Tableau Desktop Specialist Practice Exam

To create a static set in Tableau, the correct approach is to select the relevant fields from the view and then right-click to create a set. This method allows users to quickly capture specific dimensions or members from their data for further analysis. By right-clicking after selecting fields, Tableau provides the option to create a set based on the selected data, which is essential for narrowing down data points to focus on specific aspects of the dataset.

Creating a set this way is beneficial because the user can visually select the items they want to include, ensuring accuracy and relevance in their analysis. This process effectively allows for dynamic selection right from the visualized data, enhancing the user experience.

Other methods mentioned may not provide the same level of specificity or ease in selecting the desired data points. For instance, dragging fields into the set area directly would not utilize the visual context available in the worksheet, which can lead to potential oversights regarding what data is included. Additionally, using the Data menu or right-clicking on a worksheet tab does not directly facilitate the selection of specific fields as efficiently. Therefore, selecting from the view and using the right-click option stands out as the most effective method for creating a static set in Tableau.