“I appreciate the fact that we were able to easily deviate from the book when possible to cover more interesting & advanced topics. [Instructor] is very knowledgeable and honest about BO XI capabilities. Thanks.”
John F, FedEx

“[Instructor] is very knowledgeable in this subject and is able to communicate information in an easy, understandable manner. I look forward to doing the advanced class…”
– Kimberley G, Rogers Wireless

“This instructor gets a 10 out of 10. He is brilliant and has the expertise and teaching methodology that makes this type of course fun and educational. Highly recommend for future courses!!! OUTSTANDING!!!!!!!!!!!”
Attendee, Burger King Corporation

Course Description

This course is best suited for people who have 3-6 months experience in Tableau Desktop and are somewhat familiar with writing calculations.

Throughout the course, our instructors will take you from conceptual data preparation material to creating useful Tableau Prep flows that can be output to Tableau Desktop for analysis.


Users with 3-6 months of desktop experience


This course is designed to provide you with the tools and knowledge of how to prepare and shape data in Tableau Prep.

By the end of this course you will:

  • Understand what data works best with Tableau Desktop and how to shape and clean it appropriately to get maximum flexibility from Tableau Desktop
  • Learn how Tableau prep folds into the analytic cycle, when to prep tableau in Tableau Prep vs. Tableau Desktop
  • Understand the terminology used in Tableau Prep
  • Know how Tableau Prep approaches data sampling
  • Create and understand data prep flows that address common scenarios encountered in data preparation, as applied to common data use cases
  • Know how to view data prepared in Tableau Prep using Tableau Desktop
  • Understand data exploration and validation in Tableau Prep and Tableau Desktop


2 Days – Live Classroom/Virtual


Some familiarity with Tableau Desktop

Topics Covered

  • Introduction to the workspace
  • Introduction to the workflow
  • Data literacy comcepts
  • Connecting to and configuring data
  • Exploring data
  • Cleaning Data
  • Preferred data structures in Tableau
  • Shaping data
  • Combining data
  • Opening a data sample and creating an output file
  • Best practices for data preparation
  • Complex flows
  • Starting with a question
  • Hands-on data preparation

Download Course Description

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