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Tableau Prep Cookbook

You're reading from   Tableau Prep Cookbook Use Tableau Prep to clean, combine, and transform your data for analysis

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Product type Paperback
Published in Mar 2021
Publisher Packt
ISBN-13 9781800563766
Length 288 pages
Edition 1st Edition
Tools
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Author (1):
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Hendrik Kleine Hendrik Kleine
Author Profile Icon Hendrik Kleine
Hendrik Kleine
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Table of Contents (11) Chapters Close

Preface 1. Chapter 1: Getting Started with Tableau Prep 2. Chapter 2: Extract and Load Processes FREE CHAPTER 3. Chapter 3: Cleaning Transformations 4. Chapter 4: Data Aggregation 5. Chapter 5: Combining Data 6. Chapter 6: Pivoting Data 7. Chapter 7: Creating Powerful Calculations 8. Chapter 8: Data Science in Tableau Prep Builder 9. Chapter 9: Creating Prep Flows in Various Business Scenarios 10. Other Books You May Enjoy

Renaming columns

When it comes to cleaning data, one of the simplest yet most powerful actions might be simply renaming your fields to a more user-friendly format.

Tableau Prep steps can be categorized into three items: inputs, transformations, and outputs. During the first two, the input and transformation steps, we'll always have the ability to change any field name as desired.

Getting ready

To follow along with this recipe, download the Sample Files 3.1 folder from this book's GitHub repository.

How to do it…

Open up Tableau Prep Builder and connect to the December 2016 Sales.xlsx file:

  1. Drag the Sales_Data sheet onto the flow canvas:

    Figure 3.1 – Connecting to Sales_Data

    When you select the Sales_Data input step, the bottom pane will show a preview of all the fields in the source data, along with their data type and some sample values:

    Figure 3.2 – These field names are not user-friendly

  2. In order to change any of the field...
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