book

Tableau Prep Cookbook

Name: Tableau Prep Cookbook
Author: Hendrik Kleine
ISBN: 9781800563766

by Hendrik Kleine

March 2021

Beginner

288 pages

5h 42m

English

Packt Publishing

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Tableau Prep Cookbook
ContributorsAbout the authorAbout the reviewers
Preface
Who this book is forWhat this book coversTo get the most out of this bookDownload the example code filesDownload the color imagesConventions usedGet in touchReviews
Chapter 1: Getting Started with Tableau Prep
Technical requirementsInstalling Tableau Prep BuilderGetting readyHow to do it…How it works…Checking out the user interfaceGetting readyHow to do it…How it works…Using Tableau Prep for ad hoc data analysisGetting readyHow to do it…How it works…Preparing data for generic BI toolsGetting readyHow to do it…How it works…Preparing data for Tableau Desktop ad hoc analysisGetting readyHow to do it…How it works…
Chapter 2: Extract and Load Processes
Technical requirementsConnecting to text and Excel filesGetting readyHow to do it…How it works…Connecting to PDF filesGetting readyHow to do it…How it works…Connecting to SAS, SPSS, and R filesGetting readyHow to do it…How it works…There's more…Connecting to on-premises databasesGetting readyHow to do it…How it works…There's more…Connecting to cloud databasesGetting readyHow to do it…How it works…There's more…Connecting to Tableau extractsGetting readyHow to do it…How it works…Connecting to JDBC or ODBC data sourcesGetting readyHow to do it…How it works…Writing data to CSV and Hyper filesGetting readyHow to do it…How it works…Writing data to databasesGetting readyHow to do it…How it works…Setting up an incremental refreshGetting readyHow to do it…How it works…Publishing a flow to Tableau ServerGetting readyHow to do it…How it works…
Chapter 3: Cleaning Transformations
Technical requirementsRenaming columnsGetting readyHow to do it…How it works…Filtering your datasetGetting readyHow to do it…How it works…Changing data typesGetting readyHow to do it…How it works…Auto-validating dataGetting readyHow to do it…How it works…Validating data with a custom reference listGetting readyHow to do it…How it works…Splitting fields with multiple valuesGetting readyHow to do it…How it works…
Chapter 4: Data Aggregation
Technical requirementsDetermining granularityGetting readyHow to do it…How it works…Aggregating valuesGetting readyHow to do it…How it works…Using fixed LOD calculations for grouping dataGetting readyHow to do it…How it works…There's more…Grouping dataGetting readyHow to do it…How it works…There's more…
Chapter 5: Combining Data
Technical requirementsCombining data with UnionGetting readyHow to do it…How it works…Combining data ingest and Union actionsGetting readyHow to do it… How it works…Combining datasets using an inner joinGetting readyHow to do it…How it works…Combining datasets using a left or right joinGetting readyHow to do it…How it works…Expanding datasets using a full outer joinGetting readyHow to do it…How it works…Expanding datasets using a not inner joinGetting readyHow to do it…How it works…
Chapter 6: Pivoting Data
Technical requirementsPivoting columns to rowsGetting readyHow to do it…How it works…Pivoting columns to rows using wildcards Getting readyHow to do it…How it works…Pivoting rows to columnsGetting readyHow to do it…How it works…
Chapter 7: Creating Powerful Calculations
Technical requirementsCreating calculated fieldsGetting readyHow to do it…How it works…Creating conditional calculationsGetting readyHow to do it…How it works…Extracting substringsGetting readyHow to do it…How it works…Changing date formats with calculationsGetting readyHow to do it…How it works…Creating relative temporal calculationsGetting readyHow to do it…How it works…Creating regular expressions in calculationsGetting readyHow to do it…How it works…
Chapter 8: Data Science in Tableau Prep Builder
Technical requirementsPreparing Tableau Prep to work with RGetting readyHow to do it…How it works…Embedding R code in a Tableau Prep flowGetting readyHow to do it…How it works…Forecasting time series using RGetting readyHow to do it…How it works…Preparing Tableau Prep to work with PythonGetting readyHow to do it…How it works…Embedding Python code in a Tableau Prep flowGetting readyHow to do it…How it works…

Chapter 9: Creating Prep Flows in Various Business Scenarios
Technical requirementsCreating a flow for transaction analyticsGetting readyHow to do it…How it works…Creating a call center flow for instant analysisGetting readyHow to do it…How it works…
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Overview

Tableau Prep Cookbook is your practical guide to mastering Tableau Prep Builder for data preparation. Through real-world examples, you will learn techniques to clean, combine, and transform your data, enabling you to create robust pipelines for analytics and insights. Gain hands-on experience with concepts like data cleaning, advanced calculations, and preparing data for Business Intelligence tools.

What this Book will help me do

Master cleaning and combining data sources for analysis using Tableau Prep.
Learn to create and deploy workflows for data preparation within your organization.
Develop proficiency in building robust datasets for BI and analytics applications.
Apply advanced techniques like scripting and custom calculations in Tableau Prep.
Get hands-on experience by working through realistic, practical data scenarios.

Author(s)

None Kleine is an experienced data analytics professional with a passion for empowering organizations through robust data pipelines. Drawing from years of experience in BI tools and data preparation, None presents Tableau Prep Cookbook with a clear, actionable approach to learning. Their expertise ensures that readers gain practical skills to use Tableau Prep effectively.

Who is it for?

This book is perfect for data analysts, business intelligence professionals, and Tableau users looking to add Tableau Prep to their skills. If you're starting with beginner knowledge in data preparation or are looking to enhance your ability to manage data workflows, this book is designed for you. Gain the skills you need to prepare data effectively using Tableau Prep and elevate your analytics capabilities.

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