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Tableau Prep Flow Tips

The document discusses best practices for authoring data preparation flows in Tableau Prep including filtering unnecessary data, sampling data, changing data types, and breaking flows into smaller flows to optimize processing time. It also discusses automating flow runs with Tableau Prep Conductor or publishing to Tableau Server and using other tools like Python, SAS, and R for data analysis before running in Tableau Prep.

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smruti
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6 views1 page

Tableau Prep Flow Tips

The document discusses best practices for authoring data preparation flows in Tableau Prep including filtering unnecessary data, sampling data, changing data types, and breaking flows into smaller flows to optimize processing time. It also discusses automating flow runs with Tableau Prep Conductor or publishing to Tableau Server and using other tools like Python, SAS, and R for data analysis before running in Tableau Prep.

Uploaded by

smruti
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Tableau Prep flow: (source: https://www.tableau.

com/blog/best-practices-authoring-data-preparation-
flow#:~:text=You%20can%20help%20Prep%20run,you%20run%20your%20Prep%20flow.)

1. Faster Data processing time:


a. Filtering data on the input step: You can help Prep run faster by removing columns and
filtering out data that isn’t essential to your workflow in the Input step. These actions
guarantee that unnecessary data won’t be loaded into memory while authoring your
Prep flow and will limit the amount of data queried when you run your Prep flow.
b. Sampling data: Prep automatically applies sampling to limit the amount of data it
processes for faster processing time, but when you run the flow, it produces complete
data set.
c. Change data type: Prep automatically assigns data type by default. Changing the data
type in the input step or subsequent data cleaning steps will helps reduce query time
throughout the flow.
d. Breaking flow into smaller flows: Consider dividing your steps into separate flows to
organize your work. Individual steps or even entire flows can be brought together later
through Join or Union steps.

2. Possible Other Softwares to use before running in Tableau Prep:


a. Python: Using Pandas library, you can manipulate data and implement various functions
like filtering, sorting, merging, joining, pivoting and reshaping the data.
b. SAS: SAS can be used to optimize data analysis process.
c. R: R is an inexpensive version of SAS, can be used to optimize data analysis process.

3. Automation of running flows on Tableau Prep:


a. Tableau Prep Conductor: You can use Tableau Prep Conductor to schedule tasks to run
one after the other with Linked Tasks. (Prep Conductor is an add-on and is licensed
through Tableau Data Management.)
b. Publishing flow to Tableau server: Point the output to Tableau Server, publish the flow to
Tableau Server, and connect the Tableau Workbooks to the Server-based data source.

4. Other softwares that create .hyper files: (source: https://tableau.github.io/hyper-db/docs/)


a. SQL
b. Python (3.6 or newer)
c. R
d. C++ (C++11 or newer)
e. Java (Java 8 or newer)
f. C#/.NET (.NET Standard 2.0)

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