Tableau Prep Foundations is a class that we’ve put together for anyone who wants to analyze their data in Tableau but:

  • Your data is too messy

  • You can't get the data formatted the way you want

  • You don't really know how to prepare data

Join us as we explore the foundational concepts behind Tableau's newest tool, Tableau Prep. We'll discuss how it will help you get your foot in the door to do more robust data preparation work. Save hours per week that you spend doing manual, repetitive data preparation and get out ahead of the curve using this powerful tool.

Timing

Day One, 8:30 am to 12:30 pm (Pacific Time)

Day Two, 8:30 am to 12:30 pm (Pacific Time)

Where will this be hosted?

  • This training will be hosted virtually and meeting links will be sent upon registration.

What will you get?

In addition to two half-days of virtual instruction, attendees will walk away with:

  • A 100+ page Digital Manual

  • Data files to revisit the concepts and practices.

Class Agenda:

  1. Tableau Prep Background

  • Connecting to Data

  • First Steps

  • Editing the Metadata

  • Calculations in Tableau Prep

  • File Types

2. Understand Data Preparation

  • Tableau's Preferred Data Source

  • Fact and Dimension Tables

  • Joins

  • Unions

  • Pivots

3. Common Issues

  • Reducing Rows and Columns

  • Pre-Aggregating Data

  • Refreshing Data Sources

  • Join Type Mismatches

  • Typos

  • Sharing Your York

  • Publishing Locally

  • Publishing to Server

Requirements:

  • A Computer

  • A Reliable Internet Connection

  • Tableau Prep 2018.1 or Later

  • An External Monitor (strongly recommended for optimal experience)

Prerequisites:

Basic understanding of Tableau. You should be able to do the following:

  • Connect to a data source.

  • Understand the difference between measures and dimensions.

  • Build a basic dashboard.