Opening & Connecting Data Sources in Tableau Prep Builder

IN THIS COURSE

• 1.  Opening Tableau Prep Builder
  4m 4s
  Before you can start cleaning up your data sources and building your flows, you will need to know how to open the Tableau Prep Builder application and use it to view connections, browse saved and sample flows, and adjust your settings. Knowing how to navigate within Tableau Prep Builder and use the different menus is essential if you are going to get the most out of the application. FREE ACCESS
• 2.  Exploring the Tableau Prep Builder interface
  2m 17s
  The Tableau Prep Builder interface is organized into different areas, allowing you to set up new data connections to start a flow and add and control steps in the flow that you are building. You'll also see how to use the Connections, Flow, and Profile panes. FREE ACCESS
• 3.  Connecting to local data sources
  2m 45s
  Connecting a data source in Tableau Prep Builder is the first step you'll need to perform when building a flow and preparing your datasets. You can connect local data files and database and server-based data sources. In this video, you'll see how to connect local data sources, including Excel, text files, and Tableau extracts. FREE ACCESS
• 4.  Connecting to server-based data sources
  2m 20s
  When connecting a data source in Tableau Prep Builder, you can use a server-based database, such as MySQL and Microsoft SQL Server. To do this, you will need your server credentials. FREE ACCESS
• 5.  Using the Data Interpreter tool
  3m 26s
  The Data Interpreter tool is very useful for performing an initial clean-up of your data source before you begin work on it in Tableau Prep Builder. The Data Interpreter can be used to ignore additional header rows, identify and remove manual row breaks, and even locate subtables contained in the data source. FREE ACCESS
• 6.  Configuring your data input
  2m 43s
  Understanding the Profile pane is essential if you want to correctly configure your data source input. The Profile pane can be used to define your file settings, including connection name, perform union operations, and adjust your data sampling setup. All of these options will affect the data that is brought in to Tableau Prep Builder from your connected data source. FREE ACCESS
• 7.  Configuring your flow fields
  2m 33s
  You can configure your data source's field settings during the Input step, thereby performing a first pass on the data that you are going to be working with in Tableau Prep Builder. You can edit field names, include or exclude fields, and apply calculated filters. FREE ACCESS
• 8.  Changing data types
  5m 43s
  Data type refers to the type of information stored in fields, such as text, dates, and integers. The data type that you use in Tableau Prep Builder has an impact on the accuracy of your data. Tableau can analyze your data and assign data types automatically, but you can also change the data type manually. You can also use data roles to validate the data in your fields. This can help you to avoid importing data with too many discrepancies into your flow. FREE ACCESS
• 9.  Saving & opening flows
  4m 28s
  Tableau Prep Builder involves creating data files, known as Flows. In order to save and work with your flows, you are going to need to know how to save and work with the different file formats available in Tableau Prep Builder. See how to save and browse existing flows, and how to create packaged flows, that can be used to share your flow file and the underlying data source. FREE ACCESS
• 10.  Importing flow steps
  3m 16s
  You can build your flows using steps taken from existing flow files. In Tableau Prep Builder, you can save flow steps in separate files, import steps from other flows using the Import tool, or just use the copy and paste tools to copy steps from one file to another. FREE ACCESS