#### Overview of this book

The Tableau Certified Data Analyst certification validates the essential skills needed to explore, analyze, and present data, propelling your career in data analytics. Whether you're a seasoned Tableau user or just starting out, this comprehensive resource is your roadmap to mastering Tableau and achieving certification success. The book begins by exploring the fundamentals of data analysis, from connecting to various data sources to transforming and cleaning data for meaningful insights. With practical exercises and realistic mock exams, you'll gain hands-on experience that reinforces your understanding of Tableau concepts and prepares you for the challenges of the certification exam. As you progress, expert guidance and clear explanations make it easy to navigate complex topics as each chapter builds upon the last, providing a seamless learning experience—from creating impactful visualizations to managing content on Tableau Cloud. Written by a team of experts, this Tableau book not only helps you pass the certification exam but also equips you with the skills and confidence needed to excel in your career. It is an indispensable resource for unlocking the full potential of Tableau.
Chapter 2: Transforming Data
Chapter 3: Calculations
Chapter 4: Grouping and Filtering
Chapter 5: Charts
Chapter 6: Dashboards
Chapter 7: Formatting
Chapter 8: Publishing and Managing Content
Chapter 9: Accessing the Online Practice Resources
Other Books You May Enjoy

# Data Grouping

This section will take you through the methodologies to group data on Tableau Desktop, including creating sets, groups, hierarchies, and bins.

## Sets

Tableau’s sets are Boolean fields that effectively group values based on the membership of the set. Values that meet the conditions for membership of a set are considered to be In, whereas those that do not are considered Out. This allows the set to be used in the same way as a `true`/`false` Boolean field within Tableau. Sets are symbolized in Tableau via Venn diagram icons. Sets can only be created on dimensions.

The simplest type of set is one that has the membership defined via the inclusion or exclusion of values in a field. A set can be created by right-clicking a field, selecting Create, and then Set. The Set Creation User interface will then open, and values can be selected from the list shown. These values will, by default, be considered members of the set. The Exclude checkbox can be selected to reverse...