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Carl Allchin - Tableau Prep: Up & Running: Self-Service Data Preparation for Better Analysis

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Carl Allchin Tableau Prep: Up & Running: Self-Service Data Preparation for Better Analysis
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Tableau Prep: Up & Running: Self-Service Data Preparation for Better Analysis: summary, description and annotation

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For self-service data preparation, Tableau Prep is relatively easy to useas long as you know how to clean and organize your datasets. Carl Allchin from The Information Lab in London gets you up to speed on Tableau Prep through a series of practical lessons that include methods for preparing, cleaning, automating, organizing, and outputting your datasets.

Based on Allchins popular blog, Preppin Data, this practical guide takes you step-by-step through Tableau Preps fundamentals. Self-service data preparation reduces the time it takes to complete data projects and improves the quality of your analyses. Discover how Tableau Prep helps you access your data and turn it into valuable information.

  • Know what to look for when you prepare data
  • Learn which Tableau Prep functions to use when working with data fields
  • Analyze the shape and profile of your dataset
  • Output data for analysis and learn how Tableau Prep automates your workflow
  • Learn how to clean your dataset using Tableau Prep functions
  • Explore ways to use Tableau Prep techniques in real-world scenarios
  • Make your data available to others by managing and documenting the output

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Praise for Tableau Prep Up and Running It has never been more important for - photo 1
Praise for Tableau Prep: Up and Running

It has never been more important for analysts to take control of their
data preparation, andthanks to Allchinit has also never been easier.

Ryan Sleeper, Founder of Playfair Data and Author of Practical Tableau and Innovative Tableau

Years of experience in data preparation packed into an accessible
how-to guide for users of all-levels. Essential reading for Tableau users!

Kimberly Bolch, University of Oxford Tableau Student Ambassador

Carl has used his years of consulting and training experience to produce a compelling and thorough overview of Tableau Prep Builders functionality and the thought processes required to successfully clean, manipulate and enhance data. This is an invaluable guide for budding data preppers!

Luke Stoughton, The Information Lab

Tableau Prep: Up & Running

by Carl Allchin

Copyright 2020 Carl Allchin. All rights reserved.

Printed in the United States of America.

Published by OReilly Media, Inc. , 1005 Gravenstein Highway North, Sebastopol, CA 95472.

OReilly books may be purchased for educational, business, or sales promotional use. Online editions are also available for most titles (http://oreilly.com). For more information, contact our corporate/institutional sales department: 800-998-9938 or corporate@oreilly.com.

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  • September 2020: First Edition
Revision History for the First Edition
  • 2020-08-03: First Release

See http://oreilly.com/catalog/errata.csp?isbn=9781492079620 for release details.

The OReilly logo is a registered trademark of OReilly Media, Inc. Tableau Prep: Up & Running, the cover image, and related trade dress are trademarks of OReilly Media, Inc.

The views expressed in this work are those of the author, and do not represent the publishers views. While the publisher and the author have used good faith efforts to ensure that the information and instructions contained in this work are accurate, the publisher and the author disclaim all responsibility for errors or omissions, including without limitation responsibility for damages resulting from the use of or reliance on this work. Use of the information and instructions contained in this work is at your own risk. If any code samples or other technology this work contains or describes is subject to open source licenses or the intellectual property rights of others, it is your responsibility to ensure that your use thereof complies with such licenses and/or rights.

978-1-492-07962-0

[LSCH]

Preface

Data is everywhere, but for most people its largely unusable for these key reasons:

  • Some data is stored in databases hidden behind a coding language that the majority of the workforce have never been taught.

  • Some data lurks on individuals computers stored away from those who might find it useful.

  • Some data is held in formats that only the developer of the system that created it could read.

So why should you care about this? Frankly, that data holds the answers to questions you have and questions you have yet to even ask. Self-service data preparation is a skill that will change what data analyses you can undertake, reduce the time you need to complete data projects, and fundamentally improve the quality of your analyses.

This book aims to teach you how to access this data and turn it into information to answer those questions using one of the most user-intuitive tools on the marketTableau Prep Builder. Released in April 2018 to support Tableau Desktop, Server, and Online users, Tableau Prep Builder enables you to turn messy data into a format where it can be analyzed in Tableaus software. Tableau Desktop, Server, and Online are software platforms that make data easy to explore and analyze visually.

Previously, the largest gap in Tableaus flow from source system to delivering insightful analysis was manipulating the data into a format thats easy to use. Tableau, like the majority of business intelligence tools, requires the data to be clean and structured into rows and columns. Many analysts used to take on this manual work themselves, hence the need to automate this task and spend that valuable time on the actual analysis instead.

Tableau Prep Builder allows users to easily clean, manipulate, and output data sets that are ready for analysis. Not only that, but Tableau has also embedded a number of its visual analytical approaches within the software so that users can often find the answers to their questions in Prep Builder without having to export the data at all.

Why I Wrote This Book

If everything in Tableau Prep is so intuitive, why do you need to learn how to use it from this book? Simply put, using the tool is only one part of the challenge of preparing data. The other parts consist of:

  • Understanding why to prepare data at all

  • Connecting to all the data you require

  • Understanding how different data types affect the cleaning operations you will need to perform

  • Breaking down the challenge of preparing data to plan your approach

  • Ensuring the proper changes are being made during the cleaning and manipulation operations

  • Combining multiple data sets

  • Determining how and where to output your resulting data

As with all software, it takes a bit of time to learn how to use each function, so this book is filled with screenshots and walkthroughs of the more complicated techniques. A lot of the knowledge shared here will help you undertake your own data preparation projects in any data preparation tool. These techniques will empower you to tackle data sets that previously wouldnt have been accessible to you. That is why I wrote this book: to empower you to use data, or more data, to improve your decision-making.

In my career, I have been on both sides of the data preparation cycle: as the receiver and as the provider of the outputs. As the receiver, I was often frustrated with the time it took to get my hands on the information I required. The information I did receive was often not in the form I required, or it was missing key pieces of data that became required after I originally put in the data request. As the provider, I always took care to understand the problem, the underlying reason why someone wanted the data, so I could deliver the best solution rather than just what they asked for. I was also conscious that the longer I spent on each request, the longer the queue of others waiting to get their own views of different data sets. This is why I began to teach users how to get to the data themselves. Obviously, it isnt possible for everyone to spend the time to develop SQL querying skills (dont worry if you dont know what this means) in order to access tables they didnt even understand why they needed yet. Tableau Prep Builder allows you to complete your own preparation with only a few hours of training rather than the days or weeks it would take to get going with SQL.

By reading this book and taking the time to practice the skills it covers, you should feel empowered and equipped to complete your own data preparation and deliver better analytical answers faster than ever before.

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