Tableau Certified Data Analyst Certification Guide : Ace the Tableau Data Analyst Certification Exam with Expert Guidance and Practice Material / Harry Cooney and Daisy Jones.

Format:

Book

Author/Creator:

Cooney, Harry, author.

Jones, Daisy, author.

Language:

English

Subjects (All):

Tableau (Computer file)--Examinations--Study guides.

Tableau (Computer file).

Information visualization--Computer programs--Examinations--Study guides.

Information visualization.

Visual analytics--Data processing--Examinations--Study guides.

Visual analytics.

Physical Description:

1 online resource (463 pages)

Edition:

First edition.

Place of Publication:

Birmingham, England : Packt Publishing, [2024]

Biography/History:

Cooney Harry: Harry Cooney is a Senior Data Consultant who has worked with Tableau for the past five years, transforming business questions into analytical dashboards that enable users to generate insights about their business. Harry has mentored Tableau users of all skill levels both individually and through corporate training. Harry has also had his Tableau work featured in the Tableau Conference Virtual Gallery and made the shortlist for the 2023 World Data Visualisation Prize. Outside of work Harry is a fan of football, an interest he frequently likes to incoporate into Tableau with reports comparing team and player stats. Jones Daisy: Daisy Jones is a Senior Data Consultant and Chief Party Officer at The Information Lab Ireland. After completing a degree in Chinese Studies, Daisy sought new pastures and discovered The Information Lab Ireland's training program where she gained the skills in Tableau and Alteryx, which sparked a passion for creative design with Tableau dashboards, all the while providing valuable insights within the data. Four years later she is now working with clients to help them utilize best data practices and create data driven answers for their business. Away from the office, Daisy is normally found in the gym, crocheting or playing computer games.

Summary:

The Tableau Certified Data Analyst certification validates the essential skills needed to explore, analyze, and present data, propelling your career in data analytics. Whether you're a seasoned Tableau user or just starting out, this comprehensive resource is your roadmap to mastering Tableau and achieving certification success. The book begins by exploring the fundamentals of data analysis, from connecting to various data sources to transforming and cleaning data for meaningful insights. With practical exercises and realistic mock exams, you'll gain hands-on experience that reinforces your understanding of Tableau concepts and prepares you for the challenges of the certification exam. As you progress, expert guidance and clear explanations make it easy to navigate complex topics as each chapter builds upon the last, providing a seamless learning experience—from creating impactful visualizations to managing content on Tableau Cloud. Written by a team of experts, this Tableau book not only helps you pass the certification exam but also equips you with the skills and confidence needed to excel in your career. It is an indispensable resource for unlocking the full potential of Tableau.

Contents:

Cover

FM

Copyright

Contributors

Table of Contents

Preface

Chapter 1: Connecting to Data

Introduction to Data

Making the Most Out of This Book - Your Certification and Beyond

Connecting to Sources

Data Structure

Choosing an Appropriate Data Source Type

Content and Quality

Level of detail: Dimensions and Measures

Data Quality

Technical Requirements

Performance: Data Size and Structure

Microsoft Excel (.xlsx) and Comma-Separated Values (.csv) Types

Relational Databases

Initial Data Connections

Connecting to Tableau Server or Tableau Cloud

Connecting to a File

CSV and Excel Files

.hyper or .tde Files

JSON

PDF

Spatial Files

Statistical Files

Connecting to Databases and Cloud Services

Default Server Connectors

Custom SQL Queries

Introduction to SQL and Custom Queries in Tableau

Live versus Extract Connections

Live Connections

Data Extracts

Other Factors Affecting Performance

Connection Management: the Datasource Pane and Data Tab

The Datasource Window

The Data Tab

Making New Connections in Existing Workbooks

Replacing Data Sources

Notes, Caveats, and Unsupported Data Sources

Web-Based Data Access: Drivers and APIs

Multidimensional Systems

Summary

Exam Readiness Drill - Chapter Review Questions

Chapter 2: Transforming Data

Introduction

Types of Fields in Tableau

Data Types

Data Type Conversion

Dimensions and Measures

Dimensions and Measure Field Conversion

Discrete and Continuous

Dimension, Measure, Discrete, and Continuous Combinations

Discrete and Continuous Color Legends

Cleaning Data

Assessing Data Quality

Cleaning data on Tableau Desktop

Duplicating and Renaming a Field Updating the Aliases

Updating the Default Properties of Fields

Data Interpreter.

Using Data Interpreter in Tableau Desktop

Organizing the Data Source

Creating a Folder

Cleaning Data in Tableau Prep

Using Tableau Prep's Data Cleaning Functionality

Transforming Data

Tableau Desktop Transformations

Splitting a Field in Tableau Desktop

Pivoting Fields in Tableau Desktop

Aggregating Data in Tableau Prep

Aggregating Data

Pivoting Data in Tableau Prep

Pivoting Rows to Columns in Tableau Prep

Pivoting Columns to Rows in Tableau Prep

Combining Data

Tableau Desktop Joins

Creating a Join in Tableau Desktop

Tableau Desktop Unions

Creating a Union in Tableau Desktop

Relationships

Creating a Relationship in Tableau Desktop

Blending

Creating a Blend Relationship in Tableau

Primary versus Secondary Data Source Choice

Tableau Prep Joins

Creating a Join in Tableau Prep

Tableau Prep Unions

Creating a Union in Tableau Prep

Chapter 3: Calculations

Defining Calculations

Calculated Fields

Aggregated Calculated Fields

Measure Aggregation

Using the SUM and MIN Functions

Math Functions

Using the MEDIAN and STDEV Functions

Fixed Level of Detail Calculations

Creating a Fixed Level of Detail Calculation

Numeric Calculated Fields

Transformational Mathematical Functions

Using the SQUARE and SQRT Functions

Field Format Functions

Using the ROUND and ABS Functions

Trigonometry

Using the SIN and RADIANS Functions

String Calculated Fields

Positional Functions

Using the RIGHT, LEFT, and MID Functions

Searching

Using the CONTAINS, STARTSWITH, and REPLACE Functions

Case

Using the UPPER and LOWER Functions

Other

Using the SPLIT and LEN Functions

Date Calculated Fields

Date Parts.

Using the YEAR, MONTH, DAY, and DATEPART Functions

Date Logic

Using the DATETRUNC and DATEADD Functions

Using the DATEDIFF and TODAY Functions

Type Conversion

Using the STR and MAKEDATE Functions

Boolean Calculated Fields

Boolean Functions

Using the IN Function

IF Logic

Using the IIF Function and Creating an IF Statement

CASE Statements

Writing a CASE Statement

Table Calculations

Building a Table Calculation

Moving Calculations

Percent of Total

Running Sum

Difference and Percent of Difference

Percentile

Custom Table Calculations

INDEX

Rank

First-and Last

Chapter 4: Grouping and Filtering

Data Grouping

Sets

Creating a Fixed Set and Filtering Data

Creating a Top N Set

Creating a Conditional Set

Combining Sets for Advanced Analysis

Groups

Creating a Group from Data Points in a View

Editing the Group

Hierarchies

Creating a Product Hierarchy

Using a Hierarchy in a View

Bins

Creating a Sales Bin and Counting the Customers in Each

Filtering

Types of Filters

Filtering Directly from the View

Filter Configuration

Creating a Wildcard Filter

Creating a Conditional Filter

Creating a Top N Filter

Creating a Date Filter

Creating a Table Calculation Filter

Applying Filters to Single or Multiple Sheets

Applying a Filter to Multiple Worksheets

Filtering and the Order of Operations

Creating a Data Source Filter

Context Filtering Exercise

Parameters

Parameter Creation

Creating a String Parameter from an Existing Field

Creating an Integer Parameter

Creating a Date Parameter

Parameters in Calculated Fields

Using a Parameter in a Calculated Field

Filtering with Parameters

Filtering with a Parameter.

Customizing Reference Lines Using Parameters

Customizing a Reference Line Using a Parameter

Chapter 5: Charts

Area Chart

Bar Chart

Box Plot

Bullet Graph

Heatmap

Gantt Chart

Highlight Table

Histogram Table

Line Chart

Packed Bubble Chart

Pie Chart

Scatter Plot

Text Table

Treemap

Combination Chart

Geographic Charts

Symbol Maps

Creating a Symbol Map in Tableau

Density/Heat Maps

Creating a Density Map in Tableau

Filled Maps

Creating a Filled Map in Tableau

Analytics

Totals and Subtotals

Creating Totals and Subtotals

Reference Lines and Average Lines

Creating a Constant and Average Reference Line in Tableau

Reference Bands and Distribution Bands

Creating a Reference Band and a Distribution Band

Box Plots

Creating a Box Plot

Trend Lines

Adding a Trend Line to a Chart in Tableau

Forecasting

Creating and Customizing a Forecast in Tableau

Predictive Models

Creating a Predictive Model in Tableau

Chapter 6: Dashboards

Dashboard Creation

Dashboard Objects

Sheets

Containers

Text

Image

Blank

Buttons

Web Page

Extensions

Ask Data

Data Story

Workflow

Creating a Dashboard and Adding a Sheet and a Title

Adding a Container and Another Sheet to the Dashboard

Adding Buttons to the Dashboard

Layout Options

Dashboard Sizing/Device Layouts

Floating versus Tiled

Adding Tiled Objects and Floating Objects to a Dashboard

Resizing the Default Canvas and Updating the Phone Layout

Dashboard Interactivity

Dashboard Actions

Filter Actions

Highlight Actions

URL actions

Adding Filter Actions to the Dashboard.

Adding a Highlight Action to the Dashboard

Adding a URL Action to the Dashboard

Adding User-Guiding Sentences to Improve the End-User Experience

Filtering Multiple Sheets

Adding a Filter to the Dashboard and Applying it to All Sheets

Sheet Swapping

Creating a Sheet Swapper and Applying it to the Dashboard

Dashboard Best Practices

Stories

Creating a Story

Chapter 7: Formatting

Applying Color, Font, Shapes, and Styling

Color

Font

Alignment

Tooltips

Shapes

Adding Custom Shapes and Color Palettes

Adding annotations

Adding tooltips

Applying padding

Removing Gridlines, Row-Level and column-Level Bands, and Shading

Chapter 8: Publishing and Managing Content

Sharing Tableau Content

Publishing Workbooks

Publishing a Tableau Workbook

Publishing Data Sources

Publishing a Data Source

Exporting Content

Exporting to PDF

Cross-Tab Selected Data to Excel

Scheduling Data Updates

Extract Refreshes

Scheduling an Extract Refresh

Tableau Prep Flows

Managing Published Workbooks

Alerts

Creating a Data-Driven Alert

Subscriptions

Creating a Subscription

Chapter 9: Accessing the Online Practice Resources

Index

Other Books You May Enjoy.

Notes:

Description based upon print version of record.

Calculated Fields

Includes bibliographical references and index.

Description based on publisher supplied metadata and other sources.

Description based on print version record.

Other Format:

Print version: Cooney, Harry Tableau Certified Data Analyst Certification Guide

ISBN:

9781803249858

OCLC:

1443082239