Course Details

Tableau Prep is a game-changing tool for anyone who spends hours cleaning and organizing data manually in Excel. Instead of repeating the same steps each day, Prep allows you to create an automated workflow that can be reused over and over again — saving you time and effort.

With its intuitive drag-and-drop interface, Tableau Prep makes data cleansing simple, even for those without technical skills. You’ll learn how to handle common problems like missing fields, incorrect data types, and inconsistent formatting — all in a visual and easy-to-understand environment.

Prep also comes packed with heaps of connectors, allowing you to pull data from databases, spreadsheets, and cloud platforms. As you build your flow, you’ll visualize each transformation step clearly, making it perfect for data exploration and troubleshooting.

If you're still cleaning data manually, this course will help you transform your workflow and become significantly more efficient — so you can spend more time analyzing and less time preparing.

  • Pre-requisite Knowledge / Skills

    This course is ideal for those who work with messy data in Excel or CSV files and want to simplify their workflow. No prior coding experience is needed. A basic understanding of data formats and Tableau Desktop is helpful but not essential.

  • Software Requirements

    You’ll need Tableau Prep Builder, which is included in the Tableau Creator license. The course will walk you through downloading, installing, and using the Prep interface. A reliable computer and internet connection are recommended for file handling and downloading practice data.

  • Course Outcomes

    By the end of this course, you’ll be able to clean and shape data, create a repeatable workflow, connect to various data sources, and visually manage transformations using Tableau Prep’s intuitive interface. You’ll significantly reduce time spent on daily data tasks.

Course Curriculum

    1. 01_01_Introduction to Data Cleaning and Preparation - Demo

    2. 01_02_Downloading and Installing Tableau Prep (Links)

    3. 01_03_The Trouble with Manual Cleaning in Excel

    4. 01_04_Excel vs Tableau Prep

    1. 02_01_Loading an Excel File - Interface Explained (Attach File)

    2. 02_02_Loading CSV Files - Interface and Delimitters (Attach)

    3. 02_03_CSV with Text Qualifiers

    4. 02_04_Data Interpreter (Attach)

    5. 02_05_Updating Connections (Attach)

    6. 02_05a_Special Note - Re-establishing Connections for Assignments

    7. 02_06_Building Our First Flow using Clean Step (attach)

    8. 02_07_Tableau Ecosystem (Attach)

    1. 03_01_Beginner Data Set Explained

    2. 03_02_Reading the Clean Step Interface - Sorting, Reordering, Change Log

    3. 03_03_Renaming Fields, Organising Steps, Renaming Steps and Providing Descriptions, Build Life Cycle

    4. 03_04_Keep and Exclude Fields, Rearranging your Flow, More on the Change Log

    5. 03_05_Branching Basics, Upper, Lower and Title Case, Trimming, Removing Extra Spaces and Removing al

    6. 03_06_Splitting Fields - Automatic vs Custom

    7. 03_07_Cleaning Text - Remove Letters, Numbers and Punctuation _ Duplicate Field

    8. 03_08_Filtering Row Entries

    9. 03_09_Renaming Individual Rows, Manual Grouping, Ungrouping, Creating New Fields with Duplicate and

    10. 03_10_Identifying Duplicate Rows - Important Factors to Consider

    11. 03_11_Filtering Dates - Selected Values, Range of Dates, Relative Dates

    12. 03_12_Converting Dates - DatePart Calculation - Preview in Tableau Desktop

    13. 03_12a_Filtering Numbers and Strings - Selected, Range, Wildcard

    14. 03_13_Assignment Explained

    15. 03_14_Assignment Walkthrough

    16. 03_15_Getting Started with Calculated Fields - Basic Arithmetic

    17. 03_15a_Rounding, Integer, Absolute, Sign

    18. 03_16_Len, Find, Contains, Findnth

    19. 03_17_Left, Right, Mid

    20. 03_18_Replace, Startswith, Endswith

    21. 03_19_Date Functions - Day, Month, Year, Today and Now

    22. 03_20_MakeDate, MakeTime, MakeDateTime - Nested Functions Theory

    1. 04_01_The Basic Concept of Aggregate Functions with an Excel Demo

    2. 04_09_Assignment 2 - Walkthrough

    3. 04_10_Assignment Walkthrough Solution

    4. 04_02_Basic Aggregation Types in Tableau Prep - Creating multiple Branches - SUM, MAX, MIN, COUNT, D

    5. 04_03_Grouping by More than One Field

    6. 04_04_Aggregating Over Dates - Using Convert Dates Feature - Day(), Month(), Year()

    7. 04_05_Comparing Two Aggregates - Building Full Flows - Multiple Aggregate Steps

    8. 04_06_Applying Aggregates in Interesting Ways - Aggregates of the Aggregate

    9. 04_07_Assignment Walkthrough (Attach Questions)

    10. 04_08_Assignment Solution (Redo)

    1. 05_08_Assignment (Attach Questions)

    2. 05_01_Pivot and Table Structure Explained - Advantages and Disadvantages

    3. 05_02_More Examples of Advantages and Disadvantages of Pivot vs Table

    4. 05_03_Table to Pivot, Pivot to Table

    5. 05_04_WARNING. Unpivoting can cause Numerical Duplicates and Errors

    6. 05_05_Pivoting off Calculated Fields - Learning Iteration Design

    7. 05_06_Date Truncation followed by Pivot Analysis

    8. 05_07_Multi-Level Pivot - HACK Methodology

    9. 05_08_Assignment (Attach Questions)

    10. 05_09_Assignment Walkthrough (Attach Prep File) - Part 1

    11. 05_10_Assignment Walkthrough (Attach Prep File) - Part 2

    12. 05_11_Assignment Walkthrough (Attach Prep File) - Part 3

About this course

  • 56 lessons
  • 8.5 hours of video content
  • Easy Data Prep
  • Automation
  • Heaps of Connectors

What is Tableau Prep?

Visualization in the real world is always fun when you have clean data to work with. However, this is usually not the case.

Tableau Prep is a visual way to clean and prepare data that is far more efficient than standard Excel methods saving you heaps of time and automating your workflows.

Complete View of your Data

The intuitive interface gives you a complete view of your data making it easier to make data cleansing decisions.

You can clean data in seconds compared to Excel as many standard cleaning operations we perform as analysts are built in.

Instant Results

As you clean, the data updates instantly so you can see the impact of your changes. You can go back and forth, undo and redo and reorganize steps as you wish.

It's ultimately flexibility in a world where the data is constantly changing.

Test Each Step in Tableau Desktop

What better tool to use to assess your data than Tableau Desktop. In one click, you can preview the data at that individual step to ensure things are working correctly.

There are Several Tableau Courses Available

This covers Tableau from Start to Finish. From Designing Dashboards, to Cleaning Data and then to Publish Workbooks to the Cloud

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