Book Image

Tableau Prep Cookbook

By : Hendrik Kleine
Book Image

Tableau Prep Cookbook

By: Hendrik Kleine

Overview of this book

Tableau Prep is a tool in the Tableau software suite, created specifically to develop data pipelines. This book will describe, in detail, a variety of scenarios that you can apply in your environment for developing, publishing, and maintaining complex Extract, Transform and Load (ETL) data pipelines. The book starts by showing you how to set up Tableau Prep Builder. You’ll learn how to obtain data from various data sources, including files, databases, and Tableau Extracts. Next, the book demonstrates how to perform data cleaning and data aggregation in Tableau Prep Builder. You’ll also gain an understanding of Tableau Prep Builder and how you can leverage it to create data pipelines that prepare your data for downstream analytics processes, including reporting and dashboard creation in Tableau. As part of a Tableau Prep flow, you’ll also explore how to use R and Python to implement data science components inside a data pipeline. In the final chapter, you’ll apply the knowledge you’ve gained to build two use cases from scratch, including a data flow for a retail store to prepare a robust dataset using multiple disparate sources and a data flow for a call center to perform ad hoc data analysis. By the end of this book, you’ll be able to create, run, and publish Tableau Prep flows and implement solutions to common problems in data pipelines.
Table of Contents (11 chapters)

Preparing data for Tableau Desktop ad hoc analysis

In this recipe, you'll learn how to use Tableau Prep to generate a Tableau Desktop workbook at any point in your flow, to perform further analysis on that data.

Similar to the third recipe, Using Tableau Prep for ad hoc data analysis, we'll find the answer to the question posed for the Superstore data: Which is the top category of products that consumers order with same-day delivery? However, this time, we'll get the answer in Tableau Desktop instead.

Getting ready

Open the Tableau Prep Superstore flow to follow along with the steps outlined. Ensure that Tableau Desktop is installed.

How to do it…

In the steps that follow, we'll produce a temporary hyper extract that will allow us to perform quick ad hoc analysis in Tableau Desktop:

  1. To perform quick ad hoc analysis with a dataset in Tableau Desktop, you can click any step (excluding input and output steps) and select Preview in Tableau...