Course Outcomes

In the real world, data is messy. It’s fragmented across files, systems, and inconsistent formats.

Senior Analysts aren’t handed perfect datasets — they’re expected to find it, clean it, combine it, and make it usable.

Tableau Prep teaches you how to build repeatable data workflows that turn raw data into clean, trusted, analysis-ready outputs.

  • CLEAN AND STANDARDISE MESSY DATA

    Fix text, numbers, dates, missing values, duplicates, and inconsistent formats using structured steps instead of fragile manual Excel cleaning.

  • COMBINE DATA SETS LIKE A PROFESSIONAL

    Consolidate fragmented data using unions, joins, pivots, and aggregates — with validation techniques to prevent duplicates and incorrect results.

  • BUILD REPEATABLE DATA PIPELINES

    Create end-to-end flows you can reuse, update, and scale — complete with change logs, project organisation, and clean handoffs into Tableau for analysis.

Course Curriculum

    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)

Course Details

  • 148 lessons
  • 18 hours of video content
  • Ideal for beginners
  • Visualization Basics
  • Apply Knowledge Immediately

What You Get In This Course

  • 50+ Videos

    Learn through over 50 bite-sized lessons that guide you step by step, making Tableau simple and approachable for complete beginners.

  • Quizzes to Test Your Knowledge

    Reinforce what you’ve learned with interactive quizzes designed to check your understanding and build confidence as you progress.

  • Assignments with Video Walkthroughs

    Apply your skills in real assignments and follow along with video walkthrough solutions to ensure you never feel stuck.

ENTER TABLEAU PREP

Tableau Prep makes preparing data faster, easier, and more reliable than Excel

  • Work Visually

    Build drag-and-drop workflows instead of writing complex formulas.

  • Clean & Combine

    Fix errors, standardize fields, and join or merge multiple data sources.

  • Automate & Scale

    Refresh instantly and handle large datasets without repeating manual steps.

Combine Data From Multiple Sources

Data often comes from different teams, formats, or even companies — combining it creates one clear and reliable dataset.

Mastering combining data from multiple sources ensures you can bring scattered information together into one unified dataset.

You’ll discover how to merge inputs from different teams, formats, and even companies so your analysis is complete and reliable.

  • Join datasets
  • Union tables
  • Pivot and unpivot
  • Run quality gates
  • Create unified views

Fix Incorrect Or Inconsistent Entries

Real-world data is messy — we clean it so dates, names, and categories are consistent and accurate.

Mastering fixing incorrect or inconsistent entries ensures your data is trustworthy and ready for deeper analysis.

You’ll discover how to standardize values, remove errors, and ensure consistency across fields.

  • Correct errors
  • Group similar text
  • Standardize formats
  • Handle duplicates
  • Build consistency

Tableau Prep Requires a Paid Creator License

Even without a paid license, you can still watch along to understand Why and How we Clean Data

Take Dirty Data and Make It Clean

Transform messy, unstructured files into clean, reliable datasets ready for powerful analysis.

Mastering data preparation techniques gives you the ability to turn messy, inconsistent files into structured datasets that analysts can trust.

You’ll discover how to cleanse, reshape, and aggregate information so it’s always ready for visualization.

  • Clean text and numbers
  • Group similar values
  • Pivot and unpivot
  • Aggregate fields
  • Build reliable structures

Publish and Deploy Flows

Automate your data preparation so dashboards stay up to date across the entire organisation.

Mastering publishing and deploying flows allows you to automate the delivery of clean, reliable datasets across your company.

You’ll discover how to schedule runs and feed multiple dashboards without manual effort.

  • Publish flows
  • Schedule automatic runs
  • Feed multiple dashboards
  • Reduce manual work
  • Deliver consistency

HERE'S WHAT MY AWESOME STUDENTS HAVE TO SAY

“

AMAZING TEACHER

I love your course and could listen for hours. You distill valuable advice clearly. Found you on YouTube while struggling with LOD expressions; examples helped immensely. Grateful for accessible pricing and free content—your teaching is engaging and generous.

” Emeline Courcelle

“

GAME-CHANGING COURSE FOR FIRST-TIME TABLEAU USERS

This course is a must for first-time Tableau users intimidated by data. Jed simplifies Tableau with step-by-step guidance: setup, import data, navigate the UI, and create visualizations. Clear, encouraging teaching—confidence transformed and ready to build. Thanks for making Tableau accessible.

” Adam Lockwood

“EXCELLENT COURSE

Jellyman is an excellent teacher! His content is interesting, applicable and well-explained.

He has clearly thought about the way people absorb information and doesn't gloss over any assumed knowledge like many other courses do. He has taken the time to go through methods & concepts step by step so it's almost impossible not to learn! ”

Elizabeth Deterding

“AMAZING COURSE

The course is great! Feels like studying with a friend :) Everything is explained very easily and I am looking forward to the next one! ”

Anastasiia Larina

“BEST TABLEAU TRAINING EVER

Totally clear and very well explained with a bunch of examples. All sensible topics – LOD, Actions and Calculated Fields are tackled.

Big Thank You! ”

Nicolaie Cozma

“I LOVE LEARNING TABLEAU WITH JED

The best teacher of Tableau I have ever found! I would love to meet Jed someday in real life. I like his sense of humor and the way he explains everything.

Jed much thanx for this course. ”

Emilia B Korycka

“JOINS WERE HOLDING ME BACK

Great – this was holding me back but not any more ”

Brian Sundermeijer

“STILL LEARNING THINGS

I was wondering why we were just now covering joins when it's something I felt essential enough to be a beginner subject. Then you delved into joins versus relationships versus blends and it became much clearer – this was more complex than an entry level subject.

Great explanations all around and I have a better understanding of when to use which tool.

Update: Just finished LODs. Mind continues to be blown! Can't recommend this course enough. ”

Bryan Nylander

“ONE OF THE BEST EDUCATORS ON PLANET TABLEAU

Jellyman is a fantastic teacher! His lessons are unlike others to say the least!!!

Hats off to his engineering personality and his koool sense of humour (A bit of contradiction there but definitely works like magic on our memory capacity to retain his fun lessons :) ”

Jenny Wang

“AMAZING!

Take this course even if you think you're an expert in Tableau ”

Kamirah Martin

Tableau Prep FAQ

  • Is Tableau Prep free or does it require a license?

    Tableau Prep is not free. It’s included with the Tableau Creator License (paid subscription), which also provides Tableau Desktop and one Creator seat on Tableau Cloud/Server.

  • What is Tableau Prep and how is it different from Tableau Desktop?

    Tableau Prep is a tool for data preparation—cleaning, shaping, and combining datasets—while Tableau Desktop focuses on visualization and analysis. Together, they provide a complete end-to-end data workflow.

  • Do I need Tableau Desktop to use Tableau Prep?

    No. Tableau Prep can be used on its own. However, it is most effective when paired with Tableau Desktop or Tableau Cloud/Server, where you can publish your cleaned data for dashboards and reporting.

  • Can I schedule Tableau Prep flows to run automatically?

    Yes. Flows created in Tableau Prep Builder can be published to Tableau Cloud or Tableau Server. Once published, you can schedule automatic refreshes so your datasets stay up to date without manual effort.

  • How does Tableau Prep handle large datasets?

    Tableau Prep uses sampling by default to improve performance while designing flows. You can configure it to use the full dataset, but for very large sources it’s best to process them through Tableau Cloud/Server.

  • Can I share my Tableau Prep work with others?

    Yes. Flows can be exported as .tfl or .tflx files and shared directly, or published to Tableau Cloud/Server for teammates to run, reuse, and schedule. This makes collaboration much easier.

  • Do I need coding knowledge to use Tableau Prep?

    No coding is required—Tableau Prep uses a visual drag-and-drop interface that anyone can learn. Some knowledge of SQL and data concepts can make flows more efficient, but it isn’t necessary.