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Copyright and Credits
by Gleb Makarenko, Radhika Biyani, Fabian Peri, JC Gillet, Dmitry Anoshin
Tableau Desktop Certified Associate: Exam Guide
Title Page
Copyright and Credits
Tableau Desktop Certified Associate: Exam Guide
About Packt
Why subscribe?
Contributors
About the authors
About the reviewers
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the example code files
Download the color images
Conventions used
Get in touch
Reviews
Section 1: Getting Started with Tableau
Building Your Data Model
Technical requirements
Initial preparation
The Global Superstore dataset
Connecting to your data
Connecting to the Global Superstore dataset
The left pane
The canvas
The data grid
The metadata grid
Building your data model
Preparing your data
Working with data types
Pivoting data
Splitting fields
Filtering data 
Combining data
Joins
The join types
Cross-database joins
Unions
Blends
Summary
Questions
Further reading
Section 2: Answering Questions with Data
Working with Worksheets
Introduction to worksheets
The workbook menu
Toolbar
Exploring the Data and Analytics panes
The Data pane
Data pane fields
Continuous data
Discrete data
Sets 
Parameters
Calculated fields
Hierarchies
Grouping data fields
Replace References
The Analytics pane
Analytics objects
Summarize
Model
Custom
Shelves and cards
Shelves – Columns and Rows
The Show Me chart guide
The Marks card
The Filters shelf
The Pages shelf
Summary
Analyzing Data Using Charts
Technical requirements
Key charts in Tableau
Text tables (cross-tabs)
Highlight tables
Maps (symbol and filled)
Bar charts
Heat maps and treemaps
Circle plots, side by side circles, and scatter plots
Line charts
Histograms
Box and whisker plots (box plots)
Gantt chart
Combination charts
Sorting your data
Creating filters, sets, groups, and hierarchies
Filters
Sets
Groups
Hierarchies
Formatting your visuals
Summary
Visualizing Geographic Data
Technical requirements
Mapping basics
Map navigation
Pan and zoom
Zoom in/out
Zoom area
Pan
Geographic Search
Marks selection
Rectangular Selection
Radial Selection
Lasso Selection
Scaling
Map features – layering and custom territories
Map Layers
Custom territories
Grouping locations
Geocoding using other geographic fields
Modifying locations
Editing locations
Importing and managing custom geocoding
Extending an existing role
Adding new roles
Connecting to spatial data
Using background images to plot spatial data
Creating density maps
Summary
Understanding Simple Calculations in Tableau
Technical requirements
Calculation basics
When to use calculations
Types of calculations
Creating calculations
Functions syntax
Fields syntax
Operator syntax
Order of precedence of operators
Literal expressions syntax
Parameter syntax
Comments syntax
Building arithmetic calculations
Aggregation options
Building string calculations
Functions related to obtaining substrings from a string
Functions related to finding a substring within a string
Functions related to formatting/standardizing a string
Other important string functions
Building date calculations
Obtaining the current date/time
Obtaining parts of a date
Other date calculations
Building logical statements
Case statements
IF statement
IIF
IFNULL and ISNULL
Other functions
Building grand totals and subtotals
Summary
Further reading
Section 3: Advanced Tableau
Tableau Table Calculations
Technical requirements
General table calculations and background
Structure of a view
Defining the scope of a calculation
Creating quick table calculations
Different options for quick calculations
Customizing table calculations
Adapting a % Difference Calculation
Defining a percent difference versus the first cell in the partition
Using a different order
Setting up manual table calculations
Creating functions similar to quick table calculations
Using the Lookup function
Defining Window functions
Practical examples
Moving average
Difference in average profit
Summary
Questions
Further reading
Level of Detail Expressions
Technical requirements
Tableau's order of operations
Surprising results
The order
Explaining the surprising results
FIXED LOD calculations
Order of operations
Example 1 – lifetime sales value
Example 2 – contributions
Example 3 – cohorts
INCLUDE LOD calculations
Order of operations
Example 1 – average customer lifetime value
Example 2 – median of average days to ship by customer
EXCLUDE LOD calculations
Example 1 – contribution to total
Example 2 – difference in average profit
Data source constraints for LOD
Summary
Questions
Further reading
Leveraging Analytics Capabilities
Technical requirements
Basic tools in the Tableau Analytics pane
Using the options
Creating reference lines
Shortcuts in the Analytics bar
Using reference bands
Shortcuts in the Analytics bar
Adding Distribution Bands
Shortcuts in the Analytics bar
Generating box plots
Additional analytical options
Totals
Trend lines
Clusters
The summary card
Using forecasting
A practical example
Summary
Questions
Further reading
Building Your Dashboards
Introduction to dashboards
Effective design practices
Purpose
Good design principles
Limiting the number of sheets used
Being clear and concise
Constructing a cohesive story
Exploring the Dashboard and Layout panes
The Dashboard pane
Sheets
Objects
Tiled versus floating objects
Display settings
Device preview
The dashboard Layout pane
Telling stories
The Story pane
The story Layout pane
Summary
Mock Test A + B (Assessment)
Mock tests A and B
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