myCPE
myCPE

Tableau Formulas 1 Credit

Dec 17, 2024, 04:00 PM ET

Tableau Formulas 1 Credit

Deep Dive with If, Case, And Left Functions

  • Rating

    4.6
  • Published on

    May, 2024
  • Subject Area

    Information Technology

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  • Access the course at your convenience
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Dec 17, 2024, 04:00 PM ET

Learning Objective

  • Review the basics of aggregation, dimension, measures, discrete, and continuous.
  • Identify how to write an IF function.
  • Discuss how to write a CASE function.
  • Explore how to write a LEFT function.
  • Explain how to write an IN function.

Course Overview

In today's data-driven world, the ability to manipulate and analyze data efficiently is crucial for making informed decisions. With its powerful formula capabilities, Tableau offers a gateway to unlock deeper insights from your data. 

But what exactly do these functions entail? How can they revolutionize your data analysis process? Join us as we journey to demystify these functions and discover their potential to transform your Tableau experience.

In this CPE Course, we'll start by exploring the fundamentals of data aggregation, dimensions, measures, and discrete and continuous variables, providing you with a solid foundation to understand the context in which these formulas operate. From there, we'll dive deep into the syntax and applications of IF, ZN, CASE, and LEFT functions, demonstrating their versatility in solving complex analytical challenges and streamlining your workflow.

Want to continue your Tableau journey and enhance your information technology skills? Join us as we discuss how to use Tableau Public to design an income statement using transaction-level data. We will also cover some basic terminology in the Tableau data model. 

Key topics covered:

  • Understanding our new dataset
  • Data aggregation 
  • Formulas

Don't miss this opportunity to sharpen your Tableau skills and take your data analysis to the next level. Join this CPE Course, it will empower you to unlock new data manipulation, calculation, and visualization possibilities. 

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

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Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Shea Boothe
Shea Boothe

CFO/Controller, Concord University

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Shea Boothe holds a CPA license in the State of West Virginia.  He also holds a Professional in Human Resources (PHR) certification.  He holds a Master of Professional Accountancy from West Virginia University and an Executive Certificate in Business Administration from Liberty University.  His undergraduate degree is in Business Administration from Concord University.  

Shea currently is the Controller of a public 4-year university, where he prepares the financial statements and manages budgetary control.  Previously roles include Budget Director, Assistant Controller, and Payroll Manager.  He has also taught courses at the collegiate level.  

He is an active member of the West Virginia Society of CPAs and the treasurer of the Concord University Alumni Association.  Shea is also 10-year volunteer of the IRS’s Volunteer Income Tax Assistance (VITA) program, helping prepare tax returns for underprivileged individuals.  

Shea’s professional interests and expertise include GASB accounting and the intersection of technology and accounting.  He is passionate about sharing knowledge with others and developing efficient and effective processes.  

In his free time, Shea enjoys traveling to multiple beaches along the eastern seaboard.  He also enjoys spending time with his nephews and his pet cat.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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Alan Philip Apolinar
Alan Philip Apolinar, CPA (US)

Very good explanation of functions with examples.

KS

Kanwaljeet Singh, CPA in Canada

Great Webinar

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