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Salesforce Analytics-DA-201 Exam Syllabus

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Before starting your Analytics-DA-201 exam preparation, it is recommended to review the complete Salesforce Certified Tableau Data Analyst exam syllabus and carefully go through the exam objectives listed below. Once you understand the exam structure and objectives, you should practice using our free Analytics-DA-201 questions. We also provide premium Analytics-DA-201 practice test, fully updated according to the latest exam objectives, to help you accurately assess your preparedness for the actual exam.

Salesforce Analytics-DA-201 Exam Objectives

Section Weight Objectives
Connect To and Transform Data 24% 1.1 Connect to data sources
  • 1.1.1. Identify data source
  • 1.1.2. Determine live connection vs. extract
  • 1.1.3. Connect to extracts
  • 1.1.4. Connect to files
  • 1.1.5. Connect to relational databases
  • 1.1.6. Connect to published data sources from a Tableau Server or Tableau Cloud site
  • 1.1.7. Replace the connected data source with another data source for an existing chart or sheet
1.2. Prepare data for analysis
  • 1.2.1. Assess data quality (completeness, consistency, accuracy)
  • 1.2.2. Perform cleaning operations
  • 1.2.3. Organize data fields into folders
  • 1.2.4. Use multiple data sources (establish relationships, create joins, union tables)
  • 1.2.5. Prepare data by using Data Interpreter, pivot, and split
  • 1.2.6. Create extract and data source filters
1.3. Perform data transformation in Tableau Prep
  • 1.3.1. Choose which data transformation to perform based on a business scenario
  • 1.3.2. Combine data by using unions
  • 1.3.3. Combine data by using joins
  • 1.3.4. Shape data by using aggregations
  • 1.3.5. Perform filtering
  • 1.3.6. Shape data by using pivots
  • 1.3.7. Determine which output type to use
1.4. Customize fields
  • 1.4.1. Change default field properties (types, sorting, etc.)
  • 1.4.2. Rename columns
  • 1.4.3. Choose when to convert between discrete and continuous
  • 1.4.4. Choose when to convert between dimension and measure
  • 1.4.5. Create aliases
Explore and Analyze Data 41% 2.1. Create calculated fields
  • 2.1.1. Write date calculations
  • 2.1.2. Write string functions
  • 2.1.3. Write logical and Boolean expressions
  • 2.1.4. Write number functions
  • 2.1.5. Write type conversion functions
  • 2.1.6. Write aggregate functions
  • 2.1.7. Write basic spatial calculations
2.2. Create table calculations
  • 2.2.1. Moving average and window average
  • 2.2.2. Percent of total
  • 2.2.3. Running total
  • 2.2.4. Difference and percent of difference
  • 2.2.5. Percentile
  • 2.2.6. Index
  • 2.2.7. Ranking
  • 2.2.8. Apply quick table calculations
  • 2.2.9. Customize table calculations
2.3. Create and use filters
  • 2.3.1. Apply filters to dimensions and measures
  • 2.3.2. Configure filter settings including Top N, Bottom N, include, exclude, wildcard, and conditional
  • 2.3.3. Add filters to context
  • 2.3.4. Apply filters to multiple sheets and data sources
2.4. Create parameters to enable interactivity
  • 2.4.1. In calculations
  • 2.4.2. With filters
  • 2.4.3. With reference lines
  • 2.4.4. Set parameters to dynamically refresh
2.5. Structure the data
  • 2.5.1. Sets
  • 2.5.2. Bins
  • 2.5.3. Hierarchies
  • 2.5.4. Groups
2.6. Map data geographically
  • 2.6.1. Create symbol maps
  • 2.6.2. Create density maps
  • 2.6.3. Create choropleth maps (filled maps)
  • 2.6.4. Create mark layers
2.7. Summarize, model, and customize data by using the Analytics pane
  • 2.7.1. Totals and subtotals
  • 2.7.2. Reference lines
  • 2.7.3. Reference bands
  • 2.7.4. Average lines
  • 2.7.5. Trend lines
  • 2.7.6. Distribution bands
  • 2.7.7. Forecast by using default settings
  • 2.7.8. Customize a data forecasting model
2.8. Create Level of Detail (LOD) calculations
  • 2.8.1. Write FIXED LOD calculations
  • 2.8.2. Write INCLUDE LOD calculations
  • 2.8.3. Write EXCLUDE LOD calculations
  • 2.8.4. Write nested LOD calculations
Create Content 26% 3.1. Create charts
  • 3.1.1. Create basic charts from scratch (bar, line, pie, highlight table, scatter plot, histogram, tree map, bubbles, data tables, Gantt, box plots, area, dual axis, combo)
  • 3.1.2. Sort data (including custom sort)
3.2. Create dashboards and stories
  • 3.2.1. Combine sheets into a dashboard by using containers and layout options
  • 3.2.2. Add objects (containers, images, text)
  • 3.2.3. Create stories using story points
3.3. Add interactivity to dashboards
  • 3.3.1. Use filter in a dashboard
  • 3.3.2. Add filter, URL, and highlight actions
  • 3.3.3. Create interactivity using dynamic zone visibility
  • 3.3.4. Add navigation buttons
  • 3.3.5. Create interactivity using set and parameter actions
  • 3.3.6 Create show/hide buttons for dashboard objects
3.4. Format workbooks, worksheets, and dashboards
  • 3.4.1. Apply color, font, shapes, styling
  • 3.4.2. Add custom shapes and color palettes
  • 3.4.3. Add annotations
  • 3.4.4. Customize tooltips
  • 3.4.5. Apply padding
  • 3.4.6. Format gridlines, row-level and column-level bands, and shading
  • 3.4.7. Create a responsive design for specific device layouts
Publish and Manage Content on Tableau Server and Tableau Cloud 9% 4.1. Publish Content
  • 4.1.1. Publish a workbook
  • 4.1.2. Publish a data source from Desktop or Prep
  • 4.1.3. Export content
  • 4.1.4. Publish a flow
4.2. Schedule data updates
  • 4.2.1. Schedule data extract refreshes
4.3. Manage published workbooks
  • 4.3.1. Create alerts
  • 4.3.2. Create subscriptions
  • 4.3.3. Create and save custom views
  • 4.3.4. Understand user roles and permissions
  • 4.3.5. Customize and distribute a published workbook
Official Information https://trailheadacademy.salesforce.com/certificate/exam-tableau-data-analyst---Analytics-DA-201