Why Study with PlanetCert?
The Latest Questions
Practice questions and exam topics aligned with the current exam objectives.
Detailed Explanations
Go beyond the answer. Master the material with comprehensive learning and professional explanations for every concept.
AI-Powered Insights
Personalized preparation guidance that adapts to your performance and identifies weak spots automatically.
Exam Information
Official specifications published by Salesforce
Exam Format
105 min
65
65%
Intermediate
Registration
$200 USD
Pearson VUE or online proctoring
Validity
Annual maintenance required
Complete Tableau certification maintenance module on Trailhead once per year
ANALYTICS-DA-201 Exam Topics and Domains
ANALYTICS-DA-201 is organized into 4 weighted domains. Expect to work with Tableau Desktop, Tableau Cloud, Tableau Server, Tableau Prep Builder, and more.
1
Connect to and Transform Data
24%
Connect to Data Sources
Identify data sourceDetermine live connection vs. extractConnect to extractsConnect to filesConnect to relational databasesConnect to published data sources from a Tableau Server or Tableau Cloud siteReplace the connected data source with another data source for an existing chart or sheet
- Identify the appropriate data source for a given scenario
- Determine when to use live connections vs extracts based on business requirements
- Connect to various data source types including files, databases, and published data sources
- Replace a data source while maintaining existing visualizations
Prepare Data for Analysis
Assess data quality (completeness, consistency, accuracy)Perform cleaning operationsOrganize data fields into foldersUse multiple data sources (establish relationships, create joins, union tables)Prepare data by using Data Interpreter, pivot, and splitCreate extract and data source filters
- Assess data quality for completeness, consistency, and accuracy
- Perform appropriate cleaning operations to prepare data
- Organize fields into folders for efficient navigation
- Combine multiple data sources using relationships, joins, and unions
- Apply Data Interpreter, pivot, and split operations as needed
- Configure extract and data source filters for performance and governance
Perform Data Transformation in Tableau Prep
Choose which data transformation to perform based on a business scenarioCombine data by using unionsCombine data by using joinsShape data by using aggregationsPerform filteringShape data by using pivotsDetermine which output type to use
- Select appropriate data transformations in Tableau Prep based on business scenarios
- Combine data using unions and joins in Prep flows
- Shape data using aggregations and pivots
- Apply filtering at the correct stage of a Prep flow
- Choose the right output type and configuration for Prep flow results
Customize Fields
Change default field properties (types, sorting, etc.)Rename columnsChoose when to convert between discrete and continuousChoose when to convert between dimension and measureCreate aliases
- Modify default field properties to suit analytical needs
- Rename fields appropriately and understand impact on calculations
- Convert between discrete and continuous based on visualization requirements
- Convert between dimensions and measures for correct analytical behavior
- Create aliases to improve data readability without changing underlying values
2
Explore and Analyze Data
41%
Create Calculated Fields
Write date calculationsWrite string functionsWrite logical and Boolean expressionsWrite number functionsWrite type conversion functionsWrite aggregate functionsWrite basic spatial calculations
- Write date calculations using DATEADD, DATEDIFF, DATETRUNC, DATENAME, and DATEPART
- Create string manipulations using functions like MID, LEFT, RIGHT, CONTAINS, and FIND
- Build logical expressions using IF/THEN/ELSE and CASE statements
- Apply number functions for mathematical operations
- Perform type conversions between data types
- Write aggregate functions and understand aggregate vs row-level distinction
- Create basic spatial calculations for geographic analysis
Create Table Calculations
Moving average and window averagePercent of totalRunning totalDifference and percent of differencePercentileIndexRankingApply quick table calculationsCustomize table calculations (scope/addressing via Compute Using)
- Create window calculations for moving and rolling averages
- Calculate percent of total using TOTAL() or quick table calculations
- Build running total calculations across different scopes
- Compute difference and percent difference for period comparisons
- Apply ranking functions and understand different RANK types
- Use quick table calculations effectively
- Customize table calculation scope through Compute Using settings
Create and Use Filters
Apply filters to dimensions and measuresConfigure filter settings including Top N, Bottom N, include, exclude, wildcard, and conditionalAdd filters to contextApply filters to multiple sheets and data sources
- Apply appropriate filter types for dimensions and measures
- Configure advanced filter settings including Top N, wildcards, and conditions
- Understand and use context filters for correct filtering behavior
- Apply filters across multiple sheets and data sources
Create Parameters to Enable Interactivity
Parameters in calculationsParameters with filtersParameters with reference linesSet parameters to dynamically refresh
- Create parameters and use them in calculated fields for dynamic analysis
- Build parameter-driven filters for user interactivity
- Add dynamic reference lines using parameters
- Configure parameters to refresh dynamically when workbooks open
Structure the Data
SetsBinsHierarchiesGroups
- Create and use sets (fixed, dynamic, combined) for segmentation
- Build bins and histograms for distribution analysis
- Create custom hierarchies for drill-down navigation
- Group dimension members for simplified analysis
Map Data Geographically
Create symbol mapsCreate density mapsCreate choropleth maps (filled maps)Create mark layers (multiple map layers)
- Create symbol maps for point-based geographic analysis
- Build density maps to visualize geographic concentration patterns
- Use choropleth (filled) maps for regional comparisons
- Add multiple mark layers to maps for complex geographic visualizations
Summarize, Model, and Customize Data by Using the Analytics Pane
Totals and subtotalsReference linesReference bandsAverage linesTrend linesDistribution bandsForecast by using default settingsCustomize a data forecasting model
- Add totals and subtotals to summarize data in views
- Create reference lines and reference bands for context
- Add average lines for quick comparison
- Apply trend lines and interpret statistical measures
- Configure distribution bands for statistical analysis
- Create and customize data forecasts
Create Level of Detail (LOD) Calculations
Write FIXED LOD calculationsWrite INCLUDE LOD calculationsWrite EXCLUDE LOD calculationsWrite nested LOD calculations
- Write FIXED LOD calculations for aggregation independent of the view
- Create INCLUDE LOD calculations to add finer granularity
- Build EXCLUDE LOD calculations to remove view-level detail
- Construct nested LOD expressions for complex multi-level analysis
- Understand how LOD expressions interact with the Tableau order of operations
3
Create Content
26%
Create Charts
Create basic charts from scratchSort data (including custom sort)
- Build all standard chart types from scratch using appropriate dimensions and measures
- Configure dual axis and combination charts
- Apply sorting including custom sort orders
Create Dashboards and Stories
Combine sheets into a dashboard by using containers and layout optionsAdd objects (containers, images, text)Create stories using story points
- Build dashboards using containers, tiled, and floating layouts
- Add non-sheet objects to enhance dashboard usability
- Create data stories using story points for narrative analysis
Add Interactivity to Dashboards
Use filter in a dashboardAdd filter, URL, and highlight actionsCreate interactivity using dynamic zone visibilityAdd navigation buttonsCreate interactivity using set and parameter actionsCreate show/hide buttons for dashboard objects
- Add interactive filters to dashboards
- Configure filter, URL, and highlight actions between sheets
- Implement dynamic zone visibility for conditional content display
- Add navigation buttons for multi-dashboard navigation
- Use set and parameter actions for advanced interactivity
- Create show/hide buttons for dashboard element toggling
Format Workbooks, Worksheets, and Dashboards
Apply color, font, shapes, stylingAdd custom shapes and color palettes (including custom color codes)Add annotationsCustomize tooltips (including Viz in Tooltip)Apply paddingFormat gridlines, row-level and column-level bands, and shadingCreate a responsive design for specific device layouts
- Apply consistent formatting across workbooks and dashboards
- Add custom shapes and color palettes for branded visualizations
- Use annotations to highlight key data points
- Customize tooltips including Viz in Tooltip for enhanced details
- Configure padding and spacing for clean dashboard layouts
- Format gridlines and banding for readability
- Create responsive designs for multiple device types
4
Publish and Manage Content on Tableau Server and Tableau Cloud
9%
Publish Content
Publish a workbookPublish a data source from Desktop or PrepExport contentPublish a flow
- Publish workbooks with appropriate settings and permissions
- Publish data sources from Desktop or Prep for organizational reuse
- Export content in various formats
- Publish and schedule Prep flows
Schedule Data Updates
Schedule data extract refreshes
Schedule and configure extract refresh tasks for data freshness
Manage Published Workbooks
Create alertsCreate subscriptionsCreate and save custom viewsUnderstand user roles and permissionsCustomize and distribute a published workbook
- Create data-driven alerts for proactive monitoring
- Set up subscriptions for automated content delivery
- Create and manage custom views for personalized analysis
- Understand user roles, permissions, and their impact on content access
- Customize and distribute published workbooks effectively
How do I earn this certification?
Passing ANALYTICS-DA-201 earns the Salesforce Certified Tableau Data Analyst certification. It sits in the Tableau / Data Analytics track.
Next Level Options
Alternative Paths
- Tableau Server Certified AssociateFor those more interested in Tableau Server/Cloud administration rather than analysis
- CRM Analytics and Einstein Discovery ConsultantFor those working primarily within the Salesforce platform using CRM Analytics (formerly Tableau CRM/Einstein Analytics)
Practice with Precision
The PlanetCert Simulator mirrors the real exam environment with authentic questions and timed pressure.
How to study for this exam?
Use the PlanetCert practice test alongside the study plan below to prepare efficiently for ANALYTICS-DA-201.
What's changed on this exam?
Current Status
- ACTIVE
- Last content update: 2024-10-31
Updates
- Tableau Desktop 2024.2 Currently tested version. Covers all standard Desktop features including LOD expressions, table calculations, and dashboard interactivity.
- Tableau Prep Builder 2024.2 Tested for data transformation workflows including unions, joins, aggregations, pivots, filtering, and output types.
- Tableau Server / Tableau Cloud 2024.2 Tested for publishing, scheduling refreshes, alerts, subscriptions, custom views, user roles, and permissions.
Who should take this exam?
- Minimum 6 months of hands-on experience with Tableau Desktop, Tableau Prep, and Tableau Server or Tableau Cloud
- Skills equivalent to Tableau Desktop Specialist (TDS) certification
Related practice tests
- ADM-201Salesforce Certified Platform Administrator
- PLAT-101Salesforce Certified Platform Foundations
- ADM-211Administration Essentials for Experienced Admin
- AP-202B2B Commerce for Developers Accredited Professional
- Comm-Dev-101B2C Commerce Cloud Developer