Tableau Prep
Program Information
- 🎓 Delivery Method:
- On-site (available now, on demand)
- Remote (live, on demand)
- Online (self-paced, coming soon)
- ⏳ Duration:
- 2 days, 4 hours per day
- Custom options available for internal teams
- 🧩 Format:
- Interactive workshops
- Hands-on exercises
- 👨🎓 Maximum Participants:
- 12 per session (to ensure personalized interaction)
- 📋 Course Requirements:
- No prior technical background required.
- 📅 Scheduling:
- Flexible scheduling available on demand
- 📞 Contact to Schedule:
- 📧 training@vizacta.com
Course Description
This course provides a practical, enterprise-ready introduction to Tableau Prep, Tableau’s data preparation tool. Designed for analysts, data engineers, and BI professionals, this course focuses on how to clean, shape, and automate data flows efficiently using Tableau Prep Builder and Prep Conductor. You’ll learn to handle messy data, combine datasets, apply logic, and publish ready-to-use outputs for Tableau dashboards or external reporting. Whether you’re part of an analytics team or managing BI workflows, this course equips you with the hands-on skills needed to streamline and govern your data preparation process.
What You Will Learn
- Understand Tableau Prep’s role within the Tableau ecosystem and BI pipelines
- Navigate the Tableau Prep Builder interface and build end-to-end flows
- Connect to various data sources and profile data effectively
- Apply data cleaning techniques: filtering, deduplication, pivoting, grouping, etc.
- Combine datasets using joins, unions, and wildcard patterns
- Write and use calculated fields with conditional logic
- Output prepared data to .hyper or .csv files and publish to Tableau Server/Cloud
- Schedule and monitor flows using Tableau Prep Conductor
- Apply best practices for performance, governance, and flow management
Course Curriculum
- Overview of Tableau ecosystem: Desktop, Prep, Server, Cloud
- Role of Tableau Prep in the data pipeline and BI workflow
- Tableau Prep Builder vs Tableau Prep Conductor
- Key features and enterprise use cases
- Overview of Tableau Prep Builder interface
- Types of steps: Input, Clean, Aggregate, Join, Union, Output
- Flow pane, Profile pane, and Data Grid
- Flow structure best practices
- Supported data sources and connectors
- Input step configuration and field management
- Data profiling: field-level summaries and data quality indicators
- Metadata handling: renaming, data types, field roles
- Cleaning techniques: null handling, filtering, renaming, changing types
- Splitting and combining fields
- Group and Replace (manual, pronunciation, common characters)
- Pivoting and unpivoting
- Aggregation and sorting
- Joins in Tableau Prep: inner, left, right, and full outer joins
- Union step: row-level data consolidation
- Wildcard union and structure alignment
- Common pitfalls and performance tips
- Creating calculated fields
- Using IF, CASE, and logical expressions
- Working with date, string, and number functions
- Practical examples: flag creation, data normalization
- Output types: .hyper, .csv, .tde
- Writing to Tableau Server or Tableau Cloud
- Introduction to Tableau Prep Conductor
- Automating flows with scheduling and alerts
- Organizing flows for collaboration
- Flow versioning and naming conventions
- Performance optimization strategies
- Debugging flows and tracing errors
- Prep file management and governance