Dataverse On Demand Training

Starting out with Dataverse or interested in learning the basics? Learn about Dataverse and key data skills: acquiring, preparing, filtering, joining and analyzing data. Watch the tutorial videos and read the documentation.

Step 1: Getting Started

icon-videoDataverse Directory Tour
icon-videoDirectory user interface
The Directory interface lists all of the data flows (analytic applications), library nodes (reusable components) and schedules (automating the runs of data flows) that you have created and imported.
icon-videoDataverse Designer Tour
icon-videoDesigner user interface
The Dataverse Designer interface is where you will build, analyze, troubleshoot and run your data flows. Learn about the Data Flow Canvas, Nodes panel, Properties panel and the Tool bar.
icon-videoIntroduction to Dataverse
icon-videoGetting started
Learn how to quickly and easily build an end-to-end data flow by acquiring, preparing/correcting, joining and publishing data in Dataverse.

Step 2: Acquiring Data

icon-videoExcel File Node
icon-videoExcel File
Use the Excel File Input Connector node to import one or more Microsoft Excel files, each of which may contain one or more worksheets.
icon-videoDirectory List Node
icon-videoDirectory List
Use the Directory List Input Connector node to scan specified directories and output a list of files that meet the specified criteria.
icon-videoData Viewer
icon-videoInspecting data
Access the Data Viewer to view the data at any stage in your flow from input, through all the various transformations leading to the final export or publishing of the data.

Step 3: Preparing Data

icon-videoData Converter Node
icon-videoData Converter
Use the Data Converter node to discover the best data type for each field in the input data set and convert to the newly discovered data type.
icon-videoTransform Node
icon-videoTransform
Use the Transform node to provide a wide range of filtering and transformation operations, using Python script to configure output fields, process input data and produce output records.
icon-videoFilter Node
icon-videoFilter
Use the Filter node to filter a subset of rows from an input data set based on one or more groups of filter criteria that you define.

Step 4: Joining Data

icon-videoJoin Node
icon-videoJoin
Use the Join node to match records from two data sources to create an enriched data set with values from both inputs.

Step 5: Aggregating Data

icon-videoAggregate Node
icon-videoAggregate
Use the Aggregate node to aggregate your data based on a value(s) specified and output calculations based on the grouped data such as count, sum, first in group, last in group, average and more.

Step 6: Publishing Data

icon-videoPublish to Tableau
icon-videoOutput Tableau
Publish data to the Tableau TDE file format, allowing you to work with the output data within the Tableau application.

Step 7: Scheduling Data Flows

icon-videoDataverse Scheduler
icon-videoScheduling
Create schedules to enable the automatic execution of your data flows at specified times and intervals.