You can select which parts of the diagram you want to keep which will translate to a left, inner, right or outer join. Joining : Selecting the join type is done in a visual way with a venn diagram.With the automatic options, you can view your results and adjust if needed.Īutomatically grouping values based on spelling You can also control click and directly group values, or replace with null for example. Grouping : This can be done by manual selection, pronunciation, common characters or spelling. You can also easily click on a value in the profile pane or data pane and select “keep only” or “exclude”, just like in a visualization in Tableau Desktop. Tableau Prep offers several data cleaning options including:įiltering : Remove unwanted rows from your data with a calculation, filter selected values, filter on a range of values, filter using a wildcard match, or filter null values. From there, you can start building your flow to clean your data, or you can add more data connections via the connection pane. After successfully connecting to your desired data source, Tableau will then take you to the workspace. When you select the “Connect to Data” option, you choose your data source, and enter the connection details if required. When you open Tableau Prep, it’ll ask if you want to connect to data or open a previous flow. Tableau Prep supports a wide range of data sources, including Excel spreadsheets, CSV files, Tableau data sources, databases, and cloud-based data sources. Preparing and Cleaning your data with Tableau Prep This allows you to quickly identify and resolve any issues that may arise during the flow execution.Ģ. You can view detailed flow run information, including start and end times, status, and any error messages. Tableau Prep Conductor also allows you to monitor the performance of your flows. This ensures that your data is always up-to-date and ready for analysis, saving you time and effort. Tableau prep conductor is part of the Data Management Add-On for Tableau Server, and it allows you to schedule Tableau Prep flows (which have been published to Tableau Server/Tableau Cloud) to run automatically at specific intervals such as hourly, daily, weekly or monthly. If you would like to share your flow then you can publish it to Tableau Server/Tableau cloud and allow others to run it, edit it, or make a copy of it. This can help to save time and ensure consistency in your data cleaning process. You can import whole flows, or a certain group of steps from a flow, into another flow. You can also directly preview your results in tableau desktop by right clicking any step and selecting “Preview in Tableau Desktop”. This allows you to easily share your cleaned data with others and collaborate on your data analysis. The value 0.7 in the 4th column (Discount) has been clicked in the example above and you can see how the other columns are highlighted for where this value exists, and the data grid below is also filtered for this value.Īt any point in your flow, you can add an output step to write the data to a file, database, published data source on Tableau Server/Tableau Cloud, or to CRM Analytics. Clicking somewhere here will also filter the row level data grid below which is handy if you want to drill down and investigate certain values. The profile pane allows you to see a summarized view of your data, and provides you the ability to click on a value to highlight the other fields. There are three main sections of the tableau prep workspace - the flow pane (1), the profile pane (2) and the data grid (3).Ī flow is a series of steps that you take to clean and reshape your data, and shows a visual representation of what is happening along the way. The workspace of Tableau prep builder is very visual - allowing you to easily keep track of changes made throughout the flow, and identify and fix data quality issues at each step. With its intuitive interface and a wide range of built-in functions, Tableau Prep makes it easy for users to perform complex data transformations without the need for coding or scripting. Tableau Prep Builder is a powerful data preparation tool that allows users to quickly and easily clean, reshape, and combine data from a variety of sources.
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