Tableau Prep for Business Intelligence

Learn how to use Tableau Prep & Tableau Prep Builder to clean, shape and prepare data for analysis & visualization

4.40 (938 reviews)
Udemy
platform
English
language
Data & Analytics
category
instructor
6,553
students
5.5 hours
content
Sep 2023
last update
$94.99
regular price

What you will learn

Build professional-quality data flows with Tableau Prep

Combine, shape, clean, and prepare raw data for analysis

Learn the same tools used by professional business intelligence analysts and data scientists

Showcase your skills with unique course projects & assignments (with step-by-step solutions)

Explore unique data sets and case studies (Retail, Restaurants, Banking & HR)

Learn from a best-selling instructor, featured author, and award-winning Tableau developer

Description

Tableau Prep is an industry-leading data prep tool, with intuitive tools for combining, shaping, and cleaning raw data for analysis. With data prep often accounting for >80% of the analytics workflow, these skills are critical for any analyst or business intelligence pro!


This course is a practical, hands-on, and project-based introduction to Tableau Prep and Prep Builder, designed to teach you how to connect to sources, examine and filter data, apply operations and custom calculations, join and pivot tables, and share data outputs. As always, we’ll be applying these tools to real-world business intelligence use cases every step of the way.


Throughout the course, you’ll be playing the role of Data Analyst for Maven Charter Schools, an up-and-coming private institution. Your mission? Use Tableau Prep, and the skills you learn throughout the course, to prepare data from a variety of sources, including teacher pay, SAT scores, graduation rates, and more.


But don't worry, we'll be guiding you each step of the way, with crystal clear explanations and helpful pro tips to help you build your Tableau Prep skills.


We'll start with how to connect and configure sources, and apply operations for grouping, splitting and cleaning data. From there, we'll create custom LOD and analytic calculations, and use tools to join, aggregate and transform tables. Finally, we'll review options for saving, updating, and publishing data outputs, along with tools to automate and share flows built with Tableau Prep.


COURSE OUTLINE:


  • Introducing Tableau Prep

    • Tableau Prep download, user roles, workspace, visual dictionary, data design, etc.


  • Connecting to Data

    • Connection types, unions & joins, data sampling, refreshing data, etc.


  • Examining & Filtering

    • Data types & sizes, value distribution, highlighting, filtering methods, etc.


  • Operations & Calculations

    • Value & field operations, clean step layouts, calculated fields, LOD calculations, etc.


  • Combining & Pivoting

    • Union & join, aggregate, pivot, organize your flow, etc.


  • Sharing & Updating

    • Desktop preview, local extracts, published data sources, external databases, etc.


Throughout the course, you’ll come across unique opportunities to put your new Tableau skills to the test, like consolidating World Happiness data, profiling Indian dish recipes, cleaning survey response data, exploring F1 race results, and more.


Whether you’re an aspiring BI professional or just looking to take your Tableau Prep skills to the next level, this is the course for you!


__________

Join today and get immediate, lifetime access to the following:

  • 5+ hours of high-quality video

  • Tableau Prep for Business Intelligence ebook

  • Downloadable Tableau project files & solutions

  • Homework assignments & quizzes

  • Course Q&A forum

  • 30-day money-back guarantee


See you in the course!

-Dustin (Featured Tableau Author & Lead Tableau Instructor, Maven Analytics)


__________

Looking for the full business intelligence stack? Search for "Maven Analytics" to browse our full course library, including Excel, Power BI, MySQL, Tableau and Machine Learning courses!


See why our courses are among the TOP-RATED on Udemy:


"Some of the BEST courses I've ever taken. I've studied several programming languages, Excel, VBA and web dev, and Maven is among the very best I've seen!" Russ C.


"This is my fourth course from Maven Analytics and my fourth 5-star review, so I'm running out of things to say. I wish Maven was in my life earlier!" Tatsiana M.


"Maven Analytics should become the new standard for all courses taught on Udemy!" Jonah M.

Content

Getting Started

Course Structure & Outline
READ ME: Important Notes for New Students
DOWNLOAD: Course Resources
Introducing The Course Project
Setting Expectations

Introducing Tableau Prep

Meet Tableau Prep
Tableau User Roles
Downloading Tableau Prep
Tableau Prep Workspace
Visual Dictionary
Example Flow Diagram
PRO TIP: Data Design
Introducing Tableau Prep

Connecting to Data

Connecting to Data
Data Connection Types
Data Connection Examples
Wildcard Unions
PRO TIP: Input Joins
Input Cleaning
Text Configuration
Data Sampling
Refreshing Data
ASSIGNMENT: Connecting to Data
SOLUTION: Connecting to Data
Connecting to Data

Examining & Filtering

Examining & Filtering
Data Types & Sizes
Value Distribution
Finding Fields & Values
Sorting & Moving Profile Cards
Highlighting
Filtering Methods
ASSIGNMENT: Examining & Filtering
SOLUTION: Examining & Filtering
Examining & Filtering

Operations & Calculations

Operations & Calculations
Value & Field Operations
Clean Step Layouts
PRO TIP: Pausing Data Updates
Value Operations
Value Operations | Clean
Value Operations | Manual Grouping
Value Operations | Automatic Grouping
Value Operations | Split Values
Value Operations | Edit
Value Operations | Convert Dates
Field Operations | Field Types
Field Operations | Data Roles
Field Operations | Cleaning
Calculated Fields
Level of Detail Calculations
Analytic Calculations | Rank
PRO TIP: Copy & Paste
PRO TIP: Reusable Flow Steps
ASSIGNMENT: Operations & Calculations
SOLUTION: Operations & Calculations
Operations & Calculations

Combining & Pivoting

Combining & Pivoting
Combine Data | Union
Union Results & Common Issues
Combine Data | Aggregate
Combine Data | Join
Join Results & Common Issues
Pivot
PRO TIP: Organize Your Flow
ASSIGNMENT: Combining & Pivoting
SOLUTION: Combining & Pivoting
Combining & Pivoting

Sharing & Updating

Sharing & Updating
Saving Flows
PRO TIP: Preview in Desktop
Creating Local Extracts
Saving to External Databases
Creating Published Data Sources
PREVIEW: Tableau Prep Conductor
ASSIGNMENT: Sharing & Updating
SOLUTION: Sharing & Updating
Sharing & Updating

Wrapping Up

BONUS LECTURE

Screenshots

Tableau Prep for Business Intelligence - Screenshot_01Tableau Prep for Business Intelligence - Screenshot_02Tableau Prep for Business Intelligence - Screenshot_03Tableau Prep for Business Intelligence - Screenshot_04

Reviews

Nicholas
October 16, 2023
This has been a great course to get knowlege and paractice on the all of the funtionality of this tool. Great course!
PETER
September 27, 2023
The course at least was very good and I have learned how to use PREP. But unfortunately some of the course files were net easy to use. The fields in the "PerPupilExpenditures_district..." files where character fields and to use them, it was neccessary to convert it over computed fields. Good practice, but not the expected way. Thats why I cannot give a five star rating. Exept of this, it is a five star course
Kasi
September 21, 2023
The course is good, but Maven focuses more on money than teaching. In this course, they did not cover Tableau Conductor. They will create a separate course to make more money. I enrolled into several POWER BI and Tableau Courses. When it comes to POWER BI, They have separate course POWER BI Desktop, POWERBI Advanced DAX, POWER BI Services etc. Other instructors have a single course covering all these concepts. The same with Tableau.
Sebastian
August 15, 2023
there is too much time wasted on repetition of similar steps which was annoying, but otherwise course is well produced. I was only interested in learning the basics necessary for the Tableau Desktop Analyst exam, but this course is too much for that, and probably more beneficial for those with a need to actually use Tableau Prep. (In my workplace we use Alteryx instead).
Ahmed
August 6, 2023
There are no photos to show these fields in the updated version of Tableau as I used to it with the PowerBI course. All the assignments should be a document first so I can try to do it myself before watching the solutions.
Hope
June 30, 2023
The course is very good, detailed and organized. I had a basic knowledge of Prep but am learning many new and exciting things. However, it doesn't seem like all of the quiz questions are covered in the lectures. I answered some based on prior knowledge and could not remember the topic being discussed in the videos.
George
June 2, 2023
So far (halfway), this is good, but the examples contain too many different datasets. This could have been more streamlined for teaching purposes.
MAH
May 4, 2023
This was a good introduction to Tableau Prep's UI and how to use various Tableau Prep functionalities. I like the slides with a summary of what the various capabilities are before going into the demo for most videos. If you have taken another Tableau Prep training which covered just the basic field-level and step-level capabilities, you may find Dustin covering more content such as -Level of detail calculation -Organise your flows -Sharing your flows -Publishing your output data files (including a short discussion of Tableau Prep Conductor to schedule your Tableau Prep flow)
Himanshu
February 19, 2023
really great course and awesome explaination for every step. assignment are really very well explained as well
Kari
February 14, 2023
Yes, the course is a good match. I am following along building a flow for a project at work where I'm connecting to Tableau server data sources rather than using the course Excel files. The information is valuable and readily applicable to my use case.
Anthony
January 7, 2023
Amazing tuition. He is able to explain every point clearly enough. Thank you so much for helping me understand Tableau.
Satria
December 31, 2022
Some explanations lack visual cues, which makes it difficult to understand. But the content is engaging
Matthias
November 2, 2022
For me this is the best Tableau Prep course I so far bought. I use Tableau Prep from time to time and even participate in some of the preppindata weekly practices. Plus, I train customers on Tableau Prep. However, I have learned quite some new tricks and approaches which gives me extra value. I particularly do like Dustin's teaching style, this is why I am closer to hit the buy button when I see he is the teacher.
Siow
October 31, 2022
It is a very complete review for all of the functionality for Tableau Prep Builder. It definitely improved my knowledge on using the tools. However, this course did not give a picture of how all of the implementations in the course are necessary for implementing dashboard for the course project. Perhaps a small few minutes dashboarding from the implemented flow/ model would be great to make the course project more interesting and less like just a to-do list to follow.
Abraham
September 13, 2022
Very good intro to the Tableau Prep Workflow. I've worked with Alteryx and Tableau Desktop, so this came really natural to me and it was easy to follow.

Charts

Price

Tableau Prep for Business Intelligence - Price chart

Rating

Tableau Prep for Business Intelligence - Ratings chart

Enrollment distribution

Tableau Prep for Business Intelligence - Distribution chart
3784432
udemy ID
1/18/2021
course created date
2/28/2021
course indexed date
Bot
course submited by