Tableau Prep Training

2 days (10:00 AM - 5:00 PM Eastern)


Register for a live online class.


Subjects Covered


Setup Requirements


Course Details

Tableau Prep Builder provides a modern approach to data preparation, making it easier and faster to combine, shape, and clean data for analysis within Tableau. By providing a visual and direct path to prep your data, you can get your hands on quality data in just a few clicks.

In this course, you learn how to connect to data on-premises or in the cloud, whether it’s a database or a spreadsheet, and how to access, combine, and clean disparate data without writing code. 

Subjects Covered


  • What is Tableau Prep?
  • Tableau User Roles
  • Installing Tableau Prep
  • Tableau Prep Workspace
  • Visual Dictionary

Connecting to Data

  • Basics of Data Preparation
  • Connecting to Data
  • Data Connection Types
  • Wildcard Unions
  • Input Cleaning
  • Text Configuration
  • Data Sampling
  • Refreshing Data

Examining & Filtering

  • Data Types & Sizes
  • Value Distribution
  • Finding Fields & Values
  • Sorting & Moving Profile Cards
  • Highlighting
  • Filtering Methods

Operations & Calculations

  • Value & Field Operations
  • Clean Step Layouts
  • Value Operations
    • Clean
    • Manual Grouping
    • Automatic Grouping
    • Split Values
    • Edit
    • Convert Dates
    • Field Types
    • Data Roles
    • Cleaning
  • Calculated Fields
  • Level of Detail Calculations
  • Analytic Calculations
    • Rank


Combining & Pivoting

  • Combine Data
    • Union
    • Aggregate
    • Join
  • Pivot

Sharing & Updating

  • Saving Flows
  • Creating Local Extracts
  • Saving to External Databases
  • Creating Published Data Sources

Recap: Creating Data Flows

  • The Input Step
  • The Profile Pane
  • The Cleaning Step
  • Group & Replace
  • The Output Step
  • The Pivot Step & Calculated Fields
  • The Aggregate Step
  • The Union Step
  • The Join Step


Before Taking this Class


Setup Requirements

Software/Setup For this Class

Tableau Prep

Onsite Training

Do you have five (5) or more people needing this class and want us to deliver it at your location?