Right-click or Cmd-click (MacOS) on the field, or click the More options menu and select Include Field. Add the Source Row Number field to your flow For more information about using this function, see Create level of detail, rank, and tile calculations. This function is useful when there are fields in your data set that can define the sort, such as Row ID or Timestamp. Tableau Prep also supports the ROW_NUMBER function for calculated fields. If you choose to include it, it behaves like any other field and can be used in your flow operations and calculated fields. By default, it is excluded from the flow, but you can include it in one click. This field is generated in the Input step when you connect to your data. In previous releases, if you wanted to include these row numbers, you had to manually add them to the source before adding the data set to your flow. This is available for Microsoft Excel or Text (.csv) file types only. Starting in version 2023.1, Tableau Prep automatically generates row numbers based on the original sort order of your data that you can include as a new field in your flow. Note: This option is not currently supported for files included in an input union. Supported in Tableau Prep Builder version 2023.1 and later and on the web for Microsoft Excel and text (.csv) files. For other data sources you can change the data type in a Clean step.įor more information, see Review the data types assigned to your data These include Microsoft Excel, text and PDF files, data from Box, Dropbox, Google Drive, and OneDrive. You can unhide them at any time if you need them.Ĭhange the field data type for data connections that support it. Hide fields that you don't need to clean, but still want to include in your flow output.You can always go back to the input step and include them later. Configure the data sample ingested into your flow.Perform actions to change the data that you work with in your flow.Note: Field values that include square brackets are automatically converted to parentheses. See Include row numbers from your data set.Ĭonfigure the field properties by changing the field name or configure the text settings for text files. (version 2023.1 and later) Include automatically generated row numbers based on the original sort order of your data set.For more information, see Union files and database tables in the Input step. Union multiple files in the same parent or child directory.Right-click or Cmd-click (MacOS) on the Input step in the flow pane to rename or remove it.For more information, see Add More Data in the Input Step (Link opens in a new window). If you're connected to an Excel or text file, you can also refresh the data from the Input step. This is always the first step in the flow. The Input step is where you can decide what and how much data to include in your flow. When you connect to your data or drag tables into the Flow pane, an Input step is automatically added to the flow. To determine how much of your data set to work with in the flow, you can configure your data set. For more information about authoring flows on the web, see Tableau Prep on the Web in the Tableau Server (Link opens in a new window) and Tableau Cloud (Link opens in a new window) help. The content in this topic applies to all platforms, unless specifically noted. Step 6: Exclude blank values from your new pivoted column.Note: Starting in version 2020.4.1, you can now create and edit flows in Tableau Server and Tableau Cloud. Step 5: Remove the unnecessary Pivot Names field. Step 4: Pivot the Split columns using a Pivot step. Step 3: Remove the unnecessary, original concatenated column. Step 2: Split all values of the concatenated column into separate fields using a Clean step. Step 1: Connect to data with an Input step. Why: This makes it easier to perform analytics on the Service Type field, such as answering questions like, “How many people selected Financial Literacy?”Ībove: Service Types are concatenated in a single value per customerĪbove: Service Types are listed in one column with rows for each Service Type per customer Tableau Prep in Practiceīusiness Goal: How many customers have selected a specific service type?ĭata Goal: Rather than concatenating a customer’s selections in a single value (one row per customer), display all service type selections in a single column with one row per customer/service type combination (multiple rows per customer). I’ve created the following walkthrough to demonstrate just one of many data prep scenarios our clients have faced. Considering both performance and ease of use, prepping your data before it enters Tableau Desktop has many benefits. With the release of Tableau Prep in April 2018, analysts have been given an incredibly valuable tool for their analytical kit.
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