
Open Tableau Prep Builder and connect to the “World Happiness – 2020.csv”Union the 2020 – 2015 files together from the homework 1 folder INSIDE your input table
Note: Do you need to use a matching pattern for these csv files? Can this be done in multiple ways?
Update your sample settings to include all data in the datasets
Include ONLY those fieldslisted below in the flow:
Country
Region
Happiness Rank
Happiness Score
Overall Rank
Ladder Score
File Paths
Change “Happiness Rank” to String Type
Rename “Overall Rank” to “Overall Happiness Rank”
Filter the data to include only records where the “Happiness Score” is greater than 7
Refresh ALL data sets in the flow to ensure all data is up to date
1) Open Tableau Prep Builder and connect to the “indian_food.csv”
2) Add a clean step to the flow using the automatic prompt (manual if version does not support)
3) Find the exact number of rows and fields in the data set. (answer – 255 rows, 9 fields)
4) Find the number of states that the dishes originate from. (answer – 25 States)
5)Examine the field types found in the dataset. How many string fields are there? (answer – 7 Fields)
6) Look at the Prep Time and Cook Time value distributions. Using the detail view, what is the most common prep time and cook time? (answer – Prep Time: 10 Minutes, Cook Time: 30 Minutes)
7)Using the search function, find the dish that has lime in it (Sai’s favorite is lime). Which dish is it? (answer – Petha)
8)Sort region field descending – which is the region with the most dishes? (answer – West)
9) Move the Prep Time and Cook Time fields to the right-most fields in the dataset.
10) Using highlighting, which state has the most “sweet” flavor profile dishes? (answer – West Bengal)
11)Filter the data down to Sai’s preferences based on the below:
Use Keep Only to limit the data to desserts only
Use Select Values filter to limit the data to Bihar, Odisha, and West Bengal states only
Use a calculation filter to limit the data to dishes that take 25 minutes or less to cook
What are the remaining dishes that Sai will use for his initial foodtruck menu? (answer – Balu shahi, Cheera Doi, Phirni, Sandesh)
1) Open Tableau Prep Builder and connect to the “OSMI 2019 Mental Health in Tech Survey Results” dataset (CSV File)
2) Add clean step to the flow > Swap to list view to review the column names (questions) and their responses and swap back to the profile pane once complete.
3) Update the “What country do you *live*” in to be uppercase format.
4) Group the “Do you *currently* have a mental disorder*” field values “Yes” and “Possibly” into “Probably” and “Don’t Know” and “Know” into “Probably Not”.
5) Split the “How many employees does your company or organization have?” into two columns. Rename the split 1 to “Min Employees” and split 2 to “Max Employees”.
6) Edit the values with “N/A” in them in the “Were you aware of the options for mental health care provided by your previous employers?” column to be“NA – Not Aware” and “NA – Not Offered”.
7) Update the “Overall, how much importance does your employer place on physical health?” column to be String Type.
8) Assign a Country/Region data role to the “What country do you *work* in?” field. Which entry does not match the data role? (Hint – Other)
9) Remove the “What is your race?” field.
1. Open flow named “Combining and Pivoting_Homework_Start”
2. Union results_1, results_2, results_3 using the union step
Merge any mismatched field(s)
3. Join Races table to the union using Race ID so that all data from the union remains and only data where the Race IDs match from the races table are brought in (hint – it’s the one of the most common joins)
Fix any mismatches so that the join executes (hint, look at the Field Type of your join clauses and look for any extra letters/characters in mismatches)
Remove any fields with “-1” as they are duplicates
4. Join Drivers table to the latest join in the flow using Driver ID where only matching results are returned from both tables. (hint – this is the default join Tableau Prep uses)
Remove any fields with “-1” as they are duplicates
Add a clean step (this will be for the main consolidated source)
5. Add a columns-to-rows Pivot Step after the Drivers Table join (not the clean step) using the wildcard pivot option. Use the search term “fast” to bring in all measures with “fast in the name and perform the pivot. Rename the pivot fields to be “Fastest Measure Name” and “Fastest Measure Value”
Convert Fastest Lap to DateTime
Convert Fastest Lap speed to Number (decimal)
Convert Fastest Lap Time to DateTime
6. Add an Aggregate Step that will group the driver surname and aggregate the fastest lap speed (max type aggregation).
Hint: You may need to filter to a particular metric because of the pivot that we’ve added in the prior step
We are trying to answer the question “What is the fastest lap ever by driver?”
7. Make all of the joins and union steps “Gray” in color. Add a description to the pivot step that says “Pivot Fastest Measures”. Add a description to the clean step that says “Master consolidated source”. Group steps from “Results Union” all the way through “Drivers Join” and compress the group (enable groups if warning appears).
1) Open flow “Sharing and Updating_Homework_Start”
2) Save the flow as an unpackaged flow file (.tfl). Save the flow as a packaged flow file (.tflx).
3) From the aggregation step, preview the flow results in Tableau Desktop.
4) Output the data to the following (each output should have its own branch)
Hyper extract with create setting (name output “Hyper Create”)
Hyper extract with append setting (name output “Hyper Append”)
CSV with create setting (name output “CSV Create”)
Tableau Prep is an industry-leading data prep tool, with intuitive tools for combining, shaping, and cleaning raw data for analysis. With data prep often accounting for >80% of the data analytics workflow, these skills are critical for any analyst or business intelligence pro!
This course is a practical, hands-on, and project-based introduction to Tableau Prep and Tableau Prep Builder, designed to teach you how to connect to sources, examine and filter data, apply operations and custom calculations, join and pivot tables, and share data outputs. As always, we’ll be applying these tools to real-world business intelligence use cases every step of the way.
Throughout the course, you’ll be playing the role of Data Analyst for Maven Charter Schools, an up-and-coming private institution. Your mission? Use Tableau Prep, and the skills you learn throughout the course, to prepare data from a variety of sources, including teacher pay, SAT scores, graduation rates, and more.
But don't worry, we'll be guiding you each step of the way, with crystal clear explanations and helpful pro tips to help you build your Tableau Prep skills.
We'll start with how to connect and configure sources, and apply operations for grouping, splitting and cleaning data. From there, we'll create custom LOD and analytic calculations, and use tools to join, aggregate and transform tables. Finally, we'll review options for saving, updating, and publishing data outputs, along with tools to automate and share flows built with Tableau Prep.
COURSE OUTLINE:
Introducing Tableau Prep
Tableau Prep download, user roles, workspace, visual dictionary, data design, etc.
Connecting to Data
Connection types, unions & joins, data sampling, refreshing data, etc.
Examining & Filtering
Data types & sizes, value distribution, highlighting, filtering methods, etc.
Operations & Calculations
Value & field operations, clean step layouts, calculated fields, LOD calculations, etc.
Combining & Pivoting
Union & join, aggregate, pivot, organize your flow, etc.
Sharing & Updating
Desktop preview, local extracts, published data sources, external databases, etc.
Throughout the course, you’ll come across unique opportunities to put your Tableau data prep and analysis skills to the test, like consolidating World Happiness data, profiling Indian dish recipes, cleaning survey response data, exploring F1 race results, and more.
Whether you’re an aspiring data analyst, business intelligence professional or data scientist, or just looking to take your Tableau Prep skills to the next level, this is the course for you!
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-Dustin (Featured Tableau Author & Lead Tableau Instructor, Maven Analytics)
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