Tableau Prep

Course Number:


This two-day hands-on course will teach you how to use Tableau Prep, Tableau’s data preparation, data cleansing, and ETL tool.  In this course, you will learn how to get your data in the right format for optimal efficiency while in Tableau itself.


Course Duration:
2 Days


Prior experience using Tableau, joining data in Tableau, and working with calculations

Course Objectives:
Course Outline:

Introduction to the 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

How to create workflows

Preferred data structures in Tableau

Cleaning data

Shaping data

Combining data

Joining and unioning data

Opening a data sample and creating an output file

Best practices for data preparation

Complex flows

Exporting to various Tableau formats

Validating results

At the end of the course, students will be able to overcome many of their thorniest data cleaning and preparation issues, enabling their Tableau analysis and visualization process to be smoother and easier.  In some cases, it can replace or ease data prep challenges being solved in other ways currently, such as using SAS for ETL processes or waiting long periods of time for IT to get the data just so, or doing a lot of manual rework in Excel.

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