Tableau prep builder download install#

It will look something like below screenshot. Ensure Aggregation level for sales is sum and for product id & category should be distinct counts. Change the aggregation level to minimum for order date (shown in below image)Īdd another aggregate from the source orders, then drag customer id, order date into group fields while drag sales, product id and category into aggregation levels. Select aggregate option, then drag customer id into group fields and order date into Aggregated fields. Tableau prep gives various options to perform next step in data preparation:

Step 2: Finding the customer level first purchase date with its sales, number of distinct product ids and categories For the purpose of this post, I selected Customer id, order date, product id, category, sales field from the input section: Here we can select the columns required for further processing or deselect the unwanted fields. Next is we will drag orders into white area and we will see bottom half of right side list of columns in the file. Here, on left hand side we see various sheets in the excel file (source) and on right side we get to see plain white area where we can drag one or multiple source files or tables. Once data file is loaded into Prep, you will get data like below. Tableau Prep provides flexibility to connect more than 25 data sources right from csv to Amazon redshift to greenplum database.Ĭlick on Connections –> Select Microsoft Excel –> select the file downloaded earlier from path Open Tableau Prep after installing and you can see below screen: Objective of this exercise is to get output something like this: For this exercise, we are going to use superstore data which can be download from here.

Tableau prep builder download install#

Let’s quickly see how Tableau prep works and for that one needs to download Tableau prep and install it from here. With simple drag and drop features to simplify the complicated tasks of joins, unions, pivots, aggregate or create calculate fields the data quickly. Tableau Prep is new tool from Tableau which helps to help people transform, clean and massage their data for analysis quickly.