Tableau for Beginners - Part 1 - Introduction and Accelerator Program | Jed Guinto | Skillshare

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Tableau for Beginners - Part 1 - Introduction and Accelerator Program

teacher avatar Jed Guinto

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Watch this class and thousands more

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

Lessons in This Class

21 Lessons (2h 53m)
    • 1. 1-1 Welcome to my Tableau Course - Who am I, Salaries, What brought you here

      9:59
    • 2. 1-2 Quick Demo Guide, Excel vs Tableau (Udemy Blog Link)

      5:55
    • 3. 1-3 Tableau Environment Public and Desktop Installation

      7:45
    • 4. 1-4 Free Tableau License for Students and Teachers

      1:24
    • 5. 1-5 Tableau Installation Troubleshooting (Links)

      2:31
    • 6. 1-6 Tableau Certification 3 Levels (Include Links and PDF's)

      4:25
    • 7. 2-1 Welcome to the Accelerator Program

      0:57
    • 8. 2-2 Loading your Data Set (Data Set Download)

      5:54
    • 9. 2-3 Columns and Bar Charts

      6:12
    • 10. 2-4 Line and Area Charts Discrete and Continuous View Data Quick Switch

      10:36
    • 11. 2-5 Pie Charts Show Me Labels Quick Build

      8:45
    • 12. 2-6 Formatting Bar Charts Colour Scales, Colour Choice, Create new sheets, Sizing, Labels, Toolt

      11:41
    • 13. 2-7 Formatting Lines Colour Pallettes, Sizing, Label Variations, Tooltip

      9:12
    • 14. 2-8 Formatting an Area Chart

      7:57
    • 15. 2-9 Formatting a Pie Chart

      10:02
    • 16. 2-10 Quick Table Calculations Running Total, Moving Average, Multiple Measures, Moving Average Ex

      14:35
    • 17. 2-11 Dashboard Development Layout, Dashboard Sizing, Titles, Formatting

      15:36
    • 18. 2-12 Tableau Public and Desktop Copy, Export, Print to PDF, Print, Print Screen

      9:51
    • 19. 2-13 Publishing to Tableau Public (Provide Links)

      6:04
    • 20. 2-14 Your First Assignment

      2:34
    • 21. 2-15 Assignment Answers

      21:34
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About This Class

WHO'S THIS FOR? - This course is designed specifically for those who do not have a data background or experience and want to be more efficient in the way they clean, prepare and share data.

Problems you’ve probably Experienced with Microsoft Excel

  • Excel becomes slow or crashes when you have lots of rows of information or too many charts

  • It’s difficult to remember or write formulas

  • You can’t remember which file is the latest version and end up working on the wrong one

  • It’s annoying having to email multiple Excel files to the same people everyday

  • It takes hours create a usable and robust dashboard

  • Takes hours to investigate data and find patterns/trends

What is Tableau?

Tableau solves all the above issues!

The beauty of Tableau is its intuitive nature and makes it easy for anyone to learn it. When getting started its mainly drag-and-drop visualizations. What would usually take me hours/days in Excel I can do in a few minutes in Tableau.

Another advantage is that don’t need to have any programming/data experience like I did a few years ago! In fact, there is no programming to be done which is what makes this tool so desirable for beginners like you!!!

Course Structure

1. Tableau Desktop: 1 Hour Accelerator Program!

  • Connect to your Excel data using Drag-and-Drop

  • Basic Bar, Column, Line and Pie Charts

  • Colour Coding and Text Labels

  • One Click Calculations: Running Total, Moving Average and More

  • Building your first dashboard in seconds

  • Basic Formatting and Print to PDF/Image

  • FREE eBOOK!!!

2. Tableau Desktop: Beginner

  • Simple Charts: Pie, Bars, Area and Lines

  • How to Filter your data with a few clicks

  • Basic Arithmetic: Learn to add number fields together

  • Aggregates: Calculating Totals, Average, Maximum, Minimum, etc.

  • Another FREE eBOOK!!

3. Tableau Desktop: Intermediate

  • How to connect to data using Live and Extract methods

  • Cleaning Data: Splitting combined data into multiple columns

  • Create IF calculations, Rounding Numbers, Absolute Formula

  • How to extract letters/numbers from left and right side of text

  • Trimming extra spaces

  • Quick Table Calculations: Running Total, Percent of Total, Rank

  • Build maps in seconds using the double-click method

  • Create forecasts using drag-and-drop

  • Create interactive dashboards

4. Tableau Desktop: Expert

  • Add data to another table easily UNIONS

  • JOINS: Combine two tables together using a common field

  • Create a Reference and/or Trend line anywhere on your visualization

  • Use parameters to change values on the fly

  • Create sets to group your data for further analysis

  • Learn new visualizations such as Histograms, Funnels, Donuts, Dot Time, Jitter and more

  • Add additional views for Mobile and Tablet

6. Tableau Online – Cloud Platform for Data Sharing and Collaboration

  • Design an entire online site (Cloud) from scratch

  • Publish your dashboards to the Cloud

  • Learn collaboration filters such as subscriptions which send your dashboards to people on schedule everyday

  • Learn Alerts which send you an email when your charts reach a specific number

  • Manage an entire cloud platform and all it’s users

7. Tableau Prep – Data Cleansing that works 10 times faster than Excel

  • Combine similar terms together under one heading using “Group and Replace”

  • Convert all text to upper case or lower case in one click

  • Remove extra white spaces from the beginning or end of data

  • Join data together simply by dragging and dropping one on top of the other

  • Add data together by dropping one data underneath the other in one click

  • Create a flow that remembers how to clean so you can just press PLAY tomorrow and it will clean it for you just the way you told it to

Meet Your Teacher

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Jed Guinto

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Transcripts

1. 1-1 Welcome to my Tableau Course - Who am I, Salaries, What brought you here: Hello and welcome to the course. My name is Jude quintile and I'm so excited to be sharing this course with you. So let me start with just a little bit about myself. I started my career actually as an aerospace engineer. And I spent many, many years doing that and studying and working in the industry. And eventually about five years ago I switched careers and I am now a senior analyst and I get to do things, all data, predictive modelling, analytics visualizations, and they get to do all that stuff. And that's what I'm gonna be sharing with you today. So since about 2014, I have been teaching on do Demi and that's kind of where my online training started. I've got close to 200,200 thousand students there now, close to 0.5 million enrollments, which is just nuts. If you had told me that five years ago and I'm very excited to now be teaching on skill share and sharing with all of you everything I will be teaching in everything I know. I also have a YouTube channel where I publish new videos three times a week. And it's just videos when people get in touch with me and they're stuck or they don't know what to do with the Got a question and I'll do a video for them or just topics that I've heard or new things that I've seen our publish there. So getting into kind of the first topic, which is what has brought you here today because this is really about you. A majority of the time people take my courses cause because either they lost their jobs or they're starting a new job, or they hate their current job and they want to get out as soon as possible. They want to get into the analytics field and they don't know where to start or they have 0 skills like I did years ago. Or they don't have any of the necessary skills to even apply for jobs, or they simply just want to upskill. I get this stuff all the time. In this course, I'm gonna teach you how to go about all those problems. Because I'm gonna teach you not only the analytic side of using a particular program, but I'll show you how the entire industry works. I'll show you how the job industry works, how to apply for jobs, how to keep your jobs, and how to ultimately succeed in those jobs. So that being said, let's talk about jobs. So here I am in LinkedIn jobs and I'm gonna do a very simple search. So I've got analysts here and I'm searching in India. And I really just want to show you how many roles there currently are for analysts and is just analyst has actually lots of different types of analysts to different types of programmers and they have different labels, but this is the most general term. So in India at the moment there are 47 thousand results with 1316 new ones. And this is correct. I mean, there's new jobs all the time. So looking in Australia where I am from, Ozzy, Ozzy, Ozzy Oy, we have 8 thousand jobs at the moment, which is just massive like all sorts of industries. Let's try the United States. We have a 0.5 million. So I mean, there are heaps of jobs and it makes sense why there's so many jobs. Years ago, the internet started getting good. You know, everything started streaming faster. Our mobile devices got better. We started storing more data. We start tracking more things. And with that much data, someone needs to process it. So the number of analysts that they needed in the industry just skyrocketed and it's getting faster every single day. Now, data scientists becoming prominent, being practically every company I know is really getting into the AI field. And a lot of these guys started off as analysts, as programmers, and that is probably where you're starting today. So let's talk about salaries and pay less all about compensation. So this is in a Schreier because I'm from Australia. And this is to give you an idea of what you can expect in the industry. So as a basic analysts, just basic, that means if I was to describe a average data analysts, it's someone with probably intermediate Excel skills. And that's basically it. There's not much more to it, like I would say, basic Excel skills. And you have maybe some experience from just maybe one job or something like that, but nothing extensive. $72 thousand a year as a median, I would say it's pretty close. A lot of people have worked with their starting salaries was probably 70 thousand or so. Probably closer to like 60 to 70, I would say that's kinda roughly the bracket. I would say also that this is your starting salary as you progress in your skills. So for example, with me, I've started with Excel and then I started doing access databases, then I started doing servers. Then it's hard to in tableau. Then I started doing all tricks and started doing like data flows and cleansing. Now getting to artificial intelligence and doing all that in the span of like three or four years, you can easily go from 72,002, well over a 100 thousand. If you get really good, worth talking, a 150 thousand. And there are some people I've met who are in the $200 thousand mark because they're just they're skills in terms of how many programs they know their experience in the industry has just grown so much in such a short period of time that there's just really not that many of those kinds of people. And you can totally become one of those people. I mean, gaining access to knowledge and information these days is so easy. I'm going to be teaching you everything I know about Tableau. And Tableau is already sold valued in the industry. So that I mean, is simply just fantastic. Looking at a business analysts, it's about the same, slightly higher, because a business analysts is a little bit higher, you do a lot more strategic stuff as well. And then getting into the data scientists, 92 thousand. And I would say this is under, this is well under for the data scientists I've met, it's practically starting salaries probably like 110120. I would say that's your starting salary lists. Like the company doesn't even know you yet. And when do you get good and you start establishing yourself via 100 fifties and so on. So no shortage of jobs and the pay is just awesome. So let's talk about this, the skill share course itself. So let me just bring that in front of you. Let's bring that here. So let me talk about how this course is different. If you only want to learn how to do a pie chart or bar chart, or a map or something like that. That's all you want to know. You could literally take any course on skill share on Udemy on edge, you learn on LinkedIn, Learning on, you can take that anywhere. Discourse is not going to be like that. I'm not gonna teach you just how to do a visualization. What I'm going to teach you in this course is how do you take real data? And we're gonna be using real data, data that I have experienced and worked with in the industry. And how do you process it? How do you clean it? How do you find inside? How do you explain it to stakeholders? How do you persuade people to take action? How do you create movement? And how do you do all of that through data, through tableau, by making information accessible, making it easy to understand. That's the part that doesn't necessarily have an instruction booklet. Anyone could do a line chart, but not everyone can explain a line chart in a way that creates action for industry to change or business to change or for a group of people to take a new direction. That's ultimately where data is going to become a data-centric community, a data-centric industry, so that you make decisions using data, using science. That's what you're going to see and learn in this course. So let me show you how you get started in this course. The very first thing you wanna do is you'll come down here to resources and you're gonna see two resources. The first one is a PDF and the second one is an Excel file. The XML file is what we're going to be using for the Accelerator program when you get into, and that's basically section number two. And we're going to have a data set and we're going to work through it step-by-step. I'll show you exactly how to do the basics of Excel. So this data set is not going to be super dirty or anything like that because you're just getting started, but it will get dirtier as we go along. This first one is the PDF. So if you open that, you're gonna get this document. And this is going to give you heaps of information on everything in this course. So there's an index. Indexes are contents and this will tell you what's in this document. And for each video you have a description that goes through exactly what's in there. And if there's any links I mentioned in the video there, right here. So you can just click these purple ones. And it'll take you to exactly what I'm talking about. Things like when you when it comes time to downloading the software, installing it, talking about pricing using Tableau Public special licenses for students and teachers, talking about the different versions you can get certification. There's even a quiz. So if you want to test yourself that you can take this quiz and then the answers are at the very end of the document, no cheating. And then the section two, which is the accelerator accelerated program, will go through all the core functions of getting started with tableau. So this is typically what I teach people when I first start with them. So if I'm doing a one-on-one session with them that goes for about one hour, two hours. This is the core things that they asked me about that I've kind of experienced over the last several years in teaching Tableau. And again, you'll have all the information you need. Links. If there are any like Tableau Public online, then we will get to the assignment. So by the end of this first part of the course, you'll be able to build something like this, which is just fantastic for someone who's possibly never done anything like this. It's actually remarkably simple. And then we go through the answer. So I'm going to have a video explaining exactly how I went about creating those things, the individual steps so you can see exactly how it's done. And then you can practice again if you want. And then another quiz. Now, before we sign off on this video, I will mention this is part one. This is part one of this course. So this first one, you're gonna take it just to get you into, there's gonna be a beginner section, an intermediate one, an expert. Then we're gonna go through Tableau online, Tableau bridge, Tableau server, Tableau. We're going talk about automation. We're gonna talk about the job industry. There's heaps of content coming your way. This is just to get you started. So on that note, good luck. Enjoy the course, and I will see you at the end of it. Well, actually I'll see you at the next video. Hi. 2. 1-2 Quick Demo Guide, Excel vs Tableau (Udemy Blog Link): We're going to start with a little demo. And the main reason is some of you have probably seen Tableau, some of you maybe heard about it. Maybe your grandma told you or your neighbor or your dog whispered it to you? I don't know, but we're going to see it in action so you can see exactly what it is. Let's start with the data set. I have a very simple data set in here. You've got words, you've got dates, you've got numbers, you've got what else you got here, you got some percentages, some negative values, pretty standard data because you have columns and rows of data. So cool. What we want to be able to do is visualize this to find something out, to learn something about the data. While this Salsa is, imagine all the Walmarts in the United States. Okay, so we've got grocery stores. We want to know well, which ones are the most profitable, which ones are the least profitable? So we can do some really interesting things. Let's say I wanted to see by state which ones are the most profitable. Well, just from double-clicking the state location, I can do maps. Very easy in Tableau is intelligent enough to figure out longitude and latitudes for locations. Maybe I want to see this as a map, alright? And I want to see the profitability. I can just double-click and straight away, I can see that Texas is the lease profitable, right? It's actually $25 thousand under so they owe the rest of the groups a lot of money. Whereas you have California, which is probably the most profitable along with the, along with New York. Very simple visualization. Let's do another one. Let's say I want something a little bit more granular. Let's say I wanted to see by city. So let's go city. I can see in even more detail. Let's have a look at who is making the most sales. I could put it into color. Alright, little bit hard to see. Maybe let's put it into size. So now the more sales they have, the larger the circle. Maybe we want to highlight this a little bit more. I can actually change the color. Let's make this red-black reverse. So I can see these hotspots. Pretty cool, right? So you can do that. Let's do some more basic ones. So let's say I wanted to know by segment and by, let's say, category and subcategory. I want to know the quantity, right? How much do we sell or how many units in each of these groups? Not the best visualization, kinda hard to tell. What's the highest number, what's the lowest, what's the average? It's hard to see those things. Let's reverse this. So I can see it like that. Maybe we wanna make it a heatmap. So we can use this little Show Me button on the top right to help us is especially good with beginners. Let's pick a heatmap. Alright? So I can see it straight away as a heatmap. That paper is actually selling the highest. Maybe I want to see this as a tree map. Okay? Maybe I want to add some color here so that each one is separated differently. I can reorganize, I can have different, I can see these stars are in so many different ways. Maybe we showed this to our boss, right? And our bosses, like, I don't believe in squares. So let's see, it has bubbles. Alright, you can do that. Let's look at line charts. For example. I have a date here. I can tell by little calendar. Let's bring that in. And I want to see again, maybe keep it simple. The profitability over time. Let's double-click this not very interesting type of visualization. Let's make it into a line chart. Okay, so now we have a line chart for every year. But I mean, I need to know by month. So very easy. I can just expand the state and now we can see it by month. Alright, maybe, I'm sorry, by quarter. Now let's have a look by month. Maybe I can go even further. Let's have a look by week. Alright. So we can have some and profit. Let's put sales on top of that. Alright, so now I have sales here, and let's look also the quantity. I can put things one on top of the other. Alright? I can actually put them altogether if I really wanted to write very easily, notice that I'm not really using my keyboard very much. It's just drag and drop, drag and drop. This is the main reason why Tableau is so great for people who are just getting into the, in the industry. They're not very good with Excel or maybe they're no good with data or they're so new to it, or they're just coming out of college. It's so easy to learn. The youngest person I've taught was in there probably early twenties, like 1918, even pretty that age. The oldest was in their sixties, right? So there's no age limit because it's just so easy to use and it's actually really fun to use. So one other topic I want to talk about in this video before we close it off is the argument of Tableau versus Excel, right? I've actually written a blog about it. So if someone wants to, if you want to read a, I'll leave a description in the, in the link and it's all under Udemy. Basically, the two different tools, right? One does not replace the other. Tableau is a visualization tool. You feed information in there, you feed data, and then from there you're able to do these kinds of visualizations. Microsoft Excel is different. It is a spreadsheet tool, lets you actually create data from there. Yeah, you can do some visualizations, but it's nowhere near to the power of what Tableau can do, especially when you're trying to find insights. So Excel is sort of like the starting point when it comes to data. Anyone who's an analyst or kind of in that field, you need to have some Excel skills. The better it is, the better it is for you for your career. So that's all I'm gonna say for that. Hope you enjoyed this video and I'll see you at the next one. 3. 1-3 Tableau Environment Public and Desktop Installation: Alright, let's talk about installing the software. Tableau isn't actually just the visualization tool, it's actually made up of a lot of parts. So let's go through that and let's talk about how you can get your hands on the software, both the free version and the paid and how it all works together. I won't go into too much detail because it tends to kind of freak out new, newbies. So we'll get into heaps more detail later on. What we wanna do is on what you wanna do is you want to type in tableau here. So Tableau, and the way I like to spell it is because it's always confusing. Just right table and then AU, so table out. So we'll go here, www.tableau.com. Okay, here we are, and there's heaps of information here. Let's talk about the actual product. So you can see there's actually a lot of them in here. We're going to be covering most of this. Let's do a simple example. I'm going to open up my trusty Microsoft Paint. Tableau is actually made up of several pieces. Let's start with Tableau Desktop. So Tableau desktop is the visualization tool. This is where you're going to be feeding data in and creating those visualizations. Then there is a another tool called Tableau Public. Tableau Public has actually two things, the tool itself and the website. So Tableau Public tool, which I'll show you the link in a second, and I'll provide links to all of this in the description anyway, this is a free version of Tableau Desktop. The main difference is you cannot connect to as many data sources as you can in Tableau Desktop. So let me bring that up and just show you. So I remember when I said you got to feed the data into Tableau. Well, here we go. So here you can use, you know, the most basic things, exile text files, JSON, you know, if you know that access PDFs. But here in to a server, you can connect two heaps of different things. These are called connectors. Basically you're connecting two data sources in Tableau Public. You haven't got access to this in Tableau Public YouTube, you can only connect to, I think Microsoft Excel in a text file, and that's it. You also cannot save your file in Tableau Public. Alright, you save it locally. The only place you can save is what they call Tableau Public, the website. Let's go have a look at that. So if I go Tableau Public, alright, we'll go here. Alright. This is Tableau Public. And if I go to the gallery, what happens is you can create visualizations in Tableau Public, but the only place you can save it is by publishing it online. That means if you're going to be using Tableau Public, don't use any privacy marked information, customer information, anything that you don't want to be openly available online. That's the free version you get what you pay for, I guess you could say. But the good news is you can use Tableau Public To do this course, right? The only thing is you won't be able to do in this course are though things like connecting to, you know, kind of the bigger datasets to servers, that kinda stuff. You won't be able to do some of the Tableau online things because you need to have full license. But generally speaking, you're going to be able to do a majority, a majority of this course. So feel free to download that. If you want to go ahead and download on your own, right, we are showing someone else the easiest thing to do is just type in Tableau Public download. If you type that in, you're going to come to this page. You type in your email address and a an installation file will download from there. You just double-click follow the prompts, installs, and you're ready to go. It's very simple. You haven't got a lot of small files. Let's now talk about Tableau Desktop, the full version. So the full version gets you everything in terms of pricing. It costs $70 US per user per month is a, it is a subscription base. Okay? So you can buy this and what you will actually get, you actually get the entire platform. You get Tableau Desktop, Tableau prep builder, which is the data cleansing tool which we will also be covering here. And then Tableau server or Tableau online. It's kinda the same thing, which lets you actually publish your datasets to your own private server, which we'll also get into. Okay, so let's say you buy this particular licensed, the full license. So you basically click by now, it will take you through all these prompts for your credit card details and all that kind of stuff. We're not gonna do it. I'm not going to do it. You do that. And then what will happen is you'll get a license key. Typically it gets sent to you in an email and in that email is like an invoice. It usually sent into PDF files, but they'll send you whatever it is. And inside you will have a license key. With that license key, here's what you do. You go into this open, another one, you can just type Tableau Desktop download. And from there you're going to see this Tableau desktop. And very similar to Tableau Public. You can go try. Usually there's a link ego tries tableau for free, right? Sorry. Let's go back. I think it is this one. Download Tableau desktop. This is the one, right. You put your email address in. It gives you a installation file, and then you install it. Then what you do is when you get to tableau, when you open it up the first time, it's going to say, give me your license key, right? So you put that license key in and then you're ready to go. If you actually activated it in trial mode, which gives you 14 days free, you will open it up and it just looks normal. What you do is you go to help manage product keys. Then you click on activate, you put your key in, activate it takes maybe a few minutes for it to kind of communicate with the satellite dish or I don't know what it does. And then you have a full license. That is basically how you get your hands on the licence. There is a third method I'm going to tell you about. Let's say you're not sure about buying the software. Let's say you're testing a port for your company and you guys still don't know what the company wants to use and you don't want to fork out the 1000 US dollars that it costs. And you run into the problem that two weeks into the trial, you haven't finished your proof of concept because you're trying to demonstrate it for your team or your business. And 14 days wasn't enough. What you can do is you can contact Tableau directly. Typically you'll have your own account executive that is assigned to you. It's usually done regionally. So you have a tableau account executive that's in charge of a certain area and they can kind of see everyone that's downloading and all that kind of stuff. And you can get in touch with this person or even just the sales team and say, I am testing out this product for my company. And we are still not sure if we want to continue with this is a possible to get an extension on the trial period. More often than not, they'll say sure, we'll give you another few weeks or whatever it might be, because ultimately, they want to sign you on as a client, they wanna make money to their business as well. So if they give you a little bit of a helping hand, slightly longer or trial periods, and you both benefit. Fantastic. And that is the last kind of method. Hope you enjoyed it and see you at the next one. 4. 1-4 Free Tableau License for Students and Teachers: This video is for teachers and students, and there is a way for you to get a free license. Let me show you. So if you head over to Google and just type in Tableau for students, and click on this link. You'll get to this page and you can click this button right here. You can fill out these details. And basically you are trying to show Tableau that you are in fact an official student of an official institution. From there, if you fill this out, you should be able to get a license. If you are a teacher, you can type in Tableau for teaching. Click on this link right here. It's teaching and as well as researchers. And if you click on request individual license, you can fill out these details similar to the student one. And again, you're just trying to prove who you are and where you're from. And if you read this first part, provide the following information to unlock your free one-year license to activate Tableau desktop. That is the visualization software, and then Tableau PrEP, which is the data cleansing software for teaching and non-commercial academic research. I was doing academic research at 1, I was doing my PhD. And you need to clean a lot of data. I was doing mine in aerospace engineering and composites. It's a long story. I don't wanna get into it, but you will need to clean a lot of data. So fill that out. The links to these will be in the description. So follow that and you should be able to get your license. 5. 1-5 Tableau Installation Troubleshooting (Links): In some cases, when installing Tableau Desktop, you may run into compatibility issues or some conflicts with the system security. This tends to happen a lot with corporate environments. We are working in companies and you have your IT department putting security settings and all sorts of things on your computer. And maybe the latest version doesn't work, but it may not just be about security. That's ok. There is a workaround to this. If you go to Google and go Tableau, we're gonna go to the main site. Then we're gonna go to resources and support. I'm gonna go down here and you're going to see Download, Desktop prep builder and server, and you want to see old versions. So click that. And what this shows you is for Tableau desktop, every version that has been released the way Tableau do versions is there are four versions every year and it's released every quarter. So you have 2020.1.2.3.4. Same thing for 2019.1.2.3.4. We then each one there are sub releases and patches. So if I open this one up, you can see that in 20.420, which is the last quarter of 2020, you have 0.4. and then you go point for 0.1 when you go to the main page of Tableau desktop and you download, it always gives you the latest version. If that doesn't work, you come here, you pick one version earlier, 20.420. Click on that link. That will take you to this page. You can click download Tableau Desktop right here in the middle. That will take you down to the bottom of the page where there are two links, one for Windows and for Mac. Taking this course, it is okay if you don't have the latest version. In fact, you could probably go all the way back to 20.119 and still be able to do the course. Because in terms of layout, structure, or functionality, it hasn't really changed that much. The core concept of Tableau is still the same old way, actually even earlier than this in my experiences. And that means you can still do it with an older version. However, I usually, I have not run into anyone who has had trouble installing beyond, let's say 20.220. So the earliest in terms of like issue, issues may be as 20.220 and earlier. You know, it it's not a problem. The latest against probably 20.220, like so. And that's it. 6. 1-6 Tableau Certification 3 Levels (Include Links and PDF's): Let's talk Tableau certification. If we go into Google and just type Tableau certification, we're gonna get this link right here. Let's open that up. And if we come down here, you'll see these certifications. This is for the product itself, for the desktop, Tableau desktop visualization. And there's three levels. This is the most basic, the desktop specialists. Then you have this certified associate, which is more advanced types of visualizations where as this one, you know, you line charts, bar charts, so that kind of thing here you are now going to be doing histogram's a lot more complicated stuff. And then when you get into the certified professional, this is now problem-solving. This is, here's some data. What's the best way to visualize this information? So let's go into each of these and have a look. This one is a desktop specialist at the moment it costs a $100 to take it. And if you go here to this link exam prep guide, you get this PDF which outlines exactly what you need to know. We'll skip a lot of this because it's just general information. Does the exam format, again, you can read that on your own time. What's important for us is this skills measured. And you can see it's, I think today, one in a bit pages. Alright? So one of the big pages. So to complete this, you need to know how to do every single one of these. Fortunately, I designed this course actually around the certification. So every single item here you will learn in this course. And if there's one missing, let me know. But these things changing and get updated, so I will update my courses accordingly as well, but I cover every single one of these elements and also consider him for application, not just how to do the chart. Going onto the next one, which is the desktop certified associate. This is a little bit more advanced. Now, let's have a look at exam prep guide. We have a PDF, basic details of the exam. Think these only go for one or two hours anyway. From memory. This one only goes to the a one hour. I think. This one went for two hours. Two hours here. And again, you do a little bit more advanced thing. So you can see here you are histograms, heat maps, treemaps or hierarchy maps. You're doing bullet graphs, combined access jewel axis, scatter, bar and bar. We do heaps to this in the intermediate section of this course, there's an entire section on all sorts of visualizations. A lot of them didn't even exist. Not too long ago and people had just kind of come up with them because they needed to show a certain type of data in a certain type of way. They would, I guess quote unquote hack Tableau to make, to make visualizations that weren't, that it wasn't built for, if that makes sense. But there's heaps of super interesting ones. If there's one you want to see checkout what a Sankey visualization is. So it's a and K, E, y, that will blow your mind. Next is the desktop certified professional. This is the highest level. So you can see title valid for three years suggests that product experience 12 months, I would say that's about right, but that's told months. If you're continuously learning, I've seen a lot of people get Tableau. They'll learn how to do a line chart, bar chart, and then that's it. They don't learn anything more. Obviously, if you don't learn more, you know, you can't do bigger problems. Have Kahn do bigger problems than you can get better opportunities, job, career pay, et cetera, et cetera. So here let's have a look at the prep guide. And this one is a little bit different. You'll notice that there is no kind of item of, you need to know how to do a line chart, bar chart, because this one is more about visualization, the art of visualization. So for example, I'm trying to find the problem here. You got sample questions, so these are ones you can practice. They're gonna give you a data set and they go, Well, what's the best way to visualize this particular piece of data? So you need to be able to read it. Interrogated Explorer to be like, Oh, that's interesting. Or I need to highlight this. Or maybe a box plot is the best for this, or a map is the best for this or TreeMap designed in a certain way. This is now very advanced. Thankfully, you'll learn all of that in this course. Links for all of these will be provided in the description if you want to check it out. 7. 2-1 Welcome to the Accelerator Program: Welcome to the first main section of this course. This part is called the accelerator program, and it's a quick one, our quick start guide and is designed for people like myself who, when we get a new software, teach me the absolute basic things and then let me have a play with it on my own, learn it. And then later on, I tend to learn the more structured stuff when I want to get into more detail. That is what it's designed for. So the things we're gonna be covering are just really basic bar charts, line charts, area charts, pie charts, kind of the main things we do when it comes to visualization. We're not going to be doing a lot of customization or more advanced things or even going into detail of those things. It's just a quick start guide. Then what we're going to do is with those visualizations, we're going to build a really quick dashboard and enough that you can show your boss on the first day. So you're going to actually be able to get something out of this course and apply it to your job or your business or whatever you're doing in the first hour, which is fantastic. So let's get into it. 8. 2-2 Loading your Data Set (Data Set Download): After opening Tableau, The very first thing we do that we do for every single visualization is we need to feed data into Tableau. Tableau works as a visualization layer on top of your data. So the data we have here is an Excel spreadsheet which will go through in a second. And we have here a Tableau Public in the background. Or you can use Tableau desktop obviously. And what we're doing is we're feeding this into Tableau. You see, Tableau doesn't actually store any data itself. It needs to feed from somewhere. So what we do is we connect Tableau to our data source. That is how it works. So let's have a look at this data set to see what we're working with in this section. Let's bring this over here. I have here just a very simple data set. You have columns, rows, nothing fancy. The information is office supply data, so it is the selling of office supplies in different locations. So we have some dates here, we have some numbers, we have some labels. Pretty basic. Let's close this up. What we're doing is we're going to feed this into Tableau Public. There are two methods. The first method is you can simply click this and drag and drop it anywhere on this page. Let's do that. I'm gonna click and drag. Oh, I don't think my mouse is going up. And we go give it a second. And once it does that, it reads your data. As you can see, this looks pretty much like the Excel spreadsheet, that is method number one. I'm going to show you the second method. Let's close the softball, let's just opened another one. The second method is you can actually search for the file. So I have here another one from here in the navigation. You can pick Microsoft Excel. From here, you can navigate to the file that you're going to be working on. Which is where did I put it? Here we go accelerator program and open. The reason I don't like to do this is because I have to select the data type, whereas with the drag and drop, it doesn't matter what the file type is, I just drag and drop and it'll just read it. That is the benefit of that one. Right now that we're here in tableau, the very first page that comes up is basically showing your data to be showing your data type, showing what's in the, showing your joints and your connections, which we'll get to much later on, shows you all the sheets inside that spreadsheet. And the way the connectors work in Tableau is that each connector has its own kind of module in order to read the data. So if you're logging in to servers or if you're looking into text files or whatever, each one has its own custom page to read that information, which is fantastic. It makes it easier to actually read it and absorb it. Okay? This part here is your connection. This is the file you're connecting to you. You can see it's Microsoft Excel. It's got the filename in here shows all the sheets you have in that file. This one, we don't we're not interested in interested in. And this is the actual sheet that we've loaded in. Typically what happens is if you only have a single sheet in your data set, it will automatically bring it in. But if you have multiple sheets, it will actually look like this. So what we do is we, we select which sheet of data within that spreadsheet we want to analyze. So we drag and drop it. You'll find that in Tableau a lot of it's just drag and drop. It's so simple. Next, looking at these little blue parts here and see blue and sometimes they're green, which we'll explain later. This is the data type of that field. When it's an ABC, it means it's just a word. You are words or they call them strings, but they're really just words. Here you have a little planet and that shows it's a geographical location. We didn't have to set this. Tableau is smart enough to know that, oh, this is a city and the data inside sounds like cities. Let's make this a geographical location. It will also determine whether it's a state, a city of postcode, a country, region, whatever it might be. Next is the date. We have a little calendar here which is very appropriate. It can read. This is one of the things that tableau does really well is that it can read so many different types of date formats that you never really have to worry about trying to clean it up too much. The only thing you gotta be careful of is if you have a country like the United States and you have a country like Australia, where they go in the United States, that's month day year, whereas in Australia it's day month year, just something to be careful about. But more often than not, I'd say 95% or more of the time. I never have issues with this, right? So we have more planets, more words, more planets. And then here you have the hashtags, which means it's a number. That's very important because if we're going to do calculations, it needs to be a number so that it knows it can apply it to them. Okay, once we have the data set and we're happy with our, luckily it looks good. What we do next is we click on this very alluring sheet, one. From here, we go into visualization mode. This is now where we can do our bar charts and line charts. And if you ever need to go back and check your data source or check your datatypes and all that kinda stuff. You can just simply click on Data Source down here. Or you can click on your connection up here and go edit data source. Like so. This second method is probably better once you have multiple connections. But that is how you insert or load your datasets. 9. 2-3 Columns and Bar Charts: Let's start with some very simple bar charts, column charts going here to Tableau, you can see that there are two main sections. There's this upper section here and a lower section. They are separated by this line. The top fields are, your dimensions is what they're called and the bottom ones are called your measures. These particular ones right here are automatically generated. They weren't part of your original data set. So for now you can just ignore that these fields correspond to your tables. You can see each one is represented by a field name. And if you ever wanted to see the data set you've connected to in a table format. If you just want to inspect to or check something, you simply have to press this little button right here. Dimensions allow us to group the measures, right? These are your measures. So when doing a, Let's say bar chart, the way I always start is I always start with a measure and you can pick any one of these. We're going to start with sales and I'm just going to double-click. What that's going to do is it's going to create a very simple bar chart. And what this is showing is the aggregated sum of the sales. You see Tableau works in aggregates. You probably never heard of that word before, but you probably have used that. For example, an aggregate can be a sum, meaning you're adding everything in that column, or an average or a median count, maximum, minimum. If you've used these before, then you've used the aggregates. These all belong to the aggregates group, let's call them. And the reason tableau does it this way is that it's far more efficient in handling large data sets. This data set is only about 10 thousand rows, but you can easily do hundreds of thousands, millions, hundreds of millions. You can even go into the billions. And it's far more efficient to show a billion in a aggregated form than it is to display every single point. It's very heavy computationally. So this one is 2.3 million Sum of sales. Going back to our data set, if you add every single one of these sales, you will end up with this value here. Let's put a little label here. I can actually just click this button up here. I can see it's 2.3 million. And when we're creating bar charts, which are, sorry, column trials which are going vertically, or bar charts which are going laterally. It's very easy to control that I can move this sum of sales into columns. That makes it go this way. Move it back into rows, which makes it go this way. If you ever get confused as to which one do I put it in? One of the great things about Tableau is you can just keep moving up in and around. You can swap things around. I will have a little bit of a play with that. What I can do with this, which is $2.3 million in sale is let's say my question is, well, what if I break this up by category? That's very simple. I can simply double-click category that we'll split up that 2.3 million into It's categories. I can go further. Let's say I want to see category and then I want to break that further into segments. I can double-click segment. And that will split it up again. You'll notice this works very similarly to pivot tables in Microsoft Excel. So if you've done that, you'll probably pick this up pretty quickly. One of the great things about Tableau again, is how easy it is to use that you can just keep moving things around. Let's say you don't want it to be category and then segment, you want it to be the other way around. I can just grab category, put it on the other end, like so. And now it will split it. Again. I can say, well, I don't want it going this way. I want to go in this way so I can move the blue ones to the top and then move the green one, the bottom. Let's say I can move that here. You can see it's all going vertically, but I don't want to split it this way. I want to split it vertically. I can just move segment into columns. And you can see every time I move something, it creates a new way of visualizing the same dotted depending on what you wanna do. You can see the higher level is the category and then segment. Or we can go segment and then category, you can go backwards and forwards. You can even split this up, again, simply adding another field. One of the things you can do is one of the things you can really will realize in Tableau is that it doesn't really fail. In fact, I can do this, right? You can click as many things as you like and they will keep visualizing. He will keep doing things. It doesn't really crash. And that's why it's so great for when you explore data, because you can just try things and nothing and it won't fail. If you end up with something super crazy like this, you can just reset the page using this button right here that resets everything so you're nice and clean all over again. And you can go ahead and build another bar chart. Let's do one for profit as another example, and then we'll finish it off there. Let's bring profit in. So again, I can just double-click. That will give me the sum value of everything in the profit column. Right here. If I sum that all up and that's actually got positive and negative values. I want to break this up by, let's say the state. And I can grab state and just drop it into columns, or I can double-click. Either way. You can see each of the states have now been broken up. I have some positive values, some negative values, but I don't like having to read like this. Let's swap them around. One trick you can do is instead of manually moving them around like this, which can be quite annoying, especially when you have a lot of them, is you can just use this button right here. What this button does, it just swaps everything in the columns to everything with everything in the rows, like so. And you can go backwards and forwards until you have the visualization that you like. That's it for columns and bars. I hope you enjoy it. 10. 2-4 Line and Area Charts Discrete and Continuous View Data Quick Switch: In this video, we're going to cover line charts and area charts. And we're going to cover a very important concept which is called discrete and continuous. And I'm gonna kind of give a heads up warning that you may not get it straight away. That's okay. It takes a bit of repetition, a bit of time, seeing it in different kinds of situations before you really understand how it works. But we're gonna go through it really quickly and we're going to be doing a lot of case studies so you can see it in action and it'll start to click. I usually see people really understand that maybe, you know, in terms of time, several hours into using it and then using it for their own data. And then they'll go, oh, now it makes sense. So let's start with a simple line chart. And line charts typically is over time. So what we want to look for is any data set that has a calendar or a calendar and a little clock. The one we have here is a calendar. The one with the little clock means it has a date and a time together. But for now we're just going to use this calendar. And I'm just going to simply double-click. And that's going to bring in the data that I have, which is from 2018 to 2021. And let's look at a measure because for a line chart you need two things, an x-axis and a y-axis. So let's grab lets quantity for this one. And I'm going to click and drop it in Rows. And straight away you can see it's a line. The unusual thing is when we use some different kinds of dimensions, such as a string or a state, it, it gives me a bar chart. Well, why is that? The main reason is because if you look here in the Marks card, it's set to Automatic. And what, and the way Tableau does that is based on the data types that you use to construct your visualization. It will try and guess, well, this is probably the best visualization for that type of data, but you can control this and I'll show you that once we get into area charts, I can actually expand this. So this is what we call a year level granularity or a year level, level of detail. So we can expand this using this little plus symbol. So by doing this, I can actually expand it from years into quarters, from quarters into months, and four months into days. And again, going back to that day and time data type, if you had hours, minutes and seconds, you can even go down to that granularity, which is really good for, let's say, high speed operations. Things like working in a call center where you need to know things second-by-second. Alright, going backwards. I should before we go backwards, one thing to notice with the discrete type is that it only shows the data points that exist. Notice that if we come down here, it goes 34567 and there is no eight. Well, why is there no ate? Well, because this is a discrete representation of the data. If we want something that shows every single point, well then we need what's called a Continuous. Representations. The other disadvantage of using the discreet over the continuous, especially when you have a really long timescale is I can't see it in one picture. You can see that here that I have to scroll all the way to the right to see what's going on. So it's very hard for me to see Well, was there a jump, was their concentration in a given month? Was there a massive dropped somewhere else? I can't see that. So we want something that can squash in. So there are instances where the discrete is really good and we will get into that when we get into examples. And there are situations where continuous is really good. And again, we'll go through that in the examples. So let's reduce this again. I'm just gonna press these minus symbols. By the way, this plus and minus, that is built into the dates. So anytime you have a date format that will be generated, so you don't have to worry. So going back to the beginning, we're going to now switch this to a continuous representation. And it's so easy to do. We click on this blue one right here, which they call, they call these pills. How about that? From here? And when I right-click, I can see that there's year quarter month day and then again, year quarter month date. The reason is these ones are your discrete choices, which they should have put a little heading in there or something. And then here you have your continuous representations. If I go to quarter, this actually shows me the sum of the quantity by quarter. But this quarter actually contains every quarter one for every year in my data set. And sometimes we want that, sometimes we don't. But I actually want to see it going over time to really confirm that that has every year you can use this function if you click a data 0.4 data points and you just hover, this part tricks people because they try and right-click and do all sorts of things. So you just click and wait. And what happens is this toolbar comes up and if it disappears, you just hover. You don't have to click anything. Just give it a second and it'll come up for slower computers takes like a fraction longer. Click this button right here. And this is the view data function. And that lets us a view what's actually in here. This is great for data exploration. You'll see it in action later on. It's amazing. From here it gives us two really three views. The first one is a summary, which is just this 1 right here, quarter 15,249, which is the vertical value. If I click here to full dot OK, because me a little bit more, it breaks that dot up a lot more data. You can see it's actually showing me the entire data set. Typically what happens is it's actually like this. When you first click on it, it's only showing you the two fields required, but broken up to represent that data point. But you could actually view the entire data set by clicking Show all fields. If we look in order, date, order date, we're using yes, ordered eight. And we look at this one, all these values, if you look carefully, they're all from the first quarter. You can see Fed, Fed March, January for, you're not gonna see anything else. And what it's doing is it's adding older quarter ones for every year in my data set. I don't wanna do that. Sometimes I wanna see the quarters across the years. So let's close this. I can actually right click here. And instead of this quarter, I can set it to, let's say this quarter. Now what we see is 2018 quarter one, quarter, two, quarter, three, quarter four, and then we get to 2019 quarter 1234 because it's now representing continuously, I can change the granularity or the level of detail. Let's go month. And I can see there's some cycles now starting to appear. And this is very important because sometimes certain granularity gives you certain information. And then that will determine what actions you take as a business. So from here I can see there's some granularity. We can expand this further. Let's go month. I can see there's some more cycles now. Let's go weak. And you see there's a little bit more, but this is probably too much. Now it's getting harder to make some decisions. And if I'm reporting to senior executives, they don't really want to see this. Maybe something like this is a lot simpler. That is the basics of line chart. There's so much you could do with lied tribes. They will blow your mind. And some really creative things that people have done on Tableau Public. That's just even today, I'm still learning so much about the capabilities of this software. Let's talk about area charts. Both, right? Before we get to area charts, let's say I represent, I showed this to my manager or my boss on my team. And I said, this is the sum of the quantity of units sold in this time period. And they're gonna say, well, that's for everything. Well, what about the category? You know, what about segment is the same in every single category? Well, let's have a look. I can take category and drop this into here, into color. And what that does is it splits up my Sum of Quantity into separate colors. Boom. And you can see that actually office supplies is way higher than the other two. And the blue and the orange, which is office furniture, sorry, the orange is office supplies. And the office furniture and technology are actually very closely correlated. That's interesting. That's some insight. Maybe it means something when we talk to the right people. One of the things I can't do in this particular view is for this point, let's say the very last one. I have about 1200 quantity. I have 412, and I have 233. That gives it to me individually. What if I wanted to know the total of those three? Well, it's a bit hard to tell here. So what we can use is an area chart. And an area chart is basically a line chart with volume, but they're stacked on top of one another. The way I changed that is if I open this Marks card and I select area, it will force that visualization. So we'll go area. And you can see what it's done is it's stacked up. It doesn't look like it because it happens so quickly. But if I go back to automatic, Look at this maximum value here. So 1200, all the way across. Once I switched to area, watch that vertical axis, it switches to 1800. Just happened so quickly. This is the sum of all three. I'm going to click on the top of my head here. This is the sum of all three. Again, it's a different way to visualize the same data for what you're applying it to. It may be useful, it may not. Part of being an analyst is trying different visualizations. Some of them click, some of them don't. I've had instances where I built something I thought was amazing. Right? And then I showed it to people and they're like, I don't get out of like a it's confusing and I'm like really, but that's how it works. He hits, hit and miss. So having the ability to switch between them very easily is a massive advantage. And I'll give you a quick 22nd demo. Let's say someone goes, I don't like area charts. Well, we can switch that to a line chart or no, maybe I want a bar chart. Well, maybe I want them separated while maybe not like that. I want them vertically separated. Okay, great. So you can see how easy it is to switch from one to the, to another. That means your development is so quick and your delivery of solutions is also remarkably quick. That is how you do live in an area charts. And I'll see you in the next video. 11. 2-5 Pie Charts Show Me Labels Quick Build: Let's talk about pie charts. Pie charts are a little bit harder to do than the bar and line, but mostly from a formatting point of view. So let me show you what I mean. I'm going to show you this new feature which is called show me. So if you click that, it will expand this menu. You can actually move it around if you want. You want it somewhere off. I don't know anyone who does. And if you want to get rid of that, just press that x and you can just bring it back and forth. So what we wanna do is we want to build a pie chart. I found that the, instead of building up from scratch like we do with some of the other visualizations. It's actually easier to build it using this. Show Me for this particular one. What we do is if you hover over, Show Me, In fact, if you hover over any of these, it will tell you what you need. I can actually highlight it while it meaning you are. But if you look just underneath where the text is, where it goes, one or more dimensions, one or two measures that actually tells you how many fields of data you need to create that visualization. So here says one or more dimensions, one or two measures. So let's go ahead and pick that. If I select quantity and then hold Control on my keyboard, and we're going to pick one of the dimension. So remember the blue ones are dimensions, the green ones are measures. Let's do region. So I've selected two and notice that on the show me, some of them have now become available. What this tells me is these ones I can create instantly. So if I create this pie chart, it builds it for me instantly. And it does oldest setup for me. I don't have to worry about it. This is perfect for beginners. You can do this for all the other visualizations to. So let me clear this and show you the other ones. So we're gonna use this clear button right here. Let's say I wanna do a pack the bubble, one of my favorites pack bubbles has one or more dimensions, one or two measures. Let's do that. Let's say I want to see sales pack bubbles are really good for when you have a lot of points. If you have two points, it's just two bubbles. Doesn't really give you much value. It's really good for when you have a lot of points. So let's say I have the city where we have lots of individual cities and see the bubble is now available. So we click that button and we have this really awesome looking pack, the bubble. It is not super formatted, it is just the basic pack bubbles. So we can actually using that same color method we've done in some other videos, we can color this. So let's say I want to see this by region. I can get region and drop it into color. And it's so easy to build in two seconds, you can do that. Let's try hierarchy. We will be going into Peck bubbles in a lot more detail later on. These, just to show you this, Show Me. So let's try the treemap. Let's say I want to do one or more dimensions, one or two measures. Let's do quantity. And then I'm gonna do, let's do state o quantity after hold control on the keyboard state. And what we're going to do is we're going to add one more dimension. Let's add region. And then let's click on this tree map right here. And it's actually created the tree map. You'll notice with this one that there's gaps. That gap is the region. If I add the color in here, we'll get a drawing tool. If I add the color into region, you can see each individual region and then each individual state within that region, all size to tell you, while this is the biggest one, again, will be doing treemaps later on. But this is just to show you how easy it is to build if you want to, if you're excited and you want to start using these now. By all means, by all means, Let's get back into pie charts. I'm going to select Sales, and then we're going to do region. We're going to select a pie chart. And we have the most basic pie chart. I wish tableau does a little bit more with when you select this study should already have labels in there as a default. Because very rarely will you show a pie chart just like this. Because you can have this legend. The problem with a legend and a pie chart is you have to refer from one to the other. And that's where mistakes happen. Because if two of these are similar blues and someone looks at it, that's where mistakes can happen. And you know, in some cases, multi-million dollar mistakes because of bad decision-making, because a bad visualization visualization is really just the transportation of information, right? Okay, what we're going to do is we're going to add some more things to this. The first thing I'm going to do is I'm going to use this setting to go entire view. When you build a visualization, any visualization, it will build it in the smallest space available. It won't take up the entire thing. So we can change this by selecting this option and going entire view. And it will use up the entire space. Most of the time. That's what I use. Go entire view. And it's now taking it up. The other reason I do that for pie charts is Tableau has is very interesting approach to labels, which I love. If I add a label here for the regions which is very, I'll just go through it really quickly. You can see that they've appeared when you have more slices. Let's say I do Sub-Category. Let's say I have something like that when I put subcategory in the label and we go back to the standard view. Not all of them will display because Tableau wants to keep it clean. And when labels start to overlap, it looks really ugly. You can't read it. You'll notice in if you've done Microsoft Excel visually, pie charts or any chart, it'll just throw older labels in whether they overlap or not. It doesn't look very good. And that is why we go entire view. So then we can see the entire Z older labeled, Missy older formatting, making sure it looks really good for when we get to dashboard mode. Let's go back a few steps. I'm going to use the undo button right here. And we're now back to that region setting with entire view, we're going to add a few things. Typically I add the label so the color of each one, not the color that the name of the color of each one. How many is in each one in terms of what the value is, and then a percentage. Those are very easy to do in Tableau. First we're going to add region. We take this region from here because that's what we're using for the color as you can see here. And then what we're going to do is I'm going to take this region, I'm going to drop it into label. And label allows us to put labels. We're going to take that, we'll do it slowly. Drop into label. You want to make sure you see it change color. And there we have the region. We can add more labels to this. I'm using sum of sales, as you can see here. So we can grab sales again, drop it into label. And there we have it. If we want to do a percentage, we take this label that we've added, which you can see there's a little letter T here, which means it's a label. We can right-click. Go to Quick Table Calculation and go Percent of total quick table calculations is an entire section on its own. So when you get to, I think it's an intermediate section. I cover every single one in extreme detail. But for basic pie charts, this is the only one you're gonna really be using. And as a beginner, it's really the only one going to be using Besides the running total and maybe moving average. Let's go quick table and we go Percent of total. And you can see straight away it's changed it to a percentage. If you add this up, it equals a 103%, 0.1 to 0.09.5 for 30.100 personnel. That's how good I am in map nominal. There we have it. And then what we're also going to add is a number. So we take the sales again and drop it into label. The reason we do percent, label percentage and then label again is because you can't add two labels at the same time. Sometimes it gets a bit funny. So you do label converted to a percentage and then add another label and you can see the number underneath. If we want to customize this, we click on this label. And you'll see these three dots. Open that up and we can do customization to what we've just visualize. We can move things around at things. We can make this one, let's say 12, I wanna bold. I want the percentage to be in bracket, so we can just add brackets, like so. And I also want this to be read. If we want to preview what this looks like, we can just click preview. And that's what the label looks like. We hit apply. And there we have a properly add, nicely formatted pie chart. That's how you do pie charts. Hope you enjoyed seeing the next video. 12. 2-6 Formatting Bar Charts Colour Scales, Colour Choice, Create new sheets, Sizing, Labels, Toolt: In this video, we're gonna talk about formatting, and this is probably the core formatting you're going to be doing as a beginner you don't want and need a lot of the really advanced stuff just yet. Even with these basic concepts, you're gonna be able to create some really amazing visualizations. And the way formatting works, especially these basic ones. And we're gonna be using a lot of this area right here, depending on the visualization you have. Each of these will do something different for that visualization. So we're gonna do this almost as a three parter. We've already built bar charts, line charts, and pie charts. And I'm going to show you how to do the formatting for each one. And we're gonna start with the bar chart. Before we begin, we're going to create some new sheets. You can have as many sheets as you want. And once we get into dashboard mode, your dashboards are really just your sheets put together to create an overall picture of what you're trying to communicate. So we're gonna create some sheets and there's two ways to do it. The first way is if you, if you go down here, you're gonna see these three buttons. The first one is the create sheet, bought it and they'll create as many sheets as you like. That's one method. The other method is if you go up here, you'll see this button right here and you can create a sheet with that as well. I'm going to do this one on the bottom because that's just how I feel today. And what we're also going to do is we're gonna clear out some of this clutter so we can get rid of the sheet, one that we've made. And I'm just gonna go delete. We're also going to create two more sheets. So 12, let's call the first one bar so you can right-click and go rename. Or what I like to do is I just double-click machine. And let's call this bar. The next one, I'm going to double-click. Let's call this linear. And the last one, let's call this. Going back to bar, let's build a bar and we're gonna use that show me methodology for this first one. All I need is one dimension, one measure, these top ones other dimensions, the green ones are the bottom ones are your measures. Just as a reminder, let's pick profit. Profit here. And let's pick, maybe I'm going to pick two. Let's go subcategory and category. And over here to the right in the Show Me, we're going to press this button right here. And that will create my visualization. So easy. Gotta love this program every time. Blows my mind. And let's start with the color. There's a number of things I can do here with color. The first is, I can scale this using color based on highest to lowest. Very simple. So the measure we're using is profit. So we're gonna use profit also to color it. If I take profit here from the left and I drop it here into color, it will color up based on the profit value. Drop it in here. You can see that the highest numbers are also the darkest, and it goes like that in terms of scale, the default color for Tableau is always light blue for the visualizations, except for maybe pie charts. But more often than not, it's always blue. Blue doesn't really tell us anything. And what we really want to do as analysts, as people who visualize is we want to use color to our advantage. And you've probably noticed all throughout your life, traffic lights. Red means bad, green means good. Green means money, blue means ocean. Colors have meaning, and we can use that to our advantage. For example, let's say this is profit. Well, we really want to show that the large profit is a good thing and that low profit or a bad thing. So we're gonna change these colors. We're going to click here on color. And we're gonna click on Edit Colors. And this brings up this one right here. And we're going to choose something that's a bit more appropriate. From here, we can choose either a single color, right? Or we can pick one that's a scale of colors. So one or more, two or more colors for this one because we're talking about money, maybe red and green is a good one. Very simple. So I go red and green are diverging. That will choose my two colors for me. And if I hit apply, you can see if I just move this to the right, you can see the ones that are really good and the ones that are really bad. The these lower. Later on you'll be able to control exactly where the color changes to on. When you apply for the first time, it always applies at the middle value. And then that's kind of your red and then that's your green or this way, which way? Whichever way the camera's pointing. And then from here we can also change it to something else. So let's say this particular data set is talking about number of incidents, number of accidents or injuries. Then really it's old bad, then it should all be red. So we can go here and switch it to read. Go apply. And those really big ones are the really bad ones. Let's say, let's do one more. Let's say the three or four or larger it will the largest values, those are the ones we want to emphasize. The small ones, we don't care. So we can again use color to our advantage. We can click here and go red and black, One of my favorite ones. So if I click red and black and hit apply, what you'll notice with your eyes is you're probably more attracted to the red color and the dark gray. You don't really pay attention to. It's almost like a second thought. If I reverse these colors, I can click on this button right here to reverse it and go apply. You'll notice now that the three jump out at you. This is, this is the power of visualization that before you don't actually have to think about it. It's just as soon as you see like, ooh, you just notice it, right? And this happens to you all throughout your life. You probably just never noticed it because it's so natural, it's how the brain processes information, visual information. We can go OK. And that is how you would do colors for a bar chart. What I'm going to go through the rest of this, because that's kind of a bit more advanced. You don't need as a beginner. The next one is the size. The size controls the height or the thickness of the bars. I can click here and go and make them thicker as you can see, as I make them thicker to the point where they're touching each other, I can go the other way to make them thinner. Once you get into like designing KPIs and Jewel bars and Gantt charts and all that kind of stop. This thickness stuff becomes super important and really make sure visualizations look really good. But for this one, for a basic one, that's all it does is very simple. The next one is label. We covered this a little bit before. To do the label, you need to first add a label. The way we do that is, let's say I want to add, for something like this, I want to add profit to the labels. If I take profit, drop it into label. We can see those values. Come up, great. I can edit this now if I want. So I can go label. I can use these preset ones, which I'm probably not going to cover. These ones, I'm probably going to use this one, the font, which lets you control the size. If it's bold, italic, underline, and a color. Don't worry about this just yet. Or I can go into customization mode, which is if I click these three dots right here, I can really customize exactly how it, how it looks, along with all the other kind of elements. So if I add, for example, another label in there, let's say I want to add also the category. You're gonna go category, label. You'll see it starts to disappear because it's shown on two lines. And Tableau doesn't like overlapping things. So if I go into label three dots, I can maybe move things around. So I can go category, click and drag. I'm gonna do a colon space. And let's make this one bold. So just this B. And let's make a center justified. That work be sent our justified. And if I hit apply. And you can see it looks a whole lot different, really depends what kind of formatting you wanna do. That is a label. The last one is tooltip. The tooltip appears when you hover over an element. You can see here when I hover, that little square thing is changing as I hover, which is fantastic, especially when we get to Tableau online and you're sharing things with your audience and people are viewing your visualizations. They actually interact with or they can actually touch the data with their mouths and they're going, hey, look at that value. That's interesting. And you can put really interesting stories in these tooltips. At the moment it just says category, office supplies, subcategory envelopes, profit and then a value. Not very exciting, and it takes a little while to actually go well, is the actual meaning of this. We can customize this to be a phrase, to use grammar, to use English, Italian, whichever you like. Let's click here on tooltip. And we can rephrase this. We can say, and it's just like Microsoft Word or any text-based software. We can just go in the main category and we can take this category, click and drag. And sub category. We can take this one and move it here. Now if by accident you exit, you delete it. Don't freak out. You can just go insert and then add it back in. And it's always down here at the bottom. So we can just add sub category again. And then we have in the main category and sub category, the profit. Profit is grep, this one. We can put it in here and get rid of the rest of this. We can go preview to see what it looks like. So it looks kind of totally flat. It's all just black. Let's give it a bit of attention, bit of style. I'm going to change its color to maybe blue. So I'm just changing that one. And let's make this writing a little bit bigger so it stands out from the rest of it. Do the same thing here. Blue, make it 11. And Lou, and make it 11 from Stranger Things. Which is an awesome TV series. If you know, if you haven't watched stranger things, oh, you gotta watch on Netflix. It's a bit old now, but still Awesome. Let's go preview. You can see it's now starting to stand out a little bit more. Let's add a dollar sign here. And you can see it's not the same format, so let's just format that to be the same. They live in and blue. Preview. That's looking a whole lot better. So we go, okay. Now when we hover, it's an actual description and actual story or a phrase that someone can understand a lot better, especially if you have like a lot of jargon or abbreviations for your company, it will make a lot more sense rather than just having the jargon, you can have the actual description that I believe is the loss part for the formatting for bars. Obviously, if you do vertical access, it's pretty much the same thing. So let's switch this around. So I'm going to press this button right here, which is going to transpose it vertically. You can see that it all self-adjust to now have the labels and everything else as well. Same thing. Hope you enjoy it and I'll see you at the next video. 13. 2-7 Formatting Lines Colour Pallettes, Sizing, Label Variations, Tooltip: In this video, we're gonna talk about formatting a line graph. So very easy, very similar to the bar one with some changes. So we're going to start by actually building the visualization. We're going to again use that show me technique. I'm going to use profit. So for a line graph we need one dimension and one measure, which are these two. Let's select profit and let's do order date. So we're using date for, so typically line graphs are base over time. So we've got ordered day here, M profit. And I mentioned in the previous video the differences between a discrete representation or the line graph and a continuous one. Using this method, you can actually choose between the two. You've got these two right here. The first one is continuous, as you can see just from the text underneath. And the second one is the discrete representation. So if you don't remember, sort of like how I can remember when I first started pick one. If it's not quite what you want, try the other one. Over time, you start to get more familiar and start remembering the difference. But every now and then I still forget it happens. What we're going to use is we're going to use this continuous one. We've got this at a year granule granularity. So I'm going to reduce this. I've got this at a year granularity, we're gonna increase it a little bit. So using this plus button, I can press this until I get one I like. So let's go all the way down to month. But if you want to go backwards, you can simply right-click. And remember that this is discrete up here, and this is continuous. So we're gonna use, we're gonna go back and maybe we'll go quarter. Nice and simple. The first thing we're going to do is we're gonna use, we're gonna look at color. When you have a single line and there's no color element that has been introduced, you can simply change the color of the line by selecting color and you can just choose any color you like. I'm feeling a bit orange today. So you can use that. Very simple. However, once you add some more, once you add a color element to split up the lines. For example, let's get, let's get shipped status. So I'm gonna get shipped status so that I can break this up into the different shipping status. I think there's three. So early delivery, late delivery, and on schedule. When you do this and you have a colour element, the way the color gets chosen as a little bit different. Now, when I click here, you'll notice that there's no color palette. Instead we go into Edit Colors and we can choose which color we want to use. We can choose which pallet. So if you want to change one individually, let's, I don't like having to blues I can select. So we start by selecting this one. Press a color, and that's basically it. So you go blue, green, and orange. And if I hit apply, you notice in the background that has now changed. You can also just apply a pellet directly and just really quickly. You can, for example, use superficial stone. What a weird name superficial. And then you can click assign palette, and that will automatically apply the colors to your selection. This is really useful for when you have, you know, ten or 20, or just heaps of different colors and you just wanna do it quickly. Assign pellet, does the whole thing, and you just go, OK. Now you have your three colors. As you can see, let's now talk about the next one, which is size. Size controls the thickness of your line. As I go smaller and it gets thinner. And as I go thicker, obviously gets thicker. Very simple function. Ideally, you want to keep this relatively thin because he just sometimes when lines are two things a bit too ugly. But that could also be a factor once you are lucky if you ever need to print this visualization and you need to print on A3 or shrink it down. The thickness will be a factor when it prints, right in terms of the printer actually print that, that fine. The next one is label. Label. We can do a few things. Let me just get rid of the ship status for the moment. And we're back to our just our single profit on by quarter. I'm going to go label. And what we're going to do is we're going to add, we have to add a label first. So I'm going to add some of profit and drop that in there and that will show all the profits. I could drop something else. For example, I can drop this and drop the order date. Let's see what happens here. You can see that that actually has an adverse effects are probably don't want that. But what we can do is if you want to show this quarter here, a little trick. If you hold control, you can take this quarter up here and duplicate it into here. And then you can add that actual one. However, you may not need to because it's already on the axis. So really up to you. Let's use profit for example. So lets take profit here, dropping into label. If I click on this and I click the three dots, I can do the advance customization. It's just like using Microsoft Word. Or I can edit the entire text label using this, I can change the size, bold, italic, underline. I can use different colors, pretty standard the alignment we're not gonna worry about now. We are going to look at this marks to label this. I would say I'm pretty sure this is unique to lines and area charts. Area charts will do next. When you do all, it just shows everything. Sometimes we don't want to show everything. Sometimes we would just want to show the important values. For example, if I select min-max, it will only display the minimum and maximum value. And if you come down here to the bottom, you can ignore this scope part for the moment. If you could, down here you'll see Label minimum, label maximum. You can actually choose between if you want, both of them are just one. Let's say I only want to show maximum. I can get rid of that minimum one or vice versa. Go into the next one is line ends. Line ends is the start and end of your visualization. This is pretty good because you can kind of show like how, what level something was when it started and what it is at the very end. And it also means you can get rid of this axis because it's, you're doubling up. Alright, it's a lot less to kind of absorb. If I go hit or label and I click line ends, you'll see that they are now visible top and bottom. And the other one from the min-max is disappeared, is one of the good things about Tableau is not going to show you anything that you don't need for that moment. Very efficient. The next one is selected. Oh, did I go through this start and end controls so you can choose which one. Then you have selected. When you click selected, everything disappears. The idea is once you start publishing dashboards and people start consuming him via Tableau Online, which we'll go through and viewing the results. Sometimes you don't want to display everything. You just want to display it when they click on something. So if they go, well, what value is this? They can actually click on that value and then the value comes up. This is a more minimalistic approach. I tend to use this one a lot because it means it lets them dive deep into the data and only have to read what they're interested in. The next one is highlighted. If you only have a single line, it looks like highlighted and selected are exactly the same. But that's not quite right. What we're going to do is we're going to have to add a color and a color into this by splitting it up. So we go category for example, we're going to drop it in color, that we'll split it up into three. When I click here on the legend, you notice that they become highlighted. But actually let me just make sure yes, so we're set on highlighted. Now, when you click on this, notice that the labels only come up for the ones that have been highlighted. As you can see right there, that is the behavior for the highlighted. If you haven't got the split, it looks, it behaves exactly the same as selected because they're reasonable highlighting function when you only have one. The very last one is the most recent, which really just shows the last data set odd the loss value in your data set, which is 36,912. In this particular case, that's your labels going into tooltip. This one is exactly the same as bars. So when you hover, you have a tool tip, and we can control that by clicking on tooltip and then modifying the text in here so we can say or the quarter profit was angle. Okay. When I hover, you can see for the quarter 2018, quarter for the profit was 24,848. That is your tooltip and that is the end for the formatting of lines. So hope you enjoy it and see it the next video. 14. 2-8 Formatting an Area Chart: In this video, we're gonna go through the formatting of an area chart. It's actually very similar to the formatting for a line chart with a few small differences, but I would say it's about 95% the same. So let's go ahead and build a visualization. I'm gonna create a new sheet here because we forgot to create one. So I'm going to click this button right here to create a new sheet. I'm going to double-click and just label all will always label it. Don't be one of those people who have xi one, xi two, xi three shoot for and the files not named or, you know, I hate that kind of stuff. If you're looking to become a professional analyst, programmer, you need to be organized with your coding, with your labels, with your file structure, with your file data and you're archiving. Nobody wants to work with the analyst and pay a premium. And there are disorganized and they waste a lot of time because you're paying for that time. So be very conscious of that. Be very clean, almost like a sushi chef. Cut, clean, cut, clean. Same with us. Visualize clean, visualized clean. Let's build this area chart. Similar to the line chart, we need a time value which we're going to use is order date. And for the value going across delicious uses simple one. Let's use sales. So I've got my dimension and my measure. We're going to open up, show me. And similar to the line option, we have a continuous area chart and we have a discrete area chart. This one, let's use the discrete area chart. There we go. And we've got this in a year granularity. I'm actually going to add another one. So I am going to use this plus symbol to create a quarter as well. And you'll notice that this looks very different from the line charge and that is split up. And that is just the behavior of the discrete visualization. But in terms of formatting, it's the same thing. This is just to get you used to using discrete, continuous and the differences. First thing we're going to do is we're going to add some color. Obviously, if you just have a single area chart similar to the line chart, you can just control what it looks like. But what we're going to be doing is adding something to split the colors. So let's use, I'm going to use, let's use region for this one. So if I drop region in here, you'll see that the colors all split up. If I click on color, I can go Edit Colors. And again, choose my palate. Almost routine stuff for us now, nothing crazy. Let's try winter, but what's actually somewhere in Australia at the moment. So let's go summer assigned palette and apply. So I don't like having to Green's, let's switch one of these two blue. Apply that. And let's switch one of these two orange. That way everything looks different and I can tell the difference with area. Try. I also see a lot of people doing this particular styling. And this is some, you know, if you're interested, you can do this. It makes use of this opacity. They should actually be set to a 100. Uses opacity and the border. So opacity is. Kind of how see-through It is. And this has a number of benefits for other types of visualizations. So I'll show you how that comes into play as well. It's for when you want to, you want the data to be available, but you don't want it to be the main thing people notice. So you can actually reduce the opacity. So what we can do here is instead of, instead of making it super strong colors, we reduce the opacity a little bit, maybe, maybe 55%. It's up to you and we're going to add a border. And what the border does is it adds a line in here. And what people do is they click on this and they set the border to be something strong, like black. And for some reason it's kind of like the style, I guess it's my girlfriend says. So if that's something you wanna do, by all means, you can do that. You can also change it to other colours, but it's an option for you depending on what you want to be able to do. Let's switch that to black. Maybe we'll make it even lighter. You can probably even go, you know, forties if you really wanted to. It's just based on the style that you're interested in. Next is the size. Notice with area charts and there is no size element because, well, there's not really a thickness to it. And because it's an area that data is represented by the area. So adding a size element will distort or you're trying to represent. Hence there is no size element. Therefore we can skip straight to label. The label is pretty much exactly the same again as lines, the only thing you don't have is line end and line start. That's all. So if I'm going to bring in what are we using? Sum of sales, I'm gonna grab some of sales. I want to drop it into label. I've got all these labels here. I still got the option of minimum, maximum. In this case, it's going to apply it per grouping. Slightly different behavior from a continuous one, because in a continuous one it goes all the way across. There is none of these separators. Again, slightly different behavior. We want to change this and get a job drawing tool. I can go in here and instead of discrete, I can just click on this and go continuous. Set this. Oh, I picked the wrong one and wonder it look different. This one right here. And then we go back into continuous. So again, you can kind of go backwards and forwards depending on what you wanna do. This is the beauty of show me that it's so easy to just jump. If someone wants to change something quickly, let's bring back that label, sum of sales in the label. And let's go to the Options so you'll all you got minimum, maximum. It does by pain. Right? And that's what this part dots. But I'm not going to show that this stage, we can show just the maximum or just the minimum up to you. We can go most recent. So it's the loss of value in the set. We can go selected. Again, this is when you select a value, it will actually show them like so. And the last one is highlighted. So if I go here to the right and I select the central, the values come up. Right. Now one thing with the area chart and the labels, which is very important, this 83 thousand for actually, you know, it will pick one that's closer to this axis. And zoom in here. You see here this has 40 thousand. This is not forty thousand, a hundred, twenty thousand. But with the area chart, this 40 thousand is actually that space there. So be very careful with the label, it how you use labels and area charts. I've seen people get really confused with the labels. It's probably in your best interests to not have labels at all. In most cases, unless it's something very specific or your users are extremely used to this kind of visualization. That's when your visualizations are a lot more kind of customize. Someone has requested that specifically. In most cases, I probably won't use one except for maybe a value at the end or something like that. So we'll go here, just get rid of that. So I like to just keep a clean. Very last thing is the tool tip. The tooltip is exactly the same as line, so there's nothing new in there. Let's yeah, so we'll go for the region, would just do ones quickly will blow for the region. And time period. Go there the quarter time period, you'll probably just put a slash. Their sales was like so, get rid of this. Get rid of this bolt here. Let's preview. See, we have that in there and we just go, okay, there we go. Another customization for the tooltip. So that is how you do the formatting for an air HR. I hope you enjoyed it and I'll see you next video. 15. 2-9 Formatting a Pie Chart: In this video, we're gonna talk about formatting a pie chart. So let's get straight into it. I have here a pie chart that I designed from before, but we're gonna do a fresh one just for good practice. So you get used to creating pie charts. I'm going to use the Clear Sheet button up here. If we go all the way up here. So if you just press this like little bar chart with the x, gets rid of everything and it's nice and clean. I use this a lot actually. So when I'm doing like dot Exploration, build visualization, not quite what I want. Reset, not quite what I want. And you can, you can build stuff so freakishly quick. Let's build a pie chart. So I'm going to start with a measure, an eye dimension. So reminding that India show me, tells you exactly what you need. Mendoza know exactly what you need for a pie chart. So here it's a dimension and a measure. So let's pick sales and I'm gonna do ship status. So again, holding that control button so you can select multiple ones that we're going to select a pie. And then let's minimize this. The first thing we always do with a pie chart is always expanded entire view. It just makes it easier when you're designing and labeling things. You can see things very clearly. Let's start with the colors. If I click here, you'll notice that there's no single color palette. The main reason is because by nature of a pie chart, you will always have slices. Otherwise it kind of defeats the purpose of a pie chart. Like if I get rid of this color, it's just a circle, one color. So you're just saying, Oh, just accounts for a 100%, which doesn't make any sense. So we're always going to have this Edit Colors where you choose what the split up is. We can choose again whichever palette we want. I'm not gonna go through this because we've been through it so many times with the other visualizations, signed pellet apply and okay, you can see we've got our colors, right? They're going into a few of the other options. We have. Opacity, this adjusted again, how see-through It is. However, I very rarely, actually, I can't even recall when I've ever seen anyone do a Clear or reduced opacity pie chart, maybe you would do it because in Tableau you can overlay pie charts with maps, for example, or you can overlay, overlay it with other things. But even then I wouldn't see any reason to reduce the opacity. It may actually kind of have an adverse effect in terms of reading your visualization. Like I mean, that doesn't even look good. Even if you add a border doesn't look right. Well, so you don't need to keep it simple. There's a reason that pie charts come standard as solid color. There's a reason for that, and that's a reason Tableau chooses that because it's the easiest way to view it. But if you wanted to, because I don't know, you wanted to use it. It's there. The next one is the boarders. Again, I've never seen this and I would actually advise to never use borders on pie charts. So that's just, that's just my viewpoint. If you want to, I'm not going to help you. But the whole point of pie charts is that it's separated by colors. The choice of colors is deliberate. These colors are not chosen because they're just pretty, it's because the way they contrast allows the human eye to distinguish between them very easily. If you choose something that's all one color, for example, all blue like this and will go assigned pellet gets a little bit harder, and this is bad practice. You never wanna do this. This is where confusion takes place. And you might think it's like, well, it's not that hard. But some people have color, eyesight problems at that they can't distinguish colors very well. There's a reason these are chosen. Tableau is even gone to the lengths to consider people who are color blind. So if you go here to the, I think it's a fourth one or third one, colorblind. And apply this, this house with people who are colorblind because a lot of people actually have eye problems. So you want to make it as easy as possible for everyone. If you are in an industry where the average age is quite high, I've had a lot of issues where I've been requested or can you make the college a little bit better or easier for us to see? I'm not talking about like, you know, nine-year-old. I'm talking like 30-year-old, 40-year-old saying, you know, it's a bit hard to see. So always consider your audience when choosing this kind of stuff. When you have good colors chosen, you really don't need a border. In fact, they just, it just distracts you from like the labels or whatever it is that they're reading. The next thing is the size. The size when you're initially developing a pie chart. Totally unnecessary, like it does, it makes it larger or smaller. But this does not play a role until we get into dashboard view. Because when you get into dashboard view, that's when the size of the pie chart needs to be adjusted because you've now mixed it in with other visualizations based on the size of your canvas, let's call it. So we'll get into more detail about that. But at this stage are you really don't need to worry about it. The next one is the label. So let's add a label in here. Let's go through the same thing that we did last time, which is we're going to add ship status into the label because that's what we're using to split it by color. You can see on schedule late delivery and early delivery, we're gonna add the sum of sales again into the label. So this is just good practice for you guys. Struck that into label. Then we're gonna right-click on this label. Excuse me. We're gonna go Quick Table Calculation. And we're going to go Percent of total because this is just a really standard thing with pie charts. Every beginner, almost every beginner that I've worked with, that does pies are like, well, how do I add percentages? Just a normal thing that they ask. So we'll go Percent of total. We've got that in there. And we also want to add the value itself. We go sales. Let's drop that into label. And now we have that value going into customization mode. There's a few things we can do. We can go into full customization where we can adjust the from here. And I'm gonna do it real quickly. Again. We've done this numerous times, but repetition, repetition. That's how we learn. Let's put a bracket here. You can, you can decorate it. However you like. One of the cool that format and not decorated, it would be so much cooler to cold things. What's the decoration on your texts? But I'm sure in media companies that have very special terms. So we have the text labels like so. Going back in here, I tend to use this one more than I use this font one, mainly because when you use this one, it applies the same thing to everything in your texts. And I don't want that. I always want to be able to distinguish easily that the person doesn't have to try and go which ones, that percentage, which one's a number, it's a microsecond thing of, they're trying to decide, but that's mental energy, Brayton energy that they have to use on reading my data, then actually decision-making. You want to make it as easy as possible for everybody. So if I go here and go 14, it just makes everything 14, it makes it hard to distinguish between them. So just undo. So if you want to undo just that back button as a reminder. So I very rarely use this unless I have a single label alignment. Don't worry about that. Well, my throat, with the marks, this I never use for pie charts, mainly because with a pie chart, you don't want too many elements. That is just proper practice for a pie chart. Let me just show you a quick example. If I do sales and something with a lot of cuts, right? So state and we'll go pi. That is bad. Practice. Don't ever do that. Whenever I see this. It's just bad because it doesn't give you any information. It's just confusing, it's just useless. If you ever had something like this, you're better off doing it in a hierarchy where you can add a little bit more kind of grouping. Or you can even do a bubble, or even simpler than that. You can just go with a bar chart and just add some colors in here. Maybe you want to split up a little bit differently, but you have way better choices than a pie chart. And I'll go back to the original one. Much better choices than doing this. So please, you gotta learn to choose the right visualization for the right daughter said this would not be appropriate. Let's get rid of that because it's making me sick. Just looking at it. All right, going back to this one. That is your labeling. So here with the marks to label, we can do min-max. It looks like it's broken when one doesn't show up and this has happened to me before with someone goes, hey Jed, you okay, check that visualization is something's not working because pie charts should have labels going into selected. Again, I don't like this because it means you have to refer from this color to this color on the right side, from this one to this. And that takes time. I don't like that. And when you click on it, then you see the value. It's just an extra step for my audience members. I don't want them to have to, I don't want to have put that much effort in loops or one. And then highlighted is again, very similar to select it, except when you click on the legend. Totally useless in my opinion. Because, I mean, why add that extra step for your users if you only have three slices, don't need it. So I just leave this on all. Just makes more sense. The very last thing is the tooltip. Tooltip in this case, again, is exactly the same as the rest. So when we click on that tool tip, come up with this option and we can adjust this. I'm not gonna, I'm not gonna do it again just because it's exactly the same. But feel free to have a play. That is how you visualize. Visualize, that is how you format your pie chart. Hope you enjoy it and I'll see you at the next video. 16. 2-10 Quick Table Calculations Running Total, Moving Average, Multiple Measures, Moving Average Ex: In this video, we're gonna be talking about quick table calculations. And you've actually already done one called the percent of total we're going to do to the other ones which are running total and moving average. So let's begin. What I've actually done is I've closed the previous tableau public dashboard and sheets and all that kind of stuff. And I'm starting fresh. This is to give you practice to connecting to data and using the load screen and the datasource screen. So let's take that file. I'm going to drag and drop anywhere in here. And we have again our Excel data in table form. We have our data types, we've got our field Headings, we've got the sheet that we are analyzing and that she can be brought in from here. And that she comes from the XML file that we have connected to. Once we're happy with that, we pretty much go down here and click on sheet one and we're ready to go. The first thing we're going to do is a running total. This is probably one of the most common types of calculations. In Microsoft Excel, for example, you have to physically write the calculation and then do it. Tableau is way easier. It's an inbuilt function. One click and, and the whole thing's dot. So let's start with a date type of visualization. We're going to use the show me function to create this. I'm going to go Sales and let's go order date. And we're gonna do a continuous line. So that's this one right here. And this will give it to me in the highest level of granularity, which is year, We want something a bit more detailed. So I'm going to press the plus button right here. And maybe one more. Yeah, that's good. When we read this, this visualization is basically telling me On January 2018, we made $22 thousand. In February we made $13 thousand. But can you tell me on this date around here, how much have we made since the beginning? That would mean you have to add up to this point, this point, this point, this point, and so on, until you get to the, to that time period and go all we've we've made this much money to date. Well, we can use a running total. Typically what I do, especially when training people for the first time, is you can actually add another set of lines. What do I mean by that? If I take sales and I drag it right next to the one I already have, I can have two of them, which is really cool. And the reason I do this when I'm teaching is so that you can see the before and after of what we're about to do. Looking at the second one, I can right-click here. And similar to the percent of total that we did for the pies, we're gonna go Quick Table Calculation and we're going to go running, total. These running totals, there's heaps you can do with this. We will cover this in huge detail. I think it's going to be in the intermediate section. And you'll see all the amazing, freakishly crazy things you can do with this stuff. So we're gonna go Quick Table Calculation, running total and what that's going to do, he's going to add it up. So it's going to be an, a cumulative result running total that will only apply to the second one. So the way you read this as this first one is here. The second one is this visualization. You can actually add as many measures as you want here, and it'll keep adding it to the bottom. So if I take quantity, I can put it here. And now I have quantity down here. I can add maybe not sales will add profit. And I can add profit down there. You can add as many as you like. And one other thing is I'm just going to get rid of these. We're going to go dragon that I usually drop it here in the gray just to get rid of. One of the other things you can do with this. Actually three is good, is each one can be a different type of visualization. They don't all have to be lines. So over here, you will notice in the mark section, as you add more measures, you'll also see more tabs appear. Here. Each of these tabs correspond to one of these measures. The first one corresponds to this 1, second 1 corresponds to this one, and the third one corresponds to this one. That means for each set of visualizations I have, for each of the lines, I can do custom formatting for each one as well, and a custom, custom visualization type. If I click on this first one here, I actually don't click here directly. Just a little tip. I actually click up here. And that just guarantees I'm, I'm modifying the right one because sometimes these look the same and you think you're modifying, For example, the first one which is this, then suddenly this one starts to format. So it can be confusing. So what I tend to do is I just click up here for the one that I'm doing. So if I click on that, I know I'm guaranteed that it's this first one. If I do this, notice this thing is changing every time I click on it. And as you can see, Let's start with the first one. I click here. We're going to leave and we're gonna make this one a bar. So I'm going to click here and we're gonna go bar. So we can actually have a bar and align. Pretty cool. This second one, which is the running total, you can see that the axis value is way higher now because it's taking this number plus this number plus this number all the way to the end. And if you want to test it, take the first two values. So we've got this one, which is, I can see here $22,814. And this one is $13,639. And if you look at the next point, what does I in my head was 4035 ish. If I take this one. Here we go. And you can see the running sum of sales along Table across thirty six thousand, four hundred and fifty three and fifty three dollars. So we can see that this is actually cumulative. The cool thing is when you select one as well, it will actually select all the corresponding data points for each of the other visualization. So you can actually see all that information in a single line. So you can say that at this time period, November 2019, we made a sale in that month of 8210.781722 with a quantity of 1239 units and a running sum to date of 846 thousand. So on and so forth. So that's really cool. For this middle one we can format, let's say I want to change the color. So I can change that. And for this last one, if I wanted to make it an area, I can do that too. So that's one of the beauties of being able to add as many measures and doing this, you can squeeze so much more in. And they're all on the same timescale, which is great. And the next thing we're going to do is a running total, but that is not time-based. Let's do a new sheet. Just clicking on this button down here. And what we're going to do is instead of, again, a time-based, we're just going to choose a, a normal one. So let's do a bar. So I'm going to start with quantity. Let's do Yellowstone quantity. And I'm going to split this up by subcategory. So when I do that, I have them all as categories. This is not time-based, but I can still do a running total. I can say one plus the other because there could be an order to this based on whatever data you have. It's really up to you, but I can still apply running total. Let's duplicate this sum of quantity. So I can take this and put another one in. Again, you don't have to do a second one. You can apply running total to this first one if you wish. This is really for training. So you can apply running total here that there's no reason why you couldn't. I like to just do this as a kind of beginner kind of intro to it. So you can see before and after sum of, sum of quantity for the second one, we right-click and we're going to go running total. I wouldn't can have our running total, so applies here as well that you're running total. The next one is moving average. Now not all of you may need moving average, but more often than not, I end up teaching beginners moving average pretty early on in their development. So let's do a fresh one. And I'm gonna give a very particular situation. Let's look at quantity. So I'm gonna double-click that quantity bar and I'm going to add in the order date. So double-click. But see how this is obtained on a robot and see how this is blue. That tells me straight away that it's discrete, which is this group right here. I want this to be continuous and you'll see why this is year. I want to increase the granularity bit more, bit more, bit more. Okay? I'm doing this on purpose. Sometimes your data is really this messy and you have to try and find insights from this. How on earth do you find a trend or a pattern or anything in data looks like this. Because if you go backwards and say, Let's go quarter, you lose too much, too much of the little ebbs and flows of your data set. When is this important? Think about like investing stocks, shares, company tracking like over very, very small timescales, you need to really be able to see kind of the trend, the general movement of the economy may be something like that. So it has a lot of applications. Let's again put this back to day. This is where the moving average really shine. So moving averages is also used in signal processing. Acoustic engineering, which I used to do sound waves, vibration, that kinda saw a lot of that comes into it. What we're going to do is we're going to duplicate the Sum of Quantity. First. I'm gonna take this and go here. And then what I'm gonna do is I'm going to apply this moving average. So I'm going to right-click here. Quick table. Instead of running total, We're gonna go moving average. And you'll notice that it changes a little bit. I'll get into the mathematics in a second. Then what we're going to do is we're going to increase the timescale of the moving average. And you notice this starts to smooth out because it is kind of considered as a smoothing function. I'm going to right-click here. I'm gonna go Edit Table Calculation. That's going to bring up a little menu. You don't have to worry about anything except this part right here. If I open this up, I can choose how far back the moving average applies. So if I do this one by one, this is in terms of days because that's the increment that we've chosen. Notice the line starts to smooth out and you start to see the general pattern underneath the data. You see that I get smoother and smoother the longer you're moving average is applied in terms of the time, time period. Let's close that. So I've done a 30-day, let's call it a 30-day trailing moving average. I can do a leading MOOC Moving Average by just changing this one so I can go forwards in time. If I wanted to. Generally speaking, everyone uses the trailing one because, for example, for stocks, you cannot use future data to predict the past. I mean, doesn't make any sense. So let's close this. Now. This part you don't need to know, but is it just to show you, how is this in here? Alright, how was this bottom pattern in here somewhere? Well, again, you don't have to do this, but this is just to demonstrate. I'm going to overlay these two and I'm going to synchronize them up. And then I'm going to reduce the transition, the transition, the opacity. And as you can see, it is almost in the middle of all the lines because that is the underlying pattern of this particular, let's call it a signal. That is the beauty of moving average. I'm going to show you the mathematics of how it actually does, and I'll just do it really quickly. What I have here is just Microsoft Excel. And I just took those data points from the really messy pattern, and I just put it into Microsoft Excel. So we have the date and the time period here, and then the quantity. What I'm gonna do is I'm gonna do a little bit of visualization. I'm gonna put a kind of, if you don't know what this is, okay, this is really a demonstration. I'm going to put like a conditional format here. So the bars represent the values. We can see 40 is a much longer bar versus one which is a much shorter bar. This in terms of the bars, is quite erratic. It's kind of all over the place. A moving average, let's say a five day moving average is if I take these five values right here and I add them up, so that total is 60 divided by five. That gives me my MOOC, that gives me my average value. There is an inbuilt function in Excel that lets me do that. So I just go average and I select the range. So that is my five-day average. I do that for the next point. The average for the next five. Alright, so it's, it's shifting one-by-one. And instead of typing them out, I'm just going to copy this formula all the way down. I can go all the way down like that. Like so. And just to show you how the formulas are kind of shifting down, I'm just going to go into formula mode, which basically just shows me the underlying calculations and older links. You can see that the average moves downwards as they're calculated. That is how the average function works. And it's called moving average because the average is moving. Let's put some bars on this. Let's give it a different color, let's say purple. What you'll notice is the value's not hire. They're two different scales of length. But you can't see it's a lot smoother than this one, and that's what the moving average does. So let's head over back to Tableau. We are back now here in Tableau, and that is how you use moving average. If you struggle with that a little bit, be sure to get in touch with me and I can go into some more detail if you need to or if you're struggling with just a particular thing, let me know and we can go into that as well privately if you wish. That is it. Hope you enjoyed it and I'll see you in the next video. 17. 2-11 Dashboard Development Layout, Dashboard Sizing, Titles, Formatting: In this video, we're finally going to build a dashboard. And a dashboard is really just a collection of the worksheets that you've been creating. Lets go ahead and do that. What I actually want to do is I want to clear up these ones because I want to create some very specific ones for the dashboard. And again, repetition get you that, get you to practice. Let's go ahead and delete this. I'm gonna right-click Delete. And I'm also gonna show you something very, very cool. Delete. And if you go to this last one, see deletes not available. The reason for that is you always need to end up with at least one sheet. So before you can delete this loss one, you have to create a new sheet first. Before you can delete this. It's a little thing, but people still ask me about that. And what we're going to do is we're gonna do 33 sheets. So I'm gonna create another one and another one. Let's call the first one line and area. Let's do this one, bar. And the last one we'll do pi. So what I'm gonna do crazy formatting, Just a quick one because really this video is about dashboards. For the first one line and area, we're going to do actually three measures. And here's a little trick. If I hold Control and I select all three or as many as you like. And then we're going to select a date dimension. We go to show me. We do continuous line for example. It can actually build all three. So you can see how much time you can say with this stuff. Imagine how long that would have taken in Microsoft Excel. You know, you're cleaning data. You have to select the fields and then you have to do all this stuff. Jesus, paid in the button. We're gonna change a granularity, which kinda press this plus symbol. There we go. And we're going to just give them a little bit of color. Maybe I want to make them all areas. So instead of modifying each one, I can actually just use this ALL card and it modifies all of them so I can go area and now they're old area. Neat little trick. I can go to this first one. Let's make this orange. Let's make the second one green. And that's probably enough for formatting. Let's head over to bar. And we're going to do to two-dimensions, but we're gonna go category and let's do subcategory. And for the measures, let's do two again. Let's go profit and sales. Let's go show me. And we're gonna do the bar. Could do it that way or I can go column, whichever you like. Probably best for this example to go with the bar going this way. And we're also going to give it some color using category. So let's take category and drop it into color. That colors the whole thing. And another thing is, we've used a for Pies. But whenever you do bars, it always takes up only what it needs to take up, which doesn't really look good. You want to really maximize the real estate. So you can use that same function we did for Pies from here and switch from standard to entire view. And it goes and stretches itself. And it looks much nicer. Let's do the last one pi. I'm going to do just the standard one. So let's say region. And let's go quantity. Let's do the pi. Let's go entire view. And I'm simply going to add the label. That's all region. And there we have it. Let's build a dashboard. So first we have to create a dashboard. Kind of, I don't wanna say sheep, but we have to create a dashboard first. If you look down here, there are three buttons. The first button is it creates Sheet. The second button is Create Dashboard. Let's go ahead and click that. And you'll notice it looks very different. Johann might look a little bit different. This is maybe a different size for you, but that's okay. We're going to cover that. This is basically where your visualizations go. So you know, you have your bar charts and you have your pies and and all that. You have it here. And what's the I don't we didn't and lines and all that. So we're going to build that now. The first thing we wanna do, consider it because everyone has a different size computer. Some people are using, you know, gigantic carved gaming screens for War, World of Warcraft or something like that, or something that, something crazy like that. And then some people have tiny 10-inch laptops. So what you're going to do for, for you is if you go over here to size, I want you to adjust it for your screen. Let's go into here and there are multiple options. We're not gonna go into detail about it because we do cover that later. We're instead gonna go fix size and leave that on custom. And you keep adjusting this using the controls until it fits nicely on your screen. You can see my ones shifting. And for me that's, that's good enough. I'm happy for that. Okay. Let me just have a little scratch here, like a dog. Let's bring in the sheets. There's two ways you can do it. You can either double-click and that brings it in instantly, or you can click and drag it in. The way the click and drag works is it's all tiles. It's not floating. Things that you have to make it like fit together. I hate that that drives me nuts. It uses up so much time trying to get them to fit nicely. Thank God for Tableau that they just put them in tiles and everything just slumps in. So I can do that for pi as well. So let's grab pi. The only thing is this does take a bit of practice. I've noticed for people, for some, like when I did this iconic go, Yeah, it makes sense. You just put the tiles wherever. But it's sort of like for somebody, for some reason, a lot of people need a little practice with it. But that's okay. You just practice. So if I wasn't to move pi underneath here, I grabbed this handle so I'll go to activate it first. So you activate it. And then you'll see this handle right here. So you grab that Handel. And from there you just hold it and you can see if it, if it covers the whole thing, it means it's going to swap. Okay? Do that again. Swap. If I put it to the side or to the top, to the side, it will go next to it. And then the other one will stretch down. If I wanted to put it underneath the bar one, again, we're going to grab it. I'm gonna go, I'll do this really slowly and go here. And you can see the bar one has now dropped down. We can move this one up. Right? That replaces it. If I keep going. Right, we have that one at the top. What do I do if I want this bar to be all the way across? And then this one to go next to the PI. This is where it gets tricky. I grabbed this one. So it's a bit of foresight where if you grab this and you put it here, it, the rest of the visualizations have to fill the available space. If I drop that in here, everything will kind of space out. Once you get used to it, you can build dashboards and visualizations so damn quickly it's crazy. I can also adjust the sizing of these until it suits me. So for the rest of I'm actually quite happy. For the pi. It's way too much whitespace. I can either reduce this and once I've activated, I can reduce it like so. Or we can finally use that sizing tool. So we can go back to this pie sheet and we can adjust this size. So if I increase that, let's have a look at how it looks on the dashboard. Bit to big. Unless you really like pi, i love my apple pie. So let's make this a little bit bigger like that. And you can see it fits a little bit nicely, a little bit more nicely. And let's shrink it down a bit. There we go. And now let's talk about these legends. These come by default based on what you've already designed. So for example, this bar, if I go back to, what is this bar, will go back to the bar sheet right here. This one actually has a legend that is automatic once you add a color or once you do all sorts of things to it or formatting, you'll start to have more legends and labels. And once you start doing filters, you'll start seeing filters as well. So that's kind of part of it. Sometimes you may not need it. Let's say this office furniture, this coloring is really just to help distinguish. It doesn't really mean anything besides that. So if I activate it, I can actually press this X and just get rid of that. Same goes for this pi, which is the region. I can get rid of it. If I ever needed to bring it back. I simply go and analysis. And where we're going. We have to activate the sheet from which it comes from first. And then we click on Analysis, then we click on legends and we just bring back the color legend. You can see it there. I can also move this somewhere else as well. So if I grab this, I can move it just like everything else. And I can put it underneath the pi. So you can see now it's grayed out. It's like that. And maybe I want it to be like completely flat. So if I grab the top of this just slowly, you can see now it's a single line. And if I want to adjust how widens space out there, just to the left of the next one, you'll see these dashed lines come up. If you drag it, it will evenly space itself. So a neat little trick. Then we have just this one more. These ones. So all these things like legends and filters and all that stuff, once you start seeing him, they all go inside this default container. This is to keep it very neat. So you don't have filters on buttons all over the place. It all ends up in here. You can later on add some more. But again, let's not worry about that for now. If you wanted to get rid of it. If you click this first one and get rid of, it will just disappear on its own. But if you want to get rid of it entirely, you click this whitespace until it turns blue. And then you press X. And anything you have in there, let's say you have ten legends that you don't need. You can just get rid of all of them. All of them in one go. Oh, there we go. And just a warning delete container. You have something inside? Yes. Delete and everything. Again, we'll fill out the available space. Next thing is the title. So if I go down here all the way to the bottom left, you'll see show dashboard title. Let's click there. And I can actually edit the name of this simply by double-clicking. Let's call this my most colorful dashboard. And same as tooltip, same as text labels and all that I can modify this my go to is 22 blue, 22 blue. 22 blue. And I'll just just fine. That's kinda like my standard. I'll go like that and just go, OK. Go. And I can also edit the names of each of these sheets. By default, the name of the name of this comes from what you name it down here. That's why it's so important to name these because otherwise you get xi one, xi two, xi three, xi for Shiva. And you get so confused. And I see even like the most seasoned professionals wasting so much time, they put the wrong one in the right one bag and all this kinda stuff. Apple.tar Time for a year. That's a lot of time you've wasted just trying to find the right one. You know, just be organized. From here, we can actually customize these headings. So I'll just do one of them. If I double-click or where the majority tool. If I double-click this, I can actually go in and type whatever I want when it's grayed out and it's got these kind of greater than equal to a means. It's a dynamic label, which means it'll self-adjust based on what you call it in the sheets. But sometimes you haven't got that much space and you want to give a better description so we can say category and sub category, sales and profits and go, okay, well I won't worry too much about the formatting in a second. And that's how you do the labels. Last thing I'm going to show you is once you start having more sheets, more dashboards, it can become quite annoying having to format every single one. A little trick you can do is if you go up here to format and you click on workbook, this lets you format the entire workbook and everything else that you build moving forward. If I, for example, want to change the format of the entire workbook, everything I do, click on this first one and switch it to something else. So I'm going to say something just ridiculous, just so you can see that it's different. So I'm gonna go Viner hand EITC and everything changes. That is just like a blanket thing. If I wanna change the text inside. So all these texts, I can do that using worksheets. Let's say I want to make that bigger. All the internal data labels and all that get larger as well. And I can change all the colors. You can see everything's changing color. You probably don't want to go to these this extreme. Let's change the phone back just so you can read a little bit. Let's go trebuchet. The next one is the tooltip. So when you hover, you can see this tooltip. I probably wouldn't use this because I tend to customize my own tooltips anyway. But if you want that just them all, let's add just make it ridiculous. 24. You can see I was a gigantic, gigantic. The next one is the worksheet title. So that's just the one we modified right here. This is a massive time-saver because you will be going inside titles a lot to really give it proper details. So I actually don't like it when it's 15, I feel like it's 12 should be default because 15 is to close most of the time to the tidal size and you don't want it to kind of grab that attention. So maybe 12 is good, a bold, and give it a slightly different color. And that already looks pretty good. Dashboard titles, which is this one, let's say red. You can see that top one is red. And let's make it 22. Bold. There we go. And story titles, we're not, we haven't done stories yet. So the benefit of doing it this way is that when I create a new dashboard, I'm gonna create a, just another one and chuck stuff in. You can see, I'm sure due to super quick, all the formatting that I had just applied to the other one is already in this. That means I can churn out heaps of dashboards already formatted, already organized. I just have to do maybe a little clean up in layout and it's done. You can literally create a solution in like half an hour. I've had contracts and projects where someone goes listen, we've been struggling with this for months. We want to be able to see this half an hour done, you know, and they're just like holy crap, like, how did you build that so quickly when you know these tricks, you can really create really quick solutions and you can get through that iterative process which will also be covering in how you go about your projects, how you'd meet with clients, how you manage your stakeholders. I come up with solutions. You know, all your Agile development is a lot of stuff you are going to learn in this course. So that is it for dashboards. Hope you enjoy it and I'll see you at the next video. 18. 2-12 Tableau Public and Desktop Copy, Export, Print to PDF, Print, Print Screen: In this video, we're gonna talk about how to get your dashboard out of tableau so you can share it. Maybe you want to copy it and put it into your presentation, or you want to email it to someone or whatever you really want to do. I'm gonna show you how to go about that. So in Tableau Public gets a little bit different from Tableau Desktop, so will do both depending on which one you're using. For Tableau Public, it's a little bit more limited because they kind of want to do that on purpose or you buy the full version, but I have a way around that, so don't worry, I have here the dashboard that we built, and I'm not proud of this formatting. So what we're going to do is if you go again into that format button and you go workbook, if you've ever like, completely destroyed your formatting, you're like, I can't show my I control my wife. This kind of thing. Just go down here to the bottom, to the bottom, and click on reset to default and just puts everything back the way it was. Great if you're, if you want to go back again, just do undo and you can go backwards and forwards as you wish. From here, we can actually get this out of here. If you go into Dashboard, sorry, not dashboard. Yes, it is dashboard. What you'll notice here is there is no copy or export button that is on purpose. If I go into worksheet, there is an export. But even if I go to a worksheet, for example, you still conics Born Again, this is because they're limiting your capabilities. From my understanding, I haven't found a way to activate this anyway, but it doesn't really matter. And if I go here to file, you'll see there's no print, there's no print to PDF. Because again, they're trying to limit you. The way you can get this out, which is a bit of a cheat, is if you go to your dashboard, if you click on either this button here, which is Presentation mode, or if you go window F7 presentation mode, you can go into full screen. Then what I tend to do is on your keyboard, you will have a Print Screen button if you're not familiar with that Dwyer, I'll give a little photo of a keyboard so you can see exactly what it is. Sometimes you have to hold Shift and then press it or sometimes you can just press it directly. So I'm just gonna press mine directly. Like so. And that will copy it into your invisible clipboard. If I open up Microsoft Paint, for example, and I click paste up here on the left. Something on the keyboard. I have, I have just extracted my visualizations. So from there what I can really do is just, you know, ignoring my face, pretend that wasn't there. I can just highlight what I what I want because I've got Joel screens actually. So there's just from my end my second monitor, so ignore that. But I've got my presentation here. I can highlight this. I can go crop. And that just makes it easier to get just what I need. And from there I can copy paste, I can do whatever I want put in presentations. So that's kind of your work around, but that's really your only option for Tableau Public, except for if I just get rid of this going back here, which is saving to Tableau Public online. But we'll get to that in another video because there is a bit of setup. Well, we're going to do next is we're going to get Tableau Desktop. So Tableau desktop, as a reminder, is the full visualization version of Tableau. Public writes the full thing so you get full functionality. What I've done is I've opened one up here and I just rebuilt the entire thing. I don't worry so much about formatting is really just to show you the differences. If I go here to Dashboard, you'll see, whoops, what's my Join tool? If I go Dashboard, you'll see that there is now a copy image, export image. So if I just click Copy, it was the same as like similar to the print screen. If I open up Microsoft Paint and I just press paste, paste, there it is there. So that's the first way to get it out. The second way to get it out is if I go here and I go export images, a little bit more high clause. So we go Export Image. And you're gonna get this option here. And you can choose the type of image type you want. Most of the time when we just leave it on PNG because it's kind of the best one. And let's just call this dashboard with no Xero dashboard export and go save. Going into my Downloads. I can see here the file that was just saved. So this is now a PNG format that I've just exported. So that's your second method. I don't even use this simply because I can just use, for example, the snipping tool, you know, on Microsoft. Let's just go nu, I can just go like this. Copy it out and I've got it again. So that's another option or you can use other types of software if you want. So that's your dashboard for your worksheets. If you ever wanted to export just one of them. You can go worksheet and go copy. Again, same thing, copy as a image or export. Same as before, except you're only, you're doing it for sheets rather than dashboard. So no need to go through that same thing. The next one is, if you go into file, we have two things we can do. If you go down here, you can see print to PDF. I'm gonna click that. And I can choose, actually, no, let's go into Dashboard first. So you have to be in the sheet or the dashboard that you want to actually export. So go File, Print to PDF. We're going to go active sheets or just the one we're in. We're gonna do a and we're going to do landscape. Go OK. And because, you know, landscape. So we're gonna go, okay, it's gonna ask me where I want to save it. Let's go landscape PDF and save. So that's going to open it up and you can see straight away it's on a PDF is probably the quickest method because if you're already going to just print it out and one of them and just go straight to PDF. That's one option. There's also a second thing you can do once you have multiple dashboards or multiple sheets and you want to get all of them on a PDF. You can go file, print to PDF, Entire Workbook. And that will grab everything that you have here. And if I go landscape, Same thing again, go, okay. You could do the same thing, so we'll go landscape will save. You. Now have each one included. I don't know what to. All right. So this happens when it's too big for the A4 page. Tries to put on multiple pages. Again, it looks super ugly. So sometimes you do need to adjust it. But I mean, very rarely would I do sheets. I always take my even if it's just one visualization, I'll take it and put it on a dashboard and size it inside the dashboard view, which takes me to my next point. Going into Tableau desktop. If you wanted to fit perfectly on a page going here to size. We did fixed size and we just did like a custom sizing that's just for your computer, but once you're ready to put it on a four or something like that to make sure the ratios fit. Click on Custom here or click this drop down and look for a4 landscape. Or if you want to print larger A3 landscape, I tend to not use many of these. Most of the time, I'll just customize it because, for example, when you're working in a company, the dashboards most likely will not get printed. They will instead get published to the Cloud platform called Tableau online. And what I tend to do is based on the size of the monitors or the laptops that most people in the company generally use. I use that ratio and I test that, make sure that they have a good viewing experience, that we don't have to scroll around so much. But for us we're going to go A4 landscape. And that will just give a better ratio and one listening to worry about. So if I go File, Print to PDF, Active Sheet A4, landscape. Okay. Let's just save my copy. And there we have it. Close this. The last option is if I go print and this will just print straight to your computer. I'm not going to go into the settings of the printer because it's kinda pointless. Everyone's going to be using a different printer and every printer setting is completely different. What I would actually recommend is don't even use this just in my opinion, because from here it's hard to tell what it's gonna look like after it prints. So you end up printing one going on. It's not quite what I wanted and they have to print it again, it's wasted paper. You don't don't waste that. Don't waste paper, just get it right the first time. So what I actually recommend is printed to PDF. Because when you print it to PDF, you're going to see what it looks like on paper anyway. And that's the PNG. Let's open the PDF. So you're going to see exactly how it looks like if you feel, well, it's not really filling it out completely well, adjust that in your dashboard. So if I go here, instead of a four landscape, I'm gonna give a little bit more with, let's say 1250. So give it a little bit more. But actually it just got to kill him. Will go File, Print to PDF. So same thing, A4 landscape. Okay, we'll just replace the old one and let's see how that looks. You can see it's getting closer and closer. And once you're happy with it and you're located, this is good. Then print the PDF at least then yeah, you're not wasting paper. That is it. So those are the ways you can get it out of both Tableau Public, which is kind of our cheap print screen way. And then we also have Tableau Desktop, which gives you all the options available. Sre, we hope you enjoyed Nc at the next video. 19. 2-13 Publishing to Tableau Public (Provide Links): In this video, we're gonna talk about Tableau Public. And Tableau Public is really important, especially if you're looking for jobs. Whether it's like freelancing or if you are actually applying for a job, there's a huge benefit it has. I don't know how many people really use it to their advantage for that reason. And I'm gonna explain to you exactly why it's important. Let's get into our dashboard. So I'm here on Tableau Public With the visualization that we created, and I can publish this online, I can publish it to Tableau Public online. Let's go into Tableau Public for us and I'll give you a little bit of a tour. So I'm gonna open a Incognito Mode. Main reason is because I already have an account. So this will show you what it looks like. So if I just type in Tableau Public and I'll provide links in the description of this video anyway. Just going to click on this first one. And you're gonna come to this page. What you'll wanna do is you want to sign up and we just make the text bigger. I'm an old man. We have the Sign Up button, so you go ahead and click that. Put your details. And again, I've already done this, so I'm not really gonna do it again. Instead, I'm going to log in and I'm going to show you kind of my profile back in a second. Here we are on my profile and the first thing you will notice is I look very different without a beard. And see here, it's that was a little while ago. But it's yeah, it's been awhile. I clean up pretty good, especially when I go to suit. But that's besides the point. What I'm gonna do once I'm here in Tableau Public, if you hover over your face, you're gonna see my profile. If you click on that, it's going to bring you here and in your one because you just create a, you'll have nothing in here. It's a good idea for anything you create, whether it's like, you've just started, like even throughout this course, every time you build something, publish it here. Two things. Number one is it tracks your progress. So you can actually see when you first start in Tableau, how you create a visualization when you like, let's say a year later, two years later. And the things you can create like, I mean, let me bring back that. This is the stuff I would have been creating within the first month of my tableau. And I was like learning on my own. And then as you get better, you start to get a bit more creative. So let me show you this one I just did is published on the YouTube, my youtube channel jelly manage cation. And this was just to show that it's not just bar chart, bar chart, and then it'll squared up. You can take it to a, you can make it quite artistic. And there's, there's heaps of things you can do. And so you've got that. You can track your progress. You can also use this to wet when you need ideas. So you want to visualize something and you go, oh yeah, how did I visualize that type of data? Come back in here and you're like, oh, there it is. Now I know how to go about it. And when you open it up, square for this, you'll see this button at the top. So you can actually download the work getting Go and check how you constructed it. So that is a huge advantage. Employers will also look here. So for example, you're applying for jobs. One of the things that people do, let's say you're, hey Char, whoever you're wherever it is. One of the first things they do is they Google, you were gonna Google it. They're gonna put your name, Jed Quinto, and then see what comes up. And they're trying to check for a digital presence statistically, I have heard that. That is the first thing that they do before they really get into your resume and your cover letter and Old.stuff, they are going to check your digital presence. So imagine, let's say I'm an employer and I'm like, who is this guy or girl? And I go to Tableau Public's like, damn, look at all the visualizations. You don't need to tell me in a resume tech, expert level skills in tableau. I can see your skills. I can see that, you know, if I'm a programmer, I'm like, man, that is advanced stuff. Not everyone can do that. And from there I already have an idea of what I'm getting. As a employee. Going back into Tableau Public, The way you publish it to the cloud, once you your account is to go File, Save to Tableau, a tableau, Tableau Public as. Let's click that. And we're gonna give this a name. It's called mind most colorful dash board. And we're just gonna go safe. That's going to connect to the cloud. You know what's going to go through Singapore into some underground tunnel. Maybe you'll go through friends, have a croissant and the signals and all that kinda stuff. Eventually your browser will open all the way back to where you live. And there you have. This is now publicly available, so please make sure that if you are going to be publishing stuff here, do not publish anything. That's privacy mark. If you have customer information like from your company, It's protected. Privacy laws all around and be very careful this is publicly available. Anyone can access this data. They can actually just click here, click on this button. Go full data, show all columns and they can extract all your datasets. So if you have phone numbers in here or anything like that, it's gone. Alright, be very, very careful about doing that. There we have it in here. And if you click here on the bottom, you can add some information where it's from, links, your name or that kind of stuff. So I'm gonna get into that. That is how you do it in Tableau Public Tool, which is this one in the Tableau Desktop Edition to little bit different. This is Tableau Desktop. If I go file, you'll see that there is no save as to Tableau Public. That is because it's here in server. So you go server, Tableau Public Safety, Tableau Public as. And it's exactly the same thing after that point. That is how you use Tableau. Public. Hope you enjoyed it. I'll see you in the next video. 20. 2-14 Your First Assignment: We're gonna go through your very first assignment. I'm so excited because I wanna see how you go and your retention. And obviously you may not be able to do everything you can. Fantastic. But if you miss a few things here and there, as long as you know they exist, let's usually like half the battle, then you can kinda just go back and go, oh yeah, that's right. But don't worry, I'm going to do another video showing you exactly how to build these incase you get stuck in anywhere. But what I've done for this, so this is the final dashboard you have to build. I've provided clues because you are a beginner. So for example, this is pie chart. I just call it 12 because there's two years. So pie chart one segment versus some of profit. So that's already a little clue. And then some of the formatting that I've chosen here, I've also given some hints. So text label, formatting and summer color palette, wonder what that means. Pie chart number two. So region versus some of profit and there's some text level formatting and the neural stone color pellet. Next one is the bar chart. So this one's a little bit more complicated, but we'll see how you go region and segment versus ship status with Sum of Quantity, color by sum of quantity, sunrise, sunset, color, palette. Next one is the line chart running, and I've underlined running total profit versus month of order date. And I'll just make clear that there's no splits in here, which will give you a clue as to what kind of line graph this. And you can also see from the labels here some clues as well as to what to use. There is a color applied to it, which is also the neural stone. And we have a legend down here as well. Next one is an area chart and it is sales versus year and month notice. I did not say month of year, so little clue there. Color by the year, text labels at the loss value, opacity 70%. And this one also has a legend at the bottom. The last one is a column chart. So column chart, bar, chart, bar chart goes this way. Column chart goes this way. That's really the only difference. So call it segment versus Category and ship status with sum of sales. We're going to color by segment and use the summer color palette. That is it. Good luck, I wish you all the best. Enjoy. Don't beat yourself up if you can't figure it out. That's part of learning delicious, Have some fun. 21. 2-15 Assignment Answers: Let's go through the solution. So hopefully you did really, really well. Hopefully you go as much as you possibly can. And if you didn't get everything, that's okay. If you miss out on just a few things. Once we go through the solution, you're probably just going to be like, that's all it is. I still get that experience all the time. The really cool thing about this course is it's not like once we've done this, we move on to completely unrelated subjects. The way I've designed this course is that it builds on what you learn for every single section. And it's based on my experiences with training people in groups in face to face online, whatever it might be. So we will be advancing the things you learn here. I will go over things here and there. So let's get into the solution. So you're gonna see me looking left and right. I've actually got a screen shot of this because it will help when we rebuild. So let's start with pie chart number one. So we're gonna do segment some of profit and then we're gonna do some formatting. So there's a pretty standard pie chart. Let's first create a new sheet. And we have here some of profit, profit and segments. So I'm just going to start with what we need. So profit and segment. So holding that control button, we're gonna go to the Show Me, and we're simply going to select the pie. So that's step one. And we're going to expand this. Now you're one's going to have the standard colors. The reason mind looks like dyes because I've already built. And whenever you use, let's say a segment, it's always going to do the same colors. It's very smart for tableau because for example, when you have a dashboard and you have lots of different visualizations are different sheets, all using segment. They all get colored the same. And this is really important because When your eyes look at a dashboard and you see a color and it's got segment in it, for example, you will naturally assume everything else that's red is also segment. If you know it's read in one and blue and other and in green another, it just causes heaps of confusion, heaps of mistakes. So we don't want to do that and we let Tableau do the hard work. So let's get into the labeling. We're going to drop segment into label. Then we're going to bring in profit. And this is to do the percentage. So we're going to drop in the profit. Right-click here. Quick Table Calculation and Percent of total. That's going to make our percentage. Then we can add profit again. Alright, so we've got that and now we're going to do the text formatting. So we just click on the label, three dots. And we're just going to move this stuff around. So we're gonna bring segment to the top. So I'll just do the click and drag control a just the highlight everything we're gonna go sensor justified. I'm gonna make this one a little bit larger, so 12 bold. And we're gonna put brackets around the percentage. And don't be scared if you actually, then again, if you accidentally delete this, you can always add it back in using this Insert. Okay? So there we have it. I'm going to go preview just to make sure it's good and it is just going to go OK. Then to select the color, I'm going to click here and colors, I'm gonna go Edit Colors. And we're going to apply the summer pallet. So we'll click on summer and then you have to click assign colors. You'll notice this one is changed from blue because by default it does green, green, red. I actually just clicked on this and change it to blue in my example. So we're gonna go, okay. And that is the first one. Dominant. Let's do the next one, which is this pie chart right here, exact same thing, right? So again, this is just a little bit more practice but using different fields. So let's go through that again. So in this one it's going to be Region and sum of profits and we're gonna go region and some profit. Show Me pie chart. So that's step one. We're going to expand it entire view. Then we're going to add the labels little trick instead of bringing it in here. What I actually do once I've created is I just hold control and I grabbed it from in here. It's just saves me some microseconds, but I'm always thinking, who am I competing with? There's gonna be other analysts in this team or other analysts in other areas or other people I'm competing with for jobs or whatever, any edge I can get to build things a little bit. Fossa, I'm gonna take, you gotta think of yourself as an athlete. You know, you're trying to get any gains you can. So you're constantly trying to improve yourself. So what I do is I hold Control and I just grab it from here and I can drop it into label. And from here I can also hold control, grabbed profit, and duplicated as well into label. Then I'm going to right-click quick table Percent of total. And then from here do it again, sum of profit into label. When you get really quick, you can do that really quickly. So let me show you when you get really good at this. So you just go bang, bang, quick table Percent of total and then drop it in again and you're ready to go. So very quick. We're gonna go text, label three dots. And we're going to format this again, so bold. 12. We're going to move this one down here. Bracket, bracket. Read. Preview. Happy. Okay, that's the next one. And we're going to apply another coloring here. So it's neural stone. We're gonna go Edit Colors. And here it's already applied. So neural stone assigned palette and okay, so that one is now done. Let's do the next one. Now this one gets a little bit tricky. So let's figure out how are we going to do this. Some advice for you when you're recreating a bar chart, you've seen something someone else has done in trying to recreate it so that you can do something else. When you're a beginner, it's hard to know exactly the structure. So here is what you can do. I'm actually going to go to the sheet. Like so. So this is the sheet. And what I do, especially when I started, I'm only looking at the elements required to build this. I don't care how it's built. I just care about what elements are in it. For example, Region, Segment, ship status. And these are all the same so quantity. So as long as I bringing those four, that's kinda half the problem already done. So let's get into a new sheet. So I need region. So I'm gonna click region holding Control button and let's grab segment. Let's grab ship status, and let's get quantity. So once I have all those elements selected, I'm gonna go show me, and it is a bar chart. So this one right here. And it built it. Now Tableau is going to try and guess the layout, but it might not get exactly how you want. So what you can do from here is look at what you're trying to make it and then look at the differences. So I'm going to bring this one over. Just so we have an overlay, the very first thing we have is that the first one is region. That straight away tells me this region pill should be first. So let's start with that. Let's grab region and just waiting for that orange triangle to turn up so that we know exactly where it's going to drop. There we go. So now we have region as the first break. So let's go back into paint. Trustee, Trustee paid. Next one is segment. I can see that segments already here. So that's good. And then shipping status is not here. Instead it's at the top, which tells me shipping status needs to go into columns. So let's take that and drop it here. You'll notice as well when you have the orange, it does not give you an option to put it in front of the green one. That is because dimension's always come before measures. There we go. And bringing up pane, we can see that it's now I think that's correct. Yeah, there we go. Now we have completely finished already in just one in just a few clicks, quick clicks. It's very late. I'm tired. My language is going nuts. Alright? The next thing is the coloring. So we have quantity. And what we're going to do is we're gonna grab quantity and drop it into color. That's one option. Or for me, I always grab from here. The main reason is in case I've done some sort of Quick Table Calculation or I've done shelf calculations are done all sorts of things to it. I know I'm replicating this, which is this in here. Alright, so we'll get to that when we get to be more advanced, but I like to grab it from here and drop it into color. But again, you can grab it from here as well and drop it into color. No big deal. Let's go into colors and then edit the color. So in our example, it is, I'm pretty sure sunset, sunrise, sunset color palette. So going here, sunrise, sunset where it's kind of around here. And we're gonna go apply. That looks good. And we're gonna go, okay, so that is basically your bar chart. So let's tackle the next one, which is I believe a line chart. Let's go here. Alright, so what we're trying to do is this one right here. Again, we're going to look at the elements. We have profit, but not just any profit, we have sum of profit. So we're actually going to start with that. So let me, oh, actually, no, it won't do that. We'll just go straight, so we'll go profit and then we have order date. Now, I'm going to pretend I'm a beginner and not know the difference between discrete and continuous. Maybe I've forgot. That's okay, right? So we have that. And I'm going to go into sheet ten. So we have some of profit ordered date. So I don't know the difference, right? Pretend we don't know. So I'm gonna pick any, I'm gonna pick this one not knowing the difference. And I already know it has to be at a month detail. So this one set two year. And if I go to if I press this button right here straight away, I'm like, That doesn't look anything like what I have here. So if that ever happens, you're like maybe it's continuous. So try the other one and see what happens. So I'm gonna go backwards, right? So go back to the beginning. I'm going to go show me and let's switch this from this one. Let's try the other one. Alright, so we have that and then we're going to switch this to mumbles. So I'm gonna click, click this. Quarter and then I'm gonna go month. Now looking at the other one, we're looking at this one. They are not quite the same because I'm missing running sum. So let's do that first. So I'm gonna click on run, some of profit Quick Table and running total. There we go. And the last step is the colors. So you can see this is split up by region color. So let's bring in region and drop it in color and let's see how it looks. And there we have it. So that's the final results. Oops, hang on. Where's page? You can see those look exactly the same. Old patterns match. That's that one done. So let's head over to the next one, which is this area chart. So we have a few elements in here. Again. So we have ordered eight. But notice with this one the structuring is a little bit different. We actually have year, we have quarter, we have sales, and we had urine order date. This last one we'll ignore for the moment because we do that at the very end. This, let's just look at these elements here. Let's go into a new sheet. Let us do bring this over here. Let's do order date, and let's do sales, reps, sales. And I'm going to again do an area chart. Let's pick this one and see how it looks. So I know it should go all the way to quarters. So let's try quarters. Doesn't look quite right. So let's go show me and try the other ones. So I think it's this one. So discrete discrete area that's now looking a lot closer. I've got these quarters in here. This matches quarters. So that is all good. I'm going to expand this a little bit so we can see it. There we go. The next thing we have to do is add some color. So this one is colored by year, bring it up, were colored by year. So what we actually have to do is bring in the coloring of the order date, but make sure it's set to Year. So what we do is we grab order date and drop it into color. That automatically set to year because year is the highest level of detail. Okay? But sometimes you may want to color by quarter or color by month, for example. So let's say I've got, for example, bars like this, and I want to color it by quarter. Well, I can just switch this to quarter, and now they have changed colors, so I've got that option as well. It just depends what you wanna do. The next thing we have to do is add the label. So we're going to add the sum of sales as the label. So let's take sales, drop it into label. And there we have a, and we only want the most recent value. So we're gonna go label and we're going to go most recent like that. That just keeps us at 1. And the last thing is we want to reduce the opacity by 70% or 270. So this is, there we go. So if you can't get it quite as 70, I believe you can just type it in 0 and tr, and that is your 70%. I think that's all we have for that one. That one's done. And now the last one, which is this one which is a column chart. So the only difference between bar charts and column charts, bar charts go horizontally and column charts go vertically. Columns go this way. Let's get a new sheet. Okay, so what we need for this one is again, let's look at the elements. We've got segment, sales. We have category. So I can see category up here, which is this top one. And we have ships status, which is down here, which is the bottom line. So let's bring those elements in and let's see how the visualization looks. So let's grab segment. So this one would have challenged a lot more of you, I believe. Let's get category, ship status and sales. So column chart, let's go show me. I have column chart right here. Let's click and see what happens. Tableau is trying to guess the best way to visualize the data, but it's clearly not what we have. So let's try and work backwards. Let's reverse engineering this. First of all, let's start with the rows. The rows should be consumer, corporate, and home office, right? Sorry, it should be segment, which contains those three. So let's bring segment into grows as the first thing. We'll do this step-by-step segment, move it into roles. That's step number one. The next thing we're gonna do is we have sales. So it's a vertical grouping already. That's fine. That's vertical. So that's good. Then we have here on the top category and shipping status. So let's bring both of those to the top. I'm gonna take this category and they're gonna move it here instead because this coloring doesn't look right anyway. So let's move this over here. Let's see. So now we're getting a bit closer. Let's see how we look. So here we have category, but we've got shipped status and category in reverse because you see how it's splitting by ship status before it's splitting by category. So what we're going to do is we're gonna grab ships that US and bring it to the other side, and that will reverse them. So now let's have a final look. That now looks much better. Office furniture, office supplies, technology, early delivery and so on. So the last thing we're gonna do is we're going to color by segment. So let's take segment and drop it into color. Going to edit the color, I believe it is neural, no summer color palette. So let's go color. Summer. Here. Assign palette. Just switch I want back to blue as well. And go. Okay, so that is your column chart. So those are all the individual charts that we've made. Now we have to put them together into a functioning dashboard. So let's first give these names. So I'm going to call this pi epsilon pi one. And let's call this high to N. Let's call this R n. And that's just to distinguish from these ones that have only reason I'm calling them in. Let's call this blind and area n. And the last one which is column. And now we're going to build a dashboard. So using this button right here. And let's bring all of these in. So again, the easiest way is to just chuck them all in and then move him around later. That's how I go about it. Or you can drag him in one-by-one and shape it. It's totally up to you, but I usually just double-click each of these until they're all inside. So that's the first thing I do that way when I'm laying things out. I don't want to actually go all men. I forgot to add that one in and then I have to shift everything again so I wanna make sure that, you know, sort of like before you start cooking, get all your ingredients out so that you don't forget one. So now let's do the sizing. And we're gonna go fixed-size, leave that there. And we're going to customize this. Obviously with your monitor, your screen, if it's different sides to mind, just choose whichever is appropriate. And there we have it. So let's start putting things where they should go. So the pot, the first pie is here, the second pi should be here. So let's reverse these two. So I'm gonna take this pi, grabbed the handle, Make sure it's activated otherwise you won't see the handle. Let's slowly, I'm gonna do this slowly until you have something like this. And that probably makes sense. Remember, Tableau is gonna try and fill in the available space dropped out in. Okay, so now we've rearranged it. That looks like it's ok. I'm not worrying about perfect sizing just yet, just putting him roughly where I think they should go. This one is actually this bar chart, so let's move this one up here. Do that slowly. I'm going to put it, yeah, they'll do. We're going to bring this line chart here to the left sides. Let's grab this one. Now when you're replacing it, you can see covers the whole thing. That means the other one is going to shift the other way. So now we have bar chart there, the area chart goes in between. So let's grab the handle. Slowly, slowly, slowly. Don't rush this. There we go. We have a middle, kind of insert that in. Great, so we're getting pretty close. The next thing is we're going to move these legends. So year of ordered date is this one. So let's grab the handle and slowly we'll drop it underneath. Here. Go this color scale we don't actually in yet, so we're just going to press the x region goes underneath the lines. So let's move slowly. It goes there. Great. Again, still not worrying about exactly formatting this profit we don't need, we don't make use of this segment. We also don't use, so we can get rid of it. They would go. So you can see that the container has disappeared because there's nothing in the law saying we're going to add is a title and we should be done with layout. So going down here to the bottom left, you'll see show dashboard title. Let's click on that. And now we have Dashboard. Once I have all the elements and I know I'm not gonna add anything in. Now. I can worry about really cleaning it up and making sure everything fits nicely. So let's get these proportions, correct. Yeah, that looks good. I'm going to adjust this one. This one has to go with that. And let's make this a little bit better. There we go. So now everything's kind of like looking into place. These ones are using up quite a bit of space with nothing in them. So let's reduce this until it becomes one row. And go same for this one. And to make these closer, let's just go here to the left side of the color and just reduce that. Okay, there we go. And we can start editing the titles. I'm not gonna do it because I pretty much put instructions and the other one, but, you know, to modify these are simply going to double-click and you can start typing away what you need. That is essentially the assignment. So hopefully you learned a lot. Take the assignment as often as you want, maybe mix it up. But quite literally with just these skills alone, you can go to work tomorrow, whichever day, and start building real life, real-world application dashboards that will actually solve problems. How awesome is that for the first hour? So I hope you enjoyed this video and I will see you at the next one.