Classify your Data to Guarantee Data Governance(Infographics)

Data preparation is purging imperfectly formed data, reorganising unclean data, and merging various data sets for analysis. Rows and columns in the data structure must be changed, and data types and values must be cleaned up. The amount of time it takes to find insights directly depends on how quickly and well you prepare your data. The entire process can be sped up by being aware of the extent of the data you're studying and observing the modifications you make to the data. With the help of Tableau Prep Builder, data can be combined, shaped, and cleaned more quickly and easily for analysis within Tableau. You can swiftly obtain high-quality data using the linear and visual approach when preparing your data. When ushering in data into a data prep tool, it is always better to know what you're working with and whether you're looking at the complete data set or just a subset. Before you begin cleaning, you might also need to undertake some data research. Five crucial steps are to be taken care of for prepping the data. Let's have a look:

1. Adjust the data sample size

2.Evaluate the data

You'll probably want to start by counting the number of distinct values in each field. A simple check at the column header at the top reveals how many states are represented in the data set. You'll also want to understand how various values connect to identify data outliers or problems. You can utilise highlighting in Tableau Prep to find correlations between different fields. The data grid view is condensed to only display the records with the selected value in the chosen field when you click on a value in the profile pane. Tableau Prep highlights the corresponding values in blue, and the values span areas.

3.Filter the data

Limit the fields you import into Tableau Prep to those you'll need for your analysis to maximise the overall effectiveness of your data preparation process. By filtering your data, you can verify that you're performing the proper analysis while saving time. For instance, if you need to look at sales data from the previous two years, you may use the range or relative date filters to limit the date field to that period. You might want to eliminate any incorrect or irrelevant data. A value in the data pane can be excluded with a single click. You can do this at any time during your flow.

4.Assess and tidy up the data

Tableau's data types will have an impact on your analysis. Therefore, it's critical to correctly identify each field before beginning. Even though Tableau allows you to update aliases, alter data types, split lots, and create calculations, it is far simpler to carry out these tasks beforehand, particularly when preparing the data set for someone else. Tableau Prep includes built-in capabilities to aggregate and replace recurring characters or pronunciation, saving you from having to edit each one individually so that you don't have to; these solutions use algorithms to make cleaning easier. Or, if you foresee a missing value, you may manually add it so that it will be included when the flow processes the complete data set. You can apply a computation if you know that a field must be cleaned or filtered, but it takes more than the user interface offers.

5.Understand the data results

Deciding about the final data set's appearance while you begin to prepare your data can be difficult. For Tableau to effectively analyse your data, you might need to merge numerous data sources or pivot your data from columns to rows. One technique to get beyond this obstacle is visualising the data pane in Tableau Desktop as to how it should appear. Do you have columns with the same value in several places? Should each product be in a single field with the sales transactions stated below, or should each product have its column with the sales transactions listed underneath? The latter is more likely, and a pivot is necessary for this situation. You will be joining the data if you need to combine two tables. By using a join, you can increase the number of fields in your data source that you can investigate. Although a join can be added at any point during the data preparation process, the sooner you use it, the sooner you will comprehend the data set and identify areas that require immediate attention. Like appending two data sets together, a union enables you to do so. For instance, you might have an Excel file where each sheet displays transactions from different years. You may maintain the same structure with extra rows by using a union rather than joining the tables. After your data has been organised, processed, and filtered, it's time to interpret what it is trying to tell you. Tableau Prep connects with your entire business intelligence platform like many other data preparation products. To allow others to begin their analysis, publish the extract to Tableau Server or Tableau Cloud. Bring it into Tableau Desktop to start posing and investigating more in-depth queries. The hardest part of the data analysis process is now complete. It's time to share the breakthroughs that resulted from your hard work.

When the sliver of thought -- that we have seen all that Tableau can do -- crosses our mind, just pay witness to a meteor shower of new features lighting the horizon up! Tableau is officially upgraded to 2021.3. Tableau 2021.2 was a remarkable update in itself: it included ‘ask and explain data’ for viewers, allowing connected desktops, Collections, and many more valuable options and features. So, what does the latest upgrade feature? In one go, the following list encapsulates the whole gamut of supplements:

1. Improvements to Data Prep Experience
   1. Linked tasks
   2. Generate rows
2. Improvements to Tableau Catalog
   1. Data quality warnings in subscription emails
   2. Inherited descriptions in web authoring
3. Slack Integration
4. Additional Features
   1. Customise the set of workbooks on the homepage
   2. Rename published data sources directly in Tableau Online or Server

Improvements to Data Prep Experience Tableau Prep, an indispensable backstage prior to staging your real and original data show, has found a high-power addition. With Linked Tasks in Tableau Prep Conductor, one can now bring enhanced harmony to his data preparation. Creators with Data Management or DM can now schedule flows to run one after the other on Tableau Online or Server. This feature has a wide range of applications; for instance, if the sales data for a designated time is yet to show up on the system and fails at source for some reason and there are multiple flows connected to that data source, stale data issues will unnecessarily pop up in all the workflows. With linked tasks, this issue can easily be prevented from manifesting. Linked Tasks on, it’s now simple to automate the orchestration of multiple flow jobs, ensuring they happen in sequence after each task completes successfully. Essentially, if your data didn’t update and there are two workflows linked to the same datasets at different time intervals, they both run, consuming time and resources; the scenario can be avoided, and the other linked task can be stopped from running; thanks to the new feature. A multitude of benefits come power-packed as the feature unfurls:

• Authors of a flow can get alerted automatically provided any of the jobs fail and can set up an appropriate warning on the data for consumers well in advance.
• Any flow can be scheduled by customers, or they can extract refresh to run when new data arrives, saving them time and resources.

Please see Image 1 to have a better understanding.

(Image 1: Linked Tasks on Tableau Prep)

Besides, Tableau Prep Conductor can generate a set of rows that are otherwise missing based on dates, date times, or integers. This is of huge importance as it allows users to fill gaps in data quite easily to ultimately ensure that processes downstream have all the requisite datasets to work on and create highly accurate and precise visualisations. Please see Image 2 for a quick understanding of the feature:

(Image 2: Generate rows on Tableau Prep)

Improvements to Tableau Catalog Next in the line comes improvements to Tableau Catalog. Two features need special mentioning:

1. Data quality warnings in subscription emails, and
2. Inherited descriptions in web authoring

Data quality warnings are of paramount importance. Accurate warnings, when they are around, lends confidence to the customers that the right, trusted data is being utilised to arrive at sound business decisions. Formerly, this was restricted to Tableau Online or Server, but now it is delivered straight into your inbox bundled with the subscriptions to the dashboards you care for. The power of data visualization with visibility into the quality of the data feed add top-notch credibility and renders confidence to the customer who spends a good portion of the day paying attention to emails. In the 2021.3 version, Data Quality Warnings are available in Web Authoring. This will soon be available in Tableau Desktop as well. Slack Integration Yes, Tableau notifications can now be directly accessed on Slack! Admins and Users will control what notification types can be dispatched on Slack. Notifications include:

• Shared content
• Data-driven alerts
• @mention

This is just the commencement of the Tableau + Slack integration. Other Stellar Features Up until the upgrade, the same three sample workbooks have occupied the Desktop Homepage of Tableau. They may give a good starting point for new users to get acquainted with Tableau. But the datasets were always generic and did not get updated. Now with the customizable set of workbooks on the home page, this has undergone a radical change. (See image no.3)

(Image no.3)

Add to this the ability to rename published data sources directly in Tableau Online or Server on the data source page; the upgrade is a real treat to data rockstars. (See image no. 4) Practitioners point out that The REST API can also be used when changing a large number of workbooks to minimise efforts.

(Image no.4)

No need to generate a newly published data source to change the name. No need to manually change all workbooks on the Desktop to use that newly published data source, which was highly frustrating! So, welcome to Tableau 2021.3. Let us uncomplicate and perpetually so! Co-Author : Rakesh Neelakandan

This significant milestone reflects our unwavering commitment to delivering the best solutions to our customers' data challenges. With this enhanced partnership, we are poised to offer our customers unparalleled opportunities to leverage Snowflake's unique architecture and revolutionise their data-driven strategies.

Beinex: The First Snowflake Premier Partner in the Middle East

Beinex is the first Data & Analytics firm in UAE to enter Snowflake Services Partner Premier Tier. Beinex's exceptional service quality and the expertise of its consultants, scientists, and engineers have been demonstrated through years of unparalleled dedication to clients. The partnership between Beinex and Snowflake is set to revolutionise how businesses unlock the true power of their data.

The New Status Helps Us Serve You Even Better!

Snowflake's cutting-edge cloud data platform has garnered widespread recognition for its ability to deliver unmatched performance, scalability, and ease of use.

By attaining the Premier Tier Partner status:

1. Beinex can further leverage Snowflake's advanced capabilities and integrate them seamlessly into your solutions.
2. Enable and empower Digital Transformation at an accelerated pace for our clients with experience and competency of the right kind in accompaniment.
3. Aid our customers with the tools they need to extract maximum value from their data, propelling them towards success in an increasingly data-centric world.

[sc name="quote" quote="“Snowflake has been an integral partner of our digital transformation mission that facilitates end-to-end data cloud solutions we offer our clients at all levels. As a Partner at the Premier Tier, we're geared up to provide our clients with unprecedented power to harness Snowflake's exceptional architecture and revolutionize their data-driven strategies. We are elated”" author="Indumon Das, Managing Director of Beinex"][/sc]

Snowflake's architecture utilises a cloud-native approach, separating storage and compute, which results in unparalleled flexibility and scalability. This means that businesses can dynamically scale their computing resources as needed without the limitations of traditional on-premises solutions.

By embracing this architecture, our customers can say goodbye to lengthy and resource-intensive data processing times, paving the way for faster time-to-insights and improved operational efficiency.

Beinex+ Snowflake

The collaboration between Beinex and Snowflake has opened a new realm of possibilities for our mutual customers. The clients are further assured of the superior knowledge and competence possessed by Beinex’s league of Data Engineers, Data Scientists and Consultants in all matters Snowflake.

Now, organisations can experience a quantum leap in their data processing capabilities by harnessing the power of Snowflake's unique architecture. The ability to process vast amounts of data with lightning speed enables businesses to derive real-time insights and confidently make critical decisions.

Our partnership with Snowflake enables us to offer you advanced features like automated tuning and elastic compute, along with analytics modernisation services, to help your organisation realise exponential Return on Investment.

A Major Milestone for Beinex

The attainment of Snowflake Services Partner Premium Tier marks an exciting milestone for Beinex. This partnership underscores our dedication to delivering exceptional data solutions and reinforces our commitment to staying at the forefront of industry advancements. Together, Beinex and Snowflake are primed to transform how businesses harness their data's true potential, driving innovation and success in the digital era.

[sc name="quote" quote="“As a practitioner, I believe that the major game changer in the latest version, Tableau 2023.1, is Accelerator Data Mapping. With Data Mapping you can jump-start your analytics even faster by reducing the time and effort required to set up an Accelerator’s ready-to-use dashboards. Now, when configuring an Accelerator, the Data Mapper allows users to pull outside data into the Accelerator and map fields from their data source into the fields the Accelerator expects. This will be made possible via the Data Mapping UI - a hybrid dialogue box that opens by default with any Data Mapping enabled Accelerator”" author="Sanchit Katiyar, Solution Architect at Beinex."][/sc]

Let’s catch up with Tableau’s brand-new capabilities:

1. Tableau for Slack Enhancements

The Tableau app for Slack has been improved to enhance collaboration on insights. These updates make it simpler to prioritize data in every conversation and decision. New features include the ability to share Tableau content with context using link previews, which helps teams quickly identify and act on pertinent information. Additionally, it's now easier to search for and share Tableau content in direct messages and channels. Finally, you can quickly access your recent and favourite items from the App homepage, making it faster to get to insights.

2. Identity Pools for Tableau Server

Identity Pools provide a way to go beyond the current restriction of having only one identity store on the Tableau Server. An Identity Pool consists of a "Source of Users" (previously known as the Identity Store) and an authentication mechanism. With this feature, you can add more pools where your source of users can belong to a local identity store and authenticate using OpenID Connect for modern authentication. This added flexibility will benefit organizations that have external users who need access to Tableau but cannot be added to their corporate Active Directory.

3. Dynamically Update Axis Titles

Parameters are useful for adding interactivity and flexibility to a visualization. They allow viewers to select how they want to view the data. However, previously, it was not possible to automatically update the axis title.
Dynamic axis titles enable the axis title to be determined by the value of a parameter or a single-value field. This feature allows authors to provide better context for their data visualizations to their audience.

4. Support Internal and External Users on Tableau Server

If you've found the single identity store limitation of Tableau Server to be limiting, you'll be pleased to know that Identity Pools offer a solution. In the past, there were only two types of identity stores, local and external, and changing the configuration required a complete reinstall of the Tableau Server.
Identity Pools allow you to overcome this limitation by creating additional pools that combine a "Source of Users" (previously known as the Identity Store) and an authentication mechanism. You can now have your source of users belonging to a local identity store and authenticate using OpenID Connect for modern authentication. This added flexibility allows you to support both internal and external users who are not part of the corporate Active Directory.

5. Personalize Data Access with User Attributes

The new USER ATTRIBUTE (string) function is now available for personalized data access. This function passes login attributes in a calculation, which can be used as a data source filter for row-level security, beyond just username and group, such as department or region. This allows for the customization of a user's data access in embedded scenarios.
With this new function, you can include additional information about users and send it to Tableau when the users sign in. Tableau will automatically use this information as a filter, only showing corresponding data to the user.
When the filter is applied in your workbook or dashboard, Tableau searches for the value of the attribute in the viewing user's authentication token. Using Connected Apps and SSO for embedding users, you can include the attribute as a claim in the JSON Web Token (JWT) used for user authentication.

How Tableau 2023.1 can be Beneficial to the Tableau Users

With the added new features, you can enjoy the advantages enlisted below:

1. Greater Flexibility and Security for Both Internal and External Users: Tableau Server now offers greater flexibility and security for both internal and external users with the ability to add local identity stores and authenticate using OpenID Connect.
2. Efficient Offline Environment Management: With an enhanced activation solution, managing offline environments is a breeze, thanks to the option to leverage login-based license management.
3. Reliable Tableau Mobile: Tableau Mobile is now even more secure, due to added security policies that prevent screen sharing and screenshots on Android devices, as well as the detection of jailbreak and malware.
4. Connect to Google BigQuery: Connecting to Google BigQuery is now more efficient than ever, be the new JDBC connector that uses BigQuery's Storage API.
5. Resource Monitoring Tool: The tool, which is a component of Tableau Advanced Management, now comes with enhanced features that make logging in easier and allow for more customization options:
6. Network Credentials Support: Users can now use their network credentials to log into the Resource Monitoring Tool instead of using a distinct username and password.
7. Customizable Run As users: With this new feature, you can set up Run As users for the Resource Monitoring Tool Server and Agent on Linux operating systems to comply with your security policies and apply best practices.
8. Tableau Data Management now offers enhanced features that enhance data reliability and flexibility for virtual connections:
9. Data Warnings: Data quality warnings are now available in both web authoring and Data Details to help improve data trust. Users can receive warnings about data quality at the column level.
10. Flexible Connectivity: With the latest update, users can choose to use either a live or extract connection for each table within a virtual connection. This allows them to refresh the data as needed to suit their needs.

Are you as excited as we are about these amazing new features? If so, be sure to get started with Tableau 2023.1 today!

About Beinex+ Tableau Partnership

As a quick, versatile, and easy-to-use self-service platform tailored to your organisational needs, Tableau streamlines the power of data. It enables users to make decisions more quickly and with greater confidence from anywhere, anytime.
As a premium partner, Beinex offers the best of Tableau services to grow your business. Our partnership with Tableau has unveiled several seamless possibilities for businesses. Tableau, with its user-friendliness, makes Data Analysis and Visualization an enjoyable, interesting and rewarding process.

Explore the power of Beinex + Tableau, now: https://www.beinex.com/tableau-partnership-and-consulting-services/