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Course Overview
Discover how to prepare your data for analysis with 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.
Who Should Attend
- This course is designed for analysts, business users, and consultants who are responsible for managing data with Tableau Prep Builder. Students should have at least three months of experience creating calculations in Tableau.
Course Objectives
- Prepare your data for analysis in Tableau visualizations.
- Apply quick-cleaning operations to fields and field values.
- Clean data with calculated fields, filters, and grouping options.
- Combine data using joins and unions.
- Shape data using pivots and aggregations.
- Validate your data preparation work.
- Generate outputs.
- Leverage the data sampling functionality of Tableau Prep Builder.
- Apply the range of available data preparation techniques to flows that address real-world scenarios.
Course Outline
1. 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
2. Data Connection and Exploration
- Connect to Data
- Interpret Data
- Configure Data for Input
- Explore the Data
- Distribute Data
3. 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
4. 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
5. Data Shaping
- Create and Configure Pivots
- Generate Columns to Rows Pivots
- Pivot Using Wildcard Search
- Build Rows to Columns Pivots
- Evaluate Pivot Results
- Create and Configure Aggregations
6. Data Previews and Sharing
- Preview Data Preparation Results
- Create Outputs
- Run Outputs
- Conduct an Incremental Refresh
- Write to External Database
7. Data Sampling
- Sample Data
- Distribute Sampling and Data
- Preview Sample Data
- Determine Outputs for Sampled Data
8. Data Preparation
- Determine Data Preparation Steps
- Follow the Data Preparation Checklist
- Explore Real-World Data Preparation Scenarios