Tableau Desktop Specialist Guide — Full Transcript & Summary

[00:08] is not enough. The real question is, can you be turning raw data into clear visual insights that can help businesses make decisions? Welcome to this session on Tableau Desktop specialist certification training turning data into

[00:20] visual insights. In this course, we will understand how Tableau helps transform raw data into interactive dashboards and visual reports. We will start with the basics of data visualization and understand why visuals are more powerful

[00:32] than numbers. Next, we will explore Tableau Desktop and learn how to connect data sources, import data sets, and build worksheets using simple drag and drop features. We will then learn how to create charts like bar graphs, line

[00:44] charts, pie charts, and even maps to represent data effectively. After that, we will move into data preparation where we get to clean and organize data sets for analysis. Then we will explore dashboards where multiple visuals are

[00:56] combined into interactive reports with filters, parameters and action. We will also understand how calculations help generate deeper insights from data. Finally, we will learn how Tableau helps businesses identify trends patterns and

[01:08] make faster decisions. Before we begin, just a quick info. Simply offers a professional certificate program in data analytics, generative AI and adaptive systems in collaboration with IHFC TI of IIT Delhi. This program can help you

[01:21] master AI powered analytics using Excel, SQL, Python, R, Tableau, PowerBI, and Azure along with generative AI and agentic AI concepts. You will gain 180 plus hours of structured learning, 40 plus exercises and 15 plus industry-ledd

[01:36] projects along with hands-on experience through real world projects. You will also receive a certificate from IHFC, TIH of IIT Delhi, access to a 2-day campus immersion at IIT Delhi and career support through job assist plus

[01:49] including resume reviews, mock interviews and placement assistance. Now for you. What is Tableau mainly used for? Is it a coding applications, B data visualizations and dashboard, C database deletion, or is it D network

[02:04] configurations? You can go to uh this area this link that is download tableau desktop. Okay, you can click the link here after typing Tableau desktop download. So just like PowerBI you are also having here uh Tableau Desktop.

[02:17] Okay, we there we had PowerBI desktop here we are having uh Tableau Desktop. So if you click this link here after typing Tableau desktop download Tableau Desktop then here you'll come to this area. It says here Tableau Desktop start

[02:31] your free 14-day trial. Now see here I'll be telling you the difference. over here between the PowerBI desktop and Tableau desktop. See PowerBI desktop as you know that it's a free tool. So it's a uh free for the lifetime. Okay.

[02:46] So that's the best part of PowerBI. But Tableau Desktop is having a 14-day trial Tableau Desktop is having a 14-day trial period. So after 14 days you have to pay money. So here uh it says download free trial. Okay. Definitely we have to go

[03:01] trial. Okay. Definitely we have to go for this one. Download free trial and then when you click on that download free trial and then the free trial should get downloaded. Okay. Okay. It should get downloaded over here. Yeah.

[03:14] So it will take some time here and once it get downloaded in your system then please double click that exe file and then you install. Okay. You agree to the terms and conditions and then uh you click on install and then it will get

[03:28] will take some time. I would like to tell you one important thing here that Tableau Desktop as we know that Tableau desktop is having a uh desktop is having a uh 14-day trial period. Okay. Now the

[03:43] question will come that okay what should I do after 14 days? So if you are a student okay now listen to this thing very clearly. If you are a student very clearly. If you are a student in a university then you can get a free

[03:59] license for this Tableau desktop for one year. Okay, you'll be getting a one-ear free license. If you are a student or if you are a university professor.

[04:12] Okay. So only for these two categories there's a free license either for the university professor or for the student. So if you are a student then what you can do that simultaneously I'm not saying that you wait for 14 days and

[04:27] then you apply for the student license. What you can do here in Google if I let me make it bigger for you. So here you write down Tableau desktop.

[04:39] Yeah you see here in my case it is showing me here Tableau desktop download Okay. So Tableau desktop download student. If I click it then here it will take me to you I have to go to this area Tableau for student. If I click it

[04:56] Tableau for student. So see this is the page. If you want I So see this is the page. If you want I can also put it in the chat window here. window. You can also use this link if

[05:10] you're a student. And then here it says download Tableau Desktop and Tableau Prep Builder. Okay. Now what is this Tableau Tableau prep builder that I'll Tableau Tableau prep builder that I'll be talking in the presentation here. So

[05:23] here it says get Tableau for free. Okay. So suppose if I click this link here So suppose if I click this link here then what it will ask you here it says then what it will ask you here it says uh full-time students at accredited

[05:37] credit bearing academic institutions worldwide are eligible for a free one-year license to activate Tableau Desktop and Tableau Prep. Okay. So products of Tableau. One is Tableau Desktop and Tableau Prep. In this

[05:52] training program, we'll be focusing only on Tableau Desktop. We'll not be using Tableau Prep. But it is good that you are having also Tableau Prep. Yeah. Complete the form below to confirm your eligibility and unlock your free

[06:04] license. You must be 16 years of age or older to request a license. So here in this form, you have to give all the details. Okay. Also here it requires your school issued email. So here if you type your email id let's say if I type

[06:18] my email id sami [email protected] it will not accept. Yeah because it has to be not accept. Yeah because it has to be sami roia date something university uh edu or something like that. So I have to give my university email id not the

[06:33] common email id. Yeah general email id yahoo mail or Gmail. So I have to give this my uh university mail ID. Yeah. date of birth, blah blah blah, school and everything. And then you it will you click this button verify

[06:48] student status and then the details will go to the tableau. If required your go to the tableau. If required your Tableau will also ask you to uh send the uh this uh your uh university ID, okay, your

[07:04] identity card. It will also tell you to scan that university identity card and send it to them or sometimes they may say okay but I would say that today only say okay but I would say that today only you apply for this license okay and then

[07:19] you apply for this license okay and then you can uh uh wait for it and maybe once the new year is there then you'll be getting the license okay these are the getting the license okay these are the important things okay the Tableau

[07:33] desktop is uh In general, it is having 14 days trial period. Now, see, suppose if you are if you want to pay for this Tableau license. Definitely, I'll not tell you to pay for that amount. Uh say pay for this Tableau desktop. But uh the

[07:48] normal costing of Tableau Desktop is around €7 or €70 per month per user basis. Yeah. So, per month per user basis. Yeah. So, every month you have to pay $70 or €7.

[08:01] That's the price. Okay. So here I would say that Tableau is having some issue when I compare with PowerBI because PowerBI desktop free tool you get every

[08:14] month new new versions and uh you are not paying anything for that but uh Tableau Desktop you have to pay money okay but now I'll show you also show you those who are not university professors or those who are not university students

[08:29] or those who are not university students what you can do that see currently If you have downloaded the latest version. So

[08:45] currently the version which is there for the Tableau desktop it is uh 2024. Let me show you that part. Yeah. So this is the Tableau desktop which I've already the Tableau desktop which I've already opened. Yeah. So here if I go to help

[08:58] and then about Tableau. So currently I'm having this today only I downloaded this latest version it is 2024 3.1 okay so uh now see what happens that suppose after 14 days if your this

[09:13] Tableau desktop trial will get over so what I'll suggest you that those who are not university professors or those who are not students you can first of all remove the current Tableau desktop from your

[09:27] system okay whatever you have installed called you remove that portion. Yeah. Uh and then again what you do you go to Google and

[09:41] Google and in Google you type here Tableau desktop in Google you type here Tableau desktop Tableau desktop older versions. Tableau desktop older versions. So if you type over here Tableau desktop older

[09:54] you type over here Tableau desktop older versions then here you can go to this area here. Yeah, see Tableau is a now a uh uh say part of Salesforce company. Okay, we'll talk about that part in the theory. But

[10:09] uh here it is showing you Salesforce. So here it says downloading previous versions of Tableau desktop. So suppose if I click this thing.

[10:28] versions of Tableau desktop or server. I'll go to this area. Go to downloads and release note. I click on this portion downloads. Now see here these are all the see the current version is 2024.3.1.

[10:45] Okay. If you want, I can also share this link in the chat window. can you can click the link in the chat window. So, the current version is

[10:57] 2024.3.1. Now, suppose if this version you have already installed and now it is over the trial period is over. Then you remove this version from your system from from your laptop and then you come over here

[11:11] to this page. You can save this page for a reference purpose. And now see it is 2024.3. If I click this one. So see in 2024.3

[11:23] there are again two versions. Okay. This is the latest version 3.1 and uh that was released in November 21 and before that this new version was also there. Another version was also there that is 2024.3.

[11:38] So what you can do you can now come to this area in on this page and you can this area in on this page and you can click this this version here 2024.3 click this this version here 2024.3 and then you install this version the

[11:51] older version the next the uh next older version you install it and then again version you install it and then again use it for 14 days okay I know that this is a tedious process but this is how you can save your money okay so [laughter]

[12:05] otherwise if you're ready to pay $70 or €70 I don't mind. But this is what I I I normally recommend uh to the participant that you can go to the next older version. So now if you download this uh version and if you use it for 14 days

[12:20] again you remove that version again you come to this area and now you can go to 2024.2. Now see up till if you are going till Now see up till if you are going till uh let's say 2023 also this particular

[12:34] this version then you don't have any problem. Okay. Because normally we think that oh I if I'm going to the older version then definitely I'll be not having all the latest features but as such in Tableau this is my personal

[12:47] feeling that in Tableau they are not changing so much things in Tableau okay in PowerBI what happens that every version is having something new but in Tableau the changes are not that much drastic so even if you one by one if you

[13:00] go see for 2024.2 two also if you click it there are so many versions you can use this version for every version you can use it for 14 days okay likewise can use it for 14 days okay likewise 2024.1 and so on okay so this is how you

[13:15] can save your money and at least I would say that see uh just now you have to focus on this course okay you try to have this Tableau desktop for this course okay and then after the course is over if you are in the organization and

[13:30] if you want to uh do something more with the Tableau then definitely you can ask your organization and they will pay the money for you. Okay. But at least just now for this course you have to go like this. Okay. Those who are not having

[13:44] this. Okay. Those who are not having this now this is Tableau desktop. Okay. this now this is Tableau desktop. Okay. So in case of Tableau they also have one more version uh another tool which is known as

[13:59] Tableau public. So suppose if I write down here Tableau public download okay Tableau public download. Now what is this Tableau public here?

[14:11] Tableau public remember that it's a free version. Okay and it is free for the lifetime just like Tableau uh just like PowerBI desktop here they are having

[14:24] Tableau public. So here you don't pay anything and here you don't have any problem of trial period. Okay. So this is also another tool especially for this training I would say for especially for this

[14:38] training you can go for Tableau public also. Okay. So I I'll tell you what is the limitation over here definitely because whatever is free it is yeah we know. So whatever is free it will not have all the features but I'll tell you

[14:53] yeah the exact difference over here. But Tableau public also uh what I I would suggest you that just now you go for Tableau Desktop you use it for 14 days after 14 days if you want to still use Tableau Desktop I already shown you the

[15:07] Tableau Desktop I already shown you the method of going to the older versions if not then you can come to this Tableau public and here we are having this link Tableau test uh download Tableau public if I click it.

[15:26] I I I think so I'll I'll show you exact link because somewhere you are you'll be finding the link here. The Tableau public. public. Uh Tableau public here. Let me see. Yes,

[15:42] this is the Tableau public. Tableau public is a free platform to explore, create and publicly share data visualizations online with the largest repository of blah blah blah. Uh yeah, Tableau public makes data skills this

[15:56] thing. Okay. So this is the button tableau public may parallelly along with your tableau desktop also because see sometimes if your tableau test if your tableau desktop is over at least you are having

[16:11] the backup of Tableau public I would say. Yeah. So this also you download immediately. Yeah. Click on this link go to Tableau public and then definitely here also it will ask you to sign in. Yeah, here it says sign up for Tableau

[16:26] Yeah, here it says sign up for Tableau public. If I click it, then here I have to just I have to give here my first name, last name, email. Now see here email you can give uh your Gmail or Yahoo mail

[16:41] also. Okay, here they don't require a professional mail ID. So in the Tableau public you can if you want to create your account you can create your account with your Gmail ID or Yahoo mail id or any or other general mail. Okay. So give

[16:57] password, concern password and it will create a account and then from there it will start downloading. Okay, maybe after you put all these details then it will show you download Tableau test download Tableau public. You click on

[17:11] that button [snorts] and then it will download that Tableau public and then you install it. Okay. So two tools you have to install one by one today. have to install one by one today. Tableau desktop and Tableau public.

[17:24] Benefits of data visualization. Let us quickly see. So quick and clear understanding of the information. As I said, as I mentioned earlier that whenever you see a visualization, you are able to get the information very

[17:37] quickly and you are also able to remember that visualization. So quick and clear understanding of the information. Second benefit of data visualization is identify emerging trends and act quickly

[17:50] based on what we see. So this is a great benefit of data visualization. identifying emerging trends.

[18:07] sessions uh let's say PowerBI sessions or Tableau sessions for the mostly for the US and Canadian participants. Yeah. On another platform. So there I always give the example

[18:21] uh in this second point I give the example of example of uh India. Okay, that we were I think so this also we discussed maybe in the business analytics portion also uh

[18:33] [snorts] after the COVID two major things happened in India. First one was the digital payment. Yeah. Everywhere people were just scanning the QR code or barcode and they were paying the money.

[18:48] Yeah. Which was which was great. And up till now also the things are going on >> And the second thing was this online sessions. Yeah. Especially for the universities because I was associated with many universities but I was not

[19:02] before the covid. Yeah. Because there was no trend. I was I I'm not saying that there was no technology. There was no trend of conducting the online Yeah. for this kind of simply learn courses and this this we were having the

[19:17] things but for university there were no online courses uh online sessions so that also happened yeah thanks goes to covid and uh since 20 uh 20 yeah after

[19:31] this covid uh I'm regularly conducting the online sessions for the students also for the university students okay up till now so that is the major thing which has happened and for the digital payment Okay, I always give this digital

[19:44] payment example even to my German colleagues also that here in Germany also still people are believing in the hard cash. Many people though definitely many or many of [clears throat] the shops they are they are taking the uh

[19:59] credit cards and debit cards but uh still many people they are having the uh cash okay they believe in cash even just now we are having the Christmas uh market and all those things in Christmas market [snorts] I don't know hardly I

[20:15] two yeah shops over here in the Christmas market with their [snorts] uh okay where they are accepting uh uh credit cards or debit cards otherwise it's fully on the cash I don't know about other countries yeah whether the

[20:31] same thing is there but here mostly people are going for the cash so what people are going for the cash so what happened that when that covid came so it it brought many challenges yeah and those who accepted those challenges

[20:45] and they came out with some solution they [snorts] are still there in the market yeah I I remember that I'm coming from [clears throat] from [clears throat] uh city known as Vodra in Gujarat and uh

[20:58] uh earlier when I used to visit my city my state uh I used to go to some my state uh I used to go to some specific restaurants okay uh so uh yeah because they were famous for good food but when I went after covid many of

[21:12] those my good restaurants they were closed down they were completely shut down okay I don't know what was the reason but one of the reason was that what they came to know was that they did not accepted the new change. Yeah.

[21:25] the restaurants they were having everything online. Yeah. Everything was delivered. Uh but these restaurants they some of somehow they insisted that no no we should we have to uh bring here the people rather than the delivery. So

[21:41] those who did not accepted the change they were out of the market. And also it happened in my city that many of the new restaurants also got opened during the covid time [snorts] and they are still there. Yeah. Because they accepted this

[21:55] there. Yeah. Because they accepted this new trend. Okay. So whatever this example which I'm giving here, this example also applies to us. Yeah. to our our own life that if whatever the new things which are coming in the data

[22:08] analytics or business analytics if we are not accepting those changes we'll be also out of the market yeah just like those restaurants so today generative tomorrow we'll be talking about something else we have to

[22:23] continuously learn these new tools that is what is my thing okay and I and I'm also doing the same thing yeah so emerging trends we can quickly identify with the help of data visualization and we can implement it.

[22:37] Then the number three is identify the relationships and patterns. So we can see that okay if our sales have gone down then why the sales have gone down sales so that we can easily identify with the visualization.

[22:55] The fourth benefit over here is share our story with others. So share our story with others. Now what is this story here? Story means we are talking about the report or the dashboard. Yeah. Now you know that in

[23:08] every organization everybody will not be creating the dashboard. Everybody will not be creating the PowerBI report. Few people will be creating the report and the other people will be utilizing that report. Yeah. So here sharing our

[23:22] story means if I create my uh report then definitely I have to share with my colleagues. So I have to share my story with other people. So in case of Tableau also I'll be showing you and in Tableau [snorts]

[23:35] uh it is little bit different compared to PowerBI. Yeah. So that also we'll discuss that where this PowerBI and Tableau are different in terms of dashboard. Okay. So when that particular topic will come up I'll tell you these

[23:48] differences. Number fifth is analysis at various levels of details. analysis at various levels of details means suppose if I'm having if I'm working in a M andC company so definitely I'll be

[24:03] having the uh we were talking about this analysis at various levels of details so we start from US from US we go to the state from state we go to the city and and within the city also we are having the various areas so we are having the

[24:16] postal code or pin code so we go to that area level so this is what we mean by analysis at various levels of detail and in short it is known as hier hierarchy. Okay. So that is that hierarchy topic and the last point over here the last

[24:29] and the last point over here the last benefit is improved customer experience benefit is improved customer experience and engagement. Now whatever we have uh seen up till now all the benefits why we are doing all those things why we are

[24:41] analysis at various levels of detail because we want to give the best experience to our customer. [snorts] We want to make them satisfied we want or or we want to make them happy. Yeah. Because if the customers are happy, if

[24:55] the customers are engaged with our company, overall we are also happy. It's a win-win situation. [snorts] So in general, these are the benefits of data visualization. No.

[25:07] Now I'll not talk about PowerBI just skip this thing. But what I wanted just skip this thing. But what I wanted to show you here that [clears throat] this is the uh magic quadrant. I don't know whether

[25:21] you saw it in your PowerBI course. This is the magic quadrant for analytics and business intelligence platform. Now who has created this magic quadrant? The magic quadrant has been created by this company known as Gartner.

[25:34] Okay. So Gartner I think so you must have heard this company name. If not then I would like to uh inform you that this Gartner is a very famous research company. They are conducting lot of research over here. So they are every

[25:49] year they are creating their own report and then there are companies who are reports are not free of cost. You have to pay for it. So here I [clears throat] want to highlight that what is the scenario of those various data

[26:05] visualization products that we are having in the market. So this is the scenario which was there in 2022. Yeah. So we'll see the scenario of 2022, Yeah. So we'll see the scenario of 2022, 2023 and the latest scenario in 2024.

[26:19] So in 2022 you can see that the in this magic quadrant we are having these four quadrants. So we are having the leader section, challenger section, niche players and the visionaries. If you focus on the leader section,

[26:34] the leaders in this data visualization area [clears throat] here it is written Microsoft and then it is written here Salesforce and then it is written here Salesforce bracket Tableau and the third leader is

[26:46] I'm sure that you must have heard this click company. Click is a very famous data visualization company in US but uh they are their products are used worldwide. So click is having two products. Initially they were having

[27:01] click view click view and the latest product is the clicksense. Yeah. So I have also learned that tool clicksense and click view though are not though I'm not using regularly here. Now here comes Microsoft. Now see I I

[27:17] initially told you that PowerBI is currently number one tool in the data visualization market. But now see here it is not written PowerBI. It is written here Microsoft. Why Microsoft? Why it is written

[27:30] Microsoft? Because definitely Microsoft is not having one tool that is PowerBI. But if I just talk about data visualization tool then the data visualization tool Microsoft is having two products. First one is Excel as we

[27:45] know very well and the second one is PowerBI. Okay. So Excel came almost like 30 years before or 30 35 years before. So and today also people are still using Excel for the data analysis for visualization purpose everything.

[28:00] So that's why here they have not specifically mentioned PowerBI but they have mentioned here Microsoft. Yeah. But overall I would say that I'll I'll repeat that sentence that PowerBI is currently number one tool in the data

[28:15] visualization market. [snorts] Then comes Tableau and then comes click and that I was talking about this tool micro strategy in 2022. It was in the niche strategy in 2022. It was in the niche player segment. Yeah. Then Google was

[28:29] here challenger section. Google is having Google look studio. Initially Google changed the name to Google data studio but then last year sorry this year only they change it to Google looker studio. So I have also learned

[28:43] that tool. Yeah. So see that is the advantage that I that we also all all tool you can learn the other tools very easily. Yeah just remember that their definitely some of the features which

[28:58] available in Tableau or the features which are available in Tableau they will not be available in PowerBI. So you have to understand only those features which are not common. Now in 2023 what was the scenario? The

[29:12] scenario was same. Microsoft was number one. Salesforce tableau was number two and click was number three. Yeah. Here little bit you can see that this micro strategy which was in n player now it has shifted to challengers. It shifted

[29:25] to challengers here in 2023. Yeah. Maybe this Alibaba also Alibaba cloud it also came over here. So some changes occurred over here. Now let us changes occurred over here. Now let us focus on 2024 the current year. So in

[29:39] focus on 2024 the current year. So in current year you see here the scenario leader section see so many leaders are now here Microsoft Tableau click [clears throat] is over here

[29:52] Google has come now here yeah now so now I know that some of the companies have shifted to Google local studio because it is also cheaper yeah the everything

[30:04] comes to the price initially [snorts] then we are having here Oracle and thspot. Thoughtspot is also a great is a tool famous tool. So see now you can see that Tableau is facing lot of competition here. Definitely it is also

[30:18] uh this PowerB also facing competition but here all these tools are near by Tableau. Yeah. So whenever a company wants to decide which is the best tool or which is the second best tool then now company

[30:30] has to think over these other tools also. So that's why when I saw this this figure for the first time I was really astonished because till 2023 and 2022 you see the 2022 2023 the scenario were almost same

[30:46] especially for the leader section but as soon as we went to 2024 the things change here and now I don't know what will happen in 2025 maybe some other one or two tools will come over here you never know so this is what I

[31:01] wanted to highlight here that is uh how this data visualization market is uh is moving. So now we'll be focusing really on the topic of Tableau. Okay.

[31:15] So Tableau data visualization tool. Okay. And it is data visualization tool. Okay. And it is very popular among the users. Now what it says here Tableau allow us to evaluate raw data in the form of

[31:27] graphs and report. Yeah. So initially we create some some graph or some charts and then what we do then we put all those graphs and charts into one particular page and that page is known as dashboard.

[31:42] Just I would like to ask you one question here that you have all used question here that you have all used PowerBI desktop. Okay. that whatever the visualizations you are

[31:57] whatever the visualizations you are creating in PowerBI desktop that whole file okay that whatever that PowerBI file that you are creating PowerBI desktop file which you which you're creating yeah that is that is

[32:09] having an extension of PBIX. So what is that PowerBI file known as? That's my question. Yeah that PowerBI file is having many pages. You must have created various pages.

[32:24] So what is the name given to that that whole concept of that file? Okay. What is that whole file known as? PowerBI. So it's known as report. Yeah. So that should be very clear. That whole PowerBI file which we

[32:40] create in the PowerBI desktop, it is known as PowerBI report. Why I'm stressing this point? Because many people they also mention it as a dashboard. that is not a dashboard. Okay. In

[32:53] PowerBI desktop you cannot create a dashboard and and normally the dashboard is of one page only. Dashboard will have only one page while in the PowerBI file we are

[33:06] creating various pages. So that is known as a report. Okay. So you should be very clear over here. Yeah. Now I would like to ask you that where we can create dashboard in PowerBI. Suppose if I want to create a dashboard in PowerBI where

[33:22] should I create? Okay. So now the answer for this Okay. So now the answer for this question is this that where I can create the PowerBI dashboard. PowerBI dashboard can be created only in PowerBI

[33:39] services. I repeat PowerBI dashboard can only be created in PowerBI services. It cannot be created in PowerBI desktop. In PowerBI desktop, we create only PowerBI report.

[33:54] Yeah, that's why I asked this question. I wanted to clear this confusion. Yeah, because many people they say oh see many people they feel that dashboard and report are same. No, in case of PowerBI it is totally different. Yeah.

[34:08] So you must have uh yeah in your [cough and clears throat] uh online session you must have been shown that how we can create a dashboard in the how we can create a dashboard in the PowerBI services. Yeah I hope that you

[34:21] must have been shown this thing. Yeah how to create the dashboard in PowerBI services if I'm not wrong. Yeah that you should know the concept. Okay. So uh dashboards are always created in PowerBI services that PowerBI

[34:36] services as you know that it's an online platform. Okay. Where suppose if I want to uh share my uh report with my colleague then I have to uh publish that PowerBI report into the PowerBI services and then from there Powerbase services I

[34:51] can provide the access. I can say that okay I want to give access to let's say Dsha. Okay. So I'll write down the email id of Dsha or let's say Clifton or Henry or whoever. Yeah. And then uh you'll be able to see my uh report in the thing

[35:06] and uh dashboard also I can create in the PowerBI services and uh what I do that from the PowerBI report I can take some few visualizations from the report

[35:18] and I can put it into the dashboard. Okay. So this is what is PowerBI. Okay. Now in case of Tableau in Tableau we don't have the concept of Tableau report we have the concept of in Tableau we'll be now uh

[35:35] mostly tomorrow onwards we'll try to see that in Tableau what happened that on that in Tableau what happened that on one page I can create one visualization one page I can create one visualization I repeat on Tableau in Tableau desktop

[35:49] or in Tableau public whichever you tool you use on one sheet yeah I tools I can create only one visualization while in case of PowerBI in on one page you can create many visualizations yeah so that is where the difference now

[36:05] is coming up here yeah so in case of Tableau I create 10 sheets 10 sheets means 10 visualizations let's say and then in the T tableau desktop or Tableau public I'm having a separate section which is known as Tableau dashboard so

[36:20] Tableau dashboard if I want to create I don't have to go to any other online desktop or Tableau public. So in the Tableau dashboard I bring all the visualizations okay and I I can put it into one place and that is what is meant

[36:36] by Tableau dashboard. Okay. So here this difference comes up between the between the PowerB and Tableau. Yeah. So that is what so here in case of Tableau also we'll be creating these

[36:50] word report but it's not actually the report it's a tableau dashboard where you can bring all the visualizations together

[37:03] data can be in the form of big data Hadoop SQL cloud based uh cloud data anything can be there okay and and all the data can be brought into Tableau that we'll see further in the practical part Tableau software does not require

[37:16] any technical or programming experience that I've already explained you earlier. Yeah, Tableau is user friendly. It is a great skill for data science applicable to any business fast and easy. Many of the things are getting repeated over

[37:29] here. I will skip this portion. Okay. Now [clears throat] what we'll do that before we go with this concept of data blending and other things now let me blending and other things now let me focus on the tableau. Okay. So if you

[37:42] have already downloaded the Tableau and installed the Tableau please open either you can open Tableau desktop or Tableau public or both also it's fine. So see when you open when [clears throat] you double click the Tableau desktop you

[37:56] double click the Tableau desktop you will get this kind of screen. Uh see will get this kind of screen. Uh see this portion you'll not be able to see anything. Yeah because these are the files which are

[38:11] already created by me. Yeah. So that's why yeah you can see that see these are some of the uh files which I which are which are created by my students in one of the university Indian university. So when I opened it yeah I can I can also

[38:25] click this this file directly and I can open this uh this tableau here. So initially in your in your case you'll not be able to see anything here. Now on the left hand side here you are having this area which is known as connect.

[38:44] Okay. So in the case of connect area you are having here Tableau server. So see in many of the big organizations what they do that they also purchase Tableau server. Yeah. In case of Tableau

[39:02] they are having two products here. Tableau server and Tableau uh online. Yeah. So suppose if I want to share my visualizations or if I want to share my Tableau file with my colleagues then I'm having two options here. Either

[39:18] then I'm having two options here. Either I can purchase the uh Tableau online. Okay. Or I can purchase the Tableau server. Now if I'm working in a smaller yeah, in smaller organizations the number of users will be very less. Let's

[39:32] say there are 10 people or 50 people let's say. So in that case I will not be able to go for Tableau server because Tableau server is very very expensive. I don't know the exact price over here but Tableau servers are very very expensive.

[39:46] So it is only useful for very very large organization. Yeah. Those organizations which are having some little bit of doubt about the security of their data.

[39:58] Yeah. and all those things for them. If they go for Tableau server then it is fine. Yeah, they can pay the money also and plus they they are having uh large number of users. So Tableau server they can buy it and then they can put all

[40:12] their visualizations all their data set on the Tableau server. Yeah. So if I want to connect to Tableau server I can click on it and then it will show me here the I have to write down the server name. I have to click on connect and

[40:26] password and then I can connect with the Tableau server. I can bring the data from the Tableau server. I can connect with the Tableau desktop and then I can with the Tableau desktop and then I can start my visualization process here.

[40:39] Okay. So that is what we mean by the Tableau server here. Then we are having this portion here which is known as a to a file. So in the file we are having options like Microsoft Excel.

[40:52] our majority of our data set are in Excel. So we'll be mostly using this Excel. So we'll be mostly using this button here known as Microsoft Excel. So if I click on Microsoft Excel, yeah, I'm just clicking on Microsoft

[41:06] Excel here. And now I can go to from any of this Excel file. I can connect over here. Yeah, we'll also see further. Not now. I'm not showing you everything here just now. But I can

[41:21] connect any Excel file to Tableau by clicking this button. Then we are having text file either you say text file or CSV file. This is that option that we have to click. Then we are having JSON file, Microsoft text as PDF file. If you

[41:36] are having the data in PDF also you can connect that PDF file to Tableau and you can bring the data over here. Then spatial file I think. So spatial file is related to some geographical file I think. So I'm not uh yeah because I'm

[41:52] not using that file so much but yeah it is related to the geographical data and file statistical file here this is very very important option see you must have heard about one tool one statistical tool which is known as SPSS

[42:09] I repeat SPSS yeah I have used that tool during my uh yeah I have used that tool during my uh PhD work so SPSS stands for statistical PhD work so SPSS stands for statistical package page for social science.

[42:23] package page for social science. Yeah, it's a tool from IBM and uh there you can do any kind of statistical analysis. Yeah, T test and F test and all those different kind of testing, hypothesis testing. Yeah, regression

[42:35] analysis and correlation and all those things. So it's a very famous tool especially I know that in India it's very very famous and similar to that SPSS there is another tool which is known as SAS

[42:49] known as SAS yeah SAS or yeah it's known yeah it is always spelled as SAS only so SAS is more famous in other countries yeah in India I'm not sure whether it is still famous but yeah SPSS in most of the

[43:03] universities I know that they use SPSS so suppose if you have created an SPSS file Now see SPSS is great for the statistical analysis. But if you want to create visualizations then definitely you can use the tableau.

[43:17] then definitely you can use the tableau. So you can create a statistical file from your SPSS. Okay. And then you can connect that statistical file to Tableau by clicking this button over here. Yeah. So and I think so in PowerBI up till now

[43:33] what I know that in PowerBI you are not having this option to connect the SPSS file to PowerBI but in Tableau they are having this option. Yeah. Then we are

[43:45] you are having something else let's say you are having XML file. Suppose XML your data is in XML file. You can click on more and then you can connect to that particular file. Let's say XML file. Okay. you can connect over here. So

[44:01] these are the file options. Then come server options. So in the server we are having here Microsoft SQL server, MySQL, Oracle, Amazon Red Shift.

[44:14] These are the standard servers which we use. But apart from that we also have here more. Okay. So suppose if I click on more, you see here there are so many options here. These are installed connectors. So

[44:30] see there are lot of here Alibaba, Amazon, Athena, Azure. Yeah. Cloudera, Amazon, Athena, Azure. Yeah. Cloudera, datab bricks. Yeah. Drao, Dropbox. You datab bricks. Yeah. Drao, Dropbox. You see many many Google. So these are

[44:44] more here. connectors. Yeah. There are installed connectors are 71. Additional connectors connectors are 71. Additional connectors are 38. These are very specific here.

[44:58] uh excess allol denodo okay delta and many many more salesforce marketing cloud by tableau okay so there are many options here so when you click on more options here so when you click on more you get all these options here yeah

[45:12] so this is the tableau desktop yeah these are the options which you get in Tableau desktop apart from that you also have here quick start okay what is this quick start here in

[45:26] the Quick start here it says jump start your analysis with pre-built template. So see in case of Excel also we have the templates. So if I want if I don't want to really create everything from scratch I I I I want to use some template then

[45:40] these templates are also available over here like Salesforce sales cloud okay budget controlling retail sales call center agent analytics you have to just connect your data with this file and then you can it will be done everything

[45:54] will be done. Okay. So if I click on view more. here. And now here these are the various analysis which are already created.

[46:08] Yeah. Financial performance dashboard. Yeah. Salesforce data bricks. Yeah. See there are so many options here. It's a very very long list here. So you can also use this statistic uh this uh templates here.

[46:23] here the ready uh the the built-in templates and you have to just connect the data and the visualizations are ready. So this will save a lot of your time. Yeah. Then there are these two sample workbooks.

[46:37] Okay. So just like in if you remember that in case of PowerBI also we have one uh one sample data set button in the PowerBI if you remember. So in case of Tableau also you are having these two data sets. One is known as supererstore

[46:52] data set and another one is known as world indicator. And plus here below it will show you the latest Tableau version. Yeah. If if you uh let's say if months suppose and in the in the next two months if one new version has come

[47:08] up then here it will show you that now you can download the so and so version. Okay. So here you'll be getting that information about the new version. Okay. desktop also there also you'd be getting that information but normally we we

[47:22] don't go to the Tableau desktop. Yeah we we open this uh because today only I opened this Tableau desktop uh this tool and I saw that a new version was there. So I implemented I downloaded that new version here. Okay. So this is overview

[47:38] version here. Okay. So this is overview of that Tableau desktop. Let us let me show you here Tableau public. So this is Tableau public. Yeah, here it is already written Tableau public. See in Tableau desktop it will be written like this

[47:50] only Tableau book one. See in my case also I'm having currently the license version. So here it says Tableau license expires in 14 days because today only I have installed and very soon I'll be also getting that free license for 1

[48:03] year. So then I can uh yeah I can input that license code and I can get I can extend my license here. So this is when it is not written here any Tableau public then this is your Tableau desktop

[48:18] and now this is Tableau public. Yeah, as I requested earlier that please also download this tool. Okay, because if sometimes if the Tableau desktop is Tableau public for this particular training course I'm talking about. Here

[48:34] also you can see that see in the Tableau public you don't have that option of the Tableau server. So here in the Tableau public you are having all those options here. See here we don't have the option of Tableau server. You can see here

[48:49] there's no option of Tableau server. While in case of Tableau desktop I'm having that option. So see this is also one of the difference here. So these are the standard options here in the Tableau public XL text file JSON

[49:03] file Microsoft access PDFs file statistical file. Now see here if I'm having XML file if I'm having the data in XML I cannot connect over here with the Tableau public I can connect only these seven files here yeah then to a

[49:19] server in the server I'm having option of O data and more if I click on more you see here in the Tableau public I'm having only these three connectors only three okay Google drive, O data and

[49:37] web data connector. That's all. I've never used this web data connector. Yeah. And O data also I mostly use the Google drive here if I want to connect it over there. [snorts] But now you see that now this is the first comparison

[49:50] that now this is the first comparison here in the Tableau. This is my Tableau desktop. If I click on more here in the server, I see here how many? 71 + 38. Okay. So 109 connectors I'm having here. 109 in the

[50:05] Tableau desktop while in the Tableau public I'm having only three connectors here. So remember that Tableau public is only used for the

[50:17] want to really use it in your organization you have to always go for the Tableau tester. Yeah, because no normally in companies we are mostly connecting the data from the Tableau say from the various server either it can be

[50:32] SQL server or Oracle server or IBM server. Yeah, we definitely we also use the Excel files and CSV files and all those things but here in that case of

[50:44] Tableau public I'm not having that option of connecting to SQL server or Oracle server or IBM server. Yeah. So this is one of the major limitation here between the Tableau in the Tableau public here.

[50:57] What the point? So what will what I was talking here that uh you have to we'll be connecting this file here sample superersto this file here sample superersto 2024.xls you you already downloaded uh

[51:10] connecting from the folder. Okay, we cannot connect from here from the LMS. It's not possible. So in this Excel uh Tableau desktop

[51:22] file, I'll be clicking on Microsoft Excel. Okay, I click on Microsoft Excel here. And now I have to go to that folder. Okay, so I go to that folder. Let me go to my D drive.

[51:44] files. And here I'm having that file sample supertore 2024. You can connect that sample supertore 2024 wherever it is available. I click on open.

[52:03] another window. You see here now it is a different window. When we were clicking on the Excel file Microsoft Excel, that was another window. Connect window. Yeah. And now when we when we already connected that uh connected that uh

[52:17] sample supererstore 2024 data set with this tableau now you are getting this window. So here on the top area you can see sample superers store 2024 the file name it is written below Microsoft Excel. Now

[52:32] in this file you are having this three sheets here. Okay there are three sheets. So we are having order sheet, people sheet and return sheet. Now let me show you that file also Excel file. So in this data set

[52:48] Excel file. So in this data set uh I'll make it bigger. Okay. So in this data set we are having various uh first of all you can see below uh in my screen on my screen that we are having these three sheets over here. Order sheet uh

[53:02] people sheet and return sheet. Yeah. So there are these three sheets over here. The major sheet is the order sheet. Yeah. In most of our uh this practical part we'll be using the order sheet. But just now I want to also talk about these

[53:15] other two sheets also. But in the order sheet you are having here various orders. Okay. So we are having here first of all columns like row ID. Yeah. first of all columns like row ID. Yeah. Row id you can see that it goes till

[53:31] Row id you can see that it goes till what? How much? 20 uh 10,000. what? How much? 20 uh 10,000. Yeah. The number of records are 10,194.

[53:43] that you are having in this data set. Then [snorts] we are having here order ID. Order ID as you can see that it is consisting of the country, country code, then year and this number. Okay. So this whole thing is your order ID here. Yeah.

[53:58] Then here uh yes it is containing the both the uh yes it is containing the both the Canada uh data and the US data as I mentioned earlier. Okay. So this is US US maybe in between also there is some

[54:11] US maybe in between also there is some Canada data here. Yeah. So yeah order ID. Okay. Then we are having order date, ship date. There are two dates over here. Order date and ship date here. Then we are having here the ship mode.

[54:26] So here if we see the ship mode then in the ship mode we are having four ship modes here. First class, same day, second class and standard class. So four ship modes are over here. Yeah. So here we are having the customer uh ID. Then

[54:43] we are having the customer name. Okay. Customer name here it is combination of both first name and last name. Then we are having the segment here. Okay. segment we are having here three segments consumer segment corporate and

[54:58] home office then we are having here country as I said Canada and uh United States then we are having cities various cities yeah then postal code region now

[55:11] in region we are having here four regions central east south and west okay so there are four regions over here yeah then we are having the product

[55:23] uh ID. Okay. So this is the product ID here. Then we are having here category. Now this is important. Okay. So in our data we are having the three categories here. Furniture, office supplies and

[55:38] technology. And then after the category we are having here subcategories. So subcategories here if you count it So subcategories here if you count it should be 17. 1 2 3 4 5 6 7 8 9 10

[55:54] 10 11 12 13 14 15 16 17. Yeah. So there are 17 subcategories here. Accessories, appliances, blah blah blah. Okay. So here you can understand that there is a

[56:06] hierarchy. What is the hierarchy here? First of all, we are having on the top First of all, we are having on the top category. So there are three categories. technology. Within the category we are having the subcategories. So you will

[56:19] see further in our visualization also we are having various subcategories. So under each category there are some subcategories and under each subcategory there are various products. Okay. So there are various product

[56:33] name column the last uh one of the column here product name. So this is the hierarchy here. category then subcategory below sub below category we are having subcategory and below subcategory we are having the product.

[56:49] Okay. So this is what we are having here. Then finally after the product these are the various product names. Then f uh at the end we are having these four uh columns here

[57:02] four numerical columns sales quantity discount and profit. Yeah. So these are the four numerical columns that we are having here. Sales, quantity, discount and profit.

[57:17] Yeah. So that will be also using. So these are all the columns which are available in your uh this uh orders table here or order sheet here. Now we go to the people sheet here. Let

[57:32] me make it bigger for you. People sheet. In the people sheet I'm having here managers, regional managers and the region. Okay. So there are four regional managers for four regions here. Okay.

[57:48] managers for four regions here. Okay. Now see here this column region column in the people's table people's table or people sheet the region column is there west east central south and the same column is also available in your orders

[58:02] table I've already shown you the region column in the orders table here okay so just remember that this is the common column between the two tables here between the people's table and the orders table there's a common column

[58:17] which is known as region column. Just remember this point. So this is people's table. Then comes the returns table. Returns table or return sheet. Return sheet means in this returns table it is

[58:31] having the details about all those order ids which are returned by the customer because they are not happy with that product. As we know that in case of Amazon there is a 30-day uh return uh return policy. So here all these uh

[58:47] order ids okay all these orders which have been written by the customer their details are over here. So here there are only two columns in the returns table that is returned. Yeah everywhere it will be yes yes yes yes.

[59:02] will be yes yes yes yes. Okay. So uh these are the return uh or say return column and the order ID column. Now see this order ID which is available in the returns table. The same order ID is also available in your

[59:15] orders table. Yeah, I already shown you this orders table. The order ID the second column here. So also remember the second point here that there is a common field between the orders table and the returns table and that common field is

[59:28] known as order ID. Yeah. So this is a common field and people's table we are having the common field which is known as [snorts] region field. Okay. So this is what I wanted to

[59:43] highlight here. I'll close this file. Don't save. Okay. So here on the left hand side now I'm back in the Tableau. So on the left hand back in the Tableau. So on the left hand side here.

[1:00:01] Yeah. So on the left hand side here uh you can see these uh three sheets here. Okay. Three sheets here. Don't worry about that. But these are the three sheets here. Order sheet,

[1:00:14] people sheet, and return sheet. Yeah. Now, what it says here in the center Now, what it says here in the center area, it says drag tables here to create a data model. So, now I have to uh see, let's say I'm

[1:00:27] having here three sheets. Now, if I want to use here, let's say order sheet here as a data set, then I have to drag this order sheet and I have to place it over here in the center area. So now I'll request all of you to simply

[1:00:41] So now I'll request all of you to simply drag this order sheet with your mouse. Drag the order sheet and you drop it over here on this area. Okay. So drop this order sheet. Drag it and drop it over here.

[1:00:55] So see when you drop it over here in the middle area then you can see that now their order sheet is over here. Okay. And now here you can see the this

[1:01:07] is the table. Now see there are two tables over here. This table what you see on the left hand side here this table [snorts] this is known as metadata. This table is known as metadata. Again

[1:01:24] I'm repeating what we have to done here. We have simply drag this order sheet and put it over here on the blank area. Okay? And then these things will come up here. So this first table it is known as metadata. What is metadata? Metadata in

[1:01:40] metadata. What is metadata? Metadata in simple words it is data about data. So if I want to know that how many columns are there, what are their names and then from which table they have come up then this information is available over here

[1:01:55] in this metadata. So here we are having four columns in the metadata table that is type. What is this type over here? These are the data types here in PowerBI also you must have gone through the data types like text data type, date data

[1:02:11] type, time data type, whole number, decimal number, fixed decimal number. types you have learned in PowerBI almost the similar data types are also available here in the Tableau. So this type means the data type column. Okay.

[1:02:26] We'll also see further this thing. Yeah, ABC I think. So in PowerBI also you must have seen that ABC. ABC means the text data type. Here it is known as string data type. The name is different. In PowerBI it was known as uh text data

[1:02:41] type. Here it is known as string data type. This ABC. Yeah. While these are the icons of the date. Yeah. Because order date and ship date these are date. So these are their icons. And when you see this hashtag here hashtag means we

[1:02:55] are talking about the numbers. Now numbers can be both whole number and numbers can be both whole number and decimal number. Yeah. So this is this is decimal number. Yeah. So this is this is the symbol or icon for the uh numerical

[1:03:07] field. Okay. Numerical field. It can be decimal or uh whole number but the icon is same here. Then we are having the globe icon here. Globe icon means these are the geographical field. In case of PowerBI

[1:03:21] also we have the geographical field which is which are identified by the which is which are identified by the globe icon. Yeah. So country, public city, state, public, province, postal code. These are all the geographical

[1:03:35] field and these are already identified very well by Tableau. We don't have to do anything here. Now at the bottom area you can see there our four numerical fields as we have seen in the original data set also.

[1:03:49] seen in the original data set also. sales, quantity, discount and profit. sales, quantity, discount and profit. Now here also we have the hashtag. Okay. Now if you see that here the colors are green color. These four hashtags are

[1:04:02] having green color. While above if you see this row id yeah row ID is also a see this row id yeah row ID is also a number. So it is having a blue hashtag. So see though it is a hashtag but it is identified. It is shown in two different

[1:04:16] colors. One is blue, another one is the green color. So what is this blue and green? That also we'll see further. Yeah, because it is indicating something over here. Yeah, they not just made it look beautiful. Yeah, it is having some

[1:04:30] purpose here of this green color and the blue color. So that we'll see further. So here we are able to see the type. Then the field name. These are the field names, row ID, order ID, blah blah blah. Then we have the table, physical table.

[1:04:45] So currently what we have done we have drag only one table and the table name is order sheet or orders table. So here everywhere you will find orders orders orders. Suppose if we will also bring very soon this people's table and then

[1:04:59] here you'll be also finding the fields of the people's table and you'll be get you'll be also able to see here the physical table in the physical table column that is the people's table or returns table. If you have if you're

[1:05:13] bringing this table over here. Yeah. Then we are having here Then we are having here uh remote field. So there is another column here which is known as remote field. So see remote field name. If you

[1:05:27] see if you compare the field name with the remote field name column they are exactly same here. Row ID, row ID, order ID, order ID, order date, order date. So now the question will come that why Tableau has given these different names

[1:05:42] separate columns? So if the field names are same then what is the logic here of giving these uh two columns here. Yeah. So that also we'll see now. So this is the metadata.

[1:05:57] Okay. Metadata table here where we can get a quick overview about our data set. So if you don't want to see this metadata table, you can click this icon here. This icon the arrow. I can click on it. And when I click on it, now it is

[1:06:14] on it. And when I click on it, now it is getting collapsed. Okay, see this is that button. So click click on it and it get uh the metadata table get collapsed. get uh the metadata table get collapsed. Now this is our main table. Okay. So in

[1:06:28] column that we saw in the original data over here. Okay. And their icons are also available Okay. And their icons are also available on the top. Yeah. The globe icons ABC.

[1:06:41] Yeah. that is the text data type. Okay. Okay. So this is the data set. Now just now So this is the data set. Now just now here how many records are shown

[1:06:55] here? You can see the number of records or number of rows. How many it is showing you currently here? 100 rows only. 100 rows. Okay. Now how many records we are actually having more than 10,000. 10,100 something. Okay. 10,200

[1:07:11] number of rows but here it is showing you only initial 100 rows. remember that when we are connecting a data set and when we go to the power

[1:07:24] query editor window there also we can see the initial 1,000 rows not all Yeah. So if I want to do the data analysis here I I can see the see

[1:07:36] definitely all the records are connected to PowerBI but in case of PowerBI it will show you initial 1,000 rows but while here in the case of Tableau it is showing you initial 100 rows only. But suppose if I want to increase this

[1:07:51] number of rows yeah I can also write down here one more zero. I write down here one more zero and press enter or play or press this button. Now it is having around 1,000 rows. Yeah, if I go down here,

[1:08:09] you see here 1,000. Okay, row ID is 1,000. But I would say that you should not make it 1,000 rows. Keep it only 100. Okay? Don't don't worry that oh only 100 rows have come over here. No, no. All the 10,000 rows have come over

[1:08:24] here. But here for the visual for the view purpose it is showing you only 100 rows but I made it to 1,000. Now just now let me make it to uh let's say

[1:08:38] I can also write down here one more zero or let me write down here 11,000. Okay let's say I want to see 11,000 rows. Let us assume that I don't know how many number of rows are available in

[1:08:52] my data set. Yeah. So I'm writing here let's say 11,000 rows. I press enter and see when I press enter here. When I press enter it is showing me here

[1:09:05] this thing. Yeah. Here it is showing me 21 fields and 10,194 rows. What is this fields? Fields means this number of columns. Either we say number of columns or number of fields.

[1:09:19] So here it is already showing me 21 fields or 21 columns. And this many number of rows are available. So here it will show me the full number of rows numbers. But when when it is showing me here below it is showing me initially

[1:09:33] here below it is showing me initially 100 rows only. Yeah. So let me make it to here 100. Press enter. Okay. So now it should show me showing me here 100 rows. Okay. That is fine.

[1:09:50] me here 100 rows. Okay. That is fine. So this is the data set. Okay. Now, so as I said that in case of Tableau, the Tableau desktop or Tableau public is not having all the features of data cleaning and data transformation just like

[1:10:05] PowerBI. Okay. Here we are having a separate tool which is known as Tableau prep. Let me also show you a quick overview about the Tableau prep. This is the Tableau prep builder. Okay.

[1:10:20] And I think so maybe two to three months before I had created uh this kind of before I had created uh this kind of data cleaning here sample. So this is data cleaning here sample. So this is the superstore data set you see here.

[1:10:34] the superstore data set you see here. So see here I was having separate files. Yeah these are separate files for south region, east region, west region, central region. Just now in the sample super data set all the data set all the

[1:10:46] all the files have come together. Okay. But uh suppose if you are having these kind of situation where you are getting the uh the orders uh data from various the uh the orders uh data from various regions so it'll be different files. So

[1:10:59] I can bring those uh let me see if I can make it bigger uh let me see if I can make it bigger for you.

[1:11:21] I have to check it. But here you can see that some of the files I brought over here. Okay. I connected with the Tableau prep. Then I did some uh cleaning here. Yeah. Some fixing some dates, renaming the states. Then I I combined this all

[1:11:37] these four files into one file. Yeah. So it was it is known as a data union here. We'll also talk about this data union in our Tableau desktop. And then I did some further cleaning here. I also added this returns table. You see here there's a

[1:11:50] separate returns table here. Okay. And that is how I'm doing this data cleaning in the Tableau prep. So this is a separate tool over here. Yeah. So this is what I wanted to show you here. Another

[1:12:06] uh Yeah, I can also make Yeah. Now I can make it here bigger. Yeah. Sorry. make it here bigger. Yeah. Sorry. Okay. So see this is that uh cleaning which I have done here. So here you can do many things in the Tableau prep. But

[1:12:21] if I'm coming back to this Tableau desktop here I show you some basic data cleaning which can be done over here in the Tableau desktop or Tableau public. So let's say uh [clears throat]

[1:12:34] I'm having this customer name over here. Okay, this is the customer name column. Now first of all if I click this ABC here ABC means text data type. If I click this ABC here I can see all the data types of uh tableau. So in the in

[1:12:51] the tableau data type we are having here decimal number whole number. Yeah just click this button any of this button. Okay. If I click this ABC button I can see here decimal number whole number date and time date string. Yeah, here it

[1:13:08] has identified string. String is tech data type. Then spatial boolean. Booleans means true and false. Then it has identified as default. Then there are also some geographical fields here. Geographical role, image ro blah blah

[1:13:22] blah. Yeah. So here it is identified it as string data type that is a text data as string data type that is a text data type. Now what I want to do here I want to create here two separate columns. I want to have one column of first name

[1:13:35] and one column of last name. I don't want to have a combined column here. So if I want to divide this one column into two columns or if I want to split this one column into two column that is possible here. What I

[1:13:50] have to do? I have to click this [clears throat] I have to click this drop-down here. Okay, click the drop-down here is a drop-own button in this customer name column. And then here when I click on

[1:14:03] the drop-down I'm having here options like rename, copy values, hide aliases, uh create calculated field, create group, split, custom split and describe.

[1:14:15] Yeah. Now before I split, before I use this split option, let me show you what is this rename here. Rename that's very clear that you can rename this thing. But let's say I'll show you one example here. Rename. Yeah. Now I'm opening this

[1:14:31] metadata again metadata table because I want to explain here that why Tableau has given you these two separate columns here field name and remote field name though they are having exactly the same fields but why these two columns are

[1:14:47] created here. So now I'll show you one demo. So here in the let's say we are having here row ID. Okay the the the original column name is

[1:14:59] row ID. Now I want to change it to row number instead of row ID. I want to change it to row number. So what I'll do here just like tableau uh PowerBI we can double click on that field name or column name. So here also I can double

[1:15:13] click I double click on the row ID. And now what I do instead of row ID I write down here row number. So see I double click on this title row ID and I have written here row number

[1:15:27] ID and I have written here row number instead of row ID. Press enter. instead of row ID. Press enter. Press enter. And now here you can see it is now row number. I have changed the I have renamed it column. Now see here it

[1:15:40] is row number. And now you see the difference here. See field name the first field name is shown as row number. But you see the remote field name it is still row ID. So now you have got that concept that

[1:15:52] why this tableau has given you two columns here because sometime if I change this uh column name then I should be knowing that what what was the original column name. Yeah. What was the original column

[1:16:06] name? So original column name will always be shown in the remote field name column. Yeah. You cannot change this one. You can change this one but you cannot change this one. Yeah. See I can double click over here.

[1:16:20] I can double click on the field name also here and I can change the name. But also here and I can change the name. But I think so here I cannot click. Yeah. Yeah. Here I cannot click on the remote field name. This will be permanent.

[1:16:33] Yeah. So that is the advantage that you get for the remote field name that you don't you lose your original column name. Tomorrow if you want to again go back to your original column name you can see okay huh it was row ID. So now

[1:16:46] you can again I can click on row number. I can again I can type here row ID. Row id press enter. And now you see it is row ID. Row ID. Okay. So that is the

[1:16:58] is row ID. Row ID. Okay. So that is the advantage that you get here. Okay. So this was one demo here. Now let us come back to the customer name. Here in the customer name I want to split this customer name into two parts. Customer

[1:17:12] first name and customer last name. So what we do? We click this drop-down and in the drop-down there are two options here. Split and custom split. So let us between split and custom split. First of all we'll go for split here. Split.

[1:17:28] Yeah. So click on the split button. After clicking on the drop-down in the button. When you click on the split button, what happens? Nothing happens. You see, you can see that oh Samu nothing has

[1:17:43] happened here. But now you go to the right hand side. Go on the extreme right of this table. Yeah, you can use this uh scroll bar. Go to the extreme right. And now here you'll be able to see these two columns

[1:17:57] here. Yeah, when you once you click on the split button in the customer name column, then you go on the extreme right of this table and here you'll be able to see customer name split one and [snorts]

[1:18:10] customer name split two. Yeah, see these names are given by Tableau. We have not given any name. These games are given by Tableau. Now here if I want to change the title here

[1:18:25] because see customer name split one customer name split 2 doesn't look good. What I can do? I can double click over here. Double click on the title and I can write down here customer first name and I can remove the split

[1:18:40] one. I don't like split one. So see I have changed the name here change the title of the column customer first name and similarly here I can double click and I can write down here customer

[1:18:54] last name and I can remove this split two press enter and see now my columns are ready. Yeah, in case of PowerBI also we have the split button. So I can divide the splitting

[1:19:12] seven options I think. So in case of PowerBI uh split by whole number and then split by uh characters and uh delimiters and

[1:19:25] options which are there in PowerBI for the splitting the column. So here this is how we go for the normal split. Now see what this split has done that here the splitting has has been done when there is a space over here. Yeah. So

[1:19:43] here we are having this space between the two columns here. Sorry between the splitting uh uh yeah when there is a space here. Okay. So that is how it has used this concept here. So this is the sorry

[1:20:00] these are the two separate columns and remember that the columns that you are creating here it will be always shown at the end. Okay so this is customer's first name customer last name uh let me see

[1:20:23] one important thing here you see that on the top area you can see this blue line here. Yeah there is a continuous blue line. continuous blue line. Okay. While here on these two columns

[1:20:38] there is no blue line on the top. Yeah. Here there is a blue line. Here there is no blue line. So what does this blue line indicates? So blue line indicates that all these columns are coming from the original

[1:20:53] data set. They are coming from the original data set. That's why it is original data set. That's why it is indicated by this top blue line. While these two columns have been created by us. Okay. So the columns which are

[1:21:09] created by us that is what you have also understood in this PowerBI the calculated uh column. Yeah. So these are your calculated columns. Yeah, here definitely I have not done I have not put up any function here. But still I

[1:21:23] have created this column on my own. That's why at any point of time if you are getting confused that which columns are created by me and which columns are can use this blue line here. Blue line

[1:21:36] original data set. When there is no blue line, it means that these columns are created by us. Whether it is created by splitting or whether it is created by calculated field or calculated column

[1:21:49] that's a separate thing. Okay. So that's why these are the two columns which are not having that blue line. [snorts] So this is one splitting there's a normal split. Now another example

[1:22:03] custom split. Okay custom split. So suppose here if you come to this left hand side area if you click on this order ID. Now as I said earlier that order ID is consisting of three parts here. The country ID or country short

[1:22:19] here. The country ID or country short form US or CA the year form US or CA the year year and the last six digits here. Okay. So there are three parts over here. Now

[1:22:31] Now what I want to do that I want to create one column. Yeah. and I want to get only the initial two alphabets in that column. Okay, just now in this order id column I'm having all the three

[1:22:47] parts but I want to create one column where I want to see only the initial two where I want to see only the initial two digits US or CA. Okay. So if I want to digits US or CA. Okay. So if I want to extract only uh one portion of this uh

[1:23:00] whole series, what I can do? I can go to this order ID, click the drop-down here and in the drop-down, I go to this custom split here. Okay, I click on the custom split because if I go for split, let us also try what is the split? If I

[1:23:17] click here, split here. Yeah. So split I have used. Now let me go to the right hand side here. So see in the right hand side what has happened here it has now created here three columns for the order order order

[1:23:30] ID I have used the split option. So order ID is split one order ID is split two and order ID is split three. So what it has done that wherever you are having the dash at that point the splitting has taken place. Yeah the splitting has

[1:23:45] taken place at the dash dash is your delimiter or space is also your delimiter. So it has done the splitting over here. But here we have got how many columns? Three columns because there are two dash. Now suppose if I don't want to

[1:23:58] have all the three columns. I want to have only one portion that is this US or CA. What I can do here? I can come to this order ID. I click on the drop-down

[1:24:11] and in the drop-down I click this custom split. Okay. I the custom split. in the custom when I click on the custom split I'm having this dialog box what it says how should this data be split use the separator so here I have

[1:24:28] to tell Tableau that what kind of separator I'm having here so here we are having the separator that is dash so in the use the separator I have to put here dash I have to type here dash if you are

[1:24:44] having space you press space bar. If you are having comma, you you press here comma. So use the separator. I put here dash. Type here dash. Now here it says split off. In the split off, if I click the drop-down,

[1:25:00] split off, first, last and all. Now what is this first, last and all? So see here how many dash I'm having here. There are two two dash here. So now I can also

[1:25:12] tell Tableau that where the splitting should take place. whether the splitting should take place at the first dash or first delimiter or the last delimiter or

[1:25:24] all delimiters. Yeah, the split off is talking about the where do you want to do the splitting at the first delimiter or last delimiter or all delimiters. So suppose if I go for first okay because I want to extract

[1:25:40] first okay because I want to extract only this US and CA I I go for split off at first delimiter then it is asking me okay how many columns you require. Okay now see if I do the splitting here.

[1:25:53] here then I'll be having actually two columns. One column will contain the USCA and the other column will contain this another portion.

[1:26:08] Okay, one column will contain this USCA and the second column will contain this 2021-103800 0 because see here I have not done the splitting. I'm telling the tableau that please split do the splitting at the

[1:26:22] first delimiter. So split off first. Okay. and I I and I want to get only this first column here. Okay, because I want to get only this US

[1:26:34] Okay, because I want to get only this US and CA. So I'll be saying here first one Okay, split of first and one column. I click on okay button. And when I click on okay button, now let me go to the uh right hand side extreme right.

[1:26:49] And you see now if you go to the extreme right we are having only one column here because see these three columns I created by using the simple split option but this column order ID is split four this I created only with the custom

[1:27:04] split and I said that I want to see only one column. column then I would have seen here two columns. One column will contain USCA columns. One column will contain USCA and the second column will contain 2021-

[1:27:18] something. Okay. But I said no no I want to go for only one column. So I can see only one column here. Yeah. So that is how you are using the custom split here. So you can tell Tableau that where do you want to have the splitting first uh

[1:27:35] delimiter or last delimiter or all delimiters and then finally how many have one column or two column or three column. Yeah it all depends upon the column that we require. Okay. So I hope that this is clear. So

[1:27:54] here you can do these kind of simple data cleaning. You can uh rename the uh column names over here. You can do the splitting. Okay. Definitely you can also create here calculated field. Calculated field

[1:28:08] the names are different. In case of PowerB it is known as calculated column. While here in case of Tableau it is known as calculated field. Yeah, just talking about this calculator field when the topic will come up. This group and

[1:28:23] beans also we'll be taking uh at the appropriate time. Yeah, aliases means different names here. Suppose if I click on aliases.

[1:28:38] Let me do one thing. If I click here row ID and let me write down here row number. low number and now if I click on low number and now if I click on drop-down and if I click on aliases

[1:28:53] yeah here there's no aliases here normally if see for aliases means I can I can give some name here let's say instead of this sheep mode in the ship mode I'm having the standard class but sometimes I people they also write down

[1:29:07] something else instead of standard class it will be uh standard type let's say okay so if it is standard type instead of uh yeah that's a alias for standard class then I can see here that what kind of aliases are available here just now

[1:29:22] in this example there is no aliases aliases means different names okay for the same thing what are the different names even but here there is no aliases names even but here there is no aliases so it is currently blank yeah so we

[1:29:34] [clears throat] can do the splitting we can also hide the column here okay so now uh first of all let us uh connect our sample supertore data set that we

[1:29:46] our sample supertore data set that we created that we had seen yesterday. So it's a excel file as we know. So we'll be clicking on Microsoft Excel and then be clicking on Microsoft Excel and then I'll be selecting that file sample super

[1:29:59] store 2024. Okay. Click on open. So in the customer name column as you know if you want to do the splitting we want to have first name and last name. So I can click on this drop-down over here in the customer name and I can click simply the

[1:30:15] split. Yeah because I don't want to go for any custom split. I want to go for split only. So I click on split. And once we click on split for the customer name. Now we can go on the right hand side. And here we can see

[1:30:28] right hand side. And here we can see those two columns that we have created. Okay. And I also showed you that we can here do the renaming. [sighs] Then yesterday I we also discussed about

[1:30:40] this blue line. So blue line I said that if you are if any column is having a blue line on the top [clears throat] it means that that column is already coming from the original data set. Okay. While these two columns are not having that

[1:30:54] blue line on the top. So it means that these two columns are created by us. Okay. They are not coming from the uh original data source. Now uh suppose if I want to delete these two

[1:31:07] columns. Yeah. So I can click on this uh I can Yeah. So I can click on this uh I can select by pressing the shift button sorry control button. So please press the control button and you can select

[1:31:20] these two columns if you have created otherwise you can see over here. So press the control button and select these two columns. And now I can click any one of these drop-down. And when I click on the drop-down, you can see that

[1:31:34] I'm having here rename option, copy values, hide and delete. Okay, specifically I'm having this option of delete.

[1:31:46] I will not click here just now delete. But suppose if I click this opt this column let's say profit column. suppose okay I select the profit column I click on the drop-down now in the drop-down here in the profit column

[1:32:02] I do not see the delete column delete option here yeah I go for any column the product name also if I click the drop-down I do not see the delete option

[1:32:16] I am having only the hide option okay and plus other options are also there but there is only hide option there is no delete option no delete option So what does it mean? It means that

[1:32:28] whichever the columns are coming from the original data set, those columns cannot be deleted here. Okay. They will stay permanently over here. Definitely you can hide the column. Yeah. Suppose if you don't want

[1:32:44] to see let's say this category column suppose. Okay. I don't want to see the category column. So I can simply I cannot delete it. I can click on the drop-down. I can click on hide. Okay, I click on hide. So see now my category

[1:32:59] column is now hidden. Okay, but I cannot permanently delete it. What I can do here? I can delete only these two columns which are created by these two columns which are created by us. So I'll select this customer name

[1:33:13] split one. I'll press the control button and then I'll select the second column. So two columns I have selected by pressing the control button and then I click on one of these drop-down and I can click on delete. Okay. So these two

[1:33:27] columns I can delete. I click on delete and you see that now those two columns Okay. Customer name split one and customer name split 2 they are gone.

[1:33:39] Okay. Now here I have already hidden the category column. Okay. Now if I want to uh bring that column back. Okay, I don't want to hide that column category

[1:33:51] column. I want to bring that column back. So what I do? back. So what I do? I have to click on this gear icon here. I have to click on this gear icon here. Okay, let me start my marker here.

[1:34:13] and when I click on the gear icon here you see here it is written show aliases and show hidden fields. Okay. So suppose if I click on this drop if I click on this uh gear icon and if I click on the show hidden fields if I click it then I

[1:34:29] can see here that my category column is now hidden but it is I'm still able to now hidden but it is I'm still able to see that category column here you see. And now if I want to unhide this column, category column, I can click on the

[1:34:43] drop-down here and in the drop-down I'm having the option of unhide. Unhide. Okay. So I click the drop-down. I click on unhide and now you see the category column is now not hidden. Yeah. Now it is available here. Okay. So

[1:35:00] columns which are coming from the original data set original data source they cannot be permanently deleted from the tableau in the tableau they can be hidden if you don't require that field you can hide that field but you cannot

[1:35:15] delete anything and the same concept is also there in case of powerbi if you know this thing in powerbi also whichever columns are coming from the original data source I cannot delete it yeah I can hide those columns Okay. Uh

[1:35:30] yeah I can hide those columns Okay. Uh but I cannot delete those columns. Okay. I can uh and the columns which are created by me let's say in PowerBI also we are creating the calculated column. So those columns can be deleted by us.

[1:35:44] Yeah that is fine. But I cannot delete the original columns. the original columns. So this is the concept of hide and unhide. Yeah. anytime if you're having any issue let me know. Now uh

[1:36:03] one more thing here that I want to show you now see here we are having the table over here. Now yesterday I showed you the other two uh tables also that is

[1:36:15] the people sheet and the return sheet or people's table and the returns table. Now what I want to do that I want to bring these two tables also over here in this area. Okay. Now, if you remember yesterday, I

[1:36:29] showed you that there is a common field between the orders table and the people's table. Do you remember the common field between the orders table and the people's table? Yeah. So, there was a region column

[1:36:42] which was common between the orders table and the people's table. And now, now the second question is coming over here that what was the common field between the returns table and the orders table. There was

[1:36:55] also one common field between the returns table and the orders table. So uh order ID. Okay. So now what we want to do that we want to bring these two tables also over here. And uh definitely because there is a common field. So

[1:37:11] there will be some kind of a join over here. Okay. We'll be connecting one table with another table with the help of a join. So what I'll suggest you that of a join. So what I'll suggest you that if you want to create a join then

[1:37:25] uh if you put your pointer over here okay when you put your pointer on the okay when you put your pointer on the orders table what it says here logical table equal to orders and then it says here doubleclick this logical table to

[1:37:38] see its physical table. Okay. So it is telling us to doubleclick this logical table to see its physical table. So remember that whenever you want to see the concept of join yeah between the two tables then you go for

[1:37:51] the physical table or you go to the physical layer. So what you have to do here in this orders table you have to double click just double click this orders table and when you double click the orders table now this you see that

[1:38:04] the orders table now this you see that something has changed here. Yeah let me delete it again. Here I'll I'll double click this orders table and now it says here order is made of one table. Okay. Now this is a physical table or physical

[1:38:19] layer you can say something like that. Now orders is there. table then it will show you like this. Now what I'll do I will bring this people's table here. Okay. I'll bring the people's table here. And you see

[1:38:35] when you bring the people's table here first of all it says here drag table to union. Now I'll also today I'll also talk about don't want to union. You bring this table over here the people table. Okay

[1:38:49] bring it on the right hand side of this orders table and then you drop it here. Okay drop it over here. When you drop over here, when you drop the people's table over here on the right hand side of this orders table, you see that now

[1:39:03] people's table is connected with the orders table like this. And this is your join. Okay. This is your join here.

[1:39:18] the people's table. Yeah. And this is a join. Now, if I click on this join. Yeah. Just click on this join. And when you click on the join, you can see that there are these four types of join. Inner join, left

[1:39:32] four types of join. Inner join, left join, right join and full outer join. By default, it is showing you here inner join by default. Okay. So this is the inner join. Inner join means it is taking only the

[1:39:46] uh fields or rows. So it is taking only the records or rows which are common between both the tables. Now are you having the concept of uh or

[1:39:58] do you know the concept of these joints because these joints also comes in uh PowerBI maybe uh you must have been taught the merging of the tables. Yeah, merging queries. So maybe during the merging queries this uh joints must have

[1:40:14] been discussed but just I want to check that whether you know this concept of these four kind of joints. Inner joint, left joint, right joint, full outer concept then I I will not repeat that thing. But uh if you want I can also

[1:40:30] discuss this four kind of joints. Yeah, because this concept must have been because this concept must have been taught in please discuss. Okay, no problem. So then let me go to this presentation here

[1:40:46] of simply learn. So you'll also find this presentation with you. So let me uh yeah here in this presentation it is

[1:40:58] discussed. Okay, you see here that in the orders table and the returns table, we have created this join and by default it is showing you this here between the returns table and the orders table that is the order ID. Yeah,

[1:41:13] here it they have taken first of all the returns table. We took just now people's returns table. We took just now people's table but the concept is same. Yeah. So between the orders table and the returns table. And [snorts] these are those four

[1:41:26] joins that we have also seen in our uh tableau. And the common field here is order ID, order ID. Now let us understand these uh joints here. Okay. So here they have given an example where there are two tables here.

[1:41:43] One is known as your left hand side table which is having the product sales. So there is a product ID, sales, number of records. Okay. And there is another table which is known as right hand side table which is having the product

[1:41:56] profit. So here also you are having product ID, profit and number of records. Okay. Now here which is the common field between the two tables that is the product ID.

[1:42:14] here. Otherwise if you see the sales yeah uh definitely the number of records we cannot keep it over here common field because this product ID product ID is a common field here. Now let us understand what is this left join. Okay. So what is

[1:42:30] left join that in the left join it will take all the values of the left hand side table or it will take all the records. I I would be very specific here that it will take all the records of the left hand side table and from the right

[1:42:46] hand side table it will take only those records which are common with the left hand side table. So let me show you the uh the diagram here. See

[1:42:58] this is the left hand side left join here in the left join you can see that here in the left join you can see that the left hand side circle is full. Yeah. So when it is full it means that it is taking all the record of the left

[1:43:10] right hand side table or right hand side circle it is taking only the the records which are common which are common between the two tables. So here in this

[1:43:23] presentation if I go for the left hand side if if I go for the left join then it will take all these records of the left hand side table. Yeah. And from the right hand side table it will take only those

[1:43:37] side table it will take only those records which are common between the two tables. So which are the common product ID? You see here 6 7 8 9 10. Here also we have 6 7 8 9 10. So from the right hand table on it will only take these

[1:43:51] side table it will take all these records whether they are matching or not matching it doesn't matter. So this is known as left join because we are taking all the record from the left hand side. Yeah.

[1:44:05] Then comes right join. Right join is just opposite to left join. In the right hand side join it is taking all the record from the right hand side table and from the left hand side table it is only taking those records which are

[1:44:21] matching with the right hand side table. So here also the records which are matching are 6 7 8 9 10. Yeah. Here also you have 6 7 8 9 10. But from the right record whether they are matching or not matching it doesn't matter. But from the

[1:44:37] left hand side table it will take only those records which are matching with the right hand side table. So this is known as right join. Then comes inner join. What is the inner join here in our table? If you see the inner join here.

[1:44:53] So inner join means it is taking only the matching record here. Yeah this is inner join. This is your inner join. matching records. So here in the presentation if you go for the inner join then it says here the

[1:45:07] result of the inner join will include common data present in both data set. So the records which are common between both the tables only those records will be taken. [snorts] So here records like uh product ID 6 7 8 9 10 here also we

[1:45:24] have 6 7 8 9 10 they are common. So only this five records from the left hand right hand side table will be taken which are common. This is known as inner which are common. This is known as inner join. Okay. And the last one is very

[1:45:39] very simple full outer join. Yeah. When you see the diagram also here if you see the diagram of full outer join it is both the circles are blue. Yeah. So what

[1:45:51] record from both the tables whether they are matching or not matching it doesn't care. So it is taking all the record from the left hand side table all the record from the right hand side table and that is known as full outer joint.

[1:46:08] In case of PowerBI just to give you an uh uh the differences here in case of PowerBI there are two more joints. Left ent right ent.

[1:46:20] Okay. Left ent and right anti there are two more joints here. In case of Tableau we are having only four. So suppose if I want to uh tell you what is left anti- want to uh tell you what is left anti- join. Left anti- join means that

[1:46:35] join. Left anti- join means that it will take only those records from the left hand side table which are not matching with the right hand side table. I repeat in the left NTA it says here

[1:46:51] that it will take all the record from the left hand side table which are not matching with the right hand side table. So which are not matching here the matching records are 11 12 13 14 15. Yeah these five records are not

[1:47:05] when [snorts] I go for left anti- join then it will take only these five then it will take only these five records 11 12 13 14 15. Yeah only these records 11 12 13 14 15. Yeah only these records will be taken from the left hand

[1:47:19] side table but from the right hand side table it will not take any record. It will not take any record. This is known as left ent. Left ent. And the another concept in PowerBI is

[1:47:34] known as right ent. Right entry is just opposite to left ent. What is right entity? Right entity will take only those records from the right hand side those records from the right hand side table which are not matching with the

[1:47:48] left hand side table. So here you can see that these five records 1 2 3 4 5 product ID these five records are not available over here. Yeah they are not matching. So when you go for write entity then it will take only

[1:48:04] yeah it is known as write mouse write ent

[1:48:23] entity means it will take this those records from the right hand side table hand side table and from the left hand side table it will not take any record. It will take only from the right hand side table and that is known as right

[1:48:38] entity. Yeah, this is just for your information. Yeah, but in case of tableau we have only these four kind of join. Inner joint, left join, right join join. Inner joint, left join, right join and full outer joint. Okay,

[1:48:53] and full outer joint. Okay, good. So what we'll do here you can decide whether you want to go for inner join or left ant or right ent or full uh full outer join. See it all depend. See whatever the join you select here

[1:49:08] accordingly you will see here that the number of rows uh number of rows will increase or decrease. Let me show you here. If I go for inner join, you see here, if I go for inner join, then the

[1:49:25] number of fields are 23. Now, why there are 23? Because initially out orders table was only having 21 fields, 21 columns. But now it is showing you showing you 23 fields. Why? Because there are two fields which are coming

[1:49:38] people's table. How many columns are there in the people's table? Two columns are there. that is the manager column and the uh another column is the region column. See here you can see if you go on the

[1:49:53] side you can see here these are the two columns which are coming from the people's table. So regional manager and region bracket people. You see how it is written here

[1:50:07] region bracket people. In the original table it is not written region bracket people. It is simple written people in the original table, the Excel table. But here it is showing you read regional manager and region

[1:50:23] bracket people. Why region bracket people? Because first of all you remember that two columns cannot have the same name. have the same name. So here we are

[1:50:36] have the same name. So here we are already having the people column. we are having in the orders table. So here in this column which is coming from

[1:50:48] the people's table I cannot write here simply region it will be written like this only region bracket people. So it is showing us that this region column is coming from the people's table. Though above also it is written here people but

[1:51:01] this is how it is written. Yeah. So two columns are coming from the people's from the orders table. That's why you can see that the 23 fields are available currently. What is the number of rows? 10,194

[1:51:16] rows. Okay. Now suppose if I select here left join. Currently it is inner join. If I click here left join in the left join also the number of rows are same. Let me click here right join.

[1:51:32] Right join also same and full outer will also be same. Okay. So it doesn't matter here. But in other example you will see further. Let us see with other thing. So just now what we are doing we are going let's say for the inner join just for

[1:51:46] the example purpose. Yeah you can also close this one. the people's table. Now what we'll do we will bring this returns table. Okay this

[1:52:01] returns table also we bring it over here and we drop it somewhere over here. Okay, we drop it somewhere over here. So now when you bring the returns table here, returns table is also connected with the orders table.

[1:52:15] And you see here as soon as the returns table is connected with the orders table, what kind of join it is creating? It is inner join. Okay, it is inner It is inner join. Okay, it is inner join. By default, it is inner join. So

[1:52:29] this is showing you the common field. Yeah, when you click on this uh vend diagram, you can see here order ID, order id. This is the common field between the orders table and the returns table. That's fine. But here just now by

[1:52:42] default it is inner join. And now you see here the number of rows. See it has drastically reduced. See number of fields are 25. Now why there are 25? Because two fields have come from the returns

[1:52:57] table. If you go on the right hand side go on the extreme right you can see that these two columns return column and the order id column are coming from the returns table. So that's why now we are having total 25 fields 21 + 2 + 2. So 25

[1:53:15] fields are there total in now this whole table. Yeah. And the number of rows are table. Yeah. And the number of rows are very very low now. 3,226 rows. It is just 1/3. Initially, how many rows we were having here? 10,100

[1:53:30] something. Now, if I want to increase this number of rows. Yeah, I can go over here in this returns when diagram this uh join. And what I'll

[1:53:44] Instead of inner join, let me go for left join. then you will see here that the number of rows will increase. So let us click of rows will increase. So let us click here left join

[1:54:00] join now the number of rows have increased 12,620 rows. Let us see what happens with the right join. If I click on right join,

[1:54:12] right join it is same 3,226. And if I go for full outer, And if I go for full outer, full outer also it is 12,620. So I would suggest you let us go for lab join here for this second thing left

[1:54:27] join here for this second thing left join. Okay. So the number of rows have increased. Okay. Instead of 10,000 something now we are having 12,000 something. Good.

[1:54:39] Good. So this is how we can do the we can uh So this is how we can do the we can uh join the various tables with this table. join the various tables with this table. See joins are uh dependent on what kind

[1:54:52] See joins are uh dependent on what kind of analysis you want to do. Okay. If you say that I don't want to uh let's say I want to focus only on those kind of data which are common between both the tables then you go for the inner join.

[1:55:08] But if you say because see this orders table I feel that this orders table is table I feel that this orders table is having all uh the majority of the records. Okay. So normally it is suggested normally I'm using the word

[1:55:21] normally it is suggested that we people they go for the left join. Yeah. If your orders table is your fact table then you go for the left joint. So you take all the record because see you

[1:55:34] don't want to miss those records of the fact table. You want to take all the records of the fact table. So you normally you go for the left join but sometimes it happens it it all depends upon the the use case that if you say

[1:55:48] data set which are common between the both the tables. I want to only focus on those order ID which are common between the returns table and the orders table. the returns table and the orders table. Then you can go for here inner join.

[1:56:03] Then you can go for here inner join. Yeah. Now here if you we have done the joining. Okay. Now if I go on the right hand side extreme right. hand side extreme right. Yeah.

[1:56:20] see here null null null because there are some records. Uh yeah there are some order ids which are not available in the returns table but they are available in the orders table. I repeat here if you go to the extreme

[1:56:37] right you will see here null null null in the returned column in the order ID in the returned column in the order ID of the returns table. Why? Because there are some order ids here which are not

[1:56:50] available in your returns table but they are available in your orders table. are available in your orders table. Now how it is possible? order ids which are available in the orders table but they are not available

[1:57:04] in the returns table. Items which are uh let's say uh which are order definitely yeah all all orders are not written okay because

[1:57:19] with the orders so they would not like to return. Okay. But uh remember that I to return. Okay. But uh remember that I I I saw one story uh it was real story I I saw one story uh it was real story that

[1:57:34] people. I don't want to name them. I don't want to name the country also but don't want to name the country also but uh they had done a big scam of just they earned the money uh uh based on the returning of the product. They actually

[1:57:48] never returned any product but they showcased that they had returned the product to XY Z company and the company had paid the money. Yeah. But actually after two two to three years the company realized that something was wrong. Okay.

[1:58:04] And there was a huge amount which they had earned out of that. Yeah. So there had earned out of that. Yeah. So there are very very smart people in this world who can do this kind of activity. Okay. that uh because what happen that let's

[1:58:17] say if we are talking about Amazon Amazon is uh they are sending the product but the returning of the product is taken care of by another company and sometimes there is no communication between that uh the third party and this

[1:58:30] Amazon so Amazon feel that okay this person has written the product but the the third party has not received that product and Amazon is paying some money so something like that so something is happening over there so many people they

[1:58:43] people but some of the people they have misused this system and they were earning money out of that okay definitely we should not be going for that but uh yeah so definitely there are products which are not returned yeah not

[1:58:59] definitely here we are having this null null null [snorts] now uh see here we can see that first of all we are having all the columns of the orders table and then we are having

[1:59:14] these two columns of people's table and then we are having the two columns of then we are having the two columns of the returns table. Yeah. Now let us click on this gear icon. Yeah. Just click on this gear icon

[1:59:26] Yeah. Just click on this gear icon again. If you click on the gear icon aliases. How to create the aliases and what is the use of these aliases. But we have already seen this show hidden fields. Yeah. because we had uh hidden

[1:59:41] one field and we have we want to uh we wanted to unhide. So we already know this hidden fields. Now we focus on this area sort fields. So if I if you want to do the sorting here just here only in this table in

[1:59:57] this uh window if you want to do the sorting of the fields then by default the sorting is done in uh uh uh the sorting is based on the data source order. data source your original source your Excel file so whatever the uh the

[2:00:13] sorting is there in the original source the same sorting is also over over here yeah so that is what we mean by the data source order but suppose if you want to go for let's say ascending you want to have all the fields in ascending order

[2:00:28] have all the fields in ascending order so we can click on this A to Z ascending okay I can click here A to Z ascending and now what happens here when you click on A to Ascending. You see here it is starting from category, city, country,

[2:00:41] oblique, region, customer ID, customer name blah blah blah. Then comes here order ID. You see here order date, order ID and then this other order ID is also available over here because they are sorted in ascending order. So this order

[2:00:56] ID is coming from the orders table and this order ID is coming from the returns table. Yeah. So these two order ids are together. Then the region column. You see the region column. The two region columns.

[2:01:10] One from orders table from one from the people's table. They are also shown together. And finally which is the last column here in the ascending order subcategory the last column. Okay. So it starts with category column and it ends

[2:01:25] with the subcategory column. So so this is your if you click on the gear icon this is your A to Z ascending. Similarly, if you click on Z to A descending. Now, if you click on Z28 descending,

[2:01:38] definitely subcategory will be shown first. Just reverse and the category will be shown at the bottom. If you click the gear icon again, then the next option here is A to Z ascending per table.

[2:01:54] Now, what is the difference between A to Z ascending and A to Z ascending per table? You see when you go for A to Z ascending what it will do if you are having here three tables and whatever the number of columns you

[2:02:06] are having all the columns will be sorted together if you go for A to Z ascending or A to or Z to A descending but when you want to do the sorting per table let's say you are having orders table orders table is having 21 columns

[2:02:21] or 21 fields you want to do the sorting only of the orders table then you want to do the sorting of the people's table then you want to do the sorting of the returns table. If you want to do the sorting individually per table then we

[2:02:34] we can go for this option. Let's say A to Z ascending per table. If I click it. So now here in A to Z ascending per table it starts with category

[2:02:47] and it ends over here with subcategory. Okay. So this is your orders table. Then comes the people's table. In the papers table also first of all we are having region and then regional manager and

[2:03:00] the returns table also we are having here order ID and then returned. Yeah. here order ID and then returned. Yeah. So here it is A to Z ascending per table. And similarly we can go for Z to A descending per table.

[2:03:15] But what I'll tell you here don't change any of these sorting fields. You go with the default one data source order. I'll tell you why why why this is not important. Yeah, I let's click again here data

[2:03:30] source order this option data source order. Okay, why this option is not that much important. Yeah, just now see when you are focusing only on this area then you can go with these options that is fine. But now what we'll do that

[2:03:49] once we have connected these three tables with each other. Yeah. Now let us go to the uh we go to the visualization area.

[2:04:01] Okay. So how to go to the visualization area? You can see here at the bottom area. Yeah. Here on the uh bottom left corner here it is written here sheet one. Yeah. Below.

[2:04:15] Okay. And what it says here go to worksheet. Okay. So now if you want to we have done we have connected the data set here we have we have done the joining here. Yeah. Now we want to start the uh data visualization. Yeah.

[2:04:30] Yesterday we saw that there is not that much of data cleaning to be done in this Tableau desktop or Tableau uh public. The major cleaning can be done in the Tableau prep but that's a separate tool. So now we want to start with the

[2:04:45] visualization process. So what we'll do we will click here below left hand side bottom area sheet one I I click on sheet one and when I click on sheet one now we one and when I click on sheet one now we are in another window

[2:04:59] are in another window you see here this is another window you see here this is another window and in this window you can see that now and in this window you can see that now on the left hand side we are having this

[2:05:11] data panel [snorts] okay now just you compare it with powerbi In case of PowerBI,

[2:05:23] data panel on the right hand side while in case of Excel uh sorry this Tableau you are having the data panel on the left hand side that's the difference okay this is one of the difference you remember this differences as I said

[2:05:36] yesterday that this this can be asked in interview if you're appearing for anything yeah so this is the data panel Now here there is also some difference here if you compare with PowerBI. So in

[2:05:52] PowerBI what happened that whatever the fields which we are having whether it is numerical field or whether it is categorical field or whether it is geographical field all the fields are shown together

[2:06:04] in power way and all the fields are shown in ascending order. Yeah it shows it always start with the alphabet A and then it ends with zed. Okay. So it shows

[2:06:16] then it ends with zed. Okay. So it shows in the uh ascending order but all the together. Now here in this

[2:06:31] first of all we are having the orders table. In the orders table subcategory. These are all the fields which are coming from the orders table. Then we are having the people's table. So these are the two fields of the

[2:06:46] seen. Returns table is has also having these two fields. Now you see here again below it is showing you again below orders table. Here also there is orders table. Here also below there is

[2:07:01] orders table. Yeah. And in the orders table here it is showing you here table here it is showing you here discount, profit, quantity and sales. Yeah. So what is doing here in case of Tableau that all your numerical fields

[2:07:15] are shown separately here they are not mixed up they are not mixed up with these other fields while in case of PowerBI all the fields are mixed up but in case of Tableau this uh this four numerical fields which

[2:07:31] we are having here discount profit quantity and sales yeah they are shown separately. Suppose if your people's table and the returns table is also having some numerical field then they will be also shown over here separately.

[2:07:46] will be also shown over here separately. Yeah. So in case of now tableau now the concept comes over here. Very very important concept. In case of tableau important concept. In case of tableau let me show you one concept here.

[2:08:00] Yeah. So in case of Tableau we are having one con two concepts here. One is known as dimensions and another one is known

[2:08:12] as measures. Okay. So dimensions and measures. what is this dimension and what is this measure? Yeah. So here it says

[2:08:28] dimensions contain Yeah. Dimensions contain qualitative values. Just remember the word dimensions means qualitative values and measures means quantitative values. So dimensions contain qualitative values

[2:08:43] such as names, dates or geographical data. Yeah. So here in our example if you see the data set we are having here city, category. Yeah. Even customer

[2:08:57] city, category. Yeah. Even customer name, order date, order ID, postal code. name, order date, order ID, postal code. These are all qualitative data. Okay. Product ID. Yes, you can see here that product ID.

[2:09:10] But our product ID is combination of some text, some year and some numbers. categories. So we saw yesterday the three categories office supplies,

[2:09:23] technology and furniture. So whenever you are having these different categories okay or different customer names will be different okay the ship mode is different that we there are various kind of ship mode like same day

[2:09:37] first class second class yeah likewise then ship dates are also different. So whenever you are having these kind of fields they are known as dimensions.

[2:09:49] They are known as dimensions. And if you are talking about the numerical field, field, discount, profit, quantity and sales. They [snorts] are known as measures. Okay. So you have to remember these two

[2:10:03] words here uh here that is dimensions and measures. What are measures? Measures contain numeric quantitative values that you can measure. Measures are aggregated by default. aggregated by default means and

[2:10:18] we will see further that if I take the sales value if I take the sales field it will be doing the summation. Yeah, in case of PowerBI also you saw that when we are taking the any numerical field it will by default do the aggregation sum.

[2:10:32] Okay, it will sum all the sales, it will sum all the discount, it will sum all the profit that is the default characteristic of a numerical value. So here also our measures when we use the measure in the visualization it will do

[2:10:46] the aggregation. Yeah we we'll see today only. Yeah. What is dimension? Dimension means you remember the example of dates names categories.

[2:10:59] Yeah geographical data like city. Yeah country. These are all the examples of dimensions. Okay. Now if you focus on this right hand side area you see that this area

[2:11:18] this area okay these are all your dimensions okay and if you see the color of this data type or this icon here the color of these icons are blue color yeah they are all blue color here the icons I'm

[2:11:34] talking about while if you focus on this area. Okay, you see the color of this data type, color of this icon, they are green color. So what is this blue color and what is this green color here? Okay, so

[2:11:49] now we'll discuss this point here. Yeah, because they are identified separately because they are identified separately here. Okay. So if if if you want to color then let us come back to this area. Yeah, this you see this is the if

[2:12:04] you want to have this article I can put it over here in the chat panel. Yeah, so that you can refer it later on. So here it says blue versus green Yeah, that is what we want to discuss now. Tableau represents data differently

[2:12:21] in the view depending on whether the field is discrete or continuous. Now there are two more words here. Initially we saw this dimensions and measures. So

[2:12:33] dimension is having qualitative value and measures is having quantitative and measures is having quantitative value. Okay. While here continuous and value. Okay. While here continuous and discrete dimension and measures

[2:12:45] they are very clear. But now comes here continuous and discrete. These two words also they are that also you have to remember. What is continuous? Continuous means here it says continuous means forming an unbroken hole without

[2:12:59] interruption. These fields are colored green. When a continuous field is put on the rows or column shelf, an axis is created in the view. Yeah. First of all, let us read this line and then I'll explain.

[2:13:13] Discrete. Discrete means individually separate and distinct. These fields are colored blue. when a discrete field is put on the rows or column shelf, a header is created in the view. So in simple words, if I want to

[2:13:29] explain you what is discrete and what is continuous, discrete means you're talking about the customer name, let's say. Okay. So customer names will be separate. It is discrete. Okay. If you talk about uh categories, subcategories,

[2:13:45] uh ship mode, they are all discrete. Yeah. uh one category will be totally different from the other category. So [snorts] that is known as discrete while continuous example will be let's say temperature

[2:13:58] okay example is temperature will be let's say it will be 10.1 10.2 10.3 10.4 let's say it will be 10.1 10.2 10.3 10.4 10.5 yeah and so on then it will be 11.1 10.5 yeah and so on then it will be 11.1 11.2 11.0 0. So it's a continuous value.

[2:14:13] If we talk about pressure, pressure whatever the value of the pressure will be there, that will be also continuous value. Okay? If I'm talking about the marks also marks of the uh marks in the exam, they are also

[2:14:27] continuous. Okay. So normally you remember like this that whichever remember like this that whichever fields which are having numbers fields which are having numbers they are by default continuous.

[2:14:41] Whichever fields are having numbers they are by default known as continuous are by default known as continuous field. So normally all your measures field. So normally all your measures all your measures are by default

[2:14:54] continuous because measures are containing the numerical field numerical value. So by default measures will be continuous continuous and by default dimensions

[2:15:07] yeah dimensions will be by default discrete because dimensions I gave you that example here names dates geographical data yeah they are all separate they are all separate from each other so they are by default discrete

[2:15:23] okay so remember like this that dimensions are by default discrete measures are by default continuous. Okay, by default you use that you uh Okay, by default you use that you uh remember that word by default. But

[2:15:38] but here we can see that discrete dimension and continuous dimension. Now see I said that dimensions are by I by are by

[2:15:50] default discrete but here it is also showing you an example where dimensions are also continuous. Okay. So I can convert remember one sentence. I'll also show you practically that dimensions which are discrete by

[2:16:06] that dimensions which are discrete by default. I can also make it continuous. See here you can see this order date. What is order date? Date is a discrete value. It's a me it's a dimension. So normally the date will be discrete

[2:16:20] because it's a dimension. But I can also convert the same date into a continuous Yeah. But I'll show you this thing practically in the tableau.

[2:16:32] Now measures measures are by default continuous. So here we can see sum of continuous. So here we can see sum of profit. This is a continuous measure. But a measure can also be discrete. A measure can also be converted into

[2:16:45] discrete value. So that also we'll say practically. practically. Okay. So a dimension will be by default discrete. But a dimension can also be converted from discrete to continuous.

[2:17:00] And when the dimension is converted from discrete to continuous, what is the discrete dimension? Discrete dimension is always shown in blue color. But as soon as you convert the dimension into continuous value, you see here the color

[2:17:15] is now green color. Okay? And when the measure is continuous by default the measure color will be green color. But when you convert that measure from continuous to discrete the

[2:17:28] color will change from green color to blue color. blue color. So I would say that I I I can think that it will not be so easy to understand this concept but once we'll go for the

[2:17:41] understand this concept. Okay. But at least you remember these four words dimensions, measures, discrete and continuous. Yeah, just take these words

[2:17:53] here. Okay, discrete means they are separate. Okay, while continuous means it's a continuous value. Okay. And as I said that dimensions are by default discrete and measures are by default continuous. But a dimension can also be

[2:18:09] converted to continuous value and [snorts] a measure can also be converted examples over here. Yeah. But you can check this uh this uh link also which I check this uh this uh link also which I have shared over here. Yeah. Okay. Good.

[2:18:23] So now let us come back over here with this theory part. So here you can see that all these dimensions yeah which are by default discrete. So they are shown in blue color and they are shown separately here. While the

[2:18:37] measures are shown separately and measures are by default continuous so they are shown in green color. Okay. So this is just the difference between the powerbi and tableau. Yeah. Now

[2:18:51] here we can see that this is your canvas. Okay. In this canvas we'll be creating the visualization. Then above here we are having these two blocks on

[2:19:05] the top area. These two blocks are columns and rows. Okay. columns [clears throat] means you can say x-axis and rows will be your y-axis.

[2:19:19] Yeah. Normally in case of powerbi we use uh don't use columns and rows. We use their x axis and y axis. Okay. So you can understand that these columns is can understand that these columns is x-axis and rows is y-axis.

[2:19:32] Then we have here uh these blocks are there. We will see also see one by one pages. Then we are having filter block or filter panel. Then we are having this marks card. Okay. These

[2:19:47] having here. We'll be using it one by one. one. And then if you click this one, this one here on the top right corner, it is written here, show me.

[2:20:02] Yeah, here top right corner show me. If you click this show me, when you click the show me here, then here you are able to see the standard visualizations. Okay, when you see here show me, if you click on show me, you can see here this

[2:20:17] my pointer here on the first visualization below it is showing me that name. So when I put over here it says text table one or more dimensions

[2:20:29] one or more measures. So what it is showing here it is showing you the name of the uh name of the chart and plus it is also showing you that how many fields you require and what kind of fields you require to create that uh measure or

[2:20:44] sorry to create that chart. So suppose if I put my pointer here on this first chart it says text table for creating a text table you require minimum one text table you require minimum one dimension one measure minimum.

[2:20:57] Okay that is what it is saying. If you are having more it is fine but minimum for text table you require one dimension and one measure. Then this is your heat map. Heat map also require one or more dimensions and one or two

[2:21:11] measures. Likewise this is highlightable. So we'll create one by one all these visualizations today or maybe in in the next session also. So we'll see this various types of

[2:21:24] visualization here. Okay. So this is known as show me. And if you don't want to see this show me, you have to click this show me again. Click on the title this show me again. Click on the title show me and it will get collapsed. Okay.

[2:21:37] So these are the things. Now what we'll do? Let us create our first visualization. Yeah. So here on the left hand side we are having this category. So what I'll do that I

[2:21:53] want to see the total sales of various categories and I want to know that which which category is having the lowest sales. Yeah. So I want to focus on the

[2:22:05] category. So what we have to do if you want to create a chart what we do we drag this category. Now see when you drag the category here Now see when you drag the category here you see here just focus on this line.

[2:22:26] here. Let me draw it again. a thin line over here. So what is this thin line here? This thin line is

[2:22:40] bifurcating the dimensions from the measures. Yeah. Because below this thin line all these are measures [snorts] and above the thin line these are all the dimensions. Yeah. Now before I forget one thing uh you see here that in this

[2:22:58] in the dimension area you can see this measure names okay there's one dimension which is known as measure names and there are measures

[2:23:12] you see these four measures what is written here latitude generated longitude generated orders bracket count and measure values now see these Five things which we are having here. Five fields which are shown

[2:23:26] over here. They are not in our original data set. Yeah, you have never seen these kind of fields in your original data set. Now data set what you have to do if you want to see that table. Sorry mean your

[2:23:41] table. Yeah, just now what we connected that uh returns table with the orders orders table. Yeah, that join. If you want to go back to that page, what you have to do? You have to click this one. Just click this data source.

[2:23:57] Okay. Bottom right, bottom left corner here. You click on the data source. And when you click on the data source, you are back over here. Okay. I can also double click this orders table. And when I double click

[2:24:10] the orders table, I can see this join. Okay. So, just click on this data source when you are in the sheet. Yeah. So here you can see that in the in the So here you can see that in the in the data source when I see all these fields

[2:24:24] here I do not see here latitude, longitude, measure names, measure values. We are not having these kind of columns here. There are no columns like this in our data set. But if I go back to the sheet one, yeah, just click on

[2:24:38] sheet one. And now here these five fields are available. fields are available. So remember that these five fields are generated by Tableau automatically. Whenever you are connecting any data set

[2:24:54] Whenever you are connecting any data set to Tableau, Tableau will automatically generate these five fields here. Measure names, latitude, longitude, orders, bracket count, and measure values. And we do not have here any control.

[2:25:11] we do not have here any control. Okay, I cannot stop this process. latitude these two fields we will only see in that data set which is having

[2:25:25] see in that data set which is having only which is having at least one geographical field. I repeat my sentence that this latitude and longitude field will be automatically generated by Tableau only when

[2:25:41] your original data set is having at least one geographical field. So here in our case what are the geographical field you see here city it is having a globe icon country is having a globe icon postal code is also having

[2:25:57] globe icon and the state public province is also having globe icon. So here in our case we are having four nu uh four geographical field. So definitely this latitude and longitude fields will be generated automatically by Tableau. But

[2:26:13] let us assume let us assume that in our data set we don't have any of these geographical field. Let us assume like that. So when you don't have any of the geographical field in your original data set then Tableau will never create these

[2:26:30] set then Tableau will never create these two fields latitude and longitude. Yeah. Then Tableau will create only three fields measure names count and measure values that's all. But if your data set is containing at

[2:26:44] least one geographical field it can be country region city. Yeah. Uh normally region is not counted as geographical field but country, state, city, postal

[2:26:56] code. Yeah. Uh so these are all the geographical field. So if if if your data set is containing one geographical field, minimum one geographical field, then automatically this latitude and longitude uh columns will be generated

[2:27:10] by Tableau. You don't have any control over here. Clear? And also these measure names and measure values and these orders count they are also having its importance. Yeah, these three fields measure names,

[2:27:25] count and measure value they are not just generated uh just for fun by Tableau. It is having its own importance. So that also we'll see further. Clear?

[2:27:38] So now let us create our first visualization. So as I said earlier that we'll be dragging this category and you see when you are dragging the category see when you are dragging the category here I was talking about this line here.

[2:27:51] Yeah. When I focus when I drag this field. field. Yeah. Just focus on this area. So what it is showing me here? It is showing me here the two words dimensions

[2:28:05] and measures. Below that line. Yeah. Near that line we can see the dimension. >> I remember that in the older versions of Tableau. Yeah. Because I'm also using this Tableau tool for last seven or eight years. I I learned this Tableau uh

[2:28:20] when I was doing my masters in data science from Bolognia University in Italy. Yeah. So there this Tableau was part of our course. So there I learned this tableau. So during those days we were having the uh the uh or say the

[2:28:34] version that we were having in those days here in in in those days the in those versions it was clearly mentioned here on the top area dimension and here it was below mentioned measure but now they are not mentioning over like this.

[2:28:47] Yeah. So whenever I drag the field you see here below that line. Yeah. Just see here below that line. Yeah. Just focus on this one area. again I drag it. So now it is below it is showing me dimension and measure. So

[2:29:02] I drag this category I put it here in the columns area. Yeah I drop it over here in the columns area. So see now this category when it's dropped over here I can see these three categories.

[2:29:16] Okay. Furniture, office supplies and technology. Now what I require here in the row section I require a numerical field minimum one numerical field in the row section. So what I do I click here I I select here sales let us select here

[2:29:33] I select here sales let us select here sales and I drop it over here in the row section. So see when I drag the sales and when I put it over here in the row section what it does here it does the aggregation. It

[2:29:46] is doing the aggregation. Yeah because it's a measure. Measure is always doing the aggregation. It's a continuous value. See measure are by default continuous. So they are shown in green color. This is a capsule.

[2:29:59] Yeah. And the category is a discrete value. So it is shown in blue color. And now you can see as soon as you drag the sales here. Yeah. We can it is doing

[2:30:11] the sum of sales by default. And now I can see the chart. This is a column chart. Yeah. This is a simple column chart. Now see here this column chart is ready. But you see that here we are having lot of

[2:30:26] blank space. Yeah, there is a lot of blank space here. Now remember one thing yesterday I told you that in the case of PowerBI as you know that in PowerBI on one page I can create many visualizations.

[2:30:41] Yeah, in the PowerBI desktop I'm talking about on one particular page I can create five visualizations. I can create 10 visualizations also. In case of 10 visualizations also. In case of Tableau here you see the name below what

[2:30:55] is written here sheet one. So in Tableau we are having various sheets sheet one sheet 2, sheet three, sheet four. Just like Excel in Tableau in one sheet I can create only one visualization here in this sheet. Yeah you can yeah

[2:31:11] you will suggest me that okay Samir here also we can create another visualization. No it is not possible. Yeah, I cannot create here another visualization in this one sheet because this visualization is already created by

[2:31:24] me. So this is the difference here between the Tableau and PowerBI in Tableau in one page or one sheet I can create only one visualization. So now what we have to do we have to utilize this empty space because it

[2:31:38] doesn't look good. So to utilize this empty space what we can do we can click on this dropdown here. You see on the top area this drop-down.

[2:31:50] Yeah. If I click on this drop-down, I can see here four options. Standard, fit can see here four options. Standard, fit width, fit height and entire view. Click this dropdown. So, by default it is standard.

[2:32:03] By default it is standard. Now, if I click on fit width. Yeah, just click on fit width. So, what happens when you click on this fit width? It is expanding horizontally. Okay. So now this is

[2:32:17] looking good that it has occupied the whole area. So this is fit width. What go vertically. It will expand vertically. [snorts] But what is my suggestion to all of you

[2:32:30] that sometimes what happens that if you are using feet width so it will expand vertically. It will expand horizontally but it will not expand vertically. If I vertically but it will not expand horizontally. So what is my suggestion

[2:32:44] to everybody that don't use your brain simply click on entire view. What is entire view? When I click on entire view, entire view will expand

[2:32:56] horizontally also. It will expand vertically also. Yeah, in some of the scenarios you will see this thing that when I when I click on fit width, it will expand vertic uh horizontally but below you'll be having some space. So it

[2:33:09] will not expand vertically. it will expand horizontally only if we go for fit width. So what I do always when I am having here standard instead of standard I simply select here entire view. So it will expand in both the

[2:33:26] direction vertically and horizontally. Yeah. So every time I'll be telling you please make it entire view. So you have to come over here to this drop-down and you have to click this entire view. And now it is done. Okay,

[2:33:42] And now it is done. Okay, good. [snorts] So this is what is your here we have created the whole page. Okay, whole sheet. Now

[2:33:57] if you see the sorting here, see how the sorting of this column is done. It is written here furniture. The first column first block is of first column is of furniture then office supplies and

[2:34:11] then technology. So here the sorting is done. How the sorting is done? The sorting is done in the ascending order of the category. So first of all it starts with furniture then O and then T. So sorting

[2:34:27] is done. But now what I want to do I want to do the sorting of these columns want to do the sorting of these columns based on the sales. I want to see the category which is having the highest sales I want to see it first and the

[2:34:41] sales I want to see at the last. Okay. So I want to sort these columns in the So I want to sort these columns in the descending order based on the sales. I the name of the category. I want to do the sorting of these columns based on

[2:34:58] the sales and that and that too I want to do it in the descending order based on the sales value. So how we can do the sorting? So say So how we can do the sorting? So say sorting can be done in various ways.

[2:35:11] So I'll show you one of the way here. You see here when I put my pointer on this sales column. Yeah. The sales title. There is one small button over here above the sales word. Yeah. Can you see this button here? Yeah. So we have

[2:35:27] to click this button. This is the sorting button. Just put your pointer above the sales. put your pointer on the sales and then you will see this button. But when I put my pointer on the sales, this button will appear. I click on this

[2:35:40] button. When I click on this button for the first time, you see the sorting is done. Now it the sorting is based on the sales. Yeah, we can see that technology [snorts] by furniture and then followed by office supplies.

[2:35:55] If I want to do the sorting in the ascending order, in the ascending order based on the sales, I have to click this same button again. Yeah, this button again. I click it. And now you can see it is doing the sorting in the ascending

[2:36:10] order based on the sales. And again, again if I click this same button third time, okay, third time I click it, then now it is doing the sorting. But it is now doing the sorting based on the category name. See again we

[2:36:28] are having furniture, office supplies and technology. Okay. So this button is used for sorting. When I click the button for the first time, it is doing the descending sorting based on the numerical value.

[2:36:41] second time, it is doing the ascending sorting based on the numerical value. And when I'm doing the when I'm clicking this button for the third time, it is this button for the third time, it is doing the sorting uh based on the this

[2:36:56] category. Okay. So this is one method here by clicking this button sorting. There are two more buttons here. You see on the top area, this area, these two buttons are available. These two buttons

[2:37:11] are also done for sorting. So see the first button is ascending. Okay, this is for the ascending sorting and the second button is doing the descending sorting based on what? Based on the numerical value whichever

[2:37:25] numerical value use here whether it is sales or profit or whatever. Yeah, it buttons. So if I click this first button here on the top area, the sales. And if I click the second button here, it is doing the descending

[2:37:41] sorting. See here I'm not having the third button for the sorting based on the category. I'm not having here third button. I'm having only two buttons either ascending or descending.

[2:37:56] Yeah. So this is also the area where you can do the sorting. more methods here for sorting that I'll be showing you as that topic comes up

[2:38:11] for here. Yeah, if you want to give here the uh sheet name, let's say here it is written below sheet one. Now if I want to give a proper sheet name. Yeah, because sheet one doesn't look good. So here we can

[2:38:25] also double click. Yeah, below where it is written sheet one. You can double is written sheet one. You can double click and you can write down here column chart. Okay, type here column chart here.

[2:38:38] So yeah, this is the column chart. And what we'll do now, we will save this file because the same file we'll be using it uh today also and then in the other sessions also. So now uh we will save

[2:38:52] this file. Okay. So how to save the file? We'll go to as usual file. Okay. File. And in the file we are having here save and save as. We'll go for save as here. Okay. And now I'll request you to save

[2:39:07] this file in a proper folder. So you can create a Tableau uh let's say Tableau reports folder or something like this. And then you can uh

[2:39:19] yeah you can save this file. But let me show you one important thing here. When you're saving the file just hold on.

[2:39:33] desktop folder. Okay. In the desktop I'll click on this new folder and here I'll be creating a folder which is known as simply learn tableau batch

[2:39:47] uh yeah December 2024 suppose. Okay. So I'm creating one folder here. Accordingly you can create your own folder. And now I'll be saving this file. Now what I'll do here I will save this file

[2:40:01] as uh sample supertore data set. Yeah I can give yeah you can give your own name also over here. So file name I'm giving here

[2:40:16] file name I'm giving here I'll give here uh day two. Okay because today is day two. So day two sample supertore data two. So day two sample supertore data set or sample supertore

[2:40:30] uh report. Okay. So you can give like this also. So day2 So you can give like this also. So day2 sample supertore report. And now what I'll do here you see that here it is written has save as type. Now in the

[2:40:43] save as type if I click the drop-down here in the save as type then there are two options here. Tableau workbook which is having the short form. TWWB and the

[2:40:55] another one is known as Tableau package workbook which is known as TWWPX. Now let us understand what is the difference between dot TWW and dot uh TWWBX. See suppose if I save this file as TWWB

[2:41:10] which is known as Tableau workbook. Suppose okay I'm not clicking the save button. Let us assume that I'm I'm saving this file as TWWB. >> So what happens here that if I save this file now suppose if I want to share this

[2:41:25] file with you. Okay. So I can definitely share this file with you. Now if you if you [clears throat] download my this TWW file into your laptop and when you open this file in your laptop what will happen that it will show you one message

[2:41:41] happen that it will show you one message that you have to connect the data set with this TWWB file. So remember that when you are creating a So remember that when you are creating a TWWB file the data set which is which we

[2:41:54] are using over here which I'm using over here that is the sample supertore data set the data set is not getting connected with this TWWP file. Okay. When you open this file in your laptop, my file in your laptop, then what you

[2:42:10] have to do? You have to again reconnect that sample super store data set. That's a Excel file. You have to reconnect with your with my file with my this Tableau file. Yeah. So that is what we mean by TWWB.

[2:42:25] The another option over here is Tableau package workbook which is known as TWWBX. What is this TWWBX? When I save this file as TWWBX then the data set which I'm using over

[2:42:40] here the sample supersto data set that also get attached with this Tableau file. So if I send you this TWWBX file and when you download it into your laptop and when you open my file you'll

[2:42:54] not have any problem. Yeah, you don't have to connect the data set with with this file because the data set is already there. attach with this file. So normally I would suggest you to save this any of your Tableau file as TWWPX.

[2:43:12] Okay. So whenever I'm teaching this subject to the university students also exam definitely in the exam I'll be asking them the practical question. So I always specifically mention that please save this your Tableau file with the

[2:43:28] save this your Tableau file with the extension TWWBX. Okay. Definitely I'll be also having the data set but for what happens that every time if there are 60 students in a class every time I have to connect the data set and then only I can

[2:43:40] will be difficult for me to see the visualization. So [snorts] I always tell my university students to save the file as EWBX so that as soon as I open their file as soon as I download their file and I open

[2:43:54] their file I can see all the visualization then I don't have to connect any data set. Okay. So I'll also request here all of you to save this request here all of you to save this file as TWWBX.

[2:44:07] Okay. So in the TWWB no data set is connected. in the TWWBX. The database is also connected with your uh Tableau file or tableau report. Okay. So I'm saving

[2:44:19] [clears throat] it as TWWBX and I've given this name D2 sample supertore given this name D2 sample supertore report. I click on save button and now report. I click on save button and now it is saved. Okay, now it is saved. So

[2:44:31] this is how we are saving this file. [snorts] Now I'll also show you very quickly here. If I go to this Tableau public. Okay, just focus over here. Uh, is this Tableau public? No, this is

[2:44:45] Uh, is this Tableau public? No, this is not Tableau public. just hold on. Yeah, let me close this file. Uh, yeah, I I'll also open this

[2:44:59] file. Uh, yeah, I I'll also open this Tableau public. Okay, you don't have to open it. Just focus over here.

[2:45:15] Okay. Just for your knowledge purpose. Here in the Tableau public here. [clears throat] Yeah. Just focus over here. I'm I'm Yeah. Just focus over here. I'm I'm connecting that data set. Okay.

[2:45:28] I'm connecting that sample supertore data set here. And now here I'm dragging that order sheet. Okay. I'm not dragging here people and return sheet. I'm dragging here the order sheet. Now I'm going to the sheet one. Okay.

[2:45:42] And in the sheet one I'm creating the same chart in the Tableau public. So category I'm putting over here in the column section. Sales I'm putting over here in the row section. I'm making this instead of standard I'm making it entire

[2:45:56] and I'm doing the sorting. Okay. I'm doing the descending sorting. So see this is my Tableau public. Okay. So see this is my Tableau public. Okay. Just Yeah. So now in the Tableau public

[2:46:11] also if I want to save this file I can go to file and in the file [clears throat] in the file I'm having here options like save to Tableau public then save as and save

[2:46:26] to Tableau public as. Now see here there are four options in the Tableau public. Initially I would say that almost like 6 months before or one year before here in

[2:46:38] the Tableau public I was having only two options to save the file. What were the two options? Save to Tableau public and save to Tableau public as. Okay. There was no save and save as option in the Tableau public here. So

[2:46:53] what was the initial problem with the Tableau public that if I want to save this file? Let's say I want to save this file on my laptop. Then I I could not save that file on the on my laptop with the Tableau public.

[2:47:07] I can save this file on a on the Tableau cloud platform. Tableau is having one public. That name is also known as Tableau public. So if I'm using Tableau

[2:47:20] public, I could not save over here in my laptop. That was the earlier version. Not now. Okay. Now I can save this file. Yeah. If I click over here on save as, I can save it in my laptop on my desktop here. Okay. This is not possible. So

[2:47:35] here. Okay. This is not possible. So this is a good thing. But earlier I could save only in this Tableau public. So suppose if I click here save to So suppose if I click here save to Tableau public as if I click over here

[2:47:48] then what it says here Tableau public sign in. Okay. So I have to now sign in here. Now see normally if you if because you have not created any account. Uh yeah I I or if you have created the account then

[2:48:01] here you have to write down your email id. id. So let me write down here my

[2:48:15] Okay, this is one of my university mail ID.

[2:48:32] Yes, now it is working. So see now I have logged in and normally when you are not logged in and uh you can create your own account here in the Tableau public and then you enter into the Tableau public the

[2:48:45] cloud west platform and now here it is saying save workbook to Tableau public publishing this workbook will make it available on the Tableau public website now see there are two things here one is known as Tableau public which is a tool

[2:49:00] that we what I'm currently using over here and there There is another concept known as Tableau public website. So just now what I'm doing I'm saving this file which I have created in Tableau public and I'm putting it on the Tableau public

[2:49:14] Okay, make sure it doesn't contain private or confidential information. Now see this line is very very important. Make sure confidential information. Now why this line is coming over here that also I'll

[2:49:29] now tell you. So here it is asking me workbook title. So by default it is book one. I don't want to save it as book one. I'll write down here as

[2:49:44] uh day two sample superstore report. Okay I'm giving the same name here day two sample superstore report. And now I'm clicking on save button here. What I'm doing here? I'm saving the file into

[2:49:58] the Tableau public website. So I click on the save button here. on the save button here. And now it is saving.

[2:50:10] Okay. Now I'll show you that website. Okay. See this is that website here. I'm bringing this website here. So see now this is my browser and what is the uh initial uh this URL over here? It is

[2:50:25] initial uh this URL over here? It is public.tablo.com. Okay. In case of PowerBI, you know that concept that is PowerBI services. Okay. So, normally we publish that uh our our report into the PowerBI services. Now,

[2:50:38] this is also a cloud-based platform from Tableau and the initial uh URL is written public.tablo uh public.tablo.com. uh public.tablo.com. Okay. Now, here

[2:50:55] report which I published over here. Okay. So here it is written uh day2 sample supertore report by Samir here. Okay. I can also create here my profile.

[2:51:08] Okay. So see here I can create my own profile. I can put my photo over here. Yeah. Now if you remember that when I was saving this file into the Tableau public website, it was telling me that please

[2:51:21] do not use the private and confidential information. Okay. Why it was telling me this? Because now this this URL which is Because now this this URL which is there. Yeah, this is now public. So

[2:51:35] anyone can see my this particular report. Anyone in this world can see my report. Yeah. So this Tableau public website is Yeah. So this Tableau public website is a free website. Okay. I'm not paying

[2:51:48] anything for this website and plus anyone can see my report and also I can see the other person's report also. Suppose if you uh search my name in this Tableau public website you'll get my name you'll get you you'll come to my

[2:52:03] account and then you can see all the reports which I have created over here. you have published on the Tableau public website. So that's why because this platform is open platform that's why I would strongly suggest you do not use

[2:52:18] your company data and do not publish your company data report into this Tableau public website. Okay, remember this thing because your company data are very very sensitive and if you put it over here anyone can see

[2:52:33] your report. Okay, so remember this thing only you should use the dummy data. Yeah, if you are using the sample superers store data or this global supererstore data what I have shared with you or or any other dummy data then

[2:52:48] go for this thing. Okay, you use only the dummy data and you can put your report over here. Now what is the advantage of this Tableau public website? So see yesterday I told you that if you are

[2:53:01] uh writing in your CV that okay I have completed my PowerBI course I have completed the uh Tableau course that will not really help you. What you have to do you have to do your more marketing that is what I mentioned yesterday. Now

[2:53:15] how you can do the marketing that you really know about this Tableau what I used to do yeah before seven years back yeah when I was applying to various various uh companies and their jobs. So what I used to do that in my CV where I

[2:53:30] was writing that word Tableau in my CV that okay this is these are my skills I that okay this is these are my skills I was giving a link on my CV. was giving a link on my CV. Okay. So anybody will open that my short

[2:53:43] copy of my CV. Yeah. And if they click on the Tableau word then they will come over here to this my profile and then they can see all my various reports

[2:53:55] which I have created over here. So remember that if you are planning to uh to change your job or if you are if you want to come to this data analytics area yeah and if you want to showcase your work to the recruiter then please create

[2:54:10] work to the recruiter then please create a proper this Tableau public profile. Okay. So here you should be having your photo. You should be writing something. Yeah. In this edit profile if I click it. Yeah. Here the LinkedIn uh link is

[2:54:23] there. Website. If you are having your own website. Yeah. If you are currently working in some organization, write down your title here. Organization. And here says introduce yourself to the

[2:54:36] interest to make it easy for others to find you. So you have to create a proper Okay, with your photo and everything, don't don't keep this photo blank. Okay,

[2:54:48] it's not it will not do good. Put a proper professional photo over here and proper professional photo over here and then what you can do here that you can then what you can do here that you can share this this link. Yeah, either you

[2:55:01] don't want to create a link in your in your CV, you can when you are uh let's say sharing your CV with your with the recruiter, you can also say that okay, please find my data visualization work in PowerBI and Tableau uh by clicking

[2:55:17] the following link. So in PowerBI also you are having the PowerBI services. Okay. So you can use that PowerBI service link and you can paste it in your email and you can also paste this link here, this URL. So what happens

[2:55:29] that when any recruiter wants to see your work, yeah, they will over here and then they will see the visualizations and they will see the report and then during the interview they will ask okay can you explain me

[2:55:44] How did you create this report? Definitely this you you you'll not be creating a very simple visualization. You'll be creating a little bit complex also. So they will directly ask questions from your own report. Now see

[2:55:57] you have already created this report so you are very confident. Yeah. So maybe it is possible that your interview will be focusing only on this thing. Normally in this data analytics area yeah they'll be asking you the technical questions.

[2:56:10] be asking you the technical questions. There'll be technical round. So create a proper profile over here. Yeah this is the platform where you can showcase your work and this is how the recruiter will get some confidence that yes we have

[2:56:23] created so and so visualization. So after once your project is also over after this course is over once your project is over please publish your report or your project over here. Yeah. And then later on whenever you are

[2:56:38] creating you are working with some different data set and you are creating some report please publish over here in the Tableau public profile in the Tableau public website. Yeah this is the platform for doing marketing.

[2:56:53] Okay. And here I can also search any other person here. Suppose if I search here, if I click on the search button, I'll show you one of the uh expert.

[2:57:06] I'll show you one of the uh expert. Yeah, this name should come here. Yeah, this is one of the expert Kil Kil Aramco.

[2:57:19] Okay. So I can search over here in the Tableau public website and I can go to this person website uh or web page kir arenco. If I click it.

[2:57:32] So see this is one of the [gasps] report which has been created by this person. These are see these are the various tabs over here. various tabs over here. Yeah. Regal orders, office supplies,

[2:57:44] Yeah. But actually this is not the person who is created Okay. Kiril is having a different website but a web page here. But you can

[2:57:59] see this thing. Okay. Then there is also one Indian which I like his work. His name is you see here someone has created a resume in the tableau. Yeah. Can you see this thing? Pawan Talvare. Yeah. Let us see here his

[2:58:15] Talvare. Yeah. Let us see here his website his link over here and you see he has created all these things in Tableau. things in Tableau. This is not created in word. Okay.

[2:58:30] This is not created in word. Okay. So you can also do this thing. I'm not saying that immediately you should start with this thing but there are creative people in this world who can also do this kind of thing.

[2:58:42] Yeah, this is a great thing. Yeah, even I have to also think twice that how he possible. So you can also create this kind of rum. Even in case of PowerBI also you can create a rum in PowerBI like this. Yeah. So here you can see the

[2:58:59] work of other people and you can get lot of motivation and you can also make this favorite. If you like this uh this rum I can also make it here. Yeah, this star I can click it and when I go to this my profile.

[2:59:14] Yeah, when I go to the profile I can click on my favorite and you can see that now that person's resume is now favorite because I like this work. Okay, here it is written following and followers. Now I'm using here another

[2:59:29] account. This is not my real account but in my another account uh some people are following me and I'm also following other people those who are experts in Tableau I'm following them. Yeah. So here I can follow other people and if I

[2:59:45] like uh this person's work I can al also follow him. Yeah. So this kind of activity is there here in the Tableau public website. I hope that I have made you. Can you please repeat again the saving

[2:59:59] in public version once again? Yeah. So public uh here if I go to this Tableau public I have to go to file and I have to click this option save to Tableau public as save to Tableau public as if I click it

[3:00:14] and then it will if you are not logged in to Tableau public then you will you have to login with your email id and password. If you have not created a account, you have to create an account. Then you log in and then here you have

[3:00:26] to write down your workbook title means workbook name. You have to give your proper title here to the workbook and and as soon as you click on the save button you will open up this uh this uh

[3:00:41] URL. Okay, you'll it will open up the browser and it will take you to the Tableau public website. Yeah, I hope that it is clear. Okay. So this is a great platform but as I again I I'll I'll repeat that sentence

[3:00:56] I again I I'll I'll repeat that sentence that please do not uh use your company data your sensitive company data and you please yeah you can you can use it mean you can use your company data put it into Tableau but keep that Tableau file

[3:01:10] within your laptop only don't put it into the Tableau public website this is very very dangerous okay so this is a great platform you can check this thing later on. Yeah. And

[3:01:23] please create a proper profile here. Yeah. If you want to uh let's say send it to your recruiter. Yeah. You should be writing something in your bio, put some proper photo over here. Yeah. Likewise.

[3:01:40] this is the Tableau public tool. From Tableau public we can go we can uh uh say publish the report to the Tableau public website. Now in this Tableau

[3:01:52] desktop also see now I'm in the Tableau desktop. Now in the Tableau desktop if I click on file in the file I'm having only these two option save and save as. only these two option save and save as. So suppose if I have created a report in

[3:02:06] the Tableau desktop not in the Tableau public. I have created the report in Tableau desktop and if I want to save it onto the Tableau public website then what should I do? So what I have to do here I have to go

[3:02:19] So what I have to do here I have to go to this server. See there is one tab here known as server. Yeah after format there's a server. In the server I can go to here the last option tableau public. And in the Tableau public I'm having

[3:02:33] that same option save to Tableau public and save to Tableau public as yeah. So you should not worry that oh I'm using Tableau desktop now how should I save this file and how should I put it into the Tableau public website. So to come

[3:02:48] to this server here server tab go at the bottom last option tableau public and when you come to the tableau public you can click here save to tableau public as if I click it. Yeah it will give me the I have to maybe

[3:03:02] Yeah it will give me the I have to maybe I have to sign in here. Okay, I have to sign in here and then I have to publish this uh report to the have to publish this uh report to the Tableau public website. Okay,

[3:03:15] so remember that when you are applying to various jobs related to this data analytics then please try to create at least five to six reports. Yeah, you create five to six reports in PowerBI, you create the five to six reports in

[3:03:30] Tableau. Maybe you can you can use the same data set or different data set also same data set or different data set also that is fine. Yeah.

[3:03:42] And I would like to show you one website here. Uh just hold on there is one website where you can get many data set because sometimes I'm getting these kind of question that okay Samir if I want to work with different data set uh where

[3:03:55] can I find the data set? Okay. So there is definitely you can go to kegel. Yeah. uh kegle there are a lot of website here then there is one website where I saw a lot of data set that is the website name is maven maven

[3:04:13] analytics okay maven analytics they are create they are having their own courses create they are having their own courses but I would not tell you to uh uh handle for those courses but here if I go to this website just type yeah just write

[3:04:26] this website just type yeah just write down this uh link uh this name of the website that is Maven Analytics. Maven Analytics. And if I go to their website here, uh yeah, they are they have created lot

[3:04:42] of courses here, but I will not go for it. But uh

[3:05:01] this discover and if I click on this resources in the resources I'm having resources in the resources I'm having here data playground. Okay. Here it says free practice data sets handpicked by Maven instructors. If

[3:05:16] I click on resources if I click on data playground then here you see here these playground then here you see here these are the various data sets. Okay. So are the various data sets. Okay. So these are great and I I think so there

[3:05:30] are many many yeah so see how many are there 1 2 3 4 5 so five data sets per there 1 2 3 4 5 so five data sets per page and I think so there are total 13

[3:05:42] so 13 or 65 around 64 65 data sets are there okay and they are there there are they are of different variations available free free of cost okay you click on this download button. Let's say

[3:05:57] if I want to go for this wine tasting data set, they will see that okay, how many records are there? How many number of fields are there? Yeah. Uh in which type it is available, it is in CSV format. If I click on this download, it

[3:06:11] will show me here CSV. And if I click on CSV and then my my downloading has started. Okay. So I'm not paying anything for this this thing. [snorts] So this is a recently I saw this website mean I I I

[3:06:25] >> [snorts] >> uh I I came to know about this data set. Okay. So likewise there are other platforms also where where you can get the data set but this is one of the good platform here Maven analytics just

[3:06:38] search in Google and then you go to their website and here you go to discover in the discover you go to resources in the resources you go for data playground and when you click on data playground you'll be getting this

[3:06:52] data sets here okay and there are lot of pages here okay and there are lot of pages here there are 13 pages here Good.

[3:07:07] So see we have saved this file. Okay. So let us uh uh close this file because we'll be coming back very soon. So let us close this file. Yeah. And now I will request you that you open a blank Tableau desktop file.

[3:07:23] Either Tableau desktop or Tableau public whichever is fine. So I'll open up again Tableau uh Tableau 2024.3. uh Tableau 2024.3. So just open a blank Tableau file.

[3:07:37] Okay. And now we'll go one by one those concept of uh data blending uh then union and private table and then if time permits then we will come back to that uh sample supertore data set and we'll continue further. Okay. So please

[3:07:54] we'll continue further. Okay. So please open a blank Tableau desktop or Tableau public file. So first of all I would like to show you here the concept known as data union. Okay data union. So for data union

[3:08:09] we'll be using uh uh all these data sets from your LMS. So for the data union we are having this

[3:08:23] file which I've already shared with you which is known as union demo file supererstore.xls. Okay. So this data set union demo file supererstore data set this will this will be connecting with the blank

[3:08:36] tableau desktop file. Okay to understand the concept of data union. So

[3:08:51] this file. Okay blank file and now I click on this Microsoft Excel and now I click on this Microsoft Excel and now I select that file which is uh this one union demo file. Okay you have

[3:09:05] that file Excel file union demo file supertore. Click on open. Now I would like to show you that first of all that raw data set.

[3:09:26] So let me show you what is that data set containing. So see this is that data set. Okay. That that uh uh original data set here. So I

[3:09:39] opened that file. You don't have to open this file. It's not compulsory. So in this file that is union demo file supertore Excel file. You can see that here in on my screen that there are these three sheets over here 2011, 2012

[3:09:55] and 2013. Yeah. If I open this 2011. containing here country. Then there is a state.

[3:10:09] Okay. Then there's region column. Then category, subcategory, product name, sales and profit. Okay. So 1 3 4 5 6 7

[3:10:22] 8. There are eight columns over here in the 2011. Country, state, region, category, subcategory, product name, sales and profit. Okay. Now this is the data of 2011.

[3:10:36] Okay. Now this is the data of 2011. Now if I go to the 2012 sheet, the 2012 columns, same columns, okay? Country, state, same columns, okay? Country, state, region, category, subcategory,

[3:10:49] region, category, subcategory, product name, sales and profit. Okay, but this is the data of 2012. And then if I go to the 2013, 2013 is And then if I go to the 2013, 2013 is also having the same thing.

[3:11:03] Okay. Country, state, region, category, subcategory, product, sales and profit. So here what we are having, we are having the data of three years. And

[3:11:15] now what we want to do? We want to do the analysis. Now see I cannot do the I I I if I do the analysis individually let's say for 2011 2012 2013 if I do it separately it doesn't make any sense here. So what I want to do here I want

[3:11:28] here. So what I want to do here I want to add all these data of 2011 plus 2012 plus 2013 and then I want to do the overall analysis and then I want to know that okay uh say whether the sales have increased or decreased over the period

[3:11:42] increased or decreased over the period of time. Yeah because I I I cannot do it individually here. It doesn't yeah make [snorts] any sense here. So that's why I want to combine these three data set into one data set. And what is the

[3:11:58] situation here that here in this three data set the number of columns are same and the titles are also same. Remember to remember this thing the title should

[3:12:10] also be same. If here it if it is written here country. Yeah. something else is written let's say it is written country name then country and

[3:12:23] country name are different according to Tableau different. Okay. So country and country name titles are different. So what I these kind of scenario what I have to check that whether all the columns are

[3:12:38] having the same names in all the three fields or in all the three tables. If here it is country then in the other two tables also you should have the country column. Yeah, you should not have different name

[3:12:51] Yeah, you should not have different name here, different title here. So in this situation we are having the same number of columns, same column titles but the data is different. Okay. So that's fine. So now what we'll do we will combine

[3:13:05] these three tables into one table and then I will do the analysis. So here we are having the concept known as data union and this data union is similar to

[3:13:18] the append queries technique in PowerBI. that concept of append queries. What is append queries? In append queries also putting the one table below the other table. And append queries is also used

[3:13:34] when you are having the these kind of situation that the number of columns are same and the titles are also same. So whatever the topic that we are having in PowerBI that is known as append queries

[3:13:46] here in case of Tableau it is known as union data union. Yeah concept is same union data union. Yeah concept is same only the names are different. So what we'll do now we have connected this union demo superers store file over here

[3:14:01] and we can see the three tables here three sheets. So first of all what we'll three sheets. So first of all what we'll do we will bring this 2011 table over here. Yeah bring the 2011 over here.

[3:14:16] So see now 2011 is over here. How many fields it is having? eight fields, eight columns and how many number of rows are there? 3,270. Okay. So, this also I'll write down somewhere.

[3:14:31] So, 3,270 3,270 rows are there. Yeah. In the 2011. Now, what we'll do, I'll drag this 2012. First of all, you focus on my screen

[3:14:43] what I'm doing. How to do the data union. I'm dragging this 2012 over here. And now what I'm doing here, see if I if I bring it over here, then you can see that this noodle is created. A noodle is created. I don't want to create a

[3:14:57] noodle. I'll bring this 2012 over here. Near 2011. So see when you bring this 2012 near 2011, you see this word union. You should be able to see union. If I go a little bit far away, then I'm not able

[3:15:12] to see the union word. I have to come nearby 2011 and then I have to drop it. nearby 2011 and then I have to drop it. I have to drop this 2012 onto this word Yeah. So I drop it this 2012 to this

[3:15:26] union word. And now you see here this icon has changed. If I put my pointer on this 2011 what it If I put my pointer on this 2011 what it says here logical table 2011 and union

[3:15:40] says here logical table 2011 and union tables is 2011 2012. Yeah. Just put your tables is 2011 2012. Yeah. Just put your pointer over here. double click, if I double click here, you can see that I can see that there is

[3:15:56] 2011 plus. Here it is written plus. It says here 2011 is made of two tables says here 2011 is made of two tables because there is 2011 plus 2012. Yeah. If I close it, if I click on this cross button here. So see this is your

[3:16:12] data union. And now you see here how many fields are there? 10 fields and 5,898 rows. Now see the number of rows have increased. So 5,8

[3:16:29] 98. Okay. See how many actual t how many actual columns are over here. 3 4 5 6 7 8. So normally there should be

[3:16:41] eight columns here. Eight fields. But now what has happened here? the number of fields have increased 10. Yeah. And why it has become 10 then also we'll see further. So now here in this 2011 I'm having 2011 + 2012.

[3:16:58] Now what I do? I drag this 2013 and I bring it over here nearby this and I bring it over here nearby this 2011 and then I drop it on the union area. Okay. So I drop this 2013 on this union area.

[3:17:13] And now if I put my pointer here, you see it is written logical table is 2011 see it is written logical table is 2011 and union tables is 2011 + 2012 + 2013. and union tables is 2011 + 2012 + 2013. Okay. And now you see here 10 fields and

[3:17:28] Okay. And now you see here 10 fields and 9,872 rows are getting almost double and three times. Now when we had only one table

[3:17:40] times. Now when we had only one table 2011 the number of rows were 3,270. 2011 the number of rows were 3,270. When we added the 2012 to 2011 When we added the 2012 to 2011 the number of rows became 5,800

[3:17:52] the number of rows became 5,800 something. And now when we are uh taking the 2013 and we are adding it to this union table the number of rows have increased to 9,892 rows. And these number of fields are 10

[3:18:07] rows. And these number of fields are 10 fields. Why it has become 10? Because let us focus over here. Yeah. You see here country, country is

[3:18:19] there in our data set. Country, state, region, category, subcategory, product name, sales and profit. So see this eight columns.

[3:18:31] columns. country, state, region, category, subcategory, product name, sales and profit. So, eight columns are also available in our original data set. also available in our original data set. So, see when I I I I add this 2011 +

[3:18:44] 2012 + 2013 in my final table, I should be having only eight columns. But what you are able to see here, we are able to see here total 10 columns. Why these 10 columns have come up here?

[3:18:59] columns here, what are these last two columns? These last two columns have been created by Tableau. We have not created these last two What is the last two columns here? First colum the the second last column is

[3:19:13] known as sheet. So see these are the sheet here. How many sheets we are sheet here. How many sheets we are having here? Three sheets 2011, 2012 and another column which is known as table name.

[3:19:26] name. 2011 12 13. So here these two columns 2011 12 13. So here these two columns have been created by Tableau not by us. So our actual columns are these eight columns. But because we have done the

[3:19:38] union that's why these two columns have been created by Tableau. I hope that you are able to understand this thing. Yeah, clear this point. [snorts] Okay. You'll ask me a question that

[3:19:52] summit we are having in the original tables only eight columns. Why here we two things because these two columns have been created by have been created by tableau. Okay. Now here we are having

[3:20:06] tableau. Okay. Now here we are having sheet and here we are having table name. So if you see the sheet and table name they are having the same data. Okay. So what we can do here we can hide one of these column because I don't want to

[3:20:22] have these two columns which is having the same data because both are showing you here 2011 this is 2011 and then it will show me 2012 and then it will show me 2013. So I don't want to keep both these columns. It's a data duplication

[3:20:36] here. So what I can do I can make one of these column let's say this table name column I can make it hidden. I can hide it because I cannot delete it. Okay, I can just hide it. So what I'll do, I will go to this table name

[3:20:50] column and I can just hide it. I click on hide and see now this one column is hidden. Table name is hidden.

[3:21:02] And now here it is written sheet. Now see sheet doesn't look good. Here the title is not looking good. What I can do? What are this one? 2011, 12 and 13. These are ears. So instead of sheet

[3:21:16] I can double click double click the sheet and I can write down here years. Years. See double click here sheet and you write down here years. That's a proper title.

[3:21:30] Yeah. So I I also require this years column because if I want to do the analysis of sales and profit over a period of time, I require this years column. So instead of sheet, I change the name to years. That's all.

[3:21:47] Nine fields. Nine columns. And the number of records are same 9,892. So this is how you are doing the data union. Now remember this thing that in this example we were having one file, one

[3:22:02] Excel file and one Excel file was containing different sheet. It is not compulsory that every time you'll have this thing. It is possible that you may have different Excel files. One Excel file will contain one one Excel file

[3:22:16] will contain the data of 2011. Another Excel file will contain the data of 2012. Third Excel file will contain the data of 2013. So what you can do here? You can bring all those Excel files one by one year.

[3:22:31] Yeah. Because this kind of situation will not be always in in in your company. Yeah. Every month you are getting one one Excel file. Yeah. So you you have to bring this Excel file over here.

[3:22:45] file, you'll be able to see the different sheets here in the Excel file. And then you can simply drag that sheet and create the union. That's all. Okay. The concept is same. But here in this example, we are having one Excel file

[3:23:00] and one Excel file is containing various sheets. Yeah. But it's not compulsory every time. Yeah. So once we have created this data union. Yeah. Now I can go to this sheet one

[3:23:14] below. We can click on the sheet one here. And now in the sheet one what I here. And now in the sheet one what I can do? I can drag let's say this ears. can do? I can drag let's say this ears. I drag the ears in the columns and I can

[3:23:28] I drag the ears in the columns and I can drag the sales sales in the rows area. So see years I can put it in the columns and I can drag the sales in the rows and I can drag the sales in the rows area and now this is a column chart.

[3:23:42] Okay let me make it entire view. Entire view sorting button either you can click these two sorting button or this button

[3:23:54] the sorting. And now I can see that in 2013 the sales was maximum followed by 2013 the sales was maximum followed by 2011 and then 2012.

[3:24:07] Yeah, I can also create a line chart here if you want. I can go to show me in the show me. If I click here show me, I can click on this line chart. This one. Okay. I can click on this line chart or

[3:24:21] for lines. Okay. Lines. Okay. Now sorry lines it requires one date field here date field okay so I cannot create a line chart here why because see this is here we are having only years there's only year 2011 12 and 13 we are not

[3:24:36] having the exact date if here we would have some date column like order date ship date and I [snorts] could have created the line chart but here you can see that I cannot click this line chart here because it is telling me that for

[3:24:49] here because it is telling me that for line chart I require one date field. Okay. So there's a difference here. Date field is different and this year column is different. It is only containing here year. It's not a date. Yeah. So I can

[3:25:02] create this kind of column set and I can do this kind of analysis. Yeah. do this kind of analysis. Yeah. So this is what we mean by data union. I hope it's clear. Any question from your side?

[3:25:21] understand in this data union. So first of all you bring all the sheets or you bring all the Excel files to your tableau. You connect with your tableau tableau. You connect with your tableau and then you

[3:25:35] and then you uh do the data union in the data source area. Let me click on this data source here. You do the union over here and then yeah you can come to the sheet one and

[3:25:48] yeah you can come to the sheet one and then you can create such kind of thing. having one one file it doesn't make any sense. Yeah. So you should have at least

[3:26:02] two uh data sets which are having the same number of columns and same titles and you can do the data union. data union is clear. So what you can do if you want to save this file separately you can click on file save as

[3:26:19] and let me also save this file. Yeah for each topic I want to create a separate file so that you can see those [snorts and clears throat] Okay. So I'll save here this file as uh

[3:26:35] day2 and I write down here data union. Okay, just for my uh reference here day 2 data union and I

[3:26:47] save here as EWBX. Remember this point EWBX. Remember this point EWBX. Now see one of the advantage of TWWB Now see one of the advantage of TWWB is this that TWWB file will be smaller

[3:27:02] file. Smaller file means it does the the size of that file will be small. Why? Because you are not attaching the data set in the TWWB set in the TWWB while the TWWBX file will be always a

[3:27:15] larger file a big size file. Why? Because the data set is also attached over here. Okay. Okay. So our data set is containing only 10,000 record. But if you're having a data set which is containing let's say uh 100,000 record

[3:27:28] then definitely your TWWBX file will be very very large enough. Okay. So you have to decide. Yeah I am not saying that TWWB file is a very bad file bad option. The advantage that we get with the EWB file is that that the

[3:27:43] file size will be small because there is no data set attached with that file. colleague is already having that original data set then you can just send original data set then you can just send them the TWWB file. But remember that

[3:27:58] this this file that you are sending it to your colleague it is because that your colleague will also help you in creating the visualization. If [snorts] creating the visualization. If [snorts] you are sharing this file with your

[3:28:10] users with your business user then you should not say you or say you should not should not say you or say you should not send this TWWBX file. If you want to share this report, this Tableau report with your

[3:28:23] business users then either you can use Tableau server if your company is very large enough or you can use one another concept known as you can use one another concept known as Tableau online. In the Tableau online

[3:28:37] you can create your account and then other people can also create their account and then I can share this file with my other business users through the Tableau online. Tableau online is much more cheaper because in Tableau online I

[3:28:52] more cheaper because in Tableau online I am just giving the money per account. Okay. So if my organization is small and if there are let's say 20 users only in my organizations who are using Tableau I can go for Tableau online.

[3:29:05] But if there are let's say 500 users, 600 users, 1,000 users then it makes 600 users, 1,000 users then it makes sense to go for Tableau server. Okay. So data set also. You can store the data set. You can also store the report and

[3:29:19] you can also provide the access to the reports in the Tableau server. So these are the advantages of Tableau server but they are very costly. Remember this point. Okay. You can check with the Tableau team. I don't know the

[3:29:33] exact figure. Yeah. So let me save this first of all this file. I'll save it with TWWBX day2 data union. day2 data union. Okay, let me check here.

[3:29:49] Uh, Tableau server Let us see if something is there here. Uh,

[3:30:07] will be there or not. Normally, they will not share this information. you have to ask them specifically and then only they'll be able to share.

[3:30:26] uh Tableau server also you can try for free if you want. Yeah. But uh there's free if you want. Yeah. But uh there's also this Tableau online. also this Tableau online. Okay. This is the new Tableau online.

[3:30:48] here. You can check it this different pricing here. Enterprise viewer pricing here. Enterprise viewer uh

[3:31:01] you are providing the license to your user business user. Okay. Now see business user will not be creating any visualization. they'll not be creating any Tableau uh report. So for them these kind of licenses are very good that is

[3:31:16] enterprise viewer license. Okay. This is $35 per user per month basis and they are build annually. Okay. Uh and if you want to if you want to give the license

[3:31:28] a Tableau license to a developer Tableau developer then the [snorts] Tableau developer should have this enterprise explorer. Okay. So that is costing $70 per user per month basis. Okay. But just for viewing purpose you require this

[3:31:43] license which is cheaper almost. Yeah this is half. Okay. So here you can save your money. You have to decide that okay how many people will be developing the uh the report and how many people will be viewing the report. So for viewing

[3:31:56] you are having this license and for developing you are having this license. And here it is little bit much more is expensive. Discover insight with your end to end. Yeah. So here you'll be having some extra features here. I have

[3:32:11] to go through this thing. Yeah. But uh here it says Tableau Desktop. It includes Tableau Desktop, Tableau Prep and one creator license. Yeah. So here you are having additional features. That's why they are costing here 115 uh

[3:32:26] uh dollars per user per month basis. Okay. So you can check this thing Tableau pricing. [sighs] So I think so Tableau this uh union part is clear. We'll open another Tableau

[3:32:41] clear. We'll open another Tableau desktop file a new file and now we'll be going for the concept known as known as pyro table. What is this pyro table?

[3:33:03] concept which is known as pivot table. Okay. Now all of you you know this pivot table because we discussed this thing in the Excel uh course. Now here

[3:33:15] we can also do the pivoting of the table pivoting. So what we'll do now we will use this data set. Which data set here? Let me show you the data set. We'll be using this data set which is known as p

[3:33:28] data.xls. Okay. So now we'll be connecting this Okay. So now we'll be connecting this excel file p data doxls [snorts] with the tableau file with a blank tableau file. Yeah. If you have not

[3:33:41] downloaded this data set, please download it immediately and we connect it with our this Tableau desktop or Tableau

[3:33:54] this Tableau desktop or Tableau uh public. Let me close this file. file. I click on Microsoft Excel. And now I'll be connecting that

[3:34:09] now I'll be connecting that uh this one. you say. Okay. So pivot data or pivot data this Excel file I'll be connecting

[3:34:21] data this Excel file I'll be connecting with Tableau desktop or Tableau public. having sheet one. Now see if your Excel file is containing only one sheet then

[3:34:37] automatically it will come over here. You see here I I I did not drop this sheet one here. It automatically came because in my Excel file if I open that because in my Excel file if I open that Excel file that P table or P data

[3:34:52] Excel file that P table or P data let me show you that P data Excel file. I'll be connect which have which I have now connected with Tableau. So this Excel file I have just created a demo. Okay, this is a demo file. So here there

[3:35:06] are some products. Okay, and there are these you can assume that these are the sales figures. Sales figures for various financial year. So figures for various financial year. So financial years 17, 18, 19, 20 and 21.

[3:35:20] And these are the products. Okay, phone, television, PlayStation, home theater, router, smartwatch, laptop. This is just a demo file here. So now here you can see that I'm having separate columns for each of the year.

[3:35:35] Yeah. Now if I I have connected this file, okay, with this Excel uh sorry I've connected the Excel file with the Tableau desktop. Now

[3:35:49] here we are having this separate columns. situation where you are having separate columns for each of the year or separate columns for each of the month then this will uh if you directly use this data

[3:36:04] will uh if you directly use this data set and if I go to C21 suppose if I go to C1 here and now if you tell me that okay uh yeah if you ask me that okay Samir I want to uh see

[3:36:16] the [cough and clears throat] sales figures I want to analyze whether over a period of time whether the sales has increased or decreased for each of the product. Yeah. So I want to do the I want to create here uh let us say a

[3:36:30] column chart. Okay. I and I want to do the analysis of the sales figure for the analysis of the sales figure for each of the year. So here what is happening that if I go to sheet one I can see these various

[3:36:43] columns. Okay. So suppose if I put this product into the columns area then what I have to do? So I have to drop here 2017,

[3:36:56] 2018, 2019. You see the issue here? I have to 2019. You see the issue here? I have to put here separately each of these uh fields. And now I'm getting these kind of visualization.

[3:37:12] It is not not making any sense here. Yeah, I cannot analyze these kind of visualization. I want to create here a column chart for each of the product and I want to analyze their sales figures for each of the year.

[3:37:26] Okay. So this is the issue here that I can if I keep this year separately then it will not help me. So what I want to do I want to remove this. See first

[3:37:38] of all I'll show you one technique here. If you have created some visualization visualization, how to delete the visualization, you are having one button here. Yeah, this is that button which is on

[3:37:52] the left hand side of this web button. This button, if you click this button, then this visualization will go away. Okay, so if I click on this button here, the visualization is gone. Very easy. Okay. So remember this button here.

[3:38:05] If you want to clear it is it says here clear sheet. Okay. So I'll go back to the data source below. You can see here at the bottom area bottom left corner data source. I click on data source. So just now what is happening that I I I

[3:38:21] separately. So what I want to do now here I want to So what I want to do now here I want to do the pivoting. What is potting? Here I want to convert

[3:38:34] What is potting? Here I want to convert these five columns into five rows. I repeat I want to convert the five columns into five rows. Now in case of PowerBI uh in case of PowerBI have you gone

[3:38:47] uh in case of PowerBI have you gone through that concept of P and unpivot? known as P and UNP. Have we gone through that concept here?

[3:38:59] Have we gone through that concept here? Yes. Okay. So p means in case of powerbi p means you are converting the rows into columns and in case of powerbi the unpivoting means you are converting the columns

[3:39:11] into rows. So in powerbi we are having separate two topics p and unpivot while in case of uh tableau both p and unpivot are overall known as p. Here we don't have that concept of unpivot.

[3:39:27] Yeah. Though we do the unpivoting in unpivoting here what I'm doing I'm converting the columns into rows. So it is unping but according to Tableau it is known as P. Okay. So here we don't have separate concept. The whole thing is

[3:39:42] known as P. Whether I do the potting or whether I do the unping in Tableau it is overall known as potting. So how to do the potting? Here you select this first column 2017

[3:39:58] and now you press the shift button because see you want to select all these five columns you press the ship you select the first column 2017 press the shift button and now you select the last column here 2021.

[3:40:11] Okay. When you select the last column here by pressing the ship button you see that all the five columns are selected. So even if you're having 100 columns you should not worry. Select the first column. Press the shift button and then

[3:40:24] you select the last column and then all these columns are selected. Yeah. Now what we want to do? We want to do the we want to convert these columns into rows. So here I have to click this any of this

[3:40:38] drop- down arrow. Yeah. Either I can click here or here anyone I can click the drop- down arrow. And now here we have this option known as p.

[3:40:50] P. Here you see here there's option P. Click the drop-down. Any one of the drop-down click on P. When you click on P when you click on P here you are now having here. See phone phone. See now

[3:41:04] there are different records here. There there are duplicated record. But why they are getting duplicated? Because here you are having five years and these here you are having five years and these are the pivot fields values. Okay. So

[3:41:17] these now these two columns have been created. pyword fields name and pyword fields value. These two titles are given by Tableau. happened that when you are doing the unpivoting or potting PowerBI is giving

[3:41:34] unpivoting or potting PowerBI is giving its own title. So now what we can do is pivot fields name I can double click and I can write down here financial year or FY.

[3:41:48] Okay, I can write down here FY financial year and here I can double click pivot table pivot uh fields values I can double click and I can write down here let's say sales because these are the sales

[3:42:01] values so I write down here sales so see this is the product column this so see this is the product column this is financial year and this is the sales

[3:42:16] okay so I have changed the title here. And now my job is done. I can go to the sheet one. I go to the sheet one. And now I can drag here. I can drag this financial year in the columns area. And

[3:42:31] I can drag the sales here. Sales in the rows area. And now I can see the column rows area. And now I can see the column chart. Yeah, I can make it entire view. And entire view. And now I can click this sorting.

[3:42:45] You see here 2020 year 2020 is having the highest sales followed by 2019, 2021, 2017 and 2018. I did the sorting here. So what I have done here I put the

[3:42:57] financial year FY into the columns area and I put up the sales and now you see here it is very easy. So this is what you can do with the potting that when you are having many columns like this. So it is very

[3:43:13] difficult to analyze all those columns together. So convert those columns into rows by doing the potting and then you can put it into the visualization. This is the concept known as p. Suppose if you are having uh two columns like male

[3:43:28] you are having uh two columns like male and female. Yeah. So instead of keeping those two columns separately what you can do you can select those two columns male and female do the potting and then you can create a gender column. Okay.

[3:43:41] and then there will be one numerical column. Numerical column it can be sales profit anything. Yeah. So rather than keeping those two separate columns male and female convert it into uh do the potting and then you create those two

[3:43:56] columns. One is gender column and once you have the gender column then you can do the analysis that okay you want to see uh gend uh that which which uh gender is having how much sales or which gender is generating how much sales.

[3:44:10] Yeah. So it is better rather than keeping those two separate columns and then putting what over here it is difficult. So you can do this ping in some some situations like this. So please save this file

[3:44:24] always. So file save as and I'll save it as TWWBX. Okay. And I'll use this one that is uh Okay. And I'll use this one that is uh day2

[3:44:47] pyote data. Click on save button and save it as TWWBX pivot data. This is the file. You can close it. Okay. And now finally we'll be going for the

[3:45:00] uh next topic here. Maybe it will be the final topic when and let us see if we back to that sample superers store data set. [snorts] But now I'll be going for the next topic which is known as data blending.

[3:45:14] Okay, data blending here. So for data blending we'll be using these two files blending we'll be using these two files that is office sales.xls that is office sales.xls and another fine will be coffee sales.

[3:45:28] Okay. So, office sales and coffee sales. These two files will be connecting with These two files will be connecting with our blank tableau desktop file. Okay. So, we are going for the next concept which is known as data blending.

[3:45:43] Now, let me see some theory part over here. See, we have seen this union part. Union we have already seen. Okay. Now, we are going for the data blending.

[3:45:59] Okay. So what is data blending here? Data blending it says that blending is a method of combining related data from multiple sources in a single view to analyze it.

[3:46:13] So it is a method of combining related data. Now related data, what do you mean by related data? Let's say I'm having a employee data. I'm having a department data. Okay? So there are two tables here. employee table and the department

[3:46:27] table. [snorts] Now they are somewhat related. Okay. So employee data will also containing the department information. Let's say if I'm working in

[3:46:39] marketing department then it will show me that okay in in my employee data it will show me that okay employee ID 101. Yeah. Then it will write my name and surname somewhere. Then it will show that okay I'm working in marketing

[3:46:53] department. and then it will show other details about me. Okay, the salary and the gross salary and the net salary. And then there is also another table which is known as department table. In the department table only the department

[3:47:05] written and their location will be written. Okay. So if the marketing department is there that the marketing department ID will be 101 or 01 let's say the department name will be marketing and the location will be let's

[3:47:19] marketing and the location will be let's say Frankfurt. Okay. So this is how the this kind of related tables if you're having and if you want to bring it together in Tableau remember that this the tables

[3:47:32] here that we are bringing over here for data blending data blending the number of columns are not same. The titles of those columns are not same. Okay. In the data union what we saw that

[3:47:45] in the data union all uh the number of columns were same and the titles were also same. So we went for data union. But in the data blending that's not the situation. Employee table will contain 10 columns

[3:47:58] or 15 columns and department table will contain three columns. contain three columns. But what is the main purpose over here in the data blending that when I'm connecting one table with another table.

[3:48:11] Yeah. Then I should be having one common field. Minimum one common field. There should be one common column between the two tables. There only I can do the data two tables. There only I can do the data blending. Yeah. And both are coming from

[3:48:25] sources. One one will be coming from SharePoint. Another will be coming from from let's say SQL server or one is coming from Oracle server. Second one is coming from SQL server. I can connect those two tables with the help of data

[3:48:40] blending. and both the tables are containing different columns and different column numbers. Okay, in that case we go for the data blending. Okay, so here it says data blending is a

[3:48:55] method of combining related data from multiple sources multiple sources in a single view to analyze it. Yeah. So secondary data source. There's also one more table from secondary data source.

[3:49:09] And then here it's it says Tableau identifies the common dimensions within the common field. What which is the common field between the two tables and then with the help of this common field it will connect the two tables and that

[3:49:24] third table. The whole table will be connected with the fourth table. Likewise okay. So this is what we mean by data blending. And now I'll show you the practical part. So let me open a blank Tableau desktop

[3:49:40] file. You can open a blank tableau desktop file. Now you see here if you are having the trial period every time when you open this Tableau desktop then it will give

[3:49:53] you this kind of message. This window here your product trial ends in 13 days. You can either continue trial or activate the product uh using your activate the product uh using your product key or uh credential.

[3:50:06] product key or uh credential. Okay. So I click on continue trial. Okay. So every time it is reminding us that you don't have the actual version. You are having you you are using the trial period here.

[3:50:22] connecting those two data set. I've already mentioned this data set office sales and coffee sales. One by one we'll be connecting here. connecting let's say coffee sales suppose just an example okay so I click

[3:50:37] on Microsoft Excel and I click here let's say coffee sales the first file let's say coffee sales the first file click on coffee sales I click on open

[3:50:51] so here you can see that we are having the coffee sales that's the file name coffee sales is the file name and within this file we are having one sheet which is known as coffee chain sales This this is the sheet name. Let me show

[3:51:05] This this is the sheet name. Let me show you that file. If I open that file, Excel file you see here, this is that Excel file.

[3:51:22] and coffee sales files is containing the sheet known as coffee chain sales sheet. And here what we are having we are having the product type product having the product type product state type region and coffee sales. So

[3:51:38] these are the various product type like coffee espresso. Yeah herbal tea and coffee espresso. Yeah herbal tea and tea. Uh let me open that another table. tea. Uh let me open that another table. Okay that is the office sales.

[3:52:02] which I've opened. On the left hand side you can see the coffee sales on the right hand side you can see the office sales. So in the office sales also we have here state code

[3:52:14] state market size territory and office sales. Now see here I have given some color. There's a yellow color here. There's a green color. So what is this yellow color here? That here it is showing me that

[3:52:29] there are these two columns which are common. Okay, this state column is also available in the coffee sales and in the office sales also we are having the state column. So as I said earlier that for the data blending you require at

[3:52:46] least one common column. Without that column you cannot do any data blending. you require at least one common column. Yeah. So state column is here is common. But also you can see here that we are having the

[3:53:04] uh this one that is the uh uh region column. You see here there is a region column. In the region column also we have here northeast, west, south. Okay. And here we have a column which is titled as territory column. But if you

[3:53:19] see the territory column, it is also having the same data northeast, west, south. So the titles are different region and here it is territory but the data is same. So here we can see that

[3:53:32] there are two columns which are common between the two tables state column and between the two tables state column and the region column. Okay. So we we we have to remember this this information. Now what I do I go to this uh yeah

[3:53:47] coffee sales. Okay. So I have brought here the coffee chain sales. Yeah. And here the coffee chain sales. Yeah. And this is the six fields and 13 rows. Okay. So this is this is there. Now what we do that now I want to I want to now

[3:54:01] bring the office sales here. I brought here the coffee sales and now I have to bring the uh office sales here file. So what I have to do now? You see here there is one there is one cylinder here

[3:54:16] on the top left corner here there is a cylinder I have to click that cylinder this above area I click the cylinder and in the cylinder I can see this coffee chain sales bracket coffee sales and now it is giving me another option known as

[3:54:31] new data source. Yeah. So click this I this cylinder icon drop down and now you click this new data source. Once you click on the new data source, yeah, when you click on the new data

[3:54:44] source, then you are getting this blue dialog box again, what you have to do, you have to click this Microsoft Excel again because your file is Microsoft Excel. This office sales is also Microsoft Excel. So I click on Microsoft

[3:54:58] Excel here. And now what I have to do, I have to go to that folder where my database is available. And now I have to select this office sales. Okay, I select this office sales here.

[3:55:11] And once I select the office sales, I click on open. click on open. And now you see here this is my office sales. The sheet name is office city sales. And

[3:55:24] The sheet name is office city sales. And see it is having six fields and 18 rows. Okay. So this is how we bring the two files one by one. First of all, I brought the coffee sales file and then I click on this icon, this uh cylinder

[3:55:39] icon. Now you can see that I'm able to see the two files here, coffee sales and office sales. But if I want to bring another file, I have to click here this button new data source and it will come over here.

[3:55:53] Clear? Yeah. Now I have brought both the files to Tableau. Now what we have to do? We have to click on the sheet one here Click on the seat one. When you click on the sheet one, so now here you can see

[3:56:11] on the top area, this area here you can see that we are having both the files or both the data set you can say coffee sales and office sales.

[3:56:23] Now see if I click on this coffee sales this first file first data set I can see this first file first data set I can see all the uh the the dimensions and measures of the coffee sales. If I click here office sales I can see all the

[3:56:36] dimensions and measures of the coffee sales. Okay this is how I can see this thing. Now what I'll do I will click on coffee sales and now what I have to do that I have to create the relationship here. Once I bring both the files yeah

[3:56:50] to tableau then I have to create the relationship. How I can create the relationship by by connecting the common field between the two tables. Which are the common fields over here? State state and region territory. Okay. So I have to

[3:57:05] tell Tableau that these are my common field. Okay. So I have to create [clears throat] the relationship here. So for creating the relationship here I have to go to the uh

[3:57:20] data click on this data tab here above. Okay on the top area after file you can click on the data tab. In the data tab you are having one option here known as edit blend relationship.

[3:57:35] Edit blend relationship. Okay. So click on the data tab and you click here edit on the data tab and you click here edit blend relationship. And now here you can see this dialog box which is known as blend relationship. [snorts]

[3:57:48] In the blend relationship it says here blend relationship determine how data from secondary data sources are joined with primary data source. Now here in my case my primary data source is coffee sales because I

[3:58:03] selected already the coffee sales here on the top area. So my primary data source is coffee sales and my secondary data source is office sales. Now in your case if you are having primary data source as office sales and if your

[3:58:16] secondary data source is coffee sales you don't worry. Yeah you can go for any one of the primary data source. So primary data source in my case is coffee sales and secondary data source is office sales. Now here you can see that

[3:58:29] it is written here state. So Tableau has already identified the common field between the two tables state. Okay. But Tableau has not

[3:58:41] identified the another common field which is region and territory. Why? Because because the titles are different. Okay. different Tableau will not be able to identify. But now we have to tell

[3:58:57] Tableau that no this region and territory is also a common field between the two tables. Just like state region and territory are also common field.

[3:59:09] So here we can see state state that's fine but now I want to create here another relationship between the region and the territory. Now how to create the relationship? I have to go to this see on the top area

[3:59:22] you can see here automatic and custom. When automatic is there then automatic in automatic mode Tableau will identify the common field which are having the same name. So see in automatic it is showing you state state. But now if I

[3:59:37] region and territory I have to click here custom. I have to click here custom. Select here custom option. And once you select the custom option then you have to click here below add button.

[3:59:53] Okay. Click on the add button here. After clicking on custom here you click on add button. And when you click on add button then here it says add oblique edit field mapping. So now you have to

[4:00:09] tell Tableau that this region and territory they are matching. Okay. So source. Here it is showing me secondary data source. What I've done here I have repeating the step. Ive selected here custom option and then I click on the

[4:00:25] add button. I click on add button then it this comes up over here this dialog box. Now here I have to select region on the left hand side or if you are having select territory here and here I select territory. So see region and territory

[4:00:41] you select like this. So this is how we can tell manually Tableau that this region and territory they are linked. they are the common field. So region I select here territory I click on okay

[4:00:57] button and now you can see here that field has also come up here region field has also come up here region territory and state state that's all okay it's not compulsory that you have to select you have to bring here another

[4:01:11] common field also you can also just keep it here state that's also fine no issues okay it's not compulsory that you should have two common field minimum one common field has to be there but here in this case we are having two common fields

[4:01:25] common fields I have to click on okay button. Now click on okay button. Okay. So now these two tables coffee sales and office sales they are connected with each other with the help of that common field state and

[4:01:40] territory region. Now what we do we create the Now what we do we create the visualization here. Let's say the state. Okay, let me drag here the state. I put it here in the columns area.

[4:01:56] Okay, and then or let me put the state in the rows area because I want to create a uh bar chart. So, I put the state. See, currently I have selected here coffee sales on the

[4:02:10] top area. I've selected here coffee sales and I drag here. I drag the state in the row section because I want to create a bar chart. And then what I do, I drag this coffee sales. Okay, this coffee sales I put it over

[4:02:24] here in the columns area. Drag the coffee sales in the columns Drag the coffee sales in the columns area. And now you can see that the bar that is created. I can make it entire view.

[4:02:37] Okay, make it entire view. And now you can do the sorting. sorting. So I can see here that connecticut is having the highest sales coffee sales

[4:02:50] [snorts] and the lowest is Illinois. Okay. So I have just dragged the coffee sales. I have dragged the set over here. Yeah. And I have created a bar chart and button. Either you can click this button, these two buttons as we know or

[4:03:05] you can go to this x-axis area and in the x-axis area where you are having the coffees you can click that button for sorting. Now you see here when I'm when I'm dragging these fields here from the coffee sales you see that this cylinder

[4:03:23] just check this cylinder here of the coffee sales it is having a blue tick mark here. Yeah there's a blue tick mark here when you track the state and the sum of uh this coffee sales here you see here the

[4:03:37] blue tick mark. Yeah just focus on this blue tick mark. Now what we do I click on on here office sales.

[4:03:49] Okay. I click here on the top area office sales. When once I click on the office sales. When once I click on the office sales. Yeah. Now once I click on the office sales you see here two things.

[4:04:01] things. Okay. This kind of icon this chain icon or the link icon here. What is this link icon here? This link is that connecting link. So we have connected state with state. Okay. State of office sales we

[4:04:17] have connected with the state of office sales. So that is this link here. This relationship here. This is the relationship link here. Okay. And then another link is between territory and region. So see this link

[4:04:33] territory and region. So see this link is having a cross here. So currently I'm not using this link here. what I'm I'm which which relationship I'm using here state I'm not using this territory territory though I've connected here but

[4:04:46] here it is showing me cross okay so what I can do now I can uh I can drag here office sales okay from the office sales I'll click here office sales and I put it over here

[4:05:02] after the coffee sales okay so drag the office sales and you Put it over here in the columns area after the coffee sales. And now you can after the coffee sales. And now you can see that there are these two bar chart.

[4:05:16] Just select here office sales and then you click here office sales over here.

[4:05:29] See both these link are active. Now here if I put my pointer on this link that is the state link. It says here stop using state as linking field. If I don't want to use the state as a linking field, I can click on it and then that state

[4:05:45] linking field will be out. Yeah, it will not be used. Or I can I I can also uh stop this link here. Yeah, if I click over here,

[4:05:57] you see here, if I click over here, then something has happened here. If I again click here, if I again click here, yeah, it is different here. So here what I have done I in the

[4:06:12] in this visualization I can see that in this coffee sales I can see here that there are total 3 4 5 6 7 there are seven states in the coffee sales. But in the office sales it is showing me only these two states here. Which are the two

[4:06:27] these two states here. Which are the two states here? Ohio and Texas. Okay. But if I go to the data set here, let me show you the data set here. So in the office sales, how many states are written here? Texas, Ohio, and

[4:06:41] Washington. While in the coffee sales, I'm having here connect, California, Texas, Ohio, Illinois, Louisiana, and Florida. So

[4:06:53] here in the coffee sales, I'm not having the state name known as Washington. Washington is already only available in my office office sales while these two states Texas and Ohio they are the common states in both the

[4:07:08] tables. Here also I see Texas here also I see Ohio and here also I'm having Texas and Ohio. So that's why you see here when I'm going when I'm creating these visualization when I'm taking the coffee sales first and then I'm taking

[4:07:23] the office sales I can see here seven states in the coffee sales and I can see here two states in the office sales I can I I cannot see here the Washington state because Washington state is not available over here.

[4:07:41] Washington state. It is just keeping the Washington state from the office sales here. And also if you see this this icon here And also if you see this this icon here this tick mark.

[4:07:55] Okay. See coffee sales is this cylinder icon is having a blue tick mark and office sales is having the the the cylinder is having the red tick mark. What is this blue tick mark and red tick mark? Blue tick mark means that in

[4:08:10] current situation coffee sales is the primary data source and office sales is the secondary data source. Now how we can decide which is primary and which is secondary. So see primary

[4:08:24] data source is that data source where we are starting our visualization. Okay. So what I did here I went to the coffee sales. Okay. I went to the coffee sales and then in the coffee sales I drag here

[4:08:37] state I drag the coffee sales here. So that's that's why my coffee sales data set was my primary data source because I used the uh the fields first from the coffee sales and then I came to the office sales and then I dragged this

[4:08:53] office sales field over here. So that's why in this case my office sales is a secondary data source because it is having a red tick mark. So blue tick mark is is notifying you the primary data source and red tick

[4:09:08] mark is notifying you the secondary data source. Okay. Now remember that this primary data source and secondary data source these are not permanent. I can now show you how to make this

[4:09:22] office sales primary data source and how to make the coffee sales secondary data to make the coffee sales secondary data source. I can also do like this. Okay. So what I'll do, I will click this uh clear sheet. Okay, I click I click on

[4:09:37] the clear sheet. Now what I'm doing, you just focus over here. I'm going to the office sales here. I'm clicking the office sales data set. So first of all, I use the office sales and then I'll use the coffee sales. So I go for office

[4:09:52] the coffee sales. So I go for office sales and now now I drag here state. I drag here office sales. And you see here now you see the the icon here you see that blue tick mark here which is having the blue tick mark. Now my

[4:10:07] mark because this is my primary data source because I have used the fields first of all from this office sales. That's why my office sales is the primary data source.

[4:10:21] is the primary data source. Then what I do I go to the coffee sales I click the coffee sales over here. And now I drag the now I drag the coffee sales field. I put it over here.

[4:10:34] Okay. I put the coffee sales over here. And now you see these two tick marks. Yeah. Now you see these two tick marks here. See, now in my case, office sales

[4:10:49] is having a blue tick mark and coffee sales is having a red tick mark. So office sales is my primary data source and coffee sales is my secondary

[4:11:01] data source. So that is what I wanted to highlight here that it all depends upon which data source you are using first. The data source you are using first will always be your primary data source and the data source which you are using uh

[4:11:15] uh at the last or second uh second data source that will be always your secondary data source. So you can change this order also. Yeah. So you can change this order also. Yeah. Now you see here I have first of all

[4:11:28] taken the coffee sales. Let me make it entire view. And if I do the sorting here descending sorting. So see now this is my coffee office sales. In the office

[4:11:41] sales I can see Texas, Ohio and Washington. And in the coffee sales I can see only these two these two uh bars that is of Texas and Ohio.

[4:11:53] Okay. See in the coffee sales we are having seven states. We are having the data of seven states in the coffee sales. But here I can see only these two states. Why? Because in this left hand side I'm having only three states. So

[4:12:08] accordingly whichever state whichever state is common it will be shown over whichever states are not common they will not be shown on the right hand side. So see this Washington is available on the coffee sales but

[4:12:20] sales. So it is not shown over here. And the other data and the other states are not shown over here because they are not matching over here with the office But the concept over here is data blending is this that you can go for the

[4:12:38] data blending because many times you'll be using this concept. See normally you will not work with one table you'll be working with many tables. Yeah. So and those tables have to be connected with each other. So if you want to connect

[4:12:52] the tables with each other and and in case of PowerBI we have that concept known as merging queries. I hope that that was also covered in your in your uh training that merging queries. In merging queries I can bring

[4:13:06] queries. In merging queries I can bring the uh tables which are of different shape and size and I can connect those two tables with a common field and in the merging queries what I do I'm connecting the two tables side by side.

[4:13:20] While in case of append queries in PowerBI, I'm putting the tables one above the other and append queries I use that concept when the tables are having the same columns and same number of uh columns and same titles.

[4:13:34] columns and same titles. So here in this case Tableau PowerBI here we are having data union concept and in PowerBI we are having merging queries here we are having the

[4:13:46] merging queries here we are having the concept known as data blending. Yeah, just understand like that so that it'll be easy for you. Okay. So, this is what we mean by the data

[4:14:00] blending. Yeah. And this concept of primary data source, secondary data source, this blue tick mark, red tick mark, it it always changes. It depends upon which field you are using first from the table. Okay. So

[4:14:16] the first table it will be then that source and the second table will be automatically becoming your secondary data source here. Can you go over how you got all seven states? See what I did

[4:14:30] here. I I drag the state the state field I drag it from the coffee sales. You go to the coffee sales uh data and you drag the state from the coffee sales and then

[4:14:42] the state from the coffee sales and then you drag your coffee sales value and then you go to the office sales data set and the offices data set you drag the this one office sales. So this state field this

[4:14:58] state field is from the coffee sales not from the offices. Okay. And then we are getting here the seven states here. Okay. So please save this file again for your reference purpose.

[4:15:13] TWWBX. Now one small concept. See here just focus over here. Yeah you don't have to do anything. Uh this is my Tableau desktop. Okay. In the Tableau desktop if I'm in this data source area you can see

[4:15:29] here on the top area we are having this connection live and extract okay live and extract what is this live and extract connection here currently by

[4:15:42] default it is live okay what is the live connection here that let us assume that I'm I'm connecting one of my table from the SQL server okay I'm using one SQL server And what I've done, I have connected

[4:15:57] that table from the SQL server to Tableau. So that is currently live. Okay, I'm using the internet. I'm using the Wi-Fi or whatever VPN and I'm my Tableau is now connected with the SQL server table.

[4:16:13] So this is the live connection. Yeah. And also if you are connecting if you're connecting with your laptop also if you're connecting a data source which is connecting with Tableau that is also known as live connection. Yeah. Now what

[4:16:28] known as live connection. Yeah. Now what is this extract over here? Extract. So see extract is used when we are traveling. Let us assume that today I have got one data set and uh uh

[4:16:44] tomorrow I'm traveling. So what what I'm doing that I want to utilize my time in my traveling. Yeah. Let's say if I'm going from um uh let's say Germany to India suppose. Okay. So it is a 8 hours of flight from Frankfurt to Mumbai or

[4:16:59] of flight from Frankfurt to Mumbai or let's say Frankfurt to Delhi. So uh in that 8 hours and suppose if it is a day day trip day flight. Okay. So I want to utilize that timing. Now see when I'm in the flight definitely I'll not be having

[4:17:12] some of the flights are giving the internet connection but that internet messages and Facebook and all those things but I cannot work with the data set. So tomorrow I already know that I'm traveling then I want to utilize that

[4:17:27] traveling then I want to utilize that time. So what I'll do that just now I'll open my new Tableau desktop file. I'll connect my SQL server table with my live. Then what I do that once the data set is

[4:17:43] coming over here then I can click this extract option. Okay, I'll click the extract option and then when I click on the extract option then when I click on the extract option here, see here it says extract will

[4:17:57] contain all data. Okay, so it will create an extract. I can click also here create an extract. I can click also here uh edit button.

[4:18:10] in much more detail here. But extract what it what it will do extract that what it what it will do extract that extract will create here one file. Okay, it will have some data set which will be attached with this file, this Tableau

[4:18:25] file. And then what will happen that tomorrow I'll take my flight and the flight is yeah in the in the sky yeah at some height then what I can do I

[4:18:37] can open my laptop and then I can start working with the Tableau file. Now see I am not connected with my SQL server. Yeah, because at that 30,000 ft or internet and I cannot access my company's internet or [snorts] internet

[4:18:54] and I cannot uh connect my Tableau file with that SQL server table. what happens here in the extract file that it will extract will create one uh

[4:19:06] uh let's say one kind of a demo data set. Okay, it will extract one uh uh uh some records from that main table and then it will attach with this Tableau

[4:19:18] file and then when I'm in the flight I can work with this data set. I can create whatever the visualization I want to create and then once I'm back in my office okay so let's say let us assume that I'm back in the office after one

[4:19:33] week of my travel. So in the one week definitely in one week new records will be created in my SQL server. Yeah because every every day uh new and new records are getting uh uh created in the table. So once I'll come back here to my

[4:19:50] office then what I have to do instead of extract I'll then click on live. I'll again click on live. So what will happen that whatever the report which I have created here, whatever the visualizations I have created here, now

[4:20:05] it will have the live connection, it will have the latest data and all my this whole my report will get updated with the new data. Whatever the data

[4:20:17] which I lost during this one week of my travel, [snorts] that data will come back to this my uh Tableau desktop file. Okay, I don't have to recreate all those visualization. My visualizations are already ready. I have to just go for the

[4:20:32] already ready. I have to just go for the live connection and then again that data will get connected with this Excel file, the latest data and all my visualization the latest data and all my visualization will get updated and I'm ready. Okay. So

[4:20:44] that is the advantage of extract. Normally extract is used also when your data set is very very large enough. Let's say you are having 1 million record. Let us assume like that. Or you are having

[4:20:59] 1 billion record. When you are working with a very very large data set, what with a very very large data set, what you can do? You can take an extract of that 1 billion record. Let's say you are taking only 10,000 records suppose.

[4:21:12] Okay. Uh you are taking one small data set. you you connect with your Tableau create all the visualizations and then again when you go for the live connection your your visualizations will get updated with your all the data and

[4:21:28] you are ready to go. Okay. So this is the advantage that you are getting with the advantage that you are getting with the uh this thing uh extract here and also extract is used when you are traveling. Yeah. If you want to utilize

[4:21:43] your time, yeah, definitely you can when you are in the flight, you want to see let us assume that you are having some deadline and you want to meet that traveling, you should not worry. You can create an extract file and and the

[4:21:57] create an extract file and and the extension of extract file is dot dot hyper. Just like we saw just now saw these two extension TWWB and TWWBX. The

[4:22:09] extension of extract file is always hyper. So that extract file will be always named as blah blah blah dot hyper. H y p e r.

[4:22:21] here. So normally live connection you are using normally when you are working with a smaller data set. But if you are working with the larger data set then you can go for the extract or as I said earlier that you can use the extract

[4:22:35] option only when uh say when you are also traveling. Okay. Because you not have any live connection and remember that this feature this live and extract feature you are only having when you are using Tableau desktop

[4:22:50] only Tableau desktop. Okay. See if I show you here in the Tableau public. This is my Tableau public here. See this is Tableau public. In the Tableau public, I don't have that option of live connection live and extract.

[4:23:03] Yeah. So I cannot create an extract file in the Tableau public. This is another difference between the Tableau public and Tableau desktop. Yeah. So remember this feature here live and extract connection. If you want to

[4:23:16] have it this option, you should always go for the uh Tableau desktop and not the Tableau public. Good. So now let us start. So we'll be that if you want to connect a Excel file, you have to click on this

[4:23:32] Microsoft Excel. So I click on it and then I go to the data set. Okay. So I go to that data set here. Yeah, in your case wherever you have uh downloaded a

[4:23:45] case wherever you have uh downloaded a data set, I'll go to simply learn data set, I'll go to simply learn tableau course data files. And here I'm having this Excel file sample super store 2024.

[4:23:57] Yeah. So you connect that data set. Okay. Sample supertore 2024. Click on Okay. Sample supertore 2024. Click on open.

[4:24:10] we are having the three sheets, three tables or three sheets that is orders, people and returns. Now last time we have already used all these three sheet. For today, from today onwards, we'll be focusing only on the order sheet because

[4:24:22] data set. So, we'll be using only this order sheet. So, simply what we do as you know, yeah, that we drag the order sheet over here. We put it drop it over here. So, that now we are having this

[4:24:37] order sheet. Yeah. Why I'm repeating these steps? Because yeah I know that we have come come back from two uh 2 weeks okay of vacation so even when uh I

[4:24:49] okay of vacation so even when uh I started my uh my job last Monday yeah after this vacation so it it took me some time because whatever I was doing before the vacation I had to recollect that okay this is what what I was doing

[4:25:01] so it takes some time okay so that's why I'm I'm uh showing you these steps otherwise I know that you are knowing these steps so order sheet we have put over here and we have talked about many times about this metadata. Okay. And

[4:25:16] this is the table that we are having. So we'll not go into that detail. Now we'll be going for the sheet one. Okay. After we collect the data set, if you want to start the visualization, you know that we have to click on the sheet one below.

[4:25:29] So we click on sheet one. Let me open my marker also over here.

[4:25:42] initially we are having all these dimensions as you know dimensions are mostly discrete. Yeah they are having discrete values. So they are shown in the blue color here. All these uh the data type icons they

[4:25:57] are shown in blue color. And you know that this uh these are the measures and in between in between the measure and dimensions uh we are having here the a small line here. Okay, there's a very thin line over here

[4:26:12] which tries to distinguish the dimensions at the measures. So the measures are mostly numerical. Yeah. And they are continuous. So they are shown in the green color here. Yeah. Green icons.

[4:26:25] Now what we'll do? We'll start with the initially the basic uh charts over here and then we will move move to the advanced charts here one by one. So chart. column chart though we have created in the earlier file but let us

[4:26:40] create one more column chart over here the same column chart so for column chart you can take any one of the dimension yeah I'll go for let's say our basic category so category I drop it over here

[4:26:55] as you know that we are having here columns and rows so I drag the category I put it over here in the columns so we are having here the see these three categories here

[4:27:08] technology. Okay. So, categories over here in the column section and then let us take the sales here. Yeah, you can take anything discount, profit, quantity, sales, any any numerical field you can take it.

[4:27:21] I'll take here sales. I'll drop it over here in the row section. row section, we are having here sum of sales. Okay, it does the aggregation here

[4:27:36] automatically. Yeah. And here we are having the column Yeah. And here we are having the column chart. A simple column chart. So for the sorting we are having here this button. Yeah. We also have the button over here

[4:27:50] as you know. So let me click on this button here. This button above the descending sorting and now I can see that technology is having the highest sales followed by furniture and followed by office supplies.

[4:28:05] Okay. So this is our simple column chart. Now let me make it here. Now see below we are having sheet one. Yeah. Here.

[4:28:17] So instead of sheet one what we'll be doing? We'll be writing the the the column name here. Okay, miss the visual name here. So, let us double click here name here. So, let us double click here sheet one and we write down here column

[4:28:32] chart. Okay, we write down here column charts. Double click and you write down here column chart. column chart. Okay, so column chart is ready.

[4:28:53] drag the sales and when I drop it over here it became sum of sales. Now suppose the average of sales then what should I do? If you want to see the average of

[4:29:05] over here. Yeah, click the drop-own over here in this sum of sales and then you go to this measure where it is written measure bracket sum and instead of measure bracket sum we can click here average

[4:29:19] okay I don't know whether I showed this thing in the last session but here instead of sum I can go for average okay so I click on average and now you can so I click on average and now you can see it is showing you average of sales

[4:29:32] okay or I can go for here measure average instead of measure average I can go for here. Yeah. Minimum, maximum, percentile, anything I can go I can percentile, anything I can go I can select here.

[4:29:50] remove this average sales. Okay, let me let me bring over here outside. So now I'm not having here average of sales. Now again if I drop Yeah, again if I drop these sales over here, what it does is it it again does sum of sales. So

[4:30:07] here by default uh aggregation here is sum okay by default. Now let's say every time if I want to have by default average sales

[4:30:19] average sales then what should I do because see I ultimately what I have to do that I have to every time I have to click the drop- down go over here and then instead of sum I have to click here average but every time if I want to do

[4:30:32] that then I'll be it will be very tedious process for me and very boring process for me so what I want now let's say that every time when I drag the sales or when I drag the quantity over here it should show me average of sales.

[4:30:45] Average of quantity, not sum of sales and sum of quantity. So what should I do here? Okay. So here if I go to this sales, yeah, this on the left hand side sales, if I click the drop-down here, then in the drop-down,

[4:31:01] yeah, sales, you click the drop-down here and then in the drop-down, you are having various options and one of the option here is default properties here. Default properties. Okay. So again I'm repeating I go to the sales over here on

[4:31:15] the left hand side in the data panel and in the sales there's a drop-down here I click on the drop-down and then in the drop-down I go to this default properties and in the default properties I can see here comment color number

[4:31:28] format aggregation and total using. So in the default properties I go to aggregation we are having here by default it is sum. You can see the dot over here. I don't want to have sum as a default uh aggregation. I want to have

[4:31:44] here average. So instead of sum, I will click on So instead of sum, I will click on average. Okay, I click on average here. Okay, so again if I go to sales drop-down default properties,

[4:31:57] aggregation in aggregation I can see that now it is default is average. Okay, now let me remove this sum of sales. If I remove this sum of sales sales. If I remove this sum of sales here and now again if I drag the sales

[4:32:12] here. Okay, I drag the sales field and when I drop it over here on the row section you see it is automatically taking average of sales. Now I don't have to convert it into average of sales it's automatically there. So every time

[4:32:27] I take the sales or I take let's say the same thing I can also do it for the quantity profit and discount. So every time when I drop it in this area either rows or columns it will always go for the average of sales not sum of sales.

[4:32:43] Okay. Clear this point. Yeah. Default properties. You can check the other default properties also whenever you get some time. Yeah. So set the default properties. Whenever you want to work with the data

[4:32:56] you want to say that okay I want to uh have this aggregation only whether it is have this aggregation only whether it is maximum minimum average sales uh sum etc you set it in uh yeah before you start the creation of the visualization yeah

[4:33:11] change it again if I want to go over here if I every time I want to go for sum of sales I go to the sales click the drop-down

[4:33:23] default properties is aggregation. In the aggregation, I go for here sum. Okay, I click here sum. Now here, let me change it back to sum. Okay, I can also

[4:33:35] change it from here. So now my default aggregation is always sum, not average. aggregation is always sum, not average. Now uh this is our column chart. Okay, this is fine. Now what we do? We create another chart which is known as bar

[4:33:51] another chart which is known as bar chart. So let us uh uh go for this new worksheet. Now you know that here below we are having the three buttons here. Three options here at the bottom area. So the first option here, the first

[4:34:05] So the first option here, the first button here it is for the new worksheet. Yeah, this is for the new worksheet. The second button is for new dashboard and the third button it is for new story. Now dashboard and stories that I'll be

[4:34:19] taking it on the last in the last session. Okay. So now what we'll be doing every time when we want to create a new visualization we we have to click this new worksheet here below. Okay. So click here this new worksheet. And now

[4:34:34] we are having sheet two below. Let us give the name. We give the below. Let us give the name. We give the name here as bar chart. Okay. Double click and give the name bar chart. and press enter.

[4:34:49] So bar chart is now here. So here we'll be creating a bar chart. Yeah. Now what we'll be doing here that in this bar chart instead of category let me take the subcategory. Here we are having this subcategory.

[4:35:04] Okay. So I drag the subcategory over here in the columns area. Yeah. Drag the subcategory not the category. Drag the subcategory. So these are all the subcategories. If you count then there are 17 subcategories here 17

[4:35:19] then there are 17 subcategories here 17 1 7 and categories are three categories. So subcategory I've taken here in the column section and now I take the let's column section and now I take the let's say the quantity suppose just an example

[4:35:33] okay I take the quantity I put it over here in the row section okay so take the quantity or sales or profit whatever you want to go for it I have taken here quantity so it goes for sum of quantity and now my this is a

[4:35:49] column chart this is not a bar chart because as you know that column chart are always vertical and bar chart are always horizontal. Now let us make it uh entire view here on the top area.

[4:36:02] Let us make it entire view. So instead of standard I'll go for entire view. So see this is fine. Okay. Now what is the problem over here? Yeah. Let us focus on the this x-axis.

[4:36:18] Yeah. Whatever the titles which are written in the x-axis, let us focus over here. So you can see here that we are having here accessories. So see the accessories name is not shown properly. It is showing you a c e s o r

[4:36:35] i. I'm not able to see the full name here of accessories. Then appliances and everything is fine. But here again this furnishing. Yeah, furnishing. I'm not able to see the whole name. So what is the problem here that though this chart

[4:36:49] is correct column chart is fine but sometimes when you are having so many subcategories like this or so many let's say yeah discrete values then what is

[4:37:01] enough you are not able to see the names properly that's the issue so what we can do now we can convert this column chart into a bar chart on the left hand side of these two uh sort sorting buttons here. Okay.

[4:37:17] and that is the swapping swapping button. So, what this swap button will do, it will swap whatever are there in the rows, it will swap to columns and whatever is there is column, it will swap to rows. So, this is the swap

[4:37:31] convert the column chart into a bar chart. So, I click on this swap button here and now this is your bar chart. Yeah. Now, what is the advantage of this bar chart? In bar chart we can see all

[4:37:46] these names properly. See I can see the accessories properly, furnishing properly. Suppose even if the names are still bigger then what I can do? I can put my pointer over here and then I can drag it like this. Okay. So I I if I

[4:38:02] want to have here space on the left hand side I can put my pointer here and with side I can put my pointer here and with the help of this arrow I can adjust the size. Okay. So this is the advantage of the bar

[4:38:17] chart. Okay. So when you are having many uh discrete values you want to see it then it is better that you go for a bar chart

[4:38:29] not the column chart. Okay. And if the names are small then it is fine. But if definitely bar chart makes sense over here. In the bar chart also if I want to do the sorting because see here it is see

[4:38:43] how the sorting is done currently by default the sorting is based on the subcategory name. So it starts with accessories and it ends with tables. So it is it has done the sorting but the sorting is based on the subcategory

[4:38:57] sorting is based on the subcategory names from A to Z. Yeah. But I if I want to do the sorting based on the quantity then what I have to do in the quantity here. Yeah. we are having this small button. I click that button and when I

[4:39:10] click the button now the sorting is done in the descending order. Okay. So binders is having the highest uh quantity. Okay. Then comes paper furnishing. Okay. So just remember that I I have taken here quantity. If you

[4:39:25] have taken sales maybe the figures will be different. Okay. The subcategories will be different in the sorting. So binders, papers, furnishings, phones, storage etc. And the the the last category which is having the least

[4:39:39] category which is having the least quantity is copier section in my case. quantity is copier section in my case. Now let us go to the new sheet here. New worksheet. So now we are having sheet three here

[4:39:52] button here and it will create a new sheet. So now let us go for a state column chart. very well. you must you must have created in Excel in case of PowerBI

[4:40:07] created in Excel in case of PowerBI also. So ST column chart state column chart mean it is having the stakes. Okay. So first of all what we'll do here in this uh this sheet we'll be first of all

[4:40:20] creating a simple column chart and then we will we'll be turning that column chart into a state column chart. So for column chart what we'll do let us take suppose we are having here segment okay

[4:40:34] one of the measure one of the dimension is segment so I take the segment I put it over here in the column section so segment these are the three segments over here consumer corporate and home office okay I've taken here segment here

[4:40:49] there is a segment now let me take here suppose profit okay I require minimum one measure. So let me take this profit. I put it over here in the row section. So this is a column chart. Okay. Segment

[4:41:07] in the columns and profit in the row section. Let me make it here entire view. Okay. Entire view. Every time it is better to go for entire view.

[4:41:22] Now I want to create here this is a simple column chart but I want to create here a the ST column chart. Now before I create the ST column chart you can see that I when I put my pointer here on this one column

[4:41:36] I put my pointer here on this one column it shows me here in this white box segment is consumer and profit is profit is equal to uh 136,371.

[4:41:48] Can you tell me what is this name of this white box here? Tool tip. Yes, tool tip correctly. Okay, you must have used it in PowerBI. In case of Excel the tool tip. So see tool tip is very good that when we put our pointer it is

[4:42:05] showing me the value. But what I want to do here I want to put here the the label. Okay. I don't want to every time put the pointer here and then I should know the value of this profit. I want to always have here permanent

[4:42:19] labels. So for labels what we'll be doing now So for labels what we'll be doing now we'll be focusing on this area. Yeah this particular area it is known as marks card.

[4:42:32] This is known as marks card. The above thing is known as filters card. This is filters area or filters card you can also say. And this is your pages section. Pages also we'll be using it. So pages filters and marks card.

[4:42:47] >> In the mass card you can see that first of all here we are having some kind of drop-down. Here it is written automatic. I click the drop-down. In the drop-down I can see here automatic bar, line chart, area

[4:43:01] see here automatic bar, line chart, area chart, square, c, circle, shape, text, map, pie chart, g chart, gant bar etc. There are various options here. So I'll keep it here automatic just now. I'll not change anything. Now here these are

[4:43:15] the five buttons. Okay. The first one is known as color. Okay. The first one is known as color. Second one is size. Third one is label. Fourth one is detail and the fifth one is known as tool tip. Yeah. So we'll be

[4:43:29] using step by step all these five buttons or areas you can say like that. Okay. So uh what I want to do here in this chart I want to put here the label data label. Yeah that you must have seen in

[4:43:45] case of PowerBI also. So what I'll do if I want to put here the label now what I dropped over here I have dropped here profit. I have taken here profit. So if you want to put here the label on the top of these columns then what you have

[4:43:59] to do very very simple you have to take that field. Let's say I I have taken here profit. So I'll take this profit field and this profit field I'll be putting over here onto the label area. You have to drop it. Take the profit or

[4:44:14] whatever the sales whatever you have taken in this chart. Take that measure taken in this chart. Take that measure and then you drop it on the label. When you drop it on the label, you see here the labels are coming.

[4:44:29] the labels are coming. Yeah. Very very easy the label. And here you can see that it is showing you a icon of label that is T. Yeah, this is a small icon and you can see that okay what thing is available in the label.

[4:44:42] label. So it is sum of profit. So whatever the things you are putting over here on any of these panel automatically it will show you over here for your reference purpose. Yeah. So this is how you create a label.

[4:44:57] Yeah. You have to simply drop that field onto the label area. Yeah. So we'll also use this label in other visualizations also. other visualizations also. So this is our simple column chart. Now

[4:45:11] we want to convert that column chart into a ST column chart. So what we do? It's very very easy. Uh let's say I want to see this uh the profit. Yeah, currently it is showing me the consumer profit, consumer segment profit, overall

[4:45:26] profit. But I want to now see that what is the consumer profit for each of the region. Yeah, there are here four regions central, east, south and west. I regions central, east, south and west. I want to know the total profit of the

[4:45:41] want to know the total profit of the consumer segment for each of the region. Yeah. So what I can do here? I have to simply take the region.

[4:45:53] Yeah. This is one example. I take I take the region here and what I'll do I will put it here on the color in this marks card we are having the color panel here so take the region and put it on the color when you drop the region on the

[4:46:09] color when you drop the region on the color now you see this is your stick column chart now it is showing you the individual uh state uh profit over here I have taken here profit so it is showing me

[4:46:24] Here that uh consumer segment profit in re west region is 57,710. Here it is 26,000 something. Here it is 43,000. In the east region and here in the central region it is 8,700. And here you can see those colors. Okay.

[4:46:41] This is your legend. In case of PowerBI what you are doing, you are putting that field in the legend. Here what we have we are having here the a small button or we are having here the a small button or small area which is known as color area.

[4:46:56] So simply I drag the dimension I put it on the color and my dimension I put it on the color and my st column chart is ready. So here you region in the color. See this is the small icon for color and this T icon is

[4:47:12] for the label. So see drag and drop nothing to be done over here simply drag and drop and then the visualization is ready. So this is known as your

[4:47:31] state column chart. Okay. So let me double click on this sheet. Why my values are different? Sinas just check it if you are if you have taken

[4:47:43] here profit I don't know whether you have taken profit or whether you have have taken profit or whether you have taken quantity or sales or discount yeah if you have taken any other thing then it will be showing you different values

[4:47:55] just let me know whether you have taken only profit okay you are putting only profit okay you are putting something here so let us uh give the sheet name here so this is the sheet name is

[4:48:08] uh Take column chart. column chart. Now uh

[4:48:21] let us do one thing here that instead of segment here. Okay, I remove this segment and let me take here category. Suppose if I take here category. Suppose if I take here category in the columns area.

[4:48:36] Okay. And uh what I'll do here instead of profit I'll remove this profit and I will drag the sales here sales. Okay. If you want

[4:48:48] to keep the same chart also fine you can keep it but just I'm changing this chart. So what I have done here in the column section instead of uh segment I have taken here category instead of in instead of sales I have

[4:49:00] taken here uh sorry instead of profit I have taken here sales. And here it is showing me the sum of profit here which is I don't want to see the sum of profit. I want to now see the sum of sales here. So I remove this sum

[4:49:14] sum of sales here. So I remove this sum of profit. And what I do I drag the sales over here. I drag the sales. Where I drag it? I put it on the labels. I drag it? I put it on the labels. Okay. I put it on the labels here.

[4:49:40] here. Uh

[4:50:02] So here we have taken this category sales and the region. Now let me do the sorting. Here I do the sorting descending sorting. So now I can see technology then furniture and then office supplies. Okay. Now I would like

[4:50:19] to show you some concepts over here before I go further with the ST bar chart. See steak bar chart to create a stake bar chart is very very easy. Uh stake bar chart is very very easy. Uh what state bar chart is doing here that

[4:50:33] okay so now here you can see that uh like here we have created a plus steak column chart. Now I was telling you that uh if you want to convert it into a uh st bar chart then what we have to do we have to simply click that same button

[4:50:48] here the swap button here on the top area. If I click the swap button, it becomes a stake bar chart. Yeah. So it's very easy. Again if I click this uh swap button, it again becomes a state column chart.

[4:51:02] again becomes a state column chart. Okay. Now the important part comes over Okay. Now the important part comes over here that uh suppose here that uh suppose suppose here in this technology I'm

[4:51:15] having here this is the western region sales then this is the southern region this is eastern region and this is the central region now as you can see here in the technology category the southern region sales is very less okay we are

[4:51:30] having here 148,772 this is the lowest figure in the whole of technology category. Now what I want to do that I don't want to see this part I don't want to see this red block over here in the technology column.

[4:51:47] So what I what I can do over here so here I can select this block. Okay, I select this block and when I when I select this block only this uh southern

[4:52:00] block in the technology category then if I put my pointer here just I put my pointer here on the that red block I can see here keep only exclude then there is

[4:52:13] this upin icon and there is this data guide and there is this create set and then uh we are having the last option that is view data Okay, again I'm repeating what I've done here. I have selected this red block and

[4:52:27] when I put my pointer here after one or two seconds this thing will come up and options. Now what I want to do here I don't want to see the this southern block the red block. So I I can click on

[4:52:42] this exclude option. Exclude. Okay I click on exclude. So see when I click on exclude now you can see here from the technology category. See now the technology category position has changed. Initially

[4:52:55] it was number one. Now technology category has gone to the third position. Because now we are having here no southern region sales. We have removed their southern region sales. We have excluded. So [snorts] when I exclude

[4:53:08] excluded. So [snorts] when I exclude their southern region sales. So here you don't see that red block. Okay. And because of that uh that red block which has been removed now overall technology is coming at the third position.

[4:53:21] Now suppose if you want to get that red block back. Yeah. So what we can do? We can click on this undo button here. Yeah. On the top area here we are having these two buttons. Yeah. This undo and redo. So I click on

[4:53:36] this undo button. If I click on this undo button, my red block is back here. technology is also at the first position. Okay. So this is what we mean by the exclude that if you want to exclude some

[4:53:51] portions. Yeah, I'm not think I'm just not talking about this red block or anything. You can also exclude a column. Okay, if you are creating a column if you want to exclude it, you can also exclude that whole bar. Okay, this is

[4:54:06] one of the method of creating a filter. Okay, though tomorrow and day uh in the next uh weekend also we'll be talking more about the filters. But this is one of the method of filtering the data that is exclude.

[4:54:20] Okay. Now let's say I want to compare the uh western region sales data of two categories that is technology and the furniture.

[4:54:35] Okay. Or I want to I want to compare the eastern region sales of technology eastern region sales of technology category and the furniture category. So these two blocks only I want to see here. These two orange blocks I want to

[4:54:49] don't want to see this other blocks here. So what I can do I click this this one block this one orange block. I click it.

[4:55:02] Once I click it now I also want to see this block. what I do here? I press the control button. Press the control button on your keyboard. Keep it pressed control button. And now I can select this block

[4:55:17] also. So see two blocks are now selected. By default you can click only one block but if you want to select here two the control button on your keyboard. Keep it pressed. So I have selected here

[4:55:32] Keep it pressed. So I have selected here these two blocks. Okay. Now if I want to also select this block of the office supplies again again I can press the control button. I select this block also. So see three orange blocks are

[4:55:45] I want to now see only these three orange blocks. I don't want to see the other blocks here. So what I do if I put my pointer on one of these block. Yeah. Now I can see this area here. And in this panel I can see the keep only.

[4:56:01] Okay. I click on this keep only. Click on keep only. And now here you can see these three orange blocks only. Nothing else. And here now I can compare this orange blocks with each other. Yeah, definitely the technology category

[4:56:17] is having the highest sales in the eastern region. What is this orange block? It is of the eastern region. So here I can see the uh the comparison. Okay, I can do the comparison.

[4:56:33] Now once my comparison is done, if I want to go back to the original chart. Okay. See here just for your information you can see that when I'm doing the keep you can see that when I'm doing the keep only or when I'm doing the exclude.

[4:56:47] Yeah. Either I do keep only or I do go for exclude automatically here in the filter panel something is created. You see here. Yeah. Now let us go for undo.

[4:56:59] I click on undo button. So my block is blocks are back. And if I click outside blocks are back. And if I click outside over here. Just click outside. Yeah. over here and all the blocks are back. Yeah. Click outside here in the

[4:57:11] blank area. So this is what we mean by keep only and exclude. Exclude will exclude the block and keep only will only keep those blocks. Okay.

[4:57:24] Okay. Now uh here we are having the colors. Now see these colors are given by Tableau. suppose if you don't like these colors. Let's say you don't like this red color

[4:57:37] here. Yeah. So, what you can do, you can change the color. If you want to change the color here. Yeah. We can we can go over here in this area. Okay. This uh this is the legend. Now,

[4:57:51] in the legend, if I if I don't like the red color for the south region, what I can do? I can uh I can double click here in the red color, this small block. Okay. Whatever is this this block is there there I will

[4:58:06] double click. So I double click this red block and now here I can see this panel which is known as edit colors. Edit colors bracket region. Yeah. Simply double click one of these color on the legend. Yeah. Now

[4:58:24] here I'm having this standard colors. Now suppose if I don't like this red color and instead of red color I want to give another color. So I select here this south. I select south over here. South. And now

[4:58:38] here I'm having other colors. Yeah. Now see these are the uh how many colors are there? There are 10 colors. So I have to select from this 10 colors. But let's say you want to have more colors. Yeah. Then here we are having the color

[4:58:52] There's a color palette over here. If I click the drop-down. In the drop-down I can see here various color palette. By default it is automatic but then we are having color palette here. Yeah. Click

[4:59:05] the drop down here and we are wearing the color palette. Color palette like tableau 10. Tableau 20. If I click here tableau 20 tableau 20 is having more colors. Then I can go for here color blind.

[4:59:18] Yeah. Color blind colors. Then traffic light. Yeah. Likewise we are having you can check all these different colors. Yeah. We can also have single color. let's say one color but it is having various shades. So if I go for here blue

[4:59:32] color so see I can I can use here the different shades of blue color. Yeah. Likewise orange, green, red etc. Then I can go for two colors here. Orange and gold, green and gold, red and gold. Yeah. Now see in many of the

[4:59:49] companies I have seen that they have defined their own colors. They are having their own color palette. So in case of PowerBI also we can assign a color palette our company color palette and here in case of Tableau also you can

[5:00:05] do the same thing. Yeah there is a method of putting that color palette into one of the folder. Yeah. So if time permits I'll show you that process but otherwise uh you can uh yeah if your company has created a color palette then

[5:00:20] that color palette has to be pro put put uh placed in one of the folder in the tableau and then you'll be able to see here your color palette also. So I remember that I think so four years back when I was doing one project uh I was

[5:00:35] like uh doing a consultancy project for one of the company here local company which was known as Henkel. So Hankl is a big name it's a MNC. So for Henkel they had a Tableau project and uh they had told me that Sid you have to use only

[5:00:50] our colors. Yeah. So whatever the Hankl is having a red color icon uh that uh different shades of red color and then gray color and likewise. So I had to use

[5:01:02] only their colors. So that makes sense. Okay. Because otherwise what will happen that everybody will be using their own colors and if you see all the reports they'll be not looking same. Yeah. Especially the format I would say. So

[5:01:15] many of the companies they have decided their own colors here. So here you can check check your colors. But let's say if I go for here Tableau 20 and now instead of red color if I want to go for here let's say this uh pink color. Okay.

[5:01:31] If I go for here pink color. So now south is shown in pink color you see here. Likewise I can select here east color and in the east I can select instead of orange I can select any other color. So this is how you change the

[5:01:44] color. And once you are done once you are done you can click on this apply button here in this panel. Click on apply. Okay. And now here you can see apply. Okay. And now here you can see the pink color.

[5:01:59] Okay. Whatever color you want to select simply what you have to do you have to double click over here on one of the color. When you double click then this panel will come up and then from the panel you can change the color and once

[5:02:11] you are done click on apply. Okay. And the colors are applied. So this is how you can change the colors. Then here if you click on this

[5:02:25] color box this one color. If you click on this color box here, there also you are having this button known as edit colors. Edit colors. If I click on edit colors, then the same panel will come up here. Yeah. So this is another method.

[5:02:40] Click on this box color. Click on edit color. It will open up this one. And uh in this ed below the edit colors here we are having opacity. Yeah, currently here opacity is 100%. But if I reduce this opacity,

[5:02:56] you see here the colors are now light colors. Yeah, sometimes initially the colors are very bright but you don't like the bright colors. Then here in the color panel you can change, you can uh reduce the opacity.

[5:03:10] See now it is very very light. If you make it 100%, it is very very dark. So you decide here. Okay. Then we are having here effect which is known as border. You can create here some border here along the colors. Yeah.

[5:03:27] So suppose if I select here some kind of black border. Yeah. Some kind of black border here. So you can see that there is some thin black border here. If you want to create okay it's not compulsory that you can create here. You want we

[5:03:41] want to create a border you can select here any color. Yeah that looks little bit different. Okay. If you don't want to have it you can click on none here. Yeah. And if you are not liking these

[5:03:55] you can click on more colors here. In the more colors, you can select many colors here. Yeah.

[5:04:08] So you can do the changes over here also from the color. similarly I told you how to create the ST bar chart. So I'll not now show you

[5:04:20] how to create the bar stake bar chart. Just simply you can click on this button and now it is converted to the stake bar chart. chart. Okay.

[5:04:34] Can you change the thickness of the border? Uh I uh thickness of the border. Let me see

[5:04:47] now. But color we are having here opacity effect border but border we don't have any other option here.

[5:05:19] the border as such I I would see because see here there's no there is some hello effect but here it is not showing me any hello effect here but uh just now we don't have this option maybe if If anybody is finding this option, you let

[5:05:32] me know. Otherwise, I don't see any of these options here. Yeah. these options here. Yeah. Yeah. So, [snorts] this is about the ST column chart. So, now let us go to the next chart here that is known as line

[5:05:47] chart. Okay. We shift to the line chart here. [clears throat] line chart is one of the very standard chart. So we'll see that how we can create the line chart here.

[5:06:01] Yeah, I'm also seeing that whether we are able to whether I'm missing anything are able to whether I'm missing anything or not.

[5:06:14] before the line chart, uh let us create one pie chart here. Okay, so let us give the sheet name here. Pie chart. Okay, pie chart here. So for pie chart, what we'll be doing?

[5:06:29] So for pie chart, what we'll be doing? We'll be using this show me here. So now let us use this show me here because we want to create here a pie chart. Yeah. So what we'll be doing here that see for the pie chart if I put my pointer on the

[5:06:43] pie chart you will see something over here that what is required. Okay. So if I put my pointer on the pie chart then for pie chart it says that you require one or more dimension and one or two measures. Yeah you can see over here in

[5:06:57] this area. So put your pointer on the pie chart and then you'll be able to see that information that what is required to create a pie chart. So what what we'll be doing we'll be taking here let's say this is just one

[5:07:11] example that I take here region and I want to see the region wise sales in a pie chart. So how to create a pie chart? I select this region. Okay. See I'm not dragging anything over here. I'm selecting the

[5:07:27] region field on the left hand side. Then what I do? I want to select here sales. So if I select here sales then my region is not selected. So I by default I can select only one field here. Either I can select region or I can select sales. But

[5:07:43] if I want to select both the fields then you know the technique control button. Okay. So if I select here region and now if I want to select here sales then what control button. I select the control button and now I select the sales over

[5:07:59] here. So you see both the fields are now selected region and sales. You can also take region and profit. There are no issues. So I take here region and I press the control button and then I select here sales.

[5:08:13] Now what I have to do after selecting this one measure and one uh sorry one dimension and one measure what we have to do now we have to come to the show me. And now you can see that in the show me some of the charts are activated.

[5:08:28] The charts which are activated it means that now you can create those charts. Yeah. So I can create a pie chart, highlight table, heat map, text table. I can create this horizontal bar. This is a tree map. Tree map is will also create

[5:08:42] here. Yeah. So what I'll do I'll click on this pie chart after selecting region and sales. I click on this pie chart in the show me. As soon as I click on pie chart, pie chart is created.

[5:08:57] in the show me pie chart is created. Now what we do here first of all I don't have created a chart. I don't require the show me panel. So I click again on this show me. Yeah where this show me is written. I click on it and now the show

[5:09:14] me panel is gone because I don't require and now my pie chart is ready. But what is the issue here? This pie chart is very small. What I have to do here on the top area where it is written here standard

[5:09:28] instead of standard I go for entire view. This is the first process. Okay. So instead of standard you click on entire view. So see now my your pie chart has become very big.

[5:09:41] Okay. This is fine. Now you see that still if you are not happy with the size bigger. Yeah. If you want to make it bigger than this size, then for that purpose, we are having here a button. You can see here

[5:09:57] the button that is known as size button. Yeah, we have already used the color. You know the color button, you know that label button. Now we are using this size button. If I click on this size, then in

[5:10:12] the size, if I click on the size button, then I can see this bar. then I can see this bar. Okay. Now let me drag that bar over here on the right hand side. You see here now it has become very very big.

[5:10:26] Yeah. So when you click on the size button you can see here that there are these two small uh what do you say these markings. So here if I click on the size button you can see these two small markings. What

[5:10:39] are those two small markings? These two small markings are showing you the suggestion that if you put this vertical bar, this blue bar, vertical bar, if you put it over here, let me put it over here. So,

[5:10:52] this is a proper good size. But still, if you want to make it bigger, then you can put this vertical bar in this second marking. Yeah, the second marking is another suggestion. So, I put this vertical bar on the second marking and

[5:11:06] now it has become bigger. But still if you see here that the size is circle. Okay, the shape is the shape is circle here. Okay, it is a proper circle here. But now if you say that okay no no no Samir I'm not happy with this size. I

[5:11:21] want to make it much more much more bigger. Then if I drag this vertical bar on the right hand side like this you see when I drag the vertical bar on the right hand side now I cannot see that four circle. It is a pie chart but it's

[5:11:36] four circle. It is a pie chart but it's not a circle. Now it shape has changed. Again if I go on the right hand side you see now it has become rectangle. Instead of circle it has become rectangle. So that's why these two markings are very

[5:11:49] have two markings sometimes you may have one marking and that marking is showing you the suggestion that you can put this vertical bar on that marking. It will be looking very good. So I again put this vertical bar on this second marking.

[5:12:05] So now it has become proper. It is big big enough and it is also uh in circle shape. Okay. So this is a pie chart.

[5:12:18] Now definitely pie chart I can see here. This is the western region. This is the central region. This is eastern region. This is sales uh sorry south region. Now I want to put here label. Okay. I want to see here labels.

[5:12:32] Okay. I want to see here labels. So what I'll do here in the label option So what I'll do here in the label option this label panel I'll be dragging the two things here. See first of all I don't want to see here the legend

[5:12:45] because see if I every time if I see the legend it is taking me some time. Yeah. So I don't want to see here what is this uh region what is this region. So I will put here in the label. in the label I'll put here two things region

[5:13:01] and the sales okay I want to see here in the label region in the sales so that I don't have to see this uh legend here so for that what I do I drag the region here this region I put it over here

[5:13:18] sorry this region I put it here on the label okay so once I put the region on the label. I can see here these four regions. Yeah. Then what I do? I put the sales

[5:13:35] because I have taken here the sales. So I put the sales. I put it on the label again. So drag the sales. I put it on the label. And now I can see the label. The sales here too. Sum of sales here. So in the label I have taken here two

[5:13:51] So in the label I have taken here two fields. Region and the sum of sales. Yeah. And that is shown over here. See region is is used two times. One

[5:14:03] see these different colors. And one region is used in the T. T means label. Then the sum of sales. You can see here sum of sales is shown here three times. Because one sum of sales we have used in the slice. This is another button known

[5:14:21] as angle. So for when you are creating a pie chart when you have to create an angle. So for creating that angle you require the any numerical field either it it has to be sales or quantity or discount anything.

[5:14:35] So that's why here automatically when you create a pie chart by clicking this show me here and if you click on the pie chart then that whatever the numerical field you have taken that also goes into creating the angle. So that's why this

[5:14:49] sum of sales is creating the angle. Then this another sum of sales we have it is this is the icon for size because we increase the size of the pie chart. So that's why this sum of sales is also shown in the size and this sum of sales

[5:15:04] it is shown in the label because we have created this label 73 uh 739,814. So this is the label that we have put it over here. So that's why it is showing me here three times sum of sales and two

[5:15:20] times region. Now here in case of uh tableau we can create a donut chart but let me tell you one thing that donor chart we don't have here in the show.

[5:15:35] See if you go to the show mei we don't have here donut chart in case of tableau you have donut chart. Yeah, but in case of uh sorry, in case of PowerBI, you Tableau, if you want to create a donut chart, then there is a method over here.

[5:15:51] It's not easy. Yeah. So maybe I'll I'll definitely show you I'll show you how to create a donut chart. But uh there are some steps available. It's not like like this pie chart that you select two visual two fields and you click on the

[5:16:05] pie chart and pie chart is ready. No in the case of donut chart I don't know why they have they have made it very complex [snorts] but uh yeah this is the thing [snorts] but uh yeah this is the thing so in uh donor chart in Tableau we have

[5:16:17] to follow some steps here and we'll continue with this one and meanwhile you can save this file please. Yeah, before we go further, let us click on file, save as, and I'll be saving this file in that

[5:16:30] folder, simply learn tableau batch December simply learn tableau batch December 2024. And let me save this file as uh uh day three and then yeah, you can uh we can write

[5:16:45] down here types of charts. Yeah, just give some name here types of charts. And as I said that, let us give here uh see save as type. If you

[5:16:57] that here when we are saving this tableau file, we are having two options tableau file, we are having two options here. TWWB and TWWBX. We have to normally we have to go for TWWBX. in the TWWBX whatever the data set that we have

[5:17:13] used over here that is the sample supposed to data set that also get connected with your Tableau file. So if you want to send this file to your colleague your colleague will not have to uh connect that data set with the

[5:17:25] Tableau file. It's already there. But if you save it as TWWB you save it as TWWB here then you have to also separately connect the file uh separately connect the data set not you means your

[5:17:39] colleague because when when you open your uh TWWB file in your laptop it's already there the data set is already there yeah in in the laptop not with the there yeah in in the laptop not with the file but better you save it as TWWBX

[5:17:53] you save it as TWWBX and here I have given the file Day three types of charts. Click on save button. And now it is done. Okay. So better we save the file. So now let us meet at 9:30 p.m. IST and we'll continue

[5:18:09] further. Okay. Uh [clears throat] yeah, we had discussed this pie chart over here and uh we had seen how to create a pie chart, how to give the labels over here.

[5:18:22] normally in pie chart I would like to ask you one question that normally in pie chart do we see these kind of numbers or we see something else

[5:18:34] okay so normally we try to see it in percentage yeah so now the question will come here that can I see here in percentage percentage yeah whether this is let's say 30% 40%

[5:18:48] whatever so I want to see this in percentage So how should I or or or what numbers into percentage? Yeah. So for that purpose what we'll do here that

[5:19:03] here that uh we can we can focus on this this uh thing over here in the marks part uh in the marks card over here. So there's a T T icon, the label icon where we are having the sum of sales and the sum of

[5:19:18] having the sum of sales and the sum of sales here. I can click the drop-down. Okay, in the T sum of sales, I click the drop-down and in the drop-down I go to this bottom area and here we are having the

[5:19:34] calculation. Okay, that instead [clears throat] of this numbers, I want to see it in percentage. So I have gone to this sum of sales. Click the drop-down. And in the drop-down I go to this quick table calculation. In the

[5:19:46] quick table calculation I can see here running total, difference, percent difference, percent of total, rank, percentile, moving average. So here what I can do? I can go for here [clears throat] percent of total.

[5:20:02] calculation I select here percent of total. And as soon as you click on percent of total here you say here now percent of total here you say here now this is the percentage 31.8

[5:20:14] 21.63 29.74 16.84 84 again I'm repeating the step I have to go to this sum of sales t click the drop-down and here I go to this quick table calculation and in the quick

[5:20:28] [clears throat] table calculation I can select here percent of total yeah and these numbers get converted into percent of total now here suppose if [clears throat] I

[5:20:40] don't want to see this uh decimal number I want to see here whole figure I want to see here 31.8 28 means I want to see here 32%age. I want to see here 21.63

[5:20:52] that is 22 percentage. I don't want to see this num uh this uh decimal number. So now what I'll do here I can right click. Now remember my step

[5:21:05] what I'm doing here. I'm right clicking on this number one of the number or one of this percentage here. So simply I right click on this percentage. when I right click on the percentage one of the percentage here then I get here many

[5:21:19] options but one of the option that I'm getting here is format okay so right click on one of these percentage number and then you click here on the option format okay I click on format when I click on

[5:21:35] format then now you can see that on your left hand side here having the format panel. Okay. Now in the format panel

[5:21:52] we are having here one drop-down which is known as fields panel fields. If I click on the fields this drop-down I can see here region percentage of total sum of sales and sum of sales. Now what I

[5:22:07] want to do here I want to remove this decimal number from this percentage. important here I have to select here fields and in the fields I have to

[5:22:19] select this option the second option that is percent of total sum. Yeah. So I click on this percent of total sum and once I click on this percent of total sum. Now I can do the adjustment over here only for the percent of total

[5:22:35] sum. Yeah. So this is important here. Now here what I have to do I have to go to this [clears throat] uh pane. Yeah. Here there is axis and

[5:22:48] pane. In the pane I'm having your default. In the default I can click here the font. So see suppose if I don't want if I don't like this font I can change here the font. Yeah. I click on this drop-down here and in the drop-down I

[5:23:01] drop-down here and in the drop-down I can see here the various fonts. Okay. can see here the various fonts. Okay. Now the best part of Tableau is over here. One of the best part that here I'm having many options in the font.

[5:23:14] Okay, this many options I don't find in PowerBI. So the here PowerBI is having a drawback. Yeah, this is my view. I I can I can share my view here because if you know that in case of PowerBI if you want

[5:23:29] to change the font you are having I think so 10 to 15 or maximum 20 not more than that. Okay. But [snorts] in case of Tableau you are having many many options here. I have never I have not counted this this uh total number of fonts type

[5:23:45] but they are I think so at least they are around maybe 100 or so or 150. So this is the advantage. So I can select here any of the font which I like it. here any of the font which I like it. Let's say I go I go for this Berlin Sans

[5:24:00] FB something like that. I can make it bigger. Okay. Let's say I make it 11 just an example. I can also give some color to example. I can also give some color to this font. Let's say I give here

[5:24:14] uh orange color. Okay. And I can make it bold and italics and all those things. I can do it here. So this is where I have changed the font. Okay, I've changed the font. But now just now you can see that the font is

[5:24:29] not getting changed. Okay, though I adjusted here everything. I have I have changed the font type. I have made it bigger. I have uh made given the color. I made it bold also. But currently I cannot see the change

[5:24:43] here. Yeah, but I'll show you where you'll see the change. Not in the chart. Then I go to the alignment. In the alignment, if I click the drop- down here, I can go for here.

[5:24:58] Yeah, left hand side, middle, and this right hand side. But just now it doesn't make any sense. Here I can also make it up, down. Yeah, like this. Bottom, up, down. Yeah, like this. Bottom, middle, top. I can also make it like

[5:25:12] middle, top. I can also make it like this one. here. Uh if I go for fields okay alignment we'll do it a little bit later here let us

[5:25:29] come to the numbers here numbers and the numbers we are having here various options like automatic number standard number custom currency standard currency number custom currency standard currency custom scientific percentage and custom

[5:25:43] yeah so here what we are having we are having here percentage so I want to remove this decimal figures. So in the numbers I click the figures. So in the numbers I click the drop-own and I select here percentage.

[5:25:55] Okay, because this is percentage. So I select here percentage in the numbers and then in the percentage it is showing me here by default two decimal places. Yeah. Now if I want to make it zero, I make it here zero. You see as soon as I

[5:26:10] make it zero, you see here it is now showing you the showing you the whole number. 32% 22% 17% 30%. So this is where you can change the the this uh numbers here for the percentage. Click

[5:26:24] the drop-down, select here percentage and you make it zero and accordingly it will adjust. But before that you have to select here the field. Okay. If you want to do the modification for this region name then you have to

[5:26:38] select here region. Okay. I select here region and now I can do the font alignment etc. Yeah. So this is how we convert that numbers into percentage. Yeah. And that is known

[5:26:53] as quick table calculation. Yeah. What is quick table calculation? Means power table Tableau is giving you some options. do the running total. If you click on percent of total, it will do the percent

[5:27:06] of total. Yeah. But in case of Tableau just like uh this PowerBI we are also having here concept known as calculated field. Okay. In case of PowerBI it is

[5:27:18] having the concept known as calculated field. So uh I'll be showing you in one calculations with the help of the formula. But uh without formula if you

[5:27:33] want to do any uh quick quick calculation then you are calculation. Okay. So this is one of the demo over here. Okay. Now see once you are done with

[5:27:48] this uh panel here format panel let's say you are done with this format panel. So ensure that you are not keeping this format panel open because what happens that behind the format panel you are having the data panel. So if I want to

[5:28:02] close this format panel otherwise I'll not be able to see it. So you have to close it from here on the top right corner this X button. If I close it now you can see that I'm able to see the format panel here. Okay. Uh sorry the

[5:28:20] the data panel. Okay. So by default the format panel will be uh placed above the data panel and once your job is done you remove that format panel. Close that format panel and you'll be able to see the data panel here.

[5:28:35] the data panel here. Okay. So this is your pie chart. So we to the next sheet here. And in the next sheet we are creating a line chart here. here see what I've done here I have created a dashboard here. Though it is

[5:28:51] normally what happens that sometimes some changes uh are not shown in the uh in the sheet level they are shown in the dashboard level. Yeah. So normally here it should show you that thing but uh here it is

[5:29:07] not uh doing any changes. Maybe I have to let me save the file and let me open it again.

[5:29:27] place in the dashboard, not in the sheet level. Okay. So maybe I will check it again. Normally it should work but uh I don't know why it is not working just now here. Yeah, I will check it again. But

[5:29:41] this the the the method is same that we have to uh right click over here go to format and then we have to change the things over here. Okay. I have to select first of all the field and then I have to select the things. Okay. So that is

[5:29:55] to select the things. Okay. So that is the normal thing over here. Yeah. Okay. So now we go to the next sheet here and in the next sheet we'll be creating here a line chart. So normally for the line chart as you know that we

[5:30:08] have to take one date field here. Okay, I have to take one date field and I have to take here one of the measure. Yeah, so I can take here discount or profit or quantity of sales here. So we are having here two date field that is order date

[5:30:23] and the ship date. Yeah. So let us drag here the order date. I drag the order date and I put it over here in the column section. Yeah, drag the order date and you put it here in the column section. And then we

[5:30:39] here in the column section. And then we drag the sales and we put it here in the row section. And our line chart is ready. Drag the order date to the column section and sales to the row section.

[5:30:52] And this is your line chart. Yeah. Let us make it entire view. Entire view. So now I can see here the sales of 20 21 22 23 and 24. Yeah. So in

[5:31:06] 21 the sales was yeah approximately 500,000 then it become little bit less in 2022 and then 2023 is it increase and 2024 also it increased so this is a

[5:31:18] 2024 also it increased so this is a simple line chart order date and I'm putting it over here see what it is written here year bracket order date now you know in case of exc in case of powerbi

[5:31:34] that whenever Ever you are taking a date field in the visualization especially let's say this line chart then powerbi automatically creates the hierarchy so you are having year quarter month and then day here also the same concept is

[5:31:50] tableau also when you are taking the date field Tableau automatically creates the hierarchy for you in case of powerb and tableau both yeah so here it is showing you year bracket order date because this is the year level we are

[5:32:04] able to see at the year level. Now before the year we are able to see this plus sign. Okay, here there is a plus sign here. So if I click on this plus sign, if I click on this plus sign. So now

[5:32:18] what happens here? We are having another uh that pill. It is known as pill just like medical pill. So we are having a new pill which is known as quarter. Okay, just click over here plus sign. It brings here second level of hierarchy

[5:32:33] that is quarter. So now you can see that we are having here for 2021. This is the line chart. Yeah. Where we are able to see the quarter 1, quarter 2, quarter 3, quarter 4. Likewise there's another separate line chart for 2022, 2023 and

[5:32:48] 2024. Yeah. So we are having four line charts now because there are four years. Okay. It is not a continuous line from 2021 to 2024. There there are four separate line chart. So this is a

[5:33:03] separate line chart. So this is a quarter level. Now it see when we are clicking on the plus sign in front of year a new hierarchy level is coming up here. And now in the year in front of year you are having minus sign.

[5:33:16] Yeah. So when you see a minus sign it means that you can collapse the this year this particular level collapse. Okay. If I click on this minus sign here it will again come back to year. Now you can see we are having only

[5:33:30] the year. Again if I click this plus sign here it will show me the next level of hierarchy that is quarter. Now in front of quarter also we are having plus sign. So if I click here this plus sign it will show me the month. Now now

[5:33:44] there's another level known as month. So now we are having here see this is first quarter of 2021 where we are having January, February, March. So this is one line chart. Then for quarter two we are having another line chart. Quarter three

[5:33:59] third line chart. quarter for fourth line chart and so on for the other quarters also. So see there are four years four years and every year is having four quarters. So four fours are 16. So 16 line charts are available here

[5:34:13] not one line chart. 16 line charts are there. Okay they are separated. There is no connection over here. So we are at the month level. Now in front of month also we are having

[5:34:27] plus sign here. If I click the plus sign in front of month now we are at the lowest level of hierarchy that is known as day level. So remember that all these days which all these in let's say in January whatever this line chart is

[5:34:41] there you see as such we have a feeling that this is a continuous line chart but line chart they are all broken line chart. So for every month we are having here separate line chart. Okay, there's a separate line chart here

[5:34:57] for every month and they are not connected with each other. So this is what is your line chart. Okay. And you see the colors here. Do you see the colors of this pill on the

[5:35:13] top area in the columns area? They are all blue color. What is blue color? Means it is discrete. So by default a date field is always a discrete field by default. Okay. And they are all shown in discrete

[5:35:28] fields are all shown in blue color. Now let's say I'm at the lowest level of hierarchy that is day level. It is showing me all the days and the sales. level, what I have to do? I have to click here this plus sign again in the

[5:35:42] in front of year. And now I'm at the year level. Okay. Now what is the issue here? when I go to the next level of hierarchy, I'm not able to see here a continuous line

[5:35:56] chart. I'm able to see here different line chart. But suppose if you have a requirement that you want to see one line chart only, whether you are at the month level or whether you are at the day level, you want to see one line

[5:36:09] chart only. If you are having that requirement, then what you have to do requirement, then what you have to do that this date field currently the date field is a discrete field. Now the discrete field I want to convert

[5:36:22] Now the discrete field I want to convert it into continuous field. Okay, if you remember that in the first session I told you that by default dimensions are discrete and by default measures are continuous.

[5:36:36] But a dimension can be converted into measure sorry a dimension can be converted into continuous field and a measure measure can be converted into a discrete field.

[5:36:50] Yeah. So now I'll show you here how to convert a discrete field into a continuous field. Currently our order date is a discrete field by default. Now I'll be converted converting it into a continuous field. And then now we will

[5:37:05] see that what is the advantage of converting that order date from discrete field to continuous field that we'll see the advantage over here. Okay. So let me click here minus sign. I want to be at the year level.

[5:37:19] Okay, currently you see the color of this spill. It is blue color. Now if you want to convert this order date from discrete to continues, what we have to do? We have to click here this drop-down in the year order date. I

[5:37:35] click the drop-down here and in the drop-down when I click on the drop-down, you can see that here this is one p one portion where it is written year, quarter, month, day and more. And then below we again have here year quarter

[5:37:50] below we again have here year quarter month number day and more. Yeah. So there are two times here year quarter quarter month month day and here we are having extra level known as week number and then we are having day and then we

[5:38:04] are having more. So currently you can see that this year is selected. It is having a black dot over here. So this year is selected. Now this is a discrete year. Remember this portion if if if this year is selected it is a discrete

[5:38:20] discrete year into a continuous year. So what I have to do I have to select now this one this year the second year. Okay. So if I click this year so what happens here? You see the color of this this uh order date it is now

[5:38:35] green color. What is green color? Green color means continuous field. Again I'm on the dropown here. In the drop-down, I have selected this year, not this, not the first one, the second one. Okay. So, I click on the second uh time year. And

[5:38:53] now it has converted to green area, green color. So, now it is continuous. Now, you will see what advantage you are getting here. So, see we are at the year level. So, in year level we are getting a one line

[5:39:07] only continuous line. Now, let me click this plus sign in front of the year. If I click this plus sign in front of the ear, you see now there's a difference. ear, you see now there's a difference. See when I click on the plus sign in the

[5:39:21] earlier example, we were having here two pills. There were two pills. If I clicked on the plus sign of year, there were two pills. One was year and here it was showing me the uh quarter. Now what is happening here in the continuous

[5:39:34] field that year pill is getting converted to the quarter bill. Yeah, because I clicked here plus sign in the year ear year uh pill it converted to quarter. And now you see here we are getting a

[5:39:50] continuous line. Yeah, we are not getting four quarter four lines here for four different quarters. We are having only one line continuous line. If I put my pointer here, it is showing me quarter 1 2021

[5:40:03] sales is 75,972. This is quarter 2, quarter 3, quarter 4 of 2021. Then here it comes quarter 1 2022, 2023 uh 20 uh quarter 22, quarter

[5:40:18] 2022, 2023 uh 20 uh quarter 22, quarter 3 22 and quarter 4 22. So whenever you want to have a continuous line in your line chart then you please convert this whatever the date field you are having you convert it

[5:40:32] into a continuous field. then only you'll be getting the continuous line otherwise not. Okay. So currently we are at the quarter. Now in the front of quarter also we have here plus sign. cyclic here

[5:40:45] plus sign. So now we are at the month level. So see now here we are having again a continuous line. We are not having separate lines. It starts from January 2021 and it ends over here at December 2024.

[5:41:01] Yeah. So this is a continuous line and we are at the month level. Again if I click on the month this plus sign so it is showing me the week. Yeah here it is showing me the week and then if I click on the weak plus

[5:41:17] sign it will take me to the last level of hierarchy that is known as day. Now remember that this is a continuous line. This is not a broken line. In the discrete area, we were able to see the broken line. But here, this is not

[5:41:30] broken. It starts from here. Let's say it is 4th of January 2021 it is 4th of January 2021 and it ends at uh 30th of December 2024. Yeah. So, this is a continuous line and we are at the day level, the lowest

[5:41:44] level of hierarchy because see these concepts are more relevant in the case of line chart. Yeah. because we are taking care of the uh this uh yeah we are taking the date field that's why

[5:41:59] okay and remember the color color is very very important here yeah even a layman can tell you that whether this if the color is green then it is continuous yeah so you have to remember this point

[5:42:15] of hierarchy that is the day level now see from day level I want to go back to the year level let's Okay. So here in the case of continuous pill I cannot directly go to the year level because here I don't have that option because

[5:42:30] see earlier we were having here various pill and if I clicked on the plus minus sign if I clicked on the minus sign in year pill I was coming to the year level but here I cannot go directly from day to year. What I have to do I

[5:42:45] have to click the drop-own here in the day order date. If I click the drop-down, in the drop-down I can see here that I'm at the day level. Now, if I want to go back to the year level, what I have to do? I have to click this

[5:42:58] one option. Not this year, this year. Okay? So, I click this year. And now I'm again at the year level. Again, if I click this plus sign, from year I come to quarter, from quarter I

[5:43:12] come to month, from month I come to week, and then week I come to day. again from day if I want to go back to year I have to click the drop-down and I select this year and I'm at the year level so this is how you are

[5:43:27] coming to the year level if it if the date field is a continuous field okay and again if you want to convert this continuous field to discrete field I have to click this drop-down and I have to click now this year the first year

[5:43:42] here if I click this year you see the color now it is blue Now if I click on the plus sign of year it is showing me another level quarter. showing me month. If I click on plus sign of month it is showing me day

[5:43:56] level. So now this is a discrete field Okay. So just take care of this concept here discrete and continuous line chart. Now let us do one thing. I'll convert back

[5:44:11] this uh discrete uh date field into continuous date field. Okay. So now I've changed the color here. I've converted to continuous date field. Now let us put here the label. Okay. Labels also I want to show you something here. So in the

[5:44:27] label I will drop here. See I have taken here what? Sales. Okay sales. So I will drop the sales. I'll put it here in the label. So see you can see that these are my sales. sum of sales. Yeah, just drop the

[5:44:42] sales in the label and the labels are ready. Okay, so for each year I'm able to see the total sales.

[5:44:54] Now I go to the quarter level. Okay, from year I go to the quarter level. So I click the plus sign here. Now this is a quarter level. Okay. Similarly, if I click on the month level, you see the month level say

[5:45:09] level, you see the month level say labels and then this is the day level. Okay. Uh week level. Sorry. Again I come back to the quarter level. Okay. I can click on the drop-down. I can directly come to this quarter.

[5:45:22] [snorts] Now in this label I want to show you something. This is very very show you something. This is very very important. Yeah. So if I click here this level. Remember this point. I'm at the quarter level and I'm I'm I made the

[5:45:36] quarter level and I'm I'm I made the order date dis uh continuous. Okay, my order date is continuous. So if I click on this label this button here label on this label this button here label when I click on it in the label

[5:45:49] when I click on it in the label I can change here the I can change here the uh text here. Okay, I can change here the text. If I click on this three dots in the text, it

[5:46:02] is showing me sum of sales. If I click on the three dots, then it will open up this window. Now in this window, what I can do? I can increase the value font. Okay. I can I can change the

[5:46:15] font type here. I can change the font value. Yeah. Let me select here 10. Uh let me select first of all this one. You have to select this sum of sales. I have to click the drop-down. So I have to click

[5:46:28] here 11. Okay. 11. Let me change the font. Something like that. I make it bold. I give some color here.

[5:46:45] I give some color here. Okay.

[5:47:00] Okay. and I go for apply. Okay. You see here now the things have changed. the three dots here. I have to select remember this thing. I have to select this sum of sales and then I have to adjust all these things whatever I want

[5:47:16] to do. Okay. But first of all you have to select everything this one the title and then you can adjust things and then you can click on apply. Okay. And now the fonts are now bigger. They I've given some orange color and so on. I can

[5:47:31] also do it from here font. If I want to adjust then I can go for alignment. Now see alignment here it will work. Alignment if I click here you

[5:47:43] will work. Alignment if I click here you see alignment is like this or like this straight. Okay. I can also bottom then uh uh middle and then top just now

[5:48:01] top is looking better according to me. Yeah. Yeah. So I can adjust the alignment here. So I can adjust the alignment here. Okay. Now here this concept is important

[5:48:14] Okay. Now here this concept is important this one that in the label this marks to label this area where we are having here six options. This is important. Yeah. So in the marks to label what we have here option all mean oblit max line

[5:48:29] have here option all mean oblit max line ends selected highlighted most recent. Now just now you can see that all these labels are shown here. Yeah. All the labels are shown. There are total 16 labels because we are

[5:48:42] are total 16 labels because we are having here 16 points. So 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 labels are over here. Now suppose I don't want to see so many labels. What I can do? I can click

[5:48:54] many labels. What I can do? I can click on this label label button. So suppose if I want to see only the minimum and maximum I'm interested in only the which maximum value. So in that case in the

[5:49:06] max to label I have to click this option mean oblique max. Yeah. So if I click on mean oblique max. So I can see here that this is the So I can see here that this is the minimum value 70,392

[5:49:18] minimum value 70,392 and this is the maximum value in all the quarters. Yeah. So I'm interested in only in this point. Yeah. I I because see what happens that when you are having more labels you get confused. So

[5:49:30] you want to see here minimum value and maximum value. That is what you get over here in the label. Yeah. So in the label we are having min, oblique, max. Then we have here line ends. Let us see

[5:49:43] what is this line ends. If I click on this line ends. Then what what it shows here? It shows me the starting value and the ending value. Yeah. So where the line are ending there only I see the value. Yeah. So sometimes you may

[5:49:59] see the starting value, you want to see the ending value of the line chart. So this is what we mean by the line ends. Then we have here concept known as selected. Let us see what is selected.

[5:50:13] So if I click on selected. Yeah. Just click on selected. So see just now you don't see anything. There is no label. When you select when you click on selected you don't see any label. Now let's say I

[5:50:28] want to see this label of uh 2021 quarter 4. So if I click this one. See if I click this one, I can see the label. If I click this one, I see

[5:50:41] the label over here. So this is what we mean by selected. Yeah. Whichever point you want to see the label, you can click on it and that label will appear. Yeah. So unnecessary you are not getting confused over here

[5:50:54] with so many labels. So this is what we mean by selected. Okay. So label we have gone for selected. Then comes here highlighted.

[5:51:07] Now what is this highlighted? Let us click on highlighted. I click on here highlighted. So see in highlighted what we do suppose if I want to see here this lab this point and this point the value of this point and this point. So what I

[5:51:23] do here in the highlighted I create with the help of my mouse I create this kind of box. Okay. I create this kind of box and I select these two points. Yeah, again I'm repeating. I select with

[5:51:37] my mouse. I create these kind of box and I select these two points and then I release my mouse button. When I release my mouse button, I can see the values of

[5:51:49] highlighted. So whichever area I highlight in that area whichever points are available only the labels of those points will be

[5:52:01] highlighted. Let me show you again. If I click here over here and if I select these kind of uh this kind of points then here you can see only these labels are highlighted. The other labels are not shown over

[5:52:15] The other labels are not shown over here. Yeah I can also create like this. Okay. So with the help of a mouse you have to select the points. That is what we mean by highlighted and the selected means selected means if I

[5:52:29] click on this if I if I see if I have if though it is highlighted though it is highlighted but I I can also click one point. So highlighted and selected they are almost like same but little bit the option is that that in case of

[5:52:44] highlighted let me try with selected also. selected. Yeah, in selected also I can create this kind of thing. Okay, but normally selected is this point. Okay, whichever point I select it

[5:52:58] it will show me the value. That is what we mean. Generally we mean by selected and highlighted means whatever the whatever the points we highlight like this only their values will be shown over here.

[5:53:12] Okay. So these are the five methods over here and the last method here is most recent. If I click on most recent then it will show me the last value because last value is the most recent value. That's

[5:53:25] very clear. Okay. So most recent means this quarter 4 2024 is the last value that we are having. So only that value will get highlighted. That is what we mean by most recent. Yeah.

[5:53:40] So this is all about your label. Still we'll be talking more about the labels. Don't worry. Yeah. And in the label in this label if I click it and there is one first tick

[5:53:53] mark over here which says show mark labels. If I remove this tick mark then all the labels are gone. Suppose if I select here all. See I selected here all. And if I tick mark this thing then all the labels are shown. But if I

[5:54:07] remove this tick mark, all labels are gone. Okay. So this is one label area. Now you have So this is one label area. Now you have another another

[5:54:20] uh button over here which is known as here T. This one. Okay. On the top also here T. This one. Okay. On the top also you have the T that is also for label. So if I click on this small button T again the label will come up here.

[5:54:34] Yeah. If I click here again, the labels are gone. Again, if I click this T, my labels are back. And now, now if I want to modify anything, then I have to come over here. I have to come over here to this D label. And now I can

[5:54:48] modify the things over here. Yeah. But this is also a method where suppose, see, let me show you. If I remove this sum of sales here in the label, I remove this sum of sales. And now, let me try here. If I click this T button.

[5:55:03] So see if I click this T button. See I have not put here anything in the label. But although I I have clicked here the T button, it is showing me all the labels without putting anything in the label. Yeah. So that is another advantage over

[5:55:18] here of this small button here. Yeah. If I remove if I click on this small button again, all the labels are gone. Yeah. But better I would say that you drop the the field on the label. That's the better um I would say suggestion. Okay.

[5:55:36] So put the field onto the label and the labels will be shown like this. labels will be shown like this. Okay. So this is all about your label.

[5:55:52] when you are creating a line chart then we have one separate button here known as path path okay so if I click on this path in the path I'm having these three different paths that is one was known as

[5:56:05] linear second one is known as step and third one is known as jump if I click on step here so see now it is showing in step if I click on jump it will be shown like this yeah so these are various line types this is a normal line line line

[5:56:21] types this is a normal line line line type then jump and then sorry step and then jump then I can also select this line like continuous line solid line uh line like continuous line solid line uh dashed line dotted line yeah I can have

[5:56:36] these kind of options here I have selected here this path okay path button selected here this path okay path button there I see these options here

[5:56:52] so let us give the sheet name here as line chart. line chart uh let me show you one more option here

[5:57:06] that is known as tool tip. Okay, we have seen color, we have seen size, we have seen label, we have seen path also and now we are focusing on the tool tip and then later on we'll also talk about the details here. Yeah, details button. Let

[5:57:20] is the tool tip here. This is your tool tip. This white box as you can see. Now tip. This white box as you can see. Now I can also customize the tool tip. Yeah, I can customize this tool tip. So what I'll do here, I'll click on this

[5:57:34] tool tip, this button. And if I click on the tool tip button, I get this uh the tool tip button, I get this uh dialog box known as edit tool tip. Okay, just click on this button tool tip. And this edit tool tip dialog box will go

[5:57:48] open up. Now here I can modify the things. See how it is written here. Quarter of order date. This is the title. And then here it is showing me title sales. And then it is showing me the sum of sales here. So I can modify

[5:58:04] here. I can make the title uh this tool tip little bit bigger. Okay. I can also make everything bigger here. Let's say 12. Let's say 12. Okay.

[5:58:24] Let's say this quarter of order date. I can or I can give this one not the title but this one quarter order date. I can give here some green color and uh this

[5:58:37] sum of sales. I'll give here something like uh blue color. Okay. So I can like uh blue color. Okay. So I can modify these things. Plus here I can also add some extra field here. Let's say just now what it is showing me here

[5:58:52] order date, quarter of order date and sales. But let's say I want to also see here the profit though I have not used used here profit in this chart but I want to also highlight the profit value

[5:59:06] in this tool tip. So that is also possible. So what I do here after this possible. So what I do here after this sales and the sum of sales I uh press sales and the sum of sales I uh press enter and now here I can write down

[5:59:20] profit. Yeah, it will show me in other color. Yeah, it will show me in other color. Let me put it in black color. Okay. Or uh gray color here.

[5:59:37] here. Okay. Let me take here everything black. Okay, this also black. The title I'm talking about. Okay, so I've taken here profit. Now in the profit, what I do here? I want to

[5:59:53] see here the sum of profit. Yeah. Now this is the title. This is the additional data that I want to show it to my uh my colleague. Okay. So profit to my uh my colleague. Okay. So profit title. Now here I can go to this insert.

[6:00:09] Okay, insert. Now in the insert you can see that I can add here the data source see that I can add here the data source name, data update time, sheet name, workbook name. See let me put here sheet. Suppose if I remove this profit

[6:00:24] and let me come to this insert and in the insert I can I select here sheet name. What is my sheet name here? Sheet name is line chart. If I want to put it in the in the tool tip also, I can go over here, insert, I click on sheet

[6:00:37] name. So sheet name will come up. I press enter. In the next line, I want to see the workbook name. I write down the workbook name. Again, I press enter.

[6:00:49] Yeah. And I can also put my full name, username, etc. username, etc. Yeah. Now here what I want to do I want Yeah. Now here what I want to do I want to put here profit.

[6:01:03] and here I want to see the sum of profit. But just now you can see that I am not have if I go to the insert I'm not having here profit column here. I'm having only two options here quarter and sum of sales.

[6:01:19] But let me click here all fields. Let me click on all fields. Let us see what happens. Okay. All fields will show me everything. So I don't want to go for all fields. Yeah, I want to put here only sum of

[6:01:32] profit. So what we'll do? Let us write down here profit double quote. I click on okay button. Just now I click on okay button. button. Just now I click on okay button. If I put my pointer here, you see here

[6:01:46] when I put my pointer, it is showing me quarter of order date is this much, sales is this much. Now then it is showing me the line chart. That's the sheet name. Then it is showing me day three types of charts which is the

[6:01:59] workbook name, my file name. And then it is showing me profit double dot. Yeah, profit and colon. That's all. It is not showing me any value. Now if I want to see here in the tool tip profit, what I have to do? I have to drag this profit.

[6:02:16] it and I have to drop it on the tool tip. Yeah, I have to drop it on the tool tip, not the label. So I drag the profit, I put it on the tool tip. So now here you can see that sum of profit is dropped on

[6:02:32] the tool tip. This is the tool tip icon. Yeah. So this is important step. Then I go to the tool tip again. I click on the tool tip. So here I want to see the

[6:02:44] profit value. So now I'm already written the title profit. Let me make it black color. Okay. And now I want to see here sum of to see here sum of profit. So what I have to do? I have to go to the insert.

[6:02:59] And now in the insert button, insert drop-down. I can now see here sum of profit. Initially it was not there. So we drop the profit and we put it into the tool tip. So now I'm able to see this sum of profit in the insert.

[6:03:14] So I click here sum of profit. And now automatically the sum of profit will come up. I can give some color here if you want.

[6:03:26] the field which you have not used in this visualization. I have never used any sum of profit in this visualization but still I want to show show to my users. So profit sum of profit. I click on okay

[6:03:39] button. And now if I put my pointer here, you can see that it is showing me The tool tip profit is currently it is showing me 16,880.

[6:03:51] showing me 16,880. Okay. So you can do lot customization in the tool tip also. That was my point here. Yeah, these are all the customization here. Just click on this tool tip button and then you can adjust

[6:04:04] tool tip button and then you can adjust many things here. just show tool tip. Suppose if you don't want to see the tool tip, then let us

[6:04:16] remove this tick mark. I remove this tick mark. Show tool tips. Click on okay button. And see now if I put my pointer here, it is not showing me the tool tip. If you want to remove that tool tip, you can also remove it. Yeah, by removing

[6:04:31] this tick mark. Again, if you want to see it, you can put the tick mark. Then [snorts] what it says here responsive show tool tips instantly. Instead of show tool tip instantly I can click the drop-down and I we can also go for here

[6:04:43] on hover. If I click on hover let us select this option on hover. Show tool tips on hover. I click on okay So see when I put my pointer here hover then

[6:04:56] only it opens up. The earlier one was more responsive but here now if I hover on a particular point then only it comes up. Okay. So you can play with these options here. [snorts]

[6:05:20] and any to line chart let me know. Okay. So line chart is ready now. Now uh let us uh let me show you two kind of

[6:05:34] maps here. Yeah, the basic maps we are having here. Field map. There's a concept known as field map and another map is known as symbol map. Okay. So here in the show me if you click on the show me here on the top right corner

[6:05:49] then the show me you can see that these are the two maps here. Yeah these are the two maps here. So the first map here it is known as symbol map. Yeah just see the name over here. So the first map is known as symbol map.

[6:06:06] For symbol map we require here one geographical field. See it is written over here. Just check over here what is written when you put your pointer on the symbol map. In the symbol map you require one geographical field

[6:06:19] zero or more dimensions. Now see geographical field is already a dimension. Then if you want you can also use one more dimension and you may

[6:06:31] use one more dimension and you may require no measure or maximum two measure. Okay. So if you don't put any measure also then also it is fine. But for field map or symbol map you require minimum one geographical field minimum.

[6:06:45] If you don't put any measure then also it is fine. So this is the first map here it is known as symbol map. And the second one here when you put on the pointer on the second map it says here map.

[6:06:59] But what is second map is known as field map. Fi l e d field map. So remember map. Fi l e d field map. So remember these two words symbol map field map. these two words symbol map field map. Okay. So let us click on the new sheet

[6:07:13] here. Create a new sheet. Let us write down here symbol map. Okay. First of all we'll create a symbol map. So as we have seen that for symbol

[6:07:26] map or field map also we require one geographical field minimum. So now here which are the geographical field. Can you tell me here which are the geographical field in the in our data

[6:07:39] geographical field in the in our data set? You can see the geographical field by the icons. Okay. When you see the icons the icons. Okay. When you see the icons you'll be able to see it.

[6:07:55] Let me clarify this point. Sony region is not a geographical field. Just check the the type the uh icon here. It is ABC. ABC. Yeah. See the geographical fields are

[6:08:09] this uh these fields which are having this globe icon. So postal code you can see that it's having a globe icon. Then country oblique region it is have. Now see this country oblique region. Now definitely here we should we should be

[6:08:23] writing better we write down here uh uh we can also write down here country. Okay better we write down here country not the country oblique region. Let me

[6:08:36] not the country oblique region. Let me remove this point. Okay so country. Okay if you are having country oblique region you can right click here and you can rename. Okay. When you rename, you can just remove that region. Just keep here

[6:08:50] only country so that you are not getting confused here. Yeah. So, country you can see that it's having a globe icon. This is a geographical field. City is also having a globe icon. Again, a geographical field. And then you are

[6:09:03] having here the state. Yeah. State, public, province. In case of Canada, countries, they are having states. Yeah. So, state, public, province. That's also having a geographical field. Yeah. So there are here four geographical fields.

[6:09:19] there are here four geographical fields. Country, state, city and postal code. Region here. Unfortunately it is not a geographical field. Okay. So now what we'll do that if I want to create here a symbol map

[6:09:33] want to create here a symbol map then now see in in this case our data set is from US. So we are having different states uh sales figures and different states uh sales figures and different state profit figures. So we'll

[6:09:46] different state profit figures. So we'll be focusing on the state here be focusing on the state here this field. Okay. Suppose if you are having data of various countries then we can definitely select this country also

[6:09:58] as the geograph one of the geographical field for creating the map. But I'll go for here state, public, province. And then I want to select here let's say sales. Okay, sales. So what I do again the same

[6:10:13] method. If I want to select here two fields, one dimension and one measure, I have to press the control button and then I select here state, public, province and I select here let's say sales. Okay, by pressing the control

[6:10:27] button. So two fields are ready. State, public, province and then sales. And once you select this one geographical field and one measure, you can see here automatically these two maps are active. Initially it was not

[6:10:42] active but now these two maps are active. So what we do? We click this first map here which is known as symbol map. Yeah. So I click on this symbol map. And when I click on this symbol map,

[6:10:55] what happens? I'm able to see the overall world map. But I'm not able to see any data here. See, just click on this first button here after selecting the country, oblique, province and sales. And then

[6:11:10] oblique, province and sales. And then here we are able to see like this only here we are able to see like this only anybody is able to see the the map anybody is able to see the the map I think. So those people who are in US,

[6:11:23] yeah, you are able to see the map and the data. Am I correct?

[6:11:36] Nisha, are you there? Nisha, you are from US and anybody who is from US, you can let me know. Yeah, that uh you are able to see the map or not. But those able to see the map or not. But those who are from other parts of uh uh those

[6:11:49] who are living in other countries except US, you'll not be able to see anything. And what you are able to see here below just like me, you are able to see here 59 unknown. Am I correct?

[6:12:03] let's say are you able to see anything over here or you are able to see like 59 unknown just like me and also maybe those people who are in let's say Africa or [snorts] other countries. Yeah. Except US

[6:12:19] same as yours. Okay. So this is the issue. Now what is this 59 unknown and why you are getting this 59 unknown? Yeah, the problem is here that see I'm

[6:12:33] in Germany and I am using the data of US. So currently my local setting is US. So currently my local setting is Germany. Yeah. And if I'm using the data of US then I'll be getting these kind of unknown. If you are in India or if you

[6:12:48] are in let's say in Africa or if you are in even in let's say u Asia okay you are using the date of US and you'll

[6:13:00] be getting this kind of error 59 unknown. Yeah because of your local setting. So now what you have to do very very important part now comes over here once you are creating once you have

[6:13:14] see any data and you are able to see these kind of unknown then what you have to do you have to go to this map tab over here you can see on the top area we over here you can see on the top area we are having the map tab here.

[6:13:29] So there is a map tab over here. In the map tab, if you click the map tab, then you are having here one of the option known as edit locations. Edit locations in the map tab. So click on edit locations. In the edit

[6:13:44] locations, it will open up this dialogue box. It says here edit locations. Now here you can see that in my case, country oblique region is selected here setting. If you are in India, it will show you here country oblique region

[6:13:59] India. Yeah. Or if you're in Africa, it will show you here Africa or your own country. Sorry, not Africa. Africa is a continent. But your own country here. So what I have to do here, I have to adjust this thing.

[6:14:12] Yeah, I want to see the data of US. So I have to click this drop-down in this country of region. I click the drop down. When I click the drop-down, I'm having here various options. None, fixed, and from field.

[6:14:26] Yeah, if I click on none, it doesn't make any sense here. I have to click on make any sense here. I have to click on fixed just now. Fixed. Now, in my case, fixed is Germany by default. What I have to do? I have to in the fixed Germany. I

[6:14:40] click the drop-down. And now I select here. I search here United. So, I select here United States. Okay. I don't select this one. United States.

[6:14:56] minor outlying islands. I'm not that much uh sure about this option but I go much uh sure about this option but I go for the United States. So see now in my case instead of fixed it is United States. Okay. Now one more thing here it

[6:15:10] is happening here. You see here when I select here United States see what is happening here. Here we are having also the data of Canada that I forgot. So see we are having here Alberta, British Columbia, Manitoba.

[6:15:24] These are all the provinces of Canada. So whenever I'm selecting here country oblique region United States, I fixed my location to United States. Then it is location to United States. Then it is not able to identify the provinces of

[6:15:40] the Canada because my I have fixed my this is everywhere it is showing me here unrecognized. Unrecognized. Now if I go below unrecognized then it is showing me here Alabama. So here also

[6:15:55] it is showing me matching location is Alabama. Arizona are concerns are concerns. This is fine for US it is fine but for Canada it is not recognizing.

[6:16:07] So now what is the solution? If I see if I fix here instead of United States if I fix here instead of United States if I fix here Canada suppose. fix here Canada suppose. Okay, if I click here Canada.

[6:16:21] Okay, if I click here Canada fixed. Now you see here all these states of US are Okay, all the US states are unrecognized. And if I go down then it

[6:16:33] Columbia, British Columbia, Manitoba, Manitoba. So now I'm able to match the Manitoba. So now I'm able to match the provinces of Canada but now I'm not able provinces of Canada but now I'm not able to match the states of US.

[6:16:47] So you will definitely have this kind of situation. So what you can do now you can go to this country oblique region and instead of fixed yeah instead of fixing any country you have to go to from field

[6:17:03] from field okay if you're having data of many countries then don't go for the fixed option go for the from field option and from the field what field we are taking here country field. Yeah, because the data is related to different

[6:17:17] countries. So I select here country field. Yeah. So from field country. Okay. And now you can see here here it is matching Canada with Canada, United States with United States. If I go to state oblique province. Yeah.

[6:17:33] See there are two options two panels here. Country oblique region it is province here also it is matching. Everything is matching. You see Alabama, Alabama, Alberta, Alberta, Arizona, Arizona. Now you are

[6:17:47] Alberta, Arizona, Arizona. Now you are not getting here unrecognized. you are having only the date of one country then you can select here fixed.

[6:17:59] Suppose if you are in India and if you are also using the date of India then you will never have this issue of unknown. Remember this point. But you are in India and you are using the data of let's say Germany then you have to

[6:18:11] of let's say Germany then you have to change the this thing you have to fix uh yeah fixed equal to can Germany but if you are having data of various countries including India then you have to go for for this option known as from field and

[6:18:26] country yeah because in your data set yeah you'll be having country column city column state column you have to select here from country and then it will match up each and every data like

[6:18:42] this. Okay. And now once the data is matching then you click on this okay button. Okay button and now you can see it is showing me the data of US and see there are also these small points here.

[6:18:58] See the the the sales data of Canada is very very less. So there is a dot if I put my pointer on British Columbia then the sales is 2763. If it is Alberta it is 11,000 something. Yeah. So the dots are there in Canada

[6:19:14] also cube also it is there Ontario is there and plus all these states of US. So this is a symbol map. Yeah. This is a symbol map. Why it is a symbol map? Because it is using a symbol here. Yeah. Here it is using the symbol circle.

[6:19:30] Yeah. And here this California is having a bigger circle. If you want to increase the circle, let's say you are not able to see this Alberta circle or this uh Canada uh this uh uh Saskatchewan circle. What you can do? You can go to

[6:19:44] circle. What you can do? You can go to this size size button. Click on the size and you can increase this circle. You see here I have increased this size of the circle by going to the size. And now at least I can see this thing. And still

[6:19:58] if you want to make it bigger you can also make it bigger like this. Okay. So see now I can see British Columbia, Alberta, Saskatchewan. Yeah. And here also I can see many

[6:20:12] Yeah. And here also I can see many circles here. I have to go to the size. circles here. I have to go to the size. So this is what is known as symbol map with this one. So I think so symbol map I hope that you are all clear. Yeah. Now

[6:20:26] I hope that you are all clear. Yeah. Now here we are having the uh let's say the yeah one kind of a legend that what is the size and what it is highlighting here. Now see these kind of legends suppose it doesn't make any sense. Yeah

[6:20:39] suppose it doesn't make any sense. Yeah because if you put your pointer on this circle you'll be able to see the value. Yeah here it is showing you the minimum value of the sales which is 132 in one of the province maybe. I think so. Yeah,

[6:20:54] it is Saskcatch one here and uh the highest value is 457,688. Yeah, that is this one California. Yeah, it is having the biggest circle. So, it is having the highest sales. So, I would say that suppose if you

[6:21:08] don't want don't require these kind of uh let's say the legend what you can do you can click on this drop-down here in the sum of sales click on the drop-down and in the drop-down we are having this option known as hide card.

[6:21:25] hide card. Okay. Click the drop-down and click on hide card. So see now you are getting here more space. Yeah. And that that kind of legend it was not having any sense here. Yeah. So just hide the card and it will go away.

[6:21:39] Also I would like to show you here in then let's say in this state column chart or this pie chart also if I in the pie chart and stick column chart I can pie chart and stick column chart I can see here this legend. Okay. Now see this

[6:21:53] legend is occupying a space here. Yeah. Because if you see this below area, this is totally blank. So it is just a wastage of space here. Yeah. Why this is blank? Because here we are having this legend. So what we can

[6:22:08] do here instead of putting this legend over here by default the legend will come over here in Tableau. But I can bring this legend in this area where here. Okay? Because see this is also blank.

[6:22:23] Okay? Because see this is also blank. Yeah. So I will bring this legend from this area to this area. Okay. So what we have to do? We have to Okay. So what we have to do? We have to simply select this legend. Okay. Like I

[6:22:36] like uh uh say when I put my pointer over here. Yeah. Sorry. Start my camera. Yeah. So when I put my pointer over here on this legend, then I can drag it. You see here I'm dragging and then I'm dropping over

[6:22:50] I'm dragging and then I'm dropping over here like this. I drop over here and you see here now I'm able to see the legend here. And once my legend comes over here here. And once my legend comes over here now this space is occupied. Okay. Now

[6:23:02] there is no wastage of space here. Again I'm repeating. here. Okay. So what I do I drag this this

[6:23:17] legend and I bring it over here below the marks card and now this legend is over here. So I'm able to see the legend also and plus I'm able to see get here also and plus I'm able to see get here more space in the chart. Yeah. So this

[6:23:30] also you can remember here. Okay. And for symbol map there was here one kind of a small ledger but that I did not require so I had hidden that did not require so I had hidden that card. Yeah.

[6:23:43] file. Okay. Save it. File. Save it. Save. So now this is the symbol map. Now let us go to the next uh map. For here we go to

[6:23:56] the next sheet here. And here we will be creating the field map. Okay. So for field map also we'll require a one geo uh dimension and one measure. Minimum one geographical dimension we require. But if you want to

[6:24:12] see sales or profit then we also require the uh yeah the the measure over here. the uh yeah the the measure over here. So for uh this the second map here what So for uh this the second map here what we require we require the state.

[6:24:26] Okay. So I select here the state and now I press the control button as usual and now let us select here profit. So for field map I want to use here the profit. So state and then I press the control button. I select the profit. So two

[6:24:42] fields are selected here. State and profit. And then I click this second map here. Not the first map. Second map. If I click on the second map and I click I remove this. Close. Show me.

[6:25:01] Yeah. So here what is happening? It is showing me the data of Canada as you can see. But now it is showing me here 49 unknown. So it is not showing me any data of US. If this is the situation in your case also you know the things

[6:25:14] what what we have to do. Yeah in my case it is showing me 49 unknown. Yeah I can also click this 49 unknown. If I want to remove this 49 unknown I can click on this 49 unknown. When I click it 49 unknown I get here this panel.

[6:25:31] get this panel. In the panel you click this edit locations. and edit locations. What is my issue here? My country oblique region is Canada.

[6:25:43] Yeah, I don't want to keep it here Canada. I click the drop-down instead of Canada. I click the drop-down instead of fix Canada. I go for here from field. fix Canada. I go for here from field. From field and I select here country.

[6:25:56] Okay. So from field is country here. And now everything is matched. Okay. So select here from field country. I'll click on okay button. And now you I'll click on okay button. And now you can see here the

[6:26:11] can see here the data of US and Canada. Uh yeah, now it is there. Okay. So now I'm

[6:26:24] able to see the this is a field map. Why is field map? Why it is known as field is field map? Why it is known as field map? Because here the the uh yeah the sales uh sorry the profit it is shown by the colors and these colors are filled

[6:26:37] here. Okay they are filled over here. So that is known as field map. While in case of symbol map I'm able to see the symbol only. Yeah with the help of the symbol I'm able to know whether the sales is high or low. Okay. But with the

[6:26:51] field map it is showing me with the help of the colors. Okay. So here you can see color. So California is having the highest sales. Yeah. Sorry, highest

[6:27:03] profit. Okay. Then we are having here New York which is having the second uh best uh profit. Okay. Then you can see the different colors of uh or the shades the different colors of uh or the shades of blue color and this orange color the

[6:27:17] dark orange color let's say this Texas it if you see if you put the pointer on tax it is showing you here profit is equal to minus 25,729 it is showing you minus so there is a loss over here so that's why when

[6:27:30] there's a loss loss is highlighted by the orange color yeah and here this is your legend on the top right corner let me bring this legend over Here you see I brought the legend over here

[6:27:43] and here it is showing me the maximum value and the minimum value. The minimum value is -25,729 that is for this Texas and the maximum value is 76,381 that is for uh California. Okay. So here

[6:28:01] it is showing me the dark orange color then slowly the dark orange color become light orange almost white and then it starts with blue color and then it finally becomes the dark blue color. Yeah. So with the help of this shades of

[6:28:14] color I can see that which state is having the uh higher profit and which is having the lower profit. This is known as field map.

[6:28:28] this symbol map. Yeah, please come to the symbol map here or let us give the sheet name. First of all here sheet seven. I give the sheet name as field map. Okay, sheet seven is field map. Okay. So

[6:28:43] give the sheet name here. And let us come back to this symbol map. In symbol map I have to show you one concept here. See here what is the uh shape of this symbol? It is circle. Okay. Now suppose

[6:28:58] if I don't like circle, I want to see here uh let's say rectangle or let's say triangle suppose. Okay. I'm not happy with this circle symbol. So if I want to

[6:29:10] convert this circle into any other shape, what I have to do? I have to come to this area. Okay, this area here where it is written Okay, so in the currently in the

[6:29:24] also known as circle chart because it is using the circle. So if I click on this drop-down here automatic instead of drop-down here automatic instead of circle if I want to see here square

[6:29:36] I can select here drop-down and I can select here square. So see now it is square. Okay, symbol is square. But suppose if I want to convert it into triangle suppose.

[6:29:48] into triangle then I have to click here the drop-down and the drop-down. See I cannot see here triangle. I can see here square and circle only. Yeah there is no

[6:30:00] triangle here. But if I want to go for triangle here then I'm having one option here known as shape. Shape. Okay. So if I click on this shape. Yeah. Just click on the shape here. And

[6:30:14] now you are having one additional button known as shape. Yeah. Click here shape. And you are having one additional button known as shape. Yeah. So now you can see that this is currently circle. This is a different kind of circle. But if you

[6:30:29] have the triangle, you can click here the shape button. you can select here. Let's say this field triangle or empty triangle suppose

[6:30:43] if I select here field triangle this is what I see here yeah or this this is rhombus I think so rhombus yeah I can go for here plus sign or

[6:30:55] multiplication sign star these are some of the shapes yeah if I want to have more shapes I can click here this more shapes if I click on more shape then I'm having this dialog box.

[6:31:10] Yeah, that is edit shape. In the shape also I'm having here shape palette. Yeah, just click here on the more shapes. This panel will come up. In the panel, you're having here shape palette. I click the drop-down. In the drop-down,

[6:31:26] I'm having here default field, arrows, bar, buck tracking, gender, KPI, proportions, ratings, thin arrows, weather. If I click here filled then weather. If I click here filled then these are all the field shapes.

[6:31:41] Yeah. Likewise here these are the default and we are having different kind of arrows. Okay. So here you can change these

[6:31:53] Okay. So here you can change these things. Okay. So this is how we are changing the shape of the [snorts] symbol map. Yeah. Okay. So coming back to the field map

[6:32:07] here. So this is the field map. Yeah. Field map also it is very very looking Field map also it is very very looking good. Yeah. Now let us focus on these buttons over here. This buttons.

[6:32:20] Okay. So we are having here the search button. The first one here. If I click on the search button I can search here anything. Let's say I search here uh

[6:32:32] Texas. Okay, I search here Texas. So now it is showing me here Texas, United States or Texas city, Texas or Texas County or Texas County also. There are two Texas county uh Missouri and Oklahoma uh Oklahoma. Yeah. Suppose if I

[6:32:47] want to go for the Texas state, I select here Texas state and now it is showing highlighting highlighting the Texas state here. Okay. If I if I want to go back to the

[6:33:02] If I if I want to go back to the original map, then here I'm having one button here. You can see this pin button. If I click this pin button, I'm going to the original map. Yeah, just click the pin button here. If I search

[6:33:17] click the pin button here. If I search here, let's say uh New York. So now it is asking me whether it is New York as a state or New York as a city. So if I click on New York and here this is the New York. Okay.

[6:33:35] button here I'm going back to the original map. Yeah. So this is the search button. Then this is plus or minus that is zoom in zoom out. Okay. Zoom in. If I click on minus sign. Yeah

[6:33:49] Zoom in. If I click on minus sign. Yeah that's very clear. And if I zoom in too much and if I want to go back to the original map, I have to the same button this pin button and my original map is back. Okay. So this is that button for

[6:34:04] coming back to the original map. Then we are having here this kind of button, the last button. In this last button we are having here zoom area. Then we are

[6:34:16] having here pan or pan. Then we are having here rectangular selection, radial selection and lasso selection. Yeah, these options and lasso selection. Yeah, these options here. So if I click on this zoom area,

[6:34:31] if I click on zoom area. So see now this zoom lens is coming up. I with the zoom zoom lens is coming up. I with the zoom lens, I can click on this thing. Okay. I can click on let's say this Montana. It will zoom in still. Zoom in.

[6:34:47] Montana. It will zoom in still. Zoom in. Zoom in. Something like this. Okay. So this is what we mean by this zoom lens here. If I want to go back I have to click here this pin icon. I'm back over here.

[6:34:59] Yeah. Then if I want to uh see currently I'm let us assume that we are having the data of various countries. So suppose if I want to uh move between the countries in the

[6:35:15] map. So what I have to do I have to click on this arrow and I have to click this option here that is known as pan. If I click this pan option now I can move freely here. Okay I can go to this South America. Suppose if I'm having the

[6:35:31] data of South America I go going to go to South America, Africa. Yeah. Europe. I can move anywhere here. I can go to India, Asia. Yeah I can go anywhere here. So that is what is this pan but button

[6:35:46] here. these four arrows in four directions. Okay. And if I want to go back to my original, reset my map, I have to click again this pin icon. I'm back over here. Okay. Then we are having these three

[6:36:00] buttons here which is known as selection button. Rectangular selection, radial selection and lasso selection. Now what is this selection all about?

[6:36:12] So let's say I want to select here the states which are part of the western region. Okay. Let's say I want to select here California, Nevada and Oregon and Idaho.

[6:36:28] I want to select here only four states here out of all these 50 states. So what here out of all these 50 states. So what I can do? I can go to this arrow and I can click here. In the arrow I will click here this rectangular selection.

[6:36:41] Okay, first of all, we'll go for the rectangular selection. I click it. And now once this rectangular selection is selected, then what I do? I create this kind of rectangle with my mouse. Okay, I create this kind of rectangle.

[6:36:55] And then I select here all the four states. So see when I select all the four state then only these four states are getting highlighted. Again I'm repeating I'm going to this button. I'm clicking this se rectangular

[6:37:08] button. I'm clicking this se rectangular selection and then I if I want to select some few states here in the western region with the help of my mouse I create this kind of rectangle and I can select whichever state I want

[6:37:22] to select. Yeah. So I select here these four states and now only these four four states and now only these four states are getting highlighted. selection. Similarly, I can also go for here radial selection.

[6:37:39] So instead of rectangular, if I click on radial selection and with the help of my radial selection and with the help of my mouse, now it will create a circle. Yeah. So whichever state is coming under that circle, it will get highlighted.

[6:37:52] Yeah, these are getting highlighted and this is known as a radial selection. I can also click over here like this and whatever the states are selected within the circle all those states will get selected here.

[6:38:06] states will get selected here. Okay. So this is known as radial selection. Now what is my requirement here that

[6:38:18] I want to select here uh let's say uh California I want to select here Nevada and I want to select here IDO. Okay, I want to select here only these

[6:38:34] three states California, Nevada and Idaho. I don't want to select here Oregon.

[6:38:46] Sorry, this is yeah Oregon. Okay, I want to select here only these three states. So if I go to this button and if I click here rectangular selection. So if I create here these kind of rectangle what is the problem here that with the help

[6:39:00] of the rectangular selection by default Oregon is also getting selected here. Yeah because I don't have that control you know so when I'm when I'm selecting

[6:39:12] you know so when I'm when I'm selecting the California Nevada and Idaho automatically Oregon is also selected that is with the uh rad uh the that is with the uh rad uh the rectangular selection. Now if I go for

[6:39:25] rectangular selection. Now if I go for uh radial selection circle okay so if I create here one circle and if I make it bigger you see here with the help of circle I'm also able to select here Washington and UTO so UTA and then uh

[6:39:42] Arizona I want to select only the three states but along with the three states the other four states are also getting selected Rectangular selection and radial selection.

[6:39:56] Now we are having the third option which is known as lasso selection. This is a great option. So instead of radial selection, if I click here this lasso selection, now you see the effect.

[6:40:10] Okay. First of all, I click over here. Now you see I want to select here California, Nevada and Idaho. So I have selected here lasso selection. And now I select like this with the help of my mouse.

[6:40:24] mouse. I select like this. You see here only these three states are selected. I'm again showing you.

[6:40:39] Let me show you here with the help of lasso selection. I select here. I start with California with the help of my mouse and then I select here uh Nevada and then I select here IDO and only these three states are selected with the

[6:40:55] help of lasso selection. See Oregon is not selected. This UT is not selected. not selected. This UT is not selected. Arizona is not selected. If you're having these kind of typical

[6:41:10] selection I would say yeah if you want to select here let's say California Nevada IDO and Montana that also it is Nevada IDO and Montana that also it is possible

[6:41:25] selection like this you see

[6:41:37] four states. No other states are selected here. No other states are selected here. California, Nevada, Idaho and Montana. So all this is possible with the help of lasso selection. Remember this point. So

[6:41:52] we have taken here all these options. Yeah. Now suppose if you don't want to have some of these options here. Let's say yeah by default all these options will be shown here. Yeah. zoom in, zoom out, then this search option, this uh

[6:42:05] fixed map and this all these options here. But if you don't if you want to remove some of these options, then what you can do, you can go to this map again. Map tab. Click on the map tab. And the map tab,

[6:42:18] you are having here map options. The last option is map options. So go to map tab and you click on here map options. In the map options, you get here these In the map options, you get here these options here. Show map search. This is

[6:42:32] to see this thing, you can remove this tick mark. When you remove the tick mark, the map search is gone. If you tick mark again, the map search is back. Yeah. Then here it says show layer control.

[6:42:47] Here's a layer control. I'll be showing it later on because we are having a separate session on the maps where I'll be talking in more details about the other options in maps. There we'll be talking about this layer control. Then

[6:42:59] here it says show view toolbar. See if I remove this view toolbar then you can see that this view toolbar is gone. This lasso selection and all those things are gone. If I tick mark again this view toolar toolbar is back. Then

[6:43:13] what it says here allow pan and zoom. If I remove this tick mark. Yeah. If I remove this tick mark now you can see that that zoom feature plus and minus they are gone. And also there was a pan option that is also gone. If I

[6:43:26] tick mark again, those options are back plus or minus. And here this is the pan option. Yeah. So you can customize all these options here. Then here it says show map scale. If you see the map scale, yeah, normally

[6:43:42] you must have seen that in in the case of Atlas. Yeah. Atlas book there is a of Atlas. Yeah. Atlas book there is a scale. Yeah. So uh if I want to see here the map scale. So now here at the bottom area I can see the map scale here.

[6:43:58] Okay. So this is the uh let me go back map option. So this is a map scale. In the map scale also I can go for the units. In the units I can click the drop-down automatic metric or US. Now see I am

[6:44:13] currently in in Germany. So we are using the metric system. So we are having here in 1,000 kilometer. Yeah. But if you are in US, you will require it in miles. So in US, you will require it in miles. So I'll select here US

[6:44:28] metric units equal to US. And now I'm getting here the scale in miles. Yeah. If I select here metric, it is show me,000. If I select here automatic, in my case, it will be still showing me in,000 kilometer. Yeah. Because it is it

[6:44:44] is taking the region here where I'm located. Yeah. So this kind of uh scale is also available here if you want in the map.

[6:44:57] So all these options are available here in the map and map options here. Yeah. Now one more thing here in this uh profit here some of some profit here you can see that we are using the orange color show for showing the loss and we

[6:45:11] are using the dark blue color for showing the profit. But suppose if you don't like this color palette, you want to use another color palette where you want to highlight the loss with red color and profit with green color

[6:45:24] suppose. Yeah. So you don't like this color palette. So you can go to this color palette here. Sum of profit. You can click the drop-down and in the drop-down you can select here edit colors here. Yeah, the sum of profit you

[6:45:38] click on edit colors. And now in the edit colors you will see here the palette. Okay. In the palette it is showing you Okay. In the palette it is showing you here automatic. Instead of automatic I

[6:45:51] can select here various shades of blue color orange color red color single color. Then I can also select the combination of two colors. Then I'm combination of two colors. Then I'm having here orange blue diverging red

[6:46:03] green diverging green blue diverging. So let me select here red green diverging. Yeah I select here red green diverging. So see red red color will be shown you will be showing you negative and green

[6:46:19] color will be showing you the positive values. Yeah. So here it is showing me this palette. Let me click on apply. Okay. You see here now the state which is having the highest profit or more profit they are shown in

[6:46:34] green color and the states which are having the negative profit or loss they are shown in red color and this Texas is having the highest uh loss so it is showing in dark red. Yeah. So this color color palette I can

[6:46:48] select here. Yeah. Click on the drop-down and here I go for edit colors and now I can select here also here you can see that there are some shades here but suppose if you want to fix up some shades you want to

[6:47:02] have here five shades six shades then you can select here this step color I select here step color as soon as I select here step color then these are the five steps here okay so it is dark dark red then it becomes light color

[6:47:17] light red then something like very very [snorts] light green color then green [snorts] light green color then green color little bit darker darker darker. If you want to have here more steps you can increase this more steps like this.

[6:47:31] So you can also make it here six steps or seven steps you decide. You can also reverse here. See currently dark color is used dark red color is used for loss and green color it is used for profit.

[6:47:44] But if I want to reverse it I can click on this reversed. And when I click on on this reversed. And when I click on reverse now loss is shown by green color Normally we don't like that one but you can also reverse it. Then here it says

[6:47:59] use full color range. If I select here use full color range. Maybe this color has changed here little bit. Yeah. I click on apply. Okay. And

[6:48:12] you see now it is looking different. Yeah. Now see this Texas is really dark red. Initially it was not that much dark but now Texas is really dark red and this California is really dark

[6:48:26] green. This is also dark green. New York. Yeah. And the other uh different shades here. Okay. So this is how you can change the color palette here. And you can also adjust the things here.

[6:48:45] of this legend? It is sum bracket profit. If you don't like this title, you can click on the drop-down. You can edit the title. Yeah. So, sum bracket profit. If you don't like this one, you can write down

[6:48:59] don't like this one, you can write down here. Total profit. here. Total profit. Total profit. I can make it bigger. Total profit. I can make it bigger. I can change this thing. Yeah.

[6:49:12] So see now it is total profit here. Now though it is total profit it is not showing me properly here I think. So now it should be showing me in uh yeah see here when I put this field map

[6:49:29] onto the dashboard yeah then I can see here the dark red this the this bold and bigger color. Okay, see in the field map when I change this total profit the title here it is not showing me that formatting options

[6:49:43] mean it is not showing me the the the title after the formatting has been done but if I take this map onto the dashboard here I'm able to see the things because see for me what is important the dashboard is important

[6:49:56] finally when I'll be bringing all the visualizations together in one place then the dashboard is important so in the dashboard I should be able to see the dashboard I should be able to see all the formatting

[6:50:09] But we'll be talking about the dashboard little bit later. So here I can do these formatting options. Yeah. So we'll be uh creating here one last chart here that is known as tree map. Okay. Yes. Okay. So now the

[6:50:27] same thing I'll be also able to show you in the tableau. So in the Tableau if I go to the show me in the show me I'm having this tree map here. This is my having this tree map here. This is my tree map. Yeah this area this this is

[6:50:40] the chart here. So for the tree map what I require here it is shown below. For the tree map I require here one or more dimensions and one or two measures. Yeah. So minimum I require one dimension and one measure minimum. Okay. If I'm

[6:50:55] having more dimensions, more measures that is fine. But at least I require one dimension and one measure. Yeah. So here what I'll do that I'll be selecting let's say subcategory. Okay. I select subcategory

[6:51:12] subcategory. Okay. I select subcategory and let me select here quantity suppose. Okay. Subcategory and quantity. You can select here any other field. I select here subcategory and quantity by pressing the control button. And now you

[6:51:25] can see that my tree map is active. So I click on the tree map. Okay. I click on the tree map and now my my tree map is ready. my tree map is ready. Very very easy. Okay. I have taken here

[6:51:41] Very very easy. Okay. I have taken here subcategory and the quantity. And as you can see that in the tree map the biggest square so the biggest rectangle it is shown on the top left corner. So here binders is having the

[6:51:54] corner. So here binders is having the highest uh quantity in my Yeah. And then copers subcategory is having the lowest quantity which is 242 and here it is 671. Yeah. And here it is showing you various

[6:52:09] shades of blue color. This is the dark blue color. So it is having it shows you highest uh or the subcategory with the highest uh quantity and if it is very very light color it means that it is having the lowest quality uh say lowest

[6:52:23] uh quantity here. Yeah. So this is a tree map. Yeah. In tree map also if I want to show some label here I can put the quantity in the label. So I can see the quantity over here. Yeah.

[6:52:38] And if I go to the label, in the label also I can here see in the label also I'm having here uh if I click the label button I'm having here all minax selected highlighted yeah the options that we have seen in

[6:52:52] yeah the options that we have seen in the line chart. If I select here minmax accessories. Yeah. And tables. Yeah. And tables. If I select here selected

[6:53:07] If I select here selected selected is fine.

[6:53:21] then why it is showing me here accessories and tables.

[6:53:42] it is very interesting here because accessory is not having the highest and definitely tables is not having the lowest quantity uh binders is having the highest

[6:53:54] quantity and this is one this is very interesting interesting yeah if I go for here min max if I go for highlighted then highlighted it It's fine. Highlight it is working

[6:54:08] it It's fine. Highlight it is working like this. Yeah. But like this. Yeah. But this is interesting. not. Yeah. If I go for all it is fine.

[6:54:25] But min max why it is showing me this thing only. what I did that here if I select here min max then it was showing me here

[6:54:41] accessories and tables. Okay, which was wrong. What I did I go to the label and here in the field. Okay, in the field I said it was showing me automatic. Instead of automatic I

[6:54:57] went for uh ah yeah yeah. What it is doing here? uh ah yeah yeah. What it is doing here? So if I here subcategory subcategory now see in the in on the basis of subcategory definitely

[6:55:11] accessories is coming first because it is starting with A. So it is showing me the quantity of accessories because in ascending order it T is coming first and the last one is tables because we're

[6:55:24] starting with T. So based on the subcategory accessories is first and tables. So this is what we were discussing here that when we click on this label and then when we are selecting here the field

[6:55:37] then automatically when we select here sum of quantity then based on the sum of quantity binders is having the maximum value and copious is having the minimum value. Yeah. So you likewise you can select here but let us go for all. Yeah.

[6:55:51] So this is our tree map. Okay. So let us write down the uh sheet name here tree map. Okay. And please save this file because basis. So please save it.

[6:56:12] Okay, save the file. And now we'll be starting with a new file. So I'll request all of you to open a new uh or a blank Tableau desktop or a Tableau public file. So when you open

[6:56:25] the Tablelo desktop here we are having the what it says here jumpst start your there are some already some templates which are available. So you can also use

[6:56:37] this template okay before you start creating anything you it it would be my suggestion to check all these templates. If you're lucky you may get a template

[6:56:49] template is ready you have to just connect your data set. That's all. Okay. modification but at least you are saving lot of your time. Okay. So here we are lot of your time. Okay. So here we are having some uh yeah pre-built templates.

[6:57:04] having some uh yeah pre-built templates. And here if I click on view more And here if I click on view more yeah when I click on view more then here these are the various templates. Okay. And uh I can also do some yeah

[6:57:19] these are the various categories here. all then corporate finance uh customer service digital and etc. Okay. Energy, ESG. So you can also check it at your convenience all these templates and maybe specifically for your industry.

[6:57:35] Let's say I'm in in insurance. If I click on this insurance, then these are the various insurance templates which are available. So in the insurance suppose if I click on this one insurance claims suppose let me click it. And now

[6:57:51] here we are having this kind of template. template. Okay. And uh let me click on open. So see here this is the template which has already been created by Tableau. It is

[6:58:03] on insurance claims. And uh here it says add your data. You can replace the sample data in this accelerator with your own data. The data mapper helps you add data and assign your fields to those used by the accelerator. So suppose if I

[6:58:17] click on get started though I don't have any currently any data but yeah this is the here I can connect the data and then it can get connected with all these uh

[6:58:29] yeah the fields which are already available. So this is what I can do over here. Okay. So these are the various let's say this is the one of

[6:58:41] the dashboard here. Then there is another dashboard which is known as another dashboard which is known as executive summary. Yeah, it will come over here. You see here, see these are already built.

[6:58:55] Yeah. So this is about executive summary. Then open claims. Yeah. And here uh this is agents. Okay. How many how much is paid for the

[6:59:09] agents? Claim reimbursement. average days to close. This is uh process effectiveness. Yeah. So these kind of templates are a great help for all of us. Okay. Great advantage. So you don't have to do

[6:59:25] anything. Just connect the data do some little bit of modification. Maybe don't know that what we can or say what kind of uh u visualization we can create here. what which type of visualization we want to have it what it what it

[6:59:40] should show but uh here you can get lot of uh let's say ideas okay that uh what you can do yeah so this is one of the example related to insurance and

[6:59:52] likewise you can select here many other templates yeah so please go through these templates at your convenience this is these templates are available only in the Tableau uh desktop Okay, not in Tableau public.

[7:00:10] So now what we'll be doing that we have seen this accelerators and I think so this I already mentioned earlier that these are the two sample data set. So if you are not having any kind of data uh to work with Tableau then you can simply

[7:00:25] click this sample super this is our sample super data set. So you can uh uh and here uh what has happened that uh here many of the visualizations are already created for you. So if you click this this particular thing yeah then it

[7:00:41] there all the things are already created. So you can also learn from that particular example okay it is possible that I'll not be able to create all the visualizations. Yeah. So at least uh you can go through

[7:00:56] this particular report also which is already created and here the same sample supertore data set is used and there is another data set which is known as world indicator. So that also you can see yeah it will give you a lot of ideas frankly

[7:01:08] speaking. Okay, this is what I also do. So try to explore these two data sets over here. Please click on Microsoft Excel. Now you know the things how to connect it. So here I'm having the data set global supererstore 2024 open

[7:01:25] and now we are having these three sheet what we'll be doing we'll be connecting the order sheet here just order sheet so

[7:01:37] the order sheet here just order sheet so bring the order sheet over here now see this data set global supererstore data set is almost five times bigger than the sample supererstore data set if you remember

[7:01:49] That sample supertore data set was containing around 10,000 rows or 10,000 records. While this global superers store data set, you can see here it is store data set, you can see here it is written 24 fields and 51,290

[7:02:03] rows. So this is five times bigger. Yeah. And this is global supertore. So here we are not focusing on let's say US and Canada. We are focusing on many other countries. That's why here they have created more number of record. And

[7:02:16] data set. This is not a real data set. This is a dummy data set. So normally the Tableau trainers they are either working with the sample supererstore data set or the uh or the global supererstore data set. Both are popular.

[7:02:33] Now in this global supererstore data set also almost the number of columns are same. I mean the titles are same here you can say [snorts] but one or two you can say [snorts] but one or two columns are different. Okay. So here we

[7:02:47] are also having uh ship mode, customer ID, customer name in the sample supertore data set, segment, postal code. Okay, you know this fields very well. City, state, country, region. Now here in the region we are having here

[7:03:03] uh various regions like Oceanana, Eastern Europe, Northern Europe, yeah, Asia also we are having various categories of Asia, Western Asia, Southeastern Asia, South uh yeah so so

[7:03:16] on. Okay, even uh America also, Central America. Yeah. So these are here the regions are like this. Okay. In the sample supertore data set, we were sample supertore data set, we were having regions like west, east, uh,

[7:03:30] having regions like west, east, uh, south and, uh, central. Okay. But here the regions are like this. Then we have another field which is known as market another field which is known as market field. So here we are having market like

[7:03:43] Asia, Pacific, Europe. Then USCAS that stands for US, Canada. It's very clear. stands for US, Canada. It's very clear. Then we are having Latin America. Okay. So as such there are here and plus we have Africa also. So five uh markets are

[7:04:00] over here. So this is a new field in global supererstore which is not available in the sample supertore data set and the other data other columns are same. Okay. Here also we have the okay. Now here we have one extra measure which

[7:04:15] is known as shipping cost. In the earlier one we did not had shipping cost but here we are having sales, quantity, discount, profit and shipping cost. So discount, profit and shipping cost. So five uh measures are over here. Okay.

[7:04:29] five uh measures are over here. Okay. And uh here we also have one order priority. Okay that uh whether it is high, low or medium. Yeah. So I hope that this is clear. So

[7:04:43] this is a data set. This is known as global superers store 2024 data set. Now global superers store 2024 data set. Now what we do? We click on sheet one. Okay, sheet one. And now we'll be starting with the first

[7:04:55] And now we'll be starting with the first topic which is known as hierarchy. Okay. So uh [clears throat] for hierarchy first of all let us create one visualization. Yeah. So uh what I'll do that here see

[7:05:11] Yeah. So uh what I'll do that here see in this uh show me in the show me I want to create this kind of text table the first visualization which is known as first visualization which is known as text table. Yeah. So what I'll do that I

[7:05:24] text table. Yeah. So what I'll do that I will select here uh category. Okay. I select here category and then I press the control button and then I select here sales.

[7:05:38] Okay. So, category and the sales I select this both the fields. Okay. And then I click this first visualization in the show me that is known as the uh text table. So I click

[7:05:52] on it. Okay. I click on this and now here you can see that this is our small table where it is having the furniture, office, supplies and technology. And these are the total sales.

[7:06:05] Yeah. So this is our text table. Now what we'll do that as we know that under each category there are

[7:06:17] subcategories. So there are three categories and there are 17 subcategories. So here what now I'll do that I will make this table little bit that I will make this table little bit bigger. So I will simply click this I'll

[7:06:29] uh drag this subcategory and I'll put it over here. Okay. drag the subcategory and I put it over here. And now you can see that yeah I can make it bigger also

[7:06:42] like this. I can expand. So here we are having category subcategory. Let me make it uh okay. Now see here whenever you are having a table you you will by default it will be standard. But now see what

[7:06:57] happens that if I go for entire view in this table if I click on entire view then it will be looking like this. Yeah, this doesn't look good because here we are having the category subcategory and the here the the sales is on and the on

[7:07:12] looking good. So what I'll do instead of looking good. So what I'll do instead of entire view I will click here fit height because if I go for standard then standard is like this. But now I want to

[7:07:24] expand down. Okay, I want to go down. So I will click here fit height. I will click here fit height. And now this is looking better. Okay, I And now this is looking better. Okay, I can also adjust manually like this.

[7:07:44] So this is the category, subcategory and the sales here. Total sales over here. >> [sighs] >> Now see here I have to see both the things that is the category and the subcategory. Now normally this is the

[7:07:57] situation okay that we are having first of all we start with the higher level and then we go with the lower level here. But now suppose if I want to see again only the category okay I don't want to see all these

[7:08:10] category then what I have to do? I have to remove this subcategory. I remove it out. Okay, now I'm able to see only the category. Now again if I want to see the

[7:08:22] I have to do again I have to drag the subcategory I have to put it over here and again I can see the subcategory. Now this is not a good process here. Okay. So I what I want to do here that

[7:08:35] whenever I want to see only the categories I will be able to see only category and the subcategory then I should be able to see both the levels. Currently I have to remove the subcategory again. Bring the

[7:08:49] subcategory. This is not looking good. So here what we'll do that we will go for a concept known as hierarchy. already gone through their concept in PowerBI session. So here now we'll be

[7:09:03] seeing how to create a c how to create a hierarchy. Now to create a hierarchy we are having here two methods. So I'll show you both the methods. The first method is this that we have to

[7:09:17] select that field uh which is coming at the top level in the hierarchy. Okay. So in our case we are having here

[7:09:29] category subcategory and below subcategory if you subcategory and below subcategory if you want I can also uh put here market as another level of hierarchy. So suppose if I drag here market then here I can

[7:09:43] see that there are various market though this is not looking good but uh yeah this is the market okay or I can also remove this market I can bring here yeah so segment is better because here we are having three segments so this is

[7:09:58] also you can say this is a three levels of hierarchy though we have not really we can assume that this is like a hierarchy category subcategory And here

[7:10:10] hierarchy category subcategory And here I have taken segment. Yeah. So now in these three levels suppose if I go with these three levels of I go with these three levels of hierarchy. Yeah. Then what we'll be

[7:10:23] hierarchy. Yeah. Then what we'll be doing now that we'll be creating the hierarchy with the first method. So in the first method as I said that you have to select that field which is coming at the top level of the hierarchy. Top

[7:10:35] level in the hierarchy. So that is our category. Okay. So now you see here I'm selecting this category. I click the drop-down. And when I click the drop-down here there is one option known as hierarchy.

[7:10:49] Okay. So go to the category. Click the drop-down and go in this list. Go to the hierarchy. And in the hierarchy there is one option here known as create hierarchy. Yeah. So I click on create hierarchy.

[7:11:02] And now here when I click on create hierarchy here it is asking me what is the name of the hierarchy. So let's say I give here the hierarchy name as product

[7:11:18] is not compulsory that you should write that word hierarchy. You can simply write down the title of the hierarchy that is known as products. Okay, you can give your own name also over here. So name is products. I click on okay

[7:11:31] name is products. I click on okay button. And now you see here that here our hierarchy has been created. Okay. So here we are able to see the Okay. So here we are able to see the hierarchy.

[7:11:47] having the first level of hierarchy which is known as category. So category is available. Now what we'll be doing here that uh uh we below the category I

[7:12:00] here that uh uh we below the category I want to bring the subcategory. So now subcategory I can go I can click the drop-down in the subcategory and in the subcategory I go to hierarchy. Now see in the

[7:12:14] subcategory hierarchy now I'm having two options. What are the two options? Add to hierarchy. I can add this subcategory to the already created hierarchy which is known as product hierarchy or I can also create another hierarchy.

[7:12:28] There are two options. Okay. Now see just now it doesn't make any sense to go for creating another hierarchy. So I will go for this option subcategory drop-down hierarchy. In the hierarchy I go for add to hierarchy. In the add to

[7:12:42] hierarchy I select this products. Okay. So I click on products. And now you can see that subcategory is part of the hierarchy. Okay. Below the category we are having now subcategory. Okay. Here the the

[7:12:58] always start with the top level. In case of PowerBI also it is the same thing. of PowerBI also it is the same thing. Yeah. So category subcategory these two levels are created. Now what we want to do we want to have this segment below

[7:13:13] the subcategory. So I can also go over here to the segment click the drop-down in the hierarchy I go to add to hierarchy and the add to hierarchy I select here products. So I click products and now

[7:13:42] segment is there now. So category, subcategory and segment. Yeah. So this is one method of creating the as you have created the hierarchy

[7:13:54] category, subcategory and segment. Now you can see that these are the minus sign. Yeah. So in yesterday also we saw in the plus sign it means that there is another level of hierarchy. Yeah. So here if I

[7:14:09] want to uh see here we are able to see all the three levels of hierarchy. Now if I want to see only the category level then in front of the category there is a minus sign. I can click on the minus sign here and now I only see the three

[7:14:23] categories furniture, office, supplies and technology. If I click on plus sign here in the category, it expands to subcategory. So see now it is showing me subcategory. And if I click on the plus sign of subcategory, I can also see the

[7:14:37] again. If I want to come back to subcategory, I can click the minus sign. subcategory. And if I want to see only category, I can click the minus sign and I can see only these things. Okay. So this is the advantage

[7:14:52] this is the advantage of creating the cate uh the hierarchy. Yeah. By default when you are having the date field then the hierarchy is already created. You don't have to create a hierarchy for the date field as we saw

[7:15:06] yesterday. But uh if you want to create this kind of hierarchy then it is also this kind of hierarchy. category subcategory segment. You can also go for category subcategory and product name or you can go for category subcategory

[7:15:22] you can go for category subcategory region or category subcategory and uh region or category subcategory and uh ship mode. Okay. Or category uh region and market. So there are many

[7:15:34] many many options over here for creating the hierarchy. Okay. So this is one of the method of creating the hierarchy. Now what we can do I'll uh that if I want to show you another uh method of creating the hierarchy then let us

[7:15:50] remove this hierarchy. Okay. So I'll select this product products hierarchy. Let us select the products hierarchy. Click on the drop-down. In the drop-down we have one option known as remove

[7:16:03] hierarchy. Okay. So I'll now show you the second method. But before that I have to remove this hierarchy. So select the products. Click on the drop-down and then you click on here remove hierarchy. When you

[7:16:16] click on remove hierarchy, now you can see that categories, segment and subcategory they are all separate fields now. Okay, they are all now shown now. Okay, they are all now shown separately here.

[7:16:32] hierarchy. And what is that method? Here I will start with this subcategory. Okay, I'll start with the subcategory and then with the help of my mouse I will select this subcategory field from

[7:16:49] the left hand side and then what I'll do I will drop it I will drop it on the category again I repeat I select the subcategory field from the left hand side and then I drop it on the category

[7:17:04] uh field here okay so just drop it on the category field when you drop it then here it is asking view to give the name to the hierarchy. Yeah. So here by default it is showing you the name category comma subcategory.

[7:17:18] But this doesn't make any sense. So let us remove this one. And now I write down here again the same hierarchy that is known as products hierarchy. Okay. So hierarchy I'm giving the name here products hierarchy. Click on okay

[7:17:32] button. So now you can see here that again that product hierarchy is created. again that product hierarchy is created. What I did I took the see suppose if I do it reverse suppose if I take the category and if I drop it

[7:17:46] on the subcategory let us see what happens okay so I'm removing this hierarchy now what I'll do I will take this category and I'll drop it on the subcategory let us see what happens so when I drop it the when I drop the

[7:18:00] category on the subcategory let me give here the name products products hierarchy Click on okay button. And now you see here the level. First of all it is showing you the subcategory and then it is

[7:18:15] showing the category. Now this is wrong. First of all what we want? We want to have the category because it's the highest level and then we want to have the subcategory. So that's why when you are dropping the field one field into

[7:18:28] another field remember that you have to always start with the lower level of hierarchy. So select that lower level of hierarchy that uh yeah and then drop it on the higher level of hierarchy. Yeah. So this is not okay.

[7:18:43] So I will delete or remove. So now what I'll do again I'll do the same thing. I will take this subcategory and I'll drop it on the category. And now here I'll be it on the category. And now here I'll be giving the name products

[7:18:57] products hierarchy. And now this is the correct level category subcategory. Okay. So remember this sequence. And now uh what I can do I want to also

[7:19:09] take this segment into the category sorry into the hierarchy. So I can select this segment. Now see this segment either I can go to drop-down. I can select the drop-down this segment. I can go to hierarchy. In the hierarchy

[7:19:24] I can go to add to hierarchy and products. This is one method products. This is one method or I can select this segment and I can uh drag this segment and what I do I bring it over here. See I'm bringing

[7:19:39] bring it over here. See I'm bringing over here in the hierarchy and what I have to do see here you can see that black line. So currently that black line is below the subcategory. So what what does it mean that the segment will be

[7:19:51] placed after the subcategory? If I take it little bit above the segment then it is coming it will come between category and subcategory. Okay. I want to put this segment after the subcategory. So I can drop it over

[7:20:04] here. And now you can see that this segment is coming after the subcategory. Yeah. So here this is how I can drag and drop. Okay.

[7:20:22] also you can see again the plus sign. I can click on the category plus sign it opens up subcategory. If I click on plus sign in subcategory it opens up the segment. So here the hierarchy is already there.

[7:20:39] the hierarchy. You can decide which method is better for you. Either you create one hierarchy and then you drop then you select that hierarchy again and again and you create your two three levels of hierarchy. Yeah. And uh yeah

[7:20:56] see this hierarchy why this hierarchy is important because when you want to do this analysis Yeah. You can also create a hierarchy here by uh normally people they also create hierarchy that is known as let's say geography geographical

[7:21:11] hierarchy. What does the geographical hierarchy contains? It contains uh let's say if you are if you're having the data of various countries and the those countries are available in

[7:21:24] different continents then you can in in your geographical hierarchy you can have you can start with the continent. Okay. Then below the continent you have country. Below country you have state. Below state you have city and below city

[7:21:38] you may have postal code. It all depends how many columns you are having. So here many people what they do that they also create a hierarchy for this country city create a hierarchy for this country city yeah uh here we don't have postal code

[7:21:54] in this data set but we have here state okay so postal code is over here yeah so there are four geographical hierarchies uh so geographical levels so here also I can create a geography hierarchy

[7:22:07] okay which is which will contain four levels of hierarchy and that also I can use it any in in in any any of the chart. Yeah. So this is all about the hierarchy and in hierarchy once you created the

[7:22:21] hierarchy you can use it for creating any kind of visualization. Yeah. So please give the sheet name here. Sheet name here we'll be giving as

[7:22:34] here. Sheet name here we'll be giving as name as hierarchy. have done over here. So this is the hierarchy sheet. So if this is clear hierarchy then the next topic that I'll be now

[7:22:48] then the next topic that I'll be now discussing it is known as grouping or creating the groups. Yeah. So let us go to the new sheet here. New sheet. And in the grouping also there are various methods of creating the groups. So let

[7:23:03] methods of creating the groups. So let us start with the first method here. header. Okay. So let us give the sheet name here

[7:23:17] Okay. So let us give the sheet name here that is uh grouping by header. Grouping by header that's the sheet name here. Yeah. So I'll show you here three level three different methods of

[7:23:30] creating the grouping. So grouping by header. So here what we'll be doing that let us create one visualization here first of create one visualization here first of all. So what I'll do I will take this

[7:23:45] all. So what I'll do I will take this sales in the columns area sales in the columns and then I take the market here market we are having here market field so that market field I'll put it here in the row section.

[7:24:01] put it here in the row section. So sales in the columns and market in the row section. And what I'll do, I will make it entire view. Okay, make it entire view.

[7:24:23] here. Descending sorting, ascending sorting. So I will click on this sales and there is a descending sorting here. So I've done here descending sorting where we we can see that Asia Pacific is having the highest sales followed by

[7:24:36] Europe, US, Canada, Latin America and Africa. Africa. So five things are there.

[7:24:51] So let us understand what is the purpose of creating the grouping here. So see currently it is showing me five markets. Now let's say I want to club I want to club some of the markets and I want to see the uh let's say the overall effect

[7:25:08] of those two markets. So one of the example which I can take over here is example which I can take over here is let's say I want to group uh let's say Latin America and US Canada suppose okay I want to see that what is

[7:25:24] the total sales of US Canada and Latin America yeah and that total sales I want America yeah and that total sales I want to compare it with Asia-Pacific yeah currently you can see that Asia Pacific is having the highest sales so I

[7:25:38] want to do the grouping of these two markets here. So what I can do now? Now I'll show you the first method of creating the grouping. I'll select this US Canada. Okay. Select this US Canada uh bar.

[7:25:55] Then we have to also select Latin America because I want to do the grouping of these two markets. So I'll be pressing the control button because I've already selected one market. So I'll press the control button and now I

[7:26:08] select Latin America. So two markets are now selected. And now what I do after selecting these two markets by pressing the control button I put my pointer here on one of the selected market. And when I put my

[7:26:21] pointer here yesterday we all we have already seen keep only and exclude. Now we'll be using this one. Which one? This one. This pin button that is known as group members. So when I put my when I click this button pin pin button when I

[7:26:38] click it. So now something has happened. You see here when I clicked on the pin button something has happened this one pin button. Okay. What has happened here? You first of all see on the right hand

[7:26:52] side here. On the right hand side you can see that this blue color it is for can see that this blue color it is for Latin America, US, Canada and uh the click over here just hold on

[7:27:08] uh if I click if I click somewhere over here then I can see that now Asia-Pacific Europe and Africa they are of gray color which is shown over here it is shown as others and this US Canada and Latin America they are shown

[7:27:23] together because that we have what we have created here a group yeah so this is one group and the second group is others but now what has What happened here that do though I have created a group. Yeah.

[7:27:35] And plus you can also see one more thing here on the left hand side. On the left hand side you can see here that after the market field we are having a new field which is known as market bracket group.

[7:27:51] group. Yeah this field has been created. Now how this field was created? Because we clicked on that pin icon. Yeah. When we selected these two fields uh two uh markets and then we clicked on that pin

[7:28:04] icon then what happened that a grouping was created and here a new field has been created which is known as market bracket group. This is automatically created by Tableau. You don't have to do anything.

[7:28:17] Yeah. In case of PowerBI also it is the same concept and there also the group is created automatically. So market bracket group is created. group is created. Now what is the problem here that

[7:28:31] Now what is the problem here that I want to see only one bar of US, Canada and Latin America. Okay, whatever is the total sales of US, Canada and Latin America, I want to see only one bar and I want to see another bar which will

[7:28:46] I want to see another bar which will take care of the other regions. Okay, whatever the other markets are available, I want to see it as others. So I want to see in my bar chart only two bars one for Latin

[7:28:59] America and US Canada together and second one will be others that's all what I want to see but just now here I'm able to see all the five bars able to see all the five bars now what I'll do I will remove this

[7:29:14] market field here in the row section we are having the market field just bring it sorry just bring it out okay just remove this market. Remove this market field. And now what we'll do, we will drag.

[7:29:32] Yeah. Once we remove this market field from the row section, now we will drag this market bracket group. This market bracket group. This field we'll be putting here in the row section.

[7:29:47] Yeah. Remove the market field from the row section. And now you drag this market bracket group into the row section. And now you can see there are section. And now you can see there are only two bars here. Latin America, US,

[7:29:59] Canada one bar and the rest all the other three markets are coming as other three markets are coming as others. So this is what we wanted. Yeah.

[7:30:21] bracket group. If I remove this market bracket group and if I again drag this simple market field, if I drag the market field over here again my this uh five markets are shown. Okay, but I don't want to see like that.

[7:30:37] So I remove the market field. I drag the market bracket group. Now see here if you want to change the name of this field by default it is shown like this market bracket group. But instead of that I can right click over here.

[7:30:52] Yeah. And I can create here rename. And in the rename I can write down here market grouping. I can also write down like grouping. I can also write down like this market grouping.

[7:31:10] market groups I can rename it. And now I will drag this market groups over here in the row section. And now we can see these two things here.

[7:31:33] this doesn't look good. Let's say here I want to uh give the title as uh North and South America let's say okay I

[7:31:47] this but I want to write down or America suppose if I want to write down Americas yeah then also it is possible so what I'll do now

[7:31:59] I'll do now uh if I want to do any modification here uh if I want to do any modification here yeah any modification in this grouping then I have to go to this market groups here okay where this field is already

[7:32:13] created so I go to this market groups I click on the drop-down here okay just check it here go to the market groups or what market bracket groups click on the drop-down you are having one option here known as edit groups

[7:32:29] okay edit groups and before I show you this edit groups one thing also I want you can see here that you can see that there is a pin icon here. Yeah. So if you want to identify that which is the grouping icon here or

[7:32:43] grouping field you can identify with the pin icon here. Yeah. So this is important. So now what I'll do I want to modify this grouping. So I'll go to this market group. So I click on the drop-down and here I click on edit

[7:32:58] group. I click on edit group. And here I get this dialogue box addit group market groups. The field name is market groups and these are the two groups others and Latin America.

[7:33:15] Now here if I want to change the name of this grouping. Yeah I can double click over here in this Latin American US Canada. Double click

[7:33:31] American, US, Canada. Right click. Then here we have the option rename. click on rename also. There's a button here rename. Yeah. So I write down here. Let's say Americas

[7:33:47] suppose just an example. Okay. Don't misunderstand me because just now Yeah. [sighs] So I don't want to be part of that that

[7:33:59] uh political discussions here. Yeah. So Americas. Okay. And then here we are having others. Now suppose I don't want to see others. I want to see the other regions like separately I want to see Asia, Pacific, uh Europe and Africa. I

[7:34:16] don't want to see everything in others. Then here you can see that we are having here one tick mark known as include others. include others. So if I remove this tick mark, as soon as I remove the tick mark,

[7:34:29] now you can see that here we are having separate markets, region, Asia, Pacific and Europe. Yeah, if I click again, then all these remaining markets will be coming under others. But let me remove this tick

[7:34:45] mark. And when I remove the tick mark in front of include others, I click on front of include others, I click on apply. Okay. And now you can see that apply. Okay. And now you can see that there are here four markets

[7:34:57] Americas, Africa, Asia, Pacific and Europe. If I click on this, if I do the descending order, in the descending order now America's is having the highest sales overall. Then comes

[7:35:10] Asia-Pacific, then Europe, and then Africa. there are four markets. So it will show you four different colors

[7:35:23] and as I told you yesterday that if you are not happy with these colors you can change the colors over here. Yeah from this area but what I'll do I will bring this legend from the right hand side. I will bring this legend and I'll put it

[7:35:36] over here that also we did yesterday. Yeah. So that here we are having some space. Okay. Okay. So this is what is the grouping. So now

[7:35:49] So this is what is the grouping. So now what I want to do that I want to uh club uh let's say Europe and Africa suppose yeah I want to do another grouping here where I want to group the Europe and Africa. So if I want to do the grouping

[7:36:05] you know the method either I can uh select both these columns or both these bars and I can do the grouping. This is one method or again I can go to this one method or again I can go to this market group this market group here

[7:36:20] market group click the drop-down and then in the drop-down I go for here edit group edit group and now here again this edit group and now here again this dialog box has come up edit group now

[7:36:33] what I want to do I want to group Africa and Europe suppose so I select here Africa select here Africa. Press the control button. Press the control button and I select

[7:36:47] here Europe. So see these two uh markets are selected Africa and Europe. because Asia Pacific is having a highest good amount of sales. So I'm clubing I'm

[7:37:01] grouping here Africa and Europe. And then what I can do I can click here this button group. Okay, I click on group. And when I click Okay, I click on group. And when I click on group now it is telling me uh it is

[7:37:14] giving me the combined name. Okay. Select both the markets. Click on the Select both the markets. Click on the group button. Now this is the name.

[7:37:27] name uh this that is uh

[7:37:40] half EU suppose okay just a small simple name of EU okay half of EU yeah I give the name to this uh grouping so now what we are having we are having

[7:37:53] this one group which is consisting of Africa and Europe. Another group is consisting of Americas that is Latin America and US, Canada. And there's a third one which is just simple Asia Pacific.

[7:38:06] Pacific. Okay. Then once this grouping is done, Okay. Then once this grouping is done, yeah, you can click on apply. Okay. And now you can see here these three groupings

[7:38:18] groupings Americas, AFU and then Asia Pacific. This is how you do the grouping. And when you want to remove the grouping I have shown you you can go to this grouping market grouping drop-down edit

[7:38:32] grouping and here if you want to remove this grouping of Asia uh this Africa and Europe I can select this group select the group and here you are having one button known as ungroup. Yeah. So if I select this grouping AF,

[7:38:46] EU, if I click on ungroup, now there are three countries uh three markets here and Americas. I click on apply. Okay. And now we are having here Americas, Asia, Pacific, Europe and Africa. I have removed that grouping one

[7:39:01] of the grouping. So whenever you want to see once you do the grouping for the first time then this kind of group field is created and then if you want to modify anything then better you go to this group group field

[7:39:15] click the drop-down edit group and then you can do the grouping ungrouping you can do the grouping ungrouping whatever. Yeah. So this is one of the method of doing the grouping that we did the grouping

[7:39:28] the grouping directly in the our this area. Okay. Now let us go to the new sheet here. In the new sheet I'll be showing you now another grouping.

[7:39:43] another grouping. See we are having here uh let's say we create one visualization first of all in this new sheet. to create a new sheet this new sheet. to create a new sheet and here we'll be taking the let's say

[7:39:56] the sales I put it in the columns and I take the subcategory okay subcategory I put it in the row okay subcategory I put it in the row section

[7:40:13] then uh automatically subcategory is having the plus sign because here we are hierarchy So even if I take this subcategory, it is showing me this plus sign because if I click on the plus sign, it will show

[7:40:27] me the segment. But currently I don't want to see the segment. So I will click on this minus sign here in the subcategory. So just take the subcategory. So just take the subcategory level sales and subcategory.

[7:40:46] Okay, entire view. Now here I'm not doing the uh sorting based on the sum of sales. I'll keep this sorting as it is. This sorting is based on the alphabetical order. Yeah, it starts with accessories and it ends with tables. So

[7:41:02] accessories and it ends with tables. So I'm not doing here any kind of sorting. Now if you want to create a group, okay, uh where let's say I take one example

[7:41:16] here. I want to create a group for these three subcategories which are starting with alphabet A. Okay. So I want to create a group which will consist of accessories, appliances and art.

[7:41:32] Okay. I want to create a subcategory now sorry a group. Now as I showed you sorry a group. Now as I showed you earlier that I can select this uh accessories bar then I press the control button and then I select here appliances

[7:41:47] and art and then I can click on this pin button and it will create a group uh field over here. Yeah, this is one method which I showed you earlier. Now there is another method that what I can do here I can go to this

[7:42:05] subcategory. Yeah, here it is written subcategory. I click the drop-down. Select the subcategory field. Click the drop-down. In the drop-down you go to this option known as create.

[7:42:20] Go to the option known as create. In the create you are having here four options. create you are having here four options. calculated field group set and Okay, in the create we are having calculated field group set and

[7:42:32] parameter. What we want to do just now we want to create a group. Yeah. So go to the subcategory field create and you click here group. Click group. So see now it is showing you the field name. Field name is

[7:42:49] subcategory bracket group. If you want I can also remove this If you want I can also remove this group. I can write down here subcategory group. I can write down here subcategory grouping. I I'll give my own name here.

[7:43:01] Subcategory grouping. Let's say you can also go for the default name. It's not own name. You can also go for the default name. So subcategory grouping.

[7:43:18] been created. Okay. Now what I want to do I want to do the grouping of accessories, appliances and art. So just I showed you earlier what I'll do I'll select this accessories. Yeah I cannot select here two items

[7:43:33] together. So what I have to do I have to press the control button. So select accessories then press control button and then you select here appliances and art. Yeah. So three subcategories I have

[7:43:45] selected here. Yeah. By pressing the control button. Yeah. By pressing the control button. And now I click on group button here group. So now this group has been created.

[7:44:03] created then by default the names are written like this. Whatever the names of subcategories are written it is shown like this. Accessories, appliances, art. Yeah I don't like this name. What I'll do? I'll give my own name here for this

[7:44:18] group. For this new group, I'll write down here small down here small uh small office

[7:44:31] Yeah. So here I have given the name to this new group which is known as small office appliances. You can give any name here.

[7:44:54] Yeah. Then once I have created this grouping now I can decide that whether these other subcategories whether I want to put it in others or I want to show it separately.

[7:45:07] subcategories they'll be shown separately in your this bar chart. But if I do want to see only two bars, one is small office appliances and other uh

[7:45:19] other one will be others. Then what I can do? I can click on this others include others. I can tick mark. And when I tick mark over here, you can see that all these other subcategories are coming in other.

[7:45:33] Yeah. But let me remove this tick mark. I want to show it individually. Yeah. So only one group is created. Small office appliances. I click on apply. Okay. Apply. Okay. Now you see here currently this chart has not

[7:45:50] Though the grouping we have created but the chart has not changed. Why? Because just this grouping has been created here. The grouping field has been created. Now what we have to do? If I want to see the grouping here then

[7:46:05] what I have to do? You know the process. I bring this subcategory grouping over here. Subcategory grouping you put it in the row section and then what you do you remove this small subcategory this

[7:46:19] simple subcategory field you remove it keep only subcategory grouping yeah just keep some small uh subcategory grouping and now you can see here let me

[7:46:31] do the uh descending order when I go for the descending order I can see here small office appliances then phones copiers office appliances then phones copiers chairs etc Yeah.

[7:46:49] So just if you want to see the grouping then you have to bring that grouping field over here. You cannot keep it here simple subcategory field. You have to here. Then only you'll be able to see the grouping here.

[7:47:04] Yeah. So this is the grouping. So likewise you can bring other groupings also. You can create other groupings also. groupings also. Yeah. Suppose suppose if I want to add

[7:47:19] if I want to add this binders to this small office appliances group and what should I do? Yeah, I want to add these binders to this small office appliances. So I will go to this subcategory

[7:47:34] grouping here. In the subcategory grouping I click the drop-down. In the drop-down subcategory grouping dropdown I click on edit group grouping dropdown I click on edit group as I have shown you earlier edit group.

[7:47:46] Now here again the dialog box has come up subcategory grouping. up subcategory grouping. I click this arrow button. Okay. And now I click this arrow button. Okay. And now what I'll do here the binders is there.

[7:48:00] Yeah. What I can do? There are two methods here to add these binders to methods here to add these binders to this small office appliances. I can select this binders. Yeah, the first method is that I select

[7:48:13] these binders and after selecting the binders, you see here one d one drop-down. Okay, select the binders and then you see here the drop dropdown. What it says here add

[7:48:28] two. In the add to if I click the drop-down, I can see here the group which I have already created that is known as small office appliances. So I can click this small office appliances add to small office

[7:48:40] appliances and now here you can see that binders is now part of the small office binders is now part of the small office appliances. This is one method.

[7:48:52] Okay. If I select here drop-down now okay now If I select here drop-down now okay now let me show you another method. Yeah. Now it is separate. Now what I can do if I want to add these binders to the

[7:49:11] small office appliances, I can select this binders and I can drop it. Yeah, I select this binders and then I can drop it on this small office appliances. If I drop it on the small office

[7:49:25] appliances. So now you can see that binders is part of the small office appliances. This is how we do. either you select the binders and then you click here drop down and you can

[7:49:39] select here whichever group you want to add. Yeah. Or you can drop it over here. Just drop that binders to the grouping title and it is done.

[7:49:56] So once I add the binders I click on apply. Important part is apply. Okay. And now here you can see that binders is not shown separately. It is part of now

[7:50:08] not shown separately. It is part of now the small office appliances. Yeah. So this is how you are doing the grouping in the data window. This is not a data

[7:50:21] to the data window. We selected the subcategory field. We created the grouping and then we use that grouping over here in the visualization.

[7:50:34] Yeah. So that is known as grouping. Let us write down here the sheet name grouping. Uh grouping in data window.

[7:50:49] Okay. This is known as data window. Yeah. Here there's the title data. Yeah. Here there's the title data. Yeah. So grouping in data window.

[7:51:01] grouping and then you do the visualization or from the visualization also you can do the grouping. So I I have shown you both the methods whichever method is fine to you you can go for it.

[7:51:17] the grouping. So here let us go for the sheet name that is you can give the sheet name like visual

[7:51:29] visual uh grouping. Okay, give the sheet name here visual grouping.

[7:51:44] scatter chart. Okay, up till now we have not created a scatter chart. in uh Tableau. Uh I hope that you must have created in So let us create here a scatter chart. As for scatter chart we are also having

[7:51:59] in show me. Okay. Show me here you can see that this is your scatter plot. In here it is known as scatter plot. In case of power b is known as scatter chart but they are same. Okay. So here we are having this

[7:52:13] scatter plot and for scatter plot it says that we require minimum two measures. Okay. Because scatter plot for both for x-axis and y-axis we require two numerical field. So two measures are

[7:52:25] required minimum. If we are having more measure that is fine but minimum two measures and if we have dimensions or not that's fine. Yeah. If we put some dimension that's also okay. we can go for further analysis but otherwise

[7:52:40] for further analysis but otherwise this uh scatter plot we require minimum two measures. Okay. So let us do one thing that here what we do we uh we will use this show me by clicking this visualization but

[7:52:55] click it. So what we'll do we will select here let's say sales. Yeah, I take the sales and I take the profit.

[7:53:07] You can go for any other measure. You can go for sales and shipping cost and profit and shipping cost or profit and quantity or sales and quantity. Whichever combination you want to go, I will go with this sales and profit.

[7:53:22] Okay. And then what I'll do, I will also select one uh one dimension here. So I'll select one dimension that is known as subcategory.

[7:53:38] Okay. So I'll also select this subcategory by by pressing the control button. So just select here subcategory profit and sales. Okay. Subcategory profit and sales.

[7:53:53] Okay. Subcategory profit and sales. And then you select here this particular scatter chart here. Yeah. Over here. So I select this scatter chart. And when I select the scatter chart, this is my

[7:54:07] I select the scatter chart, this is my scatter chart. Okay. This is my scatter chart. Let me make it entire view.

[7:54:20] Okay. I can also bring this legend here though this is a legend very long legend though this is a legend very long legend that also I can put it over here.

[7:54:34] So there are here 17 circles because there are 17 subcategories here. So this is a scatter chart. Yeah.

[7:54:49] normally the scatter chart is having many dots or many circles. Yeah, here we are having 17 subcategories. But suppose if I put my pointer on one of these if I put my pointer on one of these circle, what it shows me here? It shows

[7:55:03] uh here accessories. This is the subcategory known as accessories. And then whatever it is showing me the profit and the sales. This is the total profit and the total sales.

[7:55:15] I repeat here here it is doing the aggregation. showing you sum of sales and sum of profit. So whenever you are creating these kind of uh scatter chart or scatter plot it is

[7:55:30] doing the summation. Now normally in the scatter chart we don't do the summation. Yeah. So if you want to remove this aggregation let's say you don't want to see sum of sales and sum of profit. We want to see here simple sales and simple

[7:55:44] want to see here simple sales and simple profit. Yeah. Then what you have to do? You have to go to this analysis tab. Click on the analysis tab. And in the analysis tab, you can see that there is

[7:55:56] one option here known as aggregate measures. Okay. And there is a tick mark over here. So currently what has what what we aggregation. It is doing the summation of profit and sales. So if I go to

[7:56:11] of profit and sales. So if I go to analysis tab and if I uh click on this aggregate measures yeah if I click it now you see here see these are the individual points here

[7:56:26] yeah these are individual record now it is not doing the aggregation because see here it is written sales and profit again I'm repeating what I have to do I have to go to this analysis tab and here you will see that in your case if There

[7:56:40] is a tick mark here by default. So, aggregate measures is active. But if I measures, I have to come to this analysis tab and I have to click I have to simply click this aggregate measures and then this aggregation will be

[7:56:55] and then this aggregation will be removed. So this is the actual uh scatter plot okay where it is showing you individual points. Okay, that let's say this point it is showing you for machines and this

[7:57:08] is one of the record where sales is 8,000 and the profit is negative 3,840. These are the individual points here. Yeah. Now let us do the aggregation. Okay. Suppose if I want to do the

[7:57:23] aggregation of this sales and profit again I go to this analysis tab and the analysis tab I click on this again this same option aggregate measures. I click on aggregate measures and now again these individual uh this uh 17

[7:57:40] dots are available. Okay. of doing the grouping. So let's say this

[7:57:54] four circles. Yeah. This is accessories, this is appliances, this is storage and this is machines. Suppose if I want to do the grouping of these four uh subcategories

[7:58:10] then how I can do this thing. Yeah. See I can I can select here this one circle then I can press the control button then I select the second circle third circle fourth circle. I can do this method which I showed you

[7:58:25] earlier. But instead of that because see sometimes this suppose if you want to select 15 circles they are near by each other. So to select individually one one circle by pressing the control button

[7:58:38] it's a tedious process. Yeah. So what you can do here that if you want to select these four circles you can create with the help of your mouse this kind of c this kind of rectangle.

[7:58:55] Yeah. So with the help of your mouse you select these four circles and now you can see that all these four circles are selected you can once your four circles are selected you can right click over here

[7:59:09] selected you can right click over here right click and in the right uh right click you can see here there's an option known as group known as group okay so I again I'm repeating with the

[7:59:21] help of your mouse you select these four circles these Four circles are selected. pointer on one of the circle. Right click. Yeah. Either you can right click. See either you can right click here or you can put your pointer on this circle.

[7:59:37] One of the circle and then you will be able to see this pin icon. Yeah. But let me right click here. When I right click, I can see here group. I click here I can see here group. I click here group. And now here you can see that

[7:59:51] already we have created subcategory grouping. Now another grouping has been Yeah. So this is how you do the grouping. Likewise you can select Yeah. Let's say this is one grouping. Then you can

[8:00:07] another grouping, you have to go to this subcategory group. Click the drop-down. subcategory group. Click the drop-down. Go to edit groups. And here now you can uh create other groups. Yeah, you can remove this include other. Just remove

[8:00:22] the tick mark in front of include other. And now you can do any other grouping here. Yeah. One grouping is you already done here. So this is how you do the grouping in the visual.

[8:00:36] Yeah. Means earlier also it was the visual here. Yeah. But here we can create the grouping by creating this kind of rectangle. Now we have come to

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