Tracks: Tableau Foundations

Connecting to and Preparing Data

1.1.1 Create a live connection to a data source

1.1.2 Explain the differences between using live connections versus extracts

1.1.3 Create an extract

1.1.4 Save metadata properties in a .TDS

1.1.5 Create a data source that uses multiple connections

1.2.1 Add relationships to a data source

1.2.2 Add joins and unions

1.2.3 Explain when to use a join versus a relationship

1.3.1 Rename a data field

1.3.2 Assign an alias to a data value

1.3.3 Assign a geographic role to a data field

1.3.4 Change data type for a data field (number, date, string, Boolean, etc.)

1.3.5 Change default properties for a data field (number format, aggregation, color, date format, etc.)

Exploring and Analyzing Data

2.1.1 Create a bar chart

2.1.2 Create a line chart

2.1.3 Create a scatterplot

2.1.4 Create a map using geographic data

2.1.5 Create a combined axis chart

2.1.6 Create a dual axis chart

2.1.7 Create a stacked bar

2.1.8 Create a density map

2.1.9 Create a chart to show specific values (crosstab, highlight table)

2.2.1 Create groups by using marks, headers, and the data pane

2.2.2 Create sets by using marks and the data pane

2.2.3 Organize dimensions into a hierarchy

2.2.4 Add a filter to a view

2.2.5 Add a date filter

2.3.1 Add a manual or a computed sort

2.3.2 Add a reference line

2.3.3 Use a quick table calculation

2.3.4 Use bins and histograms

2.3.5 Create a calculated field (for example, string, date, simple arithmetic)

2.3.6 Explain when to use a parameter

2.3.7 Display totals on a worksheet

Sharing Insights

3.1.1 Use color from the marks card

3.1.2 Configure fonts

3.1.3 Format marks as shapes

3.1.4 Configure viz animations

3.1.5 Change size of marks

3.1.6 Show and hide legends

3.2.1 Add worksheets to a dashboard

3.2.2 Add interactive elements for consumers (for example, show filters, data highlighter, tooltips)

3.2.3 Add dashboard actions (for example, filter action, highlight action, parameter control, URL action)

3.2.4 Configure a dashboard layout and create device-specific dashboards

3.2.5 Create a story and a story point

3.3.1 Share a workbook (for example, twbx as a PDF or an image, publish to Tableau Server)

3.3.2 View and export underlying data

3.3.3 Export to Microsoft PowerPoint

Understanding Tableau Concepts

4.1.1 Explain what kind of information dimensions usually contain

4.1.2 Explain what kind of information measures usually contain

4.1.3 Explain the difference between dimensions and measures

4.2.1 Explain how discrete fields are displayed

4.2.2 Explain how continuous fields are displayed

4.2.3 Explain the difference between discrete date parts and continuous date values

4.3.1 Explain the default aggregation for measures

4.3.2 Describe how an aggregated measure changes when dimensions are added to a view