Cleaning, Transforming and Prepping Your Data With Tableau Prep

Learn to clean, transform, pivot, and prep data for visualization in Tableau Desktop with Tableau Prep.

Introduction

• Why use Tableau Prep before jumping into Tableau Desktop?
• Software setup

1. Introduction to Tableau Prep

• Introducing the analytic cycle
• What is Tableau Prep?
• A tour of the Tableau Prep workspace
• Tableau anatomy

2. Connecting to Data

• Connecting to a data source
• Using the data interpreter
• Connecting to multiple files
• Configuring the data input process
• Challenge 1: Connecting files and configuring data inputs
• Solution 1: Connecting files and configuring data inputs

3. Exploring Your Data

• Using the Profile pane
• Examine the distribution of the data
• Examine row-level data in the data grid
• How to search and sort
• Challenge 2: Exploring the data
• Solution 2: Exploring the data

4. Cleaning Your Data

• Splitting fields into new ones
• Removing and renaming fields
• Cleaning data using calculated fields
• Filtering data
• Grouping values
• Replacing values
• Keeping track of changes
• Challenge 3: Cleaning data
• Solution 3: Cleaning data

5. Combining Your Data

• Merging data using unions
• Union data using wildcards
• Correcting mismatched fields
• Explaining the different join types
• Creating joins
• Correcting join errors
• Challenge 4: Combining data
• Solution 4: Combining data

6. Reshaping Your Data

• Reshaping using pivots
• Aggregating data
• Challenge 5: Aggregate data
• Solution 5: Aggregate data

7. Sampling Your Data

• Sampling your data
• Sampling options
• Challenge 6: Data sampling
• Solution 6: Data sampling

8. Previewing and Sharing Your Data

• Preview the flow in Tableau Desktop
• Creating output files
• Challenge 7: Generating a flow output
• Solution 7: Generating a flow output

9. Example Flows

• Flight delays
• World indicators
• Superstore
• Minimum wage

Conclusion

• Next steps