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You're reading from  Tableau Prep Cookbook

Product typeBook
Published inMar 2021
PublisherPackt
ISBN-139781800563766
Edition1st Edition
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Author (1)
Hendrik Kleine
Hendrik Kleine
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Hendrik Kleine

Hendrik Kleine is an advanced analytics leader with 15 years of experience in the analytics space, including in data architecture, engineering, and visualization. He specializes in translating vast amounts of data into easy-to-understand visual communications that provide actionable intelligence. He is an avid innovator and a listed author of multiple data-related inventions. Before COVID-19, he was a speaker at the most recent Tableau conference in San Francisco.
Read more about Hendrik Kleine

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Chapter 9: Creating Prep Flows in Various Business Scenarios

So far in this book, we've learned a wide variety of capabilities offered by Tableau Prep. In this chapter, we're going to cover creating an end-to-end flow in Tableau Prep. Each recipe will allow you to prepare for a realistic business scenario in which you may use Tableau Prep. In the first recipe, we'll build a data flow that prepares transaction data for a chain of stores, for the purpose of downstream analysis. During this process, we'll prepare the data and perform cleanup actions so that the downstream analysis can leverage a comprehensive and clean dataset. In the second recipe, we'll use Tableau Prep to answer questions. That is, we'll transform the data to answer a specific business question. Both of these recipes mimic real-world scenarios that you are likely to encounter, no matter the industry you work in.

In this chapter, we will cover the following recipes:

  • Creating...

Technical requirements

To follow along with the recipes in this chapter, you will require Tableau Prep Builder.

The recipes in this chapter use sample data files that you can download from the book's GitHub repository at https://github.com/PacktPublishing/Tableau-Prep-Cookbook.

Creating a flow for transaction analytics

In this recipe, we'll create a data pipeline, or flow, for analytics. In this scenario, we'll assume that we are an analyst for a fictive department store with multiple physical stores, as well as an online store front. We will be presented with multiple data sources that need to be combined, cleaned, and transformed so that we can output a clean and reliable dataset of all transactions that occurred in the first six months of 2020. This is a common scenario in most industries and is the perfect use case for Tableau Prep.

Getting ready

To follow along with this recipe, download the Sample Files 9.1 folder from this book's GitHub repository. In here you'll find various data files. Several of these files originate from disparate systems and we'll need to employ Tableau Prep to provide a single, holistic output of all transactions.

The contents of the files are as follows:

  • Files starting with OnlineSales...

Creating a call center flow for instant analysis

In this recipe, we'll explore another typical real-world example. In the previous recipe, Creating a flow for transaction analytics, our focus was to provide a new data output that could be used for further analytical purposes. In contrast, in this recipe, we'll leverage Tableau Prep to investigate data in order to answer a business question. That is, our objective is to find the answer using Tableau Prep itself. You're likely to find similar use cases in any industry, where your leadership relies on you not only preparing data but investigating that data and elaborating on things such as business performance using key metrics or performing a deep dive analysis for a specific scenario.

Getting ready

To follow along with this recipe, download the Sample Files 9.2 folder from this book's GitHub repository. The files here contain information from a call center for a company selling laptops and desktop PCs. There...

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Published in: Mar 2021Publisher: PacktISBN-13: 9781800563766
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Author (1)

author image
Hendrik Kleine

Hendrik Kleine is an advanced analytics leader with 15 years of experience in the analytics space, including in data architecture, engineering, and visualization. He specializes in translating vast amounts of data into easy-to-understand visual communications that provide actionable intelligence. He is an avid innovator and a listed author of multiple data-related inventions. Before COVID-19, he was a speaker at the most recent Tableau conference in San Francisco.
Read more about Hendrik Kleine