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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
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €6840 online delivery, based on a group of 2 delegates, €2160 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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