3-2 TABLEAU PREPClean, Combine And Reshape Data For Analysis
3-2 · Tableau Prep

Messy Data Is Part of the Job. Knowing How to Fix It Is the Skill.

Real-world data arrives duplicated, inconsistent, incomplete and badly structured. Learn how to clean it, combine it, reshape it and build repeatable preparation flows before the analysis even begins.

Tableau Prep learner
Turn difficult raw data into something reliable, repeatable and ready for analysis.
🧹 Clean Messy Data
🗄️ Combine Data Sources
⚙️ Reshape Difficult Structures
⚡ Automate Your Flows
The Work Before the Dashboard

Before You Can Analyse the Data. You Have to Make It Usable.

The dashboard is often the last step. First, analysts have to take information scattered across different files, systems and structures and turn it into one reliable source for analysis.

📗 Excel Files
📄 CSV Files
🗄️ Databases
📁 Monthly Files

TABLEAU PREP
Clean Join Union Pivot Aggregate Validate

✅ Analysis-Ready Data

📊 Tableau Dashboard

Great analysis starts with data you can actually trust.

From Chaos to Clarity

Real Data Is Rarely Ready. Tableau Prep Gets It There.

Clean, combine and shape messy data from multiple sources into a reliable flow that is ready for the analysis you actually want to perform.

Turn chaos into clarity with Tableau Prep
See Your Data Take Shape

See Every Change You Make. Understand the Journey Your Data Takes.

Tableau Prep gives you a visual workflow for data preparation. See how each cleaning step changes the data, trace issues back through the process and understand exactly how your final output was created.

📂
Input Load your data
🧹
Clean Fix issues
🔗
Join Connect data
↔
Pivot Reshape fields
Σ
Aggregate Change detail
✓
Validate Check results
📄
Output Ready for analysis
Visual Tableau Prep data preparation workflow
See the Process

Track Every Step. Understand What Changed.

Visualise every cleaning step, track your actions and learn how unions, joins, calculations and transformations change your data as it moves through the flow.

Cleaning Real-World Data

Cleaning Data Is More Than Removing Nulls.

Real data contains inconsistent formats, incorrect data types, duplicate values, badly structured text and unexpected gaps. Learn how to identify these problems and fix them systematically.

Turn Inconsistent Data Into Something You Can Trust.
Dates
Numeric Cleaning
Field Names
Text Cleaning
Grouping
Calculations
Splitting
Data Types
Null Values
Aggregations
Duplicates
Filtering
Bring the Pieces Together

Sometimes One Dataset Isn't Enough.

Real analysis often starts with information scattered across different systems and files. Tableau Prep brings those sources together, models how they relate and turns them into one dependable dataset ready for analysis.

01 · Raw Data

Multiple Sources.
One Business Question.

The information you need may live in completely different places.

🧑‍🤝‍🧑
Customer Data

Customers, regions and segments

💰
Transactions

Orders, revenue and purchase values

📁
Business Files

Targets, budgets and recurring exports


02 · Data Modelling

Make the Data
Work Together.

Define how those separate pieces should connect, combine and transform.

⚭
Join

Match related records across different tables

⇉
Union

Stack similar datasets into one larger table

∑
Aggregate & Transform

Summarise, calculate and reshape the data


03 · Analysis-Ready

One Dataset.
Ready to Be Trusted.

The result is a stable foundation your analysis and dashboards can rely on.

🛡️
Reliable

Consistent and dependable every refresh

💡
Useful

Structured around the questions you need to answer

↻
Repeatable

Ready to run again as new data arrives

Multiple Sources. One Process.  One Dataset the Business Can Rely On.
Bring It All Together

Multiple Sources. One Connected Flow.

Combine data from different systems and structures into one clean, connected preparation flow that can feed your analysis with confidence.

Combine multiple sources in Tableau Prep
Reshape Difficult Data

Sometimes the Data Structure Is Wrong. So Change the Structure.

Data is often designed for collection or reporting rather than analysis. Tableau Prep lets you change that structure into something easier to filter, visualise and maintain.

Wide Format · Before
January February March April
120 148 173 159

Wide Format

Each time period is stored as a separate column. This is common in spreadsheets and management reports.

  • New months require new columns
  • Harder to filter by month
  • Harder to build flexible visualisations
  • Structure changes as new data arrives
→  PIVOT
Long Format · After
Month Sales
January 120
February 148
March 173
April 159

Long Format

The month becomes a dimension and the sales figure remains a measure.

  • Easy to filter by month
  • Works naturally with Tableau
  • New months become new rows
  • Structure stays consistent as data grows
Wide isn't always wrong.

It can be useful for simple human-readable reports or when each column genuinely represents a different measure.

Long is often better for analysis.

When repeated columns represent the same type of information, reshaping them into rows usually gives Tableau much more flexibility.

Reshape the Data. Not the Question.

Build Repeatable Processes

Stop Cleaning the Same Data Over and Over Again.

Once a flow works, reuse it. Build repeatable preparation processes, publish flows to Tableau Cloud and turn recurring data work into a process that can run again when new data arrives.

📄 Monday.csv
📄 Tuesday.csv
📄 Wednesday.csv
📄 Thursday.csv
➜
⚙️ Same Prep Flow

Clean → Transform → Output

➜
📄 Clean Output

Ready for analysis


Schedule It.

Your preparation flow doesn't need you sitting there pressing a button every morning. Publish it to Tableau Cloud and schedule it to run automatically.

DAILY WEEKLY NEW DATA AUTOMATIC OUTPUT

Build It Once. Run It Again.

Deploy Tableau Prep flows to Tableau Cloud
Set It and Let It Run

From Manual Preparation to Repeatable Automation.

Deploy flows to Tableau Cloud and turn your preparation process into something that can run on schedule, refreshing the data model automatically when the next batch of data arrives.

18 Hours of
Tableau Prep

148 Guided Lessons. The Complete Preparation Workflow.

Go from loading your first dataset to building complete, repeatable data preparation flows that clean, calculate, combine, reshape and output analysis-ready data.

Load Clean Calculate Combine Reshape Validate Output Automate

LEARNING JOURNEY

    1. Tableau Prep Introduction

    2. ChatGPT Support

    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

    5. QUIZ: Tableau Desktop vs. Prep

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

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

    3. 02_03_CSV with Text Qualifiers

    4. 02_04_Data Interpreter (Attachment)

    5. QUIZ: Data Interpreter Purpose

    6. 02_05_Updating Connections (Attachment)

    7. 02_05a_Special Note - Re-establishing Connections for Assignments

    8. 02_06_Building Our First Flow using Clean Step (Attachment)

    9. 02_07_Tableau Ecosystem (Attachment)

    10. QUIZ: Benefit of Flow-Style Cleansing

    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. QUIZ: Benefit of Change Log

    8. 03_07_Cleaning Text - Remove Letters, Numbers and Punctuation _ Duplicate Field

    9. 03_08_Filtering Row Entries

    10. 03_09_Renaming Individual Rows, Manual Grouping, Ungrouping, Creating New Fields with Duplicate and

    11. 03_10_Identifying Duplicate Rows - Important Factors to Consider

    12. QUIZ: Aggregates for Duplicates

    13. 03_11_Filtering Dates - Selected Values, Range of Dates, Relative Dates

    14. 03_12_Converting Dates - DatePart Calculation - Preview in Tableau Desktop

    15. 03_12a_Filtering Numbers and Strings - Selected, Range, Wildcard

    16. 03_13_Assignment - Custom Calculations (Problem)

    17. 03_14_Assignment - Custom Calculations (Solution) (Attachment)

    1. 03_15_Getting Started with Calculated Fields - Basic Arithmetic

    2. 03_15a_Rounding, Integer, Absolute, Sign

    3. 03_16_Len, Find, Contains, Findnth

    4. 03_17_Left, Right, Mid

    5. 03_18_Replace, Startswith, Endswith

    6. 03_19_Date Functions - Day, Month, Year, Today and Now

    7. 03_20_MakeDate, MakeTime, MakeDateTime - Nested Functions Theory

    8. QUIZ: Importance of Cleaning Data

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

    2. 04_02_Basic Aggregation Types in Tableau Prep - Creating multiple Branches - SUM, MAX, MIN, COUNT, D

    3. 04_03_Grouping by More than One Field

    4. 04_04_Aggregating Over Dates - Using Convert Dates Feature - Day(), Month(), Year()

    5. 04_05_Comparing Two Aggregates - Building Full Flows - Multiple Aggregate Steps

    6. 04_06_Applying Aggregates in Interesting Ways - Aggregates of the Aggregate

    7. QUIZ: Common Types of Aggregates

    8. 04_07_Assignment 1 - Aggregates (Problem)

    9. 04_08_Assignment 1 - Aggregates (Solution) (Attachment)

    10. 04_09_Assignment 2 - Aggregates (Problem)

    11. 04_10_Assignment 2 - Aggregates (Solution) (Attachment)

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