For more information, see Connect to Data. Instead you'll need to drag tables from the Connections pane to the Flow pane. You can't add input steps using these menu's.
If you are using Tableau Prep Builder version 2019.3.1 or earlier, refer to that section to see your menu options. Note: The menu options that you see will vary depending on your Tableau Prep Builder version and whether you are adding a step to build out the next step in the flow versus inserting a step between existing steps. Use a Join or Union step type to combine data tables or add a Script step type to incorporate R or Python scripts into your flow.Īs your flow begins to takes shape, you may need to go back to earlier steps in your flow and insert different step types to perform various actions like adding an additional cleaning step or aggregating your data to use the same level of detail as a later step. For example add a Clean Step to do things like split fields, apply filters, or perform a variety of other operations to clean dirty data. Add or insert stepsĪs you build out your flow, you can add different step types to perform the actions that you need. To organize your flow, you can change the default step colors, add descriptions to provide context for your steps or cleaning actions, or reorganize your flow layout to make complex flows easier to follow. 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 Online (Link opens in a new window) help.Īfter you connect to the data that you want to include in your flow, you can begin cleaning and shaping your data by adding new steps to the flow or inserting steps in between existing steps. The content in this topic applies to all platforms, unless specifically noted. Note: Starting in version 2020.4.1, you can now create and edit flows in Tableau Server and Tableau Online.
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