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Tableau Prep Foundations (Beginner - Pacific Time)


About This Class

Tableau Prep Foundations is a class that we’ve put together for anyone who wants to analyse 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

This class is broken into four, 4-hour sessions.

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

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

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

  • Day Four, 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 four half-days of virtual instruction, attendees will walk away with:

  • A 150+ page Digital Manual

  • Data files to revisit the concepts and practices.

  • Access to class recordings for two weeks

Class Agenda:

Tableau Prep Background

  • File Types

  • Connecting to Data

  • Exploring Your Data

  • Editing the Metadata

  • Filtering Methods

  • Grouping Methods

  • Sharing Your Work

Calculations

  • String Functions

  • Logic Functions

  • Date Functions

  • Level of Detail Expressions

  • Rank

  • Multi-Row Formulas

  • Fill Down

  • New Rows

  • Tiles

  • Parameters

Understand Data Preparation

  • Tableau's Preferred Data Structure

  • Working With Fact and Dimension Database Tables

  • Standard Joins

  • Unmatched Joins

  • Unions

  • Pivots

  • Unpivots

Common Issues

  • Reducing Rows and Columns

  • Aggregating Data

  • Refreshing Data Sources

  • Join Type Mismatches

  • Duplicated Data

  • Data Sampling

    Sharing Your Work

    • Publishing Locally

    • Publishing to Server

    • Using Tableau Prep on Server/Cloud

    • Automating Tableau Prep Flows

    Real-World Scenarios

    • Preparing Messy Crosstab Data

    • Business Services

    • Freight Analysis

    • Patient Wait Times

Requirements:

  • A Computer

  • A Reliable Internet Connection

  • Tableau Prep 2020.1 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.

Eric Parker

Eric has been teaching Tableau and Alteryx since 2014. He teaches all of Tableau’s Desktop classes and has helped thousands of students solve their most pressing problems.


What people are saying about OneNumber and trainer Eric Parker:

"After spending a couple days working with OneNumber, we are months, no, lightyears ahead of where we would be otherwise." - A OneNumber client to their CEO.

"Eric is one of the best instructors that I have ever had. Everything was paced very well and the content was extremely valuable. Personable, helpful and patient. Willing to explore with us students and excited about using Tableau, like we are!" -A Former Student