Tableau Desktop Specialist Certification Guide from Udemy

Are you planning on taking the Desktop Specialist Certification Exam soon?

In this course we will work through all the concepts covered in the Desktop Specialist Certification Exam plus we will apply these concepts to a case study. By the end of the course you will be taught each concept and also tested as there are quizzes after each section and a practice test modeled after the real exam. Applying the concepts in a case study will really hammer home the concepts… It’s much easier to remember something you’ve done than something you’ve just passively watched someone else do.

Use Tableau to Analyze and Visualize Sales Data To Develop Actionable Insights

Visualizing current and historical sales data can result in huge insights that aren’treadily apparent in the day to day grind. The right visualizations help quickly identify trends andoutliers (positive or negative), which help to adjust course for more profitable sales & marketingas well as a more efficient and informed supply chain.

Contents and Overview

Throughout this course we will work through a sample consulting engagement where the client wants us to conduct a data discovery on their sales data. They need help planning for the upcoming year both in their marketing department and also their supply chain. We will use their raw sales data to come up with insights for both teams.

This project will focus our approach to Tableau forcing us to learn the basics while solving a real world business problem. My hope is that you’ll feel like you’re learning a new problem solving tool not just a series of functions in a software interface. The course structure is modeled after the Tableau Certification Exam Guide and broken down into the following sections:

Introduction
Connecting To & Preparing Data
Exploring & Analyzing Data
Understanding Tableau Concepts
Conclusion

What's inside

Learning objectives

Connecting to data in tableau
Preparing data in tableau
Joins, unions & data blending
Analyzing data in tableau
Basic visualizations
Customizing visualizations
Managing data properties
Combined vs. dual axis bar chart
Stacked bar chart
Histogram & bins
Groups vs. sets
Trend lines

Tableau calculations
Sharing insights
Building dashboards
Building stories
Creating interactive dashboards
Dimensions vs. measures
Continuous vs. discrete
Using tableau in a time effective manner
Exam walkthrough
Bonus: how to grow your analytics career advice
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Connecting to data in tableau
Preparing data in tableau
Joins, unions & data blending
Analyzing data in tableau
Basic visualizations
Customizing visualizations
Managing data properties
Combined vs. dual axis bar chart
Stacked bar chart
Histogram & bins
Groups vs. sets
Trend lines
Tableau calculations
Sharing insights
Building dashboards
Building stories
Creating interactive dashboards
Dimensions vs. measures
Continuous vs. discrete
Using tableau in a time effective manner
Exam walkthrough
Bonus: how to grow your analytics career advice
Show more
Show less

Syllabus

Introduction

Welcome!

Introduction to the Exam Guide

Tableau Desktop vs. Tableau Public

Tutorial Data Source

Download Tableau Public

Update on Udemy Review

Case Study Data Source

Setting the Expectation

Additional Free Tableau Related Content

We will learn all about how to connect to all the different data types and prepare the data for analysis.

Section Introduction

Connection Screen

Extract vs. Live Connection (Desktop Only)

Join, Union & Data Blending

Manage Data Properties

How well do you know how to connect and prepare data? Let's find out!

Case Study Part 1

We will learn how to build out visualizations in this section.

Basic Visualizations

Customizing Visualizations (Featuring a Scatter Plot)

Combined vs. Dual Axis Chart

Stacked Bar Chart

Cross and Highlight Tables

Groups vs. Sets

Filters Walkthrough, Context Filters & Data Filters

Manual and Computed Sorts

Trend Lines

Table Calculations

Histogram and Bins

Calculated Fields

Parameters

Can you effectively analyze data? Let's find out!

Case Study Part 2

We will learn how to communicate our analysis in this section.

Formatting

Creating a Dashboard

Actions

Creating a Story

Save a twbx File (Tableau Desktop Only)

We will test how well you understand sharing insights with Tableau.

Case Study Part 3

We will learn about different concepts and Tableau functions in this section.

Measure vs. Dimension

Continuous vs. Discrete

Aggregation

How well do you understand Tableau? Let's find out!

Timeliness + Quiz Data Sources

In this quiz we will test your ability to answer specific questions about a data set with Tableau

Timeliness Quiz Answers

Conclusion

Section Introduction + Practice Exam Data Sources

Tactical Advice for Exam Day

This is the first iteration of the practice exam that I created. I've gotten quite a bit of feedback that the questions were quite a bit easier than the actual exam so I made a second practice exam that is a lot harder.

The test will help you diagnose whether you are ready for the Desktop Specialist Certification Exam.

Bonus Material: How to Land a Tableau Job

Bonus Material: Interview with a Tableau Expert

Bonus Material: Interview with the Founders of #SportVizSunday

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Builds a strong foundation for exploring the basics of Tableau and is a highly recommended resource for beginners

Interactive materials make learning fun and engaging

Covers the latest version of Tableau, ensuring learners are up-to-date with industry standards

Provides ample opportunities to practice and apply Tableau skills through quizzes and a practice test

Is highly relevant for those preparing for the Desktop Specialist Certification Exam

Offers use cases applicable to real-world scenarios for both marketing and supply chain analysis

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 Guide with these activities:

Review Tableau Fundamentals

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Review the fundamental principles of Tableau to ensure a strong foundation for the course.

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Review the course syllabus and identify the key concepts
Go over your notes from previous data visualization or analytics courses
Take a practice quiz or complete a tutorial on Tableau fundamentals

Tableau Practice Exercises

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Practice using Tableau to visualize data and gain familiarity with its features.

Browse courses on Visualizing Data

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Download Tableau Public software
Connect to a sample dataset
Create basic visualizations
Explore different chart types
Create interactive dashboards

Tableau Tutorial Series

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Complete this series of tutorials to reinforce the concepts learned in the course.

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Watch the first tutorial in the series to get started
Follow along with the tutorial and complete the exercises
Watch the remaining tutorials in the series

Five other activities

Expand to see all activities and additional details

Show all eight activities

Tableau Desktop Practice

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Practice using Tableau Desktop to apply concepts learned in the course.

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Download and install Tableau Desktop
Open the sample data source and familiarize yourself with the interface
Create a simple visualization and explore different chart types
Use filters and sorting to explore the data more deeply

Tableau Study Group

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Meet regularly with a group of peers to discuss concepts and work on projects together to improve understanding of Tableau.

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Find a group of peers who are also interested in learning Tableau
Set up a regular meeting time and place
Discuss concepts, work on projects, and share knowledge with each other

Tableau Data Analysis Report

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Analyze a dataset using Tableau and create a report to present your findings.

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Choose a dataset that is relevant to your interests or field
Use Tableau to explore the data and identify trends or patterns
Create a report that presents your findings in a clear and concise way

Tableau Dashboard Project

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Create a Tableau dashboard to demonstrate your understanding of the concepts learned in the course.

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Choose a dataset that is relevant to your interests or field
Design a dashboard that effectively visualizes the data
Use different chart types and visualizations to present the data in a clear and concise way
Share your dashboard with others and get feedback

Tableau Certification Workshop

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Attend a workshop to learn more about Tableau and prepare for the certification exam.

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Find a certification workshop that fits your schedule
Attend the workshop and participate in the activities
Take the practice exam at the end of the workshop
Use the feedback from the practice exam to prepare for the real exam

Career center

Learners who complete Tableau Desktop Specialist Certification Guide will develop knowledge and skills that may be useful to these careers:

Data Analyst

Data Analysts process large amounts of data to uncover trends, patterns, and metrics. They use their expertise in statistical analysis and data visualization to communicate insights to stakeholders and drive decision-making. The Tableau Desktop Specialist Certification Guide course provides a strong foundation in data connection, preparation, analysis, and visualization. By learning how to use Tableau, you can gain the skills necessary to succeed as a Data Analyst, effectively analyze data, communicate insights, and support data-driven decision-making.

See salaries and explore the career path for Data Analyst

Business Analyst

Business Analysts work closely with stakeholders to understand their business needs and translate them into technical requirements. They use their knowledge of business processes, data analysis, and software to help organizations improve their operations and achieve their goals. The Tableau Desktop Specialist Certification Guide course provides a solid foundation in data analysis and visualization, which are essential skills for Business Analysts. By learning how to use Tableau, you can gain the skills necessary to analyze data, communicate insights, and help organizations make better decisions.

See salaries and explore the career path for Business Analyst

Data Scientist

Data Scientists use their expertise in mathematics, statistics, and computer science to extract knowledge from data. They develop and apply machine learning models to solve complex business problems and make predictions. The Tableau Desktop Specialist Certification Guide course provides a strong foundation in data analysis and visualization, which are essential skills for Data Scientists. By learning how to use Tableau, you can gain the skills necessary to analyze data, communicate insights, and build machine learning models.

See salaries and explore the career path for Data Scientist

Financial Analyst

Financial Analysts use their knowledge of finance and economics to analyze financial data and make investment recommendations. They use their skills in data analysis, modeling, and forecasting to help individuals and organizations make informed financial decisions. The Tableau Desktop Specialist Certification Guide course provides a strong foundation in data analysis and visualization, which are essential skills for Financial Analysts. By learning how to use Tableau, you can gain the skills necessary to analyze financial data, communicate insights, and make better investment decisions.

See salaries and explore the career path for Financial Analyst

Market Researcher

Market Researchers use their knowledge of research methods and data analysis to gather insights about consumer behavior and market trends. They use their findings to help businesses develop and market their products and services. The Tableau Desktop Specialist Certification Guide course provides a strong foundation in data analysis and visualization, which are essential skills for Market Researchers. By learning how to use Tableau, you can gain the skills necessary to analyze market data, communicate insights, and help businesses make better decisions.

See salaries and explore the career path for Market Researcher

Operations Analyst

Operations Analysts use their knowledge of business processes and data analysis to improve the efficiency and effectiveness of organizational operations. They use their skills in data analysis, modeling, and simulation to identify areas for improvement and develop solutions. The Tableau Desktop Specialist Certification Guide course provides a strong foundation in data analysis and visualization, which are essential skills for Operations Analysts. By learning how to use Tableau, you can gain the skills necessary to analyze operational data, communicate insights, and help organizations improve their operations.

See salaries and explore the career path for Operations Analyst

Product Manager

Product Managers are responsible for the development and launch of new products or features. They work closely with engineers, designers, and marketers to ensure that products meet customer needs and achieve business goals. The Tableau Desktop Specialist Certification Guide course provides a strong foundation in data analysis and visualization, which are essential skills for Product Managers. By learning how to use Tableau, you can gain the skills necessary to analyze market data, communicate insights, and make better product decisions.

See salaries and explore the career path for Product Manager

Project Manager

Project Managers are responsible for planning, executing, and delivering projects on time and within budget. They use their knowledge of project management methodologies and tools to ensure that projects are successful. The Tableau Desktop Specialist Certification Guide course provides a strong foundation in data analysis and visualization, which are essential skills for Project Managers. By learning how to use Tableau, you can gain the skills necessary to analyze project data, communicate insights, and make better project decisions.

See salaries and explore the career path for Project Manager

Consultant

Consultants provide advice and guidance to businesses and organizations on a variety of topics, including strategy, operations, and technology. They use their expertise in a particular field to help clients solve problems and achieve their goals. The Tableau Desktop Specialist Certification Guide course provides a strong foundation in data analysis and visualization, which are essential skills for Consultants. By learning how to use Tableau, you can gain the skills necessary to analyze data, communicate insights, and help clients make better decisions.

See salaries and explore the career path for Consultant

Data Visualization Specialist

Data Visualization Specialists are responsible for creating visualizations that communicate data insights to stakeholders. They use their knowledge of data visualization best practices and tools to create clear and concise visualizations that can be easily understood by audiences of all levels. The Tableau Desktop Specialist Certification Guide course provides a strong foundation in data analysis and visualization, which are essential skills for Data Visualization Specialists. By learning how to use Tableau, you can gain the skills necessary to create effective data visualizations that can help stakeholders make better decisions.

See salaries and explore the career path for Data Visualization Specialist

Software Engineer

Software Engineers design, develop, and maintain software applications. They use their knowledge of programming languages and software development methodologies to create software solutions that meet the needs of users. The Tableau Desktop Specialist Certification Guide course may be useful for Software Engineers who want to learn how to use Tableau to analyze data and create data visualizations. By learning how to use Tableau, Software Engineers can gain the skills necessary to build better software applications that can help users make better decisions.

See salaries and explore the career path for Software Engineer

Web Developer

Web Developers design and develop websites. They use their knowledge of HTML, CSS, and JavaScript to create websites that are user-friendly and visually appealing. The Tableau Desktop Specialist Certification Guide course may be useful for Web Developers who want to learn how to use Tableau to analyze data and create data visualizations. By learning how to use Tableau, Web Developers can gain the skills necessary to build better websites that can help users make better decisions.

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Marketing Manager

Marketing Managers are responsible for developing and executing marketing campaigns. They use their knowledge of marketing principles and techniques to create campaigns that reach target audiences and achieve marketing goals. The Tableau Desktop Specialist Certification Guide course may be useful for Marketing Managers who want to learn how to use Tableau to analyze marketing data and create data visualizations. By learning how to use Tableau, Marketing Managers can gain the skills necessary to develop more effective marketing campaigns.

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Sales Manager

Sales Managers are responsible for leading and managing sales teams. They use their knowledge of sales techniques and strategies to achieve sales goals and objectives. The Tableau Desktop Specialist Certification Guide course may be useful for Sales Managers who want to learn how to use Tableau to analyze sales data and create data visualizations.

See salaries and explore the career path for Sales Manager

Account Manager

Account Managers are responsible for managing relationships with clients. They use their knowledge of sales and marketing techniques to build relationships with clients and generate sales. The Tableau Desktop Specialist Certification Guide course may be useful for Account Managers who want to learn how to use Tableau to analyze client data and create data visualizations.

See salaries and explore the career path for Account Manager