Salesforce Certified Tableau Desktop Foundations Cert Prep

Course details

Explore the essentials of Tableau Desktop, including connecting and preparing data, exploring and analyzing insights, and effectively sharing results. In this course, learn how to build various chart types, like bar charts, scatter plots, and line graphs, and how to leverage filters and sorts to refine your analysis. Discover how to utilize dashboards and employ interactive elements to present your findings compellingly. Gain proficiency in applying calculations, parameters, and visual elements to enhance your data storytelling. By focusing on practical exercises and real-world scenarios, you can prepare for the Tableau certification exam. Designed for candidates with at least three months of Tableau Desktop experience, this course empowers you to elevate your data analytics capabilities. Whether you're a budding analyst or an experienced professional seeking certification, becoming skilled in Tableau Desktop can be a crucial asset in your career development.

Learning objectives
Connect to data sources.
Prepare data for querying and analysis.
Analyze data and share insights.
List and describe the main features and uses of Tableau.

Concepts

Introduction

Promo
Welcome to the course
Course structure
About Emily
About Jeremy
Use of generative AI
The glossary
About the exam
Get Tableau Public
Connect to Super Store data

Understanding Tableau Concepts

Introduction to understanding Tableau concepts
Qualitative data
Quantitative data
Dimensions
Measures
Dimensions vs. measures
Discrete fields
Continuous fields
Discrete vs continuous
Headers
Axis
Discrete vs. continuous dates
Aggregations
Average
Sum
Median
Count
Count distinct
Minimum
Maximum
Percentiles
Standard deviation
Aggregated measures
Aggregated dimensions
Visualizing with aggregations
Key terms - Understanding Tableau concepts
Practice questions walkthrough - Understanding Tableau concepts

Connecting and Preparing Data

Introduction to connecting and preparing data
Finding data
What is data
Importing data into Tableau
Types of data sources
Adding a secondary data source
Live vs. extract
Extract refreshing - Full vs. incremental
Physical layer vs. logical layer
Join types
Creating a join
Creating a union
Creating a relationship
Wildcards
Data interpreter
Data blending
When to use each relationship type
File types
Export a .TWB
Export a .TWBX
Export a .HYPER
Export a .TDS
Export a .TDSX
What are fields
Field data types
Aliases
Renaming a field
Geographic roles
Change data types
Key terms - Connecting and preparing data
Practice question walkthrough - Connecting and preparing data

Exploring and Analyzing Data

Introduction to exploring and analyzing data
What are charts
Create a bar chart
Create a line chart
Create a stacked bar chart
Create an area chart
Create a highlight table
Create a crosstab
Create a treemap
Create a packed bubble chart
Create a scatter plot
Create a bullet graph
Create a map using geographic data
Create a filled map
Create a density map
Create a symbol map
Create a Gantt chart
Create a combined axis chart
Create a dual axis chart
Combined axis chart vs. dual axis chart
Marks
Totals on worksheets
Data pane
Analytics pane
Create a box and whisker plot
Tableau order of operations
Extract filters
Data source filters
Context filters
Dimension filters
Measure filters
Table calculation filters
Adding filters to view
Date filters
Hierarchies
Manual sorts
Computed sorts
Reference lines
Bins
Histograms
Types of calculations
Quick table calculations
Quick table calculations vs. custom calculations
Calculated fields
String calculated fields
Data calculated fields
What are parameters
Setting up parameters
What is LOD
LOD expressions
Key terms - Exploring and analyzing data
Practice question walkthrough - Exploring and analyzing data

Sharing Insights

Introduction to sharing insights
Using color on worksheets
How to change fonts
Changing default properties
Marks as shapes
Mark size
Worksheet data highlighter
Viz animations
Viz in tooltip
What are dashboards
Sheets vs. objects
Adding worksheets to a dashboard
Dashboard objects
Tiled objects
Floating object
Dashboard actions
Dashboard filters
Dashboard data highlighter
Dashboard URL actions
Legends
Dashboard layouts
Creating a device-specific dashboard
Stories and story points
Exporting workbooks
Export to PowerPoint
Export underlying data
Sharing a workbook
Key terms - Sharing insights
Practice question walkthrough - Sharing insights

Practice Test

Introduction to the practice exam

Conclusion

Thank you for taking the course
How to register for the exam