Tableau Prep Training Overview
Accelebrate's Tableau Data Prep training course teaches participants how to use Tableau Prep Builder, a Tableau product for data preparation, such as cleaning and shaping to analyze data correctly. Attendees learn how to use the Tableau data model, connect to data sources using the connection pane, and format and transform data sets for analysis. By the end of this course, students will confidently use Tableau’s data preparation tools to prepare their data for visualization and analysis.
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- 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.
Outline
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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
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
If you missed our free, live Tableau Prep: Get Your Data Cleaned and Prepared for Maximum Benefit in Tableau you can still view the recorded version here:
