Tableau Desktop Crash Course: Learn the Fundamentals from zero to dashboard

0:00Hey, it's Tim here. I'm super excited about

0:02this video. This is a Tableau Desktop crash

0:06course. Yes,

0:07I promise you that if you watch this video

0:09from start to end, I'll make sure that you

0:11've gone

0:11from zero, absolutely no understanding of

0:13Tableau whatsoever, to a dashboard

0:15published on Tableau

0:16Public or Tableau Cloud. And I'll string

0:19everything in between. We cover the

0:21different license types,

0:22Tableau Public, Tableau Desktop, how to

0:24install them, how to use them, the

0:26interface, building the

0:27basic charts, so you know how to get

0:29started with those as soon as you have

0:30access to Tableau itself.

0:32And we'll even talk a bit about some quirks

0:34and some tips and tricks that I think are

0:36fundamental

0:37for users to have right out of the gate.

0:39This is I think one of the best starts to

0:41Tableau that's

0:42available anywhere for free. And it's also

0:45made me wonder what would a full on Tableau

0:48course

0:49covering the entire platform made by Table

0:52au Tim look like? If you're curious, stick

0:55around to the

0:55end. As ever, let's get stuck in. Right,

0:59today, we are learning Tableau. Let's

1:02switch over to this

1:04view. So let me just check everything is

1:06working. Okay. Yeah, we're learning Tableau

1:09. What is Tableau?

1:11If you haven't noticed, let's do some house

1:13keeping first. On the left of the screen is

1:16literally my

1:16notes that I'm going to be working through.

1:18So if you're already keen and you've sort

1:19of been

1:20looking at the left hand side, this is sort

1:22of the rough agenda for the crash course.

1:25And it's quite

1:25long. And my promise to you is that I will

1:27not leave this chair until this is done.

1:29Okay. So we

1:31are going to get this all done. And this is

1:34being recorded. That's the nature of

1:36YouTube. So don't

1:37worry too much about, you know, grabbing

1:39those grabbing screenshots, you can come

1:41back to this

1:42later on. I might do some editing on the

1:43recording. But nonetheless, this will be up

1:46pretty much within

1:4648 hours once the stream is done. And the

1:49agenda is pretty straightforward. Because

1:52this is a crash

1:53course, there will be things that I'll

1:55touch on briefly, but I'll call them out.

1:57And I'll call

1:57them out for two reasons. Number one, I've

1:59been on YouTube a long, long time. So you

2:01know, if I just

2:02go to my videos, I guarantee you that most

2:05of the things I've done in the course today

2:08, there'll be

2:09a video about in my library. So for example

2:12, if you want to learn how to do

2:13calculations, you can

2:15just come on the channel and search for it.

2:16There's, you know, if you just search, you

2:18know, Tableau

2:18Tim and the topic, you pretty much find it.

2:21So whenever I call out something that I've

2:23done a video

2:23on already, just go to my channel and

2:25search for it that will cover it in more

2:27depth. I often spend

2:28five, maybe 20 minutes covering that

2:30specific detail topic. Where there isn't

2:32something I'll

2:33cover in detail here, of course, as well.

2:35So just just just be aware of that. Okay,

2:38so let's get

2:39started. So welcome, and welcome to this

2:42crash course of Tableau. And I'll quickly

2:45do a very

2:46brief introduction of myself. And I don't

2:48think you guys need an introduction. But I

2:49'll do it

2:50anyway, for the benefit of the recording,

2:52just literally one minute. My name is Tim.

2:54I'm a

2:55analytics consultant. I am also a LinkedIn

2:58instructor. So if you head over to my

3:01LinkedIn

3:02profile, you'll see that I recently

3:04introduced this course called everybody's

3:06introduction to

3:06Tableau. If you actually go to my profile

3:09and find this post, I'll put it in the

3:10comments,

3:12you can find the link just underneath this

3:15blue area that says saved. And if you click

3:17on that

3:18link, you'll have access for free for 24

3:20hours. So that's something to be aware of.

3:22I'll put it in the

3:23chat now just so you can see that. And then

3:26that very last thing is I'm a Tableau

3:28visionary. So I've

3:29been I've been working with Tableau for

3:31eight years now, really, really long time.

3:33First time

3:34I use I didn't even know I was using Table

3:36au. That's why it's eight, not seven. And

3:38yeah,

3:39I'm part of a very privileged community of

3:42people who help teach and, you know, share

3:45the values of

3:46Tableau, but also help spread the good

3:48stuff that Tableau can do, whether it's at

3:50work, whether it's

3:51for good causes, or whether it's just

3:53trying to get more people to be more data

3:55literate and work

3:56with Tableau itself. So that's pretty much

3:58summary of what I do. And hopefully, I'm

4:00going to be able

4:01to share some of that wisdom with you today

4:03. So let me go ahead and close these tabs as

4:06I no longer

4:06need them. Okay, so what is Tableau? Table

4:10au is a analytics platform. It's essentially

4:14a tool that's

4:15used in businesses to help them work with

4:18large amounts of data and help teams and

4:20analytics teams

4:21build analytical workflows. Now I'm pretty

4:25proud of a, if you go to Google and search

4:28what is Tableau,

4:29I'm pretty proud to essentially have a

4:32video that covers this topic in under 10

4:35minutes. It's got

4:36over half a million views. And so what I

4:38don't want to do is labor that here in the

4:41live stream.

4:42But what I will do is I will put a link to

4:44this in the comments in the chat as well.

4:48And this is

4:48definitely probably the best explainer of

4:50Tableau I've ever done. I'm due to do a new

4:52one. I don't

4:53know how I'm going to beat this one. But

4:55join the half a million people who've

4:57already watched this

4:58and who think it's a great introduction to

5:00Tableau. For the benefit of everyone in

5:02this

5:02stream, it's a really, the simplest way to

5:06think of Tableau is in every business, you

5:09work with data,

5:10whether it's how well you're performing,

5:12what you're selling, what you want to do,

5:15goals or targets. As your business is trans

5:17acting, doing whatever it needs to do,

5:19you're collecting data. And what Tableau

5:22offers is a platform to manage that data,

5:25store that data in

5:26some respects, and then share that data

5:29with people in the organization. It does

5:31that using a range of

5:32products and each of the products has a

5:35different role in the entire platform. So

5:37if I go over to

5:38this tab over here, I won't go into each

5:40page, I just want to give you a rundown of

5:42the products,

5:42you'll see that the platform is actually

5:45made up of several products. Most people

5:47know of Tableau

5:48desktop, but not many people actually go

5:50beyond Tableau desktop, which is a real

5:52shame in my

5:53opinion because the whole platform is super

5:55powerful. So today we're just going to be

5:57covering

5:58Tableau desktop, this option over here.

6:00There's another product called Tableau

6:02Server and recently

6:04a new product called Tableau Cloud, which

6:06was previously called Tableau Online. Now

6:08Tableau

6:09Server and Tableau Cloud, they're

6:10responsible for essentially playing the

6:12role of the platform.

6:14They're the platform that you connect to,

6:16they're where you share your work to, they

6:18're also the

6:19platforms that manage things like

6:20governance and the ability to share stuff

6:23within your organization.

6:24It's essentially a CMS for analytical

6:27content, whether it's a dashboard, data,

6:30security, data

6:32connections, all of that is managed inside

6:34of the Tableau platform. Of course

6:36businesses have other

6:37tools as well, so Tableau plays really

6:39nicely with those tools, but in essence

6:40Tableau Cloud and

6:41Tableau Server are where people go to

6:43mostly consume that information. The work

6:46that you build

6:46in Tableau desktop gets published up to

6:49Tableau Server and Tableau Cloud. It's

6:51essentially like

6:52putting up a blog on a website and once you

6:54've done that other people can see it and

6:56all the

6:57security and permissions are managed, which

6:59means your data stays safe, it stays

7:00governed,

7:01and in many cases it allows you to also do

7:04things like monitor which data sources are

7:06being used and

7:07which ones aren't, so you can better

7:09optimize the way data works. Tableau Prep

7:11is a fairly new tool,

7:13it's a data preparation tool very similar

7:15to another tool in the industry called Alt

7:17rix

7:17Analytics. That is another tool that's used

7:20to clean data. Now when we're talking about

7:23cleaning data most of you maybe do this in

7:26Excel, you might do it just manually by you

7:29know changing

7:29the way data looks, maybe you're pivoting

7:31rows in Excel, maybe you're creating power

7:33pivots to

7:34reformat data. Tableau Prep lets you do

7:36that in a visual way and again for that

7:38product I actually

7:39have another video that explains that

7:41really really well. So again I won't sort

7:43of google that now but

7:44if you go to Google and search "what is

7:47Tableau Prep" and you look at the first

7:49three video hits,

7:50my video there will explain that for you

7:52really really really well. The newest part

7:55of Tableau

7:56recently is something called CRM Analytics.

7:58This is essentially what used to be called

8:00Einstein

8:00Analytics that sat within the Einstein

8:03platform in Salesforce. In essence before

8:05Salesforce acquired

8:06Tableau, Salesforce needed their own

8:08analytics platform and that's kind of where

8:11CRM Analytics

8:11came from. So I won't delve too much into

8:13that today but that's just some context.

8:15Tableau Public

8:16is actually pretty important for today

8:18because although I'll be using Tableau

8:20Desktop and I'll

8:21occasionally switch to Tableau Public,

8:23Tableau Public is essentially the free

8:25version of Tableau

8:26Desktop. So everyone watching this video

8:29now doesn't need to pay for Tableau or even

8:31activate

8:32a Tableau Desktop trial just to try Tableau

8:34. You can actually start using this straight

8:37away from

8:37Tableau Public and again I'll show you this

8:39a little bit later on. Once you've gone

8:41through all

8:42the products you have these items here at

8:43the bottom which I won't go through in

8:45detail but

8:46in essence these are add-ons. There are

8:48additional capabilities that are added to

8:50Tableau to allow

8:51you to do different things. So data

8:53management helps you manage data better.

8:55Advanced management

8:56helps you run Tableau Cloud and Tableau

8:58Server in a more optimized way. Embedded

9:00Analytics allows

9:02you to take your Tableau dashboard and put

9:04it inside of another application. An

9:06application

9:07in this case could be inside of your CRM,

9:09it could be a portal that you have inside

9:11of your

9:12organization for managing patients or

9:14managing people or managing whatever you

9:15manage. And in

9:17other cases it could just be the ability to

9:19give someone the ability to build a

9:21dashboard using

9:22data from your system. So Embedded

9:24Analytics is a sort of abstract concept but

9:27in essence you're

9:28just taking the technology that Tableau

9:29have built and you're putting it inside of

9:31your own

9:32application or your own platform. And then

9:34they have a bunch of other integrations and

9:37stuff that

9:37I won't go through but that is in a

9:39nutshell what Tableau is. It's an analytics

9:41platform,

9:41it's got quite a big you know handful of

9:44tools now and they all sort of work to this

9:47purpose of

9:48helping businesses better manage data. Now

9:51I've explicitly been mentioning businesses

9:54because

9:54Tableau is an expensive product you know it

9:56does something that's really important for

9:58businesses

9:58and so if we just very briefly go to the

10:00pricing. It's always important to talk

10:03about pricing

10:03because licenses are linked to pricing and

10:06licenses control what you can do with Table

10:08au.

10:08So if you're going to install Tableau

10:10desktop on your machine at work or wherever

10:13you're going to

10:14have it and if you're using Tableau Public

10:15great that's free I'll come to the

10:17limitations in a

10:18second but if you're using Tableau desktop

10:20you're going to need to understand where

10:22your Pacific

10:23organization has put you in terms of

10:26licensing. So if I go to the Tableau

10:28pricing you'll see three

10:30terms that are commonly used for licensing.

10:33The first one is a Tableau creator, the

10:35second one is

10:35a Tableau explorer and the last one is a

10:38Tableau viewer. Now these are very sort of

10:41abstract terms

10:42but I like to sort of break them down and

10:44simplify them and so what I would say is a

10:46Tableau creator

10:47gets access to the full platform. If you're

10:50using Tableau desktop using Tableau prep

10:53you have the

10:54creator license. Now back in the old day

10:56this used to be called something completely

10:58different they

10:59didn't have these names and so you might

11:01still see a few people using Tableau with a

11:04licensed

11:04key specifically just for Tableau desktop

11:06or specifically for Tableau desktop and

11:08Tableau prep

11:09but broadly speaking if you're new to Table

11:11au today you're going to be either a creator

11:14,

11:14explorer or a viewer. For the benefit of

11:16everyone else an explorer and viewer are

11:19kind of the same.

11:20These two users essentially just access

11:22data on Tableau cloud or Tableau server.

11:25You can see here

11:25it says Tableau cloud I should start using

11:27my annotations you can see here it says

11:29Tableau cloud

11:30and the reason it doesn't mention Tableau

11:32server is because there's an actually a

11:33second tab here

11:35that shows you the pricing for on-premise

11:37which is Tableau server. I won't go into

11:39the detail of the

11:40difference between on-premise and hosted by

11:43Tableau but just know that Tableau server

11:45hosted

11:45on-premise is a little bit cheaper because

11:47your organization takes on the management

11:49of

11:50basically managing the server. Tableau

11:52cloud is just like Salesforce is just like

11:55any other

11:55tool like Google where you log into a

11:57website and it's all managed for you you

11:59don't have to

11:59worry about servers or systems everything

12:01sits in the cloud and so there's an

12:03additional cost for the

12:05explorer and viewer license to be able to

12:07do that and not worry about setting

12:08everything up. The

12:10creator's license automatically works on

12:12Tableau cloud and Tableau server if they

12:14already have one

12:15and as I mentioned before you've got these

12:17add-ons here at the bottom and these pretty

12:20much control

12:21additional capabilities but that's a bit

12:23beyond sort of the basics for this course.

12:25So

12:25to use Tableau desktop you're going to need

12:29a creator license. Now what if you just

12:31want to

12:31learn Tableau? What if you just want to use

12:34it for free? How do you get your hands on

12:36it? Well

12:37the first way is to start a trial. I think

12:39these trials are normally two weeks so you

12:41can you know

12:42start doing something serious and start to

12:44understand how it works. They do take your

12:46details and you might get a call from Sales

12:48force within minutes but nonetheless you can

12:50ignore the

12:50call just get learning and get stuck in

12:52with learning what Tableau can do for you

12:54except

12:55for the trial will run out and you'll get

12:57stuck. What people don't often know is

12:59there's another

13:00part of Tableau which sits on a separate

13:03website but is also running in the cloud

13:05called Tableau

13:06Public and that's what I have on this tab

13:08and Tableau Public is essentially a good

13:11way of

13:11learning Tableau without having to pay for

13:13Tableau and you might think well that's

13:15really really

13:16strange so what are the limitations? Well

13:19the limitations are that you can only

13:21connect to

13:22certain data sources and I'll show you this

13:24a little later on and you can only save

13:26your work

13:27to Tableau Public. It doesn't mean that the

13:29work is always public it just means that

13:30you always have

13:31to save it to the cloud. It's a bit like

13:33only having the ability to save files to

13:35Google Drive

13:36in the cloud. It's exactly the same sort of

13:38concept. Tableau have their own storage

13:40platform

13:40that stores all of this work and creates

13:42this wonderful gallery where you can go and

13:44see what

13:44other people are building with Tableau and

13:47they're using the exact same version of

13:49Tableau that can

13:50do what you can use Tableau for at work. So

13:52in terms of learning Tableau you can

13:54install this

13:55at home you can play around with data sets

13:57that you're more familiar with and you can

13:59learn

13:59everything you need to learn because the

14:01real only limitations is the ability to

14:03connect to a

14:04database and where you save your work. Of

14:06course you're not going to be saving your

14:08work work on

14:10your laptop at home that's not going to be

14:12something you do if you decide to try a

14:13Tableau Public but

14:15it's a very very good platform. So that's

14:17the difference between the two Tableau

14:19Desktop and

14:20Tableau Public are virtually the same and

14:22they work just as you'd expect. They're

14:25pretty much

14:25the same way the only difference is Desktop

14:27is a paid product, Public is free with

14:29limitations

14:30of where you can save what you can connect

14:32to. Everything else works pretty much

14:34exactly the same

14:35okay. So any questions so far let's let's

14:39stop there because I've not covered Tableau

14:42versions

14:42but I think I've covered what is Tableau

14:44and I've covered the Tableau platform. Hey

14:47hey hey sorry

14:47sorry to break your flow but I just need a

14:50quick favor you see this button right here

14:53it's called

14:53the subscribe button I'd really appreciate

14:55it if you just smashed it so just just hit

14:57it right now

14:58just quickly quickly and we'll get back to

15:00the course. Done thank you thank you so

15:02much let's

15:02carry on and I've covered the licensing so

15:06any questions so far on those topics I'll

15:08just give

15:09you a couple of a couple of seconds just to

15:11you know let me know in the comments.

15:14Meanwhile I'm

15:14going to go and strike out the things that

15:16I believe I've covered if I haven't covered

15:18these

15:18you guys can hold me honest and and let me

15:21know but I'll try and I'll try and keep it

15:23simple. This

15:24is a crash course I also have to keep keep

15:27things moving as well okay. So I'm not

15:30seeing anything

15:31in the comments so what we'll keep doing is

15:33we'll keep pushing on. The very last thing

15:36to be aware

15:36of before we install Tableau or do anything

15:39is what version of Tableau you're using.

15:41You see

15:42Tableau like to make things complex with

15:44all their innovation by creating new

15:46versions of Tableau

15:47every quarter essentially you'll get one in

15:50March you'll get another one three months

15:52later and so

15:53on and so forth until the end of the year

15:55and then every single month you'll get what

15:58are called

15:58patches these are small updates that

16:00improve the previously released versions.

16:03So the best way to

16:04show you this is go to a website that I don

16:06't even know what it's called the way I get

16:08to it is

16:09actually quite funny so I searched this

16:11term there used to be a term that was only

16:13ever used I think

16:15as of five years ago but it still works so

16:17I type into the search bar Tableau E S D A

16:20L T I have no

16:21idea what that means if anyone knows what

16:23that means let me know you can see it's

16:24actually here

16:25um alternate download site I don't think

16:28that is it that is it that can't be it but

16:31when you get

16:32there you can see all the releases of Table

16:34au and to me this is the best place to

16:36understand the

16:36different versions because on the left you

16:39can see the paid products you don't have

16:40Tableau public

16:41here Tableau public is downloaded from the

16:44Tableau public website but you get Tableau

16:46desktop

16:46prep server online and bridge we're just

16:49focusing on Tableau desktop and so you can

16:51see here you

16:52have 22.4 which was released in December 22

16:55.3 which was released let's go down here and

16:57have a look

16:58October and as I expand these you can see

17:00that there's actually other versions in

17:03between and

17:04this is what I meant by patches you see in

17:06June here for example when they released 22

17:09.2 it was

17:10working fine and then customers get in

17:12touch with some issues and then in August a

17:14month later they

17:15updated again and they keep doing that even

17:17as new versions are getting updated so if

17:20your

17:20organization is using an older version of

17:23Tableau let's say you're using 21.3 you

17:26still got an

17:27update back in December of 2022 just last

17:30month and so it's really important to make

17:32sure that

17:33in your organization you know what version

17:35your organization is using and you make

17:37sure you stay

17:38in lockstep with that version because it

17:40just means everything is going to work

17:42swimmingly

17:43you won't design something with a new

17:44feature and then find out you can't share

17:46it with people

17:47because you published it to a server that

17:49doesn't support that feature and that leads

17:52me to the next

17:53point which is each of these pieces of

17:55software are upgraded individually but the

17:59features within

18:00them occasionally need to be used for the

18:02same version so let me give you an example

18:05in the most

18:06recent version of Tableau they released a

18:08mapping capability called the Intersex

18:10Function I just

18:11released a video about it now if I used 22.

18:144 and built out a dashboard with that

18:17feature

18:18but then my server which is an on-premise

18:21server hadn't been updated to 22.4 you can

18:24see that that

18:25doesn't exist yet I'll explain why in a

18:27second that feature wouldn't be visible to

18:30end users

18:30once I've published it up in fact when I go

18:32to publish it up the server would tell me

18:34hey you're

18:35going to have a problem here because I've

18:37seen this feature is not available and so

18:39you're

18:39probably wondering well hey you just said

18:41that the features are updated every quarter

18:43what about

18:44Tableau server well as of 2022 Tableau

18:48stopped updating Tableau server every

18:51quarter instead

18:52they only update it twice a year so they

18:55updated in January so we're about to have

18:57the next update

18:58very soon and they updated again around

19:00about summer so you can see when when did

19:03this come out

19:04October not even not even summer end of

19:06summer basically so you get one in January

19:08and one in

19:09summer which isn't great and so this has

19:11been a big change and it's caused some

19:13challenges in some

19:14organizations but just be sure that you

19:16still get patches so even though they might

19:19not be updating

19:20Tableau server with new features every

19:23quarter they still update them every month

19:27with fixes

19:28and patches so it's still worth doing these

19:30updates so things are unstable some

19:32organization

19:33might sort of forget to do that because of

19:35the less frequent updates and so the key

19:38thing to

19:38remember here is that whatever version of

19:40Tableau desktop you're using need to make

19:42sure it's working

19:43with the same version of Tableau server or

19:45Tableau cloud the other thing you won't see

19:48in this list

19:49is Tableau cloud and because Tableau cloud

19:51is run by Tableau it doesn't need a

19:53download you simply

19:54go to a browser in this case let me show

19:56you my Tableau cloud instance and if I go

19:59ahead and log

20:00in here oh I forgot my password so let's

20:07try again when I log into it everything is

20:13available

20:15here immediately when I install software on

20:17my computer and I sign into the server

20:20everything

20:20will just work there are no upgrades

20:22required and I can just go ahead and use it

20:24Tableau desktop

20:26the latest version will work happily with

20:28Tableau cloud if you're using Tableau cloud

20:30so if you're

20:31using Tableau cloud update as often as you

20:32want it's always going to be up to date but

20:34for Tableau

20:35server just wait until your organization

20:37does the update okay what I'll do is in the

20:40edited version

20:41of this video I'll put a graphic up that

20:43explains this a little bit well better even

20:46and so just be

20:47sure to look out for that as well okay so

20:50let me go ahead and scratch that off my

20:53list I've done

20:55Tableau versions we've done licensing we've

20:57done the platform we've done and explained

20:58what is

20:59Tableau now let's look at desktop and

21:02public okay now to download them Tableau

21:05public is a little

21:06bit funny and I'll start with Tableau

21:07public first because that's the version

21:09that most people can

21:10go ahead and do right now for free there's

21:13two ways of using Tableau public the first

21:16way is to

21:16use it here in the browser the second way

21:18is to download it now most people will tell

21:20you to

21:21download it and if you want to kind of

21:22simulate an experience that you'd have at

21:25work I would say

21:26also go ahead and download it as well that

21:28's the best way to actually experience it if

21:30I go to the

21:30create drop down up here select download

21:32Tableau desktop public edition it takes me

21:35to a page

21:36it asks me to sign in if I'm not signed in

21:38and if I click the button it always asks

21:40for a few

21:41bits of information this is just marketing

21:44I can never get out of this but go ahead

21:47install

21:48put your details in here you can put like a

21:51like an alias if you want to and download

21:53the application

21:54that will allow you to download the

21:55software for Windows and Mac once you've

21:57done that run the

21:58installer there's nothing to set up other

22:00than just literally clicking okay agreeing

22:02with the

22:03terms and conditions and letting that run

22:04and then once you've done that you're

22:06pretty much good to go

22:07you'll have the software ready to run if

22:09you want to use it in the browser instead

22:12if I go back to

22:13the home page all you need to do is go

22:15ahead and sign in so let me go ahead and do

22:17that

22:18and once I'm signed in you'll notice that I

22:20actually have a profile so my profile

22:23picture is just up here if you're new I

22:25think it walks you through the experience a

22:27little bit

22:28and once you're signed in what I actually

22:30encourage people to do is don't don't go

22:32and try

22:32and build something straight away do

22:34something a little bit more crazy which is

22:36go find some of the

22:37trending visualizations right now Priya Pad

22:40am here is a colleague of mine at the

22:41information lab so

22:43if I actually go to her visualization right

22:45now any visualization which the author has

22:48made

22:48available to download if you go to this

22:51button just right here you can actually

22:53open it here

22:54in the browser and starts to edit it

22:56straight away so I can go ahead and click

22:58on that button

22:59make a copy and I'm immediately in the web

23:01editing experience for Tableau Public and

23:04actually this is

23:05the same way of editing experience you get

23:07for Tableau Desktop if you use it in Table

23:09au Cloud

23:10or in Tableau Server and check this out I

23:12can even go into the visualization I can

23:15open it up

23:16and I can even see exactly how this has

23:18been built this is just such a powerful

23:20capability and so

23:21this is how easy it is we've been streaming

23:23for such a short amount of time but I've

23:25already shown

23:26you how you can get free access into Table

23:28au just by using Tableau Public to go and

23:30see how other

23:31people are using their visualizations now

23:33granted this is a little bit intimidating

23:36okay we've got

23:36a lot of things going on here but later on

23:39today we'll actually build this exact chart

23:43we won't

23:43have it looking as nice as pre is done here

23:45because that formatting takes a bit of time

23:47so

23:48this we're not going to do that there's no

23:50time in a crash course but we will build

23:51this map

23:52with these circles and I'll show you how to

23:54do all of that and everything here should

23:55look a lot

23:56less intimidating by the time we're done

23:58okay so let me just go back and close this

24:01if you want to

24:01know what I'm doing I'll just try and annot

24:03ate it a bit more I'll go ahead and close

24:04this up here at

24:05the top and I don't want to publish this

24:07because this is not my work and I don't

24:10want people to

24:10think it's my work it's pre is hard work

24:13and we'll leave it at that okay so if you

24:15want to go ahead

24:16and create anything you know go ahead edit

24:18something but you can also just go to

24:20create here

24:21at the top select web altering and it takes

24:23you to a blank canvas and the blank canvas

24:26is great

24:26because you can then go ahead upload the

24:28data from your computer if you've got a

24:30text file a csv

24:31excel files these are all possible just

24:34through this okay now that's the web

24:38experience of using

24:39Tablo Public what about the desktop

24:41experience how do you go ahead and install

24:44the software on

24:45your machine well you go ahead and download

24:48it and install it then once you've done

24:50that what I'm

24:50going to do is I'm actually going to swipe

24:53over to my windows machine because I have

24:55my windows

24:56machine just behind my desk and I'm remote

24:58desktop into it and over there I actually

25:00have the different

25:01versions of Tablo already running so you

25:04can see the difference so the first thing I

25:06'll do is open

25:07up Tablo Public you can just install the

25:09software and when you've done that you can

25:11see it just

25:11becomes available to you to install over

25:13here so you can just go ahead and click on

25:15that and you're

25:15pretty much good to go and when you open it

25:18up you're met with this interface and this

25:20is actually

25:21the classic Tablo interface when you open

25:23that up for the first time whether you're

25:25using Tablo

25:26desktop or Tablo Public it's all the same

25:29on the left hand side you have what's

25:31called the

25:32connection pane the connection pane allows

25:34you to connect to data in the middle we

25:36have the open

25:37pane and this open pane is a bit different

25:40in Tablo Public because what it shows you

25:43some of

25:43your most recently worked on work it's a

25:45bit like your recent documents in Google

25:47Drive or on your

25:48computer the other thing that it also shows

25:52you is some of the work that you've pinned

25:54so once you

25:55start to do a lot of work you can actually

25:57pin them to this location so they're always

25:59visible

25:59as well and then very lastly the last thing

26:02we have on the right hand side is the

26:04discover pane

26:05this discover pane essentially links you to

26:08a couple of things some getting started

26:10resources

26:11which are just covered here at the top

26:13these pretty much show you how to use Tablo

26:15they're

26:15going to be hopefully just as good as my

26:18tutorials if not better because people who

26:20put them together

26:21make the product so hopefully they'd be you

26:23know much better you have a link to visit

26:25the day now

26:26we were just on Tablo Public visit the day

26:28is essentially a visualization that's been

26:31voted as

26:31a community favorite or has been selected

26:34to be showcased for the community on that

26:36day and

26:37sometimes they come through here in the

26:38product and the very last thing is

26:40resources so these are

26:41things like the Tablo blog sample data sets

26:44you can get stuck in with and the current

26:47status of

26:48Tablo online and Tablo cloud also available

26:50there so sample data is really good because

26:52it's a

26:53really good way of understanding how

26:54everything works and you can sort of bring

26:56it together as

26:57well okay so that's the interface now you

26:59're probably wondering well how is this

27:01different

27:02from Tablo desktop and this is actually the

27:04best place to show you the big difference

27:06okay when I

27:08go ahead and select more you'll see that I

27:10get only three options here so if I wanted

27:12to connect

27:13to a database such as let's say Microsoft

27:15SQL Server or I wanted to connect to

27:17something like

27:18Snowflake that's not going to be available

27:20here because Tablo Public is limited it

27:23only lets you

27:23connect to flat files which are these files

27:27here at the top so excel text json

27:29Microsoft access pdf

27:31spatial files and statistical files

27:33essentially any file on your machine and

27:35then the servers

27:36it lets you connect to are Google Drive, O

27:38Data and WebData connectors essentially

27:41these are basically

27:42other places where you might store some of

27:45these flat files and or web data that just

27:47doesn't make

27:48sense to put behind a price wall because

27:49then Tablo doesn't build those connections

27:51so that's

27:53the limitation here initially with data

27:56connections if I go ahead and close that

27:59option the other

28:00limitation is if I go over let's say I go

28:03over to the data tab you'll see that I have

28:06very few

28:07limited options up here at the top and when

28:09we go over to Tablo desktop you'll see that

28:11you get a

28:11much bigger range of options and one of the

28:14things you can't do is save to your desktop

28:17so if I click

28:18on this little icon here on the very top

28:21left hand side let me just highlight that a

28:23bit more

28:24when I click on that icon what it does is

28:27it switches to the visualization building

28:30setup

28:30essentially and that allows me to see the

28:33full range of options still in Tablo public

28:35but now

28:36if I go here and try and save the document

28:37it's not going to let me save it to the

28:39computer so

28:40here it only lets you save to Tablo public

28:42so that is the limitation of Tablo public

28:45in this

28:45particular instance it's not going to let

28:48me save to my desktop machine that said if

28:51I go to server

28:53it will show me the options that I would

28:55expect to see but in order to save this

28:57anywhere I'm

28:58always going to need to go back here and

29:00select save to Tablo public or save to Tab

29:02lo public as

29:03which allows you to rename the file or you

29:05know write over an existing file so those

29:08are the core

29:08limitations of Tablo public everything else

29:11works exactly as you'd expect there are

29:14like some tiny

29:15tiny quirks for example the behavior with

29:17Google docs is slightly different in public

29:19versus desktop

29:20again that's an intermediate thing we don't

29:22need to worry about it okay so that is Tab

29:25lo public

29:26and I'm going to go ahead and click on this

29:28little Tablo icon in the top left again to

29:30go back to

29:30this window the only reason I'm clicking

29:32there now is because I haven't connected to

29:34any data

29:35so that's the way to switch between the

29:37windows by just clicking that icon on the

29:38top right let's

29:40switch to Tablo desktop and show you how

29:42that's different so let's go ahead and go

29:45down to Tablo

29:46desktop which is just over here now

29:48immediately you can see there's a lot more

29:50going on in my

29:51connection window on the left we now get

29:53the full breakdown of things you can

29:55connect to so we have

29:56the files that we had before these are just

29:59here we have the server-based connections

30:01and we also

30:02have what are called saved data sources and

30:04saved data sources are just things that

30:06have been saved

30:07for convenience they're not necessarily

30:09data sources that kind of get you know

30:11organizations

30:13can put in in that folder for you it's

30:15essentially just an easy place to put

30:17things you work on very

30:18frequently a bit like your desktop but you

30:20can put them there so they're very easy to

30:21access

30:22we'll talk about that maybe in an

30:23intermediate session instead but don't

30:25worry about them today

30:27and the server-based connections are a lot

30:29broader so you'll definitely see that this

30:32list is a lot

30:33more impressive and the thing to point out

30:35here is that you might have seen that a few

30:37of these

30:37loaded once the window opened so these

30:41options here loaded once the window had

30:44opened fully and

30:45that's because these actually live on

30:47another part of Tablo called the Tablo

30:49exchange think of it as

30:50like a marketplace except for right now

30:52everything is free so it's kind of like a

30:53weird marketplace

30:54where everything's free at some point they

30:56're going to start selling something so for

30:58now these

30:59are all free connectors made by these

31:01companies and or Tablo and you can go ahead

31:03and use them

31:04alongside all these other connectors so i'm

31:06pretty certain you'll find your database in

31:09this list

31:09if you don't find your database in this

31:12list what's most commonly used to connect

31:14to those

31:14databases is sometimes ODBC or JDBC

31:17connector essentially it's a open source

31:21way of connecting

31:22to certain data sources using a certain

31:25protocol and the other option is the web

31:27data connector if

31:28it's web-based data you might instead use a

31:30web data connector to connect to those

31:32sources but

31:33pretty much everything else is going to be

31:35in this list and if it doesn't exist well

31:37typically either

31:38someone has built an ODBC connector or

31:39there's going to be a connector down here

31:41that lets you

31:42connect to that so pretty much everything

31:44is covered okay so let me go ahead and

31:47minimize

31:47this list because it's quite a daunting

31:49list and to be honest with you most people

31:51when when you

31:51open Tablo first time don't try and connect

31:53to a database just connect to the sample

31:55data source

31:56that's being given to you we'll get to that

31:58in a second if i go to the bottom you'll

32:01see something

32:02called accelerators now i don't know why

32:04Tablo tries to confuse people but acceler

32:06ators are just

32:07templates think of them as pre-built dash

32:09boards that you can use to you know

32:11accelerate your work

32:13essentially someone's done the work for you

32:15so you don't have to except for the fact

32:17that these

32:18three dashboards here were never built with

32:21that in mind these three dashboards are

32:23actually sample

32:24workbooks the best way to think of these

32:26sample workbooks from let's say from a

32:28professional

32:30perspective is there are a good benchmark

32:33for understanding how things should work in

32:36Tablo

32:36when it comes to speed and performance so

32:38if you open one of these three workbooks

32:41let's go ahead

32:41and do that now i'll open up the superstore

32:43workbook if you click on them it opens them

32:45up

32:45in another window if you open one of these

32:48up and your laptop or computer is really

32:50struggling to

32:51work with these specific dashboards it

32:53probably means your laptop or computer isn

32:55't appropriately

32:56specced and that happens really rarely but

32:59if these are slow your whole experience is

33:01going to

33:02be slow but if these are working fast they

33:04're interactive they're working quickly you

33:06're

33:07clicking on them and things are happening

33:08like you'd expect a normal tool to work

33:10then things

33:12are working pretty well now right now this

33:14is taking a bit longer because i'm on an m1

33:16mac and

33:16you know everything's a bit weird actually

33:18no this is on windows so it's just taking

33:19longer i don't

33:20know why but um this should just work so

33:23for example when i hover over these data

33:26points i

33:27should get nice fast tool tips when i click

33:29on them the whole visualization should

33:31react and you

33:32should get a nice sort of snappy experience

33:34switching between the tabs and of course we

33:36haven't published this up to the browser

33:38but if you were to publish this to the

33:39browser

33:40generally speaking you should be seeing

33:42roughly the same sort of performance so

33:44that's why these

33:44are a good benchmark again i don't want to

33:46confuse you too much by clicking around and

33:48doing a bunch

33:48of different things i just want to show you

33:50what to expect when it comes to performance

33:52and load

33:53times and how things should work okay let's

33:55go ahead and actually close this because we

33:57don't

33:58i've actually ended up opening this again

34:00so that's fine what we'll do is we'll keep

34:02this

34:02open for now we'll keep it here we don't

34:04need this window for the next step but if i

34:06go back to the

34:07connection window just by clicking on that

34:09icon again at the top you can see that we

34:11have the

34:11accelerator still here on the bottom and

34:14you can now see we have an item here in the

34:17open pane

34:17now when i hover over it you have this

34:20little pin icon that you can click on it's

34:22really really

34:23small i'll try and highlight it here for

34:25you right there that keeps this workbook in

34:28this position so

34:29essentially this won't move anywhere if

34:31anything gets opened that will always stay

34:33on that top row

34:34if you have a lot of them you can arrange

34:36them as well you can move them around and

34:37just to sort of

34:38get things nice and tidy now if you want

34:41more templates you can go over to this

34:43right hand side

34:45and select more accelerators templates and

34:48when you do that you'll actually find that

34:50there have

34:50been some dashboards that have been made

34:52that already try and answer certain

34:54questions and

34:54actually just like we did with tableau

34:56public where we went to find different dash

34:58boards you

34:59can work with here you can go and find dash

35:01boards that you can actually use at work

35:03that connect to

35:04things that you might be familiar with for

35:06example salesforce maybe you're in a

35:08finance team and you

35:08want to go and see what other corporate

35:11finance teams are building the only word of

35:13caution i'll

35:14say to you is that some of these dashboards

35:15have been built by you know people everyday

35:18people in

35:18the community that build fantastic work and

35:20you can tell because they look really

35:21really good

35:22and some of them let's just say that the

35:25jury's out on whether they look good or not

35:27but the work

35:29that's been done in the connection has been

35:31fantastic so they are set up correctly and

35:33you

35:33can really generally trust how they brought

35:35the data models together to support the

35:37visualizations

35:38that you want to build so if i let's say i

35:40i want to search for a dashboard that talks

35:43about a

35:43wealth investment or insurance broking so

35:46let's go ahead and search insurance i can't

35:49type so let's

35:50go search insurance insurance can i is that

35:53actually correct no matching content

35:56insurance

35:57i can't spell can i let's just type this

36:00let's type in sure no no no matching

36:02content there's

36:03nothing on insurance that's so weird okay

36:05let's go to corporate finance instead and

36:07just look what's

36:07here so the most recent one here is this

36:09executive kpi dashboard by bistri i

36:11actually know who built

36:13this but it's a really i think it's a

36:15really nice dashboard i think it has

36:16actually been this is one

36:17of the sort of better aesthetics that you

36:20get on the on the tableau exchange and this

36:22one's actually

36:23customizable you can click on it and do a

36:25bunch of stuff with it download it and use

36:28it and it's

36:28got a how to use page and everything so you

36:30can really kind of do some awesome things

36:33with it if

36:33i scroll back up and i go back let's let's

36:37find one more uh let's go back here let's

36:40find one more

36:42um let's just go back down let's go see

36:45what else do we have these are all a little

36:47bit a little bit

36:48strange let's go somewhere else let's see

36:51if well we do have an insurance section i

36:53don't know why

36:54it wasn't coming up in the search if i

36:56scroll down um i'm gonna looking for these

36:57ones because

36:58these are the ones the information i built

37:00where i work so of course i'd look for them

37:01so let's go look at this insurance under

37:04writer performance i also know who built

37:07this is a

37:08colleague of mine called ellen blackbird uh

37:11blackburn even um her work is fantastic she

37:14's

37:14just really got a great eye for design and

37:15these are dashboards that really excel at

37:18showing you

37:18what's possible with tableau so if you want

37:20to use these absolutely get stuck in and

37:22get involved

37:23anyway i'm here to teach you how to use the

37:25tool not how to use templates so the very

37:28last thing is

37:29the discover pane on the right hand side

37:31the only way this is different from tableau

37:33public

37:34is we have a little bit more of a training

37:36section slightly longer list of resources

37:39and you often

37:40get updates from tableau marketing on the

37:43bottom right so you can actually sometimes

37:45see things

37:46like conference announcements and so on and

37:48so forth in there now if you're really sort

37:50of

37:50advanced in your organization it is

37:53possible to change this whole right hand

37:56side section

37:57to point to a web page instead so in this

37:59right hand side section you can actually

38:02point to a

38:02specific page in your organization and so

38:05you can put information for people who use

38:07tableau

38:08straight away maybe it's guides maybe it's

38:10information about who runs tableau

38:11uh status updates all of that can live on

38:13the right hand side of that and again i've

38:15done a

38:15video explaining how that works and it's

38:18really really good to see okay so um i

38:20think we have done

38:21what we need to do on this interface i'm

38:23now going to switch back to my mac so we

38:25can actually start

38:26working with some data so let's go ahead

38:28and go back and make sure we cross off what

38:31we have

38:31covered and what we haven't covered so we

38:33've covered tableau desktop and tableau

38:35public and

38:35just the difference between the two of them

38:37we're about to start getting uh connecting

38:39with the data

38:40so let's go ahead and strike that um a note

38:42about installation i think i've already

38:44covered how to

38:45download them the installations are pretty

38:47straightforward the only thing worth

38:48noticing

38:49here is um whatever version you downloaded

38:52and installed last becomes your default

38:55version so

38:56it is possible to have multiple versions of

38:58tableau on your machine this is for the

39:00purpose of

39:01upgrades if you've just upgraded to a new

39:03server and you'd still like to have the old

39:05version

39:05around so you can check things work

39:08correctly that is an important step so if i

39:11uh grab let's grab my

39:12applications folder here let me just show

39:15you this i typically have the last two

39:18versions of tableau

39:18so you can see i have 22.3 and 22.4 22.3

39:22and 22.4 for tableau prep in windows uh it

39:26's

39:26exactly the same whatever you last

39:28installed becomes your default version that

39:30's installed

39:31on your machine so bear that in mind if you

39:33want to make it a default version let's say

39:36you want

39:36to make an older version the default

39:37version you need to kind of run the

39:38installer again and that

39:40will become the default version on your

39:41machine otherwise just pay attention to

39:43what you're

39:43opening and closing and make sure you don't

39:45make that mistake like i have done

39:47sometimes okay so

39:48just bear that in mind um uh parvin for

39:51your benefit the recording this is youtube

39:54um everything

39:55that's recorded say it will be available so

39:56don't worry about that i just saw your

39:58comment at the

39:58corner of my eye so i thought i'd cover

40:00that so that's the only quirk with

40:01installation you can

40:02install multiple versions the latest one

40:04you've installed becomes your default if

40:06you want to make

40:07an older version the default install it

40:09again simple as that right um let's go

40:12ahead and cross

40:13this out okay finding the right

40:15documentation generally the last thing i

40:17want to cover

40:18you would be amazed how often people do not

40:21know where the documentation for tableau is

40:24because i

40:24think most people assume that documentation

40:26is generally poor but tableau documentation

40:28is

40:29exceptional it's really really good it's

40:31one of the things i'm worried about with

40:33all the layoffs

40:33at the moment that that will probably be

40:35one of the places we do see things get

40:36worse because it's

40:37the kind of thing that many people who pay

40:39attention really go to so if i go to table

40:41au.com

40:42and i'm going to show you this just from

40:45the tableau website because i think it's

40:47just this

40:47is just so important to know you go to the

40:50resources tab and if you go to support and

40:52you

40:52go to tableau help it takes you to this

40:55page and this is the tableau documentation

40:58the thing to

40:59pay attention to is that over here on the

41:02left hand side you have the version so

41:04remember earlier

41:05on i talked about being aware of what

41:07version you're using this is an important

41:09thing to bear

41:10in mind because if you change the version

41:12on this left hand side it changes the

41:14documentation to the

41:15right to match that version and so you want

41:17to make sure you're looking at the

41:18documentation

41:19for your version because you might go find

41:21the version that talks about a different

41:23operating

41:24system or a different sort of technique

41:26because you're using in the browser versus

41:29desktop

41:29just make sure you're looking at the right

41:31version once you've selected the version

41:32you'll see the

41:33right hand side updates you can expand any

41:36of these and each of them get a full link

41:39to the

41:39full documentation along with a bunch of

41:41other resources now if you're a real geek

41:43like me you

41:43can just go ahead and click into all of

41:46these and it's great because it not only

41:48tells you what's

41:49new and how things work it actually breaks

41:52down everything you ever need to know the

41:55very final

41:55tip i'll give you this i'll give this tip

41:57to you for free when you've clicked into

41:59the right

41:59version of the documentation if you go to

42:02the search and then search for a topic it's

42:04only

42:04searching in that version for notes it's

42:07not searching across all notes it's just

42:09searching

42:10in that version that is such an invaluable

42:12thing because so often people will go and

42:14if i go back

42:15to this page they'll go to this very top

42:18search bar here which searches everything

42:20in tableau

42:21documentation and that often tends to

42:23return the latest version and many people

42:25aren't on the

42:26latest version most organizations tend to

42:28be one or two versions behind so they're

42:30actually often

42:31well they're not always reading the wrong

42:33documentation but if something small has

42:36changed

42:36in that version they could be reading the

42:37wrong instructions because there's

42:39something different

42:39that's changed so that's how to find the

42:42correct documentation if you're going

42:43somewhere where

42:44there's not going to be internet where it's

42:47unreliable grab the pdf and save it in e

42:48vernote

42:49save it on your phone and you can search

42:51the pdf instead and i do this i'm a

42:53consultant i have an

42:55offline version of uh these saved in my

42:57note-taking tool and essentially i could go

43:00in there and search

43:01that and that searches inside of the pdf

43:03for me and then i can get the notes but you

43:05know the

43:05internet's pretty good nowadays we don't

43:07have to worry about offline nodes too much

43:09but yeah that's

43:09how to find the right version of the

43:11documentation and just make sure that you

43:13know how to use it

43:14accordingly search control find on the page

43:16and you're pretty much good to go so let's

43:19go ahead

43:19and cross that out and let's get actually

43:23stuck in um with this uh session so here

43:26this time i'm

43:27on my mac just so everyone's benefit i'm on

43:30my mac and um everything looks exactly the

43:33same maybe

43:34sort of mac specific things are on this

43:36particular page and you can see that i have

43:38this connection

43:39pane on the left hand side okay and this

43:41connection pane is pretty important because

43:44depending on what

43:44you're trying to connect to you need to go

43:46to the right section to select that file

43:49for argument

43:49sake let's say that i want to connect to a

43:51csv file like a text file with some

43:53information in it

43:54i can go ahead here and select text and

43:57what it will do is it'll open up my uh you

43:59know connection

43:59window a file window sorry and you'll see

44:02here that at the bottom it's looking for

44:04these types

44:05of files so if you're not sure what type of

44:07file tablet is expecting to find when you

44:08select an

44:09option you can just go down here to the

44:10bottom and on windows it's pretty much the

44:12same but it

44:13just looks like a windows interface it will

44:15tell you what files it's looking for and

44:16that's why

44:17these are all grayed out because none of

44:19these files match the criteria of this list

44:22and that's

44:22essentially what you need to sort of look

44:25out for now how do you know the file

44:26extensions for these

44:28things well it's just a little bit of

44:30experience like excel is dot xlsx or dot x

44:33ls or whatever

44:35whatever excel has been over the years that

44:37's what it's going to be that's a very well

44:38known

44:39file format text files on the hand-to-hand

44:41are a little bit a little bit broader you

44:43can have

44:44dot text csv tab tsv tsv is tab separated

44:48values csv is comma separated values and it

44:52goes on and

44:53on okay the json files now this is a web

44:56optimized format so you can see here it's

44:59only looking for

45:00one specific file i'm looking right here if

45:02you're wondering where i'm looking i'm just

45:03looking here

45:04where it says a json file and that's one

45:07specific format that's known as javascript

45:10object notation

45:11i think that's what no javascript yeah it

45:13is javascript object notation and what that

45:17means

45:17is essentially it's data stored in a

45:19specific way typically from web-based

45:21systems so if you go and

45:22export something from an internet-based

45:24system and just ask for the raw data

45:26typically it will give

45:27it to you in json so you can connect

45:29directly to that as well i hit cancel you

45:31can connect to pdfs

45:33now this is a bit hit and miss the pdf

45:35scraping you know it's got a capability

45:37built into tableau

45:38that uses a scraper that goes and looks

45:41into the pdf and tries to find the data

45:43across multiple

45:44pages but it can be hit and miss it's not

45:46always reliable so try it if your pdf has

45:48data you think

45:49tableau can grab it try it first you might

45:51save yourself a ton of time copying and

45:53pasting but

45:54if it doesn't work then yeah you might have

45:55to resort to something a little bit more

45:56advanced or

45:57simpler just copy and paste yourself

46:00spatial files are quite an interesting

46:02addition to tableau

46:04they've been in tableau forever i don't

46:06know why i say addition but they can be

46:08connected in sort

46:09of a couple of ways now spatial files are

46:12typically this whole range of files i won't

46:15go through each and every one of them

46:16explaining them the ones you're typically

46:18going to see use

46:19commonly with tableau are these esri shape

46:23files dot shp gr json files which can come

46:26from web

46:27applications like google maps and so on and

46:29so forth and then you've got um kml files

46:33and a

46:33couple of other files that sometimes come

46:36out of a similar system so kml came that

46:39and you might have

46:40this mif and tab as well those are very

46:42specific and then zip files typically also

46:45contain uh

46:46spatial data within them as a package and

46:49that's why it comes as a zip file so table

46:50au is able to

46:51sort of work with all of that and that's

46:53why here you can actually see that it's

46:54highlighting the

46:55files it can see so all this time i've been

46:57going through the files it's not been

46:59capable of

47:00connecting to them here you can see that it

47:02's happy to connect to these two files so

47:04let's go

47:06ahead and find some data to connect to let

47:08's go ahead and to do this i'm just going to

47:10go to a

47:11website and try and find some data i wanted

47:12to give you sort of an honest experience of

47:14connecting

47:15to data just found on some sort of website

47:17so i'll go to kaggle kaggle's really really

47:20good

47:20it's gone to a data set that i used a long

47:23time ago so let's go back and let's go to

47:25the data

47:26sense tab and we'll try and see if we can

47:28filter this and you can filter by specific

47:32file types

47:32let's just select the csv and hit apply and

47:35you get sort of a list of different files

47:38and i'll

47:38connect to this top 100 spotify songs this

47:41looks pretty good and you can get a little

47:44preview of

47:44the data so let's go ahead and download

47:46this it looks it looks pretty small but let

47:49's go ahead

47:49and download it anyway oh i need to

47:51register all right let's go ahead and sign

47:53in with google

47:54and once we've done that i should be able

47:57to download this let's go ahead and do that

48:00and yeah i'll save it to my desktop just to

48:03keep things nice and easy once it's on my

48:06desktop i'll

48:07show it in the finder and i will unzip it

48:11okay so now that it's been unzipped let's

48:14where is

48:15there is it gone uh let's see where is my

48:18where has it put the file and it doesn't

48:24seem to be

48:26showing up let's click out and click back

48:28in right let's try this let's just i'm

48:30pretty sure it's on

48:31my desktop so let's just go try and find it

48:33it's a csv file so if i select text file

48:36and i go to my

48:36desktop uh you can see here there it is a

48:40list of most streamed songs on spotify.csv

48:44and if i just

48:44click out of it you can see all these other

48:46files don't match that criteria that file

48:49does i select

48:50open and you go into what i call the

48:52connection interface now let me just give

48:54you a quick

48:55overview of this interface the connection

48:57interface is broken into what i call three

48:59sections you've got the preview section on

49:01the bottom the reason i start with the

49:02previous

49:03because people always want to see something

49:05familiar first so this is where to go to

49:06see

49:06your data that you've just connected to you

49:09get a list of the the field names on the

49:12left hand side

49:12of that preview pane so you can see what

49:15that is as well and then on the top you

49:17have what is called

49:18i'm going to call it the data modeling

49:20windows oh sorry didn't like that so let me

49:23take my watch

49:24up so it doesn't try and interfere with the

49:26live stream this is called the data

49:28modeling window

49:30and in this window you can essentially

49:33build data models and work with your data i

49:36'm trying so hard

49:37not to get into really advanced topics so

49:40bear with me but i'll explain what a data

49:42model is very

49:43very briefly in a second you don't need to

49:45worry about it and on the left you have

49:47what is

49:48essentially a list of your connections and

49:50the resources that you can bring into your

49:52connection

49:52and use okay so what is the workflow for

49:55connecting to data well as soon as you

49:57connect to data the

49:58first thing you should look for is what is

50:00the connection called this is essentially

50:02going to

50:02match the name of your file and if you want

50:05to you can change this the easiest way to

50:06change this is

50:07to double click here at the top and you can

50:10change the name i'll call this spotify spot

50:13ify hit enter

50:14and you'll see that that changes but it's

50:17not going to change the actual name of the

50:20file that

50:20i'm connecting to yeah so the name of the

50:22connection is changed up here but it's not

50:24going to change the name of the file that i

50:26'm actually connected to that is always

50:27going to

50:28be the name of the file and once i've

50:30connected to the file just below it i'll

50:32highlight this in red

50:34you have essentially the different things

50:37that can be in that file so when we connect

50:39to an excel

50:40file soon you'll see that this is slightly

50:44different but here i've just got this one

50:46file here that you can see list of most um

50:48listen to songs on spotify which is

50:51essentially the file

50:51the csv file and then on the bottom i'll

50:54highlight this in uh green you have

50:57essentially a couple of

50:58new features so you have the union which

51:00allows you to bring dates together we won't

51:02cover that

51:03today that is again it's not really an

51:05advanced topic but it's just not sort of

51:07pertinent in this

51:08particular uh sort of crash course and then

51:11the new table extension which really is

51:13advanced

51:14don't need to don't need to worry about

51:16that at all but very briefly this allows

51:18you to use

51:19um analytical applications to bring in data

51:22from other systems like python and r to

51:25bring data

51:25alongside your normal data okay so that's

51:28the left hand side of the connection window

51:30now when

51:31you've done that let me go ahead and remove

51:32this when you've connected to your window

51:34you see when

51:35tableau automatically does something for

51:37you when you connect the first time it goes

51:38ahead and bring

51:39something into this space for you and as

51:42soon as you drop it down you get the

51:44preview we saw before

51:45so in essence when you connect to something

51:48for the first time it's already done for

51:49you and so

51:50you're probably thinking well what do i

51:51need to do well it's already been done for

51:53you it's right here

51:54but if you don't see that or if you want to

51:57bring in a second item what you need to do

51:59is just go

51:59ahead grab the file and bring it in and

52:02drop it in and now you get a preview the

52:04other thing is you

52:05might want to see your data in a sort of

52:08more spacious window and if i hover over

52:10the farm

52:11you can see there's a little tiny box that

52:13appears just here where i'm highlighting it

52:15's disappeared

52:15because i'm not hovering over it but now if

52:17i hover over it you can see it's right

52:19there this

52:19little tiny uh table icon and when you

52:21hover over it for long enough it says view

52:23data you can open

52:24it up and go ahead and view the data so if

52:27i just go ahead and drag this out oh it's

52:29not letting me

52:30drag it out there you go now let me drag it

52:32down nope it's not going to let me drag it

52:33down just

52:34going to let me drag it out that's

52:36absolutely fine i won't complain and it

52:38shows me the data

52:39so essentially you've got one two three

52:42four five columns okay now that i'm here it

52:45's important to

52:46notice a couple of things that tablet has

52:48done firstly it's gone ahead and looked at

52:51our data

52:51and understood that each column represents

52:54different types of data so types of data

52:56just

52:56mean numbers text values and you can see

53:00that it's calling this one abc this one abc

53:04and this one abc

53:05essentially it thinks that these three

53:08columns contain text okay now we can see

53:11that this column

53:12here contains dates so we're going to need

53:14to correct that we'll come back to that in

53:16a second

53:16the other thing though is that this column

53:19here called rank it's seeing contains

53:22numbers and you

53:23can see it's got a little hashtag for

53:25numerical values and the same again for

53:27streams in billions

53:28so although this number says 2059 i'm not

53:32sure if this 2059 either myths this is 2

53:36billion and 59

53:38or if this is 2059 billion i hate this kind

53:42of stuff i think this is 2 billion streams

53:45we can

53:45go on spotify and have a look but i'll just

53:46assume this is 2 point something billion

53:48streams okay

53:49so all of that information is called

53:52metadata metadata essentially information

53:54about data it's

53:56essentially the core information that tells

53:58you what is in your data and you can then

54:00use that

54:00metadata to make sure things behave the way

54:03they should for example numbers should be

54:05treated with

54:06numerical values text should be treated

54:08with text behavior and text values in

54:11essence okay so how

54:13do we change these well if i close this

54:15preview window you'll see that just over

54:17here on the

54:18bottom let me just bring this pane to the

54:20left i have the same preview that i've just

54:23seen but

54:23it only shows me the few 100 100 rows i

54:26know that because it says 100 rows right

54:29here so if i set

54:29that to a thousand and hit enter it will

54:31show me a thousand rows um it's still

54:33showing me 100 rows

54:34i don't know why it might be above on my

54:36mac version but it should show you whatever

54:39number

54:39of rows you type into that space now when i

54:42go to this column here at the top you can

54:44see that i can

54:44actually click on these as well so let me

54:47go to the date column here release date i'm

54:49just going

54:50to tell tableau look can you change this to

54:52another data type and when i click on that

54:54i get all the

54:55data types that are available so i get

54:57number whole numbers date time date string

55:00spatial

55:01boolean these are types of data and if you

55:03're not sure what these are go ahead and

55:06just google them

55:07they're pretty straightforward literally

55:08once you know them you know them you don't

55:10need to learn

55:10them again but they're pretty

55:12straightforward in this particular case i

55:15know that this column that

55:16i can just see right here when it says 29th

55:18of november that should be just a date

55:20there's no

55:21time there's no like 29th of november

55:23midday it's just a date so if i go ahead

55:26and click date

55:27tablet does something very smart it goes

55:30and processes all that text and tries to

55:32make sense

55:33of the day and because tableau is good it's

55:35actually gotten very good at that that i'm

55:37confident that it's got it right so you see

55:40here it says 29th of november 2019 i'm in

55:42the uk so

55:43this is the correct way of doing dates don

55:46't don't don't come at me if this looks

55:48completely wrong to

55:49you this is the correct way of doing dates

55:52as far as i'm concerned um and so uh now it

55:54's changed

55:55that to date you can see that we have a

55:57calendar item right there ready to go and

56:00this has been

56:00understood and everything's going to work

56:03nicely so we can go ahead and start using

56:05this in our

56:05visualization now if i wanted to bring

56:08another data set in i could but again this

56:10is a crash

56:11course is we're just going to work with

56:13single data sources for now um i've done

56:15many videos

56:15and other people have done many videos

56:17about how to bring two data sources

56:19together when you're

56:19doing that you're typically doing something

56:22called a union or a join and if you're

56:24working with

56:24tableau there's also this new concept

56:26called the data model i've also done a

56:27video on that so

56:28go and research that but for now assume you

56:31're connecting to one data source you've got

56:33one

56:34connection everything is set up nicely now

56:36we're ready to visualize our data what we

56:39can do is we

56:40can just go down here and tableau is kind

56:42of telling you this the whole time go to

56:44this step

56:45to go to the worksheet and start visual

56:47izing something okay so when i go ahead and

56:49click on

56:50the space where it says sheet one we're

56:52into the building window we can actually

56:54start building a

56:55data visualization okay and now i'll go

56:57through this in a second but i want to show

56:59you a couple

57:00of other ways of connecting to data as well

57:02so that's pretty much the flow for

57:03connecting to data

57:05now let's say you want to go back to the

57:07data connection window you maybe realize

57:09that something

57:10is wrong and you need to change the file

57:11well you can do that at any point just

57:13because you've

57:14started building the visualization doesn't

57:16mean you can't change what you've already

57:18connected to

57:18so to do that you just want to go back to

57:21this data source tab here so if i go ahead

57:23and select

57:24that it takes us back and we're pretty much

57:26golden we can just start changing

57:28everything again we can

57:29rename it work with it but everything's

57:31going to work as you'd expect and it's

57:33going to be pretty

57:34straightforward so that's essentially the

57:36first example of connecting to a file we're

57:38connected

57:39to a text file we're ready to work with it

57:40we're ready to visualize it we can kind of

57:42put a put a

57:43nib on that bow it off and say we know how

57:46to connect to text files okay the next file

57:48i want

57:48to show you is an excel file and excel

57:50files are the most common files you connect

57:53to in tableau

57:54i hate to say it people should be using

57:56databases but excel is just so common so

57:58this is what you're

57:58going to have to connect to so how do we

58:00connect to that well i'm going to show you

58:02how to do that

58:03having connected to one connection already

58:06you see if i go back here and i start

58:08trying to add

58:09a connection here tableau's going to get

58:10confused because it might think that we

58:12want to bring the

58:13data together we want to kind of put these

58:15two files together i don't want that at all

58:17i want a

58:18separate file in my workbook to work on a

58:21separate visualization completely so how do

58:24i do that well

58:25if i go back to sheet one let's say i've

58:26built a visualization you can see that here

58:29at the top

58:30i have a plus icon next to a cylinder now a

58:32cylinder is typically the icon they use for

58:35databases pretty much everywhere if i go

58:37ahead and click on that you'll see that i

58:39get the same

58:40window that we got when we're connecting to

58:43data at the start so that connection window

58:46it also

58:46lives here essentially it should be very

58:48familiar with it and this time i'm going to

58:50choose the

58:51microsoft excel file okay when we choose

58:54that i want to go over to my documents

58:56folder and i

58:57want to make you aware of a folder that

59:00tableau installs on your machine in pretty

59:02much every case

59:03unless you work in an enterprise

59:04organization where they've decided to take

59:07that file away

59:08from you and it's called my tableau

59:10repository this folder right here now this

59:13repository file

59:14comes with every installation of tableau

59:16and if you double click it you'll see that

59:17it actually

59:18has a few things it has some sample work

59:20books it has logs if you ever have an issue

59:22with tableau

59:23this is where it will drop them has data

59:25sources that you might have saved and it

59:27has a bunch of

59:28other things okay one of the things i like

59:30about this is in that folder you should

59:33have a another

59:34folder with the version of tableau you have

59:36installed now i only have 22.4 on this

59:38particular

59:39setup so i'll go ahead and double click

59:41that and then i'll go ahead into that file

59:43and i'll look

59:44at the english version of the data sources

59:47that i have and you should also find in

59:49your version

59:50of this folder in your documents folder

59:52this file here called eu superstore.xls now

59:56this is a great

59:57file because it allows me to show you

59:59something and i know for a fact that you

60:01should also have

60:02this file if you don't have this file i'll

60:04put a link to this file in the document so

60:07you can find

60:07it the thing to note though is that

60:10depending on your version of tableau these

60:12files are different

60:13so if we start visualizing something and

60:16you see a slightly different number don't

60:18worry we've all

60:19got the same data source it's just that

60:21they change them from version to version

60:23they may be

60:23tweak a number here tweak a number there

60:25sometimes the titles don't quite add up but

60:27generally

60:28speaking all the sort of columns are the

60:29same so just follow along with columns and

60:31as long as it

60:32looks the same you're in you're in good

60:34company and we've got two versions of the

60:36file we've got

60:36a european version and american version

60:38because most of the youtube audience is

60:40american i'll go

60:41ahead with american audience the second

60:43biggest country on my youtube channel is

60:46india there is

60:46no indian version of this maybe we should

60:48make one as a nice little side project let

60:49's make an

60:50indian superstore version with indian

60:52locations that are more specific to the ind

60:54ian market maybe

60:55we should do that let's go ahead and select

60:58the sample file select open and when we do

61:00that tableau

61:01thinks about it and it takes us back to the

61:03connection window so you're probably

61:05thinking

61:06well hold on last time we had the csv file

61:09where has that gone well it's not

61:11disappeared what it's

61:13done is it's created a new connection and

61:15the new connection allows you to basically

61:18switch between

61:19this connection and the previous one we

61:21made with the csv file and if you just go

61:22to this top little

61:23drop down you can see that the one we

61:25renamed i just go here you see the one we

61:28renamed previously

61:29called spotify is right there and if we

61:31click on it we go back to it and if we

61:32click on this

61:33cylinder again and go to the new one we've

61:35just connected to which is an excel file we

61:37go back to

61:38that so you can switch between all these

61:40different connections just right here okay

61:43now if i go back

61:44to the excel file you'll see that it says

61:46right here that it's an excel file let me

61:48change to my

61:48red annotator i prefer that now we've

61:51selected this excel file and in the excel

61:54file it has

61:55three tabs if you're familiar with excel

61:57you have tabs across the bottom you have uh

61:59well you just

62:00have tabs depends on what they are but each

62:02of them could contain information and so

62:04what table

62:05is telling me is that look this file

62:07contains three pieces of information has an

62:10orders table

62:10a people's table and a returns table and if

62:12i'm not sure what they look like i can of

62:14course

62:15remember i can go ahead and preview them

62:17just by clicking on those and i can see ah

62:19this data

62:20actually contains information about orders

62:22made at my pacific store let's go ahead to

62:24the people table

62:26connect to that also good returns connect

62:29to that also good so this just allows us to

62:32look at the

62:32data sources and understand what's going on

62:35okay now you'll notice that as i connected

62:38to each of

62:39those these icons changed i don't know if

62:41anyone noticed if you don't believe me re

62:43wind and look

62:44at the icons again these icons have changed

62:47and they've gone to a green uh square with

62:49a little

62:50sort of tag and the tag lets you know that

62:52this data is actually coming from a named

62:55range inside

62:56of that excel file if you're not familiar

62:58with name ranges i've done a whole video on

63:00this so go

63:00ahead and look at the video where i talk

63:02about name ranges and table i talk about

63:04this in a lot

63:05of depth but the key thing here is that

63:07when you're working in excel in fact let me

63:10just go

63:10to excel and i'll show you if i go to excel

63:13here i have it open if i say make a table

63:15uh let's make

63:16a oh my cursor is not working there we go

63:19let's make a table of uh fruits um i've got

63:22my annotator

63:22on as well so let's go ahead and say apple

63:26and pair okay and i could say this costs uh

63:2910 pounds

63:30very expensive apple and this costs five

63:32pounds okay now that's a piece of

63:34information that's data

63:35now if i highlight these okay and create

63:38what's called the name range if i just go

63:40to the data

63:41tab just up here and i can never remember

63:43how to do this where is the named range

63:45options

63:46the actual easy way to do this is just go

63:50to the home and format it as a table which

63:54is where is

63:55the format as a table options my god i'm

63:57really bad here well i found the name range

64:00options

64:01instead i can't get this dark mode version

64:03of excel um it's just clearly throwing me

64:06off so

64:07if i select the table selectify name you

64:09can see that it tells me the name range

64:11here it's

64:12just pointing to that sort of square if i

64:14select okay that becomes the named range

64:16and that is

64:16essentially what we have you can see here

64:19the name range is called apple and it

64:21starts with this row

64:22and that is essentially going to be visible

64:24in tab low as apple when i connect to this

64:27excel file and

64:28start working with it so that's what a

64:30named range is and uh people use them in

64:32organizations all the

64:33time to sort of section out data where you

64:35have multiple things on an excel page that

64:37's essentially

64:37how to connect to each and every one of

64:39those individual tables and if it doesn't

64:41exist you can

64:42go ahead and connect one and it allows you

64:44to pick out data from a page full of

64:45information okay but

64:47for now uh what i really want to look at is

64:50uh orders if i just scroll up you can see

64:52that we

64:53have the orders view over here what

64:55actually happened with this is the icons

64:57didn't change

64:57i scroll down that's what must have

64:59happened this interface is what is

65:01happening with tableau and

65:03interfaces recently honestly so this never

65:05used to scroll down this just used to move

65:07down to make

65:08space for it but it's deciding to scroll so

65:10it didn't change icons anyway here's the

65:12orders table

65:13to bring it in we just drag it in like i

65:15said showed you before and we get the same

65:17preview

65:17as we've had before our data is here it's

65:20pretty good we can customize any of these

65:22as well we can

65:24do anything we need to do and it's pretty

65:26much good now the final thing i'll show you

65:28is that

65:28there are some data prep capabilities in

65:31this window if i go to this little drop

65:34down you can

65:34see that i have the ability to split and do

65:37custom splits essentially break out the

65:39data

65:39and in some cases even pivot the data if i

65:42need to do that so in this case if i just

65:44select split

65:44tableau looks at that column of information

65:47and it automatically splits it out into

65:50three columns

65:50you can see here at the very end it's added

65:53them in and a little clue to let you know

65:55that those

65:55have been created here is that if you look

65:58here at the very very top just in this

66:01section you'll

66:02see that these have a blue marker and these

66:05don't have a marker the blue refers to this

66:09blue over

66:09here so when you're connecting to multiple

66:12things they might have different colors and

66:16those colors

66:16will show up on the columns to let you know

66:18which table they've come from that's

66:20basically it okay

66:21so that's why you don't get a blue icon

66:23here at the top because these have been

66:25created inside of

66:26tableau rather than just in general so now

66:29that we've done that we're pretty much good

66:32to go we

66:33can go ahead to sheet one as tableau hints

66:35us to so i'm just going down here selecting

66:37sheet one

66:38and we're back here ready to build some

66:40data ready to work with our visualization

66:42and we're pretty

66:43much good to go if i look here on the top

66:46left i now have two data sources spotify

66:48and superstore

66:50and that's pretty much everything you need

66:51to know about that okay the very last thing

66:54i'll show you

66:55how to connect to is a database so you've

66:57connected to a flat file you've connected

66:59to excel the last

67:00thing i'll show you is a database databases

67:02are pretty common at work so it would be

67:04pretty bad

67:05tutorial to show i'll show you that so let

67:08's go ahead and connect to a database that i

67:10have access

67:11to now to do this i need to be super

67:13careful that don't share my credentials on

67:15the screen so let me

67:16just give me one second and i just don't

67:19give you all my information to my database

67:21and i make sure

67:23that i have it in another window and i can

67:26type it in appropriately as and when i need

67:30to so let

67:31me just where where is this um where have i

67:33put this data honestly that should be more

67:36organized

67:37here we go so i think i think we're okay

67:39one thing i'm slightly concerned about is

67:42that i

67:42might have security settings on my database

67:44to stop me connecting because i'm not where

67:46i'm

67:46supposed to be long story short for

67:48security reasons um sometimes it's good to

67:51tell your

67:52database not to let you connect from

67:53certain locations because those aren't

67:55locations you're

67:55supposed to be connecting to the data so

67:57for this what i'm going to do i'm going to

68:00move this can i

68:00move this window to another window yes i'm

68:02not going to show you this until i filled

68:04it in because

68:04i don't want you guys getting all my

68:07database details so let me fill it in off

68:09screen apologies

68:10probably the worst this is the worst uh

68:13live streaming uh thing to do but you can't

68:16dynamically

68:17um fade out stuff i trust you guys won't be

68:20stealing my email and everything but

68:23i need to just be able to log into this

68:25database and do that so all i've done is i

68:29've typed in the

68:29credentials now i've actually done a video

68:31on how to connect to snowflake so you can

68:33go watch that

68:33video where i have blurred everything out

68:35but as soon as i connect to a database you

68:38'll see i get a

68:39different kind of window it's not like what

68:41we've seen before um for snowflake

68:43specifically i get

68:44what's called a warehouse and each database

68:46has its own sort of setup so you might get

68:48different

68:49things in you might have like a warehouse

68:50but warehouse means something else you

68:52might have a

68:53data lake you might have all of these terms

68:55you might have schema as well as an option

68:57that turns

68:58up in here depending on the database they

69:00're all slightly different this follows a

69:02terminology of

69:03that database so i'll go select my

69:04warehouse in snowflake warehouse just means

69:07how much computing

69:08power you want to use so i have one called

69:10compute this is my own database i use this

69:12to run this

69:12youtube channel and everything that goes on

69:15with my channel and then i've got a demo

69:18database

69:19tableau demo database with demo tableau

69:21data so if i go ahead and select that that

69:23works then i

69:24can go ahead and select the schema this is

69:26the public schema and in the public schema

69:29you can

69:29see that i have three pieces of information

69:31i have my employees table my invoices table

69:34and my orders

69:35table this is all dummy data so there's

69:37nothing sensitive here my orders table i

69:39can preview it

69:40just like i showed you before and it looks

69:42exactly the same so these options are just

69:44slightly

69:44different because i'm connecting to a

69:46different type of data source but if i go

69:47ahead and close

69:48this you'll see i also get an option to do

69:50custom sql now if you're the kind of person

69:53who just

69:53knows how to write their sql to connect to

69:55a data source you can actually go ahead and

69:57just bring

69:58that in and paste your sql in here and type

70:00we will go and run that query to return the

70:03data

70:03that comes back and use that in here the

70:06advantage is you could do a lot of data

70:09preparation in this

70:10window but a note about custom sql it can

70:12sometimes slow tableau down especially if

70:15you're using a

70:15live connection so just you know use it

70:17with caution and the other nice thing is

70:20with custom

70:20sql you can insert a parameter that's

70:22controlled by the user that actually runs

70:25in this window so

70:26if you've got a live connection you want to

70:28give the user the ability to choose some

70:30sort of

70:31variable from the database so your database

70:33is not chucking everything out the user you

70:35can actually

70:36use a parameter in this window to do that

70:38that's just worth noting but nonetheless

70:40same as always

70:41drag my orders table in it looks exactly

70:44the same as we've been using before a table

70:47there preview

70:48at the bottom ready to go go to sheet one

70:51exactly as you'd expect connected okay so

70:54we've got three

70:55connections we've got our snowflake

70:57connection we've got our excel connection

70:59and we've got our

70:59csv connection all three of them are up

71:02here at the top now you're probably

71:04wondering well great

71:05let's start visualizing our data let's

71:07start working with this and information

71:09well the

71:11tricky thing is actually we're not done and

71:13let me just sort of take a break to sort of

71:16check what

71:16i've covered here so the connection

71:18interface is done let's strike that out

71:20finding data to use

71:22i didn't really cover that so i'll come

71:24back to that connecting to data i kind of

71:26feel like i'm

71:26doing that now so i'll cross it out ahead

71:28of time and yeah the next thing we're going

71:31to come to is

71:32the tableau extracts you see the the

71:34easiest way to explain this without going

71:36into too much detail

71:37is that tableau extracts are an optimized

71:41format of data right now everything we're

71:44connected to

71:45is connecting live the way i know that is

71:48that each of these cylinders are just

71:50cylinders so

71:51these are all live connections what does

71:53that mean that means every time i do

71:55something in tableau

71:57tableau is actually going to that file and

71:58querying the information every time i do

72:01something

72:02with this particular connection it's going

72:03to snowflake querying the data and coming

72:05back

72:06now that's fine but if you're trying to

72:08build a dashboard at work that's actually

72:11not fine because

72:12what happens if the database goes down

72:14whilst you're building something what

72:16happens if you

72:16just want to build something quickly you

72:18don't want to worry about the latency and

72:19the networking

72:20issues in your organizations you just need

72:22to get on with work and so tableau has

72:24another way of

72:25capturing this which is essentially by

72:27taking a snapshot of the data what it does

72:30is it goes off

72:30to the data source it takes a snapshot but

72:33it remembers where it got the data from and

72:36when it

72:36takes that snapshot it means that it saves

72:38it into a more optimized format that allows

72:40you to do a

72:41little bit more with it and it also works

72:44considerably faster it's also a lot smaller

72:47so a

72:47good example if i took like let's say 200

72:50megabytes csv file like a text file tableau

72:53would compress

72:54that down to about 10 megabytes much much

72:57more portable much faster it's going to be

72:59much faster

73:00than opening a text file and looking

73:02through and querying its information and

73:04the added benefit is

73:05that extracts also allow you to do certain

73:07things that you can't do with just normal

73:09connections

73:10again it's a little bit beyond the nature

73:12of this crash course but you can do a

73:14little bit more with

73:14it so how do you take an extract well there

73:17's a couple of ways if i go back to any one

73:20of these

73:21in this case let's go back to my excel file

73:24i can right click on it and i can select

73:26edit data

73:27source when i do that it takes me back to

73:29this window and i wanted to show you

73:30another way of

73:31coming back here just so that you know that

73:34you can do that okay now up here on the top

73:36right you

73:37can see there's an option that says extract

73:39i completely missed this before because i

73:41wanted

73:41to wait until i was here to kind of talk a

73:43bit about this and you can see the default

73:45option is

73:46live but what i'm saying is you should be

73:49using an extract okay and so let's have a

73:51look and see

73:52what happens when you switch over to the

73:54right hand side you see when you go to the

73:56right hand

73:57side it says extract will include all data

73:59it's not created the extract yet it's just

74:02telling you

74:02that this is going to include all data if

74:05you were to take one but here's the

74:07advantage you can

74:08change what data comes in you can change

74:10what data comes into your snapshot just by

74:12selecting edit

74:13and tabular gives you this window that

74:15allows you to choose what data you'd like

74:17to bring in

74:17don't worry too much about the stuff here

74:19at the top all you're paying attention to

74:21is the filters

74:22pane here in the bottom okay when you

74:25select add it shows you all the columns in

74:26your database so

74:27let's say i only wanted to bring in cells

74:29from a pacific subcategory i could go ahead

74:32and select

74:32okay choose that subcategory select okay

74:35and now i've limited my data to just the

74:38art data

74:39for my extract i've not deleted it from the

74:41database i've not deleted it from the file

74:44i've just brought in a tiny sample of that

74:46data because maybe this is all i'm

74:48analyzing if i

74:49select okay that's all fine and now when i

74:52go back to my visualization to start using

74:55it

74:55tablet actually asks you hey where would

74:58you like to save this extract and this is

75:01kind of confusing

75:01because you're probably thinking oh whoa

75:03whoa i thought you were going to save it in

75:04the workbook

75:05and in this particular file and you're

75:07going to take a copy of my data but in

75:09actual fact tabular

75:10does need to write the file somewhere it

75:12likes it's going to write the file so i

75:13always say to

75:14people look save it to your desktop because

75:16we're going to delete this later i'll show

75:18you why save

75:19it to your desktop and when it's done you

75:21know you have an extract when you go to the

75:24top left

75:24hand side here and it has two cylinders

75:27with an arrow going from the first one to

75:29the second one

75:30essentially it's telling you that it's

75:32taking an extract and now it's using that

75:34extract okay and

75:35so if i go and ask tableau hey what subc

75:37ategories do i have in my data i'll just go

75:39ahead and drag

75:40subcategory onto text you'll see the only

75:44data i have in that file is art but if i

75:47want to connect

75:48back to the live data let's say the

75:50database is back up and everything is great

75:52i can go back in

75:54right click untick the use extract option

75:57and all the data comes back okay so just by

76:00switching

76:01that on and off i can switch between

76:02whether i'm using my snapshot or whether i

76:04'm not using

76:05my snapshot okay now the other reason

76:07people use this particular extract feature

76:10is because they're

76:11only interested in a small part of the

76:13organization and other people use it to

76:15optimize the way they

76:16build their workbooks they want to make it

76:17go faster they want to make it easier and

76:19so again

76:19that's a really great way of doing that

76:22okay so that is an extract in a nutshell

76:25there's definitely

76:26more i could talk about with extracts it's

76:28definitely more you can learn go ahead and

76:30google

76:30the topic look on youtube i've done videos

76:33other people have done great videos on this

76:35and go ahead and check them out in the

76:37recorded version i'll maybe put up some

76:39links to some

76:39resources that i think are fantastic that i

76:41've not made other people have made but i

76:43think you should

76:43check out okay great stuff so we've created

76:47an extract we could do the same with this

76:50first one

76:50as well and this is another way of creating

76:52an extract you can just right click the

76:54file here

76:55select extract and you get the same window

76:57this time here rather than in the

76:59connection window

77:00you could add a filter in this case i won't

77:02i'll go down to the bottom right select

77:05extract

77:05will ask me where i want to save it again i

77:08hit my desktop save and you'll see that

77:11this extract

77:12has a different time zone to the underlying

77:14data essentially tablo is looking at the

77:16metadata

77:17to understand hey what's going on here i'm

77:19fine with this i know this is fine i'll

77:21select and

77:22show again click ok and again we have an

77:24extract right there so pretty easy pretty

77:27simple now at

77:29this point this is when i start to save the

77:31work okay i don't want to go through all

77:33this effort

77:33making connections and then forget to save

77:36it so if i click on tablo and i go to file

77:39at the very

77:39top i can go ahead and save as now if i

77:42click save it'll just go ahead and open

77:45this window

77:46and it'll want to save it in my tablo

77:48repository i don't want it in my tablo

77:49repository i want it

77:51on my desktop so let's go ahead and select

77:53my desktop and you'll see it gives it a

77:54name called

77:55book one dot t w b i'll call it live stream

77:58okay giving it the file live stream now

78:02this file

78:03extension is super important so many people

78:07make this mistake so pay attention okay a

78:10twb file is

78:12just known as a tablo workbook at the

78:15bottom there's another type called a

78:17packaged workbook

78:18okay and the package workbook not only

78:21contains your data visualization but it

78:24also contains your

78:25extracts and any data sources as well as

78:27assets like icons and images those all get

78:30packaged into

78:31a twb x file and so most people i think

78:34generally want to save everything in one

78:37file they don't

78:39want to save it in lots of different places

78:40then have to go back and find it and relink

78:42it

78:42especially if we're about to delete the

78:44extract from our desktop we just want to go

78:46back here

78:47and save everything in one file so if i go

78:49ahead and select that we're going to save

78:51it as a twb

78:52x file hit save it will go ahead save it i

78:55know that's saved because here at the top

78:58ah just the annotator has kind of gone in

79:00the way here at the top you can see it's

79:02called live stream

79:03and now that's saved okay and so what that

79:07allows me to do if i find my um

79:10uh little icon is i can go ahead and i can

79:13now safely delete these two because they

79:17are actually

79:18now in my workbook they've been saved as a

79:20package workbook if they weren't saved it

79:23would just save

79:24a twb and the next time i try and go and do

79:26something it would still be connecting to

79:29the

79:30local files and it would basically have a

79:31panic attack because it's saying hey i had

79:34extract they

79:35were on the desktop where have they gone

79:38and so to fix that the only way you can

79:40kind of get those

79:40back is to go back connect to the original

79:43data source and regenerate the extract

79:45essentially this

79:46option here is a couple of options

79:47sometimes here you can use to regenerate

79:49the extract refresh

79:50re-update tablo will kind of give you a

79:52hint as to what it needs to do but that's

79:54where you find

79:55these sections you can mess around with

79:57these options you know figure out what they

79:59do google

80:00them whatever but we won't cover that in

80:02much detail go check out the videos on

80:03extracts that

80:04have been done by the community okay and

80:06now even though i've got my extract in my

80:08workbook i can go

80:10go ahead right click onto cues extract and

80:12it brings everything back in because what

80:14it now

80:14does is it goes to find the extract

80:16realizes it's not there then goes to the

80:18main file and brings

80:19all the data in if i go ahead and extract

80:22the data this time removing my filter for

80:25subcategory and

80:27bringing everything in select extract we

80:29take the extract you're probably wondering

80:31why am i

80:32repeating extracts because people don't get

80:34it so just want to make absolutely crystal

80:37clear that

80:38you understand what extracts are okay the

80:41very final thing you can see a tick mark on

80:43the data

80:44source that i'm currently using okay if i

80:46go to another data source you'll see that i

80:48don't get

80:49that tick mark because i haven't brought

80:51anything in and everything goes orange if

80:52you're into that

80:53zone you're skipping way ahead just go back

80:56to the data source you were using select

80:58that

80:59clear the sheet just removing everything or

81:02if i go back one step there's a back button

81:05right here

81:05if i go back one step you can just go ahead

81:08here and select clear the sheets that will

81:11clear

81:12everything and now when i switch to another

81:14data source that blue stick isn't there and

81:16nothing's

81:16changing orange okay you just want to make

81:18sure you don't get confused this is exactly

81:20what

81:20happens to people and they get so confused

81:22and they realize they're creating blends

81:24and joins or

81:25gets crazy so make sure you're working on

81:27the data source you're supposed to be

81:29working on

81:30by just making sure you clear the sheet or

81:32you create a new sheet if you need to

81:34okay so that is an extract i've covered

81:38extracts in pretty pretty good depth okay

81:44now the next thing to sort of touch on is

81:46the interface i mean come on i've gone

81:49right into

81:49tableau and i've not shown you any sort of

81:52interface whatsoever so let's go ahead and

81:56actually explain this interface a bit more

81:58i'll move my annotation tools out the way

82:00let's put

82:00them in the middle of the page because then

82:02they can't really get in the way okay so

82:04you've

82:04connected to tableau at the very top you've

82:07got what i call the toolbar okay the

82:09toolbar has a

82:10bunch of different things often you'll see

82:12me going to this toolbar throughout today i

82:14'll even

82:14forget to just mention that i'm going there

82:16because for me it's muscle memory i've just

82:17sort

82:18of gotten used to going up there and doing

82:20different things it's got some of the most

82:22commonly used things that you do with table

82:24au if you hover over each one of them it

82:26tells you what

82:26they are i don't want to go through each

82:28and every one of them but essentially you

82:29've got the back

82:30and forward button okay the the back button

82:33in tableau is very good like it it will go

82:36back as

82:36far as you need to pretty much since you've

82:38opened the farm so be very careful how far

82:40back you get

82:41really make sure you go to the right step

82:43and don't undo your work and then start

82:45doing something

82:45and then lose the sort of forward history

82:47that it's actually built up you've got a

82:50couple of

82:50other options you've got the data

82:52connection window you've seen this cylinder

82:53i've got the

82:54pause button don't worry about the pause

82:56button just yet if you're working with

82:58really large data

82:59sets research what this button does and you

83:01've got the sheet option so clearing the

83:03sheets copying

83:04the formatting all of that is up here you

83:07've got the ability to rotate charts some

83:10highlighting

83:11grouping formatting uh views setting the

83:14screen to fit different sizes all of that

83:17is up here

83:17we'll cover it as we start to get through

83:21the session now the left hand side is

83:24called the data

83:26pane now the data pane has surprise

83:28surprise your data and each of the columns

83:31in your data

83:32sits on this sort of um left hand side pane

83:35and you can remember we have these icons

83:38that basically

83:38talked about different data types well

83:40those exist here too if i just highlight

83:42them in green

83:43all the data types are right there and you

83:45can hover over them and look at them or you

83:47can click

83:47on them and change them if you believe they

83:50're wrong the other thing is you will see

83:52that tableau

83:52split this data into sort of two arbitrary

83:55groups and some are blue and some are green

83:57okay well

83:59this is nothing to do with the types of

84:01columns they are okay people often make

84:03that mistake they

84:04say oh it's because it's a difference

84:06between um you know dimensions and measures

84:08which is what

84:08these are actually called so these are

84:10typically called dimensions in blue and in

84:13green we have

84:13measures okay that is actually isn't the

84:17reason why you can have a a dimension turn

84:20into something

84:21like a measure for example a date can both

84:24be dimension and a measure you can have

84:262020 the

84:27dimension the actual year and you can have

84:302020 as a time scale as in a line that

84:33becomes continuous

84:34or a measure essentially so in essence um

84:38let's not let's not get into that just yet

84:42well when we

84:42look at dates we'll go into that into more

84:45depth okay but the thing to note is

84:47obviously when you

84:48click on each one of these you can change

84:50the data type and you can even um it's

84:52actually not letting

84:53me do that why is it always coming up with

84:56a geographic role that is really bizarre

84:58what is

85:00going on today look at this that i swear

85:02that never happens normally you're able to

85:05change this okay

85:06so there's obviously some changes going on

85:09in tableau either i'm just i found just

85:11completely

85:11out of um kilter but previously when you

85:14clicked on this you could change the data

85:16type okay now

85:17if it's not letting you do that you can

85:19actually go down into this option and

85:21change the way it

85:22works you've got default properties you've

85:24got different things depending on what the

85:26field is

85:26you can obviously go down into this little

85:28triangle and you get a whole bunch of

85:29options

85:30that let you change what it does okay and

85:33this is pretty much consistent with every

85:35single field

85:35whatever field i hover on you'll see this

85:38this little tiny arrow let's see if i can

85:40isolate it

85:40now i can't isolate it because it

85:41disappears when i hover over but this

85:43little tiny arrow on the

85:44right hand side of each pill as i select it

85:46gives you more options and in those options

85:48you can

85:49change a bunch of different things okay now

85:51the power of that is if you realize

85:54something's wrong

85:55you can change it the other thing you can

85:57do is if you realize something wrong but

85:59you're not sure

86:00ira is recommend right click on one of

86:02these duplicate it and you create a second

86:04item

86:04then you can try whatever you need to do

86:06with the second item but you're not going

86:08to break the main

86:09item essentially what tableau has done is

86:11it's created a calculation we'll go into

86:13calculations

86:14a little later on but you can see here that

86:16it's got a little equal signs next to the

86:19abc

86:19that means it's a calculation okay now the

86:22other pane that you probably don't realize

86:26is there

86:26it's called the analytics pane you can just

86:28see it here i'm highlighting it in green at

86:30the top

86:30and when you switch to it you get some of

86:33these aggregation types and the ability to

86:36add things

86:36like reference lines and some of the

86:38statistical models as well we'll come to

86:40this probably in

86:41another stream but in essence the only time

86:43we really want to be using this is if you

86:45're using

86:45reference lines we'll touch on this today

86:47how to use them and what are the options

86:49but we won't go

86:50into a lot of depth so we're just touching

86:51them briefly i'll show you where everything

86:53is and then

86:53we'll kind of skip along okay and then

86:56after you've sort of looked at this left

86:58hand side of

86:59the data in the analytics pane you've got

87:01the bottom section which is essentially

87:03where the

87:03data source and the sheets live so all the

87:05sheets all the dashboards you click through

87:07them here on

87:08the bottom on the very very very bottom you

87:11can probably see here that it's my name

87:13that's

87:14essentially me logged into tablo server and

87:16that's why that my name is coming through

87:18there and then

87:20over here in the middle you can see that i

87:23have two one three things the pages shelf

87:27the filter

87:27shelf the mark shelf the two things to pay

87:29attention to are the filters essentially

87:31allows

87:32you to filter things like you would in

87:33excel and the marks pane which controls

87:35charts we'll come

87:36to that very soon and then on the top i'll

87:39highlight these in red you've got columns

87:42and

87:42rows this is an important thing that

87:44controls charts in tableau and a very very

87:47final thing

87:47is you've got the canvas here you can see

87:49the whole general space that's list and

87:52sheet one

87:52sheet two that's just here in the middle

87:55and those are pretty much all the arrows so

87:58when i refer to

87:59columns rows shelf filter shelf marks shelf

88:01those are the things i'm referring to i'm

88:04referring to

88:04these sections of tableau you can move them

88:07around for example if you want the marks

88:09pane further up

88:10you can do that you can bring the pages off

88:12here at the bottom totally up to you you

88:14don't have to

88:15leave them as is most people leave them as

88:16is i i leave them as is because you know i

88:18do tutorials

88:19so i want them to stay the same but broadly

88:21speaking and that's where everything is the

88:24last

88:24thing which i hate using i hate people

88:26using this not because i think you shouldn

88:29't but because

88:30people use it as a crutch and i think if

88:31you learn tableau you shouldn't need to use

88:33this but

88:34show me show me allows you to understand

88:36how to build charts the problem is most

88:39people end up

88:40basically using it forever and always

88:42getting it to build their charts for them

88:45okay so that's the

88:46interface in a nutshell that's everything

88:48you need to know everything i'm going to be

88:49calling out will

88:50be in these areas when we go to a new

88:52interface i'll keep showing you the

88:53introduction as well so

88:54you can understand it but that's pretty

88:58much it that's everything in one okay okay

89:01so i've covered

89:02i've covered the main interface now the

89:05last thing i haven't done is finding data

89:07to use this is a bit

89:09it's a bit of a topic slightly out of out

89:10of kilter i don't know why i put it there

89:12because

89:13i should have put at the end or something

89:15but um the common places to find data sets

89:18actually if

89:18i go back to tableau public and i go to the

89:21resources tab you can get the sample data

89:24and

89:24here they have a list of businesses and

89:26sample data you can get started with so if

89:28you're just

89:29learning this is a really good place to

89:30just go and find some assets that you can

89:33use straight

89:33away and just you know ignore kind of all

89:35the hassle of having to clean the data

89:37whatever

89:38everything is just good to go this is a

89:39really good place the other place is of

89:41course kaggle

89:42kaggle is great for um sort of openly

89:44available data sets and everything that you

89:47can kind of go

89:48to the communities talking about people

89:50like to sort of dump data sets on there so

89:52that's a great

89:52place to go and find something you may be

89:54passionate about and start working on it

89:57the

89:57other thing is if i go back to tableau

89:59public you've got these community

90:01challenges and resources

90:02and um let's let's see if i can find these

90:06so if i go to the let's go to the tableau

90:10community page

90:10or not tab like public tableau community um

90:15tableau community wrong place uh

90:24no this is not what i was looking for uh if

90:26i go to this page this page is on the table

90:29au home page

90:30um you can find community projects there

90:34you go community projects and in the

90:38community projects

90:39there are a couple of projects that give

90:41you data sets to use on a weekly basis so

90:44makeover monday

90:44run by andy kreebel um allows you to do

90:47that i think it's andy kreebel and even mur

90:49ray i think

90:49they're both doing it again it's gone

90:51through sort of different hosts over the

90:53years but i think it's

90:54andy and eva at the moment workout wed

90:56nesday started by andy but i think hosted

90:58now by a bunch

90:58of people from the community this is

91:00basically a weekly challenge where you can

91:02download a data set

91:03and then they try and give you something to

91:04recreate in tableau and you can see how it

91:06's done

91:07and if you don't know how to do it you can

91:08just look at the answers if you do know how

91:10to do it

91:10you can kind of give yourself a challenge

91:12of figuring it out and then there's a bunch

91:14of other

91:14sort of opportunities here i won't go into

91:16all of them but all of them are fantastic

91:18they're really

91:19really good and i think they're a great

91:21sort of learning resource for understanding

91:24where to go

91:25and find data that just allows you to get

91:27into tableau some of these are not tableau

91:29specific

91:29either some of these have data sources and

91:32data sets for other tools like power bi if

91:34you're into

91:35sql some of them that challenges do get

91:37done in sql as well i'm not in that sort of

91:39world so i

91:40don't know too much about that but

91:42nonetheless you can go and find great data

91:43sets from these places

91:45the other thing is the internet the

91:46internet just has lots of different data

91:47sources that you can

91:48use as well so that's pretty much a good

91:51thing to go to all right let's go ahead and

91:53strike this out

91:54right how does tableau work well i've shown

91:59you the interface and this is a very

92:03difficult question

92:04to answer but i'll answer it by telling you

92:07how the technology behind tableau works

92:10okay

92:11when tableau was created the biggest

92:14innovation about tableau was how it allowed

92:18any user

92:19to work with data without having to write

92:22sql so if i go to sample superstore here

92:26and i drag category onto rose and i drag

92:32sales onto where it says abc you'll see

92:36that i get the

92:38total sales for each category the

92:40innovation that tableau made was that i

92:43didn't need to know sql

92:46to create that query but of course if i'm

92:49connected to a database obviously something

92:52needs to be right in the sql because

92:54databases only work with sql so here's how

92:57tableau works

92:58if i go to the help menu and start a

93:00performance recording it's a bit of a

93:03random place to go but

93:04let's just just bear with me if i start a

93:07performance recording tableau starts

93:09basically recording what's going on in the

93:12background and now let me drag uh let's

93:15drag

93:15subcategory onto rose you'll see i get a

93:18list of subcategory and let me get sales

93:21and put it on

93:22columns instead you see where i dragged it

93:25changed the behavior of tableau it built me

93:28a bar chart

93:29and now if i stop the performance recording

93:32go back over to the help tab i don't know

93:35why it's

93:35under help but let's go ahead and stop the

93:37performance recording you'll find that

93:41tableau

93:42shows you what was going on in the

93:44background wait for it to load there it is

93:46it's coming up

93:47and here's the secret if i just drag the

93:52slider and i just go down to

93:58this executing the query when you drag and

94:01drop things in tableau what it's actually

94:04doing is

94:05writing sql for you in the background and

94:08sending that to the data source that's it

94:11that's essentially

94:12the core innovation behind tableau it's

94:15giving you a visual interface to run sql

94:18that's why the ip the

94:20technology behind tableau is called a vis q

94:23l essentially it's allowing you to write sql

94:26using

94:26a visualization sort of technique and so

94:30that's literally how tableau works when you

94:32drag and drop

94:34anything onto one of these core areas

94:37essentially anywhere here you are telling

94:40tableau how to build

94:42a chart and it's interpreting that and

94:44building the chart for you or you can tell

94:47it to change

94:48its behavior to do different things one of

94:51those two so you've just seen how i built a

94:53bar chart

94:54it's very simple okay let's clear the sheet

94:56again going up here to the toolbar click

94:58that let's try

95:00that again i want to do a bar chart showing

95:02the sales for each subcategory that's how

95:05the question

95:05might be framed at work i'd go ahead and

95:08drag the subcategory onto rows that puts it

95:11onto rows you

95:12can see that each subcategory is taking up

95:14a row that's how i remember it and then

95:16sales is what i

95:17want to put on the bar chart the total

95:19cells i'll go put it on columns and tableau

95:22understands that

95:23to mean hey let's draw you a bar chart for

95:25this particular chart type and notice this

95:28is just an

95:28alphabetical order i've not changed this um

95:31this is just how the data can comes in

95:33actually strictly

95:33speaking it's data source order which

95:35happens to be alphabetical order but that's

95:38just how this data

95:38source works now what if i want to change

95:42this well normally bar charts are vertical

95:46yeah that

95:46makes a lot of sense right you go from the

95:47bottom up not from the left to the right

95:49although

95:50sometimes you do have them like this how do

95:52i change that well it's exactly as you'd

95:55expect

95:55if i wanted the sales on rows and the subc

95:58ategories to be vertical i just swap them

96:01around

96:02so let's clear the sheet and do the exact

96:05opposite let's drag subcategory onto

96:08columns you'll see it

96:09goes across and then sales onto rows and

96:12now they're vertical okay so that's

96:15essentially the

96:16secret here and there's actually a quicker

96:18way of doing what i just did if you get it

96:20the wrong way

96:20round if you go up uh here to the uh very

96:23very top there's a no that's not the that's

96:26not the

96:27right annotation tool let's just go here if

96:30you go there there's a little sort of

96:32switch-a-roo

96:33icon i call it and if you click it it just

96:35swaps these two items around yeah so these

96:38two items

96:39that i'm hovering over and you can see my

96:41mouse moving over that's all it's swapping

96:43around okay

96:46excuse me so now that you you know that the

96:51next thing you might want to do is to

96:53change the way

96:54this bar looks normally you go from largest

96:56to smallest or smallest to largest right

96:58well again

96:59there's a bunch of icons to let you do that

97:01just here at the top you can see that i've

97:03got this

97:04descending and descending icon if i click

97:07that tablo interprets that and changes the

97:10way the

97:10chart is sorted and pretty much does it for

97:13you okay the other place you'll see that

97:16icon

97:17is you'll see it also here so you'll see

97:19tablo is telling you hey i've done a sort

97:21here

97:21it's going to show you that inside of what

97:24we call a pill in tablo okay this tablo

97:28hate this

97:28being called a pill but we'll just call it

97:31a pill this looks like a pill that's why it

97:33's called a

97:33pill and um it puts an icon there just to

97:35let you know that this particular sub

97:37category item has

97:38been sorted the logic is using sales values

97:41okay so it's sorted this by sales the other

97:44place i

97:45can see this is if i just go over here you

97:47'll see there's another sorting icon right

97:49there

97:49okay so if i go ahead and click on this

97:52icon over here on the left you'll see that

97:55it also does the

97:56same thing okay it just fritches them

97:58around perfect and if i go up here you'll

98:01see that oh

98:01the icon's disappeared why is that well

98:04when i was clicking through these sorts you

98:06'll see it

98:06appears again it appears again and if i

98:09click it a third time it goes back to the

98:12default sort order

98:13from the data source which means no sorting

98:17now the icon disappears if i go to the top

98:20i can

98:20actually go here manually to the sort

98:23option select it and i can change based on

98:27an item in

98:27my visualization so i select field sales

98:30sum and now you'll see it's doing the same

98:32thing

98:33descending or ascending so this little

98:36interface is like the advanced way of

98:38sorting

98:38and these two options here at the top are

98:41the quick way of sorting in essence these

98:44are just

98:44sort of the the fast way of doing things

98:46you just want to get things done quickly

98:48and if you really

98:48want to dial in the way something's sorted

98:50maybe you want to use something not

98:51individualization

98:52you can actually go here select that thing

98:55and now i'm sorting things in ascending

98:58order of profit

98:59from left to right okay so copies are

99:01actually the most profitable item but i'm

99:04actually showing the

99:05total sales okay so that's how you can sort

99:08of customize your sorting and kind of get

99:10get where

99:10you need to with tablet i'll go ahead and

99:13uh clear the sort again i'll do it just by

99:15clicking this i

99:16don't want to sort of confuse you by um uh

99:18going through and sort of clearing so we'll

99:23worry about

99:23that later um it's kind of i just want to

99:26try and keep this as simple as possible so

99:28that's how

99:29tablo works you drag and drop things onto

99:31the visualization it changes the way the

99:34chart works

99:35now so far everything we've been doing if

99:38you've noticed on the marks pane has had

99:42this terminology

99:42called automatic okay what that means is

99:45the tableau is automatically guessing which

99:48chart

99:48type you'd like to see okay so let's sort

99:51of see what happens when we change things

99:54up okay let's

99:55just move things a few around and see what

99:56tablet automatically things things should

99:58be if i move

100:01subcategory onto color you'll see that it

100:04actually colors each this one bar because

100:08we've got nothing

100:08in columns by each of the subcategories

100:10okay makes a lot of sense that's sort of

100:12cool to see still a

100:14bar chart good to know now let's put this

100:17on label you see when you put it on label

100:21tablet doesn't

100:22know what to do because you've got nothing

100:24in columns and rows so then it just says

100:26okay well

100:26let's let's put it on text and let's color

100:29the text by the subcategory you can see

100:31these are

100:32all different colors okay so tablo again

100:34has now changed this to an automatic t you

100:36can see it says

100:37t that means text you can see if i you don

100:40't actually uh get this when it says

100:42automatic but

100:43if you drop this drop down you can actually

100:45see the different chart types that it's

100:47automatically

100:47defaulting to just right here so text is

100:50what this one's on okay and if you

100:52understand this mechanic

100:54you can pretty much build any charts in

100:56tablet by understanding the combination of

100:59what you use in

100:59columns and rows and the marks pane you can

101:02get what you need so let's start by taking

101:05on some

101:06sort of common chart types okay so well we

101:09've done these two we've done how tablet

101:12works and

101:12we've built our first chart that was the

101:15bar chart let's strike that through and now

101:19let's kind of

101:19race through the chart types we're going to

101:21actually smash through this then i'll

101:23explain why i hate

101:24shaming right so a bar chart you've seen

101:27this already we'll drag the dimension and

101:30the thing

101:30we'd like to break up our bars with and we

101:33'll in this case i'll get subcategory i'll

101:35put it on

101:36columns because i want this to be a

101:37vertical bar chart and i'll drag the

101:39measure the numerical value

101:41that i'd like to use to control the size of

101:44the bars drag down to rows and we're pretty

101:46much golden

101:47okay now you can customize this you can

101:49change a few things maybe you want that

101:51sales value on the

101:52bar chart so people can see what it is let

101:54's go ahead and drag sales and this time you

101:56see there's

101:56an option here on the marks paint just put

101:58it on labels and there you go you get the

102:00value on the

102:01end of the labels okay uh maybe you'd like

102:03to change the formatting of this bar chart

102:05a little

102:06bit maybe you'd like this in dollars or

102:08pounds you can just right click select

102:10format and on the left

102:11hand side you get a formatting pane that's

102:13pretty comprehensive in there i'll go to

102:15numbers and i'll

102:16select currency and i'll say one no decimal

102:19places we'll do it in thousands thank you

102:22very much and

102:24we'll keep it as pounds uh we'll do two

102:26decimal places there you go and now you can

102:28see the

102:29formatting has stuck through but you're

102:30formatting the visualization we didn't

102:32format the axis

102:33to format the axis you can just see there's

102:35another option right there select the axis

102:38and

102:38now we can format that as well let's go to

102:41currency custom and now that's all good now

102:44you're probably

102:44wondering what surely tablet should do this

102:46automatically and absolutely you can you

102:49see what

102:49you can do let's open up a new sheet by

102:52going down here to pressing the plus sign

102:55on a new sheet just

102:56do that and it opens a new sheet what we

102:59can do is we can tell tableau that look

103:01this value here

103:02this sales value has a number format that

103:04it should observe across the whole data

103:06source

103:07so if we go to default properties and

103:09select number format you'll see that

103:11currency can be

103:12set to standard and it will just use the

103:14currency for the country or you can set it

103:16to custom we'll

103:17set it to english standard select okay and

103:20now if i build the same bar chart put that

103:22in columns

103:23put that on rows you'll see that it's using

103:25the formatting of pounds and even when i

103:28hover over

103:28the value inside of the tooltip is also

103:31pounds now this tooltip is nice you can see

103:35that it

103:35turns up whenever i hover over anything

103:37okay now you can do a lot with tooltips

103:39this is not the

103:40course for that but if i select the tooltip

103:42option here in the marks pane i can go in

103:45and customize

103:46that i can change the way it works and you

103:48know set it all up again i've done a video

103:51on it's

103:51about 40 minutes just on tooltips that you

103:54can go and sort of watch and check out it's

103:57going to teach

103:57you everything you need to know okay so

104:00that is basically how to set up a bar chart

104:02if you want

104:03to change the rotation you can just go

104:05ahead and do that now you might want to

104:07sort of take it up

104:08a notch you know boss things up you can

104:10have multiple things in your bar chart for

104:12example

104:13if i wanted to add a category as well as a

104:15subcategory i can just go ahead and drag

104:18category

104:18in front of subcategory and it creates

104:21sections and so this makes total sense

104:25essentially this

104:25is a hierarchy and in furniture we have

104:29these patific items now what happens if i

104:33get those

104:33two the wrong way around well you'll just

104:35see it if the data doesn't support the

104:36structure you think

104:37that's going to work you'll just see it in

104:39the visualization it just looks wrong okay

104:41so if

104:41there's a hierarchy things tend to work

104:43much better that way and you can set things

104:45up like this okay

104:46the very final thing i'll show you is i

104:48said i'd show you where the reference lines

104:50were

104:50anytime you see an axis for example this

104:52one on the left with numerical values if

104:54you right click

104:55on it you'll see the option to add a

104:57reference line and in tableau you get four

104:59options now

105:01most people understand reference lines but

105:04you can also create reference bands

105:06distributions

105:08and you can even mess around with box plots

105:10essentially this is where you create box

105:12and

105:12whisker plots in tableau but you can see if

105:14i create a line here this is going to give

105:16me the

105:17average for each section and i can actually

105:19change the level that this works at again

105:22lots of people

105:22have done videos on reference lines but in

105:25essence i can set it to draw a line across

105:27the entire

105:28table draw a line just in each section or

105:31draw a line on each line but it doesn't

105:34make sense to do

105:35the average of each line because it will

105:37just be the line so for average it doesn't

105:39make sense

105:40this makes more sense where per cell might

105:42make more sense is if you're using targets

105:45so you've

105:45got targets for each of these subcategories

105:48you could use this option okay so play

105:50around with

105:50these options this is not the video to sort

105:52of touch on that just going to let you know

105:54there's

105:55a lot you can do here play around with all

105:56these options they are as straightforward

105:58as they look

105:59and they're really really powerful okay so

106:01there's our bar chart we've set it up it

106:03looks beautiful

106:04one last thing one one very final thing you

106:06might do to customize this is to break

106:08these bars down

106:10based on something else let's say you want

106:13to show within each of these bars the

106:15shipping mode that

106:16was used so i'll go ahead and grab shipping

106:19mode and i'll drag it onto color and so

106:21what tableau

106:21will do is it will use the color to break

106:25down my bar and that color denotes the

106:28shipping mode okay

106:30and you can see i can hover over it all of

106:32that information's in the tooltip again if

106:34you want

106:34to customize the tooltip select the tool

106:36tips option and just open it okay now i see

106:39people

106:40trying to build charts like this using show

106:43me and it's just really hard to do you'll

106:45get lost

106:45you get confused and i'll end up with way

106:47too many things in the view you don't need

106:48to do it i've

106:49just shown you how you're just using

106:51columns and rows and the marks pane to

106:53control how everything

106:54works the ship modes control and the color

106:56the category and the subcategory are

106:58controlling the

106:59top level headers and the bottom basically

107:01the columns you see and the sales values

107:03are going

107:04across controlling the rows which gives us

107:06the size of the bars that's it okay let's

107:10go ahead

107:11and rename this let's call this bar chart

107:14perfect next chart pie chart wow the most

107:18dreaded chart in

107:20analytics this is dead easy okay so for

107:23this one i always recommend people listen

107:26stop using

107:27automatic immediately for this chart type

107:29you could get away with doing it but just

107:31switch this

107:32drop down here to pi once you've got pi it

107:35's just straightforward okay the size of the

107:38pie is going

107:39to be controlled by sales yeah that would

107:41give me the percentages and then the color

107:44of each section

107:45is going to be controlled by the category

107:47and there you go you have three equal

107:50sections but

107:51we don't have three equal proportions it

107:54can't be 33 look at the values these aren't

107:56exactly the same

107:57they're slightly different so what we need

108:00to do is also drag sales onto angle and now

108:03you can see

108:04that this actually now is starting to look

108:06a little bit better okay so the size

108:08actually denotes the

108:09size of the whole circle whereas this sales

108:12value on angle denotes the angle let's

108:15clear the sheet

108:16and let's try again with something with a

108:18little bit sort of more obvious sections

108:20let's try a

108:21dare i say it's shit mode okay so let's go

108:24back to pie chart and we'll put ship mode

108:28on color you

108:29can see we have four shipments i put sales

108:32on angle now you can see that working

108:34nicely

108:35and i could put sales on size but it's not

108:37really going to do something because the

108:39size sort of

108:40controls the whole size of the circle but

108:42nonetheless there you go that's it that's a

108:44pie

108:44chart super simple you might want the

108:46percentages on the end of it so how do you

108:48do that well you

108:50can do two things you can drag sales onto

108:52label but it's going to give you the whole

108:54number that's

108:55not very nice okay so what you can do is

108:57you select the one that says t the label

109:00and you

109:01want to go down here to quick table

109:03calculation and select percentage of total

109:06that gives you the

109:07percentage and now that you've done that

109:09you can right click on the visualization

109:12itself and select

109:13format and go to fields and select

109:15percentage of total sum of cells and here

109:19you can change the

109:20percentage okay so you can say percentage

109:23uh just no decimal places and that's it

109:25that's that's your

109:26pie chart done okay nice and easy donut

109:29chart oh god donut charts donut charts are

109:35popular so i'll

109:36show you how to do them let's go ahead and

109:39create a calculated field to do this i just

109:41need to bring

109:42this on screen and you don't need to pay

109:43attention to what's going on here you just

109:45want to do this

109:46create create a value you could actually

109:48even just do this the number one that's

109:50what you need to do

109:51we'll just call this calculation one hit

109:53apply hit okay now that we've done that we

109:57can go ahead and

109:58do this you can see when we put the number

110:00one it splits it out but what i want to do

110:02is actually

110:03find the average of one which is one then

110:06holding optional command or control i can't

110:09remember which

110:10it is on window i can create a duplicate

110:12okay oh is it letting me do that no it's

110:14not going to let

110:15me do that and why is it not letting me do

110:17that there we go i was holding the wrong

110:19key it's

110:19actually command for me on my windows

110:21machine and now that i've done that you see

110:24we have two

110:24and on the left we also have two so on the

110:29second one i'm going to go ahead and remove

110:32everything

110:32i'm just going to go ahead remove the color

110:34remove the size just going to remove

110:36everything okay we

110:37just remained with a circle i'll make the

110:40circle uh larger actually smaller and we'll

110:44change the

110:44color to white okay now you can't see it

110:47yeah it's just right there and the final

110:50trick is to go down

110:51to the second one and select dual axis okay

110:54and then you'll see oh it's nearly a donut

110:57and all

110:57you need to do is right click on this one

110:59and synchronize the axis and there is your

111:01donut chart

111:02the final thing to do is to set the axis to

111:05start and finish basically at the same

111:08point so you can

111:08set it to start at one and finish at one

111:11and then it sits in the middle and then

111:13once you've done

111:14that you can go ahead hide your header you

111:16've got a donut chart i don't know why it's

111:18that complex in

111:19tableau don't don't don't have a go at me

111:22it's just the way it is okay so there we go

111:24that's a

111:25donut chart in tableau so in this

111:27particular tab i use the trick of creating

111:30one and essentially i

111:31use a dual axis to create two calculations

111:33that sit on top of each other that are

111:35basically the

111:36same not as known as a hack i hate hacks i

111:38didn't want to show you a hack but someone

111:40asked for a

111:40donut chart so i had to show you the hack

111:43because it is required for tableau at least

111:45for now

111:46um i hate hacks so go check out this video

111:49hacks in tableau to find out why but this

111:53trick this

111:54this trick of creating the calculation one

111:56and using it to create instances that you

111:58can then

111:58you know use and use again and again

112:01actually happens quite a lot um let me show

112:03you like a

112:04real the real use case for it okay so let's

112:06let's say that i didn't use a dual axis

112:08here let's just

112:09split these two up and let's say that this

112:11color is actually going to be red just just

112:14for argument's

112:15sake okay now what i could do is i could

112:17put these two side by side like that and

112:20have them on the

112:22left and i could essentially keep going i

112:25could create more copies like this and all

112:28it's allowing

112:29me to do is to take the same copy of the

112:31same thing multiple times but now each of

112:34those pie

112:35charts could show different things in one

112:38chart so the example this one is colored by

112:41ship mode

112:42but i could color this one by subcategory

112:44and you'll see that it changes that one i

112:47could go

112:47to this one i could color this by product

112:50this is going to be nasty never do that

112:53please never do

112:54that i didn't teach you how to do this well

112:56i just did but i never tell anyone that i

112:58taught

112:58you how to do this um it's just not

113:00beautiful at all so this is why you use

113:02that hack to basically

113:04get the same instance of something and you

113:06can do something different with each

113:07instance now

113:09i'm not going to show you another hack that

113:11lets you to do the same thing in a cleaner

113:13way

113:14but recently a new feature with maps was

113:16introduced that allows you to do exactly

113:19that

113:20you could create multiple instances of

113:22something and using mapping placing you

113:24could essentially

113:25get them on different parts of your chart

113:27but again i didn't teach you this i don't

113:30teach

113:30people hacks apparently so let me let me

113:33delete these because we don't need all

113:35these extra ones

113:36we'll go ahead and do dual axis on that

113:40again and we'll uh we'll end up needing to

113:42show the axis

113:43where is the axis show the header there we

113:46go we'll synchronize the axis uh we'll edit

113:49the axis

113:51we'll set the fix so it's one the reason i

113:53'm doing this on one and one is so that both

113:56of the axis

113:57are perfectly aligned or is centered by

113:59only having one value on the axis it

114:02basically becomes

114:03centered go ahead deselect the header and

114:05then you can go ahead and format these

114:07lines to not show as

114:08well but essentially they're on top of each

114:10other and with the second one i'll just go

114:12ahead remove

114:13the color set it to smaller size oh uh why

114:15is it why is it changing both of them oh

114:18let's see

114:20what's going on here oh i think i um what

114:24is it doing here what did i do wrong so we

114:27've got this

114:29one here okay i just need to remove

114:31everything on this one then make that

114:34smaller and then that

114:36works yeah i lost my lost my trail of

114:38thought and then we can make this white and

114:40there you go it's

114:41a donut chart okay um line charts are super

114:46simple um first of all go get the measure

114:51or the numeric

114:52value you want to use so in this case you

114:55could use rows um and we just have the

114:57total sales in

114:58this particular case and then you want to

115:01create a line chart using something that

115:03would naturally

115:04create a line in a visualization so for

115:07this i'll go get the order date drop it in

115:11and we'll set

115:12this to day and you'll see it gets very

115:15noisy days too much let's go to month there

115:18you go that's a

115:19bit of a nicer line chart and you can

115:21change this again go to week that's pretty

115:24nice now i'm

115:26clicking this little toggle on the right

115:28and i'm just ignoring all of these options

115:30and i'm going

115:30straight down here to these dates i'm doing

115:32that because in the next step i'll just i

115:34'll explain

115:34why but for now um to create a line chart

115:37it's not going to work if you select

115:40something while it

115:41does work but what it's doing doesn't make

115:44obvious sense until i explain the next step

115:47which is

115:47discrete versus continuous items okay so

115:50for now i'm just going to keep it at month

115:52that makes way

115:53more sense it starts at the beginning of

115:55the data set ends at the end of the data

115:57set and everything's

115:58in the scale okay line chart super simple

116:00you measure the thing you're going to use

116:03to draw

116:03the line whether it's dates numerical

116:05values it's typically going to be two green

116:07things typically

116:09if it's not then you've probably tweaked

116:10the charts a little bit and we'll see some

116:12examples

116:12of that as well okay the next one is

116:16discrete versus continuous and i've termed

116:21this discrete

116:23versus continuous dates but strictly

116:25speaking this is just discrete versus

116:27continuous so

116:28you'll notice that here you have a bunch of

116:32blue and a bunch of green items okay

116:35earlier on i talked

116:36about this and i said it wasn't to do with

116:38anything to do with measures and dimensions

116:41it's instead to do with this concept of

116:44discrete versus continuous values and the

116:47dates are actually

116:48pretty good way of showing you showing you

116:49that so let's let's go ahead and do this

116:51let's drag cells

116:52onto rows and let's drag the order date

116:55onto columns now tablo has a pretty good

116:58understanding

116:59of dates so whenever i drag any date field

117:02it defaults to the year of that date unlike

117:04other

117:05tools where you have to go and build a like

117:06a date model you don't have to do that with

117:08tablo

117:09it understands dates pretty well and if i

117:11select this drop down you'll see that i get

117:14two selections

117:15i can use the year here at the top and i

117:17can use the year and a bunch of other

117:19values again here

117:20at the bottom and so if i select let's say

117:22this version of it yeah you see you still

117:25get a line

117:26chart but this item here at the top is blue

117:29however if i go down and select this year

117:31which

117:31also says 2015 he changes to green and now

117:35we get a scale and so the difference

117:38between these blue

117:39and green items is actually to do with the

117:41fact that discrete and continuous items

117:43behave behave

117:44differently in tableau discrete items tend

117:47to group data together so if i let's say

117:50choose 20

117:51choose a year and choose 2015 you'll see it

117:54grabs everything in 2019 and puts it into

117:57the bucket

117:58called 2019 but if i choose a continuous

118:02year it tends to want to draw a continuous

118:06scale so you

118:07can see here the bottom there is no bucket

118:09anymore it's got a scale 2019 to 2022 and

118:12so that allows me

118:13to essentially change the resolution of

118:15this scale but it always shows the full

118:17range of the scale

118:18every single time because this is a

118:20continuous item so continuous items will

118:22tend to want to

118:23give you a scale an axis and discrete items

118:26will tend to want to give you sort of a

118:29grouping

118:29like a box that fits everything that's

118:32inside of that box so just to pay attention

118:35to that switch

118:36to this version of the year you can see it

118:37says 2019 2020 21 these are all buckets

118:40there's no

118:40scale there's no time in that switch to

118:43this one you get the full scale as you go

118:46through now

118:47because i've switched to the full scale it

118:49draws a line in between the different years

118:52it doesn't

118:52sort of extrapolate the lines it just

118:54assumes that this is the only data point in

118:57the year and it

118:58draws the lines in the next year if i then

119:00go down here and select quarter that the

119:03axis stays the

119:04same length but now the axis gets more gran

119:06ular and now you get more information this

119:08is still

119:09continuous if i then go to quarter up here

119:13something different happens you see if we

119:17select

119:17quarter it goes it goes discrete as i as i

119:20described before but this time it's

119:23grouping up

119:24everything in every year in one quarter so

119:28this is not just q1 for the first year it's

119:31q1 for every

119:32year this is q2 for every year i can show

119:35you that by dragging order date in again

119:38and you can see

119:39this is the years at the top okay and now

119:42you've got two discrete dates and a

119:44continuous item the

119:46continuous item is generating the scale on

119:48the left hand side but the two discrete

119:50items here

119:51at the top are breaking up my line chart

119:54into different components okay and it's

119:57still a line

119:57chart still broadly creating what we need

120:00but each of these dots is sitting inside of

120:02a bucket the

120:03bucket is the quarter if i change that

120:06second one to a continuous one you'll see

120:09it gives me a full

120:10scale in between each quarters okay so that

120:14's like a very brief but important guide

120:18into the

120:19difference between the blue and the green

120:20fields that's why they're like those colors

120:22they make

120:23charts behave differently anything green

120:25will want to draw an axis anything blue

120:27will want to group

120:28everything into one particular dimension

120:31whether it's the year whatever that the the

120:34child of that

120:35dimension will be the grouping essentially

120:37whereas anything green will give you a

120:39continuous scale as

120:41much as the scale allows okay so knowing

120:44that you can sort of manipulate dates as we

120:47've just done

120:47we've drawn a couple of different line

120:49charts here but you can change the way

120:50these work just to kind

120:51of get different combinations working so

120:54maybe you want each these lines broken down

120:56by year but

120:57you'd like the continuous months inside of

120:59them so you can visualize these lines that

121:01's going to work

121:02really nicely what you could also do is you

121:04could take that visual separation instead

121:06of having them

121:06here on the chart you can drag the year and

121:09put it on color and now you'll still get a

121:12continuous

121:12scale because those months fall in specific

121:15places on the scale but it's now colored in

121:17different

121:17colors it's easy to see however if i go

121:22here to the month and i make these uh

121:26discrete you'll see

121:29that it groups all the months together so

121:31all the januaries go into that bucket all

121:33the febri is in

121:34that bucket but because i've put the year

121:36on color it's splitting out the lines by

121:38color okay so again

121:41the behavior changes uh the the the sorry

121:43the pills on the different parts of the