Course Outline


  • Tableau Prep Builder as an ETL (Extract, Transform and Load) tool

Setting up Tableau Prep Builder

  • Activating and Register Tableau Prep Builder

Overview of Tableau Prep Builder Features and Architecture

  • Tableau Prep Builder and its relation to Tableau Desktop, Tableau Server and Tableau Prep Conductor

Navigating the Tableau Prep Builder Workspace 

  • Panes and data grids

Connecting to Data Source

  • Reading an Excel
  • Reading from a database

Shaping Data

  • Creating a Join
  • Creating a Union

Pivoting Data

  • Changing columns to rows

Cleaning Data

  • What is dirty data?
  • Changing the data type
  • Filtering data
  • Aggregating data
  • Updating multiple values at once

Running a Flow

  • Building a flow
  • Refreshing a flow
  • Running a flow from the command line

Outputing Data to Tableau Desktop

  • Analyzing data

Publishing Data

  • Packaging a Prep Builder data flow into an extract
  • Publishing a flow with Prep Conductor 

Best Practices 


Summary and Conclusion


  • Experience with Tableau Desktop
  • Experience writing calculations


  • Data analysts
  • Data scientists
  21 Hours


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