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Explore common and not-so-common data transformation scenarios and solutions to become well-versed with Tableau Prep and create efficient and powerful data pipelines

Key Features

  • Combine, clean, and shape data for analysis using self-service data preparation techniques
  • Become proficient with Tableau Prep for building and managing data flows across your organization
  • Learn how to combine multiple data transformations in order to build a robust dataset

Book Description

Tableau Prep is a tool in the Tableau software suite, created specifically to develop data pipelines. This book will describe, in detail, a variety of scenarios that you can apply in your environment for developing, publishing, and maintaining complex Extract, Transform and Load (ETL) data pipelines.

The book starts by showing you how to set up Tableau Prep Builder. You'll learn how to obtain data from various data sources, including files, databases, and Tableau Extracts. Next, the book demonstrates how to perform data cleaning and data aggregation in Tableau Prep Builder. You'll also gain an understanding of Tableau Prep Builder and how you can leverage it to create data pipelines that prepare your data for downstream analytics processes, including reporting and dashboard creation in Tableau. As part of a Tableau Prep flow, you'll also explore how to use R and Python to implement data science components inside a data pipeline. In the final chapter, you'll apply the knowledge you've gained to build two use cases from scratch, including a data flow for a retail store to prepare a robust dataset using multiple disparate sources and a data flow for a call center to perform ad hoc data analysis.

By the end of this book, you'll be able to create, run, and publish Tableau Prep flows and implement solutions to common problems in data pipelines.

What you will learn

  • Perform data cleaning and preparation techniques for advanced data analysis
  • Understand how to combine multiple disparate datasets
  • Prepare data for different Business Intelligence (BI) tools
  • Apply Tableau Prep's calculation language to create powerful calculations
  • Use Tableau Prep for ad hoc data analysis and data science flows
  • Deploy Tableau Prep flows to Tableau Server and Tableau Online

Who this book is for

This book is for business intelligence professionals, data analysts, and Tableau users looking to learn Tableau Prep essentials and create data pipelines or ETL processes using it. Beginner-level knowledge of data management will be beneficial to understand the concepts covered in this Tableau cookbook more effectively.

Table of Contents

  1. Tableau Prep Cookbook
  2. Contributors
  3. About the author
  4. About the reviewers
  5. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the example code files
    5. Download the color images
    6. Conventions used
    7. Get in touch
    8. Reviews
  6. Chapter 1: Getting Started with Tableau Prep
    1. Technical requirements
    2. Installing Tableau Prep Builder
    3. Getting ready
    4. How to do it…
    5. How it works…
    6. Checking out the user interface
    7. Getting ready
    8. How to do it…
    9. How it works…
    10. Using Tableau Prep for ad hoc data analysis
    11. Getting ready
    12. How to do it…
    13. How it works…
    14. Preparing data for generic BI tools
    15. Getting ready
    16. How to do it…
    17. How it works…
    18. Preparing data for Tableau Desktop ad hoc analysis
    19. Getting ready
    20. How to do it…
    21. How it works…
  7. Chapter 2: Extract and Load Processes
    1. Technical requirements
    2. Connecting to text and Excel files
    3. Getting ready
    4. How to do it…
    5. How it works…
    6. Connecting to PDF files
    7. Getting ready
    8. How to do it…
    9. How it works…
    10. Connecting to SAS, SPSS, and R files
    11. Getting ready
    12. How to do it…
    13. How it works…
    14. There's more…
    15. Connecting to on-premises databases
    16. Getting ready
    17. How to do it…
    18. How it works…
    19. There's more…
    20. Connecting to cloud databases
    21. Getting ready
    22. How to do it…
    23. How it works…
    24. There's more…
    25. Connecting to Tableau extracts
    26. Getting ready
    27. How to do it…
    28. How it works…
    29. Connecting to JDBC or ODBC data sources
    30. Getting ready
    31. How to do it…
    32. How it works…
    33. Writing data to CSV and Hyper files
    34. Getting ready
    35. How to do it…
    36. How it works…
    37. Writing data to databases
    38. Getting ready
    39. How to do it…
    40. How it works…
    41. Setting up an incremental refresh
    42. Getting ready
    43. How to do it…
    44. How it works…
    45. Publishing a flow to Tableau Server
    46. Getting ready
    47. How to do it…
    48. How it works…
  8. Chapter 3: Cleaning Transformations
    1. Technical requirements
    2. Renaming columns
    3. Getting ready
    4. How to do it…
    5. How it works…
    6. Filtering your dataset
    7. Getting ready
    8. How to do it…
    9. How it works…
    10. Changing data types
    11. Getting ready
    12. How to do it…
    13. How it works…
    14. Auto-validating data
    15. Getting ready
    16. How to do it…
    17. How it works…
    18. Validating data with a custom reference list
    19. Getting ready
    20. How to do it…
    21. How it works…
    22. Splitting fields with multiple values
    23. Getting ready
    24. How to do it…
    25. How it works…
  9. Chapter 4: Data Aggregation
    1. Technical requirements
    2. Determining granularity
    3. Getting ready
    4. How to do it…
    5. How it works…
    6. Aggregating values
    7. Getting ready
    8. How to do it…
    9. How it works…
    10. Using fixed LOD calculations for grouping data
    11. Getting ready
    12. How to do it…
    13. How it works…
    14. There's more…
    15. Grouping data
    16. Getting ready
    17. How to do it…
    18. How it works…
    19. There's more…
  10. Chapter 5: Combining Data
    1. Technical requirements
    2. Combining data with Union
    3. Getting ready
    4. How to do it…
    5. How it works…
    6. Combining data ingest and Union actions
    7. Getting ready
    8. How to do it…
    9. How it works…
    10. Combining datasets using an inner join
    11. Getting ready
    12. How to do it…
    13. How it works…
    14. Combining datasets using a left or right join
    15. Getting ready
    16. How to do it…
    17. How it works…
    18. Expanding datasets using a full outer join
    19. Getting ready
    20. How to do it…
    21. How it works…
    22. Expanding datasets using a not inner join
    23. Getting ready
    24. How to do it…
    25. How it works…
  11. Chapter 6: Pivoting Data
    1. Technical requirements
    2. Pivoting columns to rows
    3. Getting ready
    4. How to do it…
    5. How it works…
    6. Pivoting columns to rows using wildcards
    7. Getting ready
    8. How to do it…
    9. How it works…
    10. Pivoting rows to columns
    11. Getting ready
    12. How to do it…
    13. How it works…
  12. Chapter 7: Creating Powerful Calculations
    1. Technical requirements
    2. Creating calculated fields
    3. Getting ready
    4. How to do it…
    5. How it works…
    6. Creating conditional calculations
    7. Getting ready
    8. How to do it…
    9. How it works…
    10. Extracting substrings
    11. Getting ready
    12. How to do it…
    13. How it works…
    14. Changing date formats with calculations
    15. Getting ready
    16. How to do it…
    17. How it works…
    18. Creating relative temporal calculations
    19. Getting ready
    20. How to do it…
    21. How it works…
    22. Creating regular expressions in calculations
    23. Getting ready
    24. How to do it…
    25. How it works…
  13. Chapter 8: Data Science in Tableau Prep Builder
    1. Technical requirements
    2. Preparing Tableau Prep to work with R
    3. Getting ready
    4. How to do it…
    5. How it works…
    6. Embedding R code in a Tableau Prep flow
    7. Getting ready
    8. How to do it…
    9. How it works…
    10. Forecasting time series using R
    11. Getting ready
    12. How to do it…
    13. How it works…
    14. Preparing Tableau Prep to work with Python
    15. Getting ready
    16. How to do it…
    17. How it works…
    18. Embedding Python code in a Tableau Prep flow
    19. Getting ready
    20. How to do it…
    21. How it works…
  14. Chapter 9: Creating Prep Flows in Various Business Scenarios
    1. Technical requirements
    2. Creating a flow for transaction analytics
    3. Getting ready
    4. How to do it…
    5. How it works…
    6. Creating a call center flow for instant analysis
    7. Getting ready
    8. How to do it…
    9. How it works…
    10. Why subscribe?
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