Tableau Certified Data Analyst Exam Prep

Topic 1: Connect to and Transform Data

• Connect to Data Sources

  • Choose an appropriate data source
  • Choose between live connection or extract
  • Connect to extracts
  • Connect to spreadsheets
  • Connect to .hyper files (or .tde files)
  • Connect to relational databases
  • Pull data from relational databases by using custom SQL queries
  • Connect to a data source on Tableau Server
  • Replace the connected data source with another data source for an existing chart or sheet

• Prepare data for analysis

  • Assess data quality (completeness, consistency, accuracy)
  • Perform cleaning operations
  • Organize data into folders
  • Use multiple data sources (establish relationships, create joins, union tables, blend data)
  • Prepare data by using Data Interpreter, pivot, and split
  • Create extract filters

• Perform data transformation in Tableau Prep

  • Choose which data transformation to perform based on a business scenario
  • Combine data by using unions
  • Combine data by using joins
  • Shape data by using aggregations
  • Perform filtering
  • Shape data by using pivots

• Customize fields

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

Topic 3: Explore and Analyze Data

• Create calculated fields

  • Write date calculations (DATEPARSE, DATENAME…)
  • Write string functions
  • Write logical and Boolean expressions (If, case, nested, etc.)
  • Write number functions
  • Write type conversion functions
  • Write aggregate functions
  • Write FIXED LOD calculations

• Create quick table calculations

  • Moving average
  • Percent of total
  • Running total
  • Difference and percent of difference
  • Percentile
  • Compound growth rate

• Create custom table calculations

  • Year to date
  • Month to date
  • Year over year
  • Index
  • Ranking
  • First-last

• Create and use filters

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

• Create parameters to enable interactivity

  • In calculations
  • With filters
  • With reference lines

• Structure the data

  • Sets
  • Bins
  • Hierarchies
  • Groups

• Map data geographically

  • Create symbol maps
  • Create heat maps
  • Create density maps
  • Create choropleth maps (filled maps)

• Summarize, model, and customize data by using the Analytics feature

  • Totals and subtotals
  • Reference lines
  • Reference bands
  • Average lines
  • Trend lines
  • Distribution bands
  • Forecast by using default settings
  • Customize a data forecasting model
  • Create a predictive model

Topic 3: Create Content

• Create charts

  • 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)
  • Sort data (including custom sort)

• Create dashboards and stories

  • Combine sheets into a dashboard by using containers and layout options
  • Add objects
  • Create stories

• Add interactivity to dashboards

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

• Format dashboards

  • Apply color, font, shapes, styling
  • Add custom shapes and color palettes
  • Add annotations
  • Add tooltips
  • Apply padding
  • Remove gridlines, row-level and column-level bands, and shading
  • Apply responsive design for specific device layouts

Topic 4: Publish and Manage Content on Tableau Server and Tableau Cloud

• Publish Content

  • Publish a workbook
  • Publish a data source
  • Print content
  • Export content

• Schedule data updates

  • Schedule data extract refreshes
  • Schedule a Tableau Prep workflow

• Manage Published workbooks

  • Create alerts
  • Create subscriptions
  • Create user-specific views
  • Troubleshoot user permissions
  • Customize and distribute a published workbook

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Minimum Entry Requirement

Knowledge and Skills

• Able to operate using computer functions
• Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

• Positive Learning Attitude
• Enthusiastic Learner

Experience

• Minimum of 1 year of working experience.

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

Software:

TBD

Hardware: Window or Mac Laptops

• Data Analyst
• Business Intelligence Analyst
• Data Visualization Specialist
• Tableau Developer
• Reporting Analyst
• Analytics Consultant
• Data Scientist
• Information Analyst
• Data Management Specialist
• Business Analyst
• Decision Support Analyst
• Data Quality Analyst
• Data Governance Specialist
• Database Analyst
• Data Architect
• ETL Developer
• Data Operations Analyst
• Data Strategy Analyst
• Data Compliance Analyst
• Data Security Analyst

Dr. Alvin Ang: Dr. Alvin Ang is a ACTA certified trainer. Dr. Alvin Ang did his Ph.D., Masters and Bachelors from NTU, Singapore. Previously he was a Principal Consultant (Data Science) as well as an Assistant Professor. He was also 8 years SUSS adjunct lecturer. His focus and interest is in the area of real world data science. Though an operational researcher by study, his passion for practical applications outweigh his academic background. He owns a startup externally.

Dwight Nuwan Fonseka: Dwight Nuwan Fonseka is a ACLP certified trainer. He have a degree in Biotechnology from NUS, Advanced diploma in Pharmaceutical management from MDIS and Masters in Education from NTU. He have 8 years experience of teaching biology at O and A levels/ IB level in international schools in Singapore and overseas.

Terence Ee: Terence Ee is a ACTA certified trainer that has delivered IT training in Singapore and Myanmar. He has also facilitated faith formation courses for Christians in Singapore and Myanmar. As a trainer, his mission is to co-create insightful and actionable learning experiences with his learners.His current areas of focus include project management, information security management, quality management and office productivity applications.
Terence has more than 25 years of corporate IT experience. He has held senior management roles in the public and private sectors. He holds a Master of Science in Technology Management, a Bachelor of Science in Computer and Information Sciences, a Diploma in Family Education, and the Advanced Certificate in Training and Assessment (ACTA). Part of his spare time goes towards tutoring his children in their studies (while learning a thing or two along the way). He is also imparting to them the essential skills for thriving in a digital world.