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Tableau Prep Builder Overview

Jul 18, 2025

Overview

This lecture introduces Tableau Prep Builder, focusing on its core features and how to start cleaning and preparing data for analysis.

Introduction to Tableau Prep Builder

  • Tableau Prep Builder is a tool designed for cleaning, combining, and shaping data before analysis in Tableau.
  • It provides a visual and interactive way to build data cleaning workflows, called "flows."
  • The interface is user-friendly, supporting drag-and-drop operations for data manipulation.

Main Features and Workflow

  • You can connect to various data sources such as Excel, text files, or databases within Tableau Prep Builder.
  • Data is cleaned and transformed step by step, with each step represented visually in the workspace.
  • Common tasks include removing duplicates, splitting fields, filtering rows, and renaming columns.
  • You can preview changes immediately to ensure your data looks correct at each step.
  • Flows can be saved and reused for future data preparation tasks.

Outputting Data

  • After cleaning, data can be exported to a file (like .csv) or sent directly to Tableau Desktop for visualization.
  • The output step ensures the final dataset is ready for analysis or reporting.

Key Terms & Definitions

  • Tableau Prep Builder โ€” a software tool for preparing and cleaning data visually.
  • Flow โ€” a sequence of steps that clean and transform raw data.
  • Data Source โ€” the original location where data is stored, such as Excel files or databases.
  • Output โ€” the final, cleaned dataset ready for analysis.

Action Items / Next Steps

  • Download and install Tableau Prep Builder if you havenโ€™t already.
  • Try building a simple flow by connecting to a sample data file and performing basic cleaning steps.
  • Explore related resources or tutorials for more advanced data preparation techniques.