Opening & Connecting Data Sources in Tableau Prep Builder

Tableau Prep Builder    |    Intermediate
  • 10 videos | 33m 32s
  • Includes Assessment
  • Earns a Badge
In this 10-video course, you will explore Tableau Prep Builder, a tool for preparing and cleaning data before you start to analyze it. Its core principle is creating flows, based on a series of highly visual steps to process and prepare data. Begin the course by locating and opening Tableau Prep Builder in a Windows 10 work environment, then explore the interface. Learn how to connect to data and add data to the Flow pane; connect to a server-based data source in Tableau Prep Builder; and how to use the Data Interpreter tool to clean files. This leads learners into observing how to use the Profile pane in Tableau Prep Builder to configure data at Input step, and also how to configure field settings at Input step in Tableau Prep Builder. Discover how to change data types to define and correct data for any given scenario, and save standard and packaged flow files, using .TFL and .TFLX formats. Conclude the course by learning how to import flow files and steps in Tableau Prep Builder.


  • Locate and open tableau prep builder in a windows 10 work environment
    Explore the tableau prep builder interface
    Demonstrate the approach of connecting to data and adding data to the flow pane
    Connect to a server-based data source in tableau prep builder
    Demonstrate how to use the data interpreter tool to clean files
  • Use the profile pane in tableau prep builder to configure data at the input step
    Configure field settings at the input step in tableau prep builder
    Change data types to define and correct data for any given scenario
    Save standard and packaged flow files, using .tfl and .tflx formats
    Import flow files and steps in 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
  • 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
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    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
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    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
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    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
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    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
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    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
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    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
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    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
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    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


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