Prepare Your Data for Tableau: A Practical Guide to the Tableau Data Prep Tool

Appendix A: Preparing Data IN Tableau

You might be wondering, with a tool like Data Prep why would I want to prepare data in Tableau Builder? Well, there are a couple scenarios that come to mind. You might want to create a quick viz or two with a data source that you don’t plan on using again after initial analytics. You might have a data source that you feel is ready for analytics without any prep, or you might have a data source that was already processed in Prep that you want to make minor changes to without going back to the prep phase. In any case, it is not uncommon to clean up and prep data from within Tableau Builder. In fact, until recently Builder was your only option!

In this Addendum I share my go-to checklist for prepping a data source ...