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Lukas Halim

This course has just one goal: to prepare you to pass the Tableau Desktop Specialist exam.

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This course has just one goal: to prepare you to pass the Tableau Desktop Specialist exam.

In August 2021 Tableau did a major update to the exam. The exam is now administered by Pearson. The three Tableau Desktop Specialist certification exams included in this course have been updated to follow the new test format.

The course includes

  • A downloadable study guide with notes and links

  • Information about taking the Specialist exam at home with a remote proctor

  • Videos covering the Specialist topic areas:

    • Connecting to & Preparing Data including SQL unions and joins

    • Exploring & Analyzing Data

    • Sharing Insights

    • Understanding Tableau Concepts

  • Three self-scoring full-length practice exams with solution guide

  • An instructor ready to answer your questions.

Research demonstrates and top students know that the best way to prepare for a test is to take high quality practice tests. Prepare well and pass on the first try.

Listen to my students:

  • Joana wrote, "I wanted to thank you and congratulate you on this course. I ultimately purchased it for the exams, which I thought were the perfect way to practice, but the whole course is put together really nicely, the videos are great and they touch on all the important subjects, and the study guide was super useful. I passed the Specialist exam this Monday with 92%. Thanks again. "

  • And Kalyani wrote, "I just Completed your Tableau Desktop Specialist prep course on Udemy, Loved the way you teach and course structure. It helped me get certified."

Do I need a Tableau Desktop license to take this course?

No, you can use Tableau Public, a free version of Tableau Desktop. There is no need to pay a licensing fee in order to learn Tableau and pass the Tableau Desktop Specialist certification.

Why get the Specialist certification?

  1. Career Advancement: A Tableau Specialist certification can demonstrate to potential employers that you have a deep understanding of the Tableau software and advanced data visualization best practices, which can help you advance in your career or increase your earning potential.

  2. Validation of Skills: The Tableau Specialist certification process tests your knowledge and skills in a variety of advanced areas, such as data visualization, data analysis, and data management. By earning a certification, you can validate your skills and knowledge to employers and clients.

  3. Professional Recognition: Tableau is one of the most widely used data visualization tools in the market, and having a specialist certification in Tableau can help you stand out in a competitive job market.

  4. Personal Development: The Tableau Specialist certification process can help you increase your understanding of advanced data visualization techniques and improve your ability to communicate insights from data.

  5. Access to Tableau Community: Tableau Specialist certification gives you access to the Tableau community, which includes other certified individuals, Tableau experts, and a wealth of resources to help you continue to learn and grow in your career.

  6. Increased Job Opportunities: Tableau specialist certification can open up job opportunities for positions such as Data Visualization Analyst, Data Analyst, Business Intelligence Analyst, and Data Scientist.

Overall, Tableau Desktop Specialist certification can be a valuable asset to your career and professional development, and it is also a great way to validate your skills and knowledge in advanced data visualization and analysis. It can help you to pursue more advanced roles and increase your earning potential.

Should I take the Desktop Specialist or Data Analyst Certification?

If you're new to Tableau, take the Desktop Specialist. If you're more experienced, go for the Data Analyst.

Enroll now

What's inside

Learning objectives

  • Prepare to pass the tableau specialist exam with the two included full-length practice tests!
  • Create live data connections and data extracts. combine data sources with joins, blends, and unions.
  • Visualize with charts, charts, maps, and text tables. combine views in interactive dashboards and stories.
  • Organize your data with filters, sorts, hierarchies, groups, and sets.
  • Understand difference between dimensions and measures, discrete fields and continuous fields, table calculations and aggregate calculations.
  • Answer knowledge based theoretical questions and hands-on questions on the tableau specialist curriculum topics.

Syllabus

Introduction

Structure of the course

Installing Tableau Public, the free version of Tableau Desktop
About the Tableau Desktop Specialist Exam
Read more
Tableau Updates the Desktop Specialist Exam - August 2021
Review questions for Introduction
Download the study guide for the Tableau Desktop Specialist exam as well as the data this course uses in the hands-on practice questions
Download the Study Guide & Data
Connect Tableau Desktop to an Excel file and create your first visualization
Getting Started with Tableau
Learn how to connect to data and combine data with SQL joins and unions
1.1.1 Create a live connection to a data source
Quiz on 1.1.1
1.1.2 Explain the differences between using live connections versus extracts
Quiz on 1.1.2
1.1.3 Create an Extract
Quiz on 1.1.3
1.1.4 Save metadata properties in a tds
Quiz on 1.1.4
1.1.5 Create a data source that uses multiple connections
Quiz on 1.1.5
1.2.1 Add relationships to a data source
Quiz on 1.2.1
1.2.2 Add a SQL join
Add a Blend
FAQ on Blends vs. Joins
1.2.2 Add a SQL Union
1.2.3 Explain when to use a join versus a relationship

• Rename a data field

• Assign an alias to a data value

• Assign a geographic role to a data field

• Change data type for a data field (number, date, string, boolean, etc.)

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

Knowledge-based questions for Connecting to and Preparing Data
Hands-on questions for Connecting to & Preparing Data
Solutions for Hands-on Questions
Additional Questions for Connecting to & Preparing Data
Exploring & Analyzing Data
  • Create a bar chart

  • Create a line chart

  • Create a scatterplot

  • Create a stacked bar

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

  • Create a combined axis chart

  • Create a dual axis chart

Create Basic Charts - Crosstab & Highlight Table
Create a map using geographic data
Groups, Sets, & Hierarchies
Filters, Context Filters & Date Filters
Sorting
First Knowledge-based Review Quiz for Exploring & Analyzing Data
First Set of Hands-on Questions for Exploring and Analyzing Data
Solutions for First Set of Hands-on Questions for Exploring & Analyzing Data
Reference Lines
Trend Lines
Table Calculations
Bins & Histograms
Create a calculated field
Second set of Hands-on questions for Exploring and Analyzing Data
Solutions for Second Set of Hands-on Questions for Exploring & Analyzing Data
Add a parameter
Second Knowledge-based Review Quiz for Exploring & Analyzing Data
Additional Questions for Exploring & Analyzing Data
Sharing Insights

• Use color

• Use bolding

• Use shapes

• Change size of marks

• Select fonts

Viz Animations
  • Create a dashboard layout

  • Add interactive or explanatory elements

  • Add dashboard actions

  • Modify existing dashboard layout for mobile devices

  • Create a story using dashboards or views

  • Share a twbx as a PDF

  • Share a twbx as an image

Review quiz for Sharing Insights
Additional Questions for Sharing Insights
Understanding Tableau Concepts
  • Explain what kind of information dimensions usually contain

  • Explain what kind of information measures usually contain

  • Explain how discrete fields are displayed in Tableau

  • Explain how continuous fields are displayed in Tableau

  • Explain the difference between discrete date parts and continous date values in Tableau

  • Explain why Tableau aggregates measures

  • Describe how an aggregated measure changes when dimensions are added to the view

Review quiz for Understanding Tableau Concepts
Additional Questions for Understanding Tableau Concepts
Tableau Desktop Specialist Practice Exam 1
Tableau Desktop Specialist Practice Exam 2
Tableau Desktop Specialist Practice Exam 3
Section 9 - Conclusion
Certificate of Completion
CLAIM YOUR BONUS - Land your first data analyst role

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Prepares you for the Tableau Specialist Exam
Establishes a comprehension of data visualization and analysis through a comprehensive curriculum
Helps you pass the Tableau Desktop Specialist exam on the first attempt
Provides access to Tableau professionals and resources
Covers the newest test format, ensuring up-to-date knowledge of Tableau Desktop
Structured to facilitate efficient learning with downloadable study guides and self-scoring practice exams

Save this course

Save Tableau Desktop Specialist Certification Prep to your list so you can find it easily later:
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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Tableau Desktop Specialist Certification Prep with these activities:
Tableau tutorial on SQL unions & joins
Refresh your SQL skills by reviewing unions and joins in a hands-on environment.
Show steps
  • Go to Tableau Public's tutorial on SQL unions and joins
  • Follow along with the tutorial and complete the exercises
Tableau tutorials on understanding Tableau concepts
Strengthen your understanding of Tableau's fundamental concepts by reviewing tutorials.
Show steps
  • Go to Tableau's website and search for tutorials on Tableau concepts
  • Watch the tutorials and take notes on the key concepts
Tableau exercises on creating dashboards and stories
Solidify your understanding of Tableau by practicing creating dashboards and stories.
Browse courses on Tableau Dashboard
Show steps
  • Go to Tableau's website and download the Tableau Public software
  • Import a dataset into Tableau
  • Create a dashboard and a story using the dataset
Five other activities
Expand to see all activities and additional details
Show all eight activities
Tableau study group
Collaborate with peers to discuss Tableau concepts and work on practice problems together.
Show steps
  • Find a study partner or group
  • Meet regularly to discuss Tableau concepts and work on practice problems
Contribute to the Tableau community
Give back to the Tableau community by contributing to open-source projects or participating in community forums.
Browse courses on Tableau
Show steps
  • Find an open-source Tableau project to contribute to
  • Submit a pull request or issue to the project
  • Participate in Tableau community forums and help other users
Tableau project: Create a dashboard for a real-world dataset
Apply your Tableau skills to a real-world scenario by creating a dashboard for a dataset of your choice.
Browse courses on Tableau Dashboard
Show steps
  • Choose a dataset that you are interested in
  • Import the dataset into Tableau
  • Create a dashboard that visualizes the data in a meaningful way
  • Share your dashboard with others
Mentor a Tableau beginner
Share your Tableau knowledge and help others learn by mentoring a beginner.
Browse courses on Tableau
Show steps
  • Find a Tableau beginner who is looking for a mentor
  • Meet regularly with your mentee to discuss Tableau concepts and answer their questions
Tableau Iron Viz competition
Challenge yourself and showcase your Tableau skills by participating in the Tableau Iron Viz competition.
Browse courses on Tableau
Show steps
  • Register for the Tableau Iron Viz competition
  • Download the competition dataset
  • Create a visualization that addresses the competition prompt
  • Submit your visualization to the competition

Career center

Learners who complete Tableau Desktop Specialist Certification Prep will develop knowledge and skills that may be useful to these careers:
Tableau Developer
Tableau Developers create and maintain Tableau dashboards and visualizations. They often work with data from a variety of sources, including internal databases, spreadsheets, and web logs. This course is an excellent fit for aspiring Tableau Developers as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which is essential for Tableau Developers.
Data Visualization Analyst
Data Visualization Analysts create visual representations of data to help businesses understand complex information. They often work with data from a variety of sources, including internal databases, spreadsheets, and web logs. This course is a great fit for aspiring Data Visualization Analysts as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which is highly valued by employers in this field.
Business Intelligence Analyst
Business Intelligence Analysts help businesses make better decisions by providing them with data-driven insights. They often work with data from a variety of sources, including internal databases, spreadsheets, and web logs. This course may be useful for aspiring Business Intelligence Analysts as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which can be valuable for Business Intelligence Analysts.
Data Analyst
Data Analysts gather and examine data to provide business insights. They often work with business leaders to identify problems and develop solutions. This course may be helpful for aspiring Data Analysts as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which can be valuable for Data Analysts.
Data Architect
Data Architects design and manage data systems. They often work with data from a variety of sources, including internal databases, spreadsheets, and web logs. This course may be helpful for aspiring Data Architects as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which can be valuable for Data Architects who need to visualize and analyze data.
Financial Analyst
Financial Analysts evaluate and recommend investments. They often work with data from a variety of sources, including internal databases, spreadsheets, and web logs. This course may be helpful for aspiring Financial Analysts as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which can be valuable for Financial Analysts who need to visualize and analyze data.
Data Scientist
Data Scientists use advanced statistical and machine learning techniques to extract insights from data. They often work with large datasets and develop predictive models. This course may be useful for aspiring Data Scientists as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which can be valuable for Data Scientists.
Actuary
Actuaries use mathematical and statistical techniques to assess risk and uncertainty. They often work with data from a variety of sources, including internal databases, spreadsheets, and web logs. This course may be helpful for aspiring Actuaries as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which can be valuable for Actuaries who need to visualize and analyze data.
Market Research Analyst
Market Research Analysts collect and analyze data about consumers and markets. They often work with data from a variety of sources, including internal databases, spreadsheets, and web logs. This course may be helpful for aspiring Market Research Analysts as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which can be valuable for Market Research Analysts who need to visualize and analyze data.
Information Systems Manager
Information Systems Managers plan and implement information systems. They often work with data from a variety of sources, including internal databases, spreadsheets, and web logs. This course may be helpful for aspiring Information Systems Managers as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which can be valuable for Information Systems Managers who need to visualize and analyze data.
Data Management Specialist
Data Management Specialists plan and implement data management strategies. They often work with data from a variety of sources, including internal databases, spreadsheets, and web logs. This course may be helpful for aspiring Data Management Specialists as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which can be valuable for Data Management Specialists who need to visualize and analyze data.
Data Engineer
Data Engineers design and build data pipelines to move data from one system to another. They often work with large datasets and develop ETL (extract, transform, load) processes. This course may be helpful for aspiring Data Engineers as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which can be valuable for Data Engineers who need to visualize and analyze data.
Business Analyst
Business Analysts help businesses improve their operations by identifying and solving problems. They often work with data from a variety of sources, including internal databases, spreadsheets, and web logs. This course may be helpful for aspiring Business Analysts as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which can be valuable for Business Analysts who need to visualize and analyze data.
Operations Research Analyst
Operations Research Analysts use mathematical and statistical techniques to solve problems in business and industry. They often work with data from a variety of sources, including internal databases, spreadsheets, and web logs. This course may be helpful for aspiring Operations Research Analysts as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which can be valuable for Operations Research Analysts who need to visualize and analyze data.
Statistician
Statisticians collect and analyze data to draw conclusions about populations. They often work with data from a variety of sources, including internal databases, spreadsheets, and web logs. This course may be helpful for aspiring Statisticians as it covers topics such as data visualization, data analysis, and data management. Additionally, the course includes practice exams that can help prepare learners for the Tableau Desktop Specialist certification, which can be valuable for Statisticians who need to visualize and analyze data.

Reading list

We've selected 11 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Tableau Desktop Specialist Certification Prep.
Provides a thorough introduction and overview of essential Tableau concepts, ideal as either a course primer or for those who need to refresh their memories before taking this course.
For those interested in expanding their knowledge in interactive dashboard design, this book provides additional depth to a topic touched on very briefly in the course.
Provides a deeper dive into the theory behind data visualization, useful as a supplemental or foundational text for those who want to expand their theoretical knowledge.
Classic text on the principles of data visualization, helpful for expanding depth of knowledge and for understanding best practices in design.
Further develops skills in dashboard design and communication to make it more effective for communicating with clients, stakeholders, or the general public.
A textbook-style guide to data visualization, providing a comprehensive overview of the topic.
For those interested in exploring data visualization in R as well as Tableau, this book offers a useful introduction to R.
For those interested in exploring data visualization in R as well as Tableau, this book offers a useful introduction to ggplot, an R package.
An accessible overview of data visualization suitable for beginners or those who want a refresher.

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