Course Outline

Introduction

Overview of Tableau Prep Builder

  • What is Tableau Prep Builder?
  • Key features and benefits for data preparation
  • Interface overview and navigation

Understanding the Role of Prep Builder in the Tableau Ecosystem

  • Integration with Tableau Desktop and Tableau Server
  • Workflow in data analysis and visualization

Types of Data Connections

  • Connecting to cloud-based data sources (Google Sheets, AWS, etc.)
  • Connecting to local files (Excel, CSV, databases)
  • Understanding different data formats and storage types

Managing Data Connections

  • Configuring data storage options
  • Handling live vs. extracted data connections

Cleaning and Shaping Data

  • Identifying and handling null values and missing data
  • Splitting, renaming, and merging fields
  • Applying filters and grouping data for analysis

Basic Data Transformations

  • Applying pivots, unpivots, and aggregations
  • Performing joins and unions between datasets
  • Using the Data Interpreter for automatic cleanup

Combining Data from Multiple Sources

  • Joining data across different formats (cloud, local, databases)
  • Blending and merging datasets effectively
  • Performing full, inner, left, and right joins

Advanced Combinations

  • Using relationships to link datasets
  • Understanding the differences between joins and blends

Creating Calculated Fields

  • Basic calculations (arithmetic, string, and date functions)
  • Logical functions (IF, CASE) for data manipulation

Performing Operations

  • Aggregating data (sum, average, min, max)
  • Creating dynamic calculated fields and applying them to datasets
  • Custom calculations based on specific requirements

Publishing to Tableau Server and Tableau Online

  • Steps to publish prepared data for analysis
  • Scheduling updates for published data

Managing Data Updates

  • Refreshing data sources in Tableau Prep Builder
  • Automating workflow updates and running scripts

Understanding Geographic Data

  • Geographic roles in Tableau (Country, City, Postal Codes, etc.)
  • Preparing data for mapping (latitude/longitude data, geocoding)

Building Basic Maps

  • Creating simple maps with geographic data
  • Customizing map visuals (color, size, detail)

Using Map Layers

  • Adding data layers to maps for deeper insights
  • Creating map interactions and filters

Working with Custom Geographies

  • Importing custom shape files (e.g., regional or demographic data)
  • Plotting data using non-standard geographic divisions

Creating Filled Maps and Density maps

  • Visualizing data density across regions
  • Creating filled geographic maps based on specific fields

Advanced Map Features

  • Creating dual-axis maps for enhanced insights
  • Using map layers and filters to create interactive geographic visualizations

Hands-on Data Preparation and Map Creation

  • Combining data from cloud sources and transforming it
  • Creating calculated fields and operations in Prep Builder
  • Building a comprehensive map dashboard using prepared data

Case Studies and Real-World Scenarios

  • Solving business challenges using Tableau Prep and maps
  • Building a data pipeline from connection to visualization

Summary and Next Steps

Requirements

  • Basic knowledge of data concepts, including data formats (e.g., CSV, Excel) and storage
  • Familiarity with using a computer and navigating software interfaces

Audience

  • Data analysts
 21 Hours

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