
Explore the Tableau Desktop Specialist exam guide to understand format, timing, and scoring, and learn strategies for efficient tackling of multiple choice, multiple response, and hands-on questions.
Examine the data source with geo data for sales by state and color filters, explore time series by week, and perform margin analysis using cost-to-price ratios across linked item data.
Encourage students to share a Udemy review after completing the Tableau desktop specialist certification guide, and invite early feedback via direct message or Q&A to improve before posting.
Learn to connect to data sources and prepare data effectively, saving time later. Explore the basics of database management and compare unions, joins, and data blends, including their differences.
Connect to data in Tableau by choosing Excel, Google Sheets, or Web data connectors; use data interpreter to clean inputs and create unions or joins across tabs.
connect three data tabs, blend data, rename category to assortment, alias colors to fire red, sky blue, pure white, and set margin aggregation to average.
Explore how Tableau transforms massive data sets into actionable visuals by building basic visualizations, customizing and formatting them, and applying visual analytics best practices to tell a compelling data narrative.
Create and customize a scatter plot to analyze in-stock percentage and weekly sales variance, using average calculations, axis edits, color by classification, and size by sales.
Explore the difference between combined and dual axis charts in Tableau and learn when to use each. See how to create a combined axis and when to apply dual axis.
Learn to answer business questions in Tableau with cross tables and highlight tables, showing sales by assortment and classification.
Learn to create effective data visualizations by sorting bar charts in Tableau, using the sort symbol or drop-down options, and applying manual sorts to prioritize hardware, electronics, and phones.
Explore how to visualize distributions with histograms in Tableau, using in-stock percentage data to identify how often stock levels fall into specific bins.
Group handmade and vintage categories, create sales visualizations by month, and build a highlight table for hour of day and day of week, plus a margin by assortment bar chart.
learn how to create an interactive story in Tableau by building a two-point storyboard that combines a sales dashboard and in stock visualization, enabling real-time data exploration and client conversations.
Learn how to save workbooks in Tableau Desktop with twb and twbx formats, and understand Tableau Public limits on connections and exporting to pdf.
Explore a case study that connects data sources, builds visualizations, and formats a dashboard into a storyboard with profitability and sales timing insights to guide strategy.
Explore the differences between continuous and discrete measures, and between dimensions and measures, and learn to analyze and share data quickly with Tableau’s interface to improve timeliness.
Explore discrete versus continuous fields in Tableau's time series, using year, month, and day; see blue and green pills differentiate discrete from continuous data in sales trend analysis.
Learn how aggregation in Tableau combines data points into sum, average, or count distinct, using in-stock percentage as an example; explore how dimensions like assortment bucket and refine the aggregation.
Improve timeliness in Tableau analysis by using filters and quick table calculations to quickly identify key metrics, drill down on data, and perform ad hoc reports for recurring metrics.
Gauge readiness with the practice exam data sources, review uncertain sections, and explore bonus material on growing your analytics career as a tableau developer.
Sean Miller shares practical tips for landing Tableau roles, building a Tableau Public portfolio, and leveraging Makeover Monday and Workout Wednesday to master data storytelling and dashboards.
Are you planning on taking the Desktop Specialist Certification Exam soon?
In this course we will work through all the concepts covered in the Desktop Specialist Certification Exam plus we will apply these concepts to a case study. By the end of the course you will be taught each concept and also tested as there are quizzes after each section and a practice test modeled after the real exam. Applying the concepts in a case study will really hammer home the concepts… It’s much easier to remember something you’ve done than something you’ve just passively watched someone else do!
Use Tableau to Analyze and Visualize Sales Data To Develop Actionable Insights
Visualizing current and historical sales data can result in huge insights that aren’t
readily apparent in the day to day grind. The right visualizations help quickly identify trends and
outliers (positive or negative), which help to adjust course for more profitable sales & marketing
as well as a more efficient and informed supply chain.
Contents and Overview
Throughout this course we will work through a sample consulting engagement where the client wants us to conduct a data discovery on their sales data. They need help planning for the upcoming year both in their marketing department and also their supply chain. We will use their raw sales data to come up with insights for both teams.
This project will focus our approach to Tableau forcing us to learn the basics while solving a real world business problem. My hope is that you’ll feel like you’re learning a new problem solving tool not just a series of functions in a software interface. The course structure is modeled after the Tableau Certification Exam Guide and broken down into the following sections:
Introduction
Connecting To & Preparing Data
Exploring & Analyzing Data
Understanding Tableau Concepts
Conclusion