7 Replies Latest reply on Sep 12, 2018 2:32 AM by Paolo Cavatore

    What can Tableau Prep do that Tableau Desktop cannot...

    Paolo Cavatore

      I'm trying to understand whether Prep brings some new/different functionalities or make it easy to perform the same ones available in Desktop already.

      It can also be interesting to know what Tableau Desktop does that is not doable in Prep.

      Thanks.

        • 1. Re: What can Tableau Prep do that Tableau Desktop cannot...
          Chris McClellan

          Prep allows you to manipulate the data into the "shape" that you want - complex pivotting, joining, filtering, calculations etc..   Yes, that sounds a lot like Desktop but all you are doing is preparing the data for Desktop.  Prep does a heap of stuff that you could do in Desktop, but a whole lot more as well by making it a single datasource and taking the "load" off Desktop.

           

          Desktop can then take the data and visualise it - graphs & dashboards are simple in Desktop and impossible in Prep.  Desktop can publish the workbooks to Tableau Server.

           

          Basically .... Prep gets your data into a better format for Desktop and Desktop visualises your data properly for your users.

          • 2. Re: What can Tableau Prep do that Tableau Desktop cannot...
            Paolo Cavatore

            Hi @Chris McClellan,

            thanks for your answer. My question was actually referring to whether Prep has any new functionality that Desktop is missing...their different scope was quite clear already. You are saying "Prep does a heap of stuff that you could do in Desktop, but a whole lot more as well". I would be interested in understanding that whole lot more...

            • 3. Re: What can Tableau Prep do that Tableau Desktop cannot...
              Joshua Milligan

              Paolo,

               

              Tableau Prep is an entirely different paradigm and gives far greater flexibility for manipulating the data.

               

              In Tableau all the joins take place at once (conceptually) and then transformations like pivot or calculations.  You do have some ability to do calculations for a join (join calculations) but you cannot do complex transformations before a join (e.g. pivot the data and then join) nor can you join together multiple tables and then union that result to another data set (excepting with Custom SQL).  Even with the limitations, the possibilities for data transformation are incredible.

               

              But Tableau Prep takes it to another level.  The paradigm here is a flow of data and you can do transformations in any order.  You can union and then join that to a pivoted table that has been filtered by a calculation.  You can do aggregations and materialize level of detail calculations in your data set, you can create multiple outputs at different levels of detail.

               

              That's the biggest difference: the paradigm and flexibility it gives.  As for features that Tableau Prep has that Tableau doesn't, then there are a few that come to mind:

              • Coordinated pivots
              • Cross-data source union
              • Specify order of joins / unions
              • Aggregate before join / union
              • Filter before join / union
              • Pivot before join / union
              • Join on calculated fields (not just join calculations)
              • Annotate & Document steps of transformation
              • Join preview
              • Data profiling of each step of transformation
              • Multiple data source outputs

               

              I'm sure there are features I'm missing, but those are the ones I can think of right off.

               

              Hope that helps!

              Joshua

              3 of 3 people found this helpful
              • 4. Re: What can Tableau Prep do that Tableau Desktop cannot...
                Christine___

                I'm currently trialling Prep as a way of being able to reproduce the steps associated with a data preparation process for the sake of reproducability and auditing purposes. Other software has the ability to write code to document the process that leads to an analysis-ready dataset, but with Tableau it has always been obscured by the results being visualisations. With Tableau Prep, it looks like the entire process is documented and transparent.

                1 of 1 people found this helpful
                • 5. Re: What can Tableau Prep do that Tableau Desktop cannot...
                  Paolo Cavatore

                  Hi Joshua Milligan,

                  thank for your thorough answer.

                  Indeed the biggest change is the paradigm and flexibility along with the added functionalities you mentioned.

                  Thanks for that.