Job Role

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

Duration

In-Person: 2 Day(s)
Virtual: 2 or 5 Day(s)

Overview

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.

 

 

Prerequisites

 

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.
     

Prework

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