Tableau 2020 - Advanced Dashboard Design for Beginner/Intermediate | Jed Guinto | Skillshare

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Tableau 2020 - Advanced Dashboard Design for Beginner/Intermediate

teacher avatar Jed Guinto

Watch this class and thousands more

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

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

9 Lessons (57m)
    • 1. Introduction and Welcome

      0:24
    • 2. Loading your Data and Getting Started

      6:05
    • 3. Building a Bar Chart

      6:35
    • 4. Pie Chart + Customization

      8:08
    • 5. Map Designs - Circle vs Area Type

      9:06
    • 6. Dashboard Skeleton Construction

      7:59
    • 7. FREE IMAGES with Adobe Spark

      4:54
    • 8. Dashboard Final Styling

      12:06
    • 9. Congratulations + YouTube Channel (More Videos)

      1:32
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About This Class

Be sure to have Tableau Desktop installed. If you're not sure where to get it from click the link below: 

https://www.tableau.com/products/desktop/download

This course is all about creative Dashboard Design. This will take you out of the standard block design that most dashboards follow. I'll go step by step showing you how to build the individual elements as well, how to put them together into a dashboard, perform styling and lastly how to get thousands of FREE IMAGES to really liven up your dashboards for the future.  

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Jed Guinto

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Business Business Analytics

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Transcripts

1. Introduction and Welcome: Welcome to my Tableau course for complete beginners, where you're going to learn how to build this. Now you don't need any background knowledge, no prior experience or prerequisite knowledge to do this course. Because I'm going to show you step-by-step, click by click. Now my name is Jim Quinto. I've been using Tableau for about five years now. I use it every single day. And with that being said, let's begin. 2. Loading your Data and Getting Started: Before we get started with the visualization itself, there's one thing we've got to cover and that is if you scroll down from the place that you're watching the video from and click on Discussions. Here you can ask me a question or give me feedback. In particular, if you have anything that you are struggling with or visualization is not doing something that is supposed to or Tableau's acting up. Or you've got some ideas of courses or subjects you'd like me to cover. By all means, get in touch with me here to get started with the visualization. What we're going to do is we're going to head over to projects and resources. And there are four files here to download. Now you don't have to download all of them. You just need this first one, which is the World Indicators Excel spreadsheet. Now this is the data set we're going to be using for the whole visualization. These ones at the bottom, we're going to be using for the final formatting. So that's really just pictures and styling and stuff. Alright, once you've downloaded that, simply by clicking on it, we're going to head over to Tableau. Alright, when you open up Tableau for the first time, it's going to look like this. It's just gonna be Bear. And really the first step every time you use Tableau is to load up some data because Tableau is a visualization tool and you need to feed it some sort of data to visualize, right? So here on the left side you have your Connect kind of window. And from here you can select the type of file you want to upload. So let's say it's Excel. You simply click this button. It'll open up a dialog box, click the file you want, and then off you go. Right? Now, Tableau can connect to a lot of things, not just Excel files. You can do text files, JSON access, right? If you click on this more button, there's even more that you can do. You can connect to servers are cloud-based data sets, SQL Server, Oracle server, how do big data analytics sales force? I mean, the list goes on. So if you want to see that, simply click on this more under to a server. Click on that and you can see there's heaps of connections. For the time being, we're going to load up the Excel spreadsheet. So I can either click on that button or I can navigate to where I saved that file, which is this one, the World Indicators file you downloaded. And I can simply drag and drop it anywhere on this canvas, I guess you can call it, right? You could drop it anywhere here. And what it's going to do is it's going to connect to that file. It's not going to duplicate it, just gonna connect to us. So think of Tableau kinda of a layer on top of the data. Once you've connected to it, this is what you're going to see. And what this page explains is it's like it's a preview of what you're going to be visualizing. So let's go through a few of the components here. Starting on the top left. This is the file that you've connected to. Alright, so just as Excel spreadsheet, that's what we connected two. And right underneath that I just tells you what's in that file. Now, Microsoft excel spreadsheet usually has lots of sheets and you'll see all the sheet names underneath, right? For this one because there's only one xi, it's automatically loaded it into our visualization. So if you have multiple sheets, usually what happens is it just looks like this. And he goes, well, which she Would you like to visualize? You can see drag tables here. So I can just grab that sheet of data, drag and drop. And there, what you're going to told us with Tableau is, is a lot of drag and drop, right? There's not as much calculations when you're starting off. It's all drag-and-drop. Very easy, very intuitive to use. Great for people like me who are not data people coming out of college, right? Not particularly trained in it from the get-go and you can learn it very easily. Alright, now that we've got that loaded up, this last piece is really just showing you what's the actual data look like. And this is really a preview. So if I scroll down here, I can actually see, alright, that's what's in the data. I've got some values here. I've got some dates, I'll put some words. Great. And this is really just for you to have an idea of what you're going to be dealing with. A lot of the times you may get data that you have no idea what's in it. So you can just chuck it in, have quick preview, and if you're happy with it, we're ready for the next step, which is the visualization. So what we do from here is if you look down here at the bottom, right, a very tantalizing orange, you click on that button and we're ready to do visualization. And here we are in the visualization kind of staging area. Now if you ever need to go back to the data source, you simply click this bottom button right here, and that'll take you back. They can always go back and forth, back and forth as you need to, depending on what you're doing. Alright, let's go through a few of the elements on the page. Starting here on the top-left. Again, you're going to see the data connection, the file that you actually connect to two. And then here you're gonna see a bunch of words and labels. Where did these come from? Well, if I click this little button right here, I can actually view the data set again. Alright, so I can see it in table form. And what you'll notice is that each of these fields corresponds to one of these region here. Year, year, oops, Cl2, life expectancy and so on. Alright, now, why are some of them blue and some of them are green? The main difference is anything that is a number is green. You can see here all numbers, numbers, numbers and these ones are all numbers. And that is because whenever we visualize What we do, a bar chart or line chart or a pie chart, whatever it is we're doing, we're counting something or we're summing them up where we're finding the average. So it's our way of telling Tableau it's a number we can do math on it. Anything else is in the blue. So you can see all the labels, all the words, country names, dates, the role in the tables section. And that's it. So this middle part don't have to concern ourselves with that. At the moment. What we're going to do is we're going to get started on building that first bar chart. So stay tuned. 3. Building a Bar Chart: All right, we've loaded the data, but before we get into it, I'm going to show you just a basic dashboard. And this is basically the, the elements. If I take this one, it's the same elements. So you got a bar chart here, a pie chart, and a map. However, I think most beginners, the furthest they can take it is really a simple bar chart, meaning maybe you've only got like one measure, one-dimension pie charts, just, just a simple pie chart. And then with the maps, it's really just geographical locations. So what I'm gonna do is we're going to take each of these and just expand on it. But first what I'm gonna do is I'm gonna clear this out and let's start fresh. Or I've got a clean one right here. And what we're going to start with just a simple bar chart. So I'm gonna take CO2 emissions as you probably may know, I love, I always like to start with the measures first, right? So I can see 302 million and let's introduce region. I'm just going to double-click. And then what I do is I transform it from here, so I want it to be horizontal. So what I can do is I can actually just swap these around. So I can move this up here and move the regions down here. But a quicker way to do that is if you go up here to the top, whereas it over here. Let's zoom in and you're looking for this first one. This is the transpose tool. And basically what it does is it swaps everything in the rows with everything in the columns. And so basically you're like rotating it. Get out of here. If I press that, you can see it goes from here and just have a watch of this backwards and forwards, backwards, of course. And this is really good when you have a really decided what your visualization isn't you're kinda still playing around with or is it better to look? Does look better like this or like this, right? So what I'm gonna do is I'm going to leave it like this. And let's say I wanted to add another measure so you don't have to restrict yourself with just one. Let's say I'm going to bring in the average CO2 emission. So probably up until this point, you're only doing some, right, but you can do other types of aggregations like average Media and max count. I mean, there's a whole bunch of other ones, right very easily in tableau. So what I'm gonna do is I'm going to bring CO2 in again, like so. And you can see that there's a, another one. And again, I can play with this transpose tool. It's probably going to look better like this anyway. So let's leave it like so. And I'm gonna change the aggregation here. So I simply right-click on the pill, hit measure, and then pick whichever one I like. So this one's going to be average. And what you'll notice as well is as soon as I pick average, this label is also going to change automatically. Let's do that again. Average, you can see now it's saying average CO2 emissions. And let's do another one. So I am going to add this in. I can also double-click. It knows, Tableau knows to add at once I have multiple ones. And let's change this one to median. So you can see very simple to change aggregations compared to like Excel. You have to rewrite the formula and everything. Like so. So now I've got the median CO2 levels, and now let's add population totals. So again, I can just double-click like so we'll get the totals, right and life expectancy as well. So again, one more double-click, and we have five. Great, I can always reorder these simply by just grabbing him and moving them around. And what you really have to look for is just that little triangle, right? So it shows where it's going to end up. Alright? But for now we're going to leave it like this. One thing I am going to change is this life expectancy. It really shouldn't be a sum because that doesn't really make sense. For life expectancy. Like no one's going to know what's going to lift the 30 thousand years old. Okay, so if I right-click here and we're going to change this one to average. And you can see this is now AVG average life expectancy. Fantastic. The problem with this visualization, if you stop here, is that I can't tell the difference between them or I can't distinguish between them unless I read it maybe. Okay. And then I know, okay, there are kind of different. But really what I wanna do is have some sort of separation and I can do that with color. And the easiest way to do that with color is forgive my drawing tool. Each of these pills whenever you introduce them. Okay. I'm just gonna draw a five-year right, will automatically create five of these little marked cards. Right? So watch what happens. For example, let's say I get rid of some of population. This one will disappear. Pretty right. You can see it's disappeared there. Alright, so let's just go on do, let's bring that back. So the order of them actually also corresponds to the order here. So if I change this order, you can see in the cards that's also going to reverse. So to make sure you're always editing the right measure, what I like to do is whenever you click one of these, right, this one will also get activated in your view. So there you go see some CO2 emissions, average, median, sum and average. And this for me is much easier than actually having to read this and go thick. I'm looking for media and going here because what you'll find is sometimes you're editing the wrong one. So by clicking here ahead of time, you know, you're looking at the right one. Okay, great. Now let's change these to like the color of the rainbow. So I'm going to start here with some of Cl2, right? Simply by clicking there. And I'm gonna change the color here, right? And let's do kind of a pinkish, right? And then maybe the next one, I can go orange. The next one maybe, maybe this ClO is nice. Let's do maybe a green for this one. Okay? And a blue. There we go. Alright. And I'm okay with this being a bit lighter because remember when we do the final visualization, we've got a dark background, so it's got a really good contrast and it's very clear to see. Alright, so that is basically the bar chart. We're probably not going to add too much more to this. Let me just think. No, I think for it for now that's what I like to do is when I'm building a dashboard, I don't do too much editing here because I want to see how it all looks together. So I will get up to a certain port where I'm like, Okay, I'm happy with this. Let's put the dashboard together and then I'll start formatting, editing, styling and all that kinda stuff. Because then you can see the whole picture. For now, let's stop there for the bar charts and for the next video we're going to cover the pie chart. 4. Pie Chart + Customization: Alright, in this video we're going to do the pie chart. Alright, so let's create a new sheet simply by clicking on this little button here. You could actually also click up here if you really wanted to. Alright, now let's do a pie chart. You can build a lie using this function, right? So maybe you've already done this. I'll just show quickly. You can go here and hit pi and start filling out all the things that you need to make. The graphic may be like this, right? But I actually found that the easiest way to do it, especially for beginners, is to start with a bar chart. Alright, so you hit CO2 emissions or whatever it is really you're trying to visualize. We're gonna bring in region like so, right? And then from the Show Me, Then I'll the pie and I've found that that's kind of like a sure-fire where sure-fire way that you always build it correctly. So I'm going to hit that. And you can see it's kind of boring and basic, right? So the first thing we're going to do, and especially what I do every time I build pi's, is I'm going to switch this to entire view. And the reason is because whenever you build a visualization, it always takes up the smallest amount of space. You'll see that when we did the bar chart. If I do that again, it's only taking up this much of the page, right? And with pie charts, especially if you add labels here, sometimes it won't show because it's such a small space, it'll cut it off and you don't really know what it's gonna look like at the end. So it's better if you go here and switch entire view. That way you've got plenty of space to see what the visualization is gonna look like, saves you a lot of time at the end. Alright, so what we're going to do is we're going to add the labels. Probably up until this point you've used this function right here. Right? Which is, if I click on that, it simply adds like the most default value I can put in there. But did you know you can actually customize this. So you have your kind of own Look. What I like to do for pie charts is I don't like having these colors. When I'm doing the final visualization mainly because I have to go orange is what and it wastes time. I don't like the I wanted that if someone's looking here, they can see exactly all the information they need to see. So let's go back and leave it to kind of where we started before. And I'm going to start bringing in the labels, which we're going to use. This label. What do you call it box mark right here. So I'm gonna start with the region. Alright? And then I'm going to also have the total sum, so the total value. So I'm going to bring that in and now you can bring it in from here, CO2 and drop it into label. That's one way. But actually the way I like to do it is in case you've got any formulas or something you've modified here, maybe this is an average or median or some sort of customization here. Sometimes you can forget. And by going, alright, lets say this is, I'm going to switch this to average for the moment. Let's say that's average. And you know, I'm not thinking I'm tired. It's 04:00 PM. I'm ready to go home, you know, and I bring CO2 and the labels. Those are two different datasets. So the label is not the same as what the visualization is. So one way to get around that is if you hold control on your keyboard, you take whatever you're already using for the visualization, right? So in this case it's average, right? But actually we'll switch this back to some. Alright, I hold Control and I duplicate whatever's already being used. So I can just grab this and drop it into label. And what that does is it guarantees that what I'm visualizing is also what it says. Great. Okay, one little thing we are going to change is these values are humungous, so we're going to reduce the formatting. And the way we can do that is for the texts that we've actually put in, you can right-click this format. Let's just make this a little bit wider and you want to look here numbers, okay, now it's always set to automatic. What we want is a number customer. I very rarely go standard, I always go number custom. And here I can do a lot more to it. So decimal places for something like the numbers this big, maybe not that big a deal. So we're going to remove those decimal places. Do it slowly. And the numbers are so big that it's probably better to show them in millions rather than thousands, right? Because this is supposed to be a high level summary. It's like R k we got 80 million here, 20 million year, 10 million here. I'm always thinking about it in terms of the user, right? Most likely a manager who just wants a high-level picture, right? If you want lower-level detail, you'd have to go even further. You'd need other types of visualization. So for now, we're going to switch the display units instead of just none. We're going to switch this to millions. And you can see this is a much easier visualization to absorb because anyone can count 84 plus 16. Oh yeah, that's a 100. Easy. But we did it this way. It takes a little bit longer. And with visualizations, you want people to absorbed data almost instantaneously. That's the power of visualizations. And the last thing we wanna do is also show the percentage. Now, I know a lot of beginners get stuck with this on how to add the percentage. Here's the trick. You take that sum of CO2 and you add it to label again. Alright? And you see nothing happens. And the reason is because you can't add the same text label twice. Ok. So instead what you do is what you already have in here. You right-click, you go quick table calculations and we're not gonna go through all of them for pie charts, kind of the most important one is percent of total because you're always representing it as a 100%. We're gonna go Percent of total, right? And you can see that the format is kinda messed up. So what we can do is we could just go back format and little trick, old way here down at the bottom. You can just press Clear and that just resets it. And this is good for her when you've done heaps of formatting and now it's doing funny things. Just hit Clear and reset it, start from scratch. So hit clear. You can see that's now a percentage. We can change this to percentage and get rid of the decimal places. Again, we just want to show a very simplistic view. Alright, we close this. And now we want those values in again. Now I can add up because this is now different. Alright, so if I can, if I duplicate this again holding control, now it will let me add because it's different. So from here you can see 84 million is still there. No problem. I want to do a bit of customization for the label so I can kinda distinguish between the three items. And the way I do that is I click label and I click these three dots and this is where you do your customization. Click on that. And I usually make this a little bit larger, so it may be 11 bold. That's kind of the main item. I put the percentage. Let's just do like this. Drag it. Okay, maybe Enter, put that down there. Now if you're not too comfortable with dragging and dropping like the way I did, you can do it this way. Let's just undo. You can clear at all like so don't be worried if the clearer you go insert and you insert the ones you need. So we're going to start with the some press enter. And then underneath I want the percentage, right? Then I want to put the percentage in brackets because right now if I click Preview, that's what it looks like. Alright, so nothing special. I'm going to put these in brackets. You can see now it's got brackets. And I'm gonna make this red. And let's see how it looks. So you can see that I've got size here and I've got color, and it's a little bit easier to distinguish between the three values. So if I go Okay, it looks a little bit better now. Okay. And we can pretty much leave it at that. I hope you enjoyed it. The next one. 5. Map Designs - Circle vs Area Type: All right, we've finally gotten to one of my most favorite parts of tableau, which is mapped. So let's do a new, let's create a new sheet, right? I've got my country region here and I'm simply going to double-click, alright, so maps is just one of the easiest things to do and one of the most awesome thing to do. And then from here, for some of you, this may fail, right? I suspect it won't though, but in some cases, I don't know, maybe your default settings are different. Outer knows, I'm like that. If your map didn't come out like this, there's a few things you can check. So the first thing is here on the left side, you're gonna see a symbol. That symbol, if you don't know, it just says what kind of data type that field is. So a hashtag means it's a number, a, b, c means it's a word or a string, letters, characters, that kind of thing. A calendar means it's a date. A calendar with a little clock is a date and time. And then a globe means it's a geographical data set, geographical field. So what happens is when you click on this, right, you can see it's set to string. So that's the first thing. Check that it's a geographical role, right? And then here, make sure it's set to the correct role for that data type. So in this one we have countries. So make sure this is set to countries. So if you have a set to, for example, postcode, it's not gonna work. That's one thing. The other thing you can check is excluded. This is not for countries, this is for probably any of the other geographical role. So let's say I've got post codes, right? Each country has its own set of postcode, so you need to tell Tableau where to look. So if I've got, let's say Australian post codes here in the map Edit Locations part here, this needs to be set to a shrine. If it's set to Europe will then it can't find it. And vice verse, alright, so if you have US states and it's not going to work for you, this being sent to European. So just make sure that that's all allocate selected correctly. So let's just go on do, alright, so back to this. What we're interested in is who has the highest CO2, right? I can put a label, let's say CO2, like so. But if I asked you which one has the highest, probably intuitively you'll, you'll say one of the bigger countries, right? Us or something like that. But it will take you awhile. So what we wanna do is we want to use visualization, changes in shape, orientation, color contrast to really convey, hey, here's the biggest one instantly, right? So what we can do is we can undo this. Are the numbers are useless. We're going to take Cl2 and we're going to drop it into size. And the size, what it does is that aggregated value, which is the sum of CO2, is now represented as a size bubbles. So the more CO2 the bigger the bubble, right? And straight away you can see the United States and China probably followed by, I'm guessing India, Japan, Russia. May I'm guessing these, Germany, Germany, australia. Following second. You can increase the size of this, alright, by simply clicking size, like so. But I wouldn't worry too much about the sizing. And the reason is because once we bring this into the dashboard, we're going to be scaling this map. So whilst they may look good here, it may look terrible in the Dashboard itself. Alright, so we're not going to phosphate too much. The other thing is size is good, but we can also add color. So I can again bring CO2 into color. And you can see now it's changed. So again, you adding another dimension. So it's even easier to see it, right? You can almost go like this and go. And you can remember exactly where the big ones are just because that's how our brains are designed. Ok, the other thing I'm going to change is the color, blue is the standard, but it doesn't really give you good, good contrast. So we can optimize this a bit further. We can simply double-click on this legend, right? Or we can click on color here and go Edit Colors. Alright, so I'm gonna do, I'm gonna do this one color and go Edit Colors. Okay, and from here, you can select whatever palette you like. The one I like to use a lot is red and black, right? And the main reason is, especially if I'm signifying something bad, like loss of profits or incidents or accidents or injuries and things like that. Red automatically means bad, right? It's kind of like instinctual. So if I click red and black, I'm gonna move this to the side. And I hit Apply. Ok. This doesn't really work well because it's sort of like the countries with low CO2 will there showing up as red. And what you'll also notice is the red is more prominent than the gray. So what we're going to do is we're going to reverse the scale simply by clicking this reversed. Alright, so we'll click that. Hit Apply. And now you can see the red really jumps out at you and the great kind of fades into the background. The other cool thing about this is once we do all the filtering, right with the dynamic dashboards and everything, the color scaling will also adjust, so stay tuned for that. Ok. The other thing, another thing we're going to do is again, we don't know what the final thing is going to look like. So one of the things I do is I create two maps or three depending how many I want to build, right? And let's say I want to build another map. I can actually build another xi and do it, but it's kind of a waste of time. So instead what I do is I can duplicate this longitude, right? So if I hold Control on my keyboard, move this over like that. It will actually create a second one exactly the same. Or I think I'm pretty sure I can just grab it from here on the left side and drop it in. Like so, right? Whichever method you like. And what I'm gonna do is for the second one instead of dots, we're going to use the actual perimeter of the country. So what I'm gonna do is I'm going to click here. And by clicking there, it will bring up this one. Right? So I know I'm editing the correct one, not the incorrect one. And then we're going to switch it from automatic, which is currently set to circle on this left one. And I'm going to switch it to map. Right? And you can see two different way of looking at it that may or may not look good for our dashboard. The other thing I'm going to change is if I go to map, we're going to change the background. Go map, map layers. And there's all sorts of things you can change here. What I usually change at the beginning is go from light to normal just to get a bit of better contrast. And you can see just by adding the oceans, it's like whoa, the red really pops out at you, right? Okay, we'll do that. And probably the last thing I'm gonna change is just this tool tip. So the tooltip is that little white box that comes out. The default is always the field name and then whatever the value is. But let's make it a bit more human. So if I want to modify that, I can do them individually. Like for example, I can click on this one. Also are handled this tool tip for this one, but it will only apply to this visualization. Respectively. If I do this one, it will only apply here. So to kind of cheat a little bit, we're going to use the marks card and then edit the whole thing in one go. So I'm gonna hit, all right, I'm going to click on tooltip. And we can modify this. So I'm gonna make it a bit more human, so it say country CO2 emissions. And then we're gonna get rid of, I'm going to keep pressing, Delete, get rid of oldest stuff. Okay, and then I can actually preview this by clicking this button to see what it looks like. Okay, that looks pretty good. My only issue with that is I can't see the country and the number clearly. So one trick you can do is let's get rid of the bolding here in the middle. Let's make this all center justified. So clicking this button right here. Okay, let's see how that looks. A little bit better. Let's make this red. Let's have a look getting there. And then the last thing, and I didn't really start doing this until recently. You can change the size of just these fields. Let's say they're preview. You can see, just really jumps out at you, right? And you can see it straight away and go ok. So now when we hover, you can see it's actually comes out very clearly. And there's some really creative things you can do with tooltips. You should check out Tableau Public on there. On that website. There's so many visualizations by heaps of very talented people and gives you heaps of ideas. Alright, so that's our dashboard, that's our map now. So now we're going to head over to the dashboard and start building everything. So I'll see you there. 6. Dashboard Skeleton Construction: Alright, we're gonna get started with the dashboard. Step one for the dashboard is not really the styling, how it looks in or trying to make it sexy. No, Step one is structure, right? Layout, positioning doesn't read well, someone seeing it for the first time isn't gonna make sense. Are they going to get confused, right, that's kinda things we want to look at. So what we're going to do first before we actually create the dashboard is what you're going to do a bit of clean up, which is, let's rename these. I can either double-click or I can right-click Rename. And let's call this maps. This sheet three, I think I was just using for some testing, so we're just going to get rid of that sheet to let's call this pi. And the last one is br. Great. Okay, so to build a dashboard, we simply click this little button right here, and I'll zoom in so you can have a look, right, that little button there. Let's go ahead and click that. Right. And we have, we have our dashboard here now, a lot of beginners, they simply use just the tiling function for tableau, which is great because it makes it easier, makes it easier when you're getting started. So let's try that and bring each of the, each of these in. The way I like to do at the beginning is actually don't drag him in because I'm going to reposition them later. So what I do is I just double-clicked every single one of them that I'm going to bring in, right? I do that. Okay. And maybe I'll start putting things in a few places. So let's say pretending to be a beginner, the pi's taking up too much space. Maybe I'll just move this over here. So to move anything, you just activate the visualization, the drawing thing. You activate the visualization you're in and you're gonna see this little handle. And let's just move those around. You can see that when I grab it, all these tiles start coming up and that's basically where it's going to drop into. Alright, so if I drop that in there, okay, it's alright. Alright, but that's pretty much as far as I think a lot of beginners get. But you can really optimize this to give a really good experience. So the first thing I do is once I brought a mole in, we're gonna change the actual ratio of the visualization itself. So I'm going to just guess here, let's do. I'm going to click here, fixed size customer, we're going to just make this maybe 1300 by 700. Okay, that's good. Nice layout. And now we can start positioning him because if we did it before with just waste time because we have to re-edit it again, right? And I can move this, maybe. I can resize this, just clicking the edge. Okay? But my problem with this is it feels very blocky. You know, when I think of visualizations, it's sort of like I'm reading a newspaper article. You can see how everything's kind of creatively laid out. That's kinda what i want more. So a bit more freedom, not sewn box than tight. So what we're going to do is for every single one of these, right, we're going to activate each one. I'm going to click on these three triangles. And we're going to go and look for, and actually my face is covering us. Well, that's all for this one. Let's do triangle. You're going to look for floating and basically it's no longer going to fall into tiles. Alright, and you can just move it wherever you like. Alright, so we're gonna do that for each of them. Triangle loading, right? And then the last one, triangle floating. Okay? Now what we're left with is kind of that legend box which we don't really need for this. It's just a waste of space a lot of the time. So if you just click here on the bottom, or basically anywhere you want really, until it turns blue. Actually one trick is if you click on one of these, right? If you wanna see the outer box that it's in, simply double-click this handle. And then when it turns blue and needs, you've got the container. Alright, so double-click, you can see it's turned blue. I can now press X and get rid of all of that delete containers, right? And now I've got a fresh one. So now I can start placing things. I'm probably going to have the bar chart at the top. So let's put that there. And I'm just, I'm not too worried about formatting. I'm just putting things in place and seeing how it looks. This is probably gonna be a squarish. Okay, you can see that when we did that entire view, everything, it's scaling for the pie charts and we might do that for the bars as well. So if I click on the bar and go entire view, right, c, now it fits very nicely so that when I scale this, alright, it's always fitting, which is great. And then for the maps, we're probably gonna put it in care. Okay, go. Right. So again, still not worried about the two visualizations because we need to bring the, the background in later. And I want to have some writing here at the bottom. So what you can do is you can grab text. Here on the bottom left. You can bring that in. Now the thing is by default it's going to try and tile things. You can see each trying to fill the entire tile. Well, you can do is if you hit shift on your keyboard, it will convert it to a floating straightaway. So if I drop this, this is going to come up saying, you know, type something, alright, type whatever you like and go, okay. I usually don't type anything in. This is simply just a place holder to see how things feel. Alright, so we've got that there, something like that. And if you ever want to edit this, simply just double-click it. And what I like to do is once I've typed some rubbish or highlight the whole thing, hold control C, control c, and then control V. And just keep pasting it over and over just to see what a block of text is gonna look like. And go, okay, and maybe we'll add a header as well. So let's call this CO2 emission text. To make this bold. Again, just place holder. I'm not thinking about this too much. Okay, and go. Okay. Alright, so we've got some text there. We're probably going to need a header. So we can go show dashboard title. We can either do it this way or simply just add another textbox up to you. If you do that, you can see it's up here, but it's made it into a tile which we don't want. So we're going to go triangle floating. Okay? So we've got that up there. Alright, now let's make that a little bigger. So usually with my titles, again, like I'm always thinking like an article so I can double-click this. And let's just call this CO2 emissions by region in capital letters. I'm gonna make this quite large. 36. Let's make a bold go. Okay. Alright, so placement wise, I'm like I'm pretty I'm pretty happy with that right now. I'll start thinking about a few more things. So let's say, let's put in some header. So let's say statistics. Let's go statistics. So basically I just double-clicked that header. Let's go CO2, emissions, population total, and life expectancy. Okay? And let's go. Okay. I'm not worried too much about formatting because I'm gonna show you a trick. Okay, so from here we're going to call this Cl2 distribution. Okay, go, okay. And let's go for this one. Cl2 locations. Go, okay? Alright, so it's slowly coming together. I'm probably gonna get rid of a few more things, but not straight away. Okay, so what we're going to do now that I'm happy with the placement. Now we're going to start bringing in the formatting already. It's actually pretty good. I'm actually pretty happy with that. But we're gonna take it another, up, another level. Alright, so stay tuned. 7. FREE IMAGES with Adobe Spark: Ok, we're almost ready for the styling part, basically making it look like this. And what we need to do is download a few things. Number one is we need to get this icon, right, this icon, the rest of the fonts are in Tableau, no problem. And then the background at the back. So if you scroll down, go to projects and resources, you'll see these files, the ones you'll need, our background, Car icon and factory. So go ahead and download that. Now you're probably wondering, where do I get those, right? So I'm gonna show you exactly how I get a super awesome way and a quick way and for-free, right, way of getting all these icons. So when you build other dashboards, you can use the exact same technique and I've been doing it for ages. Let me show you what it is and we just bring this one over. Okay? So it's called Adobe Spark now I don't get paid for this, no endorsements, nothing like that. It's just something I love to use. Okay, so if you type in Adobe Spark and you click on this one, Adobe Spark makes social graphics, et cetera, et cetera, right? It'll take you to this page. And basically people use this to make, you know, blogs or banners or posters, infographics, all sorts of things. I like to use it to add extra stuff to my visualizations. Alright, so if you click on pricing here at the top, it's going to take you to this page. And what you'll see here on the far right is you gotta startup plan for free, pay anything you can use it forever. And it's already got heaps of photos and content, and icons and colors and texts than heaps of stuff you can build with it. So this is a neat little trick. It's our little secret, right, on how to really up your game with Tableau, with Tableau visualization. So let me show you really quickly how to get just some simple content L. Once you've signed a new media accountant and everything like that. What we're going to do is I'm going to click this little plus button. Okay? When I hit that and just pick any, it doesn't really matter. I usually just start with the first one. Okay? And it's gonna take me into like the design stage and I'll show you how to get some really cool things. The first thing I do is if I'm doing a background, I'm just gonna click anywhere here on the gray, right? And then I'm going to click on resize. And basically I'm going to set that resize to the size of my dashboard. So if I go over here, I've got 1300 by 700 over here. So all I'm gonna do is when I click Resize, right? If I scroll all the way to the top, you're going to see this custom one. Click on that and just go 1300 by 700. Okay? And I think the reason is this should be pixels PX. Alright, so let's go 1300 by a 100 again and go down it, right? So you can see there it is there. Okay, really quite faint. Okay, and then we're going to add a picture. So simply click this Add button at the top. We're going to go photo and let's say I want a picture of a dog guy, right? So already tested this. Let's say this one, I can click on this, right. It's going to bring it in or resize to fit the whole thing and move this up. Oh, that's cute, dog and dog, right? And I can click this download button up here, download PNG. And basically I can start bringing that into Tableau. And straightaway, I've got really cool artwork and I didn't even have to buy a dog. So that is how you do the pictures. You can also do icons. So if I click this and just delete a row, I can click this, add one again, and I can go icon. And this is really good. Icons are good for like little things here and there. They're not like the forefront, but there's some really cool things you can do with them. So let's say I want to see, you know, like forests right here. And click on Forest. Bring these trees in. I can change the color, which is pretty much all I do. If I have a dark background, maybe I'll use white or it can make it green or something like that. Let's say something, you know, whatever you like basically can make it whatever color you like. Okay, and then from there, one little tip. When you download this, let's, I'm going to download this to bring it into Tableau, right? When you click on Download, PNG, start download. Make sure it's transparent that way. Like when you bring into Tableau, the white background doesn't, let say overlap your background, right? And you'll see it later on. Okay, so that's just a little tip on a really great way to get free images and stock rather than trying to get membership, but like charter shock or something shorter shelf Shutterstock come or what it's called. Right? And having to pay. So that's a little trick I use. Okay, so we'll leave it there and then we'll start getting into the styling in the next video. See you soon. 8. Dashboard Final Styling: Okay, we're gonna get into the styling now, kind of like the very loss part of all this. So let's bring in those images for us. I'm going to start with, I always start with the background because everything is going to contrast with the background. So let's bring that in before we change anything else. So down here you're gonna see image. And we're basically going to use this for the background and a little icons as well. So let's bring this in. So when you drag this, just hold shift and again it's going to be floating, let that go. And this dialogue is going to come up and simply hit Choose and look for those files that you download it. And for now we want background, so click on that. Okay, we're gonna hit Fit and center. And this really just helps the scaling makes it easier, okay, and go, okay. Alright, so the first thing you'll notice is it's on top of everything in terms of layers, right? So the bar's kind of behind it. So I can click on this triangle, go floating order, and go send to the very back, right? Send backward, just sends at one layer. Because if you think of them as like pieces of paper on top of each other, if you go send backwards is just sits at one level. Whereas if you go send tobacco just goes, puts all the way at the back, right? Because sent it back. And you'll see now the bar charts are there. And straight away what you'll notice is the bar chart, the pie chart. It all has kinda like white in the back. Okay, so we wanna get rid of that and make it a bit more transparent before we start editing anything else. So what you can do is on this white part, right? You can right-click and hit format. And then from here we're going to select the little paint can. And under sheets worksheet. We're going to set this to non. So none is basically transparent. So you can see now you can see it kinda come through would do the same thing for the pie chart format. Paint can worksheet. Okay, now here for the map, I'm going to leave that for the moment, right? This one I'm guessing is going to be the same. Let's just test that. Actually that one's fine. So we can move that back. And now we can start shaping this. So let's bring this up. So the way I like to do is just put it in the middle. I take one corner and go over the edge just by a little bit that way there's no white at the very edge, which I don't really like. Okay, like so I'm gonna grab this one and send it all the way there. Okay, so it's coming along. You probably noticed that the map jumps out at you now it's kind of a bit, it's a bit too much. I probably don't like it so much just at the moment. But before we edit that, we're going to start editing the text because obviously you can't see it. So if we click on format workbook here, you can edit the format of the entire workbook rather than going in individually and editing them, you can actually do more from all from here. So if I click on All, I'm going to change the format of the entire workbook and the one I kinda like lately, right? So if I go all the way up. The letter n, I think it's called Noble, Noble book. Let's try that. Okay, that's looking good. And then we also want to make them all white. So if I click on white, right, suddenly it pops out. It's looking very close to kinda that finished product. Okay. The titles, right, so these ones, they're a bit too big. Maybe we'll make them bit smaller. So here And worksheet titles, right, we'll make this maybe illustrate 14. And this is like a massive time-saver because I don't have to go in and edit every single one. If I don't want to. Maybe think that one, I'll leave. I think this one. I will double-click the only one of the things you can't do here, modify the justification right, so left, middle, or right. And when one of the other disadvantage is, is when you change the text to white, it looks like there's nothing here. But when you highlight, it's actually there. It's just white, right? They should, they should really just leave this black in my opinion. Okay, let's make this center justified and go OK. We'll do the same thing for this one. Okay? There we go. Alright, this one where I'm probably gonna do the same thing. So again, one of the disadvantages, let's go here. Alright. So highlight. There we go. Go. Okay, alright, that's slowly coming together now. Alright, the font size is a little bit small in general for the, for the worksheet. So let's bump this up to maybe ten, right? So what you'll notice is I'm just tweaking things here and there. I'm nothing. I'm not doing anything too crazy. Okay? Alright, that's kinda coming together. Alright, placement wise, I like to align everything. Okay, there we go. Now let's start tackling this map. Okay? Alright, so what we wanna do is we kinda wanna make this transparent and we kinda wanna choose one. Actually, I'm liking this one on the right. So we may keep this one and get rid of this. So one of the things you can do is when you've activated a visualization, you want to go and edit to instead of trying to find it. Because sometimes you'll build like a workbook with 30 different sheets. It's hard to find it. So what you can do is once you've activated something, you can click this button right here. It's like the box with the arrow sticking out. And that will take you directly to the sheet. So massive time-saver. Alright, so the one we don't want is this first one which corresponds to this. And this one corresponds to this. So we don't want this one, we can simply get rid of it. Okay, so now we have a full map, and now we're going to edit this to try and bring out this white part. So what we're going to do is we're gonna go back to dashboard one. I actually like to do it from here. Okay? If you activate this map, we're going to go Format Sarnoff format map. And we're going to go map layers. Okay? And what we're going to do actually to get rid of this is let's put it back to normal and let's get rid of base, right? And then what we're going to do is if you right-click here on the map and go format, we go to the paint can worksheet and then go none, right? And you can see that's now been transparent. And what we're going to do is just make this kinda pop a little bit more. So let's go back to the sheet by clicking that button. Let's get rid of this. And let's just go into color here and increase the opacity. You can see it's a little bit faded. I want that to be a lot stronger. Alright, so by doing that, you can see it's a lot more solid. Okay, so let's head back to the dashboard, see how that looks, right? Let's maybe edit the coastlines. So let's again go back map layers. Maybe not the coastline that see the land cover. Now we can leave that might be okay. And that might be okay. I think that's good. I think that's good. We might leave it there. The other thing is we need to get rid of this white border. So if I right-click here again, go Format. The way we get rid of borders. Click this kind of box grid looking thing. And then from here we go into Row Divider and go none, right? And then same thing for column divider. Right? So you can see every time you have lines, right, it's conflicting with the information because sometimes you don't need lines. Like if you look at these vertical lines, probably not so much that it's kind of more of a distraction. So with removing those borders, We can probably do the same for this one. So I can actually click on this. I can right-click here, go format. I'm gonna do the same thing, clicking on this grid. Let's get rid of the Row Divider. And let's also get rid of the column divider. Okay, so we'll leave that and the grid lines as well. So the way you get rid of Gridlines Is this one on the right. Click on that. And what we wanna get rid of is the vertical ones, so the columns, alright, so here on grid lines we turned it off. And you can see it's getting cleaner every we get rid of these lines which we really just don't need, right? Because you can always hover and just see what the values are, o and actually that reminds me we also have to fix all the tooltips because you can see now the devil turn white. So we can go Format back to Workbook and we can go into Tooltips here and switch oldies to Black. Okay, so now we've got tooltips. You can see the role black, nice and clean, and format this one. Okay, so the last thing we have to do now is simply add the icons and then we're pretty much done. So let's go into image, right? I'm going to drag it in hold shift. Let's look for the first one. So go choose. And the Skoll car. I remember in the previous video where I said, when you download an image from Adobe Spark and you click the transparency, the transparent kind of setting for a PNG. You can see now when I did it for this one, the background comes through the entire image where there's like all the whitespace. Let's make this a lot smaller. Maybe like that. Let's move the heading across a little bit. And you can see these little icons just gives a little bit of a feel to a little bit, something a little bit different. Let's add the other one as well. Maybe space this down a bit. And again, the rest of this is just tweaking it. Make sure it looks nice. Let's bring image. Let's look for the factory. Go, okay, center. Okay. And again, we can reduce this and just bring it here. Okay? Alright, let's move this down. I'm gonna show you one more thing when we finish this part. There we go, is sometimes want to, want to see how text looks. Kind of doing the random one doesn't really look like real text. So you can't really get a good feel for how it's going to look. So I'll show you a little technique I use. So if I go here into Google, actually told me here, so I can see it, right, and just type in the word Laura them out, o r, m, and then ipsum. Okay? Now they're sorted real words, right? Press Enter, and basically you get this thing called the lorem ipsum generator. Okay, so if you click on this one is the one I use. It's basically, I think it's Latin or something like that. But it looks like actual words and texts and stuff like that. So if you go generate, you can see at first glance you like just looks like words, but when you go, when it's sort of like just random stuff. So you can actually take kind of a snippet of this copy. Go back in here, go into this one. Okay, and then just highlight from the bottom onwards and paste Control V I like to do. Alright, see that make everything white. Then it actually starts to, begin to look like words. So let's just get rid of some of that to get took too much CO2 emissions and maybe I'll put the headings on top of the factory. So what I can do is I can just put some enters in there. Make this a little bit bigger. Maybe a bit more space. Like so like that. So it's all just little tweaks, little tweaks, little tweaks. And I think that's pretty much done. So now what you can do is if you go into Window presentation mode, you can see the full thing in all its glory, and that's it. So I hope you enjoyed this video and I will see you at the next one. 9. Congratulations + YouTube Channel (More Videos): Before I completely sign off a few things just to close off on, if you scroll down here, you'll see the reviews section be shorter lever review. Let me know what you think. It's my very first course on Tableau on skill shares. So I'd like to know all the things that I can improve on or the things I'm doing good, or the topics you'd like me to cover in the future because I'm going to be publishing heaps, of course is onto skill share. Also. Again, if you struggled with anything or you need more explanation or something's not going right, be sure to use the discussion section in skill shares. Well, you could just start a conversation ask question, alright? And then also, if you want to get even more content, even more training, if you go into Google or YouTube and just look for jelly man education, right? And click on that. This is my youtube channel. I post new videos here three times a week. I post new videos here three times a week. And you can see there's heaps, the contact. There's like as of this filming, there's like 250 videos, so it's climbing all the time and you'll get alerts when new videos. And it's good just to learn a little bit every single day. And that's kind of how you become an expert in basically anything. Just a little bit every day, just consistently. And that is pretty much and don't forget to subscribe obviously. And that's where you get all the alerts and the videos. And let me just go into one of these. Alright, so when you hit subscribe, there's going to be a little bell. So press that bell icon and then that one that will give you the actual alerts that I've got new videos coming out, and that's it. Until then, have a great day. Thank you for taking the course and why.