Tableau Desktop Specialist: Step-by-Step Guide & Transcript

[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 get to clean and organize data sets for analysis. Then we will explore dashboards where multiple visuals are combined into interactive reports with

[00:58] 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 make faster decisions. Before we begin,

[01:10] just a quick info. Simply learn 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 master AI powered analytics using Excel,

[01:24] 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 projects along with hands-on experience

[01:38] 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 including réumé reviews, mock interviews and placement assistance. Now before we

[01:53] begin, here's a quick question for you. What is Tableau mainly used for? Is it A coding applications, B data visualizations and dashboard, C database configuration? >> When we talk about data visualization

[02:07] using Tableau, you have to understand that Taboo is a business intelligence tool. What is a business intelligence tools tool everyone? What is the business intelligence tool or a software? All right. It helps to

[02:20] take business decisions, conversion, forecast. Okay. Instead of business intelligence, if I will ask you business analysis or I ask you data analysis, will you have the exact same answer?

[02:40] Collect data, process, analyze, visualize. Very good there. Analyze raw visualize. Very good there. Analyze raw data, internal, external software that collects, analyzes, turns raw data into easy to read reports, charts, and

[02:52] easy to read reports, charts, and dashboards. analysis software, what is a data analysis software, are you going to have the same answer? Yes or no? Aggregation, analysis,

[03:07] trading dashboard support decision making. Yes, it supports decision making making. Yes, it supports decision making at the end everything.

[03:20] If this is business intelligence here, what is business analysis? Then identifying problems is better solution. Yes. Very good. Yeah. Now, so yes, you realize there is an overlap, right? Good to see the

[03:36] answers here. Identifying problems and finding solutions using data and logic. Yes. Very good. Now let's understand how do all these things differ. So here okay when we talk about business intelligence software business

[03:50] intelligence are always softwares. It is not a concept. Okay. So business intelligence is not a concept. Business analysis is always a tool or a software. Yes. It is not a concept. Most of the people think it's a concept. It is not.

[04:06] It is just a tool or application that can do three tasks. So it can be a group of tools. It can be group of applications that will do three major task or provide the end user with three

[04:22] environments it provides us with? The first environment it should provide us is the data warehouse. Now data warehouse we are all aware data warehouse can be a server okay it can be

[04:36] a cloud it can be in-house server a company's own cloud architect architecture or a third party cloud anywhere where they store the data where they store data manage data and of course take care of it security and more

[04:51] okay they store manage and secure their data second environment it provides here is business analysis environment. The second environment is a business analysis environment basically taken

[05:06] care by a business analyst. Who is a business analyst or business analysis environment here? This environment here or any person sitting here requires the domain knowledge meaning which particular uh

[05:21] industry they are working in pharma, finance, credit where they are working in. They should have that domain business knowledge plus they should have experience in that particular domain. They should know how internal workings

[05:33] go along and what kind of problems can arrive here, what can be a probable solution for it. But of course they also need a data backup with their experience. So they have to know a little bit of tools and applications

[05:47] too. They have to know about a business analysis and data visualization tools too. So they should know a little bit of tools and apps or softwares.

[05:59] Now what is the third environment here? Third environment here is our BPMs. Okay, business process managers. Usually the people who will take the last decision or fund the business, right? So these are the people who take

[06:12] uh the last decision here. So these are business process managers. Basically uh when we talk about the uh CEOs, CEOs, directors, okay, uh BOD is here. So they will come up here.

[06:31] analyst person or as a business analysis, these people should be able to they will be given an objective by the BPMs. For example, they want to see a next quarter uh sales to be increased by 10%. How are you going to do that? Or

[06:46] they want to go ahead and reduce the cost of a manufacturing plant. Or they want to go ahead and figure out that what is the shortest path you can send our logistics team so that we are having uh we are again reducing the cost there

[07:01] or go ahead and figure out how we can reduce the defects in our laptops at the end uh at the end of the production line. So these are the real time problems will be given to them. Okay. So sometimes they have to identify the

[07:14] problem. Sometimes objective and problem is given to them. But once the objective and problem is clearly defined, they will first clearly define it. They will figure out with clear definition. Here what happens? They have to figure out uh

[07:28] from where uh first they will define which data is required. Then we figure out from where they will get the data. Where means internal external plus if internal which authority internally can give them that data. which department,

[07:43] which factory manager or floor manager or which particular uh other department or HR they need to contact like there will be a lot of emails going back and forth taking authority on that data that I can use it I can see it. So from where

[07:58] and how to get the data because they have to get many clarity clearance too because it is somebody some other department data might also be required this uh okay once this is collected this is 50% of the entire project right this

[08:14] is almost 50% of your entire project once this is done they will now decide that which are the correct questions to ask which are the reports they need to create which are the questions or calcul calculations that are needed to be

[08:29] calculations that are needed to be calculated and at the end okay uh since what kind of reports needs to be created. Now for them here there will be will be a team of data analysts working for them. Who is a data analyst here?

[08:44] Those who do not have much experience of domain but they are very very good with all the data visualiz data analysis data visualization uh tools there. So they know how the tools work. efficiently. They might not

[08:59] of the domain but they are very good at this. So now these are the people who will go ahead and import the data into desired tool. These are the people who

[09:11] will go ahead and clean data. Okay, make it usable. Uh and all will be under the guidance of the business analyst. After cleaning the data here they will go cleaning the data here they will go ahead and and uh upload this data for

[09:25] reporting purposes. upload for reporting purposes, taboo, powerbi, any choice that they have there within the team and after that they will create the reports uh from their reports they create the dashboards but reports

[09:38] creation dashboard creation will happen within the guidance of business analyst whatever reports they want whatever charts they want how many dashboards they are looking for in which particular audit why because at the end here the

[09:50] both of them have to come together and uh create the PBTs show the solution solions because they need solutions on that they have to show the solutions to the BPMs. So at the end once the PPs are created

[10:03] dashboards are created these BPMs have to be shown everything and uh these BPMs to be shown everything and uh these BPMs will take the last decision here. So this is uh business intelligence this is your analysis this is your data

[10:18] analysis and this is where decision gets taken. solution. They will come up with different solutions. They will also go ahead and predict which solution is uh will give most probable good results and

[10:33] based on that data they might pick up whatever they like they will not give a blanket solution for everything. Now they will ask you to for everything. Now they will ask you to do a first pilot check. Once that pilot

[10:46] test will uh pilot test you will take you will do the same thing again. You will go ahead and analyze the data. You'll create reports and dashboard and you have to prove that the cost reduced here because of your solution. If you

[11:00] can prove it then you go back to them then they will give you a budget where you can apply that solution to each and every city or a branch or a plant whatever is your objective there. So this is how things go in real time. So

[11:13] it's a cyclical process that keeps on going on. That's why you need a entire tool there or group of tool and application from one single source or multiple sources that can take care of all this entire business

[11:33] environment. Are we clear with the uh where are we standing right now? We are here based on your experience and domain. We are here.

[11:46] Okay. Clear? Very good. Now in this entire word I here. Right? [laughter] [gasps] So what where the visualization

[11:58] comes in here. Visual visualization is just uh 5 to 10% of your job in the just uh 5 to 10% of your job in the entire entire project. 80% of the time

[12:10] you will be getting uh deciding which data. Okay. Uh asking for data, getting the data, cleaning the data, making sure they work together with each other. Rest of the 20

[12:24] 30% of the job is creating reports, dashboards and the charts. Okay. So that chart charts and graphs here is called as data visualization. So let's go ahead

[12:36] and uh and we are all aware why are we doing the data visualization everyone because we want to go ahead and p graphically or pictorially we want to go ahead and see the data visualize the data.

[12:51] Now my question is that we understand that we need to do this and we can make that we need to do this and we can make decisions based on that. Fine. But why as a human being why do we go ahead and need to see the numbers but we cannot

[13:04] analyze numbers but the moment we see it in a pictorial format we immediately in a pictorial format we immediately understand it right?

[13:21] understand, right? So why why these uh see the moment we see pictures in front of us or graphs here we can easily identify any graphs here we can easily identify any trend any seasonal pattern uptrend

[13:34] downtrend going on there or if there is some outlier or or anomaly in the data set right or an immediate insight we can get immediately as soon as we see a picture correct now why does that happen here let's understand very small thing

[13:50] about human brain because remember that visualizing any kind of chart or report visualizing any kind of chart or report here. What is the end point here? As a business analyst or a data analyst, you want the end user or the person who is

[14:04] about to take the decision, your director or manager to con uh you want to convince them that your solution is correct. Right? That's that's the end result everyone that whatever report you have

[14:17] figured it out they should be able to understand it and convinced that this is the correct data and what that data is showing them this is the end result we want. So we have to go ahead understand the human perception also that if they

[14:30] look at a chart what they might perceive that is why we have to understand how human thinks. Okay. So now here what actually is the visualization? Let's understand here what actually is visualization. Now we

[14:45] will I'm going to talk technically. Okay, I'm going to talk technically what's a visualization. To understand it technically here is stay with me please and uh let's understand it technically. All

[14:58] right. So here this is a small report that I'm going to show you here that let's say we have created a small report here. So uh these are the sales rep ids. Okay, these are

[15:10] the sales rep ids here. So, okay. And this is the total sales they have have achieved.

[15:22] I am going to write some random numbers here. So, this is a small report everyone that we have created.

[15:37] here? Visualization. We have to visualize this data on a chart. So whenever we create a chart here let me jog your memory from the school time. Uh we always create charts on x and y axis. Everyone

[15:58] Yes I can see there are few messages here. I will answer. If there are doubts complete this topic. All right. All right. Right. So here x and y axis here we call it horizontal axis and vertical axis. Yes.

[16:18] All right. So here we go. Now here now you tell me. So we have two columns you tell me. So we have two columns right? Uh we have got salesperson ids and sales achieved. So now tell me here on the horizontal axis that is our

[16:31] x-axis here. Okay we also call it horizontal axis and this is our vertical axis. We call it that too. Now tell me here where we should keep sales rep ids. Where should we keep sales rep ids? X-axis or Yaxis.

[16:55] here. Okay. So let's go with the majority here. So majority is saying that keep sales IDs here. Right. So we will keep sales person ids here. Fine. So we are going to keep the saleserson ids here. So what are the salesperson

[17:09] ids here. So what are the salesperson ids are? A b c and a1 a2 a3. So here we go. And uh how do we type it? We will say that a1 person will come here. This is a2 person here and this here is the a3 person. And if you

[17:22] remember clearly okay remember we used to uh do this lines here. These lines are called as tick marks. are called as tick marks. These lines are called as tick marks.

[17:36] All right. Since we're keeping the salesersons here, meaning on the x-axis, we'll keep the sales achieved here. On the y-axis, we'll keep the sales achieved here. Okay? Now, uh we have numbers and the sales achieved. So, how

[17:51] remember how do we used to keep numbers? This is going to be zero line, right? And after that, remember we used to uh create tick marks here also. And these tick marks are always equal in

[18:06] uh equal in the sequence. So for example here if we say zero here this uh might here if we say zero here this uh might be five then we have got uh 10 here be five then we have got uh 10 here then we have got 15 here

[18:21] 20 25 30 and likewise right in the equal intervals right correct so this is how it will go now we have fixed x and y axis All right. Very good. So now we are

[18:38] ready. Okay. So tell me here how do we now Okay. So tell me here how do we now create a chart?

[18:52] go to A1 here and we'll go ahead and try to find where 32 lies. And once we have found that we will go ahead and keep a dot there. dot there. That's what we used to do.

[19:12] Now a2 is 45. So a uh this is a2 here and somewhere here we will have 45. Somewhere here we'll have 45. Now we have a3 here. A3 will be

[19:26] somewhere here 12. Right? So we usually go ahead and we intersect points here that this is 12. This is a3. This is 45. Somewhere here 45 will come. I'm not increasing that. You can understand it. And here

[19:38] somewhere A1 will come. Right? So this is how we used to create. So these are three data points. Right? Now everyone these are the three data points here. Now this is where the visualization starts. Now once you have these three

[19:52] starts. Now once you have these three data points here. Now it is up to you. It is completely up to you right now that how would you like to visualize this? Would you like to go ahead and create a bar chart on these data points?

[20:05] create a bar chart on these data points? Or if your data allows here for a line chart? So would you like to create a line chart here and combine these points here? Or maybe you don't want to do any of that here and you would go ahead and

[20:17] like to create few circles around here or maybe some uh circles with different different sizes and different different colors. Maybe you want to go ahead and uh create different uh colors of circle here representing A1, A2, A3 in

[20:32] different colors, right? So what we are doing here, this is visualization. How would you like to represent your data points? How would you like to represent your data points here? So visualization technically is

[20:49] to represent represent your data represent your data with the help of visual

[21:05] with uh okay represent your data with the help of visual aids. What are the visual aids here? Here visual aids are first position position then multiple different type of shapes,

[21:21] color of the shapes and size of the shape. You can also go ahead and use icons and images to actually visualize your data images to actually visualize your data immediately within the chart.

[21:38] data with the help of visual aids here like position of your data points, shape of your data points, color of your data points, size of your data points or instead of shapes here you can go ahead and use images and icons too. This is

[21:53] what technically data visualization is and this is what we are going to do in Tableau also. This is what we are going to learn. Okay. So yes the the way we connect them together and we visualize them together

[22:06] with the help of visual aids and this is how humans will go ahead and actually read and learn it. Okay. So humans are more perceptive towards uh shapes,

[22:18] more perceptive towards uh shapes, colors, size and even depth 3D even depth. Okay. So how do you think we are accustomed to depth here without even calculation we actually understand depth?

[22:31] Do you uh go upstairs and downstairs? Everyone, do you calculate how far up it is or how uh uh high up these stairs are?

[22:55] No. You simply see it and you know it. You don't have numbers inside your head. perceptive towards it. The best example that you see here is come from professor

[23:09] Hans Roslin. Okay. You can go to YouTube and you can actually see this animated plot here. Okay. In 2012 it was a huge deal. So there and it has been updated

[23:21] uh after that. So look at this chart here everyone. Okay. In this chart here here everyone. Okay. In this chart here on the uh on the x-axis we have income uh income here and here we have life expectancy of people.

[23:36] Each circle each circle or bubble that you see here represents one single country. The size of each circle represents population. Population.

[23:50] The color of each circle represents which continent they belong to. And the position of these circles is representing whether they have a higher

[24:02] representing whether they have a higher life expectancy and higher income, lower life expectancy, lower income. If they are at average here, they have higher chances of huge population, a

[24:15] good life expectancy, but they are here at middle income. And it is an animated chart here. So you will actually see it moving from here to here. You will also see few of these countries will have moved from lower to

[24:31] higher. So it's a very uh good uh example everyone. You should go ahead and see that. However, so this is uh the data visualization technically and this is what we are going to learn. So moving

[24:45] forward here there Tableau is not the only data visualization tool. I'm pretty sure you have came across other tools too. For example uh here these are the few popular ones here. Okay. Other than these also there are tons of data

[24:59] visualization softwares and now AI tools are also available. However, the most popular ones is still are Mattplot lib, Excel, Tableau, most of them are using click view also nowadays and of course the PowerBI.

[25:14] Now when we go ahead and see the top three here if we leave academics only if we look at corporate here and also lead finance then we are looking at PowerBI, Tableau and Clickview. All right. So right now we are going to

[25:29] learn Tableau here. It has a good competition from PowerBI. Click view is lot more technical. So very few people opt for this. Okay. So here we are. Now why Tableau everyone? Okay. Uh so we learn about

[25:43] visualization later. First we have to understand here that why Tableau is preferred. Now if you're thinking which one is better Tableau or PowerBI, it doesn't work like that. every organization okay they are either using

[25:56] Microsoft BI and Tableau together or they are using Tableau and click view together there's a reason for that BI tool here Microsoft BI is a Microsoft product so if any company is using Microsoft applications office

[26:11] applications like teams excel powerpoint here it is uh Microsoft provide them the free upgrade for powerbi for a certain amount of time okay so they are more aligned towards learning and it is a easy curve to learn if they are already

[26:25] using the Microsoft right so they mostly use it for the operational teams here or you can say middle management okay they use it for operational teams here or you can say middle and lower management middle and lower management they use it

[26:40] for that because it is not pretty at the end okay it is not very pretty at the end it takes a lot of technical uh handholding and DAX is too technical almost a pro programming language Now come to the tableau. Tableau is used

[26:55] for corporate purposes. Okay. So when we talk about top management here, okay, whenever you talk about top management here, everyone who is involved at the corporate office, you talk about HR there, they all will be using the

[27:08] Tableau because at the end tableau is quite sophisticated uh quite sophisticated most of the things calculations are done very very easily in Tableau as compared to PowerBI.

[27:20] So these are the two places PowerBI and Tableau mostly are utilized with each other. Okay. At different levels of management. This is the real picture. If management. This is the real picture. If I talk about corporate out there

[27:35] so there everyone is good at their own level. So we don't say that this is how it works. We have already talked about the storytelling part of the business analysis. So uh business analyst person starts with a problem statement. Okay.

[27:48] they go ahead and discuss that this is uh the data and this is a solution that I recommend to you. Now the BPMs will go ahead and listen to the solution here. They don't look at data much. That's why we need visualizations. So this person

[28:04] here should be a very good person to actually understand and communicate the context properly and discuss the solution with the data without being too technical and that Tableau will help us all. Okay.

[28:21] And now talking about Tableau here. So we this is all now this all can be done with other softwares too. Then why are we learning Tableau? So, Tableau is right now very popular because it allows us a very clean

[28:34] dashboards and it is very popular for realtime dashboarding techniques and the best part of the Tableau here is it has good connectivity uh and it you can learn it. It is simple drag and drop techniques most of the time and it

[28:48] offers a huge custom range of graphs, maps and dashboard without even stepping maps and dashboard without even stepping out of the original application. So you any from anywhere you all the visualizations are just right here and

[29:03] want. So it's a good potential for customization. So as it is user friendly and we can actually go ahead and use it very easily and compatible with other sources and application too. So uh the Salesforce company which owns Tableau

[29:18] here they provide you a bunch of uh tools together uh that work as a work as an BI environment. So what are those Tableau products they provide to us?

[29:30] So here as a data warehouse okay the first environment of data warehousing they provide you the server and the cloud. So either you can go ahead and ask them to install the in-house server or you can use their server or their

[29:43] cloud. So first they provide you here with the data warehouses here that here can use it to share and collaborate your data too. Now from here if we are saving

[29:56] our data we need a tool to clean our data set align our data set properly. So that data cleaning tool or data preparation tool here is provided uh as data prep builder. Now they also have Tableau pulse. Pulse is an AI. Uh

[30:11] okay. So now they also have Tableau Pulse here. So it's the Tableau AI. They keep on changing name with every update. So there is tableau AI also that is built in inside the server also and everywhere al in every other application

[30:24] there is a collaboration. Now after this data preparation uh so in the we can go ahead and extract the data from any server uh from their server

[30:38] from their server to Tableau prep builder and we can clean our data. Once the data is clean here, we go ahead and create visualization. Okay. And to for the visualization here, for data visualization here, now they

[30:52] provide us with the Tableau desktop version. Now talking about the Tableau desktop version here, there are two Tableau desktop versions provided to us. First Tableau desktop version provided to us is the paid one. Okay, which is

[31:06] mostly given by the organizations. So it is the licensed versions here. The organization will go ahead and give you the license to use it. It is only available for 14 days trial. It is only available for 14 days free trial. So we

[31:21] will not be using that. We will not be using that at all for learning purposes. Once you will learn it then you are go then you can go ahead and utilize your 14 days trial to explore. But right now we are not going to use it for learning

[31:36] purpose. For the first time here, we will go ahead and use the Tableau public desktop here. Since it's a public desktop, it comes with free public server. And remember that this public software here, it is free forever.

[31:50] All the updates that you see, all updates will also appear here. Okay, it updates will also appear here. Okay, it simply requires a a link and install link here. That's it. So, we will go ahead and use the free

[32:03] forever public desktop. However, since it is free forever, it only comes with Tableau public server. This will have no collaboration with Tableau Prep Builder collaboration with Tableau Prep Builder or the or uh the actual server or online

[32:17] server. Okay? Or the public server. So, it has no collaboration. We cannot import data from the server here. We cannot do that. And since it's a free per free version here, we will have a limited number of connections from where

[32:31] we can get the data. Okay? So I will show you the difference between the two. So this is a free license. So we are good with that. It is a paid license here. So it is going to have unlimited storage and import of data. Tableau

[32:45] public will have limited limited range of files that we and data connectors here that we can import the data from. Okay. Only three to five options are there. Okay. And we can save both of the files in our system. That is fine. But

[32:58] in Tableau public we can only uh work with the data which is up to 1 million rows. If the data is more than 1 million rows that we cannot use Tableau public at all. So these are the few basic differences

[33:10] here. Other than that features are 100% similar exactly same features here. Only thing that differs is direct sharing into the server and sharing with the colleagues. But whatever we are going to learn inside Tableau desktop it is going

[33:23] to be exactly same in both the cases here because they want people to do their certification. They want people to learn. So they keep all the features intact and it will always be updated. So let me show you then how to install

[33:37] Tableau. So in your installation document there is a link provided to you right? You can go ahead and click on that link or I here. You have to remember everyone you have uh you must go to Tableau public

[33:52] download. You have to be go to Tableau public download. So I'm sharing the link with you. Make sure you are downloading Tableau public only. Here is the link. Those who have not

[34:05] much everyone. You have to just give me 10 15 minutes here. Let everyone uh download and install Tabledau in their systems. Okay. systems. Okay. Here is the link everyone.

[34:19] In this link here any email will do any email. Okay. And in the role here you can write the student or or anything you want your the student or or anything you want your country here and go to download the app.

[34:33] Once you will go click on download the app here there will be a green colored highlight like this. There will be a green colored highlight like this with some thing written on that. Read it that very very carefully. Do not ignore it or

[34:48] cross it. Read that green colored popup very carefully. So let's continue. Now from here we are going to learn technical. Whenever we will start

[35:00] learning any software in the world we will first go through the interface everyone. Okay. So here also let's go ahead and learn about interface of tap ahead and learn about interface of tap to

[35:15] here. In this welcome window we have three panes. Connect pane. This is your open pane here. And this here we have discovery

[35:27] pane. The third one is called as discovery pane. What is the connect pane here? Connect pane here is showing us that what all files we can connect with Microsoft Excel, text file,

[35:43] other different types of files. But all these should be stored in our own these should be stored in our own system.

[35:57] server. Now in the server here O data means online data. If you click on more we have only two more options available here that is Google drive and web data connector. In real time if we will say all these three are online data. What

[36:15] these connectors are? These connectors are simple small software applications which will help us to bring data from one software application to tab 2 from any other software application to tap 2. So these are only three options

[36:31] available here. This is our connect pane. Since we are in the public version we have very few options here. In real version you have 70 plus connectors available. Now in between here where it says open

[36:44] and open from Tableau public, this is where you will see your recent piles. This simply shows any recent piles you have worked with. So once you have files will show up in tiles like this. Okay, those files will show up in tiles

[37:00] like this here on the right hand side here. This is called as discovery pane because that's what we call it in the

[37:14] So this is called as discovery pane everyone. Discovery pane is all about outside links to Tableau. Outside links meaning all the link to Tableau blogs, meaning all the link to Tableau blogs, Tableau public server uh Tableau uh

[37:27] today's visualization that takes you to the Tableau public server blogs and articles. This is here is the trail hat. This is uh Tableau certification links here. The sample public data set that you can use to learn Tableau and other

[37:41] watch and learn videos. So this discovery pane will go ahead and take you to the Tableau connected websites and blocks. Now in this interface here, let's go ahead and connect to a file. Now which file are we going to connect

[37:54] with? We'll go ahead and connect with a CSV file everyone. So there is a CSV CSV file everyone. So there is a CSV file called as employee CSV. materials. Can you go ahead and find that please and download it from the LMS

[38:08] portal? Go to the reference materials. You will find CSV file here called as employee dbt CSV. Now this is a CSV file. CSV is a commaepparated uh comma separated values

[38:25] file here. It's a flat text file. So go ahead and click on text file everyone. The second option text file in the left hand connect panel here. Click on the hand connect panel here. Click on the text file.

[38:41] very familiar dialog box will open up where you can go ahead navigate and find where you can go ahead navigate and find your CSV file. objective right now on day one and two. Day one and two your main objective here

[38:56] Day one and two your main objective here is to see and observe first. Okay. We will see and observe. We will first see and observe and then we will click. and observe and then we will click. Okay. Then we will go ahead and click.

[39:09] So uh first see and observe. What you should observe here. First thing you should observe here is it is directly taking you to a different folder which is called as my taboo repository data sources. Can you see that

[39:28] folder before? This my Tableau repository folder has been automatically created within your documents within the windows. In Mac OS of course you will have a different destination. So you can find that it will take create this

[39:41] folder for you and inside this folder you have data sources folder too. Okay for you it might be empty but it does create a empty folder for the Tableau public account. Now here data is open. Uh yes it looks like Excel

[39:58] pivot table very good employee data and fields right right wonderful thank you very much everyone now let's resume all right so right now

[40:11] where exactly are we so I would like you to go ahead and read left hand bottom corner for any information any software if you need information look at left hand bottom corner in the left hand bottom corner here it says currently we

[40:25] are in the data data source tab here there are data source tab sheet one tab right so currently we are at data source right now at this data source tab here right now at this data source tab here let's see there are now multiple

[40:40] multiple uh places here for example look at this here this is our connection this is connections what is uh this connections connections what is uh this connections here saves your file path it only saves

[40:53] your file path it is saving finger file path and below it is saving finger file path and below this here below this here this place files place here here it is going ahead and listing all files inside list it

[41:08] and listing all files inside list it will give you list of all files all files inside that path or so in that path there is a folder right so inside that folder all the files will be listed down here tell me here how many of you

[41:23] can see multiple CSV files listed down here. How many of you can see more than one CSV file here?

[41:35] Yes. Very good. Right. So, it means that in that particular folder in that particular folder you have more than one CSV file.

[41:48] That is why it is listing all the files here. Yes. Once you have all the files here, it is automatically selecting employee database to write here.

[42:01] Vun Davar Vun, what exactly would you like me to repeat here? Are you at the same page right now? Are you at the same page here? Right. You can clearly see it says file path. File path simply means in your system

[42:17] where the folder is inside that folder how many files are inside that folder how many files are there that particular files are listed down here. It's very simple actually every folder has multiple files. Since

[42:33] we're connecting with simple uh text files okay it will go ahead and give you files okay it will go ahead and give you list of all the text files here.

[42:46] Okay. And now since we have selected employee database here, employee database here, I am annotating I am writing on top of I am annotating I am writing on top of the screen. See?

[43:02] All right. So here we have list of all. Now here we have employee database. It is simply telling us that out of this list here, this is what we are looking list here, this is what we are looking at. So this place here, this place here

[43:15] is uh your this is called as logical layer. Okay, this is called as logical layer where we can see multiple data set that we are using here. Now below this here everyone, we have two places. We have two places

[43:32] here. You can see here we have data preview, right? This is the data preview. Here above this data preview here you can see it is uh giving us here you can see it is uh giving us shape of the data set. What is shape of

[43:47] data set? Shape of data set means how many rows and columns you have. So how many columns do we have everyone in this data set? How many columns we have?

[44:11] It says fields. Right? So columns are often called as fields. Sometimes they're also called as attributes. Okay? So columns can be attributes. Okay? So columns can be called as fields. Attributes uh here.

[44:26] attributes here. Okay. Then we have rows. Rows are often called as records. This is called as shape of data set. It will always be shown up here and towards the right and very good everyone towards the right side here it says 20 rows.

[44:42] This is actually now since we have only 20 rows it will show only 20 rows here. However, we can go ahead and choose that how many rows we want to preview here.

[44:54] So if I go ahead and say I want to view two rows here, it will show only two two rows here, it will show only two rows. rows. If you go ahead and type five and press enter it will show you only five

[45:09] rows. Go ahead and try that please. Instead of 20 delete that zero type enter. Delete that 20. Type five and type enter. It will show you the preview of the data set. Only five rows in the

[45:24] the data set. Only five rows in the preview. ahead, give this a try. Remember, we are going to be very very

[45:36] slow at first. Okay. So, everyone is able to go ahead and So, everyone is able to go ahead and work with that.

[46:06] web. Okay, it cannot go ahead without a preview. Very good. So now after the preview here everyone look at the uh look at uh the

[46:23] metadata. This is called as metadata. What is metadata? What is the information about the data set? It is information about data. What information about data here? Because we don't have 21 rows, it will

[46:39] Because we don't have 21 rows, it will simply show you as many as possible because you're writing 21 more than uh it was available.

[46:53] here we are. Okay. So, we it is showing us name here. What metadata we have here? Observe everyone. Okay, let's see and observe right now. Here we can actually move this up. Okay, we can actually move this up. You can keep your

[47:06] actually move this up. You can keep your cursor here and move it up. So when you move this up here, you will realize that in the metadata is here.

[47:19] Look at this. It is telling us this is was the physical table and this is the remote field name here. But once it imported this data into Tableau, okay, imported this data into Tableau, okay, it has changed the field name like this.

[47:34] So in the remote field in the physical CSV file, everything is written in caps. Employee ID, first name, last name, everything was written in caps with the underscore sign in between. But once it became the part of Tableau inside

[47:47] Tableau here, it has it is now reading it. So it has changed the field name without any underscore sign and everything is in a proper case automatically. Okay. So metadata here will give us all

[48:00] these list all the data set here. So now we know about our data set. Okay. So let's read our data set here. To read our data set everyone there is a collapse button here. Go ahead and click everyone. Go

[48:15] ahead and click. You will can see you can collapse and You will can see you can collapse and expand metadata window will find that there is a horizontal scroll bar is also there. So right now

[48:29] let's look at our data set. So in our data set here we have employee ID, their name, gender, role, their department experience, their location details, salary, employee rating and their manager ID. So we have lot many details

[48:43] about employee. Basically a very simple employee data set. Great. So let's go ahead and see what we can uh let's go ahead and see how does it look

[48:55] like when we want to create charts out of that because this is just giving us data source information and the preview. So let's go ahead and click on sheet one everyone. Let's click on sheet one left and bottom corner. It will be

[49:08] highlighted in the orange color uh near to orange shade whatever you want to to orange shade whatever you want to call it. first time. So go ahead to sheet one please

[49:51] Are we here? A new interface everyone. here. Okay. Why it is important to learn about interface? Because before you you

[50:04] learn to drive a car, you have to learn about what lies where in the car. Okay? So that we make the right decision at the right time. So let's go ahead and learn about the interface of this sheet one again. Sheet one here. Okay. Same as

[50:19] Excel. This is the one sheet here. Okay. In this sheet here, observe now we have multiple menu drop-downs. So these are menu drop-downs everyone. Okay. These are menus. file menu, data menu, uh worksheet menu and more. So these are

[50:35] menu drop-downs. Here below the menu dropdowns here we have here quick access toolbar. This is quick access toolbar. Why it's a quick access toolbar here? Because all these tools are present in these drop-downs but these are

[50:49] frequently used tools. These are kept here. Now below this here on the left hand side we have two panels data panel and analytics panel panel

[51:01] here. Okay. So this is you can call it data pane and another tab to click on analytics pane here. This data pane here currently shows us the file name. Okay, that this is the data we are working on and below this

[51:15] data we are working on and below this here all the columns are listed down. Correct? All the columns are listed down here. Now I want you to see and observe very clearly. Observe everyone. Do you see when you

[51:30] hover the cursor over this here it is continent country it is blue in color. Go ahead hover your cursor. It is blue in color.

[51:42] But as soon as you come down here suddenly it changes to green. here, observe there is a very faint gray colored line.

[52:00] Do you see there is a very faint gray colored line here? happening here? Observe that every column name here, continent, country,

[52:13] department, employer ID name, manager name, department name, role name, all of these here are pure categorical variables. These all are pure categorical variables.

[52:28] Okay? Meaning name of anything. name of country, name of department, name of a person, co uh employee ID, manager ID, any kind of categorical or text column is automatically grouped together. Okay. Now here in

[52:45] Tableau, these kind of categorical categorical data types or columns are called as dimensions and dimensions will always be shown as a

[52:57] blue pill. Now why we are calling it a pill? Because it looks like a capsule at when you hover your cursor over it. So dimensions here are called as blue pills

[53:09] and these dimensions are all categorical variables. So in this on the same case here when you go ahead and look at these green colored ones here, you can see icons are also green in color. This is employee

[53:22] rating, experience and salary. These all are numerical variables. So every so till employee in trading experience salary these all are number data types. So every type of numerical

[53:39] data type in Tableau is called as measures. Measures okay and this measures will always go ahead and shown as green pills.

[53:51] So it will always be highlighted in green. So when you now hover the uh cursor and you will realize that yes it does look like a capsule at the back. Okay. So these are the blue blue pills here. These are the green pills here.

[54:04] here. These are the green pills here. Dimensions and measures. Are we clear about dimensions and measures?

[54:22] All the measures below salary are have you seen them in the data set?

[54:34] it is name of something. So it is a text. These are actual number variable inside it.

[54:47] seen these four uh columns in the data source were they have you seen them source were they have you seen them there?

[55:03] data set. These are autogenerated. These are autogenerated measures. These are autogenerated measures. Why it is autogenerating the measures here? Because first uh measure that we get here is the count of the rows. This so

[55:19] this is the rows count here. Then it can see here we have continent and country. So it will automatically go ahead and generate the lats and longs for it. And at the end here it will keep all the measure values in one single group.

[55:34] Okay. So this is how it will autogenerate the measures too. Don't worry about the autogenerated measures much okay as in when we move forward we'll go ahead and learn about that too remember right now we are only going

[55:47] through the interface all right so here we are so these are dimensions and measures everyone and these are all kept within the data pane these are all kept within the data pane now where uh to create a chart here we

[56:01] have to go ahead and add these dimension and measures somewhere okay so that somewhere is going to your cards. So these are all called as

[56:13] shells everyone. So observe here right now this here are called as column and row shells. These are called as column and row shells or shell. So column

[56:25] shelf, row shell. Okay. So these are called as shell. If you go ahead and bring any of these categories dimension measures into column and row shelf pair the output get displayed in

[56:39] this area. This area is called as canvas. This area is called as canvas. This is where visualization can be viewed. Visualizations can be viewed

[56:51] or created you can say. Now in Tableau it is not like PowerBI or Excel. In Tableau in one sheet, you can only create one visualization or one report. Okay, you can create only one report and one visualization.

[57:07] you have to first add multiple sheets. Those sheets can be used to create a dashboard and sheet and dashboards can be used together to create a story board. That's how Tableau goes. So right now we have one sheet and one report and

[57:23] one visualization only because a report is only only converted into a chart. So this is the canvas. What are the other places where we can add these chart. Here other shells are this is called as pages shell. This is filters

[57:40] called as pages shell. This is filters shell and the most important and heart of entire tableau is marks. Heart of entire taboo is marks card because marks card is the one. Okay, we are going to call it marks card here

[57:54] because there are multiple cards inside it. Inside this, this is the marks card here. Everyone see this automatic dropdown. This decides the shape of your data point. This will decide that what will be the if this is the shape of the

[58:08] data point what will be the color of that shape size of that shape any text you want to write in top of it any more detail or tool tip you want to add on that particular shape so marks card will be the one who will decide everything

[58:22] about the chart and on the right hand side here we have show me show me is just a guidance system okay which will go ahead and show you which chart you would like to create most of the time you will find uh right

[58:38] now you might find it it is not actually active cannot simply click and create a chart it doesn't work like that so let's learn how does it work so let's go ahead first we'll go ahead and figure out everyone the default places of

[58:53] everything okay so everyone please go ahead and doubleclick on department because when you doubleclick remember that okay double click Click on

[59:05] remember that okay double click Click on any object will take it take it to its default position. Okay, double click will take it to its default position. So go ahead and double click on department and tell me where

[59:19] click on department and tell me where does it go. Try to explain in words does it go. Try to explain in words where does it go.

[59:39] picking up on terminologies, everyone. Very good. It goes to the rose shelf. Very good. It goes to the rose shelf. Very good. Yes. Now, when we double click here, Very good. Yes. Absolutely everyone is correct here. So when we

[59:55] double click here everyone observe that by default department went observe that by default department went to the rows. Now when department goes to the rows here how the departments are listed

[1:00:16] Okay you double click only once not multiple you double click only once not multiple times only once.

[1:00:36] department goes into the rows where the list is coming from top to bottom here list is coming from top to bottom here right now. Uh, everyone go ahead and

[1:00:55] ahead, move the department to the column and see what happens. Drag and drop. Now, what is drag and drop everyone? Drag and drop will let you choose, okay?

[1:01:07] will let you choose where you want to let you choose the Now you can go ahead and choose where you want to drop it. Okay, that's drag

[1:01:19] you want to drop it. Okay, that's drag and drop. dropped everyone? What do you see? Explain that. What happened to

[1:01:35] Explain that. What happened to department now? Now department names are written horizontally.

[1:01:54] it will be horizontal. It will be horizontally placed. If you keep anything in rows, if you keep anything in rows, it will go ahead and it will be in rows, it will go ahead and it will be placed vertically. Correct?

[1:02:18] Right. So one thing we understand it like that. Very good. Now let's go ahead. Once we understand this part here, let's go ahead and now look at the numbers. So in the numbers here, go ahead and doubleclick on salary.

[1:02:34] Everyone go ahead and double click on salary. Observe a post where does it go and where it gets added by default. So where it gets added by default. So double click on salary everyone.

[1:03:23] like vivid in Excel. Absolutely right. So, as soon as we double click here, everyone observe first. Okay. Your salary is getting added into the marks card. See here. Okay. And if we talk specifically, your salary actually got

[1:03:38] added in the text card. Okay. Do you see the match between here? Both are exact same icon here. It means that your salary gets added inside the marks card into the text. Once your salary is here, then only on the canvas we can see the

[1:03:55] then only on the canvas we can see the numbers. And just like in pivot table in Excel, observe that it is not only salary

[1:04:08] observe that it is not only salary anymore. It is aggregating the salary by anymore. It is aggregating the salary by each department. Have you seen that? It is aggregating the salary by each department. Same as pivot tables.

[1:04:33] Now we have a report here everyone. So how do we go ahead and create a chart out of it? So as we are working in the taboo for the first time, okay, we will go ahead and utilize show me. But before we do

[1:04:49] that, we will be very slow. Listen to me very carefully. When you look at show me here, remember that even show me utilizes the max car. Even show me does utilizes the max car. Even show me does that. Yes. So show me is just a guide

[1:05:03] for you. So right now just to understand how it works everyone go to show me. You will be able to see only few charts are active here. Go to show me and click on the recommended one that is a simple bar chart. But before you click on the

[1:05:18] simple bar chart make a point to observe where does these two go. Okay observe where does these two go. Okay observe here where these two are now added after you click on that. So go to show me click on your bar chart and observe

[1:05:33] click on your bar chart and observe where is your salary right now. Where is where is your salary right now. Where is some of salary right now everyone

[1:05:50] in columns and where is your department I write now

[1:06:04] that our salary went from marks to the columns and department came back to the rows. And when you look at this here when you immediately understand here that the columns is x-axis column is horizontal

[1:06:20] columns is x-axis column is horizontal x-axis and department here is placed on yaxis. It is immediately visible everyone. Yes. So now now you have to simply go ahead and decide that what where you want to keep uh which

[1:06:36] particular dimension or measure. So now we understand here that this is x-axis on the canvas and this is y-axis and you can place whatever you want and create whatever chart you want to create here. All right. So very good everyone. So to

[1:06:53] have a little bit more space and to view the entire chart properly go ahead and collapse the show me everyone it's a simple dropdown so you can collapse it expand and collapse please once the show me is collapsed you will

[1:07:08] once the show me is collapsed you will be able to see the entire chart here yes now tell me one thing here we already had a report with us remember we converted this report into a chart what What is the purpose of creating it into

[1:07:23] a chart? What is the technical purpose? The technical purpose here is that we should be able to uh we should be able to understand all the data plus more information about whatever report we have created. Correct? That's what we

[1:07:38] wanted. So look at this chart here everyone and please tell me which particular department have the highest salary. Which department is getting the highest salary?

[1:08:08] Uh, everything is possible, Savasan. Everything in good time.

[1:08:31] absolutely right. We are moving there by a step to step by step here. Okay, but yes, you're right. So, but stay with me please. I know it is very exciting. You want to click everywhere and find out how and what will happen. But trust me,

[1:08:44] everything in a step-by-step basis so that you retain the information and you understand why and when to use it. Okay. Now, if retail is the highest, can you tell me what is the total for retail? Everyone, what is the total salary of

[1:08:59] retail? If it is highest, what's the total?

[1:09:16] than 40k, right? Yes. Less than 45. Or you can hover over here and find the correct answer. You can hover over here and find the correct answer. So when you hover over it, this

[1:09:32] small box is called as tool tip. So in the tool tip, you can see 41800. the tool tip, you can see 41800. Correct. Very good.

[1:09:44] say you created this. It's a very good chart. Now tell me one thing. Can you send this chart across to your manager and tell your manager if you want to go ahead and see the number you have to hover over

[1:09:58] see the number you have to hover over each bar? So we have to go ahead and format this bar chart properly so that it looks

[1:10:11] bar chart properly so that it looks better and plus it also gives the information that we want to give right. So let's go ahead and first thing that we do in formatting is we'll add the numbers here. Okay, we will add the

[1:10:23] numbers here that belong to each bar. These numbers in Tableau we call them mark labels. Okay, we call them mark labels. Microsoft calls them data

[1:10:35] labels. You can call them whatever you want. I'm going to call them data want. I'm going to call them data labels. Makes much more sense. Okay. So, you can also mark labels or data labels. Doesn't matter where these are present.

[1:10:47] Okay. These are these are denoted in Tableau by T inside the square. So, go to the quick access toolbar everyone. Find T inside the square here and

[1:11:00] Find T inside the square here and click on it. One click. Simple click. This one click here will add the data labels.

[1:11:15] you might not be able to see some numbers here. Might not be able to see uh alternate numbers right now. Is there anyone who is not able to see few anyone who is not able to see few numbers?

[1:11:29] Few data bars are showing numbers few or not? Yes. Why? Remember not? Yes. Why? Remember in one sheet here we can have only one chart. So we are wasting that much space here.

[1:11:41] So let's give it some more space. Whenever you're not able to see numbers here, it means it doesn't have much space to show the numbers. So we will go ahead and extend this to use the entire space. How do we ask it to use entire

[1:11:54] space here? So go ahead and find a standard drop-down. Do you see a standard drop-down here? Go to the standard drop-down and ask it Go to the standard drop-down and ask it to show entire view.

[1:12:07] Go to the standard drop-down and ask it to show entire view.

[1:12:19] message there. Okay. Where you are saying that we have we can go ahead and saying that we have we can go ahead and change it here. Correct.

[1:12:32] manner it will be better I completely agree with that but I will take you step by step okay so don't worry about that thank you very much Von for your message okay so now we all can see the numbers yes very good very good uh there

[1:12:57] too many messages. So I missed uh your messages. You missed your one message there. Okay. To make an understanding of data also the information of the report. So you're absolutely correct. And we can also make it change its access and it

[1:13:11] will be good too. Thank you. All right. So here we have the numbers everyone. Very good. Okay. Now can you tell me which particular Now can you tell me which particular department has the lowest salary?

[1:13:25] Which particular department has the lowest salary? like this batch. Very good, S. When I'm now when I asked you the lowest

[1:13:40] one here, what did you do? Subconsciously, Subconsciously, each one of you went and compared, right? You didn't go directly to it. No, you

[1:13:53] you subconsciously quickly compared and then answered it, right? then answered it, right? So instead of doing this, how about we go ahead and sort it? So look at this here. Okay, before the T here there are

[1:14:07] sort options. Very good, Vun. Very good everyone. So see here there are sort options available. So we are here Santo that was my next step. So let's go ahead and click on this sort

[1:14:23] right now. So here is the ascending and here is the descending. You can choose what type of sorting you want. I'm keeping it descending here.

[1:14:37] answer is going to be in less than a second. Yes, it is there also Santos. You can do it from there too. But as a beginner and

[1:14:50] show them here only otherwise the entire good uh very keen observation there Sosh very good. Glad to have uh glad to have wonderful participants in this batch.

[1:15:06] Yes it is all observation Santos. Very good. everyone. Okay we have sorted it from here.

[1:15:23] horizontal bar chart. Right? Look at this here. After sorting, after sorting here? If you hover over this icon, it will tell you it is a swap excess icon. Okay? It will swap the excess. Go ahead and

[1:15:39] click on that and tell me what do you see. Go ahead, click on that icon and see. Go ahead, click on that icon and tell me what do you see.

[1:16:13] Right. It swept the rows and columns. Good observation here. Now we have a vertical bar at everyone. Okay. Now column is in the departments and row and column is in the departments and row and salary uh is now moved to the rows. It

[1:16:26] simply swapped the position here. And the moment it swap the position we have a different chart. Now we have a vertical bar instead of a horizontal bar. Okay. Now uh which bar chart is uh do

[1:16:41] Okay. Now uh which bar chart is uh do you think is better? A horizontal one. looks uh cleaner or a vertical one looks cleaner

[1:17:06] let me tell you let me go ahead and tell you uh how to choose it okay yes there are choices so a bar chart is used everyone when we have more than if you

[1:17:18] have more than five data points to show always go with the horizontal bar chart. Why? Because if your names are longer all right and you have too many names here more than five names here it is easy to compare uh the bars

[1:17:34] horizontally. Why? Because your bars are longer. Since bars are longer they have longer. Since bars are longer they have more space here. Okay. It is easy to compare even the slight difference. Even the slightest difference column chart is

[1:17:49] preferable if you have five or less than five options here. Why? Because it is a it will take a very small space also. Okay, you can go ahead and see the bigger changes easily. But the smaller changes are not that visually visible.

[1:18:05] You have to actually rely more on the data. You have to rely more on the data. you cannot simply visibly see these two are actually uh similar or different. So vertical chart here does not give you an

[1:18:18] vertical chart here does not give you an immediate visual comparison easily and if the names are longer it might go ahead and not write the full name here or it might give you the angular names here vertically written names here. So

[1:18:32] column chart whether it's a horizontal or vertical it is the choice about the report how your report is based on the report you go ahead and utilize the chart personally I like horizontal better if you like vertical you can keep

[1:18:45] vertical okay both charts have their own utilization choice uh everything is a visual comparison

[1:18:59] chart is complete but chart is not complete with unless you give it a name here. So let's go to the sheet one everyone. So here is the sheet one. Let's rename this here. To rename sheet one you can go ahead either double click

[1:19:12] one you can go ahead either double click on it same as Excel or same as Excel. You can right click and rename too. So let's rename this here. So what we have let's rename this here. So what we have here we have here uh department salary

[1:19:24] by department. So let's go ahead and rename the sheet everyone. We will rename the sheet here as salary by department.

[1:19:49] observe any changes on your screen on the interface?

[1:20:18] like part of the entire canvas but it is actually a separate part here. This is actually a separate part here. This is called a chart title everyone. This is called a chart title. However, you have updated the sheet name. Right?

[1:20:32] So you double click and updated the sheet name. As soon as you updated the sheet name here, your chart title automatically gets updated. Now, how is that working here? Okay. So to understand that here we have to open up

[1:20:46] move forward. Now we can all work together. Go to this chart title here and double click on the chart title everyone. Simple double click here.

[1:20:58] You can also right click on and edit title. So double click will also go ahead and get you the title here. So this is the chart title everyone.

[1:21:21] where we are heading. So we right click and edit title or double click. Okay. Okay. So when you double click here.

[1:21:36] the filter tab. Okay. Are you talking about this one? This one shelf here. Filter shelf. It's okay. I can tell you that later also. Don't worry about that. But are you here? Can you please work along with

[1:21:49] me for with the title here? Are you here at the title? you that in a few seconds. Let me complete this. Once this is completed, I will tell you how to get that. Okay. Hey. Hi Somia. Uh Swamia, simply go to

[1:22:05] the sheet one. Double click on sheet one same as Excel and name sheet one as same as Excel and name sheet one as salary by department.

[1:22:17] you will see the title automatically appears here. So we go ahead and double click on title, you will see a dialogue box will open up. And now everyone listen very carefully and observe inside this here. Do you see

[1:22:32] sheet name is written here? Inside the angular brackets, inside the angular brackets, sheet name is written here. Now what is the these angular brackets represents in Tableau? In Tableau, angular brackets simply

[1:22:46] means that it is going ahead and referring to an object. So it is a reference to an object. Now what is an object here? An object can be a sheet name, page name, file name, name of the author or

[1:23:01] anything that can exist inside this canvas. So whenever we are referring to the name of an object, it will go ahead and of an object, it will go ahead and always appear in the angular brackets.

[1:23:14] So this sheet name here is actually referring to the sheet name by default. So your chart title is automatically renamed as you name the sheet. So you don't have to do the double task. However, you do have the option to edit

[1:23:28] it and format it. Okay. So let's go ahead and first see the formatting everyone. To do the formatting here, first you're supposed to select the entire part. Of course you can go ahead and select with control A. Okay. Our

[1:23:43] universal select all option here. Control A. So you can click inside. You can press control A or drag and drop. Once it is selected, you can go ahead Once it is selected, you can go ahead and change the font style.

[1:24:00] size you want to you can bold it. You can change the color of the font if you want. You can go ahead and make it change the alignment. Whatever you want. Okay. Once you have made the changes here,

[1:24:21] please stop. Do not click anywhere else and let me know that yes, I have uh I have done with I'm done with the whatever formatted format I wanted. I click anywhere else. It stay in the editing mode, please.

[1:24:37] editing mode, please. I'll wait. I'll wait. You change these things. I'll wait.

[1:24:57] also. Thank you very much for the messages.

[1:25:14] Are your changes reflected on the canvas yet? Now observe. Right now you are in the on the in uh now currently you all are in

[1:25:31] see observation mode only. Okay. Now observe in this here in this dialog box you have three options apply, cancel, okay and reset. Okay. Now if we go ahead

[1:25:43] and we click on apply when you click on apply everyone it will give you the preview of the change. It will give you the preview of the change. If you don't

[1:25:55] like the preview, okay, you can make the changes. If you don't like the preview, you can go ahead and make whatever changes you want. You want to change the color, go ahead, change the color. You want to change the font size, go ahead

[1:26:07] and change that and click on apply again. So this apply button will give you the preview and the best part you will still inside the dialog box. So once you're happy with that, go ahead and click okay. Now go ahead and do

[1:26:24] that. Click on apply CD preview and then click Click on apply CD preview and then click on okay.

[1:27:15] A select the entire part and then do the changes then only the and then do the changes then only the changes will be made and applied.

[1:27:33] available. Yes. Yes, there is a drop down available there. Correct. drop down. You will get the same options. All right everyone. So it's a very simple part here but you should I just

[1:27:47] slow down so that we always remember what happens here. Okay. So click on the chart title everyone. Simple click simple left click on the chart title. Now when you simply click on the chart title everyone you will realize that it

[1:28:00] is a separate box. See just over the cursor. Do you see there is a separate cursor. Do you see there is a separate box and there is a drop-down.

[1:28:14] Edit, reset, hide, format. Okay. The same options that you get with the right click. So this is the one chart that we have created for today everyone right. So let's go ahead and create few more

[1:28:27] charts here and see how it works. But before we create more charts here, let's before we create more charts here, let's understand here how do we save this. Okay. So let's go ahead and understand how the Tableau is uh Tableau workbook

[1:28:40] is saved because there are multiple ways to do that. Remember that color is not getting applied. See rashmi if you want color to right here you have if you want color to right here you have to first select it with control A select

[1:28:54] the entire part then change the color if without selecting you will change the color nothing will happen. So if there is one change the color it is not going to change anything.

[1:29:08] Okay. So control A go ahead change the color. Go ahead and change the color. Okay. And then click on apply and okay.

[1:29:35] and see how to save this workbook here. To save the workbook here, we have two options. All right. So since we have Tableau here, Tableau public here, there are two options here. First option is save in

[1:29:49] our own workbook. Okay, save in our own workbook. So how do we save in the workbook? Uh sorry, uh save the workbook in our own system. Okay, so how do we in our own system. Okay, so how do we save in our own system here?

[1:30:07] to the file tab everyone. Left and upper corner here. File tab.

[1:30:22] are clicking on file tab. And here we have the option of save as. This is where you're going to see two more options. Save to Tableau public and options. Save to Tableau public and export packaged workbook. Okay. So right

[1:30:35] now let's simply click on save as everyone and understand what is happening there. Again we will stop and observe. Okay. Once you start once you're here in the save as dialogue box everyone I want you to save and observe

[1:30:50] here. First thing that you should observe here it is taking you to the observe here it is taking you to the workbooks uh uh folder here. Right? Why? Because this my tab repository has multiple folders here. However, you can

[1:31:03] choose wherever you want to keep this here. So, choose the folder where you would like to uh save it and first name your file. I'm simply going to name this your file. I'm simply going to name this here as day one.

[1:31:15] And we have learned about CSV and today's date. You can go ahead and give any name or any nomenclature that you follow. So, this is day one CSV. Now I

[1:31:28] want you to observe here in the save as type. In the save as type here there are two options. Do you see the two options here?

[1:31:49] Now these two options here are first option here is dot TWWB. The second option is TWWBX. These are the two options here. All right. What are these two options about?

[1:32:04] TWWB here is called as Tableau workbook. You can already read it there. Tableau workbook simply means that that it will go ahead and save the file path with go ahead and save the file path with whatever charts that we have created.

[1:32:18] Okay, it is uh going to simply save the file path and your charts. Meaning if you uh wherever your employee database file currently is in a certain folder, file currently is in a certain folder, right? If you will move your uh file CSV

[1:32:33] file from one folder to the next folder and then you come back to the Tableau workbook and open it again, it will throw you an error saying that it cannot find that file. Since it cannot find that file, it cannot show you the tasks.

[1:32:47] So that is Tableau workbook. So if you're sure your file path is not going to change, you save as TWWB. Often that is not possible, right? I'm sure you all are going to go ahead and change that CSV files path. Most of you are going to

[1:33:01] do that. In that case here, we will always go ahead and save our workbook in TWWBX. TWWBX means Tableau packaged workbook. Yes, it is the same option we had export as a packaged workbook. Right? So this

[1:33:18] is called a taboo packaged workbook. It means that it not only saves your file path, it also goes ahead and creates a small copy of your data. It creates a small copy of your data and your charts. So what happens here is even if you

[1:33:34] change your file path of the uh particular CSV or any source file it will still have that small copy of the data entire data and the charts created

[1:33:46] So when you double click and open it okay it will still go ahead and show you the entire chart. Once you will go to update your or refresh your data or show you the error that I cannot find the file path. So let's go ahead and

[1:34:02] locate the file again. All right. So always go ahead and save uh with Tableau always go ahead and save uh with Tableau package workbook. The small copy of data package workbook. The small copy of data in Tableau is called as extract. Okay.

[1:34:15] The small copy of data it is termed as extract in Tableau. So we are going to always save our workbook as DWPX.

[1:34:27] Now where does this copy? Yes, correct Santosh. Absolutely right. Now, uh yes, very good question there, Pervand. Where does cop where does this copy of data does cop where does this copy of data get saved? Inside your workbook itself.

[1:34:40] Okay. So, when you go ahead and open data in Excel and then you create charts in Excel. Okay. So, where is your data saved? In Excel itself, yes or no? When you are working in Excel, you create charts in Excel. Where is your

[1:34:55] original data source is present? Within the same workbook, everyone? Yes or no? Stay with me. I will tell you why there where this small copy goes.

[1:35:15] workbook, your charts are also in the Excel workbook. It is one together packaged file. In the similar manner, when Tableau reads your data, it will save that file within the workbook itself.

[1:35:29] So your data and your charts are saved in one single workbook. So remember that data source window right within that data source window it will go ahead and physically save a small copy of your data and that small copy of your data

[1:35:44] will be used within this entire workbook. So that is why always save workbook. So that is why always save your workbook as TWWBX. And why do we need here uh need this here? In case we will go ahead and

[1:35:59] change our file path. If file path is changed, you will never be able to recover your file unless you find the file and uh uh keep it exactly where uh when you have validated that. So this is the safest way here. Always

[1:36:14] So this is the safest way here. Always save your workbook in TWWBX everyone. So please go ahead and say uh select TWWBX extension and click on save. Pervinder, are we clear? The condition is in case we lose our data or we uh

[1:36:32] lose the file path of our original source data, we still have we should source data, we still have we should still have access to our charts and reports. All right. Okay. So, click on save

[1:36:45] All right. Okay. So, click on save everyone. TWWBX uh in Tableau public 1 million rows in Tableau Professional no limit

[1:37:07] rows. Have we saved our workbook everyone?

[1:37:26] there. Okay. But you do have the option to choose type right the widget type somewhere that what is should be the extension of the file

[1:37:46] you might if it you don't have you don't see save as button you see save button see save as button you see save button save and save as button both are fine

[1:38:03] It's there. Okay. Ah, hi Santosh. No, there is no MB size limit. No limit to it in Tableau public also. There is no limit to size. Even if we add more charts.

[1:38:27] button is there. Check that please. Save and save to buttons. Save and save to Tableau public.

[1:38:44] files here. So let me help few learners here and we will get back on track here and we will get back on track everyone.

[1:38:56] There are two options save uh normally and save to tableau public is separate. and save to tableau public is separate. Okay. the extension on TWWBX. Very good. Thank you very much everyone. Thank you Sasan

[1:39:11] for helping us out. Okay here we go everyone. So right now what do we have here? Uh let's go now how do we go ahead and open a new workbook. So right now we connected with CSV everyone. Right now let's go ahead

[1:39:24] and connect with an Excel workbook and see how does it differ. Okay. How does it look different when we connect to an Excel and when we connect to a text file here. So let's go ahead and close this workbook here. How do we close the

[1:39:39] workbook here. How do we close the workbook? So we go to file everyone workbook? So we go to file everyone and close. When you close with file and close this workbook will be closed but your taboo application will be open uh

[1:39:52] will remain open. So this is the ideal way. If you're continuing work in another taboo file you can always go to file dropdown and click on close. file dropdown and click on close. Everyone go ahead click on close.

[1:40:19] when you click on close. Where does it take you?

[1:40:34] in front of you? What interface you're looking at? Now the welcome screen. Do you have that tile here which is showing you the

[1:40:48] tile here which is showing you the recent file? Very good. Very good everyone.

[1:41:01] materials, do you see there is a sample supertore available for you?

[1:41:13] Okay. Can you please download and save uh with within yourself there?

[1:41:30] connect with the data and save the data. Tomorrow we'll start analyzing that data everyone. Okay. So let's go ahead now this sample super store everyone. Okay. This data set here let me show you

[1:41:50] It has three sheets. Okay. It is called a sample super 2. It has got three sheets inside one single Excel workbook. Okay. So we are going to import this here and see how does it look like. So before we move forward please confirm.

[1:42:06] Do you have the file everyone? Those who have already responded thank you. Those who have not given any response yet please let me know.

[1:42:20] somewhere uh where you can access it. Okay. Where you know where it is saved

[1:42:38] Microsoft Excel here. It will take us to the similar All right. Go ahead navigate and find your data.

[1:43:00] Once you have found your data, click on open everyone. see now? What do we see here? If you can explain in words, it's a blank sheet

[1:43:14] explain in words, it's a blank sheet everyone. Right? Now, it is not going everyone. Right? Now, it is not going ahead and uh selecting right away. So here it is saving the file path and here we have we have multiple objects from

[1:43:26] we have we have multiple objects from the Excel one single workbook. Let's go ahead and let's work on one single Excel file first. So go ahead and double click on orders everyone. You can also drag and drop. It says drag

[1:43:41] tables here to create a data model. So right now we work on one single pile first. So go ahead and double click on it. You can also choose to drag and it. You can also choose to drag and drop. Both will do the same thing

[1:43:57] double click. Now what is the shape of data? Can you Now what is the shape of data? Can you tell me shape of data?

[1:44:28] right? Uh but how many uh pre how many rows are reviewed previewed right now? rows are reviewed previewed right now? How many rows are previewed right now?

[1:44:48] have here? So we can see here we have got 21 columns here. So you can see we have row ids, order ids, order date, ship date and a lot more. Since once we have a huge data here when I and when I will see you tomorrow, we'll go ahead

[1:45:04] and firstly preview each and every column whether we have proper correct date uh correct number formats or not. Okay, for now let's go ahead and save our workbook everyone. Okay, how to save the workbook here? To save the workbook

[1:45:20] here, since we have the data, we're not creating any charts. We simply want to save whichever data we have chosen. Let's try to save this workbook here

[1:45:32] without creating any charts. Okay. So, go to the file dropdown and now you will see we cannot upload that to Tableau public. We only have option to save and save as. Since we are going to save this for the first time, just simply click on

[1:45:47] for the first time, just simply click on save as everyone as we did before. So go to file, click on save as everyone, everyone, select it twx here and I'm going to call

[1:45:59] select it twx here and I'm going to call this as day 1.1 this as day 1.1 Excel.

[1:46:17] save and save. Now what we have learned yesterday. So yesterday we went ahead and we have interface of Tableau we have learned about welcome screen,

[1:46:32] data screen and then sheet. So we have learned about three interfaces here and we have also learned how to create a normal chart. So right now please go to your uh desktops everyone and double

[1:46:46] your uh desktops everyone and double click and open Tableau application. When you open Tableau application, are you able to see two tiles on your screens?

[1:47:08] ready. Thank you very much for quick uh confirmation everyone. I hope others will be ready soon. As soon as you are ready, let me know. already had a quick recap right now. Okay, we have learned about uh different

[1:47:24] terminologies that are used here. The most important terminologies were the uh most important terminologies were the uh first one was we have multiple panes here and then we have column and row shells. So these are called as shelf

[1:47:38] column and row shell. Then we have canvas at the center. And how what do we add in row shelf and column shelf and marks card? We add dimensions and measures. Dimensions and measures.

[1:47:55] These are were few prominent ter terminologies that has been utilized. Now what's uh what we are going to learn today? So today we'll go ahead of course

[1:48:09] this is where we are going to start. So you remember yesterday we went ahead and we have extracted the Excel workbook here right and we were still in the data view data source view. So right today we will go ahead and explore data source

[1:48:24] view a little bit more. In data source view we'll go ahead and learn about types of data variables types of data variables and how to check them whether they are correct or not. So we are talking about data types. If you

[1:48:38] don't understand variable here, we're talking about data types that how many data types taboo can handle. After learning about data types within data source view, we will go ahead to sheets. And today we will uh learn about

[1:48:54] And today we will uh learn about basic charts and dashboard. When we say basic chart techniques, we we will go ahead and look for basic charts only. What are the basic charts? We went ahead.

[1:49:09] What are the basic charts here? Basic charts were yesterday we have created bar and column chart. We understood how bar and column charts work. Today we will go ahead and continue from there and we are going to learn about line

[1:49:22] While learning about different type of variables and types, we will go ahead and learn about line charts, maps and pie chart. These are the few very commonly common commonly used charts

[1:49:37] that are there and while learning about this we'll go ahead and keep exploring multiple aspect of chart elements and how to edit and format the chart. Okay. So this is the agenda for today. If everything went if everything will go

[1:49:52] well we will be able to go ahead and complete all the uh charts sheets and dashboards. If not we will simply resume the agenda for tomorrow. Okay. So this is the agenda for today everyone and we are going to continue here with our file

[1:50:07] that we have created yesterday that is day 1.1 Excel. If uh everyone do you have this particular workbook with you you can you go ahead and click on that?

[1:50:21] can you go ahead and click on that? Hi Sha. Uh see uh since this is the day two I will not be able to help you with the application at all. You can go ahead the application at all. You can go ahead and uh check the self-paced uh

[1:50:33] self-paced videos. Okay. Plus there is self-paced videos have the lesson number two. Okay. Where you can go ahead and see the uh in download can go ahead and see the uh in download and install and plus there is a document

[1:50:48] in session materials. Okay. So you can also go to session materials. In session materials also you will find a document which will help you to download and document which will can help you to

[1:51:02] download and install. Okay. And remember that we uh you are supposed to be using that we uh you are supposed to be using Tableau free account Tableau public application. I will uh because I will be going ahead

[1:51:16] and taking uh I cannot repeat the entire installation for you. Okay. Not possible. We already spent one hour yesterday on that. All right. Thank you very much Sharpet. I would suggest that even if you have

[1:51:30] ever used Tableau before also please go to the 3 hours recording and then uh come for the live class. It will be beneficial for you. Okay. Great. Thank you very much. So here we are everyone. Let's go to day

[1:51:45] So here we are everyone. Let's go to day 1.1. Click on that. Just click on that tile everyone. When you click on the tile here, it will take you to sheet one. Once you are at sheet one, please

[1:51:59] confirm that yes, you're ready and you are at sheet one.

[1:52:13] Okay. Everything was already shared in session materials. And this is the same data that we simply uploaded here in sample supertore remember and at the end sample supertore remember and at the end we saved it also.

[1:52:34] are looking at is the blank file here entire blank statement you have to go ahead and double click. You have to go ahead and double click.

[1:52:46] Simply double click on orders. We are first going to learn how to work with one single file. Later on we will learn how to go ahead and work with multiple how to go ahead and work with multiple files. So go to orders and double click.

[1:53:16] here we are going to start. Now let me remind you what we were going to actually study and start with the topics here.

[1:53:32] data types that Tableau can handle and Tableau can read. So first is the data type. Everyone we already know about everything else. So remember we can collapse and get the metadata. So please go ahead and collapse here. Let's

[1:53:45] go ahead and collapse here. Let's collapse and expand. Collapse here. Collapse the metadata because we have 21 columns here. This is the 21 columns here. Remember that we can always go ahead and increase the height. So do you

[1:54:01] see this line here? Right? If you hover the cursor over this line here, it converts into a double-headed arrow. Now you can go ahead pick up with the left click and drag. When you drag, you can increase the height. Okay.

[1:54:20] Great. Now first we'll let's go ahead and understand the data set. Everyone what this data is about. See very carefully. Right? Now in this data first carefully. Right? Now in this data first we have row ID, order id, order date,

[1:54:33] ship date, shipping mode. All this is order details. order details. Okay, all these are order details. If we Okay, all these are order details. If we move towards the right side here, if we

[1:54:46] move towards the right side here, then here we have customer ID, customer name, here we have customer ID, customer name, segment, we have customer details here. The move the more we move towards right here. Now we have got location details

[1:54:59] that from which location customer has ordered placed the orders. After location details here now here we get the product details. Product ID which category does it belong to? Which subcategory does it belong to? Which

[1:55:13] what is the name of the product here after all these categorical details here at the end. Now here we have all the factor data. What is the factor data? the numerical data here that will uh give the calculations for us and

[1:55:28] information for us. This is called as fact information factors. So this is sales quantity discount in each order and the profit that we had in each order here. So this this kind of data is called as transactional data set. This

[1:55:43] kind of data is called as transactional data set because each transaction is shared. It is not an annual consolidated data nothing. If you look at carefully at the order date, you will find that uh we

[1:55:58] have an exact date. We have multiple different dates here and we have transactions for each and every date. Now here what is the main important point to see right now?

[1:56:14] Observe the order ID everyone. Observe the order ID here and tell me is order the order ID here and tell me is order ID unique. Is order ID unique or ID unique. Is order ID unique or repeated?

[1:56:31] Observe and let me know is it unique or repeated.

[1:56:43] Von those are numbers. Those were numbers. Fact data factors They provide dimension depth to analysis. Numbers are the actual numbers which will give us the analysis calculations and more

[1:57:03] repeated. Absolutely right. So we expect it to be unique but it is repeated. If you see it carefully you will find that it is repeated. Yes sir, you're that it is repeated. Yes sir, you're right. Let me uh get them also there. So

[1:57:16] ID is repeated? We expect it to be unique but currently it is repeating here. Let's understand why. So if you look at this here, it is 1 1 2 3 26. If you look at the order date, it is same. All the shipping dates are same. The

[1:57:31] standard class is same. Customer detail is also same. As in when we will move towards right, observe that same person has ordered, same address. Okay, same address, same location. But as soon as we reach to product everyone,

[1:57:47] we realize that actually in that one single order, this person has uh placed single order, this person has uh placed the order for three different products. the order for three different products. Three different products.

[1:58:05] repeated for multiple times. Why? Because in that one order there are multiple product. We do that too. We also place the online order. Correct? also place the online order. Correct? And uh we also have multiple

[1:58:18] product in one single basket. This is why order ID is getting repeated here. why order ID is getting repeated here. And we are not we will not go ahead and delete the duplicates. not required because we already have the primary key

[1:58:31] because we already have the primary key that is row ID here. Now let's go ahead and check the data type. To check the data type here everyone observe first we will see and observe. Look at this. Do you

[1:58:47] see blue colored icon here? Do you see this blue colored icon here? Do you see this blue colored icon here? ABC pound sign calendar icon.

[1:59:02] Product ID is different per order. It is not unique. It is just different. In under one order there are multiple products and products will be repeated too because one one product can be ordered by multiple people.

[1:59:21] everyone? These small icons are called as data type. So go ahead and click on as data type. So go ahead and click on the small icon here at ABC order ID. When you click on ABC order ID here, you'll realize that Tableau can handle

[1:59:34] decimal numbers, whole numbers, date and time, only date. In Tableau, we call text or character as a string. Text character or a string. Then a

[1:59:46] special means special is there. Boolean is there. Default is the general format from Excel. In Tableau we have indepth geographical roles. What is me? Uh Tableau is known for its geographical analytical

[2:00:01] capabilities. In geographical role here it can go ahead and pinpoint the location only with the airport code, area code, city with the airport code, area code, city code, county code or a simple zip code

[2:00:14] or postal code too. Sometimes just with a street name also if you have a proper street name it can go ahead and find that too and if uh any of these codes are not here but you have a column which can

[2:00:28] create the geographical role from there too. So it is quite intensive here. We can also go ahead and import images from a website if we have the URLs listed inside a column.

[2:00:43] So these are the different data types Tableau can handle. So as you can see here this is text. So it is written ABC. Okay. Row ID is a number. So pound sign is there. If you look here this is a calendar. This is a calendar because

[2:00:57] this is date proper date type here. And when you move towards right here you will realize this is country. Do you see a globe sign here? Country, city, state and postal code. It is automatically recognizing and giving a proper

[2:01:11] recognizing and giving a proper geographical sign here There are no different signs here. If it's a decimal number also, it will be a pound sign. A numerical value will also be a pound sign. Okay? No changes there.

[2:01:26] So these are the different data types here. Now we understand our data. Remember that this is the first this is called as preliminary analysis that what is happening in my data? what the data is all about. No matter what you're

[2:01:39] doing in which domain you are first you always read data like this that what is happening in your data set then only we go ahead and start analyzing it. So once this is done let's go to sheet one everyone

[2:01:55] everyone let's click on sheet one source this is sheet one. Okay.

[2:02:12] Are we all able to find sheet one? Are we at sheet one?

[2:02:34] All right. So now from here we start the proper uh highlighting in orange so that your attention goes there so you know that is attention goes there so you know that is the next step to go as a user.

[2:02:49] few things here from here the technical hands-on practice starts. So remember that once we will be doing lot of things for the first time. So when I ask you to follow along, you will follow along with me. When I ask you to see and observe,

[2:03:04] see and observe with me. So this is how it is going to go. Whenever we are going to do something new, I'm going to ask you to see and observe. At that time, you were you will not follow along. No matter how good you are at it, please

[2:03:18] just see and observe. Once see and observe is done, I will undo every observe is done, I will undo every changes and then I will direct you step by step again. And at that point of time you will follow along with me. So let's

[2:03:31] say if you were not able to follow along even then then you can ask me to repeat at a certain step that okay I I was not able to do from that step there. So then you go ahead and then you follow it along and ask me again I will repeat it

[2:03:45] for you. So I will make sure minimum two or three times each step is repeated or any kind of topic is repeated. Are we clear? When I ask you to see and observe, we will see and observe. Are we good with the expectations here?

[2:04:13] confirmations here. I'm not seeing quite yes here. I have less than 10 yes and emojis here. But I do hope you uh will follow along with the setting. The setting makes sure that we are able to cover most of the topics and you also

[2:04:28] have a good experience and at the end of the three hours you will be have the confidence to use the application. Okay, only if you follow along with the and remember we are going to still see basic settings and basic formatting of

[2:04:43] the chart today. Okay, only basic formatting of the chart here. So formatting of the chart here. So remember that everything can be customization right away. We will learn step by step.

[2:04:58] All right. Step number one. We have a sheet one here. Yes. Yesterday we have sheet one here. Yes. Yesterday we have already created a column chart. Yes. So today let's go ahead and first create a pie chart. So to create a pie

[2:05:13] chart here everyone go ahead first and doubleclick on category. This is doubleclick on category. This is category here. Let's go ahead and double click on category everyone.

[2:05:36] it goes to category rows. We can see category here. Now in front of category, let's look at Now in front of category, let's look at how much sales we have done.

[2:05:59] Find sales. Now see, we have to scroll down here. Why we have to scroll down? Because there are 21 columns and those 21 columns cannot be listed in this smaller space. So you have to scroll down here. Scroll down. Find sales and

[2:06:15] double click on sales. Everyone double click on sales here. very much aware that it goes into the marks card specifically into the text

[2:06:29] card here. And since we are here, it also goes ahead and sum the sales up in also goes ahead and sum the sales up in front of each category.

[2:06:43] have such a small report here we can create a pie chart out of it. We can create a pie chart out of it. But what why when we create a pie chart when it has to be when it should be created. Pie chart should always be

[2:06:58] created only if we want to show the percentage distribution. Everyone only if we want to show the percentage distribution. Because pie chart essentially is a circle and inside that circle it simply

[2:07:14] shows us part of that circle or distribution within that 100%. That is why we will always go ahead and show percentage distribution only. We

[2:07:26] never show amounts in a pie chart because it has to be part of the whole process or part of the entire number. So let's go ahead and see how much percentage of total sales is there.

[2:07:41] To calculate percentage follow along with me it's very easy. We have sum of with me it's very easy. We have sum of sales in the marks card.

[2:07:59] Uh Sasan if uh everyone has a scroll bar. This is a horizontal scroll bar. Uh you have to hover the cursor over here. Okay, pick this up, drag and drop. Okay, everyone has this available. You can also scroll up and scroll down.

[2:08:19] and click for search here and select sales. Oh, you're working on Mac OS. Is that it? Are you working on Mac?

[2:08:31] Are you working on Mac? Now search for it then search for it. You have to type S there. You type S there and you will get sales. You have to double click on sales and then cross it off.

[2:08:44] Those who are working in Mac, you have to figure out a way to navigate there. Okay, it is not easy or smooth out there.

[2:08:58] differences in Tableau interface. If we go to Mac OS versus Windows, very few glitches you will find. Not many. Okay, it will work smoothly. Same as here. All right. So, steam double clicked on sales here. Now, are we on

[2:09:14] clicked on sales here. Now, are we on the same page? Thank you very much, Vun. percentage. Everyone, to calculate percentage, follow along with me. Go to sum of sales there. Right click on sum of sales.

[2:09:29] Quick table calculation and percent of total. Does this remind you of anything?

[2:09:52] Harsha. Double click on category. Double click on sales. You'll get the table.

[2:10:13] Excel pivot tables also. This is how we get the percent of total, right? We right click and we get percent of total. Same as here. Very easy. So we right click, we go to quick table calculation everyone and we click on percent of

[2:10:26] total. Now we have percent of total here. Let's go ahead and create a pie chart. To create the pie chart here we will go here to show me. Go to show me everyone and click on the pie chart.

[2:10:46] to double click on sales. You have to double click on sales also You have to double click on sales also here. to

[2:11:00] again. Do it again. Everyone else go to show me and click on the pie chart. Go ahead and do that. When you clicked on the pie chart, is this what you were expecting? Hashida,

[2:11:15] the session. Let me complete this topic, then I will come back to you.

[2:11:36] idea what do you mean by data navigation. Okay,

[2:11:48] it. It is on the right hand and upper corner and every taboo has one right hand and upper corner. You have to maximize your upper corner. You have to maximize your screen for that.

[2:12:13] will show again how the percentages are added. Right click, quick table added. Right click, quick table calculation, percent of total.

[2:12:34] please tell me, is this what you were expecting out of Tableau

[2:12:51] Uh, does this pie chart gives you any information right now? Can you look at this chart and tell me which category has the highest sales?

[2:13:13] any information here. This was not expected out of Tableau. So let's go expected out of Tableau. So let's go ahead and see. Let's go ahead and see how to format it properly here. So everyone go ahead and

[2:13:26] collapse the show me here. Go ahead and collapse the show me here. Collapse it collapse the show me here. Collapse it please. The moment you collapse it here please. The moment you collapse it here immediately you will look at furniture.

[2:13:38] Do you see this card here everyone? Do you see this card here at the right hand corner? where it is showing us the category has where it is showing us the category has some red color

[2:13:54] uh each category has a certain color this is called as legend here hersa please wait just look what I'm doing here I will give you separate instructions in 5 minutes just pay attention what is happening right now

[2:14:13] no collapse option. Just click on show me again. It will go away. will give you the instruction of pie charts again. Just please wait. Observe

[2:14:27] what is happening in the session. Okay. So here we are. This is called as legend card everyone. This is called as legend card. Legend card always goes ahead and give us information about whatever is happening here. Currently

[2:14:41] this is the legend color card. Okay, it is the color legend right now. Now let's look at our pie chart. Okay, let's focus on the pie chart here. This is what we were expecting. So let's go ahead and make it better. So everyone go

[2:14:56] to the standard drop-down here and click on entire view.

[2:15:08] Click on entire view. Looking better than before.

[2:15:20] Now what is remaining here? What can add more information into it?

[2:15:32] Percentage. So switch on the data labels here. good. Everyone glad to see the answers. Go ahead and switch on the data labels.

[2:15:53] here and now tell me which particular category have the lowest sales here.

[2:16:12] Very good. So this is the pie chart everyone. Okay, a simple very basic pie chart right now. So let's go ahead and what this pie chart is telling us about this pie chart is telling us about sales by category.

[2:16:31] uh go ahead and change the standard drop down to entire view. Then go ahead and switch on this T. That's it. That's what we have done. we have done. Nothing else. Okay. Right. Now we will

[2:16:44] move forward. We can do that Pervinder but we will we move forward we learn about the customization. customization. Okay.

[2:16:59] Go to sheet one here. Double click on sheet one. Double click on sheet one and name it properly. This is right now category. This is here sales by category. So here I'm going to write sales by category. Go

[2:17:14] I'm going to write sales by category. Go ahead and name it as sales by category. click exactly on top of the sheet name. You can also right click and add the

[2:17:26] sheet name. Okay. Right click and rename.

[2:17:42] everyone. How do you save the changes here? Control S doesn't work in Tableau. If you want to save the changes, you have to go to file and click on save. All right. Control S will take you to server. So, go to file and click on

[2:17:55] save. Save your changes. Now let me uh uh now here I will give you a task. Meanwhile I will help her hasha. All right. So I'm will help her hasha. All right. So I'm going to write the task.

[2:18:12] Remember yesterday we went to the sheet name and we doubleclicked on top of the sheet name. So let's go ahead and see how to format. All right. So here let's go ahead and create a bar chart. Everyone now follow

[2:18:27] along with me here. Those who are have already created it wait and see once I start formatting you start creating. Okay. Yes. Very good wing. Okay. We are moving forward everyone. Right now step number

[2:18:41] one what we need? We need subcategory first. So we will go ahead and doubleclick on subcategory. Go ahead and double click on subcategory. Those who are working along with me, you work along with me. others just look at the

[2:18:56] along with me. others just look at the screen. Okay. We will go ahead and double click on subcategory. it is in the rows. Fine. Now what we want to create? We want to go ahead and

[2:19:11] create a bar chart. This time we will not take the help of show me at all. We'll create our bar chart on our own because Show me ultimately uses the same marks card and column and row shelf. So everyone go ahead and pick up sales.

[2:19:26] Drag and drop sales into the columns. Let's do that. Go to sales. Drag and drop sales into the columns. The moment you will do that immediately the bar chart will be in front of you

[2:19:41] the bar chart will be in front of you because that's what show me does. Yes, everyone I can see that. Good. Good. But you still have to format a Good. But you still have to format a lot. Okay. So follow along good. But I

[2:19:54] am happy to see the answers. You were all able to figure it out on day two. The moment we drag and drop here, we have sum of sales and immediately we have a bar chart. Now what we have to do in a bar chart? What is the step number

[2:20:09] in a bar chart? What is the step number one? We always go ahead and sort it always. So first thing we do here is we go to the quick access toolbar. This is quick access toolbar everyone. Okay, in the quick access tool where we go ahead

[2:20:24] and we format and we sort it. Here we go. I'm going to sort in descending order. Okay, so let's sort it out. Once we sort it out here, we will go ahead and switch on the labels. We

[2:20:39] always switch on the labels. Labels here basic formatting for few of the learners. If your screen is a smaller okay then few numbers will is a smaller okay then few numbers will not be visible here. So we will go ahead

[2:20:54] and go to starter drop-down and click on entire view. Click on entire view everyone. Now this Click on entire view everyone. Now this is a properly formatted bar chart

[2:21:07] is a properly formatted bar chart where you have sorted it properly, added the data label and viewed it in the entire view. This is the very basic formatting we will do. Are we good? Do we have a chart

[2:21:20] Are we good? Do we have a chart everyone?

[2:21:45] I'm glad to see now uh I can see most of you have changed the color and color, we have to follow the same color theme the end we want to create a dashboard. Okay? So don't change the color for each

[2:22:00] and every chart. At the end we have to set the theme and uh so let's go ahead and rename the sheet two. Uh the sheet two is telling us about sales by subcategory. So go to sheet two. How do we change the name? We

[2:22:16] can simply double click on sheet two exactly on top of the name of sheet two. If you're not able to double click hover the cursor over the name, right click and rename. We're going to name this as sales by subcategory

[2:22:43] once you have named the sheet. Let me know.

[2:23:24] new sheet. How do we have add a new sheet here? To add a new sheet here, we can click on this plus sign here. The first plus sign here or in the quick access toolbar, this is the drop-down here. We can go to the drop-down and

[2:23:37] click on new worksheet right here. Add one more sheet, everyone. You can also use the keyboard shortcut CtrlM.

[2:23:51] And here we are at a new sheet. Now in this third sheet here, see so far we have learned that we can have sum of sales. We can go ahead and calculate percentage on it in front of a text. Name of category, name of subcategory.

[2:24:07] It is categorical variables, name of something. Right? Now let's go ahead and something. Right? Now let's go ahead and see how does date behave in Tableau or any other BI tool how date behaves here because date is the third primary data

[2:24:21] type for date here go ahead and pick up order date okay and double click on it go ahead and double click on order date ahead and double click on order date everyone

[2:24:42] what do you see first? Where does it get added? And does it write order date added? And does it write order date there?

[2:25:05] It is added in column. Is it writing order date for you? order date for you? Then what is it is writing

[2:25:17] Tableau. Tableau documentation wet. I can share the link at the end of the can share the link at the end of the session. Okay. Uh but uh Tableau doesn't have that many shortcuts actually.

[2:25:30] very few but yes I will share that with you when we double click on order date here okay we have year order date it is giving and it is not only writing year order date here observe that

[2:25:43] there's a plus sign there's a plus sign here everyone in front of our ear go ahead and click on that plus sign that plus sign that plus sign is the sign for expansion

[2:25:58] what do you see when you click on Okay. Plus sign.

[2:26:26] you will see in the uh canvas only year is there but the moment you click on plus here what do we see quarter. So what is happening here is it has automatically. And again one more observation here year

[2:26:42] and quarter when you click plus on quarter here both are separate dimensions. Do you see that? Why? Because Tableau understand that date is a natural hierarchy. So it automatically extracts year separately, quarter

[2:26:57] separately. Keep clicking on plus sign here. Keep clicking on plus sign here until you don't find the plus sign anymore. So you'll realize that Tableau understand here that date is a natural hierarchy.

[2:27:13] What is a natural hierarchy everyone? Natural hierarchy simply means that first have year. Inside year we have quarter. Each quarter has month. Each month has weeks, week have days, days have hour, minute and seconds. This

[2:27:28] natural hierarchy is recognized by all the tools and applications whether it is Excel, Google Sheets or any other spreadsheet or you go to any other DI tool like Tableau and PowerBI. Okay, we will see

[2:27:43] that. So right now it understands the entire hierarchy for us and it will go ahead and give you the prominent hierarchy right away here with year quarter month and day. All right. The most important

[2:27:58] part here is when you are looking at year, quarter, month and day. Right now all these are separate dimensions. Why I'm stressing on that that they are separate dimensions everyone? If they are separate dimensions or

[2:28:13] separate columns or fields. Okay, if there are separate columns or fields there are separate columns or fields here, you can go ahead and use them separately. You don't have to use all the four immediately here.

[2:28:26] So let's go ahead and for example we don't want we only want to use year and don't want we only want to use year and month okay we don't want to use day and month okay we don't want to use day and quarter so how do we do that so let's

[2:28:39] explore okay now when I tell you where to click only click there to understand how it works okay so the plus sign has expanded all okay so the plus sign has expanded all the uh all the blue pills here now go

[2:28:54] Okay, go ahead and click on this minus sign in front of month. When you click minus sign in front of month here, it only collapses the day.

[2:29:09] Meaning if you keep click on minus like this one by one, it will collapse. So how do we collapse? If we don't want anything only we only want here, then how do we collapse everything together? To collapse everything together, we can

[2:29:23] To collapse everything together, we can simply directly click minus on here. What happened? Is it collapsing only quarter or quarter and month? Both

[2:29:48] Now, how do we go ahead? Just here is left. Now what we want is correct. Correct. Now what we want here is we want only year and month. So let's see if that is possible. So go ahead and click on plus again. Go ahead. Click on

[2:30:04] plus again. Expand it. So every time you click on plus here, it always gives quarter. If you click on plus again, it always give month. So how do we get rid of quarter here? So go ahead, click on plus and plus

[2:30:16] So go ahead, click on plus and plus again. Get year, quarter, month. Very good. We remove it from here. How do we remove it everyone? Just keep your cursor on the quarter. Right click on the quarter and there will be lot of

[2:30:30] the quarter and there will be lot of options. You click on remove. Right click and remove everyone. You can write and drop it out also. You can actually drag and drop it out. Uh drop it out too. Uh yes. Whether you click on

[2:30:43] the down arrow and remove. Whether you click on right, you do a right click and remove, you will get the same uh options in the entire table.

[2:30:55] drag and drop it out. But for uh since we just are starting and we don't have much space to drop it out, we will stay with right click and remove. Now we have year and month right now in front of this year and

[2:31:10] right now in front of this year and month here. Let's go ahead and find out. Right click and remove. You're not able to do.

[2:31:23] on your mouse. Do a right click. If you don't have a right click, go to the drop down here. And the last option will be remove.

[2:31:46] minute here. Everyone else we will go now. Go ahead. Pick up sales. Pick up now. Go ahead. Pick up sales. Pick up sales and drag and drop the sales into sales and drag and drop the sales into the rows and tell me what do you see?

[2:32:04] You also follow along with me right now. I will let you know. Okay. Of showing the easiest way possible. Okay, everyone can uh you once you are through

[2:32:18] with the interface and understanding, everyone can go ahead and choose here. Nothing is the right way. Whatever gets Nothing is the right way. Whatever gets your work done is the right way. Okay.

[2:32:31] So, this is the sales here. We drag and drop it into the rows. And what do we have here? Line chart Line chart with respect to year and month. Now see

[2:32:44] what happened here is this. Uh tell me here have you given a specific instructions to Tableau anywhere that I want a line chart?

[2:33:19] We simply dragged and drop sales into the rows and we had a line chart. If you will find that when we drag and drop sales in the sum of sales here without even help of the show me here, we have a line chart. We have not selected it

[2:33:33] anywhere. Now, why this is happening here? Because here inside Tableau, inside Tableau, the guidelines here of visual analytics, the guidelines of visual analytics of when to create with chart is already

[2:33:49] embedded. Those rules are embedded here. Okay? Right? So it get auto detected by Tableau because of the embedded rules. What is rule says here? Rule says that whenever we have a time series analysis or time series report,

[2:34:04] what is a time series report? Anything that includes date or time or any part of date and time. We will always go ahead and create a line chart. Always it should be a line chart here. Always a line chart because we want to see

[2:34:17] patterns and seasons across the time or over the time. Similarly, one person can go ahead and change this to area chart also and other seasonal pattern recognition visualization that you can find in only

[2:34:30] Python and R. So these line chart and area chart are basic time series charts here that is auto detected by Tableau and that's how you got your bar chart. That's how we are getting the line chart here. And

[2:34:43] remember show me here is just for guidance. Show me also utilizes the marks card and column and row shelf. So our uh objective is going to be to learn how to utilize marks card and column and row

[2:34:58] shell so that moving forward we can customize the chart whatever we want. Okay. So we will be uh we will be learning from show me first then we will be learning how to create our charts on our own. Okay.

[2:35:13] So we'll use show me as a crutch only just for learning. Okay. So now Sriam, do you have a line chart? Are we good? Are you able to remove the quarter by now? Everyone has a line chart too.

[2:35:27] Wonderful. Thank you very much, Sam. Okay. So now uh once we have a line chart here, can you go ahead and give me at least two insights? Can you go give me two insights about the data? How sales is going over the years in this

[2:35:43] sales is going over the years in this supertore company? you see multiple lines are there? It is not a continuous line.

[2:35:56] not a continuous line. It's a broken line Month is a separate dimension. So it thinks that 2021 is separate, 22 is separate. It doesn't understand that these are continuous in nature.

[2:36:11] Give me any one insight everyone. Any one insight how things are going in one insight how things are going in supertore over the time?

[2:36:23] performance. November is high performance. Rearly 24 sales is highest. Very good. It is sideways,

[2:36:36] is going in supertore? That's technical. Uh Mo, that's correct. But how uh read the data inside it. What is happening in the business?

[2:36:54] a very important skill that we will learn with Tableau here. Okay? Because After you create the chart, you should be able to determine whether this chart is giving you required information or

[2:37:07] not. So we have to learn how to read a chart too. Okay. Try to do it

[2:37:19] right. Overall sales increase in 2024. No sta we don't do that. I'm not talking about next steps. I'm talking about reading a chart. What is happening in the business right now?

[2:37:34] Right. Very good everyone. So we have the insights here. Right. So the insight says that September to October we see a sales here and entirely we see the 24 has the highest sales other than and gradually

[2:37:48] the sales is increasing. We can see that too right now how to make more sense out of this data. Okay we are not we can only see that it is gradually increasing

[2:38:00] right. So right now since it is side to side here side to side chart here it is very difficult to assertain that year on year what was the improvement exactly and is there any seasonal pattern going on in every month it is very difficult

[2:38:16] to determine that. So uh what if we can go ahead and keep these lines one above the other. If they overlap each other it means the sales has been have been similar. If these lines are far away from each other, if

[2:38:32] we overlap, it means the sales has been gradually increased every month, right? So, how about we go ahead and overlap these lines on each other? We will be able to easily see the trend. So, how to do that?

[2:38:47] See and observe on how we are going to do that. Remember, see and observe only. I will repeat the step for you. Right now you will only see and observe on the now you will only see and observe on the screen. Okay. Step number one.

[2:39:08] Uh Santosh you have to click on the plus sign at the here.

[2:39:20] plus on the year. There is no month. There is no month. There is no month on the columns.

[2:39:32] On column there is no month. Santos I can see that. Okay. Everyone can see that. You can also see that after year there is no nothing. Right.

[2:39:47] You need month. So click on quarter. Get the month. You have quarter. Click plus on quarter. You have month. Now go to quarter. Drag

[2:40:02] and drop it out. Or right click and remove this quarter here. You click plus on quarter and you drag and drop it out. You remove it right away.

[2:40:14] All right. Are we good? Plus, plus Plus, plus go to quarter, right click, and remove.

[2:40:27] very good. Now everyone, you are at C and observe here right now. Again, are about to stack the lines one above the other. How to do that? We are going to pick up ear from the columns and we will drop the ear into the color card.

[2:40:43] All right. And see the transformation right away. So here we go. I'm going to right away. So here we go. I'm going to pick up the ear. I'm going to drag and drop on top of the color card. Remember that on top of the color card. Be very

[2:40:56] precise. Here is the color card. We drop inside the color card here. And here we are.

[2:41:08] simple. Now follow along with me. Follow along with me everyone. This is ear. You drag, drag, drop it on top of the

[2:41:20] color card. That's it. It might look messy to you now, but it will be very clearer when you view this into the standard view. Go ahead and view this in from the standard to entire

[2:41:34] view this in from the standard to entire view. everyone.

[2:41:51] here very clear in the chart here that for first 3 months okay see in these for first 3 months okay see in these first 6 months every year there is a very slight increase almost similar sales is there till July do you see that

[2:42:08] every year there is no significant increase in sales that it is not a very good gradual increase.

[2:42:27] here, try to read this chart and please give me any three insights out of this give me any three insights out of this proper logical insights. Please try to proper logical insights. Please try to read it.

[2:42:47] We go to the standard drop-down here and entire view. Okay. After entire view, read and let me know any three insights out of the chart. I'll wait for your out of the chart. I'll wait for your responses here.

[2:43:02] established 2024 is the highest. What other than that insight? You can tell me here. lowest in 2021. All right. Very good.

[2:43:19] becomes the lowest one. Very good insight. Good find. Yes. I mean we already established 2024 was the highest. What other than that?

[2:43:41] every year sales will go up. Every September uh sales go up. Right. In March also sales go up in September also. Every year consistently

[2:43:54] September also. Every year consistently sales will move upward. Very good. Right. Correct. Web of two are done. Third insight.

[2:44:06] also. That is also right. Not December specifically, November is the peak,

[2:44:19] right? 2024 is the only year where we have a steady increase month over month,

[2:44:36] correct? every October sale also here

[2:44:48] we get to know here let's understand right now why does here every year it is following up the same path in the uh after August September the sales increases October drops November the sales increases again why this this is

[2:45:03] called a seasonal pattern everyone Why the seasonal pattern is here?

[2:45:20] Apply this to real life. Why the seasonal pattern is here?

[2:45:32] Very good sir. Right? We have to understand the October here. October is very well defined by the seasonal pattern here. Okay. Now the the seasonal pattern here. Okay. Now the yes no matter which state which country

[2:45:46] it is Santosh. Okay. Every country will have some celebrations around here. Okay. So in August there are very small celebrations September. Okay. In September they will buy a lot for October celebrations. In November they

[2:45:59] will buy a lot for December celebrations. Right? So here once that is now they are now once they have spent everything on festivals and in the end of the financial year okay they are not going to spend much

[2:46:15] in March few spendings go get higher because few corporates also have to go ahead and complete their budget finish their allocated budget so in March the spending goes a little bit higher but after that at the start of the year it

[2:46:28] is almost unpredictable it will move on an average manner only essentials are bought. Okay. And then again the festival starts. So this is called as a seasonal pattern that we can do here. We can see

[2:46:43] here it is an uptrend. Okay. But we are looking at a seasonal pattern here. So this is how we read the data everyone. Okay. So we'll go ahead into everyone. Okay. So we'll go ahead into the sheet three and rename it. Very good

[2:46:57] everyone. Good job. Okay. So let's go ahead and double click on sheet three here. Let's click on the sheet three and rename this as trend. What we looking at sales trend everyone. So let's name it sales trend.

[2:47:11] I'll share the name in the chat. Give me a moment. You can copy paste from here. Here we are.

[2:47:33] Now what we have seen in the sales trend here this month and year. Okay. So I'm going to double click on chart title everyone and I'm going to edit the chart title right now. So go ahead and uh click double click on the chart title

[2:47:45] click double click on the chart title once you have renamed the sheet. here. Now after the sheet name, we can also type whatever we want. All right. So I'm going to write some notes about this. First is that the date that we are

[2:48:01] this. First is that the date that we are using here. Date

[2:48:27] used here date as discrete. Okay, we have used date here as discrete variable. We have used date here as a discrete variable. What is a discrete variable? Remember I have told you here that these are used as separate

[2:48:40] dimension and we have used them as separate dimensions. Okay. So we we'll see that year is a separate dimension and month is a separate dimension. Quarter is a separate dimension. So right now we have seen date here as a

[2:48:53] right now we have seen date here as a discrete variable. entire comment in the chat box. You can copy

[2:49:06] paste it from there. You don't have to type it. So double click go inside it. You can copy paste that uh one that I have uh control A and paste it there. Okay. Once you paste it there, click okay.

[2:49:22] There is a reason we are not formatting chart titles because at the end I will dashboard. So paste it in here and click okay.

[2:50:18] In the sheet four here we will learn about date again. One more concept about date. So go ahead and double click on date So go ahead and double click on date again.

[2:50:43] go ahead and drag and drop profit into the rows. Everyone drag and drop prophet into the rose.

[2:51:11] Let's also view. This is the entire view.

[2:51:57] we good? Are you all able to follow along? everyone. in between if you want me to repeat or you have left behind ask me

[2:52:11] immediately don't wait for multiple steps to go by okay ask me immediately to repeat now here we have a continuous line year wise profit and we can easily see the wise profit also here now here

[2:52:27] wise profit also here now here how about we want to see uh every year and every quarter what was the profit so there is One more way to go ahead and see quarterly trend. So every year, every quarter over the

[2:52:43] years, what was the quarterly trend there? So for that go to year either to go to the drop-down or do a right click. Both will give you the same options. Okay. So go to the drop-down or do a right click. When you do a right click,

[2:53:00] read move here below and see this is ear. Okay, just below here there is quarter. Go ahead and select quarter everyone because you want to see a quarterly

[2:53:15] trend. Go ahead and select quarter.

[2:53:40] Right click and select quarter. Q2 is written here. And now also go ahead and switch on the labels everyone. Okay. Go ahead and

[2:53:52] labels everyone. Okay. Go ahead and switch on the labels. everyone on the quick access toolbar. Switch on data labels. Switch on data labels. And now tell me is this chart a correct

[2:54:05] representation of year and quarter wise profit trend.

[2:54:34] absolutely right. S here what is happening is there is no year. So what it is doing is this one. It is going to quarter 1. Okay. So data is starting let's say from 2016 for example just an example. It is going to quarter 1 2016

[2:54:50] example. It is going to quarter 1 2016 adding up quarter 1 2017 data. Okay. It is adding up quarter 1 2018 data to it and it is adding up quarter 1 2019 data to it. It is adding

[2:55:04] all the four years profit and showing you here. Is this the correct way to look at a quarter trend? It is summing up entire quarter one then summing up all the quarter two. Does it make any sense? What we want to see here

[2:55:19] is that it should give us a proper line which shows quarter 1, year 1, quarter 2, year 1, quarter 3 year 1, quarter 4 year 1 and likewise, right? So

[2:55:31] we want year and quarter in a continuous manner. Right? So how do we go ahead and get this right? So instead of uh why we are having this issue because it reads quarter here as a separate dimension and

[2:55:46] year is a separate dimension. So we will go ahead and ask here Tableau that no I don't want year and quarter separate I want year and quarter together in a continuous manner. So everyone go to quarter again right click or go to the

[2:56:01] quarter again right click or go to the drop-down of the quarter again and this time below this quarter move below this quarter and you will realize the year and quarter appear again but the second occurrence of year and quarter are

[2:56:14] continuous. Observe here it writes quarter to 2015. So here it understands that year and quarter go together. So right click again click on year and quarter together as second occurrence of quarter there. Click on that and observe

[2:56:29] the changes on your screen. Observe the changes everyone

[2:56:41] and tell me what changes occurs when you select the uh quarter to 2015 option. What changes uh can you observe on your screen? Try to explain in words. Communication is a part of your job description.

[2:56:58] You should be able to explain what visualization you have created. So explain what changes do you see right now. Oh very good a very good

[2:57:14] now. Oh very good a very good good observation everyone. Very good. continuous quarter here. And here we are. We have a proper representation of

[2:57:28] year versus quarters. Now only one person has given me this uh message here. Okay. Look at this quarter is a green Okay. Look at this quarter is a green pill.

[2:57:43] cotton is a green pill here? Whenever you see any date part as a green pill, it means it is continuous in nature. Okay, it is not discrete anymore. It is Okay, it is not discrete anymore. It is continuous. That's why it is

[2:57:57] green in color. I hope you all can see that change here. Right? So even though it says only quarter, it is still in a continuous manner. Right? here.

[2:58:10] Now we can see right it is a proper representation. representation. Now also uh let's go ahead. Let's say now you have a quarter representation of profit here. Done.

[2:58:23] representation of profit here. Done. It's a profit trend. Can you uh now if you look at this particular line chart can you simply go ahead and tell them that we have a uptrend just by just because you are saying it's

[2:58:36] a uptrend does that statistically prove that this is a there is an uptrend

[2:58:57] that every time gradually it it is increasing, right? So let's go ahead and create a line. We have to create a trend line here. A trend line that can show here. We have to Yes, exactly. We have to

[2:59:11] statistically prove that we need a slope intercept. We need a simple regression trend line. Absolutely right. So those who are uh so we have to actually okay see just because you're seeing it it's not uh proving it and statistics and

[2:59:27] data analysis the more you move forward you will understand that even if you're looking at it you have to prove it statistically. That's why nowadays the statistically. That's why nowadays the datadriven uh goes a lot

[2:59:40] datadriven term is going about a lot because what you see is seeing is not believing they will look at the data so you have to prove it by statistics. So let's prove it by statistics everyone right. So go ahead and click on

[2:59:53] right. So go ahead and click on analytics plane everyone. Hi correct. So let's click on the analytics everyone just by you see and you uh and you believe that's not the thing. We prove it statistically whether you know

[3:00:05] statistics or not in Tableau doesn't matter. It will do the job for you. So go to analytics tab everyone and you will find trend line here. Go to analytics tab. It is here just beside the data. Go there. You'll find a trend

[3:00:19] line. Don't have to do anything other than double click on it. Just double click everyone. Go ahead and double click.

[3:00:32] equation. It will calculate the slope intercept also for you and draw a trend intercept also for you and draw a trend line based on that. We are going for a break. Now we go on a break.

[3:00:46] Here is a trend line. Is everyone do we have a trend line? Very good. Now we have went ahead and proved it.

[3:01:02] the easiest way right now for everyone. And you're right. We can see there are many ways to do one thing in every application. What I'm going to move forward with is the easiest and the most visible ways to do things at first.

[3:01:17] Okay, but I'm glad that many of you are going ahead and exploring every other how does Tableau understands to create a right chart. First is we can either take the entire help from show me or we can

[3:01:32] simply go ahead and use column row shelf and marks card by ourselves and learn how to create it. So we have created bar chart and the line chart with it. We've also understood whenever we have a time

[3:01:44] series versus a numerical value, we always go ahead either with a line chart or an area chart. And inside Tableau, date is automatically recognized as a natural hierarchy and it will automatically get separated into year,

[3:01:59] month, quarter and day. Now this here date we have used as a discrete variable date we have used as a discrete variable at first. After that, now we have seen using dates as a continuous variable. So we will first go ahead and rename the

[3:02:14] sheet everyone. So let's double click and rename the sheet here. Let's rename sheet here. I'm going to name this here as quarterly trend.

[3:02:26] So this is quarterly profit trend everyone. Okay, let's name it properly. This is a quarterly profit trend. You can name it better if you want. Okay, we after re naming the sheet everyone after naming the sheet we go to the

[3:02:41] chart title and we doubleclick on chart title also because I simply want to write the message here that here we're using date as continuous variable. We're using date as continuous variable. That's why it will be a green pill.

[3:03:01] It will be a green pill. You can copy paste the message in the You can copy paste the message in the chat box.

[3:03:14] One more thing I will add here. We have added trend line. We have added trend line from analytics tab. I am writing this here just for the so just so you remember. Okay, easy for you to remember once you will

[3:03:30] easy for you to remember once you will visit back here.

[3:03:43] copy pasting the chart title, everyone add a new sheet and let me know when you add a new sheet and let me know when you are ready. Okay.

[3:04:05] Go ahead and give me a response, everyone. Once you're done, I'll be everyone. Once you're done, I'll be waiting for you.

[3:04:48] new sheet. So let's go ahead everyone and add a new sheet here. Thank you very much for reactions and messages. Let's click on plus here and add a new sheet. So far we have seen product wise sales.

[3:05:01] Now we have seen uh sales and profit over the time. Now let's go ahead and look into maps. So add a new sheet. Double click on sheet five

[3:05:13] Double click on sheet five and name it maps. Double click on sheet five and name it map. Everyone we are going to create a geographical map.

[3:05:32] because it doesn't have a space uh to type all the quarters here. So uh in Tableau the interface is quite flexible and customizable. All right. So see here if I go ahead and give a space to this canvas. Okay. It if it has a

[3:05:49] it doesn't have a space it cannot. That's the only reason. But we all have we have all the quarters shown in the line. See this is quarter one. This is quarter two. This is quarter three. And likewise.

[3:06:05] Okay. Great. Thank you Santo. Okay. We are here everyone at the map. Now in this map here we at the map. Now in this map here we would like to go ahead and look for

[3:06:28] by estates. Okay, we want to go ahead and look for sales by states. You know what to do. Edit your chart title post. Our objective is very clear. We want to go ahead and look for sales by states.

[3:07:07] Add a new sheet. Okay. And double click on this new Okay. And double click on this new sheet. Name it map. All right. Once you name it map here, you double click on the chart title. And in chart title, add

[3:07:23] the chart title. And in chart title, add the text sales by states.

[3:07:42] you can also use reaction buttons. Everyone once you're done, you very much. Those who have not responded yet, please go ahead and uh

[3:07:54] give me a response here quick. See, I understand it is quite taxing to respond after every small step. Since it is just day two, I'm just trying to determine the correct pace for the entire batch. Once you all are on the

[3:08:09] same page, on the same frequency, right? Uh I will not ask that many times. So Uh I will not ask that many times. So for now please go ahead and uh consider the request everyone. See Ram we have simply went ahead and named the

[3:08:25] we have simply went ahead and named the sheet and named the uh title. Okay that's it. So we went ahead and named the sheet maps and we went ahead and named the chart title sales by states.

[3:08:40] Okay. So we are brushing up on uh basics everyone of Tableau. So from tomorrow I will not be waiting for you to name your chart titles. You can do it on your own chart titles. You can do it on your own at your own speed. Now we want state by

[3:08:54] sales everyone. So go ahead and find a state. Here you will see state/province is there. Go ahead and double click on a state and province. Double click on that state and province. Double click on that please.

[3:09:10] province right now, what do you see on your screen?

[3:09:22] map or do you have a proper US Canada map? Which map do you have? A same map as here, a grayed out map or a proper US

[3:09:35] here, a grayed out map or a proper US Canada map? So, right. So, few will have a proper US Canada map and few will have a world

[3:09:49] Canada map and few will have a world map. Now, those who have the US Canada map, we will just stay back and view what is happening here and we will understand why few of you have a proper map and why few of us have this grayed

[3:10:01] map and why few of us have this grayed out map. So if your uh laptop or if you out map. So if your uh laptop or if you are based on an uh if your laptop are based on an uh if your laptop default location is set as outside India

[3:10:15] or Asia, it will immediately show you US Canada map. But if your default location Canada map. But if your default location or country is India or anything else than US, then it will show you a world map. Let's understand here why is it

[3:10:30] happening? Why it is not reading the data and giving us the chart? Let's find out. So right now those who have the gray map you all will follow along with me. Those who have proper map just see what is happening around. So at the

[3:10:45] right hand bottom corner do we have 59 unknown written here. over it read we will be going slowly. We are going to see and observe first. Just

[3:11:02] hover the cursor over that and see what it say. There are 59 values that have unknown geographic locations. Unknown geographic location means it is not able to determine lats and longit longitudes for those particular state names.

[3:11:20] Click on that. Now when you click on 59 unknown one click there it will show you a pop-up box it is asking us that if there are unknown is asking us that if there are unknown locations how would you like to go ahead

[3:11:35] and what would you like to do with it? So we would like to edit that. So click on edit locations everyone. Click on edit locations.

[3:11:52] now do you understand why we were having such problems here? Since while registration we have returned. Remember the registration room yesterday you selected your country where you're residing. So since you've selected

[3:12:05] India, it is automatically going there and picking up India or whatever country you selected and inside India it is trying to find these states which doesn't exist. So what we do here we

[3:12:18] will go ahead and tell Tableau that no do one thing do not pick up my default do one thing do not pick up my default location. Go to drop down here and select it from the field. So go to the drop down here everyone and

[3:12:32] click on the third radio button from field. Field means column. So there is a column called as country or region. So you'll say that go ahead and pick up you'll say that go ahead and pick up name of countries from the field

[3:12:52] data only from one country. What if we have data from multiple countries? So it is always a better choice to select the data from the field.

[3:13:11] I hope you all are able to find this and select. observe here there are two tabs. One tab is country or region. Another tab is a

[3:13:23] state or province. We will click on a state or province. state or province. And now see every location is matching.

[3:13:41] have a map now a proper focused map of US Canada as the countries are written US Canada as the countries are written here in the list.

[3:13:58] needs help or want me to repeat these steps?

[3:14:17] you need help, write help or repeat. Okay, correct it. If you have US sir and Canada maps, we are good.

[3:14:30] Canada maps, we are good. Okay, you don't have any error message here. Sinasan on the right hand bottom corner.

[3:14:45] Uh hittita, you don't have US Canada map right now. So, Hara uh you have it then why are you why do you want me to repeat?

[3:15:04] to repeat here? If you do not have bubbles, instead there is a blue colored fill inside it, don't worry about that. We are going to change it. Okay? Do you have a color filled inside it?

[3:15:18] instead of the bubbles. That's why you're asking me to repeat.

[3:15:33] you one thing here. Does your map look like this? your does your map look like this? That's why you're asking me to repaint.

[3:16:01] Okay. So, follow along with me. I'll repeat these steps again.

[3:16:18] Sinasan wanet hasha is it looking like this? your menu card map. Do you see in the

[3:16:30] your menu card map. Do you see in the menu dropdown we have map? Go to the map dropdown and click on edit location nasan wenut.

[3:16:53] If you're not able to find this, click on 59 unknown and then edit location. At on 59 unknown and then edit location. At both the places you will find it. Okay. Inside edit locations, we go to the drop-down here, country drop-down and we

[3:17:06] drop-down here, country drop-down and we select from field.

[3:17:27] now? Click okay. You are on the same page as others.

[3:17:39] you very much for the your patience everyone. Thank you Sasan Wenger. Now let's click on show me here. Under show me you will find there are two type of maps that Tableau provides. One is the bubble map another is the filled map. So

[3:17:54] bubble map and this one here is called as filled map. So we will go ahead and select the second one here filled map. So go to show me everyone and click on So go to show me everyone and click on filled map here.

[3:18:18] the field map everyone and confirm that yes, you are through. And if you need yes, you are through. And if you need help, ask immediately. Do not wait. Ask immediately to repeat if you do not have the output. Okay? Do not wait till the

[3:18:34] the output. Okay? Do not wait till the end or do not wait for me to ask. Shriam uh bottom uh left right hand upper corner. Remember I asked some upper corner. Remember I asked some learner to uh maximize the screen

[3:18:48] and find it upper corner the way we created the pie chart. So click on show me and click on the second occurrence of the map the filled second occurrence of the map the filled map.

[3:19:21] remain here. Do not move it. All right. So, here we are. So, here we are. Yes, you can move it. Don't do it. it just to see whether you can do it or not. Okay, please do that later. Okay,

[3:19:37] so here we are. Now we have country and province. Is this chart giving you is this bug giving you any information right now about the sales? right now about the sales? Then what information do we have here?

[3:19:54] right now, what information do we have here? Very good. Dij. Thank you. It is telling us that from which uh particular state

[3:20:10] we are doing the business with. Which state and countries are part of this data set. That's what we are looking at here. Okay. So let's move forward everyone. We want to view sales here. Now please tell

[3:20:26] me which visual indicator which visual indicator can be utilized to view sales. What are visual indicators everyone? Visual indicators are shapes,

[3:20:42] size, color, depth. We are talking pure technicality here. Okay. Tell me which visual indicator currently in this map

[3:20:55] visual indicator currently in this map we can utilize to show sales values to we can utilize to show sales values to show sales values. Everyone

[3:21:09] which visual indicator do you see here that you can utilize? The shape is for individual state. So size of what dear?

[3:21:24] Whoever is writing size, size of what? Size of the shape. What is a shape right Size of the shape. What is a shape right now? Shape is of a map. No, that's why I said in this map, not the

[3:21:37] that's why I said in this map, not the bubble chart. I'm asking in this map. Okay, so the correct answer is color. Color is the easiest indicator that we can utilize to display sales. Go ahead and drop sales into the color. See,

[3:21:53] answers are incorrect. Understand it why this is a correct answer. Why this is a correct uh visual guideline to be followed. Remember that visual analytics is actually a subject and it is a very old subject. There are multiple books

[3:22:09] written on it. Go ahead learn on that. it it will actually open the world of data visualization for you. Visual analytics. There have been many many uh writers there. Get the older writers from let's say

[3:22:24] 1960s and '7s. Those were the best books about it. Okay. So, here we are. Look at this map and tell me which state Look at this map and tell me which state has the highest sales.

[3:22:50] about that? Because color, the hue of color, the hue of color is indicating the darkness indicates the highest number. The darkness also indicates the highest

[3:23:05] The darkness also indicates the highest number. Yes, it's a deeper color. moved on the legend. Everyone look at this is the legend here. Color legend. All right. Read this legend. Please. In this legend

[3:23:19] here, it is telling us that there are gradient of colors. The uh lighter the gradient of colors. The uh lighter the shade, lower the sales value. The darker shade, lower the sales value. The darker the shade, higher the sales value.

[3:23:37] Hi Rashmi. From which step would you like me to repeat

[3:23:51] show here you have to drag sales precisely on top of color precisely on precisely on top of color precisely on top of

[3:24:09] Okay. And then it will show it for you. But you have to precisely drop in color. You might have dropped it in details card. All right. So here we are. Yes, Baba. It is challenging to find the lower value. Why? Because there are too

[3:24:23] many lower values here and very few on the higher side. Right. So let's go ahead and add the values here everyone. How do we add the values this time? It How do we add the values this time? It will be uh if we only show the numbers

[3:24:37] and that is not going to work. Why? Because you cannot remember the each and every state name and you cannot expect end user also this those who are going to see this map to remember each and every state name. You cannot expect that

[3:24:50] every state name. You cannot expect that from them. So what we do here is we will add two data labels this time. To add two data labels here, first you pick up a state again from the data pane and drop it inside the labels card.

[3:25:04] Precisely. Absolutely correct, Jamina. So, we drag Absolutely correct, Jamina. So, we drag and drop a state inside the labels card. Then we pick up sales also. Again, pick

[3:25:16] up sales again and drop it inside the labels card. Pick up sales again and drop it inside the labels card.

[3:25:32] very slow today don't worry from day four or five things will pick up there are nearly 50 learners and most of them are absolutely beginners in Tableau

[3:25:44] thank you very much for for uh thank you very much for your participation and very much for your participation and interaction chandra appreciate

[3:26:08] Uh, but does your map look good or cluttered?

[3:26:25] good. So, let's go ahead and format our text on it. text on it. So, how do we format the text here?

[3:26:38] click on label. Everyone, go ahead and click on labels card. When you click on labels card, a drop-down will open up. In this

[3:26:50] drop-down will open up. In this drop-down, find the second option font. In the font here towards the right, you will have a drop-down again. So, click on labels, find font, click on drop-down again.

[3:27:07] In this dropdown here, we'll go ahead we'll go ahead and choose the smallest font.

[3:27:21] smallest font here which is clean and a smaller

[3:27:39] And now remember one thing. It cannot write name and number for each and every state. It cannot do that. Why? Because there is no space to write it. Okay.

[3:28:02] the quant size and color everyone?

[3:28:35] Uh, which step? Dragging and dropping Dragging and dropping state into labels and sales into labels. This one. Yeah, do that.

[3:28:49] Yeah, do that. A simple drag and drop. Okay. All right. No worries. Drag and drop sales. Now go to uh labels. Drop down of the font. Drop down of the font again. Very good. Now moving

[3:29:04] forward everyone. So now we have a better map right? So here we can see at least the highest one here. Lowest one might not be visible clearly but we can see a pattern going along here. Now this was the sales by states. Now let's add

[3:29:19] one more sheet everyone. Let's add one more sheet here. In this sheet here we would like to go ahead and say sales and profit by city.

[3:29:32] We'll go ahead and see sales and profit by city. This time we will not take help of show me. me. I will tell you why.

[3:29:50] and you will be on the see and observation mode. So let me know once observation mode. So let me know once you come once you come back. Okay. Add a sheet. Name the sheet sales profit by city. And I want you on see an

[3:30:03] observation mode. So let me know once you're back.

[3:30:27] You can use uh reactions also. Oh, we are getting reactions. Thank you. I have nearly 50 uh 50 learners. Nearly 50 40 45 to 50 and I have less

[3:30:41] than 10 responses. I hope others are back too. Okay, let's I hope others are back too. Okay, let's move forward. and observation mode. Okay, all should be in CN observation mode.

[3:30:58] How does show me has created the map? Let's observe. It went ahead and uh here look at the marks card everyone. Where country and region is added where country and state is added here. First off country and state has is a

[3:31:14] hierarchy. It's a location hierarchy. So both have to be added. First it will go ahead and recognize country. Inside country it can recognize a state and in which card it is added. Can you recognize that with the icon? Look at

[3:31:28] the icon and tell me here under which marks card it has been added. into the details card. Observe again your column and row shell.

[3:31:44] Observe again your column and row shell. What is in the column and row shells?

[3:31:57] Have you added long uh longitudes and lats? Have you added that? No. So what happened here is show me know that that if I go ahead and add country state into the details card marks card

[3:32:13] automatically sends lats and longs on the column and rows. It automatically send it there. Show me knows that. So it has done that here. Rest of it is our doing rest of rest of it we did. We added sales in the color card. We added

[3:32:29] a state and province into the labels card. But this was done by show me. We can do that too. We don't need show me anymore. So let's see how. Go to sales profit by city. In this way we will have more control over what we

[3:32:44] are about to create. So here we go. Step number one. We want city. Taloo can only recognize city if it has the whole hierarchy. So first we add country then a state and then city. Now

[3:32:58] you can follow along with me here. So step number one find country step number one find country and add country into the details card.

[3:33:13] Drag and drop precisely into the details card. precisely into the details card. Then get the next and hierarchy a state or province. Drop into the details card.

[3:33:33] Once that is also done, now pick up city and drop city into details card. Now pick up city, drop city into details card and while you are doing that observe what is happening on your

[3:34:00] Look at her chart and tell me what do you see.

[3:34:21] Do you see column and rows automatically added? right. My ball already zoom in and out when bubbles get added.

[3:34:45] longitude has been added automatically here. Autogenerated values. And now we have too many dots here. Are we all on the same page?

[3:35:00] give you again the same error. So you have to go to edit locations and again select country and state from there. Okay. And that also will ultimately add Okay. And that also will ultimately add your country and state in details card.

[3:35:17] system is not exactly that country from your where your data is, it is always a good idea to add all the geographic locations in here. Why? Because it is not possible to have all data from one country. What if you have data from

[3:35:32] country. What if you have data from different countries? Okay. Yes, that is why because your location is set in that way. All right. So tell me here everyone,

[3:35:45] does this map giving you any information here right now? Do you have any information from this map? Think and then answer. then answer. Look at it. Think and then answer.

[3:36:05] and S. It is telling us presence of sales. Each bubble here is representing sales. Each bubble here is representing in which city sales has been done. Okay. So it is showing the entire distribution of customers in USA in

[3:36:20] Canada because each dot that you see here or you can call it a circle. Right now it's actually a circle. Okay. It is an entire circle or bubble you should call it. This bubble here currently is give

[3:36:35] indicating the position. Okay. It is indicating the position of the sales. Meaning in these particular cities sales has taken place. That does not mean in the plane in the blank area there has been no city. There is city

[3:36:51] but there has been no sales. Okay. So it is telling you the position where the sales has taken place. Now in these bubbles here we will go ahead and

[3:37:03] indicate two things. First we want to go ahead indicate sales. numbers and then we also need to indicate profit numbers here. Okay, because sa in the data only these cities are mentioned.

[3:37:24] transaction is coming from one single city. So if the transaction will not come from a certain city, no data. Okay. Now we have two numbers here sales and profit. Okay.

[3:37:39] And how many visual indicators are left? Position is already done. Shape is already decided. Shape is a circle. Okay. So, shape is decided. Position is decided. Which visual indicators are remaining? Color and size. Color of the

[3:37:54] bubble and size of the bubble. Okay. So, tell me here how do we represent sales? Do we represent sales by color of the bubble or should we represent sales with the size of the color?

[3:38:18] bubble. How should we go ahead and represent sales?

[3:38:32] uh it goes out to everyone who is answering that sales should be represent answering that sales should be represent by color. the profit to be represented as size of the bubble.

[3:38:49] So tell me here profit can be positive and negative both. Profit column can always profit. It is always profit and loss positive and negative values. Have you ever seen a circle with a di with a negative diameter or negative

[3:39:04] with a negative diameter or negative radius? radius or a negative value? No. What does that mean?

[3:39:17] No. What does that mean? It means that whenever we have positive and negative values, we will majorly go with the color representation of that particular value. And whenever we have a positive value, we can we can choose

[3:39:32] whatever we want. Right? Now we can go ahead with the size because we know it is always going to be positive.

[3:39:46] correct busy. So here we go everyone. Okay. Pick up sales. So first I have to find sales here. So I'm going to scroll down. Bring sales. into the size bring profit into the

[3:40:01] color. There is a technical side to it because if any value is positive and negative both it always goes in color. negative it will always be positive. It should go into the sales. Now first drag

[3:40:17] and drop sales into the size card and observe. observe. First only drop sales card into uh sales First only drop sales card into uh sales into the size card and observe

[3:40:33] bubbles have vanished from your map. Have you seen it? into the size card. Where are your bubbles, everyone? There were too many

[3:40:47] bubbles, everyone? There were too many bubbles, right? vanished. What happened?

[3:40:59] here, let's increase the size of the bubbles. bubbles. Click on the size card and there is a slider you will find. Bring slider slightly towards right.

[3:41:20] around here. Now why the suddenly bubbles vanished everyone? Because a smaller bubble means very low sales. Larger bubble means a Okay.

[3:41:34] about the business right now? How the business is going right now? what about the business? What is happening now?

[3:42:13] Okay, this is the consolidated data of last four years of a business.

[3:42:26] five major places from where the sales is coming in. Correct? And most of the most of the business that you see is coming from coastal areas only. Most of the business is

[3:42:40] coming from coastal areas only. In center here we have a very uh low reach. Now let's go ahead and add profit everyone into the color.

[3:42:53] everyone into the color. Now add profit into the color card. color card, the remaining circles have also vanished.

[3:43:08] Now you cannot even see them. Yes.

[3:43:23] Does this map look correct to you? Is this a correct map?

[3:44:07] Wonderful insight. So, right now, this doesn't look like a correct map, right? But let me tell you, this is absolutely correct because this map is correctly showing you your data. Okay? But we just need to format a little bit. Now you

[3:44:22] map? I we are not even able to see few of the prof few most of the states here. So let me show you something. Please pay attention to the legend of the color

[3:44:34] color legend here. In this color legend look at this orange shade. So there is a midline here. This represents zero. If anything is low profit and uh minimum profit and minimum loss, it is gray in

[3:44:49] color. Okay. Okay. And less than zero negative values here are all in the least orange shade, a very lighter shade of orange. And if you go ahead and look at this blue here, okay, this blue has multiple shades and

[3:45:06] the darker blue is also there. Since this orange and gray is getting mixed up here and most of are in loss. Okay, most of us are either no profit no loss or minimum profit minimum loss or in absolute loss. Because of that we are

[3:45:22] not able to see it. Why? Because the background is also gray. Now the color of background of map is also gray. It's a grayed out map. This is why gray and gray is getting overlapped. So what we need to do is little bit of formatting.

[3:45:38] So let's go ahead and format the color everyone. So we click on the color card. Let's click on the color card. Oh yes, the color card is going to look

[3:45:50] different for you and me. Okay, because I have an older version right now. I have to get it updated from the ID team. I cannot do it. So click on the color card and you will see two options. border and

[3:46:08] and you will see two options. border and halo. We all understand halo, right? Uh the uh glowing border at the outside of the circle. That's halo here. So, we don't want the glowing border. We have enough circles as it is. So, we will go

[3:46:22] enough circles as it is. So, we will go to the halo drop-down and select none. I'll wait find it out. Go to the color drop-down. Go to halo automatic drop-down and select none. We don't need blowing

[3:46:37] select none. We don't need blowing borders.

[3:46:59] Let's go to borders here everyone. Currently it is automatic. Select slightly darker border here. Select a slightly darker border here. So your circles are you can see the circles at least. So select a slightly darker

[3:47:13] least. So select a slightly darker border here instead of automatic.

[3:47:40] Few circles have come into picture now. Yes. Now click on the color card again and this time we click on edit colors. We would like to view the darker uh

[3:47:52] color in both the cases not such lighter shades. So click on edit colors everyone. Now remember the moment we edit colors you and I are going to have edit colors you and I are going to have different dialog boxes. Okay. But the

[3:48:06] options are still same only the interface has been changed. So click on interface has been changed. So click on edit colors. Here in the edit colors you edit colors. Here in the edit colors you have pallet dropdown. Everyone

[3:48:24] you have a palette automatic dropdown. Below that pallet here we have uh now go Below that pallet here we have uh now go to uh now you all will have a huge dialogue box. In your dialogue box go to the bottom corner. Go to the bottom

[3:48:38] corner and find some check boxes. Okay. There will be some check boxes here at the end. Go ahead and find the check box called as use full color range. Go ahead and find the check box called

[3:48:51] as use full color range. Check on that box please. Use full color range and click okay. You don't have to click okay. There is

[3:49:03] no okay button. You have to simply cross it off. The moment you check on it, it it off. The moment you check on it, it will be shown here.

[3:49:21] But that shows your domain knowledge and expert and experience in that and I'm expert and experience in that and I'm glad to learn that.

[3:49:33] time to write the messages. Thank you very much. Now we have a darker orange color. Now map is looking much better than before.

[3:49:48] Right? Remember that whenever we have such pallets, uh the middle value is always going to be zero because we have positive and negative values. Okay? All right. You don't have to go ahead. There is no okay button. Everyone to get

[3:50:01] out of this here. Simply close it off in your case. Go ahead and close it off. And now we have a map. And this is a correct map. And yes, we only have the correct map. And yes, we only have the coastal areas with good business. Okay.

[3:50:16] But the problem is we are mostly in loss. Mostly in loss. There are only loss. Mostly in loss. There are only four to five places where we have some profit and good sales. So larger the size of even the some larger bubbles are

[3:50:30] size of even the some larger bubbles are red. Do you see that even some larger bubbles are red? So even the sales are going good. We are still at loss. So that's what we can clearly see with sales profit by city.

[3:50:43] clearly see with sales profit by city. So now we have created multiple charts. So let's now it is the time for creating a dashboard. Now how to add a dashboard? To add the dashboard in Tableau, I'll show you how

[3:50:58] to add it. So let's go ahead and add the dashboard here. To add the dashboard here, everyone, we will go ahead to the either drop-down or we go ahead and click on the second plus sign here. So here we go.

[3:51:14] to the drop-down. We click on new dashboard. Go to the drop-down and click on new dashboard. Here

[3:51:37] looking at an entirely new interface again. again. Since we are now looking at absolutely new thing we will first understand the interface and what is happening around

[3:51:51] interface and what is happening around here. Let's understand first observation everyone. What's the observation here? Look at this uh canvas. This is canvas.

[3:52:03] Look at this uh canvas. This is canvas. Have you observed that uh Have you observed that uh almost uh a part of your uh screen less than half but a prominent part of your screen is grayed out

[3:52:17] and it only gives you a white space here to work but not here.

[3:52:32] to keep all those charts here in this small place. So let's see why is it happening. So here let let's look at dashboard. Okay. In the dashboard the first option that we are look looking at is two pes dashboard and layout.

[3:52:50] Dashboard and layout. Okay. Now in this dashboard and layout here inside dashboard it is giving us a device preview. What's a device preview? Remember that whenever we are creating a

[3:53:04] with ourselves or only present it to them. Most of the time the dashboards that are created are not presented right away. They're simply shared across uh the server to the people who can view it

[3:53:18] in their own laptops and multiple different devices. Some will be looking the tabs, few will be looking at their mobile applications. Right? So we have to go ahead and make sure that whatever dashboard we are creating, it should be

[3:53:33] compatible with multiple devices here. So first option we have is device preview. Below device preview here, now we have a size of a dashboard.

[3:53:45] Look at the size here. Maximum and minimum ranges are there, right? which is why we have a grayed out option. So this is size of the dashboard. So we go to the drop-down here

[3:54:01] we will find a range is here. We go to the range dropdown here and in the range drop-down we have three options fixed resize automatic and range. What is a

[3:54:14] fixed resize everyone? Right now you are in see and observation mode please. Okay. What is a fixed size here? A fixed size is where you can either use a generic desktop or full screen. You see these

[3:54:30] pixel sizes, PowerPoint slides, letter pixel sizes, PowerPoint slides, letter size, A4, A3 and more. So here you have multiple fixed size options here. problem with face resize option is that

[3:54:42] if you go ahead and create a PowerPoint slide and if someone is viewing in their tab or a laptop with a smaller screen your dashboard will spill out. Okay. So that is not a good way to fix your size. They will not be able to view

[3:54:57] it properly. So the uh best option here is automatic. So go to the uh now follow along with me everyone. Okay.

[3:55:09] Go to your minimum maximum size drop-down and minimum maximum size drop-down. Go to range drop-down and select automatic.

[3:55:22] What automatic will do? Automatic will make sure that the screen size adapts it to the dashboard size adapts to the screen size of the device.

[3:55:56] Now you can see the canvas is spread out to the entire sheet of your laptop.

[3:56:19] this size here. Now we have list of all the sheets. Virtually everyone has automatic option. Go to the drop-down. Go to the range drop-down. You have fixed resize automatic and range.

[3:56:35] Everyone have that. If you go to only uh if you go to the dropdown, you will see only range there. You have to go ahead and click on the You have to go ahead and click on the next drop-down to find automatic.

[3:56:53] Right now, below that everyone, we have list of sheets. Are you able to see all list of sheets. Are you able to see all the sheets in the list?

[3:57:07] there is a scroll bar. There's a scroll bar. You can scroll and see all the bar. You can scroll and see all the sheets. Okay,

[3:57:19] see below the sheets here we have objects. Why do we have objects here? Reason is dashboard is not just the collection of charts. It is not a collection of charts. Dashboard here will solve an

[3:57:33] will solve an a specific object or a problem objective or a problem statement problem objective or a problem statement and every chart and report or images or icons which can help us to solve with that problem and represent that to the

[3:57:47] end user. All the objects and charts reports will be added here in the dashboard. Because of that we have lot of designing objects available here. Okay. So right now we will create a basic dashboard. In that basic dashboard

[3:58:02] right now we are not talking about the objects at all. We will only learn how objects at all. We will only learn how to add the charts inside the charts inside here and how does dashboard actually behaves. Then we will beautify

[3:58:15] it with the help of objects. So step number one how do we add uh what is a dashboard everyone? First please uh let me know what do you think is a let me know what do you think is a dashboard.

[3:58:49] Collection of charts and reports that solve a specific problem statement. Have you always heard that one line? Right. Key data, quick decisions. Very good. Out map of business with highlighted data in charts.

[3:59:03] Very good. Visual summary of the report. Absolutely correct. Good uh analogy Absolutely correct. Good uh analogy there. Very good. the word I was looking for. Every time we look at the dashboard, okay, the one

[3:59:19] thing that we have here is that your dashboard should be inside one single screen. Correct? It will have key data, it will have metrics, it will have a meaningful representation and your data should be interactive.

[3:59:32] But all of this should happen in one single screen. Correct? So to keep everything in one single page or one single screen here we have set the size automatic correct. So everything should be

[3:59:48] correct. So everything should be interactive too. So dashboard first here is collection of reports but it should be a one single screen or one single page and plus it should be interactive. Plus it should be interactive. Of course

[4:00:02] it should be we should be able to see multiple charts and reports that is multiple charts and reports that is done. ways to add the chart here. We will see the most basic way right now. Remember

[4:00:16] we are creating a basic dashboard here. Okay. So step number one go to the sheet Okay. So step number one go to the sheet here and doubleclick on sales by category. Everyone go ahead and double click on sales by category. Let's add

[4:00:31] click on sales by category. Let's add charts in this dashboard.

[4:00:44] dashboard in Tableau?

[4:00:57] uh the charts to be added like this right in tiles in a specific places in table. What is happening here is the moment you double click the pie chart takes the entire space. Entire space

[4:01:11] nothing left. Now that is not a good start. But let me show you something else. Go ahead and double click on double click on

[4:01:23] quarterly profit trend. Go ahead and double click on the fourth chart quarterly profit trend. Go ahead and do that. Double click on that everyone that. Double click on that everyone and observe what happens.

[4:01:45] automatically create create its own place, right? It automatically goes ahead and create its own space there.

[4:02:05] ahead and always happen automatic? Can we choose a space there? Yes, we can. How do we choose our own space everyone? So scroll down. Scroll down. Go ahead.

[4:02:18] So scroll down. Scroll down. Go ahead. Pick up our map. Now before I do that, please uh be in see and observation mode everyone. I'll wait for 10 15 seconds. Come back to the screen please.

[4:02:30] See and observe only. See and observe only. Are you back everyone? We can go ahead and choose the place by

[4:02:42] ourselves too. How to do that? Come back on the screen. I'm going to show you first and then you can do it on your own. But first you have to view it. Okay.

[4:02:55] Right. Eyes on the screen everyone. Now this is map. Okay. I will left click and hold the map and I'll bring the map here. Now observe. Just observe on my

[4:03:07] screen here. Do you see wherever I move the cursor there is a shaded is there is the cursor there is a shaded is there is a shaded square or a shaded space.

[4:03:19] Are you able to see the shaded space here? Wherever I move my cursor right this shaded space is the preview of the space inside the dashboard this map can take. So for example I keep this map at the third quadrant here. So I will bring

[4:03:34] this map and keep this at the this quadrant here and I leave it. Just leave the left click. Give Tableau a little bit of time. Okay. It will it comes to dashboard. It takes a lot of RAM.

[4:03:50] RAM. Okay. So drag and drop. You see map automatically placed. Go ahead and try that. Please bring map here.

[4:04:06] another map at the fourth quadrant here at the bottom corner. Go ahead and do at the bottom corner. Go ahead and do that.

[4:04:34] We drag the second map and we drop it here.

[4:04:46] more interesting here. Do we have all the four maps here, everyone? Yes. Do we all have the four maps? Please Do we all have the four maps? Please confirm

[4:05:02] Using mouse is much more easier for drag and drop. If you're not able to use mouse right now, you can also double click. Actually, double click will also click. Actually, double click will also send them to the same place.

[4:05:19] session. All right? Don't worry about that. If you will spare five more minutes after the end of the session, I will help you out right now. Just double click and double click. Don't worry, we can place them around very easily.

[4:05:33] Okay, don't worry about placement that much. Okay, so once we have all the four charts here, what is so we have charts collection, they are placed properly. dashboard everyone? That it should be interactive, right? When we say

[4:05:49] dashboard should be interactive, it means that Every chart should act as a filter for another chart. So if we go ahead and select for example technology here, every chart should go ahead and show

[4:06:04] technology. If in the map we select California, each map should show sales only for California here. Correct? So let's go ahead and make our chart to act

[4:06:17] as a filter. So select sales by category here. Select sales by category here. We going to do better pervander. Okay everyone go

[4:06:29] ahead and click on this wide space around the pie chart. The moment you click on the pie chart you will find that there is a gray colored container. This is called as container. Everyone a gray colored boxes has appeared with a

[4:06:43] handle. This is called as container. In this container here, look at the right hand side. Do you see the cross and other options here? There is a filter option. Do you see that?

[4:07:00] Do you see a filter option there? Go a when you hover the cursor over that it says use as filter. Meaning, do you want to use this pie chart as a filter? Yes. Go ahead and click on that and it will turn white. It will fill it will be

[4:07:16] filled with white color. See filled with white color. See here we are.

[4:07:36] does it have here? Nothing changes on your sheet. Nothing changes on your sheet. Go ahead and click on the red slice. Go ahead and click on the red slice. Go ahead and click on the red slice.

[4:07:55] out technology and what is the sales of technology. Absolutely right Lashmi. Okay we go ahead and we click here.

[4:08:08] Okay we go ahead and we click here. Uh yes yes absolutely correct. Now it is going ahead and filtering everything out. The best part about here is we can actually go ahead and choose. So how to get out of this here? How to get out of

[4:08:23] the filtered dashboard? Click on the same slice again. Click on the same part same slice again. Click on the same part of chart again. Okay. of chart again. Okay. Click on the same chart again

[4:08:44] In the similar manner, you all can click on the map. In the similar manner, you all can click on the map. And when you click on the map, on the right hand side, you will see the filter

[4:08:57] icon. You go ahead and click on filter icon too. icon too. Do that everyone.

[4:09:11] click on filter. Now go ahead and click on California. Bio chart will reflect only California sales. You will see how uh what is the uh trend of sales in California and your

[4:09:24] city map will zoom in and it is showing showing you city by sales and profit.

[4:09:38] in Tableau everyone. So this is it for today. Now let's go ahead and have a quick revision. Okay. Quick recap about what we have covered so far. So we went what we have covered so far. So we went ahead and we have learned about

[4:09:56] After that we have uh seen multiple different type of charts plus we have also seen how technically we work in Tableau. So there were some technical concepts in Tableau that we have went through technical concepts like we using

[4:10:09] through technical concepts like we using date as date as continuous and discrete. We'll keep looking at of course more examples on that but uh we have went we have learned about dimensions and measures. We have also understood that

[4:10:25] when date becomes continuous it will look green same as measure. After that we have also learned about how to use marks cards

[4:10:37] plus how do we utilize the visual indicators technically through the marks card and how to go ahead and edit color size and labels or within a chart. By

[4:10:50] learning about this, we have went ahead and have learned about how to utilize show me and how actually show me works. We have learned about the shells there, column row shells and different type of charts. Would you like to remind me

[4:11:02] charts. Would you like to remind me which charts we have studied yesterday? Can you list out the charts in the chat box? Very good. We learned about maps. Pie chart. Very good.

[4:11:23] chart and line chart. Wonderful. Absolutely right. Correct. And then at the end we went with the dashboard. Very good. We have added trend line also. techniques to create the different type of charts. Wonderful. Good conclusion

[4:11:37] there. Once we went ahead and created those charts, we have learned the technicalities of Tableau and how to create basic charts. We went ahead and we have added dashboard. Once we added dashboard, we realized that dashboard

[4:11:49] dashboard, we realized that dashboard itself is a new window and in that new tab we uh the entire new tab of dashboard it has a new interface. So understood that we have to always make it a size automatic so that it

[4:12:04] automatically adapts to any size uh any screen size. So that is automatic size of a dashboard. Now after that's done here now in the dashboard we did

[4:12:16] nothing. Uh yesterday we went ahead and simply uh doubleclicked dragged and dropped and added four charts and we have seen that how we can make it interactive. So this is what we have learned

[4:12:28] learn today. So let's set the today's agenda everyone. In today's agenda here we are going to continue from the yesterday's workbook and we are going to today deep dive into dashboard creation. When we talk about dashboard creation,

[4:12:43] we are going to talk about dashboard formatting. Now in dashboard formatting here uh in dashboard formatting here we have uh we have to learn it technically. We have to learn the technical aspects of it about resizing of the chart,

[4:12:57] placing of the charts properly and how to actually make it look good and presentable. Currently it is not presentable and it doesn't have many details into it too. So first we'll go ahead and learn about the dashboard

[4:13:10] of it. We'll make it look good and we'll understand a lot more about in dashboard. There is a lot more after that is done at the end we'll go ahead and create a story board. What's a storyboard everyone? At the end we have

[4:13:25] to go ahead and combine everything okay all your sheets and your dashboard and and we will go ahead and create a presentation. Now you must be thinking where do we create a presentation within Tableau itself.

[4:13:39] Within Tableau itself we'll go ahead and create a presentation using a Tableau uh where uh we can go ahead and actually create presentations just like slides. So we go we'll go ahead and see the

[4:13:52] So we go we'll go ahead and see the presentation view uh using a storyboard. After learning here we will now move forward to entirely new topic and that forward to entirely new topic and that is uh uh that will is going to be using

[4:14:05] multiple data set. So far we have extracted one CSV we have extracted one excel file right and we are working on one single data in real time that might not be the case. So we'll go ahead and we'll first go through the concept that

[4:14:21] what are the different ways to work with different multiple data set in one single Tableau workbook. So first we'll go through the concept technicalities. Okay remember that everything will first come with the

[4:14:36] everything will first come with the concept and then with the technical aspect of that. So this is the today's agenda everyone. If we are able to cover today's agenda, we we will see multiple techniques of uh

[4:14:50] dealing with multiple data sets too. Our first focus is going to be dashboard and storyboard. Now, please go ahead and open the Tableau application everyone.

[4:15:02] And we all have the first tile uh here. Okay, you can go ahead and click on this first tile here to open up this particular file. If you're not able to click and open from here, you can directly go to the

[4:15:17] folder you have saved it and you can doubleclick to open it from there too. Okay, both works. Simply go to your folder and double click on your workbook or come back to the tableau here and click on the your Excel workbook there.

[4:15:32] click on the your Excel workbook there. Once you're ready, please let me know. everyone. Okay. First thing is look at your dashboard. Do you see anything is

[4:15:44] missing for from your dashboard? Technically speaking, when you look at a Technically speaking, when you look at a dashboard, what do you see first? dashboard, what do you see first? Are all dashboard elements are here?

[4:16:00] Very good. Good catch there. Yes. Absolutely. Right. Do we No, no, we don't have a dashboard title, everyone. So, let's go ahead and add a dashboard title. How to add that dashboard title? Yes, title and description. Correct.

[4:16:16] So, do you see uh there is a very uh thin scroll bar here. A long thin scroll bar on the left hand side here. As soon as you hover the cursor over it, okay, it highlights in bold. Go ahead and scroll it down. Go ahead

[4:16:30] and scroll it down. Once you scroll down this, scroll down this you on the right and on the left hand bottom corner you'll find a check box dashboard title.

[4:16:42] I don't know how I hope in Mac you have this is still available the draw the uh scroll down and at the corner here we have show dashboard title.

[4:16:56] for confirmation. Thank you. Oh, very good, Baron. our title is taking taking up a good space here. It says dashboard one. So,

[4:17:11] let's go ahead and rename this here. How do we rename a title, everyone? We can simply go ahead and double click on dashboard one.

[4:17:27] observe that okay the name of sheet is dashboard one that's why it is dashboard one okay so when we go ahead and double click on so when we go ahead and double click on the chart title as expected the

[4:17:42] reference sheet name is here this is what we are about to do we don't need dashboard one written here we can delete the entire sheet Okay, delete it. Just delete from your keyboard.

[4:18:01] analysis. So I'm going to write it like this that this is super store. Okay, the company name is super store here and we are doing a sales and profit analysis. Of course, we can go ahead and give a proper name. I'm simply going to write

[4:18:15] here as sales and profit analysis. Now it can be

[4:18:29] descriptions here, you can go ahead and add that too. sales and profit analysis here and I can write that this is from 2021 to 24.

[4:18:51] creative here, I uh what I meant is this. You first you can go ahead and select any font style of your choice. And now we can actually of your choice. And now we can actually go ahead and play around with the font

[4:19:06] styles and sizes like this. So if it is sales and profit here, okay, I am going to play here. I'm simply going ahead and changing some font

[4:19:18] styles here. Here we go. here. Okay. We can also go ahead and change colors.

[4:19:53] you're satisfied you can go ahead and click on okay. So you can be as creative as you want. So go ahead and give the title everyone.

[4:20:06] Once you have given the title let me know. You can choose any style you want everyone. Okay. It is not mandatory to have this style only. Now here we go ahead and click okay. Once you uh now uh on your keyboard

[4:20:21] everyone see now currently uh the dashboard title is selected right. If on your keyboard you press escape button. All right. Uh u usually it is on the left and upper corner of the keyboard. When you press the escape button you

[4:20:36] will realize that nothing is selected on your dashboard. Do you notice something else is also missing? A very common thing missing from a dashboard is still

[4:20:51] observe what's missing from this dashboard. Right? Absolutely correct. Very good. Good observation there. Wenut. Borders Good observation there. Wenut. Borders are missing. Neither your d your title

[4:21:03] has a border nor your charts have a border. No borders. This is one more reason is it actually doesn't look cleaner. Okay. So let's go ahead and see how to resize your charts and how to give the

[4:21:16] borders to. So first let's go ahead and see where are these options available. For let first go ahead uh and see where the dashboard formatting options are formatting options there are many ways to do it. We'll do one direct way. First

[4:21:33] we will go to the dashboard dropdown. Here there is a dashboard menu dropdown. Here there is a dashboard menu dropdown. Go there and click on format everyone.

[4:21:48] Go to the uh dashboard dropdown and click on format everyone.

[4:22:24] format opens up it replaces our normal dashboard pane and now it says format dashboard here. Remember first we will see and observe. Okay. First we'll go ahead and see and observe. Vary go to your dashboard. on

[4:22:40] your dashboard. Go to dashboard dropdown and click on format. Follow along from here. Okay, if you have missed the uh dashboard title, it's fine. We can add dashboard title, it's fine. We can add it anytime. Okay, please go ahead, go to

[4:22:53] it anytime. Okay, please go ahead, go to dashboard and click on format. Um, are you still in the editing mode of the dashboard title?

[4:23:06] If you're in the editing mode of something, it will not be activated. All right. So once we are here everyone inside the form and dashboard

[4:23:21] uh first it is asking dashboard shading. Shading means at the background what color you would like to keep. Right now even if you give the color you will not be able to see color at both the most of the places. Why? Because by default each

[4:23:35] sheet has a background color for opaque white. So go ahead and give a shading. You will understand what I'm trying to say here. So once you click on the drop-down of the default shading here, observe again. Observe that Tableau

[4:23:50] understands it's a background shade. So it will actually give you lighter shades already. It does give you option for more colors. But uh here it gives you lighter shades. You won't find it in PowerBI. PowerBI gives you most

[4:24:07] brightest colors uh the brightest colors it can find. Okay. But Tableau understands the visual guidelines. And here we are. See now if you select any select right now. Okay. You won't see color at most places here. Only the

[4:24:23] title will be title will reflect the color. But your sheets are going to be color. But your sheets are going to be colored white. the plot areas, canvases.

[4:24:38] Now in the dashboard title we have already uh set uh set the font alignment already uh set uh set the font alignment here. Now here we have option of shading and border. So inside dashboard shading go for

[4:24:54] dashboard title. In dashboard title, you can decide the background color of this uh background color of the border and you can also go ahead and decide the

[4:25:08] border of the dashboard here. Title only title. So first is the shading which you are supposed to be on the dashboard sheet. Can you switch to the

[4:25:21] dashboard sheet. Can you switch to the dashboard sheet we added yesterday? only you'll be able to click on dashboard and format. You see you can see on my screen right we are at dashboard

[4:25:36] and we have set the agenda also that first we're going to format dashboard. will be able to do it. Now when we click on the border dropdown

[4:25:48] everyone we have three choices of the borders solid line dash lines multiple width of the borders. Thank you Vashnav. And now it has a darker border options. So in the drop down here we go ahead and select a solid line. You can select any

[4:26:04] width that you want here. And you can select a darker shade any shade that you want. Okay. I'm just selecting some brighter shades just to show you that multiple brighter colors can be can be used.

[4:26:40] and dashboard everyone to the dashboard title please confirm I'll wait this is one of the first tasks uh task we are doing the first tasks uh task we are doing right now today

[4:27:00] very good let's give a few few more seconds everyone to catch up with us you how to add dashboard title later. We are going to now work on the charts.

[4:27:14] So, let's first work on the charts. Okay, maybe after the session or at the end of the session or in the middle break, I can show you around. There are many learners who have missed the first 15 20

[4:27:29] learners who have missed the first 15 20 minutes of the session. That's fine. for quick confirmations. Now look at your title of each sheet.

[4:27:45] Okay. If you look at the title of each sheet here, I have never given you any instructions to go ahead and and edit your title or format your title. Okay? Because there is a reason to do that. Now here while we are in the dashboard

[4:28:01] if we have not formatted the titles within the sheets then we can go ahead and control all the titles directly from the worksheet titles. So just before the

[4:28:15] just below the border of the dashboard title we have worksheet title. Now see here since I have not formatted them within the sheets we can go to font drop-down. We can select any font that

[4:28:28] we are looking for here. See font change and font style has also changed. Since it is in a dashboard, we don't need that bigger fonts. Now, okay, we can also choose a darker shade just to show them up here. Other options we

[4:28:44] have here is shading. Uh surprisingly, Tableau doesn't provide us alignment option here. Okay, so they will be all aligned to left only. But yes, we can go ahead and provide a different shading to the

[4:28:59] different shading to the titles.

[4:29:16] shading and let me know that yes, you are able to find it and do it. Vashi, I are able to find it and do it. Vashi, I hope you are able to follow along now.

[4:29:55] All right. Is still have you observed something? different tables? If you want to change title for different sheets, I think title for different sheets, I think you're trying to ask here. So you have

[4:30:09] to right click and edit title in the same way. So you can go to for example go to this title, right click on the title and edit title. And the same edit title will open up right here. You don't have to go back to sheet anymore.

[4:30:23] So if you want to keep it at the center, you can keep it at the center and click okay. So within the dashboard, each and every chart you can edit. Okay? Even you can go ahead and change it. Uh whether you want this chart in a standard view

[4:30:37] or an entire view, everything can be changed. comes to the dashboard everyone. Okay. Have you observed one thing here once this is all done? Is it giving you any

[4:30:53] this is all done? Is it giving you any option to give uh borders to the charts? It has given us only border option here for the title.

[4:31:13] Okay. If you double click on the chart title here, you can simply align them at the center like this. This is alignment. Same as uh the sheet uh titles. Same options are available here.

[4:31:27] options are available here. See this is at the and uh here. See this is at the and uh here. Yes. Same alignment here. Okay. Okay. Okay everyone, so right now we don't have any borders here. No worries for

[4:31:39] thank you. So we will go ahead and close this format dashboard. We don't need it anymore. Okay, we get our data back. So let's go ahead and close it. let's go ahead and close it. Now where the actual where is the

[4:31:53] borders present? Border option is present everyone. Border option is present in the layout window. So go ahead and click on layout everyone. Go ahead and click on layout. In layout you will go you will find a gray colored

[4:32:09] scroll bar a horizontal scroll bar sorry a vertical scroll bar. When you see this vertical scroll bar you scroll down and you will find border and background. Border and background. Outer padding and inner padding simply means how far your

[4:32:26] text or chart should be from the border. That's it. And how far one chart should be from the other chart. That's what these spaces are for. We will first focus on the border. We'll first focus on the border here.

[4:32:41] How to give the border first? We have to understand that. So everyone please confirm. Are you have you clicked and are you at the layout background here? This is dashboard. This is layout. Found

[4:32:55] layout. Everyone now please be in see and observation mode. first just see observe and then I will give you enough time to go back and uh replicate the same on your screen. Okay.

[4:33:10] Now in this border right now is it giving us any option here that to to which particular object are we giving a border? No. This is how borders can be given in Tableau. You have to give border one object at one time. Meaning

[4:33:27] border one object at one time. Meaning you have to select the chart first see left and upper corner left and upper corner you already have dashboard right I haven't said how to create a border

[4:33:41] yet I am about to explain that vun so stay vigilant for now just give me a moment hiasan uh here is the dashboard right uh see you had format opened up so we closed the format from here there's a small

[4:33:56] the format from here there's a small cross sign. Okay, studentas. So when you close it here, you have dashboard. Just towards the right of the dashboard, you have layout, right? Yes, no worries. Von, now everyone in the

[4:34:10] else here is the border. If you scroll down a little bit, you'll find border none drop-down is here. How we can give a border to any object? First, select the object. You are in see and

[4:34:23] observation mode everyone. So see I have selected the pie chart. Once I select the pie chart now I will go to the border. I'll go to the border here and I'll select the border. Okay border is given. See

[4:34:39] given. See border is there. Now here if I want to go ahead and give border to the map a state wise map here I have to go ahead and select the state wise map and then go back to border again and give the

[4:34:53] border. Understood everyone how you have to give the border. Now select the chart give the border. Select the chart give the border and no there is no option to select everything together and give the

[4:35:06] border. Uh taboo doesn't give that option. Go ahead and do that for all the four charts everyone. Select each chart. Okay. Select each chart. Go back to border. Give the border.

[4:35:21] Select the chart. Go to border. Select the border. the border. Do you see there is a gap between uh two charts, right? This is called as padding.

[4:35:40] four charts, let me know that yes, you are ready for the next step. Observe something here. Do you have you see do you observe there's a faint gray

[4:35:56] see do you observe there's a faint gray colored uh gray colored uh dash lines are there? Right? These dash lines are your guiding Right? These dash lines are your guiding lines. These guiding lines will help you

[4:36:10] lines. These guiding lines will help you to resize your charts. For example, again everyone will be on see and observation mode. Okay. Observe. Do we need to keep pie chart in this much space?

[4:36:26] Do you think this chart should get better space? More space? This chart better space? More space? This chart should get more space. equal size. So how do we decide the size here? So this is where these uh lines

[4:36:43] comes in. See the moment I hover the cursor over any of these lines here our pointer changes into a double-headed arrow. When pointer changes into a double-headed arrow, we can left click hold. The moment you left click hold

[4:36:58] there will be a solid black line. That solid black line will move when you move it and that will decide the size of a chart. So it is not like Excel where you will see the chart moving in real time. You will actually see a black line

[4:37:14] moving like this. Okay. So be careful. See, so what we are going to do, we are going to make the pie chart smaller line chart. We are giving a little bit more space here and we can also use we can also choose to

[4:37:30] increase the height of map. So map also look good to us right so as per your preference go ahead and do the sizing. Meanwhile I'll help sirasim. Okay.

[4:37:43] Hi Pervinder. See Pervinder listen very carefully See Pervinder listen very carefully right now.

[4:37:55] two charts. Okay? You'll see a gray colored dash line. Once you keep your cursor there, your pointer will changes into a double-headed arrow. Once it changes into a double-headed arrow, you can resize it with left click hold. When

[4:38:09] you left click, hold and move it, a black line will move, a black solid line. Okay, we don't see in real time chart is increasing or decreasing but we can see the black line moving. Wherever you will leave the black line that will

[4:38:24] you will leave the black line that will be the height or width of your chart. Are we clear now? Pervinder right uh we can do that too. I will go right uh we can do that too. I will go to that next. Okay. Oh, you got complete

[4:38:39] port. Oh, wonderful. Thank you very much. I'm glad you figured it out by yourself. Thank you. Would you like me to repeat how to resize the charts?

[4:39:02] Yes, it works a lot like Excel. Absolutely right. your you here okay you can do that if anyone needs to replace the charts

[4:39:20] if uh done very good so now sud I'm answering your question here all right how do we replace the charts uh chart positions right now if you want to replace the chart positions right now so for example let's say I want to move

[4:39:34] this is not for everyone okay just see how to do it you are not supposed to do it right now if I I want to move the state wise map on the right hand side and city wise map on the left hand side. So I simply want to switch the positions

[4:39:47] here. This is how we do it. I will select the I will first click inside the state map. This container should be visible in this container here. We'll grab the container by handle. So you'll find a

[4:40:01] handle here. How to grab the handle of the container? When you hover the cursor over the handle, your cursor will uh change into four headed arrows. When you see the fourheaded arrows here, left click, hold and move and move in the

[4:40:19] move. Once you overlap a chart here, okay, it will simply switch. switch. It takes a little bit of practice and

[4:40:33] It takes a little bit of practice and Tableau lags a little bit. Okay, Arind you can we will see that too. Right now just add four

[4:40:47] technically I talk about you can add as many charts as you want. If I talk uh the uh guideline rules of visual analysis, guideline rules of visual analysis says here that do not add more than nine charts. Nine charts plus other

[4:41:03] objects will be there. Right? So nine charts should be there not more than that. Other objects can be there. For example, you can have images, logos, maybe some web pages you want to go ahead and show around here. Okay? Maybe

[4:41:18] ahead and show around here. Okay? Maybe some hyperlinks you want to add. So uh all those buttons uh etc that you want to add here all that can be here other to add here all that can be here other than uh the charts.

[4:41:31] So maximum nine that's what they say. But if one of these charts here right okay but one of the charts here it's too complicated or big we can reduce the

[4:41:43] reduce it to less than nine. that what's the rule says and guidelines that what's the rule says and guidelines to make it clearer and visible. Very good. So I hope everyone is able to resize and position their charts as per

[4:41:56] your liking everyone as per your preference.

[4:42:10] What would you like me to repeat? Positioning. All right. See, so for example, here we want to switch this uh map places, right? So if you want to switch any map also, just select any chart also. Click inside the chart

[4:42:26] first. Once you click inside the chart, you will see a container. Inside the container, you will see a handle on the top. Grab the handle. How over there. It will be a foreheaded arrow. You left click, hold and you

[4:42:44] drag. Remember yesterday I've told you that it will give you a shaded place there. The moment you see the shaded place, you leave it and it switches the position. So grab, drag, drop.

[4:42:59] So grab, drag, drop. Okay. we will go ahead and look at individual chart especially the line chart and the

[4:43:11] pie chart. First let's look at the line chart. In the line chart here in the line chart here everyone do we need to know that this is quarter of order date.

[4:43:23] It says it's a quarterly profit trend. If someone will hover the cursor over they will immediately know this fourth dot is the fourth quarter.

[4:43:36] So, do we really need this title here? Quarter of order date Quarter of order date when we already have this here

[4:43:48] and the font size of 21 quarter 2 quarter 4 quarter 5 is also too huge. So, we can actually go ahead and get rid of the y-axis 2. Now, you must be thinking why do we do that? So, let's understand here why do we go ahead and

[4:44:01] remove. So this is how the format of a chart is decided. The objective of converting a report into a visualization is very clear. We want to visualize it to a chart here so that we can see whatever information is already there in

[4:44:17] the numerical report. Plus if there is an additional pattern information trend that can come out in the visualized format. That is why as the first stop we

[4:44:29] will go ahead and add all chart elements. What are chart elements everyone? Anyone? What is chart elements? Chart elements What is chart elements? Chart elements it's a one uh phrase.

[4:45:03] Correct. Chart elements are all the part of the chart starting from the title of the title of the uh entire chart. Title of

[4:45:15] both the exes. We also have labels here, color labels, size labels. Okay. So we have excess labels here, excess labels here, we have got legends here and of here, we have got legends here and of course data labels, data labels.

[4:45:30] Okay. So all all and of course excess labels, excess values, excess names, all of these are chart elements, right? Uh you can add color and formatting uh into that too. But the elements or actual objects that are

[4:45:45] added are these. We'll add all the elements. Once all the elements are added in the second step here we will go ahead and remove all redundant

[4:45:59] objects or all redundant elements. What is meant by redundant elements? Any two elements giving same information any two elements giving same information those uh will be removed. For example,

[4:46:14] for example, yes, not unwanted. Why they are unwanted banker? Because they are giving same information. How they're giving same information? If we are going ahead and adding data labels here, if you're adding data label here, okay, do

[4:46:29] you're adding data label here, okay, do we need this anymore? Yes, absolutely correct everyone. And plus, we've already written it's a profit trend. So people will know this number means profit.

[4:46:44] We've already written a quarterly trend here. So people know that this is quarter that we are about to show. Right? So let's go ahead and see how do Right? So let's go ahead and see how do we uh remove this excess. Remember that

[4:46:58] we can edit the chart right here in the dashboard. We don't need to go back to the original sheet. So let's see how to edit a chart within a dashboard. So first go to the profit here everyone. Right click on the profit and uncheck

[4:47:12] Right click on the profit and uncheck show header.

[4:48:03] we have here is the 24 quarter 4 here. Now problem with now in tableau what happens here is okay if you want to keep only values and not the title

[4:48:20] the changes here then I will make you I will tell you then we'll go to the chart and see whether the changes are reflected there or not okay all right so we are here we go to the uh y-axis everyone in the y-axis here right

[4:48:35] click Click, right click and there are two options for us. Edit axis and format axis. Okay. So, first let's go to edit access here. First let's go to edit access here. Everyone right click on the uh horizontal axis and click on edit

[4:48:51] uh horizontal axis and click on edit access there. work along with me. Right now we are not working on the font at all and I have no

[4:49:04] idea which font size you're talking about here right now about here right now because we uh we are not working on font

[4:49:17] you are in uh right now we are simply going to the line chart horizontal axis right click and edit access there is nothing about font we are doing here okay all right so in the edit access everyone there is a dialog box. In this

[4:49:31] everyone there is a dialog box. In this dialogue box here dialogue box here we have general format. General format and inside this general format we have a custom format. In this custom here is it

[4:49:46] giving us option right now to uh select no title.

[4:50:00] So, what do we do? Try and try and delete the entire title here. Try and delete the entire title here. Try and delete the entire title here. Just delete it.

[4:50:19] you delete the title from here, okay, just backspace it. You will realize that title is also gone from your sheet because there is no okay button. Now our line chart has a better space.

[4:50:41] Since there is no okay button here. Close of this please. close this dialog box everyone. There is no okay button. You have to close this no okay button. You have to close this dialog box.

[4:50:59] the font size of this label. Now you right click here and go to format. If you want to reduce the font size of the excess label right now we right click and go to format.

[4:51:39] format will open on the left hand side here. Okay, open up. Don't look for a dialogue box. On the left and upper corner you can see format quarter order date. Are we all able to see that?

[4:51:53] able to see that? Right click and format everyone. see we already have the option under access tab the font option is already

[4:52:08] there. So we can go to the font option here. Select the font of your choice. here. Select the font of your choice. You can uh decrease the font size here. Eight is the minimum size you can have. Okay. You can we cannot have size less

[4:52:23] than eight in Tableau. If you try to type okay so this is say I'm trying to type here then it stays but you don't have option then it stays but you don't have option to choose you can type

[4:52:37] to choose you can type so press seven for example enter it will so press seven for example enter it will reflect

[4:52:55] here. We go to the x-axis, we right click on the x-axis and we click on format. When you click on format on the left hand side, you will find format quarter order date. Do you have this right now?

[4:53:09] order date. Do you have this right now? Inside this format quarter uh date here. Inside this format quarter uh date here. Do you see font dropdown is here?

[4:53:25] So we go to the font drop-down and we select the font of our choice and you can set the size of the font too. The smallest size that you will see in the list is eight. If you want a size smaller than that,

[4:53:39] If you want a size smaller than that, you can type and press enter.

[4:53:52] Do you have these options? Can you find them? Wonderful. Thank you, Savasan. them? Wonderful. Thank you, Savasan. Okay. Are we all good?

[4:54:09] chart here, look at the title of the chart. Within this chart here, let's look at the title of the chart. But before we do that since formatting part is done let's close this everyone.

[4:54:24] So once you are able to select the font style and size of the x-axis everyone remember to close this format option please

[4:55:03] Very good. Okay. Now, next here is look at the title here. For me, I have written title in two lines. All right. So, I want to keep it in one line to give uh this line chart a little bit more space. So, we double click on the

[4:55:15] title. You can right click and edit title. Both will give you the same dialogue box that we have been dealing with in past two days. So right click and edit title everyone and you can go ahead and choose to edit the title from

[4:55:29] ahead and choose to edit the title from here too. So individually also we can go ahead and edit the title. Okay. So go ahead. I'm just I will simply keep them in one single line to give line chart a proper space.

[4:56:03] Once your line chart is done, please let me know. I understand that if you few of your uh seasoned uh seasoned uh learners,

[4:56:17] seasoned experienced learners are thinking that why we have to do that much formatting beautifying. So trust me that is the most important part at the end to make it look presentable. So these are small small settings actually

[4:56:30] means a lot at the end it looks better people will pay attention to it better. It is as much as important as the correct calculations and analysis of the correct calculations and analysis of the data.

[4:56:54] is how uh with the example of the one chart I have shown you how we can edit the chart from right here. Now if we make the changes in the dashboard, does it actually make changes in the corresponding sheet? Let's find out. How

[4:57:08] do we visit the sheet everyone? We don't have to go ahead and find out where the have to go ahead and find out where the sheet is. Just click on the sheet here and on uh once the container appears in the container below the cross sign there

[4:57:22] the container below the cross sign there is an icon with a square and an arrow. is an icon with a square and an arrow. Okay, that trend arrow is go to sheet. So you don't have to find where my chart is. You can simply go ahead and click on

[4:57:34] go to sheet everyone. So select your chart align chart and click on go to sheet and tell me all the changes we made here. Are they getting reflected in made here. Are they getting reflected in the sheet?

[4:57:55] changes in the dashboard, same changes will be reflected in the sheet two. So let's go ahead and make some changes here too. So in uh here, okay, let's make one change here everyone. What is the change here? Uh these font size are

[4:58:11] too big, right? So let's change the font size for the data labels here in the sheet. So we go to the label here. Go to the labels car and change the font style and font size of the numbers. Why

[4:58:27] we are making a change? We simply want to see if we make changes here, does this reflect changes in the sheet? Right? We want to find that out. So go ahead and first change the font style and font size of the numbers. So the

[4:58:45] and font size of the numbers. So the label here font drop-down font style and size. After font style and size also go ahead and select alignment. Okay. So once your font is done let me know then we'll do

[4:59:01] font is done let me know then we'll do the alignment. Okay. So first your font is done then we'll do the alignment. Why alignment? Everyone observe that your numbers here are sometimes exactly online sometimes on

[4:59:17] top of the label sometimes on below the label. So to see them clearly we can go ahead and set the alignment too. So set the font size first.

[4:59:34] Then just below the font here we have alignment.

[4:59:49] the alignment here we will choose the vertical alignment here. This is bottom. Everything wants on bottom at on the line above the line.

[5:00:12] So whichever you feel correct you can find and choose that. This is label in the label. This is alignment drop-down. the line and drop down. We have bottom of the line, middle of the line.

[5:00:43] automatic in this sheet. Here is the label. You don't have these numbers written here. These numbers are data labels.

[5:00:58] here. These numbers are data labels. Baron, added, you can always go ahead and switch it on from here. This stay inside the label on the quick access toolbar just above the column and row shell.

[5:01:14] just above the column and row shell. Now go to the table here and alignment by default shvasan is automatic. This is automatic option is also there. See automatic is there. Okay. And you can keep it at the center

[5:01:30] or at the top. Now it depends on you what you all uh prefer here. Okay. You also have left alignment, center alignment and right alignment. So go ahead and choose your alignment here everyone and once you are done go

[5:01:45] here everyone and once you are done go and check your dashboard and tell me whatever changes you did here are they reflecting on the chart on the dashboard reflecting on the chart on the dashboard also.

[5:02:15] have to find and go to the dashboard right this here. Right. See here. Okay. Everything is reflected as we uh have seen it there. Wonderful. So this is how we can go ahead and edit each and every chart as

[5:02:29] ahead and edit each and every chart as required based on sizing and size and position of your chart. Now we were focusing entirely on charts right that focusing entirely on charts right that we have we have forgotten about we

[5:02:43] we have we have forgotten about we forgot about uh the legends altogether focus on the right hand side everyone do you see that all the legends related to

[5:02:55] these charts are automatically crowded on the right hand Right.

[5:03:08] me go back there and show you in the alignment Santos. What happens here is uh we cannot keep them above the trend line. Why? Because the labels will be line. Why? Because the labels will be written at near the data points.

[5:03:22] Okay. So they will not be above the trend curve. Even the data points near the trend curve will be written on the line itself. What we can do here in the alignment is we can keep it at the left uh middle or

[5:03:35] right or you can keep it at above the line or below the line. Above the line, below the line or middle of the line. Other than that we have no option. Then you have to then you can go ahead and do it manually.

[5:03:50] Okay? Then you can manually go ahead and try to keep them where you want to. try to keep them where you want to. There is no other way to do it.

[5:04:04] that, this is the only option. Top. See, you can keep it at center, left and right. At the top.

[5:04:20] All right, everyone. We are back to dashboard one. Here in the dashboard one I was talking about the legends at the right hand side. Now legend do you think end user is even able is going to see these legends there

[5:04:37] at all? No. Because it doesn't look like they're connected to anything. But uh required. For example let's look at the first legend category. Is it required right now?

[5:04:56] inside dashboard? Yes or no? Is it useful?

[5:05:10] pie chart, okay, we have no idea which color belongs to what. This legend will tell us which color belongs to which category. So this belongs to this pie chart. And this legend should also be placed near

[5:05:24] this legend should also be placed near this pie chart. Not that far. Okay. So how do we pick up this legend and add it near the pie chart?

[5:05:36] mode everyone. Okay? Otherwise it will become a word document. Those who work know what I'm talking about. Everything will be displaced and you'll have no idea what happened.

[5:05:50] Correct. Absolutely right Santo. So they all are listed and crowded on the right hand side. So we are going to now place them properly one by one. Now how do we do that? So uh you are all on see observation mode everyone. So if I go

[5:06:05] ahead and select this particular legend right once I select this particular legend you can see it's a gray colored box out here. box out here. Now if I will go ahead and pick up this

[5:06:18] box from the handle. Once I pick up this box from the handle, observe what is happening here. Do you see what is happening here?

[5:06:35] as a chart and we still wasting a lot of space. If we add it like this, if I try to overlap on the pie chart

[5:06:47] like this, it doesn't overlap. It simply adds either uh okay around the pie chart and it takes up an entire space on the dashboard. It will not let us simply

[5:07:01] overlap it on here. First, we have to understand why is that happening? Why understand why is that happening? Why does they don't let us overlap it? So does they don't let us overlap it? So let's understand this here.

[5:07:14] Let's understand this here everyone. So remember when you were in the dashboard in the dashboard and uh in the dashboard here there are two ways to add the charts. What are the two ways here? Either we can go ahead and add

[5:07:30] everything on the tiled basis as we have done right now. Compiled means fixed done right now. Compiled means fixed positions and fixed sizes. Or the second option here is floating. Floating means uh same as Excel that you you have a

[5:07:45] chart you can float and place wherever you want it. That's floating. So by default everything is styled. Everything thing has a fixed place. Every object thing has a fixed place. Every object has a fixed place. So let's go ahead and

[5:07:57] see how we can make individual object floating and overlap it with the pie So now you can follow along with me everyone. Go ahead and select category.

[5:08:10] everyone. Go ahead and select category. Select this category legend. When you select this category legend, you will find that it has more options you will find that it has more options available here. So across a pin, a

[5:08:25] available here. So across a pin, a drop-down In this drop-down here towards the downside, you will find the option floating. You're supposed to just click on floating here.

[5:08:41] When you click on floating, observe what happens to your category legend box.

[5:09:07] when you went to the drop down you clicked on floating what happened? Is clicked on floating what happened? Is there any change to your box?

[5:09:23] and drop. Yes, absolutely right. Wonderful. Good observations everyone. Yes. So when we go to the dropdown and we click on floating it get displaced from uh do you see it get displays and become transparent. Right now you can uh

[5:09:39] go ahead hold it and you can drag and drop.

[5:09:51] and drop. So when you will try to drag and drop you will come across the issue. We don't have enough space to do it. We don't have enough space to do it. Do you see that?

[5:10:09] since now this has become transparent, we are having too much issue to actually understand where the borders are and how to pick it up. So let's go ahead and edit this legend everyone and see how we can place it

[5:10:25] better. So drag and drop it on the pie chart anywhere you want to. Okay, I'm keeping it at the left and bottom corner. If you want to go ahead and edit it a little bit, this is how we do it. First off is

[5:10:40] do we understand remember the chart formatting guidelines. Tell me according to the chart formatting guidelines do we need the category as a title of the legend? Now once we have over overlapped it with sales category.

[5:11:03] No. So, we go to the drop-down here and uncheck the title. category legend float by going to more options just like this.

[5:11:18] Are you able to successfully make the category legend float category legend float and overlap other charts?

[5:11:33] legend which is placed on the right hand side in your case and go to the drop-down here and select floating uh vun and then drag and drop it. It's vun and then drag and drop it. It's fine. I'm telling you again.

[5:11:47] So right now your category legend is on the top side here. Right? So select your category legend. Go to the drop-down and select floating von right now.

[5:11:59] When you select floating, you will be able to drag and drop it.

[5:12:11] That's what I'm telling you to do. Vun, please listen and follow.

[5:12:24] Go to the select see your category is here right. So select your category one go to the drop-down of category one and click on floating. When you click on floating it will become transparent. Okay. So you will grab it once it

[5:12:38] Okay. So you will grab it once it becomes transparent and place it here.

[5:12:53] uncheck title here right now. Now we can resize it. We have better space here right now. Okay. And we can place it at the corner. So go ahead and place it at the corner everyone. Now we know which color belongs to which category

[5:13:07] color belongs to which category after floating drag and drop but okay after floating drag and drop but okay hold it from here and drop it here.

[5:13:19] I'm keeping out left and bottom corner of the pie chart.

[5:13:43] and drop now? Just grab it from the handle and drag.

[5:13:57] Right, it's okay. Keep trying. Okay, it's simple. Drag and drop. after this here this says percentage of total sales is 100%. Now this is not

[5:14:10] something that makes sense here. Okay. So let's go ahead and close it off. It is not giving us any additional information here. So von follow along here. Leave the category one. If you are not able to work with that please work

[5:14:23] with other legends here and later on maybe uh before the break I will uh help you out. Okay. So, please go ahead and work with the So, please go ahead and work with the next steps of other uh legends here. So,

[5:14:37] this size legend is not required. We know pie chart is 100%. So, please close this. Please remove this from the dashboard. Everyone click on it and then dashboard. Everyone click on it and then remove it.

[5:15:04] about the Wi-Fi is unstable and you're not uh you are disconnecting? Is that what you're trying to say with technical glitch?

[5:15:18] Is your Wi-Fi is unstable or you are uh having system issues?

[5:15:31] Okay. So, we click on the legend everyone and we remove this one. Similarly, this size legend is also not uh no worries.

[5:15:43] Okay. So, here we are. This size chart is size legend is also not required. Right. So select this here and close it off. If you will uh click on the legend. Uh have you clicked on the legend by

[5:16:00] Uh have you clicked on the legend by mistake or filtered it out? meaning uh accidentally I clicked on something.

[5:16:23] size also. Just press escape button. Okay, just press escape button and you're good. Press escape few times and your data Press escape few times and your data will be back if the filters are applied.

[5:16:35] Now we have sales and profit color card here. This is what we need because remember this sales uh sales legend belongs to the state one. Profit legend belongs to the state one. Profit legend belong to this one.

[5:16:54] one by one. First we will go to the sales legend. Sales color legend sales legend. Sales color legend everyone.

[5:17:07] any of the charts, for example, for example, for uh the city map, you want to bring back the legend. So, you have to select the city map and here there is

[5:17:20] a drop-down. Okay. So, do you see a TV icon? just left of the TV icon in the quick access toolbar. You can go to the drop-down and ask it to add whatever

[5:17:32] drop-down and ask it to add whatever legends you want face of the dashboard. They are still there. All right. So, let's bring everyone our sales legend uh sales legend here.

[5:18:04] in Excel and PowerBI we can group them together so they move uh together here together so they move uh together here right but uh in uh Tableau what I have seen is it doesn't give you option to uh actually combine these here it does give

[5:18:19] us option uh for grid lines and others. Okay. So, we can go ahead and uh show the grid lines and all but it doesn't give us option to do anything

[5:18:31] else like grouping. Absolutely right. So, let's click on the sales and drop down here and float everyone please.

[5:18:49] There are workarounds in Toshian Tableau. There are workarounds. too when it will remain fixed and they will actually move together. So there

[5:19:02] will actually move together. So there are ways to do that but advanced ways. dashboarding we will learn about that too. All right everyone. So here uh bring the sales everyone.

[5:19:18] sales everyone. bring the sales here. Similarly, go to profit, make the profit floating. Go to profit legend, make the profit floating

[5:19:38] profit within uh their charts, please confirm. within uh their charts, please confirm. Right click floating dragon. Okay. Uh

[5:19:50] have you observed something here? We have done so much work here. Okay. Removing the legends from the right hand side. But still this space is not side. But still this space is not utilized.

[5:20:06] why this space is not automatically utilized. Okay, if these are tiled and they're automatically placed here, they should automatically move towards to go should automatically move towards to go ahead and uh occupy this space, right?

[5:20:19] So how it is not done. Let's first understand this here. Okay. So because you I think you have removed it by mistake. So let me show you what we have removed here. Go ahead everyone and click on this blank space right now.

[5:20:34] and click on this blank space right now. Go ahead and click on the blank space. When you click on the blank space, you will see a blue colored container. So far, we have only seen gray colored containers.

[5:20:47] For the first time, we are looking at a blue colored container. What's a blue colored container everyone? A blue colored container can hold multiple objects, multiple charts, legends, images at once inside it.

[5:21:03] I will tell you you why. Remember I have asked you all to remove uh the legend one by one. So you know by accidentally removing only the legend you have also accidentally removed this blue colored container also. That's why it is

[5:21:17] automatically utilized. Okay. So when you are removing you have to pay attention. It is gray in color. Since I have not told you that it's fine now we know. Okay. What is this container? So Santo this container is

[5:21:29] your answer. Okay. This is your either a horizontal container or vertical container. These containers can go ahead and keep multiple objects inside them at once. Now when you move the container, all the objects will move together

[5:21:51] this container is automatically added whenever we have legends here. Okay, anymore. So you can click on the white space and uh remove this blue colored container from here. So simply click on cross everyone cross it off.

[5:22:20] Once automatically everything is resized, you might have to go ahead and resized, you might have to go ahead and place your legends again.

[5:22:44] So right now what we have here is a very simple dashboard ready. Okay, a very simple dashboard ready. Okay, a very simple dashboard is ready everyone.

[5:23:03] do does uh okay first please confirm anyone needs any help right now regarding this dashboard everyone is your dashboard ready because we next we your dashboard ready because we next we will move on for

[5:23:20] remember you that you need help anyone else need help or any kind of repetition you want from me here. All clear. dashboard is created, we will now go ahead and create the storyboard. Let's

[5:23:35] add the storyboard everyone. How do we add a story board? So you can see uh the icon here on the right hand bottom corner. There is a story book and a plus icon, right? It looks like a book icon and a plus. We also know we can go to

[5:23:50] the quick access toolbar and there is a plus drop-down in here also there's a new story. So how new story icon looks like a book and a plus sign. So go ahead and click on new story everyone. Very good. The moment you will click on new

[5:24:06] story you will understand here that now this is again a new interface. Yes it this is again a new interface. Yes it is. Now in this uh story here the first attention uh uh first attention goes to the story one written here. This is the

[5:24:20] uh your story title. As we had worksheet titles, dashboard title, this is the story title here. So this is basically name of your presentation. On the left hand corner here we can clearly see it says story and the layout

[5:24:34] of the story. Now in this story there are blank and duplicate story points. And here you will see the list of sheets and dashboard both. Now observe here

[5:24:48] inside the dashboard we have only sheet in the list that we can add in a storyboard in a story board we can have an entire dashboards more than one dashboards also and more than one

[5:25:00] sheets. Inside the story board we do not have many objects that we can add inside it. Okay. We can only add a text box if we want to add extra. Below this text box here we have check

[5:25:13] and check for the showing the title here. And then here we have a story here. And then here we have a story size. The story size concept is again similar to the dashboard size for now observe on your own screen. Everyone,

[5:25:29] can you find out that on your screen right now right hand side of your screen there is a there is a vertical scroll bar.

[5:25:42] Also observe on the right hand side there are some gray out grayed out uh screen is there. When you scroll down you realize that this dashed canvas

[5:25:55] has a different size here. Okay, it is not within the same sheet. So now this size of the story board depends on what kind of report are you creating. Are you creating an A4 size report or are you about to share simply print out of the

[5:26:11] print out of the sheet here or you required to create a long PDF about it? Accordingly you have to can go ahead and select the size. For now we will go to the story size on left hand bottom corner of your screen. So everyone

[5:26:28] listen to me very carefully and do not panic click and what I say observe here panic click and what I say observe here is lot of your panic clicking. So instead of doing that listen first click later. Remember on the first day I told

[5:26:41] you see and observe first and click later. So what I'm saying right now left later. So what I'm saying right now left hand bottom corner of your screen you will find a story drop-down once you found the object then only you click you

[5:26:57] don't click click click click and move okay first you found it then you click once you click on the story drop-down size you will see story drop-down then

[5:27:09] you will find fixed size dropdown go to fixed size dropdown and select automatic. So it will become automatically the size of your screen. Let's do that everyone. A story drop down fix the size dropdown.

[5:27:24] A story drop down fix the size dropdown. Click on automatic.

[5:28:13] automatic is there, you'll realize that now it is within the screen. Now very small space here, don't worry about it. Once it goes to a bigger screen, it will be stretched out. If it goes to a smaller screen, it will be smooshed in.

[5:28:29] That's how the automatic works for now. So for a basic storyboard, this works So for a basic storyboard, this works for us. Step number one, how do we add for us. Step number one, how do we add anything here as a first slide? Okay. So

[5:28:42] uh which one of these maps would you like to show as a first slide? Remember that it's it's a it is a story board. What is the most important part

[5:28:56] of telling a story from a data? What does this even means? When we say it's a story board, are you here to tell a story? We are talking data analysis here. Then why we call it a story?

[5:29:20] So now here start, middle and end. Very good. So let's understand what a story is. Okay, bear with me for five more minutes. Then I will take you to to the technical part here. I can we can create a story in 30

[5:29:33] seconds right now. But why and how to create it that you have to decide at the end. So give me 5 minutes and listen to me very carefully. As Chandana as Vun something. Chana is saying that yes there is a story. Remember that we go to

[5:29:48] the literature part here. What is a story? A story is uh something that has an objective to uh that has an objective to fulfill fulfill at the end. This story should have a proper start. It will have a middle which we call as

[5:30:05] description and uh then it will have an end. In professional setting when we are trying to tell a story from the numbers a start simply means to tell them the problem. Tell them the problem. for example that we had a problem uh we had

[5:30:23] 10 4% defective laptops from the product the production line. So we had 4% the production line. So we had 4% defects coming up in the laptops. So if the 4% uh laptops were defect defective there we went ahead and collected data

[5:30:40] from multiple production lines and our analysis tells us here now comes the description part here and we will tell them that this was the process this was the process and this were the findings these were the findings that these many

[5:30:56] production lines have this much this was the average and like this okay once you will tell them the middle part. This was the process followed. This were the findings and at the end here you will go ahead and give them the conclusion or

[5:31:10] ahead and give them the conclusion or the final result or final decision made and how did that final decision will go ahead and affect the future. Okay, how do we go ahead and get better reduced percentages and more?

[5:31:26] Okay, so a story will always have a start, middle and end. Now when we say that tell uh data as a story it means our objective or context is very important. What is the context of the story? Remember that those who are

[5:31:39] sitting on an um the end to take decision they're not interested that you created a line chart or why you chose a scatter plot. They're interested in what was the conclusion of that chart. That's why you must have noticed from day two I

[5:31:53] am also focusing on to read the chart and get a proper conclusion out of that because that's the part of your story. This is how you connect the dots over the line and tell them this is how the objective or context is solved.

[5:32:08] storytelling. So you tell them that see this much percentage of laptop are defective. We went inside we collected data from uh that many branches that many product lines. We figured out these are the defects in production line ABC

[5:32:22] are the defects in production line ABC of plant 123 and uh then we went ahead and figured out this is the issue maybe uh let's say the issue was uh we figured out that these many were hired staff workers were hired but they were not

[5:32:36] trained properly due to too much pressure of production. So if we go ahead and spend in training this much uh 15 days and this much money we will be able to reduce the defects thus reduce the uh reduce our loss.

[5:32:51] So you have to just go ahead and string up an entire story like that. So they interested in data but they are not interested in every calculation we did. Okay. They are more interested in how do they make a decision. So on basis of

[5:33:06] that you will decide how you are going to use your powerpoints or story board as your Q card. So you're not reading here you will use this as a Q card and you will string them up in your story. Okay. So that's how we are going to

[5:33:22] decide that which chart should come before. Okay. So of course we don't have have a solution here right now but uh I hope you get the gest here.

[5:33:36] very good uh way to conclude it. A quick oneliner on data analyzed news headlines and any gray area found any anomalies found and what is the fix here and what is the final result right so that's the start middle and end

[5:33:52] very good thank you very tell a story everyone so how will you start telling about your data now which start telling about your data now which chart should come uh here.

[5:34:17] data belongs to past four years and we are trying to analyze the sales and are trying to analyze the sales and profit of it from past four years. profit of it from past four years. What would you like to tell them first?

[5:34:38] Sales trend right the flow of business. So we over the time how things were going ahead right. So first we will go ahead and show them sales trend. Why sales trend? In sales trend here we can clearly tell them what happened in each

[5:34:53] year and over the year and okay so we are telling them what happened each year. So just double click on it everyone and it will be automatically added that is one way to add the slide in the storyboard.

[5:35:09] Talking technically technically double click and the slide technically double click and the slide will be added here. This is one way to will be added here. This is one way to add it.

[5:35:22] edit here. Right now in top of the slide here you have add a caption. It is same as PowerPoint everyone. I'm sure all of you either used Google slides or MS

[5:35:34] PowerPoint or some other presentation software where at the bottom there is notes section right. So about this particular chart we can go ahead and click anything that we want. We can give it a caption. So for example I'm simply

[5:35:49] going to see uh okay this is the trend we are showing right now. So I'm simply typing one dot trend. You can write entire descriptions into it too. Entire descriptions of this

[5:36:02] chart or whatever message or script you have here. You can write the entire script too. It have has enough space. You can okay it can be long this long You can okay it can be long this long too. You can resize it. See,

[5:36:16] you can resize it. So, you can type entire paragraphs here. Right now, I'm simply typing one trend to show you an example.

[5:36:32] to do that? Double click on sales train and add in the caption box.

[5:36:48] ways to add the sheets here. So I'm going to tell you uh uh different ways going to tell you uh uh different ways to do that one by one. Okay.

[5:37:06] add the next chart here? Now in the next chart here we are going to tell them how we have been doing. Uh now once we tell them this is how we did all in each year. Now we tell them this is how the uptrend is going on. Now how we can add

[5:37:21] the next slide here. To add the next slide another way to add it you can drag and drop on right side of the caption box. See and observe. You can also double click. Okay. Double click also adds it here. Another way is drag and

[5:37:38] drop on the right side of the caption book box. When you draw try to drop on the right side of the caption box, see that two uh triangles are here, right? These are telling you the placement before after before after. Currently I'm

[5:37:55] keeping it after the first. And here we are. You can also double click. Double click also adds the chart. Okay. So this is the second chart. Here I'm simply going to type two here.

[5:38:13] we are doing across the geographical locations. So now I'm going to simply double click on sales profit by city. Double click on sales profit by city. Double click here.

[5:38:29] adding more charts. So first I have added year then I have added quarter and year then here uh okay I have added here line

[5:38:41] chart the quarter trend here and the third here I have added the city map I have added the city map let's add first perend I will tell everything here right uh the third one

[5:38:57] everything here right uh the third one is city up.

[5:39:15] yes, then I I am just writing city map here. You can write any descriptions here. I've copy pasted in the chat just above your message.

[5:39:30] category and subcategory everyone. So now we will go ahead and first we will double click on sub sales by category here.

[5:40:11] after subcategory now we will add the dashboard.

[5:40:28] after subcategory. Now we add the dashboard.

[5:40:42] Take your time. Add everything here one by one. You can see and read this here. Double click will add. Click on the caption here and you can type. Once you

[5:40:54] type, press enter and double click again. Add all these six and let me know yes, you're ready. Then I will show you a few more things about the caption boxes. We'll also go ahead and see how we can reposition the

[5:41:08] sequence. And uh if you want to delete how we can And uh if you want to delete how we can delete it too

[5:41:29] Okay. Let's give a very good let's give other few more seconds here to catch up other few more seconds here to catch up with us.

[5:42:23] category. Open category. This is category pie chart. and sequence them everyone. So maybe we don't want to talk, we want to uh show

[5:42:36] them city map first, right? So just go ahead, select the city map, drag and drop, drag and drop and see the sequence has changed now.

[5:42:54] now because I already have category in dashboard, you can just hover the cursor over the caption and click on it and it will be removed.

[5:43:07] There is this X here. You can go ahead and click on X. It will be removed. can use the arrow signs here to navigate. See,

[5:43:22] we can use the arrow sign arrow signs here to navigate. Okay. Now talking about these caption boxes here. If you have too many things to write in a caption box, you can increase and decrease the size here that we have

[5:43:36] already seen. But what if you don't want you're about to present these uh this share and someone will sit in their office and look at it. Instead, you're about to present it. In that case, if how do we go ahead and get rid of the

[5:43:52] caption boxes? We don't want them to show how many slides are there. So everyone we have a layout. So this is a story. On the right hand side we have

[5:44:08] layout tab. So let's click on layout tab here. Layout tab is very simple for the story board. Story has not many options here. So you can see the navigator style by default is caption boxes. Now let's

[5:44:24] default is caption boxes. Now let's explore these one by one. explore these one by one. We have numbers.

[5:44:43] only numbers. Okay, these also can be dragged and dropped easily wherever you want. Then we have dots. You have got dots here. Okay. Now you

[5:44:55] cannot move these dots. You cannot drag and drop them. You want to drag and drop use caption boxes or you can simply have arrows. Okay. Where the slide number will be written and arrows will be given. So now it

[5:45:11] and arrows will be given. So now it depends on you what you're looking for. depends on you what you're looking for. Okay. edit your storyboard, use caption boxes. If you're presenting you can use dots or

[5:45:25] numbers depend on you. This is the navigator style everyone of the storyboard. Few important part about the storyboard here. You cannot edit the charts inside it. Okay. You cannot edit the charts

[5:45:39] inside it. Nothing can be edited here. You have to go to individual dashboard and map to edit them. This is just a copy paste here. However, if uh they will still interact with each other, the interaction will still be there. How?

[5:45:54] But we cannot edit them right here. Okay. dashboard or here automatically everything will be reflected here. No

[5:46:09] everything will be reflected here. No need to refresh or do anything else. Now if you're thinking that dashboard is not looking good, it is a smooshed in

[5:46:23] and the charts are very small. In reality in uh that dashboards that we see are huge and uh there are many charts and objects inside it. I completely agree with you. Reason is currently we are in the designing or

[5:46:37] developer mode. Which mode we are in? Developer or designing mode right now. So let's go to the presentation mode here everyone. To go to the presentation mode here in the quick access toolbar we have a TV icon. Go ahead and click on TV

[5:46:53] have a TV icon. Go ahead and click on TV icon everyone. created the dashboard. This is dashboard.

[5:47:16] We just added the dashboard inside the storyboard. presentation mode. I hope you are all able to find the icon here. A TV icon on the quick access toolbar.

[5:47:31] It looks good right now. Your dashboard looks like a dashboard. Now when you go ahead now see this looks like a pure PPT. Yes it looks like pure PPT here you can go ahead and explain whatever you want. The best part here is

[5:47:47] in the dashboard everything works well. Okay. Everything works well. Whatever you want to show them you can show them very easily.

[5:48:09] don't have time to create a story board but you still have to present your data lot of times right that they work in progress that they but they want to see what is happening right now you can still go into the presentation mode and

[5:48:23] observe the left hand bottom corners everyone do you see that do you see the sheet names at the bottom of his screen.

[5:48:38] Yes, you can go ahead and show individual chart like this too. individual chart like this too. Same as a presentation mode.

[5:48:54] the story board. You can simply go ahead and show uh these sheets one by one and and show uh these sheets one by one and go go back to the dashboard.

[5:49:06] story board. Okay. Because when you share it with others, you don't share the individual sheets

[5:49:18] with them. You will either share the dashboard with them or the storyboard that was specifically within the view rights and not more than that. Okay. How will you get out of this everyone? How do we get out of the presentation mode?

[5:49:39] function key F7. Okay. So you can also go ahead and press function key F7. Depends how function key works on your keyboard hand bottom corner. Okay. So you can also click on right bottom corner here.

[5:49:57] Why? Because the mo most important part is how to work with multiple data set in real environment. So far we have worked with only one single file and let's say

[5:50:10] how do we go ahead and prepare data in Tableau. Remember the steps that we have discussed on day one. You have to first import the data from multiple sources in real world in real time work. So when you are having data from

[5:50:23] multiple sources, it means you have multiple different sheets, multiple different tables. Maybe some are Excel sheets, some are CSV, some you might be getting from a some data you're getting from a server, a SQL server or a cloud,

[5:50:36] right? So we're getting from somewhere in that case here. in that case here. How do we deal with that? So let's understand everyone now. Yes, we are moving to the new topic here. So

[5:50:49] we are uh we will listen and answer. So everyone be active in here. We will see, everyone be active in here. We will see, observe and interact. Okay. Very good. So right now here when uh see whenever we are working with multiple files here,

[5:51:02] we are working with multiple files here, multiple files here we have few options. What are the few options here? Either we are going to have multiple sheets inside an Excel workbook or we can have multiple Excel

[5:51:15] workbook or we can have multiple Excel files in a folder or we have CSV file here and multiple CSV files in a folder or any text files in a folder or maybe we want to go ahead and connect with any SQL server or a cloud outside. Okay.

[5:51:33] Now if that is the case here, how do we connect them together? So to connect these multiple different tables together, we have four ways to do it. Basically three ways to do it. The first way here is we can simply go ahead

[5:51:49] first way here is we can simply go ahead and merge all those tables into one single big table into one big single table. Okay. So for example, let's say I have two tables here right now is student

[5:52:02] ids. So uh you all are learners here, right? So let's say your data is being collected. So one data contains your personal data set.

[5:52:22] registered for the program they asked for the list of multiple personal details here. So they provided you with their student ID. Then they have your entire name. They have your contact detail. They have your email there. They

[5:52:35] detail. They have your email there. They might have asked for your uh educational qualification, right? Graduation, post-graduation. They may have asked for grades. So likewise they and your address and more. So likewise the one

[5:52:52] table first table contains here your personal details. Okay. Now this uh this registration details here. Now which program you have opted for. Now there is

[5:53:05] another table everyone. This table contains again your ID here and now it is it contains program ID. It also contains the course ID and then uh what was your attendance whether you have submitted the project or not here like

[5:53:20] that. So what is your progress in the program currently and of course it will program currently and of course it will have your uh date of submitting your project. It will have at which date and which batch did you join and more.

[5:53:34] So you here you have program details about it. Now let's say the LSM has a job right. If you have not submitted your project yet they will call you up right. So LSM is not provided immediately with your entire detail here

[5:53:49] immediately with your entire detail here personal details. But right now if uh they read the table two they know that uh you have not submitted the project. So how will they will go ahead and contact you back?

[5:54:02] contact you back? So they uh how do they know? the list of ids who have not submitted the project yet. So should they pick up

[5:54:16] the list of ids here and go back to this table and find each ID manually one one by one and then pick up your contact number. Does this fine right to you? Does this sound proficient to you that get the list of ids, copy paste them and

[5:54:32] then match them in the next table one by one manually. Does that make sense?

[5:54:46] ahead and pick up the contact number from here and uh merge it in this particular table based on ID of course. So based on the

[5:54:58] student ID since the student ID is common in both the tables. Can we go ahead and get the customer contact details right here?

[5:55:11] immediately we'll have list of contacts too. columns from here to here based on common column this will solve our entire

[5:55:24] issue. So we we can actually in real time also we can go ahead and merge the tables into one single table one big table. So all the details are present in one single table.

[5:55:36] This is done by joints. So this technique is called as joints and we always join it by the common column because unless we don't have a reference we cannot connect them together. Okay. So there are majorly four type of joints

[5:55:51] left inner and full outer. We will see them in detail later. Same as SQL. Absolutely right mastery. Same as SQL same concept. The second way is that what if I have got 10 separate Excel tables. Does it make sense that

[5:56:08] Excel tables. Does it make sense that you will go ahead and you will go ahead and merge all those 10 tables as one big single table with hundreds of columns? Does it make sense

[5:56:30] hundreds of columns? No. So in when we have too many tables, it is called as database. So when we have too many tables like this, we have too many tables like this, we simply go ahead and relate them together

[5:56:45] and create a data model. What is a relationship and a data model? we simply go ahead and connect them on the basis of common column. Right? So now uh now what we do here is we will go ahead and figure out okay that these are the few

[5:57:00] major tables whose data gets updated frequently and uh other tables have some fixed dimensional details. So what we do is we find out the common

[5:57:12] columns and we connect them together with the common columns and we save the relationship that see these are the common columns between these two tables. So whenever I require to create a chart using these two or

[5:57:27] three tables together I will recall this connection. So we say only that the logic of common columns that these tables have these common columns that's tables have these common columns that's it. So in relationship what happens? The

[5:57:41] table will remain intact and separate. All right? And only the uh relationship value is saved. Relationship value means what is the common column between the two tables. So that is relationship.

[5:57:56] So these are the two ways here. If we have few number of tables, we can join them together create a big table. If we have too many tables around, we can go ahead and simply save the uh information about common column that is called as

[5:58:10] relationship between two tables. What is the third way here? Third way is very simple. That is called as union or append. Let me explain this to you. It is very easy. Okay. What is union or append concept here? Let's say you get

[5:58:25] data in every quarter. So you got quarter one data here. This is your quarter one data here. This is your quarter one data. Then you had a quarter two data here. And those who are already working in the

[5:58:38] professional setting, you know that when you're getting data every month, the uh table name of table columns remain same. Yes or no? Name of columns inside the table remains

[5:58:51] same because you get the same data every month in the same template. Right? only the data in the rows will get updated. The sequence of the column name of the column it remains same every

[5:59:05] day. So when you get so let's say you have you get receive CSV files every time or Excel files every quarter. Now what you are supposed to do here at the end of the quarter okay they will tell you that okay why don't you go ahead and

[5:59:20] compare yearly data from the server and quarterly data that you have received. This task is given a lot right that go ahead and compile your quarterly data get yearly data from the server and now compare whether they're the same or not.

[5:59:35] How many have done this report? This is a very common report that has been asked a very common report that has been asked in annual reviews to compare and match.

[5:59:49] have never went to work on this trust me this is coming for you. Okay. because easily. So here we are. So this is quarter 1, quarter two and quarter three here. What do we do with that? So we will merge

[6:00:06] them together. But how do we merge them together? By simply going ahead and copying and pasting them below. Right? How we can make it one big single table everyone? If the column name are exactly similar,

[6:00:21] we can simply go ahead and copy paste the rows one below the other that is called as union. That is called as union or append. What is union

[6:00:34] append? Copy paste the rows one below the other. the other. Do you understand the union option here?

[6:00:56] right. Remember that the data preparation concept is similar everywhere. You go to Snowflake, you go anywhere, any database, it is yes. Uh so union is called as append.

[6:01:10] So in SQL it is called as union. Tableau calls it union. You go to any other SQL server, it is called as union. Only in PowerBI and other Microsoft softwares, it is called as append. Same thing.

[6:01:26] Same thing. Okay. Very good. Glad to see that here. Now, uh when we combine all the three, when we combine all the three here, uh when we combine all the three here, uh we can create a data model. Okay. If we

[6:01:39] will choose all the three, if we go and choose either all the three or just one, at the end we create a data model. So this is what we are going to see one So this is what we are going to see one by one everyone. Okay.

[6:01:56] even if you place them separately. Doesn't it? Even if you're placing them separately, how will you merge them together? How will you work with them together? So you have to go ahead and append them

[6:02:09] together. Copying and pasting is a way of me telling you what is meant by of me telling you what is meant by union.

[6:02:22] copying and pasting the row one below the other. So it merges and create a big table. Of course the bigger the table, larger the memory it will uh occupy

[6:02:34] and it doesn't have a space issues. I will tell you why. Because Tableau, PowerBI, any other BI tool that you see in the market, they have no upper cap in the market, they have no upper cap that how much data they can stream.

[6:02:48] They can have live data there, live big data there. WhatsApp big data using data there. WhatsApp big data using millions of updated rows having frequ millions of updated rows having frequ velocity and veracity and volume of data

[6:03:02] coming in every minute in millions. So it can easily handle that. Okay. See Ram Google that and find that on the Tableau workbook. Okay. It changes for business users and for Tableau license it gives you a

[6:03:18] business license and for businesses and organization they give a custom book of multiple application collaborating together. It is not a single cost but you can go ahead and find that out on their website. So first here is we

[6:03:34] will go ahead and understand the concept of joints. As I what I gather here is right. Remember this is the concept that will follow you for entire life. If you stay in the same domain of data analysis and

[6:03:47] data preparation. So we are going to learn joins for the first and for the last time. After today there will be absolutely no confusions and no absolutely no confusions and no revisions required. Clear? And how we

[6:04:00] will make that happen? We'll make that happen with you following up and interacting with me. Okay? You have to just see, observe and interact. Whatever answer comes in in your mind, just tell me. Okay? All right. Now, see and listen

[6:04:15] very carefully everyone. Those who already know about it, very good. Okay? If you don't know about it, it stay there and for 15 minutes, I'm pretty sure you will learn something good. Right? So, see here we have two tables.

[6:04:28] Okay? Table one is there. It is an order table. So we have order ID, customer ID, product and price. On the right hand side we have table two but we are on the right hand side of the screen. We

[6:04:42] calling it a left table because it is on the left hand side of the screen. This right table here contains customer details like customer ID, customer name. We can have customer contact number, customer address and more.

[6:04:55] If you will see it very clearly here, this orders table right now contains uh what order ID, customer ID, what product they have bought in, what was the price of the product they paid, right? If you will look at customer column here,

[6:05:11] customer table here, customer table only contains customer ID and name of the customer. So only one extra column is there. So why not we go ahead and pick up this customer column and add it in the orders table. So we don't have to

[6:05:26] the orders table. So we don't have to deal with two tables at all. Right? Because we since we already have customer ID, we don't need customer ID column. We only need customer name. So

[6:05:38] if I go ahead and and pick up this column from here and add it pick up this column from here and add it here, is this correct?

[6:05:54] Is this correct way to merge these two tables? Especially those who are learning for the first time, pay attention and

[6:06:06] answer. Keep answering. Is this right way or not?

[6:06:32] into a single table. So, is this the correct table now? Do we have correct correct table now? Do we have correct data everyone?

[6:06:45] ID is different. Why customer ID is different? Because same customer is purchasing same customer can make one or more purchases. Absolutely right. It is not given that whatever customer sequence we have in

[6:07:00] the same sequence they will buy also and every customer will buy only once. Right? Hash the question is simple here. If these are two tables right now, if I go ahead copy the customer column from table two to table one like this, is

[6:07:16] this the correct way to merge both the tables? That was the question, right? So the answer is no. Why not? Because see here

[6:07:28] answer is no. Why not? Because see here uh is the CR1 John? Yes. But CR1 is buying again and in front of CR1 now we have another name. Similarly here we have few uh null values here. Why?

[6:07:42] Because here customer ID will repeat. They will buy multiple times. So this is not the right way to just simple copy and paste. So what is the right way? Then the right way to get here is we should go ahead and get the data by

[6:08:00] matching the customer ID. Right? Since we have common column, we can match the we have common column, we can match the customer ID. So if we read CR1 here, we will go ahead and find out who is CR1 here. John. So now we can copy and paste

[6:08:14] here. Now I will go ahead and get the name Now I will go ahead and get the name here. This is CR1. CR1 is John. We will copy paste it here. Now we check CR2. Who is CR2? Everyone Peter, who is CR3?

[6:08:29] Who is CR4? So likewise we'll go ahead and pick up the names by matching the and pick up the names by matching the customer numbers. Now tell me do we have customer numbers. Now tell me do we have the details of CR6?

[6:08:46] the concept that's why I'm not going there. But you're absolutely right.

[6:09:01] Do you give your personal data every time you buy something from some store? here. Fine. So what we should write in front of CR6

[6:09:32] can we simply see keep it null? No, we don't give XYZ. We keep it null. Null means we don't have information. Right? Now remember that any kind of a standardization of null can be uh utilized. Someone can write na as

[6:09:46] Santosh is saying unknown that can be used too. Okay. So uh sometimes it is written error. So multiple different standardization will be followed

[6:09:58] standardization will be followed because wenut CR6 has bought inverter but they have not given us their name. They didn't register and give us their names. Okay. They haven't shared their name.

[6:10:11] That's why we don't have their name here. here. What we just did, what we just did What we just did, what we just did everyone, this is called as left join.

[6:10:24] Why this is called as left join here? because we were focused on keeping all because we were focused on keeping all the rows intact from the left table and the rows intact from the left table and we went ahead and bought only matching

[6:10:38] values from the right table. We bought only matching values from the right table. So if the value was matching, we bought it here. That's why this is left join. You must be thinking what do you mean by matching

[6:10:52] be thinking what do you mean by matching values here? Let me remind you here. values here? Let me remind you here. Have you uh even once thought about CR5? Have you even once thought about CR5 while retrieving and matching?

[6:11:13] were focusing on getting uh only the matching value. So if the value was matching from the left table, then we were fetching the details. Since CR5 was

[6:11:25] were fetching the details. Since CR5 was not in the list, we never looked for it. Okay. And we left it behind. This is called as left join. So a basic V lookup called as left join. So a basic V lookup in Excel is actually a left join.

[6:11:39] Those who know Excel, uh you know what I'm talking about. In general, the I'm talking about. In general, the concept is left join. Are we clear now?

[6:11:57] join every time. Why? Because when what we say here is a left table is usually our primary table that which contains our major data to be

[6:12:10] uh analyzed. Okay. So this is your primary table. When what we call is a right table is usually our secondary table or a dimension table which carries

[6:12:22] table or a dimension table which carries some additional data. Okay? For example, uh customer ID, customer name, their address, their email ID, their preferences, right? So this is all additional data and it is kind of a

[6:12:35] fixed data that doesn't change frequently. Okay? that doesn't change frequently. Okay? that doesn't change frequently. is your secondary data. That is why if I have this month whatever customers I

[6:12:52] have, I just want to fetch the details of those customers from the customer entire customer dump. Okay, that in our customer dump do these customer exist? Let's go ahead and find that out. So most of the time that

[6:13:07] happens here. So we have left join 90% of the time. Are is the concept clear of the time. Are is the concept clear about left join and when to use it.

[6:13:27] Now if now this is left join here. So if left join is keeping all the rows from the left side and only fetching matching values from the right table. What do you think right join will be? Can you guess newcomers?

[6:13:42] Those who are reading uh learning it for the right time uh first time. What do you think right join is going to be? We call this left join because we keep We call this left join because we keep all the rows from the left table intact.

[6:14:09] what is right join everyone? Right join is just opposite to left join here. Okay. We will go ahead and we keep all the rows intact from the right table. So see CR5 and everything is all here. Right?

[6:14:23] And now we're only getting the matching values from the left table. And since the right table do not have CR6. See here we do not have CR6. Instead we have a null value because CR5 has not made any purchases.

[6:14:40] This is right join. Right join do not have many practical uses. It is used rarely. Why? Because if I want to go ahead and

[6:14:53] keep this as a primary table, I will keep this as a left table now. Right? So that is why right joint is used rarely.

[6:15:05] Okay. Now what happens with left and uh is are we clear with the concept of right join? A minute Santosh please. Are we clear with the concept of right join everyone?

[6:15:26] join remember that in the left join and the right join cases we are going to have multiple duplicate values. It will duplicate multiple times. We are going to have multiple null values also. Why? Because we might not have the exact same

[6:15:43] answers here. Right? So whether you do the left join or whether you do the right join in both the cases we will have duplicates. We will have null values. We cannot avoid

[6:15:56] that. These null values are infirmative here because they tell us that this C6 has not registered with us. So we can while cleaning of the data if we know about our data set we can actually replace this null by saying not

[6:16:11] registered. So we will have a quick insight that how many people walk in in our store and choose to not register. Okay. In right gen also same concept. Hi Mo left is used mostly because of

[6:16:28] presence of null values. No it is easy way to do it. Lech is used most because this is the most common way to merge two tables. V most common way to merge two tables. V look up mo. Okay. We can go ahead based

[6:16:42] on the common column, we can just pick up whatever data is needed, up whatever data is needed, right? That is left join. Now uh left join picking all uh keeping all the rows from left table. Right join

[6:16:55] keeping all the rows from the right side. What is inner join? Then inner join is fantastic. Inner join will go ahead and keep only matching values from both the sides. So whether it is your uh right join or the left join here

[6:17:14] it doesn't matter if the value common column value is present in both the tables then only inner value will go ahead and keep the data otherwise it is not going to keep any data

[6:17:27] not going to keep any data xookup is easier vookup xookup doesn't give you inner join it doesn't understand join so x lookup is just the easier way to apply VLOOKUP.

[6:17:41] Okay, fetching one column at one time. It uh doesn't do inner join. It give you uh give you an option to replace null value. Okay, but it cannot delete null values or do inner join. All right. Uh so what is inner join

[6:17:57] here? Absolutely no null values here and CR and it will only keep the common values. That's it. So there is no CR5. There is no CR6 because they were not present in both the tables.

[6:18:13] the tables. Yes, this is inner join everyone. Are we Yes, this is inner join everyone. Are we clear with uh here?

[6:18:27] If you have two tables then only you can join them. If something is already one, how do I join it with itself? So in SQL we have a

[6:18:40] self join. Here we don't have a self join. We have a inner join in taboo. In join. We have a inner join in taboo. In SQL we have self join. Okay.

[6:18:57] No samasan it doesn't work that way. You need to have two separate tables. Now uh right now do you think inner join here inner join is capturing your data correctly and completely is inner join a correct choice for these

[6:19:12] is inner join a correct choice for these two tables is this a right way to join the table right now why not why are you saying no

[6:19:24] right now why not why are you saying no why not

[6:19:52] Absolutely right. So here the answer is both yes and no. It all depends on your objective everyone. Now first answer is no. Why first answer is no for inner

[6:20:05] no. Why first answer is no for inner join because inner join uh will actually compromise the data set a lot. If you talk about sales data here we are talk about sales data here we are missing CR5 entirely. If you look at CR5

[6:20:18] missing CR5 entirely. If you look at CR5 CR5 CR6 here has bought uh has given us one of the highest sales. Right? But inner join will go ahead and compromise this data just because name is not there.

[6:20:31] So if you want to uh go ahead and analyze only sales data, inner join is not a good way to go. You can use left join here. However, if we change the join here. However, if we change the objective, if we say we want to analyze

[6:20:45] objective, if we say we want to analyze how many registered customers have bought from us this month. So how many registered customers have done business with us this month? If you want to find that out then inner join is the

[6:21:00] correct choice that if the customer is our member a registered member are they doing business with us on a regular basis or not. If you want to find that out then inner join is the right answer.

[6:21:19] join versus left join? our left table intact and if all the customer ids are present in the second table also we will not have any null table also we will not have any null values. Okay. So left join can act as an

[6:21:34] inner join also. If we have exact matching values then it will work fine. But if we apply inner join okay it will compromise the data set. Are we clear

[6:21:46] compromise the data set. Are we clear right now with the concept everyone?

[6:21:58] last join here? Last join here is the full outer join. Full auto join. Would you like to tell me what do you think full outer join is

[6:22:20] the rows from both the tables are here. Lot of duplicate values. Lot of null values. Completely avoided in real setting. It is completely avoided in the real setting because uh

[6:22:34] as uh some learners said there is a space issue and memory issue with this. Okay. It doesn't it requires lot of data cleaning if we do the full auto join.

[6:22:46] So these are the these are the concepts in Tableau. We in Tableau we have only four joins available everyone. Okay only four joins are available. So let me give you a quick recap here. Uh now I will show you visually

[6:23:01] how the joins work. Okay. So in Tableau here we have four joins exactly these four joins here. Now uh remember uh uh what is a left table or right table? A

[6:23:13] right table is a primary table and then you have a secondary table right and these both should have a one common column. Those common columns are called as keys. Now let's understand the uh inner join.

[6:23:29] What is the inner join here? Inner join that we have just seen. It only keeps that we have just seen. It only keeps the common rows, common columns here. Left join will keep the left table intact. Right join will keep the right

[6:23:43] intact. Right join will keep the right table intact. Full auto join will go ahead and keep all the rows in one single table. So this is these are all four joints. Okay. Now I

[6:23:58] would suggest here if you still have some doubt go through these powerpoints some doubt go through these powerpoints and see visually how things are working. that Excel with you. go through that again and see how do these work at the

[6:24:13] again and see how do these work at the back end. Okay. So this is what joins look like. This is how joints work. So what is uh union everyone? Union or append. Okay. So either uh here we call it union or we simply also called it

[6:24:28] append. Union or append here is exactly the same had any confusion you can see it right now. So we have uh see this is the table from May this is from June this is from July. Also observe that these table have

[6:24:46] exact same table structure. What is meant by table structure? Exact same column names, same sequence of the columns and same number of columns too.

[6:25:00] Okay. If we have all the four columns exactly in the same sequence and same spelling, we can simply go ahead and copy paste these rows one below the other just like this. This is called as union or append.

[6:25:17] Clear everyone? This is called as union or append. This is called as union or append. Yes. Now question arises what if by some Yes. Now question arises what if by some fluke uh the in table three the in the

[6:25:33] place of items type column is there and instead of type items is there then what instead of type items is there then what will happen? Does this throw an error? Absolutely not. So how does these errors are hand uh how does this uh kind of

[6:25:48] error will display out here. So in out here this is what happens. It will here this is what happens. It will actually go ahead and in the place of items and type here below the items it will start typing

[6:26:02] will start typing the type. So for example this is credit uh this is cash this is cash. So it will actually type credit cash cashier and in the type column here it will simply type the numbers that it have right. So no it

[6:26:18] cannot uh it cannot go ahead and actually recognize data type that in few rows data type is different when you append them together. It doesn't throw an error. Okay, it doesn't throw an outright error. It simply goes ahead and

[6:26:33] write whatever is there. This is the problem with union. So as a human being we have to be aware that my table structure here is entirely same. There is one more issue that appears. A what if table name is somehow incorrect.

[6:26:51] What is meant by meant by that? So for example instead of type okay maybe uh some in uh one way they have written types then what will happen? So if there is an spelling mistake it will take that column as an extra column

[6:27:08] and it will create an extra column here called as types. Yes, it will do that. And in this extra column types, it will go ahead and in union errors takes place if your column structure or table structure is not similar.

[6:27:25] It doesn't outright go ahead and give you an error. No matter where you work in which particular BI tool you work no nowhere union or append will give you any kind of error other than showing you there

[6:27:39] are error there is an error in data type other than that it will it won't show you anything all right no understand the difference here everyone

[6:27:53] understand the difference here everyone union is vertical join vertical join union is vertical join vertical join right So what union is a vertical merge you can say union is a vertical merge we are copy pasting them one below the

[6:28:08] other we are copy pasting them one below the other however when you look at join here right now what we are doing in join everyone if we have two tables like sales and profit what are we doing here I have quantity and sales here in front

[6:28:23] of quantity and sales we are extending the columns we are horizontally merging the columns we are horizontally merging them here. Okay. So, join is join goes them here. Okay. So, join is join goes ahead and merge merge columns or you can

[6:28:38] say horizontal merge. Horizontal merge, right? And union or append means vertical merge. It vertically merges them. Vertical merge.

[6:28:50] vertically merges them. Vertical merge. It merges the rows one below the other. Uh this is actually very common question. If you go to any beginners one right it is a very common question asked. Thank you very much. So this is

[6:29:04] it for today everyone. Yes today we ended the concept and tomorrow we start directly with the practice how to do join union and and what are relationships and how do we create the entire data model. So let's have a quick

[6:29:16] revision everyone. So what do you remember about dashboard? What we have learned about dashboard yesterday? How much do you remember? I'm talking technicals. Okay. About dashboard designing what we

[6:29:31] Okay. About dashboard designing what we have learned technical points have learned technical points in Tableau.

[6:29:46] Right? So these were the three major ones. Join, union, dashboard and story. What about the dashboard designing that we have learned? Formatting. Very good. we have learned? Formatting. Very good. What about dashboard formatting

[6:30:10] each uh object a separate border. Although we can uh give uh we can format all the titles at once but we cannot give borders at once. Right? We have to change the size of the layout too. And when we went to the

[6:30:25] layout too. And when we went to the layout, we learned about caption. Oh, in dashboard we have learned about two more things. Remember tiled and two more things. Remember tiled and floating.

[6:30:44] uh keeping the objects. Next is we went to storyboard. The storyboard had caption boxes. We can move caption boxes, add stories from there. It is almost like the PowerPoint presentation

[6:30:56] and then we moved forward understood how to work with multiple files or multiple tables and Tableau. So when we import data and it had multiple sheets or multiple CSV files in a folder, we have

[6:31:10] three ways to deal with it. Okay, first one was join, then we had union. Today we will learn about relationship. But before we do that, what we are going to do today? We are going to see now we uh we have seen four type of joints

[6:31:24] everyone left, right, inner and pull outer. Then we have seen union or outer. Then we have seen union or appendent. So what do we call the join here? Merging the tables horizontally

[6:31:40] Merging the tables horizontally and union merging the tables vertically. So we simply copy paste tables that is union. when we based on common columns when we go ahead and merge two separate tables together that becomes joints. So

[6:31:56] to first what we are going to do today we're going to see technically how can how we can create a join and a union then we will go ahead and learn about then we will go ahead and learn about relationship and uh what is cardality

[6:32:08] why is it important to learn then we will see how technically we can build relationships once all the three are done we will see how by utilizing all three in real time scenario we can create entire data model so this is the

[6:32:23] create entire data model so this is the agenda for today everyone This is what we are going to learn. All right, we are moving forward everyone.

[6:32:36] First we have order details. Okay, so let's go ahead and we will bring primary table first. The table you will uh Okay, first we'll bring the primary table and secondary tables. Chandana files are in session material data prep folder. Have

[6:32:53] you ever downloaded that data prep folder? that I'm going to talk about. Order details and customer details.

[6:33:14] never downloaded that. Maybe this is I'm sharing here again.

[6:33:27] It's okay. I'm still sharing it in case someone else uh require it. Okay. All right. So, step number one, we have Excel worksheet. Okay. So, remember that we will order details is the primary table. So, that is the first

[6:33:40] table we are going to bring in. So, let's click on Micros Microsoft Excel. Everyone find where your data prep folder is.

[6:33:52] or wherever you have downloaded customer details and order details. I want you to pick up order details right now. Okay. So, go ahead and pick up order details So, go ahead and pick up order details right now.

[6:34:10] have clicked on open and you can see all the details [clears throat] serum just scroll up you will find the files plus these files serum are already available under the data prep folder under session materials it has been shared since day

[6:34:23] materials it has been shared since day one once we have connected with Microsoft Excel orders table here we can see we

[6:34:35] have four column and six rows it is the same data we have been working on same data we have been working on yesterday. Right now here we can uh go ahead and uh and collapse the fields. Here we can see

[6:34:48] collapse the fields. Here we can see this is the field. Now there are few things that we uh need to understand about tab 2. Technically right now this is the file path. This is in this file path. This one Excel uh is there only

[6:35:02] one sheet of data is there. And right now we can see orders is currently read by Tableau. So when you go ahead and share orders from the left hand panel into this white space we are basically asking Tableau that go ahead

[6:35:18] basically asking Tableau that go ahead and now read this data set until your file is sitting right here right here in this gray box. It means it is Tableau cannot read it. The moment you place the it in the white space here then this uh

[6:35:35] then Tableau reads your data set. Okay. Now this space here

[6:35:50] this here is when you when we are bringing the orders here when Tableau reads this data set that does not mean Tableau automatically saves this data in this workbook. Why? Because the space that you see here, okay, which we keep

[6:36:03] calling it wide space, this entire space, this is called as logical layer. space, this is called as logical layer. This is called as logical layer.

[6:36:18] So this is logical layer of Tableau data source. In this here only the logic is saved. What logic is saved? If you hover the cursor over the orders, it says it's a logical table. Just hover the cursor, please. Just hover the cursor uh over

[6:36:31] the orders blue colored box here and immediately it is going to say that it's immediately it is going to say that it's a logical table called as orders and below that it is writing doubleclick this logical table to see its physical

[6:36:45] this logical table to see its physical table. So in here in Tableau data source there are two layers of memory. One is the logical layer of the memory. Second is the physical layer of the memory. What does that exactly mean? Let's

[6:36:57] understand. to understand what is the physical layer and logical layer. Understand it like that. If I am sitting at my home and I'm thinking about I want to buy a mobile with that particular mobile I will buy this particular cover

[6:37:10] mobile I will buy this particular cover and these accessories. So logically in my mind I have everything set up and I know what I want to buy. So that's simple logic is there that this is the mobile uh series. This is

[6:37:24] the accessories that go compatible with it. I have all the information with me. it. I have all the information with me. Yes. So I have got mobile information and what goes uh with it any accessories that I can attach with that mobile. But

[6:37:38] that I can attach with that mobile. But that is just logical there. That is just logically with me. But uh once I have physically mobile and accessories in my hand physically then I can go ahead attach them together and use that mobile

[6:37:52] accessories. So same thing happens in logical layer and physical layer. In table. Tableau is simply looking at the table previewing the table. When we go to the physical table, Tableau actually goes ahead save the table and it can now

[6:38:08] physically merge the tables together. So from multiple tables it can actually go ahead and make one big single table by joiner union. Until then in logically it will simply go ahead and preview the tables. Okay.

[6:38:23] go ahead and preview the tables. Okay. So that's how it is going to go. click on orders. Everyone go ahead and double click on orders to

[6:38:37] go ahead and double click on orders to go to physical layer.

[6:38:52] go to physical layers. Physical layer everyone. Double click. And once you doubleclick, can you explain what changes on your on your interface? Just double click on it and tell me what changes on your interface.

[6:39:17] You have to double click on it. Multiple things are happening. Observe. written there. It's a gray colored box. There is a drop-own visible right now.

[6:39:30] Right. Very good everyone. So we go to the orders here. We double click on it. The moment you see right now what we have, we have a plain white background and a blue colored box with a black border. The moment we double click on

[6:39:43] it, observe very closely observe. It is very important. First thing it is doing here is writing order is made of one table. Now orders is written in a gray color box.

[6:39:57] Outside that obser also observe there is a box. There is a box around it. And a box. There is a box around it. And this box has

[6:40:20] late so please wait let me at least complete the topic if you don't understand it because you were 20 minutes late okay we are continuing from yesterday give me 5 minutes I will share everything again all right so there's a

[6:40:35] cross sign everyone uh go ahead and click on this cross sign uh go ahead and click on this cross sign and tell me what happens

[6:40:54] Go ahead. Click on the cross sign and tell me what happens. we are back to logical layer. It is called as logical layer.

[6:41:06] Right? Can you go back to physical layer? Another way to go back to physical layer, you can go to the drop-down or right click and open. Either you right click on this or open or go to the drop-down and open. Both

[6:41:21] are the same thing. Go back to physical layer everyone. Very good. Santo, Vishal, Rashmi, very good. Very good. Sasan,

[6:41:43] at physical layer. Now we are at physical layer. At physical layer here we can go ahead and join tables together. Now how do we join table together? We want another excel from the same source. Same source means your

[6:41:57] same source. Same source means your system. So when we want another table from the same source, we will go ahead and click on add. Why? because the file path and the connection is already established. So we don't have to

[6:42:11] establish the connection again. We have to we can simply keep on adding more files from same connection. So now we will get our customers table everyone. For that we click on add here. Let's click on add.

[6:42:29] connectors will be here. We will click on Excel again because the next file is also Excel. So click on add, click on Excel and this time you will find customer details. Click on customer details and

[6:42:44] details. Click on customer details and click okay everyone. you present yesterday. So yesterday we learned about join. So today we are looking at how to join two tables technically in Tableau.

[6:42:59] know. So first we connected with order details details. That's what is happening right now.

[6:43:19] So we get to customer details and we click open everyone. The moment you do that what do you see on your screen?

[6:43:34] Pali. It's okay. I understand that. So, this is what is happening. Okay. So, we are currently doing join. I suggest Pali follow along when I do unions right now because I'm already 80% done with the

[6:43:47] joints once you join when you joined 3 4 minutes ago. Okay. So, uh try to work with me uh from the next example. Okay. Thank you, Bali. Right now, stay and at least see what is happening. It is making inner join. Very good.

[6:44:05] Yes. So see here since you are in the physical layer it understands that you're here to join them together. There are is few more things that you should observe. What are the other things that we you should observe here everyone?

[6:44:18] Have you observed that the customer table has orange color everywhere and orange indicator everywhere and order here has a blue indicator everywhere

[6:44:32] here has a blue indicator everywhere in Tableau blue means primary orange usually means secondary so blue is always primary other than blue everything is secondary that's why these color indicators are

[6:44:45] here. Now, uh when it is and by default it is giving a center join. If you want to change the join here, go ahead and click on this vin diagram. Please go ahead and click on this vin diagram here.

[6:45:07] When you click on this vin diagram, we can see all the four joints here.

[6:45:19] about this you can move it anywhere you want.

[6:45:31] the inner join here. Okay. It is only keeping the 1 2 3 4 and 1 2 3 4. If we joints here. If we [clears throat] click on left to join, you will see that it is keeping uh it is it is we do not have CR6 name. So there is a null value.

[6:45:49] We click on right here. Now we can see we have a null value here and the entire table is intact on the right side. Yeah, see we can make any choice here. We click on full outer here and we have

[6:46:03] We click on full outer here and we have null and we have null here too. Right now we will go ahead with the choice of left join everyone. So let's go ahead with the choice of left join. Let's do that.

[6:46:22] automatically uh figures out that customer ID and customer ID are the two common columns here. So you select the left join and you cross it off please.

[6:47:01] see the V diagram has changed. Right now this is our left join. Now in this left join here, do you see something? Whenever you do the left join here, customer ID and customer ID is uh is repeating here. Why it is repeating

[6:47:17] here? Because it is this just merging two tables. It keeps both the common column from both the tables intact. Okay, them. We will keep them here. Why? Because there are null values. We have

[6:47:33] to know when we have don't have names available. So we don't hide it or remove it. We always keep it here. Now let's go ahead and see how it is going to look on logical layer everyone. So see now it says order is made of two tables.

[6:47:49] Do you read that orders is made of two tables. There is a I uh there hover the cursor over there. It is telling you the

[6:48:05] meaning of this. The meaning of this line is that two The meaning of this line is that two physical tables are define one logical physical tables are define one logical table orders.

[6:48:19] cross it off and go back to logical layer. Go ahead, cross it off and go back to logical layer and see and tell me what do you see? How many tables do me what do you see? How many tables do you see there? One or two?

[6:48:52] we see only one table. Only one icon is there. Wut. Right. Only one icon is there. Wut. Right. However, it does have the icon when diagrams is there. When diagram indicates that inside this order uh this

[6:49:08] order is made up of multiple tables. When you hover just hover the cursor over here, it will tell you that logically this table is called orders. But this orders table is made up by merging two tables together. Orders and

[6:49:23] customers. So this is what it is trying to tell us that these two tables have joined together and created one single table orders like this you can keep on joining multiple tables together. So first you join for example orders plus

[6:49:37] customers then you can join a contact table with it then you can move forward and join products table with it. Okay so you can keep joining tables with one single table. So that is possible but here it is very clearly written that

[6:49:53] it's a joined table. Now let's see how is it going to look uh Now let's see how is it going to look uh like in the sheet because sheet uh determines dimensions and measures. So how multiple tables are going to look at

[6:50:06] sheet and it's a joined one single table now. So click on sheet one and we are now. So click on sheet one and we are going to see and observe first and click going to see and observe first and click later. So we click on sheet one.

[6:50:28] even though we have joined both the tables and made it one since we are joining two separate tables you should observe that

[6:50:40] Tableau understands it and see it is writing customers separately. It is writing that this is customers table separately and this is orders table that is recognized separately. However, since they are joined together

[6:50:57] also this should be observed here that it is still keeping all the dimension from both the tables at one place and all the measures are also measures from

[6:51:09] both the tables are kept at one place. So measures and dimensions are kept together indicating that it is made up of two tables but they are joined tables. Now and this customer ID is from the orders table. This customer id is

[6:51:23] the orders table. This customer id is from the customers table. go ahead and bring customer ID from orders. Everyone let's bring customer ID uh from orders

[6:51:39] let's bring customer ID uh from orders in the rows. So go ahead and double click on price this time. Go ahead and double click on

[6:51:53] this time. Go ahead and double click on price.

[6:52:14] type of uh chart here which is uh available only in uh Tableau. Okay. So go to show me. Go to show me here. Do you see at the bottom corner you have a

[6:52:28] you see at the bottom corner you have a bubble chart? Do you see the bottom corner you have a bubble chart everyone?

[6:52:45] chart. Now bubble chart is unique to Tableau. It only uses uh the color and Tableau. It only uses uh the color and size of the bubble. It has position has got nothing to do with it. It is just color and size of the bubble which

[6:52:59] color and size of the bubble which indicates the uh category and the number. So this is how the bubble chart looks So this is how the bubble chart looks like

[6:53:19] once you have the bubble chart. Please let me know.

[6:53:32] Uh sir, do you have the table with you? this table. Have you created that? the right and upper corner and click on the last chart that you see in that uh

[6:53:45] the last chart that you see in that uh colored bubbles there.

[6:54:07] What do you mean? Yes. Click the button. No. screen and share it? Right. I don't know what you're talking about because Okay. Right. Okay. So, here we

[6:54:22] go. This is the bubble chart here. Okay. This bubble chart is currently simply showing us only the name of the customers. The size is decided by price. How do I know that? Look at this. How do I know? Look at this. Sum of price is

[6:54:38] already kept in the size cup. That's how we know. So let's go ahead and uh view this in the entire view everyone. We can view this in the entire view here. But this doesn't give us the entire picture.

[6:54:53] Okay. So let's write the sales number also here. Now I will show you a uh I will show you uh not a trick but another way to do

[6:55:05] uh not a trick but another way to do things proficiently in Tableau. So right now what we want we want we already have customer ID in labels. We want to bring sales uh sum of price into the labels too right but we already have

[6:55:20] sum of price added into the size card. We also want to add the same sum of price in the labels. Everyone be on the CN observation mode Everyone be on the CN observation mode please

[6:55:34] and see what I'm going to do right now. First confirm. Are you able to see the First confirm. Are you able to see the keyboard?

[6:55:48] if you want anything inside the labels here, we always go back to data pane and from data pane we drag and drop every time. Okay. So this is this time we are not going to do that. We want sum of price to be added at two places. One it

[6:56:03] should be at size which is uh which uh it is already at where it is already added. Now we want it to bring to labels. So this is what we do. Instead of normal drag and drop here we are going to press and hold on control

[6:56:18] button here and then drag and drop. See what happens when I press control down and drag and drop. Observe that the cursor pointer has a plus sign now meaning it is actually creating a copy of sum of price and dropping it to label

[6:56:35] and see now we have label once I've dropped it then I'll leave the control I'll show you again this is sum of price

[6:56:48] I will press and hold control button and drag and drop it into labels After dropping it into labels, a copy is added. Then I leave the control. Okay,

[6:57:00] go ahead and try everyone. Control drag and drop. So if you have done some calculation or something, you already have things here. You can simply control drag and drop and make copies all over Tableau anywhere.

[6:57:40] Hi Sri Ram, I haven't got your picture yet. Have you got it worked out? have already created it now. It has got nothing to do with control afterwards. Control simply creates a copy while you drag and drop something.

[6:58:05] Rashmi, what is the exact what exactly is the confusion there? everything? Everything works. Rashmi, you've done right. First answer me. Do you know how to drag and drop properly?

[6:58:20] You're comfortable with that, right? We all do that. Now, while you're dragging very simple thing. While you're dragging and dropping, you're supposed to first press on control button, then drag and drop.

[6:58:35] That's it. That creates copy. It happens in Excel also almost everywhere. Control controll drag and drop usually create copies.

[6:58:54] Try it again. Control hold then drag and drop and then leave control. Thank you very much for mark this command.

[6:59:08] Working very good sam are you still there? not shared the picture yet of your screen the printed screen.

[6:59:25] chart everyone. So I'm going to write at sheet one that this is a bubble chart. Okay. And what we have learned about here we have learned about joins. Since you have learned about joins here everyone, let's go ahead to file tab,

[6:59:39] save as joins here. Go to file tab and go to save as. And in this we have learned about join. So today is day four

[6:59:52] and right now we have learned about joins in here. This is today is this for me. You can give any name you want. Remember that whatever happens you always save your workbook as

[7:00:05] TWWBXW packaged workbook. Please do that. packaged workbook. Please do that. File and save as everyone

[7:00:25] response from you. I'm going to assume you're doing good. Okay, if you need some help or you're still not able to figure out, ask. joins here. We will close this file, please. And we work on a new file for

[7:00:41] Union. So, file and save everyone. And please close the file. We'll open up a new file for Union. So, Palavi, if you're still there. Okay. So, I would like you to now follow along with uh the session. Now, you can follow

[7:00:56] along and work along with us. So we go to the file dropdown and we going to close everyone and now we are going to work with union file. Now remember union file has already been shared. Now someone can

[7:01:10] union file in the chat box. Someone else please do that please do that because uh as I can read the messages okay apparently if I'm sharing it few learners are not able to download.

[7:01:28] file. Great. Thank you very much everyone. is the file chinasan. Okay. So we are going to work on union

[7:01:41] demo pile superstore. I hope those who have joined late now you can download and save this file somewhere. Sriram if you're still out there please let us know and you can also download the file now. round. This is the file we'll be

[7:01:55] now. round. This is the file we'll be using for the new workbook in Tapu. bubble chart, don't worry. You already joined the tables. I want you to file, save and close. I will help you create bubble chart later. Okay. Right now,

[7:02:09] please open up a new workbook. We are going to work on union everyone. union there are multiple ways in Tableau. Okay. We are going to see one now. But when we look at the data model

[7:02:24] create union because it is generally just copy paste one below the other. So here again it's an Excel workbook everyone. So we will an Excel workbook everyone. So we will again click on Excel Microsoft Excel. So

[7:02:38] let's click on Microsoft Excel here and find where your union demo file is and find where your union demo file is and click open and do nothing else and click open and do nothing else please.

[7:03:10] Now this union demo file that you are looking at right now on Tableau this is how it looks like on Excel. So once you're ready I want you on see and observation mode again. So once you are actually looking at the screen you

[7:03:25] are done connecting with that file please come back see and observe only

[7:03:52] May I have your attention on the screen please? connected to that Excel contain three separate sheet. First sheet is called as

[7:04:04] separate sheet. First sheet is called as 2011. It contains 201 data set of 2011. 2011. It contains 201 data set of 2011. It has more than 3,000 rows. Then second sheet is 2012. Okay, that also contains the same data. Observe that we have

[7:04:17] country, state, region, category, subcategory, product, sales and profit. Total eight columns are here in 2012. If I go to 2011 also in 2011 also same

[7:04:29] I go to 2011 also in 2011 also same eight columns in the same sequence 2013 same eight columns in the same sequence however of course they have multiple matter and the sheet name is 11 12 and 13

[7:04:45] however inside data set if you will observe right now inside data set observe right now inside data set everyone you will see that there is no date column there is no year column which can recognize that this row

[7:04:58] which can recognize that this row belongs to this particular year. Okay, this is true for all these sheets. Meaning if you want to go ahead and copy paste these values one below the other so that we can consolidate data in one

[7:05:11] single sheet, one single table, we first have to add the year column have to add the year column in every sheet so that we can recognize year. So whenever we are working with union

[7:05:26] these are the few things that we should take care of no matter in which uh application or software you're working with. Are we clear with. Are we clear about what I'm talking about here?

[7:05:44] Tableau. I'll share screen again.

[7:06:02] Union demo file super store. So we select Microsoft Excel Union demo file super store and click on open. That's it. That's what we have done so That's it. That's what we have done so far.

[7:06:17] thing here but much easier. Let's see how. So everyone uh right now is Tableau reading your data yes or no? reading your data yes or no? Is Tableau reading your data? Yes or no?

[7:06:48] no. Why not? Because until your data resides here, it is just uh telling us that this is the file path. In this file path, this is the list of sheets that there are. Currently, your tableau is reading

[7:07:03] nothing because this is blank. Okay, always remember that. It is very very important here. Your tableau is not reading your data yet. It is just seeing your file path and what file list you have inside it.

[7:07:17] So we will go ahead and double click on 2011 post. Go ahead and double click on 2011 post. Go ahead and double click on 2011 everyone.

[7:07:30] merge all the three tables here. This time we will be doing it vertically. time we will be doing it vertically. Yes, correct. Anything is in here it means tableau is reading that. Correct. Very good. Now we simply want to uh

[7:07:46] physically merge them okay by copy pasting them one below the other. So let right now we in logical layer. So let's go to the physical layer everyone. You You can right click and open or you can simply double click. So let's go to

[7:08:03] physical layer everyone. Once you are in physical layer confirm. Okay. So first you will add 2011. After adding 2011, you will double click After adding 2011, you will double click or right click and go to physical layer.

[7:09:05] that. So, double click here everyone. Double click and go to physical layer. Now, once we in the physical layer, now there are many ways to do this. Okay, first I will go ahead and tell you the easiest way to do it. Easiest way is go

[7:09:20] easiest way to do it. Easiest way is go to this block here. Right click on that to this block here. Right click on that and convert to union.

[7:09:32] select convert to union. select convert to union. First way when you click on convert to union what happens everyone?

[7:09:55] This pop-up box simply says a specific wild card in the specific here 2011 is wild card in the specific here 2011 is there.

[7:10:07] I want your attention here. Can you tell uh how many columns and rows are here? uh how many columns and rows are here? Nearly 10 columns and uh Nearly 10 columns and uh 32 uh 3,270 rows 3270 rows. Right.

[7:10:22] Very good. Now, how do we copy paste one below the other? We will simply pick up below the other? We will simply pick up 2012. We will carefully drag and drop 2012 inside this card. You will not Okay, pick up 24. So, keep

[7:10:37] You will not Okay, pick up 24. So, keep your uh table near here, near to this year. And now carefully pick up 2012 and keep it inside the box. See when you drag drop and keep it

[7:10:52] here it highlights the box in orange shade. See? shade. See? So drag and drop 2012 everyone.

[7:11:13] look at your rows. Have they increased?

[7:11:34] on apply then it will go ahead and apply on apply then it will go ahead and apply the changes. So click on apply everyone.

[7:11:46] Now once you click on apply here we have more than now 5,800 rows.

[7:11:59] keep dragging and dropping as many files you want. That was one way everyone to show you another way here. First click on okay here and get out of this pop-up box. Click okay here and get out of this pop-up box please.

[7:12:14] Now see what I'm about to do here. I am about to drag 2013 inside the box. But inside the box I will be made sure I will make sure that that box is goes

[7:12:26] just below this 2011 plus. See it says 2011 plus. So I'm going to click on 2013 2011 plus. So I'm going to click on 2013 drag and drop. See here do you see if I

[7:12:40] drop it box is highlighted but as soon as I move below 2011 it says drag table to union. That's what we want. So we simply drag it right here. When I drag it right here, immediately it says the table is now made of three

[7:12:57] tables. Plus now see number of rows has increased. Also observe here. Do you see multiple lines below the box? This indicates that there are multiple tables here one below the other.

[7:13:13] the other. Go ahead and try this please. union sign. Drag it inside it and you will see from 5k now it increased to 9k

[7:13:30] will see from 5k now it increased to 9k plus. Yes, correct mode. Thank you.

[7:14:11] you. Do you remember I uh when I shown you that Excel file right now that this is how union super store in Excel looks like. How many columns have I told you originally? How many columns are there in each table

[7:14:39] originally was only eight columns in Excel in Excel originally there were only eight columns everyone but right now here we have 10 so which are those two extra columns Let's find

[7:14:54] Yes, very good Mo. So, here we go everyone. Okay, go ahead and everyone. Okay, go ahead and go ahead and collapse. Once you collapse here, once you collapse here, observe we have same

[7:15:09] country, state, region, category, subcategory, product details are here. On the right side, we have sales and profit. But after sales and profit automatically sheet name and table name is added. So we don't have to do it in

[7:15:25] powerbay. We have to do it by ourselves. In here it happens automatically. So here it is writing sheet name and table name right here. What kind of data sheet name and table name have here?

[7:15:58] data are uh do these two columns have extra two columns have ear since both the columns have same data since both the columns have same data year. Do we need both the columns?

[7:16:23] column table name? Can we do that? Try. Go ahead and try figure it out. Can we go ahead and delete this table name column from here?

[7:16:57] So there is no option which says that we can delete this particular column but we do have an option to hide it. Yes, you're right everyone. So, we can actually go ahead go to the drop-down and hide it.

[7:17:27] drop-down everyone. You can go to the drop-down here drop-down here and there is an option called as height. As soon as you hide it, you will realize that now we have nine columns.

[7:17:41] columns. Meaning just by looking at here, just by looking at here, you will never know how many actual number of columns are there.

[7:17:53] Because if columns are hidden, it won't count them. So how we can uh see if there are any hidden columns? To unhide or to view the hidden columns

[7:18:07] To unhide or to view the hidden columns here, go to the gear sign here. here, go to the gear sign here. Go to the gear sign everyone. And when you click on this gear sign here, simply check on show hidden

[7:18:20] fields. So all the hidden fields will be shown. So now go ahead and click on show hidden fields.

[7:18:41] When you're asking it to show hidden fields, is it properly unhidden? Is it fields, is it properly unhidden? Is it is still hidden or not?

[7:18:57] fields, it is still hidden only. But we can view it. Why? Because it is blurred, right? Currently, it is blurred. However, since we are able to see it and

[7:19:09] it is blurred, it will again show there are 10 pills. But right now, it is not usable because it is still hidden. If you ever want to use it, you have to go to the drop-down here

[7:19:23] and unhide it. Okay? Because it is still hidden. We are just able to see that few hidden. We are just able to see that few columns are hidden. We'll keep it hidden for now. Okay? We'll keep this column hidden for now. I was just showing

[7:19:38] hidden for now. I was just showing telling you that you can show it. Okay? All right. So this is uh every time always check that what is getting repeated. If there are multiple columns with same data we can hide them to uh

[7:19:50] not have confusion while creating uh reports and analyzing data. Now here let's look at this two 2011 made of three tables. Okay. Why it says

[7:20:02] 2011 is made of three tables because that was the primary name of the logical table. That is why. Okay. So let's go ahead and see how does the union file

[7:20:15] looks like in the logical layer. How does it symbolizes it? So go ahead and go back to the logical layer everyone. Cross it off please and go back to the logical layer.

[7:20:42] That is okay. But look at the icon now. Icon looks like bricks is tagged above one another. And that's what we did. We simply went ahead and staged the rows one above the other. And that's how the union icon looks like.

[7:21:02] So if you go ahead and see a logical table like that. Okay. Okay, if you hover the cursor over here, it will tell us that union tables are there 11, 12 and 13. Hover the cursor and read

[7:21:15] the logical table name is 2011 which contains union tables 11, 12 and 13.

[7:21:28] I hope we are all able to observe and view this. this and explore this, go to sheet one again. Let's go to sheet one everyone.

[7:22:07] Moving to sheet one. Are we at sheet one?

[7:22:54] to new uh go to sheet one. Are you by chance working on the older pile itself? Then yes, you need to add a new sheet. Okay.

[7:23:08] see uh we have got product category and uh observe right now your country and state are written a little bit different right so this is called this is called as hierarchy everyone so right now country and state are a hierarchy

[7:23:25] country and state are a hierarchy and okay what's a hierarchy can you give me any example of hierarchy everyone in real life that you see everyone in real life that you see around you almost every Okay.

[7:24:00] I learn Okay. remember my marketing classes. good. So, organizational hierarchy, right? What is that? You have uh

[7:24:12] multiple managers inside that they are going ahead and managing team. Each director has multiple departments or one department with multiple managers and more. Right? So, these are hierarchies. What

[7:24:26] is happening here? Also date is also a natural hierarchy. So inside country we have multiple state and this is automatically made as a hierarchy in Tableau. Usually

[7:24:38] it will be written as a simple dimension but right now it has been made into a hierarchy. You can also see the hierarchy uh icon here looking like this a flowchart. So let's see how does hierarchy works

[7:24:51] So let's see how does hierarchy works here. So go ahead and drag and drop country and state into the rows everyone. Drag and drop hierarchy into everyone. Drag and drop hierarchy into country and state.

[7:25:14] Is it showing you country and state both? Is it showing you list of country and states both

[7:25:38] right? Same as date. Now we have a plus sign here. Plus sign here is a sign that it's a hierarchy. So when you click on plus sign then it goes ahead and give you the state names. You click on minus, you're back. You

[7:25:51] click on plus, you expand. So this is collapse and expand everyone. Okay? collapse and expand everyone. Okay? Collapse and expand here.

[7:26:15] So let's go ahead and double click on sales. It will be a simple table for sales. It will be a simple table for now. Double click on sales.

[7:26:28] So right now we are looking at total sales in the all over country. Yes, correct. Many double click on sales everyone.

[7:26:44] Now tell me which chart is appropriate for this hierarchical view for this hierarchical view of geographical data set

[7:27:05] So let's go ahead to show me everyone and select the filled map here. Go ahead and select the filled map here. Go ahead and select the filled map everyone.

[7:27:20] Go to show me and click on filled map everyone.

[7:27:58] long longitudes are there. Do we have long longitudes are there. Do we have that error again

[7:28:19] country was already defined. Now you must be able to see that right Now you must be able to see that right now only country is there and sales is automatically in color and map is in front of you.

[7:28:34] Now go ahead and click on this plus sign under the marks card. Go ahead click on this plus sign under the marks card and tell me what happens.

[7:29:04] this entire country by sales that we are looking at, it is from all past 3 years. Remember this data of past 3 years. And under the sheet column we had years.

[7:29:17] Now once you have the map here after clicking the plus sign go to your dimensions and find sheet. The sheet column currently have year as your data. So should we change the name

[7:29:31] of this column now? We should call it year very confusing that why I have a sheet name here.

[7:29:46] So how do we rename a column name here? To rename a column name here you can To rename a column name here you can right click on it and rename everyone. Yes, download will download or right click both will give you the same

[7:29:58] click both will give you the same options. So right click on sheet inside options. So right click on sheet inside the data pane under dimensions and the data pane under dimensions and rename that to ear.

[7:30:38] simply deleting what is written and typing here. That's it. Once you have typed here, click outside, press enter. Same thing.

[7:30:57] Once you have named it ear, drag and drop this ear into the rows. the rows. Everyone see the changes on your chart.

[7:31:32] see them each one map for all the three years and once you add it in the rows year is added in the rows meaning you we have a

[7:31:44] vertical list of maps correctly we have a vertical list of maps. Go ahead and explore. Drag and drop ear into the columns. Everyone go ahead and do that.

[7:32:00] Drag and drop into the columns. Just hover over it. It will add it in the hover over it. It will add it in the correct place only. So, drag and drop.

[7:32:13] the columns, you will have side byside comparison. Right now, since there are only three charts, we can do a sideby-side charts, we can do a sideby-side comparison.

[7:32:46] more space here, you can actually increase and decrease the size of the increase and decrease the size of the canvas. Do you see that?

[7:33:00] thing about tab to first just confirm. Are we able to see what happens if we add year in columns year in rows? What happened to map here? Are we clear with happened to map here? Are we clear with that?

[7:33:15] Yes. So now let me show you something about the maps here. I want you all to go ahead and find map menu dropdown. Go to map menu dropdown. In this map menu drop-down, every time

[7:33:30] we get a grayed out map, right, we have to fill colors into that. So right now go to background maps here and see the list of different type of background list of different type of background maps available for us. So right now the

[7:33:43] default that we see here is a light map. Okay, that is a grade out map. Other than the light map, we also have a normal map. So go ahead and click on

[7:33:55] normal map. So go ahead and click on normal. bit more colorful. It is finding water bodies and borders between these states prominently. It is writing name of each country also there.

[7:34:14] fascinated by this. But remember that if you use this map, make sure your entire dashboard is on the same theme. Okay? Don't only keep map as a black on the black and white theme. Keep all the charts on the black theme, not only map.

[7:34:30] Now we have a streets and the outdoors map. Streets and outdoors map are outstanding everyone. A streets map is called as a streets map because if you called as a streets map because if you have a street wise data. So construction

[7:34:44] companies and companies works on roads and infrastructure they usually utilize as a streets map because this can actually look into streets and even building numbers clearly on your dashboard with your data

[7:34:59] written on top of it. So in the background maps here go to streets map background maps here go to streets map everyone. a streets map here. It looks beautiful and it is actually very informative. Now you must be

[7:35:11] thinking how is it informative and uh here. So let me show you something here. How a street map is informative everyone.

[7:35:36] do anything. You can look in the screen on the screen itself. are zooming in, the more we are zooming in, do you see I am able to see each and

[7:35:52] in, do you see I am able to see each and every uh name of the highway, number of every uh name of the highway, number of the highway.

[7:36:09] Okay. Now I'll show you something else about this. If I keep zooming in. If I keep zooming in.

[7:36:21] right. It is live. It just does not show you how traffic is going on. It also shows us the depth from the sea level everyone. Okay. It shows you sea level where the greenery is and what are there any plate there or

[7:36:37] is and what are there any plate there or water bodies there everything

[7:36:49] city we can see the white lines here right if we keep see here say that's where it's called as a street view

[7:37:17] will use it. So for example, Starbucks wants to go ahead and open up a wants to go ahead and open up a absolutely new uh uh new shop somewhere. So they want to see that within 5 kilometers what kind of uh crowd goes

[7:37:31] there. Okay. So this is what they want to see. So they can actually go ahead and select that within how many kilometers what is there. So for example this is high school right? We want to find out within

[7:37:45] school right? We want to find out within the 10 km area what kind of uh crowd we can expect. So if I go ahead and select the circle selection here, radial selection here from the school I want to see 10 kilometers. So I will click on

[7:37:57] the school and I I'll increase my radius. See here. to find out how what areas are here. So if I have any data about these specific

[7:38:12] streets, I can go ahead and highlight it that within these this much meter that within these this much meter kilometers here. Okay. What lies where within uh the streets or within the place? We can also go ahead if we are

[7:38:27] zooming out for example and we simply want to find out that from here uh how many kilometers place is there. So you highlight that much kilometer and you're But that kilometer thing work very well when we are in the street view. It

[7:38:42] highlights data points within that kilometers if you have any. So that's what a street view is and the same if you go to outdoors view here it changes a little bit it gives uh complete information about the

[7:38:57] geographical changes. Okay see your geographical changes are much more prominent in the outdoors view. This is the outdoors view.

[7:39:12] So that's a remember the day when I told you the Tableau is known for its u geographical analysis. It also provides you inbuilt demographical data demographics okay of

[7:39:26] demographical data demographics okay of the uh most of the countries okay it provides you everything because demographical data is almost fixed it's based on census yes it's a 2.0

[7:39:40] very detailed and we are all aware about the satellite view. Okay, we all know the satellite view. Okay, we all know Google Earth. We have been around here. the live map is coming from. So Salesforce have their own open street

[7:39:55] Salesforce have their own open street map map box. So this is from they pull map map box. So this is from they pull the visuals almost on the U live basis. I will go back to the light one here and here will state columns. Okay. All

[7:40:11] right. This is about the maps everyone. So let's go ahead and save our union. So type that we have learned about union here and we we can all see it's a map. Go ahead explore rename your sheet if you want

[7:40:27] and then file and save everyone. So let's go to file here and save.

[7:40:42] are at day four and right now we have seen new union.

[7:41:06] Save the file and close the file, please.

[7:41:25] saved and closed and saved the file, please let me know.

[7:42:01] P in close everyone. I then I just need your attention here.

[7:42:21] May I have your attention on the screen, please?

[7:42:59] screen here. I hope you all are here. Now let's talk about the logical and the physical layer again just uh with some ter with the correct terminologies.

[7:43:11] Okay. So you can see here the data source here data source is divided into source here data source is divided into two places.

[7:43:24] Physical layer and logical layer. Right? What is physical layer everyone? What is physical layer everyone? Physical layer refers to the actual data Physical layer refers to the actual data sources and how physically the data is

[7:43:38] sources and how physically the data is stored.

[7:44:06] Is the uh screen clear now everyone? Yes or no please?

[7:44:38] very good thank you okay so let's see here right now here right now physical layer everyone it focuses on uh physical layer everyone it focuses on uh it's first physical layer refers to

[7:44:50] actual data sources and how data is stored physically. Second, your phys here physical layer is going to include physical layer is going to include

[7:45:03] all the underlying data sources which type of databases are used or files are used. All the information is saved in the physical layer because it focuses on

[7:45:15] the physical layer because it focuses on retrieving the data and how to store the joining them together unitizing them together how physically it wants to store the data within Tableau. So this is the physical layer. Okay, this

[7:45:30] is the physical layer. Okay, this physical layer holds the actual data. Then what is the logical layer here? the one that we usually see on top that logical layer refers to the way data is organized locally within Tableau. So

[7:45:45] once you extract data it is coming in a certain way but once you go ahead and physically prepare your data after preparation of data how locally within Tableau you are looking at it that becomes a logical table that's why we

[7:46:00] physically join it it shows us one single table there plus one logical table can contain multiple different tables too second we can have multiple logical tables coming from the either by union or join points from

[7:46:15] the physical layer and we can simply connect them together with the help of common columns. So logical layer here focuses more on So logical layer here focuses more on data model structure and how these two

[7:46:30] different tables coming from two separate sources or similar tables are connected and related within Tableau and how Tableau is reading those multiple tables now. So it simply saves the logic here and everything together becomes a

[7:46:46] here and everything together becomes a data model. layer. Now we will talk a lot more about logical layer after the break.

[7:46:59] So we understand physical layer right now. Okay, we have worked on it. We now aspects and information about the data sources, databases and data tables. sources, databases and data tables. So here we begin step number one. We'll

[7:47:13] So here we begin step number one. We'll go ahead and we have to connect to some sample super store right. So let's click to Microsoft Excel. Let's click on Microsoft Excel find

[7:47:25] sample super store and connect with it. Connect with that everyone wherever you Connect with that everyone wherever you have saved it.

[7:47:40] store here. Remember this had three piles.

[7:48:23] on the screen. Now once you have uh once you have opened up the sample super store please come back on the screen and please come back on the screen and confirm that yes you're back.

[7:48:43] I want everybody on to see on the screen please.

[7:50:27] observe everyone I'm going slow so please observe here right now look at this it has three sheets order people and returns I hope you all are back and connected with sample supertore I want everybody's eyes here now here in the

[7:50:40] orders table. We have seen the orders table before. We have even created a dashboard out of it. So we are aware about this transactional data set. What is the people's table about? So people's table here is regional manager and which

[7:50:55] region uh manager they are. So we have two columns here. Regional manager and the region column. In the returns table here again we have two columns here called as returned and order ID. Meaning these order ids have been returned.

[7:51:09] That's why it is written yes. Fine. Now we are talking about that we will keep it in logical layer and we will simply go ahead and connect these tables with each other. Now yesterday when I have uh uh when I was talking

[7:51:23] about it I told you that we will simply go ahead find the common columns and based on common columns we'll connect them together. So we how do we join the tables everyone? Based on common column right? So in here we will simply go

[7:51:37] ahead and tell it this is the common column. You save this information that's column. You save this information that's it when I require then you join it on the ad hoc basis on need basis and then you keep them above so when required

[7:51:51] then only join few columns with each other otherwise you don't do it so tell it that this is the information I'm giving to you when I require then you go ahead and bring some columns to me

[7:52:06] when it is not required just keep the information with work? And this is uh universally this is how it works. You go to SQL, you go to any database in the world. This is how it works. So what is relationship? Only

[7:52:24] saving the information. For example, okay, I will go ahead and uh let's say I am the manager. I have an assistant. to the assistant. I have given 10 names that in these 10 names right now I uh these are the 10 names. Okay. And I

[7:52:40] require few of these people often to do my job. So whenever I ask you to call someone, you call and connect with them and make them meet me in my office.

[7:52:56] the assistant but it is not used right now. Not all 10 people are always sitting in my office. No, they will only come when they are called by using that list. That is relationship. Do you understand the

[7:53:12] relationship. Do you understand the logic right now? Oh, sorry to hear that Vonun. I hope everything will be okay tomorrow.

[7:53:26] everyone for relationship saving only the information and when required then only using that information otherwise we are not using that

[7:54:06] So Jennet try to answer me here. Okay. Thank you very much everyone. Uh Janet, Thank you very much everyone. Uh Janet, if you will write a recipe to cook a potato salad, for example, if you

[7:54:19] write that recipe on paper, does that physically create the salad? does that physically create the salad? Yes or no?

[7:54:33] information on how to cook the potato salad, right? How to make that thing that does not immediately make it come out of the paper that's relationship. When I want to cook it, I will take out

[7:54:48] the recipe card and I'll cook it. That is when that particular uh recipe in action will create the results. Until then, information is just saved in Until then, information is just saved in the recipe card.

[7:55:10] information and use it only when required. Okay. So let's see here. First we have to determine the common column everyone to connect them. So let's go everyone to connect them. So let's go ahead and tell me what which one is the

[7:55:24] common column between people and orders table everyone. Which is a common column between orders and people's table.

[7:55:54] common column. Very good. And what is the common column between orders and the common column between orders and returns?

[7:56:11] Right. Now, uh let me tell you one more thing here. Whenever we go ahead and thing here. Whenever we go ahead and import Excel in Tableau, right? Excel will read everything that is every object that is created in Excel, not

[7:56:24] only sheets but other objects in Excel too. Now you must be thinking what are other objects. So Excel have other objects like uh Excel table. Yes, Excel

[7:56:36] table is a different concept or named ranges. Named ranges or filtered table. Filtered tables, right? So if they have any kind of data like these, those

[7:56:50] any kind of data like these, those objects are also recognized by Tableau 2. So we have to make sure that we always go ahead and select the sheets, the correct data set, not the filtered or named objects. Okay,

[7:57:05] so I'm going to close this off and I'm moving to Tableau here where you all are currently in. Here we are. Now remember concept and hands-on practice will go together. So first uh tell me is Taloo reading the

[7:57:21] data now? Is Taloo reading your data? Yes or no?

[7:57:40] data. So, everyone double click on orders right now. Double click on orders right now. Double click on orders. Here

[7:57:54] it is the same orders data. We will stay in logical layer.

[7:58:09] So double click on orders everyone. Orders will be read here. Now to the orders table here we want to go ahead and connect people table. Remember all now this is all about seeing and observing. Look at the icon

[7:58:24] here. The wherever the icon looks like sheet we will use only that. Every other icon must be ignored. Completely ignore that because these can be filtered

[7:58:37] tables. These can be named cells or named uh rows or even just bunch of cells together. So it can be any other object other than the entire sheet. So object other than the entire sheet. So we completely ignore it and we will

[7:58:51] work with the first three objects. Now we want people to be connected here. So go ahead and double click on people everyone. Go ahead double click on everyone. Go ahead double click on people also. Now

[7:59:09] when you double click on people's table in logical layer what do you see?

[7:59:26] should have just one single line here you should stay in logical layers soasan are you looking at a cross sign here please close the phys remove and close

[7:59:40] please close the phys remove and close and come back Please [clears throat] we stay in logical layer a single blue line is there everyone very good

[7:59:57] now there are few things that you should all observe very good samasan on the right side right now you're able to see only uh

[8:00:09] region only people's table region manager and region column here on the right hand side. Now I want you to simply hover over this blue colored line. Everyone just hover over the line please

[8:00:27] it, it says relationship. It is creating two asterric signs there and it is telling us that related fields are region equals to region. Meaning region is the common column. But what is meant by relationship here which

[8:00:42] what is meant by relationship here which is writing two asterisk signs here. Let's understand that. To understand this here I want you to look and see and observe again the metadata window which we have

[8:00:55] not used much so far. Look at the metadata window everyone. recognizing that region is equals to region. Right? And then it has

[8:01:09] performance options there. So go ahead and expand performance options. Go ahead and expand performance options. Go ahead and expand performance option everyone.

[8:01:22] automatically. Expand performance options please options please and scroll down.

[8:01:36] options. Okay. So please expand performance options first. Expand it and then scroll down. So there is a scroll bar here or you can simply

[8:01:49] use the mouse and a scroll scroller on the mouse and scroll down here. Below the performance options you will find cardality. Below cardality it is written many and many. So let's

[8:02:04] written many and many. So let's understand what is this cardality. We'll understand the concept here first everyone. Cardinality here it's kind of a property of a relationship or you can say a type

[8:02:18] of a relationship or you can say a type or a property of a relationship of four types here. Okay. It can be here one to one,

[8:02:31] one to one, one to many, How many of you are aware about this cardality? A simple yes and no. Have you

[8:02:43] heard it before? It is common to all the It is common to It is common to all the It is common to SQL, PowerBI, any databases you go to everywhere. Yes. Yes. Same. The concept is same universally same.

[8:03:03] Okay. So I'm getting no there post. All right. So let's see what cardality is Same concept. Okay everyone. So let's understand cardinality.

[8:03:23] few things first. Look at the region table here and tell Look at the region table here and tell me in this region table between people table and the orders table which one is the common column? Region table. Region

[8:03:37] column here. Now tell me this region column which is a common column here is column which is a common column here is it unique in nature or duplicates are there or repetitive in nature? Is it unique or repetitive?

[8:04:08] Why do you say it is unique? Because we know that each region is appearing only once. Each region is appearing only once. It means that the cardality of people's table in addition to orders table is one.

[8:04:23] table is one. Why? Because the common column region is unique in nature. So cardinality of people table will remain one always.

[8:04:37] Okay, is that clear? One means the common column is unique in nature. Now let's talk about the orders table here. Now let's talk about the orders

[8:04:50] table here. Now everyone tell me in the orders table in the orders table which one is the common column region again right in connection to people region is the common column. Now tell me this region column here is this unique or

[8:05:07] region column here is this unique or repetitive in nature in order table. meaning one region name will appear multiple times.

[8:05:24] One region name will appear multiple times. Right? So how do we write times. Right? So how do we write multiple times here? Many and many here multiple times here? Many and many here is represented with the asterisk.

[8:05:38] So what cardality does is it simply goes ahead and saves the information that ahead and saves the information that these two tables should be joined together at when required with the help of common column region. However,

[8:05:56] Tableau should remember that if we try to connect people with orders table here one region name can be found at multiple rows in orders table. So one to many is

[8:06:08] one to many this cardality is simply saving this information that if there is just one data is provided to us that one data will be found at multiple rows. So

[8:06:20] while joining the two tables uh on ad hoc basis tableau should remember that hoc basis tableau should remember that and properly filter out the uh orders table with the help of people's table. So uh it will read west here. It will go

[8:06:36] to orders table, filter out the rows and give you the answer and the results. So this is what cardality is saving. So what do we call it here? You can call it one to many or many to one doesn't

[8:06:51] matter and how to call it. If you're calling from primary to secondary usually so this will be called as many to one. So one to many and many to one are the common most common cardalities here.

[8:07:06] Do we understand cardality everyone? What's a cardality now? Is the repetitiveness of the common column between the two tables.

[8:07:24] that no I'm still confused. I don't I don't I don't think I completely understand what it is. So, let's practice. Okay. Go ahead and double practice. Okay. Go ahead and double click on returns table. Let's practice.

[8:07:38] Go ahead and double click on returns table, please.

[8:07:54] It will be automatically connected. Is returns connected?

[8:08:09] find the cardality between these two. First tell me what is the which one is the common column between these two tables? Common column uh is between these two tables. Order ID.

[8:08:22] Now find out is this order ID in the returns table is it unique or returns table is it unique or repetitive.

[8:08:37] So what is the cardality of returns table?

[8:08:50] What is the cardality of only return table? only returns table

[8:09:03] Now go ahead. Now we will click on orders table. Let's click on orders table. When you click on orders table, you can

[8:09:15] see order ID inside the orders table. Right? Now tell me is it unique or Right? Now tell me is it unique or repetitive?

[8:09:35] So what is the cardality for orders table then? So what is the entire type of the relationship now

[8:09:57] Yes. Now it becomes many to many everyone. is read. Now are we good now with cardality part?

[8:10:15] column name and the cardality is the logic that we are saving in this layer. This is the logic we have been talking about so far. about so far. So let's go ahead and uh set the logic

[8:10:28] right. So go ahead and click on the thread between orders and people in tab. I am calling it thread. Okay. But uh in Tableau the

[8:10:41] terminology given to this is noodle. So you might find if you go ahead and read the Tableau documentation you'll find noodle word a lot. So they'll call this line or thread that is connecting them a noodle. So let's go ahead and

[8:10:55] here. Once you click on the connection here then only the metadata will appear. Okay. Now in this metadata appearing here just click on the relationship between orders

[8:11:10] and people everyone click on the related thread between yeah between that and open performance options here expand performance options and tell me is

[8:11:22] Tableau recognizing the cardality by itself because PowerBI can do that in PowerBI we don't have to select cardality it actually goes ahead and

[8:11:34] finds it out by itself. We don't even have to do anything and 99% of the time it is always correct. recognizing the cardality? Check everyone. Expand performance options.

[8:12:14] the thread between that. I hope you all are able to find the performance options All right. So, what is the cardality that's written here between orders and people? What is the cardality that's written here? Is this

[8:12:30] cardality that's written here? Is this correct? Tableau here is that by default it gives the cardality many to many by default.

[8:12:47] Okay. In this case it should be many to one. Yes. Absolutely correct Vishal. In this case it should be many to one. Remember the people's table has a cardality of one. Okay. So, we'll go ahead to the second

[8:13:01] menu drop-down and set it to one. There is an option to and set it to one. There is an option to change it.

[8:13:14] Go ahead and change that to many to one everyone. physical appearance change or interface change will be here but only one thing

[8:13:29] changes. Okay. It will give the information to Tableau that values in the region column in the people table are unique. So when the on need basis

[8:13:41] join will happen right it will go ahead and filter out the orders table easily with the individual region. Okay. then it will give us the correct aggregates. We'll get the correct aggregates.

[8:13:58] So this is the cardality uh set everyone. We are good for order and returns because this was many to many. So we are good with that. So right now all these three tables are still separate. How do we know it is still

[8:14:11] separate? Because if you click on people block here you will see only people table separated a separate table here. See if you click on returns table the

[8:14:25] returns table will appear separately here right. So how do we set cardality manually? I will show you again. goes from primary table to secondary

[8:14:40] table and it always filters from one to many. So order doesn't matter. Order matters in PowerBI because PowerBI gives us an option to change the cross filter. Here it doesn't give us option to change the

[8:14:56] cross filter. So if you know PowerBI you can relate otherwise we are fine. So here Savasan we click on the thread between re orders and people. Okay this will be highlighted. Then we scroll down. We expand performance options. We

[8:15:13] scroll down again. Then we go to the drop-down and we change it to one. Okay, that's it. Now if you're thinking what is the referential integrity?

[8:15:26] Very easy. What if not all region are present in What if not all region are present in the orders table. For example, we are getting data from only last one week that from where the

[8:15:42] sales has happened. Does that mean it will include all the product from the database? Yes or no? Just giving you a scenario. So we have a data dump of all our product. Okay. We are going ahead and we

[8:15:59] are going ahead and fetching another data sales data from past one week only. So in that past one week sales data is it possible uh that all the products will be mentioned in the sales data or all of

[8:16:15] mentioned in the sales data or all of them have been sold out. Is it possible? So it might it can be it cannot be be there but it is also a possibility

[8:16:30] that only some will be uh sold out. maybe one or two will not be there. So referential integrity means that if there are four regions it is uh maybe maybe all four regions might not appear in another table

[8:16:48] right now tell me here have an idea that all the order ids mentioned in this

[8:17:03] returns table must be present in another table also. Okay, are you sure about that whether they'll be there or not?

[8:17:21] uh return all the order ids written here must be appearing in the orders table Are we sure about that? Can we match each and every order ID and be sure each and every order ID and be sure about that? A simple yes and no please.

[8:17:43] Those who have worked on the real data dump you will be saying no. It is not possible. Absolutely not. When you are working on a database you have no idea whether all the products are are mentioned in the previous file or not.

[8:17:56] You have no idea or even all the employees are there present or not. What if they have already resigned and they're out of the system? Okay. So, we cannot we will always keep referential integrity as some records

[8:18:09] match. We cannot be sure that the common column records will always be present in both the tables. Never sure and you cannot even make sure about that. Okay? It is not possible in real time when you're working on data.

[8:18:24] All right. So, here we go everyone. This is how the logical layer works. Okay. And each these three tables are separate. And this is how relationship a small data model looks like. Now let's we will click on the sheet one and we

[8:18:39] will see how does it looks like on a screen. does it recognize dimensions and measure since now all the three tables are

[8:18:54] since now all the three tables are separated. Okay.

[8:19:11] and observe at first when you will click on sheet one and while you're looking at your sheet one everything looks normal right you have your order same dimensions are listed down here. Now when you scroll

[8:19:26] down here, I don't know about Mac what will happen. Okay. So instead of scrolling down, let's do one thing. Do you see there is an expand and collapse option here? Now please go ahead and find on the left

[8:19:39] side of the orders table. There is an expand and collapse button there. When you collapse the orders table, what do you see everyone?

[8:20:05] Very good. Now we have orders table, people table and returns table. Anything else have you observed here?

[8:20:30] automated generated automatically generated one here. That is also always there. Let's observe. Okay, let's observe here.

[8:20:45] dimensions and measure. Written have its own list of dimensions and measures. own list of dimensions and measures. Autogenerated measures are here. If you go to the orders table now, you will observe that all the dimensions

[8:21:00] from the orders table are here. All the measures are also here. So right now all the three tables are currently read as three separate tables. But they are connected to each other with the help of relationship.

[8:21:22] So I'm going to simply write this here. I will share the message with you. We are simply going to find out everyone total total returned orders. Total number or or I

[8:21:34] returned orders. Total number or or I should say properly here total count of should say properly here total count of returned orders

[8:21:55] it. So we will also go ahead and see which region manager is responsible. So this is what we want to find out here by creating a simple

[8:22:07] by creating a simple table and visualize it.

[8:22:22] When you're ready with the sheet, let me know.

[8:23:15] So this is the total count of written orders by each region and category. So first we need region all the regions from where order have been placed first. So bring region into the rows everyone from the orders table. Expand orders

[8:23:31] table. bring region from the orders table here into the rows.

[8:23:43] go ahead and calculate how many total number of orders have been returned. That's what we want. So first we going to create the report. Then we'll we'll convert the report into visualization at the end. Okay.

[8:24:22] returned orders, everyone? Where are the returned orders?

[8:25:31] ID in the returns table. Very good. Thank you very much everyone. Now, here we go. So, I will collapse this orders table right now. And we go to returns table. And this is the returned order ID. Now we want to count the returned

[8:25:44] order ID. Now how do we do that? So drag and drop order ID into the text card. Go ahead and do that first please. Drag and drop returned order ids into into the drop returned order ids into into the text card. Everyone.

[8:26:28] text here, what do you see? What are you looking at currently is the list of mult uh what you're looking at here is the list of order ids which are

[8:26:41] here is the list of order ids which are placed from this particular region. But do we don't want to see the list we want to count it. Right? So to do the count here to do the count here go to the order id right click on the order order

[8:26:57] id right now remember it's a text when you right click on the order ID returns in the marks card we go to measure measure will help you to calculate the aggregate now see here we have two type

[8:27:10] aggregate now see here we have two type of count first is simple count second is count distinct now what count will do here a simple Simple count will do here everyone. A simple count will count occurrence of

[8:27:23] simple count will count occurrence of each order ID. So if there are total uh 296 records, it will count all the 296 records. But what are we looking for? Number of orders, not number of

[8:27:36] Number of orders, not number of products. We want number of orders only. So we'll go ahead and select count distinct. Why? Because we wanted to count one order only one time. We don't want it to count the repetitions of it

[8:27:51] so that we have the correct number of orders here. All right. So go ahead and ask you to distinctly count the order ids. it. So right click on the order ID, go to

[8:28:06] measure and click on count distinct everyone and tell me which particular everyone and tell me which particular region has the highest returns.

[8:28:36] with the highest returns. All right. So now uh here we also want to know who is responsible whom to ask questions. So for that here go ahead and

[8:28:49] questions. So for that here go ahead and bring regional manager into the rows. Go ahead and bring regional manager into the rows.

[8:29:15] rows here? Now we have regional regional manager and the numbers here. Now let's go ahead and create a simple bar chart post. To create the bar chart, pick up this uh distinct count order ID and place it in the columns and you have

[8:29:28] and place it in the columns and you have your bar chart ready. countered order ID into the columns and you have your bar chart. Everyone,

[8:29:46] once you have the bar chart, please confirm. Now, now in this bar chart here, we are aware

[8:30:00] now in this bar chart here, we are aware that we should sort it, view the numbers and entire view. So, do the basic formatting everyone. Very good everyone. Thank you very much for the interaction there. Sort it.

[8:30:16] Add the labels. View this in the entire way.

[8:31:35] we have missed here. We have missed here by category. is a simple bar that we have always created. Now let's go ahead and create a

[8:31:48] staged bar chart everyone a stacked bar chart. So let's we will see what a stacked bar chart is. But let's create it first. To get the category here we can go to orders people orders table here and bring category into color card.

[8:32:05] Everyone go ahead and do that. Bring category into the color card please.

[8:32:35] particular chart is called as a stack the bar chart. Now I'm sure you all have attended many parties and functions and you all have seen how the chairs are stacked on top of other right. So one uh chair is stacked on top of another chair

[8:32:51] and likewise or the blocks Legos are stacked on top of each other. Right? So that is called as stacking the plates on each other. So in the similar manner here we actually have three bar charts and we are

[8:33:07] have three bar charts and we are stacking them on top of each other. How? Let me show you here. Observe this. Right? Now it says 68, right? If I match this 68 here, it is matching perfectly. Okay, between 50 and 100 it is 68. Very

[8:33:23] Okay, between 50 and 100 it is 68. Very good. Now the second bar is 149. If I match where this bar ends here, this bar ends after 200. That does not mean that the yellow bar means 200. No, it is 200 because here it

[8:33:41] is combining both. It is combining here 68 plus 149 and then we're showing us above 200. So here the bars are stacked on top of each other. That is why it is called as a stacked bar chart.

[8:34:09] specific sequence of things you do there's no specific set of steps also there's no specific set of steps also here Tableau is free of from that it is not a functional way to do anything okay not to worry

[8:34:24] there are many other ways I just find out the simple way there okay regional regional margin That's the stacked bar chart here. Now in this

[8:34:39] stacked bar chart, tell me which particular category is giving us more uh larger number of returns. Which category is causing larger number of returned orders?

[8:35:08] Okay. How much higher is it as compared to technology? How much higher it is as compared to technology?

[8:35:21] Not easy to answer, right? That how exact amount is higher Not easy to answer unless you're very very good at mathematics, right? Or we can say it is almost uh we can say that it is more than twice.

[8:35:37] Correct? However, if we go ahead and convert this into percentage, will it be easier to compare and answer these questions quickly?

[8:35:53] Yes. So, let's go ahead. Let's go ahead. But most of the people will not be doing that. So, we go to the count order ID

[8:36:05] again. We right click on the count order ID again. This time we go to quick table calculation and we ask it to calculate percent. Remember that on the same percent. Remember that on the same measure first we have converted that to

[8:36:19] aggregate. Now on that aggregate we are calculating the percent. You don't have calculating the percent. You don't have to write a single function and everything is done for us here. So right click quick table calculation

[8:36:33] right click quick table calculation percent of total everyone.

[8:36:52] is considering right now it is considering the total entire total considering the total entire total returned orders from all the regions. So we are right clicking enter the columns count distinct and then we're

[8:37:04] going to quick table calculation and then the percent of total

[8:37:21] I told you right just right now let me explain this here then do you see the total is right now for office supplies is 149. Weber

[8:37:33] it says 149 meaning currently this bar is 149. meaning currently this bar is 149. This bar is 68. Since the yaxis right

[8:37:47] This bar is 68. Since the yaxis right now is starting from zero and going till now is starting from zero and going till 200, this 68 is correctly represented. But this is a separate bar for office supplies which which is staged on top of

[8:38:01] 68. Okay. This bar actually starts from zero and goes till 149. And the yaxis here is simply showing up

[8:38:13] And the yaxis here is simply showing up both of them together are more than 200. So yaxis is not the correct representation of your stacked bar charts because your individual bar has its own value.

[8:38:32] 88. You can actually go ahead and deduct those numbers. It will be equals to 88. This is why it is a stacked bar chart. stacking the blocks one above the other

[8:38:47] and this y-axis is only showing you the addition of all the blocks together. I will clear web up stacking

[8:39:06] understand. Okay. You don't understand the word is Okay. You don't understand the word is stacking or what? All right. So, here we Yes. Yes. We'll discuss after the session. Okay. So, here we are. So, we

[8:39:19] converted everything into the percentage everyone. And here we have a good percentage right there. And now, do we need this uh excess And now, do we need this uh excess everyone? Is this required?

[8:39:46] now. So go ahead, right click on the excess and uncheck show header everyone. Right click on the access and uncheck show header everyone.

[8:40:15] Now I know the next question is what if I need it back? if I need it back? Then what do we do? So if you need your header back you can always right click on counter D and check show header. So whichever header

[8:40:30] you let go, you can always right click and get your header back from here also. Okay, you can also remove it from here. Right

[8:40:42] you can also remove it from here. Right click and uncheck.

[8:40:58] you want it back and they have not added the headers, right? So we go ahead and check the reper when there we will see everything in its own time.

[8:41:10] All right? And we will cover that. Okay? What is tool tip? When you hover the cursor over there, a white box appears. This is called as tool tip. Okay? So what is tool tip? This white box called a tool tip. this tool tip in the

[8:41:26] mouse card we will explore that in a very good way right okay so we can we display count along with percentage yes we can do that along with percentage yes we can do that uh for that can you please go ahead and

[8:41:41] control drag drop okay so I'm asking questions here everyone you can work along with me see what I'm doing here same thing we did in the start of the session we are going to press control on the keyboard. We are

[8:41:57] press control on the keyboard. We are going to drag and drop count towards the going to drag and drop count towards the right side and create a copy of it.

[8:42:11] Controll drag and drop. Do you have a copy? drag and drop towards the right hand side. Once that appears, leave control

[8:42:27] button. Once you have the copy, please confirm

[8:43:12] Done. Very good. Now to the second count here. To the second count here. Everyone right click on the second count that we have a copy and go and click on the have a copy and go and click on the option at the bottom clear table

[8:43:27] calculation. So that uh percentage calculation it's a table level calculation. So go to the right click and uh select clear table calculation.

[8:43:55] and select the option clear table calculation. Everyone

[8:44:15] Now you want to add it as a tool tip. Drag and drop it inside the labels card. Drag and drop it inside the labels card. Everyone

[8:44:38] I don't seem to have that option. Everyone has the option busing. out. No worries. So here everyone, this is count. We drag and drop it inside the

[8:44:51] labels card. Please drag and drop it inside the labels card drag and drop it inside the labels card here.

[8:45:12] Now do you see what we have got? We have got 149 here.

[8:45:39] So now select the first one. Add the first one into the labels card Add the first one into the labels card too.

[8:45:55] one. Now you can right click and remove this one everyone. So this is what we wanted. So we have right clicked and removed it here from here.

[8:46:22] calculation it means you already have only numbers and not percentage. Okay. So you can uh so you have to go to pick table calculation and then multiply uh table calculation and then multiply uh then select the percentage there. Okay.

[8:46:46] Repeat the last step. I was changing the screen. You are stuck somewhere. Okay. screen. You are stuck somewhere. Okay. Drag and drop. All right.

[8:47:02] You all are supposed to drag and drop both the green colored measures into the labels card. Let me share the screen again. I don't know why annotation is again. I don't know why annotation is not working.

[8:47:26] right. So I'm trying to show here but annotation is not working everyone and I annotation is not working everyone and I have no other ways to show you here.

[8:47:43] this count order ID into the labels card? This also into the labels card. card? This also into the labels card. Can you please do that?

[8:48:14] Yes. Both the column count these into the labels card one by one.

[8:48:28] Zoom is glitching. I'm not able to use zoom properly right now.

[8:48:44] and one countd should remain at the columns. columns. Okay, one countd should remain in the columns. One at least.

[8:48:57] columns, it leaves a copy behind automatically. automatically. So you have to remove one copy of it but keep one copy here so that your bars are still there.

[8:49:11] Okay. So you can control drag and drop a copy into the columns. Leave one copy copy into the columns. Leave one copy there. Are we able to now drag and drop? It's okay. I'm anyways going to take uh

[8:49:27] the uh uh see I'm not able to I'm not able to use annotations right away. So it is very difficult for me to explain what to drag and drop. I can only say like look at the columns from the

[8:49:40] columns this green colored pair you are supposed to drop it inside the labels inside the marks card. I can only explain in words right now. I cannot working anymore. I am not able to annotate annotate anything on the

[8:49:53] screen. So this is what I will do. I will go ahead and explain on your screen. Okay, on your screen for now

[8:50:05] let's save your work. Okay, so it is not lost. So go ahead and save your work everyone. So this was so what we have understood here who is responsible category wise, region wise, returned orders and we have used all the three

[8:50:19] things together. Okay. So today we have went ahead and learned about the third one that is relationship relationship.

[8:50:36] Now in this relationship here what actually has happened at the back end it has went ahead and joined all three tables together. Okay. So you can see I am showing you here. See right now please currently it is going ahead and

[8:50:52] joining the all the three tables together. This is what I wanted you to show the technical part of creating dragging and dropping it requires practice but at the back end the logic was that join on

[8:51:07] the ad hoc basis and do calculations. This is what it has done. See region is from orders table, regional manager is from people's table. Category is from orders table. according to these three here we're having distinct count of

[8:51:20] order ids and percentage calculation two. So at the back end this join will happen out of this joined table our report was

[8:51:32] created from that report the visualization is then created how will you view that data everyone to view that data I'm showing you go to the white space here inside the plot area in the canvas go to any white space right click

[8:51:47] on the white space and view data everyone go ahead and view the data everyone and you will see the join joined report joined summary data there once you're able to see view data let me know all right so go ahead and save your

[8:52:03] work so this is it for today everyone so today we have learned about uh we have seen how to technically join the tables unionize the table and relationship we have learned in detail about logical layer and physical layer and how to

[8:52:16] utilize that with that we have learned about a few more calculations dimension measures and a stack bar chart shot and a bubble soft too. [clears throat] >> Now we have come to the end of this session on Tableau Desktop specialist

[8:52:30] watching and keep practicing. Don't forget to subscribe to simply learn for forget to subscribe to simply learn for more such full courses.