Professional training – Business Intelligence and Reporting

Tableau Prep

Get confident with Tableau Prep in 6 hours: focus on Flows, Cleaning and Joins and unions, live with a trainer, online or on-site.

Duration
6 hours, one session
Level
Intermediate
Format
Online or on-site
Language
German or English
Certificate
Certificate of attendance

Overview

“Tableau Prep” is designed for roles such as Controllers and financial analysts and BI developers and data analysts. In 6 hours you work your way through Flows, Cleaning and Joins and unions in a structured way – with plenty of practice and time for your questions.

Reports are only as good as their data model and design. Our BI courses show how to connect data from different sources, model it cleanly and turn it into understandable dashboards – with Power BI, Tableau, Qlik, SAP Analytics Cloud, Looker Studio and other tools. Tableau Prep is a one-day workshop with compact input and plenty of exercises on realistic datasets. You build your own reports, learn proven design patterns and receive templates that help you standardize reporting in your organization.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Focus areas of the course

FlowsCleaningJoins and unionsPivotAggregationsOutput and automation

Who is this course for?

  • Controllers and financial analysts
  • BI developers and data analysts
  • Business units responsible for reporting
  • IT administrators and BI owners

What you will be able to do

  • You know the key topics of Tableau Prep – Flows, Cleaning, Joins and unions, Pivot, Aggregations and Output and automation – and can apply them in practice.
  • You build meaningful reports and dashboards with Tableau Prep.
  • You model data so that analyses are correct and performant.
  • You define metrics clearly and traceably.
  • You deploy reports securely and run them in a maintainable way.

Course outline

Module 1 Getting started and data connectivity for Tableau Prep
  • Where Tableau Prep fits in the BI landscape
  • Interface and way of working
  • Connecting and refreshing data sources
  • Sample scenario and business questions
Module 2 Focus areas: Tableau Prep
  • Flows
  • Cleaning
  • Joins and unions
  • Pivot
  • Aggregations
  • Output and automation
Module 3 Modeling and logic in Tableau Prep
  • Data model, relationships and granularity
  • Calculations, measures and filter logic
  • Keeping performance and data volume in check
  • Avoiding typical modeling mistakes
Module 4 Visualization and hands-on exercises with Tableau Prep
  • Choosing suitable chart types
  • Building interactive reports and dashboards
  • Design rules for readability
  • Group review of the results
Module 5 Deployment and operations
  • Publishing and sharing
  • Permissions and data security
  • Refresh schedules and maintenance
  • Standards and templates for your organization
Module 6 Transfer to your daily work
  • Exercise based on a realistic case
  • Typical mistakes and how to avoid them
  • Checklist and templates to take away
  • Open questions, outlook and resources for further learning

Prerequisites

Depending on the level, confident Excel skills are enough. Advanced courses assume the fundamentals of the respective tool. Basic knowledge of the topic is helpful.

Technical requirements

Your own laptop with internet access; software, trial license or access to the training environment is provided in advance.

Dates & locations

For every location we suggest a date roughly four weeks ahead. Your preferred date is always possible.

  • Munich Thu, 10 December 2026 6 hrs Request
  • Salzburg Thu, 10 December 2026 6 hrs Request
  • Berlin Tue, 15 December 2026 6 hrs Request
  • Augsburg Wed, 16 December 2026 6 hrs Request
  • Hanover Thu, 10 December 2026 6 hrs Request
  • Bremen Thu, 10 December 2026 6 hrs Request
  • Stuttgart Thu, 10 December 2026 6 hrs Request
  • Kaiserslautern Tue, 15 December 2026 6 hrs Request
  • Online Wed, 16 December 2026 6 hrs Request

Frequently asked questions

What prior knowledge do I need for Tableau Prep?

For beginner courses, confident Excel skills are enough. Advanced courses assume the basics of the respective tool and an understanding of data models. We clarify the right starting point with you in advance and adjust pace and examples to your group.

Can we work with our own data in Tableau Prep?

Yes, gladly for in-house sessions. We then use your anonymized or approved data sources and metrics. Access and data protection requirements are clarified beforehand. Alternatively we use a realistic sample scenario that covers all exercises.

How much does “Tableau Prep” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 6 hours of live training with a trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. For every location we suggest a date roughly four weeks ahead. In the request form you can always describe your preferred date or period in free text – we check availability and get back to you within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run the course exclusively for your team.

Can the course be tailored to our team?

Yes. Tailor-made courses cost approx. €4,500 more, depending on the topic and by arrangement. We agree content, examples and exercises with you in advance.

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