Preparing Data

Key bits on migrating from Excel

anonymizing data for Tableau

DATE() and STR() functions behave differently depending on the data source (Excel/text/Access vs. extract)

DATEPARSE() for converting different date formats

DATEPARSE-ing Tips for Successful Speed Dating with Tableau 8.1


Joining Vs. Blending

When one data source has subcategory & measures, and another has category & subcategory, can use Primary Groups to effectively create the category within the first data source. KB has article on this, search for “creating primary groups from a secondary source”.

Data blending and getting aggregations right:

Workbook with three options (extract, control data relationships for blend, custom SQL) by Jeff Mills:

Creating a Tableau Data Source .tds for connecting to just the database and not the table by Craig Bloodworth:

Outer joining multiple Excel tables

Custom datasource config files:

[loop category=”wikicontent” tag=”preparing,reshaping”]
[field title] – Added [field date]

Related posts:

    [loop tag=”preparing,reshaping,anonymizing,blinding,reshape,reshaper” exclude=”this” relation=”and” compare=”not” taxonomy=”category” value=”wikicontent”]

  • [field title-link][field thumbnail-link]


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