Course Outline
Introduction
Overview of Tableau Prep Builder
- Defining Tableau Prep Builder
- Core features and benefits for data preparation
- Interface navigation and layout
Positioning Prep Builder within the Tableau Ecosystem
- Integration with Tableau Desktop and Tableau Server
- Workflow dynamics in data analysis and visualization
Categorizing Data Connections
- Connecting to cloud-based sources (e.g., Google Sheets, AWS)
- Linking to local files (Excel, CSV, databases)
- Recognizing various data formats and storage types
Administering Data Connections
- Setting up data storage configurations
- Managing live versus extracted data connections
Data Cleaning and Shaping
- Identifying and resolving null values and missing data
- Splitting, renaming, and merging fields
- Applying filters and grouping data for analytical purposes
Foundational Data Transformations
- Implementing pivots, unpivots, and aggregations
- Executing joins and unions between datasets
- Leveraging the Data Interpreter for automated cleanup
Integrating Data from Multiple Origins
- Joining data across different formats (cloud, local, databases)
- Effectively blending and merging datasets
- Performing full, inner, left, and right joins
Advanced Combination Techniques
- Using relationships to link datasets
- Distinguishing between joins and blends
Developing Calculated Fields
- Basic calculations involving arithmetic, string, and date functions
- Logical functions (IF, CASE) for data manipulation
Executing Data Operations
- Aggregating data (sum, average, min, max)
- Creating and applying dynamic calculated fields to datasets
- Customizing calculations based on specific requirements
Publishing to Tableau Server and Tableau Online
- Steps for publishing prepared data for analysis
- Scheduling updates for published data
Overseeing Data Updates
- Refreshing data sources within Tableau Prep Builder
- Automating workflow updates and executing scripts
Comprehending Geographic Data
- Geographic roles in Tableau (Country, City, Postal Codes, etc.)
- Preparing data for mapping (latitude/longitude, geocoding)
Constructing Basic Maps
- Generating simple maps using geographic data
- Customizing map visuals (color, size, detail)
Leveraging Map Layers
- Incorporating data layers for deeper insights
- Establishing map interactions and filters
Handling Custom Geographies
- Importing custom shape files (e.g., regional or demographic data)
- Plotting data using non-standard geographic divisions
Developing Filled and Density Maps
- Visualizing data density across regions
- Creating filled geographic maps based on specific fields
Advanced Map Functionality
- Designing dual-axis maps for enhanced insights
- Utilizing map layers and filters to create interactive geographic visualizations
Practical Data Preparation and Map Construction
- Combining and transforming data from cloud sources
- Creating calculated fields and operations in Prep Builder
- Building a comprehensive map dashboard using prepared data
Case Studies and Real-World Applications
- Addressing business challenges using Tableau Prep and maps
- Building a data pipeline from connection to visualization
Summary and Future Directions
Requirements
- Fundamental understanding of data concepts, including formats (such as CSV, Excel) and storage mechanisms.
- Proficiency in using computers and navigating software interfaces.
Target 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.
