Transcripts
1. Introduction to the Class: Hello all, welcome to the class. In this class, we
will learn how to create a dashboard and
distorted in taboo. My name is Vivek and I
am your instructor and tablets or default
desktop associate as well as tablet desktop
especially certified. Regarding the prerequisite
for this course, you must have the basic
working knowledge of tablet, because here we
will focus on how to create a dashboard
as well as their story. And also you must have done
puts the ASP to learn. What you will learn
in this class, you must have the
understanding of the glass, how we can create
the basic chart. Those charts we will
use in the dashboard, the dashboard object
model, the containers, how to apply the filters
across the worksheet. What are our Dashboard
Actions and how to create the story as well
as the story points. For the hands-on exercise, we will create a fully
interactive dashboard, that is your sales
analysis dashboard. So as there is so
much to learn here, and I'm super excited
to start this class. Thank you.
2. Tableau Introduction: Welcome all. As per the tabula
official website, tablet was founded in 2003 as a result of computer science
project at Stanford. And tablet was acquired by
Salesforce in the year 2019. So what is taboo? There is one of the
fastest evolving business intelligence and data
visualization tools at the moment. That is user-friendly interface combined with powerful
capabilities, makes it one of the
most widely used and popular BI tool
around the globe. It is helpful to drive the visual meaning from
your million rows of data. And it is very easy to start. It is very exciting,
it is easy to learn. Now let's open the software
and let's see some of the very basic capabilities of Tableau and how it is so
much easier to learn. This is the very first screen of Tableau Desktop public addition. And here you have
the connectors. So let's connect to
the CSV file for 30, you have to use this
text file connector. So for example, we want
to show the profit for all the categories
are subcategories. Then drop the subquery
degrees to the columns here, and then drop the
profit to the rows, dropped categories
to the color here. And also you can define
the filter so that only those value will be shown
as per your filter choice. You can drop this
legend to the left. And also you can change the
width to the entire view. You can change this
prototype as well. You can format the labels, you can format these parts. You can change the chart type, so there are many things to do. So this is what a basic chart. You see that how easy it
is in few seconds we have created this beautiful chart
and we can do formatting. We can use other capabilities. Here. We can define
the dashboard, stories and all this stuff. So here we have seen
that how to create a very basic chart and what are the advantages of this tool? And now let's see what are
the disadvantages of Tableau. Tableau Desktop allows you to do and very limited
data preprocessing. It means that you can use the joints are
blends in your data. You can change the
datatype while importing the data to
your tablet desktop. But apart from that, you cannot clean the data using
Tableau Desktop. For that, you need
additional tools that is known as
Tableau Prep bidder. So this is one of the
disadvantage of taboo that you cannot Our beans the data using the Tableau
desktop itself. The second one is the no
custom visual imports. It means that you cannot import any custom visual unit
to recreate it in Taboo. The third one is they screened resolution on tablet,
the dashboard. It means that if
you have created a dashboard using some
screen resolution, then it can only be viewed properly on
the same resolution. You cannot view that on the higher resolution or
the lower resolution, it will distort your dashboard. And you need to create
a dashboard for desktop and mobile differently. The another one is the
no version control. It means that you can only
use the recent version. You cannot roll back to
the previous version. The fifth one is too expensive, especially tabular server. If you want to, if you
want to use the tablet for your organization and you want to set up the
tabular server. It is costly. Taboo on Len is the
cheaper option if you want to host your tablet
edge ports on the Cloud. So these were few of the
disadvantages of taboo. So now time for my
personal opinion, taboo has more advantages
than disadvantages because of the ease of
use and easy to learn. And it is one of the
fastest-growing be a tool. In the next class,
we will start with the level of detail
introduction.
3. Software Installation: Hello. In this session, let's see how we can install the software that is your
tablet desktop public addition, as well as how we can create a profile on tablet public site. So first, let me go to the URL. From there, you can download the public version
of Tableau Desktop. Now, just click on this
download Tableau Public, and this is the URL. Download Tableau Public provide the firstName, lastName,
business e-mail. You can use any email here, okay, your Gmail, Yahoo, myelinating country, region,
and then download that. It will download the
application that is your setup, and that is around 45248 a M B. You just need to click
on the Next Next, and your software will be
installed on your machine. So pretty easy. And then you have to
create the profile on the Tableau Public.
How we can do it. Click on sign in here. It will just provide you
the entire hub login home. From here, I'll go to the tablet public login to Tableau Public. Okay, so here we have to
simply do the sign-up. Just do the sign up here,
provide the name, email, password, confirm the password, and then region or country. Create my profile. It will create a profile
on the tablet public site. And now we have
already installed the tablet desktop publication. From there, we will publish the dashboards to the
Tableau Public yellow tree. So that's all for this session, and I'll see you
in the next one. Thank you.
4. Create Basic Charts: Hello all. Now let's create some of the basic charts that we
will use in our dashboard. So we have connected to the
Sample Superstore data. The link was already
provided to us plan, and from there I used
the orders table. So now let's create view
of the simple chart. So the very first one, I
will say sales over time. And I will create a
line chart that will show the sales for each
of the continuous month. So I'll drop the
order date columns. I'll change it to the
continuous month here. And then I'll drop the
sales to the rows. Also. I use the
filter as ordered it, I did not show that one, so I'll just choose the ears. On click, Okay, here. So that is my very first chart. We will create only
the basic chart because of our idea is to learn how to create a
dashboard, so forth. The second chart, what I'll do, I'll show the top five
products by sales. Okay, before we
create this chart, Let's do some formatting
of the previous chart. That is change the
number format of sales so that it will
show the currency here. Default properties.
Number format, currency, standard English,
US, there should be fine. Currency Custom. This should be 0, display
unit should be thousands. That's fine. And then
change the formatting here. Right-click on this format. You have the option font. I'll change it to the taboos, semi bold, and then black color. Okay, that's fine. Do
the same thing for my x-axis as well. Abuse semi bold and black color to remove the grid
lines from here, right-click on this format. You have the rows and grid lines should be none
here, so that's gone. Last part is that we just need to give the background color. So for this alcohol here, **** worksheet and I'll
choose some color from here. Okay, There should
be fine. Now let's create our other chart. So I'll drop the product
name to the rows here. And then I'll drop
the C's, the columns. And also I need to find out the top five product on
the basis of the series. So I'll use the product name to my filter and use third tab
up here at the top here. And then by field of five on the basis of
the sales click Okay, change it to the interview. And then let's do
the formatting. Change this one as the W, semi bold, black color. Same thing we will do it here. Format abuse semi
bold and black color. Also just remove the
grid lines formatting. This time it is the
columns grid lines. So I'll go to the Columns
credit line should be none. So now that's gone. Last part is that simple
worksheet color sheet here, background and this
was the color chosen. I believe. That was
this one. Let's see. Let's copy that one.
So how to copy? Simply click on the More Colors and then I'll copy this guy. Okay, So that should be fine. Now let's create another
sheet that shows the sales by escaped. And here I will simply drop
the country to my view. As well as I drop this
state to my view here. I'll change the background
maps to the light. Okay, So that should be fine. And also I'll drop the
sales to my color here. Okay, and also use the region. So I'll drop the
region to the Filters. Select all click Okay. I will not show that one, and I will hide the
card from here. Background also will
apply to the sheet. So again, right-click
on this format. Okay, so now it's fine. You
can see from the header, okay, that we have
applied the color. Okay, So last chart, or I will see second last chart, I'll rename it as a
sub category sales, which will show the sales for
each of the sub k degree. So I dropped the subcategory
to the rows here. Then I'll drop the series. The columns are, let's just
swap the rows and columns. Okay, there should be fine. I'll apply the sorting just to the formatting
here, simple format. And then first is the, let's do the worksheet. Color here, more colors
there, That's done. Grid lines. If there are
any, remove that none. Okay. Format, font will be
my taboos, semi bold. And the black color. Same thing with the Harris will format abuse semi
bold and black color. Okay, that should be fine. Change it to the interview. Okay, So that is
my fourth sheet. Now let's create
the fifth sheet and then we will jump to the
dashboard creation part. I rename it as a KPI. And then it will
show me the profit, sales quantity, as
well as the discount. Discount will be my
average discount. So let's change the
default properties, Aggregation to average here. I hope it is fine as
we will change it. Okay, so the easier
way to do it, Let's drop the Get degree
to the roles here. And then I'll drop the
sales to the text here. Also, I'll drop the profit. Profit also change
it to the currency. Right-click on the profit. Before properties.
Number format, currency, standard, that's fine. Currency Custom 0, decimal
places, display unit thousand. Okay, That part is done. Now I have to get the average discount as
well as the quantity. I dropped the quantity as well. Okay, that's fine. And then I have the
average discount that need to be change
in the percentage. So again, number
format and percentage, okay, two decimal places
there should be fine. Okay, so now that
is my discount. That is my average discount. To create like a piano. I just removed the
degree from the rows. Now this measure name, that should be part
of my exterior soil. So I press the Control and drop the mission name
to the text here. Okay, There should be fine. And then simply I will hide the label here or show
just uncheck the Show Header. Now just a few formatting steps. Go to the text here. This should be, let's say 18. This one should be
taboo semi board. There should be
fine. This one also, let's change it to the
tabular semi bold. Okay? Nice filtering alignment
should be in middle. Okay, So that is also fine. Okay, now change the
background color. That is the I go to
the format here, right-click on this, you
have the option format. Sheet, worksheet color,
same what we copied. And then I do not
want these two lines. So simply, again, format. That is my column divider, rule divider, it is my Roboto, change it to the none
here. So that's gone. Also, change this discount
to average discount here. So simply I'll change
the alias here, or I'll apply the ideas
for third is count one. I will say average discount. Okay, Now that's fine. Also, let's change the
let's increase the font. Maybe due on day two,
and that should be fine. Okay, not that looks fine. So I think we're good. And then we have already
created all the sheets. So in the next tutorial, we will see how to use these sheets to
create the dashboard. So thank you for
joining this tutorial, and I'll see you
in the next one.
5. Dashboard Creation: Hello, all. In this session, we will
see that what other dashboards in W and how we
can create a dashboard? Dashboard is a collection of the views that are built from different dimension measures or altogether from a
different data sources. Views. We have already seen that how we can create a
charts and taboo. And today we will
see that how we can organize those charts
to create a dashboard. So let me open the
Tableau desktop. Okay, so in today's
session we will see that how we can create
this dashboard. Okay, So let's first see that. What are the views we have? This is simple, our
sales over time. That is your line
chart that shows the sales what each of
the continuous month. Then we have their top
five product by sales. So it shows just the
software product depends on the sales
in the filter. If I added the filter, you will see that I just use the top condition that gave me their top five product
and that is by the sales. So Sum is the aggregation here. So simple, simple views I have created
nothing fancy here. Just we want to
understand that how we can use these views
in your dashboard. Sales by state, again, simple. That is your third map. And here we see
we use the sales, that is sales by state
subcategory cell. Again, very simple view, that is simpler bar chart and here I sorted that
on the baseline. The last view is that KPI. And if I just show it here, so it shows you all the
important data in your dataset. For example, in my
entire dataset, I have the profit of 26 thousand sales quantity and
average discount, whatever the values I have in my entire dataset as
a scope that I show, I have shown in the KPI shoot. So that all we have seen in the previous sessions that how we can create these
simple charts. Now, our motivates
that we need to understand that
how we can create a dashboard and then
use these charts. So this is the final
dashboard that we're going to create
in this session. And here you will
see that we have the title and then
we have the KPIs. I have this gate by sales, then I have the subcategory
sales of five products monthly basis and also I
provided the follicle. So whenever you change
the filter over, all of these charts
should be impacted. Okay, so that is will
be my final dashboard. Now we will see that how we
can create this dashboard. So the very first
step is that you need to choose the
dashboard here. So first is that click on this uniform is
quiet. Click on this. This is assembled for
the new dashboard, or you can go to the dashboard and then
click on the new dashboard. You know that in tab you can do the same stuff from
multiple places. Okay, So once you have
chosen this option, that is the new dashboard, after that, you see multiple options here
in the left navigation. You find that there
are multiple options here. What are these? Very first is that you
have to select the size that what should be the
size of your dashboard. So ideally it should be
what I use personally, it is the 1200 by 800, okay, so it will fit in
most of the screens. Else you can also just use the automatic where it will resize to fit any
screen displayed on. But in ideal scenario it
doesn't happen normally because if you publish that to W public and all, it simply break. So what I suggest that
you use the fixed size and then I always
use 1200 by 800. But again, it depends. It depends on your
business requirement that what should be the
size of your Canvas. Okay, so that is your
very first step. After that, all the sheets
are all the views which are present in the workbook
will all be listed here. So these are the five
sheets in my workbook. Okay, all are listed over here. After that I have the
object which I can use or which I should use
to create the dashboard. So at the containers horizontal, vertical so that we
will use extensively. Then add the text object, images, web pages, blank, navigation, download, also third party extension as
well as task data. These are all the objects
what I have in my dashboard. And then you have
they're tired as well as floating means that you have the object we just fixed to this dashboard,
width or height. Okay, so whatever your
size of their dashboard, you're tired, object
will fit to that size. These are not overlapped
to each other, floating as the name
suggests, it floats. Okay, These object with
float on top of another. You can do that one as well. If you want to show
the dashboard title, you can click on this button. Normally I do not use
that one as well. I use the extra object to
show the dashboard title. Okay, So very first step
is that we have seen that we have to
first use the size, okay, to provide the
size of your dashboard. After that, our first step is that we need to
use the containers. Okay, so what are the containers
as the name suggests, container means that it contains your other object as
well as your views. Okay, so very first step
is that you have to use the container here. So before you started the technical implementation
of the dashboard, first, you need to
understand that how your views will
be placed, okay, So firstly, spend few minutes to understand that you know where you want to place each of your components
here. For example. This is my entire canvas here. And let's say on the top I want to provide the title here. And after that, I want to show
my photo. Let's say here. Because as per the
good design practice, your most important components should be at your leftmost. Okay, so I believe
that vectors are the most important
in this scenario. Okay, so I'll use that
filter at the leftmost. After that, I want to show my
map here, that is my sales. By state. This guy. After that, I want to show my top five or sub
category sales. Okay, this, I want
to show it here. So it means that whatever we have seen that the
final dashboard, so it's same thing we
want to replicate here. After that, I have
are two more views. That is, you're okay,
we mistake APA. Apa should go here
after your title. Here somewhere, It's the KPI. Again, two more views. It will be here, sales over time as well
as newer product, okay? And KPI is you're here. Okay. So we have to arrange the views in this patient,
what we discussed. Okay, So now, okay, so now let's see that how we can do the very first thing is that we have to use
the containers here. And as you see here, horizontal means that your
views are placed OPR, other objects are placed
one after another. C here. Your vertical means
that your views or other objects are placed
one below another. Okay, So if you
have any confusion, just see that what
this image shows here. Now let's try to map this dashboard with
respect to the container. So if you see here, if you see my parent container or the
first most container here, this is my vertical container. Why? Because if you see
that very first object here is your text box for
your text object here. And after that I have
the k period after that also have two views
and also tubules. So it means that my
all the views or object that arrange
one below another. That's why my very first view is the container is the
vertical container. Okay? So now this is mine. First one is my text object. After that I have
the KPI sheet here. This one. This is my KPI issued. After that. If you see here this character, what it is, it is the title. So it is not the default title. It is their title. Like
your sales analysis. When I say it means
that says analysis, it means that these other title that is the text object here. Okay. So prepare is the text
object is statewide sales, that is also your text object. And then you have the
subcategory sees. So all are your text object. And after that you have
the food nerves here, here you have the view and
here as value of the view. So what we have done,
if you see here, the first one is my
multiple container in that I have to Object. And after that,
what I have done, I have just bring one
horizontal container. Why? Because I have
that 3D object here. That is why this is my
horizontal container. But if you see here in
set horizontal container, I have vertical container. Why? Because you see that
this is my first object. This is my second object. Okay, sometime I save
us to object Tokyo, but please do not get confused. Similarly here as
well as the first object and then this
is my second object. So if you have paid
attention here, so what we have done, the very first one is my
horizontal container. This is my horizontal
container, right? Why have chosen that?
Because I have used, that is one after another. That is first 1,
second, 1, third 1. But in that as well, I have the object that
is one below another. Second. This one is also
false. This one is second. Okay, So it means that I have the horizontal container in that I have the
vertical container. Same thing here as well. I have the horizontal
container which contains 12 these views and then have the vertical
container that contains your title
as well as your view. Okay, So that we will
do it from scratch. Okay, so let's understand it, how we can do that. So the very first part we
have done that is the, I have selected my
size of the canvas. And after that I need
to use the container. So if you go to Layout, write notes in the item hierarchy,
there is nothing. Okay, So now the very
first step is that it should do a vertical container because we discussed already. So if you put it here and I'll use the floating because it will give you more control
in placing the abuse. So that is my
floating container. If I go to Layout,
I just need to fix my height and width
so that my aunt, that Canvas will be occupied. So the position will be 00 and my width will
be 1200 by 800. Precisely the same
what I've chosen for my dashboard size here. Okay, so as you see that I have the vertical container in
that what I have to do, I have to use the text object. But if you note here, if I drop it in this, it will be like
only at that place. But if you read it here, hold down Shift to draw a floating object
into this container. So what I would do, I
just press the Shift on my keyboard and then I drop
that extra object here. And now I provided the name
as sales analysis dashboard. Some of the formatting I'll do, I will select this one
and then I want this as abuse Sammy board or
maybe type you bold here. Size will be 18. Also, I will center it. Will center it. And then let's change the
foreground color as well to white because I want to give the
background is blue. So right now you will
not see anything because the color is white itself and the background
is also white. So what I'll do,
I'll go to layout here and then have something
called as background. In this, I chose the
blue color here. Okay, that is my very
first object here. After that, what I have to do, we can refer it from here. I need to use my KPI view. So I'll go to dashboard. And now as it is part
of the verticals, So I do not need to
do anything simply, I need to drop the
APA view here. But again, in this
scenario as well, I need to press
the shift because my initial container
was the floating one. So press the shift here
and then drop it here. If you see that, you will see something like three
centimeter gray bar, just drop it here
so that it will be come just below this. It will be not same container. So this title, I do
not want to show it. I right-click on this,
hide their title. This I have this sum is
space available here. So what I'll do, click on More Options and then
you're the fit interview. Okay, and that we will
cover the entire view. So I will say fixed width
here. Yeah, perfect. So to object has been
placed and after that, what I have to do just see, right not to object here I have. And if I go to final, I have done horizontal
containerize we discuss because it contains the three objects here when it's
Peter and tubules. So I will drop the
horizontal container here. Again, I need to press the Shift again three centimeter gray
bar to drop it here so that it will be within
your vertical container, outermost container, right? So this is my
horizontal container. If you want to verify, go to the Layout tab and
just see that you have the horizontal container within your vertical
container. Very good. So now what we will
do, I just need to have a one more
horizontal container so that mother to view will
be placed on that container. So I'll drop the horizontal
container again. Here, three centimeter
grandma, just drop it here. So now I have these two
horizontal container, right? So knowing that
what I have to do, I have to drop the three
vertical containers. Why? Because that contains two object that is one below another. Okay, So again, I need
to press the Shift and I dropped the
vertical container within this container, right now you will
see that it will just come within this container, that is your
horizontal container. Drop it here. So this is your very first
vertical container. In case of confusion, just go to the layout and just see that in my
horizontal container, I have a single
vertical container. Similarly, I want to add two more vertical
container here. Again, press Shift,
and I will not drop it here as it will be within
the vertical container, but I have to place it within the horizontal containers,
so drop it here. You will see that
this two or three centimeter gray
bar drop it here. So I have the two container within my horizontal container. I also need one more. So again, I'll press the
Shift and I'll drop it here. Okay, You can you can
drop it anywhere. But you have to see that
it should be part of your original
horizontal containers. So wherever you see that
two centimeter gray bar, just drop it here. My bed. Let me do
control Z here. Shift because I just love
Left Shift button here. I dropped this multiple
container here itself. Okay, so now I have the
three vertical container in case of confusion, you can also provide the border. Okay, so you know that you have the three vertical
container you have already placed and later you
can remove the border. So now you see that you have three vertical container here. Same thing you have to do here with the two
vertical container, okay, so horizontal container
we have already placed. See now how clean it is. I have one vertical
container in that I have the sales analysis
dashboard, that is my title. I have the key PA view. I have the horizontal
container that itself contains the three
vertical container. And then you have the horizontal
container in debt also, i'll I'll just drop two
vertical containers. So again, I press the Shift, do not forget and drop it here. It will be inside your
horizontal container. And one more I need to drop
if you want to provide the water in case
of any confusion. I think some background color, I just need to provide
the border here of the background
should not be like, Okay, that's fine.
Borders should be. Okay. So now I need to draw one
more vertical container. Press shift here and drop
it three centimeter, two centimeter gray
bar. Drop it here. If you want to
provide the border, go to Layout water. So Nancy, just see
that how clean it is. Okay, that I have the
horizontal in this, I have three vertical
in this horizontal to vertical layout
we have designed. So now what I have to do, I have to just drop
the views here. Okay? So this one, the very first one, I want the my-map
sales by state. So simply I will drop
it here, but again, I need to press the
shift here. Robert Hare. As you know that I do
not use this title. That's the default
title of my sheet. Rather than I will use the text object so
that it will be like, same look and feel here. What do you see in ourselves analysis dashboard,
dropped again, shift here and drop the title here you see
that three centimeter, two centimeter gray bar, but with the same width. Okay, what's the width
of your container? Drop it here. This is why it's
state is created by cells. Just like this, this one and
change it to the semi bold. I'll change it to ten here. For grown should be white
because in the background, I'll use the blue color. Go to Layout, change the
background to blue here, and then I will hide this
title. One part is done. If any confusion, I
do the same step. 123 more times. Okay? So now again, I use here mine, which should let me go to
the final subcategory sales, drop this sheet or
this view here. And also I'll use
the same method what I used here to provide
the title to this view. So I use the text here
and then drop it here. You see that again,
two centimeter, three centimeter gray
bar, Robert Hare. And it will be my sub category. Sales. Just select this one, change it to the semi board, whatever we used there so
that it will be consistent. And then the color will be
white. Go to the layout. That crunch should be view. I do not want to
show this title, so I will hide this one. Same thing I have
to do here as well. And here mess around. View will be sales over time. Drop it here. Press Shift. Again. I need to
use my own title. Okay. Or custom title. I'll send monthly sales. Change it to the semi bold, change it to ten here. Let's use the foreground. White. Go to the Layout, change the background
color blue. Same thing what we have
done in the previous meals. We are doing the same here
as we'll hide the title. And my final view will
be my product here. So I'll drop the text
here so that I can just provide the title of
quite wrote up here. Same formatting, change
it to the semi bold. Size will be ten. For the ground will
be white here. And then this one, the background will be view. And just drop the view
that is your product here. So again, you have to press the Shift and drop it
here. Hide their title. Just read just the sides here. Okay, so if you see,
if you go to final, we have achieved
little bit, you know, almost 80 per cent what
we have cocci finally, few things here we need
to provide the filter. And filter also has the title. You can see that filters. So now again, we will
do the same thing. Press the Shift, drop the title. In this. It will be filters. Change it to the Sami board. Pen. And foreground will
be white here. And background will be. Okay. So if you see here, we have provided the border to all of this
vertical containers. If you want to remove that, you can remove it's up to you, but it is not looking bad. Okay. So I'm not
removing it as of now, later if we want,
we will remove it. Okay? And then filters, we need to enable the
filters because see here you have the filter that is the region as well as the ear. If we call overviews,
the region FUTA, I get it from my sales by
state and my IIR filter, I'll get it from my
sales over time sheet. So again, I'll go to
the dashboard and then for the state by cell, I select the view here. Then you will see
that this button, okay, that is the More Options. Click on this, go to the filters and you will
see the regions, okay, Because region per
liter we have used in the state versus
just click on this. So now if you see here, the filter has not been added, but if you try to see like there is something is added behind it. Okay, so what happens that
if you see below AB us edit few containers and all the dystrophin
which we do not need. So what I'll do, I'll click on the selected region
because that's the filter. Okay, we are fixing that. What w has messed
up because I want my filter will be
shown over here. Not behind this book is
something has tablet has added behind it because we have not used the title and all that. Okay, So anyways, we
will fix that one. The selected region, I
will right-click on this. I will say that floating, Okay, so that it will
shown over here. So now what I will
do, I will do, I will simply put it over here. I'll press the Shift and
then I'll put it over here. So my filter has come
at the right place. Okay? But if you see here, W has ordered all this, this horizontal and
all the district, which is not required because my final will be this
horizontal container. And in that I have to work to convert content.
That should be fine. I do not want anything this
I will right-click on this. I will say remove container. If I see here there is styled. I do not want as this as
well, remove container. This vertical because
I already removed the test or I already shift
my filters to the left. So I do not want this guy. I can simply remove
from dashboard. Okay? So now if we again see
that one, Okay, perfect. The hierarchy should be, okay. It should be called
no, horizontal, vertical and two vertical and I have the region
filter over here. Okay, I need to use the filters, so that is part of my sales
over time or monthly sales. So again, I will click on this and then have
the option filters, and then you have the
ear of order date. This time Tableau
has not matched up and added the filter
at the right place. Okay, so what does the
phosphatase will be my drop down. That is a multi-select
dropped on. Okay, so let's do
that one as well. Select this photo, then you adoption might
people value drop-down? There should be good here, okay, that is fine. That is fine. The only thing, the only thing which,
which we have, cool. Okay, Let's do one more thing. Let's set the container. That is my horizontal container. Again, just change
the width here. Okay? So now what I have to do, the background, if you see here, the background of this is white, but if you see two over final dashboard, the
background is same. What the background I have
for the different views. So I just need to change the
background of my dashboard. So what I can do, I can go to the dashboard and
then have the format. Here. I need to
provide the shading, okay, That's what should
be the background. But I do not know precisely
what color it is. So what I can do, I'll go to any of the
sheet here, okay, and then go to the format
or right-click on this. I have the option for
material worksheet that I go to the first in color one and then Worksheet more colors. And then this HTML code, I will simply copy this one. Click Okay here. Now I'll go to the dashboard. Okay, I'm already
here in the format. Okay, That's called
the worksheet. I go to dashboard format here, shading and then more color. I'll copy my HTML code here, whatever I copied from
the previous view, click. Okay, so my background color has also been as also
being changed here. So that is third dashboard. We have created only
thing what it is missing. If you have notice, you have
this new blue line here. Just before these views,
you have the blue line. So do few things here. Okay, Let's do the first, let's remove the border from
all of these containers. Okay. Select the containers.
Go to the layout. Water I do not want I added
the border so you can understand that these are the
border for the containers. So I just select the container
from here, border, none. This third container
border and then none here. There should be fine. Now, this container vertical
borders should be none. Water should be none here. So just, I remove all the models here and also just
provide the line before, before these three objects. So I'll go to the
dashboard for that. I can use the blank,
blank object here. Again, I press the Shift, drop it here between these two. That is your three views, or I will say horizontal
container and the KPI view here. Okay? And then I just need
to provide the height of it. So it is, it should
be around ten. Let's try. And let's keep the
color is new here. Background color will be
blue. Should be fine. If I go to in the final yeah, that's should be fine. And this is also fine. The only difference is
that in the previous one, I use the size as the genetic test
probate is 1366 by 768, and here I use the 1200 by 800. Okay, So this is the way
to create a dashboard. And now if you want
to apply the filter, for example, if I just
apply this filter out, just play with this filter. It only applied to this view. But if I want to apply this filter to the
entire dashboard, so what I can do, I can simply
click on this more option. Apply to worksheets.
Selected worksheets. Here let's say I do not want
to apply this to the KPI. Apart from that, I want to apply this for each of the view here. So I select all w's and
then I just do not. I will not select the JPA click. Okay? And now if I just, you know, uncheck any of
this, you will see that all of this
will be modified. Similarly, we have to do the same for the region
factor as well, because right now only
this one is impacted. But I want to just use
the same period that across all w's except your KPI. So what I'll do is click
on this drop-down, small one or more
options button. Then I have applied
the worksheet. Same thing what we have done for the IIR filter
selected worksheet. I will select all except KPI. Know if you see here. Very good. So this is the dashboard
which we have created where we use the vertical
and horizontal containers. That is also the floating. So all the object here, all the views we have used
here as a floating object. Okay, I hope you understood it. You like this one. And then in the next session
we will see that how we can provide the interactivity
to these views here. Okay, So thank you guys and
stay healthy, stay blessed. Thank you.
6. Apply Filters to Multiple Worksheets: Welcome. In this tutorial, we will
see how we can apply the filter to all
the views here. So right now what is
happening if I uncheck this all only this
monthly sale will be impacted because I pulled
this filter from this sheet. But my requirement
is that whenever I play with this filter or
change any values here, all my sheets will
be impacted, right? Similarly for the
region as well, if I simply uncheck this only this will be
impacted because again, I pulled the region filter
from my state by sales. But again, what my
requirement is that whenever I change
any of these values, my oldest sheets will be impacted and only this
will not be changed. My CAPM will always
remain as is. Apart from that, all my
views will be impacted. So now let's see how
we can do that one. If you see here, if I
select any of the photo, I have the option, More Options. Click on that. You have
that applied to worksheet. I will say selected
worksheet here. By default it is
only this worksheet. That's where you will
see this behavior. But if you change it to
the selected worksheet, then I check all this worksheet and I just will not
do for the KPI. Same thing I have to do for
the region factor as well. So click on the More Options apply to worksheets,
selected worksheets, and then I will choose all the worksheets where I
want to apply this filter. Click Okay. So now
whenever I change the year or whenever I uncheck
any of the ear from here, all my worksheet
is being updated. Similarly for the
region as well. Now whenever I uncheck any of this filter or make
any changes here, all my worksheet
will be impacted. So that's all for this tutorial. And here we have seen how we
can use the same food for the multiple worksheet or apply the same parameter to
the multiple worksheet. So thank you for
joining this tutorial, and I'll see you
in the next one. Thank you.
7. Dashboard Actions: Hello, all In this session, we will see that what are the dashboard action and
how we can enable that. So now let's suppose
my requirement is that if I click any
of the street map, corresponding monthly sales
chart will be updated. For example, if I
click on that axis, then it will only show
their texts or sale. So how we can enable
that interactivity. So for that, I need to
go to the dashboard and then I have the option
actions. Click on that. And then I will say
addiction field direction. So now I need to provide the Associate as well
as their target sheet. So my soul sheet will be my map. So it will be sales by state. And then my target sheet
with B cells over time. So now we have too
few options here. If you see here a reflection
on whether, whoa, what's selector menu over means that when you hover
over any of the state, then this action
will be triggered. Select means that if you
select any of the state, only then that action
will be triggered. So in this scenario, we
want the select here. So give the name for the filter. Okay, so now clearing
the selection will keep filter value show all
well you exclude all values. So now let's see one-by-one, all these options,
what they are. So let's say if I use
keep return values, okay, so now if I click
on any of the state, okay, so that is my
California cell. So now even if I
remove the selection, I press the escape is still, it shows the California cell. If I click on the Texas cell, so this is my taxes sales. If I click anywhere else to
de-select, it will again, audit will continue to
show that texts are so lonely because
what we have chosen, let's again go to the section and then added this section. What we have chosen
key fitted values. If we select the
show all values, then you will again see
the sales over time for all the states and exclude all values as
the name suggests, it will not show anything, okay, it will exclude all the values. So now if you select
any of this state, okay, so that is my Texas cell. But if you remove the selection, you will see that now again, it has come to the
original state. This is my California cell. If I unselect or
deselect that one, you will see that this
is my original sales, monthly sales over time
for all the states. So that is the use
of the direction. Okay, So other requirement, what I have when I
hover any of the bar, then the corresponding
subcategory will be highlighted
on this view. Okay, because these
product belongs to one subcategory here. Okay? So whenever
you hover above, the corresponding sub category will be highlighted
on this view, how we can accomplish it. So for that, I'll go
to the dashboard. Again, actions, actions. And this time I will use
the highlight section. So I would say
highlight subcategory. So in this scenario,
my soul sheet will be my five product per sales. Because when I hover
any of the bar, the corresponding
sub category will be highlighted from my
subcategories sale sheet. And this time I will run
the section on homework. Okay, so that's
only we have to do. Click Okay, click Okay. Now when you see that,
when you hover any of these bars or any
of the labels here, corresponding sub category
is being highlighted. So that is the use of
the highlight section. Okay, so my third requirement is that whenever I
click on this one, menu will be open. When menu will be open. And that says to go to the textiles Wikipedia page because right now I'm in Texas. So whatever the
state I'll select. Okay, it will ask me
or it will show me the link to go to the
Wikipedia page for that state. So now how we can do that one. For that, I need the link
of the Wikipedia page, so I simply go to
the Google or type B t California or
anything organic state. So I get some link over here. So now if you observe this is my static for all the state,
it will remain common. And then this is being changed. California, texas,
Florida, whatever, because only the,
this part is changed. So we will make it dynamic. So this part will be
passed from my sales by state or statewide
sales of view. So simply copy this URL. And then I create
another action. This time, I will say go to URL. Okay, and muscle sheet
will be sales by state. This time that an
action on the menu. And I will say, go to here, I can provide the name
of the state, okay, so simply if you go to insert, you will find the
dimension as well as the measure which you have
used in the, in the dashboard. So here I will have the state. So go to this date. Vicki. Menu, there
should be fine. You are along whatever
we have copied, just paste it over here and
this is your dynamic value. So again, I will
remove this one. And then from the Insert, I'll say replace it
with this state here. Okay, so that will be my URL. Click, Okay. Click Okay. Now if you see here, if I click any of the state, you see there is one more link. Go to Texas V key. Click on California. Go to
California with New York. Go to New York quickly. Okay, so let's suppose you click on the go-to Texas Wiki.
So what will happen? Your Wikipedia site will be
opened in a browser tab. So that is the use
of the go-to URL. Now, let's say if I want to, if I click on this, if I click on this, then I want this or this to be navigated to my top five
products per sales view. Okay, so whenever
I click on this, it will navigate to my top
five product by sales. So how we can achieve that one? So again, I'll go to
the Dashboard Actions, and this time I will use the
action as a go-to sheet. Now on which again
the associate, same thing what we
have seen previously. This time my associate will be taught by product, by sales. Then don't action on select,
there should be fine. What should be my target sheet? So when I click any of the bar, it should navigate to
which sheet or dashboard. Okay, So in this scenario I
visit our product per sales. Click Okay, click Okay. So now when I click on this, now you see that it does
come to this sheet. So that is the use of the
go-to sheets section here. So now we have seen
few action type. That is your third direction
highlight section, and go to URL and go to sheet. Now this is our fully
interactive dashboard. Because when you click on this, it will just fit wrote
them monthly sales. And then it will also provide
you with the killing. That is, you're getting that is, go to a state with you. And then what we have done, if you click on any of the bar, it will go to the
top five productive. Your sheet. If you hold
what Dell product, then corresponding sub category
will be highlighted here. So that's all in this session. Thank you for joining this one, and I'll see you the next one. Thank you.
8. Create a Story: Hello, all. In this
session we will see that how to
create these stories. So what is this taurine
taboo is Tories are the connected series of
your views or dashboard. And in stories you have
this story points. And in one story point, you can either have one
view or one dashboard. So let's see how we can create a story points are
the storyboard. So to create the story, you have this icon right? Open-book. Just click on this. Or you can go to the story and then
click on the new story. Same thing. So now that is my
interface for the stories. So what we have seen
in the dashboard, it does not have that much
features that you showed the views or the dashboard in the connected series
of this story points. So let's see how we
can do that one. Okay, So before that,
let's create a sheet that shows the sales for
each of the region. So for that I dropped the order date to the columns and then I'll change it to the
continuous month. Then I dropped the sales, and then I dropped the
region to the color here. Okay, so that is my
regional sales for each of the ear. So simple. Do the formatting,
change the font, food taboos, semi bold, change it to the black color. Same thing we would do it here. Format, Font, semi
bold, black color. Remove the grid lines. Okay, so now that
should be fine. So I want to show the, each of the regions says
in a separate story point. Okay, So now what we will do, I'll drop the original
says to here. And from here, I just want to see the central region sale. So I will say keep only. Okay, So now it will show me the center region sale
and also I can write the caption, central
region sales. Similarly, I can have a
multiple storypoints. Simply I will say blank. So it will be the
new story point. And here I will say though, let's drop the view. And I will say
East region sales. I will say keep only. So it will apply just operator. Okay, We want to
more story points so simply you can duplicate that one or you can
click on the blank. If you clean called the blank
and then drop this one. And what we can do, we can have this as
a salt region sales. And I'll duplicate that
one. Duplicate this one. And this time I'll save
West region cells. Okay, So for the
South Region Sales, I will use this and I say keep
only for the West region. Again, I will sit and keep only. These are all my story points. Give the name as a
Regional Sales Center, this one, change
it to the board. Okay. So now that should be fine. And what I want to do, I want to just apply little
bit formatting here. So right now you'll
see that this is my center region sailed
east, south, and west. And initially I told
you that you can also have the dashboard
as a story point. So how we can do that? Click on blank, and then I can directly use the dashboard
which I created. Okay, So now you see that I
have used their dashboard, my story point, dash. Okay, So this is
the way you can use the dashboard as well
in your story point. But finally, I do
not want that one. So how to delete that? I click on this, you have
the option that is there, delete, click on that. Now that's gone. So now let's see few of the
formatting is steps here. First is that you have the, you can also have
a checkbox here, no checkbox or textbox here. Okay, For example, this is
the central region sales and it has done pretty good
in the month of September. You can write some
text over here. So for that, I simply
drag this box and I will say, awesome sales. Okay? So what I can do, I can do the formatting
for this, okay, I do not want this border
and all that stuff. So how we can do the
formatting for the textbox? Simply, I go to the story, I have the option format. So these all I can do the formatting for only
for these objects. Okay, so what all we
can do, Let's see, for the text object
shading, I do not want, I'll change it to
the non hair border. I do not want I'll
change it to none here. So now you see
that, now it looks like a part of the same canvas. Similarly for the
Navigator who gave, foresee that how you can
change the Navigator. Let me close the
format is story. And then if you go to layout, if you go to the layout, then you have the option to
change the navigator style. Right now these are
the caption boxes, but you can change
it to the numbers. You can also change
it to the dots. Also, you can change
it to the add only. In this scenario, it will
say that you are on, which is 30 out of how
many story points. Okay, so let's change it
to the caption boxes and now let's see how we can
format the navigators trial. So again, I'll go to the
format is story, then format. And then in the navigator
I can change the font. You see that this
is the font here. So I said that change it
to their tablets semi bold black color or whether it should
be fine as well as the shading by default, so gray, I want to change
it to the orange nucleus. So that is my formatting
for the navigator box. Similarly for the title as well, I can do the formatting. Let's suppose I want to
change it to This one, okay, so that I can, I can have this color. And also for the
entire story as well, I can change the
color to maybe this, this guy go to the shading and then I
change it to this color. So now you see that this has not been changed
because this is coming from my views are
for my, from my worksheet. So what I can do simply
a copy this code. And then I can go to my
regional sales format, sheet, color, more colors. And then I copied
this color code here. So now that should be fine. So now you'll see that I have the same color for my views
as well as my stories. Apart from that, if
you want to change the formatting for
the title as well, you can do it from here. So that's all the pretty
options that you can use to have voice stories as well as this story points so you
can enable the formatting, okay, the options,
what we have seen, you can drag and drop the
views the way we have done it. You can also use the dashboard, the way I've shown you. So that's all for this tutorial, and I hope you enjoyed
that one. Thank you.
9. Publish to Tableau Public: Welcome all. So first of
all, congratulations. You have completed all
the sessions here. This is our last session. And in this we will see that
how we can publish the work, what we have done that is
your stories dashboard, all the individual chart
to the tablet public. For that go to the file. You have two options.
Save to Tableau Public. For you. It might ask
for the credentials. You have to provide
the same credential what you did set up when you created the profile on the tablet public gallery. Okay, so once you click
on the Save to W public, it will ask for the
authentication information. You have to then provide
the workbook name probably. And then w's will be published
to the Tableau Public. So now here you can
see all the sheets. What we have created dashboard is stories and all that one. In case you are not able
to see all the sheets. Simply go to the settings and then click on
this toggle button, show sheets, then you will be able to see all the sheets here. So that's all for this class. And here we have
seen that how we can create the dashboard in
the best possible way. How you can create the
story is how you can enable the interactivity is
between your dashboard views. And that's all for this class. And I hope you enjoyed that one. Hope now you understood the right way to
do all that stuff. So thank you all for joining this class and have a
great future ahead. Thank you.
Vivek P, Data Enthusiast
