TDS-C01 Tableau Desktop Specialist
Data Analytics
Course Overview
The Tableau Desktop Specialist certification is intended for individuals who have foundational knowledge and skills related to Tableau Desktop. This credential validates the core Tableau knowledge of employees, partners, customers, and freelancers, who need to work with Tableau Desktop.
Duration: 2 days / 16 hours
Delivery Method: Classroom-based, Virtual Instructor Led Training
COURSE OBJECTIVES
By the end of this course, participants will be able to:
· Connect to and prepare data from various sources using Tableau Desktop.
· Build and manage data models using relationships, joins, and unions.
· Create and customize charts, maps, and visualizations to explore and analyze data effectively.
· Apply filters, calculations, parameters, and analytics features to uncover insights.
· Design interactive dashboards and stories to communicate data-driven findings.
· Share and present Tableau workbooks through exports and publishing options.
· Demonstrate a solid understanding of core Tableau concepts, including dimensions, measures, aggregations, and discrete versus continuous data.
· Develop the foundational skills and knowledge required to successfully prepare for the Tableau Desktop Specialist certification exam.
COURSE OUTLINE
Domain 1: Connecting to and Preparing Data
· Create live connections and extracts.
o Create a live connection to a data source.
o Explain the differences between using live connections versus extracts.
o Create an extract.
o Save metadata properties in a TDS.
o Create a data source that uses multiple connections.
· Create and manage the data model.
o Add relationships to a data source.
o Add joins and unions.
o Explain when to use a join versus a relationship.
· Manage data properties.
o Rename a data field.
o Assign an alias to a data value.
o Assign a geographic role to a data field.
o Change data type for a data field (number, date, string, Boolean, etc.)
o Change default properties for a data field (number format, aggregation, color, date format, etc.)
Domain 2: Exploring and Analyzing Data
· Create basic charts.
o Create a bar chart.
o Create a line chart.
o Create a scatterplot.
o Create a map using geographic data.
o Create a combined axis chart.
o Create a dual-axis chart.
o Create a stacked bar.
o Create a density map.
o Create a chart to show specific values (crosstab, highlight table)
· Organize data and apply filters.
o Create groups by using marks, headers, and the data pane.
o Create sets by using marks and the data pane.
o Organize dimensions into a hierarchy.
o Add a filter to a view.
o Add a date filter.
· Apply analytics to a worksheet.
o Add a manual or a computer sort.
o Add a reference line.
o Use a quick table calculation.
o Use bins and histograms
o Create a calculated field (e.g., string, date, simple arithmetic)
o Explain when to use a parameter.
o Display totals on a worksheet
Domain 3: Sharing Insights
· Format view for presentation
o Use color from the marks card
o Configure fonts.
o Format marks as shapes
o Configure viz animations.
o Change the size of marks.
o Show and hide legends.
· Create and modify a dashboard.
o Add worksheets to a dashboard.
o Add interactive elements for consumers (e.g., show filters, data highlighter, tooltips)
o Add dashboard actions (e.g., filter action, highlight action, parameter control, URL action)
o Configure a dashboard layout and create device-specific dashboards.
o Create a story and a story point.
· View and share workbook data
o Share a workbook (e.g., twbx as a PDF or an image, publish to Tableau Server)
o View and export underlying data
o Export to Microsoft PowerPoint
Domain 4: Understanding Tableau Concepts
· Understand dimensions and measures.
o Explain what kind of information dimensions usually contain.
o Explain what kind of information measures usually contain.
o Explain the difference between dimensions and measures.
· Understand discrete and continuous fields.
o Explain how discrete fields are displayed.
o Explain how continuous fields are displayed.
o Explain the difference between discrete date parts and continuous date values.
· Understand aggregations
o Explain the default aggregation for measures.
o Describe how an aggregated measure changes when dimensions are added to a view.
REGISTER NOW
