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Tableau Data Prep

Skills Gained Use Tableau Prep Overcome many of their thorniest data cleaning and preparation issues Enable their Tableau analysis and visualization process to be smoother and easier Ease data prep...

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Course Code TAB-108
Duration 2 days
Available Formats Classroom

Skills Gained

  • Use Tableau Prep
  • Overcome many of their thorniest data cleaning and preparation issues
  • Enable their Tableau analysis and visualization process to be smoother and easier
  • Ease data prep challenges

Prerequisites

All students should have prior experience using Tableau, joining data in Tableau, and working with calculations.

Course Details

Training Materials

All Tableau training students receive comprehensive courseware.

Software Requirements

  • Tableau Desktop and Tableau Prep
  • Microsoft Excel 2016 or later
  • Internet access
  • Related data and lab files that Accelebrate would provide

Outline

  • Introduction
  • Preferred structure and layout of data in Tableau 
  • Introduction to the Tableau Prep workspace 
  • Data cleansing and preparation concepts, such as joins, unions, wildcard matches, fuzzy matching, and addressing nulls, irregularities and outliers 
  • When to do your data preparation in Tableau Prep vs. the normal Tableau Desktop 
  • Understand data sampling 
  • Connecting to and configuring data 
  • Exploring data 
  • Joining and unioning data 
  • Combining data 
  • Cleaning data 
    • Text replacement 
    • Removing punctuation, trimming extraneous whitespace, and other undesired characters 
    • Splitting fields 
    • Merging fields 
    • Addressing nulls 
    • Grouping and replacing values 
    • Text cleaning calculations 
  • Changing data types and data roles 
  • Filtering data 
    • Categorical filters 
    • Numeric filters 
    • Date filters 
  • Removing duplicates 
  • Shaping and pivoting data  
  • Aggregating Data 
  • Validating results 
  • Complex data cleaning tasks 
  • Best practices for data preparation and optimizing Tableau Prep 
  • Exporting to various Tableau formats and publishing to Tableau Server 
  • Automating Tableau Prep flows with Tableau Prep Conductor or the Command Line Interface (if desired) 
  • Conclusion