Tableau Full Course 2026 [FREE] | Tableau Data Visualization Course | Tableau Tutorial | Simplilearn

Key Takeaways

Every time a company checks sales performance, tracks customer behavior, compares monthly revenue, studies market trends, or present data in a very simple dashboard, data visualization is working behind the scenes. And one of the most popular tools used for this is Tableau, because it helps turn raw data into clear charts, dashboards, and business insights. Hey everyone, welcome to this Tableau training course by Simplilearn. In this course, we are starting by understanding what Tableau is, why is it used, and how it helps businesses make better decisions using data. So, you will learn how to connect data sources, work with worksheets, create visualizations, and understand the Tableau interface in a very simple way. We'll then move into important Tableau concepts like dimensions, measures, charts, filters, dashboards, stories, joins, relationships, cardinality, data blending, map, heat maps, tree maps, hierarchies. Now, these concepts will help you understand how to organize data and present it in a visual format. After that, we'll be exploring how to build dashboards, combine data from multiple sources, choose the right chart for the right business problem, and create visual reports that are easy to understand. And by the end of this course, you will have a strong practical understanding of how Tableau is used to analyze data, create dashboard, and share meaningful insights. So, let's get started. Also, if you're interested in building a strong career in data analytics, I highly recommend you checking out this data analyst certification course by Simplilearn. This course gives you industry-recognized master certificate from Simplilearn along with individual certificates from Microsoft that you can showcase to potential employers, a real boost for your resume. You'll be mastering key tools like Excel, SQL, Python, Tableau, Power BI, work on real projects to build practical skills, and learn how to turn raw data into insights that drive better business decisions. Plus, job assist support helps you prepare for interviews and get noticed by top hiring companies. This course is designed to help you gain the skills and confidence needed to step into high-demand data roles. So, if you're serious about a data career, this program is definitely worth exploring. Now, before we move on, here's a small quiz question for you. Which Tableau feature is mainly used to combine multiple charts in one view? Worksheet, dashboard, filter, measure. Let me know your answers in the comment section below. >> Usually, we see that Tableau is used for data visualization. Tableau is used for uh reporting purposes, right? That's what we are using it for. So, before we go ahead and uh start with it, can you tell me how uh what is data visualization? Let's uh understand the term first, and then we will move forward with Tableau. Now, let me define visualization for you in a very technical manner. All right? Let's understand it in a very technical manner. So, let's say, okay, these are the employee IDs. These are the employee IDs. And uh after um uh okay, so these are the employee IDs. And this is the sales done by them. This is the sales done by them. Let me make it easier right now, okay? So, this is the sales done by them here. Let's a small data set. Now we need to analyze this data set. So, how do we analyze this data set? We have to create a report out of it. Right? So, let's say I I want to create a report here we where I have employee IDs, where I have employee IDs. And in front of it how much total sales they have done. Now, help me to create this report everyone. Okay? Help me to create this report. Can you tell me what should I write under employee IDs? Under employee IDs column, what should I write? Help me out. We are going to understand what visualization is. Right. Without even E2 and E3 should be written. Correct. You're reading IDs only. Very good. So, this is E1, E2, E3. Now, what should be in in in front of E1 everyone? What should be in front of E1? Let me write uh the E1 number here. Now tell me. What's the total of E1? 15. What is the total of E2? Nine. Nine. So, this has got nothing to do with central tendencies. It's a very simple report. Employee wise total sales, who has done better? It's a very simple report. Right, what is E3 everyone? 15 Yes. Now, this is a report. Now, as per the definition here, this report should be presented in a pictorial format. That's what how all of you all of you have defined the the data visualization, right? Pictorial representation of data. So, we I cannot go ahead and pictorially represent this data. We have to first create a report, and the reports are presented as visualization. Correct? Now, how do we represent this into a visual visual here? Let me take you back to the middle school. Do we remember X axis and Y axis? Yes. And here it starts with zero. Uh how many of you remember this? Yes? Great. So, tell me what should I keep at X axis? Uh employee ID or total sales? What I should keep at X axis? Em Let's go with the uh majority here, employee IDs. It means on Y axis we go with total sales. We go with total sales. Yes. Since now we are going with the total sales and the employee IDs everyone, it means we have to also go ahead and make the tick marks. Do you remember those tick marks? That the if this is zero, then uh here it will be five, somewhere here it will be 10, and then 15, then 20, like this. These are tick marks. Yes, with certain gaps, right? Right, absolutely right. And in the employee IDs, of course, we have three employees, so we'll be tagging all the employees here that this is for E1, this is for E2, this is for E3. What we are doing here? This is visualization. This is This is visualization, what we're doing here right now. Now, next. What is E1, everyone? What's E1? 15. So, how do we match that? That this is 15. Right? This is E1. This is E1. So, wherever that point is intersecting, that's where we point it. Right? E1 and 15. Now, E2 and 9. So, 9 will come somewhere here. This is E2, so the second point will come here. E3 is 15 again, so this is E3, and this is coming back here. That's That's 15. Now, we have went ahead, and we have we have made the data points here. These data points are currently exactly showing up what is in the report. Yes or no? Do we understand this part? Everyone? Now, it is up to us that how we want to go ahead and visualize this particular visualize this particular point. What does that mean? Meaning, this data point now can have and these data points, okay, positions are decided. Positions are decided, correct? Now, to these positions here, we can give any shape we want. We can decide size and color of shapes, size and color of shape with whatever way we want. We can also go ahead and add images of those employees there or images of anything there or maybe icons we want to place there. So, I can go ahead and create bar charts if I want. If you want, you can go ahead and create a line chart. If you join these together, you can create a line chart. Okay, if you want something else, you can go ahead and create an area chart. You fill up the color inside it and this becomes an area chart. So, now you have an area chart here. So, meaning here is what is data visualization? Data visualization is the representation of values and reports via several visual indicators, several visual indicators. Several visual indicators. What visual indicators are? These are the visual indicators. Position of the data point, then which shape do you decide, which size do you decide, which color do you decide. Maybe you want to go ahead and give just bars or just lines or even not that, you just want to go ahead and give multiple different sizes of colors here. Okay, you want to give multiple sizes here or maybe different colors based on employees. Now, this all depends on you. Maybe you want to give different colors based on employees. So, now this all depends on you. Okay? That's what data visualization is, and that's what we are going to learn in Tableau. So, in Tableau, we are going to go ahead and learn that how do we go and get the data inside Tableau. And then how do we create reports in Tableau, multiple different types of calculations we do there, and then how do we create multiple different types of visualization that will effectively communicate what we want to tell to the end audience. Okay, so I will give you the visualization here. Okay? Generally, we call it this. You all know about that. Why do we do this? Because we want to identify trends and patterns which are not patterns and outliers which are generally we cannot simply see on a data like this and visualize. Now, uh working on the definition I have given you, look at this example right now. You'll understand my definition that I've given you here very clearly. Look at this data set. Look at this entire chart. Okay? In this chart here, you have got x-axis showing income, meaning from left to right income increases. From bottom to top, life expectancy of individual increases. Each of the circle represents individual countries. So, the position of circle is telling us that how much income is there and what is their life expectancy. Lower income, lower expectancy. Higher income, higher expectancy. Average income, all right, average expectancy. So, position is telling us about income versus life expectancy. Now, the size is of the circle is telling us about population. Size of circle ceiling is about population. And color of the circles are representing continents. So this chart is utilizing all the visual indicators that there are. And in the background they're showing years. Uh there's a YouTube video. If you go to YouTube and find a Professor Hans Rosling. Okay, there's a YouTube video. So in the background they all the circles that you see they move from I think 1800 still 2019. So they move. The entire cohort will move. And the background year will change, too. This is the very versatile and perfect example of visualization. Now Tableau is not the only one that is available here for visualization. Okay, there are many others, too. Have you heard of any other names other than mentioned here? Power BI, Looker, Matplotlib, Seaborn, Zoho, QlikView, Qlik Sense. Yes, any other name you have heard about or you have worked with in your company? Can you mention that name in the chat box? Which do you use to create charts? Excel. Yes, great. Power BI is here. Other than these? Wow, Power BI Matplotlib, correct. PPT is not used for visualization, Prachi. That is UI UX. PPT doesn't analyze data. It doesn't create charts. Excel is there. Excel is already there. So, yes, you are in market currently. There are three major players, all right? Tableau, BI, and Qlik View. And they are almost similar, okay? But there are few quite differences between them. For example, Power BI require DAX and more and advanced knowledge on Excel to use Power BI effectively. Plus, you should have some kind of programming knowledge to to write DAX. Because DAX is the only way it understands the calculation. Qlik Sense or Qlik View here. It for a small it requires a lot of programming. So, if anyone is from a programming background, it's easier for them to adapt. It is very very different otherwise. All right. So, and now we have Tableau. So, let's understand about why Tableau here. Now, next here is storytelling with data. What is this about? Let's understand here. Anywhere, whether you use Tableau, Power BI, Excel, Matplotlib, anything, Python, or anything else to analyze your data, why are we doing so? Why do we analyze data? What is the requirement of that? To solve business problems, to understand data is moving in transaction area. Why do I need to understand that? Let's get this straight, okay? It is important to understand before we move forward. In real time, right? In real time, you have will be given an objective problem to solve, okay? A problem to solve. So, these are very generic answers, right? To take a decision, to solve null values, to figure out a pattern. These are very general ideas here. What What happens in real time? Let's understand that. Okay? Your objective is to solve a problem. What kind of problem here? Right? What kind of problem here? For example, they might tell ask you that see I want to increase sales by 10% of insurance product of insurance product by next quarter. You tell me the strategy. Figure out the strategy. Okay? Or you have been asked here to reduce defects to reduce number of number of defects in finished products. Because they figured out that in the laptop that they are producing, right? Every laptop has minimum 10 on an average 10 defects are there. So, we have to send them back, get them corrected, and then get out of the product line. So, how do we reduce the number of defects? Or they might ask you to find the smallest way to find the smallest or efficient way efficient way to move your goods across warehouses across warehouses. Or they want to launch a new product, okay? And you need to figure out when and where to launch it. So, in real time, these are the kind of objectives that you will be given in. It is not like find a pattern, find out whom to sell, how to sell. Or they Or you're given a very simple question here that go ahead and find customers, find customers to whom to whom uh we should offer we should offer discounts and coupons, discounts and coupons. So, who is that person? Who is that group of persons? So, these are the problems that actually solved on the grounds. Okay? Now, all of this year all of this year are the objective. These are the problems to solve. So, what do you do here? First thing that you do here is you start collecting the data. That from where how much data we need. From where do I need the data set? Okay, I need employee data who is working on that product line. I need past six months data from multiple plants, how they are doing. I want exact defects what are listed out so that I know which defects are there. Then how are those defects are caused? On which machine, on which exact step these defects are caused in that particular part of the laptop. And who is working on that? Who is controlling that robot? Okay, who is that employee working on that particular shift? Are they causing it or the product wear and tear no maintenance has happened? So, you have to figure out what is going on currently and why it is going on, how I can make better, what is the solution for this. You create a strategy mathematically and with the domain knowledge, of course, and the calculations happen within your industry. You're in finance, you're in BFSI, you are in insurance, you know your calculations needed to be done and the cost needed to be calculated. Okay? So, you know how that is has to be taken care of. You figure out a solution based on your domain knowledge and experience and how much it will cost to apply that apply that solution and how much cost recovery you are going to do there? And then you go ahead and you tell them that this is how the future looks if you go ahead and apply my solution. And this is the solution I'm proposing. Which one of the solutions do you think we should apply? Now the end users here there all the all the business process managers, your directors, CEOs, and multiple different managers, those who are responsible for finalizing the decision, then they go ahead, they finalize one of the solutions, and they ask you to run a test. A test run. Of your solution. And then you test on the solution, you again collect the data, you again analyze it, what happened, why it happened. If you're able to prove that this happened because of your solution, then you go ahead, you present it to them again, and then it is launched on the full scale. So this is how it happens. It is every time a cyclical process. Every time a cyclical process. Okay? So this is how in on the grounds this is how it works. I yes, sir. If it is already in the market, of course we will reduce the defect. Okay, because we are in tear happens and sometimes something is going wrong in the product line. Maybe employees are not properly trained. Maybe robot has wear and tear. It has not been taken care by Maybe there have been there has been layoffs and something has not been taken care of. So there can be many reasons to it. We have to find one, prove one, and get a solution for that. This is how it works in real time. Are we clear, everyone? About what happens in real time. It all starts with what objective has been given here. So at the end, once the objective is given to you, what you have to do? Ultimately you have you have to present it to others. Whatever you're analyzing, correcting, and finding the solution for, ultimately you have to sit tell that solution to others. All the business process managers and the decision makers. That is called as a storytelling. That is called as a storytelling with the data or in a very simple layman language, a PowerPoint presentation. Okay? It's a simple presentation, but the way to give the presentation is like you're telling a story. Because mostly BPM CEOs, okay? They are not good with technical jargons. They do know their domain. They do have the domain knowledge and experience in that particular industry. But you cannot tell them this is a correlation. This is a chart. You cannot tell them that. You give them a proper narrative, a communication like telling a story. For example, Okay, so you have figured out. You start with that this is the problem we were facing. So let's say you said that we were facing a problem where we were not able to We are not able to move We are not able to reduce the defects in the laptop. And so far we had 10 on an average 10 defects per laptop. Out of these three defects were found in 80% of the laptops. So now I have figured out why those 80% laptops were happening either because of the vendor or because the employees were not properly trained well on how to use that particular robot. Right? So you will go ahead and you recommend solution. And you tell them if we go ahead and talk to the vendor, we can get that much refunded. We can have the new vendor lined up and we will reduce the cost by that much. If you train the employees, the cost is going to be that much that much dollars, but introducing the defects, we will be recovering that cost in less than 3 months. So, that's how you go ahead and you tell a story. You don't you use numbers inside that a story, but first you set the context. Without setting up the context, all right, there is no meaning to any meeting. Okay? You solve a problem on a certain domain. You work on pharmacy, you work in insurance, you work in BFS I, you work in product-based company, you work in service-based company. Every industry is separate. That's why you have MBAs to figure out and how to approach and solve a problem. That's theory. So, it comes with your theoretical knowledge. You all have done your graduations and post-graduations, right? You know how your industry works. Most of you are working professionals. So, you learn that MBA management knowledge and how to approach a solution and solve a problem. Here we are for technical training. Since we are here for technical training, we will be learning about how to create charts, how to use Tableau properly to analyze your data set. What What which data set is there? Do you understand your data set or not? This comes from your own graduation and post-graduation and what you have learned there. For example, everyone working in pharmacy and health care, okay, if I give clinical data to you, do you and you look at that data that how does this particular uh uh drug is working out? So, let's say there is a new drug out in the market. They have tested that on uh certain groups, and now that data is up to you to analyze. So, everyone working in pharma in and in health care industry, will you understand that data? Yes or no? Their bio their biostats and if you work in pharmacy and health care, will you understand the clinical data? Yes or no? If you work in pharmacy and health care. Then you understand the jargons, you understand the terminology, you understand what does certain readings bio readings mean. But if I'm from finance and I give that data to you that see this is clinical data, this is the bio readings of a certain human being. Will we understand that? No. So that's the logic of solving and approaching the solution. You have to have the domain knowledge, that domain knowledge come from your own graduation and post graduation or working in the industry. Okay? Are we good Sahil? We'll only learn how to technically use the Tableau. But in Tableau there is one place of creating PowerPoint and that's where you will learn about telling a story and creating a storyboard effectively that what should come first in a story, what should come later in a story. So basically first we'll have a problem, right? How we uh the uh statistics or the numbers we have used to analyze what happened where and then we recommend a solution. Right? So basically we understand the context and we saw and accordingly we talked through the story. That's why this topic is here. Okay. So we communicate properly so that we can have proper outcomes and this is what we find out. That is a story telling. Now next here is introduction. I'll tell you a very real scenario guys. Okay, let's understand a very very real scenario. Let's say you work in Bosch India. For example. In Bosch India, you are you are the floor manager. Okay? You have been tasked with to figure out how to move the vehicles in a in the shortest route from warehouse one to warehouse two. To pick out certain parts of a huge engine or machines. So you are the one who is tasked to find out what is causing delays when they are transferring the unfinished parts or the raw material from here and there. This is actually the real problem. Now tell me from where do you collect the data for this problem? Yes, you are correct. Data gives only facts. Context will give the meaning to the problem statement. And to know where to get the data. Now in this scenario, tell me you're standing in a production plant. We've all seen factories from the outside and maybe from the inside. How will you figure that out? From where will you get that data? First you have to go to the HR over there, right? And get all these stuff who is running those uh uh vehicles. Then you will go to the production plant manager. You'll ask that how many how many vehicles do we have? You should have the entire layout. So you go to the person who handles the layout, the engineers and the architectures architects out there. Who will manage the entire layout? Then you go to the store manager who will takes care of the store. You have to go ahead and talk to 10 to 15 different teams and departments, email them in uh email them to please give me the data, please give me the data. And trust me, 80% of your time will go only in collecting your data. And they will give it takes 6 to 7 months just to give you the data. And this is the real scenario I'm talking about. This happens in projects when we do it. So, when you kick it starting any project for data collection, you're first time implementing analysis somewhere, right? This is how it actually goes on the ground. Let's say we introduce to Tableau, everyone. This is what we are here for. Now, Tableau is not just a visualization software. It's a a proper a business intelligence software. So, currently we are going to work with Tableau Public. It helps us, of course, in importing the data set and analyzing the data set and create reports and graphs out of it. Right? Of course, it can handle large amount of data set. The best part about Tableau is mostly things is on drag and drop basis. There are custom visualizations provided to us. In professional version, you can connect with 75 plus data sources. And it provides a very unique view, uh unique way to combine data set coming from multiple data sources. So, when we reach to the data connections, we will discuss about that technically in detail. Now, we are going to go ahead and understand uh what we are going to work with in Tableau. Now, when I say Tableau is a business intelligence tool here, so Tableau uh or Salesforce, okay, within Tableau provides us with different products out there. First product they provide us with Tableau Prep Builder. Tableau Prep Builder is an entirely separate application, everyone, a separate software. It is used specifically only for data preparation. Data preparation means Tableau Prep Build Builder helps us to extract data from any other source like Excel, CSV, JSON, or any other Oracle, any other SQL database, or any other cloud out there, right? So, it will extract data from there. It will transform data, clean data. It will transform and clean data for us. And from here, then we get to load it to uh load it to another uh Tableau applications. For example, we can clean the data and load it directly to the server. So, now we have a clean the data into the server. Okay, so it can be either a Tableau server or a Tableau online cloud. Any one of these can be used by the uh uh by the organization. It can be in-house server within their premises, on-premise server, or it can be online. It means it's a cloud, okay? So, if this clean data is saved into the server, from the server, it will not only save the data, it also enable us to share it across multiple users. Same as you have Google Drive, OneDrive. We have all used Google Drive and OneDrive, everyone? We all understand what a cloud and a server is. Yes or no, please? Yes, very good. In a similar manner, they provide us Tableau server. Tableau server is not as advanced as Power BI server. Those who know about Power BI, it is not as advanced as Power BI server. It is very simple like Google Drive and OneDrive. You share it across the people, and that's it. An- another way is that we can load it directly into Tableau Professional Desktop. When I say Tableau Professional Desktop, it means it's a professional desktop, it means it's a paid software, okay? License is paid. It's a paid software. It is only available for us to view for 14 days trial, and then you cannot renew it. It is not renewable. And it is majorly provided by the organizations only. And Tableau Prep Builder only connects to Tableau Professional Desktop. The Tableau Professional Desktop here is used for designing and developing design and development of reports. Design and development of reports. Creating report, creating visualizations, right? So, all the three environments are here. This is where we do the data analysis. Okay, designing our analysis here. And what we will be using then? What we will be using then? To learn Tableau, we will be utilizing Tableau Public Desktop, everyone. Why Tableau Public Desktop? Because it is free forever. And plus it holds all the updates. All the new updates are always here. Okay, it is always updated. And always free. And always updated and always free. All right? And that means can we use this tool for data governance instead of our programming? No. Our programming is pure pure statistics and machine learning application. Right? And since you're doing the machine learning there, it is recommended that you do the basic data preparation there itself. However, if you want to clean your data from here and then feed it into there, that's a different part. But yes, once you have our programming, But you should also you can use it. It has got no limit of how much data you can use. Or use data also. You can use it. You can even go ahead and combine R and Tableau together. Okay. Right. So, R and Tableau Professional, not the Tableau Public. So, everyone, we are going to use the Tableau Public here. Of course, we have another uh product given here. This is just to view. For example, now you have cleaned the data, you have went ahead and created the reports and visualizations here. Of course, you'll share it again to the server. And from the server, it is shared with multiple employees who are intended to see that particular charts and reports. Now, where are where these employees will view that report? Either in their laptops or in their tabs and mobiles. So, they provide only viewing applications like Tableau Reader and Tableau Mobile. So, these are the different Tableau products, and we will be working on this one. We'll be working only on Tableau Public Desktop. Are we clear? All right. So, remember that we're going to use the free version here. There are many calculations over there. It's all based on from where are you getting the data? And there are no calculations. There is language that can be used. You can use SQL inside Tableau. You can use Python inside Tableau just to get your data. It is all based on from which place you are extracting the data. Okay? Right. So, everyone, let's understand here. Tableau Public here is is a free application, right? So, there are few things that you should know about the Tableau Public. So, let's hear. Of course, we know it's a free license. But since it's free here, okay, we can only go ahead and get uh a limited range of file and data connectors. Data connectors means from where I can get the files. So, we can only get the files that are saved in our system. Like Excel and CSV or JSON. These are the extension of files that we can extract here. Or if you're working in Windows, you can get access files too, or any other database files within your system. And you can also get any kind of online free online that doesn't require any login ID password, all right, uh website data which doesn't require any online password or a specific extraction of data. So, those kind of limited range of files we can get here. But of But of course, if uh it's a proper professional desktop, right? We have 90 plus data connectors you can connect with. Now, within Tableau Public, the most important part here is that you uh you cannot have data with more than 1 million rows. In professional version, of course, you have unlimited storage. In Tableau Public, you constantly need internet connection. Uh for Tableau Desktop, you don't need internet connection. Okay? You can still save the file here. Right? Now, let's understand one thing here, very very important here. Everyone, please remember, since it is Tableau Public, right? And it is not allowing us to uh it is not giving us and allowing us to use any online data, please be assured that you are not supposed to use any type of personal data or any type of uh uh your organization's data here because this Tableau Public do not provide you any privacy or security. Because it is Tableau Public, it is only meant for uh your learning Tableau purposes, and please only use the data which is publicly provided either for training purposes or a a government or the data sources provided it for public use. So, on GitHub, there are many data set that are given for public, all right? Uh many governments give data out for public. So, use that. Use those type of data set. Please do not ever ever use your personal data or your organization's data, not even for the practice. Please don't do that. It is not secured. You will because it operates on the server. Plus, it does not provide any integration with any other Tableau product like Tableau Prep, Tableau Server, or anything else. It works on public server Tableau Public Server. So, do not use your own or your organizational data set here. So, right now we are at the Tableau interface here, and this is where we see the connect pane. So, these are called as sections. This is you can say connect section. All right. Uh in the open section, you will see your recent files you're currently working with. And this here is called as discover section, right? Why it is called as a discover section? Because this third discover section takes you to uh outside blogs of Tableau, learn how to learn videos, and uh famous visualization created by Tableau Public, and more. And many blogs written by using that. Or any other new updates are there, that will be written here. So, in the connect section here, okay? Of first is just telling us we are we're in Tableau Public. And these are the different files we can connect with. Here we are at server. What server we can connect with here? Nothing much. That's the online data. Any data which is online and does not require any a login. Now, you must be thinking how Google Drive? Because your Google Drive to connect with Google Drive here, okay? You uh might not need a login. It is a publicly available data set. So, this is how we can go ahead and connect within Tableau here. So, these are the three sections, first three sections here. Okay? So, this is a text file, comma separated values. It's a text file, everyone. So, the second option is the text file. We click on the second option, text file. Here. After clicking on text file, a dialog box opens up. A dialog box opens up here. Once the dialog box opens up, go ahead and find where your file is. Wherever you have saved it, go ahead and find that file. Okay? Once you find that file, you select the file and you click okay. Okay? So, follow along with me right now. That's a very small operation that we are going to do. First, go to the text file. Go ahead, click on that. Once you click on the text file, a dialog box appears. In this dialog box, go ahead and find out where your employee database is. Once you found the employee database, select that and click open. And when you click open, try to explain in words what are you looking at. Okay? Try to explain in words what are you looking at here. Okay? Hi. Like we say, okay, all right. So, I will go ahead and explain this again. Every from now on, we are going ahead and going to see technical steps. As I've told you before the break, first I will show you what to do. I will explicitly will tell you that now follow along, then you follow along. All right, first please see and observe. Okay? Are we good in the creature? And this applies to everything that is going to come forward. Okay? So, now follow along with me. I've already shown twice. Now follow along with me here. We click on text file, the second option. The dialog box opens up. In this dialog box, go ahead and find where your employee database is that I've shared. Once you find employee database.csv, you select it wherever you find it, and you click on open. Right? So, go ahead click on open everyone. Once you click on open, whatever you're looking at your screen, try to explain in words what are you looking at. This is a very very important skill you need to have if you work in analysis, the communication part. Explain what are you looking at after clicking on open. I'll be waiting for your messages here. Employee details, what else? What else do you see on the screen after clicking on open? Yes, correct. List of files and blank screen. Okay, my you're seeing list of files on left and blank main screen. Have you clicked on text file? Yes, correct Adesh. So, see this is what should happen here. Yes, correct. When you click on open, first we will see and observe. Okay? Let's see and observe. Whenever Whenever you're learning a new software, you always start from the left-hand upper corner. On left-hand upper corner, you can see here right now we have file, data, window. So, we have menu systems here. Okay? These are called as menu bars. When you drop downs, below the menu drop downs, here we have quick access toolbar. Undo, redo buttons are there. Save, refresh buttons are here. Now, where are we at? So, you can clearly say here we are at data source window. Look at the left-hand bottom corner everyone. What is written here? Currently, we are at data source window of Tableau. Currently, we are only seeing and observing. Yes, it says data source. It says data source here. Now, look at the section here. Do you see This is a separate section? It says connections. This connections here is only saving the file path. This connections here is only saving the file path. That where does this particular data lies? That's it. It is not saving anything else. Okay, it is not saving anything else. See, when you right click on that, it will simply ask for edit connection. Edit connection means the file path, that where this file path resides. Now, wherever this file resides inside your system, in that particular folder, how many text files you have here? How many text files you have here? So, how many of you are looking at multiple CSV files here listed out? Sooner or later. Right? If you're looking at multiple CSV files here, because in that particular folder, you have multiple CSV files inside it. So, if you have uh if you want to work with multiple CSV files, you can just keep them in a folder and extract one of them here. Yeah, it's fine, Surya. Yes. So, why do you have multiple CSV files? Because at this file path inside that folder, there are multiple CSV files here. That's why all are listed out. However, no matter how many files you have here, in the white space, you will only have employee database. Do you only have employee database? Now, uh this here is your data source window. Okay? This is called as logical layer. This is called as logical layer. There's a reason we call it like that. So, we'll get into that later, but this is your logical layer of data source window. If you keep your data here, it means Tableau is reading your data. Tableau reads your data here. Okay? Tableau reads your data here. Now, no matter from where you are getting your data, please remember that we are in Tableau Public. Tableau Public connects only with the local system files saved in your system. So, here, only Tableau Professional version will help you to connect directly with the databases. Okay? And within Tableau here, we are in within Tableau Public also, we are going to learn how to create a database, how to work with multiple files, but as and when we reach to the topic. Okay? So, once your data is here, and everyone, once you can see the preview of your data, preview of your data here, it means your Tableau is now connected to data, and you can analyze the data. So, right now, how many rows and columns does this data set have? How many rows and columns does this data set have, everyone? Can you find this out? Right. So, it says here, 12 fields and 20 rows. Fields here means columns, everyone. Okay? Sometimes this is also called as attributes. And rows are rows, right? Rows are rows. Sometimes rows are also called as records. So, we have got 12 columns and 20 records. 12 columns and 20 rows. Very good. Currently, we are able to see all the 20 rows of data set here, right? So, this part here is showing us data preview. And on the left-hand side here, this window is called as metadata. Metadata means about data. Information about data. What kind of information about data? And remember this metadata window will keep on changing. Right now we are at CSV. So, what kind of information it is giving us here? Read. Field name is employee ID. Remote field name is employee ID. What does that mean? It means that inside this CSV file, the original, okay, the original CSV file, the the name was written in all caps, all upper case letters. So, what it does here is it has updated the field name within Tableau. So, when in Tableau it has imported the data, right? So, in Tableau, in the imported data, it has went ahead and have changed the name of the columns in the proper case. Do you see that? There is no underscore sign anymore, or just a space is there. Do you see the differences? Yes or no, please? Observe. Just observe. Yes? Great. So, this is metadata window. It will keep on changing as and when we will keep bringing in new data and information. Great. So, before we can move forward here, let's understand how Tableau reads data set, everyone. So, observe just an observation here, okay? Uh so, we can uh see here, this is employee ID, this is name, gender, role. All of this is uh text. All these are simple text, everyone, right? But as soon as we reach to experience here, experience is a number. So, go ahead and observe, everyone, on the uh left and upper corner of every column. Left and upper corner of every column, there is some kind of symbol or icon there, right? So, go ahead and click on this pound sign here above the experience. If you will click on this pound sign here above the experience, you will see the list of data type that Tableau can identify and work with. You will find number, decimal, whole number, date and time, a string means text or character. Or there are many geographical roles that Tableau is known for. Tableau is majorly known for its geographical roles. It can even identify an individual street and a building. Okay? So, it is quite uh and it has demographic uh stats already embedded in it. So, yes, it is meant for its geographical roles. So, go ahead. All right. Click You can either click on ABC and you can see all of them here. You can also go ahead and click on the pound sign and see all the roles there. Now, because Surya your column will contain the date and time. So, let's say it's a time sheet for all the employees when they have logged in today. So, it will have date and time. So, it will automatically identify that this particular column has a data which is a number or which is a text or which represents date and time. So, this is here our data types everyone. Data types means what type of data is a stored inside column. Data type is telling the Tableau what type of data is uh stored in that column. We are not calculating anything. It's just the data that is saved inside the column. All right? So, the number, date, and text. Other are you can see it's a country. So, it is giving it a globe icon because it's a country. It is a geographical location. Right? So, inside this we are not calculating anything. These are just a geographical locations. These are just numbers. This is a number. This is just a text or an alpha numerical value. Okay? Are we good? Surya? It automatically identifies if it is in a proper format. Either it is going to be DDMMYY format, right? Or it is going to be MMDD YY format, or any format. It the moment it comes in this format, it identifies automatically. Okay? In this case, experience is just a round number. An integer. So, it is identifying that as an integer automatically. Right. All right, everyone. So, here we are. So, right now we can see we have an employee data. We have their roles, which department do they belong to, and which country they work for, for salary, and their rating. All right. Thank you, Surya. Now, let's go ahead and click on sheet one. Let's go ahead and click on sheet one, everyone. When you click on sheet one, try to explain in words what are you looking at. Okay? Click on sheet one. Try to explain in words what are you looking at. >> Sheet one is just towards the right of the data source. A blank sheet is there, very good. On the right hand side, you have many graphs there. Very good. What else? Column and row. We see column names, very good. Same column names are appearing on the left hand side. Yes, correct. A good observation there, everyone. Very good. Very good, everyone. Great. Format options, some page and filters is also written there, very good. Yes, analytics is there. Great, I'm glad to see the participation and the interaction and good observations, everyone. So, now let's understand the terminologies here, okay? Uh hi Jyotika. Jyotika, are you at data source right now? Jyotika, are you at data source, right? So, where uh do you see sheet one just towards the right of the data source? Here. Wonderful, thank you. Sury, everything is in your own time. I'm I'm going to explain the entire interface to you. You'll get your answer. Okay? All right, everyone. So, let's go ahead and learn some terminologies here while because before we learn Tableau, we have to understand terminologies that Tableau follows up. So, these here are called as menu drop-downs. These are specifically called as menu drop-downs or a drop-down menu. Because when you click on that click on any one of these, okay, the related menu options will open up. Related features options will open up. Below that here, you have quick access toolbar. Quick access toolbar, all the tools that are already present in menu drop-down, but these are frequently used tools. So, these are all kept here on the quick access toolbar. On the right-hand side here, this is called as a show me. Show me is a helper which help us to select the type of graph we are eligible to create. Now, coming below here, this is your data and analytics pane. What do we call this here? We call this pane. So, this is data pane, this is analytics pane. Under the data pane right now, under the data pane right now, observe here that we can see all the names of columns here. But, observe closely here when observe closely here when you are hovering the cursor over here when you hover the cursor over here first few names, do you see it is blue in color? Plus, all the names inside the data pane right now are are all ABC ABC And you'll also find a very faint gray colored line here. And below that faint gray colored line when you hover the cursor over that, everything is green in color. And all are numbers, employee rating, experience, salary. And here you can see all are numbers because it is bringing the pound sign here, giving you the pound signs here in green color. Go ahead and observe that. Go ahead. Hover the cursor, everyone. And read the data type here. Are these all blue in color? Let me know. Just hover, no clicking. Just hover the cursor. These blue colored column names are called as dimensions in Tableau. So, when I will go ahead and ask you to go to dimensions, right? You go to dimensions. So, what are dimensions? All everything that appears in blue color are dimensions. Everything that appears above this faint gray line. So, there is a faint gray line here. Observe that, everyone. Above this faint gray line, all the blue colored categorical variables appear. So, what is blue color and dimensions here? All the categorical variables. Categorical variables means any variable which has name of anything, name of a person, name of a place, name of a name of a product, name of a department, name of a road, name of a country, anything. Name of anything and anyone. Name of anything or anyone. That is your categorical variable. Okay? It should be name of something. Name of something. And or you have date and time. All of this is your dimensions. It will be automatically categorized and placed together. So, all the blue ones are placed together. Okay? Now, similarly, here you have green ones employee rating experience and salary. Till employee rating experience and salary, here all the green ones here are called as measures. All the green variables or green fields here are called as variables. Sorry. They're called as measures. Measures. These measures are numerical variables. These measures are numerical variables. Any kind of number. An integer or with a decimal or a float, anything. All right? It will be green and measures. Okay? Now, in these green and measures here, you will see right now till here we are fine, but below here everything is in italics. And we don't we have not seen these names in the fields when we were in the preview. Have you seen these names in the fields when we were looking at the data preview? Was there a column called as latitude or longitude? No. Because these here are auto-generated auto-generated measures. What is meant by auto-generated measures? Auto-generated measures are the measures which will be generated by Tableau based on data set. If Tableau can read the country and continent continent name here, it will automatically bring the related latitude and longitude here so that later on if we create a geographical map, we will be going ahead we can go ahead and create a proper geographical representation. Right? Now other than these other than these here, observe that here you have two more things. One more in italics written as measure names, another italics and written as measure values. Right? About measure names and measure values, they collectively keep the name of all the measures saved here. So the name of measures are saved inside this and all the values of measures are saved inside this. So this is technical part of Tableau. As in when we move forward, we'll understand about these two here. For now, focus on everything blue is called as dimension, everything green is called as measures. Okay, Gauri? Okay, everyone? You got your answer, Gauri? Yes. Now why I'm emphasizing on these terminologies here, let's please understand. Okay, these all are categorical values and you are right, Surya. You can call them a text, you can call them a character also. Okay? But problem here is that Tableau is the product of Salesforce. Right? So they name it as a string. They name the text as a string. They cannot name that as a text data type. Because Microsoft called it a as a text data type. So, they are here calling it a string. They will make sure the terminologies are different than what has been followed there. Okay? Just because the companies are different and they want to position their product as a different. Are we clear? That's why we have to learn terminology. Because in the examinations for certification etc., right? They will use only these terminologies to represent anything. Are we clear about the semantics of market everyone? That's why we have to learn individual terminology separately. Do we understand this? So, please remember these are called as dimension always blue in color. These are green. They are always called as measure. So, when I say you go to dimensions, you go to the blue colored ones. When I say go to measures, you go to green colored ones. Okay? All right. So, we are moving forward then. This here, this white space here is called as This white space here is called as canvas everyone. This canvas here, this canvas here, okay? Can have only one type of chart. It can have only one type of chart. Meaning, one sheet, one canvas, and only one chart. Okay? If you work in Excel, you know you can get multiple charts in one place. If you work in Power BI, click sense, you can get multiple charts at one place. In Tableau, one sheet has only one chart. And the best part about this here is you can switch off the show me drop down. See? You can switch it off. If you switch it off, you get better space to work with. And whatever terminologies I'm telling you here, it is all in the lesson two PowerPoint instructor slides. All the terminology terminologies are already there. With the definition. And we'll go through that also. Don't worry. Karthik. So, this is called as canvas everyone. Just above the canvas, do you see the sheet one is written here? Okay? This is a separate box chart title. This is a separate box chart title. And above this, we have column, rows, pages, filters, right? All these four are called as shelf. So, this is column shelf. This is rows shelf. This is pages shelf. This is filters shelf. So, these are called as shelf. Okay? You can These are called as shelf. This here This here is the most important part of Tableau. This is the heart of Tableau. This is the heart of Tableau. Why? Because even show me which is which is supposed to direct you on what to create, it also uses this particular card. So, we call this a marks card. Why are we calling it a card here? Because inside this card, we decide the shape of the data point. See, in the automatic drop down, we have multiple shapes that we can give. And in then we go ahead and decide with color card that what should be the color we should color we should be giving out, what should be the size of the shape, what text should be written on the shape, what more details I need to add, any kind of tool tip we want to add, and there are more cards that will keep reappearing here based on the type of the shape we select. So, go to the marks card everyone, click on this drop down, and just observe the different type of shapes that you can give here. Just observe. Don't change anything. Just observe the different type of shapes. Remember that if you will master this marks card, if you know how to use this marks card properly with columns and rows shelf, you can create whatever shape you want here. And this is what we will focus on technically. You should know how to utilize this card properly. So, go ahead, click on the drop-down, observe, and let me know are you able to see all the shapes there? We are going to see that, Lakshmi. Don't worry, Sri Lakshmi. We are going to see that. That why it says automatic. Let's see. So, first thing, everyone, go ahead and understand how this rows and column works because this rows and column shelf will help us to place and create a chart, okay? So, go ahead and remember that first whenever we want to check a default condition, since we are new to Tableau, right? We want to understand what happens by default. So, whenever you want to see the default reaction or default placement of things here, we will double click on that, okay? We will double click on that. We do drag and drop. We do drag and drop, okay? For custom placement. For custom placement. That I we want to decide where I want to place, in which card. So, for understanding default placement here, go to department and double click on department, everyone. Go ahead and double click on department and tell me where does it go? >> Very good. When you double click here, when you double click here, your department is going into rows, right? So, when your department is added into the rows here, everyone, how department is written on the canvas? Top to bottom. The list of all the departments is written top to bottom. Yes. It is written in top to bottom. Now, go ahead and now drag and drop department into the columns. Go ahead and drag and drop the department into the column, please. And tell me what do you see? Drag and drop, everyone. Drag and drop. Now, we are seeing them as columns, right? Now, do you understand the difference here? What happened? Right? So, if you're keeping it in columns here, it is appearing as individual columns. It is appearing as individual columns. When these were in rows, all right, it was appearing as individual rows, individual rows. Yes, very good. Now, go ahead. Now, go ahead and double click. Now go ahead and double click on salary, everyone. Now go ahead and double click on salary. So department remains in columns. Wait, okay. You double click on salary. And now tell me, where does where does salary get added by default? Can you be more specific? It is in the marks, but in marks there are several cards, right? In which card it is there? When you double click on salary, where is it getting added? When you double click on it, all right, it will go to the text card. How do we know that? See the symbol here? It's very similar. Match the symbol, everyone. Bhagyshree, Sree Lakshmi, are you able to see it now? It is in the marks and it is under the Got it? Yes, very good. And look at the canvas right now. Look at the canvas right now. Everything is written now in A. This is column wise, so it is written column wise, everything. The numbers appear right here. Also observe, it is giving you sum of salary, meaning it is adding up salary for each and every department here. Correct? Observe here, this is sum of salary. Does it say sum of salary here? No. But as soon as you bring salary onto the canvas, as per the department, it is adding up the salary, creating the report as we created in the example when we started the session. So, we have a report, everyone. Yes or no? Remember that? Do we understand the report has been created, an aggregated report? This is an aggregated report, everyone. Now, this is a report that we have to visualize. Correct? This is a report that we need to visualize. That's what data visualization is. So, go ahead, grab your sum of salary from the marks card, and drop it into the rows, and tell me what do you see on your screens. Pick up your sum of salary, drop it, drag it, and drop it into the rows, everyone, and tell me what do you see on your screen. Is it a horizontal or vertical? I'll also go ahead and bring it here. It's a vertical bar chart. It's a vertical bar chart. So, someone has asked me what is automatic, right? So, automatic here is the automatic selection of the chart based on which dimension and measure you're adding up in the canvas. Right? So, based on how many measures and how many dimensions you are placing on the canvas, on based on that, it will pick up the chart for you here. Now, let's observe something fantastic about Tableau and the canvas. All right? Which axis is this, everyone? Which Which is this axis here? This horizontal X axis? This is horizontal X axis. And this here is horizontal Y axis. Sorry, vertical Y axis. This is vertical Y axis here. This is vertical Y axis. Observe here. When you're bringing columns When you're bringing department into the columns shelf, where department is placed, X or Y axis? Where is department, X or Y axis, everyone? Very good. It is on the X axis, horizontal axis. Very good. About sum of salary? Where is sum of salary? In which axis sum of salary is because we have placed it in the rows. Y axis, vertical axis. So, if you place anything in columns, it get placed into X axis. If you place anything in rows, it get placed into Y Clear? Clear how we are creating the charts here? Just to keep keep this in memory forever. Go ahead and find a simple icon here looking like this. Just above the pages card, find the icon looking like this and click on this. This is your swap axis. This is your swap axis icon. Go ahead and find this icon everyone. It is near the sort icon here above the pages card and above the columns here. Go ahead and click on it and tell me what do you see now. Swapped? Very good. Go ahead and find this. I hope everyone is able to find this. Yes, very good Jyothika. So, observe everyone when you click on this swap right now, what happens? It has simply changed the rows into salary into the columns and department into the rows. That's it. That's what happened, right? So, swap. And now what we have is a simple uh horizontal bar chart. So, now on the Y axis we have department, on the X axis now we have salary. Yes? Yeah, so graph will change according to what we choose to place in rows and columns. So, now let's go ahead and can you look at this? Now, why we were creating charts? Why we did we converted that report into a visualization? So, that we can identify a pattern, we can read the report better, correct? So, you go ahead, look at this chart here, and tell me which department has highest salary given? Which department is getting the highest salary? And how much is it? Right. So, when I asked you about how much is it, we are trying to make some sense out of it by trying to measure it up to the axis here. Somewhere above 40k. Right? Some of you went ahead and you hovered the cursor over it, and in this small box, which is called as a tool tip, 41,800 is appearing here. Now, just imagine you can created this chart. You share this chart with your manager. And will you Would you like to add a note in the email saying that if you want to know the number, exact number calculated, hover over each bar to know the number? Does that sound right? No, we cannot do that. Okay, we are creating this here so that they can understand this chart better, right? So, we need to write the numbers. These numbers in Tableau are called as mark label. In Microsoft, we call them data label. So, how do we add that? So, there is a T inside the square. Go ahead and switch it on. Remember that in Tableau we call them mark label and Microsoft we call them data labels, okay? So, go ahead and switch it on everyone. Now, when you switch this labels on, I am sure in few of you, you are not able to see alternate numbers. You're not able to see alternate numbers. In few of your laptop screens, you might not be able to see alternate numbers. Go ahead, find T inside the square, switch it on. Just click on that. And let me know, are all of you are able to see all the numbers here? Or few numbers are missing from between? Alternate number is not showing. In few of them it will happen. Why? It is based on the laptop screen size. And how much resolution of is there. So, few will sometimes few will be missing, sometimes you will be able to see everything. So, what should we do then? So, let's understand here. Remember, I have told you the canvas can have only one chart. So, let's use the entire space. Why to uh leave this space blank? To use this entire space everyone, from where you have managed to get the labels towards the right hand side of that, there is a drop down called as a standard. So, go to find this a standard drop down here on quick access toolbar. And on this drop down, select entire view. Go to that drop down and select entire view everyone. Great. Now, can you tell me uh the department which is getting the lowest salary? Tell me the department getting the lowest salary. Right. Great. Yes. So, when I asked you right now that which particular one is getting the lowest salary, ma- Okay, as a human being, okay, as a human being, what did you What did you do here? Your eyes here, it started to compare the length of every bar, right? Since you already knew retail is the highest, you have left that out and then you compared the length of every bar. And then you reached here. As a human being, that's what you did, right? So, it took you a few seconds to answer. It took a few seconds for you to answer. The answer was not immediate. That is why we can go ahead and sort. So, the end user, if they want to go ahead and immediately want to see the lowest and highest, they don't have to find it out. So, go ahead and sort it out everyone. So, just before the team side, the square and entire view, towards the right of them, you will find the sorting. So, there is an ascending one, there is a descending one. You can decide what to keep first. Now, you don't Now, if I ask you give me the second highest, give me the second highest. Answer is quick. Give me the second lowest. Answer is quick. Yes, absolutely right, everyone. Automotive and healthcare, correct. So, see now the answer was quick. You now you Now you didn't even you are not even looking at the right hand side, right? Didn't even look at that. You just looked at this that oh, this is ascending or descending. This is my answer. So, this is all visualizations are formatted and created to make sure everything works right. So, our first visual our first visual is done everyone. We created our first visualization here. Let's go ahead and rename the sheet. Let's rename the sheet here. This is salary by department. How do we rename the sheet? So, go to the left hand bottom corner. Sheet one is written here. You can right click on it and rename. Or same as Excel, you can double click on it and rename. All right. So, go ahead and rename the sheet at the bottom everyone. I'm going to rename this salary by department. ment. Once you have named it, let me know. Do you see any difference on your chart or on your interface anywhere? Yes, very good. You'll realize that once you have named the sheet here, the chart title is automatically updated. So, now now let's understand everyone here. Okay. How does this is working? How uh is getting updated by itself? To understand this title here, just go ahead and double-click on the title, everyone. Go ahead and double-click on the title. When you double-click on the title, everyone, do you have a dialogue box like this? Now, read the name of the dialogue box. What is the name of the dialogue box? No matter in which uh tool you work with, every dialogue box or pop-up box is going to have some name. Okay? So, this is edit title. And inside the edit title, is it writing salary by department here? Is it writing the name that we have written here? No. It is going ahead and writing sheet name inside the angular bracket, inside the angular bracket. So, remember that in Tableau, whenever you see anything written within these angular brackets, it means that it is reference to some value. It is reference to some value. It can be reference to sheet name, page name, uh to a certain dimension or a measure, and any other object. So, whenever you see these kind of brackets, angular brackets, it means it is referring to something. So, currently, the reference was sheet name. So, whatever you write in the sheet name will appear here. However, if you want to write by your own, you can do that, too. If you want to delete that, you can do that, too. As we are learning the basics today, we will simply go ahead and understand how do I format the sheet name? Because sheet name is perfect. But if we want to format this, how do we do that? So, if you keep your cursor inside and you change anything here, it won't reflect on it. To make changes in this here, you have to select the entire part. When you select the entire part with control A or drag and drop, right? It will highlight in blue color. Once you select all, it highlights in blue color, then you can go ahead and make changes. Make changes like you can make change in type of font. You can make changes in type of font size. You can bold it. You want to change the color, you can do that, too. You can also go ahead and make it at the center. Okay? When you do any of these changes here and you click on apply apply, it shows the preview here. If you're happy with the preview, you can click okay. If not, you can reset it back. All right? So, follow along with me right now. Go ahead and double click you are the you're already inside, right? Now, go ahead and either you use control A or you simply drag, drop, and select. Select like this. After selecting the name like this it says Tableau Light by default. So, this is your font styles, everyone. You can click on the drop down here and change the font styles any font styles from here. Okay? Select any font style that you like. Now, this is your font size. In this font size here, this is too big. You can go ahead and decide 12, for example. Now, we can bold it. If you want to change it some color around here, you can change the color around here. This is alignment, everyone. See? So, let's say I'm aligning it at the center. And then click on apply and look at the preview. So, apply button shows the preview. If you like the preview, good. If you don't like the preview, you want to change the color or something, do that. Click on apply again. See the preview. Once you're happy, you can click on okay. All right. So, right now we have created one chart here, everyone. Now, how do we create another chart? To create another chart here, we need to add one more sheet. How do we add up one more sheet, everyone? There are two ways to do it. Do you see there is a plus sign here? Do you see there is a plus sign here? Right? And but there are three types of plus signs. And we have a plus sign here also. Here here also also there is a plus sign. So, go ahead to this drop-down here and see all the three options. First, we see and observe, right? Read all the three options here. It says new worksheet, new dashboard, new story. New worksheet is the exact same sheet that we are working in. When we have enough worksheets and enough charts that we can create a dashboard out of it, we add the dashboard. And when we have enough worksheets, dashboards, and our entire presentation is prepared that yes, I have all the material for my presentation, I have got this pro- solution to the problem, we go ahead and we add a story. So, all these three are very different interfaces. For now, we need work sheet. Okay, shortcut key is also written there. So, for now, we need new worksheet, everyone. So, go to the drop-down and click on new worksheet. You will see another sheet is added up with name sheet two and the exact same interface is there. Yes? Yes? Wonderful. Now, let's go ahead and bring Let's go ahead and now this time we drag and drop a now go ahead and double click on gender everyone. Go ahead and double click on gender. And then double click on employee db.csv count, the italics one. And double click on employee db.csv italics one. Counts how many yes? Right? Counts the how many employees are there based on gender. Great. Now, what is the best way to represent these numbers? Instead of giving the numbers, will it be better if we represent this in percentage? That how many percentage contribution is there? We usually see that in a percentage, right? So, first we go ahead and calculate percentage. Yes, that's where we are headed, Dikshita. So, everyone go to this count under the marks card. Green colored count here. Right click on that count. Hi, Manav. Uh last step double click on this italics count. So, double click on gender and double click on this count. Italics count. That was the last step. You were not there at sheet two? We go to this plus sign and new worksheet, Manav. Or we can also click on this plus sign here. The first plus sign. Or simple control M. So we are adding the sheet. Are we here at the other sheet? Great. So now double click on gender, double click on employee. And when the employee gets added into the text card on double click, we right click on it. We go to quick table calculation and click on percent of total everyone. Do you have percentage written there in front of you everyone? Yes, Manav. Are we all on the same page now? You made a mistake somewhere. It's okay, no worries. We are about I'm about to conclude the session, Manav. So once I conclude the session, I will let you share the screen. I have one more learner where I have to see and solve their doubt. All right, no worries. Right. So now how do we represent percentage everyone? With a pie chart, right? So let's go ahead and go to show me and click on the pie chart. Go to show me and click on the pie chart everyone. >> Click on show me and the pie chart. Is this the pie chart you were expecting out of Tableau? Everyone, go to show me on the second row you will find pie chart. Do you have a pie chart? Uh Digvijay, as I have told before, okay, we go to this green colored one. We right click on this count under the marks card. We go to quick table and we click on percent of total. Right click on that. Quick table calculation, percent of total. Now go to show me and click on pie chart everyone. Now pie chart looks like this, okay, but it's look like a small sticker. So go ahead and switch on label everyone and view this in the standard view, entire view. Okay, so simply switch on the labels, go to the drop down and view it in the entire view. Are we good? So first we clicked on pie chart. Then we switched on the labels. Then we switched on the entire view. Yes, better. Now, it will be much better if you will go ahead and switch off the Show Me. So, switch Show Me is just a drop-down. So, everyone, collapse the Show Me, please. Collapse the Show Me. The moment you will click on Show Me and it collapses, you will see legends here. It will tell you which color is F, which color is M. So, now it is easier for you to go ahead and understand what's going on. Right? That which color is what. So, that on the right-hand upper corner, you will find legend. Right? So, it did in the when you create a pie chart, you will be able to see the legend here. Legend is telling us which color meaning what. Are we all able to see this? So, now let's go ahead and save our work, everyone. Go to the file drop-down and save your work. So, go ahead, file and save as within your system, please. Go to file and save as, please. Okay. When you are saving your workbook, okay, please remember to save as .twbx. Save as type should be .twbx. Why it has to be that, I will explain you tomorrow. But, please make sure that when you are saving it, right, you save it as .twbx. So, today we'll go ahead and uh import the data from an Excel workbook. After importing data from the Excel workbook, we are going to move forward and create different type of charts. We will deep-dive into dimension versus measures. We will also go ahead and learn about how does date behave uh in Tableau. Then we will go ahead after creating multiple charts. We will also go ahead and add a dashboard. Today we'll understand about dashboard. After dashboard, we'll go ahead and create a storyboard also, everyone. We'll go ahead and create a story, too. So we're going to see the basic different type of charts here. Quantitative used to categorize the data. Qualitative, Surya. Qualitative. Let me show you guys again. And Tanuj, do you use numerical also numerical values to create a chart, too? Does it define what a dimension is? You can define numerical also like that that I used to create the charts. There are type of charts that are created only by numerical variables. No categorical variable required. Read this again, everyone. Dimensions are qualitative. Qualitative. Quality. Numericals are quantitative. Quantity. That represents quantity. That represents quality. Yeah, yeah, it's fine. Right? Clear? I get it. All right. So this was the today's agenda, everyone. So we are going to create multiple different type of charts. First thing, we connect with Excel. And then we go ahead and create charts out of that. Yes. All right. So I'm going to reshare the screen again. And everyone, please go ahead and open up Tableau workbook from your desktop. A blank Tableau workbook from the desktop. Once you are here, you will be able to see the day one CSV file if you have saved it in your system. You will see the tile here. So everyone, let's go ahead and connect with Excel right now. So Excel is the first one here, Microsoft Excel. Yes, I would like to remind you one more thing here. All these steps that we have done before, okay? It's steps which are repetitive, which we have done already before or in the previous day. So repetitive steps here, you will follow along with me. You will follow along with me like connecting with data set. You know how to do that. Okay? So you will follow along with me. And when we come across new steps, all right? And I will specifically ask you to only see and observe, please do not follow. Okay? Whenever the new steps will arrive, I will ask you to see and observe, you will only see and observe. All right? Then I will repeat these steps after clearing everything. That's when you're supposed to follow. Just a reminder to everyone. Are we clear? In case you still miss, all right? In case you still miss uh these steps, ask immediately, okay? Don't wait for entire thing to be over. Just ask immediately. If it is possible, of course, I'll go ahead and repeat it for you. Otherwise, I will ask you to share the screen accordingly. Okay? All right. So let's start working. So everyone, let's go ahead, click on Microsoft Excel. This is the first option here. Go ahead and find your Sample Superstore. Sample Superstore 2. And click on open. This you can do, We have done this before. Now, once we click on open, remember we are in the data source. We are at the data source right now. Now, in the data source, right now it is empty. Yesterday, we can see the preview automatically. Remember? So, currently, let's understand what is happening here. Let's understand what what happened here. So, this connection here is taking it to the folder or the file path. Now, inside this path, here Tableau is informing us that I am connected to this Excel workbook. I'm connected to this Excel workbook. And inside that Excel workbook, there are three sheets and other objects are there. Okay, because the icon is different. So, other than these three sheets, other Excel objects are also here. Now, it is up to us to decide what should be read by Tableau. So, whatever you will drag and drop here, only that data is read by Tableau. Only that data. So, if nothing is here, Tableau is not reading anything. Right? So, we want it to read the orders data only for now. So, go ahead. You can either double click or you can drag and drop here. Or so, you either double click on it or you drag and drop it. Do any one of the two things, everyone. Either double click on it or drag and drop. Once you drag and drop, tell me how many rows and columns are here. >> Just double click or drag and drop. Very good. So, right now we have 21 fields and more than 10,000 rows. Very good. Yes, great. Now, tell me here how many rows are you able to see in the preview? Column, do you repeat? Uh column, could you repeat? Uh hi, Kavita, are you here? All right, so are you here? Are we connected to Excel? Right. So, next part that you have to do is you Do you see order people and returns here? Listed out? Just drag and drop orders here in the white space. Just drag and drop orders here. And you will be able to see the data preview. So, everyone let's go ahead and see right now how many rows you're actually able to see right now. How many rows are actually able to see? Only 100? Yesterday when you connected to CSV, there were 20 rows. Right? And you were able to see all 20 rows here. And you were able to see all the 20 rows. Now, we have only 100 rows. Why? Because it is just a preview of the data set. It is just a preview of the data set that how it is there. However, you can choose how many rows you want. If you go to the 100 rows here and you type five, you will see only first five rows. Type five and you will see only first five rows. So, it depends on you how much preview do you want to see? You want to see 1,000 rows? You want to see 100 rows? 50 rows? It's all up to you. It is only for you to understand how it works. So, go to the 100 everyone. All right. So, for you it is 100. So, go to this 100 here. Delete that 100 and type five and you will see the five rows. But, convert it back to 100. Type five, press enter, you will be able to see only first five rows. Once you see that, please convert it back to 100. Go inside it again. Type 100 again and press enter. Once you're back to 100 and you have pressed enter, all right everyone. So, before we go ahead and start analyzing this data set, we have to understand the data set here because there are 21 columns. So, let's go ahead and collapse the metadata, please. Let's collapse the metadata here. And let's see what this data set is all about. So, we have here row ID, we have order ID, order date, shipping date. So, here we have individual orders, by which mode they are shipped. So, this all here is the order details everyone. ID, order date, ship date. All are order details right now. If you move forward here, we are If we move forward here, now we have customer ID, customer name, segment, and which particular location do they belong to? So, here these are customer details, which type of customer segment they fall in. And when you scroll towards here, now we have location detail till the postal code and region. And then we have product detail, that what was the product ID, category, subcategory, name of the product, what they bought in. And at the end here now, we get the fact details. Meaning number details. What is the total sales, quantity they have ordered, any discount given, and what was the profit gained out of each order ID or each transaction. So, this kind of data is called as transactional data. Okay? This is your transactional data set. Which is giving you each individual transaction. Now, in this each individual transaction here, I want you to look at order ID. And tell me, is order ID unique or duplicate? Is it unique or duplicate? Order ID. Because this identifies the individual order and transaction. It should be unique, but is it unique? You're right, it should be unique, but what we know here, but is it unique? No. We have duplicates here. Right? We can see 26 26 26 99 99. If I scroll down, there are more duplicates. See, 99 99, then more 99 99. Same same order ID. Why do you think we have duplicates? Look at the data set. >> For example, this 126 126 is duplicate, right? Same customer can give multiple orders, that is clear, but order number will be different for that. Yes, but each order number is different. You also give online orders, right? So, every order number is different. Yes, very good practice. So, let's see here, everyone. So, see here, these are the repeated order IDs, right? Same date, same person. All right, of course, the same address. Same address. But, when you come to the product here, you will realize that within that one single order, they have ordered three separate products. Three different products. Since they have ordered three different products, that order ID is getting repeated. Clear? Clear, everyone? This is why order ID is getting repeated. Meaning, the number of rows is the number of product. A number of total order ID means total number of products ordered. That's why order ID is getting repeated. Now, why I'm telling you all this here? Because the moment you look at a data set, you are aware that it should be unique, but it is not unique, do not delete the duplicates. First, figure it out why there are duplicates. Most of the time, it is there for a reason. Okay, we never jump to the conclusion. We never simply delete the duplicates, ever. All right. Because that's what we learn theoretically, right? Duplicate, remove the duplicates. And that is not the case in the real time. Okay, so let's move forward then everyone. Let's go to the sheet one. So on the data source towards the right hand side, there is sheet one. Let's go to sheet one everyone. And remember that today we are going to learn about more basics, uh more conceptual basics today, okay? So go ahead and click on sheet one. So now here we go. Only by using rows and columns, you're supposed to create This is a Okay, go ahead and create a bar chart bar chart between category and sales. Can you do it by yourself? Would you like to try or would you like me to tell? Would you like to try by yourself? Go ahead, do it. Yes, all right. Go ahead, do it. Very good, Akash. What about others? Go ahead. Once you're done, let me know. Only use columns and rows, and I want you to create the chart between category and sales. All right everyone, so let's go ahead and double click on category. Those who were not able to create this, okay? Only them. So please go ahead and double click on category. It by default goes into rows. We are fine with that. Now we will scroll down. We will scroll down. Why? Because there are 21 columns. So let's just pretty long here. We want to find sales. So we go ahead and we drop down. Once you drop down, you will find sales. Once you find sales, you drag and drop sales into the columns. Follow along with me. Drop the sales into the columns. So, Kavita, do you have a bar chart ready? Now, every Remember everyone, whenever you'll go ahead and create any kind of chart, always do the basic formatting. What is the basic formatting? Always sort it, okay? Whenever it is required, sort it. Add the data labels and view this in the entire view. As per requirement, but these are the basic here. So, go ahead and sort, switch on data label, and view in the entire view. And tell me which category has the highest sales now? Easy answer? Yes? Very good. So, do the basic here. And now we name the sheet one. Right. Very good. Technology is the right answer. Uh Kavita, here, see? Follow the annotation. Sort it. Label. Entire view. This label will put the numbers in front of it. Entire view will show the entire chart. Okay? This is label, mark label, data label. It puts these data labels or mark labels here. All right. Now everyone, once this is done, we rename the sheet. Very important part here. So, you can either double click on sheet one, or you can right click and rename the sheet here. We are going to rename it as sales by category. So, let's rename here, too. Either double-click or right-click and rename. We name it sales by category. So, from day one to day two here, we have learned how to create a chart between a categorical variable and a numerical variable. Yes? So, now let's go ahead and understand how date behaves in Tableau. To understand that, we need to add a sheet. How do we add a sheet? Either we go towards the right side and the first plus sign here, or we go above the pages card, and there is a box and a plus sign here. We can go to the drop-down here and select new worksheet, or control M. So, there are uh many ways to do it. These are the few direct ways. You can drop down and click on new worksheet, or you can go ahead and just plus there. Once you have the new sheet added, please confirm. So, remember to rename your existing sheet, then add a new sheet. Once you have a new sheet, so now we are in sheet two. Once you're in sheet two here, we will go ahead and add order date. Remember, double-click is default addition. So, let's double-click on order date and see by default how is it programmed to work? So, go to order date and double click and try to explain in words what do you see. What happens to order date? Going to column, very good. What else? What else do you see? We only see year-wise data. Yes, very good. So, let's go ahead. I'll also go ahead and double click here. Double click on it. Simple double click. And it gets added to columns. But in columns, it is not writing only order date. Instead, it is writing year and order date. In canvas, also we can only see year-wise data. Have you observed one more part here? That there is a plus sign. Right? This plus is expansion. Go ahead and click on the plus sign and tell me what happens. We have quarters. Showing quarters per year. See here, every year four quarters, every year four quarters. There is still a plus sign remaining. What do you see when you click on another plus sign? Now, inside each quarter it is showing us three months. Of course, it is calendar quarters is starting from January. There is still a plus sign. There. So, what essentially happened here? Technically, what happened everyone? How many dimensions do we see in columns right now? How many dimensions we are looking at? Four separate dimensions. So, what essentially happened here is one single order date column. One single order date column is currently bifurcated into four separate dimensions. That's what is happening here. And since these are four separate dimensions, we can utilize them whenever wherever we want whether in filter, any marks card, rows, columns, anywhere. Because currently these are separate separate dimensions. Right? So, why is it happening like that? What is the reason for that? Because date here is a natural hierarchy. Date is a natural hierarchy. What is a hierarchy everyone? What is a hierarchy? Can you give me any other example of hierarchy? It's okay. Give me example of hierarchy. Yes, uh ordered levels. Right? Ordered levels. Correct. So, in an organization, we have ordered levels. So, under one category, under one under one manager, you have different deputy managers. Inside those, then you have your team leads. Inside team leads, then you have individuals. Or if we talk about university or university or right. So, who who is the first one person there? There there's your faculty. Above the faculty, there are senior faculties, assistant professors. Above assistant professors, you have got professors. Above that, you have HODs. Above HODs, you have registrar. Then you have your deans of individual schools and departments. So, level of hierarchy is there. So, date is the natural hierarchy. Since it's a natural hierarchy, not a made-up one, it goes ahead and identifies that hierarchy automatically. Even if just entire column is just the date. Why? Because, of course, inside the year, okay, it is made up of quarters. Quarters are made up of months, and months are made up of weeks. Weeks are made up of days. Days are made up of hours, and then you have got minutes, and then you have got seconds. So, all of this is a natural hierarchy. And if you have date and time together, or only date or only time, it understands this hierarchy very well. And it automatically bifurcates your date column into four separate dimensions, which can be used as as we want it. Okay? So, this is why right now, order date gets separated into four four separate dimensions. And this type of date is called as discrete date. This type of date, which separates into four dimensions, which separates into four distinct dimensions is called as a date as discrete. Data as discrete. Data type. So, data type is discrete here. Because we're discreetly reading four separate types. Okay? Let's understand it with the practicals. So, for example here, now we don't want to see day. How do we get rid of day here? We can simply click on minus. Of course, you can drag and drop. You can right click and remove it. But, the easiest way is minus, collapse. So, let's collapse everyone. Go ahead, click on minus. Now, we have year, quarter, and month, everyone. Yes? We only want to keep We only want to keep year and month. Okay? We don't want quarter. So, there are two ways to remove quarter. So, it doesn't mean that we have to use it in hierarchical manner only. We can use whatever combination we want. So, how do we remove quarter? Since we're using it for the first time, dragging and dropping out might become very confusing here. So, we can simply right click and remove everyone. We can simply right click and remove. Right click on quarter, everyone. And remove. Once you're left with only year and month, let me know. >> Yes, Prachi. So, click on minus, they will be removed. Right? And you will be left with year, quarter, and month. So, to remove quarter, you can either right-click or remove from here, or Manav, you can drag and drop it out here. That also works. So, what did I do? I'll show you again. This is quarter, right? I will drag and drop it into the blank space like this. It's gone. All right, once you have year and month here, go ahead and bring sales into the rows, everyone. I hope everyone has year and month only. Don't drop it into the canvas, into the white space. If you drop it into the canvas, it will add it into the canvas. Okay, don't drop it into the canvas. If you drop it into the canvas, it goes into its default place. Drop it where we want it. That is better way to add. So, for now, bring sales into the rows. What do you have here? Which chart do you have, everyone, right now? Have you chosen line chart anywhere along the lines? No. Right? So, how Tableau knows that the correct is the line chart only here? But in the previous it should be a bar chart. So, there is an entire study, very old study, which is now very much relevant is visual analytics. Okay? Visual analytics here is the detailed study on data visualization and how this visual analytics works. So, based on data type, based on data type, and number of dimensions and measures that we are adding here. Okay? Which chart to create when? Those rules are there. Okay? Which chart to create when? Those guidelines are there, not rules. Which chart to create and when? Right? Those guidelines are there. Those guidelines are actually embedded within the Tableau. This is very unique to Tableau because you will not find this kind of guidance anywhere else. Everywhere you can create whatever chart you want. But in Tableau it will actually guide you that which chart is the correct one. Yes, because data is discrete and it is date. Best part here is it is here as date. Date is a time series. So, if you have a data or time series in front of data on time series, if you have a numerical variable, it should always be either a line chart, area chart, or likewise. Right? And we never sort an area chart or a line chart. Why? Because it should be in the chronological order. Okay? Manav, it depends on what you want to add back. Of course, without controls it also can be added back. You want quarter there. So, bring order bring order date again, right click and change it to the quarter. It's simple. So, we're going everything manual on its own time. Let's focus on date six first, okay? Everything will be added and learned. Don't worry about that. Because right now if I tell you, it will be very confusing. Okay? All right, everyone. So, let's look at your line chart. So, you can always get your quarter back by right click and quarter, okay? Here is it, Manav. So, bring order date here, right click on the order date and convert that to quarter. Or you can simply minus the entire year and plus plus again. There are many ways to get it back. Great. All right, everyone. So, right now we have a line chart based on your It's clean size. All right, you can might or might not have a horizontal bar. Okay? How many of you have this horizontal bar? Because the chart is going out of the screen. If anyone has that, let's view your chart into the entire screen. Go ahead, everyone, and view your chart in entire view. Look at this chart right now and can you give me any two insights out of it? Any two insights? We know we are looking at uh year year and month wise sales trend, correct? We are looking at trend, basically. So, can you go ahead, look at this chart and give me any two insights right now? >> Yes, we are looking at month-wise trend. That's correct. Very good. Year 2024 was the best year. Year end has good sales. Feb has less sales. 2021 was the lowest. Feb was the lowest. Correct. Very good, Praji. In every November is increasing. From October there's increase in sales. Very good. Very good insights, everyone. November 2024 has the highest sales. Correct. Now, to look at the patterns better, all right. Let's make it more informative. Now, how we can make it more informative here? Why do we create a chart to look at trends and patterns, right? So, right now what is the sales trend, everyone? Yes, there is seasonality. Correct. What is the trend? Up trend, down trend, or an average trend, everyone? Every year. So, if we see every year, every year we have an up trend. Every year we can see there is an up trend. Correct. And if I talk about here also, there is a slight up trend, not very good, but a slight up trend, too. If we talk from a start to the end. Now, this is easy to see here, but okay. So, go How about if we want to see whether the same pattern So, this is about the trend, right? Now, what is the pattern that followed here? One pattern we understood that at the end of the season or at the end of the year, the sales increases. But, is it following the same pattern every year? Is the sales exactly similar every year for that particular month? Is it easy to determine side by side? That in July in July, are we having same uh sales year by year in July? Is it easy to determine side by side? The pattern of every year. Can we simply go ahead and look at, for example, August here and just manually can we go ahead and join August, August, August and analyze what happened? Is it easy to analyze August my each month every year and figure out a pattern just by looking at it? Go ahead and tell me about March if it's easy to compare side by side. Because there the answer is yes. Go ahead, compare March side by side. No, no, only March for every year. Is it following the same pattern? How much sales is higher? Is it easy to see? How many times will you go ahead and match the x-axis? Is it easy to match x-axis just by looking at it? No. It's not that easy to see side by side. So, let's go ahead and bring What if we go ahead and bring these lines one above the other? So, if they follow closely with each other, meaning they are following in close with each other, every month there is no significant increase. If they we overlap them with each other and they are very far from each other, meaning every year there has been significant increase in sales every month. Do you get it? If they overlap very close to each other, meaning every month there is no significant increase in sales. But if we overlap them with each other and they are very far from each other, it means there has been significant increase in sales every month. Okay, so let's understand here the charts. So, this is what we are going to do. We are going to pick up the order. We are going to pick up the order date year. And we put that into the color card. Look what happens. Just look what happens first. Do you see any significant increase in months? Month by month sales? Every year? Are we able to increase sales every month as compared to previous year? Now here we have a legend. Each legend is telling us about which color represents which year. So, what did I do here? Okay, so we had year in columns, everyone. Right? See what we did? We pick up the year and we drop it into the color card. We drop it into the color card. Yes, that's what I'm repeating, Kavita. We had year into the columns. We pick up the year or a date from here. Since it's a discrete one here, a separate entity, we drop it into the color card here. Are you able to drag and drop everyone? Now, let's understand the chart here. Okay? You must be thinking, "The but lines are overlapping each other. How do I know anything about uh the overlapped lines?" Tell me why lines are overlapping. Because the sales that we have done is not far away from each other. That's why we see them overlapping. So, the chart is absolutely correct. It is telling us how the sales is actually going ahead. If you look at this line here, this line is not overlapping. Meaning, we were able to actually do a signi- we did have a significant increase in sales in 2024. But all the first 3 years, okay, we are following the exact same sales every year, every month. Okay, not very far from each other. Are you able to see the pattern here? Do you understand why this gives us a better information about the patterns? Yes? Great. See, I can go I can move forward and tell you that see, this is a beautiful chart. Let's move forward. But it is a very important a skill set to understand what is happening here, whether this chart is even correct or not. Okay? Because you can create chart between any two things here, but that doesn't mean it's a correct chart. You have to identify whether it is correct or not. And of course, you should be able to read the chart. Okay? So, let's go ahead and rename your chart everyone a trend. So, we have looked into our sales trend right now. Let's name it trend. So, we have named the sheet trend here. We will also double click on the name this time. We'll also double click on the chart title this time. When you double click on the chart title, sheet name appears. Remember from yesterday? Now, we can go ahead and also type whatever we want here. So, we have learned here that date is working as discrete. Date as discrete variable. So, inside the edit title, it shows as sheet name, but once you go ahead and click on apply, the trend look like this. Once you have named Once you have written proper chart title, let me know. I'll also go ahead and click okay here. And we click okay. Then, I'm not sure if you remember, I have I don't remember if I had discussed that. So, today we are Have you went through the self-learning videos? Right? So, whatever is inside the lessons, we will learn everything. Remember instructor slides I have shown? All the lesson names were there, topics were there. We'll see everything. So, So, you'll understand data cleaning, whatever is possible and data modeling, what is possible within the Tableau Professional or Tableau Public uh software. Okay? So, today we'll learn basics. From tomorrow, we'll start with date how to import data. All right. Okay, everyone. So, this was the line chart here. Let's go ahead and add one more sheet. Now, you know how to add a sheet here. You can add a sheet from any one of the places right now. These are the new worksheet. Once you're ready, let me know. Because I need your attention on the screen. All right, everyone. Please add one more sheet here, a blank sheet, and pay attention on the screen, please. See and observe first. So, right now I'm going to bring order date again. I'll go ahead and bring order date again. In front of order date this time, we are bringing profit. In front of order date, we are bringing profit. So, I'll bring profit. See and observe only. Now, when I go ahead and bring profit right now, there is a Okay, I will go ahead and bring profit here. Once I bring profit into the rows, what we have here? A single line. A single line everyone. Right? Now, in this single line here it is simply showcasing the four years. Now, if I go ahead and I want to see quarterly profit, if I go ahead and plus on year it becomes year and quarter. Now, tell me does this make sense? This chart that you're looking at on your screen right now. Does this chart make sense? Because Tableau can actually go ahead and attach the lines together instead of showing us a broken lines. It is showing us broken lines instead of showing the continuous line. Why is it so? Reason is the moment order date is year, by default, one dimension order date is bifurcated or separated into two separate dimensions. So, right now year and quarter are treated as two separate dimensions. Because of that, each year has three quarters. Each year has four quarters. Each year has four quarters. And it is only considering this as a continuous data. This is a continuous data. But what do we want? We want a continuous We want a proper continuous chart. So, we'll go ahead and we convert this date into a continuous chart where we have to go ahead and tell Tableau that see the year and quarter go together. Okay? Year and quarter work together. So, how do we do that? So, now work along with me. How do we get a continuous chart? Okay. To get the continuous chart everyone, first thing that we do is we will go ahead and bring order date into the columns and profit into the rows. Let's do that. Bring order date into the columns. Then bring profit into the rows. Let's give others 10-15 seconds more. Let them come back to the screen. View this into entire view. View this chart into entire view. Let's do that. After entire view, view it into the entire view everyone. After entire view, go to the colors card. In the colors card, there is markers at the bottom. You go ahead and select the second markers here. Have you switched on the marker points everyone? Those small dots along the lines. Are we there? Yes. Very good. So now the formatting is done. Okay? Now we learn about the concept. So we want a continuous date line. So can you right click? Go ahead and now right click on the year. Go ahead and right click on the year. When you right click on the year, you see here it says year and quarter. Go ahead and click on the first occurrence of quarter. Go ahead click on the first occurrence of quarter. Now the chart that is in front of you, quarter wise profit, is this the correct chart? Is it correctly representing your data? Is it correctly representing your data? Switch on the labels also, go. Switch on the labels. And tell me, is this correctly representing your data? If you're saying no, explain why. If you're saying yes, explain why. All right, I'll clear the confusion here. Correct there, Tanuj. Can you tell me which year quarter one is this? Which year quarter one is this? How is it reaching to this number? How Tableau is reaching to this number? Yes, correct. Because it is not showing the year-wise quarter profit. It is showing quarter profit. It is summing up each and every year. So, it is summing up 2021 quarter one, okay? Added up with 2022 quarter one. Okay, added up with 2023 quarter one. Added up with 2024 quarter one. It is showing for each and every quarter consecutively. Is this correct representation? No. No, absolutely not. Okay, it is not showing us anything that is significant here. What we want is year and quarter together. To get the year and quarter together in a continuous manner, we right click again. This is where you will right click here. Go below this quarter. Go below this quarter, you'll realize the year and quarter is written again. But this time, read it on the right-hand side. The second occurrence of quarter is continuous. It understands that quarter and year goes together. Month and year goes together. Even week and year goes together. Right? So, we go ahead and we get the continuous quarter. Here also, you can realize that if it is first quarter, it is discrete. The moment you select the second quarter, it becomes continuous. So, go ahead and select the second occurrence of quarter and tell me the changes you see on the interface. Observe there are multiple changes that are happening. Once you click on continuous quarter, tell me what do you see? Is there a continuous line? Very good, Bhagyashree. Very good. Correct. Correct, Kavitha. Now here, we click on while also go ahead and on continuous quarter here. First thing that you should realize it's uh this is now green in color. Do you see here? Quarter is green in color, telling us that it is continuous in nature. Another part here is we have all the quarters, everyone. We have all the quarters here because this is 2021 quarter four. This is 2021 quarter two. So, what the others are? On the x-axis, it doesn't have enough space to write quarter one, quarter two, to quarter three, quarter four. Right? So, if you will logically see here, this is quarter two, this is quarter four, then what these are? Okay, so it is representing every quarter, of course. It doesn't just doesn't have enough space in the x-axis to write that. Okay? Correct. Uh quarters are represented as these markers. These dots here are called as marker points. Okay? So, there are two significant details here. Uh this green-colored one is depicting here, Kavita, that this is now date is in continuous nature. So, now this date year is continuous in nature. Here it understand that uh year and quarter and month all are one single variable. These are not separate variables. As it doesn't discrete. So, the date here is acting as a continuous variable. That's why it is green in color. So, in a even if you see anybody else's chart and you see this is green in color, you should immediately understand that this is continu- uh continuous in nature. Now, remember that everyone, whenever we have a line chart, why do we create a line chart? To figure out trend and patterns. All right? Because of this reason, because of this reason, we don't keep Okay, we do not add data labels on top of it. Why data labels are not kept here? Talking about the guidelines of visual analytical principles, we do not add data labels into the line chart. Because data labels distract the end user from the pattern. Just look at this chart on my screen. Okay? As a As an end user, if you look at this chart here, your your attention will be drawn to numbers. It will be very difficult for you to actually see any pattern here. Because number grabs your attention. Okay? So, we should never add a data label on the line chart. However, we can of course add the start and the end. At least we can tell them that how far we are going ahead. Or we can go ahead and add the minimum and the maximum. Right? So, this is how we can go ahead and choose which individual labels to represent. We should not be showing all the labels simultaneously. So, let's choose which number we want to keep. So, we keep only first and last everyone. Okay? How to keep first and last number? Now, I'm going to show you first and then I'll repeat it for you. Okay? To follow. First, just see here. So, right now I will go to the labels card because you want to add the data labels, so we go into the labels card. In the labels card here, we have label appearance. Right? Below the label appearance, now we here we have marks to label. Marks to label here is by default all the numbers are there. We don't want all the numbers. So, we go over here and we click on line ends. When we click on line ends there is no okay button. It automatically shows uh on at end of line and the start of the line. Automatically it will show you, okay? So, now follow along with me here, everyone. Go to labels cut. Find marks to label. By default, all is there. Click on line ends. There is no okay button. It will automatically reflect on your chart. So, now we have the start and the end here. Now, the question arises, is this a uptrend or a downtrend, everyone? If we see from uh the start till the end here, it looks like a slight uptrend. Not an exponential increase, but a slight uptrend. Okay? But, can we simply prove it like this? Is it data backed up? So, how do we prove that there is an uptrend? So, we add a statistical trend line where uh and in Tableau, even if we don't know a statistics, Tableau will do the calculation for us. So, let's go ahead and add a trend line, everyone. To uh go ahead and to specify which trend it is, we add the trend line from the analytics pane. Where is the analytics pane? Just towards the left of the data pane, on the left hand upper corner of the screen here. Go to analytics pane, everyone. Switch to analytics pane here towards right of the data pane. And there is Here it is, we have a trend line. Once you find the trend line, just double click on the trend line. When you double click here, now you can statistically say that yes, there is an uptrend. I hope everyone is able to find it. And when you double click on the trend line, a gray colored dashed line is appearing here. How this is happening here? It is simply going ahead and applying the basic regression modeling here. And based on that regression model, the trend line is decided. If you know what regression is good. If you don't, don't worry about it. It is statistically proving that your this is the trend. Okay? All right, everyone. So, let's go ahead and move back to data pane here. Let's move back to data pane here. Because you want our names back. And let's go ahead and name this as quarter. This is profit by quarter, right? So, this is profit trend. So, this is profit trend. So, double click and name sheet, everyone. Profit trend. Now, before you we forward, let's go ahead and save our work. All right? We don't want to lose our work so far. So, we go ahead and save our work everyone. So, go to the file drop down. And save as. Save in your system. Save to Tableau Public saves it in the Tableau Public Cloud, which is visible to everyone. And you also have to create an account there. So, we are not creating the account right now. Not required. Go to the file drop down and save as. Save within your system. And when you click on save as everyone, I have told you yesterday that always save as there two options to save, right? These two options here are .twb and .twbx. So, .twb is Tableau workbook. Meaning, it saves the file path, the entire file path with your charts. That's it. What is Tableau packaged workbook? A Tableau packaged workbook, that is .twbx, it saves your a small copy of your data, a small copy of your data, plus whatever charts and dashboards we create. What happens with that? So, even if by chance you have copy and pasted or cut and pasted or deleted the Sample Superstore 2 from the file path from which you have connected right now, you can still work on this chart and on this particular workbook. However, if you save this as .twb, all right? It needs same file path every time because it saves that file path and the charts. So, whenever you're dragging and dropping order date, category, sales, profit, it goes to the file path, pick up from the Excel, and bring that to you. So, it needs the file path to operate. Right? So, that is why always save your chart as .twbx. Clear? Clear? Yes? Great. So, go ahead and save as .twbx every time. Now, we are close to the break timing, everyone. So, today we have went through only technical practices and a few concepts about date as continuous and discrete dimensions, measures, right? Let's go ahead and add a new sheet as usual. Look here, you can add a sheet from wherever you want. So, before the break, we have understood about date as continuous and discrete variable. All right, we have also seen that how does Tableau decide which chart needs to be created. We have also learned about custom labels and the trend line. Now, we will add a new sheet, everyone, and in this new sheet here, we are going to talk about geographical maps. How to create maps. So, what we have seen so far? How to create a simple bar chart, right? Between one dimension and one measure. Then we have seen how does the date behave with measures, date and measures. Now, third type of chart here, geographical maps. We have also yesterday already seen a pie chart. Now, the fourth type of basic chart here, that is geographical maps. To create the map here, we will go ahead and so far we have not taken any help of Show Me, all right? So we'll go ahead and this time we'll take the help of show me drop down. However, when you open up show me drop down you'll realize that no matter how you how much ever you click on it it your chart doesn't appear here. Is your chart does your chart appear here if you click anything here? No, because Tableau is intelligent in that part. Tableau knows that unless you don't have correct number of dimensions and measures a particular chart should not be prepared. So let's go ahead and see how do we create a map everyone. So we can go ahead. Yes, correct Gauri. So here we go ahead everyone and if you go to Power BI click view you click on any chart the chart appears on the canvas. Okay, and whatever you add inside this it will give you some type of chart. Tableau doesn't do that. That's the difference. Now we want to create data set here. So let's see within the maps here we want to see state and sales, right? We want to see sales by states. Since you want to see sales by states here go ahead and bring a state a scroll down and find a state. And double click on a state, everyone. Go ahead and double click on a state, everyone. When you double click on a state, where does it gets added? And what do you see on canvas? Whatever you see, try to explain in words. Inside the marks card, which card it is getting added? Detail card, very good. Yes. So, when you double click here, all right, observe the icon in front of a state. When you double click, observe the icon in front of it. Right. This is details card. And yes, absolutely right. In the column and rows, latitude and longitude is added automatically. Have you added these by yourself? No. These are automatically generated ones, and as soon as you bring any geographical data type into the canvas, it automatically gets added each. Correct. Now, what is on the canvas, everyone? What do you see on the canvas right now? You see an entire world map. A grayed out map. Yes. So, right now, I want you to go to show me here and there are two type of maps. One is a bubble map, another is called as a shape map. So, go ahead and bring the second map here. So, go to show me and select second map everyone, shape map. Shape map means inside the border of the states and the country will fill the colors. So, go ahead and click on the shape map. Do you see the map here appearing? Do you see the map appearing after clicking on here? No. So, how about Uh yes, filled map. Filled map, I don't know. So, let's go ahead and bring let's go ahead and bring sales into color everyone. Let's see if that make it appear. Bring sales into color card. Because it should fill the color as per sales, right? So, bring sales into the color card. Is color appearing now on your screen? So, let's go ahead and switch off the show me and you will see the reason why. No worries. Bring sales into the color card and then simply collapse the show me here and you'll understand the reason why. Because the moment you collapse show me here, you will see there is a legend, but it also says 59 unknown on the right hand bottom corner of your canvas. And when you hover the cursor over 59 unknown, it says that there are 59 unknown locations where it cannot identify. It cannot identify the geographic locations. So, if your spelling is correct, it can identify properly just by looking at the name of the state and even the street name. Then what happened? So, go ahead where you see 59 unknown, 48 unknown, 41 unknown, whatever you see here, please or 10 unknown, all right, please go ahead and click on that. Go ahead and click on that error that we're getting. When you click on that error, all right, we see three options. We'll go ahead and we select edit locations. Go ahead and click on edit locations, everyone. Click on edit locations, everyone. Yes, very good, Vinay. Let me also take everyone else till here. So, everyone, let's click on edit locations. Now, when you click on edit locations here, do you see it says unrecognized unrecognized here? Are you here in this dialog box, everyone? Now, why is it not able to recognize these states here? Because by default, it is picking up the system country or region. If your system country or region here, okay, is other than what is inside the data set, uh will not be able to recognize these state names inside the country. So, we need to go ahead and change this. Now, we cannot change it to one single country. What if data contains multiple countries? So, we go to the drop-down here and we say that go ahead and select from the field country or region. Uh Surya, on the right-hand bottom corner, do you see uh 59 unknown is written? Right-hand bottom corner, 59 unknown or 10 unknown. Now, once you're inside this dialog box edit location, go to the India drop-down. Go to from field. And immediately your state and provinces will be here. After selecting this here, now it will have absolutely no error. Everything will be matching the location. So, after country or region, click okay and tell me do you see the uh what changes do you see on your chart? What changes do we see here? A state-wise sales is there. Within a state border, different different color shades are there. Yes. Is everyone able to follow along? Are we out of this edit location dialog box? Is everyone able to follow along here? Surya, we go to the drop-down here. Currently, it is India in my case. So, you can go to the drop-down of the country region and select from field. That's it. So, whatever column we have here named country here, it will take it from there. So, we go to the drop down here from field here and we click okay. When we click okay, you should be able to see this here. If Surya, you cannot see a map here. First, it took some time, all right, and second here is that we have to actually view and see the different colors. And compare What if someone is color blind or not very good with colors or understanding of different shades? It is going to be very difficult for them to find out. So, how about we go ahead and write the names? Second is Yes, correct that much. Okay, so we have California, we have got New York, we have got Texas, we have got Washington here. These looks like top four, but it is not very easy to understand the difference of color shades. So, let's write the labels here. To write the labels here, pick up a state, drop it into label, pick up sales again and drop it into label. So, from the data pane, first to bring a state. Now, the state names are written. Now, bring sales and the sales is written. Go ahead and do that. Pick up a state, drop it into the labels. Then, pick up sales, drop it into the labels. Now, tell me one thing. Why is the the Y W is not writing name of every state? Why is it writing name and sales number of only few states? Absolutely right, because the space is not there. Okay, if we had more space, it will write the names here. However, we can also go ahead and format the font style and font size here. Uh so that it can have few more names properly written here. So first please confirm. I hope everyone is able to drag and drop and see both the numbers and name of the states here. So please pick up sales and put inside the color card, please. Right? So it will go ahead and format conditionally format it. Yes, that's what I'm asking you here. So Jyotika, see, by mistake you have added sales into the details card. Do you see the last one, Jyotika? Sales show you this here. Do you see the sales here? By mistake is added into details card. Do you see the icon? Okay, you can move this into the color card. And also, Jyotika, can you please click on this pin here? This is a reset pin, so that you will not be this zoomed out. You will be able to see it properly, the map. So go ahead and uh this pin with the cross sign, right? This will reset it. So can you please click on that? Great. Yeah. All right, we are going back right now. Now, Karthik, not able to see name. Right. So, Karthik, if you're not able to see name here, what you will do if you're not able to see name? So, you pick up the sales, I pick up the state here again. Put it into the label card. You pick up the sales, put it into the label card. Drag and drop, okay? So, let's go ahead and edit this out, everyone. We go to the labels here. Uh Vinay, you have put a state into the color card. Right? Doesn't make sense at all. These colors, do they represent any information? Absolutely not. So, we keep sales into the color card, so our map is conditionally formatted. All right, everyone. So, we go to the labels card here. In the labels card here, this is font and style. So, you go to the drop down here. See, this is label. This is label appearance. We have font, we have a drop down. In this drop down here, you can select the uh font style, you can select the font size right here. The smallest font size you can have here is eight. So, go to the labels card, everyone. Find the font drop down. Uh change the font style and the font size as per your preference. Uh Manav, do you see the labels card? Right? I'm sure by now you have added a state and country state and sales inside it. Inside the labels card, you have dragged and dropped, correct? Now, you go to the labels card. Do you see this is a font text and font font is there? You go to the font drop down here. Once you go to the font drop down, it is uh self-explanatory that you can go to the drop down here and change the font of style. Uh and you can go to the drop down here, you can change the font size. I hope you guys are able to follow along, too. Once you are done, and you can see the changes here. So, let's go ahead and add another sheet. So, this was the map sales by state. California is the highest. And currently, we have conditionally formatted the map. So, color is representing how uh representing the magnitude of sales value. So, let's go ahead and add a new sheet, everyone. You all know by now how to add the sheet here. And here, we are going to look at sales and profit by city. Okay? Now, I want you to pay attention here to what I'm saying. When we went to edit location, everyone, and we have selected uh from the field or uh country from the column country here, what it did here is simply added this country inside the details card. Have you observed that? It has simply went ahead and added country inside the details card. That's how Show Me is working. So, this time, we will create the map by ourselves. We don't need Show Me here anymore. We go ahead create the map by ourselves. To create the map by ourselves here, a step number one. We want city-wise, but it will not read the city unless it has country and a state name with it. So, bring country into the details card. Then bring a state into the details card. And tell me what do you see on the canvas? Observe properly and make sure your show me is collapsed, okay? Collapse show me. In a new sheet, got it. We are a new sheet. I have pasted the name of the sheet here. In the new sheet. Very good, bubble appears. So, bring country into the details card. Then bring a state into the details card. What these bubbles are representing everyone? What these bubbles are representing? Which detail about the state? Name of the state? Which detail about the state? Can you read the name on the chart right now? Just by looking at the chart, do you see the name? Not on the tool tip, Akash. When you look at the chart as an end user, you're looking at it. Do you see the name appearing right on top of chart? Do you see all these straight names right away? Are these bubbles representing the names? No. These bubbles are representing position. Position. Of each state on the map. And these states which are mentioned inside of our data set. So, these bubbles currently are simply showing the position of each state. Position of each state on world map. That's why we see only a portion of map here because only these states are present. Are we clear how does this marks card works? Yes. Great. Now, we wanted to go ahead and see sales and profit both, right? We want to go ahead and add now sales and profit both here. Now, if you remember day one, how did we define the data visualization everyone? Data visualization is the representation of numbers via visual indicators. We have already used one visual indicator that is position of the bubbles. How many visual indicators are left right now that we can use to represent sales and profit numbers? Visual indicators everyone. On this particular map, bubble map, which individual indicators are remaining that can be utilized to represent sales and profit values? It's not that high end. Let me show you. Yes, very good, Gitanjali. Very good, Gitanjali. Size of the bubble can be utilized and color of the bubble can be utilized to display, or in other words, represent any number that we want. Represent any numerical value that we want. Remember day one? We talked about this. That no matter what you create, you create a circle, you create a bar, you create a line, you can decide the position of the line, you can decide size of the line, size of the bubble, size of the bar, size of the color, and those size of the size or color of that particular shape represents some type of number. That's visual indicator. That's what we do here. So, we do have size and color. Right? Great. So, please tell me here how we should represent sales. By size of the bubble or by color of the bubble? How should we represent sales? Color or size? 50/50? You're going absolute 50-50 right now. Yes, what do you think? Okay. Any more answers? Go ahead, write your answer. Whatever you think is correct. How do we represent sales by a size of the bubble or the color of the bubble? All right. So, let's say, okay, just for the sake because answers are it's still 60-40 only. So, let me clear clarify. If we go ahead and represent sales by color, it means the profit should be represented by size of the circle, right? Now, when we say profit column, are you having only profit in every transaction or every state? Is it possible? We'll have losses also. Meaning, we'll have positive and negative values both. So, tell me here, can you create a circle with a negative radius or a diameter? Can you create a circle with a negative radius? No. So, whenever we have positive and negative values both, we represent it by color. So, the profit goes by color. Since sales is always positive, right? Sales is always positive. Revenue uh sales is positive, weight is positive, quantity is positive. These can be represented by size of the shape. Clear? That's how you decide. And these are visual indicators. We don't check, we see Kavita. And these are You have only three indicators. Okay? Shape. Position of the shape, size of the shape, color of the shape. That's it. So, let's go ahead and uh use it accordingly. So, we'll go ahead and bring profit to the color and sales to the size card. So, there is a size card, everyone. Go ahead and utilize both. So, go ahead and bring sales into the size card and profit into the color card. Once you bring sales into the size card, you see the circles are vanishing from the map. Yes? Now, go ahead and bring profit into the color card. Now, you'll find few circles are absolutely completely vanished from your map. Yes? Why do you think that is happening? First, there were uh circles all over the state. Now, there is absolutely no circles in Canada, no circles we see in uh US, also. Why do you think it is like that? So, everyone, look at the legend. We always look at the legend. If you look at the legend here, you'll realize that it is using a very lighter shade of orange to show negative values. A darker shade of profit to blue color. However, when the sales is is near to zero, it is gray in color. When the sales is near to zero, it is gray in Sorry, profit is near to zero, it is gray in color. And background is also gray. So, because of that here, because of very low profit and the gray color matching, we are not able to see the circles at all. So, let's go ahead and do a little bit of formatting to view the circles, everyone. For the formatting part here, first formatting that we do here, as we increase the size of the bubbles. So, go to the size card and increase the size only a little only by a little bit, not much. Okay? Increase the size by a little bit. We are doing that, Kavita. We are moving ahead. So, here, we have increased the size, everyone. Now, we will set the colors properly first. Because see the orange color that they are using is not much darker. That's why the circles are vanishing. And so, please go to the color card here. Click on the color card. In the color card, the first thing that we do here is we switch off halo. Halo is the shaded outline, shaded outline. So, we go ahead and we switch off halo. We select none in at the halo here. So, the outline is clearer. So, go to the color card and switch off halo, everyone. We'll have a better And within the border here, you can select any kind of darker shade of border, okay? Any darker shade of border. Because when you select any darker shade of border, a slightly darker shade of border, the vanished circle in gray will immediately you can see, right there. So, once the borders are done, now we click on edit colors. Once the borders are done, now we click on edit colors. Now everyone, when I click on edit colors, my dialog box is different because I have one version older than what you have. So, when I click on edit colors, it is going to look a little bit different, but the options are going to remain same because only the interface has been changed, okay? Now, in this interface here, I want you all to go ahead and find out the check box on the left-hand bottom corner called as useful color range, and you can click on apply. I'm not going to change the color palette. I'm keeping it automatic. If you wish, you can change any diverging palette here, okay? Only select any diverging palette here. Now, why I'm sticking to orange and blue diverging, everyone? I'm sticking to only orange and blue diverging here because this is color blind friendly. Red, green, and others are not color blind friendly, okay? So, for the teaching purposes, I'll just stay here. However, you all should go ahead and check on useful color range, and immediately you will see better color appearing here. Once you're able to do these changes, let me know. In your case, there is no okay button. You have to simply cross it off. Once you have made the changes, everyone, you have to cross off that uh dialog box. There is no okay button. Now, do you remember uh we have uh we wanted to see sales and profit by city? Right? So, we don't have city. We have not added city yet. So, once you have added the color and you don't need any help, move forward and uh scroll up, everyone. All right, uh scroll up. And bring city into the details card. So, drag and drop city into the details card, everyone. And look at your map. So, what are we doing here? Okay, I hope everyone is able to edit the color card. Now, bring city into the details card and tell me, is this map correct? Why do you think this map is not correct? Why do you think this map is not correct? Now, each bubble each bubble is representing the city. Okay? Right. So, unfortunately, this map is absolutely correct. Okay, why do we assume uh immediately that this is not correct? Because it is showing a really bad data. Let's try and read this map. How to read this map? It is very important to understand. Correct? It has too much data. Okay, but when we have too much data, that's why we are showing it on a geographical scale, so that we can see a pattern here, right? Now, let's find out a pattern here. First pattern that you must be looking at, that are we able to do good sales? Yes, because the size of the circles are are larger. Meaning in these states, there are few cities where we are able to do good sales. The only problem is even if we are doing good sales here, we are still having higher losses. Can you observe that now? The size of the circles or bubbles are bigger means we are able to do the sales. However, these sales are in darker orange shade, meaning we are having major losses there. Most of what another pattern here is we are mostly covering the cities in the coastal areas. Have you noticed that? The city coverage that we are happening is only among the coastal regions. You're not able to do it in other outside the coastal regions. We don't have a reach. Very good reach here. So, unfortunately, this is the correct representation of our data set. So, can you tell me is the superstore doing good business? Are they doing good? And remember this data is from past 4 years. What do you think? Are they doing good? From the business point of view. Yes, yes, certainly. >> Better. >> Correct. So, they have almost we don't know how they were started, what was 2021 was there, but in last 4 years, they are not able to capture a lot of market. They are mostly able to capture the coastal areas only. Here. And with good sales, they still don't have much access to the profit here. It is important to understand what you're creating. That's why I'm discussing how to read the chart. Are we clear how the chart is here? And how to read this chart, what kind of pattern it is showing you. Uh Kavita, you are supposed to add a profit into the color card. Can you please observe here that in front of profit, do you have the color icon? Inside the marks card, all right, profit should be added into the color card. And plus, when you go to edit colors here, we are in orange blue divergent. You have to check on use full color range also. And make sure it is orange blue diverging or any different colors there, okay? All right, great. Thank you. All right, everyone. So, right now, please go ahead to map drop-down. So, there is a map a menu drop-down here on the left and upper corner. Go there, everyone. And this is where your edit location resides. If you want to edit it back again, you can do it from here. And then you have background map. By default, the background map that we see here, grayed out map here, this is the light map. Other maps that you see here are normal, dark, a street, outdoors, and more. Go ahead and explore them one by one, okay? So, go to the background maps, everyone. And the by default, it is light. Then go ahead and click on normal one. That's the normal map. What's the difference here? It is showing water bodies perfectly and even inside uh you will find it. Even inside the states if you will see, you will find it there. Now after map here, you have dark map. It looks fascinating, but if you want to add this into the dashboard, every map or every chart you select need to have a dark background. Okay? Then we have a streets map. A street map is a very popular map in Tableau because this is street map here can actually go ahead and show you each and every street. It is used a lot to with the construction companies, private construction companies mostly abroad of course. They use this a lot to figure out uh the uh uh green uh okay, where the green trees is, where the water bodies are and uh it also shows the geographical data set. Right? So, for example here in the street view everyone Okay, why it is called as a street view? Because you can actually see the street names. This is currently showing uh the NH5 for example. The more we zoom in All right. So, there is a plus button here. You can keep zooming in from here. And you can see that it is showing the individual street. If there are buildings, it will even show the buildings. Okay? So, now it is up to uh if you have that much data, right? Uh so, you can uh of course go ahead and keep uh and create a simple map to see here each street, a small garden, uh each trees, everything is here. The more I zoom in, right? The more we zoom in, the more names we see and even the building numbers will be visible, too. Even the building numbers are visible, too. It is quite detailed. Now, how do you go back? Once you're zoomed in, just click on here. Yes, outline view is more detailed than the street view. Correct. And satellite as we use a lot. Hi, Kavita. Uh as we have discussed before, profit goes into color, sales goes into size. And how do we get our map back, everyone? So, there is one pin here with a cross sign. This spinner with a cross sign appears here, also. It's a reset button. When you click on it, it zooms out and reset it back to the default. Right? So, once you have uh seen all the different versions here, you can go back to none. So, this is the satellite view. And then we have here none. When you click on none here, you'll realize that latitude and longitude are on the X and Y axis. And based on the actual geographical position, they are simply placed on a X and Y axis and given a certain shape. Okay? That's it. That's what we are doing here. All right. Always go back to light or normal or whatever you you Come back to normal and when we are back here back here you have reset your map, do let me know. Once you will let me know you're ready, we'll add a dashboard now. So let's go ahead and add the sheet everyone. Kavita, are we doing good? Have you added it properly? Now do you have the chart ready, Kavita? Uh Prachi, control S doesn't work. Control S saves it to uh what do you say? Tableau public server, right? So you have to create your account there. So better is go to file and click on save. You can see it does not give it any shortcut key to it. Okay? So go ahead and click on save. Right. So everyone, let's add a dashboard here. How to add a dashboard? You can go ahead and click on the second plus sign after the sheet. Or of course we have the drop down here. We can go to the drop down here and select new dashboard. Her sheet was profit trend. Kavita, I have not done anything. Everything is in front of you. We are adding a new dashboard. Okay, so we go to the drop down here and we click on new dashboard here. Or we can click on here and then new dashboard is added. Now you can work along with this. And then which sales by category, then trend, then profit trend, then map, then sales and profit by city. Okay, great. So I hope everyone has added the dashboard. Now, another interface everyone, absolutely different interface here. So, let's understand the interface first. So, in this interface here, you can clearly see right now that we have dashboard. Right? Under the dashboard here, this is size of the dashboard and here we have all these sheets listed out here with the objects that we can add inside a dashboard. However, have you observed that this entire area is grayed out and only this small area is white in color? Yes. Now, remember that whenever the dashboards are created, they are shared across multiple people, multiple employees. And though these dashboards are not only viewed on the projected space, they will be looking at their laptop. They may be might be looking at their tabs or maybe they are looking at their mobile applications. So, every device will have a different size of the screen. Even laptops will have a different size sizes of the screen. So, right now, as you can see here in the size, this is fixed. So, if you select a fixed size here and the screen size is a smaller, okay, they will they have to drag, drop and find out how big is your dashboard. Or if the size is too big, they are projecting on the screen, you have kept a smaller size of the dashboard, it will look quite a small there. And they have to zoom in and out. So, what we do? We go to the size drop-down. In the size drop-down, there is a range. Instead of range here, you go to the range drop-down and we select automatic size. What is automatic size? Automatic size is once you right now, it will be sized as per your laptop screen. When it is shared across, all right, it will automatically expand and collapse itself based on size of any device it is displayed on. So we go ahead and we select the size automatic everyone. Once you select the size automatic, do you see the gray colored part is gone? And when you select automatic, it writes in a small tool tip. Yes. And Kavita, not just three, all right, there is a small scroll bar. You can just scroll below and you will find it like this. You can scroll up and down and there are more. Okay? Anyone who is facing that issue? You have all everything mentioned there, all the sheets, but there might be a scroll bar there. Okay? All right. Now we will Now before I go ahead and tell you what is a dashboard everyone? What is a dashboard? What is a dashboard? A simple answer. Collection of worksheets. Anyone else? >> Charts shown on one single space. Representing data summary of multiple reports, yes. Visual display of important information, right. So, basically, what is a dashboard, everyone? Dashboard is a collection of charts and charts and tables and visualizations that represent one single objective. Right? A very simple one. So, we have a collection of charts and tables and visualization that represent or solve one problem or represent one single objective. So, for example, objective is right now we are analyzing the sales and profit of uh superstore. Right? So, go ahead and there are many ways to add the sheet here. For now, please double click on sales by category, the first bar chart that we created. So, go ahead and double click here, everyone. Double click on sales by category. Is this the output you were looking for? Double click. Is this the dashboard output you were looking for? No. We usually go ahead and we don't expect that that it takes over the entire space. Kavita, if you have will give the name, name will appear. If you'll not give the name, name will not appear. Okay? You should have named it here. If you would have named it it here, it will appear here. The same name will appear here as a list. So, this is not what we were expecting, right? All right. So, go ahead and now everyone, double-click on the third chart, profit trend. Go ahead and double-click on the third chart, profit trend. Kavita, there is a See, what you have is correct only. Okay? You have to just double-click and rename the sheet. However, I'm talking about sheet 1 2 3. So, right now, let's focus on dashboard creation and later on, I will tell you how to rename an individual sheet, okay? So, go to the third line chart here. Kavita, other sheets are there, okay? You need to use the scroll-down button. There is a thick scroll-down button here. Please use that. If you're not able to see or navigate uh through the scroll bar, just share the screenshot. I will point it out for you where the scroll thick scroll bar button is there and you can simply scroll-down and see the other sheets, okay? If you're not able to find that a scroll bar that I'm talking about, please go ahead and share the screenshot. I will help you out with that, okay? All right. Everyone else, double-click on profit trend and what do you see on the screen now? So, when you double-clicked here, what happened? The moment you double-clicked here, it has automatically taken the another space. Automatically taken another space, right? So, how is it working here? If you added one chart, so it was showing you one chart. Now, you have added another chart, it is automatically taking another chart here. So, this is one way is to double-click on it and add it on the dashboard. What is the other way here? Other way is drag and drop. Now, I want everybody's attention on the screen, okay? Let me show you how drag and drop works. So, I'm picking up map here, the fourth chart, and I'm going to drag and drop and observe everyone. When I drag and drop, do you see a gray-colored area appearing here? Remember, I'm left-click and holding on to the left click here. Do you see a gray color? This gray-colored shadow is indicating the potential place of dropping that map. So, when I'm dragging and dropping the map, this gray-colored area is the potential space. If I leave the left click, it will place it the map there. For the second map, I place it on the fourth quadrant of the screen. So, if I drag and drop, right? I We should be able to see the shadow. So, left click hold and see the shadow. Go ahead drag and drop everyone. Go ahead drag and drop both the maps. Kavita, are you able to find the list of maps here by a simple scroller here? Because you have not shared a screenshot in the chat yet. So I'm not sure what difficulty you're facing now. Are you able to find all the chat listed around here? By a simple scroll bar. Uh Kavita, if you're still facing difficulty, please just wait for 5 more minutes before uh we conclude the session. After concluding the session, I will help you out, okay? Uh Gauri, uh have you changed the size to automatic? So there is a size drop down above the sheets. Have you changed that to automatic? Change that to automatic, it will pick up your entire laptop screen. So go to the drop down, go to the range drop down, and select automatic. All right. Okay, everyone. So now once you have this here, how many of you have this dashboard here, everyone? >> Only three? What about others? Do we have the dashboard, everyone? Meaning, do you Have you added all the four charts? Observe on the right-hand side. Observe on the right-hand side. All the legends are here? All the legends are here? Added separately? Yes? Now, let's talk about for For now, let's talk about only these charts. Currently, what we have in front of us, it's a static dashboard. What is meant by static dashboard? A stationary dashboard. These charts currently are not changing themselves or filtering themselves out based on a selection. What do I mean here? What does that I mean here? What do I mean by that? For example, if I select technology, it should other charts automatically should show trend as per technology, where we have sold out sales as per technology, and sales and profit by technology only. Right? This is called as interaction or action. Meaning, one chart should act as a filter or a slicer for all the other charts. This will go ahead This will go ahead and help us in understanding more and deep dive into the analysis, too. So, let's go ahead and make this bar chart as a filter. Use this as a filter for the other three charts, okay? So, here, select your sales by category chart everyone. Just click on the white space. Go ahead and click on the white space, please. The moment you click on the white space here, a gray colored box appears. A gray colored box is appearing here. Yes? When you see a gray colored box appearing here, on the right-hand side, there is a cross sign and a filter sign. This filter is currently gray, right? When you hover the cursor over there, it says use as filter. When you find this filter icon here, go ahead and click on it. Go ahead and click on it. As soon as we click on this filter everyone, it turns white in color. Have you clicked on this filter icon of the sales by category chart? Now go ahead and click on technology and tell me which particular state we are able to sell technology highest. In which state we have sold out technology highest? Highest sales. Are you sure it's uh California? It's the darkest in color. What about office supplies, everyone? What about office supplies? Same. All right. Now, tell me one thing about furniture. Is furniture always profitable for us? Is furniture always profitable for us? For the superstore? How the profit is trending for furniture? Not always profitable. And we can see in most of the cities it is showing red. Plus uh the profit is just a stagnant. And it is a lot of fit it is in negative. You're right. And even though we are selling the higher, okay, the profit is still remains lowest. Correct. So, this is how we can go ahead and deep dive. And how do we get out of this here, uh the filtered view of dashboard? To get out of the filtered view of the dashboard, everyone, go ahead and press escape. There is an escape button on the keyboard, left and upper corner. Or you can simply click on a white space. Or you can click on the same bar again and it will come back. So, either you click on the same bar, or you click on the white space, or you press escape on the keyboard, and your filter data is gone. So, what we have learned So, let's conclude the session here today, everyone. Okay? So, what we have learned today, we went ahead and we have learned about multiple different type of basic charts here, bar chart, pie chart yesterday. Types of line charts, discrete line chart, continuous line charts. With that, we have also learned about customizing the labels and adding the trend line. Then we have seen how to add the maps properly, different type of maps and views. Uh shape map, color fill map, and the bubble map. And we have also revised how to use visual indicators. Then we went ahead and added edited the labels again. And we have seen now the dashboard. The dashboard we have learned about size, double click adds the dashboard right here. Now, when I will see you tomorrow, we will go ahead and first we will go ahead and talk about the legend here and this extra space. Why we should not have an empty space on a dashboard? Right? And this is here belongs to which chart? How the end user will know? So, we'll go ahead and place the legends properly. After tomorrow placing the legends properly here, we'll go ahead and add a storyboard. A storyboard is essentially a PowerPoint. Yes? So, this uh and So, tomorrow first we'll go ahead and see this and then we go ahead and start about data import. Okay? And how to work with multiple files because so far we have working with one CSV or one Excel, right? We'll go ahead and learn about multiple files. Basically, we will learn about data preparation. Okay? So, this is what we will go ahead and I start from tomorrow. Now, before you go ahead, I would like to remind you one thing here, very, very important part here, everyone. Please remember whatever I will place, right? Whatever we have done, I will go ahead and upload that in session materials. And now I'm you know will upload this .twbx file into zip because it doesn't uh take any other format. Other than that, I'm going to go ahead and paste a lot of links here, okay, which are very, very important for you to pre-read. I've already added these links, okay, uh yesterday also. Uh for day one also. Please read that. Okay? These are the pre-read materials. These are the reading materials, everyone. Very, very important. This holds the entire concept on uh entire concept of Tableau and how it works at the back end. Once you understand that, it will be very easy for you to adapt to it. Let's set the agenda for today. So, today we will move forward and we reopen the file. So, how to reopen the uh previous old file? Oh, after opening up that file here, we will go ahead and learn more about the dashboard. Dashboard design. Then we will go ahead and create a storyboard. A storyboard is essentially like a PowerPoint within Tableau. After this, we are going to talk talk about how to deal with multiple files. So, what if one Excel has multiple sheets or you have multiple Excel or multiple CSV files? How we are going to deal with this here? So, when you want to deal with multiple files here, there are majorly three ways to do it. Either we go ahead and merge them together, so we will talk about joins. Or we can simply go ahead and relate them together. So, we are going to talk about relationship and cardinality. Or we simply want to append them together with each other, right? So, we'll go go ahead and talk about union. If you don't understand what these things are, so first we'll of course go through the concept and then we will go ahead with the hands-on practice. There is one more way to deal with multiple files coming from different data sources coming from different data sources, which is very unique to Tableau and that is called as data blending. That is called as data blending. We will see that, too. After learning about these here, we will also go ahead and learn about data modeling. What data modeling is and because data modeling consists everything. So, how to create a data model, how does it look like? So, we'll go through the concepts first. After concept, we'll go through the hands-on practice. This is going to be today's agenda. So, first off, let's go ahead and see how to reopen your original file. So, go ahead and click on the tile that you have already existing here. So, double-click and open your Tableau application and simply click on the first tile that you see. You okay? If you have worked simply, the it will be written day two file. And you simply click on that and the file will open up. Yes, I would like to remind you, okay, whatever we have already covered, you are going to do those steps with me. Whatever is you are looking at the first time, you will see and observe and then I will repeat it again and you can go ahead and follow along with me then. So, every new thing will be first see and observe. Everything we have done so far, you can follow along with me for that. So, let's begin. First of, this is our dashboard, right? In this dashboard, everything that is placed here, any chart that has been placed here, have you observed that there is no boundary to that? If you have ever worked with Excel or Power BI, there is always a boundary given to a chart. Here, there is no boundary to a chart. Okay, this So, when we try if you will go ahead and try to keep these legends anywhere, we'll have no idea where one chart ends and other chart begins. So, let's go ahead and format this chart here by giving borders and by correcting the head headers, too. Why? Because the chart titles are different. Do you see chart titles are different? So, we'll go ahead and make the chart title also look exactly similar, and we give border to the charts. Basic designing in within the dashboard. Now, to give borders to a chart here, we can give borders to each chart. We have to give borders to each chart separately. How to do that? For that, you can select your chart. For example, currently sales by category is selected. How do we know it is selected? Because once you click on it, a gray colored box appear appeared. This is your chart, and this is called as container. And this is the handle of the container right here. So, now we know this chart is selected. Once this chart is selected, click on the layout option right there. Here is the layout option just to us the left of the dashboard. We click on layout. Under the layout, in this layout here, you will scroll down, we scroll down here, and you will find border drop down. So, we'll go ahead, we scroll down a little bit, and once you scroll down, you find in Now, you go to the drop down here. You select any color of the border. So, basically it is the one straight line width of the border and color of the border. All of you can select. If you select select a color, it will select the default width and the default color. Okay? So, now one border is given. If I want to give border to another chart, I have to click on another chart, go back to layout again, go to the drop down again, and select the color again. And no, there is no way to do it together. So, go ahead and do this right now, everyone. So, what are we doing here? We are going to sales by category. Follow along. Click on sales by category. Observe the container is there. Then go to the layout. Go to the border drop down and select any color of your choice. Now, follow the same with other charts. Select a chart. Go to the drop down. Select the color. Select the chart again. Go to the border drop down. Select the color. Likewise, go ahead and give border to all the four charts right now. Okay? So, everyone go to dashboard and click on format. Uh Sani, I can see you have joined late because I have already shared this file in session materials yesterday and today in the chat also. All right, everyone. Do we have format dashboard in place of data and layout? In place of dashboard and layout pane, do we have format dashboard? In this format dashboard here, this is shading of and this is the dashboard title. We do not have a dashboard title yet. But, we do have worksheet titles. So, we'll focus on worksheet titles, everyone. Here is the worksheet titles. So, how do we work with worksheet titles here? We have a font to drop down. So, we can go to font drop down and select the type of font we are looking for. And the font size that looks correct. Uh the font color, if you want to change, you can change that, too. So, go to the font to drop down here. You can also give a background shading. Observe one thing in Tableau. When you are trying to give the background shading, Tableau understands it goes on the background. So, the mostly colors it gives here are lighter in shade. So, focus on the worksheet titles, everyone. Under the format dashboard. Do font settings and shadings. I was below. We are done with that downloading that. Sumanjula, you are simply uh are not able to view the border here. Press escape, and you'll be able to see the border. Okay? Because uh I think you played around a little bit there. And uh have you uh made the inner padding and outer padding zero? The settings in the borders There are more settings when you scroll down. Because in your case I can clearly see that you do not have any space between the charts. Zero space between the charts. So maybe that's a default setting, right? Because of that zero space you're not able to see the borders. Otherwise borders are there. When you will see it in the presentation view it will be there. All right. So Manjula, can you move forward with the format dashboard and once you're done please let me know. Format your titles here. All right. Are we done? Have you done with Are we done with the chart title everyone? This chart title here. Great. Now there is no okay button here. So to move let's go ahead and cross it off so that we can have our data and analytics pane back. Let's cross it off here. Very good. Now we have done the basic designing here, meaning giving the border, properly writing the title here. Only title that you will not be able to change here will be the one that you have typed in by yourself. If your title is coming directly from the name of the sheet, okay, it can be controlled from the dashboard and format. But if you're typing that particular title, okay, and deciding the font size beforehand, it is not the default font size, then it will not be controlled by the dashboard formatting. So, most of the time, the title is only utilized when it is required. Now, let's talk about the legend here. So, all these are legends, okay? Legends are showing us what size and color represents which value. Now, in this here, we have a is a white space right now. Yes? Uh Prachi, when we were in the dashboard format, there was option of shading below the worksheet titles. So, from here, you can give any color. All right. Great. Okay, everyone. So, we are back to the dashboard pane here, and we are talking about this. Now, why these legends these legends here, if I try to place them, if for example, I pick up sales, where does the sales legend belong to, everyone? Which chart does it belong to? Which chart does the sales legend belong to? This sales by states map. Now, I I you to see and observe. I only want you to see and observe everyone. If I try to pick up this here and if I go ahead and pick up this here, right? What happens? It is taking up a space. Do you see the gray area? Right? It is taking up a space right now, a lot of a space here. We don't want it to take a space. We want it to overlap on top of this chart here. Right? So, right now they are all have fixed size and fixed place. So, go ahead and click on the sales here everyone. Go to the drop down here and make it float. Make it float. Jyotika, absolutely not. It is The concept of dashboard is same, but the technically it is different. Right? So, concept of dashboard is same, but technically it will be different. It doesn't have a slicer. In Excel, it charts don't interact with each other. They only interact with slicer. Likewise. As soon as you click on floating, observe and let me know what happens as soon as you click on floating. So, select the sales legend, go to the drop down, more options, and click on floating. When you clicked on floating, what changes do you see? Able to move it? What about others? Are you able to find floating? Surya, do you have a sales legend here on the right hand upper corner of the screen? Say Surya and Manav. So, select that. You have to click on that. Once you click on that, there will be a drop down. Right? If you go to the drop down, you will go ahead and find floating. Click on floating. Are we good now? Have you found it now? When I click on floating here, you will find that now if you can hold the sales here with the handle here, the briefcase handle here, and you can place it wherever you want. Okay? You can place it wherever you want. Go ahead and place this, everyone. Uh with the state sales by state maps. Are we able to do that, Surya and Manav, now? Okay? How did you pick it up? You pick it up with the handle. Very good. Now, coming back to the second legend here, everyone. Let's come back to the second legend here. Just tell me which chart does it belong to? Which uh So, this particular legend is telling us the size of the circle, right? That which size of the circle depicts how much sales? So, it belongs to this here map here. But, tell me one thing. Is it use Is it the Is it a useful legend? Can you compare the size of a circle and figure out what is the sales here? Is it useful? No. So, we remove it. Go ahead and remove it. How do you remove it? There is a cross sign here. So, you click on the sales and there's a cross sign. You simply cross it off. It will be removed. Yes, it's not useful. So, we remove it. So, select this and remove. Removed, everyone? I'll wait. Come back to the screen. All right, I'll also remove it from here. Now, next here is profit. Now, profit we know it belongs to the sales and profit right there. So, we will select this profit here. We go to the drop down and we float. And we place it near the sales and profit by city. So, select drop down float. As soon as you keep uh make this profit float, is the white space removed right now? >> Because we discussed first our C S Anand and then we removed it because we cannot go ahead and compare the size of a circle to that particular legend that we deleted and figure out how much sales was that. It was not useful at all. That's why. Right. All right, everyone. So, I'll also go to the drop down here and we click on format. Sorry, we click on floating here and I will drag and drop it right there. Now, my question about the white space is this one. Is this white space usable? Is this white space is used by your charts or is it empty? In your case, box is occupied it. That's very good, Kavita. For those, okay, whose this particular place is still empty, go ahead and click on the white space. Let's understand why it is it's still empty even if we have removed all the legends. So, go ahead and click. Actually, that's what we are trying to understand. Just go ahead and click on the white space and tell me the color of the container. Tell the color of the container. Border, border. Container, the border. It's blue in color. Right? So, this blue colored container, these are of two types, everyone, horizontal and vertical. These container can have multiple objects inside it. When we say objects, it means chart, tables, or text card, images, or whatever you want to place inside it. In Tableau, you will find that all the charts are usually placed inside a huge container. So, all these four charts are also inside a huge container. Since by default Tableau doesn't give the border, we are not able to see that. But all these four charts, they were also inside a container. So, when you click on this white space, this was actually a container. Inside this container, all the legends were placed automatically. So, this container was here to hold all the legends one below the other. Now, we don't need this legend anymore. So, go ahead, click on the white space, and remove it here. Remove this container. Once you will remove this container, the all space occupied with this with this container will be used by the charts itself. So, go ahead and cross it off everyone. Now, if you want you can place your legends properly. Because now we have got much more space. Now, this is looking much cleaner and better. All right. So, this is how you do it. You just select it and you grab it and you move it. And make sure the gray color is on the right part. That's it. Okay? Go ahead and try it out. Otherwise, during the break, we can connect. Manjula, unfortunately, we cannot do that. So, if I increase or decrease the size of the chart, other chart will increase or decrease, too. For example, if I go ahead and I want to increase the size of a line chart, okay, I will select the line chart. I'll keep my cursor at the border of the chart here, and I start increasing it here. So, if I increase this one, this will get automatically decreased. Like this. So, this is how if one increases, that decreases. Just keep your cursor at the center, like this. All right. So, this is the dashboard, everyone. Any questions regarding the dashboard? Remember that we have learned very basics about the dashboard. When we come to the chapter of dashboard and the storyboard at the end, we will see everything inside it. Now, let's go ahead and add a storyboard, everyone. Remember we have not added all these charts in the dashboard here. So, we'll go ahead and we create a story out of it. To create a storyboard here, we can click on plus at a storyboard, or you can click on the plus icon at to the bottom, okay, with the icon of an open book. So, this is the newest story. Add a new story, everyone. Yes. Once you have a storyboard here, I hope everyone is able to find the storyboard here. It says a story one. This is a title. Here it is saying it's a caption. Uh Kavita, remember yesterday we have added sheets from this plus sign. And do you also have a plus sign at the end here? So, if you go to this plus sign, you have a new story. You click on new story. Or you click here at the last plus sign. That is also I will add a story. I hope everyone is able to add it now. And have attention on the screen. Yes, very good. Thank you. So, let's see here. Do you see here there's a gray space again? And this time there was scroll bar. Meaning this time that they have here, or the screen that they have added here right now, this is outside the scope of the laptop screen. So, first thing that we do here is let's go ahead and make the size automatic. So, if it is shown on a larger screen, the size will change, too. So, here inside this a story, observe that we have a story and layout. This is the new story point. And here we have all the sheets, and dashboard is also included here. This is a text card only, no other objects. And at the left and bottom corner here, we have the size of the story. So, let's change the size of the story here. So, we go to the drop down. We go to the fixed size here. And we select automatic. Same as before, we set it automatic, so that it is easy for us to design. So, this dash line here should be within your laptop screen. I'll go ahead and set the size automatic, too. Here we are. Now, let's understand this here. So, this says a sheet can be shown here, a dashboard can also be shown here. And here it says add a caption. I am sure most of you have seen the Microsoft PowerPoint or Google Slides or any other type of presentation software, right? In that presentation software, we also we always have a slide to show and the notes attached with it. So, this caption is kind of same. So, let's go ahead and see how we can add the sheet here. Now, remember there are multiple ways to add the sheet. We will do the very simple one here. And that is a double click. A simple double click. However, which sheet should be added first? Out of this here, which sheet should be added first and why? Can you tell me that? Remember this is a PowerPoint presentation. We are trying to go ahead and tell them how this business is performing in past four years. How are we going to present it as a story? So tell me what should be the first chart that we should show here. Okay, let's wait for others answer here. What do you think? Okay, what do you what do you think logically what we should do? Because we are about and remember we have to show them as a story. How will you start a story? All right. So let's understand here how to tell a story. Okay, you need to understand this how to tell a story. If you remember from the day one or day two also I've discussed that in a story what is important? How do we start a story everyone? How do we start a story? We always start with the problem statement. Yes, very good. We give it a background and we start with the problem statement, right? Now if you are trying to start with the problem statement, what should be the first thing that we should do here? We should tell them what's going on, right? So how do we tell them what's going on. So, first here is always a start with tell them what is going on currently, what has happened before. Right? So, we'll go ahead and we simply start here with trends. So, absolutely correct choice. Here we start with a small problem statement. First, present them what I'm going to talk about. Dashboard is a lot of information in one single sheet. Right? So, go ahead and double click on trend, everyone. Double click on trend. Now, when you are double clicking on trend here, okay? This is our first chart. We are talking about what is going on over the year, every year how we have performed. So, in the caption here we can uh this is our first chart, okay? We're going to talk about trend each year. So, likewise you can go ahead and add whatever caption you want here. Go ahead and add a caption, everyone. Double click on the trend sheet. We present the story in a way uh to let them know what we want to communicate, Sree Lakshmi. No, how they present the No, no, no. Presenter doesn't know what they want. Okay? For example, if you have a client, right? That client wants you to figure out that you have done the auditing and then auditing of their marketing campaign and you want to go ahead and suggest some additions or deletions from that. Okay? So, what do they want here is the solution from you. Or just wanted you want to see here that how what problem arrived, how did you solve it and what is the solution now and how much revenue that particular task has generated. Or how much cost that particular task has reduced now. So, you will be presenting a story about what data we want them to view and see. Right? So, first for example, now here we have shown them that this is the trend each year. Very good. Now, what is the next thing that we tell them? Now, we start talking about what happened from the start till the end. Right? So, first you have tell them each and every year of how how the sales were doing. Now, we show them how the profit was going on. First, let's let's show them profit. Okay, then we can talk about individual sales by category, sales by city, sales by state. So, let's go ahead and add another here. Now, to add another slide here, this is called How do we add another slide? Now, remember there are multiple ways to do it. Easiest way, double click on it. A simple double click. Go ahead and double click on that. And it will be added. Or you can drag and drop after it. Drag and drop after the caption. Towards the right of the caption. That also adds it. Okay? So, double click or drag and drop. It will add the caption right here. You'll have another caption right here. So, second here we are talking about profit over the time. So, we are talking about profit over the time. So, now we have talked about that this is how sales is doing, this is how how profit is doing. Add a caption everyone. It's okay, we'll wait. Of course, you open up with who you are, why are you here, and then you tell about the performance. When you talk about the performance, you are at profit over the time. Now, from here, we can go ahead and tell them how things are going on. How sales is going on across the state, how sales is going on across the category, and then we can take them to the dashboard. If you're worrying about the same chart is going to be displayed on the dashboard, it is not going to be the same chart. Because we it did there it is going to go ahead and you can create multiple views out of that. Okay? Each caption is each chart, Surya. So, each caption is uh each slide. So, you click on caption one, you see the slide one, you click on caption two, you see the slide two. So, let's add more captions here, everyone. So, go ahead and get sales by category. Double click on sales by category, that is going to be your third. Yes, exactly like the PowerPoint slide, Surya. And uh also go ahead and get the maps. Okay, maps was the uh sales by state. This is your fourth. So right now we are talking about that here this is a state-wise performance in sales. Here we are talking about category-wise performance in sales. Remember to add a caption here even if you're writing 1 2 3 4 that will also do. And after this now we show all of it together into the dashboard. Go ahead and double click add all of this into the dashboard. Jyotika Uh So when I started teaching you what do you think See when you go ahead and show dashboard it is a lot of information at once. You're throwing out a lot of information in the person's face. So when you show that many charts at once at their face they're actually stop listening to you. And they're only looking at the dashboard. And they're trying to make sense of what is going on. Why? Because you didn't started with the a simple information. You started with the giving a them a whole lot of information at once. So the first part of a storytelling is you start a small. You start with the problem statement first. Okay? Because when they are looking at the slide, right? And it comes from the presentation skills not the Tableau skills. It it is a presentation skills. You want them to listen to you first. And these slides or these charts that you're showing, right? That should support you. They should not be clutch you are holding on to. They should support your voice and what and your script. Right? So, you're narrating the story and the visuals at the back that are going on, they will simply support what you're trying to tell them. That is the correct way to represent. Have you ever seen the launch of the Apple mobiles? Do they have a lot going on at the back? Do much information at the back? No. All the features told by the person who is standing at the at the front and they explain the new features there. At the back end, there is only the logo going on and small videos going on. Have you ever seen seen that? Right? So, that's presentation. Double click. When everything is double click. Excuse me for that. Right. So, everyone, have you added this here? All the five are here, everyone? Now, they're exactly like the PowerPoint slide. You click on one caption and then that one caption appears. And we have a dashboard also. The best part about dashboard is all whatever interaction we have saved, that interaction will actually go exactly similar. And the diff What is the difference here? We cannot make any changes inside the storyboard. So, if I want to make changes on the worksheet, I cannot do that from the storyboard. However, in the dashboard, we can edit the individual charts also. Because we can give them individual borders, we can go ahead and change their chart title. We can even uh make sure the headers are not there, change colors. All right, we sort them out. So, all these changes can be done within the dashboard. But, in the storyboard, this is the final view. Right? Now, let's say you have placed these captions in this particular sequence, and now you want to change the sequence. So, maybe you want to show a state first and category later. How do you change the sequence here? You can simply pick up a caption box, select a caption box, and drag and drop. Do you see that? Select a caption box, and then drag and drop the caption box. If I am in editing mode, you can press escape from the editing mode, or click another one, and drag and drop, everyone. Are you able to drag and drop? Go ahead and try. Now, about these caption boxes here, right? If your captions are not very big, you can pick up any caption, and increase and decrease the caption box size. So, you can pick up a caption box, and you can increase and decrease the height of the box, or length of the box. Okay, so select a caption box, and try to change the length and width, and let me know whether are you able to do that? I'll wait for a few more responses here. Yes. Now, once that is done here, let's go ahead and see what we can do with the layout here about the captions. So, here is the layout, everyone. Go to the layout here. In the layout, we have navigator style. So, these caption boxes here are navigator style. What are the other options to navigate? We can go ahead and view the numbers or just the dots if you don't want them to know how many slides are there or simply number with the arrows. The best part here is even if you change these navigator styles, all right, number, dots, and arrows, the captions are still there. Whatever we have typed. Yes? I'll go back to caption boxes. I'm just showing you around here, right? But always go back to caption box right now. Are we good? I'll wait. Observe everything. Observe everything and go back. Layout tab. Is everyone able to find layout tab? There is only one option, navigator style, and nothing else. It's okay. I'll answer that, Manjula. Give me a moment. So, Manjula is asking here that how we can go ahead and change the font and style of the caption boxes, the fonts that we are writing here. For that, go to a story drop down. So, there is a story menu drop down here. In the story menu drop down, there is an option called as format. So, go ahead and open format. We go to the story drop down and we click on format, everyone. In the format here, you have default title, and here we have got navigator. So we'll focus on navigator here. Now I found the navigator here. You can go ahead and choose whatever font, font of style, and even the color that you're looking for. Once you're able to change the font of style and shading of the navigator, please let me know. Now uh usually the Now see the our data pane is the storyboard is gone. There is no okay button, so we cross it off from here everyone. So once you're done editing the navigator style here, go ahead and cross it off from here. Now why are we are creating dashboard and uh storyboard here? To share it with others. Or you're not only going to represent it, you have to also share it with others so that they can view whenever they want, they can track the data whenever they want. Since we're in Tableau Public, we cannot share it with others because it's a public available uh application right now. So we will go ahead and see the presentation. So how do we present it from the dashboard here? It is not like Excel that we have to go ahead and put it on a PowerPoint slide. We can simply go ahead and click on this TV icon. Do you see this TV icon here? The last icon everyone. Sahil, so this is your presentation mode. So go ahead and click on this TV icon everyone. This will take you to the presentation mode. >> Now, when you're in presentation mode here, everything looks See, everything looks proper here. I hope everyone is able to find that. You can go ahead and switch. This is your presentation mode. And if you will observe closely here at the left-hand bottom corner, you're going to find that all the sheets are present here. Do you see that? In your presentation mode, all the sheets and dashboards and stories are available. Yes. Great. So, I hope Saili got your answer now. All right, great. Okay, everyone. So, how do we get out of this? To get out of this here, okay, either you find Go to the right-hand bottom corner and click on this again. Or you go ahead and press the escape button. Or you go ahead and press the FN key function key F7. Okay? Function key F7. Any one of that and it will take you out of the presentation mode. So, try to click here. If you're not able to click here, it will show you the uh F7 key or simply escape. Right? So, the This is about So, this is about how to add a dashboard and story and the basic formatting of a dashboard and story. Okay? Great. So, go ahead, file and save your work. File and save your work. After saving your work, go to file again and close it. Best part about Tableau. Okay, you can simply go ahead and close this file, but your Tableau application will remain open. Right? So, go ahead, click on file, and then click on close, everyone. And the Tableau application will remain open. Only this particular Tableau workbook will be closed. So, please go ahead and close here. And you will be back right there. And you will see this says book two right now, or book three. File and close, okay? All right. Okay, everyone. So, we are going to move forward with data preparation in Tableau. Why do we need to prepare the data set? So far, we have only connected with one single files, like CSV. That was a one single file. Then we connected with only one single Excel table. So, how do we go ahead and deal with when we have multiple sheets in a table? Or maybe in a folder, we have a multiple CSV files here. Or maybe Excel is kept in a folder. So, if we have multiple data set, how do we go ahead and deal with it? So, whenever we have multiple tables here, everyone, there are few cases. Either we can go ahead and merge them into a one single table. So, let's say I have your data set. Okay, for example. So, you all are students right now. You all have student ID available from Simplilearn, everyone. Yes or no? Right? So, if I have a a student here, a student details. So, in this particular data set, I have a student ID and all the personal details, like your name, your contact, your address, about your education, and likewise. Write your email IDs and more. So, here I have all of your personal IDs, personal details. And this is our This is the table number one that we have the data that we have about you. So, this is table number one. Now, similarly, we have a table two. Okay? In the table two here, it also starts with a student ID. Table two here, it also starts with It starts with a student ID. But, now here it also goes ahead with program ID, which program do you signed for? Okay? And which course you're currently working with, how much is your attendance, and whether you have submitted the project or not, whether you have submitted the assessments or not. Okay? So, likewise, we have now uh the different type of details with you. Now, let's say LSM is starts here with uh to go ahead and call all the students, those who have completed the course, but have not submitted the project yet. So, they can check that in the table number two. Right? That whether the project is submitted or not. If the project is not submitted, what information do they have here? Only the student ID. So, they'll pick up these two list of a student IDs from here, those who have not submitted the project, then they have to go to table one and filter out all those student IDs and their names and contact. And then they will be able to go ahead and call them. Yes or no? So, likewise, let's say if there are There are 20 students who have not submitted the project, they need to go ahead and look at 20 students ID. Is it practical that they go to this entire table and try to filter out 20 names? Is it practical? Would you like to do that in a 50,000 rows? Find 20 names and filter them out manually. Not practical. Right? So, how about we go ahead and simply pick up the contact right here? E So, what about we go ahead and merge both the tables here? Maybe not all the columns, maybe only few columns. Because if we go ahead and merge the table together, of course the size will be huge. The student ID will repeat, but I have to simply go to project and filter out yes and no. And it I will have all the student IDs and their contact name, and we have to only remove the duplicates out of that. It still works. Much better than manually finding those 20 email IDs and 20 names and contact number. So, what we want to do is we want to simply go ahead and merge them together. If we merge them together and we create a huge one single table, right by table, then we can go ahead and work on it easily. So, in these type of cases here, we can go ahead and join them together, merge them together. Now, what are the other ways here? Other ways are uh what if the data is huge? You have got 10,000 You have got a million rows in the data set. And uh you have another data set. It simply have uh the your 500 employees and their details. So, let's say if you have a 1 million say a 1 million transaction data set, that how much sales that you have made here, sales transaction data set. And another data here is for 500 employees data set. And out of this 500, of course, only few hundred will be working in the sales. So, in these type of cases, it doesn't make sense to go ahead and merge these together. Why? Because those hundred people employee name will be repeated for for thousands of times, lakhs of times. It increases the RAM, it increases the lag, and it also confuses the calculations. So, in that case here, what do we do? When we cannot simply keep merging the tables one inside the other. In that case, we have now relationship. We simply save the relationship between the two tables, meaning which one is the common column. That's it. And the third way is union. Union is very simple. If I have data from quarter one, I can copy-paste data from quarter two, then copy-paste data from quarter three, and then quarter four. Because data usually that we get here is similar in nature. So, we can simply go ahead and copy-paste those data sets one below the other, and that copy-paste becomes union. So, these are the based on what kind of scenario you're facing, we can go ahead and use these three ways to prepare our data set. When we come in real time when we combine these methods together, we create a data model. Okay? Now, before I move forward with one by one discussion of joins, relationship, and append here, please let me know how many of you are already aware about joins? Uh yes, similar in nature means same same tabular structure. We'll talk about that in detail, don't worry. Yes, Surya, exactly same. Joins are same everywhere, SQL, Tableau, Power BI, wherever you go. The concept is same. >> So there are many yes and very few no's here. Since there is no here, uh let me go through joins quickly. Those who are writing no, I want more interaction from you, okay? Now let's understand here, Tableau can handle only four type of joins: left join, right join, inner join, and full outer join. So basically there are two types of joins, inner join and outer joins. Inner join is inner join here. Outer join is of three types: left outer join, right outer join, and full outer join, okay? So let's understand what does this mean here. And these joins are the way to merge the tables, okay? Yes, we have that. That's why we will discuss this and we'll see the example also, okay? So let's understand joins everyone. Now those who have said no in the chat box, I want more participation from you, okay? Right. Do you see that there are two tables right now in an Excel workbook? I want everybody's attention on the screen here. Those who already know about joins, okay, stay there. Let's have a quick revision and then we'll move on with the hands-on practice. Uh there is nothing called a self join here, Tanuj. It can handle only four type of joins. We might need it, but we will already do it on the server and then we bring that data here. Yes, orders and customers table, correct. Now let look at this table everyone. So here What is a join everyone? Join is merging the two tables based on a common column, okay? So just look at normally here This is orders table. These are customer IDs. These are the products that they have bought. And this is the price. Right? Kavita, just look at the screen here. This is simple Excel table. Just look at this screen and understand the concept. You don't have to do anything here. Right? So this is a transaction made by multiple customers. They bought multiple products here. Second data contains only the customer ID and the customer name. Of course, the customer who got registered with us, we know their name. Do you go to every counter to buy things? Do you give your name to them? If you physically go and buy something, do you give your name every time you buy something? No. So if you go but if you are become member of them, if you go ahead and become member of them, then they will know about your name. Yes. So likewise, let's say if these are the registered members. All right, so we have the customer details here and we have the order details here. Now the only thing that is missing see customer ID is here also. Customer ID is here also. So the only thing that is missing is customer name. So why not bring customer name also here? Why do deal with two separate tables? We can get the one big merged table here. Because there is only one extra column. So now here we want to go ahead and bring this customer name column is right here with the order. Is this the right way to do it? Is this correct? Why not? Why it's not correct? What's wrong in this? This was the extra column I bought it here. What's wrong in this? It's okay. I'll format it. Now it's formatted. Very good, Nitin and Jyothika. Observe that is a they are not customer ID is repeating. One customer can buy multiple times, right? And it is not necessary that every customer that is registered is only buying this month only from us. So it is not possible for them to go ahead and simply copy-paste it right here. Right? So what we have to do here now? We have to go ahead and check. We have to first read that okay, this is CR1. Now we go ahead and check do we have CR1 here? Yes. And who is CR1? John. So we have to match individual ID here. So we'll go ahead, we pick up John, we paste it here. Now we read again. Is this CR1? Yes. Who is CR1? John. Right? So bring John here. Now we check CR2. Do we have CR2? Yes. So right now here we have to find the references that is properly working or not from the common column. If CR2 is here, CR3 is here, CR4 is here, we bring them right there. Do we have a CR6 here? So what we should write here? FCR 6 is not here. NA or the usually we write null. We don't leave it blank. We write null. It's best that you write null there so that it is processed easily. And in Power BI also when you will go ahead and extract it, it will not show you blank. It will write null there unless there is any space or symbol is there. In Tableau also the blank is shown as null automatically. Right. So right now, what we did? We logically simply picked up the customer names based on customer ID. Simple logic everyone. Okay? Now this simple logic that we did right now that based on customer ID picking up customer name, this is called as left join. This is called as left join. Right? Why left join? Why are we calling it left join here? Because in the left join we keep all these rows intact from the left table and we bring only matching values from the right table. We bring only matching values from the right table. Okay? Tell me one thing here. Were you worried about what happened to Rita? Have you ever thought once when we were bringing the names here? Have you thought even once that what will happen to Rita? Uh Aussie, I will answer your question later. Let me complete this topic first. Were you thinking about Rita? What will happen to Rita? No. Because we are more concerned that this is my main this is my primary data and we want to go ahead and bring on the secondary information here. Additional information here. So when you keep when your primary data is on the left hand side or your table number one, this kind of join is called as left join. Right? So all the rows are intact from the left table and we keep only matching values from the right table. And that is why it is called as left join. Are we clear? I see we don't manually do this. I'm showing you manually because I want you to know how it will work at the back end. In real time I it will take only 2 minutes to because you will go there, you will click on the left join and you are done. Okay? So since I'm doing it manually just to show how it works at the back end. Okay? In real time it will take you 30 seconds to do it. All right. Now if this is left join, can would you like to go ahead and guess what would be the right join? Yes. Very good Nita. When right table is our main table we copy matching values from the left table. Absolutely right. Data would be on right and we get matching values from the left. Absolutely correct. to see the answers here. Absolutely right everyone. So, what is a right join here? In the right join here, our right table is the primary table. So, we pick up only matching values from the left side. Correct. So, all the records will remain intact here and you get only matching values from uh the right-hand side. So, it's all about the primary table. Right join is used very very less. Why? Because usually people will simply keep the primary table as the first table and secondary table as the right table. So, it is used rarely, not used much. And when you will we do a left join or when we do a right join, we will always have duplicates, we will always have the null values. Right? Why we will will always have the null values here? Uh because of course something should not be matching, something will not be matching. Right? So, common columns if they are not matching, of course they will be duplicates and null values. Yes, so Rita has not already anything. Very good. And we do not have CR6 data here. So, we have compromised our data. There is no CR6. Because we are getting only matching values. Yes. This is left join and right join. Concept clear about right join everyone? Yes, very good. Let's go ahead and look at inner join. What is inner join? Inner join says that I will keep no null values. I will keep only matching values from both the tables. Meaning if customer ID present in table one is also present in table two, then only that row is fetched. Now, look at this table here and see. There is no null values, absolutely no null values. We cannot have null values anymore. However, we have compromised a lot of data. Okay, we do not have CR5 here, neither the CR6. So, we don't have name of CR5. We don't have the anything from the CR6. Meaning we have data of only customers who are registered with us. We don't have sales data of the of the customers who are not registered with us. Right. Correct, Surya. That is inner join. So, 95% of the time you will be doing left join, okay? And other than that, you will be simply doing the inner join. So, most of the time it will be left or inner. Now, the last one is the full outer join, everyone. What is full outer join? Sometimes it it is also called as output of both left and right join. Because in full outer join it will keep all the rows intact from both the tables. There will be lot of null values, there will be lot of duplicate values here. But it will keep all the rows from both the tables. Full outer join is completely avoided. Yes, all IDs included. All data included from both the tables. It will have lots of null values and here it is only usable when you're trying to take a backup and you're sure that there are not going to be many duplicates. Then it makes sense on the same level of detail. Otherwise, full outer join is mainly avoided. So, Tableau can handle only these four type of joins here. Now, we'll go ahead and learn how to perform joins in Tableau. Now, to perform joins in Tableau here, there is an important part that you should know about before we start with that here. Within Tableau, all these three data preparation techniques, join, relationship, and union, and modeling, these only work when data is imported from one simple one single source. Okay? One source or a single source single data source. Or a single data source. What is the data source, everyone? A data source can be your system. The data source can be a cloud or a server. Or a right? So, either you can say one single data source or one same exactly same data source. File path can be different. It can be one uh it can be your drive, it can be a Oracle, or your OneDrive, or SharePoint. Meaning, whatever multiple different uh files that you're getting here, they're all coming from the one single source. Okay? Yes, not the database. Same source. Okay? So, you can have the Oracle. Oracle can have multiple databases. Right? So, if you connect with Oracle, you can get multiple uh files from there. Likewise. So, take care of this part here. And now, I'll go ahead and uh go back to your Tableau, everyone. In here, we'll first connect to order details because that is our primary table. And that order details table is an Excel workbook. So, we click on Excel here. Go ahead, click on Excel. Find where your Excel workbook is saved. >> So get order details everyone. I'll answer your question later. Can you first please complete this? When you click on open here, what do you see everyone? Order details is here. It is blue in color. Nearly as it will work, but they that is called as data blending. Right? We have that is data blending. Of course it works in Tableau. But these three things only work when we have data from same source. We can upload SQL files here as well Surya, but only in the professional version and not in the public version. We have seen that also in the day one. Yes? That Tableau public only works with all the file paths that are within this particular system. Otherwise, it wo