Course Outline

DOMAIN 1: CONNECT TO AND TRANSFORM DATA

1.1. Connect to data sources

• 1.1.1. Choose an appropriate data source
• 1.1.2. Choose between live connection or extract
• 1.1.3. Connect to extracts
• 1.1.4. Connect to spreadsheets
• 1.1.5. Connect to .hyper files (or .tde files)
• 1.1.6. Connect to relational databases
• 1.1.7. Pull data from relational databases by using custom SQL queries
• 1.1.8. Connect to a data source on Tableau Server
• 1.1.9. 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)
• 1.2.2. Perform cleaning operations
• 1.2.3. Organize data into folders
• 1.2.4.Use multiple data sources (establish relationships, create joins, union tables, blend data)
• 1.2.5. Prepare data by using Data Interpreter, pivot, and split
• 1.2.6.Create extract filters

1.3. Perform data transformation in Tableau Prep

• 1.3.1. Choose which data transformation to perform based on a business scenario
• 1.3.2. Combine data by using unions
• 1.3.3. Combine data by using joins
• 1.3.4. Shape data by using aggregations
• 1.3.5. Perform filtering
• 1.3.6. Shape data by using pivots

1.4. Customize fields

• 1.4.1. Change default field properties (types, sorting, etc.)
• 1.4.2. Rename columns
• 1.4.3. Choose when to convert between discrete and continuous
• 1.4.4. Choose when to convert between dimension and measure
• 1.4.5. Create aliases

DOMAIN 2: EXPLORE AND ANALYZE DATA

2.1. Create calculated fields

• 2.1.1. Write date calculations (DATEPARSE, DATENAME…)
• 2.1.2. Write string functions
• 2.1.3. Write logical and Boolean expressions (If, case, nested, etc.)
• 2.1.4. Write number functions
• 2.1.5. Write type conversion functions
• 2.1.6. Write aggregate functions
• 2.1.7. Write FIXED LOD calculations

2.2. Create quick table calculations

• 2.2.1. Moving average
• 2.2.2. Percent of total
• 2.2.3. Running total
• 2.2.4. Difference and percent of difference
• 2.2.5. Percentile
• 2.2.6. Compound growth rate

2.3. Create custom table calculations

• 2.3.1. Year to date
• 2.3.2. Month to date
• 2.3.3. Year over year
• 2.3.4. Index
• 2.3.5. Ranking
• 2.3.6. First-last

2.4. Create and use filters

• 2.4.1. Apply filters to dimensions and measures
• 2.4.2. Configure filter settings including Top N, Bottom N, include, exclude, wildcard, and conditional
• 2.4.3. Add filters to context
• 2.4.4. Apply filters to multiple sheets and data sources

2.5. Create parameters to enable interactivity

• 2.5.1. In calculations
• 2.5.2. With filters
• 2.5.3. With reference lines

2.6. Structure the data

• 2.6.1. Sets
• 2.6.2. Bins
• 2.6.3. Hierarchies
• 2.6.4. Groups

2.7. Map data geographically

• 2.7.1. Create symbol maps
• 2.7.2. Create heat maps
• 2.7.3. Create density maps
• 2.7.4. Create choropleth maps (filled maps)

2.8. Summarize, model, and customize data by using the Analytics feature

• 2.8.1. Totals and subtotals
• 2.8.2. Reference lines
• 2.8.3. Reference bands
• 2.8.4. Average lines
• 2.8.5. Trend lines
• 2.8.6. Distribution bands
• 2.8.7. Forecast by using default settings
• 2.8.8. Customize a data forecasting model
• 2.8.9. Create a predictive model

DOMAIN 3: CREATE CONTENT

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)
• 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
• 3.2.2. Add objects
• 3.2.3. Create stories

3.3. Add interactivity to dashboards

• 3.3.1. Apply a filter to a view
• 3.3.2. Add filter, URL, and highlight actions
• 3.3.3. Swap sheets by using parameters or sheet selector
• 3.3.4. Add navigation buttons
• 3.3.5. Implement user guiding sentences (click…, hover…, menu options)

3.4. Format dashboards

• 3.4.1. Apply color, font, shapes, styling
• 3.4.2. Add custom shapes and color palettes
• 3.4.3. Add annotations
• 3.4.4. Add tooltips
• 3.4.5. Apply padding
• 3.4.6. Remove gridlines, row-level and column-level bands, and shading
• 3.4.7. Apply responsive design for specific device layouts

DOMAIN 4: PUBLISH AND MANAGE CONTENT ON TABLEAU SERVER AND TABLEAU ONLINE

4.1. Publish Content

• 4.1.1. Publish a workbook
• 4.1.2. Publish a data source
• 4.1.3. Print content
• 4.1.4. Export content

4.2. Schedule data updates

• 4.2.1. Schedule data extract refreshes
• 4.2.2. Schedule a Tableau Prep workflow



4.3. Manage Published workbooks

• 4.3.1. Create alerts
• 4.3.2. Create subscriptions