Video | Tableau | Data prep

Suggested steps in Tableau Prep Builder

Tableau Prep now gives first-time users a helping start by suggesting a clean-up step the moment you drag in a data source.

  • Dragging a data source into Tableau Prep triggers a suggested 'view and clean data' step you can click to add to the view
  • The suggestions aren't applied automatically, but you can open the recommendations panel to apply changes such as setting a data role to city
  • Setting a data role adds intelligence about the field that carries through when you export to Tableau
  • Suggested steps currently only appear for the first step, not for subsequent actions like pivots, joins, or custom splits

Tableau release notes: To help customers get the most out of Prep Builder, we’ve made several UI improvements to make it easier for new users to get started. One improvement is that once you’ve added a data set into a flow, Prep shows you where your next cleaning step can be added. Simply click on the suggested step and a cleaning step is added in one click, helping you along in your data preparation journey.Check out the release blog post: https://www.tableau.com/about/blog/2020/9/new-tableau-prep-group-steps-custom-fiscal-dates-and-more -------Join my Discord Server. https://discord.gg/shBuxXr it’s a little sparse at the moment but hang in there.