Job Role

Business Analyst, Consultant, End User, Marketer, Business User


In-Person: 2 Full Day(s)
Virtual: 2 Full Day(s) or 4 Half Day(s)

User Interface

Lightning Experience


Who should take this course?

This course is designed for people who want to clean, shape, and combine data in Tableau Prep Builder and then output prepared data for use in Tableau Desktop or on a Tableau site. You should have at least three to six months of experience using Tableau and experience creating calculations in Tableau.


Tableau Prep I is included in the Tableau Training Pass.




Three to six months of experience using Tableau and experience creating calculations in Tableau.

When you complete this course, you will be able to:

  • Connect to single data or multiple sources in Tableau Prep Builder.
  • Combine multiple data sources using joins and unions.
  • Apply cleaning operations, including quick-cleaning options, built-in algorithms, and calculated fields, to fix data inconsistencies.
  • Reshape data using pivots and aggregations.
  • Validate your data preparation work.
  • Configure data samples.
  • Design complex flows, applying the range of data preparation techniques available.
  • Create and configure outputs of prepared data.


Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Introduction to Tableau Prep Builder

  • Data Preparation and the Analytic Cycle
  • Tableau Prep Builder
  • The Tableau Prep Builder Workspace
  • Flow Pane Steps
  • Data Preparation Process


Connecting to and Exploring Data

  • Connecting to Data
  • Data Interpreter
  • Configuring Data for Input
  • Exploring the Data
  • Data Distribution
  • Exploring Data (Discussion)


Cleaning Data

  • Cleaning Operations
  • Filtering Values
  • Cleaning with Calculated Fields
  • Editing and Grouping Values
  • Converting Dates
  • Reviewing Recorded Changes


Combining Data

  • Unions
  • Fixing Mismatched Fields
  • Wildcard Unions
  • Joins
  • Different Join Types
  • Creating and Configuring Joins
  • Evaluating Join Results


Shaping Data

  • Creating and Configuring Pivots
  • Evaluating Pivot Results
  • Creating and Configuring Aggregations
  • Evaluating Aggregation Results


Previewing and Sharing Data

  • Previewing Data Preparation Results
  • Creating Output Files
  • Write to External Database
  • Incremental Refresh
  • Running and Publishing Output Files


Data Sampling

  • Sampling
  • Sampling and Data Distribution
  • Previewing Sample Data
  • Output Files for Sampled Data


Data Preparation

  • Determining Data Preparation Steps
  • Data Preparation Checklist
  • Data Preparation Process: Detailed Example