How to Automate a Tableau Prep Flow

By: Eric Parker

Eric Parker lives in Seattle and has been teaching Tableau and Alteryx since 2014. He's helped thousands of students solve their most pressing problems. If you have a question, feel free to reach out to him directly via email. You can follow him on LinkedIn or sign up for a Tableau Office Hour to work with him directly!

Tableau Prep is a powerful tool for cleaning, structuring and preparing data for analysis in Tableau Desktop. The Tableau Prep Builder software provides the ability to create data workflows which can be run manually. That's fine when data is updated infrequently, but it doesn't work well when data needs to be refreshed every day or every hour.

The good news is that you can set up your Tableau Prep Flows to run automatically! It's going to require pointing the output to Tableau Server, publishing the flow to Tableau Server, and connecting your Tableau Workbooks to the Server-based data source.

Ready to turn your hard work in Tableau Prep into an automated workflow? Check out this video to learn the key steps!

Want to learn more about Google Sheets Import functions? Check out our video here!

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