Course Objective

This one-day hands-on course will teach you how to use Tableau Prep, Tableau’s data preparation, data cleansing, and ETL tool.  In this course, you will learn how to get your data in the right format for optimal efficiency while in Tableau itself.  Students will be able to overcome many of their thorniest data cleaning and preparation issues, enabling their Tableau analysis and visualization process to be smoother and easier.  In some cases, it can replace or ease data prep challenges being solved in other ways currently, such as using SAS for ETL processes or waiting long periods of time for IT to get the data just so, or doing a lot of manual rework in Excel.  

After taking this course, you will be able to:

  • Get your data cleaned and prepared
  • Learn the right format for your data
  • Maximize your benefit in using Tableau
  • Overcome data cleaning and prep issues  
  • Enable a smoother and easier Tableau analysis and visualization process
Course Outline
  • Preferred data structures in Tableau
  • Introduction to the workspace
  • Data cleansing and preparation concepts, such as joins, unions, wildcard matches, fuzzy matching, and addressing nulls, irregularities, and outliers
  • When to do your data preparation in Tableau Prep vs. the normal Tableau Desktop
  • Understand data sampling
  • Connecting to and configuring data
  • Exploring data
  • How to create workflows
  • Cleaning data
  • Shaping data
  • Combining data
  • Joining and unjoining data
  • Opening a data sample and creating an output file
  • Best practices for data preparation
  • Complex flows
  • Validating results


A Message From the Head Instructors About This Course

Duration 1 to 2

Manual and supporting materials included


Prior experience using Tableau, joining data in Tableau, and working with calculations. 

Software Requirements

Tableau Desktop, Internet Access

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