Cleaning, Transforming and Prepping Your Data With Tableau Prep

Course details

Very rarely is data perfectly ready for visualization. Tableau Prep is a visual data preparation tool that allows you to get to data analysis faster by enabling the quick cleaning, reshaping, and prepping of data—using the same drag-and-drop paradigm as Tableau Desktop. This course shows exactly how to use Tableau Prep for data preparation. Instructor Matt Francis show how to connect to multiple data sources and combine them into a single source of data using joins and unions. Then learn how to filter, split, and rename data and how to pivot data to convert wide data into the tall data that Tableau Desktop prefers. Matt also shows how to sample data, adjust sampling size, and preview and share your final output with Tableau Desktop. The training wraps up with some example flows that show Tableau Prep in action. By the end of the course, you will have learned the skills to make Tableau Prep an essential part of your Tableau data viz process.

Learning objectives
The data prep cycle
Connecting to data
Examining data in the preview pane
Cleaning data
Combining data using joins and unions
Reshaping and pivoting data
Previewing and sharing data
Data sampling to improve performance

Concepts

0. Introduction

01 - Why use Tableau Prep before jumping into Tableau Desktop
02 - Software setup

1. Introduction to Tableau Prep

03 - Introducing the analytic cycle
04 - What is Tableau Prep
05 - A tour of the Tableau Prep workspace
06 - Tableau anatomy

2. Connecting to Data

07 - Connecting to a data source
08 - Using the data interpreter
09 - Connecting to multiple files
10 - Configuring the data input process
11 - Challenge 1 - Connecting files and configuring data inputs
12 - Solution 1 - Connecting files and configuring data inputs

3. Exploring Your Data

13 - Using the Profile pane
14 - Examine the distribution of the data
15 - Examine row-level data in the data grid
16 - How to search and sort
17 - Challenge 2 - Exploring the data
18 - Solution 2 - Exploring the data

4. Cleaning Your Data

19 - Splitting fields into new ones
20 - Removing and renaming fields
21 - Cleaning data using calculated fields
22 - Filtering data
23 - Grouping values
24 - Replacing values
25 - Keeping track of changes
26 - Challenge 3 - Cleaning data
27 - Solution 3 - Cleaning data

5. Combining Your Data

28 - Merging data using unions
29 - Union data using wildcards
30 - Correcting mismatched fields
31 - Explaining the different join types
32 - Creating joins
33 - Correcting join errors
34 - Challenge 4 - Combining data
35 - Solution 4 - Combining data

6. Reshaping Your Data

36 - Reshaping using pivots
37 - Aggregating data
38 - Challenge 5 - Aggregate data
39 - Solution 5 - Aggregate data

7. Sampling Your Data

40 - Sampling your data
41 - Sampling options
42 - Challenge 6 - Data sampling
43 - Solution 6 - Data sampling

8. Previewing and Sharing Your Data

44 - Preview the flow in Tableau Desktop
45 - Creating output files
46 - Challenge 7 - Generating a flow output
47 - Solution 7 - Generating a flow output

9. Example Flows

48 - Flight delays
49 - World indicators
50 - Superstore
51 - Minimum wage

Conclusion

52 - Next steps