Course Outline
Introduction
Introduction to Tableau Prep Builder
- Definition and purpose of Tableau Prep Builder
- Core capabilities and advantages for data processing
- Interface layout and navigation controls
The Function of Prep Builder within the Tableau Environment
- Integration with Tableau Desktop and Tableau Server
- Positioning in data analysis and visualization workflows
Categories of Data Connectivity
- Establishing links to cloud-based data sources (e.g., Google Sheets, AWS)
- Linking to local files (e.g., Excel, CSV, databases)
- Recognizing various data structures and storage methods
Administration of Data Connections
- Setting up data storage preferences
- Distinguishing between live and extracted data connections
Data Cleansing and Structuring
- Recognizing and processing null values and absent data
- Dividing, re-titling, and integrating fields
- Applying filters and grouping records for examination
Foundational Data Modifications
- Executing pivots, unpivots, and summary calculations
- Carrying out joins and unions across datasets
- Utilizing the Data Interpreter for automated cleanup
Integrating Data from Diverse Sources
- Joining data across distinct formats (cloud, local, databases)
- Blending and merging datasets effectively
- Executing full, inner, left, and right join operations
Advanced Integration Methods
- Employing relationships to associate datasets
- Differentiating between join and blend operations
Generation of Calculated Fields
- Foundational calculations (arithmetic, string, and date functions)
- Logical functions (IF, CASE) for data manipulation
Execution of Data Operations
- Summarizing data (sum, average, min, max)
- Developing dynamic calculated fields and applying them to datasets
- Custom calculations based on specific requirements
Publication to Tableau Server and Tableau Online
- Procedure for publishing processed data for examination
- Scheduling updates for published data
Administration of Data Refreshes
- Updating data sources in Tableau Prep Builder
- Automating workflow updates and executing scripts
Understanding Geospatial Data
- Geographic roles in Tableau (Country, City, Postal Codes, etc.)
- Preparing data for mapping (latitude/longitude data, geocoding)
Construction of Basic Maps
- Creating simple maps with geospatial data
- Customizing map visuals (color, size, detail)
Utilization of Map Layers
- Adding data layers to maps for deeper insights
- Creating map interactions and filters
Working with Custom Geographies
- Importing custom shape files (e.g., regional or demographic data)
- Plotting data using non-standard geographic divisions
Creation of Filled Maps and Density Maps
- Visualizing data density across regions
- Creating filled geographic maps based on specific fields
Advanced Mapping Features
- Creating dual-axis maps for enhanced insights
- Using map layers and filters to create interactive geographic visualizations
Practical Data Preparation and Map Construction
- Combining data from cloud sources and transforming it
- Creating calculated fields and operations in Prep Builder
- Building a comprehensive map dashboard using prepared data
Case Studies and Practical Scenarios
- Solving business challenges using Tableau Prep and maps
- Building a data pipeline from connection to visualization
Summary and Next Steps
Requirements
- Basic understanding of data concepts, including data formats (e.g., CSV, Excel) and storage
- Proficiency in using a computer and navigating software interfaces
Audience
- Data analysts
Testimonials (2)
The joyful atmosphere, the openness of the knowledgeable trainer who offered us a lot of tips and tricks.
Ionut - MOLSONCOORS GLOBAL BUSINESS SERVICES SRL
Course - From Tableau Beginners to Advanced User
The Practice, I created a dashboard is super easy, once time understand the subjects.
