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)

Chapter 7: Creating Powerful Calculations

In most analytics scenarios, you'll find that your dataset requires additional calculations in order to perform downstream analysis. For example, you may want to combine the values of multiple fields, or conditionally include certain values only. That's where creating calculated fields comes into play. Calculated fields allow you to perform calculations on your dataset inside Tableau Prep. The benefit of doing so in Tableau Prep rather than in a downstream reporting tool is that Tableau Prep will only need to perform the calculation once. In comparison, if you were to do these calculations in your reports, you'd have to perform them once for each report. Creating a calculation per report requires more effort than creating a calculation once during data preparation. And, of course, if multiple people were to create reports and attempt to calculate a certain value, there would be a risk of applying different calculations, either...