Tableau Prep for Business Intelligence

Learn how to use Tableau Prep & Tableau Prep Builder to clean, shape and prepare data for analysis & visualization
Tableau Prep for Business Intelligence
File Size :
1.73 GB
Total length :
5h 38m



Maven Analytics


Last update




Tableau Prep for Business Intelligence

What you’ll 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

Tableau Prep for Business Intelligence


Tableau Prep (free 14-day trial, then $70/mo)
We’ll walk through the download & installation process (you do NOT need to have Tableau Prep already installed)
Prior experience with Tableau Desktop is helpful, but not required


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 PrepTableau Prep download, user roles, workspace, visual dictionary, data design, etc.Connecting to Data Connection types, unions & joins, data sampling, refreshing data, etc.Examining & FilteringData types & sizes, value distribution, highlighting, filtering methods, etc.Operations & CalculationsValue & field operations, clean step layouts, calculated fields, LOD calculations, etc.Combining & PivotingUnion & join, aggregate, pivot, organize your flow, etc.Sharing & UpdatingDesktop 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 videoTableau Prep for Business Intelligence ebookDownloadable Tableau project files & solutionsHomework assignments & quizzesCourse Q&A forum30-day money-back guaranteeSee 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.


Section 1: Getting Started

Lecture 1 Course Structure & Outline

Lecture 2 READ ME: Important Notes for New Students

Lecture 3 DOWNLOAD: Course Resources

Lecture 4 Introducing The Course Project

Lecture 5 Setting Expectations

Section 2: Introducing Tableau Prep

Lecture 6 Meet Tableau Prep

Lecture 7 Tableau User Roles

Lecture 8 Downloading Tableau Prep

Lecture 9 Tableau Prep Workspace

Lecture 10 Visual Dictionary

Lecture 11 Example Flow Diagram

Lecture 12 PRO TIP: Data Design

Section 3: Connecting to Data

Lecture 13 Connecting to Data

Lecture 14 Data Connection Types

Lecture 15 Data Connection Examples

Lecture 16 Wildcard Unions

Lecture 17 PRO TIP: Input Joins

Lecture 18 Input Cleaning

Lecture 19 Text Configuration

Lecture 20 Data Sampling

Lecture 21 Refreshing Data

Lecture 22 ASSIGNMENT: Connecting to Data

Lecture 23 SOLUTION: Connecting to Data

Section 4: Examining & Filtering

Lecture 24 Examining & Filtering

Lecture 25 Data Types & Sizes

Lecture 26 Value Distribution

Lecture 27 Finding Fields & Values

Lecture 28 Sorting & Moving Profile Cards

Lecture 29 Highlighting

Lecture 30 Filtering Methods

Lecture 31 ASSIGNMENT: Examining & Filtering

Lecture 32 SOLUTION: Examining & Filtering

Section 5: Operations & Calculations

Lecture 33 Operations & Calculations

Lecture 34 Value & Field Operations

Lecture 35 Clean Step Layouts

Lecture 36 PRO TIP: Pausing Data Updates

Lecture 37 Value Operations

Lecture 38 Value Operations | Clean

Lecture 39 Value Operations | Manual Grouping

Lecture 40 Value Operations | Automatic Grouping

Lecture 41 Value Operations | Split Values

Lecture 42 Value Operations | Edit

Lecture 43 Value Operations | Convert Dates

Lecture 44 Field Operations | Field Types

Lecture 45 Field Operations | Data Roles

Lecture 46 Field Operations | Cleaning

Lecture 47 Calculated Fields

Lecture 48 Level of Detail Calculations

Lecture 49 Analytic Calculations | Rank

Lecture 50 PRO TIP: Copy & Paste

Lecture 51 PRO TIP: Reusable Flow Steps

Lecture 52 ASSIGNMENT: Operations & Calculations

Lecture 53 SOLUTION: Operations & Calculations

Section 6: Combining & Pivoting

Lecture 54 Combining & Pivoting

Lecture 55 Combine Data | Union

Lecture 56 Union Results & Common Issues

Lecture 57 Combine Data | Aggregate

Lecture 58 Combine Data | Join

Lecture 59 Join Results & Common Issues

Lecture 60 Pivot

Lecture 61 PRO TIP: Organize Your Flow

Lecture 62 ASSIGNMENT: Combining & Pivoting

Lecture 63 SOLUTION: Combining & Pivoting

Section 7: Sharing & Updating

Lecture 64 Sharing & Updating

Lecture 65 Saving Flows

Lecture 66 PRO TIP: Preview in Desktop

Lecture 67 Creating Local Extracts

Lecture 68 Saving to External Databases

Lecture 69 Creating Published Data Flows

Lecture 70 PREVIEW: Tableau Prep Conductor

Lecture 71 ASSIGNMENT: Sharing & Updating

Lecture 72 SOLUTION: Sharing & Updating

Section 8: Wrapping Up


Anyone looking for a hands-on, project-based introduction to Tableau Prep,Analytics or BI professionals who need to clean and prepare raw data,Aspiring data professionals looking to add Tableau skills to the resume,Anyone seeking to learn one of the industry’s most popular data prep tools,Students who want a comprehensive, engaging, and highly interactive approach to training

Course Information:

Udemy | English | 5h 38m | 1.73 GB
Created by: Maven Analytics

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