Salesforce Certified Tableau Data Analyst Exam Guide

About the Salesforce Certified Tableau Data Analyst Exam
Audience Description: Salesforce Certified Tableau Data Analyst
Purpose of This Exam Guide
About the Exam
Exam Outline
Recommended Training and Resources
Salesforce Certification Candidate Code of Conduct
Maintaining Your Salesforce Certification

About the Salesforce Certified Tableau Data Analyst Exam

The Salesforce Certified Tableau Data Analyst Exam is intended for individuals who enable stakeholders to make business decisions by understanding the business problem, identifying data to explore for analysis, and delivering actionable insights.

This credential validates core Tableau knowledge and development skills of employees, partners, customers, and freelancers, who need to work with various Tableau products including Tableau Desktop, Tableau Prep, and either Tableau Server or Tableau Cloud.

There are no prerequisites for the exam. Upon successful completion of this exam, candidates are awarded the title of Salesforce Certified Tableau Data Analyst.

Audience Description: Salesforce Certified Tableau Data Analyst

Candidates for this exam have knowledge of the capabilities of Tableau Desktop, Tableau Prep, and either Tableau Server or Tableau Cloud to:

Connect to data sources.
Perform data transformations.
Explore and analyze data.
Create meaningful visualizations that answer key business questions.
Share and keep content current by publishing, scheduling, and maintaining it on the web.

The Data Analyst typically has a minimum 6 months of experience with Tableau and Tableau products including Tableau Prep, Tableau Desktop, and either Tableau Server or Tableau Cloud.

The Data Analyst has the skills to pass Tableau Desktop Specialist (TDS) certification exam. The Data Analyst exam is an advancement of that skill set. Candidates will not be tested on the level of the TDS exam because they are assumed to possess the competencies covered in that exam.

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Tableau Data Analyst Exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.

About the Exam

Here are details about the Salesforce Certified Tableau Data Analyst Exam.

Content: 60 multiple-choice/multiple-select questions and up to five unscored questions
Product Version: Currently testing on 2024.2
Time Limit: 105 minutes
Passing Score: 65%
Registration fee: US$200, JPY¥30,000, plus applicable taxes as required by local law
Retake fee: US$100, JPY¥30,000, plus applicable taxes as required by local law
Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
References: No hard-copy or online materials may be used during the exam.
Prerequisite: None

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

Exam Outline

The Salesforce Certified Tableau Data Analyst Exam measures a candidate's knowledge and skills related to the following objectives. As a reference, this exam guide includes test domains, coverage percentages and objectives only.

NOTE: This is not a comprehensive listing of the content on this exam.

Connect To and Transform Data: 24%

1.1 Connect to data sources

1.1.1. Identify data source
1.1.2. Determine live connection vs. extract
1.1.3. Connect to extracts
1.1.4. Connect to files
1.1.5. Connect to relational databases
1.1.6. Connect to published data sources from a Tableau Server or Tableau Cloud site
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)
1.2.2. Perform cleaning operations
1.2.3. Organize data fields into folders
1.2.4. Use multiple data sources (establish relationships, create joins, union tables)
1.2.5. Prepare data by using Data Interpreter, pivot, and split
1.2.6. Create extract and data source 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
1.3.7. Determine which output type to use

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

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
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
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

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

2.5. Structure the data

2.5.1. Sets
2.5.2. Bins
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)
2.6.4. Create mark layers

2.7. Summarize, model, and customize data by using the Analytics pane

2.7.1. Totals and subtotals
2.7.2. Reference lines
2.7.3. Reference bands
2.7.4. Average lines
2.7.5. Trend lines
2.7.6. Distribution bands
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
2.8.2. Write INCLUDE LOD calculations
2.8.3. Write EXCLUDE LOD calculations
2.8.4. Write nested LOD calculations

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)
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 (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
3.4.2. Add custom shapes and color palettes
3.4.3. Add annotations
3.4.4. Customize tooltips
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

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
4.1.3. Export content
4.1.4. Publish a flow

4.2. Schedule data updates

4.2.1. Schedule data extract refreshes

4.3. Manage published workbooks

4.3.1. Create alerts
4.3.2. Create subscriptions
4.3.3. Create and save custom views
4.3.4. Understand user roles and permissions
4.3.5. Customize and distribute a published workbook

Recommended Training and Resources

As preparation for this exam, we recommend a combination of hands-on experience, training course completion, Trailhead Trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

The self-study materials recommended for this exam include:

Module: Cert Prep: Tableau Data Analyst

In addition to experience, candidates are also strongly encouraged to be familiar with the content of the following Tableau training and resources.

To review online documentation, tip sheets, and user guides, search for the topics listed in the Exam Outline section of this guide on Salesforce Help and study the information related to those topics.

Salesforce Certification Candidate Code of Conduct

At Salesforce, Trust is our #1 value. Protecting the security of Salesforce Certifications is up to all of us. As a participant in the Salesforce Certification Program, you’re required to review and accept the terms of the Salesforce Certification Program Agreement and Code of Conduct at the beginning of each exam.

Maintaining Your Salesforce Certification

One of the benefits of holding a Salesforce Certification is always being up to date on new product releases. You'll be required to complete the Tableau certification maintenance badge on Trailhead once a year.

Don’t let your hard-earned certification expire! If you don't complete all maintenance requirements by the due date, your certification will expire.

Bookmark these useful resources for maintaining your certifications.