Intro to Tableau Prep
5h 34mBeginner2024-09-09
Authors

Maven Analytics

Dustin Cabral
Course details
Tableau Prep is a self-service data preparation tool, with visual and intuitive tools for combining, shaping, and cleaning raw data for analysis. This course explores each stage of the Tableau Prep workflow: connecting to sources, examining and filtering data, applying operations and custom calculations, joining and pivoting tables, sharing data outputs, and more. Throughout the course, you’ll be playing the role of data analyst for Maven Charter Schools, an up-and-coming private institution. Your role is to use Tableau Prep, and the skills you learn throughout the course, to prepare data from a variety of sources, including teacher pay, SAT scores, and graduation rates. You'll learn how to connect and configure sources; apply operations for grouping, splitting, and cleaning data; create custom LOD and analytic calculations; and use tools to join, aggregate, and transform tables. Finally, you'll review options for saving, updating, and publishing data outputs, along with tools to automate and share workflows with Tableau Prep.
Learning objectives
Leverage basic Tableau Prep functionalities, including input, clean, join, aggregate, pivot, join, union, and output steps.
Utilize common Tableau Prep tools for cleaning fields, including filter, clean, group, and duplicate actions.
Deploy common data calculation functions, including fixed LODs, rank, analytic, logical, date, and string.
Identify use cases for combining data using joins, unions, and merges.
Use data transformation tools, including aggregate and pivot steps, with an understanding of their impact on data structure.
Analyze and interpret key Tableau Prep output types such as local files, published data sources, and database ingestion.
Learning objectives
Leverage basic Tableau Prep functionalities, including input, clean, join, aggregate, pivot, join, union, and output steps.
Utilize common Tableau Prep tools for cleaning fields, including filter, clean, group, and duplicate actions.
Deploy common data calculation functions, including fixed LODs, rank, analytic, logical, date, and string.
Identify use cases for combining data using joins, unions, and merges.
Use data transformation tools, including aggregate and pivot steps, with an understanding of their impact on data structure.
Analyze and interpret key Tableau Prep output types such as local files, published data sources, and database ingestion.
Skills covered
TableauTableau SoftwareData VisualizationBusiness AnalyticsData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsOne-Off
Concepts
Getting Started
- 01 - Course structure and outline
- 02 - Introducing the course project
- 03 - Setting expectations
1. Introducing Tableau Prep
- 04 - Meet Tableau Prep
- 05 - Tableau user roles
- 06 - Downloading Tableau Prep
- 07 - Tableau Prep workspace
- 08 - Visual dictionary
- 09 - Example flow diagram
- 10 - Pro tip - Data design
2. Connecting to Data
- 11 - Connecting to data
- 12 - Data connection types
- 13 - Data connection examples
- 14 - Wildcard Unions
- 15 - Pro tip - Input joins
- 16 - Input cleaning
- 17 - Text configuration
- 18 - Data sampling
- 19 - Refreshing data
- 20 - Assignment - Connecting to data
- 21 - Solution - Connecting to data
3. Examining and Filtering
- 22 - Examining and filtering
- 23 - Data types and sizes
- 24 - Value distribution
- 25 - Finding fields and values
- 26 - Sorting and moving profile cards
- 27 - Highlighting
- 28 - Filtering methods
- 29 - Assignment - Examining and filtering
- 30 - Solution - Examining and filtering
4. Operations and Calculations
- 31 - Operations and calculations
- 32 - Value and field operations
- 33 - Clean step layouts
- 34 - Pro Tip - Pausing data updates
- 35 - Value operations
- 36 - Value operations Clean
- 37 - Value operations Manual grouping
- 38 - Value operations Automatic grouping
- 39 - Value operations Split values
- 40 - Value operations Edit
- 41 - Value operations Convert dates
- 42 - Field operations Field types
- 43 - Field operations Data roles
- 44 - Field operations Cleaning
- 45 - Calculated fields
- 46 - Level of detail calculations
- 47 - Analytic calculations Rank
- 48 - Pro tip - Copy and paste
- 49 - Pro tip - Reusable flow steps
- 50 - Assignment - Operations and calculations
- 51 - Solution - Operations and calculations
5. Combining and Pivoting
- 52 - Combining and pivoting
- 53 - Combine data Union
- 54 - Union results and common issues
- 55 - Combine data Aggregate
- 56 - Combine data Join
- 57 - Join results and common issues
- 58 - Pivot
- 59 - Pro tip - Organize your flow
- 60 - Assignment - Combining and Pivoting
- 61 - Solution - Combining and Pivoting
6. Sharing and Updating
- 62 - Sharing and Updating
- 63 - Saving flows
- 64 - Pro tip - Preview in desktop
- 65 - Creating local extracts
- 66 - Saving to external databases
- 67 - Creating published data sources
- 68 - Preview - Tableau Prep conductor
- 69 - Assignment - Sharing and updating
- 70 - Solution - Sharing and updating