And you get hands-on practice with some common data preparation tasks. In this module, you learn the basics of Tableau Prep Builder and why to use it. On your desktop or in the browser, Tableau Prep Builder enables you to get to your analysis faster. We shall have a further dive into building flows in an upcoming write up. Tableau Prep Builder is a visual data preparation tool you can use to help in those cases. One can also have access to the Prep community, blogs written by experts and the latest updates. There is also the visual dictionary which tends to tell you everything about all visuals that used in building flows. Here, there are training documentations embedded with how-to videos for clearer directions. That is found on the lower left side of the interface.ĭiscovery Pane: On the far right in pink is the pane that's very useful but usually overlooked. Sample Flows: Tableau Prep Builder always presents us with sample flows from Superstore and World Indicators for experimentation just as in Tableau desktop. This article lists problems you might encounter when using Tableau Prep Builder and suggestions for how to resolve them. I prefer a card which is usually the default. Toggling between the two buttons on the right side of the recent flow in beige gives you the option to view your recent flows either as a card or a list. Recent flow: In the green box is where Tableau Prep Builder tends to catalogue all flows that have been recently worked on by the user so that a simple click can bring back that flow back into the canvas. Since we can share flows, a flow sent to you by a colleague can also be accessed directly by using open flow highlighted in yellow and the file to be brought in could either be. Clicking on either connect to data or the the plus (+) sign beside connections opens up to the type of files, servers and databases we can connect to. Help tab as the name sounds, takes care of general setting, presents online helps and support, assistance with product keys and also tells us more about Tableau Builder.Ĭonnection Buttons: Circled in orange are the buttons for connection. Flow tab helps in running the flow whiles server is for connecting to the server and flow publication. The edit presents the copying, cutting, pasting, undoing and redoing options. File helps in saving flows, exporting packaged flows, accessing file paths, checking repository locations and also quitting a flow. A click on each of these will give you further options to help you build your flows. Menu bar: On the upper left corner with red boundaries, you have the menu bar where you find file, edit, flow, server and help tabs. Today, I will like to do a short tour on the interface after opening it for the first time. I know writing codes using other softwares can also assist in data cleaning but the diagrammatic view, the drag and drop options, and the room to see various stages of the flow coupled with labels and description makes it understanding quicker for any user. The tool is basically used to clean data to a more presentable format before analysis and visualizations are performed on it. My first experience with Tableau Prep Builder has given me some wow moments.
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