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Data Modeling with Tableau

You're reading from   Data Modeling with Tableau A practical guide to building data models using Tableau Prep and Tableau Desktop

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Product type Paperback
Published in Dec 2022
Publisher Packt
ISBN-13 9781803248028
Length 356 pages
Edition 1st Edition
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Author (1):
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Kirk Munroe Kirk Munroe
Author Profile Icon Kirk Munroe
Kirk Munroe
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Table of Contents (22) Chapters Close

Preface 1. Part 1: Data Modeling on the Tableau Platform
2. Chapter 1: Introducing Data Modeling in Tableau FREE CHAPTER 3. Chapter 2: Licensing Considerations and Types of Data Models 4. Part 2: Tableau Prep Builder for Data Modeling
5. Chapter 3: Data Preparation with Tableau Prep Builder 6. Chapter 4: Data Modeling Functions with Tableau Prep Builder 7. Chapter 5: Advanced Modeling Functions in Tableau Prep Builder 8. Chapter 6: Data Output from Tableau Prep Builder 9. Part 3: Tableau Desktop for Data Modeling
10. Chapter 7: Connecting to Data in Tableau Desktop 11. Chapter 8: Building Data Models Using Relationships 12. Chapter 9: Building Data Models at the Physical Level 13. Chapter 10: Sharing and Extending Tableau Data Models 14. Part 4: Data Modeling with Tableau Server and Online
15. Chapter 11: Securing Data 16. Chapter 12: Data Modeling Considerations for Ask Data and Explain Data 17. Chapter 13: Data Management with Tableau Prep Conductor 18. Chapter 14: Scheduling Extract Refreshes 19. Chapter 15: Data Modeling Strategies by Audience and Use Case 20. Index 21. Other Books You May Enjoy

Profiling, cleaning, and grouping data

In this section, we are going to begin the process of profiling, cleaning, and grouping data in Tableau Prep Builder. Of all the functions in Prep Builder, the clean step is the one we will use most often. In fact, it is recommended to add a clean step after any other type of step to see if the previous step transformed the data in the manner we were expecting.

Let’s pick up where we left off in the previous section:

  1. The top right-hand section of the Tableau Prep Builder user interface is the flow pane. It gets this name because it is the area where we get a graphical representation of how our data flows through the preparation process. Continuing from the previous section, your flow pane should look like Figure 3.9:
Figure 3.9 – The flow pane

Figure 3.9 – The flow pane

  1. To create a clean step, click on the + symbol to the right of the box. When the drop-down menu appears, select Clean Step, as shown in Figure...
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