Course Description
This two-day Tableau Prep training is designed to provide you with the tools and knowledge of how to prepare and shape data in Tableau Prep. Discover how to prepare your data for analysis as a Creator using Tableau Prep Builder. In this 2-day instructor-led course, learn how to connect, clean, combine and shape data, and output prepared data for analysis in Tableau Desktop or on a Tableau site.
This Tableau course includes a course manual containing key concepts on each topic covered and hands-on activities to reinforce the skills and knowledge attained. It also includes a digital student resources folder containing Tableau Desktop workbooks, Tableau Prep flows, and data sources to support the hands-on activities.
Course Outcomes
At the end of the course, learners will be able to:
- Understand what data works best with Tableau Desktop and how to shape and clean it appropriately to get maximum flexibility from Tableau Desktop.
- Learn how Tableau Prep folds into the analytic cycle, and when to prep data in Tableau Prep vs. Tableau Desktop.
- Understand the terminology used in Tableau Prep.
- Know how Tableau Prep approaches data sampling.
- Create and understand data prep flows that address common scenarios encountered in data preparation, as applied to common data use cases
- Know how to view data prepared in Tableau Prep using Tableau Desktop.
- Understand data exploration and validation in Tableau Prep and Tableau Desktop
Course Summary
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| Prerequisites |
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| Audience | This is a technical course designed for Tableau Data Analysts who are responsible for managing data with Tableau Prep Builder. You should have at least three months of experience creating calculations in Tableau with a Tableau Creator license. |
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| Tableau Training Support | Yes, our certified Tableau trainers will be available for additional questions once you start working on your own data and dashboards. |
Course Modules
Introduction to Tableau Prep Builder
- Implement Data Preparation and the Analytic Cycle
- Navigate Tableau Prep Builder
- Describe the Tableau Prep Builder Workspace
- Flow Pane Steps
- Prep Your Data
Data Connection and Exploration
- Connect to Data
- Interpret Data
- Configure Data for Input
- Explore the Data
- Distribute Data
Data Cleansing
- Conduct Cleaning Operations
- Facilitate Quick-Cleaning Operations for String Fields
- Enable Quick-Cleaning Operations for Date Fields
- Filter Values
- Clean with Calculated Fields
- Edit and Group Values
- Create and Use Parameters
- Review Recorded Changes
Data Combination
- Create Unions
- Evaluate Union Results
- Fix Mismatched Fields
- Generate Wildcard Unions
- Implement Joins
- Define Join Types
- Create and Configure Joins
- Evaluate Join Results
