Re-Upload - Dashboard Layout in Tableau Next Part 6 of 6 [Reposted]

0:01Good evening.

0:03We're back to look at Tableau Next.

0:07Um, I want to start off this video by saying a couple of things.

0:10Um, first of all, I am

0:12I'm really energized by let's just say the energy of a new channel.

0:16It's actually I actually forgot, um, and and this this sounds a bit arrogant genuinely, but um but I actually forgot

0:25how um how much I enjoy the challenge of growing an audience, how much I enjoy the channel of building a YouTube channel.

0:34It's really weird because that's that's exactly what I've done over the last five years.

0:38But I I like

0:39I just forgot about all the little things I used to have to think about when building something new.

0:46And it's it's sort of energized my ability to, you know, just look at this channel and and I, you know

0:53push it forward in a way that I think is more appropriate to the audience that's going to be receptive to Tableau Next.

0:59Um it also means I need to also take that opportunity and re-evaluate how I do things on the other channel, which I've said before and I will get to that.

1:0725 3 will drop.

1:08I'll go right back to Tableau 10 and we'll do a bunch of videos.

1:10And then we'll come back here and we'll keep pushing with a bunch of other uh Tableau Next slash Salesforce things.

1:16But um that is a very deliberate choice.

1:18I am

1:19Maybe starting on overlapping ground and I have as I have been over the last five now, this is the sixth video.

1:25But what you will see over the next

1:27you know, month or so is that in five months, this channel, this Tableau next channel will be more Salesforce focused.

1:35We'll even go deeper into Salesforce topics.

1:38in a way that I just think wouldn't have worked on the Tableau Tip channel.

1:42And on the Tableau channel, I'll be able to take Tableau even deeper into other technologies that it works really, really well with.

1:49And on the third channel, which I haven't started yet, I'll be able to just not talk about either of those things and talk about data in general.

1:56So yeah, I'm really energized by that.

1:58Right.

1:59Today we have a big challenge.

2:01We have a big challenge.

2:02And I say big because I have no clue how much of this is possible.

2:05I haven't even tried it.

2:07And

2:08I've also been really humbled by lots of people reaching out to me to say, hey Tim, you're doing this a really broken way or Tim, your perspective on this.

2:16isn't necessarily what I recommend would be the right approach.

2:19It's really a better uh, you know, uh like a member of the community reached out to me to say, hey, listen, um, I think Tableau Next is really better placed

2:27uh with the Salesforce customer and I totally agree.

2:29I've said this on multiple videos.

2:31I know everyone doesn't watch all my videos, but if you've if you've watched all my videos you'll know that I've been dropping these hints that it's very much

2:37a Salesforce focused platform.

2:40But I also have to take you, the audience, on a journey because I think the majority of you are starting from what I would say the Tableau sphere.

2:47but you want to know about next and so I have to be honest with you and say hey I don't know Salesforce that well and some of that I'm going to learn here on the channel alongside you but at the same time

2:58There are some things I think I know about Tableau that should apply here that I think would be useful.

3:04And so we'll go on that journey and discover how much or how little of that I can bring across.

3:09As we start trying to build this out, we will see what we what we find in this experience.

3:15But this is also another way of saying, look, this will be the last time that I'll really

3:20Look at Tableau cord.

3:22So Tableau Desktop.

3:23I won't ever have Tableau Desktop open on this channel unless I'm drawing a comparison or showing you how.

3:30something used to work.

3:31This will really be the last time I do that direct comparison purely so we can evaluate the core capabilities and how they're different compared to the product today.

3:39Okay

3:40So, something's happening here.

3:41Oh, it's a bug.

3:42Okay, never mind.

3:43It's Tableau next.

3:44So that's all good.

3:46Man, the product team must watch this just with their hands in their face, going, no, stop having bugs, for goodness sakes.

3:51Um but I know these things are these things are not easy and um it's like building an airplane while it's flying.

3:56I totally get it.

3:57So what are we looking at?

3:59This is Tableau Superstore.

4:01So default dashboard.

4:02If you go to the uh home icon and click on Superstore, you'll see you get this workbook.

4:06You click on the icon again, we go back to it.

4:07It's got several tabs.

4:09This is the overview tab.

4:10I want to see how much of this I can build

4:12I also know that I have not seen a mapping chart type inside of Tableau Next.

4:18So what we will do is we'll replace this with

4:21Uh let's replace it with this table.

4:22I think tables are possible, so we'll we'll try and build this table, this heat map.

4:26Um I know this is probably considered as a dot matrix inside a tableau next, so we'll try and replace it with something else.

4:32But

4:33I think this will be a bit painful because I honestly don't know how some of these things work.

4:37Like for example, this this top item here, I know this is just one chart, but it's got several measures and they're just here on the measure pane.

4:44So maybe that's possible in Tableau Next, maybe it's not.

4:46Who knows?

4:47Um titles.

4:48I have not played around with titles.

4:50Matt uh posted a comment about titles and how it's possible.

4:53And I think what you have to do is put them in a container and yeah, there's there's a whole little kidding computer.

4:58So

4:59This video will be long.

5:00This might be an hour long video and I like genuinely a lot of it will be boring.

5:04So I'm really sorry about that.

5:05But I've timestamped it reliably so you can tune in and go watch the bits you want to.

5:11So yeah

5:12Let's let's get started.

5:13Alright, so let's go back to the overview and I'm gonna do this trick which you've seen me do, which is I'll take a screenshot and what we will do is we'll have this screenshot pinned

5:23so that we constantly have it available just so that I know what we're trying to do, okay?

5:28And then I can minimize this and if I want to I can always make this larger and make it smaller like that.

5:33This is a a tool I use called CleanShot.

5:35If you're a Mac user and you haven't used this

5:37Frankly, it's a tool you should go ahead and buy instantly because if you take screenshots or you want information re referable, like this is a really nice feature.

5:45You can use the scroll.

5:47um to make it transparent on demand which is which is absolutely lovely.

5:50You can copy it, you can you can do stuff with it.

5:53You can even set it up, lock it, and just turning into a product pitch.

5:57But you can lock it so that like when you hover over it it disappears.

6:00I love little little things like that.

6:02Are so nice.

6:03So we'll keep that there.

6:04Right.

6:05We already have the data source inside of our environment.

6:08If you've been watching this series, if I go to Tableau Tim the workspace, let's go over here.

6:15And we go over to the semantic model, you'll see that we brought the sample superstore data model.

6:22So everything we need is already here.

6:25We've already got a few charts.

6:26We're not really going to try and use some of these, but where possible we will we will do that.

6:31Now, one of the questions I got was is it possible

6:35to add a chart directly from the visualization.

6:37Because in Tableau sometimes you're on the dashboard and then you decide, oh, I need to go build something.

6:41So you go ahead and build it very quickly.

6:43So let me move this to the bottom left and let's just go ahead and add a new dashboard.

6:49I forget the visualization is just one sheet in Tableau, but we want to add a new Viz.

6:54And what we will see actually we will see something new here because I um had not enabled this in previous videos, so there was nothing loading here, but there are some

7:04pre-built um templates from the marketplace and this is now showing because I enabled the marketplace.

7:10I'll do this in a separate video because I basically went through some settings and I realized man I've not had like the full experience switched on so

7:17uh amateur hour over there but we're gonna create a blank dashboard and we'll go ahead and we'll get this so we'll get the blank canvas okay so the first thing we can do straight away is create the title executive overview profitability okay so let's go ahead

7:32and go up here text we'll put this here and we'll call this um I'll put this over here in this little corner because I think that works.

7:39So executive do you have to type it over here executive dashboard

7:47Uh profitability.

7:49Profitability.

7:51Okay.

7:53And we'll just make this larger.

7:56Let's say 24 pixels, good.

7:58And let's see how the text flowing works.

8:01If I just yeah, it kind of works good.

8:03So let's just keep making this larger.

8:06Um I I wish you could um I hate that this is a drop down.

8:09I wish you could just nudge this up and down in Figma and other tools.

8:12It's it's a lot easier just to

8:14It like just nudge it up one without having to choose something.

8:18That that's like always two clicks to to pick something, even if it's just nudging it or incrementing it by once.

8:23So um small bit of feedback there, but yeah, this will do.

8:2632.

8:26We don't need this to be like super, super, super great.

8:29So executive dashboard profitability.

8:31Now something I notice about this dashboard um just looking at this little screenshot is that it's it's a bit wide.

8:38Um so what it makes me want to know is are there any yeah I can go full screen so it can use a full width just like Tableau Normal or I can do

8:45custom and I can specify like a specific width.

8:48It's you don't get a height because of course I think the idea is that it can just you can just constantly

8:53sort of scroll and um sigma actually sigma analytics does this it just basically gives you an infinite canvas so you can just keep scrolling you can just keep adding things and you can create buttons to jump

9:03jump down so I'll constantly be comparing to Sigma because this is an another product I use a lot at work so this is the only other point of reference I have

9:10Um Power BI is very similar to Tableau in the canvas sense.

9:14You do have to define a width and a height and that becomes your canvas.

9:18So there we have it.

9:23We'll see what that sort of works like.

9:26Obviously, like I think you need to make sure your text box fits the text, so you know, set that up correctly and I think that that will just always persist that size.

9:34The dashboard should never get less wider than this, so that should be fine.

9:37Anyway, we spent way too much time on the titles.

9:40First challenge, um these measures here at the top.

9:44So sales profit profit ratio profit okay

9:49So does Tableau Next have a concept of measure names?

9:54So if I go up here and I say visualization and I go in and I put this in here

9:59I can add a visualization and you'll see that I can list the previous visualizations.

10:04But one thing I didn't do before is you can create a new visualization right here.

10:08You don't have to, I think, leave this canvas.

10:10So let's go ahead to this um

10:12Superstore data model.

10:13I have Kirk Munro to thank for this tip because I didn't actually think of doing this, but it does do what you expect it to do.

10:19Opens a new tab.

10:21And you go ahead and build your visualization, and then the idea is you go back in here and actually add it.

10:26So that that flow is it's not ideal because it's not like a murder window where you stay here, but it's technically taking you to the place you'd want to go

10:34and that's that's fine.

10:35Okay?

10:36So we have the concept of measure names.

10:38Let's go ahead and put that in and you'll see that I have no measure name, no measure values.

10:43And so the way this works in Tableau is you have uh measure names and then measure values.

10:48And then um what what you strictly what you're supposed to do actually if I'm being honest is if you put measure names on details and measure values on label

11:00And then as you put measure names on filters, can I do that?

11:04Can I put measure name on filters?

11:06No, I cannot.

11:07No, no, why can I put measure name on filters?

11:10I put category on filters, but I cannot put measure names on filters.

11:15That is irritating.

11:16Okay.

11:18Let's do this.

11:19Okay, let's clear this visualization.

11:22Let's just fight with this a little bit because maybe I'm missing something.

11:25So let's say I bring sales onto label.

11:28So we just have the sales value.

11:30Boom.

11:30Then I bring profit onto label as well

11:33Now I have two values, but it doesn't want to show it to me, so let's just go entire view.

11:40Do I have two numbers?

11:41No, but my tooltip has multiple numbers.

11:46I am on the automatic tech text type, so let's set it to text explicitly.

11:52And I'm still only getting one measure.

11:55Is that what I'm supposed to see?

11:57Let's bring quantity onto label as well.

11:59And it's still the only thing I see.

12:01Okay, let's change the order of this.

12:03So that does change the number.

12:05So the order does work.

12:07I'm also removing things to be fair.

12:09So if I put um

12:12Let's put sales on detail and then change it to label.

12:17Okay, so it it only seems to want to do one thing on the label at any one time.

12:22That is absolutely fine.

12:24But what I now hope is if I put measure names on columns, uh, it does not quite work.

12:30It doesn't like it.

12:31Okay, and what about if I put measure values on rows

12:37No measure values.

12:40No, they're still not doing what I wanted to do.

12:43I don't think this is possible, so uh let's just flip this around.

12:48This is always frustrating because

12:49You kind of expect the the that the terminology hints that the feature's available, but it's not.

12:57So

12:59Okay, let's assume I'm a Salesforce user.

13:01I've never used Tableau before.

13:02I wouldn't know this, so let's just remove this and just leave it leave it as is.

13:08Let's approach this somewhat differently.

13:10So, what I will do is, I think this is the only way to do it.

13:14There's there's two ways I could do it actually.

13:16I can build the metric, which is actually a much better way of doing it.

13:20I think that that's probably what I should do.

13:23Because if I

13:25Show you what this strictly is.

13:27It is actually strictly that.

13:29So maybe that is the better thing to do.

13:31Sales pro okay.

13:32Let's do that.

13:33Come on.

13:34Let's let's build a nice metric

13:36This is gonna be a long video.

13:39So not not not that.

13:41Okay.

13:42Let's bin that.

13:43Let's go back in here.

13:44Metric.

13:45Let's put this in here and add a metric.

13:48Here I don't have the ability to create a new metric.

13:53I do have to have it already

13:56So that's fine.

13:57We'll hit cancel.

14:00And oh am I wrong in that?

14:02Am I wrong in saying that?

14:03Let's go add metrics, select the model again, select.

14:07additional dimensions.

14:08Now these are filters you can define and stuff like that, but you can't strictly create one from here.

14:13So that's fine.

14:14Okay.

14:16This is generally where this sort of multi-tab experience is actually quite helpful because you see they're being opened up here at the top.

14:22Um, and uh yeah, I can basically switch between workspaces.

14:27So this this part of the vision

14:28You know, I've known about this part of the vision for a long time.

14:31And this to me is just the most coherent part of Tab Linux.

14:34Being able to switch between the different ecosystems very easily um within the within one browser window.

14:41I'm not having to change tabs and stuff.

14:43like that so I actually I actually like that I'll I'll give them props for that.

14:46So we already have profit.

14:48Okay.

14:48This is good.

14:49This is good.

14:50Okay.

14:50We got some momentum here.

14:51So profit let's be let's go ahead and create sales.

14:54This could take some time because of course

14:57Metrics take a little bit more effort to create.

15:01So let's go ahead.

15:05Sales.

15:06We won't add a filter.

15:08The time dimension is order date

15:10Um for now I will just add like a standard set of

15:20filters, city, segment and category and subcategory.

15:26Okay, next

15:28Okay, previous actually, and what I'm gonna do just so that I don't forget that is do the exact same thing again.

15:33Um put this on my screen so I don't I don't forget that.

15:37Hit next.

15:38I can do this as well to get that out of the way

15:43So we can see that.

15:45Okay, I think I can see that.

15:46My site's not that good.

15:48Okay, add record ID, blah blah blah.

15:50I might do these very like slap dash just so I can get through this video.

15:56Because otherwise it's gonna take so long.

15:58Uh profit, we've done profit ratio.

16:02Interesting.

16:02Profit ratio is

16:05A calculation, I do not know if it's already in here.

16:08Profit ratio.

16:10Um if it's not in here, this will be have to be a calculated field, and I might not be able to create something

16:18So let me just type uh no wrong place ratio Ah calculated measures we can add it okay so

16:29Interesting.

16:32Let I'm gonna cheat for a second here because I could swear

16:45I could swear.

16:49Oh, it comes in the calculated data source, but it doesn't come as a field.

16:53Fine.

16:54Um

16:57Profit divided by sales, meh okay.

17:00I'll copy that.

17:01I think this should work inside of

17:04Here will I get away with it?

17:07Nah, won't uh surely profit ratio.

17:11Maybe I will.

17:11This this could this this could be quite quite cool.

17:15So let's just do this.

17:17Profit ratio, number, blah blah blah blah, this is a percentage actually.

17:24Validate nah missing reference formula reference a field that does not exist.

17:29Sorry Tim, you cannot do that.

17:31So you have to type it in and then you select it and then it actually brings the full

17:38proper SARS force field.

17:41So this is yeah that's a bit frustrating.

17:43We don't really need this fully but okay fine.

17:46Um how about validate now?

17:50Aggregation function level calculated fills require user ag.

17:55User aggregation, yes, validate.

17:58That is that really annoys me.

17:59That really annoys me.

18:01Um save.

18:03Okay.

18:05Good.

18:06We have created profit ratio.

18:08As a calc.

18:10Oh my gosh.

18:11Okay.

18:12We didn't

18:13create the metric.

18:14We were we're still building the freaking oh my god okay profit ratio it's gonna be a long video I might have to cut bits out maybe I'll just create this one metric and then skip ahead

18:27Oh my god.

18:29There it is, calculated measure.

18:31Okay, order date

18:34Yeah, this metric I'm just not going to do anything.

18:38Let me say one thing.

18:39This is great to see this number correct

18:41Um we already know what the number should be.

18:43It should be 12.

18:446.

18:44This is one decimal place there, two decimal places here.

18:47So it's actually good to have this number like this.

18:49Um so yeah.

18:50Um

18:51To be able to just see that straight away, just to validate against Tableau and normal.

18:55That's great.

18:56So go ahead, save that.

18:58So we've got three.

18:59We got three.

19:00We got um

19:02Profit per order.

19:03This is interesting.

19:04I might just I'm actually just gonna use this as a crutch to like get through this because I do not have the patience and or time to magic up all these formulas myself.

19:15So

19:16If you're a Salesforce user, I'm really sorry that I keep switching between Salesforce and Tableau.

19:22But yeah, this is this is profit per order.

19:27This is interesting.

19:28So this is a row level calculation.

19:32And we can

19:36uh add new put this in here it's a row level calculation so if we just go ahead and type in profit

19:47And then count distinct of order ID.

19:51It's not a row level, it's an aggregate um calculation.

19:55Order ID in the orders table.

19:58Gotta be careful there because it could be different.

20:01It's gonna tell me about aggregations.

20:05So and that should be fine.

20:08We'll call it uh profit per order.

20:13Uh validate.

20:15Look at that.

20:16I'm getting the hang of this.

20:19And this time I'm gonna remember that I'm here, then I'll just go ahead and select next.

20:23Profit for order is 57.

20:252 and the answer is 57.

20:2718.

20:28Let's go.

20:30Alright, okay.

20:31We've got some momentum now.

20:32I'm getting into the flow.

20:34Uh Dani, if you if you use Tableau for a while, you might have heard Tableau in the past talk about getting in the flow.

20:39This is this is kind of what's slowly happening.

20:42Sales per customer.

20:43Okay, this is basically the same as the one sales per order.

20:46Sales per customer is basically the same thing

20:49So here we go.

20:51Can I clone it?

20:53Yes, we can.

20:54Okay.

20:55Profit um call the sales.

20:58per customer and it's basically going to be it's not gonna be quite the same I have to go and freaking add a new one

21:09Sales per customer.

21:11The last of the calculated ones, surely.

21:13Here we go.

21:15Oh god, I'm trying to work so fast here just to just to make this video half appealing.

21:21Um, I feel like the people watching this bit the most are uh people at Salesforce, I'm 100% sure.

21:27Um, so

21:29To anyone there watching, um, yeah, hit me up if you want some feedback.

21:34Uh I'm I'm I'm open to it.

21:36Um Sales per Customer, uh yeah, let's validate uh what did I miss?

21:40Invalid uh inval API name is required.

21:44Of course, I didn't give it a name.

21:46Um sales per um customer.

21:55I will try one thing that I haven't tried so far for the next one.

22:00If it requires a calculation.

22:02Okay, we don't need that.

22:05Time dimension.

22:06Order date.

22:07Oh, because we claimed it.

22:09That's already picked.

22:10That's very cool.

22:10Hit save.

22:122.

22:129k I saw there.

22:142.

22:149k.

22:15Okay, average discount.

22:17That's just going to be the average of discount and then quantity.

22:20So the last two metrics are pretty easy.

22:23Um so we'll call this quantity.

22:25No calculation just yet, so um quant

22:31I'm glad I'm only doing one dashboard, I'm not gonna lie.

22:36But this is important work.

22:37Uh this this needs to be done.

22:39Um I'm I've I've you can just see I've just not bothered with the dimensions.

22:43I just need to get through this video

22:45So um slowly um um working through

22:55And this one's different.

22:57So the aggregation on this is different.

23:00So it'll be interesting to see if I can change that.

23:03Here we go.

23:04Average discount up is

23:07Down.

23:08Up is bad.

23:09We don't want the discount to be going up.

23:11The uh dimension is still the same.

23:13So this actually helps the advanced stuff.

23:16And this is supposed to be a percentage, obviously 0.

23:1816.

23:19That's not what we want, so we can, I believe.

23:22Can we tell it?

23:24Maybe not in this step.

23:27So

23:29Uh let's go to previous no next, okay.

23:36Ooh.

23:38Mm

23:43Hmm, can we not do percentages as metrics?

23:46How can that be?

23:49Up as bad, aggregation type.

23:53Filter.

23:56Come on, surely.

23:59What am I missing

24:03Next, it's no dimensions to create record level details.

24:11Nothing here.

24:12Trends and changes.

24:14Nothing there.

24:15Contributions.

24:16Nothing there.

24:17Inside dimensions, nothing there.

24:21Huh.

24:24Average discount.

24:25Can I what am I missing?

24:35You know what I have to do?

24:39I think I have to create you know what I'm gonna have to do.

24:42Um

24:44To get the percentage sign, I think I have to go ahead and create a calculation.

24:53I have to just basically go into this, go to measure, select add new, then in here go AVG and then discount.

25:04Because here I can say this is a percentage and we can say A V D discount.

25:13If that's not possible in in there, I'm gonna get an error because I have not chosen user ag.

25:21I don't know why it doesn't do it for me.

25:23That is just

25:25That would be good.

25:27Alright.

25:28Average this game.

25:30That's a gone in order date percentage

25:34Let's go.

25:35Alright, that's a very weird way to do that.

25:38It would just be easy if I could just pick the thing, select average, then select percentage.

25:44We are 25 minutes in and I'm not even past the the top little section.

25:48But anyway, come on, let's keep going.

25:49Let's keep going.

25:50Stop talking to him.

25:51Just get building.

25:53Come on.

25:54Alright.

25:54Okay, we've done them all.

25:55Alright.

25:56Is there anything else I might need to build while I'm here?

25:59Well actually it doesn't matter because

26:01I've got the um I've got the things here.

26:03So what we have secretly done is built up this top view.

26:06And so now what we can do is go back to our lovely, lovely, lovely, lovely dashboard.

26:11And put this here.

26:12I can I can do this just to just to help me lay it out.

26:15Just do this.

26:16Okay, so put this here.

26:17So add metric.

26:19sample superstar come on put this here select look at this now we can just sweet just go and add them in um

26:31Add metric boom.

26:33I wish I could add multiple metrics at the same time.

26:37That would be good.

26:39That would be very good.

26:40Um

26:43I'll format all of these later.

26:48Select.

26:50Okay.

26:51Profit for order.

26:53I am not cheating.

26:54Um

26:56I nearly gave up at one point, but we are gonna push through.

27:03Come on, sales per customer.

27:05Ah, that's the wrong one.

27:07Profit put order.

27:08No, that's the right one actually.

27:10Um I magically pressed the right button there.

27:13Um okay, I've got a spacing issue coming up.

27:16Let's see how I'm gonna have to solve this

27:18You can see I'm thinking ahead and I'm thinking, uh-oh, this is this is not gonna this is not gonna do what I want it to do.

27:27Um profit per order, sales per customer, right, we're gonna add this last one in.

27:37Okay, that is aligned.

27:38And then what is this last salespair customer?

27:42Average discount, the one we just spent ages building.

27:46It's annoying when you click these, it doesn't actually switch over, so you have to click on the dot for it to switch over, so okay

27:54And last metric, let's just put this down here for now.

27:57Quantity cells don't uh okay click on the quantity select.

28:03Okay, so now uh now we've got a spacing.

28:08Can I bulk select anything?

28:10Can I hold shift?

28:11Nope.

28:12Can I hold command?

28:13Nope.

28:14I cannot bulk select anything.

28:17So what this means is let's just move this out of the way.

28:24We don't need this anymore.

28:26What this means is I'm gonna have to uh bring in a container, I think.

28:32And I think if I put this in, I can move things around

28:44And if I let's just do this.

28:51What happens if I resize this?

28:54Oh my word

28:58Okay.

29:01Okay, okay, okay.

29:03Breathe, okay.

29:07We I did not do my grid maths properly.

29:12Okay, I just have another question.

29:14Sorry, I gonna have to answer this.

29:17Weird.

29:19It's got the ability to resize the the the the assets, but you can't use it.

29:27Oh my god, okay, alright, alright, alright, alright, alright, alright, alright, alright, alright, okay, okay.

29:35Um what am I gonna do here

29:40Okay, um the other thing is with these metrics I don't have to show the chart so we just show the number yeah

29:48Show we don't need to show the comparison yet.

29:50Haven't been able to set that up.

29:52The titles, show applied filters, that is perfect.

29:56So actually

29:58Building a a nicer set of nicer set of these.

30:04I cannot be bothered.

30:08Um

30:12Ah, this is painful.

30:13Um it would be good to be able to bulk select these and go make this change.

30:19Sorry to bring it up again, but over in Stigma Analytics you can do this.

30:26At least on their canvas.

30:27Um on their canvas you can select one asset, do all your formatting to it, then copy it and paste it to the other asset.

30:37Which is a massive productivity saving.

30:40So yeah, um I know it's possible because they're doing it.

30:44So yeah, there's feedback right there.

30:47I think I've figured out.

30:49I've yeah, I've just I've just come to peace with what I have to do.

30:52The fact you can't overlay this really stings you when you just get them into the wrong position and you just want to do a quick fix.

31:00it it's not really possible.

31:02Um I'm not even making these all the same.

31:05It's not easy to do that.

31:07So whilst the layout is better, I think I said that yesterday, it's it's easier to not make mistakes with layout here.

31:15It's harder to move everything across.

31:19But for you, my audience, I will live through this pain.

31:27Yeah, you all would have rage quit by now, but it's all good.

31:30And maybe this is a small thing.

31:31Let me know if you think this is a small thing.

31:34But um

31:36I don't know.

31:37I'm I'm I'm an analyticist consultant.

31:39I spent way too much in the time and the tools for this not to be a small thing.

31:43Um

31:44Annoyingly, if this is how if this this is what the tool does, like I I'm billing that to clients, right?

31:50So that is not ideal.

31:52Um, okay.

31:53So with this one we can delete it.

31:56Alright, we have nailed the thing.

31:58Now there is our executive dashboard profitability.

32:02Let me just remind you what the dashboard's supposed to look like.

32:04We've done the top, right.

32:07We've only got three more charts.

32:09We're so close.

32:10We're so close.

32:11And they don't exist.

32:12So what I'm gonna do, let me just bring Tableau back on screen, is instead of this map, um, we are going to build

32:22Let's get this out of the way.

32:23Uh overview.

32:24We're gonna build this table.

32:27So furniture.

32:28So let me just get this out.

32:30So I remember what this is like and this is just sales, so we can we can pin this over here somewhere so we don't forget it.

32:38Okay, close that, close yeah, I'll put this off screen for now

32:42We're gonna add a visualization.

32:46I add a visualization.

32:47Of course, create a new visualization.

32:50That same semantic model.

32:52Right, what do we want?

32:53uh category on rows boom okay order date on columns boom okay let's make this uh this is like all years

33:07So I will co and choose um month

33:15Hmm, I think we'll just do the value month actually.

33:19Well hold on date part.

33:21Uh yeah, yeah, sorry, this is what we want.

33:23This is what the table strictly does.

33:25And then well what we do we have the years as a second component to this

33:34And the year of order date?

33:37We've got fourteen years of data?

33:39I don't think so.

33:40Fiscal year

33:46Is that that can't be right?

33:51That cannot be right.

33:53Fiscal year order date

33:56Alright, can I can I uh uh no okay I can't I can't describe fields, so that's fine.

34:05Um maybe this is not exactly the same data set.

34:08I'm a bit worried about this.

34:1115.

34:13I think when this has ingested the data, it's done something very, very funny to the years, to the point where I don't think I trust this anymore

34:23Um what would be a good way to check?

34:26Let's let's just go in here and just just do year.

34:34It comes back with the same thing.

34:36I genuinely think something's funny is going on with the dates.

34:38I can even see it say 2025 just based on today's date, but maybe that's not actually what's in the data.

34:45Let's do this.

34:46Let's try and see the individual um like continuous years.

34:52Yeah, that is okay.

34:55If you know what's going on, I have no clue.

34:58This should say 2020, whatever it should say.

35:00Um it shouldn't it shouldn't be one, two, three, four, five.

35:03So I I don't I don't know.

35:06I will put a pin in it and come back to it.

35:08So let's make this as discrete.

35:10So we just got the separate bars.

35:12Let's just assume this is correct.

35:13I might um

35:15We've even got duplication there, a new one.

35:18So I don't know what this this is about.

35:19So let's do this.

35:20Can I I can't multiple select, so um

35:26If I put this in here, what's it gonna do?

35:29Um we can do a range.

35:33Uh it is genuinely is formatting the dates with

35:37I don't think that's a that's me.

35:38I th I think that's a bug.

35:40Um so what do I do?

35:45Um

35:50Can I I was looking for the right-click option to save uh fill like keep only that would be a really good way to fill this, a really fast way to fill this.

36:02I don't know.

36:03I'll just put sales in a label.

36:06Surely that gives me the table I need.

36:08Great

36:09And then if I do the classic thing in Tableau where I make it a square and then put okay, it didn't didn't quite work.

36:16Put that on the label.

36:18Didn't didn't quite work.

36:22It it didn't quite work.

36:23That didn't that did not do what it was supposed to do.

36:26Okay.

36:27Um right, we know what the chart is.

36:30Let's try dot matrix.

36:32Does it okay it does change it?

36:34It does change it.

36:37Oh this is month of order day.

36:41Oh no, it's just it's just flipped these around.

36:44Sorry.

36:45Oh, that's irritating.

36:47Okay, so it's it's moved these around for me.

36:49That's not what I wanted.

36:52There we go.

36:54Um then here I can say make this a square and can I get the label showing?

37:02Let's see if I can get the label showing

37:05Not quite.

37:06Some of them yes, because they don't have stuff below them, but it's not quite right.

37:11Um I don't see it as a

37:13As a element, so let's just go play it as a table.

37:17I'm sort of walking this back.

37:19This is not as this is not what you wanted.

37:21So uh let's undo

37:24Let's just settle for a dot matrix without labels.

37:27Okay, let's just do that.

37:28Okay.

37:29And call this um

37:33Table original name table we're say close we're say close and hit save

37:45Something went wrong.

37:46Try again later.

37:48Not sure I can do that if I'm at work.

37:51Let's hit save.

37:52There we go.

37:53Successful.

37:54Good.

37:54Alright.

37:56Okay, we uh where are we?

37:58Where's the dashboard?

37:59Okay, there it is.

38:00Oh okay, that kinda works.

38:05I don't know if you've seen those memes on um on YouTube, on shorts or TikTok where like someone's singing initially like woo and then the second half of it is like

38:20uh someone singing the song out of tune.

38:23I'll I'll put an example on screen when I edit this because I think it's very fitting right now.

38:30Anyway

38:32I think I'm gonna just have to leave this here.

38:35And let's let's go to let's go to the last two.

38:39Okay, been 38 minutes.

38:40We've only got two more charts.

38:43Um

38:45Actually, uh we did miss one thing, titles.

38:49Oh, we'll do the titles with these ones.

38:51Um so monthly sales by segment and then we've got the line chart.

38:54So want to do a stacked

38:56Area chart that's technically what that is.

38:59So add a visualization, bring this out, add a viz

39:09New visualization.

39:12Okay.

39:14We don't have area charts.

39:16I'm just gonna stick to a line chart.

39:18It puts everything out for you, thank goodness.

39:21And I think what we had were what were the colours in this?

39:29What were the colours in this representing?

39:32There is no legend on this chart.

39:34That makes no sense to me.

39:37Oh, just profitability, like unprofitable, unprofitable.

39:41Um

39:43Okay, what I'll just do Oh it's by segment and then no no the segments on the left.

39:49I think it's just profitability and unprofitable, yeah.

39:53I think that's what it is.

39:54I'll just assume that's what it is.

39:56Essentially we just need um uh one measure split by two things.

40:00So that's the best way to do this.

40:02So I'll just say um

40:05We'll put the segment on rows.

40:07We'll put um order date on there.

40:12We'll make this a continuous

40:16uh month just get a nice line chart and then um unfortunately it's decided to not do that properly and then uh let's get sales

40:30On there.

40:32There we go.

40:33Very nice.

40:34And then in terms of detail, um

40:38Can we color underneath this?

40:40I don't think we can.

40:40I don't think it's an option.

40:42So that is fine.

40:44And what can we split this by?

40:46Um

40:48I need something with very few fields.

40:51Ship mode.

40:52Ship mode will do.

40:53Put that on detail.

40:54We'll get more lines.

40:56Put it on color

40:58We'll get three lines and technically if it was an area chart it would be okay.

41:02Another solution because we can't do the area ch um we can't do this the area chart is to say

41:09Make these discrete, the months discrete, and then um turn this into a bar chart so each month has its own columns and then they stack up onto each other and it's fairly nice.

41:20Can you synchronize the axis?

41:21Can you get independent axis?

41:23No, you can't.

41:24That's not an option.

41:25So I will settle with this.

41:28Because this is probably the best looking option.

41:31It's not quite what's been built on the other page, but I can't really win with this axis like

41:37If I can't um um what what does the range do?

41:47Uh if anyone knows what does this actually do?

41:50Range is a new thing.

41:52I don't know what that does.

41:54It's so weird.

41:56Um yeah, it does something.

41:59Let's just it just flips the it just flips the way the the things are stacked, okay?

42:12Um segment.

42:17Hit save.

42:19Now while I'm here, can I clean it?

42:21Yes we can.

42:23So that's cool.

42:24You can copy a sheet essentially.

42:25That's that's that's basically what we're doing here.

42:27And then from segment we can put the category on here

42:32Instead, same chart flips over.

42:36We'll call this category

42:44Hit save, go back to dashboard

42:52Add that on and categories one we haven't got.

43:02Okay.

43:08All right.

43:09We've done ish.

43:12That Tableau Conference-ish branding never never dies.

43:15I'll keep calling things ish from now on.

43:18There we go.

43:19I think titles.

43:21We're not we're not done.

43:21We're not done.

43:22We're not done.

43:23How do we do a title?

43:24So

43:25The way you bring like first of all let's check is there any chart title options?

43:28So widget design I don't see an option to enable like we have here for example I can show title I can hide the title that's really good

43:39Charts do not yet have that very clearly.

43:42That would be the design pattern to follow for that, and we don't have it.

43:45So the solution at least today has to be to bring in a text box like so and

43:53title now if you want that to move with the object the solution to that is to bring in a container

44:03Make it big enough because I don't think it resizes for you, which is a shame.

44:10First put your title in to make sure it fits, then put your chart underneath that.

44:15Then minimize this as much as you can until you see that red.

44:20And then now you can move the whole object.

44:25And when you double-click into the

44:29thing you can get the title showing it nice and large and then that moves it

44:37Yeah.

44:38God.

44:39Um this is almost too big.

44:47Oh my god, how is that even possible?

44:51There we go.

44:52Alrighty.

44:53Okay.

44:56I made it ish.

44:57I didn't even finish this.

44:59I think I think we got the gist.

45:04Weirdly, the dashboarding capabilities are fine.

45:10And that's such a weird thing to say having just had a really painful experience.

45:14It's the charts that make the dashboarding painful because, for example, the chart titles don't come up, so then I have to do that.

45:26The metrics, um the percentage that was painful because it wasn't easy to create and so getting on here was painful.

45:37Truthfully speaking, this should be how metrics are done.

45:40Like that I actually agree with that approach over the Tableau approach where you define it multiple times again and again.

45:46These should be defined at the semantic level.

45:47So strictly speaking, having gone full circle and been like, oh, this is painful, measure names doesn't work.

45:52Actually, you shouldn't be messing around with measure names.

45:54Just have the metrics defined centrally and then have them show up on the dashboard

45:58Um interactivity.

46:00I've not even added any filters.

46:02So one of the things we can do is we can preview this.

46:06Let's go ahead and preview this.

46:07And you'll see that it takes up the whole dashboard.

46:09It's not great.

46:10But when I do click on furniture, it does it does filter.

46:14Now, some of these filter, but not all of them.

46:17So I wonder, what did I do differently?

46:20For like, why isn't profit ratio filtering?

46:23And I think this is a classic example of I set this to user ag and this is what's happening as a result.

46:33So let's go ahead and view the metric information.

46:36Does it tell us here?

46:38Profit, metric value, semantic model, let's oh we can edit the metric.

46:44Ah okay, I can't remember.

46:47I cannot remember what's what.

46:48So profit ratio.

46:49Let's go into the semantic model.

46:51Go into profit ratio.

46:52Edit the metric.

46:54Go into the value.

46:55Oh, this was.

46:56That's not the wrong thing.

46:58That's the wrong place to be editing it.

46:59So we need to go into profit ratio here.

47:01Oh we actually see the preview here.

47:03But it doesn't tell you the user ag uh please add the you given how much of a like pain this is

47:10Please put it in the in the thing.

47:13So I could just use a sum here.

47:16Save.

47:18Validation failed update semantic entry with the API name.

47:22Wait, why?

47:26The update of semantic entity with the API.

47:31The update of semantic entity with APN.

47:34Fake as formula validation error.

47:37Aggro aggregated function level calculator fields require user aggreg.

47:40Okay, yeah.

47:41So I'm thinking this has got something to do with the fact that it's user aggregated.

47:46Which is then what's stopping the dashboard from just dynamically filtering things.

47:53Whereas these ones, these are all user AG, and the other ones aren't.

47:57So let's go to the quantity metric.

48:00uh this one here and if I edit this metric I go to the value well this wasn't something I created it's just a field so why isn't this

48:12Oh, I know why.

48:14It's because I was super lazy.

48:17That is why.

48:18Ha ha.

48:20Category is not on the metric, so it will not work.

48:25That is so irritating.

48:27So because I was lazy, I was trying to save time.

48:30The metric doesn't work.

48:32So let's just add that back in.

48:37Oh no.

48:38Okay, hit save.

48:40We can save the dashboard, try again later.

48:43Second time lucky, that has worked.

48:47I'm a hundred percent convinced uh that is what it is.

48:52Um edit.

49:00I'm gonna delete the metric and bring it back in again so that it has like oh god um

49:11It has like the fresh one.

49:22That oh this I brought the wrong one in.

49:27It's that it's that thing again where you think you've clicked it and you haven't.

49:30Um

49:31So I keep doing this and I'm not clicking it.

49:34I am clicking it, but Ask Force doesn't think I'm clicking it.

49:36It wants me to click on the dot.

49:38That is super painful.

49:39Okay.

49:40So value yeah, we want that.

49:43So now I believe I believe because I have this with the category dimension in the metric in the first place.

49:51When we then go to preview, beer, please, please work.

49:55Oh my god, it's not even on the same thing.

49:59Why?

50:01That has to be it.

50:03That has to be the reason.

50:04I set these two up properly.

50:06I didn't I didn't set these other ones up, so they're just

50:10They can't be filtered by other fields in this dashboard because those fields are not in the metrics, so those those fields aren't passing through.

50:17Self doesn't know how to do to to cut it down, and it is what it is.

50:23Okay

50:24I'm quit.

50:25I quit.

50:26I quit.

50:27This is it.

50:27I'm I'm done with this dashboard.

50:29Don't critique the aesthetics.

50:31Um that's not the point here.

50:33The point was the dashboarding experience.

50:35The aesthetics, I think it's obvious in my previous videos when I was looking at the charting feature that the charting stuff to get it to parity still has some way to go.

50:44It's obvious.

50:46The the the thing I said in the last video where like charts are either wrong or they're right.

50:57There is no middle ground, and I think that's essentially what's going on here.

51:01Like, these are not objectively the right things to be showing users, so I could not ship this today

51:09And here's the thing, if I have to build in a direction to suit what the feature set can do, that's not ideal.

51:18I also think I wasn't trying to build something that like a basic business user might want to build, like a table with with numbers on it, like not but not a table, you know what I mean?

51:29Like a heat map.

51:30I think that's something people might like, especially in finance, you know, when you look in a get a set of accounting information, you do typically highlight the boxes.

51:38That's just it's just an industry basic thing

51:41Um these these area charts.

51:43I think that's a pretty basic request.

51:45Um being able to finesse the axis so that when we've got really large values on one segment we're

51:51We're kind of proportionally looking at everything.

51:52Okay.

51:53Again, really, really basic.

51:55Being able to set the min and max of the axis.

51:57Like if I go to the actual

52:01Let's go to this one.

52:02If I go to this this chart, you see here, like there's just there's no controls or nothing that I can use, I believe, to do this.

52:11If I'm wrong, please tell please tell me

52:14But I just can't find it.

52:15Um So I'm gonna save this.

52:19I feel like it's an important marker in time and it's a really good way to come back to this experience and see if we can tidy this up with easier, better functionality in the future, so

52:29First dashboard.

52:31Okay.

52:32I can never spell this damn thing.

52:34I always type dashaboard.

52:37Alright, okay.

52:40We've been going for 52 minutes, 40 seconds.

52:42It's way too long.

52:44But I got as close as I possibly could and we tried everything.

52:48We genuinely did try everything.

52:49And yeah, hopefully you've enjoyed this video.

52:51It's probably too long.

52:52I doubt you'll watch all of it.

52:54But um do me a favor, do me a favor.

52:56If you've made it this far, please if you're like one of the three people that's made it this far, please share it with one other person so that we can like increase that population by

53:0625% it would be really really beneficial.

53:09Thanks for watching.

53:10See you in the next one