Using the Pomodoro Technique and Ebbinghaus Forgetting Curve, this plan will help you systematically prepare for the Tableau Desktop Specialist (TDS-C01) exam. The study plan spans 4 weeks, with daily study goals, focused sessions, reviews, and practice exams.
Study Plan Overview
Goals
- Master all exam objectives:
- Connecting to and Preparing Data
- Exploring and Analyzing Data
- Sharing Insights
- Understanding Tableau Concepts
- Build hands-on Tableau skills through daily practice.
- Use active recall and spaced repetition to solidify learning.
- Complete practice exams to assess readiness.
Learning Techniques
- Pomodoro Technique: Study in 25-minute focused sessions, followed by a 5-minute break. After 4 sessions, take a 15-30 minute break.
- Spaced Repetition: Revisit key concepts at increasing intervals (1 day, 3 days, 7 days).
- Active Recall: Regularly test yourself on key concepts through quizzes and practice tasks.
Week 1: Connecting to and Preparing Data
Focus: Mastering data connection methods, data preparation, combining data, and managing metadata in Tableau.
Day 1: Introduction to Tableau and Data Connections
Goal: Understand Tableau's interface and learn how to connect to data sources.
Tasks:
- Tableau Interface Overview:
- Watch a beginner-friendly video explaining Tableau Desktop's interface.
- Explore the Data Pane, Shelves (Rows, Columns, Marks), and Visualization Workspace.
- Learn Data Source Types:
- Study supported file types (Excel, CSV, JSON), databases (SQL Server, Oracle), and cloud connections (Google Sheets, BigQuery).
- Understand Live Connections vs. Extract Connections.
- Hands-on Practice:
- Connect to the Sample Superstore dataset.
- Experiment with:
- Live Connection: Observe how Tableau retrieves real-time data.
- Extract Connection: Create an Extract file (
.hyper) and save it locally.
- Write Notes:
- Summarize when to use Live vs. Extract connections.
Pomodoro Blocks: 4 (2 hours)
Day 2: Live vs. Extract Connections in Detail
Goal: Compare Live and Extract connections and identify performance differences.
Tasks:
- Understand Advantages and Disadvantages:
- Live Connection: Real-time updates but slower with large datasets.
- Extract: Faster, supports offline work but needs manual refresh.
- Hands-on Practice:
- Connect Tableau to a sample Excel workbook.
- Create one worksheet using a Live connection and another using an Extract.
- Compare the loading time and response speed.
- Modify Extracts:
- Add Extract Filters to reduce data size (e.g., filter Sales > $1,000).
- Experiment with creating incremental refreshes.
- Reflect on Findings:
- Document your observations on performance improvements using Extracts.
Pomodoro Blocks: 4 (2 hours)
Day 3: Combining Data with Joins and Unions
Goal: Understand and practice data Joins and Unions in Tableau.
Tasks:
- Learn About Joins:
- Study the concepts of Inner Join, Left Join, Right Join, and Full Outer Join with examples.
- Hands-on Join Practice:
- Connect to two tables from the Sample Superstore dataset:
- Perform the following:
- Inner Join: Only show rows with matching Order IDs.
- Left Join: Show all Orders, with Returns data where available.
- Document the differences in output.
- Learn About Union:
- Study how Union appends rows from similar datasets.
- Combine two Excel sheets representing "Q1 Sales" and "Q2 Sales".
- Challenge Task:
- Combine Orders and Returns tables, apply an Inner Join, and add a filter for Sales > $500.
Pomodoro Blocks: 5 (2.5 hours)
Day 4: Understanding Relationships and Data Blending
Goal: Learn when and how to use Relationships and Blending for combining data sources.
Tasks:
- Learn Relationships:
- Understand Tableau’s Logical Layer and the flexibility of Relationships.
- Practice connecting Orders and Returns tables with Relationships.
- Hands-on Practice:
- Build a dashboard comparing Sales and Returns by Region.
- Observe how Tableau dynamically maintains granularity.
- Data Blending:
- Learn about Blending to combine data across sources.
- Connect:
- Orders table (Excel).
- Regional Targets table (Google Sheets).
- Use Data Blending to analyze Sales performance vs. Targets.
- Write Notes:
- Summarize the differences between Relationships and Blending.
Pomodoro Blocks: 4 (2 hours)
Day 5: Managing Metadata and Splitting Fields
Goal: Learn to clean and prepare data using Tableau’s metadata management tools.
Tasks:
- Metadata Management:
- Rename fields for clarity (e.g., rename “Sub-Category” to “Product Sub-Category”).
- Change data types (e.g., String → Number for proper analysis).
- Using Aliases:
- Assign aliases to field values (e.g., rename Region names for consistency).
- Splitting Fields:
- Use Split to separate Full Name (e.g., “John Smith”) into First Name and Last Name.
- Use Custom Split for complex delimiters (e.g., splitting Product Codes).
- Practice Task:
- Clean the Sample Superstore dataset:
- Rename fields, assign aliases, and split any combined fields.
Pomodoro Blocks: 4 (2 hours)
Day 6: Filtering Data at the Connection Level
Goal: Master data source and extract filters to reduce data size and improve performance.
Tasks:
- Learn About Data Source Filters:
- Understand how filters at the connection level limit data loaded into Tableau.
- Practice Filtering:
- Apply filters on the Orders table:
- Include only “Technology” Category.
- Exclude “West” Region.
- Create Extract Filters:
- Build an Extract with a filter to include only Sales greater than $1,000.
- Save and Document:
- Save the filtered extract.
- Reflect on how filtering improves workbook performance.
Pomodoro Blocks: 4 (2 hours)
Day 7: Review and Comprehensive Practice
Goal: Consolidate Week 1 learning through review and practical application.
Tasks:
- Concept Review:
- Revisit notes on connections, Joins, Relationships, Blending, and filters.
- Hands-on Project:
- Connect to Sample Superstore dataset.
- Perform the following tasks:
- Join Orders and Returns tables.
- Create an Extract with filters applied.
- Split combined fields and rename columns.
- Self-Assessment:
- Answer 10 quiz questions about Joins, Relationships, and Extracts.
- Reflect:
- Write down areas you find challenging to revisit in Week 2.
Pomodoro Blocks: 5 (2.5 hours)
End of Week 1 Review
By the end of Week 1, you will have:
- Learned how to connect to data sources, use Extracts, and apply filters.
- Mastered data preparation techniques, including Joins, Unions, Relationships, and Blending.
- Practiced managing metadata and cleaning data effectively.
Week 2: Exploring and Analyzing Data
Focus: Master the creation of visualizations, organizing data, applying filters, and performing basic calculations. This week emphasizes hands-on learning to develop foundational Tableau skills for data exploration and analysis.
Day 8: Creating Basic Visualizations
Goal: Understand and practice building fundamental visualizations in Tableau.
Tasks:
Bar Charts:
- Drag Region to Rows and Sales to Columns to create a basic bar chart.
- Sort the bars in descending order of Sales.
- Add Color to distinguish each Region.
Line Charts:
- Drag Order Date to Columns and Sales to Rows.
- Change the date aggregation to Month (continuous date).
- Observe monthly trends in Sales.
Scatter Plots:
- Drag Sales to Columns and Profit to Rows.
- Add Category to Detail in the Marks card to display multiple points.
- Adjust Size to represent Quantity.
Maps:
- Drag State to the view to generate a map.
- Add Sales to Color to visualize regional performance.
Save Work:
- Combine all charts into a single workbook.
- Write down key observations (e.g., which Regions or Categories perform best).
Pomodoro Blocks: 4 (2 hours)
Day 9: Dual-Axis Charts and Histograms
Goal: Create advanced visualizations to represent complex relationships and distributions.
Tasks:
Dual-Axis Charts:
- Build a bar chart with Sales on Rows and Order Date on Columns.
- Add Profit to the second axis.
- Right-click and select Dual-Axis.
- Synchronize the axes and format one as bars and the other as a line chart.
Histograms:
- Drag Sales to Columns.
- Right-click on Sales and select Create Bins. Set bin size to $500.
- Create a histogram showing the frequency of Sales values.
Annotations and Formatting:
- Add Reference Lines to highlight the average Sales in both charts.
- Format the charts for better readability (colors, fonts, gridlines).
Reflection:
- Document how dual-axis charts and histograms can be used to analyze data relationships and patterns.
Pomodoro Blocks: 4 (2 hours)
Day 10: Applying Filters
Goal: Learn and practice filtering data in Tableau using different types of filters.
Tasks:
Dimension Filters:
- Create a bar chart for Sales by Category.
- Add a Region Filter to show Sales for a specific Region.
Measure Filters:
- Build a scatter plot for Sales vs. Profit.
- Apply a filter to include only Sales greater than $1,000.
Date Filters:
- Create a line chart showing Sales trends over time.
- Use a Date Filter to display data only for 2022-2023.
Filter Control:
- Add interactive filters to your view.
- Show filters for Region, Category, and a Sales range slider.
Practice Task:
- Build a dashboard with:
- A bar chart for Sales by Category.
- A line chart for Monthly Sales Trends.
- Add Region and Sales filters to control both charts interactively.
Pomodoro Blocks: 5 (2.5 hours)
Day 11: Groups, Sets, and Hierarchies
Goal: Organize and manage data in Tableau using Groups, Sets, and Hierarchies.
Tasks:
Groups:
- Build a bar chart for Sales by State.
- Group smaller states into a “Low Sales” category.
Sets:
- Create a Top 10 Customers set based on Sales.
- Build a chart to display only the Top 10 Customers.
- Add an interactive set control to allow toggling between Top 10 and all customers.
Hierarchies:
- Build a hierarchy for Region → State → City.
- Create a bar chart and drill down from Region to City.
Save and Reflect:
- Document when to use Groups (categorizing), Sets (dynamic subsets), and Hierarchies (drill-downs).
Pomodoro Blocks: 4 (2 hours)
Day 12: Adding Reference Lines, Bands, and Trend Lines
Goal: Enhance analysis by adding contextual elements like reference lines and trend lines.
Tasks:
Reference Lines:
- Create a bar chart for Sales by Region.
- Add a Reference Line to display the average Sales across all Regions.
Reference Bands:
- Build a scatter plot for Sales vs. Profit.
- Add a Reference Band to highlight data within the average range.
Trend Lines:
- Create a line chart for Monthly Sales Trends.
- Add a linear trend line to show the overall trend.
- Experiment with polynomial and logarithmic trend lines.
Formatting:
- Customize the color, labels, and style of reference lines and trend lines.
Reflection:
- Write down how reference lines and trend lines can help identify benchmarks and trends.
Pomodoro Blocks: 4 (2 hours)
Day 13: Quick Table Calculations
Goal: Learn to apply simple calculations for quick insights.
Tasks:
Percent of Total:
- Create a pie chart for Sales by Category.
- Add Percent of Total to show each Category’s contribution to total Sales.
Running Total:
- Create a line chart for Monthly Sales.
- Add a Running Total to analyze cumulative Sales over time.
Difference Calculation:
- Build a bar chart for Sales by Region.
- Add a Table Calculation to display the difference from the average Sales.
Rank:
- Create a table showing Sales by State.
- Rank States by Sales using a Table Calculation.
Practice Task:
- Combine all calculations into a single workbook.
Pomodoro Blocks: 4 (2 hours)
Day 14: Review and Project
Goal: Consolidate Week 2 learning through a comprehensive project.
Tasks:
- Concept Review:
- Revisit bar charts, line charts, filters, Groups, Sets, and Table Calculations.
- Project:
- Build a Dashboard with the following components:
- Bar chart for Sales by Region.
- Line chart for Monthly Sales Trends.
- Scatter plot for Profit vs. Sales.
- Interactive Filters for Region, Date, and Sales Range.
- Self-Assessment:
- Take a quiz with 10 questions covering Week 2 concepts.
- Reflection:
- Identify weak areas to revisit before starting Week 3.
Pomodoro Blocks: 5 (2.5 hours)
End of Week 2 Review
By the end of Week 2, you will have:
- Mastered building basic and advanced visualizations.
- Learned to filter and organize data with Groups, Sets, and Hierarchies.
- Gained experience applying reference lines, trend lines, and quick table calculations.
Week 3: Sharing Insights
Focus: Learn how to combine visualizations into dashboards, create stories to present findings, and share insights effectively through exports and publishing.
Day 15: Formatting Visualizations for Readability
Goal: Enhance the presentation of visualizations to make them clear and professional.
Tasks:
Formatting Titles and Captions:
- Edit chart titles to make them meaningful (e.g., “Monthly Sales Trends – 2023”).
- Add captions to explain insights (e.g., “Sales peaked in December due to holiday promotions”).
Working with Colors:
- Use consistent color palettes for similar categories (e.g., all Regions in one color scheme).
- Add color encoding for performance (e.g., highlight negative profits in red).
Formatting Labels:
- Add and format data labels for clarity.
- Practice positioning labels: inside or outside marks (e.g., bar chart labels).
Tooltips Customization:
- Edit tooltips to display important information (e.g., Sales, Profit, and Category for bar charts).
- Use Insert Fields to include dynamic values.
Gridlines and Borders:
- Add subtle gridlines to charts for alignment.
- Remove unnecessary borders for cleaner visuals.
Practice Task:
- Format a bar chart, scatter plot, and line chart using all the above methods.
- Compare the final results with unformatted versions.
Pomodoro Blocks: 4 (2 hours)
Day 16: Building Dashboards
Goal: Learn to combine multiple visualizations into an interactive dashboard.
Tasks:
Start a New Dashboard:
- Click the New Dashboard icon in Tableau.
Add Worksheets to the Dashboard:
- Add at least three charts:
- Bar Chart: Sales by Region.
- Line Chart: Monthly Sales Trends.
- Scatter Plot: Profit vs. Sales.
Tiled vs. Floating Layout:
- Experiment with both layout types:
- Tiled: Charts snap into a grid layout.
- Floating: Manually position charts and objects.
Add Interactive Objects:
- Insert a Text Box for dashboard titles or explanations.
- Add Filters and a Legend to improve interactivity.
Device Layout Optimization:
- Customize the dashboard layout for Desktop and Mobile Devices.
Practice Task:
- Build a Sales Dashboard with:
- Bar chart for Sales by Region.
- Line chart for Monthly Trends.
- A filter to toggle between Regions.
- Add annotations and tooltips for context.
Pomodoro Blocks: 5 (2.5 hours)
Day 17: Adding Interactivity to Dashboards
Goal: Enhance dashboards with interactive features to enable user exploration.
Tasks:
Filters:
- Add filters to the dashboard (e.g., Region and Category).
- Test how the filters update all worksheets.
Highlight Actions:
- Create Highlight Actions to emphasize data points.
- Example: Highlight “East Region” in all charts when clicking on it.
Filter Actions:
- Set up a Filter Action where selecting a bar in “Sales by Region” updates the scatter plot.
URL Actions:
- Add a URL Action to open an external website (e.g., a report or webpage).
Practice Task:
- Create a dashboard with the following:
- Filters for Region and Date.
- Highlight Action: Click a bar chart to highlight related data in a line chart.
- Filter Action: Selecting a Region filters the scatter plot.
Pomodoro Blocks: 4 (2 hours)
Day 18: Creating Stories for Data Presentation
Goal: Build a Tableau Story to narrate key insights step by step.
Tasks:
Start a New Story:
- Click the New Story icon in Tableau.
Add Story Points:
- Drag worksheets or dashboards to create sequential Story Points:
- Story Point 1: Sales by Region (highlight top-performing Region).
- Story Point 2: Monthly Sales Trends (highlight trends over time).
- Story Point 3: Profit vs. Sales Scatter Plot (highlight outliers).
Annotations:
- Add captions or text annotations to explain each Story Point.
- Example: “The East Region contributed 40% of total sales in Q4.”
Story Navigation:
- Use the Story Navigator to allow easy switching between Story Points.
Practice Task:
- Build a Story with at least 3 Story Points explaining Sales and Profit trends.
- Add annotations, filters, and highlights for clarity.
Pomodoro Blocks: 4 (2 hours)
Day 19: Exporting and Sharing Workbooks
Goal: Learn to export, save, and publish Tableau visualizations for sharing.
Tasks:
Export to PDF:
- Export a worksheet and dashboard to PDF format.
- Customize page layout, orientation, and paper size.
Export to PowerPoint:
- Export a dashboard as a PowerPoint slide.
Save Workbooks:
- Save workbooks as:
- .twb (Tableau Workbook): Visualization only.
- .twbx (Packaged Workbook): Visualization and data for sharing offline.
Publish to Tableau Online:
- Publish a workbook to Tableau Public or Tableau Online.
- Set permissions for sharing (view or edit).
Practice Task:
- Export your Sales Dashboard as a PDF and PowerPoint.
- Publish the workbook to Tableau Public.
Pomodoro Blocks: 4 (2 hours)
Day 20: Best Practices for Dashboard Design
Goal: Learn best practices for creating user-friendly and visually appealing dashboards.
Tasks:
Design Best Practices:
- Focus on simplicity: Avoid overcrowding the dashboard.
- Use consistent fonts, colors, and spacing.
- Arrange charts logically: Place key charts at the top.
Performance Optimization:
- Use Extract Connections for faster performance.
- Minimize the number of marks (data points) in the view.
Interactive Elements:
- Use Filters, Actions, and Legends to enhance interactivity.
Practice Task:
- Review your Sales Dashboard and make improvements based on best practices.
Pomodoro Blocks: 4 (2 hours)
Day 21: Comprehensive Review and Hands-On Practice
Goal: Consolidate Week 3 learning through review and a complete project.
Tasks:
Review Key Topics:
- Formatting charts and dashboards.
- Adding interactivity with Filters, Actions, and Legends.
- Building Stories to narrate insights.
Hands-On Project:
- Create a comprehensive dashboard that includes:
- Bar Chart: Sales by Region.
- Line Chart: Monthly Sales Trends.
- Scatter Plot: Profit vs. Sales.
- Interactive Filters, Actions, and Annotations.
Self-Assessment:
- Answer 10 questions covering Week 3 content.
- Reflect on any weak areas for revision.
Pomodoro Blocks: 5 (2.5 hours)
End of Week 3 Review
By the end of Week 3, you will have:
- Mastered dashboard creation, interactive features, and storytelling in Tableau.
- Learned how to format visualizations for clarity and professionalism.
- Understood how to export and share workbooks effectively.
Week 4: Understanding Tableau Concepts and Final Exam Preparation
Focus: Reinforce foundational Tableau concepts, complete hands-on exercises, and take practice exams to solidify knowledge. This week ensures you are fully prepared for the TDS-C01 exam.
Day 22: Revisiting Dimensions and Measures
Goal: Reinforce your understanding of Dimensions and Measures and how Tableau uses them in visualizations.
Tasks:
Concept Review:
- Revisit the differences between Dimensions (categorical fields) and Measures (numerical fields).
- Understand their default behaviors:
- Dimensions create categories (blue pills).
- Measures are aggregated by default (green pills).
Hands-on Practice:
- Connect to the Sample Superstore dataset.
- Build the following visualizations:
- A bar chart showing Sales by Category and Sub-Category.
- A line chart showing Monthly Sales.
- Add a secondary Measure (e.g., Profit) to explore dual-axis charts.
Aggregation:
- Practice using different aggregation methods:
- SUM, AVG, COUNT, MIN, and MAX.
- Compare SUM(Sales) and AVG(Sales) for Categories.
Self-Assessment:
- Quiz yourself on identifying Dimensions and Measures in different scenarios.
Pomodoro Blocks: 4 (2 hours)
Day 23: Discrete vs. Continuous Fields
Goal: Master the difference between discrete and continuous fields and understand their impacts on visualizations.
Tasks:
Concept Review:
- Discrete fields: Represent categorical data (blue pills) and create headers.
- Continuous fields: Represent measurable data (green pills) and create axes.
Date Fields:
- Drag Order Date to Columns:
- Convert it to Discrete: Break it into Year, Quarter, and Month.
- Convert it to Continuous: Create a continuous date axis to analyze trends.
Hands-on Practice:
- Create two versions of the same visualization:
- Discrete Dates: Yearly Sales broken into separate headers.
- Continuous Dates: Sales as a continuous line chart across years.
Reflection:
- Write down use cases where you would use Discrete fields vs. Continuous fields.
Practice Task:
- Build a Profit by Region chart:
- Use Discrete Regions as headers.
- Add Profit as a Continuous field to create a range on the axis.
Pomodoro Blocks: 4 (2 hours)
Day 24: Level of Detail (LOD) Expressions
Goal: Understand and practice FIXED, INCLUDE, and EXCLUDE LOD calculations.
Tasks:
Review LOD Concepts:
- FIXED: Aggregates data at a specified level, ignoring other dimensions.
- INCLUDE: Adds additional dimensions for fine-grained aggregation.
- EXCLUDE: Excludes specific dimensions from the calculation.
Hands-on Practice:
FIXED LOD: Calculate total Sales for each Region:
{ FIXED [Region] : SUM([Sales]) }
INCLUDE LOD: Calculate the average Profit per City:
{ INCLUDE [City] : AVG([Profit]) }
EXCLUDE LOD: Calculate total Sales at the Region level, ignoring State:
{ EXCLUDE [State] : SUM([Sales]) }
Scenario Practice:
- Build a chart showing:
- Total Sales by Region using FIXED.
- Average Profit by City using INCLUDE.
- Total Sales excluding State using EXCLUDE.
Reflect:
- Document the scenarios where each LOD calculation is most useful.
Self-Assessment:
- Solve 5 practice questions focusing on creating LOD expressions.
Pomodoro Blocks: 5 (2.5 hours)
Day 25: Review of Granularity and Aggregation
Goal: Understand how granularity impacts aggregation and the role of Measures and Dimensions.
Tasks:
Granularity Review:
- Revisit the concept of granularity:
- High granularity = detailed data (e.g., Daily Sales).
- Low granularity = summarized data (e.g., Yearly Sales).
Hands-on Practice:
- Build the following visualizations:
- Daily Sales Trend: Line chart showing daily trends.
- Monthly Sales Summary: Aggregate Sales at a monthly level.
Practice Aggregation:
- Drag Sales to Rows: Change aggregation from SUM to AVG, COUNT, and MEDIAN.
- Compare the results and document the differences.
Granularity Adjustment:
- Add dimensions like Region and Category to explore how granularity changes aggregations.
Practice Task:
- Build a dashboard showing:
- Sales aggregated at the Monthly level.
- Sales aggregated at the Daily level.
Pomodoro Blocks: 4 (2 hours)
Day 26: Practice Exam 1
Goal: Simulate a full-length Tableau Desktop Specialist exam.
Tasks:
Take the Practice Exam:
- Allocate 60 minutes to complete a full-length practice test (30 questions).
Analyze Results:
- Review incorrect answers.
- Identify weak areas for improvement.
Targeted Review:
- Revisit specific topics where you struggled (e.g., LODs, Filters, or Aggregation).
Reflection:
- Document your progress and set goals for improvement in the next practice test.
Pomodoro Blocks: 5 (2.5 hours)
Day 27: Practice Exam 2
Goal: Improve accuracy and speed in a second practice exam.
Tasks:
Take the Practice Exam:
- Complete the second practice test under timed conditions (60 minutes).
Analyze Performance:
- Compare results with the first exam.
- Identify improvements and remaining weak areas.
Targeted Review:
- Focus on revising:
- Dimensions vs. Measures.
- Filters and Calculations.
- Dashboards and Actions.
Final Polishing:
- Refine notes on difficult topics.
- Practice quick tasks to boost confidence.
Pomodoro Blocks: 5 (2.5 hours)
Day 28: Final Review and Relaxation
Goal: Finalize preparation, lightly review key topics, and ensure mental readiness for the exam.
Tasks:
Quick Recap:
- Spend 1 hour reviewing:
- Connections, Joins, and Relationships.
- Visualizations and Filters.
- LOD Expressions and Aggregations.
Hands-on Practice:
- Complete small tasks:
- Create a bar chart, line chart, and dashboard.
- Add filters, highlights, and annotations.
Relaxation:
- Take time to relax and refresh. Avoid cramming.
- Review your key notes lightly.
Mindset Preparation:
- Set your workspace for the exam.
- Visualize success and maintain confidence.
Pomodoro Blocks: 2 (1 hour)
End of Week 4 and Final Review
By the end of Week 4, you will have:
- Reinforced core Tableau concepts: Dimensions/Measures, Discrete/Continuous, Aggregation, and LODs.
- Completed two full-length practice exams to test knowledge and readiness.
- Reviewed weak areas to ensure strong performance on the exam day.
Final Notes
Stick to the plan, trust your preparation, and practice consistently. You now have a clear understanding of all Tableau Desktop Specialist exam objectives and hands-on experience with the platform.
Good luck with your exam!