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Connect to and Transform Data
- Connect to data sources including files (Excel, CSV, PDF, spatial), databases (SQL Server, PostgreSQL, etc.), cloud sources (Google Sheets, Snowflake, etc.), and published data sources on Tableau Server/Cloud.
- Use live connections vs. extracts (when to use each, performance implications).
- Perform joins (inner, left, right, full, cross-database), unions, and relationships (logical vs. physical layers in Tableau's data model).
- Pivot, split, group, alias, and clean data in Tableau Desktop.
- Use Tableau Prep Builder for advanced data flows: clean steps, aggregate, join, union, pivot, filter, calculate fields, input/output steps.
- Handle data quality issues: nulls, duplicates, inconsistent formats, data roles (e.g., geographic, currency).
- Blend data from multiple sources when relationships aren't feasible.
- Create and manage metadata (rename fields, set data types, add descriptions, hide unused fields).

Explore and Analyze Data
- Build basic and advanced calculations: string, date, numeric, conditional (IF/CASE), type conversions.
- Create Level of Detail (LOD) expressions: FIXED, INCLUDE, EXCLUDE (common scenarios like cohort analysis, percent of total, customer-level calcs ignoring filters).
- Use table calculations: running total, percent of total, rank, moving average, YTD, difference from, percent difference.
- Apply parameters for dynamic control (what-if analysis, top N, dynamic measures/dimensions).
- Use sets (combined, conditional, IN/OUT) and groups for segmentation.
- Perform trend analysis: trend lines, forecasting (add forecast, customize model), clustering.
- Use analytics pane features: reference lines/bands/distributions, box plots, totals/subtotals.
- Interpret and create statistical insights: averages, medians, correlations, outliers.
- Create calculated fields for ad-hoc analysis (e.g., cohort flags, YoY growth).
- Use quick table calculations and edit them for custom behavior.
- Handle hierarchical data and drill-downs effectively.

Create Content
- Design effective visualizations: bar charts, line charts, maps, scatter plots, heatmaps, treemaps, bullet charts, etc.
- Choose appropriate chart types based on data and questions (show distribution, comparison, relationship, composition).
- Build interactive dashboards: filter actions, highlight actions, URL actions, parameter actions.
- Use dashboard objects: layout containers (horizontal/vertical), blank objects, images, web page objects, navigation buttons.
- Apply formatting best practices: color palettes (accessible, branded), fonts, tooltips (rich + viz in tooltip), labels, axes.
- Create device-specific layouts (phone, tablet, desktop) for responsive design.
- Build stories to present narrative insights with guided flow.
- Optimize performance in views/dashboards (extract filters, reduce marks, aggregate data).
- Add interactivity: show/hide containers, sheet swapping via parameters.
- Ensure accessibility (color contrast, alt text where applicable, logical tab order).

Publish and Manage Content on Tableau Server and Tableau Cloud
- Publish data sources (live vs. embedded extract) and workbooks to Server/Cloud.
- Schedule extract refreshes and manage refresh schedules/failures.
- Set permissions: project-level, content-level (view, interact, download, publish, manage).
- Use subscriptions and data-driven alerts for stakeholders.
- Certify data sources and manage lineage/impact analysis.
- Embed credentials securely or use OAuth where supported.
- Understand governance features: collections, favorites, tags, metadata management.
- Troubleshoot common publish issues (e.g., data source not found, permissions errors).
- Differentiate between Tableau Server and Tableau Cloud features (e.g., Cloud auto-scaling, activity logs).