Tableau Prep Builder Know More About It

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Tableau Prep Builder know more about it

Tableau Prep Builder is a tool in the Tableau product suite designed to make preparing your data easy and intuitive. Use Tableau Prep Builder to combine, shape, and clean your data for analysis in Tableau.

Using Tableau Prep Builder

Start by connecting to your data from a variety of files, servers, or Tableau extracts. Connect to and combine data from multiple data sources. Drag and drop or double-click to bring your tables into the flow pane, and then use familiar operations such as filter, split, rename, pivot, join and union to clean and shape your data.

Each step in the process is represented visually in a flow chart that you create and control. Tableau Prep Builder tracks each operation so that you can check your work and make changes at any point in the flow. For more additional info Tableau Online Training

When you are finished with your flow, run it to apply the operations to the entire data set.

Tableau Prep Builder works seamlessly with other Tableau products. At any point in your flow, you can create an extract of your data, publish your data source to Tableau Server or Tableau Online, publish your flow to Tableau Server or Tableau Online to refresh your data using a schedule or open Tableau Desktop directly from within Tableau Prep Builder to preview your data.

A tour of the Tableau Prep Builder workspace

The Tableau Prep Builder workspace consists of the Connections pane (A) and three coordinated areas that help you interact with and explore your data:

  • Flow pane(B): A visual representation of your operation steps as you prepare your data.
  • Profile pane(C): A summary of each field in your data sample. See the shape of your data and quickly find outliers and nulls.
  • Data grid(D): The row level detail for your data.

To get in-depth knowledge, enroll for live free demo on Tableau Training

After you connect to your data and begin building your flow, you add steps in the Flow pane. These steps function as a lens into the structure of your data, as well as a summary of operations that is applied to your data. Each step represents a different category of operations that you define, all as part of your flow.

Connections pane

On the left side of the workspace is the Connections pane, which shows the databases and files you are connected to. Add connections to one or more data sources and then drag the tables you want to work with into the Flow pane.

Flow pane

At the top of the workspace is the Flow pane. This is your canvas. As you connect to, clean, shape, and combine your data, steps appear in the Flow pane and align from left to right along the top. These steps tell you what kind of operation is being applied, in what order, and how your data is affected by it. For example, the Join step shows you which join type you’ve applied, the join clauses, recommended join clauses, and the fields of the tables that are included in the join.

You start your flow by dragging tables into the Flow pane. Here you can add additional data sets, pivot your data, union or join data, create aggregations, and generate output files in the form of .tde and .tds files or Hyper extract (.hyper) files that you can use in Tableau.

Profile pane

In the center of the workspace is the Profile pane. The Profile pane shows you the structure of your data at any point in the flow. The structure of your data can be represented in different ways depending on the operation you want to perform on your data or the step that you select in the Flow pane.

At the top of the Profile pane is a toolbar that shows you the cleaning operations that you can perform for each step in your flow.  An options menu also appears on each card in the Profile pane where you can select the different operations that you can perform on the data.

For example:

  • Search, sort, and split fields
  • Filter, include, or exclude values
  • Find and fix null values
  • Rename fields

 

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