Salesforce Certified Tableau Data Analyst Preparation Details
The Salesforce Certified Tableau Data Analyst exam tests your ability to connect, prepare, analyze, and visualize data across Tableau Desktop, Prep, and Server or Cloud. This guide links every exam objective to verified Tableau documentation for focused study. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills.
Salesforce Certified Tableau Data Analyst Materials
| Coursera | Ace the Salesforce Certified Tableau Data Analyst Exam |
| Udemy | Salesforce Tableau Data Analyst Certification Prep |
| Whizlabs | Tableau Certified Data Analyst Certification |
Connect To and Transform Data: 24%
1.1 Connect to data sources
1.1.1. Identify data source
Connect to Data by Using Tableau Server or Tableau Cloud
1.1.2. Determine live connection vs. extract
Best Practices for Published Data Sources
1.1.3. Connect to extracts
1.1.4. Connect to files
Creators: Connect to Data on the Web
Clean Data from Excel, CSV, PDF, and Google Sheets with Data Interpreter
1.1.5. Connect to relational databases
1.1.6. Connect to published data sources from a Tableau Server or Tableau Cloud site
Connect to Data by Using Tableau Server or Tableau Cloud
Creators: Connect to Data on the Web
1.1.7. Replace the connected data source with another data source for an existing chart or sheet
1.2. Prepare data for analysis
1.2.1. Assess data quality (completeness, consistency, accuracy)
Explore and Inspect Data in a View
1.2.2. Perform cleaning operations
Clean Data from Excel, CSV, PDF, and Google Sheets with Data Interpreter
Clean and Shape Data in Tableau Prep
1.2.3. Organize data fields into folders
Organize and Customize Fields in the Data Pane
Work with Data Fields in the Data Pane
1.2.4. Use multiple data sources (establish relationships, create joins, union tables)
How Relationships Differ from Joins
1.2.5. Prepare data by using Data Interpreter, pivot, and split
Clean Data from Excel, CSV, PDF, and Google Sheets with Data Interpreter
Pivot Data from Columns to Rows
Split a Field into Multiple Fields
1.2.6. Create extract and data source filters
Filter Data from Your Data Source
1.3. Perform data transformation in Tableau Prep
1.3.1. Choose which data transformation to perform based on a business scenario
Clean and Shape Data in Tableau Prep
1.3.2. Combine data by using unions
Aggregate, Join, or Union Data
Add More Data in the Input Step
1.3.3. Combine data by using joins
Aggregate, Join, or Union Data
1.3.4. Shape data by using aggregations
Aggregate, Join, or Union Data
1.3.5. Perform filtering
Clean and Shape Data in Tableau Prep
1.3.6. Shape data by using pivots
1.3.7. Determine which output type to use
Save and Share Tableau Prep Work
1.4. Customize fields
1.4.1. Change default field properties (types, sorting, etc.)
Edit Default Settings for Fields
1.4.2. Rename columns
Edit Default Settings for Fields
Work with Data Fields in the Data Pane
1.4.3. Choose when to convert between discrete and continuous
Dimensions and Measures, Blue and Green
1.4.4. Choose when to convert between dimension and measure
Dimensions and Measures, Blue and Green
1.4.5. Create aliases
Create Aliases to Rename Members in the View
Explore and Analyze Data: 41%
2.1. Create calculated fields
2.1.1. Write date calculations
2.1.2. Write string functions
2.1.3. Write logical and Boolean expressions
2.1.4. Write number functions
2.1.5. Write type conversion functions
2.1.6. Write aggregate functions
Aggregate Functions in Tableau
2.1.7. Write basic spatial calculations
2.2. Create table calculations
2.2.1. Moving average and window average
2.2.2. Percent of total
2.2.3. Running total
Transform Values with Table Calculations
2.2.4. Difference and percent of difference
2.2.5. Percentile
2.2.6. Index
2.2.7. Ranking
2.2.8. Apply quick table calculations
2.2.9. Customize table calculations
2.3. Create and use filters
2.3.1. Apply filters to dimensions and measures
2.3.2. Configure filter settings including Top N, Bottom N, include, exclude, wildcard, and conditional
2.3.3. Add filters to context
2.3.4. Apply filters to multiple sheets and data sources
Filter Data Across Multiple Data Sources
2.4. Create parameters to enable interactivity
2.4.1. In calculations
2.4.2. With filters
2.4.3. With reference lines
2.4.4. Set parameters to dynamically refresh
Keep up with dynamic data changes using dynamic parameters
2.5. Structure the data
2.5.1. Sets
2.5.2. Bins
Create Bins from a Continuous Measure
2.5.3. Hierarchies
2.5.4. Groups
2.6. Map data geographically
2.6.1. Create symbol maps
2.6.2. Create density maps
2.6.3. Create choropleth maps (filled maps)
Create Maps that Show Ratio or Aggregated Data in Tableau
2.6.4. Create mark layers
Create Geographic Layers for Maps
2.7. Summarize, model, and customize data by using the Analytics pane
2.7.1. Totals and subtotals
Show Totals in a Visualization
2.7.2. Reference lines
Reference Lines, Bands, Distributions, and Boxes
2.7.3. Reference bands
Reference Lines, Bands, Distributions, and Boxes
2.7.4. Average lines
2.7.5. Trend lines
Add Trend Lines to a Visualization
2.7.6. Distribution bands
Reference Lines, Bands, Distributions, and Boxes
2.7.7. Forecast by using default settings
2.7.8. Customize a data forecasting model
2.8. Create Level of Detail (LOD) calculations
2.8.1. Write FIXED LOD calculations
FIXED Level of Detail Expressions
2.8.2. Write INCLUDE LOD calculations
INCLUDE Level of Detail Expressions
2.8.3. Write EXCLUDE LOD calculations
EXCLUDE Level of Detail Expressions
2.8.4. Write nested LOD calculations
Overview: Level of Detail Expressions
Create Content: 26%
3.1. Create charts
3.1.1. Create basic charts from scratch (bar, line, pie, highlight table, scatter plot, histogram, tree map, bubbles, data tables, Gantt, box plots, area, dual axis, combo)
Choose the Right Chart Type for Your Data
3.1.2. Sort data (including custom sort)
3.2. Create dashboards and stories
3.2.1. Combine sheets into a dashboard by using containers and layout options
Size and Lay Out Your Dashboard
3.2.2. Add objects (containers, images, text)
3.2.3. Create stories using story points
3.3. Add interactivity to dashboards
3.3.1. Use filter in a dashboard
3.3.2. Add filter, URL, and highlight actions
3.3.3. Create interactivity using dynamic zone visibility
3.3.4. Add navigation buttons
3.3.5. Create interactivity using set and parameter actions
3.3.6 Create show/hide buttons for dashboard objects
3.4. Format workbooks, worksheets, and dashboards
3.4.1. Apply color, font, shapes, styling
Control the Appearance of Marks in the View
3.4.2. Add custom shapes and color palettes
Control the Appearance of Marks in the View
3.4.3. Add annotations
3.4.4. Customize tooltips
Create Views for Tooltips (Viz in Tooltip)
Format Individual Parts of the View
3.4.5. Apply padding
3.4.6. Format gridlines, row-level and column-level bands, and shading
3.4.7. Create a responsive design for specific device layouts
Create Dashboard Layouts for Different Device Types
Publish and Manage Content on Tableau Server and Tableau Cloud: 9%
4.1. Publish Content
4.1.1. Publish a workbook
4.1.2. Publish a data source from Desktop or Prep
Best Practices for Published Data Sources
4.1.3. Export content
Export Data from Tableau Desktop
4.1.4. Publish a flow
Publish a Flow to Tableau Server or Tableau Cloud
4.2. Schedule data updates
4.2.1. Schedule data extract refreshes
Schedule Extract Refreshes as You Publish a Workbook
Quick Start: Refresh Extracts on a Schedule
4.3. Manage published workbooks
4.3.1. Create alerts
Send Data-Driven Alerts from Tableau Cloud or Tableau Server
4.3.2. Create subscriptions
Create a Subscription to a View or Workbook
4.3.3. Create and save custom views
4.3.4. Understand user roles and permissions
Permissions, Site Roles, and Licenses
4.3.5. Customize and distribute a published workbook
Getting Started with Web Authoring
Wrapping Up Salesforce Certified Tableau Data Analyst
This guide has walked through every domain of the Salesforce Certified Tableau Data Analyst exam guide, from connecting and preparing data through advanced calculations, mapping, dashboards, and publishing. Working through each linked resource in order will build the practical Tableau skills the exam expects, and give you the confidence to sit for the Data Analyst credential. You can also explore more Salesforce 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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