Tableau 10: Practical and Concise Part 1 | Junaid Athar | Skillshare

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Tableau 10: Practical and Concise Part 1

teacher avatar Junaid Athar

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Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

7 Lessons (21m)
    • 1. Installing Tableau

    • 2. Introduction

    • 3. Bar and Line Charts

    • 4. Expanding Bar and Line Charts

    • 5. Geo Analytics Using Maps

    • 6. Building Your First Dashboard

    • 7. Part 1 Review

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About This Class

So, you've heard a lot about Tableau 10, but you don't know how to get started?  This Udemy course is exactly what you need! This course will teach you all the fundamentals you need. Trust me, you won't need any other course to reach the intermediate/advanced level after this course.

In this course, you'll learn how to make the data work for you so that you can aggregate, analyze and visualize your data. 

The is the first part of a payed course, which is aimed to be as complete as possible. It will include a lot of practice so that nothing stays theoretical, and the quality is in full HD, so that you can see everything on-screen.

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Junaid Athar


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1. Installing Tableau: hi, everyone we are going to install to have blow in this video. So to do that, you want to go to the tabla website and download the software you can Google Search Tableau download, and the first link will take you to the free download. Can punch in your email address and click on download free trial. From there, it will, depending on your connection, it will take 5 to 10 minutes, and it should be downloaded into your downloads folder. From there, you can double click on it and install it so we'll do that shortly. Well, let's have this download complete. While we let that download, we want to make sure that you guys understand that this is a 14 day free trial. After that, the costs are about $35 a month for a personal addition, which will let you use desktop version as much as you want. Now that we have it downloaded, we can go to our downloads folder, see that we have the desktop downloaded, double click on it, ignore that high time code in the back, and it will open up the installation application and just let that run. So once again Tab loads absolutely fantastic when it comes to being very reasonably priced . They definitely want Mawr people using the tools so they give a great 14 day trial. They have lots of training available, and then once year you complete that trial you can use. You can. You can sign up for a license at a very reasonable price. So now that we have this downloaded, let's put this in our applications folder. Sorry, it's up. Put it in the application's folder. I double clicked on it. It's a package, and that starts the download process. It's downloading. It's downloading. It's downloading. Installing. I mean, it does take some time to install the package, so don't worry if it it's taking more than more than five minutes, for that matter. Once you come to this screen, just keep it and continue. Continue that. Agree. Click install punching your password. If you need Teoh, add your passport. Install anything on your computer. It will tell you the installation was successful. You can move. IgG generally moved up installer to the garbage so the trash, once you have it installed and moved to the garbage, it will bring up this stream I don't actually. This you I'm not gonna update my job from here. You can go to your finder and launch tableau, so let's close this out. So there's your testing desktop, 10.5. Double click on it. It will open up. You need to register the tool. You conclude you're start trial. Now, just add in all your information, it activates a trial, and it's a little Your 14 day trial has started. So from here, you can go to the next video in the course and continue your journey on learning tableau. 2. Introduction: Welcome to the first chapter in tallow for beginners in this chapter will review the basic functionality of Click View. Show you how to use the menus and functionality, create a data connection to a new data source, create a bar, chart a line chart and put it all together in a dashboard. Let's start out by connecting to our data source within the course material. There's a folder called Learning Have Low and wouldn't Within that folder. There's a folder called Data. So what? After download that you can connect to the data by clicking on more and navigating to the data folder and choosing superstore Don t d E Click open. Once you open it, it will bring you to the data in the data source in the default format. Here you can change the column names the column attributes in the data types. For now, we'll leave everything as is and go to sheet one to review where will spend about 80 to 90% of our time developing clicked view sheets, dashboards and stories. First, let's start with the menu bar at the top. This is the Default Menu Bar and has the file data were she dash for story analysis. Map Etcetera will review MAWR These options in detail later in this course, but this is a high level overview of the menu after the menu. Let's review the toolbar at the top. Ah, lot of these dysfunctionality you'll use a lot like undo, reduce, save connect to a new data source. Pause auto updates, etcetera, etcetera. We'll definitely review most more of these more this functionality later in the course. After reviewing the toolbar, we can go to the sidebar that appears on the left hand side. This has different features and controls based on your current task. For example, data visualization, applying analytics, formatting or designing dashboards can all be done through this side bar. The default sidebar has dimensions, measures and sets. There's another tab for analytics. Will do, though, will review these later in the course. You can also create sets, which are slices and dices of your measures. Again, we'll get until that much later in the course. After reviewing the sidebar, we can move on to the shelves where you can drag and drop your dimensions of measures, um, to the columns and rows. Once you drop your dimension the measures into the columns and rows. You'll see the results in the canvas, which is the next part I want to review. The cannabis shows all your visualization as is. Notice the distinction between the field and the data window and the feel that air in the view fields listed in the data window are available toe add to the view feel that you have dropped onto the shelves or canvas our interview or active fields. So after reviewing the canvas, we can look at the go back down here and look at the data source. This is a very important, um, tab that we come back too often to review what the data looks like. And did you make any updates that we need? You can also see we have one sheet here. As we continue to develop the sheets in the dashboard, you can add multiple sheets. Multiple shoots will roll up toe. You can add sheets to the dashboard, and then once we have dashboards, we can create a story based on those dashboards. So that's the introduction to connecting to your first data source. All let's begin. You're ready to begin your visualization story over the course of the following Examples will take on the role of an analyst for this data source will build multiple visual that answer various questions and finally put everything together in an interactive dashboards. So this is all going to happen in Chapter one, so let's begin. 3. Bar and Line Charts: So we've reviewed the basic tool bars and functionality of a lot of that available features , and now we're going to build our first bar graph and line graph so we can start by pulling in the sales. It just drag and drop into the middle of the field. This will show you the total sales of your entire data set. Summarized automatically. Tableaux does a very good job of auto summarizing, Um, the measures that you have next, let's pull in the department and put drop that into the columns. So now this gives you your sailed by department. It's right now it's in a tabular view, but if we want to make it a bar chart, we click on the bar chart. So now you have your first bar chart. You can see that the furniture office supplies in technology sales volume off the entire data set, so we have a bar chart and you want to add a line chart line charts have done generally used for Time series analysis, so let's pull in our ship date. Put a right next to all ER department, and it creates a weird looking line graph. We don't want that We want a basic line graph, so if you click on the continuous line graph, you'll get the chart that we're looking for. So here we have our office supplies furniture at technology sales in a line chart. It's that simple. You create your first chart 1st 2 charts. 4. Expanding Bar and Line Charts: So we left off with a basic line graph. Now in this video will review how to make a more detailed, advanced analysis using the same data source and graphs we've already set up. So let's go back to the bar graph and see what it looks like. You'll notice that instead of having Onley three rows, we've added four additional columns. So we have the years in the columns. But let's say we want to see um, the friend for the sales by region, by department so we can actually pull in the region. Put a just to the left of the departments. And now you have a detailed analysis of by each region of the sales by here, the years, you know, a little bit cumbersome thing. We're going to remove the year, and this shows you ah, detailed analysis of the same day we just looked at now. Weaken. Let's say we want a stacked bar graph such that for each line for each bar. We want to see different colors based on the region. That's really simple to do. We take the region, drag it to the color over here, and that creates a beautiful graph that shows the sales by department stacked by reach. So that's a pretty straightforward view of how to use the bar graph. Let's do a detailed analysis using the line graphs so we can't pull the, UM, line graph of that, removing the region first. So we remove the region and to do the um, times. Here's analysis. We put the date back in there, and that puts a year in there, and now you can choose the lion graph. So this shows you the line graph, and it has the office supplies, furniture and technology. However, this is for me right now is too hot to high level. I want to see more details with regards to, um Mawr Granular time series so you can come down here and shoes instead of year. You can choose the quarter now. This shows that there was a big spike and furniture and Q four. I want more details. All I know in which month was that spike? Was it due to black Friday sales, or was it due to Christmas sales so he can go further inside of selecting quarter? You can select a month and you can see the sales were in November 2013 so it was a black Friday special. So that's a simple review. How to look at doing more detail analysis, using the same charts and graphs that we have. One thing I wanted to point out is the different colors, so you can see here. It's a blue color here. It's a green color. The difference is because, um, these green numbers are continuous measures, meaning and dimensions, meaning there's an infinite number off of of selections you can do for that dimension or measure so and they could come in here and see the department's is It's not continuous is discreet. So if we were to change this change of some from continuous too discreet, it would make a awkward uhm graph. But you could see one line for each value because it's a discreet graph. Um, it's not the best way to look at things when you're looking at a line graph will definitely , um, dig into some examples later in this course. So that was a detailed analysis of how to do, um, more detailed analyses using the same bar and lying grass recreated earlier 5. Geo Analytics Using Maps: So we made an advanced analysis of the advanced line chart to figure out the sales in November for furniture were the highest because off black Friday. So we're gonna leave. We're gonna rename this sheet and call it a line chart. We're gonna add another sheet, call it a bar chart, and we're gonna recreate the analysis we had earlier. We were looking at sales by region by department. It was the bar chart, and we had the region as a color. And we're just gonna flip that to be a vertical bar chart. We're gonna add one more sheet and this will be a map. So So we're gonna call it map analysis so we'll pull in the sails by state rial. Simple and easy right now. Always see a sales by state in a tablet review. If we change it to a recommended by a map, you see the size of each bubble is based on the volume of sales. We actually want that to be a color scheme. So if you take the sales dragon to color now, the darkest colors are the highest, while the lightest colors are the lowest. So using a mapping functionality really, unless you see a geographic, um, results that off your data, you can change it from looking at sales to looking at profits. So we pull in the profits in the color. You'll see that Illinois, Texas, California and New York had the highest sales, while Montana, Tennessee and Mississippi have the lowest profitability. So this is a really quick and easy way to show a map analysis. Let's go back and remove the prophet and let's put it back in size. So and instead of looking at by state, let's look at it by city. So it's a little tricky to see, but you can see that the bigger bubbles show a higher profit margin. That's the mapping analysis will put this back into a color view and then in the next slide , sorry, in the color of you and in the next slide or the next video will review how to make a dashboard. With all this data 6. Building Your First Dashboard: welcome back to the Click View training. So in the last section we left off with this mapping visual, and now we have a map individual, a bar chart and a line chart, and we want to bring them all together in the dashboard. Often you'll need more than a single visual to communicate the full story of the data. In these cases, tableau makes it very easy for you to use multiple visual together on a dashboard in Tableau, a dashboard is a collection of visuals, filters, parameters, images and other objects that work together to communicate a data story. Dashboards are often interactive and allow an users to explore different facets of the data . So to start building the dashboard will come down here to the very bottom and select new dashboard. This creates, um, an empty sheet. We can pull in the line chart that we previously created, and you can see it's it ends up wherever we put it. I don't like the way that looks. I'm gonna remove it and actually go to a tiled view so floating versus tiled. So if you pull in a tiled view, it takes over the entire screen, which is what the functionality we're going for. So there's your line chart. You can put the bar chart above it or below it. And lastly, you could put the map analysis just to the left of it. So you can see as a drag and drop the objects. They filled the dashboard in a different manner. Down here. You have other objects, like images, Web pages, a blank box, text field. You can add all those in here. Um, I can also add Ah, dashboard chart title. And for this Dashwood, I'm gonna call it sales by region and department. Delete the sheet. Name it. Okay. And there's your title. You can also come in here and change each, um, Icahn's title. So this has map details. Aiken, do map on ah, analysis. And that creates your first full dashboard. So what looks reviewed all of part one, and then take the quiz 7. Part 1 Review: So we reviewed part one, and I want to take a step through of it again. The first thing we did is we connected to a data source page. We reviewed the left pane, the canvas, the data grid, the metadata layer and the data source. Tab, this is the view you get when you connect to a data source from here. We discussed parts of the screen, so we had the workbook name at the top. We had the menu across the top with the workbook name. We had the cards and the shelves down here. We had the tool bar across the top. We had We review the area right here. We have to go to start page right here. We have a sidebar where we had all the dimensions measures, sets and parameters. We had the data source connection page, which is right down here. The sheet tab is here, and lastly, the status bar where all the status or displayed. We took these parts of the screen and create your first visualization in a bar graph and also made a line graph. We extended those bar and line graph to do a more advanced analysis and finally brought it all together in a dashboard. The last thing I want to review is the data types of discrete versus continuous. So the item we chose a continuous data type in the green, but we can also we could have made a discreet by using the blue boxes, so that's a review of the first part of this course.