Explore and Analyze Data41% of the exam
Sets, groups, bins and hierarchies
Choose between fixed, dynamic and combined sets and use In/Out mode, edit set membership from the view, size and read bins (and replace them with a FLOOR calculation), build and reorder hierarchies, and group members for corrections and what-if comparisons.
Structure the data: Sets; Bins; Hierarchies; Groups.
~7 min read · 16 practice questions ·
What the exam expects
- Choose a fixed, dynamic or combined set, and add or remove fixed-set members from the view.
- Show a set as In/Out or as members, and know the web authoring and set control limits.
- Create bins of a given size, place a boundary value, and replace a bin with a calculation.
- Build, reorder and drill hierarchies, including date hierarchies and fields inside folders.
- Group members from the view or Data pane, and edit, rename and ungroup them with Include 'Other'.
The basics are in the Desktop Foundations units Fixed, dynamic and combined sets and Groups and hierarchies for organizing dimensions.
Key terms:
- Fixed set: members never change; can span several dimensions.
- Dynamic set: one dimension; members recomputed from a General, Condition or Top rule.
- In/Out mode: a set shown as members (In) versus everything else (Out).
- Bin: an equal-sized range of a measure, stored as a new dimension.
- Group: a field that combines selected dimension members into one member.
Key facts
Dynamic vs fixed set
- Detail
- Dynamic: one dimension, recomputes; fixed: several dimensions, static
Sets on the web
- Detail
- Only In/Out on Tableau Server and Tableau Cloud
Set control
- Detail
- Dynamic sets only, in play in the view
Bin label
- Detail
- Inclusive lower limit of the range
Default Size of bins
- Detail
- 10 when Tableau cannot optimize quickly
Bin restrictions
- Detail
- Relational sources only; not usable in calculations
Hierarchy from a folder field
- Detail
- Right-click > Create Hierarchy
Ungroup with Other on
- Detail
- Members join the Other group
- Why can a set built from selected marks not get a set control?
- Why does Out disappear when you choose Show Members in Set?
- What does Use all on a dynamic set's General tab do?
- Which data sources support bins?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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