How to clean your data with Tableau Prep

In this Skillpill, you will learn how to use Tableau Prep to organize, clean, and transform your data to be further used in analysis and visualizations.

Data comes in all shapes and sizes, especially of different quality, which sometimes proves challenging. Imagine you must work with survey results whose questions are populated horizontally along the table, or you encounter duplicate rows or misspelled values. Tableau Prep can help organize, clean, and transform your data for further analysis and visualization.

 

Step 1: Connect to data

In Tableau Prep Builder, connect to Sample – Global Superstore data provided by Tableau. 

 

Step 2: Create the necessary steps in the flow

Drag and drop the Orders tab onto the flow pane

Add a clean step and start cleaning your data: 

Use Group Values by Spelling to correct the misspelled entries from the EMEA Market column; 

Remove the unneeded Discount and Profit columns by selecting them and clicking “Remove column”;

Split the Customer ID column by using Automatic Split Values;

Change the City Column data role to a Geographic City Role. 

Drag and drop the Returns tab onto the flow pane

Add a clean step to look over the individual month columns, select all the month columns

Add a pivot step to switch the columns into the Return Date column and Return quantity new columns

Add an output step to give the possibility to export your clean data to a local file, Tableau published data source or write the information in a database

 

Here you can see the results:

Orders transformations:

Orders transformations

 

Returns from this:

Returns from this

To this:

 

 

Watch the video tutorial here:

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With Tableau Software – the best data visualization platform – you can always understand your business or your job better. Using Tableau, you will make intelligent and strategic decisions and quickly understand the data flow, numbers, and the results it produces. See other #skillpill video tutorials here:

How to display multiple insights on a dashboard in #Tableau

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