Salesforce Tableau Data Analyst

Real questions span several tables. You combine them with relationships, joins and unions, blend across sources when needed, and learn to spot results that are duplicated or silently lost.

• Relationships and the logical layer
• Joins and join types
• Unions for stacked tables
• Data blending across sources
• Spotting duplicated or missing rows
• Choosing the right way to combine

You build A combined data source from three tables, with a check that row counts are right.

Messy data wastes time later. You build flows in Tableau Prep to clean, pivot, aggregate and combine data, preview each step, and output a source ready for analysis.

• Building a flow and reading its steps
• Cleaning values and fixing data types
• Pivoting columns to rows and back
• Joining, unioning and aggregating in a flow
• Outputting to a file or a published source
• Scheduling and rerunning a flow

You build A Prep flow that turns a messy spreadsheet into a clean analysis source.

Fields are not always shaped for the question. You rename, set types and defaults, build groups, bins and hierarchies, and create aliases so that people reading a view see values that make sense.

• Data types and default properties
• Renaming and aliasing values
• Groups and bins
• Hierarchies for drill-down
• Splitting and combining fields
• Organizing the data pane

You build A data source with groups, bins and a hierarchy that suit a sales analysis.

A view starts with the right fields in the right places. You use the marks card, Show Me and the shelves to build bar, line, scatter and other views, add trend lines and reference lines, and sort and aggregate with intention.

• Dimensions and measures, discrete and continuous
• Shelves and the marks card
• Bar, line, scatter and highlight views
• Sorting, aggregating and drilling down
• Trend lines and reference lines
• Dual-axis and combined charts

You build A workbook of six views, each answering a different question from one source.

Calculations answer questions the raw data cannot. You write row-level and aggregate calculations with logic, string, date and number functions, and use table calculations for running totals, ranks and moving averages.

• Row-level and aggregate calculations
• Logical, string and date functions
• Quick table calculations
• Addressing and partitioning
• Percent of total and ranks
• Debugging a calculation

You build A set of calculated fields and table calculations for sales growth and ranking.

Some questions need a different grain from the view. You write FIXED, INCLUDE and EXCLUDE expressions to compute at another level, and learn how they interact with filters and aggregation.

• Why the view’s grain is not always the answer
• FIXED expressions
• INCLUDE and EXCLUDE expressions
• LOD expressions with filters
• Common patterns: cohorts, first purchase, share of total
• Troubleshooting unexpected results

You build A view that compares each customer to the average using level-of-detail expressions.

Filtering decides what an analysis sees, and the order matters. You use filter types, parameters and sets to let readers shape a view, and learn the order in which Tableau applies them so results make sense.

• Dimension, measure and date filters
• Context filters and the order of operations
• Parameters that change a view
• Sets and combined sets
• Dynamic sets and top N analysis
• Filters that do not behave as expected

You build A view that readers can reshape with parameters, sets and ordered filters.

Place matters in many questions. You build symbol and filled maps, fix unrecognized locations, add layers, and use trend lines and forecasts with care so that readers do not overread them.

• Geographic roles and unrecognized locations
• Symbol and filled maps
• Map layers and background styles
• Dual-axis maps
• Forecasting and its limits
• Reading a spatial view honestly

You build A map-based view of regional performance with a labelled forecast.

A dashboard combines views for one purpose. You place views in containers, add filter and highlight actions, set layouts for different devices, and keep the dashboard fast enough to use.

• Layout containers and sizing
• Filter and highlight actions
• URL, parameter and set actions
• Device-specific layouts
• Navigation between dashboards
• Performance checks

You build A dashboard with linked views, actions and a phone layout.

Format decides whether people read a view. You build stories that walk readers through a finding, format fonts, colors and tooltips, and add annotations that point to what matters.

• Building a story and its points
• Formatting text, fonts and borders
• Color for meaning
• Tooltips and annotations
• Reviewing a view against its message

You build A short story that leads a reader from question to conclusion.

Work is useful when others can open it. You publish to Tableau Server or Cloud, schedule extract refreshes, set alerts and subscriptions, and manage permissions so the right people see the right content.

• Publishing workbooks and data sources
• Scheduling extract refreshes
• Data-driven alerts
• Subscriptions for regular delivery
• Permissions on workbooks and projects
• Monitoring failed refreshes

You build A published workbook with a refresh schedule, a subscription and set permissions.

Complete one analysis on your own. You connect, prepare and combine data, build the views and calculations, assemble the dashboard and publish it with a refresh schedule, then check it against the question.

• Defining the question and the data
• Preparing and combining data
• Building views, calculations and dashboard
• Publishing and scheduling
• Reviewing the finished analysis

You build A complete published analysis, from connection to dashboard, for one business question.