Ace Your Desktop-Specialist Tableau Desktop Specialist Exam

When creating an extract in Tableau, there are several options to control how much data is included in the extract. These options include hiding all unused fields to reduce the size of the extract, aggregating the data for visible dimensions to summarize it, and applying filters to extract only the data that meets certain criteria.

The two types of aggregations that can be applied to string fields in Tableau are Count Distinct and Minimum. Count Distinct counts the unique values of a field, and Minimum finds the smallest value in a field based on the alphanumeric order. String fields do not support numeric aggregations like Sum or Average.

When you use the 'Create Set' option in Tableau, it creates a dynamic set if the conditions for inclusion in the set are based on a calculation or an aggregation that may change as the data is updated or as filters are applied. Fixed sets are static and do not change with data refreshes, while dynamic sets can update to reflect the current state of the data.

Using the Sample superstore as a reference, click on the manage metadata icon as follows:

We can rename a particular column name to make it easier to remember and use in Tableau. Let's change Order ID to oID as shown:

Now, we'll see oID when using this data source in Tableau. This WILL NOT affect the original data source. The remote field name let's us see what the name of the column is in the ORIGINAL Data source.