0:00Hey, it's him here. This is yet another
0:01snippet from my Tableau desktop crash
0:03course. In this one,
0:05I explained the difference between Tableau
0:07desktop and Tableau Public. I'll go into it
0:10with quite a
0:11lot of detail. This is actually part of the
0:12crash course, so go ahead and check that
0:14out. But as
0:15ever, let's get stuck in. Now let's look at
0:18desktop and public. Okay, now to download
0:21them,
0:22Tableau Public is a little bit funny. And I
0:24'll start with Tableau Public first, because
0:26that's
0:26the version that most people can go ahead
0:28and do right now for free. There's two ways
0:30of using
0:30Tableau Public. The first way is to use it
0:33here in the browser. The second way is to
0:35download it.
0:36Now most people will tell you to download
0:38it. And if you want to kind of simulate an
0:40experience
0:40that you'd have at work, I would say also
0:42go ahead and download it as well. That's
0:45the best way to
0:45actually experience it. If I go to the
0:47create drop down up here, select download
0:49Tableau desktop
0:50public edition. It takes me to a page, it
0:53asks me to sign in if I'm not signed in.
0:55And if I click
0:56the button, it always asks for a few bits
0:58of information. This is just marketing. I
1:01can never
1:02get out of this. But go ahead, install, put
1:04your details in here. You can put like an
1:08alias if you
1:09want to and download the application. That
1:11will allow you to download the software for
1:12Windows and
1:13Mac. Once you've done that, run the
1:15installer. There's nothing to set up other
1:17than just
1:17literally clicking OK, agreeing with the
1:19terms and conditions and letting that run.
1:21And then once you've done that, you're
1:23pretty much good to go. You'll have the
1:24software ready to run.
1:25If you want to use it in the browser
1:28instead, if I go back to the homepage,
1:30all you need to do is go ahead and sign in.
1:32So let me go ahead and do that.
1:34And once I'm signed in, you'll notice that
1:37I actually have a profile. So my profile
1:41picture is just up here. If you're new, I
1:43think it walks you through the experience a
1:44little bit.
1:45And once you're signed in, what I actually
1:47encourage people to do is don't go and try
1:50and build something straight away. Do
1:51something a little bit more crazy, which is
1:54go find some
1:55of the trending visualizations right now.
1:57Priya Padam here is a colleague of mine at
1:59the Information
2:00Lab. So if I actually go to her
2:02visualization right now, any visualization
2:04which the author
2:05has made available to download, if you go
2:08to this button just right here, you can
2:10actually open it
2:11here in the browser and start to edit it
2:13straight away. So I can go ahead and click
2:15on that button,
2:16make a copy, and I'm immediately in the web
2:19editing experience for Tableau Public. And
2:22actually this is the same web editing
2:24experience you get for Tableau Desktop if
2:26you use it in
2:27Tableau Cloud or in Tableau Server. And
2:29check this out, I can even go into the
2:31visualization,
2:32I can open it up, and I can even see
2:34exactly how this has been built. This is
2:36just such a powerful
2:37capability. And so this is how easy it is.
2:40We've been streaming for such a short
2:42amount of time,
2:42but I've already shown you how you can get
2:44free access into Tableau just by using
2:46Tableau Public
2:47to go and see how other people are using
2:49their visualizations. Now granted, this is
2:52a little
2:52bit intimidating, okay, we've got a lot of
2:55things going on here. But later on today,
2:57we'll actually
2:58build this exact chart. We won't have it
3:00looking as nice as Priya has done here,
3:03because that
3:04formatting takes a bit of time. So this, we
3:05're not going to do that, there's no time in
3:07a crash course,
3:07but we will build this map with these
3:09circles. And I'll show you how to do all of
3:11that. And
3:12everything here should look a lot less
3:13intimidating by the time we're done. Okay,
3:16so let me just go
3:17back and close this. If you want to know
3:19what I'm doing, I'll just try and annotate
3:20it a bit more,
3:21I'll go ahead and close this up here at the
3:23top. And I don't want to publish this
3:25because this is
3:26not my work. I don't want people to think
3:28it's my work. It's Priya's hard work, and
3:30we'll leave
3:31it at that. Okay, so if you want to go
3:33ahead and create anything, you know, go
3:35ahead edit something,
3:36but you can also just go to create here at
3:38the top, select web altering. And it takes
3:41you to a
3:41blank canvas. And the blank canvas is great
3:44, because you can then go ahead upload data
3:46from
3:46your computer, if you've got a text file, a
3:48CSV, Excel files, these are all possible
3:51just through
3:51this. Okay. Now, that's the web experience
3:55of using Tableau Public. What about the
3:57desktop
3:58experience? How do you go ahead and install
4:00the software on your machine? Well, you go
4:03ahead and
4:04download it and install it. And then once
4:06you've done that, what I'm going to do is I
4:08'm actually
4:08going to swipe over to my Windows machine,
4:11because I have my Windows machine just
4:13behind my desk,
4:14and I'm remote desktop into it. And over
4:16there, I actually have the different
4:18versions of Tableau
4:19already running. So you can see the
4:21difference. So the first thing I'll do is
4:23open up Tableau Public,
4:25you can just install the software. And when
4:27you've done that, you can see it just
4:28becomes available
4:29to you to install over here. So you can
4:30just go ahead and click on that and you're
4:32pretty much
4:33good to go. And when you open it up, you're
4:35met with this interface. And this is
4:37actually the
4:38classic Tableau interface when you open
4:40that up for the first time, whether you're
4:42using Tableau
4:43desktop or Tableau Public, it's all the
4:45same. On the left hand side, you have what
4:48's called the
4:48connection pane, the connection pane allows
4:51you to connect to data. In the middle, we
4:53have the
4:54open pane. And this open pane is a bit
4:56different in Tableau Public, because what
4:59it shows you is
5:00some of your most recently worked on work
5:02is a bit like your recent documents in
5:04Google Drive
5:05or on your computer. The other thing that
5:08it also shows you is some of the work that
5:10you've pinned.
5:11So once you start to do a lot of work, you
5:13can actually pin them to this location. So
5:15they're
5:15always visible as well. And then very last
5:18ly, the last thing we have on the right hand
5:20side is the
5:21discover pane. This discover pane
5:23essentially links you to a couple of things
5:26. Some getting
5:27started resources, which are just covered
5:29here at the top. These pretty much show you
5:31how to use
5:31Tableau. They're going to be hopefully just
5:34as good as my tutorials, if not better,
5:36because people
5:37who put them together make the product. So
5:39hopefully they'd be much better. You have a
5:41link
5:42to visit the day. Now we were just on Table
5:44au Public. Visit the day is essentially a
5:46visualization
5:47that's been voted as a community favorite
5:49or has been selected to be showcased for
5:51the community
5:52on that day. And sometimes they come
5:54through here in the product. And the very
5:56last thing is
5:57resources. So these are things like the
5:59Tableau blog, sample datasets you can get
6:02stuck in with,
6:03and the current status of Tableau Online
6:05and Tableau Cloud also available there. So
6:08sample
6:08datasets is really good because it's a
6:10really good way of understanding how
6:11everything works,
6:12and you can sort of bring it together as
6:14well. So that's the interface. Now you're
6:16probably wondering,
6:17well, how is this different from Tableau
6:19Desktop? And this is actually the best
6:21place to show you
6:22the big difference. When I go ahead and
6:24select more, you'll see that I get only
6:27three options
6:28here. So if I wanted to connect to a
6:30database such as, let's say, Microsoft SQL
6:32Server,
6:33or I wanted to connect to something like
6:35Snowflake, that's not going to be available
6:37here,
6:38because Tableau Public is limited. It only
6:40lets you connect to flat files, which are
6:43these files
6:43here at the top. So Excel, text, JSON,
6:46Microsoft Access, PDF, spatial files, and
6:48statistical files,
6:49essentially any file on your machine. And
6:52then the servers it lets you connect to are
6:54Google Drive,
6:55OData, and WebData connectors. Essentially,
6:58these are basically other places where you
7:00might store
7:01some of these flat files and/or web data
7:03that just doesn't make sense to put behind
7:05a price
7:06wall because Tableau doesn't build those
7:09connections. So that's the limitation here
7:11initially with data connections. If I go
7:14ahead and close that option, the other
7:17limitation is if I go
7:19over, let's say I go over to the data tab,
7:21you'll see that I have very few limited
7:24options up here
7:25at the top. And when we go over to Tableau
7:26Desktop, you'll see that you get a much
7:28bigger range of
7:29options. And one of the things you can't do
7:33is save to your desktop. So if I click on
7:36this little icon
7:37here on the very top left-hand side, let me
7:39just highlight that a bit more. When I
7:41click on that
7:42icon, what it does is it switches to the
7:45visualization building setup essentially.
7:48And that
7:48allows me to see the full range of options
7:51still in Tableau Public. But now if I go
7:53here and try
7:53and save the document, it's not going to
7:55let me save it to the computer. So here, it
7:58only lets you
7:58save to Tableau Public. So that is the
8:00limitation of Tableau Public in this
8:02particular instance.
8:03It's not going to let me save to my desktop
8:06machine. That said, if I go to Server, it
8:10will
8:11show me the options that I would expect to
8:13see. But in order to save this anywhere, I
8:15'm always going
8:15to need to go back here and select Save to
8:17Tableau Public or Save to Tableau Public As
8:20, which allows
8:20you to rename the file or write over an
8:22existing file. So those are the core
8:25limitations of Tableau
8:26Public. Everything else works exactly as
8:29you'd expect. There are some tiny, tiny
8:32quirks. For
8:33example, the behavior with Google Docs is
8:35slightly different in Public versus Desktop
8:37. Again, that's
8:38an intermediate thing. We don't need to
8:40worry about it. So that is Tableau Public.
8:42And I'm going
8:43to go ahead and click on this little Table
8:45au icon on the top left again to go back to
8:47this window.
8:48The only reason I'm clicking there now is
8:50because I haven't connected to any data. So
8:52that's the way
8:52to switch between the windows by just
8:54clicking that icon on the top. Right, let's
8:57switch to Tableau
8:58Desktop and show you how that's different.
9:00So let's go ahead and go down to Tableau
9:02Desktop,
9:03which is just over here. Now immediately,
9:05you can see there's a lot more going on. In
9:07my connection
9:08window on the left, we now get the full
9:10breakdown of things you can connect to. So
9:13we have the files
9:14that we had before. These are just here. We
9:16have the server-based connections. And we
9:18also have
9:19what are called saved data sources. And
9:21saved data sources are just things that
9:23have been saved for
9:24convenience. They're not necessarily data
9:26sources that kind of get, you know,
9:28organizations can put
9:30in in that folder for you. It's essentially
9:32just an easy place to put things you work
9:34on very
9:35frequently. A bit like your desktop, but
9:36you can put them there so they're very easy
9:38to access.
9:39We'll talk about that maybe in an
9:40intermediate session instead, but don't
9:42worry about them today.
9:44The server-based connections are a lot
9:46broader. So you'll definitely see that this
9:49list is a lot
9:49more impressive. And the thing to point out
9:52here is that you might have seen that a few
9:54of these
9:54loaded once the window opened. So these
9:57options here loaded once the window had
10:01opened fully. And
10:02that's because these actually live on
10:03another part of Tableau called the Tableau
10:06Exchange.
10:06Think of it as like a marketplace, except
10:08for right now, everything is free. So it's
10:10kind of
10:10like a weird marketplace where everything's
10:12free. At some point, they're going to start
10:13selling
10:14something. So for now, these are all free
10:16connectors made by these companies and/or
10:19Tableau.
10:19And you can go ahead and use them alongside
10:21all these other connectors. So I'm pretty
10:24certain
10:24you'll find your database in this list. If
10:27you don't find your database in this list,
10:29what's most
10:30commonly used to connect to those databases
10:33is sometimes ODBC or JDBC connector.
10:36Essentially,
10:37it's an open source way of connecting to
10:39certain data sources using a certain
10:41protocol. And the
10:43other option is the web data connector. If
10:45it's web-based data, you might instead use
10:47a web data
10:48connector to connect to those sources. But
10:49pretty much everything else is going to be
10:51in this list.
10:52And if it doesn't exist, well, typically
10:54either someone has built an ODBC connector,
10:56or there's going to be a connector down
10:58here that lets you connect to it. So pretty
10:59much everything
11:00is covered. Okay, so let me go ahead and
11:03minimize this list because it's quite a
11:05daunting list. And
11:06to be honest with you, most people when you
11:08open Tableau first time, don't try and
11:10connect to a
11:10database, just connect to the sample data
11:12source that's being given to you. We'll get
11:14to that in a
11:15second. If I go to the bottom, you'll see
11:17something called accelerators. Now, I don't
11:20know why Tableau
11:21tries to confuse people, but accelerators
11:23are just templates. Think of them as pre-
11:25built dashboards
11:26that you can use to, you know, accelerate
11:28your work. Essentially, someone's done the
11:31work for
11:31you, so you don't have to, except for the
11:34fact that these three dashboards here were
11:37never built
11:38with that in mind. These three dashboards
11:40are actually sample workbooks. The best way
11:43to think
11:44of these sample workbooks from, let's say
11:46from a professional perspective, is there
11:49are a good
11:49benchmark for understanding how things
11:51should work in Tableau when it comes to
11:53speed and performance.
11:55So if you open one of these three workbooks
11:57, let's go ahead and do that now, I'll open
11:59up the
11:59Superstore workbook. If you click on them,
12:01it opens them up in another window. If you
12:03open one
12:04of these up and your laptop or computer is
12:06really struggling to work with these
12:09specific dashboards,
12:11it probably means your laptop or computer
12:12isn't appropriately specced, and that
12:14happens really
12:15rarely. But if these are slow, your whole
12:17experience is going to be slow. But if
12:20these
12:20are working fast, they're interactive, they
12:22're working quickly, you're clicking on them
12:24and
12:24things are happening like you'd expect a
12:26normal tool to work, then things are
12:29working pretty well.
12:30Now, right now, this is taking a bit longer
12:32because I'm on an M1 Mac and everything's a
12:34bit weird. Actually, no, this is on Windows
12:36. It's just taking longer. I don't know why.
12:37But this should just work. So for example,
12:41when I hover over these data points, I
12:43should get nice,
12:44fast tool tips. When I click on them, the
12:46whole visualization should react. You
12:48should get a nice
12:50sort of snappy experience switching between
12:51the tabs. And of course, we haven't
12:53published this
12:54up to the browser. But if you were to
12:55publish this to the browser, generally
12:57speaking, you should be
12:58seeing roughly the same sort of performance
13:00. So that's why these are a good benchmark.
13:02Again,
13:03I don't want to confuse you too much by
13:04clicking around and doing a bunch of
13:05different things.
13:06I just want to show you what to expect when
13:08it comes to performance and load times and
13:10how
13:10things should work. Okay, let's go ahead
13:12and actually close this because we don't. I
13:15've
13:16actually ended up opening this again. So
13:17that's fine. What we'll do is we'll keep
13:18this open for
13:19now. We'll keep it here. We don't need this
13:21window for the next step. But if I go back
13:23to the
13:24connection window, just by clicking on that
13:26icon again at the top, you can see that we
13:28have the
13:28accelerator still here on the bottom. And
13:31you can now see we have an item here in the
13:33open pane.
13:34Now when I hover over it, you have this
13:36little pin icon that you can click on. It's
13:39really,
13:39really small. I'll try and highlight it
13:41here for you right there. That keeps this
13:44workbook in this
13:45position. So essentially, this won't move
13:47anywhere. If anything gets opened, that
13:49will always stay on
13:50that top row. If you have a lot of them,
13:52you can arrange them as well. You can move
13:53them around,
13:54just to sort of get things nice and tidy.
13:57Now, if you want more templates, you can go
14:00over to
14:00this right hand side and select more
14:02accelerators, templates. And when you do
14:05that, you'll actually
14:06find that there have been some dashboards
14:08that have been made that already try and
14:10answer certain
14:11questions. And actually, just like we did
14:13with Tableau Public, where we went to find
14:15different
14:15dashboards you can work with, here, you can
14:17go and find dashboards that you can
14:19actually use at work
14:20that connect to things that you might be
14:22familiar with. For example, Salesforce.
14:24Maybe you're in a
14:24finance team and you want to go and see
14:26what other corporate finance teams are
14:28building.
14:28The only word of caution I'll say to you is
14:30that some of these dashboards have been
14:32built by
14:33everyday people in the community that build
14:35fantastic work. And you can tell because
14:38they
14:38look really, really good. And some of them,
14:40let's just say that the jury's out on
14:42whether they look
14:43good or not. But the work that's been done
14:46in the connection has been fantastic. So
14:48they are set up
14:49correctly and you can really generally
14:51trust how they brought the data models
14:52together to support
14:54the visualizations that you want to build.
14:56So if I, let's say I want to search for a
14:58dashboard that
14:59talks about a wealth investment or
15:01insurance broking. So let's go ahead and
15:04search insurance.
15:05I can't type, so let's go search insurance.
15:08Insurance. Is that actually correct? No
15:11matching
15:12content. Insurance. I can't spell, can I?
15:15Let's just type this. Let's type in, sure.
15:18No matching
15:19content. There's nothing on insurance. That
15:21's so weird. Okay. Let's go to corporate
15:23finance instead
15:23and just look what's here. So the most
15:25recent one here is this executive KPI
15:27dashboard by Bistri.
15:29I actually know who built this, but it's a
15:30really, I think it's a really nice
15:32dashboard. I think it
15:33has actually been, this is one of the sort
15:35of better aesthetics that you get on the,
15:38on the
15:38Tableau exchange. And this one's actually
15:40customizable. You can click on it and do a
15:42bunch
15:42of stuff with it, download it and use it.
15:44And it's got a how to use page and
15:46everything. So you can
15:48really kind of do some awesome things with
15:50them. If I scroll back up and I go back,
15:53let's, let's
15:54find one more. Let's go back here. Let's
15:57find one more. Let's just go back down. Let
16:01's go see what
16:02else do we have? These are all a little bit
16:04, a little bit strange. Let's go somewhere
16:06else. Let's
16:07see if we do have an insurance section. I
16:09don't know why it wasn't coming up in the
16:12search.
16:12If I scroll down, I'm going to looking for
16:14these ones, cause these are the ones, the
16:16information
16:16I've built where I work. So of course I'd
16:19look for them. So let's go look at this
16:21insurance
16:22underwriter performance. I also know who
16:24built this is a colleague of mine called
16:26Ellen Blackbird,
16:26Blackburn even. Her work is fantastic. She
16:30's just really got a great eye for design.
16:32And
16:33these are dashboards that really excel at
16:34showing you what's possible with Tableau.
16:36So if you want
16:36to use these absolutely get stuck in and
16:39get involved. Anyway, I'm here to teach you
16:42how to
16:42use the tool, not how to use templates. So
16:44the very last thing is the discover pane on
16:47the right hand
16:47side. The only way this is different from
16:50Tableau Public is we have a little bit more
16:52of a training
16:53section, slightly longer list of resources,
16:56and you often get updates from Tableau
16:58marketing
16:59on the bottom, right? So you can actually
17:01sometimes see things like conference
17:03announcements
17:04and so on and so forth in there. Now, if
17:06you're really sort of advanced in your
17:08organization,
17:09it is possible to change this whole right
17:12hand side section to point to a webpage
17:15instead. So
17:16in this right hand side section, you can
17:18actually point to a specific page in your
17:21organization.
17:21And so you can put information for people
17:23who use Tableau straight away. Maybe it's
17:26guides,
17:26maybe it's information about who runs Table
17:28au, status updates, all of that can live on
17:30the right
17:30hand side of that. And again, I've done a
17:32video explaining how that works. And it's
17:34really,
17:34really good to see. Okay.
17:36Thanks.
17:36Bye.
17:41[ Silence ]
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