{"id":3166,"date":"2024-02-06T12:00:00","date_gmt":"2024-02-06T11:00:00","guid":{"rendered":"https:\/\/newdatalabs.com\/en\/?p=3166"},"modified":"2024-02-05T10:17:44","modified_gmt":"2024-02-05T09:17:44","slug":"using-tableau-prep-to-prepare-data-for-visualization-in-tableau-part-2","status":"publish","type":"post","link":"https:\/\/newdatalabs.com\/en\/using-tableau-prep-to-prepare-data-for-visualization-in-tableau-part-2\/","title":{"rendered":"Using Tableau Prep to Prepare Data for Visualization in Tableau \u2013 part 2"},"content":{"rendered":"\n<p>In the previous post, we provided a general overview of Tableau Prep. We learned how to start working with this tool, and how to use and navigate through the interface. We also touched on the data transformation, getting to know the data cleaning step \u2013 Clean. In this entry, we are going to discuss further steps of modelling our dataset, starting from grouping, filtering and splitting to creating calculations. As before, the key will be to use Prep daily as a tool to facilitate working with data transformation.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Data grouping<\/h2>\n\n\n\n<p>Grouping is needed in various situations, for example, when we want to limit the number of elements in any given field. Looking at our data, we will perform grouping in the Status field \u2013 we will group the fields with the brand name and the word Certified in one position. You can do this by selecting the field options, then Group Values and Manual Selection. The final step is to change the name of the group to Certified. This way you will get a field limited to three options. Last but not least \u2013 transformation is performed in the existing field, and no new field is created. This allows us to keep the data in order:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/1-blog-05.02.24-1.png\"><img decoding=\"async\" width=\"1024\" height=\"226\" data-src=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/1-blog-05.02.24-1.png\" alt=\"\" class=\"wp-image-3176 lazyload\" data-srcset=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/1-blog-05.02.24-1.png 1024w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/1-blog-05.02.24-1-300x66.png 300w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/1-blog-05.02.24-1-768x170.png 768w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/226;\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>It is also worth noting that the change was recorded in the field Changes, and if you want to edit or remove it at a later stage, it can be easily accessed.<\/p>\n\n\n\n<p>Grouping has one more useful feature \u2013 it can be used to change the existing value. Let\u2019s assume you need to change the names from English to Polish. You can also do this by grouping \u2013 click the desired value, select Edit Value, and change it as you wish. A clip will appear next to it, which is a graphical indication of grouping. This way you can create a group with one element which name you can edit:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/2-blog-05.02.24-1.png\"><img decoding=\"async\" width=\"1024\" height=\"233\" data-src=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/2-blog-05.02.24-1.png\" alt=\"\" class=\"wp-image-3175 lazyload\" data-srcset=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/2-blog-05.02.24-1.png 1024w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/2-blog-05.02.24-1-300x68.png 300w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/2-blog-05.02.24-1-768x175.png 768w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/233;\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Data filtering<\/h2>\n\n\n\n<p>Filtering is one of the basic operations in data transformation that allows us to remove unnecessary items. This way only the applicable data remains, thus making the analysis process less complicated \u2013 you don\u2019t need to go through irrelevant information. In Prep, filtering is performed in the Clean Step. The easiest way to do this is to select the options of your field, then the Filter field, where you get the following options:<\/p>\n\n\n\n<p>1 \u2013 Calculation \u2013 create your own calculation for filtering<\/p>\n\n\n\n<p>2 \u2013 Selected Values \u2013 select an element from the list to be kept or discarded<\/p>\n\n\n\n<p>3 \u2013 Null values \u2013 select to remove or keep nulls<\/p>\n\n\n\n<p>4 \u2013 This option depends on the type of data: for example, for text data you can use Wildcard March, where you can filter the text depending on whether it contains a specific character string or starts or ends with it. The Range of Values can be applied to numerical values.<\/p>\n\n\n\n<p>Going back to our data \u2013 let\u2019s perform the following filtering: year above 2010 and status only Used or Certified. A year is a numeral value, so you can select the Range of Values, then option Minimum (you want cars min. from 2010):<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/3-blog-05.02.24.png\"><img decoding=\"async\" width=\"1024\" height=\"227\" data-src=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/3-blog-05.02.24.png\" alt=\"\" class=\"wp-image-3177 lazyload\" data-srcset=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/3-blog-05.02.24.png 1024w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/3-blog-05.02.24-300x67.png 300w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/3-blog-05.02.24-768x170.png 768w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/227;\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Your filtering will appear in the change pane on the left. Next, you can perform filtering in the Status field, where you select only Used and Certified \u2013 filtering can also appear in the Changes list:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/4-blog-05.02.24.png\"><img decoding=\"async\" width=\"1024\" height=\"224\" data-src=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/4-blog-05.02.24.png\" alt=\"\" class=\"wp-image-3178 lazyload\" data-srcset=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/4-blog-05.02.24.png 1024w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/4-blog-05.02.24-300x66.png 300w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/4-blog-05.02.24-768x168.png 768w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/224;\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>The data filtered in this way can be further processed.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Split \u2013 getting information from the existing field<\/h2>\n\n\n\n<p>Another transformation that you can access from the level of the field options is Split. In this example, we will split the Model field in order to separate the year, make and model. After clicking the field options, select Split, where you can choose from the following:<\/p>\n\n\n\n<p>1 \u2013 Automatic Split, which allows Prep to identify the key, according to which splitting will be performed<\/p>\n\n\n\n<p>2 \u2013 Custom Split, where the user can define the split criteria<\/p>\n\n\n\n<p>Automatic Split will work in simple cases, but it\u2019s good to know Custom Split, to be able to control how the data is split. By selecting the Custom option, you can define the separator (space in our case) and the number of fields to be returned (e.g., first, last, all). Because the descriptions of cars are rather long and complex, let\u2019s separate the first three elements: the year, the make and the model:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/5-blog-05.02.24.png\"><img decoding=\"async\" width=\"1024\" height=\"203\" data-src=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/5-blog-05.02.24.png\" alt=\"\" class=\"wp-image-3179 lazyload\" data-srcset=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/5-blog-05.02.24.png 1024w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/5-blog-05.02.24-300x59.png 300w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/5-blog-05.02.24-768x152.png 768w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/203;\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>We already have the year in the data, but at this point, we are unable to extract the central elements \u2013 so we will remove the duplicated year later. We will neither need the source field of the Model at this stage \u2013 we discard it by choosing Remove from the field option. The last step is to change the names of the newly created fields. All changes are shown in the Changes pane:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/6-blog-05.02.24.png\"><img decoding=\"async\" width=\"1024\" height=\"412\" data-src=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/6-blog-05.02.24.png\" alt=\"\" class=\"wp-image-3180 lazyload\" data-srcset=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/6-blog-05.02.24.png 1024w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/6-blog-05.02.24-300x121.png 300w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/6-blog-05.02.24-768x309.png 768w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/412;\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Creating calculated fields<\/h2>\n\n\n\n<p>So far, we have used transformations from the field options, which has made it easier to transform the data by using the graphical interface. In addition, you can also create your own calculations, by using a variety of available functions:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/7-blog-05.02.24.png\"><img decoding=\"async\" width=\"1024\" height=\"287\" data-src=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/7-blog-05.02.24.png\" alt=\"\" class=\"wp-image-3181 lazyload\" data-srcset=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/7-blog-05.02.24.png 1024w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/7-blog-05.02.24-300x84.png 300w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/7-blog-05.02.24-768x215.png 768w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/287;\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Calculations are created in the same way as in Tableau. You can use this option to transform the Mileage field (expressed in miles) into kilometres:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/8-blog-05.02.24.png\"><img decoding=\"async\" width=\"1024\" height=\"235\" data-src=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/8-blog-05.02.24.png\" alt=\"\" class=\"wp-image-3171 lazyload\" data-srcset=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/8-blog-05.02.24.png 1024w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/8-blog-05.02.24-300x69.png 300w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/8-blog-05.02.24-768x176.png 768w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/235;\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Since mileage depends to a large extent on the car\u2019s age, add the field Annual Mileage. In order to do this, you must first calculate the car age in years, and then divide the mileage by years:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/9-blog-05.02.24.png\"><img decoding=\"async\" width=\"1024\" height=\"230\" data-src=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/9-blog-05.02.24.png\" alt=\"\" class=\"wp-image-3172 lazyload\" data-srcset=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/9-blog-05.02.24.png 1024w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/9-blog-05.02.24-300x67.png 300w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/9-blog-05.02.24-768x173.png 768w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/230;\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Of course, you can create these calculations in Tableau at a later stage. However, if you are working with a single row (and not with aggregated data), it\u2019s worth doing these transformations at the stage of preparing the data \u2013 it will be easier to use them in Tableau at a later point.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">So far we have discussed<\/h2>\n\n\n\n<p>In conclusion, in the previous post we discussed how to connect and clean the data, and in this entry we have reviewed grouping, filtering, splitting, and creating calculated fields. All these transformations are performed in the Clean Step, but you can break them down into separate steps. By adding colours and names, you will get an excellent overview of your data flow:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/10-blog-05.02.24-1.png\"><img decoding=\"async\" width=\"1012\" height=\"109\" data-src=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/10-blog-05.02.24-1.png\" alt=\"\" class=\"wp-image-3173 lazyload\" data-srcset=\"https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/10-blog-05.02.24-1.png 1012w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/10-blog-05.02.24-1-300x32.png 300w, https:\/\/newdatalabs.com\/en\/wp-content\/uploads\/2024\/02\/10-blog-05.02.24-1-768x83.png 768w\" data-sizes=\"(max-width: 1012px) 100vw, 1012px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1012px; --smush-placeholder-aspect-ratio: 1012\/109;\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>In the next entry of this series, we will look at aggregating and pivoting the data, connecting various sources (join and union), and exporting data for further visual analysis in Tableau.<\/p>\n\n\n\n<p>Mateusz Karmalski, Tableau Author<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the previous post, we provided a general overview of Tableau Prep. We learned how to start working with this tool, and how to use and navigate through the interface. We also touched on the data transformation, getting to know the data cleaning step \u2013 Clean. In this entry, we are going to discuss further [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":3174,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"content-sidebar","footnotes":""},"categories":[9,5],"tags":[],"class_list":{"0":"post-3166","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-blog","8":"category-tableau","9":"entry"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Using Tableau Prep to Prepare Data for Visualization in Tableau \u2013 part 2 - NewDataLabs<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/newdatalabs.com\/en\/using-tableau-prep-to-prepare-data-for-visualization-in-tableau-part-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using Tableau Prep to Prepare Data for Visualization in Tableau \u2013 part 2 - NewDataLabs\" \/>\n<meta property=\"og:description\" content=\"In the previous post, we provided a general overview of Tableau Prep. We learned how to start working with this tool, and how to use and navigate through the interface. We also touched on the data transformation, getting to know the data cleaning step \u2013 Clean. 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