Tableau

Tableau Prep Introduction ISI-1537

  • 0 upcoming dates
  • $1,800 per seat

About this class

Focus on the most important and most often overlooked factor in a successful Tableau project data. Without a reliable data source, you will not achieve the results you hope for in Tableau. This course does more than teach the mechanics of data preparation. It teaches you: how to look at data in a new way, to recognize the most common issues that hinder analytics, and how to mitigate those factors one by one

This two-day, instructor-led course is designed to provide you with the tools and knowledge of how to prepare and shape data in Tableau Prep. It's best suited for people who have 3-6 months experience in Tableau Desktop and are somewhat familiar with writing calculations. Throughout the course, our instructors will take you from conceptual data preparation material to creating useful Tableau Prep flows that can be output to Tableau Desktop for analysis.

This class is for individuals responsible for accessing organizational data and transforming it for analysis in Tableau. Please call or email us for information on dedicated classes

What you'll be able to do

  • Recognize data sources that are good candidates for analytics in Tableau
  • Connect to local, server, and cloud-based data sources
  • Profile data to better understand its content and structure
  • Rename fields, adjust data types, group data points, and aggregate numeric data
  • Pivot data
  • Join data from local, server, and cloud-based sources for unified analytics
  • Review the steps and results of each phase of the Data Prep process
  • Output new data sources that can be reviewed in Tableau or any other analytics tool

Before you attend

Individuals should have at least 3 months of experience with Tableau or should have taken our Tableau Desktop Level 1: Introduction or have equivalent knowledge and skills.

Course outline

  1. Module 1What is ETL?

    • Estract
    • Transform
    • Load

  2. Module 2Introduction & Tableau Prep Builder

    • Tableau Prep Builder
    • Interface
    • Steps in Tableau Prep Builder
    • Features of a Workflow

  3. Module 3Input and Output

    • Connect to Microsoft Excel
    • Data Interpreter
    • Configuration Window
    • Data Sampling
    • Connect to Tableau Data Extract File
    • Connect to Text File
    • Other Features

  4. Module 4Data Cleaning

    • Profile Pane: An In-Depth Analysis
    • Functions
    • Tracking Changes
    • String Calculations

  5. Module 5Group and Replace

    • Automatic Group and Replace Functions
    • Manual Grouping
    • Examples

  6. Module 6Aggregation and Pivot

    • Aggregations
    • Aggregation Functions
    • Group By
    • Examples
    • Pivot

  7. Module 7Joins and Unions

    • Join
    • Types of Joins
    • Example
    • Union
    • Example

  8. Module 8Tableau Prep Builder Conductor

    • Tableau Prep Builder Conductor

Download the full outline (PDF)

Run this for a team

Private cohorts run on your dates, at your site or online, with the labs pointed at your environment. Above about four people it usually costs less than buying seats.

Or call 916-920-1700, weekdays 8 to 5 Pacific.

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