By submitting this form, you confirm that you agree to the storing and processing of your personal data by Salesforce as described in the Privacy Statement. By submitting this form, you acknowledge and agree that your personal data may be transferred to, stored, and processed on servers located outside of the People's Republic of China and that your personal data will be processed by Salesforce in accordance with the Privacy Statement. With Tableau Prep, you can leverage the cleaning and exploratory work you’ve done on the sales data for both outputs, while still creating a unique data source for each audience, as in the example below:īy registering, you confirm that you agree to the processing of your personal data by Salesforce as described in the Privacy Statement. You could create two unique data sources in Tableau Desktop, but you’d be duplicating effort. However, Finance needs cost information at the granularity of individual orders, while Marketing needs survey information at the granularity of individual Products. For example, imagine you’re working with sales data for both the Finance and Marketing departments. In this case, use Tableau Prep, because producing customized data sources will be significantly easier. To learn more about pivoting data in Tableau Prep, check out this free training video. This might seem overwhelming if you’re used to more complicated ETL tools, but Tableau Prep will help you transform this mess into an analysis-ready data source with just a few drag-and-drop steps. While Tableau Desktop can perform simple pivots and joins, the amount of preparation required by this data would be difficult. To analyze the data represented in the screenshot above, you need multiple steps of reshaping and integrating to transform it into columnar format. Data needs advanced reshaping and integrating If your primary goal is to perform one or more of those tasks, that’s a good sign that Tableau Prep is the right solution. I tell my students that, fundamentally, Tableau Prep helps you explore, clean, integrate, and reshape data. Reference Materials Toggle sub-navigation.Teams and Organizations Toggle sub-navigation.
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