Examine Key Topics for the Explore and Analyze Data Section

2.1. Create calculated fields

• Write date calculations
  
• Write string functions
  
• Write logical and Boolean expressions
  
• Write number functions
  
• Write type conversion functions
  
• Write aggregate functions
  
• Write basic spatial calculations
  

2.3. Create table calculations

(combined with 2.2 from previous exam)

• Moving average and window average
  
• Percent of total
  
• Running total
  
• Difference and percent of difference
  
• Percentile
  
• Index
  
• Ranking
  
• Apply quick table calculations
  
• Customize table calculations
  

2.4. Create and use filters

• Apply filters to dimensions and measures
  
• Configure filter settings including Top N, Bottom N, include, exclude, wildcard, and conditional
  
• Add filters to context
  
• Apply filters to multiple sheets and data sources
  

2.5. Create parameters to enable interactivity

• In calculations
  
• With filters
  
• With reference lines
  
• Set parameters to dynamically refresh
  

2.6. Structure the data

• Sets
  
• Bins
  
• Hierarchies
  
• Groups
  

2.7. Map data geographically

• Create symbol maps
  
• Create density maps
  
• Create choropleth maps (filled maps)
  
• Create mark layers
  

2.8. Summarize, model, and customize data by using the Analytics pane

• Totals and subtotals
  
• Reference lines
  
• Reference bands
  
• Average lines
  
• Trend lines
  
• Distribution bands
  
• Forecast by using default settings
  
• Customize a data forecasting model
  

2.9. Create Level of Detail (LOD) calculations

• Write FIXED LOD calculations
  
• Write INCLUDE LOD calculations
  
• Write EXCLUDE LOD calculations
  
• Write nested LOD calculations
  

1 - 2

2.1. Create calculated fields

• Write date calculations
  
• Write string functions
  

Know how to write calculations for any Functions in Tableau, including functions specific to date fields and strings.

3

2.3. Create table calculations

• Moving average and window average
  
• Apply quick table calculations
  

Review the Table Calculation Types and how to apply Quick Table Calculations.

4

2.3. Create table calculations

• Index
  
• Customize table calculations
  

Familiarize yourself with all the Tableau Functions (by Category) including the INDEX table calculation function.

5

2.3. Create table calculations

• Customize table calculations
  

Review how to interpret and adjust the partitioning (scoping) or addressing (direction) in the Transform Values with Table Calculations topic.

6

2.4. Create and use filters

• Apply filters to dimensions and measures
  
• Configure filter settings including Top N, Bottom N, include, exclude, wildcard, and conditional
  

In the Filter Data from Your Views help article, read how to filter dimensions, measures, and dates using many options that include how to display only the top (or bottom) relative to other marks.

7

2.5. Create parameters to enable interactivity

Read about how to Use Parameters to Make Views More Interactive.

8

2.6. Structure the data

• Sets
  
• Groups
  

Review online help articles about how to Group Your Data to combine related members in a field and how to Create Sets to compare and ask questions about a subset of data.

9

2.7. Map data geographically

• Create symbol maps
  
• Create density maps
  
• Create choropleth maps (filled maps)
  

Review the Build and Analyze Maps in Tableau module to learn when to use different types of maps.

10

2.9. Create Level of Detail (LOD) calculations

• Write FIXED LOD calculations
  

Refresh your knowledge of how to Create Level of Detail Expressions in Tableau including the syntax needed.

1

2.1. Create calculated fields

• Write date calculations
  
• Write string functions
  
• Write logical and Boolean expressions
  
• Write number functions
  
• Write type conversion functions
  
• Write aggregate functions
  
• Write basic spatial calculations
  

Review the Functions in Tableau for information on writing calculated fields using the following types of functions: date, string, logical and Boolean, number, type conversion, aggregate, and spatial.

2

2.3. Create table calculations

• Moving average and window average
  
• Percent of total
  
• Running total
  
• Difference and percent of difference
  
• Percentile
  
• Ranking
  

Review the Table Calculation Types and when to use them.

3

2.4. Create and use filters

• Add filters to context
  
• Apply filters to multiple sheets and data sources
  

Review the Tableau order of operations for filters in Filter Data from Your Views and then how to Use Context Filters.

Read how to Apply Filters to Multiple Worksheets.

4

2.6. Structure the data

• Bins
  

Learn to convert a continuous measure (or a numeric dimension) into bins by looking at the Create Bins from a Continuous Measure topic.

5

2.6. Structure the data

• Hierarchies
  

Review how to Create Hierarchies that you can use to drill up or down to add or subtract more levels of detail in a visualization.

6

2.7. Map data geographically

• Create symbol maps
  
• Create density maps
  
• Create choropleth maps (filled maps)
  
• Create mark layers
  

Review the Build and Analyze Maps in Tableau module to learn when to use and how to build different types of maps.

7

2.8. Summarize, model, and customize data by using the Analytics pane

• Reference lines
  
• Reference bands
  
• Average lines
  
• Distribution bands
  

Read the article Reference Lines, Bands, Distributions, and Boxes to learn how to use these Analytics pane tools.

8

2.8. Summarize, model, and customize data by using the Analytics pane.

• Trend lines
  

Review how to Add Trend Lines to a Visualization and configure available options.

9

2.8. Summarize, model, and customize data by using the Analytics pane

• Forecast by using default settings
  
• Customize a data forecasting model
  

Learn how to add a forecast to a view in the Forecasting topic and then Configure Forecast Options (in Tableau Desktop).

10

2.9. Create Level of Detail (LOD) calculations

• Write INCLUDE LOD calculations
  
• Write EXCLUDE LOD calculations
  
• Write nested LOD calculations
  

Review how to Create Level of Detail Expressions in Tableau.

Get Started with Calculations in Tableau

Tableau Online Help

Understanding Calculations in Tableau

Tableau Online Help

Choosing the Right Calculation Type

Tableau Online Help

Data Filtering and Sorting in Tableau Desktop

Module

Tableau’s Order of Operations

Tableau Online Help

A Guide to Geospatial Visualizations

Tableau Reference Library Article