Preparing for Tableau Specialist certification

Good morning everyone,

My name is Julie, a consultant at Flowt specializing in Tableau, and I have just obtained the certification Tableau Desktop Specialist ! Taking this certification may seem daunting at first, but with the right preparation and a structured method, it's entirely doable. Here are some tips from my experience to help you prepare effectively.

1. Develop a review roadmap

The starting point is the Tableau Desktop Specialist certification guide. It gives you an overview of the skills you need to master. Identify key areas and create a review plan by combining them with useful resources, such as official documentation or training videos. For each stage, set goals and deadlines so you don't get overwhelmed.

You can find the list I used hither.

2. Practice regularly in Tableau

Mastering the core features of Tableau Desktop is essential to pass the exam. Here are some themes to work on:

  • Data source management : Importing, connecting and managing different types of data.
  • Use of advanced features : Calculated fields, parameters, sets, and level of detail (LOD).
  • Creating visualizations : Point clouds, dual axes, combined maps and graphs.
  • Formatting dashboards : Creation of impacting visual formats, color management, reference point, and sorting.

3. Master the theoretical aspects

The exam has a lot of theoretical questions. Don't overlook this part, as it's an important part of certification. Here are the concepts you need to master:

  • Extraction file structure (.tbwx): What does this file contain and how does it work?
  • Relationships between tables: Differences between joins and links.
  • Do you know the differences between files Live And the Extracts ?
  • Managing multiple database imports: Do you know where to click to perform these operations correctly?

Mastering these theoretical concepts will not only help you pass the exam, but it will also help you better use Tableau on a daily basis.

4. Work with Tableau Desktop in English

Although I am fluent in English, some of the terms specific to Tableau surprised me during the exam. So I recommend setting up Tableau in English while you're preparing, because the exam is in English. This will allow you to become familiar with technical vocabulary, understand the options, and not be unsettled on exam day.

Examples of vocabulary questions:

  • Do you know the difference between a Side-By-Side Circle And a Packed Bubbles ?
  • Do you know what a Wildcard filter ?

These terms come up frequently, and it's important to understand them in the context of Tableau.

5. Do additional training

Even if you're already comfortable using Tableau, formal training can really build on what you've learned. Personally, I followed a training course on Udemy which allowed me to review the basics and to practice with concrete examples.

However, keep in mind that this course does not cover in depth some of the theoretical concepts that are essential for the exam. It is therefore important to complete this training with a more theoretical revision in parallel.

6. Manage your time intelligently during the exam

The exam consists of 45 questions in the form of multiple choice questions, and you have about 60 minutes. Here are some tips for managing your time well:

  1. Quick first read : Go through all the questions to find the ones you are familiar with. Respond to it immediately.
  2. Go back to the more complex questions : Take time to go back to the more difficult questions, but remember that you need to get 750 out of 1000 points to pass. There is no penalty for wrong answers, so answer all questions even if you are unsure.

7. Get ready for security checks

Before starting the exam, you will go through a security check that can last up to 20 minutes. A supervisor will ask you to show your desk, remove any unnecessary items (watches, bracelets, caps), and show your power cable. This check is done in English, so if you're not comfortable with the language, simplify the process by completely freeing up your workspace to avoid additional questions.

Conclusion

The exam Tableau Desktop Specialist is a great way to validate your skills. With good preparation and a structured approach, you are putting all the odds in your favor. Stay calm during the exam and trust your knowledge.

Good luck to everyone! And if you need advice on Tableau, don't hesitate to contact us.