Tableau Prep

Intermediate 1 day

In this course you will learn to

  • Get started with data cleansing
  • Get started with Tableau Prep and the interface
  • Input data
  • Clean data
  • Group and replace information
  • Review the profile pane
  • Pivot data
  • Aggregate data
  • Create joins and unions
  • Output the final results

Included in this course

  • Hands-on exercises
  • Course manual

Suggested attendees

Business analysts or technical users. Tableau, database and ETL development knowledge a plus but not mandatory.

If all students have strong ETL and database development background, this class can be accelerated.

Choose Format


Course Outline

  • Introduce data cleansing
    • Understand the value of data cleansing
    • Introduce Tableau Prep Builder
    • Navigate the Tableau Prep Builder interface
  • Input data
    • Add data to the flow
    • Look at wildcard unions
    • Sample data
    • Review additional inputs
  • Clean data
    • Understand context for cleaning
    • Review how to clean
    • Add annotations
  • Group and replace data
    • Discuss grouping data
    • Look at fuzzy matching
    • Edit values
  • Profile pane
    • Highlight data
    • Use distributions of data
    • Use the profile pane to identify errors
  • Pivot data
    • Modify the pivot step
    • See how to pivot multiple groups
  • Aggregate data
    • Examine when to aggregate data
    • Modify the aggregate step
  • Joins and unions
    • Look at the join configuration page
    • Join data
    • Review wildcard unions
    • Examine the union step
    • Create a union
  • Output data
    • Save the flow
    • Run the flow
    • Use multiple outputs
    • Look at how to schedule a flow
    • Manage a flow
    • Monitor a flow
    • Discuss developer options
    • Preview the data in Tableau Desktop

  • Payments by purchase order and invoice incur a $50 service fee.
  • Paying party will receive a payment confirmation email upon receipt of payment.
  • Each registered student will receive an email with the course details.
  • Self-paced training subscriptions start when payment is received.

  • Students will receive electronic copies of the course materials and may print one hard copy for their personal use. The course materials are copyrighted and any other reproduction or distribution of these materials is strictly prohibited.

Before class begins, you will need to have a local copy of Tableau Desktop and Tableau Prep.
Download Desktop   Download Prep

Instructor-led online

We recommend using two monitors in order to simultaneously view the training presentation and hands-on class work.

You’ll receive a Zoom link to join the class. We recommend using a headset instead of the computer’s microphone and speakers. You may also listen to the audio by phone.

Instructor-led online

  • 100% refund for cancellations made more than 10 days before the first class
  • 50% refund for cancellations made 5-9 days before the first class
  • No refund for cancellations made less than 5 days before the first class


  • Full refund if cancelling within 24 hours of registration
  • $15 fee for cancellations after 24 hours of registration
  • No refund for cancellations after 15 days of registration
  • Shared subscriptions will be immediately deactivated and no refund issued

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