Overview of this book

The Tableau Desktop Specialist certification is fundamental for any data visualization professional who works in the field with Tableau. This book gets you started by covering the exam format, Tableau basics, and best practices for preparing data for analysis and visualization. It also builds on your knowledge of advanced Tableau topics to get you up to speed with the essential domains and domain objectives. Although the guide provides an outline and starting point to key in on what needs to be understood before the examination, it also delivers in context to give you a strong understanding of each piece before taking the exam. Instructions on how to get hands on with examples, a common data source, and suggested elements are also included. Understanding the concepts will not only assist you in passing the examination, but will also help you work effectively with the tool in your workspace. By the end of this book, you'll be able to efficiently prepare for the certification exam with the help of mock tests, detailed explanations, and expert advice from the author.
Preface
Part 1: Introduction to Tableau
Free Chapter
Chapter 1: Tableau Desktop Specialist Certification Overview
Chapter 2: Data Ingestion
Chapter 3: How to Interpret Data in a Tableau Visualization
Chapter 4: Working with Dimensions, Measures, and Marks (Oh My)
Chapter 5: Calculations and Functions Syntax
Part 2: Mastering the Exam
Chapter 6: Connecting to and Preparing Data
Chapter 7: Understanding and Creating Fundamental Charts in Tableau
Chapter 8: Data Organization and Worksheet Analytics
Chapter 9: Sharing Insights
Part 3: The Final Prep
Chapter 10: Exam Preparation
Chapter 11: Mock Test
Index
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Creating basic calculations in Tableau

With data, you can often build visualizations with basic measures and dimensions. To add context, insight, and further clean the data, calculations are needed. For the examination, you do not need to be a calculations master, but you need to understand what basic calculations are and what they represent. This is what we will look at in the following subsections.

Creating a (blank) calculated field

You should select the down arrow shown in Figure 5.1 and then click on Create Calculated Field… to start building a calculation:

Figure 5.1 – Creating a calculated field in Tableau: this will create a blank calculation template

Tip

If you know which field you want to base a calculation on, then right-click on that field and select Create | Calculated Field… to get the field to show up immediately in the calculation. See Figure 5.2 for an example.

Figure 5.2 –...