Tableau Prep Builder Training Course


Tableau Prep Builder is a software application for combining, shaping, and cleaning data for analysis. It can extract data from a variety of sources, transform it, and then output the data for analysis.

This instructor-led, live training (online or onsite) is aimed at data analysts who wish to prepare and shape data using Tableau Prep Builder.

By the end of this training, participants will be able to:

  • Install Tableau Prep.
  • Understand and implement a Data Science Workflow.
  • Read data from a variety of sources, such as Excel and databases.
  • Prepare, shape and sample data for analysis in Tableau Desktop.
  • Explore and validate data.
  • Create and publish Tableau Prep flows.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.


  • Experience with Tableau Desktop
  • Experience writing calculations


  • Data analysts
  • Data scientists

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

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