Upgrade to Tableau Prep Builder 2022.3

What you need to know when upgrading to Tableau Prep Builder 2022.3

Overview

Introduction to Tableau Prep Builder

Tableau Prep Builder is a Tableau product designed to help everyone quickly and confidently combine, shape and clean their data for analysis.

How to get Tableau Prep Builder

Tableau Prep Builder is included alongside Tableau Desktop in the Tableau Creator offering.

 

Start using Tableau Prep Builder:

New in Tableau Prep Builder 2022.3

Write to CRM Analytics with Tableau Prep

After using Tableau Prep to clean, shape and combine data, you can now write your flow output to CRM Analytics.  This new capability, available in both Tableau Prep Builder and Tableau Prep on the web, lets you combine the ease of cleaning and shaping data in Tableau Prep with CRM Analytics to enable your Salesforce CRM users with actionable insights and AI-driven analytics right in their workflow.

Copy field values in the data grid

Easily copy a selected set of values from the data grid and paste them into any document such as Microsoft Excel, Text (.csv) files, email and more. You can even copy and paste them into a SQL editor to quickly run a SQL query.

    Improved supportability

    Based on customer feedback, we have improved the supportability of Tableau Prep Conductor. We are introducing around 400+ unique error messages so that you can quickly troubleshoot Prep Conductor run failures. It is part of the many fixes we plan to include in this release to improve the supportability of Tableau Prep. 

     

    Added in previous versions of Tableau Prep Builder

    You may be interested in knowing what features were added to Tableau Prep Builder in previous months' releases. Visit the Tableau Release Navigator to select a previous version and see a list of features specific to your upgrade.

    Compatibility

     

    Tableau Prep Builder is a standalone product that works seamlessly with Tableau Desktop, Tableau Server and Tableau Cloud. At any point while working in Tableau Prep Builder, you can create an extract of your data, publish your data source to Tableau Server or Tableau Cloud, or even open Tableau Desktop directly from Tableau Prep Builder to preview your data.

    • Tableau Prep Builder works on Windows and Mac. It can create Tableau extracts (.tde and .hyper) and CSV files that can be used in Tableau 10.0 and later versions of Tableau.
    • In Tableau Prep Builder, you can connect to many of the same data sources available in Tableau Desktop, Server and Cloud. For a complete list of Tableau-supported data sources, click here.
    • With some data sources, you may need to install drivers before connecting to your data. If this is the case, see the Driver download page.

     

    New workspace for faster speed to insight

     

    Tableau Prep Builder uses Tableau’s data connectors, calculation language, and governance structure, making it possible to get you up to speed quickly and ready to collaborate at any point in the analytical process.

    The Tableau Prep Builder workspace consists of the connections pane, the changes pane and three coordinated areas designed to help you interact with and explore your data:

    1. Connections pane: The Connections pane shows the databases and files you are connected to. Add connections to one or more databases and then drag the tables you want to work with into the flow pane. 
    2. Flow pane: As you connect to, clean, shape and combine your data, steps appear in the flow pane. You can hover over the icons at the top of each step to see what changes were made. 
    3. Profile pane: The profile pane in the centre of the workspace shows a summary of each field in your data sample. This is where users can see the shape of the data and quickly find outliers and nulls.
    4. Changes pane: Tableau Prep Builder keeps track of any changes you make, in the order you make them, so you can always go back and review or edit those changes if needed.
    5. Data grid: The data grid shows the row-level detail for your data. The values displayed reflect the operations defined in the profile pane. You can filter, keep only and exclude individual field values in this grid, or drag and drop fields to change the display order.

     

    For complete descriptions, including a video, see Workspace in Product help.

    Saving and sharing outputs

     

    Defining output

    Tableau Prep Builder can save three types of files:

    1. .tfl files containing a flow
    2. .tflx files containing a flow and local file-based data sources, such as Excel and text files
    3. Output files containing the results of running a flow

    Output files can be saved in .hyper, .tde and .csv formats, and are defined in the output step. The output files can be opened in Tableau Desktop, and published to Tableau Server or Tableau Cloud.

     

    Tableau Desktop

    Running the flow on Tableau Desktop results in a Tableau data extract file, either a .tde or .hyper depending your version of Tableau. Either one will be saved in your Tableau repository in the Datasources folder. It can also be output to .csv files if you need to use your prepared data for other tools or processes. Note! Once an extract has been created, whether .tde or .hyper, and a workbook based on it, the same compatibility rules for use with different versions of Tableau apply as in other usage situations. For more information, see Make workbooks compatible between versions.

    Tableau Server

    To publish your output to Tableau Server, use the Publish menu in Tableau Prep Builder. The Tableau Server REST API must be enabled in order to receive publish requests from Tableau Prep Builder. For more information see REST API requirements.

    Tableau Cloud

    You can also use Tableau Prep Builder's Publish menu to publish your output to Tableau Cloud as a .hyper extract, .tde extract or .csv file, and provide centralised access to the data you've cleaned, formatted and combined.

     

    Faster updates to Tableau Prep Builder

     

    We’re moving fast and will be launching new features frequently for Tableau Prep Builder, independent of the Tableau Desktop, Tableau Server or Tableau Cloud release cycles. Customers will need to upgrade to the latest version of Tableau Prep Builder to take advantage of new features and product fixes.

    This site will post new links at regular intervals to community user scenarios, product information and – not least – tricks of the trade for the latest in fast, fun and efficient data prep.

    Additional resources

     
    How can I get Tableau Prep Builder?
    Tableau Prep Builder is a subscription-only product included in the Tableau Creator offering. Existing Tableau Desktop users with maintenance agreements will be able to download and use Tableau Prep Builder as part of their agreement. If you haven't downloaded Tableau Prep Builder already, you may do so by visiting this page or by simply clicking the download button at the top of this upgrade page, which always points to the latest version of Prep Builder. Unsure of your licence situation? Start by reading Maintain licences for Tableau Desktop and Tableau Prep Builder
     
     
    Try Tableau Prep Builder first for free!
    You can download a free 14-day trial of Tableau Prep Builder here
     
     
    Review tech specs
    Technical requirements for Tableau Prep Builder can be viewed here
     
     
    Tableau Prep Builder release notes

     

    Get help

     
    Self-service resources
     
    Technical support
    To get the best results from your encounter with Support, please provide the following:
    • Screenshots of the issue and any error messages (expanded)
    • Best times to call
     
    Professional Services
    Our consultants can teach you how to get the most out of the new Tableau Prep Builder feature and unlock the value in your data.