TABLEAU PREP OUTPUT TO EXCEL INSTALL
TABLEAU PREP OUTPUT TO EXCEL DOWNLOAD

(highlighted in Yellow in below image)Īdd step to remove duplicate order date-1 and customer id-1 field:Īdd Aggregate (Aggregate 3) to find the minimum order date from this data (as we had removed first order date when we applied second join (Join 2))Īdd Join (Join 3) from aggregate 3 and apply join with Aggregate 2 on customer id and order date as shown in below images:

Step 3: Customer ids with second purchase date, sales, number of distinct products and distinct categories:Īdd New join operation on Aggregate 1 and Aggregate 2 with slightly different join criteria where matching customer id but order dates are not equal. With this we have customer ids with their first purchase date, sales, number of distinct products and distinct categories We can anytime look at the changes made on the left side under changes section. We will remove this field using cleaning step:Īlong with this we will rearrange the data and rename fields for better clarification (order date -> 1st purchase date, sales -> 1st purchase sales, Product id -> 1st purchase products and category -> 1st purchase categories) Then add the join condition on customer id and order date as shown below:įinally, we have all required fields but we also got duplicate fields for customer id and order date. Now, its time to use Join operation to join both the aggregate results to get first purchase date, sales, count of products and categories:Īdd Join from aggregate 2 then drag Aggregate 1 into join as shown in image: We can directly set the type aggregation on field by clicking on field and selecting the type as shown in above image. It will look something like below screenshot. Ensure Aggregation level for sales is sum and for product id & category should be distinct counts. Change the aggregation level to minimum for order date (shown in below image)Īdd another aggregate from the source orders, then drag customer id, order date into group fields while drag sales, product id and category into aggregation levels. Select aggregate option, then drag customer id into group fields and order date into Aggregated fields. Tableau prep gives various options to perform next step in data preparation: Step 2: Finding the customer level first purchase date with its sales, number of distinct product ids and categories For the purpose of this post, I selected Customer id, order date, product id, category, sales field from the input section: Here we can select the columns required for further processing or deselect the unwanted fields. Next is we will drag orders into white area and we will see bottom half of right side list of columns in the file. Here, on left hand side we see various sheets in the excel file (source) and on right side we get to see plain white area where we can drag one or multiple source files or tables. Once data file is loaded into Prep, you will get data like below.

Tableau Prep provides flexibility to connect more than 25 data sources right from csv to Amazon redshift to greenplum database.Ĭlick on Connections –> Select Microsoft Excel –> select the file downloaded earlier from path Open Tableau Prep after installing and you can see below screen:

Objective of this exercise is to get output something like this:

TABLEAU PREP OUTPUT TO EXCEL DOWNLOAD

For this exercise, we are going to use superstore data which can be download from here.

TABLEAU PREP OUTPUT TO EXCEL INSTALL

Let’s quickly see how Tableau prep works and for that one needs to download Tableau prep and install it from here. With simple drag and drop features to simplify the complicated tasks of joins, unions, pivots, aggregate or create calculate fields the data quickly. Tableau Prep is new tool from Tableau which helps to help people transform, clean and massage their data for analysis quickly.

Tableau prep output to excel