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- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
Learn through hands-on exercises covering a variety of topics including data connections, analytics, and dashboards to effectively prepare for the Tableau Desktop Certified Associate exam
Key Features
- Prepare for the Tableau Desktop Certified Associate exam with the help of tips and techniques shared by experts
- Implement Tableau’s advanced analytical capabilities such as forecasting
- Delve into advanced Tableau features and explore best practices for building dashboards
Book Description
The Tableau Desktop Certified Associate exam measures your knowledge of Tableau Desktop and your ability to work with data and data visualization techniques. This book will help you to become well-versed in Tableau software and use its business intelligence (BI) features to solve BI and analytics challenges.
With the help of this book, you'll explore the authors' success stories and their experience with Tableau. You'll start by understanding the importance of Tableau certification and the different certification exams, along with covering the exam format, Tableau basics, and best practices for preparing data for analysis and visualization. The book builds on your knowledge of advanced Tableau topics such as table calculations for solving problems. You'll learn to effectively visualize geographic data using vector maps. Later, you'll discover the analytics capabilities of Tableau by learning how to use features such as forecasting. Finally, you'll understand how to build and customize dashboards, while ensuring they convey information effectively. Every chapter has examples and tests to reinforce your learning, along with mock tests in the last section.
By the end of this book, you'll be able to efficiently prepare for the certification exam with the help of mock tests, detailed explanations, and expert advice from the authors.
What you will learn
- Apply Tableau best practices to analyze and visualize data
- Use Tableau to visualize geographic data using vector maps
- Create charts to gain productive insights into data and make quality-driven decisions
- Implement advanced analytics techniques to identify and forecast key values
- Prepare customized table calculations to compute specific values
- Answer questions based on the Tableau Desktop Certified Associate exam with the help of mock tests
Who this book is for
This Tableau certification book is for business analysts, BI professionals, and data analysts who want to become certified Tableau Desktop Associates and solve a range of data science and business intelligence problems using this example-packed guide. Some experience in Tableau Desktop is expected to get the most out of this book.
Dmitry Anoshin is an expert in analytics with 10 years of experience. He started using Tableau as a primary BI tool in 2011 as a BI consultant at Teradata. He is certified in both Tableau Desktop and Tableau Server. He leads probably the biggest Tableau user community, with more than 2,000 active users. This community has two to three Tableau talks every month led by top Tableau experts, Tableau Zen Masters, Viz Champions, and more. In addition, Dmitry has previously written three books with Packt and reviewed more than seven books. Finally, he is an active speaker at data conferences and helps people to adopt cloud analytics. Jean-Charles (JC) Gillet is a seasoned business analyst with over 7 years of experience with SQL at both a large-scale multinational company in the United Kingdom and a smaller firm in the United States, and 5 years of Tableau experience. He has been holding Tableau and SQL office hours for multiple years to share his expertise with his colleagues, as well as delivering SQL training. A French national, JC holds a master's degree in executive engineering from Mines ParisTech and is a Tableau Desktop Certified Associate. In his free time, he enjoys spending time with his wife and daughter (to whom he dedicates his work on this book), and playing team handball, having competed in national championships. Fabian Peri's interest in decision analysis started after joining his first fantasy basketball league in 2006. His love for data analysis led him to pursue an MBA in information systems at the University of Tulsa, and then an MS in predictive analytics from Northwestern University. Since graduating, he has primarily worked in risk analysis and management for companies such as Amazon, GE Capital, and Wells Fargo. He is currently focused on using visualization to explore and interpret vast quantities of data. Radhika Biyani is currently working as a recruitment insights analyst with Amazon. Before this, she worked as an analytics consultant with Version 1, where she consulted on several large-scale BI and analytics projects with clients across various industry verticals such as HR, finance, utility, supply chain, and more. She holds a master's degree in business analytics and has many certifications, including Tableau Qualified Associate. She enjoys attending meetups and is an active member of many meetup groups, including Tableau User Group Dublin. Gleb Makarenko began using Tableau in 2018 and quickly fell in love with how intuitive and easy to use the software was. He was able to easily adapt to its interface and create powerful visualizations. That is when he decided to get certified on Tableau software in order to receive proper credentials that he could use on his resume, as well as learn about the intricacies of the software that he wasn't using at the time. With a bit of effort and research, Gleb was able to complete the examination. And he recommends the same to anyone who is serious about working with Tableau.Sie lesen das E-Book in den Legimi-Apps auf:
Seitenzahl: 259
Veröffentlichungsjahr: 2019
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Tableau Desktop Certified Associate: Exam Guide
Copyright © 2019 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
Commissioning Editor:Ravit JainAcquisition Editor:Devika BattikeContent Development Editors:Athikho Sapuni Rishana and Roshan KumarSenior Editor: Sofi RogersTechnical Editor: Dinesh ChaudharyCopy Editor: Safis EditingProject Coordinator:Aishwarya MohanProofreader: Safis EditingIndexer:Priyanka DhadkeProduction Designer: Nilesh Mohite
First published: December 2019
Production reference: 1231219
Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.
ISBN 978-1-83898-413-7
www.packt.com
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Contributors
About the authors
Dmitry Anoshin is an expert in analytics with 10 years of experience. He started using Tableau as a primary BI tool in 2011 as a BI consultant at Teradata. He is certified in both Tableau Desktop and Tableau Server. He leads probably the biggest Tableau user community, with more than 2,000 active users. This community has two to three Tableau talks every month led by top Tableau experts, Tableau Zen Masters, Viz Champions, and more. In addition, Dmitry has previously written three books with Packt and reviewed more than seven books. Finally, he is an active speaker at data conferences and helps people to adopt cloud analytics.
Jean-Charles (JC) Gillet is a seasoned business analyst with over 7 years of experience with SQL at both a large-scale multinational company in the United Kingdom and a smaller firm in the United States, and 5 years of Tableau experience. He has been holding Tableau and SQL office hours for multiple years to share his expertise with his colleagues, as well as delivering SQL training. A French national, JC holds a master's degree in executive engineering from Mines ParisTech and is a Tableau Desktop Certified Associate.
In his free time, he enjoys spending time with his wife and daughter (to whom he dedicates his work on this book), and playing team handball, having competed in national championships.
Fabian Peri's interest in decision analysis started after joining his first fantasy basketball league in 2006. His love for data analysis led him to pursue an MBA in information systems at the University of Tulsa, and then an MS in predictive analytics from Northwestern University. Since graduating, he has primarily worked in risk analysis and management for companies such as Amazon, GE Capital, and Wells Fargo. He is currently focused on using visualization to explore and interpret vast quantities of data.
Radhika Biyani is currently working as a recruitment insights analyst with Amazon. Before this, she worked as an analytics consultant with Version 1, where she consulted on several large-scale BI and analytics projects with clients across various industry verticals such as HR, finance, utility, supply chain, and more. She holds a master's degree in business analytics and has many certifications, including Tableau Qualified Associate. She enjoys attending meetups and is an active member of many meetup groups, including Tableau User Group Dublin.
Gleb Makarenko began using Tableau in 2018 and quickly fell in love with how intuitive and easy to use the software was. He was able to easily adapt to its interface and create powerful visualizations. That is when he decided to get certified on Tableau software in order to receive proper credentials that he could use on his resume, as well as learn about the intricacies of the software that he wasn't using at the time. With a bit of effort and research, Gleb was able to complete the examination. And he recommends the same to anyone who is serious about working with Tableau.
About the reviewers
Shweta Sankhe-Savale is the co-founder of Syvylyze Analytics. Being one of the leading experts on Tableau, Shweta has translated her expertise to successfully rendering analytics and data visualization services and training for numerous clients across a wide range of industry verticals.
Shweta is an empaneled trainer for Tableau Software APAC and conducts private and public Tableau training sessions across Singapore, Malaysia, Hong Kong, Australia, and India. She has successfully trained 2,000+ participants from 150+ companies, making her one of the foremost trainers on Tableau.
Shweta is also a published author with Packt Publishing, with a book titled Tableau Cookbook: Recipes for Data Visualization.
Marleen Meier has worked in the field of data science and BI since 2013. Her experience includes Tableau training, proof of concepts, implementations, project management, user interface designs, and quantitative risk management. In 2018, she was a speaker at the Tableau conference, where she showcased a machine learning project. Marleen uses Tableau, combined with other tools and software, to get the best business value for her stakeholders. She is also very active within the Tableau community and was one of the Dutch Tableau user group leaders before she moved to Chicago.
Marleen is also a published author with Packt Publishing, with a book titled Mastering Tableau 2019.1.
Packt is searching for authors like you
If you're interested in becoming an author for Packt, please visit authors.packtpub.com and apply today. We have worked with thousands of developers and tech professionals, just like you, to help them share their insight with the global tech community. You can make a general application, apply for a specific hot topic that we are recruiting an author for, or submit your own idea.
Table of Contents
Title Page
Copyright and Credits
Tableau Desktop Certified Associate: Exam Guide
About Packt
Why subscribe?
Contributors
About the authors
About the reviewers
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the example code files
Download the color images
Conventions used
Get in touch
Reviews
Section 1: Getting Started with Tableau
Building Your Data Model
Technical requirements
Initial preparation
The Global Superstore dataset
Connecting to your data
Connecting to the Global Superstore dataset
The left pane
The canvas
The data grid
The metadata grid
Building your data model
Preparing your data
Working with data types
Pivoting data
Splitting fields
Filtering data 
Combining data
Joins
The join types
Cross-database joins
Unions
Blends
Summary
Questions
Further reading
Section 2: Answering Questions with Data
Working with Worksheets
Introduction to worksheets
The workbook menu
Toolbar
Exploring the Data and Analytics panes
The Data pane
Data pane fields
Continuous data
Discrete data
Sets 
Parameters
Calculated fields
Hierarchies
Grouping data fields
Replace References
The Analytics pane
Analytics objects
Summarize
Model
Custom
Shelves and cards
Shelves – Columns and Rows
The Show Me chart guide
The Marks card
The Filters shelf
The Pages shelf
Summary
Analyzing Data Using Charts
Technical requirements
Key charts in Tableau
Text tables (cross-tabs)
Highlight tables
Maps (symbol and filled)
Bar charts
Heat maps and treemaps
Circle plots, side by side circles, and scatter plots
Line charts
Histograms
Box and whisker plots (box plots)
Gantt chart
Combination charts
Sorting your data
Creating filters, sets, groups, and hierarchies
Filters
Sets
Groups
Hierarchies
Formatting your visuals
Summary
Visualizing Geographic Data
Technical requirements
Mapping basics
Map navigation
Pan and zoom
Zoom in/out
Zoom area
Pan
Geographic Search
Marks selection
Rectangular Selection
Radial Selection
Lasso Selection
Scaling
Map features – layering and custom territories
Map Layers
Custom territories
Grouping locations
Geocoding using other geographic fields
Modifying locations
Editing locations
Importing and managing custom geocoding
Extending an existing role
Adding new roles
Connecting to spatial data
Using background images to plot spatial data
Creating density maps
Summary
Understanding Simple Calculations in Tableau
Technical requirements
Calculation basics
When to use calculations
Types of calculations
Creating calculations
Functions syntax
Fields syntax
Operator syntax
Order of precedence of operators
Literal expressions syntax
Parameter syntax
Comments syntax
Building arithmetic calculations
Aggregation options
Building string calculations
Functions related to obtaining substrings from a string
Functions related to finding a substring within a string
Functions related to formatting/standardizing a string
Other important string functions
Building date calculations
Obtaining the current date/time
Obtaining parts of a date
Other date calculations
Building logical statements
Case statements
IF statement
IIF
IFNULL and ISNULL
Other functions
Building grand totals and subtotals
Summary
Further reading
Section 3: Advanced Tableau
Tableau Table Calculations
Technical requirements
General table calculations and background
Structure of a view
Defining the scope of a calculation
Creating quick table calculations
Different options for quick calculations
Customizing table calculations
Adapting a % Difference Calculation
Defining a percent difference versus the first cell in the partition
Using a different order
Setting up manual table calculations
Creating functions similar to quick table calculations
Using the Lookup function
Defining Window functions
Practical examples
Moving average
Difference in average profit
Summary
Questions
Further reading
Level of Detail Expressions
Technical requirements
Tableau's order of operations
Surprising results
The order
Explaining the surprising results
FIXED LOD calculations
Order of operations
Example 1 – lifetime sales value
Example 2 – contributions
Example 3 – cohorts
INCLUDE LOD calculations
Order of operations
Example 1 – average customer lifetime value
Example 2 – median of average days to ship by customer
EXCLUDE LOD calculations
Example 1 – contribution to total
Example 2 – difference in average profit
Data source constraints for LOD
Summary
Questions
Further reading
Leveraging Analytics Capabilities
Technical requirements
Basic tools in the Tableau Analytics pane
Using the options
Creating reference lines
Shortcuts in the Analytics bar
Using reference bands
Shortcuts in the Analytics bar
Adding Distribution Bands
Shortcuts in the Analytics bar
Generating box plots
Additional analytical options
Totals
Trend lines
Clusters
The summary card
Using forecasting
A practical example
Summary
Questions
Further reading
Building Your Dashboards
Introduction to dashboards
Effective design practices
Purpose
Good design principles
Limiting the number of sheets used
Being clear and concise
Constructing a cohesive story
Exploring the Dashboard and Layout panes
The Dashboard pane
Sheets
Objects
Tiled versus floating objects
Display settings
Device preview
The dashboard Layout pane
Telling stories
The Story pane
The story Layout pane
Summary
Mock Test A + B (Assessment)
Mock tests A and B
Other Books You May Enjoy
Leave a review - let other readers know what you think
Preface
There is no doubt that data is a key asset for organizations, and it is important to treat data right in order to get the most out of it. Tableau is a best-of-breed technology currently on the market that allows us to work with data, slice it, and do complex data analysis on the fly. However, it requires you to understand the key concepts of data analytics and how to drive Tableau in order to deliver value. Moreover, as we are working in a competitive environment, we should constantly improve our skills and learn new technologies, new features, and new data analysis methods to be on the cutting edge.
The goal of this book is to prepare you for the Tableau Desktop Certified Associated exam. This book is written by people who passed this exam and they will share their experience and resources so that you can also successfully pass the exam.
So, why is it important to obtain a Tableau certification? Well, the certification not only assesses our knowledge of Tableau, but it evaluates our ability to comfortably work with data and communicate with people using powerful visualization techniques. Moreover, it requires an understanding of overall Business Intelligence (BI) solutions and their role in an organization.
The idea behind Tableau is to democratize access to data. In other words, business users will use Tableau's functionalities to slice and dice data; connect various systems, databases, and files; visualize data; build dashboards; and explore data.
As a professional Tableau developer, you should know how to connect data, explore it, and slice and dice it. Often, you will have to build a dashboard or tell a story with data. It is good to know the best practices for data visualization in order to make your work effective. In some cases, you should calculate new metrics and leverage Tableau with table calculations or level of detail calculations. Sometimes, parameters can help you to filter data and add self-service functionality. Finally, you should have some knowledge of statistics and know how to use built-in functionalities for forecasting, trend lines, and clustering. You should know about Tableau Server and how to share and publish your work. This book will help you to cover all of these areas and not only prepare for the exam, but also help you to improve your overall skills in analytics.
This book will help you to prepare for the Desktop Specialist and Desktop Certified Associate certifications. In addition, it will provide you with the foundational knowledge for Desktop Professional. Based on my experience, Desktop Specialist isn't anywhere near as valuable as Desktop Associate.
Before diving into the Tableau lessons, let's review the success stories of the authors and learn more about their Tableau journeys in their own words.
Dmitry Anoshin, Tableau Desktop and Server Qualified Certified:
Gleb Makarenko, Tableau Desktop Qualified Associate Certified:
JC Gillet, Tableau Desktop Qualified Associate Certified:
Fabian Peri, Tableau Desktop Qualified Associate Certified:
Radhika Biyani, Tableau Desktop Qualified Associate Certified:
Now that we have covered what the certification is in general and have learned why it is important to prepare for and pass the Tableau exam, it's time to learn about the key topics of Tableau that will help you to successfully prepare for the Tableau Desktop Certified Associate exam and pass it with a score of more than 75 percent in less than 2 hours. Good luck!
Who this book is for
This book is for business analysts, BI professionals, and data analysts who want to get certified as a Tableau Desktop Associate and solve a range of data science and BI problems using this example-rich guide. Each chapter is packed with self-assessment questions so that you can become well versed with Tableau Desktop's offerings. Some prior experience of Tableau Desktop is expected.
What this book covers
Chapter 1, Building Your Data Model, will help to understand how to connect to your data and use Tableau's data modeling capabilities.
Chapter 2, Working with Worksheets, will show you how to use the data that you have prepared to begin building your visualizations in order to share insights. This chapter will demonstrate how to use Tableau's worksheets to conduct your analysis.
Chapter 3, Analyzing Data Using Charts, teaches you about the various chart types that are available in Tableau. The chapter will also discuss how formatting can help create more effective visualizations.
Chapter 4, Visualizing Geographic Data, dives deeper into map visuals and will enable you to understand more about the mapping capabilities in Tableau. This chapter will explain how to create, navigate, and customize maps.
Chapter 5, Understanding Simple Calculations in Tableau, helps you to create simple calculations that can be leveraged across the various visuals that we have read about in the previous chapters.
Chapter 6, Tableau Table Calculations, looks at more advanced table calculations, where the results of the calculations observed in this chapter will be used for building further calculations.
Chapter 7, Level of Detail Expressions, covers the three types of level of detail expressions available in Tableau and explains how they can be used to aggregate data at a level that is either more granular or less granular than the specified dimensions.
Chapter 8, Leveraging Analytics Capabilities, covers some of Tableau's analytics tools, enabling you to create reference lines or bands, cluster data in similar buckets, identify trends, and forecast what your data will look like in the future.
Chapter 9, Building Your Dashboards, will walk you through features and best practices that will help you to build actionable and informative dashboards.
To get the most out of this book
Readers without any prior knowledge of Tableau can get the most out of this book.
Download the example code files
You can download the example code files for this book from your account at www.packt.com. If you purchased this book elsewhere, you can visit www.packtpub.com/support and register to have the files emailed directly to you.
You can download the code files by following these steps:
Log in or register at
www.packt.com
.
Select the
Support
tab.
Click on
Code Downloads
.
Enter the name of the book in the
Search
box and follow the onscreen instructions.
Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:
WinRAR/7-Zip for Windows
Zipeg/iZip/UnRarX for Mac
7-Zip/PeaZip for Linux
The code bundle for the book is also hosted on GitHub at https://github.com/PacktPublishing/Tableau-Desktop-Certified-Associate-Exam-Guide. In case there's an update to the code, it will be updated on the existing GitHub repository.
We also have other code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!
Download the color images
We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: http://www.packtpub.com/sites/default/files/downloads/9781838984137_ColorImages.pdf.
Conventions used
There are a number of text conventions used throughout this book.
CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "Mount the downloaded WebStorm-10*.dmg disk image file as another disk in your system."
Bold: Indicates a new term, an important word, or words that you see on screen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "Select System info from the Administration panel."
Get in touch
Feedback from our readers is always welcome.
General feedback: If you have questions about any aspect of this book, mention the book title in the subject of your message and email us at [email protected].
Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packtpub.com/support/errata, selecting your book, clicking on the Errata Submission Form link, and entering the details.
Piracy: If you come across any illegal copies of our works in any form on the internet, we would be grateful if you would provide us with the location address or website name. Please contact us at [email protected] with a link to the material.
If you are interested in becoming an author: If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, please visit authors.packtpub.com.
Reviews
Please leave a review. Once you have read and used this book, why not leave a review on the site that you purchased it from? Potential readers can then see and use your unbiased opinion to make purchase decisions, we at Packt can understand what you think about our products, and our authors can see your feedback on their book. Thank you!
For more information about Packt, please visit packt.com.
Section 1: Getting Started with Tableau
In this section, you will learn about the concepts of Tableau and how to install Tableau Desktop.
This section comprises the following chapter:
Chapter 1, Building Your Data Model
Building Your Data Model
Data analysis and visualization go hand in hand.Tableau allows users to perform in-depth data analysis and share results via interactive visualizations.Tableau includesnumerousdata modeling capabilities that allow users to make sense of data and toobtainmeaningful insights, without having to deal with advanced database concepts. Data modeling is an important concept, and the more data you are working with, the more important it is.
As the amount of information we work with grows, we need to be able to efficiently perform analysis. Data modeling allows us to not only prepare for our analysis but to also make it as efficient as possible. At the end of the day, we use data to help us make better decisions. Spending time learning how we can model the data will help us identify what questions we can answer, and how to answer them. Regardless of the size of the data you are working with, Tableau will help you glean insights with ease.
This chapter will explain how to connect to your data anduse Tableau's data modeling capabilities to begin your analysis.
The following topics will be covered in this chapter:
Initial preparation
Connecting to your data
Building your data model
Preparing your data
Technical requirements
This chapter uses the Global Superstore dataset, which can be found at https://www.tableau.com/sites/default/files/getting_started_data_sets.zip.
Once extracted, you will see two files:
Global Superstore Orders 2016Global Superstore Returns 2016Initial preparation
Before connecting to your data, you need to do a few things. First, you must look for data that will answer your questions.Once you have validated that it exists, where it is stored and how toacquireaccess/permissions (if necessary). In most cases, you will be connectingdirectlyto a database using a username and password.However,you can also connect to files such as Excel workbooks on your local machine. You can even use a combination of both if needs be.
The Global Superstore dataset
The Global Superstore dataset is data from a fictional global retail chain that sells office supplies. In the real world, you will most likely be connecting to databases; however, working with Excel files is similar – sheets in Excel are treated similarly to tables in a database. The data in these workbooks is similar to what you would see in a database.
The Global Superstore dataset consists of one Excel workbook and one Excel CSV file:
Global Superstore Orders 2016
(
.xlsx
) Sheet 1:
Orders
Sheet 2:
People
Global Superstore Returns 2016
(
.csv
) Sheet 1:
Global Superstore Returns 2016
TheOrders sheet contains sales data where each record (Row ID) represents a single transaction:
ThePeople sheet contains a mapping of persons to region:
TheGlobal Superstore Returns 2016sheet contains order IDs for returned orders by region:
We have found the data we need for our analysis, we know where it's located, and have access to use it. Now we will move on to connecting to the data source with Tableau.
Connecting to your data
Before diving into your data, you have to connect to it. Tableau allows you to connect tonumerousdata sources. You can connect to files on your local machine, to databases on servers, or other database sources.Tableau allows users to connect to numerous data sources – for a full list, visit Tableau's website to view a comprehensive and up-to-date list. The types of data sources you can connect withare listedin the Connect pane of the start page. Files that you have recently connected to will appear on this page as well.
Depending on which version of Tableau Desktop you are using, you will have access to different built-in connectors
