Tableau Prep Training

Exploring Tableau Prep

• Understanding Tableau Products
• Tableau User Roles
• What is Tableau Prep?
• The Start Page
• Opening an Existing Flow
• Tableau Prep Workspace
• Visual Dictionary
• Basic Steps of Data Preparation

Connecting to Data

• Connecting to Data
• Types of Data Sources
• Adding a Connection
• Initial SQL
• Accessing Data in PDFs
• The Input Pane
• The Data Interpreter
• Key for the Data Interpreter
• Editing or Removing a Connection
• Replacing a Data Connection
• Starting a New Flow
• Saving a Flow

The Input Step

• What is the Input Step?
• Input Step Cleaning
  • Hiding Fields
  • Removing Unwanted Fields
  • Filtering
  • Renaming Fields
  • Changing Data Types
• Including Row Numbers
• Changes Tab
• Settings Tab
• Data Sample Tab
• Sampling Methods
• Tables Tab
• Union Multiple Tables
• Understanding Linked Keys and Joining Data
• Refreshing Data

Examining the Data

• Understanding Steps
• Step Types
• Adding or Inserting Steps
• Adding a Clean Step
• The Profile Pane
• The Toolbar
• Size and Value Details
• Nulls, Outliers, and Unexpected Values
• Distribution of Values or Unique Values
• Searching for Fields and Values
• Editing, Sorting, and Filtering Values
• Reordering Fields (Moving Profile Cards)
• Highlighting
• Changing Data Types
• Using and Adding Data Roles
• Basics of Data Preparatiion

Cleaning (Clean Step)

• Adding a Clean Step
• Using Smart Recommendations
• Applying Cleaning Operations
• Cleaning Options
• Quick Cleaning Operations: Strings
• Quick Cleaning Operations: Dates
• Viewing Your Changes
• Order of Operations
• Renaming Fields in Bulk
• Merging Fields
• Grouping Values
• Mapping Multiple Values to a Single Selected Field
• Creating a Group by Selecting Multiple Values
• Adding Values Not in the Group
• Using Fuzzy Match
• Pausing Updates

Integration (Join and Union Steps)

• Combining Data
• Union
• Join
• Join Types
• Joining Tables
• Common Join Issues

Transformation

• Filtering Methods
• The Aggregate Step
• Aggregating or Grouping Data
• The Pivot Step and Calculated Fields
• Pivoting Data
  • The Pivot Step
  • Pivoting Columns to Rows
  • Pivoting Rows to Columns
• Calculated Fields
  • Calculating Level of Detail
  • Using Calculation Editor and Visual Calculation Editor
  • Calculating Rank or Row Number
  • Ranking Information
  • Creating a Rank Calculation
  • Tile Calculations
  • Using Multi-Row Calculations
• New Rows Step
• Using Parameters in Flows
  • Creating a Parameter
  • Using a Parameter

The Output Step

• Saving or Packaging Flows
• Viewing Flow Output in Tableau Desktop
• Understanding .hyper
• The Output Step
• Creating Extracts
• Saving to External Databases
• Creating Published Data Sources
• Refreshing Data
• Reusable Flow Steps

Organizing the Flow

• Reorganizing the Flow Layout
• Moving Steps
• Grouping Steps
• Removing Steps
• Adding Descriptions to Flow Steps and Change Entries
• Using Flow Navigator

Before Taking this Class

Participants should have a basic understanding of data concepts such as tables, fields, and data types. Familiarity with Tableau Desktop is helpful but not required. No prior experience with Tableau Prep is necessary.

Software/Setup For this Class

Tableau Prep