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For general information about connecting to data to build a flow see Connect to Data. When you need to pivot your data from columns to rows, you can now manually select fields in the profile pane to pivot them or Tableau Prep Builder can recommend the fields to pivot and create the pivot for you. Both options automatically generate your pivot step so you can quickly perform any additional pivot actions like renaming the pivoted fields or pivoting on additional fields.

To manually pivot columns to rows from the Profile pane, simply select the fields you want to pivot, then right-click or Ctrl-click MacOS and select Pivot Columns to Rows from the menu to create the new pivot step and pivot your fields. If Tableau Prep Builder detects fields that can be pivoted, a recommendation option will show in the Profile pane toolbar. Click the icon light bulb in the toolbar and select the pivot recommendation.

The recommendation shows which fields it will pivot. Simply click Apply to generate the Pivot step and pivot your fields. For more information about pivoting your data, see Pivot Your Data. For more information about how to use recommendations to clean your data, see Apply cleaning operations using recommendations version To give you more visibility when processing large data sets or flows, we've added a progress indicator at the top of the Flow pane to give you status updates as Tableau Prep Builder processes your data.

Now you can have more visibility into what Tableau Prep Builder is doing behind the scenes so you no longer have to wonder whether your data is still being processed or if a problem has occurred. Additional configuration may be needed to save your credentials for these connectors if you plan to publish your flows to Tableau Server or Tableau Online.

For more information about connecting to cloud data connectors, see Connect to cloud data sources. Tableau collects data that helps us learn how our products are being used so we can improve existing features and develop new ones.

All usage data is collected and handled according to the Tableau Privacy Policy. But you can opt out if you do not want to participate. The opt out option has changed. Usage data collection is enabled by default. If you don't want to participate, select the Don't send product usage data check box from the installer or Customize installer MacOS dialog or from the Help menu after installation. If you need other drivers to connect to your data, you can install them from the Driver Download page.

Good news for users who may have experienced performance issues in their data Prep Builder workflows. We have made improvements with this release:. The interactive performance improvements are compatible with Conductor and should not affect batch mode in any way. Inserting steps in a flow used to be a multi-step process, but with these updates, you will be able to insert any step except inputs and outputs without going through the multi-step process.

Open any flow and navigate to a branch. Click on the icon and select the step you would like to insert. For more information, see Add or Insert Steps. This feature is fully compatible with Conductor.

It does not impact how flows are run. Many users find themselves applying the same set of cleaning operations to prepare data, they want to be able to reuse some of their work within the same flow for different data and across multiple flows. This new feature helps users easily reuse Steps from a flow to help save time and, whenever possible, leverage the work of others. A user can now select a group of connected steps and save them to a file to reuse in other flows or publish them to Tableau server to reuse later or have others leverage their work.

For more information, see Create reusable flow steps version Flow snippets are simply. They can be scheduled if there is an input and output step. With Prep Builder And, with Prep Builder With this release users will be able to automatically fix invalid values by matching and replacing them with the closest valid ones. Now users can leverage custom data roles and automatically fix invalid values! Select any data set and categorical field and publish as a custom data role. Then apply that data role to data with inaccurate values.

The recommendations offer the choice to replace invalid values with the closest one for the data role it uses the Pronunciation and Spelling algorithm and you can simply apply it to fix your data quality issues.

For more information about fuzzy match, see Group similar values by data role. Fuzzy grouping algorithms do not run in batch mode — when the flow is authored and a user selects a grouping algorithm, the exact groupings are stored in the Changes list and those in turn are run in batch mode making this feature Conductor compatible.

With flow navigation customers get a minimized version of their flow that they can use to navigate. From this tool, yo can also zoom in and out of the flow. For more information, see Use the flow navigation tool.

Customers love the view in the input step, because they can easily see all their fields and take quick actions like renaming or removing fields and wanted a similar experience for all steps. Sometimes they were frustrated by the fact that they often see no more than 4 or 5 fields in the view and must scroll to see the rest. The new list view allows customers to have a different view of their data focused specifically on their metadata. From this view users will be able to easily remove and rename steps as well as be able to change data types and add calculations.

For more information, see Select your view. Many customers are using the command line interface to automate running Tableau Prep flows on their machines. Our latest improvements in this area will eliminate the need for a user to manually enter their MacOS keychain credentials every time the flow runs. Just run any flow using the command line interface that is installed with Tableau Prep Builder.

At any point while working in Tableau Prep Builder, you can create an extract of your data, publish your data source to Tableau Server or Tableau Online, or even open Tableau Desktop directly from Tableau Prep Builder to preview your data. The Tableau Prep Builder workspace consists of the connections pane, the changes pane, and three coordinated areas designed to help you interact with and explore your data:.

For complete descriptions, including a video, see Workspace in Product Help. Output files can be saved in. It can also be output to. Once an extract has been created, whether. Customers will need to upgrade to the latest version of Tableau Prep Builder to take advantage of new features and product fixes. DMG and double-click the installer package. PKG to start the installation. Drivers for some data sources are installed automatically when you install Tableau Desktop. This option allows us to gather usage pattern data to improve the product.

For more information about this option and how to turn it off after installation, see Turn off usage reporting. For more information about the type of data we collect, see Tableau Product Usage Data Link opens in a new window. To opt out of providing usage data, select the Don't send product usage data check box. On the Installation Type step, in the bottom-left of the install wizard, click Customize.

To opt out of sending product usage data, select the Don't send product usage data check box. Note : Starting in Tableau Desktop version If you need other database drivers, you can install them from the Driver Download Link opens in a new window page.

Optional On Windows, to customize the install, on the Install welcome screen, click Customize and change any of the following options:. Install location : Specify a different location to install Tableau Desktop. Important : If you specify a custom directory for the install location and plan to install future releases to this same location, you need to specify a version specific sub-folder to install to. Otherwise you will need to uninstall the previous version first.

Side-by-side installs of multiple versions in the same sub-directory is not supported. Create a desktop shortcut : Clear the check box if you don't want to automatically create a desktop shortcut for Tableau.

Create a Start menu shortcut : Clear the check box if you don't want to automatically add a shortcut for Tableau to the Start menu.

Check for Tableau product updates : Clear the check box if you want to disable the product update feature. This feature checks for maintenance updates and installs them automatically. If you disable this option at install it also disables the menu option for users. For more information about the product update feature, see Control Product Updates for Tableau Desktop.

Install database drivers : Clear the check box if you don't want to automatically install the database drivers. You can also disable one or more of the drivers from the command line. For more information about this option, see Installer properties Link opens in a new window. Click Install to begin installation. After installation is complete, you will need to activate and register the product to begin using it.

For more information, see Activate and register your product. If the computer resources are exhausted, SRM may terminate the protocol server process belonging to Tableau Prep Builder, which has no recovery mechanism.

DMG , and then double-click the installer package. Optional To customize the install, on the Install welcome screen for Windows or on the Installation Type step for the Mac, click Customize and change any of the following options:.

Install location : Specify a different location to install Tableau Prep Builder. Create a desktop shortcut : Clear the check box if you don't want to automatically create a desktop shortcut for Tableau Prep Builder.

Create a Start menu shortcut : Clear the check box if you don't want to automatically add a shortcut for Tableau Prep Builder to the Start menu. To turn off this option during install, clear this check box during install.

To turn this option off after installation see Turn off error reporting Link opens in a new window. Important: Tableau Prep Builder is only available in bit and If you already have bit drivers installed, you'll need to install the bit version of those drivers to connect to your data with Tableau Prep Builder. PostgreSQL database driver : Clear the check box if you don't want to automatically install the database driver. Note : Starting in version After the installation process is finished, the next step is to register and activate your product.

Use one of the following options:. Install offline : If you're installing the product on a computer that doesn't have internet access, or if your company firewall or proxy restricts access to the licensing. Is your organization ready to upgrade all workbooks? After you install a release upgrade, any existing workbooks you open and then save in the newer version will be upgraded.

After that, these workbooks, as well as any new workbooks you create using the new version can't be opened with an older version of Tableau Desktop unless you downgrade the workbook.

For more information about version compatibility and downgrading workbooks, see Make Workbooks Compatible Between Versions.

When you upgrade to a new release version of Tableau Desktop, bookmarks, workbooks, and data sources that you were working with that is, that are in the local Tableau repository on your computer are still available in the new version. Any recent workbooks, your recent connections list and any customizations that your organization has made to the discover pane are automatically imported when you launch your new version of Tableau Desktop. After you open and save a workbook or data source with the upgraded version of Tableau Desktop, you can no longer open it with older versions.

Instead you would need to downgrade the workbook to open it. Note: If you've been participating in the Tableau Software Beta program, you also have a beta version of the Tableau repository. The beta repository will still exist after you install the new major version, but Tableau Desktop will no longer use it.

To make your beta workbooks accessible in the new release version, copy the workbooks from the beta repository to your new repository. With a release upgrade, new sample data sources and workbooks replace the old samples—unless you've modified and saved any of the sample workbooks or data sources to an alternate location. The modified workbooks and data sources are retained and the equivalent new sample workbooks or data sources are not installed.

This is done on a case-by-case basis. For example, if you've modified the Sample - Superstore data source, but not any of the other sample workbooks or data sources, the installer will replace all of the other sample workbooks or data sources, but not the Sample - Superstore data source. Typically, you upgrade to the new release version number on the same computer where you were running the previous release version.

You don't have to uninstall the older version before you install the new version. Depending on the product and the release version, the new release version may or may not replace an existing release version on the computer.

For Tableau Desktop, you can keep two release versions for example, version Tableau Prep Builder generally releases a new version every month and upgrading to a newer version may overwrite the existing installed version on your computer. To determine whether the upgrade version will overwrite your current version, you can look at the version numbering for the product, but how you read this version numbering varies by product. The following examples shows whether an upgrade will overwrite the currently installed product version.

After you've been using the newer version for a while and have upgraded all your workbooks or flows, it's a good practice to uninstall the older version to avoid confusion and clutter.

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