Course Outline
Introduction
Overview of Tableau Prep Builder
- Definition and purpose of Tableau Prep Builder
- Primary capabilities and advantages for data preparation workflows
- System interface and navigation guidelines
Role of Prep Builder Within the Tableau Architecture
- Synergy with Tableau Desktop and Tableau Server environments
- Function within the broader data analysis and visualization lifecycle
Data Connection Methodologies
- Establishing links to cloud-based repositories (e.g., Google Sheets, AWS)
- Connecting to local file formats (Excel, CSV, database systems)
- Evaluating data formats and storage architectures
Administration of Data Connections
- Configuring data storage parameters
- Distinguishing between live connections and extracted data snapshots
Data Cleansing and Structuring
- Detection and remediation of null values and incomplete records
- Operations for splitting, renaming, and merging fields
- Application of filters and grouping mechanisms to facilitate analysis
Fundamental Data Transformations
- Execution of pivoting, unpivoting, and aggregation processes
- Conducting joins and unions across distinct datasets
- Leverage the Data Interpreter feature for automated data cleanup
Integration of Multiple Data Sources
- Joining data from heterogeneous formats (cloud, local, database)
- Effective strategies for blending and merging datasets
- Implementation of full, inner, left, and right join types
Complex Integration Techniques
- Utilization of relationships to link disparate datasets
- Differentiation between join and blend methodologies
Development of Calculated Fields
- Fundamental calculations including arithmetic, string manipulation, and date functions
- Logical functions (IF, CASE) for structured data manipulation
Data Processing Operations
- Data aggregation techniques (sum, average, minimum, maximum)
- Development of dynamic calculated fields and their application to datasets
- Custom calculations tailored to specific operational requirements
Publishing to Tableau Server and Tableau Online
- Procedures for publishing prepared data for analytical review
- Scheduling automated updates for published datasets
Administration of Data Updates
- Refreshing data sources within the Tableau Prep Builder environment
- Automating workflow updates and executing associated scripts
Comprehension of Geographic Data
- Assignment of geographic roles in Tableau (Country, City, Postal Codes, etc.)
- Data preparation for mapping applications (latitude/longitude coordinates, geocoding)
Construction of Basic Maps
- Generation of fundamental maps utilizing geographic data
- Customization of map visual attributes (color, scale, detail level)
Utilization of Map Layers
- Incorporation of additional data layers into maps to enhance analytical depth
- Development of map interactions and filter mechanisms
Management of Custom Geographies
- Importation of custom shape files (e.g., regional or demographic boundaries)
- Plotting data against non-standard geographic divisions
Development of Filled Maps and Density Visualizations
- Visualization of data density across specified regions
- Generation of filled geographic maps based on targeted fields
Advanced Mapping Capabilities
- Construction of dual-axis maps to support complex insights
- Application of map layers and filters to produce interactive geographic visualizations
Practical Application: Data Preparation and Mapping
- Integration of data from cloud sources and execution of transformations
- Development of calculated fields and operational logic in Prep Builder
- Construction of a comprehensive map dashboard using prepared data
Case Studies and Operational Applications
- Resolution of business challenges through Tableau Prep and mapping tools
- Development of end-to-end data pipelines from connection to visualization
Summary and Next Steps
Requirements
- Fundamental understanding of data principles, such as file structures (e.g., CSV, Excel) and storage mechanisms
- Proficiency in computer operation and navigation of software applications
Audience
- Data analysts seeking resources designed for government professionals
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.
