Week 1- Planning with Tableau Prep

In week 1 we were introduced to Tableau Prep Builder. The 3  areas of focus included, Cleaning Data, Joining Data and Pivoting Data.

We were given a dataset that we had to organise and prepare for visual analysis.

I started off by creating a plan for my dataset 'Monthly Sales by Year and Store':

As you can see my dataset consisted of 3 different sheets labeled as the year that data was recorded. Each sheets layout was the same.

Firstly I started off by planning how I wanted my dataset to look like before jumping onto Tableau Prep.  

Steps 1 to 3 of plan (Pivoting from Columns into Rows & Splits) 

The next steps cover a pivot again however, this time we are pivoting the other way - Rows into Columns (see my previous blog on the difference).

Steps 4 to 5 of plan (Pivoting from Rows into Columns & Splits)

Finally I knew I needed to combine all 3 dataset together and I could do this using a Union Tool.

Step 6 (Union datasets)

Feedback- After presenting my plan alongside my tableau prep, I was given helpful feedback regarding my prep workflow. Instead of repeating all 5 steps for sheet 2022 & 23, I should have used a wild card union at the start of my workflow. See original workflow vs workflow after feedback given.

Original workflow - 3 datasets organised and cleaned with union tool used at the end to bring the 3 together. 
Wildcard Union changing my Tableau workflow to only 1 and saving me lots of time.
Author:
Alexandra Skelly
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