Salesforce Certified Tableau Consultant Preparation Details
The Salesforce Certified Tableau Consultant exam validates skills for leading complex analytics solutions across the Tableau Platform. This study guide maps every exam objective across all four domains to official Tableau documentation. Use it to prepare for row-level security, advanced calculations, and governance topics. You can also explore more Tableau certification study guides on the Salesforce Certification category to keep building your skills.
Salesforce Certified Tableau Consultant Materials
| Coursera | Tableau Data Analyst Certification Preparation |
| Udemy | Tableau Exam Prep: Desktop Foundations + Data Analyst |
| Whizlabs | Tableau Certified Data Analyst Certification |
Evaluate Current State: 22%
1.1 Map current state of analytics to future state
1.1.1 Map business needs to Tableau capabilities.
1.1.2 Translate analytical requirements into Tableau context by using best practices.
1.1.3 Recommend whether to use Tableau Server or Tableau Cloud, including migration.
Migrate Tableau Server to Tableau Cloud
About Tableau Content Migration Tool
1.1.4 Recommend and plan a Tableau Server upgrade.
Upgrade Tableau Server Overview
Upgrading from 2018.2 and Later (Windows)
Using a Blue/Green approach for upgrading Tableau Server
1.2 Evaluate current data structures
1.2.1 Evaluate whether existing data supports business needs.
1.2.2 Evaluate lineage of existing data structures.
Use Lineage for Impact Analysis
1.2.3 Evaluate existing data structures for performance risks and enhancement opportunities.
Optimize Relationship Queries Using Performance Options
Best Practices for Published Data Sources
Plan and Prepare Data Connections: 22%
2.1 Plan for data transformation
2.1.1 Recommend an appropriate data transformation strategy.
Tableau Prep: Save and Share Your Work
Connect Tableau Prep to Your Data
2.1.2 Specify the requirements for minimum level of granularity.
2.2 Design a row-level security (RLS) data structure
2.2.1 Implement RLS and an entitlement table.
Row-Level Security in the Database
RLS Best Practices for Data Sources and Workbooks
2.2.2 Identify group functions versus user functions.
2.2.3 Compare RLS approaches.
Overview of Row-Level Security Options in Tableau
RLS Best Practices for Data Sources and Workbooks
2.3 Plan and implement advanced connections to data
2.3.1 Recommend an appropriate method to connect to data, such as Web Data Connectors, web extract APIs, custom SQL, or ODBC.
Web Data Connectors in Tableau Server
2.3.2 Create connections by using Tableau Bridge.
Data Connect for Private Network Data
2.3.3 Specify aggregation level and strategy for data sources in Tableau products (Tableau Desktop, Tableau Prep, Tableau Cloud, Tableau Server).
Design and Troubleshoot Calculations and Workbooks: 40%
3.1 Design analytics for advanced use cases
3.1.1 Recommend when to use an advanced chart type, such as Sankey, chord, radar, tile map, small multiples, and data densification.
Exploring Sankey and Radial Charts with the New Chart Types Pilot
Use radar charts to compare dimensions over several metrics
Build a Highlight Table or Heat Map
3.1.2 Identify the effect of the Tableau order of operations on calculations.
3.1.3 Troubleshoot issues caused by the Tableau order of operations.
Create Level of Detail Expressions in Tableau
3.1.4 Plan and implement advanced techniques to build interactivity into dashboards, such as dynamic URL actions, parameter actions, and filter actions.
3.2 Design workbooks to optimize performance
3.2.1 Identify and resolve resource-intensive queries.
Tableau Workbook Performance Checklist
General Performance Guidelines
3.2.2 Maximize caching for Tableau Server.
General Performance Guidelines
Configure Workbook Performance after a Scheduled Refresh
Set a Data Freshness Policy for Query Caches and View Acceleration
3.2.3 Identify and resolve performance issues caused by calculations such as string comparisons, IF THEN statements, and Level of Detail (LOD) expressions.
Level of Detail Expressions and Aggregation
Best Practices for Creating Calculations in Tableau
Create Level of Detail Expressions in Tableau
3.2.4 Recommend calculations that should be moved upstream of Tableau.
Tableau Workbook Performance Checklist
Best Practices for Creating Calculations in Tableau
3.2.5 Interpret and resolve issues by using performance recordings.
Interpret a Performance Recording
3.2.6 Identify and resolve performance issues caused by design elements such as number of sheets, number of filters, and image size.
Tableau Workbook Performance Checklist
3.3 Implement advanced calculations that include multiple steps
3.3.1 Implement aggregations that include dimensions.
Aggregate Functions in Tableau
3.3.2 Implement advanced table calculations, such as window, nested table, or multi-directional.
Transform Values with Table Calculations
3.3.3 Implement advanced date functions, such as fiscal calendars.
3.3.4 Implement advanced LODs, such as nested LODs.
Create Level of Detail Expressions in Tableau
Level of Detail Expressions and Aggregation
3.3.5 Implement combinations of advanced calculations.
Best Practices for Creating Calculations in Tableau
Types of Calculations in Tableau
3.3.6 Troubleshoot advanced calculations.
Formatting Calculations in Tableau
Get Started with Calculations in Tableau
Best Practices for Creating Calculations in Tableau
Establish Governance and Support Published Content: 16%
4.1 Recommend and apply a Tableau governance strategy
4.1.1 Map an organization’s governance requirements to Tableau features and capabilities.
4.1.2 Recommend a strategy for securing access to content.
4.1.3 Recommend a strategy for ensuring data quality, including certifying data sources, minimizing data proliferation, and configuring data quality warnings.
Use Certification to Help Users Find Trusted Data
Best Practices for Published Data Sources
4.2 Leverage administrative views
4.2.1 Specify insights that require an administrative view.
4.2.2 Recommend the appropriate administrative views and data sources for a given scenario.
Use Admin Insights to Create Custom Views
Collect Data with the Tableau Server Repository
4.3 Recommend a content distribution strategy
4.3.1 Map publishing requirements to features and capabilities of Tableau.
Publish Data Sources and Workbooks
4.3.2 Recommend an approach for the workbook lifecycle, including building, testing, deployment, distribution, and maintenance.
Publish Data Sources and Workbooks
Wrapping Up Salesforce Certified Tableau Consultant
This guide covered every objective in the Salesforce Certified Tableau Consultant exam, from evaluating current state and planning data connections to advanced calculations and governance. With official Tableau documentation linked for each objective, you have a complete roadmap for exam preparation. Keep practicing hands on in Tableau Desktop, Server, and Cloud to reinforce these concepts. You can also explore more Tableau certification study guides on the Salesforce Certification category to keep building your skills. Have a question or tip? Leave a comment below.
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