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.

Proposed Timing (16 Hours)

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

  • A 180+ page Digital Manual

  • Data files to revisit the concepts and practices.

  • Access to class recordings for two weeks after class

Class Agenda:

  1. Tableau Prep Background

  • File Types

  • Connecting to Data

  • Exploring Your Data

  • Cleaning Values

  • Filtering

  • Grouping

  • Documenting and Annotating

  • Sharing Your Work

  • First Steps

  • Editing the Metadata

  • Calculations in Tableau Prep

2. Calculations

  • Logic Functions

  • String Functions

  • Date Functions

  • Rank Calculations

  • FIXED LOD Expressions

  • Multi-Row Formulas

  • Fill Down Calculations

  • Calculating Tiles

  • Parameters

  • New Rows

3. Combining Data

  • Tableau's Preferred Data Source

  • Fact and Dimension Tables

  • Standard Joins

  • Unmatched Joins

  • Unions

  • Pivots

  • Data Scaffolding

4. Shaping Data

  • Pivots

  • Unpivoting Data

  • Reducing Rows and Columns

  • Aggregating Data

  • Advanced Aggregation

5. Common Issues

  • Can’t Find Field Error

  • Refreshing Data Sources

  • Join Type Mismatches

  • Duplicated Data

  • Data Sampling

  • Tableau Prep on Cloud and Server

    6. Real World Scenarios

  • Preparing Messy Crosstab Data

  • Business Services

  • 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.