Tableau - Tableau Accelerated Program and Platform Architecture | Jed Guinto | Skillshare

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Tableau - Tableau Accelerated Program and Platform Architecture

teacher avatar Jed Guinto

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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

12 Lessons (1h 39m)
    • 1. Introduction Tableau, Gartner Quadrant an the Industry

    • 2. Quick Demo Guide

    • 3. Tableau Desktop License Trial License and Installation

    • 4. Tableau Desktop Pricing

    • 5. Learning Resources So Many to Choose From

    • 6. Raw Data Explained and your First Data Connection

    • 7. Bar, Column, Line and Part Charts

    • 8. Data Visualization Basics Colour, Size, Label and Tooltip

    • 9. Quick Table Calculations Running Totals, Moving Average and More

    • 10. Your First Dashboard!!!

    • 11. Basic Formatting, Creating a Picture and Printing to PDF

    • 12. Traditional Analysis vs Modern BI

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About This Class

In this short course, I'll show you what Tableau is, how it fits into our lives and finally the basic functions you'll need to get started with this amazing Business Intelligence Solution. 

You'll hear the explanation that Tableau is Excel on steroids. This explanation isn't the best. I like to think of it as Excel being a car and Tableau being a Boeing 747. They're both transportation vehicles but getting from A to B is a completely different story. 

Enroll now to see this amazing tool in action!

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Jed Guinto


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1. Introduction Tableau, Gartner Quadrant an the Industry: Hello and welcome to my tableau training course. My name is Jed Window, and I will be your trainer. I'm very excited for you, toe. Join me on this journey. I I absolutely love tableau. Ah, lot of software's I use. I like him and I have to use them for work. But Tableau is one of those products that are just It's like a toy. It's just so much It's so much fun to use. And it solved so many problems over the last couple of years in the industry off really opening up analytics to everybody in the past. That used to be, You know, you'd have to have background knowledge of programming, or you'd have to know some sort of visualization or data analytics training or something like that. With tableau, anyone can use it. And I've seen really young people who used it who have never yet touched computers before to 70 year olds who've never touched computers before. Ah, I currently work ah, in a manufacturing company, and we see a lot of people who have been on a manufacturing line suddenly using B I. So I mean, this is simply unheard off. Several years or decades ago. And this is why I love the technology so much. So I'm gonna quickly just talk about the core structure. What you're in for what I plan to deliver. If you taken some of my other courses, you will realize that I like to do a quick start guide so that you can get working with it straight away. You don't have to take the full beginner, intermediate expert. You take the quick 30 minutes, 30 minutes, accelerated program on that lets you do the basic straightaway and you also you'll get quick r A y return on investment just on that alone. Because you could do so much with just those basics. Then when you wanna go further than you could take beginner and then intermediate expert after that will be going into some off the additional tableau products. Things like tableau online tableau server tableau prep will be also looking at bonus lessons. Things like best practices for data visualization, deep dive analysis. What else is there? Um, be I implementation was also do discussions off the FBI landscape. What is be I like in 2019 right? Where does tableau fit in? Where's your organization fit in. So a lot of things to cover, and I'm very excited. So we're going to start with Where is tableaux? Okay, there is a huge selection off business intelligence tools, right? And the definition. Best business intelligence. That's quite broad, so I won't get into that. But really, it's tools that are beyond excel, right? You can do a lot more things you can do. You know, be more predictive analysis on maybe not predictive analysis, but more data visualization and a lot easier to do that, right? So let's go have a look at where it falls in. So the ah, where's the Magic Quadrant? Right? Produced by Gardner is very well respected company that do the analysis of a lot of B I tools seeing where they all fitted and you'll see this graphic right. And this is the Magic Quadrant is called that because it's four quadrants, right? This one looks at the ability to execute this one looks that the completeness off vision. So basically, if you're closer to this area right here, the better your product and you'll see tableau is right there. So the question is, why am I using tableau and not Microsoft. Well, I'm working in an industry where people don't have background data knowledge, even using excels basic operations. They struggle with right through no fault of their own. The industry has moved fast. My problem with Microsoft and they're tool, which is cold. Microsoft Power bi I right, which is this one right here looks very similar. It's the way it operates in that It's a bit clunky. It's a very excel Microsoft Office E. It's not as intuitive, so it's a little bit harder to learn. The learning curves a lot steeper, and user acceptance is a lot harder to get, especially when you're trying to roll it out with tableau because it's It's Dragon drop. Everything is very intuitive. It's a very it's like a It's a nice floats. I play guitar. It's got a very nice rhythm to it. And when you see it's just it's like Dad. It's like a dance. That choreography, it's just so smooth. There's other tools as well. So click view of used as well. Salesforce is more like a CRM customer relationship management tool. So you're really looking at, like tableau, Click, you know, thought spot. I think MicroStrategy have some. Domo is kind of bit lower. Oracle. Ah, you should have. Yep. Sap assess. So you see tableaus very high up, right? And this is actually, in my opinion, going to get even higher because of the recent by out of not buyout, but purchasing off tableaux by salesforce. So salesforce, this company right here, a massive CRM number one in the whole planet has bought tableau for 15 almost $16 billion. So the innovation that's gonna be coming out of tableau in the next year is gonna be enormous, right? It's gonna be massive. And that's why I love tableau. And that's why I'm teaching it today. So that's a quick introduction. Ah. Hope you are interested. You're loving it. You're excited. Let's do this thing. 2. Quick Demo Guide: All right, so we're gonna begin with a demo. A lot of people ask me, How are you going to explain what Tableau is in, like one sentence? And for people who have never done business intelligence, it's It's a little hard. The best way we can kind of describe is Microsoft excel on steroids. But as you progress through this course, you realize it's almost it's nothing like Excel. It's so much more than excel. But that's the easiest way to understand what it's doing. So what we're gonna do in this section is the demo and compare how Excel would create a dashboard or do graphics of any sort, and then how tableau would do it. So what I have here is a data set, and this is called the superstore data set. It comes with the software. So one you install the software. Maybe, I assure you, here, right, this is tableau. When you install it, you won't see any of this stuff. This is old. This is ones I've designed. But here on the bottom, this one is actually the superstore status, and it's a sample workbook that you can use to practice. It's on every addition that you download on. And it's a very diverse set of data so that you can have a really good play to see what tableau does. Right before that, we're gonna go through this Excel Data set. Let me just prepare this so you can see it. And the superstore is a fictitious ah supermarket chain with all sorts of information, and they sell all sorts of things. They saw office supplies, they said, technology that tell you what city it's in. What country? The sale waas How maney sales were doing in pounds mostly got in here. You've got a discount manufacturer. This is kind of standard datasets that you probably get in the company you work in where it's you got your field headings or your column headings, and then you've got the information inside. So what we call these things is columns, field headings, column names, that kind of thing. And then this way I spoke up. Probably this ways columns, right field headings and then this way are Cold records or rose off Datta, right? So in this case, I would describe this with this column. Is 10,000 rose off data right? And what we're gonna do is we're gonna try and do a very, very basic line chart, and I'm gonna do one our bar chart. Let's say I want to get sales. That's an easy one. Right? And I'm gonna do it by, actually, maybe not sales. Let's pick it up from one here. Let's just pick our rough number. Um, I just want to pick our units Estimate. Right. So I'm gonna I like this, and I want to know how many units? Her country. Okay. So the way you would do in Excel is you would highlight the whole you would highlight. What would you do? It? You remember Next. So you would create a graphic, right? So you would go. I want a bar chart. Okay. Like so. And we're gonna select the data. Give her this one. I'm gonna add the first ones. We're gonna add units. We're gonna have the whole thing. They were gonna add where it's coming from, self gold away, back up. And I want you to take no of how long this is taking. Right? So if you do a bar chart, what you'll notice is it doesn't even combine. It just shows it. So what I have to do to get it to this stage? I have to do another step, which is a pivot table, in order to sum them all up again. Another step. So this is one of the problems with Excel in that there's a lot of little steps you go to do, right? So let's go look for those units. Estimate again. Let's go values and let's split it up by What did we use? Country was grabbed country Go country, country, country, country. Right. So now we have these values and now I want to turn this into a graphic. So now I introduce a graphic. There we go. Okay, so that took, you know, a few minutes, right? If you know what you're doing. But a lot of people don't really go to Maybe this speed. Some beginners that I see maybe takes me like, 5 10 minutes, sometimes longer if they're fiddling around with the data and let's say you want to change something, you have to come in here. Let's say I want to change to city, right? So it does work for the most part. But now I have toe adjust. This I have to do the colors manually. There's a lot of fiddling and fidgeting you have to do with Excel, right? That is what tableau is kind of here to replace, making it easier to actually handle this data and look at it from a more visual perspective and to do a very, very easily. So now let's see this in action in tableaus. I'm gonna close this. We're going to say that and I'm just gonna make sure I didn't change that. Not a set type. All right, All right. Everything looks good. Okay, so let's bring in tableau. Alright, So I've got tableau over here and a lot of other programs. In order to load up data, you have to press a button and you have to go load. You have to set the daughter types. You have to do all these kinds of things. You have to set every single feel. It's a lot of work, right? And if you get it wrong, it adds more time, it takes a longer. Here's how Tableau doublet. This is the file I was using. So it's a C S V. You can load all sorts of files, excel, text files things from servers, all sorts of things. But a majority of people are gonna be using other see SV or Excel files to make the connection or to load your information. I just grab it and I drop it anywhere here. It doesn't matter where I drop it, right? And what tableau is going to do, it's gonna read that information, and that's done. All right, so it's gone and loaded up the text file. I can tell it's a text file right here. Right. This portion up here is your canvas, if you will. This is what you're gonna be dealing with, right? This is the information I'm interested in on this portion down here actually describes the data. So these little symbols tell me it's a number or it's a word. You'll see other things like dates. Where are they Dates. It'll even detect if it's a country. See, the little globe dates right here on one of the smart things about tableau and is one of the best things in Excel. For example, with see how it's got that pound symbol, I have to clean that up in tableau. I just go number right, and that's clean for me that saved five minutes and five minutes doesn't sound like a lot when you're doing it like, you know, thousands of times throughout the year. It adds up. If you're corporations doing it, like across all the people, that's a lot of time. It's a lot of money, right? So I've loaded up the data. Now I'm ready to do my graphics with. I was like, you know, one click. So I go into a sheet and you're going to notice if you've done pivot tables before, it's got a space for your rose. A space for your columns, right? And then whatever value you have. So I'll do a really basic one. We're gonna do that country by units estimate to do it in tableau. Here's how it works. I grabbed country. I can drop it anywhere here. Doesn't matter where I drop it. It will just visualize wherever I put it. So if I put it here, it's gonna put it on the columns. I put it here. It's gonna put in the rose, right? If I put it in the text, it's gonna put in the text. It's a toll dragon drop. I haven't been done in formulas yet right? And now I want to see how many units estimate. So if I grab units estimate and I drop it into columns, I now have that same bar chart we did in Excel. But I did it in what, three clicks, right? And here's the beauty. When I get in new data, I don't know. I don't even have to build this again. I just opened it up. I hit the refresh, right. And then the dot is there. It's refreshed. I don't have to build every time. Like you kind of have to do in excel. Right? And you could do all sorts of things with this information. So let's have a bit of fun. Do a bit of a showcase. I want to see this highest to lowest. So very easy. I just click on this button right here, right now. I'm heist toe, Lois, but I'm a very visual person, and humans are very visual, so we're gonna introduce some color. I wanted to be showing me the highest to lowest, right. And I want to show by color who is making who has the least units, right? So if I grab units estimate, and I dropped that into color. It's already added color. You can't do this in Excel. Let's go ahead and open this up and I can change its color. Have a bit of fun. Let's do some rice on set and go. OK, so as you can see, you can introduce these kinds of colors, so it's to a different graph. I'm gonna go open a new sheet. Let's do a line chart, but let's do something else. Let's do, um, let's look for a date. So go order date here, right? So I've got the years and I want to see this not by year, but maybe by month. So why don't we get actually, no, Let's leave it by year And let's grab something else. Let's look at, um, let's look at sales Right now. Sales here is being stored as a word, but I know it's, um you know, number. So we just said it's a number right convert to measure, and now I can use this for my graph, and I know that the sales are increasing year on year, but maybe I want to know by quarter, right? So all I do is click this little plus and these are called hierarchies, which will get to so now you can see it by quarter. But my managers like Joe, want to see it in months. Man. I just click it again. So now I can see it by month, and he's like, I don't like that quarter. You can just get rid of it and it's just so easy. It's so fluid. And I think this is what is just so much fun about this kind of technology because it's just so simple, right? If I want to see the running total, I just go here. Quick table running total. So now I can see it. But I don't want your in your I want it by year so I can see how we're going. 2017 made the most right again. We haven't even touched the keyboard yet. Let's do one more. Okay, let's pick who is their city one. This one's really fun. So if I wanted to map the sales by state or by country, I could do it like this. So we do country and I want to see the sales so again I can do that and that gives you kind of one perspective on the data. What if we did it like this? Instead, it's clear this out. I want to map it, and all I have to do is double click. A region right tableau is going to read it, and you can see that we're now in Europe. And if I want to see these dots which represent the country's in terms of sales, I could drop that into color again. So now I can see that France is making the most sales. I mean, that took two seconds. I remember when I used to do that for, like, 2000 rows that would take me like three days in Excel in using some free tools online. It would take so long. And let's say I want to be a bit more visual again. We want to see the lowest performing, so anything with low values. I wanna in red and high values. I want to kind of blacked out and look at that. So now I can see these countries are the lowest, but again, little things I want to tweet. I want to see what country it is without having to hover so I could do something like this so I can see him. I consume in. I can do all sorts of things, right? I can put the value in the label just like that. And it's just so easy. Finally, once you have, you have all these, um, analysis. You can put it together in what's called a dashboard. Let's go ahead and click that dashboard and I just drop him in. All right. I'm just gonna resize this just so it looks a little bit prettier. All right, let's make this bit bit whiter, right? I'm gonna bring it in that one in and let's bring the mountain. Yeah, we can put it in here. Okay. We don't need this thing, all right? And as you can see, we have already made a dashboard that seconds, right. And when you do this kind of stuff in excel, that's pretty much all you get. This is where the business intelligence part comes in. I can use this thing called uses, filter. All right, I activate down everything, all right? And maybe I'll put this down here. All right, So we got a bigger man. I won't use this filter. Does unless just world, take this. Here we go deliver it better, right? I won't use this filter does is it lets the graphic be used as a filter. So if I want to know what's happening in France, I just click France and you see how everything changes. You cannot do this in excel unless you're I guess you're doing macros and all that kind of stuff. But that takes like a specialty skill to do. This took us like, two seconds. Anyone can do this. And when you do your 1st 1 our man, it opens your eyes off. What is possible? You could even see right If I click that. It tells me what the sales were there. I could say, Show me Finland. Even the map is interactive, and there's just that small taste of what you could do with Tableau. So I hope it gives you an idea that, yes, it's excel on steroids, but it's actually so much more. It's It's on a different level, right? So I'm going to talk anymore. Let's get straight into I'm gonna show you guys exactly how to do it. Old. It's all this stuff. It's so freakishly easy. I'll see you inside by 3. Tableau Desktop License Trial License and Installation: How do you get the software? Stage one. We're going to go into Google, and we're gonna type in tableau, right? And if you have trouble spelling pronouncing and just remember it's table or la Messa if you're from Spain A You okay, so la messa Table au Australia on Australian table. I don't know what the name actually means. How they came up with tableau. I tried looking it up. I couldn't find out where it came from. Like it feels one of their dogs names or something like that, which would have been cool. So we are now here in the tableau main website. We're going to go to products and you'll see that there's a lot of software's in here. We'll go through that eventually. But right now you're interested in desktop, which is the product that lets you actually design the dashboards. Okay, we get up to here. Are you going to see the Try it for free. Okay. To a click on that. And you want to put your email in here? Because I've already installed this software. I can't really do this again. But if you click on this all right, then you click on download free trial will start downloading a installation software. Now, the software that you get is gonna be the full addition. What happens with the trial is that after 14 days, right, it turns off, you can't use it. After that, you have to buy it. But one thing you can do are one thing you can try is when you get this software and you install it, it's gonna ask you to register. What? Your name, your email or your business email, whatever it may be where you're from and Tableau will send you an email saying Congratulations. Welcome to the tableau, such and such, and they'll give you some kind of general information. Now, if you're part of a company or something, you can actually say that you're doing this as part of a proof of concept exercise to say is tableau right for my company, right. No matter how big your companies and their sales executive will most likely go, no worries how much time you need. And in some cases they can say we can extend your license so that you can do your proof of concept because it's in tableaus. Best interest to give you a bit more time to use the software to prove to your bosses because then you'll buy licenses and then tableau make money. And you know, the world is a happier place for right. So offer You done your installation right from that installation file, And if you work for a company, you might have to go through your I t division. You register and you will end up with the software is gonna look something like this every time you open it up because you're on a trial version is gonna come up with Do you wish to activate? You just say, keep using trial version If you go ahead and say, You know I love this software already, Jed, your intro was just simply fantastic. I showed my grandma and everything I wanted by the license. You can go ahead and just by the license, and that's done through tableau website where you can just basically get in touch with them , say I want to buy it and then they'll work. Walk through it with you. I believe when I did it cause it was ah, over a year ago. Now you can either just do it straight online put a credit card in or they continue an invoice so that it goes through your I t division and all that. Okay, so that's that. So where are we now? In tableau. So let's say you go ahead and actually purchase. Ah, license. You're you're one of those. Select few and you want to put your license key in the way you would do is either. When you open up tableau, it's gonna ask you, do you want to activate? And you put your serial number and right? Or if you already in here you go help manage product. He's okay. And then you go activate, right? And when you go activates gonna come up with this menu, you put your product key in here, activate. It's gonna do the registration, and then you're done. You've got the full license. You can do everything you want. Okay, that's it. That's basically how you get tableau desktop, which is the creator. All right. So I hope you enjoyed and I see it. The next video 4. Tableau Desktop Pricing: So before we move on, I'm actually gonna do a really simple pricing study, right? Because I was gonna put this at the end, but I realized a lot of people. It's one of the first questions. How much does it actually cost? Right. And if I told you how much it costs, it's very important to put it into a person into perspective. Okay, Tableau can really increase your efficiency as individual as a business, and I'll give you an example. When I joined the company, I'm working for now. It used to take us about 60 hours a week between two of us processing all our data, preparing all the graphics, all the charts, all the reports, all the dashboards. Because we have to do it in Excel, right? Or combinations off Microsoft access. And it was a lot of work, All right, so about 60 hours a week with tableau, we were able to reduce 60 hours almost down to 10 minutes. Right? Because so much had so much became automated with tableau. Once you built it, that's he. It's like the old saying, we kind of here where you build it. You said it and then you forget about it. With Excel, you constantly have to be maintaining it with Tab RL tableau, especially when you get up to, like, tableau bridge tableau conductor. Some of these, like automation things which come all part of the pricing, right. You don't have to pay anything extra. We tableau, which is fantastic power bi I It's like That's the thing, how they get you with power, bi I because they'll say, Oh, it's $10 a month, But then everything you need In addition to that, all the add ons you gotta pay for writing all these hidden costs with tableau. It's, ah, yearly feet and you get everything you get. Tableau Cloud, you get Tom blow. Um, when you get tableau prep tableau conductor, you get everything right? All the extensions, get everything all together, right? So you gonna keep that in the pricing is why you to keep that in mind. And one way I went when I was trying to roll out tableau into the company is to put it like this, no matter how much it costs, it's always too expensive. Okay, that's how a lot of divisional managers think. But you got to think of it more like this as off today. The pricing off a single tableau desktop licenses. There are $100 per year, right? And if you break that up by months, it's about $67 a month. So it's pretty cheap, right? Relatively cheap. But managers usually just see this $100. As you can see from the earlier example, we've already saved quite a bit of time. So how much time, then do you have to save with tableau each month for the product to be free? Right. So what you do is you divide your hourly, are you divide the monthly price by your hourly income. All right, so here I've just said it for 25. Some people, maybe a little bit higher. So say 25 Right? Okay, so let's say $25 but even less, even though, like it, let's just go crazy. Let's say, 10. You're gonna pay $10 an hour, right for the month. You need to save 6.67 hours in terms of efficiency. Right now, I know from experience that's really easy to achieve because a lot of the times we do a report or a dashboard or some sort of thing that we got to send out to people, and that could take an hour, right? And you gotta do it three times a week. But if you do it in tableau, you build it once, and all you have to do is press. Refresh that seconds. You've converted hours, two seconds. Seven hours in that one month is very easy to say, but let's be even more realistic. Let's say you're gonna pay more $25 an hour, I think. What's this? What's the average income in to try? I'd say like 25 30 bucks for an entry level business professional. Probably maybe 28. Let's say so. 2.4 a hours now with tableaux online, which we haven't got up to yet. It's think of that as like a daughter repository. So you go in and you grab your daughter. It's what's known as self service analytics. In the past, you would have to prepare a file and excel. You'd have to email let out to everyone. Everyone would have to wait. But with tableau in the cloud and all these extra feature. 2.3 hours in a month is nothing like easily right. So when we show this to the people were going to roll it out to, then they go. Actually, it's a lot cheaper when you think about it that way, so that be very conscious of that. Don't miss out on this opportunity off using such an amazing tool because it will change your life, really will. I mean, it's given me so much opportunity. I've helped so many people along the journey. They've got a new jobs and new opportunities, or we're doing things we've never done before in the business were up. Skilling people. I mean, the benefits are just ridiculous. And can you imagine? Imagine it'll came from $67 a month, right? Ah, single build we did was saving about $100,000 a year. That pays for how many licenses. Let's just say, um, $100,000 that we save of it over a year because we automated it right. That's 125 licenses were not even up to that yet in terms of licenses, so it's already paid for itself. The r. A. Y is just incredible. So, please, when you think about the pricing, think of it like this, right? Caesar 5. Learning Resources So Many to Choose From: the last item we're gonna be covering before we get into the core off. The training is your education. As much as I would love the whole planet to just take this course, I don't know everything in tableau. I'm still learning after everything I've been. So I'm still discovering new things. And it's gonna go on like that and are I want you to be able to have all the access to older Resource is you could possibly think off to just keep learning. Tableau has a really, really good culture and a really good spirit when it comes to Discovery Exploration. That's why the licenses are called Tableau Explorer. Right? Really embody that spirit off discovery because we sometimes forget that as we grow older with education for tableau, there is so much out there. My course is just a little contributing factor to that. So I'm gonna show you what is available to you straightaway. If you go to the tableau website and you go to learning up here, right, you're gonna see all these sections. I would actually start here on free training videos, which is this one. And in here you got heaps of videos to get started so this can augment. You're learning if you want to take these ones as well into in addition to my course, right? And these were all free. These are really good basics to just get you going there. But they're just really basic right. You can also do this one, which is the e learning. You gotta pay for this one. But look, it's 10 bucks. I mean, that's like two cups of coffee. Maybe less, depending if you've got scotch in your coffee, right, and you can do even more learning. In addition to that, they also do classroom learning. So we've taken Which one did we take? We took this one. This is a three day accelerated course, and it teaches you bloody everything and teaches so much stuff in there. Um, you're almost an expert after this one. But even with just the fundamentals, like a beginner course, you can already do so much. I actually don't think most people should do the intermediate until maybe six months later . Really? Just do the basics because you can already get so much out of it is that you can also do live training, which I've never done this one right. And then it teaches you all sorts of stuff. The other thing I want to show you is actually while we're here is I have a YouTube channel where I will release videos every now and then about little tips, little tricks, little things like that. So let's find where's Jelly? Met hopes. That's not me. That's someone else. Oh, like, who are these people? Well, I don't remember all that snow, right? So here we go. Jelly man educations is a channel I made just few months ago. And in here, that's pulls that. And in here, I got all sorts of videos on Excel Excel you tableau in here just short one. So if you don't want to a full course, you can see a video just on measured values. If you're looking for something specific or if you have a request, you want me to look into happy to do that. So heaps of resource is for you to play with and just keep learning, keep discovery and keep playing with the software, cause it's just so much fun. Let's get into the main studies now. Okay. I don't know what I was gonna say that for a second. Okay. See you inside. 6. Raw Data Explained and your First Data Connection: all right. We are now up to the first section where we're gonna be doing some work right in this section. It's going to be like an accelerated program. I'm gonna teach you all the basics that I've noticed with training. You know, I don't know, over 100 people at this point off the things that they want to be able to do the first time we get the software. Right? So the first thing is, how do you connect to your data how to do things like bar charts, line charts, pie charts the most like fundamental graphics, right. How do you put, like, you know, labels on graphics, that kind of thing. Some coloring, um, building a really, really basic dashboard with a few filter buttons formatting it. You know, you want to change the fun, downloading it toe a pdf so you could email it out. And finally, in some cases, a really, really simple deep dive. So deep dive is like, you've got a huge amount of data like we have here and you want to know something in that data in in tableau. It's so freakishly easy. It's actually fun to do, and I'll show you the technique that I use That is really easy and actually result in a dashboard at the end almost by accident when I forget that out. So we're gonna begin with the actual data set. What is the Datta said So earlier? I mentioned the superstore data set, and it's this fictitious, you know? Ah, shopping center on the shopping 10. It's more like an office. Works are staples kind of thing. So we're just gonna go through the daughter really quickly and to download this, it's in the course. Resource is I tie there to the left or to the right of where you're watching with this, right? So I'm just gonna kind of clean this up just so we can kind of a quick Peru's. I was feel big closet when I used that word. You know, um, that word and modicum I've been using that word lately. Like a modicum of detailed. Yeah, a lot of no. Just makes me feel classy, right? So we have all this data and there's about 10,000 rows in here. Don't let it scare you, right? If you've only been doing with 102 101 1 thing you'll learn when it comes to data is that whether it's 10 rows, 100 rose, 100 million rose write. The rules are the same. If I do a formula on this number, it's gonna do it for the rest of it. Doesn't matter how many there are. The only thing that changes is what kind of computing power you need. But that's a whole different course, right? So let's go in and have a look. What you can see is the days till shipping off products, days shipped on schedule. So how many they were supposed to do, how many they actually did. So Ah, KP I analysis would be good here. Comparing this value to this value. We could probably do that, um, profit per customer. It's in pounds. We got profit per order units shipping status so you could see it's kind of like a It's like a log of how much they've purchased. All right, we got discount. How much is applied? Number of records is just how many records these What will be one right, cause I actually exported this from tableau, so there's not much daughter in there. We've got the order date when it occurred. Order I. D. Ah, the manufacturer who actually produced it for us. The hopes too far. No, that's right there. Profit? How? Maney quantity. So how many items? What region? There in groups Sales? What segment? Shipping date, Ship mode. So it's a really, really nice, diverse beginner, Datta said. Okay, so that's what's inside. Now we're going to load it up. Let's go ahead and load up this first data set. Gonna close this on. Here we go. So this is the foul. Once you've downloaded, you're gonna get this file and there's two ways to load up your data and I'll show you both of the first and the one I prefer when I'm showing new people how to do it is if you grab the file and you just drop it in here, that's it. That's all you gotta do. It doesn't matter where you drop. If you drop it in the blue or in the pictures, it doesn't matter, Right? And what you're gonna end up with is this. Now, let's say you didn't do this one, right? You're gonna do the other method. Let's go ahead and close this. I assure you the other method now, which is you. Load up the fight like you look for, and then you load it up. So it's way for this to start up, right? All right. So from here, what you can do is it's ah XLs X. So it's an excel file, and you can just click here on Excel right now. If it is a C S V or a text file, right or txt, then you're gonna be using the text file. Which is why I like I don't really like this one cause and I have to actually pick which one it is, because sometimes I'll have, ah, text file and I'll click, excelled and end up with something else. Here it's like you just you just drag and drop anything and then tableau will figure out the rest. Okay, so let's go ahead and do this one. Just for the examples. I'm gonna click Excel I've got on my desktop somewhere. Where is it? Course trouble, of course. And there's my daughters It so you can see that if I haven't chosen text, I can see it go open. That's gonna do the exact same thing. All right, we go, right. And I'm gonna explain the three sections to you. This one is the file itself. The first part is what the file name is so that the entire workbook and in here are each of the sheet. So if I have 10 sheets, you're gonna see 10 items here, right? And then if, um let's say this wasn't in here because this doesn't automatically gonna do it from scratch. You're gonna actually end up with this when you're loaded up and you basically want to tell tableau. Well, what data do you want to work with? Right, So we're gonna tell We want this sheet so you drag it into your canvas. Okay. Now, a little rule, which I should have mentioned earlier when you're loading up information into tableau. Ah, good rule to follow is if I open up this daughter again, or data data, data, data, data, Right. The headings are on the first roll if it's here, and I've got stuff up here, right. Tableau assumes that this is where the column headings or the field headings are, but they're not. Right. So you got to make sure that if you have a daughter said like this. You clear out this top part, right? So you have all the top. And if you've got spaces here on the left, make sure you clear out that as well, right? That's it. So it's just close this All right on. I think it's struggling to save because I'm actually using the file in here. But that's okay. We just give it a second. Yes, that's fine, right? It's cause I'm actually accessing the file here, so you can just ignore that, right? So we've got our data loaded up where Datta loaded up, and we can now see each of those fields that we went through. Right and tableau has applied a daughter type, as you can see, right. And you can change this at will. So sales. You know, if you wanted to be a number, you can change it to number. And the reason you want to change that is because certain operations work on certain things . So, for example, if I'm going to ah, some sort of arithmetic, it's not gonna work on a string or a word, or I can't multiply north by five. But I can multiply numbers by five, right And that's why you have the data types. If you want to see this in a different view, you just click this one right here. Right? So go ahead and click the hopes too far. So click that and you can see it as a list. A swell. All right. This part you don't have to worry about. We'll cover that in a different section. You don't have to worry about any of this stuff. You don't have to worry about this. None of this. None of this at the moment. And you don't need unions. Don't eat that. That's really all you're looking at. Okay? What? Daughter? You're doing what the daughter looks like, and now you're ready to build some graphics. So let's go ahead and go sheet one down here. So I clicked sheet one, and we are now ready to build. So let's leave it there for this section. And now we're going to power through the creation of your first dashboard. Your 7. Bar, Column, Line and Part Charts: bar charts column charts, line charts and pie charts That's we're gonna learn in this section. It's super easy to build, right, Let's get into it. So you we've already done this part, which is the data sets, right. We're gonna go into sheet one, and we're now in build mode. Here are all our fields or all our column headings, and you'll notice that some are blue somewhere green. The blue ones are what's called dimensions right, and the green ones are what's called measures. Here's the difference. A measure is anything you're gonna do some sort of mathematical operational, right? This plus, like, you know, this times that or whatever it might be and dimensions is practically everything else. So things like words dates, geographical locations, right, those air dimensions, and you can swap things back and forth if you need to. So, for example, you'll have something like customer i D. Number. You don't really gonna do any mathematical operations on that, Most likely not. So you really want to register that as more of a word? OK, but things like number of sales, profit ratios, stocks purchased, those things are roll like units that you want to be able to do formulas on. Okay, that's the difference. Now, if you want to drop one from the other, let's have a order idea. I can actually just drag and drop it into measures, and it will swap back and forth. Okay, so that's really useful. Later on, you can also click on like, So right click and go convert to measure or from the other side and go convert to Dimension . Okay, now, when it comes to bar charts, column charts, line charts and even pie charts in almost some respects, there's really two things you want to look at. Okay, so let's go and get my drawing to allow for a bar chart and see how pretty I could do a bar chart, right? And Mr One here now my o c. D. Have to make it even. There's really two things. You're looking at this, right? So basically each of these items that say this is a B C. D. Right, and then the values so going this way, right? Those are really the only two things you're muddling Not much. I shouldn't use the word month those on two things you're looking at because those two points will generate that value or that value or that value right with tableau. That's that's all you really got to do. It's It's pretty simple. So let's get out of this drawing tool. And what I want to be able to map is, for example, the category right? Doesn't matter which one we pick, right. You can feel free to have a playoff to this. You wanna grab category and there's a few ways I can load it up. I can double click, right, in which case it will automatically put it in the rose. If I want to get rid of this, I can click it and drag her back and drop it to get rid of it. Or I can right click, go remove right. I can drag and drop into columns. I can move it from one to the other. I can even do it here on the, um, graphic itself so I can go like that, right? Pretty easy, Dragon drop. And because we're doing a bar chart, we want these labels to be on the X axis or the horizontal access. Now we need some sort of values, So I'm going to pick something really basic, like sales. Right? So when I grab sales are gonna drop it into Rose and straight away, we have a bar chart now, notice. Compared to Excel, you didn't have to go through, like, a pivot table in many adding in the graphic and then tweaking and all that kind of stuff. You're pretty much already at the solution. So you build so much, foster right now, if I wanted to make this a column chart, right, let's do a fresh one. So get some practicing, all right? And the mouse just turned off. Okay, So I want to create a new sheet, right, Because I wanna be able to keep this. So let's say I grab I want to do a new sheet. Sorry. So you can either press this button up here. Let's go back to rid, right? Or you can pick this button down here, right? Both of those created new sheet. So let's go ahead. I'm gonna click this bottom one. So now we got a fresh sheet way. Still have the 1st 1 to a fresh sheet, and this I'm gonna do a, um, a bar chart. So one going horizontally This is a column chart. This is a bar chart. So let's look at something else instead of category. I want to see maybe region. So it's grab region again. I can drop it here. So this is not my vert, my vertical excess, right? And I want to see instead of sales. Let's look at I don't know, let's see quantity. So again I can grab that and drop it into columns. So now it's going this way. If I swap these around right, notice how it will keep building whatever I want in some other programs. As soon as you put something in the wrong place, it just crashes. So it's not really good for exploration. At least here, it's like you drop it in your like, Oh, that's not really what I want to see. You could move it back. You can tweak a you can add more things right, And let's say I wanted a bit more than just, um, region. I wanted to see a deeper breakdown off that I can add more things. You can add as many as you want, so let's add in country. So if I grab country drop anywhere one doesn't matter. It's gonna plot. Let's drop it here. So now it's split it by country, Okay? And if I wanted to reverse these, or I would have to grab each one and reverse, and that's a bit time consuming. So what I can do instead is use this function right, which is a transpose. And basically what it does is it just reverses the columns and rows, right? Just swaps in so you can go backwards and forwards very easily. So you could even do that with the 1st 1 So if I go sheet one I could go backwards aboard all depends on how you want to see it. Sometimes you build something like this and your boss come down is like, Hey, listen, Jet, I don't really believe in horizontal bar charts. We need vertical. Our company believes INF Article Vertical. So you need a tool where you can just quickly adjust these things. So he's like, No worries, sir. Vertical It is very easy. Okay, so those are bar charts. Let's do a line chart. So again, let's do a new sheet. Either I can click on this one or this one. Let's click here right and it's the same thing, right? Exact same thing. I just picked two items right about actually, I should mention line charts are good for time, right? Bar charts are good for, like, discrete things like companies kind of thing, But line charts is you want to show something changing over time. Right? So this one is usually date. I can spell that date, and this is some sort of value. So maybe something interesting would be, Let's see the sales over time. Right? So let's start with sales. So if I grab sales from down here again, I can drop it Kind of anywhere one I'm gonna put in in rows, so I have a vertical. So roses think of that as more you're why access? Right? And I'm going to split it like this way, right to introduce my ex access with the date so I can go and bring order dated in here. As you can see, it's already automatically done a line chart. Why? Because tableau is very intuitive. It understands that because you put date on some sort of, you know, numerical are some sort of measure in there. It thinks, or it assumes you're doing time, right? But let's say you're like I don't want it to be a line chart. You can change it. It's easy. You just use this function right here. Okay? So if I click on that, you're gonna see all the different graphics. You want to be a bar? You wanted to be a area chart. You wanted to be a square. You wanted to be a circle. You want it to be different shapes. You can change the shapes you want. Triangles just clicks, right? Just let you do make a little pie charts inside, right? We're gonna change it back to line. OK? That's basically how I do a line chart. I mean, doesn't get much harder than that, right? One thing you can do, which I only touch on quickly is you can have multiple lines on it. So if I grab, let's say sales also want to see profit right? I could grab profit and put an excellent and I've got to I've got sales and profit, right, Pretty easy. And if I want to expand this, let's say I want this to be in terms off quarters. I can click this little button here right to expand it. So if I click on that, we cannot see quarters. If I click it again, we cannot see months. And you can even go as far as days. And if you have the doubt, the data, you can go hours ago minutes, you go second, you go as far as you want. And if you want to go all the way back, you just click which everyone you want to go back to. And I'm back again. Again. It's a so nice for exploration. But let's say I wanted to see this. Unlike a kid, like more of a continuous kind of Ah, graphic, Right, cause these are really discrete points if you think about him, right? Discreet, individualized points kind of want to see it more as a continuous flow. What I can do is if I right click on this one right here. All right? I can actually click on one of these ones, so you'll see that there's actually lost my drawing tool. Right? There's two sections. This is actually the discreet section without going to too much detail. And this is the continuous run. Right? So we're gonna use the continuous continuous one this time. So let's say I want to see Ah, let's say monthly, all right, that's gonna show year on month together. Let's say I want to see it courted by quarters, right? So it changes the granularity, if you will off, your daughter said. But he does it with just a single click, right? You can even see it daily. Right? So that's how you would do a pie chart pie chart a line chart. So let's maybe make this. Yeah, week looks good. All right, so we now have ah line chart. Now let's do our lost one, which is a pie chart. All right. By going here now, the easiest way I found to do a pie chart is start off with a column chart. So let's do that 1st 1 we had before. Actually, let's do a different one. Let's say segment. So again I could just double click man. It's every time I do this. It just blows my mind how easy this is off how hard this used to be for us, right? So I do that and let's say I want to see by segment what the profit ratio is if I double click that right. We now have those values in their right. So what? It's done there. It's put it just into the labels, but again, you can have it in your columns. You can have in your rose. You can have it in labels. You can have it wherever you want, right? That's the first. Then what you can do is click on this show me, but it right and selecting and de selecting it is to open it up, right, and then you just want to click on pie, right, which is that one, and it will build it for you. That's it, you know, have your pie chart. You see how, when I hover its corporate to a Home Office co consumer, right? You basically up? I tried. So that's how hard are how easy it is, really to do graphics in tableau. In the next few lessons, we're going to text labels and colors and all sorts of customization you can do. But this is really the foundation off your visualizations, so I hope you enjoy it and I see it the next video 8. Data Visualization Basics Colour, Size, Label and Tooltip: all right, Before we continue, we're gonna make sure we save our document. Alright? Two ways. We can do this. We can either click on this save button right here, or we can go file save as you're gonna save this on the desktop with my other stuff. Let's just call this tableau workbook. Right. And you also see that the extension for the father dot T w B tableau work book. Right. So go save. And at the top, we should now be called tableau workbook. Okay, So they can open and close it right Any time you like. Much like everything else we do with the computers these days and programs, right? So in this video, we're going to show you were not we just me in this room how to do labels, colors and tool tips. So what are the differences? Well, I'll show you what a tool tip is. You see how there is nothing, Actually, maybe I shouldn't assume, so get out. I'm still getting used to this issue until right. See what I hover, right? It comes out with this little message. That is the tool tip. And you can customize what that looks like, so I'm gonna show you an example. Right now, it says segment profit ratio, right? But I kind of I want to customize this. So what I do is I can click here on tool tip, right? We didn't click that and is gonna come out with this kind of Microsoft word looking thing. These ones which have, like, the gray and the greater than less sensible. These are kind of like dynamic field. It will fill in with whatever the value is right. And to see a preview of that, you can actually click on this button right here, right? And you'll show you a preview of what it looks like. So, for example, if I just type anything here and I go previewed see how it's changed in my data set, Die in my tool tip. All right, so we can actually change this. One of the things people like to do is they go in this segment. The profit ratio is such right. And let's make this old black oh, black with a get in the lech lunatics in the street. So I was just a lot of rap music. So now if we do preview you see how it's changed? Okay, and everything's bold on. I want that to be bold. Let's get rid of that. We could also change, obviously, the formats right on the line, the size the what? He called this the justification, right? And we just go. Okay, So now when I have a really see how it's changed, you can really get that kind of behavior that you want now instead of hovering. What if, like, I wanted to know these numbers ahead of time without actually hovering right? Cause I don't know all three values right now. So I can introduce AM a label write. And the way you do that in tableaux, which has a lot more freedom than it doesn't excel in, that you don't have to put the value of what the pie chart is, right? So I can actually put something else. This is based off profit ratio, but maybe I don't want to show a profit ratio on top. I don't want to put sales on top so I can just grab sales and drop it into here on label and it will show label right, and you can show as many things as you want? I can do sales per customer. I could do profit per order. You can whatever you want. You can put product name right? That's gonna start changing it. So product name. You can put segment whatever you like, OK? And he will just keep doing it. But we wanted to be a bit more right. Pie Chart E. So here's what we're gonna do. First, we're gonna add in segment. Okay, We're gonna look for segment. Now, if you have a big list, you can actually use this, uh, search function right here. This little magnifying glass. Right. So if I click that, I can go segment, okay? And I could grab, segment and drop it in label. So now I have a label, All right. We also want to drop in the profit ratio, so let's go grab profit ratio. Right? And we could drop that in label as well. Now, one thing pie charts too much. Always want to show is what is the percentage. Okay, so I'm actually gonna make this a little bit bigger. There's a few ways you can do that. You can click on size and just increase it, right? Maybe a little bit bigger. Yeah, like that. And we wanna right now, it's just filling out this section. So I wanted to fill out the entire thing, and you can use this button up here, so I'll be teaching these little things along the way. Right? So we go entire view so that we get an entire view. Maybe not so big. Okay? Right. And I wanna have that as a percentage. So here's the way I do it. If I get this first label, I want to go. Right click quick table. Percent of total. That's it. So, Nago, percentages, as you can see. But if I'm like, Oh, I still wanna have that profit ratio in there. Yeah, well, delicious. Added back in. So we got profit ratio. Go label notice. These are now two different items. Okay, This little, uh, unless that this little triangle means you've done what's called a quick table calculation . So the percent of total is a quick table calculation. Okay, so that's now a text label, and you can see what kind of thing it is because you've got these Cymbals here which matches up to this thing right here and again like the tool tip. I can customize this. Right. So if I click on label Okay, that I'm gonna go to these three dots. Okay? I can change what this looks like. So if I go and make this maybe 12 bold, let's make let's swap these around. So I'm gonna just caught so control x or probably easier. You highlighted, and you just click and move it. Right? See, I got that little Carson a little trick, right? And I'm gonna put that at the bottom so I can preview that. That's what it looks like. Consumers. Maybe a bit too. Big story living right? That's what it looks like. Now, let's say I'm doing this and I go, Oops. Accidentally deleted it. So the way to bring it back is if you go insert. All right? You just look for the one that you lost. You Okay, so now it's changed. There you go. That's how easy it is to control your text and your labels. Right? That is this part here. Labels, tool tips. We're not gonna cover this part. Colors and size. Let's go over to maybe a different one. That's too. Maybe this one is a good one. Right now, What you notice with this graphic is that everything is blue. But the way humans read is we don't actually read tables very well with the human brain. Do you know why? Whoa. Because hundreds of thousands of years ago or whatever how long humans have been around, there weren't excel tables in the forest, you know, or in the plains of Africa of wherever it is, humans work the things that we're able to recognize our like color, movement, orientation size, right. That's what we're really good at reading. Like, if I didn't even give you a number here, you would still know that all France's larger just cause by size. But if I did something like this, I go Which one's the largest? It takes you a while, Okay? Because we're no good at reading numbers, right? We're good at reading shapes. OK, that's the largest. Now we can make this even better. Okay, we can even add more color. So one of my favorite things to do is, for example, if I've got some off quantity up here, I want to use that value to color these things, okay? Based on the sum of quantity. So I'm gonna look for some of quantity, and I'm gonna grab that and drop it into color. Right? Which is right here. And as you can see, it's not colored. It highest to Lois, with the darker the blue, the higher the value. Right. But for me personally, that's one single color I need contrast, right? I am a 2019 man. I need contrast. Okay, so there's two ways I can change this color. I can either double click on this, right, or I can click on color and go edit colors. Right. So we'll do the 1st 1 I can double click here. Right. And this will be up this little window, or I can click on color and go edit colors. Okay. Same thing. I'm gonna bring that over. Ah, it doesn't really matter where I put it right from here. You can either pick your own color. Okay? If you have company colors or a brand or something, we can go into the palate, right? And you can pick ones that already preset. My favorite right is red and black. Now, if you're Australian, it's not because I go for the Essendon bombers shame on you. I go for Richmond Tigers. So hopefully you don't leave the course because of that, and depending on what the numbers mean will determine whether I want the red on the low values or in the high value. So, for example, if this is a customer, if this was like customer complaints, I want the more complaints means bad, which means I want to reverse these colors, right? So I can just click on this, right? Or I can manually set him just clicking on these shapes, right? But really, I want to reverse. So I wanted that the the higher the number, the worse it is if I go OK, I can see straightaway like you probably notice as well. These three just jumped at you. You didn't really have to think about it. It was like, Whoa, look at this. Right. But then the opposite is true. Let's say high numbers are really good. Low numbers are bad, so let's go reversed. Okay, so now we can see are these ones are seemed to be the worst, right? And that's how you introduce color. Now, In addition to that, you know, if you are the things like, if I click on color again, you can change the opacity, right? This is really good. Once you get up to, like, Jul access and stuff, you can put a border right, which I don't recommend less lines is better once we get up to the stage off. You know, best practices with daughter visualization. You kind of wanna have to. You You kind of want to strip away everything right? Don't have too much stuff. So, for example, um, I don't need this region. I could get rid of that. Right click hide. Right. Um, and what I like to do is while access is good, but like in that previous example, why don't we just put labels on top so I could grab that quantity again and drop it into label? All right, so now I've got label. I mean, how easy is that? Right. So now that the labels and the rule is either you're gonna have labels or you're gonna have access one or the other. You don't need both so we could get rid of one. So if I right click here on the access, I go show header so we don't want to show Header. And now we have our daughter, right? That's a lot simpler to look at. You know, there's less happening. And if I wanted to show this because we're looking at colors, right? Or maybe we should change the color to, like, you know, most sales. So let's say I'm gonna go, um, words that red green. Okay, so the more sales you have the greener. So if we go, okay, so now we can have that. I don't want to sort this highest lowest few ways I can do it. I can use these buttons, right? Or I consort from, uh, from here, things from here. Right. So I can go This probably either second. So highest alo. So again, you're it's older, where the shapes are and everything. So, I mean, data visualization told about all day. Right. But those are basically label tool, tip and color, and the lasting one show you is probably just size, which just changes the size of these things. So if you want a bit thinner all right, you can make it a bit thinner. You want a super wide? You could make a super wide up to you, right? But it's It's all just a few clicks away. Remember? Like we haven't even done formulas yet. We haven't even touched the keyboard yet, right? That's the difference with this kind of technology. So I hope you enjoyed, and I'll see you at the next video. 9. Quick Table Calculations Running Totals, Moving Average and More: All right, I am going to show you something called quick table calculations. Right when I'm gonna go into the really, really complex portion off this particular subject. But I'm gonna teach you the most basic things things like a running total percentage off a total or the difference over time. Um, what else is that? This is quite a number of them. Let's have a look percent of total rank. Whereas when I don't do some of this will do moving average, because that's always fun, right? So let's do a fresh one. I'm gonna do new sheet, okay? And we're gonna do, um, order, date and needed a little trick if you use the right click mouse button instead of the left , click, right, and you drag it with your right click. All right, you end up with this menu and the reason you have this menus, because if you don't do that, when you put it in, where's ordered? A. If I put it in is automatically gonna be year and then quarter. But sometimes I don't wanna have to go put it in, and then right click and change it. And the reason for this is sometimes if you're datasets are quite large and you drop it in straight away, it has to show your daughter and then it has, like, a render and all that kind of stuff. So, um, I prefer to use that little trick. So if you right click, drag, order, date and what I want to look at is, um maybe, let's say my month by month, maybe, maybe by quarter. So we got the dates and we want to introduce some sort of value. So let's face sales. Sales is really easy. I'm gonna grab sales, put it in there, right. And now we can see the change over time. But what I'm gonna do is I'm gonna show this as a bar chart. Okay? I'm gonna click here. I'm gonna go bar. So now we can see over time how much we're actually selling, right. And you just see every quarter we're selling a bit more, but I want to know what the running total is or I want to see. The difference from 1/4 to the next can actually make this a little bit wider. Ah, no. Right. So we can do it like this. Firstly, I'm gonna introduce another one of the same one, just so you can kind of see the difference. I'm gonna grab sales. I'm gonna drop it in again so you can have sales as many times as you want. Okay? We're gonna have it there twice. And to do a quick table calculation, I just right. Click the one I want. Right? By the way, this one refers to the bottom one. Okay. And this one refers to this, right? So if I right click here ago quick table calculation, it's already there for me. So if I go running total, as you can see, it's changed now, Okay? What we're going to we're gonna add the labels again. There's a few ways you can do this. Um, you can again drop sales into your label so I can go sales. Right. So I'm gonna have my values in there, or you can actually use this one right? Which is little t. If I click on that, apply and everything. The only reason I don't like doing this particular bottom is cause now there's nothing in here for the label. And sometimes I want to edit this. So, for example, if I have label in here, By the way. I mean impressing control on my keyboard just to copy that over. I can change this format to, let's say, a dollar. Right. So let's say currency was currency, right? Maybe no decimals. And we want it in thousands, right? I can't do that if there's nothing in here. All right, so that's the reason I like that. Having that in there. Okay, let's get rid of that. Okay, so now we have the running total, so you can see here. The running total is $2.9 million but the sales for that quarter was 306,000. Right? So that's one way to do a running total. You can also have this 2nd 1 as whatever graphic you want. Now, if you look here, all right, you see that when I click on a changes, that's because, um, I would click. That's because this one is just this one. This one is just this and the all is any formatting you due to the whole thing. So if I'm in all at the moment, right and I go line, it'll make everything alive. OK, but if I'm just in this 1st 1 and I do like it only affects the 1st 1 Right? So these are individual now, the running total. I do like to see as a line, so let's click on line like so. So now we can see the line, right? And one thing a lot of people tell ask me is how do I put the value just on the end? Right. So you see this calculation? We got it right here. We're going to drop that into label. So if I grab that drop into label, you're gonna have all the values. I'm not interested in all the values. I'm just interested in the last one. So if I click on the label, I go line ends and I don't want the one at the beginning. So labels started. Lina, turn that off. And now I've got those values at the very end. Okay, so now we have a running total here. Let's do another one. Let's do a percent of total. Okay, so let's add another sales up here. We just keep adding more. Right. So now we've got 1/3 1 and if I want percent of total, let's first add this as a label. So I'm gonna drop this here as a label. By now, you're probably slowly getting used to this whole labels and colors thing, all right? And I want to see this. What did I say? As a percentage of total right. So I can actually a potion of done that Yet What I do is in here again. Quick table calculation, Percent of total right. And you notice that the access has actually changed here on what we want to see now is the labels. So if we click on this and drop it in labels, we cannot see percentage. Right? And the reason is suing dollars is because I got to change the format from before, So I just put on automatic, right, So now you can see it's in percentage, right? So quick table calculations. It's really nice because it's just a few clicks. You don't have to do any running total percent. Agent. Yes, you can do pivot tables in excel, but more often than not, I see people doing it incorrectly and they don't know they're doing it incorrectly. Ah, and it results in a lot of mistakes or the Excel spreadsheet crashes here. At least a lot of it's just click automatic. It's in there, right? Let's do another one. I'm actually gonna get rid of this 2nd 1 just cause we're running out of space, right? Let's get rid of this hospital as well, right? Let's do another one. But this time, let's do difference, okay? And the difference is going to be the difference between this one and this one. The difference with this one and this one and so one. And I want to see where it's growing or words decline. So if I right click on that, I could go quick table calculations again. Let's go difference. And as you can see, there is now a zero in there because this is showing that it's actually dropped. And this is where our visualization comes in. Because now if I click on this and I drop it into color, right, you can actually see Oh, look at all these oranges right there, dropping and let's make it worse. So if I click on this and I change this to again my favorite red black right, you can see a man what is happening here? What is happening on these quarters, right? And you can start the conversation like, Why are we losing money? You know what is going on is that which region is and so on. Right, And maybe one more. Let's get rid of this one again. Oh, actually, if you were to go one and you want to you want to change it to something else, you can do that too. So let's just get rid of the color, right? If I right, click it and ago quick table. I could just change it to a different one. I can change it to running total. I can change it to, um, percent difference. And if I want to get rid of it entirely, I could just go clear, okay? And the last one want to do is rank. So if I do right, actually, the second last one, I'll do moving average after this. So go rank and rank basically puts him in order from highest to lowest with some sort of label. So I can actually use this calculation for this label. Hopefully, this isn't to advance, but if I drop that into here right and change the format back to that automatic one. Where is it? Automatic. Right it actually ransom now So you can see one. This is the highest, then this one, then This one And the rank is really useful for a lot of kind of different calculations. You may need to do right, because you wanna order him. So if I go highest to lowest, all right, then you'll be able to see it, right? Very lost. When we're gonna do is moving average, which is like, one of my favorites. So I'm gonna changes a little bit. I'm gonna go to, Let's say day right on may be maybe not. They may be weak, right? And the thing is, if you go, what's the average of this, right? It's really hard to see that. So I'm moving averages really useful cause, and you can see kind of how it flows and my guess it's going to do something like that. Okay, so here's how we do it. If we get sales, drop it in again. I'm gonna change this one to a line so we just click and see if I click it. It jumps from whichever one I'm doing. All right. So it's got a line okay. And we're gonna go right Click quick table, moving average, right, And you can see that it's smoothed out. So if I go forward and backward, see how it smoothed out. So moving average can consider as a smoothing function, right? For any of you signal processing people out there. Right? So if I go here, I can actually change how smooth it is. So I just go edit table calculation, and I can change from here. How smooth. So the more values I'm taking in. So the more moving average values I'm taking in, the smoother it gets. So this is the lost seven values it's averaging and so on and so forth. Right? And I could do that right, And the smoother gets, and then you can see a better picture off what's going on? Right? So let's just say I'm doing a 15 day moving average, Okay, do that. I close this and I can see it. But if I want to overlay this on top, right to see if it actually matches, I can just go right click Jewell excess, right, And it overlays them one on top of the other. And very important these axes, right? Our primary and secondary access. You want him to be synchronized, so you just right click one of them and you go synchronize access. And as you can see, it's smooth. It's done a smoothing function, right? Or in your data and again, we haven't even touched the keyboard yet. And moving average hot. It's just so useful, and you can keep changing and keep tweaking it. So if you want it like, ah, maybe we need a bit smoother. Let's go 30 right? Even smoother then. Okay. And what I like to do is like on this one. I would make this a little bit more opaque. Okay, Make this line a little bit thicker, right? Cause that's really what I'm interested in on. Let's change this to read. So we go change the blue ones or bread, make the sales blue and go. Okay, right. So I can really see what's happening here. It's hard to see it just on a bar chart, but I can see it's well, actually, we are climbing. Okay, so that is a really quick, quick table calculation, you know? Ah, lesson. So I hope you got a lot out of it. You will have heaps applications for this Hope you enjoyed and see you next time. 10. Your First Dashboard!!!: All right. Here is the fun part. This is what distinguishes that from Excel. This is what takes it from Excel and a spreadsheet tool to business intelligence. Are you ready for it? Okay, you better sit down for this. All right, let's do it. So we're gonna build what's called a dashboard, right? And a dashboard is really It's a collection. Off sheets, right? We built lots of sheets. We want to put it into a single view now. Right. So here's how we do it this middle, but it right out of the three. Okay. You see three buttons. The 1st 1 is new sheet. The 2nd 1 is new. Dashboard in the last one is new story, which will get too much, much later. Right. I'm gonna click this 2nd 1 Okay. As you can see, this symbol looks different. You got now this little two by two square and you'll see the sheets that we've created on. What we can do is we can drag and drop these sheets to build our dashboard. And I'm gonna just make the high a little bit less right just so you can see it. So that's the border. There okay. And I can bring these in however I like, and it's going to tile so that it looks nice. And what I mean by tile is like the first one's gonna take up the whole thing. The 2nd 1 C depending where my mouse is. I could actually have a You know where I want it. Ah, common mistake people make is they put under here. So don't put it in this blue section. This is like where all your legends are in your filter. So just make sure it's not in there and just putting it kind of here, So I'm gonna put things in and around. You can always change it. Right? So we got that. I'm probably gonna bring this one over here. Ah, ah, ah, no, it doesn't matter if, like you kind of miss it up a bit, it will keep just doing what it does. Right? Let's bring this here. You know, we got Finland, we got that. And we don't need these ones here, so I'm just gonna get rid of it. So if I click here on the bottom, get rid of this. You can always bring it back, but we're not gonna go through that at the moment. Right? So we now go Ola graphics Granted, we need to do some formatting which we'll get to later. Right now if I come here right? And also, if you minimize this right, if it disappears by accident, just click this little but it right, Because I know a lot of people freak out when they do that, right? So if you do that, you now have your dashboard. That's a dashboard like any other. Sure. Why couldn't you do this in excel? Well, this is what you can do in excel if you click on one of them, right? See how it's all It's activated now You got a border around her and you click this button right here. This is the use as filter button. Okay. And then this is what it does when it's off and I click this Nothing happens, right? See, Nothing happens if I activate and a click France watch. Everything changed. If I look at Germany, everything changed. Right? So what this allows me to do is dive into my data. So if I go Italy right. Italy made just over 100,000 and office supplies that had a massive spike right there spending 50% on consumer right there. Moving averages kind of smooth that they have a massive spike hair. Or what about the US? Let's check out the U. S. But you can do this on multiple sheets, so let's go ahead and activate all of them. All right, let's get nuts. Get nuts. All right? As J. Lo says, Okay, so now I can do a deep dive. So if I click on United States right, I could go while they're doing a lot on technology. But what's going on with furniture? Let's have a look of furniture, and it's gonna keep filtering, right? And I go while look at their sales what happened at this point? So if I click that one, even that one will filter. Right? And this is where now you can just be as creative as you want. Also to de select. I'm just clicking again. Right. Um, this is where you can be as creative as you want in terms of interactive nous. Okay. And if you really want to see the craziest things when it comes to this to kind of open your mind off what you can really accomplish. There's two things. There's well, there's like, really three. There's this thing called Iron Viz. Okay, where the best like designers and developers on the planet come together. It's sort of like Iron Chef. If you ever watched that and they designed the most amazing amazing that I have no idea how they do it. They do in like, 20 minutes. It's insane. There's that. You also have tableau public. Okay, so you go there. What was the other one? Iron vegetable I am make over Monday, which I think it's from the UK, right? So do that one. So tableau public is where a lot of people publish ways is all gallery. Here, right is where a lot of people publish their dashboards and you can check it out. And there's so many creative things I don't like. This is all done in tableau, right? That's nuts. That's crazy. I can't do a lot of this stuff. It's just blows my mind. But that's not the point. The point is to get ideas from people and share and, you know, be involved and talk to these people and get in touch with him go. How did you do that? You know, that's the most exciting thing about tableau in that it's such an open community. Look at this. This is seating arrangements. I know. Is this eating? I don't know what it is crazy, Right? So you couldn't do that, then. Makeover. Monday is another thing, right? Makeover Monday is I think it's like every Monday or every something in the month, right? They release a daughter set, and, um, then you can see, like how different people will interpret the same data, right? So if I go gallery, let's have a look with some of the stuff they built. All right, let's see, we 29 thing is just rendering still. All right, I'm still going. Yeah, it's a lot of graphics. There you go. All right, so you can see that these are like the same datasets. But look how the representing in there putting graphics, right? And this is all based off what you just learned. It's all the same stuff. It's just a little bit more off creative stuff that they've added in their little tweaks here and there. So the gap between you and these people isn't as biggest you think, right? It's It's probably only, like a month away. It's incredible. The things you could do with just these basics. Right? So you have basic. And now don your first dashboard. Congratulations. Go out, have a kebab. McDonald's, you know, classic Angus with some now gets or something like that. You wanna go? Burger can get a big in the locks. Whatever it is you want to spoil yourself, get it? Because you just build your first dashboard, baby. 11. Basic Formatting, Creating a Picture and Printing to PDF: all right. The very last things we're gonna learn in this section because we're now coming to a close is just some basic formatting, right? And then how to export this as a pdf. So you can start, you know, showing your parents and your girlfriend and all that kind of stuff and your partner and your dogs and all that comes off. So here's some things we can do to tweet. First thing is, if I scroll down here, I want to add a title. So I just click on here, right? And I've got a title. And if you want to edit this, you just double click and you go my first dash board. And by default, it's going to name it. Buy whatever you named them here so you can see sheet to is named from this. So if you change this one at the bottom, it will change the one up here. Okay? And what I've done here is I just put a center justification. I just put a bold on it. I'm gonna make a blue. Okay. I'm gonna make a 22 thes air, my standard settings, and you go OK, and I can see here. And you're gonna just this size however big you want. OK? First thing, um, the other things I would change here is, for example, in here. I can't really see the names, so maybe I'm gonna put this on the left side. Right? Let's put this one on top of the other. So a lot of this is just not a tweaking. Let's rotate this. Use that transpose function. Okay, let's make this a little bit narrower. We don't really need it to be this wide. Okay, let's go here. Let's make this one a little bit less. So now we can see the country is a little bit better, right? I can actually rotate this. So if I right click and go rotate label and I have the region's here, and I have this little white space that's actually the headers here. I could just get rid of that. So hide, Okay? We don't need country because it's obvious their countries. Okay, let's make that categories. We have this label. We don't need a we just hide, okay? And this one, you've got profit sales. Or did it this Actually this one's actually not too bad, but this one should actually maybe be a bit longer or a bit higher. All right, look. So Okay, right. This one would probably leave as is, we don't need this 2nd 1 because we remember we've synchronized the access to actually hide one of them. Um, this one is fine. And now what we're gonna do is we're just gonna introduce some labels, right? So same thing with the titles we could just double click here on sheet, too. Let's call this by country. I always do that with the oak. Right on. Let's make it center justified. Okay, let's do this one by. I think this was by segment from memory and the short kind. Amusing is control E on your keyboard to get center. Justify so control L control right. Control are for the right. A little shortcut. This one will be profit and sales over time. Okay, control E. This one will be, um, moving sales. All right, Control E, um, and this one, I think this one was by segment by the matter. Control e and Okay. Right. And that's basically the formatting I would do and to see how it looks. And there's one of the things I do like about tableau and that it looks very sleek. It looks very clean. Click view. It's just so like, I feel like I'm in the eighties again. I wasn't even I was born in 1987 but I I feel like I'm in the early eighties when I see some of the click view designs, right? Just look so old and dated, right? So from here, I can now save this as a picture. As a pdf France, I'll show you both of them. If I click on dashboard up here, I can go. Copy image. Right. So that's now on my clipboard. I can open up Maxwell paint and just go paste right and corrupt. Now, we can do whatever we want with this. We can attach it to an email. Right? You do it that way, or you can go file print to pdf. Okay? And you can change it from entire workbook. Means it's gonna print each one of these individually. But we don't. We just want this one. So we just go active. She we wanted to be a four landscape tango. Okay, right. It's gonna ask me where I want to save it. Let's just go. Downloads save gonna do its thing to a trigger trigger trigger. Right? And there you go. The only reason I don't like using PDFs icon size or add it to other things. Like, if I'm gonna put in a word document or, um, I'm gonna put it in an email where I gotta add some text on me. I can't really do that. But some people like using the pdf function, and that is basically it. You can now do tableau, right, So you can go ahead, do the beginner course that's coming up, or you can just go have fun, go play. Chuck keeps a data and do graphics play with different things. You know, you can even use this. Show me right. You can do all sorts of different graphics in here. I just play. Just have fun, right? It is endless. What you can do with this kind of technology is just incredible. All right? It just goes on and on. It's just so simple to, you know, do things. And you could just go undo you make a mistake. Just undo Easy, right? So I hope you enjoyed. And I will see you at the next section. 12. Traditional Analysis vs Modern BI: all right. Now that you've done the first section, you kind of have an idea off what Tableau desktop is. But there's so much more to tableau than just tableau desktop. That's actually just one component. There's actually Tableau prep. There's Tableau Conductor, which is coming soon. We have tableau online. You got tableau server, and you also have Tableau Bridge. Okay, so I'm not explain individually what those are just yet, because I want to relate it to how business is run at the moment for most companies, so traditionally, information flows like this. Let me just get this sizing right. Just don't see it very well, right? So the way it works is usually you have some sort off information flowing through. Whether it's Excel files, Oracle, Salesforce, hob spot wise in that whatever may be whatever information you have, right and then that flows into some sort of Excel spreadsheet. Usually it's one right if you want to keep it simple, but in a lot of times, I know it's multiple Excel files or linked together two other Excel files, which is a mess to on to justify to order to defend, to order, because it's just so hard to manage. Right then from there, those Excel reports will create reports alright, so they'll flow down to reports multiple reports, reports for different people. So if you imagine this is each of the regions, you prepare a single report for each region the very time consuming. When the information comes in, you have to analyze it. You have to prepare the same way every single day so it can get repetitive for business as usual operations. Right? So this process from getting up from your road daughter old waiting here. In my professional experience, this is extremely time consuming for anyone that handles daughter. You're looking anywhere between 50 and 80% of your day or your week spending. Just preparing this kind of information. The insights off running a business don't happen until about this section here, right where you've actually got the result. It's going to the managers. They deliberate, they discussed. That's interesting. Let's look into that. So we're spending about probably 25% isn't I guess right as a ballpark. 75% here, right from when I see in most businesses and the most businesses that I've spoken to, the added problem off this model is that when you get to this report stage, you just have an Excel file or PdF or something like that, and you email this out to who knows how many people I've seen reports going out to 40 people every single time, and it turns out no one even was reading it right. It was just a legacy report that we've always done, and we're gonna continue doing so and because ah, lot of employees are trained to just say, Here's the process. Just do it. Don't ask questions, they'll just keep doing it. And there's no way to govern the usefulness of information that we create. What happens is when you send out these Excel forms thes pdf forms, you start generating ah, lot off copies off information, right? So eat. Imagine each of these is an Excel file, and these are version. So I sent this one out and then next week it's another version out. But I didn't name it properly. I rarely see people naming their files properly, so I'll see exile copy off. Copy off whatever file will be No day. It won't say who would who made it where the data came from. So there's no traceability or transparency and in the in the information, very quickly, depending on how larger organization is, you end up with, you know, share drives and servers with just heaps of information. No one knows how it got there, and it's just a miss. This is one of the most common problems off traditional analysis. Right decades ago, there was only one person using a computer, so this was never an issue. Today, 2019 even the loss. Five years, 10 years or so, everyone uses computers. If you go into a company and someone uses Excel there, an analyst doesn't matter what their job title is there an analyst, right? Therefore, we need tools that really help us do this kind of job. In the modern era, we need a business intelligence tool that can handle the data and share it properly in a very efficient way. I just had KFC, so my throat a bit that those wicked wings, you know, therefore we need a business intelligence tool, right? Enter tableau. So let's look at how the tableau model looks. Let's go over here so pretty similar. You have information coming in right comes in here. It's cleaned up and prepared, much like Excel does. Then you prepare your graphics, you send them out into individual reports, Okay? And then they funneled down to the people. Okay, So instead of files thes imagine these are people, right? And these area managers, your colleagues, whoever. Right. But here are the differences. So I mentioned there was multiple products in the tableau lineup. The one we've been looking at is only this part right here, and we're not even talking about the cloud yet. But the entire set up off tableau actually works like this. If you have your road data set right, which is all this stuff up here? Okay, That feeds into another program called Tableau Prep and Tableau Prep was designed to clean up your data, but similar. If you've ever seen Excel macros in that, it's like it's got Member. It's got a memory. No, not maybe don't think of his memory on a laptop or hard job, but it's like it remembers. Okay, So when you feed the information in all right and my monsters turned off when you feed the information in as your cleaning it it actually stores how you're cleaning it and usually what happens in business. This report structure never changes. It's got the same. Call it columns. It's got the same column names. The only thing that really changes is the content inside right, but not the structure. So if you've got dates in a column, there always dates right. You're not going to suddenly have someone's name in there unless off course, the dot is not cleaned or prepared properly. But that's where Tableau Prep comes in. Tableau Prep is a great way to clean up your information, such that the next time you download that data. Let's say next month you come in here and all you press is refresh. You don't have to rebuild the model in Microsoft Excel. A lot of the times I see is that when the information comes in from this section, and then they do the analysis, they have to do the announces from scratch because I have to get the daughter that to do the pivot tables after refresh the data have to create the graphics out of the former as a lot of repetitive work that happens there with tableau prep. It actually it remembers it. So when you come in next time, right, because these are actually got live connections, you don't have to load it in. You just press refresh and your daughter is ready to go. Okay, that's the tableau Prep are now. What's coming soon is what's called tableau conductor because tableau prep, the product itself is only about a year old. Right? It was. It's still in its early phases, but it's an amazing software, right? And what happens with tableau conductor is if you remember your Excel file and you're loading up, um, and Excel also your loading that excel into a tableau desktop to do your graphics. This is what this part does. So when the information comes in automatically, this thing runs automatically. This feeds into your dashboard automatically using tableau, and that's really easy to set up, right? We did it in like I think the first time we were trying to figure it out probably just took us 20 minutes to figure it out. Once we knew what it was doing, every single time we had to set up, it was just a few minutes, right, and I'm gonna walk you through that in this course tableaux conductor feeds into your desktop. And remember when I said, you know, you build it, you said it and then you forget it. Well, that's what this part does. When the information comes into your tableau desktop, you don't even have to open it. You just press play. Sorry. You don't even press play. It feeds into here. And then there's another product called Tableau Bridge and that presses play for you. Okay, This thing you can run on a schedule, which is what I do. And actually, I'll give you a little look as to what it looks like. This one down here, right? This is actually Tableau Bridge. And throughout the day, this is actually just running them on schedule. So you can see three or six. It runs every hour or two hours or every day or every three days, or every full moon, whatever I want. Right. And and therefore, when you get up to this stage, tableaux bridge creates all these dashboards, right? So you've built a dashboard tableau bridge manages them so you don't have to publish them every time. It just takes care of it for you then because this whole thing is on the cloud. It's what's called self service analytics, so I don't have to email these out to people. What happens is the people down here logged in via, like Google chrome or Internet Explorer, wherever it might be. They log in and then they can go ahead and view their dashboards and they can interact with them. They can use their filters. That's if they go in themselves, which they can do so on. Mobil's on iPads laptops someone else's laptop because it's on cloud anywhere you're gonna insert Internet connection. You can view the data, and there's also added features of the cloud where you can subscribe to this dashboard. Okay, so basically, when this thing triggers the tableau bridge, it will automatically trigger this one to send the report to this person's email. So in for my bosses, for example, this is what my day looks like. Actually, I'll show you what my day looked like a year ago. Okay, I would at the start of the week, myself and my arm colleague would have to manually download each of these right from each of the respective systems we'd have toe finally in two marks off Exile would have to clean it up. We'd have to prepare a dual the graphics tool, the charts. Then we have to produce each report, right? They had a special way of being built, and then for each of those reports, would have to send them out to specific people by email. Okay, this took about 60 hours a week. So 30 hours from each of us, extremely time consuming, right today. This is how it works for us. So we got the same ones here. All right, let's do that whiter. Right? What happens is this is on schedule. Okay? This is daughter automatically feeds to us, right? And then Tableau Prep pulls. This information in automatically would have to do anything right. It runs its flow automatically. Tableau conductor does that right. From there, it feeds into tableau desktop automatically. Then from tableau desktop, it gets fed into the dashboards we've already built. Right and tableau Bridge does that Okay. At this stage tableaux bridge handling that feed. Then my school down. If I scroll down high school down. Right, because these dashboards are now live on the cloud, right? My colleagues, my bosses, they'll get a notification in their email saying the latest stats are in Here you go. So before they get to work, in some cases, older data is ready to go Older information. They can subscribe to as many dashboards as they want. We've got well over 100 dashboards, and they could just pick and choose which ones they want. And we can collaborate in the cloud. This whole process runs automatically. So in the morning, all I do is I press play from a different system, which is a one of our servers. I just have to say I'm in today. I log in to put the security possible it in, and then this just does it automatically comes through like that sends out, right who I think I presses you. All right. It comes innocents on This whole thing is done in about I'd say 10 minutes right in about 10 minutes compared to the old one, which is 60 hours like significant improvement. Right now, I feel quite this to money. Even if this was, let's say, one hour would say this was one hour right? So that's improved by a factor of 60. If you multiply that by like a salary. So let's say it is like 59. Let's go. Thanks. So right. So let's say I'll do a new sheet. Let's 8 59 hours or 59 for two of us times 35. That's $2000. Um, a day, right? Sorry, not a day. That's a week. But we can run it five times. Every we can run it any time. One. Really? So if you multiply this now by what's this? By a week? By about 50 weeks, let's say, or 48 weeks you're talking $100,000. But the value isn't just with that with that, because we now have more time. That means we can build more dashboards. And if we have more automation, that means weaken service more the dashboards. We can maintain them. It takes a lot less time to maintain them. And it's kind of like this snowball effect off development when suddenly anything you want to develop, like all these new ones, you want to build dashboard 56789 10. Right. You can do it in minutes, right? We couldn't do anything anywhere close to that, so that should give you an idea off the difference between traditional analysis and modern business intelligence. Have you got a lot out of that? If you have any questions or you want to discuss this further, it is a hot button topic, please, for 40 0 please feel free to reach out to me. Hope you enjoyed, and I'll see what the next lesson.