Data Preparation with Tableau Prep is a course in preparing data with Tableau Prep Builder, from connecting and cleaning data to pivots, joins, unions and aggregation, through to Hyper outputs, automated runs and publishing flows to Tableau Server or Tableau Cloud. It suits data analysts, digital marketers and anyone who must prepare data before analysis.
Before you can build a dashboard, most data has to be prepared. Excel files have multi-level headers, monthly figures sit in columns, product names are spelt inconsistently and data from several systems has to be brought together. Fixing this by hand every time is slow and error-prone. Tableau Prep Builder is the data preparation tool in the Tableau family. It shows every step as a visual flow, lets you check the result of each step immediately and can be run again whenever new data arrives.
This course starts with the Tableau Prep Builder screen and the idea of a flow. You connect to Excel, CSV and databases, use Data Interpreter, explore data in the profile pane, clean it with the clean step, create calculated fields including LOD and rank calculations, and pivot, join, union, aggregate and fill missing rows with New Rows. You then use parameters, organise flows, output to Hyper or a database, run flows from the command line and publish them to Tableau Server or Tableau Cloud. It finishes with a workshop that prepares sales data from several sources for Tableau Desktop. (2 days, 6 hours per day, 12 hours in total, Beginner level.)
Course Details
This is the 2026 edition of the Data Preparation with Tableau Prep course. It runs for 2 days, 6 hours per day (12 hours in total, 09:00-16:00), as lectures with labs on sample data, at Beginner level. The content follows Tableau Prep Builder 2026.x, adding unions, New Rows, LOD, rank and tile calculations, parameters, Hyper and database outputs, running flows from the command line and publishing to Tableau Server or Tableau Cloud. It differs from the Tableau Desktop course, which focuses on visualisations and dashboards, by concentrating on preparing data before analysis. Learners use their own or their company's Tableau licence or a trial and take home the course handbook, practice files and the flow from the workshop.
Section 1: Getting to Know Tableau Prep Builder
Section 2: Lab: Connecting to Data
Section 3: Lab: Profiling and Cleaning Data
Section 4: Lab: Calculated Fields in Prep
Section 5: Lab: Pivoting Data
Section 6: Lab: Joins and Unions
Section 7: Lab: Aggregate and New Rows
Section 8: Lab: Parameters and Organising Flows
Section 9: Lab: Outputting Data
Section 10: Lab: Running Flows from the Command Line
Section 11: Lab: Publishing Flows to Tableau Server or Cloud
Section 12: Workshop: Preparing Sales Data from Several Sources
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
Tableau Prep Builder is for preparing data, such as combining files, cleaning, pivoting, joining and aggregating, then outputting a Hyper file or a ready-to-use data source. Tableau Desktop is for building charts and dashboards and analysing data. Both come with a Tableau Creator licence and are usually used together, preparing data in Prep and analysing the result in Desktop.
Pivot when the same kind of data is spread across many columns, such as sales for January to December in separate columns, which is hard to analyse in Tableau. Add a pivot step and drag the monthly columns into the Pivoted Fields area, and Prep creates one column for the month and one for the value. If a new column appears every month, use a wildcard pivot so the flow picks up new columns automatically.
There are two ways. You can publish the flow to Tableau Server or Tableau Cloud and schedule it with Prep Conductor, which needs a Data Management licence. Or you can run it on your own machine with tableau-prep-cli, plus a credentials file for remote connections, and schedule it with Windows Task Scheduler. This refreshes all of the flow's outputs using the settings in its output steps.
It suits data analysts, data scientists, digital marketers and Tableau Desktop users who need to prepare data before analysis. You should be comfortable with a computer, have experience with a spreadsheet such as Excel and understand rows and columns. Some Tableau Desktop experience helps but is not required. You need a Tableau Creator licence or a trial.
You will be able to connect to Excel, CSV and databases, clean data, create calculated fields, pivot, join, union and aggregate, fill missing rows, use parameters, output to Hyper or a database, run flows from the command line and publish flows to Tableau Server or Tableau Cloud. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.
Yes. It can be run in-house for your team, with examples adapted to your own data, such as your system exports, your database structures and your organisation's Tableau Server or Tableau Cloud. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.
R is a free, open-source programming language and environment for statistical computing and graphics. It offers a wide range of statistical functions and a growing library of community packages on CRAN, which makes it a core tool for researchers,…
The data that organisations and researchers collect, from customer records and sales to surveys and exam results, holds many hidden patterns. Data mining is the work of finding those patterns to make predictions, group similar records or uncover…
Python is one of the most widely used programming languages today, in web development, automation, data work, IoT and AI. Its readable syntax and gentle learning curve make it the first language of choice for many schools and organisations. Yet many beginners…
