Recently I passed the Tableau Certified Data Analyst exam. Below are some tips for those who are preparing for the exam.

 

I will discuss these tips in three parts:

  1. A general impression of the exam
  2. Topics/Areas require attention
  3. Preparation materials

 

 

A general impression of the exam

The Tableau Certified Data Analyst Exam, released early this year, was designed to replace its predecessor (the Certified Associate Desktop Exam). You can tell by the name difference that the NEW Data Analyst exam not only tests candidates’ knowledge on Tableau Desktop but also on Tableau Prep and Tableau Server. A very experienced Tableau user could fail the exam, not because of their Tableau knowledge but simply because they are unfamiliar with the exam format or have never used Tableau Prep and Sever.

 

You will encounter some pedantic (but useful) questions such as:

  1. How to undo/remove the ‘Ignore Actions’ action on a dashboard
  2. Where to click (on the Server page) to set up the permission for a server user who is just a visitor

For those who have not used some of these functions before, this exam can be challenging. But on the flip side, you can learn so much from this exam. There are always some functionalities Tableau designed for its users, but no one really uses them.

 

I will suggest using Tableau Help, the official documentation of the software, to prepare for the exam.

 

 

Topics/Areas require attention

 

As you can see from the table above, you should devote some time to Domain 2: Explore and Analyze Data if you are unfamiliar with Tableau Calculated Fields and functions.

 

For example, you need to be familiar with (but not limited to) the below functions:

  • DATENAME
  • DATEDIFF
  • CONTAINS
  • ZN
  • IFNULL
  • FIXED LODs

 

For Domain 3: Create Content, I suggest you open a new Tableau Workbook and click on ‘show me’, then go through these charts one by one (learn how to draw them without using the ‘show me’ function).

 

 

Preparation materials

There are very few materials available online for the preparation for this exam. Some useful links are:

 

 

Also, it’s a good idea to read some recent blogs on the exam. More articles can be found on the Data School blog page.

 

 

Good luck!

 

 

 

 

Luke Yin
Author: Luke Yin

Before joining the Data School, Luke was a PhD researcher studying urban history of global cities at the University of Melbourne. Previously, Luke worked as an internal accountant for a Melbourne local winery. When conducting urban research, Luke discovered his passion for data visualisation and analysis through a number of university-based digital projects. Later, this became the reason for him to join the Data School. Luke wants to combine his expertise in research and business with data analysis to help solve real-world problems.