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Course Overview
Data preparation often takes up to 80% of a data analyst’s time, leaving less room for meaningful analysis. Tableau Prep Training changes that by teaching you how to quickly combine, shape, and clean data for analysis in Tableau.
Through guided, hands-on exercises, you’ll learn to streamline data preparation tasks, automate workflows, and ensure your datasets are accurate and analysis-ready. By the end, you’ll be able to save time, reduce errors, and create trusted data flows that fuel better business decisions.
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
This course equips you with the practical skills needed to clean, combine, and shape data efficiently in Tableau Prep Builder, so you can focus on analysis instead of wrangling messy datasets.
- Prepare and clean data using quick-cleaning operations, filters, and calculated fields
- Combine data sources effectively with unions, joins, and grouping
- Shape data through pivots and aggregations for deeper analysis
- Validate preparation steps and generate outputs ready for Tableau dashboards
- Apply real-world data preparation techniques to streamline workflows and improve accuracy
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