top N, Bottom N, include, exclude, wildcard, and conditional

2.3.3. Add filters to context

2.3.4. Apply filters to multiple sheets and data sources

2.4.1. In calculations

2.4.3. With reference lines

2.4.4. Set parameters to dynamically refresh

2.5.1. Sets

2.5.2. Bins

2.5.3. Hierarchies

2.5.4. Groups

2.6.1. Create symbol maps

2.6.2. Create density maps

2.6.3. Create choropleth maps (filled maps)

2.6.4. Create mark layers

2.7.1. Totals and subtotals

2.7.2. Reference lines

2.7.3. Reference bands

2.7.4. Average lines

2.7.5. Trend lines

2.7.6. Distribution bands

2.7.7. Forecast by using default settings

2.7.8. Customize a data forecasting model

2.8.1. Write FIXED LOD calculations

2.8.2. Write INCLUDE LOD calculations

2.8.3. Write EXCLUDE LOD calculations

2.8.4. Write nested LOD calculations

Create Content

3.1.1. Create basic charts from scratch (bar, line, pie, highlight table, scatter plot, histogram, tree map, bubbles, data tables, Gantt, box plots, area, dual axis, combo)

3.1.2. Sort data (including custom sort)

3.2.1. Combine sheets into a dashboard by using containers and layout options

3.2.2. Add objects (containers, images, text)

3.2.3. Create stories using story points

3.3.1. Use filter in a dashboard

3.3.2. Add filter, URL, and highlight actions

3.3.3. Create interactivity using dynamic zone visibility

3.3.4. Add navigation buttons

3.3.5. Create interactivity using set and parameter actions

3.3.6 Create show/hide buttons for dashboard objects

3.4.1. Apply color, font, shapes, styling

3.4.2. Add custom shapes and color palettes

3.4.3. Add annotations

3.4.4. Customize tooltips

3.4.5. Apply padding

3.4.6. Format gridlines, row-level and column-level bands, and shading

3.4.7. Create a responsive design for specific device layouts

Publish and Manage Content on Tableau Server and Tableau Cloud

4.3.4. Understand user roles and permissions

4.3.2. Create subscriptions

4.3.3. Create and save custom views

4.1.1. Publish a workbook

4.1.2. Publish a data source from Desktop or Prep

4.1.3. Export content

4.1.4. Publish a flow

4.2.1. Schedule data extract refreshes

4.3.1. Create alerts

4.3.5. Customize and distribute a published workbook