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Upgrade to Tableau Prep Builder 2022.2.1

What you need to know when upgrading to Tableau Prep Builder 2022.2.1

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 2022.2.1

Wildcard Union Enhancements

When creating a union for multiple files in the input step, you can now apply additional, more granular filters to find the files or sheets you want to include in the union. These new options apply to Text, Excel, and Statistical files only and are applied in the order they are specified. Use the following filters to find files for your union:

  • File name (matches, doesn't match) 
  • File size (range of sizes, ranked by size) 
  • Date created (range of dates, relative date, ranked by date) 
  • Date modified (range of dates, relative date, ranked by date) 

New Product Language French (Canada)

See and understand data in your local language. We've expanded our language options to include French (Canada), making Tableau feel more familiar for French (Canada) speakers.

 OneDrive and Sharepoint Online Connector

With the new Connector for OneDrive and Sharepoint Online, users can now access shared OneDrive files and files stored in Sharepoint document libraries directly in Tableau.

 

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 stand-alone product that works seamlessly with Tableau Desktop, Tableau Server and Tableau Online. 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 Online, 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 Online. For a complete list of Tableau supported data source, 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 center 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 plus 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 Online.

 

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 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 applies 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 Online

You can also use Tableau Prep Builder's Publish menu to publish your output to Tableau Online as a .hyper extract, .tde extract, or .csv file, and provide centralized access to the data you have 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 Online release cycles. Customers will need to upgrade to the latest version of Tableau Prep Builder to take advantage of new features and product fixes.

With regular intervals, this site will post new links to community user scenarios, product information, and not least tricks of the trade for the latest 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 will be able to download and use Tableau Prep Builder as part of their maintenance agreement. If you haven't downloaded Tableau Prep Builder already, you may do so by visiting this page or 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 license situation? Start by reading Maintain Licenses 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

 
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Professional Services
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