Tableau Prep Foundations (Virtual) | Pacific Time

8:30 AM - 12:30 PM Pacific

8:30 AM - 12:30 PM Pacific

8:30 AM - 12:30 PM Pacific

8:30 AM - 12:30 PM Pacific

Have you ever wanted to analyze your data in Tableau but thought...

• It's too messy
• I can't get the data formatted the way I want
• I don't really know how to prepare data

Join us as we explore the foundational concepts behind Tableau's data preparation tool, Tableau Prep Builder.

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 of Excel hell.

Topics we will explore include:

Tableau Prep Background

• File Types
• Connecting to Data
• Exploring Your Data
• Editing the Metadata
• Filtering Methods
• Grouping Methods
• Sharing Your Work
• Calculations in Tableau Prep

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

• Personal Computer
• A Reliable Internet Connection
• Tableau Prep Builder Installed on Machine
• An External Monitor (strongly recommended for optimal experience)

Basic understanding of Tableau Desktop. You should be able to do the following:

• Connect to a data source.
• Understand the difference between measures and dimensions.
• Build a basic dashboard.

In addition to two half-days of virtual instruction, attendees will walk away with a 100+ page digital manual, data files to revisit the concepts and practices, as well as access to class recordings for two weeks

This training will be hosted virtually.

"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

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