Tableau Chart Masterclass: Boost Your Productivity & Insights

1. Tableau Course Introduction: Hello, and we'll come to this very unique course in order to master Tala charts. My name is Barz Alkiny with over ten years of experience in real projects in data visualizations, and I'm going to be your instructor in this course. And I designed this course to take you from zero to hero. Starting from basic staff, and we can end up covering advanced topics. So now you might ask me what makes your course very special compared to the other courses. Well, this course is a real step by step course, and as well, you will not only understand how to create charts in Tableau, but as well you will understand their use cases and when to use which charts. We will start with this course by covering some basics like what is data visualizations, what is Tableau and the history of Tableau and what makes Tableau a very powerful BI tool compared to the other tools. Then after that, we're going to start preparing your PC by downloading and installing Tableau for free, and as well, we're going to get that data in order to practice with me. And then we're going to jump immediately by start building charts in Tableau, and we're going to cover around 63 charts. So let's have sneak peek at some visualizations and charts that's going to be covered in this course. So you will start by creating some basic charts like different par charts. We have column draws, stack par charts. Then after that, you're going to learn how to create different line charts, and as well, we're going to have area charts. And then we're going to learn how to combine different type of charts, like, for example, a bar chart and a line chart. And moving on, we will be creating different maps in Tableau, and then you will go to the next level where you're going to start building charts like scatter plots, sloppy charts, parble charts, pulley charts, calendar charts. Then after that, we're going to go to the last level to the advanced charts. For example, we have reto charts, waterfall, butterfly or tornado charts, quadon charts, and funnel charts. So as you can see, we're going to cover a lot of tableau charts and visualizations in this course. So now let's jump in and get started. 2. The Power Of Visualization: So now the question is why visualizations is so powerful with the symbol of visual communications, you can make a huge difference since the start of the humanity thousands years ago and early human use visuals in order to tell a story. And until now in the modern age, the human still uses visuals in order to tell any story. Because we humans are visual creatures with thinking pictures and individuals. If we see a tree, our brain can store it as a visual as an image in our brain. States see that 90% of the information transmitted to our brain is visual. But if we read the word tree, our brain has failed to transform it to a visual before storing it, which is waylower. In fact, the human brain processes visual 60,000 times faster than a More facts about our brain that we remember most of what we see and interact with. It's proven that the human remember only 10% of things we hear and 20% about what we read, and it's also proven that we remember about 80% of what we see and interact with. That's why we have the famous phrases of a picture is worth 1,000 words and seeing is believing. Having all those facts, no wonder that in digital channels, the visual content is taking over. Posts tweets, articles, news, presentations, dashboards. You can find visuals everywhere. So now the question is, what is data visualizations or sometimes we call it data vis. Data visualizations is the process of converting boring numbers and raw data into interesting graphical elements like parts, by three, plots, and so on. So data visualizations brings the data to life, makes you the master of storytelling of the insights hidden within your numbers. So it's like an art of converting highly complex, massive amount of datasets, into something very simple, something very easy to understand and to interact with. Imagine yourself to be one of the managers, and you have two data analysts. One of them is presenting the result in spreadsheet filled with numbers, and the other data analyst is presenting the result with visuals, filled with graphic representations of the data, and both are presenting the same facts, which report you will prefer. I would go with the right one because the left one is just dry numbers pouring and unlikely you'll be able to spot any trends and patterns. The main benefit of data visualizations is telling a story, which arms you with tools in order to make the right decision at the right time. There are many other benefits like seeing the big picture, tracking trends, making smarter and faster decisions, discovering unknown facts, patterns, trends, and getting as well more engagement from the end users by asking more and better questions. All right. So with that we have covered the first topic, what is data visualizations and why it is very powerful. Next, we will learn what is Tableau and the history of Tau. 3. What is Tableau?: The first question is, what is Tableau? A quick answer could be Tableau lbs to convert this do this without any technical or programming skills. So Tableau converts complex and boring raw numbers into beautiful visuals and charts, which is really easy to understand. And the key features in Tableau is interactivity, easy to build and to use and fast performance. We can call Tableau with many names like a data visualization tool, a business intelligence or BI tool, or sometimes we call it a reporting tool. Well Tableau is all of them, but I choose to call the Tableau a data visualization tool because data visualizations is the core concepts of Tau. Now, let's have a quick history about Tableau. In 2003, Tableau was founded by three guys, Pat, Christian, and Chris, as a result of computer science project at Stanford University. They focused on visualization technique to analyze data inside databases. And then in 2019, Tableau was acquired by Salesforce in a deal worth over 15 billion. And for the last ten years, Tau was named as a leader in Gartner Magic Cardans for Business Intelligence. Tableau has a clear mission to help people to see and understand their data. They really focus on keeping Tableau intuitive and easy to use. That's why Tableau does not require any technical or programming skills in order to build amazing dashboards and insights. That means the target audience of Tableau is not only for technical users like IT, data analysts, data scientists, but also for all other non technical users like business user, and end user, a teacher, and so on. This aspect is a game changer of changing the old mindset of having only IT and technical people working with data and building visualizations. But now we have modern data visualization tools like Tau, which opens the door for everybody to start working with data. That's why tools like Tableau helps organizations to be data driven. And now Tableau is widely used. You can find Tableau almost in all organizations, industries, sectors, in all departments because most of those organizations want to empower their employees with tools like Tableau, in order to make better, faster and smarter decisions using data. All right, so that was a quick intro about Tableau. Next we're going to learn what makes Tableau a very powerful BI tool compared to the other tools. 4. Why Tableau is Leader in Visualization: Tableau is not the only leader in the business intelligence and data visualization market. There are many other tools that are available like PPI, click view, and so on. But now if you ask me what makes Tableau so special? Why Tableau is so widely used, I would give you four reasons. The first reason is performance. The sources now are generating massive amount of data, and Tableau is designed and optimized to handle huge volumes of data without embarking the performance in the dashboards. And that's because Tableau is using high performance in memory data engine to help analyze large datasets where the data can be stored inside columns instead of rows, which can boost the performance in dashboards. Tableau has no limitations or whatever to the number of data points in the visualization. For example, on this view, we have over 1 million data points without any problem. This allows us to analyze large datasets in order to find trends, patterns with great performance, and all other tools still enforce row size data point limitations, which is not really helpful for data analyses. The second reason is quick and interactive visualizations. Compared to the other tools with Tableau, we can create rich and beautiful visualizations in just a few seconds. I'm going to show you now quick example how to cluster my data and how to calculate the forecast. In order to do such a complex job in Tableau, we will just use drag and drop. Let's see how simple it is. All right, so we're going to go to the orders, take the sales, put it in the columns, profit, and the rows, and take the order IDs and the details. I want to see all my members over here. And now we go to the analytics pan and then double click on that clusters. With that, I have very nice four clusters of my data. The next step, I will create a forecast of my data. I'm going to take the order ID, put it on the columns, and then we're going to take the sales. I would like to change the visual 2 bars, so I have now here around five years. What we're going to do we're going to go to analytics and just click on the forecast. That's it. I have a forecast of two years of my sales. Now I'm just going to I'll put them together in one dashboard, so I'm going to create a new dashboard, drag and drop the clusters, drag and drop the forecasts. I'm going to link them together with the filter. That's it. So now we have b of them, and if I click around, I will have an interactive dashboard for the forecast and for that clusters. The third reason, Tableau is user friendly. As you can see, we have done very complex analysis with just drag and drop without writing any code, and this is exactly what Tableau wants. It's very intuitive and user friendly, and this is the major strings of Tableau. It just opens the door for all non technical users to have a chance to work and play with data to solve their daily problems without the need of IT. But in the other hand, Tableau is integrated with programming languages like Python and R, which opens another door for advanced data visualizations, which might be used from data scientists. And the last reason is community. If you are working with Tableau, well, you are not alone. You have a huge Tableau community. In the community, we have around 2 million students and teachers, and in Tableau Public, we have around 5 million data visualizations that are published, and there's around 200,000 questions and ideas that are shared in Tableau forums. Having such a huge community is a big plus for any tool. It's very important because while you are working with data, you might face some problems or you have questions. It's very important that you have a place where you can go and ask your questions and get advice from other developers all over the world. And not only that, you can as well get inspired from the shared visualizations from other developers. You can find the important links about the Tableau community in the video description below. All right, so my four reasons why Tableau is one of the best tools for data visualizations are. Tableau can handle massive amount of data very suitable for big data use cases. It offers beautiful, quick, interactive visualizations. Tableau is intuitive and user friendly, no coding or technical skills are required. And the last reason, Tableau community is very huge. One more thing that I would like to add to that data visualizations is really one skill that you have to master as a data centst or data analyst. And Tableau is an amazing tool for data visualizations. That's why I highly recommend to learn or to get familiar with Tableau, it's going to be like a huge advantage for your carrier. Alright. So that we have learned, what makes Tableau a very powerful BI tool. Next, we're going to start preparing our environment, so we're going to go and download and install Tableau. 5. Download & Install Tableau: All right. So let's start with the first step. We're going to go and download Tableau Public Disktop. In order to do that, we're going to go to the website public.com. I'm going to leave the link in the description. And from there, we're going to find the menu creates. And then we can click on that. Then we have download Table Disktop Public edition. Let's click on that, and then we're going to go to the middle and click on Download Tableau Public. Now, before the download starts, we have to fill out this registration forum. This is not for creating public account. It's just something before download starts. We're going to give the first name, last name, email, and country, and then we're going to click download the app. Then the download to start is just 500 megabytes, so it should not take long time. And now we have the download is done. Let's click on the execution file to start the installation process. At the start of the installation, we are at the welcome page, and here as usual, we have to read and accept the terms, so you have to do that. Here we have second box. You can click on it if you don't want to send the product usage data to Tableau team. It's like cookies. I don't mind. I'm just going to leave it, so we click now Install. And once you do that, the installation is going to start, it should not take long time. Okay, so now the installation is done and Tableau going to be launched automatically. Alright, so with that, we have Tableau installed at our PC. Next, we're going to go and start creating the data source. 6. Create Data Source: Okay, guys. Now, let's close everything and start from the scratch in order to get the data source correctly created. So let's start Tableau Public. Go to click on the text file. Then I will just go back to the big one. Here we have only the three. So we start with the orders, Ole's we start with the flag table, and then we take the dimensions, let's take the customers. I already checked all those IDs. They are unique, so I can go to the relationships over here. And change it to one on the right side and on the fact side, it's going to stay as many. The same we're going to do for the products, drag and drop, and all the ides of the products are unique, so we can go to the performance option just to make sure we select the relationship and select one. That's it. I'm just going to call it big data source. All right, so that we have created our data source. Next, we're going to go into tableau interface. 7. Tour of the Tableau Interface: Now, I remember in 2014, the first time I opened Tableau, I was overwhelmed with all icons and parts that we have in Tableau interface, and navigating through Tableau pages was very confusing for me at the start. And that's why I'm going to take you in short tour in Tableau interface. So let's go. Okay, now let's go and start tableau. Now, the first thing that I want to show you is that the whole thing, the whole file, we call it a workbook. And the workbook is like any other book. It contains different sheets. And the Tableau workbook contain three main pages. We have the start page. It is the main page where you can connect our data to Tableau, and then we have the data source page. It is the place where you can connect and combine your tables together and do changes to the meta data like renaming columns and so on. The third page where you're going to spend most of the time is the workspace page. It is the place where you're going to build your data lizations. All right. So now we can learn how to navigate through those pages and how to switch between them. Okay. Once you start Tlo, you will be in the Welcome page, the start page. Now if we want to go to data source page, we have to connect something. Let's go again to the left side over here, connect to text file, and then select our file customers and open. Once we do that, we're going to land automatically in the data source page. Now if we want to go back to the start page, in order to do that, we're going to go to this table icon over here on the left side. If we click on that, we're going to go back to the start page. And if we want to go back to the data source page, we're going to click on the same icon. Click on that again and we are back to the data source page. With this icon, we can always go back to the start page of Tableau. Alright, now let's see how we can go to the workspace page. In order to do that, we're going to go to the bottom over here, you will find different tabs. The first one is always the data source tab. This is exactly where we are now at the data source. But now, if we select the sheets, Tableau going to take us to the workspace page. And if you want to go back to the data source page, there is two ways to do that. First, we can stay at the bottom over here, and we can select the data source tab. By clicking on that, we go back to the data source. And the second option is that add a data pane. So if you go to the left side over here, you can see our data source customers. And if you double click on it, we're going to go back to the data source page. Okay, guys, so that's what it. This is how you can navigate through tableau pages. Let's have now a quick overview of each page. Okay, so let's start to the first page, the start page. We can see here three pines, connects, open, and discover. In connect, we can find all different types of data connectors, and in Tableau Public, we have around ten. That's enough for the training. But in table deco, we have over 90 data connectors. And now in the middle, we have open. Once you start Tableau for the first time, this section is gonna be empty, but as you start creating new workbooks, Tableau can start showing you the most recently opened workbook. And this is really nice to have quick access to our workbooks. Here we have only one, the first phase that we published before. And on the right side, you will find discover, you will find different stuff from Tableau team like blogs, news, training, tutorials, and so on. Now in the bottom, you can see information about Tableau software. For example, now it shows that we can upgrade to Tableau disto. Or later on Tableau releases a new version of Tableau, you will find information here to update your tableau. But since we just installed the most recent version of Tableau, it doesn't show it. Okay, so that was it for the start page. Let's jump now to the next one. We have the data source page. By now, you should know how to go there by clicking on Tableau icon. Okay, what do we have here in the data source page. On the left side, you can find all informations about our data. In connections, you can find the connection informations and in files, you can find all tables that are inside our data. Then in the middle, we have the data source name. Then over here we have the area where we're going to build our data model, and it contains two layers, the logical layer and the physical layer. I'm going to explain that in the next tutorials. Don't worry about that. Beneath that, we have the data grid. It's going to show us a sample of our data, and as default, it's going to show the first 1,000 rows of data. And in the left side, we have another grid. This is the meta data grid. It shows us more details about the tables fields. All right. So that's all for now. We're going to move now to the next page, the workspace page, and we can do that by selecting the sheet tab. Okay, so in the workspace page, we can spend most of our time here building our visualizations. That's why we have a lot of icons and stuff around. So let me quickly guide you here in this interface. Okay, so we're going to start on the top. We have the tool bar. It contains a lot of icons, and those icons are the most frequently used functions in Tableau. So as you are building your visualizations, you have a quick access to those functions. As you might already notice, there's some functions that are not selectable. Well, you have to understand here that in Tableau, if something is grayed out, that doesn't mean that this feature is not available in Tableau Public, but it means it is not relevant for the visual now. For example, if I go over here, it's going to sort the visual and since I don't have anything, so it's not relevant to sort it. Let's check the other icons. We have the Tableau icon. It's going to take us to the start page. You know that already. We have the undo and redo the last action in the visual. As you can see, as I'm hovering the icon, tableau going to give me short description of the function, so here we can create a new data source, or over here, we can create a new worksheet, and so on. Just hover on the icons and you will see the function. All right. So now let's move to the left side. We have here two pans, the data pane and analytics pane. As default table going to show us the data pane. But if you want to go to the analytics pane, just simply click on it. So you can switch between them by just selecting them. Let's see what we have here in the data pane. The first thing is the data source. That contains our data, and below that, we can find the tables inside this data source. We have currently only one table, the customers. And we can see over here the fields or columns inside our tables. And here we have as well a search field. Sometimes our data source gets really big, and we're going to have a lot of fields. So this is really nice way to search for specific field. Now let's go to the analytics span and you can find over here predefined functions that you can add to your visual, like adding an average line or doing clustering, or even you can create your own reference line. Really nice stuff. Now I'm going to switch back to the data pane. All right. Now let's move to the middle and you can find over here different shelves and cards. We're going to use them in order to build our visualizations, and everything works here with drag and drop. Let's start with the first one, the rows and columns shelves. The visuals of Tableau, they have two dimensions, the rows and columns, like any other tables. If you put fields in the column shelf, it's going to create a column of the table. While if you put fields in the raw shelves, it's going to create a row of the table. Easy stuff. Now let's have an example. Let's go to the left side and we're going to drag and drop the countries on the columns. With that, we define the columns of the visual over here. So now we're going to have something on the rows. Let's take the counts and drag and drop it on the rows. And with that we define the visuals, columns and rows. So if you want to swap between them, you can go to the tool parts over here and click on this icon and you can switch between them very easily. If you have a lot of columns, I'm going to switch back. And now we can add more columns and more rows. So for example, let's take the city, drag and drop it on the columns over here. So you can have multiple stuff. If you want to remove one of those columns, you can do that by drag and drop on the empty space. Let's move to the bages shelf. You can use it to split the current visual into series of pages if you want to analyze something like step by step and take it slowly. Let's have an example. Let's take again the customer count drag and drop it on the pages. Now, as you can see on the right side, we have a new window to control the pages. Now we are at the first page where we have countries with only one customer. So if we click over here on the right side, you will get the countries with two customers, and so on. Now for the next example, I'm going to remove it, so I'm just going to drag and drop on the empty space. All right, so let's move to the next shelf. We have the filters. You can use it in order to filter our visual. For example, let's stick the countries, drag and drop it in the filters, and now you can here decide which country is going to stay and which country is going to leave the visual. Now, if I select for example, let's remove France and click Apply. You can see our visual don't contain now with the country France. Now I'm going to remove it again from the shelf by drag and drop in the empty space. And then we have the Marks card. You can use it in order to design the visual. For example, we can add new colors. If we drag and drop the countries on top of the colors, we will get a color for each country, or we can change the size of the pars, either make it small or big, or we can add labels, and so on. Now let's move to the middle. Of course, here we have our view. It contains visualizations or we call it visas. First, we have the title, and you can change it by double click on it. Let's give it a name, for example, customers by country. And then click Okay. Below that, we have our visualization and it contains different stuff. For example, we have the headers, and here we have the countries as well, we have the axis. Now, the intersection between those fields are the marks. Those marks could be like pars in this example, or could be a line or circles or any other shape. Now if we check the bottom of tableau interface, you can find status bar. It contains a lot of details about our visual. For example, it says we have three marks. Of course, we have 3 bars, and we have one row and three columns. The total number of customers is five. Now let's add more stuff to the visual to see how those status change. Let's take the scores, drag and drop it in the rows. And you can see here we have now six marks, we have six pars, we have two rows and three columns. Those stats are really important once your visualizations get complicated. Now we have very simple one, we can count it and see we have six parts. But if we have a lot of dots and a lot of points, it's really hard to count them, so it's really nice to check the status bar to see details about our visual. All right. So now let's move to the right side, and we're going to go to the show me icon. Select that. Now you will get different visualizations that D offers, and by just clicking on them, you're going to switch the whole visualizations in overview. So here we can switch it to tables or to pie chart, or to tree maps, and so on. Now just go and explore those different visualizations. And you might already notice that some of them are grade out. We cannot use it. Here again, it's available, but we don't have the requirements to use it. For example, if you go to the line chart, here Tableau tells you what are the requirements or what Tableau needs in order to build this visualization. It needs one date. It doesn't need any dimensions, and it needs at least one measure. Currently, in our view, Tableau cannot create it because we don't have any date field in our view. All right, everyone. That was the main component of the worksheets. Now before we go to the dashboard, I'm going to do a few stuff, you can follow me. I'm going to undo those visualizations and go back to the par. And then I'm going to create a new sheets. So I'm going to click over here, create a new worksheets, and then I'm going to take the countries, and this time, I'm going to take the scores over here, and then I'm going to use the Pi charts. And over here, I'm going to put some labels on it. Okay, so that's enough. Let's go now to the dashboards. We can do that by creating a new dashboard on the icon over here. Now we are at the interface of the dashboard. I'm not going to explain everything over here. It's just important to understand that in the dashboard, we can start compiing different sheets in one place. So we can drag and drop the sheet number one, where we have the customers by country, and then we can take the sheet number two, place it somewhere over here. And then I have in one place two visuals the sheet number one and sheet number two, and this is the main job of the dashboard. All right, everyone. So now I'm going to show you the last type of sheets, we have the story. In order to create a new one, we're going to go to the bottom over here and click on this icon. With that, we have created a new story and stories in Tableau, they are like sequence of visuals and we use it usually for presentations, if you want to tell a story from our data. All right. What do we have over here? In the left side, we have the visuals that we created. We can see the worksheets and as well, the dashboard then over here, we can add a new story points. In the middle, we have in this section like navigator to go through our story, and then here we're going to present the story or the views. What we're going to do now in the first one, we can drag and drop the dashboard. That's two dots. And now we can add a next step by adding plank over here, and then we're going to take the sheet number one, and then we can add a new one, plank and then sheet number two. Now we have story. It starts with the big picture with a dashboard, and as we go through the story, step by step, we go more in details in each visual. It's really nice way to present or to tell a story using our visual. All that's why a quick too in the tableau interface with the different sections. Next, we can learn different techniques on how to work with multiple charts or measures in one view. 8. Adding Multiple Measures in 1 View: Now, before we start learning how to build charts in Tableau, we have to understand some basics, like, for example, how to add multiple measures in one single view. I saw many new Tableau developers that they get confused on how to add a second measure to the visualization. Because in Tableau, we have different places and different methods on how to add multiple measures in one single view. And here in Tableau, we have three methods. The first one is to use individual axes for each measure. The second method is to use one single shared axes. Using measure values and measure names. And the third one is to use dual axis in Tableau. Now we're going to go and learn those methods, step by step, and we're going to learn as well the advantages and disadvantages of each methods. Let's go. All right, guys. Now we're going to start with the first methods. We have the individual axis for each measure. So let's see how we can create it and how it's going to look like. Let's go, for example, to our big data source. Let's pick the order date to the columns, and now in order to create individual axes for each measure, we're going to drag and drop the measures in the rows or in the column For example, we're going to take the sales and put it in the rows, and let's take as well the profits and drag and drop it to the rows as well. Now we can see in our view that each measure has its own axis. So that's why we call it individual axis for each measure. So we can see for the sales, we have this axis that starts 0-1 million, and for the profit, it starts 0-100 k. Those two axes for those two measures are completely separated from each other's. There is no overlapping or anything. Now, of course, we have two measures. We can go and add a third quarter, and so on. So there is no limitations on how many measures we can add to our visualizations. We can see now we have four measures. And you can see each of those measures has different axis with different range. Now I would like to understand something very important in Tableau that Once you are adding multiple measures to the views, you will get multiple pages on the marks. The marks in Tableau is the place where you can go and customize the visualizations to customize the charts that we have over here in our view. And since we have multiple measures, we will get multiple pages in the marks. So let's check what we have over here. So we have the first one is all. Then we have an individual mark for each measure that we have inside our view. So now let's understand how this works. Let's start with the first one, the A. Now, in this page, anything that you change in the setup, it's going to be reflected for all measures for all charts. For example, instead of having the line, I would like to have the bar. But now if I change it to bar as you can see, all the measures can be changed to bar charts. Or if you go over here, for example to the colors and change it to black, you can see that. All our measures now are black. And so on, if you go to the sides, reduce the size, you can see the size of all our measures going to be reduced. So anything that I'm changing in the all, it can be reflected for all measures in the view. But now, since we have individual axis for each measures, we can go and customize each of those charts individually. So for example, let's say that, I would like to change only the sales. I can go to the max of sales over here, so let's switch to the page of sum of sales. And then, instead of having bar, I would like to have it as a line. So now we can see we have changed the chart type only for the sales. Everything else can stay as a bar charts. And the same thing for the profit, you can go over here to the profits and say, Okay, instead of plaque, I would like to have it, for example, as ple. So as you can see, this customization is can be done only for this measure, only for the profits. The same thing for the other measures. If you say, for the quantity, I would like to change the chart type instead of par. Let's go for something like area. Let's switch the quantity, and then let's go to the area over here. With that, we have changed only the chart type for the quantity. So you can see those marks are really helpful in order to customize our charts, and you can go and do that individually for each measure, or you can go to all measures over here and then do the changes. All measures together. So that's all for the marks. They are really important in order to customize the charts inside of our visualizations. One more thing that's important to understand the dots, we have here four tabs inside the marks because we have four measures. Well, because we have continuous measures. So, for example, for the years, we don't have any tab in order to customize the years because it is discrete. For example, let's go and switch the sum of sales from continuous measures to discrete. So right click on it and go to discrete. So with that, you can see that the sum of sales disappear from the mark. So that means we cannot customize it anymore because it is discrete. So let's go and change it again back to continuous and with that, we're going to get it again in the marks. So you can customize only continuous fields. All right, guys. Now, as you can see for these methods, we can go and customize our charts individually and as we want. And another advantage that we can go and add as many measures as we want inside our visualizations. But the disadvantage that we have separated aces, which is in some situations, it's really hard to compare the measures together if they are like, split it like this. That's why we have tablo different methods in order to combine and to merge the axis and the charts together. So that's all for the face methods where we're going to have individual axis for each measure. All right, guys, moving on to another method in order to combine multiple measures in one view, and that is by sharing the same access. We can do that using the measure names and measure values. If you take the data ban in each data source in Tableau, you will find always two fields. We will have always measure names and measure values. Those two fields, the measure names and values, they are automatically generated from Tau. They don't come from the original source of your data. What are those fields? The measure names is a discrete dimension that contains the names of all measures that you have inside your data source. In the other hand, we have the measure values. It is continuous measure that contains the values of all measures that you have inside your data source. In table, there are two ways in order to use the measure names and values. The first one is by simply just drag and drop from the data base into the view. Let's take for example, the measure names to the rows. As you can see, currently, no measure values are selected because we don't have anything in the view. Now, what we're going to do, we're going to go to the major values and let's drag and drop it to the text over here. And now you can see in the view all our measures that we have inside of our data source. So the count of customers, count of orders, discounts, profit sales, and so on. Those are all available measures that Tau can find inside your data source. Here, again, the major name going to be the name of the measure. The count of customers, count of orders, those information comes from the measure names, and the values of those measures going to come from the measure values. You can see it's very simple, the names of the measures, the count of customers discount and brief. Those names comes from the measure names, and the values that we have inside this view comes from the measure values. Here you can control stuff. For example, you can go and remove any measure that you don't want to see inside our view. For example, let's go and remove the sum of unit price. Just drag and rub it somewhere outside. And as you can see, table created immediately filter. If you go over here on the filters and edit it, you will see a list of all measures that we have inside our data source, as well, if you want to remove some measures you can go and deactivate or deselect the measures that you don't want to see, inside our view, let's go and hit ok. And with that, we have reduced the number of measures inside the view two four. And one more thing that we can do over here that we can go and change the sort of the measures inside our view. So for example, let's take the count of customers from the top and put it in the bottom. So you can see, we just change the order of the measures inside the view. Alright, so this is one way in order to use the measure names and measure values inside the visualizations by just drag and drop them inside the view. But there is another quick way in order. To use those informations. Let me show you what I mean. I'm just going to go I remove everything from our view and then starts from a scratch. Let's take the order date to the columns, and let's take for example, the sales to the rows. So far, we have only one measure in our view, everything is normal. But now, let's say that, I would like to add another measure to the view. Before we learn that, we take the profit and put it near the sales. But with that we have learned that table can go and create two individual axis. We don't want that, so let me just remove it. I would like to have one axis for both of the measures. So in order to do that, we can use the measure values and names. And in order to quickly generate that, let's take the profits. Very slowly, let's just drag it to the axis of the sales, and as you can see now Tableau go to show us two green vertical lines. With that, we are telling Tableau that I would like to share the same axis for two different measures. So let's just drop it on the axis, and here Tableau going to go and convert everything. So we don't have anymore here the sum of sales. We have now the measure values. And in the filters, we have the measure names. Inside it, we will get only two measures and the sales. So you can see Tableau can prepare everything for us, and this is a quick way in order to use. Multiple measures using the measure values and measure names. And we can see as well here on the mejor values as we have only those two measures. So now let's check the visual. As you can see, we have only one axis for two measures. So the green one going to be the sales and the gray one can be the profits. So that means those two measures are sharing the same axis. And of course, we can go and add more measures to our view. Not only two, we can take for example, the discounts. We can go and drop it inside the measure values to the last one, for example. And with that, we got three lines. Three measures are sharing the same axis. It's really nice and compact way in order to compare multiple measures using the same axis. But of course, you have to pay attention to the scale of the axis. For example, the scale of the sales, as you can see the green one is really huge 0-1 million. Now, if you take the discount, as you can see everything like almost zero because the scale compared to the sales is very small. That's why for these methods, it makes sense to use multiple measures in the same axis. If they have a similar scale of data. But if there is big difference in the scales, the visual will not make sense in order to compare to measures. This example doesn't really make sense to use the discounts inside these visualizations because we cannot really compare it. It has really small scale. One more disadvantage of this method and that if you check the marks over here, you can see that we have only one tab for everything. We don't have individual marks for each measure. That means we cannot go and customize each measure as we want, like we saw before in the method one, where we want to use in one case, for example, the line diagram and another measure we can use the bar diagram, and so on. We cannot go and customize individually each measure. But instead, all those measures are sharing the same setup for the visualizations. That means, let's go for example and go and change the sides. If we do that, it's going to affect all measures inside the view and I cannot change it individually. Everything that you are making here or changing individual, it's going to affect all the measures. For example, let's go and change it to par diagram and so on. The only thing that you can go and customize is the colors. If you go to the colors over here and edit colors, you can assign for each measure. Different value. But that's all, so we cannot go and customize the charts as we want. If you use mejor values and measure names, pay attention, you don't have the freedom of changing the visuals of your charts. But it's still very useful in many cases, where you want to have multiple measures sharing the same single axis. All right, with that, I hope it's more clear now, why do we have tableau measure values and measure names. Okay. All right, one. So now moving on to the last methods in order to compine multiple measures in one view. We can use the dual axis. Dual axis are really great way and very useful in many scenarios where you can go and compare two measures together. So let's see how this works in Tableau, and there are two ways on how to create dual axis in Tableau. The first one I'm going to show you now is that let's take, for example, the order date to the columns, and then let's take the sales and formations to the rows. And now, I would like to get another measure inside our view. So let's take the profit and just put it in the rows side by side near the sales. So here we are back to the method one. Where we have two measures separated with two individual axis. So now, as you can see, those two measures are separated from each other's. I would like to bring those two visuals on top of each other's. So how to do it, let's go back to our measures. So, you can see we have two measures sales and the profits. We're going to go to the profit to the one on the right side, right to click on it, and here we have the option of dual axis. So let's go and click on that. Now as you can see, those two charts now are on top of each other's using dual axis. The access for the sales and the axis of the profits, side by side. And we can see as well, the shape of those measures the change. So now instead of having two green pills, we have now one green pill from two measures, the sales and the profits. And now if you check the scales of those dual axis, you can see that the sales as usual 0-1 million and the profits 0-200 k. So now here you have two options. Either you can leave it as it is with two different scales or you can go and make them similar to each other's. And this is what we do in most situations. We go and synchronize those two axis. So in order to do that, let's go to the profit over here on this axis, right click on it, and here we have the option off. Synchronize axis. So let's go and select that. As you can see now, the profit scale has exactly the same scale of the sales. It starts 0-1 million. And the marked or the visual did adjust as well to the new scales. So as you can see now, we have it on the bottom before, we had it near the sales. Now you might ask you know what? Why do you use dual axis? I can just go and use the measure values like the Mito two, and I can add as many measures as I want to the view. So why do we have dual axis? Well, there's two reasons for that. First, here you have the option to decide whether you want to synchronize the axis or not. So if you go to the method one with the mejor values, you can see that everything is synchronized and you have only one axis, and we cannot change that. But if we go back to the dual axis, we have always the option to synchronize the axis or not. This is one benefit. The major benefit of dual axis at that, I can go now and customize each measure as I want. So if you check the marks, we have again a tab for each measure. So again, the all can customize both of the measures, but if you go to the sum of sales, we can go and decide the visual setup of this measure. For example, I can go over here and change the size, or I can go to the sum of profits and say, instead of the line diagram, I would like to get a bar diagram. So here is exactly the advantage of the dual axis where we can go and customize the chart or the measures individually, but still using the same axis. And you don't have this option if you are using the measure values because you have to make a decision or a setup for all measures. But that disadvantage here that it's dual axis, only two measures. But it's still a great way in order to compare two measures in Tableau. I would like to show you now the second method on how to create quickly dual axis in Tableau. Let's go and remove those stuff, and then let's take again the seals. Now for the second measure, instead of dragging and rubbing it here near the seals and then switch it to dual. What you're going to do, we're going to go to the visual over here, and if you move it to the right side, you can see that we have one vertical line. Be careful if you move it to the axis, you have two vertical lines where you're going to have the mejor values and mejor names. We don't want that. We want a dual axis. So just move it to the right side, the opposite side of the axis, and you can see we have one vertical green line. If you drop it, tableau going to go and create immediately dual axis between those two measures. So this is how you can create dual axis and tableau quickly. And one last point about the dual axis is to understand the order of the measures has an effect on the visual. So let me show you what I mean. I'm going to go now to the profit and change it from bar diagram to line diagram. And as you can see the red line from the profit is like in front, The sales. That means the major sales is in the back and the profit is in the front. If you want to switch that individual, what you're going to do, you just going to switch the order of the dual axis. If we take the sales from left and just put it on the right, and as you can see now, the par diagram in the front and the line diagram in the background. Which in this situation, it's not really cool to have the line behind the parts. Now let's go and switch it again, so the profit on the right side. So that we're going to get it in the front and the sales in the back. All right, so that's all for the dual axis. Now, of course, in Tau, you can go and mix all those methods together in single view. Here we have dual axis in this example. I can go now and add the measure values instead of the profit. Instead of having the profits, we can have the measure values, the method two. In order to do that, let's take for example, that quantity, and let's drag and drop it on the axis of the profit. So let's drop it over here, and as you can see table immediately switch the sum of profit to measure values. But still on the left side, we have sales. Now we are doing a dual axis between the sales and a bunch of measures. Now we can go and add more measures to the measure values. Let's take the unit price and add it over here. We can add the discounts. But now let's just change the colors in order to make it more clear. Now I am at the tab of the measure values. Click on the colors, it colors, and now the quantity, I'm going to give it green. Unit price. Let's give it gray discounts. This color and that's all. So with that as you can see, we have different lines, but all of them are lines, we cannot change that because it is a major value, so all of them are sharing the same setup. And on the background, we have the sum of sales from the dual axis. So that means you can go and combine those stuff. And of course, we can go and add the method one. So let's take the count of the orders and just drag and drop it to the rolls over here so that you can see that Tableau did go and create an individual axis for the count of orders. So that means if you look now to our measures and this view, the first one, the sum of sales, we are using the dual axis, this par, diagram, the blue one, and then on the right side of the dual axis, we have punch or bundle, of measures. So here we have the sum of profit quantity unit price and discount. So we have a group of measures as a part of the dual axis using the measure values. Count of order, it is completely separated and not sharing the axis with the others, so we have it as an individual axis using the method one. All right. As you can see, you can mix the stuff, and this is exactly the power of Tableau where we have high customizations on how to visual our data. Alright, everyone. So now let's have a quick summarize. In order to combine multiple measures in single view in single visualizations in Tableau, we have three methods. The first one is to use individual axis. That means we can have for each measure a different separated independent axis. And the main advantage of this method, that's we can go for each measure and decide about the visuals, which visual type we can use, the colors, the sizing and so on. So The customizing of the measures is going to be independently. And the second benefit of that, we can go and add as many measures as we want inside one view. But the weak point in this method of that, it's really hard to compare those measures together. That's why we have the second methods where we can go and compare all those measures together using one shared or single axis. And we can create such a visualizations using the measure names and the measure values. So we have only one axis, and we can have multiple measures sharing the same axis. Will the main benefit of our that we can add as many measures as we want, and as well we can compare those measures better than the method one. Since they share the same axis. But the disadvantage in this method that we cannot go and customize each of those measures independently. So that means all those measures are going to share the same configurations of the visualizations. So we cannot use here a line then a part then change something else. We have always to use the same visualizations. For all measures. And that's why we have the third method in Tableau to use the dual axis. So the main benefit of the dual axis of dots, we can compare two measures closely to each other. We can define whether we can synchronize the axis or not. And here the advantage compared to the previous one, the single axis of dots, we can customize the visuals for each measures independently. So here we have a line diagram together with a bar diagram. Only this advantage of this method of dots, we can compare only two measures. 9. Bar Charts: All right. Now we're going to start with the easy stuff where we're going to build a bar chart in rows. Let's start with the big data source, and let's take the sub category to the rows. Then we need the measure. Let's take the sales and put it in the columns. Now with that we got the sales by category. Now in order to make it bigger, I'm just going to go over here. Instead of standards, let's take the entire view. Now as you can see, we have bars in the rows. Table can use bar chart as a default, but in case you have something else, you can go to the marks over here. Instead of automatic, you can move it to a bar. Let's go and click on that. Nothing going to change because currently is a bar chart. And we usually use the bar charts and rows in order to make ranking. In order to do that, let's go to the sales and sort our data. With that, we got a very nice ranking in our charts. One more thing that I usually add is the coloring. I take the measure, the sum of sales, hold control, and put it on the colors. All right, so that's all for the bar charts and rows. Okay. The next one we have the bar charts in columns. It's very easy and very similar to the rows. I just duplicated the worksheets. Now here instead of having the dimension on the rows, we have to move it to the columns. So we have to switch between the measure and the dimension. In order to do that, it's very simple. Let's go to the quick menu over here and just switch it. What that we got the pars now on the columns. See it's very simple, we usually use this as well for ranking. Of course, now the question is when to use columns and when to use roads. If you have dimensions with low cardinality, like we have the subcategory, you can go and use the columns. But if your dimension has a high cardinality, a lot of values, you can go and use the roads in order to have a long list and you can scroll down. It's always better to scroll down than to scroll to the right sides. If you have a lot of values inside your dimension, go with the par rows. But if you have low number of values inside your dimension, go with the column bars. All right. Moving on to another bar charts, we have the side by side pars. In the previous part charts, we have used only one dimension. This time we're going to go and use two dimensions. So let's go and build it. First, I would like to get the dimension country to the columns. And then let's go and get our measure, the cells to the rows. So that we got the normal bar charts. But now, if you go and add another dimension to the columns, you will get side by side bar charts. And the second dimension going to be the years of order dates. So drag and drop the order dates to the columns. So as you can see, tud converted to line charts. We don't want that. We want par charts. That's why we go to the marks over here, and instead of automatic, we're going to switch it 2 bars. Again, here, I would like to make it entire view. Now we have a lot of data inside the view, so we have five years of data. I would like to have only two values. So I would like to compare the last two years. So let's drag the years to the filters, and then I'm going to filter using the years. Select the years next. And let's have only the last two years. Click OK. And the last thing that I would like to add is the coloring. Since we have two years, I would like to have for each year a color. So let's take the years, hold control and put it on the colors. And that's it we have now really nice separations between the values. So now, as you can see, we've got side by side bars, and it's really useful in order to compare multiple values in each category. So with that, we can really easily compare the last two years in each country. And here in this type of charts, try to not have a lot of data. Then it's going to be really hard to compare data. So as you can see, we just have a filter on the data in order to compare only the last two years. So that's it for the side by side charts. All right. Moving on to the next one, we have the bar chart over time. It's a very famous one. You can find it almost in each dashboard. So let's see how we're going to build it. We're going to go to the order dates. Let's put it on the columns. As usual, we're going to have the years. Let's go and get our measure the sales and put it in the rows. And here has a default table to show it as a line. Let's go and switch it to the bars since we are working on the bar charts. So with that we got very nicely the sales over the years. But we usually add more details because those data are very aggregated. So let's go and add another dimension in order to do that, let's just drill down the years. Click on this plus sign, and with that, we got the second dimension, the quarter, and here we can see more details about how the sales are changing over the time. The main use case of this part chart is to show how the data are changing over time, to show trends. If you have such a requirement, go with the part chart over time. Okay. Moving on to the next one, we have the stacked bar charts. The requirement for this one is going to be similar to the side by side. We can use two different dimensions. So now let's go and build it. I would like to see the total sales of each month for this year. So in order to do that, let's take the order date to the columns, and let's take the sales to the rows. And now I'm going to go and switch the years to months, right click on it, and let's select the formats, the month so that we got those parts that represent the total sales for each month and this year. But now, we'd like to add more information to this view in order to compare as well, the categories. So now let's go and get the categories, but here is always the question where we're going to place it. If you put it on the columns, what you're going to get, you will get side by side bars. We don't want that. We want to get stack charts. In order to do that. Let's take the category and put it just on the colors. So let's go and do that. And with that, we got this information, this dimension as a color inside each bar. And with that, we're going to have the stacked bar charts. So now, as you can see, the main purpose of the stacked bar chart is First, to have the total of sales over the time. So we can compare the months and how the sales are developing over the time. Then the second task, which is not the main task is to go and compare the categories, to see how the categories are contributing in the total sales of each month. So that's all for the stacked bar charts. Alright, now we have a very similar chart to the previous one. We have the full stacked part chart, or sometimes we call it, 100% stacked part charts. So now I just duplicated the previous one, and as you can see in the normal stacked part charts, each part starts and ends differently from month to month. Total sales is naturally important in the charts. What is important is now to compare the subcategories over the time. Very nice way in order to do that is to have full stacked part. That means each part in our visualizations can has exactly the same length, and it starts from 0% to 100%. In order to do that, let's go to the sum of sales, right click on it, and then let's go to the quick table calculations and have the percent of A that we got the percent of total instead of the total sales as a value, but we're still not there because those parts are not having the same length. In order to do that, let's go back to the sum of sales right click on it, and let's go to edit table calculations. Let's go inside. Now, what we're going to do over here, instead of having table across, we can have specific dimension. Let's go and switch on that and we're going to select only the category since we are focusing only in the category. Let's remove month of the ordered date. Now as you can see, we get immediately a full stack. Let's go and close this. Now as you can see all those parts has exactly the same length. They all start with a 0% and end up with a 100%. We call this type of chart as part to whole. That means I would like to see and understand how each category are related to the whole sales of each month. Now let's quickly summarize when to use which chart. If you want to focus on comparing the categories over the times, then go with the full 100% stacked bar charts. But if it's more important to show the total sales of each month, then compare the categories, then go with the normal stacked bar charts. All right. Moving on to the last type of bars, we have the small multiple bar charts. Many bar charts inside our visualizations, and we can do that by adding more than two dimensions. So let's start with the first dimension. We're going to go to the countries from the data pane. Let's put it in the columns. And with that we got the values of the countries as columns. I would like now to add rows from the category. Let's get the second dimension, the categories to the rows. And now I would like to fill those information in order to see some data. So let's go and get our measures, the sales. Drag and drop it to the rows over here. So as you can see, our bars are not really small, so still we have big parts inside our view, and always we can go and check how many marks or how many bars do we have inside our view. By checking this information over here, we can see that we have 12 marks. So now let's go and get our third dimension. It's going to be the order date. Let's get the order date to the columns. Now we went 12-16 marks or 16 data points. Now, Table switch it to lines. I would like to bring it back to bars. So let's go to the marks, switch it to pars. But still our parts are not really mini or small. So in order to go more in details inside our view, instead of using the years, we're going to go with the month. So let's go and change the format, right click on it, and let's choose this format, the continuous one, the month. Now, if you check again, we went 60-707 marks. Mini bars inside our view, I would like to add as well some coloring to it. Let's go and get the country to the colors. So that's it with that. We got small multiple bar charts. As you can see, as you are adding more dimensions to the view, you are splitting the measure to more and more details. 10. Bar-in-Bar Chart: Okay. Next, we have the bar in bar chart. Previously, we have compared two dimensions inside our view, but now how about to compare two measures in our views using bars. So let's see how we can do that. As usual, we're going to take our subcategory to the rows. And then let's take the first measure. It's going to be the seals to the columns. So now with that we got our standard bar charts. Let's go and sort it by the sales. Now we need our second measure. So let's go and take the quantity and put it as well in the columns. So now with that we got individual axis for each measures, and we can go and compare the data. But it's way more better if you have two measures and you want to compare them is to use the dual axis as we learned before in the previous material. Let's go and use the dual axis. We're going to go to the quantity erratically con, and let's go to the dual axis. Now here Tableau did decide to go with other visualizations, since we have automatic. Instead of that, I would like to switch it back to bars, and as you know, the dual axis, we will get different tabs inside our marks. Now since both of them are going to be bars, we're going to go to all Then select instead of automatic, we're going to have the parts. But you can see we are not there yet. It's like the stacked part, but actually it's not stacked. In order to change that, what we're going to do, we're going to go for each individual measure and change the setup. But first, I would like to change the coloring. I don't like those current informations. Let's go to the quantity, make it orange. The sales going to be. Blue? It's that okay. So now, what we're going to do in order to have bar in bar, we're going to go and change the size of the quantity. So let's go to the quantity over here. Go to the size and just make it a little bit smaller. So now we can see in the background, the big blue bar, and in the front, we have this small orange bar. So with that we got something like bar in bar chart, which is really great in order to compare? Measures using dual axis. So if for example, if you check the category art, you can see the quantity is really huge, but we are generating very few sales. Compared, for example, to the cubres, we have less quantity that is ordered, but we have huge sales. So it's really nice way in order to compare measures. 11. Barcode Chart: Alright. The next one is going to be fun one where we're going to create barcode charts. We usually use it in order to show more details inside each bar. So let's see how we can do that. As usual, we're going to get the same information, subcategories to the rows and sales to the columns. I think you already got it. Let's go and sort it. And now, what I would like to bring is a dimension with high cdonalty like the product name. So let's go and bring it, for example, to the rows over here. As you can see, Tableau is warning us and telling us there's a lot of members inside the product name. And now, if you go and say, Okay, add all members, what can happen? The view going to be broken, and it's not really informative. But instead of that, we can take the product name and put it on the details. So let's go and do that. And now with that we have built something like barcodes, where we have the product informations inside each bars, which is sometimes useful to show all those details in one view. So that's how you build barcode charts. 12. Line Charts: All right, so now we can start talking about the line charts in Tableau. There are very basics and very standards in order to show the change over time. Now let's go and build very simple line charts in Tableau. Since we are saying change over time, that means we need a date. Let's go and get the order date to the columns, and the roads we need our measure sum of sales. Now as a default as usual, Tableau going to show the years. But instead of that, in order to make it more interesting, we're going to go and switch it to months. Let's go and change the formats to month continuous, click on that. And now with that we got our line charts. For some reason at your end, you are not getting a line charts. In order to switch to line charts, we go to the marks, and then instead of automatic, let's go and choose the line. Once you do that, you will get exactly by me, a line chart. This is the most basic line chart in Tableau that shows the changes of our time. Okay, so next, I would like to show you the different visuals that we can add to our line. So for that, let's get more measures to our view. So currently, we have the sum of sales. Let's get everything like the discount, the profits. And we have order sales. Let's take the unit price, and as well, the orders. So now, as you know, since we have five measures in our view, we get as well five tabs in the marks in order to individually set up the visual. So for the sum of sales, we're going to leave it as it is as a standard line charts. But for the next one, what I'm going to do, we're going to change the path or the visual of the line. So if you go over here on the pass and click on it, we will get different types of lines. So the first one is going to be the standard one, the linear, but the second one is going to be a step. So let's go and select dots. So now if you check the discount over here, we don't have a linear charts like the sales. We have now like steps, like it's chump up, and then we have steps down. Alright, so let's move next to the profit over here. So let's switch the tab to the profit. So now we're going to go again to the path. And here we have two sections, the line type and the line pattern. So in the line pattern, we have the solid line or we can make a dashed line. So let's go and select the dash line. And as you can see now, individuals, we have very nicely, dash line in Tableau. This is one more way in order to present the lines in Tableau. Let's move to the next one to the next measure, we have the unit price. Let's switch there. Now what we can do over here for each data point that we have in the chart, we can make a marker or small circle. In order to add the markers, what we're going to do, we're going to go to the colors over here, and then here we have the effects. The first one is automatic. The second one to have marks and the last one to have no marks. Let's go and switch everything to marks. Now with that, you can see the line chart in the hung price has small circles, small data points. This is one more visual effect on the lines in Tableau. Let's move to the last one, the count of the orders, so let's switch there. Now, what we can do, we can change the size of the lines depends on the values. In order to do that, let's take the count of orders, so it's control drag and drop it and put it on the sides. Now if you take the last line, we're going to see really nice effect. If the values are small, we will have a thin line, but if the values are high, we will get a heavy line, which really looks nice. All right, y. As you can see, Tableau is very rich in the visualizations, and with few clicks, we can change the visual representations of the lines. All right, now we're going to build the multiple line chart in Tableau. I'm always duplicating the sheets in order not to build everything from scratch each time. Now previously in the standard line, we can see the changes over time, but sometimes we want to add more information. We want to compare the values of one dimensions inside this view, and we can do that by having multiple lines. So let's say that, I would like to compare the values inside the category. Let's go to the categories in our bots And now let's put it on the colors. So drag and drop it to the colors. And as you can see by doing that, Table can go and plot three lines for each value inside this dimension. So with that we got multiple lines inside one view. And now we can see that it's not really informative because we have a lot of lines and a lot of zigzags. In order to reduce that we're going to us switch the format, Let's say, for example, a quarter. So now, it's a little bit more clean in order to see how the data are changing over time, and you can compare the values of one dimensions. So the number of lines really depend on the values inside this dimension. One more thing about how to create those three lines. You don't have to have it always on the colors. If you move the category from the colors and put it on details, you're going to get the same effects where Tableau going to go and create multiple lines for each value, but this time without colors. So this is another method on how to create different lines in tableau, but I think it makes more sense to have it on the colors to have subard color for each line. This is how we can create multiple lines in Tableau using dimension. All right. The next one we can have dual line charts. This time we're going to go and compare two different measures in one view. So we're going to create for each measure one line. So now I'm going to stick with the same view where we have the sum of sales and the quarter for the order date. So now, we'd like to compare in this view, two measures, the sum of sales and the profit. Let's take the profit and put it side by side by the sales. And with that, we've got two different lines for each measures, but I would like to have it on top of each other's. So in order to do that, we're going to go and use the dual axis. So let's go to the profit, right click on it, and here we have the option of dual axis. With that, as you can see, it's very simple, we've got a dual line charts, and here you can add more stuff. For example, you can go and synchronize those two axes by going to the Bufity click on it, and here, you can go and synchronize it. Or of course, we can go and set up each line differently. Let's go to the buf it over here, go to the path, and let's make it a dashed line. As we learn briefously using the dual axis, we've got the freedom of changing the visual of each measures individually, and this is a really great way in order to compare two measures. Okay, moving on to the next one, we have the cumulative line charts. So currently in the standard line charts, we are using the month and the sum of sales, and we can see the total sales for each month. But sometimes we would like to understand how the thing are developing or growing with the time. Now if we want to see the growth over time, we have to use a cumulative line charts. In order to do that, we're going to go to the sum of sales. And instead of having sum of sales as aggregate functions, we're going to go and create quick table calculations, have the running total. Let's go and switch that. As you can see, we're going to get very nicely cumulative line charts, where you can see how the things are growing over the time. But of course, to make things more interesting, we're going to add more information to our view. Let's go and get the category and generate different lines. So we can drop it on the colors. Now we can see how the different categories are growing over the time. What we can add as well to the cumulative line is the ending point of each line. In order to do that, we're going to go to the marks to the labels. Click on the labels show mark labels. But as you can see, we have for each month, one label, we don't want that. We want only the ending of each line. In order to do that, we're going to switch it from all to line end. Now if you check our lines, you can see at the start and at the end, we have this information, but the starting point is not really interesting, so we can go and disable it. Label start of line, let's go and disable it. And with that, we're going to have the total sales of each category at the end of the line. So with that, we can go and analyze the growth over time for each category. Okay, now we're going to go and create small multiple line charts. As we've done for the bar charts, we're going to do it now for the lines. So now what we're going to do, we're going to bring at least three dimensions to the view in order to break down the sales to smaller lines. So let's go and do that. We're going to get as usual, the order date to our view. Let's get the sum of sales to the rows. And then we're going to get another dimension, the category to the rows as well. So as you can see now, as we are adding more dimensions, we are splitting the lines. Let's go and get the countries and put it as well to the columns. So now with that we've got more charts, but Tableau can show it as bars. Since we have as automatic, so let's go and switch it to lines. We have it as a discret line. Instead of that, let's get a continuous line. In order to do that, let's go to that date and switch it to something like the month as continuous. Let's change the formats. With that, as you can see, we get very interesting multiple line charts. I would like to add the colors as well. Let's go and get the country, for example, and add it to the colors. Now just to enhance the visual. Let's go and remove the grid. Right click over here and then let's go to formats. Then we can go over here to the lines, and then we have the rotab So let's go to the grid lines and move to none. So with that we removed those grid lines, which is really annoying to have a lot of them. And then the last thing that we can do with that, we can have the total sales of the last point. In order to do that, let's get the sum of sales, hold control and boot it to the labels. And then we're going to go to the labels over here and let's select mean max. We're going to have it by the order date. So let's switch from automatic to month, and let's have only the maximum value. So let's remove the minimum value. So with that we got for each chart like the total sales for the last month. So with that we have created very nice, small, multiple line charts in Tableau. 13. Highlighted Line Charts: All right, moving on to the next one, we have the highlighted line charts in Tableau. This is especially important if you have multiple lines in one single view, and there's different methods on how to do it. I'm going to show a quick one and a professional one. So let's start with the quick one. Let's have multiple lines in our charts. I'm going to take this time the country and put it on the colors. So that we got one line for each value inside the country dimension, I would like to give the ability for the users to highlight one of those values. In order to do that, it's very simple, go to the country over here, right click on it, and let's go to the highlighter. Here we have the option of show highlighter. Click on that. That, if you check the right side, we're going to get smallpox in order to highlight the values inside the countries. The users can go over here and select one of those values. For example, Germany, as you can see, Tableau can go and highlight the line of Germany and it can applre all other lines. This is really nice way in order to go and highlight different values in Tableau in order to focus on one value. This is really great way in order to go and highlight one line, especially if you have a lot of multiple lines. That was it. This is how you can create quickly a highlighted line chart in Tableau. All right. So now we're going to talk about the second methods on how to create highlighted line chart, but this time more professionally. So now I just duplicated the old line chart where we have the quarter, some of sales and the countries on the colors. But this time, we're going to get rid of this highlighter, so I'm just going to go and remove it. Now we have to give the users a list of all countries in order to select and this selected country going to be highlighted in the view. In order to do that, we're going to go and create a parameter. So let's go to the data b right it click over here, then create a parameter. Here we're going to give it a name. Select. Country. Since the country values are string, the data type can be as well string. Now next, we're going to go and create a list of all countries that we have inside the dimensions. So here we have four values. We have France. Be careful that we have exact case. So the first character is capitalized and the rest is small. So we have Germany, Italy, And the last one is USA. That's it for our parameter. Let's go and hit ok. That we got our new parameter on the left side, tically connect and show parameter. In order to see it here on the right side. Now the users can go over here and select one of those countries. But as you can see, nothing is changing in the view because we haven't connected yet to our view. Now, in order to connect it to our view, we have to go and create a new calculated field. Let's go to the data pin again, create calculated fields. Let's call it highlighted country. And here we can have a very simple condition where we're going to say country, equal our parameter. So our i going to be select country. So here what we are saying is that if the selected country from the parameters equals to the value of the country, then we're going to have true. Otherwise, it's going to be false. So for example, now we currently we have the value of France selected in the parameter. That means the country France is going to be true and all other countries can be false. Let's go and hit. Now we're going to go and work highlighting the selected country. In order to do that, let's start with the coloring. So currently, we have the coloring on the country. I'm going to go and move it to the details. So that means now the countries are just creating the lines and not responsible for the coloring of the lines. Now, in order to bring the coloring, we're going to get our new calculated field, the highlighted country, and let's put it on the colors. So now you can see that we have only two colors because we have false and true. So if it's true, it's going to be orange. If it's false, it's going to be blue. But I would like to change those coloring to do the highlight effect. So let's go to the colors edit colors. Fats going to be gray, and the true going to be let's so for example, the blue. That's it, okay. So now we get a highlight effect. All other lines are gray, and only the one that we selected is going to be Plue. But now, let's go and test our parameters. So we have here France selected currently. Let's select Germany. And as you can see, and as you can see now that selected line going to be Germany. Let's take Italy, and USA. Now as you can see, our parameter now is working. Now here we have a little bit issue where the highlighted line is behind the gray lines. In order to switch that, I would like to have the highlighted in the front and the gray in the back. We're just going to go to the legend over here. If you don't have it, you can go to the analysis. Then here we have the option of the legends and make sure to select the colors. Currently, it's selected by me. What we're going to do we just to switch those two values. Let's take the true and put it on top. That we have sorted those two values, and as you can see in the charts, the blue color in the front and the gray color in the back. Now the next step in order to create this highlight effect in doblo dots, we're going to change the size. In order to do that, we're going to use our new calculated field. The highlighted line, drag and drop it on the size by holding control. Now with that, we've got different size for the highlighted line compared to the others, but here we have the opposite effects. But we don't want that. We want the rest going to be thin and the highlight going to be heavy. In order to do that, let's go to the legend over here, double click over here. Now as you can see that through a thin the fall is heavy. In order to switch it, we're going to go to reversed. Let's click on that. It okay. With that, you can see the highlighted line is way heavier than the rest, you can change the size if you don't like it like this, so we can reduce a little bit the sizing and it's going to be now more nice. That's all on how to create highlighted line in Tableau, more professionally than the briefs on where you have more control on the sizing and the coloring, the users can go over here and start changing the value and with that, we are highlighting one line compared to the others. That's it. 14. Bump Chart: All right, next, we have a fun one where we're going to build a pump chart using lines in order to do ranking between different values. Now, for example, I would like to rank the countries over time. In order to do that, we're going to have the same view where we have the quarter and the sales, and we have a line. Now, the first thing that we're going to go and grab the country and put it on the colors in order to create those different lines. Now since the analysis is about the ranking, not the total sales. In order to build that, we're going to go to the sum of sales over here and we're going to go and create a quick table calculations. Here we have the rank function. Let's go and select that. So now we have a ranking that depends on the whole table on the whole view. I don't want that. I would like to rank between only four values. So in order to do that, let's go to the sum of cells over here, write it click on it, and let's edit the table calculations. So let's go inside. And now instead of having table across, I would go and specify a dimension. Now we would like to have a ranking only using the country. So we're going to have only four values. I'm just going to go as well and deselect the order dates. Let's go and close this. Now we have some kind of effect of the pump charts, but we are not there yet. As you can see the ranks like starts from the bottom to top, I would like to reverse it. In order to do that, right a click on the axis, edit the x, and then let's reverse. That's all. Let's close this. As you can see now, we have the top rank at the top, and then the bottom, we have the lowest rank. Now, in order to have this pump effects, we have to have circles inside of our visual. We can do that very easily if you go to in order to have the pump effects, we have to have lines, we have it already, but as well, we have to have circles on the data points. There is one easy way in order to do that. Let's go to the colors and change the markers two circles. Now, as you can see, we've got our small circles on each data points and we get the pump effects. But now, sometimes we go more advanced in the charts where we can make our own customizations for those circles. We want to make those circles, those data points a little bit more bigger and inside it, the rank. Now in order to do that, let's first hide those small circles. We don't want that. So let's go to the colors and just have a line without markers. Now, in order to have circles, we have to have the same measure again in our view. So let's take the sum of sales, hold control, and put it on the right side. So with that, we've got two charts for each measure. Let's go to the second one to the sum of sales over here, and instead of having lines, let's move it two circles. So switch the marks here to a circle. So as you can see now we've got very nicely those circles, and now we can go and change the sides of those circles. All right, so that looks nice. Now the next step is that, we're going to go and put it on top of each others, and we can do that using the dual axis. So let's go to the sum of sales on the right side, right to click on it, and let's select the dual axis. So now with that you have very nicely those circles on top of our line, but the colors are not correct yet because those two axes are not synchronized. So let's go to the right side, right to click on it. Synchronize axis. Now we got those circles perfectly in our lines. I would like to hide the right axis, right click on it, and let's hide the header. Now the next step we can go and add numbers on those circles. I'm going to stick with the second measure on those circles. Let's go to the labels and show label. The next step, I would like to add those numbers inside the circle. Go to alignment over here, and then the vertical, and let's make it to the center. With that we got those numbers inside the circles, and we can go as well and change the coloring and the fonts over here. Let's make it white. And now with the next step, I would like to go and change the sizing again of those circles. So let's make it a little bit bicker until it looks nice. All right, so that's enough, and with that, we got a really professional pump chart and we are controlling the size of those circles. Now we can go and very nicely check the ranks of those countries. As you can see, France was in the first data points, the rank number one, then it dropped to two, then three, then back to one, and we can see the development of those sales between countries. And we can see very nicely that Italy is always the lowest rank in the sales in our business. Alright, so this is how we can create pump chart tau. 15. Sparklines: All right, so now we're going to learn how to create spark line chart in Tableau. Spark line charts are really like compact visuals in order to show the trend, the changes over time, and you're going to find it in a lot of dashboards in order to show KBs. So now, let's say we can create that. It's really simple. So now we're going to take a dimension like the country and put it on the rows in order just to split those lines to smaller size. So now on the spark lines, it's very important to have the informations of the sales. At the start and at the end of each line. Let's go and do that. Let's take the sum of sales, drag and drop it to the labels over here, holding control. Now we have the information of sales on each quarter in each data point. We don't want that. Let's go to the labels over here. Now let's go to the min and max. Let's go select dots. Now we can see that we have for each line, two values, the minimum and the maximum. But here it depends really on the sum of sales. Instead of that, I would like the min and max depends on the value of the order date. Let's go and switch that. We can go to the field over here, instead of automatic. Let's select the quarter. Now as you can see with that, we got exactly our spark lines. We have the starting value and the end value of each line. But now, usually the spark lines are really compact visuals. They are really small lines. In order to change that, let's switch from entire view to standard. And now we're going to go very carefully to the end of our axis until we get the size of our mouse. Now, let's go and completely reduce it. So that we got our compact lines, I would like as well to remove those lines in our charts, write a click on it over here and go to formats. Then on the left side, we're going to go to the lines. We are at the rows, I would like to remove those rows. Make sure to select the row stabs and removing those squared lines, were going to go over here and select none. With that, we got really clean spark lines without any grades, and as well, we can go and hide those informations about the sales. So let's go right click on it and show header. Let's disable it. That's it. Now, I'm happy with that. We got a very nice spark line chart in Tableau. And as you can see, there are compact visuals in order to quickly identify trends, which we usually use it inside KB eyes. 16. Barbell Chart: Alright, so now we're going to go more advanced on building visualizations in Tableau. We can learn how to create piple charts in Tableau. Ppable charts are really amazing in order to compare two data points and find the differences between them. It's like before and after, and it works perfectly if you have categories. Now, we would like to compare two years 2021 and 2022 by the categories. So now let's start first with taking the subcategory in that category in order to have more values. Now, next, we need two measures. The first one for the year 2021 and the second for 2022. In order to do that, we have to go and create a new calculated field. Let's go to the data again, click over here, crereate new calculated field. Now I'm going to call the first one sales 2021, and the firm more going to be very easy. We're going to use the F condition if the order dates. But now we are talking about the year of order date, let's move it to year. So if the year of the order date equals to 2021. So now what can happen if the condition is correct? We're going to show the sales. So then sales and otherwise, going to be null. So that. Let's go and end it. Now in this calculated field, we will get the sales only if the year is 2021. Let's go and copy it because we need it for the next one. So that's then hit and with that we got in the data by in new calculated measure for the sales, 2021. Let's go and create for the next year. It's going to be the sales of 2022 paste the same calculation, but now we're going to say if the year is 2021, then show the sales. That's it. Let's hit. With that, we got our second measure for the sales of 2022. Now we want to compare both of those sales in our view. Let's take the sales of 2021 to our columns. Now in the purple charts, we can have circles and between them align in order to find the differences. So first, let's start with the circles. Instead of having bars, we're going to go to the marks over here and change it to circle. What that we've got in our view, the first circle for the year 2021. What is missing now is the second circle. In order to do that, we're going to go and get our sales 2022, move it to the axis in order to generate the measure values and measure names. So just drag and rub over here. And now with that, we got our second point. So the first one, the blue one is for 2021, and the second one is 2022. Alright, so with that we have built the first part of the barbel charts, where we have the starting point and the end points. So now, in order to show the differences or the distance between those two values, we have to have a line chart between them. So that means we need now another type of chart inside our view. In order to do that, we're going to go and duplicate the major values, hold control, drag and drop it and just put it beside it. Now with that, we have the same data on the left and on the right. On the right, we're going to have now different visual. Instead of circles, we're going to have a line. Let's go to the tab over here on the marks to the second one. Now we're going to go and change the visual from circle to line. So with that we got our lines, but we are not there yet. I would like to have a distance between two values. In order to do that, we're going to take our major name from the colors, and we're going to go and put it on the path. So drag and drop it on the path. And with that, we got exactly what we want. We have now, like a line between two points. Alright, so now the final step of that, we're going to go and merge those two charts in one. So in order to do that as we learned, we're going to use the dual axis. So let's go to the measure values over here on the right side. Right click on it and dual axis. Let's slick that. So now we got a perfect line to show the distance, the difference between the starting point and the end point. But now we still have small issues in the visuals. I would like to make those circles a little bit bigger. Let's switch to the circles and go to the sides over here and make it a little bit bigger. All right, so that's enough. And now as you can see the line is on top of the circles, which is naturally correct. In order to make it in behind, we have to go and switch the order of those dual axis. So let's take the right and put it on the left. All right. With that, we've got a perfect parble chart in Tableau, and we can go and analyze the differences between two data points between the sales of 2021 and 2022, and we have this very nice line in order to indicate the distances between them. So you can see, for example, in the envelopes, there is no change on the sales between those two years. But if you go to the phones over here, you can see a huge change on the sales between those two years and individuals, it really indicates those informations. That says, this is how you create and why we create parber charts in Tableau. 17. Rounded Bar Chart: All right. So now we're going to go and build rounded bar charts. Previously, we have learned how to build bar chart standard ones, but now we're going to go advanced and build rounded par charts, and we will use lines in order to do that. I know it sounds a little bit strange, but let's go and build that. First, we're going to go and get as usual, the subcategories in order to make a rank. I'm going to stick with the entire view in order to have the whole view here. Then let's go and get the sum of sales to the columns over here. So you can see this is very nice standard bar charts. So now, instead of having those classical bars, we're going to have rounded edge bars at the start and at the end. So, how are we going to do that? We're going to go and have a dummy value average of the zero. So now what we're going to do, we're going to go and merge those two measures in one single axis. In order to do that, let's drag the average and put it on top of the sales over here in order to generate the major values and names. So now we're going to go and confer the bar chart to a line chart. So let's go to the marks over here to the line. And then what we're going to do, we're going to take the major name and put it on the path. So now we are almost there. What we're going to do, we're just going to go and increase the size of those lines. So let's just make it bigger. And with that as you can see, we got rounded part chart in Tableau. And as well, we're going to get very nice color effect if we take the major values, hold control, and then drag and drop it through the colors. And with that, we got really nice rounded parchart in tableau. Well, if you ask about now the use case, it's exactly like having standard part charts. For example, here, we can make your ranking list of the subcategories. We just change the visual off it. So that is how you can build rounded part chart in tableau. 18. Slope Chart: All right, guys, so now we're going to learn how to build sloppy charts in Tableau. Slobby charts are perfect in order to show how the ranking is changing over time for different categories. So let's see how we can do that. Since the ranking over time, that means we need the order dates. Let's go and bring the other dates to our view. Then the next step, as usual, we're going to get our measure the sales to the rows. Se we want to compare the last two years. In order to do that, let's go and filter the data. So show filter for the years, And let's go and select the last two years. So now we have to decide which category you want to compare. You can go for the border categories. We can go with the countries. So let's go and pick the country and put it on the details. So now, the next one, I'm going to go and just make it a little bit bigger in order to compare those two years. The next step at that we're going to go and put the category or the country on the names. So let's control on the country and drop it on the labels. So now we can see the country name on the end of each labels, but I would like to have it as well at the start in order to get the sloppy chart. So let's go to the labels. So now what we have to do is to put the labels at the line ends. So instead of having goal, let's switch it to line ends, and let's close it. So now we can see that each line starts with the country name and ends as well with the country name. Now the last step it does, we want to add for each line like small circle. In order to do that as we learned before, we go to the colors. And we put the markers. So now we have a small circle at the start and at the end of each line, and this is the easiest way in order to build sloppy chart in Tableau. So again, the use case of the sloppy chart at that, we can see how the ranks are changing over the time. So in 2021, you can see France far as a first, then USA Germany and the last was Italy. And now we can see the change over time in the 2022. Germany went from place number three to be place number one, and then France moved to number two, USA moved to number three, and as you can see Italy, nothing changed. So this is the power of the sloppy chart in order to see how ranking are changing. The time. Of course, in Tableau, we can go more advanced where we add more complicated stuff. In order to have more customizations. For example, you say, you know what? I would like to have bigger circles. In order to do that, we have to have two charts, one for the line and one for the circles. Let me show you how we can do that. Let's take the sum of sales, hold control and duplicate it. The first one is going to be the lines and the second one is going to be the circles. Let's go and switch for the second measure. Instead of automatic, we're going to select here the circle. It's two way big for our visual. Let's go to the size over here and just reduce it in order to have smaller circles, and as well a little bit more So that sets. Now, what we're going to do, we're going to bring those two charts in one. So let's go and merge it using the dual axis. So I'm going to go to the second one over here, right click on it, and then let's go to the dual axis. Then if you look closely, those axes are not 100% synchronized. So what we're going to do we can right click over here and then synchronize the axis. So now we got the circles exactly in the place that we need. So since we have two axes that have the same informations, I'm going to go and hide one of them. So let's go and disable the show header. And now you've got the full customizations of the charts. You can say, You know what? For the lines, I would like to have another color. For example, let's have a gray color. Or you might say, let's make it a dash line, so we go the bath over here and move it to the dash line. So that's we get full customizations on our chart. But usually for the sloppy charts, we have a solid line between. So this is how we can create sloppy chart in Tableau. 19. Bar with Line Charts: Okay, now we can learn how to combine different types of charts in one single view. And here we're going to mix the pars with the lines. There are different methods on how to do that depending on the use case. The first one is using the average line. So first, let's go and build a standard bar line over the time. In order to do that, let's get the order dates to the columns and as well the sales to the rows then let's switch the years to a continuous month. Let's change the formats. And now instead of having the line, we're going to go and switch it to bar charts. Let's go to the marks and switch it to bars. Great. So with that, we've got our bar chart, the second step is to add a line. This line going to be the average line. In order to do that in Tableau, it's very simple. Let's go to the analytics. And here we have the option of average line, let's go and drop it to our view. So it's going to be for the whole table. And that's it. As you can see, it's very easy with that, we got a nice average line combined with the bar charts. All right. Moving on to the next method, we're going to go and combine the parts and lines using the dual axis. And here we're going to go and compare two different measures. This time, as a change, we're going to go and compare the number of orders together with the number of customers. Now let's go and get the order date in order to see the changes over time. And then the next thing we're going to go and get the order, the count of orders to the rows. Now let's go and change the format of the order date to months, and then change as well, the Cart 2 bars. So that we got our first chart, the bar chart. Let's go and get our second measure, and we're going to have it as a lines. In order to do that, let's go the count of the customers, put it near the rows. So that we split our view to two charts. Let's go and change the second one two lines. So we're going to go to the marks, switch this page. And then now instead of having bars, we're going to switch it to line. So now we have our two charts, the bar chart, and the line chart, and as usual, we want to go and merge them together in one single view. In order to do that, we're going to use the dual axis. Let's go to the customers, right to click on it, and then choose dual axis. So with that, as you can see, we have a bar chart together with a line charts. And of course, with the dual axis, we can go to the right side and synchroze those two axes. But for now, it makes no sense. And of course, now we can add more customizations, for example, for the line we can do the markers. So let's go to the colors over here, and let's just add the marks to it. So that's now we can go and start comparing the number of orders together with the number of customers in one single view using two different chart types. 20. Bullet Chart: Okay, now we're going to build the polite chart in Tableau. Here, we're going to compine again parts with lines. Pollet charts are really important in order to compare the current value with the target or compare the current with the previous year. Now let's go and get as usual, our subcategory to the rows. And now I would like to compare the current with the previous year. So let's take the sales of 2022 from our data pane over here to the columns. And now let's go and sort it by the axis. So we have a rank, and then we're going to go and compare it to the sales of 2021. So what we're going to do, we're going to take the 2021 to the details, and then we're going to go and add a reference line. Let's go to the axis to the sales of 2022, right click on it, and let's add a reference line. Now let's take it a little bit to the right side and also to see those reference lines. What we're going to take instead of the sum of sales 2022, we're going to have that 2021. Let's lick that. Now we got one line for the average. We don't want that. We want to have the total sales for each subcategory. So in order to switch that, we're going to go and say, instead of peer pan, we're going to have it peer cell so let's switch it. So now we got a line for each bar, which is great. But let's go and customize those informations. I don't want to see any labels. So let's go to the labels and switch it to none. And then let's go and form those lines. We're going to go over here, and let's take, for example, the orange color. And then let's go and change the transparency to 100% to have a full line. And then let's go and make it more heavy in order to see the lines. I'm just going to go with the full. So that's it. So let's go and close this. And as you can see with that, we've got very easily a pulley chart in tableau where you can compare the current year of the parts with the lines of the previous year. So this is how we can create a very nice pulley chart by combining parts and lines. 21. Lollipop Chart: All right, so now we're going to learn how to create a lollipop chart in table. There are two types of darts horizontal and vertical. We can use this type of charts by comping the parts and the circles. So it's like stick, and at the end, we have big circle, and we use the circle in order to highlight a data value. Let's go and create that. It's very simple. Let's take the subcategories to the rows. Then our measure going to be the sales as usual. Let's put it on the columns. So with that we have already our bar charts. If not, then go to the marks and change it. Let's go and sort it in order to have a rank. So since it's lo pop, we can have sticks. So let's have smaller bars. Let's go to the size over here and just reduce the size. So now what is missing in the lollipop is the end circle. So in order to make another chart. What we're going to do, we can take the sum of sales as well and duplicate it. So hold control, Just drag and drop the sum of sales. So with that we've got our two measures, and what we're going to do next, we're going to go and change it two circles. Let's go to the marks to the second sum of sales. Instead of automatic, we're going to have the circles. So we've got very nicely those circles, but they are really small. Let's go and make it bigger. Little bit smaller. Alright, so maybe this is fine. So what is the next step in order to merge two charts together in one single view? As usual, we're going to use the dual axis. So let's go to the second sum of sales. Write it click on it, and then let's go to the dual axis. So as you can see things got destroyed, we don't have any more of the bars, and that's because in the first measure of the sum of sales, We didn't specify for tableau that is bar. It was an automatic. And with Tableau going to go and make guesses on the suitable visual for the current data, which is something that is wrong. So what we're going to do we're going to go to the first measure and say for Tableau, it's not automatic. We want it always to be as a bar. So let's switch it. So with that, as you can see, we have already the shape of the lollipop. We have to do some few stuff that is not a big deal. So we forgot about synchronizing the axis. So let's go to the second one, right click on it, and let's synchronize it just to make sure that everything matches correctly. And now I have those two axes that have exactly the same information. So I'm just going to go to one of them. And hide those informations in order to have it only once. Now the key thing of the lollipop is that to show information at the end at the circle. Here we can put anything like any measure. For example, we can have the total sales or the total number of orders and so on. But in this example, I would like to have the text of the subcategory on those circles. We're going to do that. We're going to go to the circle over here, and we're going to put in the labels the subcategory bildect control and putting the subcategories on the labels. Now, as you can see, we have now the headers informations on those circles. What we can do, we can go now and hide those informations. Right click and show header. With that, we have removed those informations and we have now the header informations or the subcategories. Circles. One more thing that we can do, we can go and add coloring. So let's take the sum of sales and put it on the colors so that we have a really nice rank chart for the subcategories. Okay, so now let's see quickly the second type, we can have a vertical lollipop charts. I just duplicated the previous one, and all what you're going to do, we're going to go to the quick menu over here and switch everything between the rows and the columns. All right. So now we have everything vertical, but we have really big circles. So let's go and change that. Let's go to the second sum of sales and go to the size. Let's try to reduce stuff over here. And we can reduce as well the sticks. Let's go to the first sum of sales. The size and as well, let's try to reduce the sticks. So now it looks really nice, but still we have a problem with the labels. Let's go again to the circles. Go to the labels, and we're going to change the alignments from automatic to on top. So we're going to go and change the arts. So now we have the labels on top of those circles. But still, we don't have all the labels because the size of the text is really big. So let's go to the phones over here, changes 10-8. One of them is missing. You can go and reduce the size of the circles. So that's it. This is how you can create lollipop charts in Tableau. And here you can see the power of Tableau. We can go and combine different type of charts in one single view. Like here we are combining the circle with the bars. So that means we have endless amount of combinations, and this opens the innovations in Tableau where you can create amazing charts and visuals. And this is exactly the magic of Tableau. 22. Area Charts: All right, so now we're going to talk about the area charts in Tableau. They are like the line charts. We can use it in order to see how the data are changing over the time. But under the line, we're going to get a field area in order to make it easier to visualize those numbers. So now we're going to start with a very basic area chart in Tableau. Since it is change over time, we're going to get the order date to our view. And then as usual, we're going to get the sum of sales to the rows and instead of a year, we're going to switch to month continuous. Now here we have it as a line because it's automatic. If you go over here to the marks, you can see we have a chart type called area. Let's go and switch it. This is the most basic area charts that we have in Tableau. So now we might say, you know what? The basic area chart in Tableau, don't have a line. Usually, the area charts has a line, and between the line and the axis, we have a field gap. But the basic area chart in Tableau don't have this visual. In order to recreate this design, what we're going to do we can go and create a line on top of our area charts. Here we can have two types of charts, the line and the area. Let's go and create that. We're going to take the sum of sales and duplicate it by holding control. Now we have our two charts. The first one going to stay as an area chart. The second one going to be a line chart. Let's go to the second one of the sum of sales. Instead of area, we're going to have a line. I think you already know the next step. We have to go and merge those two charts in one single view. How are we going to do that, using the dual axis. Let's go to the second sum of sales, right click on it, and let's choose dual axis. Now the next step, we're going to go to the area chart and just reduce the opacity. So let's go to the colors. And now let's go and just reduce the obesity. And with that, we're going to get a perfect area chart in Tableau where you have a line, and between the line and the axis, you have a field gap, which is way better than the basic area chart in Tableau. All right. Moving on to the next one, we're going to have the stacked area charts. It's like the part charts. We can add more informations to our visualizations by adding the dimensions to the colors. So now we have the basic area chart at the start where we have the sum of seals and the month over the time. So now we're going to go and add a dimension. Let's take the category and put it to the colors. So with that we got three area charts stacked on top of each others because inside these dimensions, we have three values. So what we can do over here about the design, we can go to the colors over here and increase the opacity. So really, that sets, this is how we can create stacked area chart in tableau. All right. Next, we're going to go and build full 100% stack charts. Here, if the total of the sales is not important, but what is important is to go and compare those different categories together, we can go and use the full stack charts. Let's see how we can do that. We're going to go to the sum of sales, and we can switch to quick table calculations percent of total. Let's go and click on that. We are not there yet. As you can see, we have the percentage over here on the left side. We want to have it 0-100. In order to do that, we're going to go again to the sum of sales click on it and let's edit the table calculations. Now what we're going to do, we're going to switch it to specific dimension, and this dimsion going to be the category. So let's deselect the months of ordered age, and let's go and close it. So with that, you can see the you now start 0-100 and you have it like one block. And now we can go and very easily compare the three different categories. And here we can see very clearly how each category is relating to the whole to the total sales of each month. This is how we can create very easily a full or 100% stack chart in tableau. All right. So now we're going to go and create small multiple area charts by adding multiple dimensions. Now let's go and get the first dimension. It's going to be the country to the columns. Let's go and get the order dates as well to the columns, and then to the rows, we're going to go and get the categories. Those are our three dimensions, and then I'm going to go switches from standard to entire view. Now let's go and get the numbers inside our view. So it's going to be the sum of sales. Let's put it in the rows. As a default table going to show it as lines. Let's go and switch it to areas to the marks. So that we get our mini area charts in Tableau. But now let's add more details where we want to see the months. Let's go to the year over year and change the format to continuous month. Let's switch it. Then next, we're going to go and add the coloring. Let's control and drag and drop the country to the colors. In such a visualizations, it makes no sense to have those grid information. Right click on it, let's go to the formats to the lines. Make sure to select the rows, and then the grid line over here and make it So what does, we have created a small, multiple area charts in Doublo. It's very similar to the lines or to the bars. 23. Scatter Plots: Okay, now we're going to learn how to create the scatter plots in Tableau. Cutter plots are one of the fundamental charts in order to understand the relationship between two continuous measures. That means the main task of the scatter plots is to find correlations between two continuous fields. And as well, another task of the scatter plot is to find the outliners inside your data. So let's go now and create a very basic scatter plots in Tableau. And as I said, we need two measures in order to do that. O two measures going to be the sales and the profit. Let's get the sales to the columns. And as well the profit to the rows. So with that we got our two axis, and it's going to represents a two dimensional graph. Now what is missing is, of course, our data, the data points. So here we're going to go with the customer ID. So let's take the customer ID, and now we're going to go and put it to the details. And here is the power of tableau compared to any other tools, where Tableau can go and plot all data points that we have inside our data without any restrictions. So with that we can see the correlation between the sales and the profit and as well to find the outliners. For example, those points that we have it as stand alone. All right, so that we have created the very basic scatter plots in table. All right. So next, we're going to go and add more stuff to the design of the scatter blots, where we're going to change the colors, the size, add circles, and so on. So now we're going to go and change the size of each data points, but it's going to depend on a third measure, the count of orders. So now let's go to the orders counts and drag and drop it to the size. Each customers go has different sides, and that's going to depend on how many orders did these customers place. So this is one thing that we can add to our scatter blots. Another thing we can add coloring. So here we have different wins on how to add coloring, either we can add a dimension or we can make a cluster. So now, for example, let's go and get the dimension country and place it on the colors. And here in the data points, we can add as well different shapes in our visual. So currently we have the circle for everything. We can take the country drag and drop it to the shapes. And now we can see in the scatter blot, not only that the country has different colors, but they have as well, different shapes. But what we usually see in the scatter blots at that, Each data point can be represented as a filled circle. That means we're going to go and change the visual. Let's go to the marks over here and then change it from shapes to circles. Now as you can see, we have everything as a filled circle, but we are not there yet. Let's go and make the size a little bit bigger. Now what do we have over here, we have a lot of points, and what we usually do, we go and reduce the opacity of the colors. Let's go to the colors over here and let's just reduce it. With that, you can see very nicely, for example, those two points, there is overlapping between them. One more thing that we can add to those circles, we can have like a lined border for each circle. So in order to do that, we're going to go egg into the colors, and here we have an effect called border. So instead of automatic, let's have something like this color of the gray. So with that you can see, we have a very nice border for each data points. Alright, so those are some different options on how to customize the scatter plots. 24. Dot Plot: Okay, so now we're going to create the dot blot in Tableau. Dot blot is one dimensional graph in order to see the distribution of your data between different categories, and each dot can be representing one data point. So now let's go and see the sales by the order date, and then we can have the order ID as a detail. So we're going to take the order date to our rows. So now we're going to go and see the distribution of order IDs by the date. Let's take the order date to the rows this time. Let's go and change it to a month as a continuous. Then we're going to go and get our measure to the columns. And now as a default, we have it as a line. Instead of that, we're going to go and make it as circles. So now we are not there yet. We have to add more details to the view and that by moving the order ID to the details. So now since we have a lot of orders inside our data sets, Table, can I ask us, do you really want to do dots? Well, yes, add all members. So now, as you can see, we have a very nice dot plot. We can add more information like for example, let's take the category and put it to the colors. And as well since they are a lot of overlapping, we can go to the colors. And reduce the opacity. Now with that, each data point, each circle can represent one order, and you can see now very clearly and very fast which orders has the most cells. This is how you can create dot plot Itau. 25. Circle Timeline: Alright, so now we're going to learn how to build circle or bubble timeline. We usually use the circle time line in order to analyze the changes over time, and we usually use it to show the distinct values of different circles across multiple categories. So let's see how we can build that. Since we say it is change over time, we need a date. So let's go and get the order date to the columns, and then we need one more dimension. Let's take for example, the subcategories to the rows. And then we need our measure. It's going to be the sales. But now instead of dropping it to the columns or to the rows, we're going to drop it on the size. Since each data point can have different size. So To go to show it as squares. Let's go and switch it to circles. And now, in order to have more data points in our view, we're going to go and switch the ears. Let's take, for example, the quarter as continuous. So let's click on dots. So now I'm going to go and change the size of our view. I'm just going to go to the header and make it a little bit bigger. Then we're going to go to the axis and just make it a little bit smaller in order to have some overlapping. So now let's go to the size and increase the size or make it a little bit smaller, and then we're going to go to the colors and reduce the opacity. And now we can add more customizations about the design. For example, let's take the sum of sales and put it to the colors, and then let's increase as a little bit the opacity, so it looks better. As well, depend on how you like it. Maybe you can go and add some borders. So let's go to the borders over here. I like the dark ones. So maybe I'm just going to go and make it more gray. Cross here, you can go and customize different stuff, for example. You can go and use two measures. So, for example, instead of having the sum of sales on the colors, we can go and get the sum of profit. So let's go and get sum of profit on the coloring. So now we can see in this one chart, we can see a lot of stuff, the change over time. We can see as well the coloration between two measures in order to understand the relationship between them where the side is going to indicate the sales and the color is going to indicate the profit. This is really powerful and very great analysis inter bleu using the circle timeline. 26. Pie & Donut Charts: All right. So now we're going to talk about the pie chart in Tableau. It is very easy and common way in order to analyze or show the part to whole data. Let's say we can build that on tau. There is an easy way or sheeting way in order to do that, if you go to the show me over here and then click on the Pie charts. We will not do that. We will create it on our own. So that we understand how Tableau works. Let's not take the shortcuts. I'm just going to close it. So in order to build a pie chart in table first, let's go to the marks over here, change it from automatic two. A Pi. With that, we get a small icon called angle, and here we're going to go and drop our fields on top of it. So this example, we're going to build a pie chart from the sales and then split it by the country. Let's take the sales and put it on the angle. And with that we got our first charts. It is like a circle and it's not divided yet. Let's switch from standard to entire view in order to get a bigger pie charts. Then the next step, we're going to go and divide the pie charts into sections. So our dimension going to be the country. Let's code the customers. Then grab the country and let's put it on the colors. So that our Pi is divided to multiple sections, and the size of each section can indicate the sales of the country. This type of charts is used in order to analyze the part to whole. For example, here, we can analyze how the USA is contributing or relating. The whole of sales. So as you can see, it's really easy to build and very commonly used in many dashboards. We can go over here, for example and add some labels and change the design, of course, of these pie charts. And one more thing that I would like to show you that sometimes in the dashboards, you can see that there are multiple pie charts in one dashboards in one view. In order to do that, you just grab any dimensions and put it to the rows or to the columns. So for example, let's take that category, and let's put it on the columns. And with that we got immediately, Three pie charts under those three different categories. So this is how we usually deal with the pie charts. We have one dimension that split the pie charts and another one that is duplicating those pie charts. All right, guys. So that's all for the pie charts in Tableau. Okay, so now moving on to the next one, we have the donut charts. Dona chart is very similar to the Pi chart. You still have this analysis of part to whole. You have a circle, and you have different segments. But many people prefer to use the Du chart, and that's because we can add an extra informations to the circle. All right. So now, in order to build it, we need two charts. The first one is going to be the Pi charts The second one going to be the empty space in the middle. So let's start with the pie charts as we learned previously, we have to switch the automatic to a Pi charts. Then we take our measure, going to be the sum of sales to the angle. And then next we're going to take the divider, it can be the country to the colors and with that we got our Pi charts. Okay, so now next, I'm going to switch from standard to entire view. So this is for the first chart. Now, in order to get the empty circle in the middle, we have to create another chart inside this view. So now we're going to go and create our empty measure just to have a second charts. So in order to do that, let's go to the columns over here at average of zero. So now we still on the marks, we have only one visual in order to get a second one, we will go and duplicate it. So now with that, we got our two measures, one for the pie charts, and the second one can be for the empty space. So now what we're going to do, we're going to go and merge those stuff together in one place because we have to have only one donuts. Right click on the average and let's go to the dual axis. As usual, we're going to go and synchronize stuff. Let's go and synchronize the axis. And now let's go and get rid of them. We don't want them. So show header away. As well from the bottom. Now we have the two charts in one plate. It's a little bit small. Let's go and make things a little bit bigger. Let's go to the sizes and just make it bigger in the middle. So let's go and make the empty space in the middle. Let's switch to the second marked over here. Now the second chart, it will not be a Pi, it's going to be like a circle. Let's go and switch it to a circle, and let's get rid of all those informations. Now if you check our view, we don't see the pi charts and that's because we have overlapping. The pie chart is behind our circle. Now in order to show it, what we're going to do, we're going to go to the circle. Go to the size and now let's go and start reducing the sides of the circle. As you can see, now we are getting the shape of donuts. But our donut shot has in the middle a white color. Let's go and change the circle color to white. Perfect. Now we've got the donut shapes in our view. But now let's go and get rid of all those lines. Right click over here and the empty space, go to format. Then let's go to the left side. Let's start with the lines over here. The zero line, let's go and switch it to none. Then we still have the column one more line. Let's switch to the columns. Instead of the grid line, let's move it to none. Then in order to get rid of those borders, let's switch to the borders. Then let's go to the row divider, make it none, as well for the column divider it's none, and with that we got very clean donut shapes in tableau. Now, let's add some labels and some data to our donut charts. Let's go to the pie chart first. Here we're going to get the informations of those sections. So what are you going to do? We're going to bring, for example, the country to the labels. And as well, we can go and get the sum of sales like hold control and drag and tribute to the labels as well. Now we can go and change the font format, of course, if we go to the labels over here and then click on the three dots. Then let's make for example, the sum of sales bools That's it. So far, there is nothing new compared to the pie charts. We are just showing the informations of each section. But now here comes the power of the donut charts, we can give an information here inside the site circle, and it can be usually the total of the measure, the total sales. Now let's go and switch to the circle over here. Let's go and get the sum of sales and put it to the label. You can see the sum of cells here strangely on the right side because we didn't customize it yet. Let's go to the lapols then let's go to the alignment over here and make it everything to the middle. That, as you can see, we've got the total sales in the middle. Let's go and customize the text a little bit. Let's go inside. Now what we can do, we can write the total sales at the start. And then we can make everything like pulled for the real number, the real values, and let's make everything a little bit bigger. 16 and click. Now, as you can see, we've got now another information to the bar charts where we have the total sum of sales in the middle, and then we can see very nicely the different sections around this number. So that's this is how you can create donor charts in Tableau, and this type of chart, it is way more used than the pie chart since you can add one extra information in the middle. 27. Treemap & Heatmap: Okay, so now we have another chart in order to analyze the part to whole using the tree map. We usually work with the tree maps in order to show the hierarchical data inside our data sets. So let's see how we can build that. Let's first start with the marks. Let's go and switch it to squares. The next step, we're going to go to the sales and we can put it on the size. With that, we got one blue square for the total sales inside our data. Now, of course, we want to go and split this square to multiple informations, and here we're going to work with the hierarchy of the products. So let's start with the first dimension, the category. Let's track and drop it to the colors. And as you can see, we already got now a tree map. So the colors of the three map is decided from the category, and the size of those blocks can be decided from the sales. Now, of course, in this three map, we want to represent the hierarchy. So the next dimension going to be the subcategory. But this time we will not move it to the colors, we will move it to the details. So let's go and do that. Now as you can see each of those blocks are divided to more blocks, where we have the subcategory inform So that means the data will keep splitting in the tree map, the more dimensions we add from the hierarchy. For example, let's go and grab the product name, and let's put it to the details. Now we can see that we have a lot of mini blocks that represent the product name. With that, we have represented our hierarchy of the product individual in a tree map. We can see that each category, for example, the red is splitted into multiple subcategories, and each subcategory is splitted for the more two products. But of course, the disadvantage here that the more details you add, the harder going to be to read this visualization. I don't recommend you to go with the product name in such visualizations. It should be enough with the category and the subcategory. Of course, like any other charts in our visualizations, we can have multiple tree maps in one view by adding a dimension to either columns or rows. Like for example, let's go and get order date to the roads, and thus we got multiple tree maps splitted by the ears, which is really useless to have such a visualization, so let's go and remove it. Okay, now we're going to talk about the heat map. It is like a matrix where you have colors inside it, and we usually use it in order to do colorations between two categories. Let's see how we can build that. We need two categories. That means we need two dimensions. Let's say the first one going to be the country, let's drag and drop it to the columns. Then the second dimension going to be, for example, the subcategory. Let's drag and drop it to the roads, and with that, we got our matrix. Let's switch to entire view. So we have rods, we have columns. Now what is missing, of course, is our measure the Now, in order to create the effect of the heat map, we're going to take the sum of seals, and let's put it to the colors. Now with that, we got our heat map and we can see from the colors the coloration between the countries and the subcategories, where we can see immediately that the highest seals where we have the dark color. For example, we have high seals from the country France and as well, from the subcategory. The lower sales, we can see it, for example, here in the envelopes and Italy. Where here we can see again, the power of visualizations, where we can read now the trends and the colorations between our data, which is way better than having only numbers. But of course, if you want to add some numbers in this matrix, we can go to the labels over here, showmrks if you want to make it to the middle, let's go to the alignments, and let's make everything in the middle. That's it, as you can see it's red a symbol, and this is how we can create heatmap in Tableau. 28. Bubble Charts: Bubble chart in Tableau, they are really great way in order to add a lot of dimensions and measures in one single view. So bubble charts are like circles, and we can define a lot of stuff in the circle, like the colors, the size we can put inside it text. So let's have an example. We're going to start with the marks. So instead of automatic, let's go and switch it to circles since the bubbles are circles. So let's start with the france information. We're going to go and get the measure cells. Let's put it on the size. With that we got our fair small pupple or circle, let me switch it to entire view. Now we have one information, the total sales inside our data. Let's add another information like dimension. Let's go and add the subcategories inside our view. So I'm going to take this dimension, and let's put it on the details. Now as you can see, we got more ppples and we're going to get a bubble for each subcategory now. All right. So now let's keep adding more information to our pupples. Let's say that I would like to add the coloring for the pupple this should come from another measure. Let's take the profits. Let's put it to the colors. Now with that, we got different colors depends on the values from the profit. Now I'm about to add one more informations inside those bubbles. Let's say the category. Let's go and get the dimension category, and now let's put it on the labels. Now we can see the category of each bubble of each subcategory. As you can see, we have four different informations that we have inside our bubble. The first one is the colors of the bubbles indicates the profits, and then the size of the bubbles show us the sales informations, and then the number of those bubbles are decided from the subcategory. We have all those subcategories inside our data, and finally, the text inside the bubble comes from the category. This is the power of the bubble chart where you find Atum forfmations in one view. Okay, so now we have another fun one called stacked pubble charts. So here we're going to add a lot of dimensions in the details. So let's see, we can build that. Let's go to automatic, as usual, then switch it to circles. Let's take the sum of sales and put it on the size. We are just creating again our puples and this time, we're going to go and get the country and let's put it to the colors. So so far we have those four colors for four countries. So now if we bring any dimensions to the details, it's going to split. This puples to more small pupples and that's depend on the cardinality of the dimension. For example, let's take the category. It has a very small cardinality, and with that, we'll get just a few ppples. So if you go and remove it, let's take the subcategory. Now as you can see, we are getting way more ppplesthan the category, and that's because we have more data inside the subcategory. Now let's go with higher cdty. Let's just remove the subcategories, and let's get, for example, the brodac name. Once you do it, you will get a lot of small pupples and they are all stacked together. Of course, you can go and sort the pubbles differently. If you go to the country over here, right you click on it, and let's go to sorts. Let me just move it to the left side a little bit, and if you change the sort as you can see, the color is going to change as well. Here you can go and sort the pupple as you want. And of course, we can go with more details if we take the lowest level of details, the order ID. So let's drop the product name away, and let's go and get the order ID. And with that, CSS, you really want all of those data? Yes, add all members. And now you will get for each order a small bubble inside our visualizations. Okay, so this is another way on how to represent your data in visuals using the stack double chart. But if you look at it, you will find it's looked like the son. All right, so that's all for the stacked bubble charts. 29. Maps: Now we're going to talk about Tableau maps. First, let's get the data in order to plot the maps. Let's go and create a third data source. I am at a data source page. Let's go over here in this small icon, new data source, and then let's go to the text file, and then to the data that we download it. Let's go to the big folder, and then we have over here USA sales. Let's select this CSV file and click Open. It's really simple table where we have the orders, country region state, and sales. That sets, let's go back to our view, and let's create now a very basic map in Tableau. Again, we can go and sheet using the show, but we're going to go and create it from scratch. If you have a look to our data bin, you can find that we have two automatically generated fields, the latitude and the longitude. They are geographical coordinates in order to blot the map, the Earth. The latitude is responsible to plot the horizontal lines and the longitude is responsible to blot the vertical lines. What you can do to go and use them to the columns. Let's take the longitude to the columns and the latitude to the rose. So with that, you can see that Tau is now able to plot the Earth. Now next, we have to specify for Tableau, the country, the states, those geographical informations. So let's take, for example, the country to the details. And with that, you can see that Tableau is now focusing only on the United States because we have only information about USA. Now let's take the states as well and boot it the details. Now as you can see, Tableau is focusing now with those points on each states. All right. Now the next step, instead of having circles, I would like to have a map chart. Let's go to the marks, switch it from automatic to map. And with that, we have the whole area covered with the colors. So now we can go and add coloring depend on the dimension that you want. So for example, we can go to the region over here and boot it to the colors. So now we can see that the map is now splitted by the regions. So now what is missing here is the sales informations. Let's go and get the sales. But see, we have a small problem that the sales is a dimension and discrete because of the data type. Let's go and switch it to a number hole and then make it continuous or convert it to continuous. Then the last thing we have to convert it as well to a measure because it's still has a dimension. Everything is fine. Let's go and get the sales to the labels. And with that, we got very nicely the total sales for each state. This is how you can create a very basic map in Tableau. Moving on to the next one, we can create maps in Tableau with simples. I just duplicated the previous one. Let's go and switch the visual from map to, for example, circles, and then the size of the circle going to be decided from the sales. Let's take the sales and boot it to the size. Then the next see let's go and make the circles a little bit bigger. Now we can add another measure to the circles. Let's say the number of orders we're going to take over here, the count of the USA sales is V. So let's take it to the colors. So now the scale of the color going to define the number of orders and the size of the circle going to be defined from the cells. So this is one way in how to represent those informations as the circles or bubbles. We can go and choose different shapes. So let's go over here in the marks and go to the shapes. You can go for example was, let's say what you can have over here. Let's go with the stars. So as you can see, we have here a lot of options on which symbol can be presented inside our map. So this is how we can add symbols to the maps in Tau. All right, guys, maps in Tableau are very rich in the customizations. There are a lot of options on how to blot the maps in the view. So I'm going to show you a few possibilities on how to blow the maps in Tableau. The first one is about how to have a map without any background noises. Now let's go and do that. If you take the country field and just rub it here in the middle, can understand we are talking about map, and we're going to get automatically everything inside the columns and the rows. Now the next t let's take as usual, the states over here, and then we're going to go and color it with the region on the colors. So if you check the map, you can see there are a lot of grade out areas inside the map that is not used directly. So if you want to remove all those informations, what we're going to do, we're going to go to the main menu. You have here maps options, and then here we have a background layers. Let's go and click on that. And then on the left side, we will get many options on how to customize the maps. I really recommend you to go and click around. It's really fun to work se maps in Tableau. So now the task is to remove all those background informations. What we're going to do we will just remove all those selected informations. So let's just remove everything. And with that, as you can see, we have removed the background, and we have only the relevant informations inside our view. And there's another way on how to remove the background. Let me just go back with all those settings. So I think with that we got all informations back. Another way to remove the background information to go to the washout and move it 0-100. So as you can see the background inside our map did disappear. So this is how we can remove the background informations inside our map and you get really a clean map in order to focus on the relevant data. The next one is as well about customizing the maps in Tableau. Now let's go and create a night vision map. It is just fun to work with maps in Tableau. Let's go again and get the countries in the middle, the states to the details. Now in Tableau, we have different types of maps, not only one. If you go to the main menu over here to the maps, either you check the background map, so here we have the different modes or if you go again to the background layers, and on the left side, you can see here the styles. Currently, it is white and gray, it's lights. If you click over here, you can find the different models. We have the normal one, and then we have stuff like dark street outdoors and satellite informations. So it's really nice to have different styles. What we're going to do now since it's night vision, we're going to go with the dark modes. So now, the next thing, I would like to reduce some informations like United States and Mexico. Let's go and remove those stuff from the left side. And then what we're going to do, we're going to go and add some measure to our view. So let's close the background layers over here. Let's go and get the sales to the size. So with that we are getting those nice circles. Let's make it a little bit bigger. And then we can add the sales as well to the colors, so hold control, out it on the colors, let's change the coloring. So let's go and edit colors. And now let's go to the automatic over here and let's change it to another pattern. For example, let's take the blue green over here. Click Okay. Okay, so now we're going to go and add more customizations to our map. For example, let's say that, I would like to change the color of the borders for those states. So I would like to make it red in order to make it more interesting. I cannot do that in the current view because if I change anything about the border, it's going to change the border of the circles and not the border of the states. In order to do that, we need two maps, one for the circles and one for the states. Now let's say we can do that. We're going to go to the lugitude and we're going to go and duplicate it. Now that we got two maps, the left and the right. Let's go and configure the right one. Let's switch the marks to the second map. Now instead of having circles, we want to have a map. So let's switch it to a map. Now as you can see now, we have two different types of maps. But now, I would like to have only the border information, so I'm not interested about the sale. So let's go and remove it as well for the sizing. Now as you can see we have gray colors that is filling the map. So let's go to the colors and reduce the opacity to 0%. So that we don't have any colors on the map. What do we need is the color of the border. Let's go again to the colors. Let's go to the borders over here. Let's make it red. I'm not really happy with this color. I want it to be more red, so let's go to more colors and let's get the re red. Now the question is how to merge those two maps in one map. Well, the answer for that using the dual axis again. Let's go to the right one over here, right click on it and dual axis. All right. So with that we got to one map, but I'm still not that you can see that the circles are behind the lines. In order to have it in the front, let's go and switch those two measures. And now you can see that the circles are in the front. All right. So with that we have created our night vision map and with that you have learned as well, how many possibilities that we have in Tableau in order to customize the maps. All those different options that we have inside the maps, I really recommend you to go and explore those options that we have inside Tableau. It's real fun. 30. Histograms: Okay, so now we're going to learn how to create histograms in Tableau. There's two ways, one quick way, and one advanced way. The quick way, if you have one measure, the advanced way if you have two measures. The histograms are really great way in order to show the distribution of your data using par charts. Let's see how we can do that. Let's work with the one measure the quantity. Write a click on it and then go to crereate and then two pins. And here we can go and configure our pins. I'm going to leave it as a default as tableau suggests. Let's go and click with that we have created. A new been new dimension in our data pane. Now what we can do, we're going to go and grab it to the columns. And here we can find the size of our pens, and then we're going to go and get that quantity to the rows. And then the next and the last step what we can do, we're going to go to the quantity and convert it from discrete to continuous, so tic click on it and switch it to continuous. So with that we have created a very simple and nice histogram to see the distribution of our data using the measure quantity. All right. The next one is going to be a little bit more advanced where we're going to create a histogram using two different measures. The number of customers by the number of orders. So we want to cluster our customers based on the number of orders that they placed. Now in order to do that, we have to create our pens, but now we're going to use the calculated field in order to do that using the LOD expressions fixed. So, we can do that. Let's go and create a new calculated fields. Let me just move it a little bit over here. So what we're going to find out is the number of orders. Peer customers. In order to do that, we can use the LOD function fixed. It starts with fixed. Let me select that. Then for each customers, we want to count the number of orders. For customers, we're going to get the customer ID, and then the aggregation is going to be the number of orders. That means we're going to go and count the order ID. All right, so that's it. Let's go and hit. So that table did create a continuous measure, but I would like to convert it to a discrete dimension. Radical click on it, and let's convert it to dimension. And that's it. Now let's go and grab it to our view and check the informations. All right, so that you can see that we have already our pens, and those are the different number of orders that the customers did order. The next step we need our second measure, it's going to be the number of customers. Let's go to the customers count over here, drag and drop it to the rows, as well, let's take the customers to the labels, and with that, we've got a very nice histogram in tableau using two measures. Again, here, if you want to build histogram from two different measures, one of those measures has to be the basics, the pens histogram and the second measure going to be used in order to do the counts. So now we can see very quickly that most of our customers are ordering between 13 orders and like 16 orders. All right, so those are the to methods on how to create histograms, the easy way, and the little bit complicated way. 31. Calendar Chart: Okay, now we're going to learn how to create calendar in Tableau. Now we're going to go and build this calendar using the order date. So let's take the order date first to the columns. Now in the columns, we have to have the days, right click on it in order to change the format and then go to more, and then let's get the weekday. So with that we got the mandate Tuesday and so on. Then we need to build the rows of the calendar, and it's going to be the week number. So let's go and hold control. Duplicated to the rows. Instead of the weekday, let's switch the formats again over here to the more and then week number. So that we got our matrix, our calendar. But as you can see we have here all the weeks. I would like to reduce it to only one month. That means we're going to go and add some filters to our view. Let's take the order dates, put it on the filters, and the first filter is going to be on the years, go and select the years. And let's select the last year, and we can, of course, go and offer it for the users. So right click over here and show the filter on the right side. We can do the same for the months. So let's go and take the order date and put it on the filters. Let's go for the month next, and let's select only one month and then offer it as well to the users. All right. So with that we got a calendar of one month, let's go and switch it from standard to entire. Now, as usual, we need a measure in order to fill our calendar. It's going to be the sum of sales, so drag and drop it and put it on the colors. All right, so that we can see already that we have a heat map inside our calendar. Now we need to just add few stuff, for example, let's add some white porder between those informations. Go to the colors and then go to the porder and add a white color so that we get nice separations between the days, and let's add as well the day number on each box. In Order to do that, we're going to go to the order dates. Put it on the labels over here, and then here table, switch it automatically to a text. Let's go and switch it back to squares. Instead of having the years, we have to go and format our date, right and let's go and select the day. Then the next step, let's go and place those numbers of the days on the top right corner. Let's go to the labels, alignments, and let's go to right and then top. W that we got a really nice calendar in Tableau. Of course, you can go and switch to another month, let's say, for example, in February or check another year 2021. That's it, this is how we can create calendar in Tableau. 32. Waterfall Chart: Alright, now we're going to create table the waterfall charts. It's very useful in order to show the flow of the process of your data and as well to show the analysis of part to whole. So let's see how we can create that. First, we need a dimension like the subcategories. Let's move it to the columns. Then we need a measure. This time, let's take the profits, track and drop it to the rows, and then let's change it from standard to entire view. Now in order to have a waterfall inside our view, we need the running total. In order to do that, let's go to the profit over here, right click on it, and let's do a quick table calculations. Let's switch it to running total. So that you can see we have now a running total of our data, but still it is not a waterfall. In order to do that, we have to switch it from the classic pars. So let's go to the marks over here to the gun parts. All right, so that we got the basics for our waterfall, but now the size of each line can depend on the profits. So let's go again and grab the profit to the size. But if you check it closely, we can see that those parts are not making the waterfall because they are in the opposite direction. We would like it to be starting from zero from the bottom to So in order to make this effect, let's go to the sum of profit over here, double click on it, and then let's make it as minus. Click on that. And now exactly we got what we want, so it's start from the bottom to, and with that, we are forming the sap of waterfall. So now we have to add some coloring. So let's go and get the profit, put it on the colors. Now what we want to do with the colors, if the numbers are positive, then it's going to stay blue. But if it's negative, it should be red. In order to do that, let's go to the colors. And edit colors. And now we're going to do the following setup. So let's go over here and make it only two steps. And then let's go to advance over here and make sure that everything in the center, so it is zero over here. And that's it. Let's go and hit ok. And with that, we can see very easily where are the negative values in our waterfall and where are the positive values. You can, of course, make it as green and red. So now the last thing that we have to add to our waterfall is the total. In order to do that, simple. Let's go to the analyses on the main menu, and then we go to the totals over here and let's add Show Row grand totals. So by doing that, we get our total on the right side, and with that, we get a perfect waterfall charts in Tableau. 33. Pareto Charts: Now we have the Pareto chart. It is very famous charts in the statistics, and this chart is based on the Pareto principle where it used the rule of 80 20. And the principle says 80% of the outcomes are generated from 20% of work or efforts. And one way to visual the parto charts, we can use two different charts. The first one going to be the par chart and the second going to be the line charts. We can build that in Tableau. First, we can start with the dimension subcategory, so drag and drop it to the columns, and then we need our measure. Let's check the sales so drag and drop the sale to the rows. And now, in order to have the Perretta effects, we have to sort the data descending. So first, should comes the data with the highest sales, and then we go descending to the right sides. What we're going to do, we're going to go to the sales over here and sort. Perfect. Now we have the par charts. The next step we want to do is to build the line charts. In order to do that, we're going to go and get the sum of sales and duplicate it, so hold control and duplicate this fields, and with that, we got our two charts. So since the second chart going to be a line charts, let's go and switch it. So I'm going to switch the sum of sales, the second one. And instead of automatic, we're going to have it as a line. And as well, I'm going to change the color to orange, perfect. As usual, we have to go and merge those two charts together. Let's go to the sum of sales, right to click on it and dual axis. And here, our chart is broken because the first chart is automatic. Let's go to the first one over here and switch it back to pars. All right. We are not there yet because we have to work on the line. The line should be the percentage of the running total. In order to do that in Tableau, it's really easy. Let's go to the sum of sales over here, right to click on it, and let's go and add a table calculation. All right. So now we're going to go and configure our table calculations for the second measure and as I said. Here, we have to do two things. First, we have to calculate the running total, and then we have to apply the percentage. In order to do that, let's go and change the calculation tie to a running total. Let's go and select that. And with that, as you can see in the background, we have a running total, but the principle here is based on the percentage of the running total. So we have to go and switch this to a percentage. In order to do that, we can click over here and say, add a second calculation. Let's click on that. So with that we get a primary and secondary calculations. The first one can be executed as a running total, and then on top of that, we want to get the percentage. So let's go and switch it from difference from the secondary to percent of total. Let's click on that. And that's it for the table calculations. Let's go and closets. And with that, we have built our pareto charts, but let's understand what is going on over here. Now, in order to easily read this, I'm going to go to the second one to the line, and let's put the labels on top of it. And of course, the principle says 80 20. That means 20% of those subcategories should cover the 80%. And as you can see, we cannot say that's in this business. So if you check our subcategories in this example, you can see, it's not 20% we have around nine subcategories in order to reach the 80%. In this example, our business does not follow this principle. It's 80% of the sales are covered by 20% of the subcategories. All right, so this is one method on how to create parto chart in Tableau, and this is how you can read it. All right. So now we're going to learn another method on how to create Pardo chart in Tableau. This time, we're going to go and use two different measures using only one line. Let's see how we can do that. Now we have the business question and it's ask us, do the 20% of the products makes up 80% of the sales. Now let's go and get the answer from the data. In order to do that, let's get first our first measure. It's going to be the sum of sales, drag and drop it to the rows. And now let's go and get our second measure. It's going to be the count of products. So in order to do that, let's take, for example, the product name to the columns. And T as us here, we have a lot of members, so add all members. Now as you can see, we have a dimension, but we want to count how many products. We have inside our data, so tic click on it, and let's go to the measure, and then let's select count distinct. So with that we got our two measures. One more thing that we need inside the details in order to do the calculations, we need as well the product name to be on the details in order to use it. Alright, so I'm going to go over here and switch it to entire view. So let's go to the first measure, right click on it, and let's add table calculation. Here, again, we have the same stuff. We can switch it to a running total, and then we're going to go and add a secondary calculation. The secondary calculation going to be the percent of total, as well, let's specify the dimension. Let's go and specify the dimension to the product name, the same as well for the right sides. It's going to be the product name. All right, so that we got everything ready for the first calculation. Let's go and close it. And now, as you can see, we have already now the percent of the running total for the products. Let's do the same stuff for the sales. So right click on the sales and then let's go and add table calculation. Let's go to running total, specify the dimension, the product name. Let's go and add the secondary calculation, it's going to be the percent of total. Then the same stuff, we have to go to the specific dimension and specify the product name. A that we have prepared everything for the second calculation. Let's go and close it. Now we have to go and switch it back to line since we have it as automatic. Tableau decided to go with the shapes. Let's go and switch it to line. Now with that we are almost there, we have the running total of p of the measures. We have our line. But as you can see, the line is a little bit jittery, and that's because we haven't sort the data yet. It's very important for the Pareto charts that we sort the data, like we have done in the method one. Now let's go and sort their product name by their sales in order to do that, right click over here and go to sort, and then we can sort it by the sales. Let's switch it. To a field, and let's go and select the sales from the field name over here, converted, so let's make it as a descending. Perfect. Now we got exactly the part or chart that we need. So now we have to check whether it's true that. 20% of our products make up 80% of our sales. Now in order to check that quickly and easily in the view, we can add the support of the reference lines. So let's go and add some reference lines. Let's go to the analytics over here. Let's take here a reference line. Let's drag and drop it first to the first value. And now we can do instead of having the average. Let's go and switch it to constants. And now here, we're going to check whether the 20%, so it's going to be 0.2. And now with that, we're going to get a reference line exactly on the 20% of the products. Let's go and close that. So with that as you can see, we have a very nice line indicates exactly the 20% on the products. The next step to that we're going to go and add another reference line for the sales. So let's take a reference line drag and drop it exactly on top of the sum of sales. And now we're going to do the same stuff. Instead of average, let's switch it to a constants. And since we need 80%, it's going to be zero eight. With that, we got exactly the 80% of the sales. Perfect, now we have our parto chart, and we can easily answer these questions from our data. We can say, yes, 20% of our products are covering 80% of the sales, which is exactly matches the rule of 80 20, the principle of the parto. All right, so this is the two methods on how to create parto charts in tau and analyze your business. 34. Butterfly (Tornado) Chart: Alright, now we have the butterfly chart or we call it sometimes the tornado charts. It is great chart in order to analyze two different measures by specific dimension. So for example, if you want to compare the number of customers with the number of orders by the category, then the butterfly chart is your chart. So what do you need first, the dimension, it's going to be as usual, the subcategory. Let's move it to the rows. And then as usual, I'm going to move it as entire view. Then we need our two measures. The first one going to be the customer count. Let's move it to the columns. Then the second one going to be the order count. Alright, so with that, we have our two measures and the subcategory. Now, in order to form the shape of the butterfly, we have to have the dimension exactly in the middle. And then on the right side, we have one measure, and on the left side, we can have another measure. In order to do that, we're going to use the place holder the average of zero. Let's have it over here. And let's go and place it exactly in the middle. So now with that, we have the measure on the left, measure on the right, and something empty in the middle. And then let's go and configure this charts. It's going to be the middle one, the average of zero, and let's go and switch it to a text. Now the next thing we have to go and get the dimension to the text of With that, you can see, we've got now the spine of the butterfly. Let's go and make it a little bit more poles. I'm going to go over here and just make it poles. But now we have to have the two wings right on the right and the left, you can see the right side is okay, so we have it as a wing. Let's go and sort the data, by the way. But the left wing is not correct yet. In order to do that, let's go to the count of customers over here on the axis. Let's edit the x let's go and reverse the scale. That we get exactly the opposite in the scale, let's go and close it. As you can see now, we got it perfect. On the left side, the wing of the customers, and on the right side, we have the orders. Now the next step is what we usually do is to add some coloring, for example, let's stay at the customers over here and drag holding control, the count of customers to the colors as well, we can go to the orders over here and drag and drop the orders by holding control to the colors. But of course, we can go and customize the right side with using different coloring. Let's go to the colors over here and change the pattern, maybe to range. Let's as well, we can go and make the text in the middle, little bit more bigger. Let's go to the middle and then let's make it maybe something like 15. Now we can see those subcategories in the middle very clearly. But since we have it in the middle, we don't need it on the left side. Let's go and hide it, right click on it, and then let's go and disable, show header as well, we can go to the axis over here and as well, disable the headers. Of course, we can add more formatting in order to remove those grids. Right click over here on the empty space to the format, and then we can go to the columns, tab and as well, remove the grid line. And with that we've got a clean chart, represent a butterfly or a tornado depends on how you see it, where you can go and compare two different measures by specific dimension. Alright, so now in the metho two, we're going to bring those two wings together. In order to do that, we're going to get exactly the same information. Let's go and get the subcategories to the rows. And then as usual, switch it to entire view. Let's go and get our measures. The first one going to be the counts of customers. And then the second one going to be the counts of orders. But we have to put it now on top of each others. And since we are using the same type of charts, we're going to use the mejor names and measure values. So take the order counts and drag and drop it on top of the axis over here in order to generate the measure names and values. Alright, so we have those informations. Now we're going to go and take the measure names. We don't need it on the roads, so drag and drop it to the colors over here. And just to make sure that everything stays as bars, I'm going to go from here and switch it from automatic to bar. Now the next step, we're going to go and sort the data, click on the axis over here and then sort the data descending, both of the values or the wings are on the right sides. Now in order to have the effect of left and right, we don't have here two axis. What we're going to do, we're going to do a very small trick. In order to do that, let's go to the customers over here, doubly click on it and just go to the front before the counts and put a minus. Let's go and hit enter. With that, we get again, the effect of the butterfly where we have the left and the right wings together. But of course, what is missing here is the spine, the dimension, the subcategory. In order to do that, we're going to do the same. So we're going to go and have the average of zero as a placeholder. We have it now on the right side. Let's go switch to it, and then we can switch it to a text since we want to have a text of the subcategory. Then the next step, we're going to go and get the text. It's going to come from the subcategory, drag and drop it on top of the text. And with that we got the values or the spine of the butterfly. The next step is that we're going to go and merge them together in one chart What we're going to do? We're going to go and use the dual axis, right click on the average, and then here we use the dual axis. But as you can see, those values are not yet in the middle, and that's because we haven't synchronized the axis. Go to the average over here and then let's select synchronize axis. With that, we've got the spine exactly in the middle. But it's not really clear because it's red. Let's go and change those colors. Let's go to the average over here, double click on it, and let's select complete white. Let's. Click OK. Now the next step, as usual, we're going to go and start hiding stuff because all those informations are not necessary. The average over here, let's go and hide it. And that's what we don't need the header information because we have it already in the middle. Right click over here and disable show header. And with that, we get a very elegant and nice butterfly charts in Tableau where both of the wings together. And now we can go and analyze the coloration between the number of orders and the number of customers by the category. All right, This is how we can create butterfly or ton charts in Tableau using two methods. 35. Quadrant Chart: All right, so now we're going to go and learn how to build quadrant charts in Tableau. This type of chart is going to go and present a lot of data points in one view using two measures, and then we go and compare those different data points based on the position on the quadrant. And then we go and split the chart into four different quadrants. This type of charts is really great in order to do strategic planning or to do risk management or as well to find some trends. So now let's go and check and tableau how we can build that. The first thing that we need is two different measures. The first one going to be let's take the discount and put it on the columns, and then let's go and find the average of the discount. Right click on it, and let's go. The average instead of sum. This is our first measure. Now we need another measure this time going to be the profit ratio. We don't have it in our data, so let's go and quickly create it, create a new calculated fields, profit ratio, and it's very simple, so it's going to be the sum of profit divided by the sum of sales. Okay. So that sets. Let's go and hit and then let's go and bring it to our rows. So that we got our two axis, but I would like to have it as percentage. Let's go and change the formats. Let's go first to the profit ratio. And then instead of numbers, let's go and switch it to percentage. And then let's go and remove those decimals. The same thing, let's do it for the average of discounts. Let's go and format it as well. Two percentage. I'll remove those decimals. All right, so that's all for the axis. What do we need now is the customers as a data points. So in order to do that, let's go and get the customer ID, and let's put it on the details. So now as you can see, each of our customers are presented as a data points. Let's go and change the visual of that. Instead of shapes. Let's have circles. And let's go and reduce the opacity in order to see the overlapping between those points. And as well, we can go and make it a little bit bigger. Now we need two values in order to split this chart into four different quartants. Now here, since we have the title as dynamic, we want to offer it to the users as parameters in order to specify those two values. Now let's go and create two parameters in the data pane. So we can create the first one. Let's say select discount. It's going to stay as float and the display can be as a percentage. Let's reduce the decimals. Then let's say that the default going to be 0.15. So with that we're going to get 15%. That's it. The first one, we're going to do exactly the same for the second one in order to get the profit ratio. Let's create another parameter. And we're going to call it select profit ratio. We're going to have the same stuff again. So we're going to have it as percentage, reduce the decimals, and let's have it as a 10%, one. So that's it for this one. Let's go and close it and show it in our view. Show parameter and show parameter. Now we have it on the right side. Next, we have to create now a separation in our view in order to show how the data are splitted. In order to do that, we're going to add two reference lines. Let's start with the profit ratio, right click on it and add reference line. And then the value going to depend, of course, on our new parameters, select proferetio then let's go and make the label empty. And then we can go and change the format instead of having a line. Let's have a dashed one, and then let's have the plaque and then increase the opacity, and that's it. Let's okay and do the same as well for the discount. So right click on the discounts, add reference line. We need our parameter. It's going to be select discounts. Remove the label and we'll do the same stuff. The customization, so we can have it as dashed and as well, have it clear on our view. Now let's go and it or. Now, as you can see, we have already our quadrant charts where we have splitted our data into four different sections. Of course, we can go now and change those splitters using the parameters. Let's go to the buft ratio and change it to 0.2. With that, we move it to 20%. Now, of course, what is missing in our quadrant is the colorings of those points. So each section should has its own colors. In order to do that, we have to go and create another calculated field to have those four values. Let's go and create one. Let's call it quadrant. Color. So now we have to go and identify the position of each data point inside our cordons. So let me just move it a little bit over here. In order to do that, we can use the FL statements. So let's start first identifying the points on the upper right. So all those points on the upper right. So how we're going to do it? We're going to say if the profit ratio to the parameter value that is selected from the users, so we're going to say select and then the profit ratio. So that's means we are checking whether the user on the upper section. And now we have to check whether it's on the left or the right. So we're going to talk about now the discount and the average. Discounts as well, higher or equal to the value selected from the parameter. So we're going to select and discounts. So now we are targeting all the customers on the upper right. So what can happen if the condition is fulfilled? We're going to say upper right. All right. So now we're going to go and do the same stuff for all other three sections. Let's go and just copy it from here. Then we're going to say SF. Then let's go and paste it. Let me just make it little bit bigger in order to see it. Now we're going to do, we're going to go and target the upper left. In order to do that, we have to go and change the discount to smaller. Now we are saying if the discount is smaller than the selected value in the middle. That means we are on the left side. What's going to happen, we will just go and flag it with the following value. Upper left. Then we have to do the same stuff for, let's say, So now we're going to go and target the bottom right. Let's call it bottom. For the discount part, it is not correct. Let's move it like this in order to have the right section. And for the ratio, in order to be in the bottom, this time it's going to be smaller. So that we are at the right side, and for the last section, in order to target it, we don't have to go and specify it. We would say just simply else because if none of those conditions are fulfilled, we will end up by the last one. So we're going to call it. Bottom left. That's all. Let's go and end our FL statements and the calculation is valid. Let's go and hit. And with that, we got our new calculated field. Let's go and drag and drop it to the colors. So as you can see, we have a dedicated color for each different sections inside our ardents. Of course, if the user goes over here and change the values of the parameters, the coloring will react as well. Since we have the parameters inside our calculated field. For example, instead of 15, let's have it as 0.25. So as you can see the reference lines goes to the right sides to the 25%, and as well, the coloring will be adjusted. So, that's all. This is how you can create a very nice dynamic quardan charts in tableau. 36. Box Plot: Now we're going to talk about the box plot inter blow or sometimes we call it box and whisker plots. This type of chart going to help you to understand the data distributions of your data sets. This chart has a box and two whiskers on the top and on the bottom. And then in the middle, we have the median and the edges of the box so that we will get five different numbers in how our data is distributed. Let's see how we're going to build that inter blow. It's really easy. Let's start as usual with the sales. Let's drag and drop it to the rows. Then we're going to see how the sub of categories are distributed on those sales. Let's take the sub category to the details first, and then we have to change the visual to circles. Let's go to the marks over here and change it to circles. Now in order to have different charts, I would like to add the category to the columns over here, and then let's go and make it a little bit bigger to the middle over here. Now let's go and reduce those circles a little bit in order to have it more clear. With that, we have the first part of the box blots where we have circles. Next, we have to get those numbers or the shape of the box and the whiskers. In order to do that, we have to add a reference line. So let's go to the sales over here, lit and add a reference line. And here, everything is prepared from Tableau, if you go to the boxplot over here, and that's it. Let's click, and that's it, actually. With that, we got a boxplot in Tableau. So now if you go and mouse over on the charts, you will get the five different values, the upper whisk the lower whisk, the median and so on. Alright, so now, the question is how to read the boxplots. Well, there are a lot of informations over here, but the first thing that you can do is to compare the position of the median of each box. If you have a locoverre, you can see that those two boxes are at the same level, so they are very similar categories. But if you check the office supply that you can see the median or the box itself, it is below those two other boxes. This can indicate for us that the furniture and technology has the same distribution, but the office supply has a different one. Another thing that you can check is the size of the box itself. If the box is tall or the lengths of the box is long, then that means the subcategories inside this category are not really similar and they are far away from each other. But if you check the office supply, you can see that the box is shorter. So the links of this box is smaller compared to the other two. That's going to give us the information or the hint that the subcategories of this category, the office supplies has a similar sales. That means if we have a shorter box, the members of this category going to have a similar behavior. But if you have a toll box, that's going to suggest that the members of those information going to have different sales. But if we have a big or tall box, that means the members of this category gonna have different behavior. And, of course, this type of charts gonna help us to find the outliers, especially on the upper and on the lower whiskers. Alright, so that's all about the box plot in Tableau. 37. KPI: Okay. So now, we're going to talk about the KPI charts, key performance indicator. We usually use it in order to analyze the performance of our business, whether it is succeeding or failing. All right. So now let's go and build a KPI in order to track the performance of our sales in our business. So let's go and do that. As usual, we're going to go and get the subcategories to the rows. Let's take the sales as well to see the numbers. The next step, let's say that we want to check the sum of sales for each country. Let's go and grab the country field to the columns. Then the next step, we have to define the core of the QBI, the rule. When the sale is going to be considered as a success and when it's going to be considered as fail or maybe in between. What we have to do is now to go and create a new calculated field in order to define the B rule. So now let's go and call it QB colors. So now by checking the data, let's say that if the sum of sales is higher than 50 K, then it's going to be considered as a success. Or if we're talking about colors, it's going to be green. We're going to work with the FL statements, so we're going to check whether the sum of sales is higher than 50,000. Then what's going to happen? We're going to say it's green. So now the next step we have to define the second rule. Let's say that if the sales is between ten k and 50 K, this can be medium or let's say orange. So let's go and build that using LF, a sum of sales less or equal 50 k and the sum of sales we are making like a range is higher than ten k. Let me just make it a little bit bigger. Then what can happen? It's going to be range. All right. Then we have the third rule. If it's not in between or not higher than 50,000, then it's going to be less or equal to ten k. What we're going to do at the end, we're going to say, it's going to be red. That's it. Let's end it. This is our KB rule in order to track the performance of the sales. Let's go and hit ok. And with that we've got a dimension here on the left side, the QBI colors. Let's go and grab it and put it on the colors. So the next step, let's go and assign the correct color. Table got it almost correct. Let's add it the colors, the range is orange, red is red, but the green is blue. Let's go and switch that. And with that we can immediately track the performance of the sales, where we can see immediately where we are performing good, so we can see those green numbers or we are performing bad by the red numbers. But if you saw any KBI dashboard, you will see that they are using a lot of shapes. So now instead of those numbers, let's go and get shapes assigned to those three values. So that means we're can go to the marks over here and switch it to shapes. Now, things are ugly currently, so let's go and take the sum of sales to the details, and then we're going to take the KB color to define the shape of our visual. So that we got different shapes for each level of our KBI. But I would like to change it. Let's go to the shapes over here, and then let's go to the default and then switch it to QBI. So now we have better icons for our KBI. Let's go and switch stuff. Green, it's going to be this icon. Orange it's going to be this, and then the red, it's going to be the red one. All right, so that says Let's go and hit or K. And now we can go over here and make it entire view. And as well, change the size of our KBI. And with that, we've got a nice KPI where we can see immediately where we are doing good and where we are doing bad. So this is how we can create KPI in Tableau. 38. Bar Chart & KPI: All right, now we're going to learn how to combine a QBI together with any other type of charts like for example, the par charts. So now we're going to go and build view in order to compare two years. In order to do that, we're going to get the same stuff. So let's get the subcategories to the rows. And then here we have the sales of 2022. Move it to the columns over here. So with our par charts, but I would like to move it from automatic to par in order to make everything stable and not later break in our visualization. The next step, I would like to go and add as well the coloring. Let's take the sum of sales 22 and put it in the colors. And now the next step, let's take the 2021 as a reference inside our view. Let's move it to details, and then let's go to the axis, right it click on it, and let's add reference line. Here we would like to have the value of 2021 for each category. Let's switch it to per cell, and then select the 2021. And then let's go and hide the labels. This is only customizations. Then let's move it to a little bit heavier line and then increase the opacity and as well change it to orange. That's it. Let's go and hit. Now in order to see the data better, let's switch it from standard to entire view. And with that, we got a reference from the previous year and the parts are the current year. That you can see quickly, the differences between the two years, but we are not done yet. This is only the bar charts. Now we have to go and add a KPI for it. Here we have to define the rule of the KPI and this time is going to be easy. If the current year is less than the previous year, then it's going to be red. If it is more or equal, it's going to be green. Let's go and define this rule. As usual, we're going to go and create a new calculated field. We can call it KPI. Colors. Now we're going to go and define the rule? We will use as well, the FL statement. If the sum of sales of 2021 is higher or equal to the sum of sales of 2021, then we are safe. It's going to be green. Let me just make it a little bit bigger in order to see everything. But if the condition is not fulfilled, what's going to happen? We will have bad performance, so it's going to be else, red, and then ends. So this is our rule. Let's go and hit or care. So now for the KPI, we need another chart inside this view. But since it is like a dimension, if we bring it to the view, it will not split into two different visuals. So in order to generate another chart, we will use the trick of using the average of zero. So we have to create a placeholder, average of zero, and with that, as you can see, we will get a new chart on the right side. In this measure, we will go and configure our KBI. Let's go and switch to this marks, and now we're going to switch it from bars, to shapes. It's like we are building any other QBI, and I will go and get rid of those informations. Now we're going to go and get our new calculated field, the BI rule and put it on the shapes. Next, we're going to go and define the shapes of our KBI. Let's click on shapes. Let's say if it's green, then it's going to go up and if it's red, it's going to go down. That sets for the shapes, click OK, as well, we want to change the coloring of those stuff. Let's take The KPI colors, hold control and put it on the colors, and let's go and assign it. So dit colors, green going to be green and red can be red. That's it. Click Okay. So now we have our KPI on the right side. We can go and make it a little bit bigger in order to see the shapes. So now we have two different charts. The next step, we're going to go and use the dual axis. And that's because they have different shapes. So let's go to the right sides. And have the dual axis. As usual, we're going to go and synchronize the axis and remove one of them. Let's go to the average as well and then go and disable. Show header with that, we hide it. With that, we got the two QBs on top of each others. But still here we have an issue, as you can see, the icons of the QBs are exactly on the top of the edge of the bars. That's because everything is starting from zero and we have here the average of zero. Now what we're going to do, we're going to move it a little bit to the left side using the negative values. Let's go to the average of zero and switch it from zero to minus ten k. So that we can see our KP is perfectly on the left side of the bars, and we can see immediately where we are doing bads. So here we can see that almost all of the subcategories are doing grades. So we have all those green icons, but only two the envelopes and the machines are doing bad. And that's because the sales of the current year is less than the sales of the previous year. So that we have learned how to compine the KPI charts with any other charts, it should not be a bar chart. It could be an area or a line charts. 39. BANs: Okay, so now we're going to create bands in Tableau. There are those big numbers that you can see usually in KBs or in dashboards, where you're going to see the total of something like the total of sales, the totals of profit, how many customers do we have inside our datasets. So it's very common and you can see it almost in each dashboard. So let's go and create it. So what we're going to do, first, we have to go and switch. Our visual from automatic to a text. Since we are working with text, there is no charts or any visuals. Let's take the sales and put it on the text. So now with that we got one number without any charts. Only one big number, the total sales of our data. Now we can go and split it by a dimension like a country. Let's take the country, put it on the columns. So now we can see the total sales of each country. Now since we are talking about pans, those numbers should be really big. In order to change that, let's go to the text over here, click on those three points, and then let's go to the sales. Make it really big. We're going to go to the size over here. Let's take, for example, 22 and make it pooled. Then you can check by hitting apply. The size of those numbers, they looks good. Now let's go and hit, and let's make the alignments correct. Let's have everything centered on the horizontal and the vertical. Now we can go and change the format of those numbers. Let's go to the sum of sales over here and go to format. Then we're going to go to the numbers over here in order to change the format. Let's go for custom. So there's no decimal places. Let's make a zero. And then let's say we're going to display the unit as 1,000 as a k. And then we can add the dollar sign on the briefix over here. So let's go and do that. So that's all about the formats. Let's go and closets from here. And now with that, we have created really nice pans. For our dashboard, we can go and make it a little bit bigger. No see those numbers. And now you might say, You know what? I would like to have those texts. Beneath the numbers, not on top of it. Inder to do that's what we're going to do, we're going to take the country again, and let's put it to the text. And with that, we're going to get the text below it. But of course, we have to make it really small. Let's go to the text over here, then to the three points, and then let's go to the country, remove the pled and let's move it for example, like 12. All right. Now let's go and hit a line in order to check the formats. So as you can see, we've got those small text beneath those numbers, but we can go and as well reduce it to ten. Make it really small beneath those pig numbers. So now let's go and hit okay. And with that, we got really nice small text below our numbers. But we still have an issue where we have the header informations. In order to remove it, just go to any values like Germany over here, right click on it and disable the show header. And with that, we got really nice pans where the text is below the pig numbers. So as you can see here, we didn't use any type of charts. We just used the text in tau. 40. Funnel Chart: Now we can learn how to build a final chart in tableau. Final charts are really great in order to show the progress of your data through different stages. Let's see how we can build that. Let's take the seals and put it in the rows, and now we want to see how the seals are progressing through the different subcategories. Let's take the subcategories from the products and put it to the colors. Now, the next step, we would like to change the size of those blocks based on the sum of sales. So in order to do that, let's take the sum of sales by holding control and put it to the size. Now let's go and switch it from standard to entire view in order to see the size of each block. And now we need to form the shape of the funnel. In order to do that, we're going to go and so the data descending. So the biggest one is going to be on top, and then we go to the small. So in order to do that, let's go to the subcategory of our radically connect and let's go and sort it, and then we have to change the sort pie to a field Then move it to descending. And that's it, as you can see, from the background, we have now the shape of the funnel. Now the next and as well, the important step in the final chart, we want to show the percentage of total for each block. So in order to do that, let's take as well the sum of sales and put it to the text. And with that we got the total sales for each subcategory, but we don't want that. We want the percent of total. In order to do that, radically connect and let's go to quick table calculations. And then let's pick the percent of total. Great. So now we have those percentages on the funnels, which is very nice and the funnel charts. Let's go and add as well, the text of the subcategory. Let's take the subcategory and put it to the labels. So now we can go and customize our view a little bit where we say, Okay, let's put the text of the subcategory on top of the sales, so switch the order. And then let's go and change the labels and make the subcategory a little bit bigger and pulled. Let's say, as well, we can go and remove those grid lines, right click over here to the formats. Let's go to the lines, and then let's go to the zeros over here and make it none. Alright, so that is more clean. What we can do, we can add the category to the filter. So let's go to the category. Show it as a filter, and with that we can go and select specific category in order to see the data. So with that, we get less blocks inside the final charts or you can go and add all of them. So that's it. This is how we can create final chart in Tableau in order to track and check the progress of your data. 41. Progressbar: In our KBI departs, we can add stuff like a progress bar. Let's see how we can build that in tableau. Now let's go and get a dimension like the country to the rows, and then we're going to go and track the progress of our sales as a progress bar. In each progress bar, you have like 2 bars, the one in the background for the 100%, and then your actual progress. That means we need two bar charts. Let's stick with the first one and switch it to bar, and as well. Let's show the text. But now instead of the total sales, let's go and switch it to percent of total. Let's go and switch our sales to a quick table calculations 2% of total. Now the next thing, we're going to go and add the background bar. In order to do that, let's go and add our placeholder, it's going to be the one average of one. Now we've got our background on the right side and on the left side, we're going to get the actual progress. Let's go and merge them together using the dual axis. Right click on the right one and then move it to dual axis. Okay, so as usual, we're going to go and synchronize those two axes, and let's go and make it a little bit bigger in order to see the bars. So now we can see that the average the background is in the front. In order to switch that, let's go to the axis of the average radical on it, and then here we can say, move marks to the back. All right. So now in the next step, in order to get the effect of the brokers bar, we have to change the coloring of the background. So let's go to the colors, edit, and then let's select the average and let's take the blue. Let's select something lighter. So let's take a light blue. Apply. Okay. All right, so with us, we get the effect of the progress bar. Let's go and hide a few stuff like, for example, the x over here. And as well, let's hide those numbers on the background, so let's go to the labels and hide them. Alright, so that's it. This is how we can create a really nice progress bar in tableau where you can put it inside your dashboards. 42. Choose The Right Chart!: Okay. Alright, so we learned how to build 63 charts in Tableau and what are their use cases. But you might be still overwhelmed with all those options and all those charts in Tableau. And it's still not that clear how to answer the question. How do we know which chart, which visualizations that we have to pick? So that's why we're going to go now and summarize and group all those charts under different categories. So we have the change over time, magnitude, part to whole, creations, ranking, distribution, spatial and flow. And each of those categories is going to focus on specific question specific problem in order to answer it using visualizations. Let's go through all those categories one by one in order to understand them. All right. Now we're going to start with the first one and the most basic category we have, the change over time, or sometimes we call it trends over time. This category is going to show us the trends or the patterns over a continuous period. I usually answer the question, how does the data change over time? Or another one, are there any trends or patterns that we can uncover from the data over time. If you have this kind of questions, then you are talking about the category, change over time. And the best chart in the category, we have the line charts because mainly the line chart focus only on the changes over time, the trends over time, nothing else. And as well visually, it makes it really easy to spot trends. As we learned before, we have multiple charts that covers the topic of change over time. Of course, all the line charts usually are change over time, we have the line chart as the prefix one. Then we have as well the spark line charts. We can use it if you want to have a compact chart for the trends analysis over the time, or we can use the charts to see how the ranks is changing over time, or as well, we can use a par chart. So we can use the pars as well in order to analyze the changes over time, and as well to go and compare different time period together. Not only the par charts, we can use any type of area charts, for example, the start area charts. Here we have different use cases. One of them is the change over time, and as well to go and compare different categories together. And as well, we can go and use the calendar chart or the circle papal timeline in order to visual the change over time. As you can see, if you want to have only one use case inside your visualization to show the change or the trend of our time, then go with the line charts. If you want to go and cover multiple use cases in one charts, then you can go and use the area chart bar chart or the circle time charts. Because they don't focus on only one use case, they can cover multiple use cases, and one of them is the change over time. All right, so now we have the magnitude category or sometimes we call it size category, and it uses the size in order to compare values, so we could use relative or absolute values in this category. So for example, if you have the following task or question, find out the highest and the lowest sales of the categories or we have to go and compare the different categories by sales in one charts. If you have such questions or task, then we are talking about the category magnitude, and the best chart for this question is the bar charts. Because it makes it very easily and clean individualizations in order to compare values. You can compare very easily the data by comparing the length of the bars of each category. And under this category, we can find multiple charts, and most of them are bar charts, so we can use the raw parchart as a main one, or we can use a bar chart columns. As we learned before, if you have a dimension with high cardinality, you can go with a row. But if you have a chart with low cardinality, then go with a column. So those two charts only cover one dimension, but if you have multiple dimensions, then you can go with the side by side bars or the stacked parchart or as well, the full stacked bar charts. Then we have different charts under this category like the pop charts, Popple charts, and the scatter plots. And you might ask why scatter plot and y pupple chart because the size of the bubble is going to be used in this analysis, so we can see immediately that the technology and the furniture has the highest sales from the size of the pupple. The same thing goes for the scatter plot. Here, again, it's really depends on how many questions you want to cover in one visualization. If it's only one use case to go and compare the data, then go with the par chart or the columbar charts. But if the size comparison is not only the use case that you want to cover, you want to cover multiple stuff like adding multiple dimensions and measures, then you can go with the other charts under this category. All right, now we have the category part to whole. It shows how a hole or value breaks down into its components, and it's going to show how each component contributes to the whole to the total. So if you have a question like, how does the value contribute to the total, then we are talking about part to whole category. And the best chart to visual, the answer is the Pi charts Because visually it's very easy and as well, very effective to show how each slice of the Pi contributes to the whole In this category, the part to hole, we have different chart types. Like as we said, the main one is the pie charts, but we can go and use the donut charts. Especially if you want to show the information of the whole, the total, so you can present it in the middle and around it, you going to have the slices. Or we can go and use the part chart, for example, the full stacked par chart or the area charts, the full stacked area charts. As well, you can go to the tree map if you want to analyze not only the part to whole, but as well, you want to show the hierarchical data. As well, we can go to the waterfall in order to show part to hole and as well, the flow of the data. Here again, if you want to only focus on the part to whole use case, go with the pie charts. But if you want to add more information and analyze different use cases, then you can go with the others. Alright, now we're going to talk about very important category. We have the correlations. It's going to show the relationship between two or more measures in one visualization. So this category going to answer questions like, is there any relationship between two measures or how strongly related are two variables or two measures. So if you have such a questions, then we are talking about the category correlation. And the best chart in order to visual, the correlation is the scatter plot. The Scutter plot is very effective in order to show the relationship between two measures. And it covers a lot of use cases like discovering the outliers. It's very flexible. We can add a lot of informations to each data point, and as well, it can help us to build clusters. So if the question to show the relationship between two measures, the best chart is to use the scatter And underneath this category, we can find different type of charts, not only the scatter plot, but scatter lot is the favorite one. We have the quadrant charts. We can use it as well to analyze two measures and as well to cluster our data or to split it to four sections. Or we can go and use the dual line charts, if you want to see as well, the changes over time, not only decoloration, but you can see the trends as well. We can go and use two lines in order to analyze the coloration between two measures, or we can go and use one line and 1 bar charts. Color and as well, we can go and compare the sizes of each bar. Moving on to another chart, which is very beautiful in order to go and compare two measures, we can use the butterfly or tornado charts. And the last one, you can use as well, the histogram in order to find the coration between two charts and as well to show the distribution of your data. Again, if you want only to focus on the correlation, nothing else, you can go and use the scatter blots. But if you want to go and add different use cases like the change over time or the distribution or comparing the sizes, then you can go and use the other ones. Moving on, we have another category called ranking. We use this category if the most important thing to show is the position of the item in a sorted list. For example, if you want to show the ranking of customers, the top ten customers by the sales, or the lowest ten products by the sales, then we can use the ranking category in order to solve those tasks. The best charts in this category is the bar charts. B bar charts are really amazing in order to build a list and as well to go and compare different ranks together. All right. In order to show the ranking, we have different types of charts, the basic one as we saw, we have the bar chart, whether it's straw or columns, and then we have different charts if you want to add more information or more use cases in one chart. For example, the ulipp chart, you can go and put one extra formation inside the circles or you can use the sloppy charts. So here, not only we are seeing the ranks between countries, but we can see how they are changing over time. And we have other charts like the final charts or the pump charts, as well, here we can show the ranks, how they are changing over the time. And the last one, we can use as well, the butterfly in order to show the ranking of the categories, for example, here, and as well, the correlation between two measures. Here again, as usual, if you want to focus only on ranking, only on this, you can go and use the p charts, But if you want to go and cover multiple use cases in one visual, then you can go and use the other charts. All right. So now we have the distribution category. We can use it in order to show the values of the data sets and the frequency of their occurrence. So if you have the following question like, what is the distribution of customers age or if the question is, what is the busiest time in the workday? If you have such a type of questions, then we are talking about the distribution category and the best chart to visual those questions and the answers is to use the histogram.Histograms are amazing way in order to show the patterns using pens, and it's going to make it very easy to understand the distribution of the data. Under the distribution category, we can find different type of charts. The main one can be the histogram, and we can go and use different type of plots like the box plots in order to see the distribution of data as well for the dot plot over the time. And as well, we can go and use the scatter plots or the quadrant charts. In order to see the distribution of our data and as well to show the coloration between two measures. We can go and use as well, the barcode charts. For example, here, we can see the distribution of each products, each subcategory. And as well, the paper chart considered to be a distribution charts. Again, if you want only to focus on the distribution, then go and use the histochrome. But if you want to cover multiple use cases in one view, you can go and use the other charts. Moving on, we have the special category. Use it when the geospatial pattern of your data is the most important thing that you want to show. So if you have questions or tasks that involves information about the location, like country, cities, states. Like for example, you want to show which city has the highest sales, then we're going to go with this category, the special category. And of course, here the charts that you're going to use in this type of visualizations is the And in this course, we have built four different maps. The first one, the field map or we call it choroplih map. So, as you can see, the states are filled with colors, or we can go and use symples like here we are using the star in order to show the sales for each state. And then we have learned how to customize the maps. For example, here, we have created the night vision map. All right. So now we're going to talk about the last type of category. We have the flow. We're going to use it in order to visual the movements or the flow of our data. So if you have a question like how the data is moving from one point to another point, then we are talking about the category of flow. One very common chart in order to show the flow of the data or the process of the data, we can go and use the water flow charts. With this chart, you can see the movement of data or the flow of the process of your data. As well, we can analyze here the part to. All right. So with that we have covered the eight different categories, and we mapped different charts that we have learned in this course to those categories. So as you can see, the process is really simple. In order to understand which chart of visualizations you need in your projects, first, you have to understand the questions that should be answered. So once you understood the task or the business question, you can go and map it to one of those eight categories. And after that, you're going to go and choose the best charts within each category in order to answer the question. And with that, you have learned the process of choosing the right visualization, the right chart, the question. And make sure to check the description. I leave their link for the visualization sheet sheet. And as well, you'll find the table file where I've sorted all those charts under the eight categories. Alright, so that's all. 43. THANK YOU!: Hi there. I'm really proud of you that you made it until the end. I really hope that you enjoyed the journey, learning Tableau with me. So if this course helps you to start working with Tableau, I really appreciate it if you like it and share it with others. And now my final recommendation to you is that always practice. So practice, practice, practice, and build different charts in Tableau. And, of course, if you have any questions or you want me to cover any other topics in my next courses, make sure to leave that in the comment below, and don't forget to leave a feedback, whether it's positive or negative. This can help me always to improve in my next courses. Well, nothing left to say beside. Thank you so much for watching. And I will see you in the next tutorial by.