Tableau Certification Guide
Certifications Available
|------|----------|------|
| **Tableau Desktop Specialist** | Salesforce | $250 |
|---|
| Tableau Desktop Certified Associate | Salesforce | $500 |
| Tableau Server Certified Associate | Salesforce | $500 |
Desktop Specialist: multiple choice. Certified Associate: practical tasks + MCQ.
Core Skills & Commands
-- Tableau Desktop Specialist key topics
CONNECT: File (CSV, Excel), Server (SQL, BigQuery), Cloud (S3)
DIMENSIONS vs MEASURES:
Dimensions: categorical (blue pills) — Region, Category, Product
Measures: quantitative (green pills) — Sales, Profit, Quantity
CHART TYPES (Show Me panel):
Bar chart: categorical comparison
Line chart: trend over time
Scatter plot: correlation between two measures
Map: geographic data (must have geographic role)
Treemap: part-to-whole + size comparison
Heatmap: patterns in two categorical dimensions
CALCULATED FIELDS:
[Profit Ratio] = SUM([Profit]) / SUM([Sales])
[Above Average] = IF SUM([Sales]) > AVG(SUM([Sales])) THEN "Yes" ELSE "No" END
LOD EXPRESSIONS (Level of Detail):
{FIXED [Region] : SUM([Sales])} -- fixed dimension
{INCLUDE [Order ID] : COUNT([Product])} -- add dimension
{EXCLUDE [Region] : AVG([Sales])} -- remove dimension
FILTERS (order of operations):
Extract → Data Source → Context → Dimension → Measure → Table Calc
PERFORMANCE:
Use extracts (.hyper) instead of live connections
Reduce marks (<5000) | Index high-cardinality fields
Context filters reduce scope for subsequent filters
Study Resources
•Tableau Public (free, build and share dashboards)
•Tableau Training Videos (official, tableau.com/learn)
•Superdata School — Tableau prep resources
•Makeover Monday — weekly data viz practice challenge
Revision Notes
TABLEAU SPECIALIST KEY TOPICS:
Dimensions (blue/categorical) vs Measures (green/quantitative)
Show Me panel: choose chart type by data shape
Calculated fields: basic formulas + IF/THEN/ELSE
LOD expressions: FIXED/INCLUDE/EXCLUDE (advanced)
Filters: data source → context → dimension → measure → table calc
Dashboard: combine sheets + layout containers + actions
Performance: extracts > live connection | fewer marks = faster