![]() Want the packaged Tableau Prep Flow explored in this post? Click here to download it. But even with these shortcomings Tableau Prep is now my tool of choice for getting survey data “just so.”ĭon’t have Tableau Prep? You can download it here. The first release certainly has its downsides e.g., you cannot connect to SPSS files and you cannot automate when to run an update, and you cannot export to anything except CSV and Tableau extract formats. Tableau Prep is an industry-leading data prep tool, with intuitive tools for combining, shaping, and cleaning raw data for analysis. Tableau Prep also allows you to save your work as a packaged workflow so that you can share the flow and the source data in a single file. The Profile Pane also provides insights to your data that I’ve not seen in any other ETL tool, and Prep’s ability to handle badly coded survey data is elegant and straightforward (see related blog post.) If youve been following the Tableau Desktop tutorials here at Playfair Data, it is likely that you also have a license to Tableau Prep Builder (just ask. Tableau Prep was very easy to learn, and you can’t beat the price (free with your Tableau subscription or part of your current maintenance). We’re now ready to use our “just so” data source with Tableau. The last step is to click Run Flow which will run our process and output the results to a Hyper file. Its simple drag-and-drop features quickly streamline the complicated tasks of pivots, unions, joins, aggregate, etc. It can gather a considerable amount of data from varied sources and transform them. See how the data looks like by selecting the data grid. Tableau Prep helps with the cleaning, shaping, and organization of data before it can be analyzed. Next, lets change the Order Date level of detail from day to Year. ![]() Drag Region and Order Date to Grouped Fields, and Sales to the Aggregated Fields area. Add an aggregate step on the Orders table, after the clean step. Figure 31 - Specifying file name, location, and type. Connect the two data sets in Tableau Prep and add a clean step.
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