Course Outline
Introduction
Overview of Tableau Prep Builder
- Definition and purpose of Tableau Prep Builder.
- Key features and benefits for data preparation processes.
- Interface overview and navigation basics.
Understanding the Role of Prep Builder in the Tableau Ecosystem
- Integration with Tableau Desktop and Tableau Server.
- Workflow dynamics in data analysis and visualization.
Types of Data Connections
- Connecting to cloud-based data sources (e.g., Google Sheets, AWS).
- Connecting to local files (Excel, CSV, databases).
- Understanding various data formats and storage types.
Managing Data Connections
- Configuring data storage options.
- Distinguishing between and handling live vs. extracted data connections.
Cleaning and Shaping Data
- Identifying and addressing null values and missing data.
- Splitting, renaming, and merging fields.
- Applying filters and grouping data for focused analysis.
Basic Data Transformations
- Applying pivots, unpivots, and aggregations.
- Executing joins and unions between datasets.
- Utilizing the Data Interpreter for automated cleanup.
Combining Data from Multiple Sources
- Joining data across different formats (cloud, local, databases).
- Effectively blending and merging datasets.
- Performing full, inner, left, and right joins.
Advanced Combinations
- Using relationships to link datasets.
- Understanding the distinctions between joins and blends.
Creating Calculated Fields
- Basic calculations involving arithmetic, string, and date functions.
- Using logical functions (IF, CASE) for data manipulation.
Performing Operations
- Aggregating data (sum, average, min, max).
- Creating dynamic calculated fields and applying them to datasets.
- Developing custom calculations based on specific requirements.
Publishing to Tableau Server and Tableau Online
- Steps to publish prepared data for analysis.
- Scheduling updates for published data.
Managing Data Updates
- Refreshing data sources in Tableau Prep Builder.
- Automating workflow updates and executing scripts.
Understanding Geographic Data
- Geographic roles in Tableau (Country, City, Postal Codes, etc.).
- Preparing data for mapping (latitude/longitude data, geocoding).
Building Basic Maps
- Creating simple maps using geographic data.
- Customizing map visuals (color, size, detail).
Using 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.
Creating Filled Maps and Density Maps
- Visualizing data density across regions.
- Creating filled geographic maps based on specific fields.
Advanced Map Features
- Creating dual-axis maps for enhanced insights.
- Using map layers and filters to create interactive geographic visualizations.
Hands-on Data Preparation and Map Creation
- 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 Real-World Scenarios
- Solving business challenges using Tableau Prep and maps.
- Building a data pipeline from connection to visualization.
Summary and Next Steps
Requirements
- Foundational understanding of data concepts, including common data formats (such as CSV and Excel) and storage methods.
- General proficiency in computer usage 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.
