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Salesforce Certified Tableau Data Analyst
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Since Tableau became a part of Salesforce, the Tableau Certified Data Analyst (TDA-C01) exam is now known as the Salesforce Certified Tableau Data Analyst. As a widely recognized certification among professionals and students, the Salesforce Certified Tableau Data Analyst is for individuals who enable stakeholders to make business decisions by:
•Understanding the business problem
•Identifying data to analyze
•Delivering actionable insights
•Audience: Employees, partners, customers, and freelancers who use Tableau Desktop, Tableau Prep, and Tableau Server/Cloud.
•Validation: It proves your core Tableau knowledge and skills for real-world business decision support.
•Role: Data Analyst
•Level: Intermediate
•Content: 60 multiple-choice/multiple-select questions + 5 additional non-scored questions
•Duration: 105 minutes
•Passing score: 65%
•Languages: English, Japanese
The Salesforce Certified Tableau Data Analyst exam is designed to test your ability to prepare, analyze, and present data using Tableau. The objectives are grouped into four domains, each with its percentage weight:
This section focuses on getting data into Tableau and preparing it for analysis.
Key skills:
•Identify and connect to data sources (files, databases, extracts vs. live connections).
•Perform data prep: cleaning, organizing fields, creating joins, unions, and relationships.
•Use Tableau Prep for data transformation.
•Apply filters and shape data with pivots and aggregations.
•Customize fields (rename, create aliases, change data types, convert discrete vs. continuous).
This is the largest section of the exam and tests your core analysis skills in Tableau.
Key skills:
•Create calculated fields (dates, numbers, logical/Boolean, aggregates, spatial).
•Build table calculations (running totals, percent of total, moving averages, ranking, indexing).
•Use filters (Top N, wildcards, context filters, multiple sheets).
•Create parameters for interactivity (calculations, reference lines, dynamic refresh).
•Structure data (sets, bins, hierarchies, groups).
•Map data geographically (symbol, density, choropleth maps).
•Use the Analytics pane (totals, reference lines, trend lines, forecasting).
•Write Level of Detail (LOD) calculations (FIXED, INCLUDE, EXCLUDE, nested).
In this section, you’ll be tested on how well you can build dashboards and visualizations.
Key skills:
•Create different charts (bar, line, scatter, pie, histogram, tree map, Gantt, bubble, etc.).
•Build dashboards and stories using containers, layout, and multiple sheets.
•Add interactivity (filters, actions, navigation, show/hide buttons).
•Format workbooks (colors, fonts, annotations, tooltips, gridlines, layout for devices).
This section covers sharing and managing dashboards.
Key skills:
•Publish workbooks and data sources (from Desktop or Prep).
•Export content.
•Schedule extract refreshes.
•Manage published workbooks (create alerts, subscriptions, custom views, permissions).
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