Remember, this doesn’t add or delete anything to or from the Excel file. Tableau Prep makes that super easy: select the columns to remove and consider it done.
With every data export come columns we want to jettison. In the example below, I clicked on Payables: Filtering Your DataĬlicking on a segment of the data gives me not only options to Keep Only or Exclude, but it also highlights where those datapoints exist in the other columns. Here are examples of how those data-prepping tasks we mentioned earlier are made easier with Tableau Prep. The great thing about this, and something we don’t get out of the box with Excel, is that we can run the workflow again and again on new data. We get to build a replicable workflow in an easy and intuitive interface. This gives us a quick and easy way of feeling out the data for outliers and oddities, as well as a way of comparing with our expectations. Tableau Prep automatically provides distributions and summaries of each column.
As soon as we connect to data in Tableau Prep, we get something we don’t often get with Excel. This is where you get a glimpse of your new ‘power.’ We’re going to use Tableau Prep to do all the data prep tasks for you. This allows you to play around until you get things right, and you can be safe in the knowledge you’re not going to need the undo button in Excel when something goes horribly wrong and you want to retrace your steps. Something useful to note here is when you’re in Tableau Prep, you’re not messing with the original database. Right, take a deep breath: we’re not going to do any data prep in Excel! It shows sample receivables and payables invoice data with the first row being the headers and all the other rows being the data we want to prepare: Stacking multiple sheets together (union).Jot down the tasks you carry out to complete the data prep. Think of a regular piece of data-prep work you do in Excel that starts with exporting data from a source application (e.g. We have two powerful tools-Excel and Tableau Prep-and when combined, our data-preparation powers are magnified, so we can resolve many more situations. After saving the planet, Captain Planet would say, “The power is yours!”. When they couldn’t resolve a situation with their powers alone, they summoned Captain Planet who combined and magnified their powers. They were given rings that could summon the power of five elements: earth, fire, wind, water and heart. The Planeteers were tasked with saving Earth from environmental disasters.
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Captain Planet and the Planeteersĭoes anyone remember Captain Planet? It was a kids’ TV show in the early ‘90s. Consider them as you read the rest of the article. What matters is that you have identified areas that are significant to you. Maybe we share the same pain points, or maybe ours are completely different. I did the same process, and here were my answers: Get your notepad ready: What are your current pain points when preparing data in Excel? The idea is that you don’t have time to list them all, but you will hit on the top five within a few seconds. Try and answer with three words maximum for each challenge. Take a look at the question, look away from the screen then take one minute to jot down your responses. It’s always a healthy discipline to ask questions first and use technology to answer them second. Before we look at data preparation using Excel and Tableau Prep, we need to ask a question.
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