What’s Tableau Prep? – Tableau Prep Tutorial

What is Tableau Prep

When you gather all of the required knowledge, you’ll notice that the information is various and combined up. The whole lot is tracked in another way throughout completely different information. There are even separate information which are from a selected class that’s all the information for only a single 12 months. Sorting by means of all of that may appear extraordinarily complicated and tough however Tableau Prep will help handle this. You’ll find out about the whole lot there’s to find out about Tableau Prep on this tutorial.

Try this Tableau Coaching for the Newbies video tutorial:


What’s Tableau Prep?

Tableau Prep helps with the cleansing, shaping, and group of knowledge earlier than it may be analyzed. It will probably collect a substantial quantity of knowledge from various sources and remodel them. Its easy drag-and-drop options shortly streamline the difficult duties of pivots, unions, joins, combination, and many others. As soon as the information is clear, it may be subsequently used within the Tableau Prep output as the information supply for Tableau Desktop for evaluation.

There are pattern datasets included in Tableau Prep just like the Pattern Superstore that you need to use to create a circulation for Please observe that the newest model of Tableau Prep Builder can be used right here. Outcomes might range for earlier variations.


Tableau Prep Builder Obtain and Set up

To obtain and set up Tableau Prep Builder, you’ll need a Creator product key and the installer. Go to the Customer Portal for essentially the most newest and up to date model of Tableau Prep Builder.

The installer will be downloaded from the Product Downloads part based on your working system. You’ll get the installers from the Product Downloads and Release Notes web page. There’s additionally a free trial model obtainable.

Please observe that Tableau Prep Builder is particularly constructed to work with Tableau Desktop. So, ensure that to put in it on the identical system that runs Tableau Desktop and never the one that’s operating Tableau Server. Tableau Server Useful resource Supervisor (SRM) can’t differentiate between the Tableau Prep protocol server course of and the Tableau Server protocol server course of. SRM might finish the protocol server means of Tableau Prep Builder in case the pc assets are exhausted, and this doesn’t have a restoration mechanism.

Tableau Prep Builder routinely creates a My Tableau <software> Repository folder construction within the paperwork folder. If you wish to transfer this repository to a different location, you’ll be able to specify the specified location and level Tableau Prep Builder to the brand new folder. Nonetheless, altering the placement doesn’t transfer the information within the authentic repository.

Study all about Tableau within the Tableau Certification supplied by Intellipaat.


Tableau Prep Tutorial

For this Tableau Prep Builder tutorial, you’ll use the Superstore knowledge, which will be downloaded from here.

Whenever you open Tableau Prep, you will note the next display with the Connections pane:

Tableau Prep Tutorial

First, you’ll have to join to an information supply. This can create an enter step. You’ll be able to select to hook up with over 25 knowledge sources with Tableau Knowledge Prep. Go to Connections, choose Microsoft Excel, and choose the downloaded Superstore knowledge file. As soon as the file is imported, you will note the information as proven under:

Connecting to the Data Source in Tableau Prep

There are numerous sheets on the left-hand facet within the supply file (or Excel file, on this case). It’s important to drag Orders from the left into the white space on the proper, and you will note an inventory as proven under:

Orders in Tableau Prep

You’ll be able to choose any discipline/fields you need from right here, however for the aim of this tutorial, you’ll choose Class, Order Date, Buyer ID, Product ID, and Gross sales.

Field Selection in Tableau Prep

As soon as your required fields are chosen, you’ll purpose to discover a buyer’s first buy date, the gross sales, classes, and the overall distinct Product IDs. You will note completely different operations to select from whenever you increase Order on the high window. Then, you’ll choose Mixture as highlighted within the picture under:

Aggregate in Tableau Prep

Now, you’ll drag and drop the Buyer ID to Grouped Fields on the proper and the Order Date to Aggregated Fields.

Grouped Fields and Aggregated Fields in Tableau Prep

Now, you might want to select the Aggregation degree for the Order Date as Minimal (see under).

Aggregated Fields in Tableau Prep

Equally, you’ll add a brand new Mixture (Mixture 2) from the supply orders. This time, Order Date and Buyer ID ought to be introduced into the Grouped Fields and Product ID, Gross sales, and Class into the Aggregated Fields.

Study Tableau Desktop in our Tableau Tutorial for Newbies!

Aggregate 2

You have to ensure that to decide on the Aggregation degree for Gross sales as Sum and for Product ID and Class as Rely Distinct.

Aggregation Level in Tableau Prep

Now, let’s learn to apply the Be part of operation. On this case, becoming a member of each the aggregated outcomes gives you the primary Buy Date, Rely of Merchandise, Gross sales, and Classes. So, you’ll choose Be part of from Mixture 2 as proven under:

Join in Tableau Prep
Join 1

Now, you might want to carry Mixture 1 to Be part of 1, and you will note the next modifications:

Join Aggregates

The subsequent step can be so as to add the Be part of situation on Buyer ID and Order Date.

Join Clauses

Now, you may have all of the fields required in addition to the duplicate ones for Buyer ID and Order Date. You are able to do away with the duplicates within the cleansing step.

Clean Step in in Tableau Prep
Clean 1

For readability, it’s higher to rearrange the information and rename the fields—Order Date as 1st Buy Date, Product ID as 1st Buy Merchandise, Gross sales as 1st Buy Gross sales, and Class as 1st Buy Classes.

Rename Field in in Tableau Prep
Renamed Fields

This provides you Buyer IDs with their first date of buy, gross sales, and the overall distinct merchandise and classes.

Subsequent, you’ll apply one other Be part of operation on Mixture 1 and Mixture 2,however this time, with a barely completely different standards. It can have an identical Buyer ID, however the Order Dates is not going to be the identical.

Join 2
Order Date in in Tableau Prep

Once more, you’ll add Clear Step and take away the duplicates, Buyer ID-1 and Order Date-1. Your display will look one thing like this now:

Clean Step 2

Subsequent, you’ll apply a brand new Mixture (Mixture three) to Clear 2 to search out the minimal Order Date as the primary Order Date was eliminated when Be part of 2 was utilized. You have to drag Buyer ID to Grouped Fields and Order Date to Aggregated Fields and alter the Order Date degree to minimal.

Aggregate 3
Minimum Order Date

You’ll create Be part of three after Mixture three and be a part of Mixture 2 with it on Order Date and Buyer ID as given within the picture under:

Join 3
Join Aggregate 3 and Aggregate 2
Join 3 Clauses

Now, you may have the output in addition to the duplicate fields, Buyer ID-1 and Order Date-1. You’ll take away these fields after making use of the Clear Step operation (Clear three).

Clean 3

You’ll now rearrange and rename the fields, like earlier than, for readability—Order Date as 2nd Buy Date, Product ID as 2nd Buy Merchandise, Gross sales as 2nd Buy Gross sales, and Class as 2nd Buy Classes.

Renaming Fields

Now, you may have two datasets (outputs from Clear 1 and Clear three) prepared at hand. Now, you’ll mix them utilizing Be part of on Buyer ID as proven within the under photographs:

Join 4
Join 4 Clauses

You will note a replica Buyer ID within the Be part of Outcomes panel. You’ll take away the duplicate entry by making use of Clear Step after which rearrange the information for correct association.

Clean 4

Your ultimate display will appear to be this:

Tableau Prep Final Output

You’ll be able to export the information into both a .csv, .hyper, or .tde file utilizing the Output operation.

Save Output

Then, you might want to click on on Run Move by which you’ll get a affirmation like under:

Run Flow

Now, this saved file is prepared for use in Tableau for knowledge visualisation and additional evaluation.

You’ll be able to drop all of your Tableau-related questions in our Tableau Neighborhood.