10 Questions To Prepare for the Tableau Data Analyst Certification

By: Oliver Linley

Ollie lives in Cape Town, South Africa, and is passionate about all things data - and all things Tableau! If you have a question, feel free to reach out to him directly via email.

Tableau's Data Analyst Certification can be a tricky one to prep for.

How will you get tested on Dashboarding? Will you have to build a dashboard? What will the Multiple Choice Questions be like? How much Tableau Prep or Cloud do you need to know?

I wrote the certification a few months back and I wanted to share some of my learnings to help you have the most successful test you can!

While I go into some more examples in the video, as a brief summary, I’d suggest:

  • Familiarise yourself with Tableau Prep

  • Familiarise yourself with Tableau Cloud (extracts, users, refreshes, etc)

  • Write out your calculations on a piece of paper before testing them in Tableau

And many more in the video below!

Want help with something like this? Book an hour with Ollie! Want to dive even deeper? Check out our upcoming classes!

Resources:

Tableau Online

  • Custom Views: https://www.youtube.com/watch?v=cmrIhzbvDVA

  • Reset View: https://www.youtube.com/watch?v=V9zT2WFkahE&t=4s

  • Tableau Extracts: https://onenumber.biz/blog-1/2023/8/23/how-and-why-to-create-tableau-data-extracts-hyper

Tableau Prep

  • Groups: https://onenumber.biz/blog-1/2021/9/5/identify-and-modify-grouped-values-in-tableau-prep

  • Joins: https://onenumber.biz/blog-1/2024/6/19/tableau-prep-join-types-explained

  • Aggregations: https://www.youtube.com/watch?v=SUC2DQ1N3uM&ab_channel=OneNumber-TableauExperts

  • Automate a Flow: https://onenumber.biz/blog-1/2023/2/22/how-to-automate-a-tableau-prep-flow

Tableau Calculations

  • List of Tableau Functions: https://help.tableau.com/current/pro/desktop/en-us/functions_all_categories.htm

  • Aggregations: https://onenumber.biz/blog-1/2022/12/21/why-aggregations-are-important-in-tableau-calculations

  • String Functions: https://onenumber.biz/blog-1/2022/5/2/10-tableau-string-functions

  • IF THEN Functions: https://onenumber.biz/blog-1/2022/12/7/tableau-if-then-logic-function-explained

  • Date Functions: https://onenumber.biz/blog-1/2021/4/14/mastering-tableau-date-calculations-webinar-recording

  • Aggregation Errors: https://onenumber.biz/blog-1/2023/10/11/fixing-tableau-calculation-aggregation-errors

  • LOD FIXED Expression: https://onenumber.biz/blog-1/2024/3/13/how-fixed-tableau-level-of-detail-function-works

  • Table Calculations: https://onenumber.biz/blog-1/2023/4/19/how-tableau-table-calculations-work

  • WINDOW Functions: https://onenumber.biz/blog-1/2023/11/15/what-are-tableau-window-functions

Dashboarding

  • 10 Charts in 10 Minutes: https://onenumber.biz/blog-1/2022/10/6/10-tableau-charts-in-10ish-minutes

  • Tableau Dashboard from Scratch: https://onenumber.biz/blog-1/2022/5/2/tableau-for-beginners-connect-to-data

  • Buttons/Navigation: https://onenumber.biz/blog-1/2023/8/16/build-a-home-page-for-your-tableau-dashboards

  • Layout Containers: https://onenumber.biz/blog-1/2023/9/6/tableau-layout-containers-tips-tricks-and-uses

  • Dashboard Size: https://www.youtube.com/watch?v=1rR-klvQj8E

  • Design Best Practices: https://onenumber.biz/blog-1/2023/7/19/data-dashboard-design-best-practices

  • Publish a Dashboard: https://onenumber.biz/blog-1/2024/6/5/how-to-publish-a-tableau-dashboard

  • Dynamic Zone Visibility: https://onenumber.biz/blog-1/2022/3/29/tableau-dynamic-zone-visibility

Parameters

  • Swap a Field with a Parameter: https://onenumber.biz/blog-1/2022/3/1/how-to-swap-a-field-with-a-tableau-parameter

  • Dynamic Parameters: https://onenumber.biz/blog-1/2020/3/11/how-to-make-dynamic-parameters-in-tableau-new-feature

Sets

  • Sets Overview: https://onenumber.biz/blog-1/2022/9/27/tableau-sets-a-comprehensive-guide

  • Set vs. Groups: https://onenumber.biz/blog-1/2019/10/10/whats-the-difference-between-sets-and-groups-in-tableau

  • Set Actions: https://onenumber.biz/blog-1/2023/8/2/set-actions-in-tableau

Dashboard Actions

  • Filter Actions: https://onenumber.biz/blog-1/2024/6/5/tableau-dashboard-filter-actions-explained

  • Highlight Actions: https://onenumber.biz/blog-1/2020/2/14/tying-tableau-dashboards-together-with-highlight-actions

  • URL Actions: https://onenumber.biz/blog-1/2019/4/17/url-actions-use-tableau-like-a-true-app

Data Preparation

  • Prepare/Structure Data for Tableau: https://onenumber.biz/blog-1/2022/5/2/how-to-prepare-data-for-tableau-webinar

  • Relationships: https://onenumber.biz/blog-1/2023/6/28/why-tableau-created-relationships

  • Joins: https://onenumber.biz/blog-1/2023/1/11/tableau-join-types-explained-left-right-inner-outer

  • Cross-Database Joins: https://onenumber.biz/blog-1/2022/12/14/how-to-tableau-cross-database-joins

  • Unions: https://onenumber.biz/blog-1/2022/4/12/how-to-union-tables-in-tableau-desktop

  • Pivots: https://onenumber.biz/blog-1/2023/1/18/how-to-tableau-pivots-in-tableau-desktop

Build Skills

  • Workout Wednesday: https://workout-wednesday.com/

  • Tableau Public: https://public.tableau.com/app/discover

Want to keep learning foundational skills in Tableau? Sign up for our weekly newsletter so you never miss new blog posts, videos and events!

How to Union Tables in Tableau Prep

Custom Date Filter for Aggregated and Non-Aggregated Measures in Tableau

0