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Collecting and Preparing Data for Tableau Desktop

Pooja Crahen

Get to know how you can collect, prepare and transform your data in Tableau. Learn how you can effectively use Tableau's fast analytic processing capabilities to perform tasks like joins, blend and unions.

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Get to know how you can collect, prepare and transform your data in Tableau. Learn how you can effectively use Tableau's fast analytic processing capabilities to perform tasks like joins, blend and unions.

At the core of Tableau is its fast analytics capabilities that allows you to connect to and analyze almost any database. In this course, Collecting and Preparing Data for Tableau Desktop, you will learn foundational knowledge of collecting, preparing and transforming your data. First you will learn, connecting to different types of files and servers. Next you will discover how you can union and join your data to create cohesive datasets. Finally, you will learn the differences between using live connections and data extracts. When you’re finished with this course, you will have the skills and knowledge needed to collect, prepare and transform your data in order to successfully perform analysis.

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What's inside

Syllabus

Course Overview
Getting Your Data into Tableau
Preparing Data for Use
Joining Multiple Sources of Data
Read more
Extracting Data for Performance
Blending Supplementary Data Sources

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Utilizes industry-standard Tableau, a powerful data analysis and visualization tool
Course scope aligns well with a foundational understanding of data collection, preparation, and transformation for Tableau
Instructor Pooja Crahen is experienced in data visualization and analytics
Suitable for beginners seeking to build a solid foundation in Tableau data management

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Collecting and Preparing Data for Tableau Desktop with these activities:
Explore Tableau Community Resources
Expand your knowledge by exploring Tableau's online resources and community support.
Show steps
  • Visit the Tableau Community website.
  • Search for forums and tutorials related to your specific interests.
  • Join discussions and ask questions to engage with other Tableau users.
Organize and review your course notes and materials
Staying organized and reviewing your materials regularly will enhance your retention and understanding of the course concepts.
Show steps
  • Create a system for organizing your notes, assignments, and other materials.
  • Set aside time to review your materials and reinforce your understanding.
Review the concepts of data integration and transformation
Revising the basics will make it easier to grasp the concepts of data transformation and integration covered in the course.
Show steps
  • Go through your notes or textbooks from previous courses that covered data integration and transformation basics.
  • Complete online tutorials or quizzes to test your understanding.
Eight other activities
Expand to see all activities and additional details
Show all 11 activities
Take practice quizzes or tests
Self-assessment through practice quizzes and tests will help you identify areas where you need to focus your efforts.
Show steps
  • Access practice quizzes or tests related to the course content.
  • Complete the quizzes or tests and review your results.
Participate in a Tableau data transformation and integration study group
Engaging with peers will provide diverse perspectives and help you reinforce your understanding through discussions and shared learning.
Browse courses on Tableau
Show steps
  • Join or form a study group with fellow course participants.
  • Set regular meeting times to discuss course material, practice techniques, and share insights.
Create Example Data Sets
Reinforce your understanding of data manipulation techniques in Tableau.
Browse courses on Data Manipulation
Show steps
  • Open Tableau and create a new workbook.
  • Import a sample data set or create your own.
  • Create calculated fields and parameters to manipulate your data.
Practice data transformation and integration tasks
Hands-on practice will help you solidify your understanding of data transformation and integration techniques in Tableau.
Browse courses on Data Transformation
Show steps
  • Find sample datasets and practice manipulating and transforming the data.
  • Use Tableau's built-in functions to explore different data integration and transformation options.
Create a Tableau dashboard or visualization
Applying your skills to create a tangible project will reinforce your understanding and showcase your proficiency in data visualization.
Browse courses on Tableau
Show steps
  • Gather a dataset that aligns with the course content.
  • Transform and integrate the data using the techniques learned in the course.
  • Create a visually appealing and informative dashboard or visualization in Tableau.
Build Data Visualization Dashboard
Practice creating a data visualization dashboard to demonstrate your skills in data analysis and presentation.
Browse courses on Dashboard Development
Show steps
  • Select a dataset and identify key metrics.
  • Design the layout and structure of your dashboard.
  • Create visualizations to represent your data.
  • Add interactivity and filters to enhance user experience.
Create a data-driven project using Tableau
Applying your skills to a real-world project will provide practical experience and showcase your proficiency in data transformation and integration using Tableau.
Browse courses on Tableau
Show steps
  • Identify a problem or opportunity that can be addressed using data analysis and visualization.
  • Gather and prepare the necessary data.
  • Use Tableau to analyze the data and create visualizations to communicate your findings.
Follow tutorials on advanced data transformation and integration techniques
Exploring more advanced concepts and techniques will enhance your skills in using Tableau for data manipulation and integration.
Browse courses on Tableau
Show steps
  • Search for tutorials that cover specific data transformation or integration techniques in Tableau.
  • Follow the tutorials step-by-step and apply the techniques to your own datasets.

Career center

Learners who complete Collecting and Preparing Data for Tableau Desktop will develop knowledge and skills that may be useful to these careers:
Data Analyst
Data Analysts convert raw data into usable information by collecting, cleaning, and analyzing data from a variety of sources. This course teaches the fundamentals of data collection and preparation, which are essential skills for Data Analysts. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Data Analyst
Data Scientist
Data Scientists use scientific methods, processes, algorithms, and systems to extract knowledge and insights from data in various forms, both structured and unstructured. This course provides a foundation in data collection and preparation, which are crucial skills for Data Scientists. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Data Scientist
Database Administrator
Database Administrators are responsible for the installation, configuration, maintenance, and performance of database management systems. This course teaches the basics of data collection and preparation, which are essential skills for Database Administrators. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Database Administrator
Business Analyst
Business Analysts help organizations improve their performance by analyzing data and recommending solutions to problems. This course provides a foundation in data collection and preparation, which are crucial skills for Business Analysts. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Business Analyst
Data Engineer
Data Engineers design, build, and maintain the infrastructure and tools that enable data scientists and other data professionals to access and analyze data. This course provides a foundation in data collection and preparation, which are essential skills for Data Engineers. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Data Engineer
Statistician
Statisticians collect, analyze, interpret, and present data to help organizations make informed decisions. This course provides a foundation in data collection and preparation, which are crucial skills for Statisticians. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Statistician
Operations Research Analyst
Operations Research Analysts use mathematical and analytical techniques to solve complex problems in a variety of industries. This course provides a foundation in data collection and preparation, which are crucial skills for Operations Research Analysts. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Operations Research Analyst
Market Researcher
Market Researchers collect, analyze, and interpret data to help businesses understand their customers and make informed decisions. This course provides a foundation in data collection and preparation, which are crucial skills for Market Researchers. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Market Researcher
Financial Analyst
Financial Analysts use data to evaluate and make recommendations on investments. This course provides a foundation in data collection and preparation, which are crucial skills for Financial Analysts. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Financial Analyst
Consultant
Consultants provide advice and guidance to organizations on a variety of topics, including data management and analysis. This course provides a foundation in data collection and preparation, which are crucial skills for Consultants. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Consultant
Software Engineer
Software Engineers design, develop, and maintain software applications. This course provides a foundation in data collection and preparation, which may be helpful for Software Engineers working on data-intensive applications. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Software Engineer
Web Developer
Web Developers design and develop websites. This course provides a foundation in data collection and preparation, which may be helpful for Web Developers working on websites that use data. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Web Developer
Information Technology Manager
Information Technology Managers plan, implement, and manage information technology systems. This course provides a foundation in data collection and preparation, which may be helpful for Information Technology Managers responsible for data management. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Information Technology Manager
Systems Analyst
Systems Analysts design, develop, and implement computer systems. This course provides a foundation in data collection and preparation, which may be helpful for Systems Analysts working with data-intensive systems. By learning how to connect to different types of files and servers, union and join data to create cohesive datasets, and extract data for performance, learners will develop the skills needed to succeed in this role.
See salaries and explore the career path for Systems Analyst

Reading list

We've selected eight books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Collecting and Preparing Data for Tableau Desktop.
Cover image
Storytelling with You
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Provides a practical guide to storytelling with data, covering topics such as how to identify and tell compelling data stories, and how to use data to persuade and influence. It valuable resource for anyone who wants to learn more about storytelling with data and how it can be used to communicate data insights.
Storytelling with You: Plan, Create, and Deliver a...
Paperback
$$
Storytelling with You: Plan, Create, and Deliver a...
Kindle Edition
$$
Cover image
The Big Picture: How to Use Data Visualization to...
Save
Provides a comprehensive overview of dashboarding techniques, covering topics such as dashboard design, data visualization best practices, and case studies of effective dashboards. It valuable resource for anyone who wants to learn more about dashboarding and how it can be used to communicate data insights.
The Big Picture: How to Use Data Visualization to...
Paperback
Check
The Big Picture: How to Use Data Visualization to...
Kindle Edition
Check
Cover image
How Charts Lie: Getting Smarter about Visual...
Save
Provides a comprehensive overview of advanced data visualization techniques, covering topics such as multivariate data visualization, interactive data visualization, and storytelling with data. It valuable resource for anyone who wants to learn more about data visualization and how it can be used to communicate data insights.
How Charts Lie: Getting Smarter about Visual...
Paperback
Check
How Charts Lie: Getting Smarter about Visual...
Kindle Edition
Check
Cover image
R for Data Science
Save
Provides a comprehensive introduction to R, a programming language that is commonly used for data science. It useful resource for anyone who wants to learn more about R and how it can be used to support data analysis.
R for Data Science: Import, Tidy, Transform,...
Paperback
$$
(Deutsch) R für Data Science: Daten importieren, bereinigen,...
Kindle Edition
$$$
Cover image
Data Visualisation
Save
Provides a practical introduction to data visualization, covering topics such as choosing the right charts and graphs, designing effective dashboards, and communicating data insights effectively. It useful resource for anyone who wants to learn more about data visualization and how it can be used to communicate data insights.
Data Visualisation: A Handbook for Data Driven...
Paperback
$$
Data Visualisation: A Handbook for Data Driven...
Paperback
$$$
Data Visualisation: A Handbook for Data Driven...
Kindle Edition
$$$
Cover image
Python for Data Analysis
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Provides a comprehensive introduction to Python, a programming language that is commonly used for data analysis. It useful resource for anyone who wants to learn more about Python and how it can be used to support data analysis.
Python for Data Analysis: Data Wrangling with...
Paperback
$$
Python for Data Analysis
Kindle Edition
$$
Python for Data Analysis: Data Wrangling with...
Paperback
$$$
Cover image
The Data Warehouse Toolkit
Save
Provides a comprehensive overview of dimensional modeling, a data modeling technique that is commonly used in data warehouses. It useful resource for anyone who wants to learn more about data modeling and how it can be used to support business intelligence.
The Data Warehouse Toolkit
Paperback
Check
The Data Warehouse Toolkit
Kindle Edition
Check
Cover image
Doing Data Science
Save
Provides a comprehensive introduction to SQL, a programming language that is used to query and manipulate data. It useful resource for anyone who wants to learn more about SQL and how it can be used to support data analysis.
Doing Data Science: Straight Talk from the Frontline
Paperback
$$
(中文) 数据科学实战 (图灵程序设计丛书) (Chinese Edition)
Kindle Edition
$

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Course image
Time
83 hours
Level
Introductory
Via
Pluralsight
Instructor
Pooja Crahen
Language
English
This course belongs to a collection called Tableau Desktop for Analysts. It's comprised of eight courses:
  1. Collecting and Preparing Data for Tableau Desktop (viewing)
  2. Manipulating Data in Tableau Desktop
  3. Tableau Desktop Playbook: Building Common Chart Types
  4. Building Effective Data Communications with Tableau Desktop
  5. Using Calculated Fields in Tableau Desktop
  6. Mapping Spatial Data in Tableau Desktop
  7. Using Integrated Analytics in Tableau Desktop
  8. Building Effective Dashboards with Tableau Desktop
Good to know
Utilizes industry-standard Tableau, a powerful data analysis and visualization tool
Course scope aligns well with a foundational understanding of data collection, preparation, and transformation for Tableau
Instructor Pooja Crahen is experienced in data visualization and analytics
Suitable for beginners seeking to build a solid foundation in Tableau data management
Share and help others discover this course.
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