Tableau Training for Beginners Part 1 | Learn Tableau | Tableau Tutorial for Beginners – 1 | Edureka



So let's
start off, and first of all let me extend a very warm
welcome to all of you on this course on Data
Visualization Using Tableau. Today is our first section
where we'll be talking about introduction of Tableau. And before we begin
let me just talk to you about how you are going
to utilize the resources provided by Edureka, so how it works in Edureka
is we're going to have live online classes where they'll be a facilitator and instructor. And we'll be going through
the course material, we'll have 10 different sessions. 10 sessions, each session
will be of three hours and it will extend over five weeks time. And each of the session will be recorded and will be made available
to you through the LMS. You will have 24/7 post-class support. You can always raise a ticket
if you're facing any issues. And there'll be people to help you out. And plus each of the
modules will have quizzes. So we'll all be working
together on these quizzes that will help us learn Tableau better. And end of the session, end of
the entire course we'll have a project work which I'll assign to you. And you'll have to work on that project, submit your solution,
post that, you will get a verifiable certificate. And I'd recommend
whenever you get some time if you log on to Edureka
there's reference material on how to use LMS effectively. I recommend that you go through this reference material please. You can find that under My Courses Tableau Certification Training in the Getting Started
section, Guide Four, LMS. At any time if you have any
questions please feel free to ping me through the questions
window, as soon as I look at your question I'll try to answer that. There are some ground rules which all of us we are
going to be able to follow. So two ground rules as such,
learning related questions are welcome but unfortunately
I won't be able to provide you any help with
respect to your office or college project. As in like I won't be able
to work along with you. In past we had some learners
who had this requirement but due to my particular time constraint it becomes really difficult. And the second thing is
as per Edureka's policy I cannot share my personal
email, phone, or contact details so really sorry about that in advance. Again, I've got request
in past to do that. So unfortunately I cannot. So let me just go ahead
and introduce myself. I'm Shashank and I have close
to 10 years work experience in the field of predictor
modeling, statistical analysis, data visualization, exploratory research. And I've done my post graduation in statistics and business analysis. And I've worked across
multiple different domains including financial
research, market research, and HR analysis, and
supply chain analysis. So all these different
domains I've worked across. And I have close to 10 years experience. Currently I'm working as a senior manager in one of the major consulting
firm in intelligence area. Now that was my introduction. May I now request you,
if you can take turns to introduce a little bit about yourself. Talk about your academic background. If you have any industry experience. And the reason you opted for this course. So what I will do now is I'm
going to unmute you one by one and if you could just
please go ahead and give a brief introduction about yourself. Dinesh I'm going to unmute
you now if you could go ahead with your introduction Dinesh. – [Dinesh] Hey hi all I'm Dinesh. I have 10 years of experience
in BI, Business Intelligence, and I always wanted to go
into data visualization, so that's the reason I'm
into this course now. I'm basically working as
an architect incognizant. So I'll be going through
this course to learn the data visualization,
how the data visualization is happening apart from
the Enterprise tool. – [Shashank] So which
particular tool in the BI domain have you been working on Dinesh? – [Dinesh] Particularly
towards the ODI and OBIEE. So OBIEE's a reporting tool,
it's a Enterprise tool. But it doesn't have data
visualization like how Tableau work if you ask,
so I'm just going to learn about it now. – [Shashank] Perfect,
thank you so much Dinesh. Thanks for introducing
yourself, we'll move ahead now. Vaneet I'm going to unmute you and if you could please
introduce yourself. – [Vineet] Yeah hi all, my name is Vineet. My education I am an electrical engineer. My profession I am a
SAP BI/HANA consultant. I have around nine years of experience. I am based out of in Houston, USA. My employer is in process technologies and I work for Exxon
Mobile at this moment. And we are going to be
using Tableau as a front end for our client which is
being integrated with HANA. And when I saw Tableau I
was very much impressed with the way things happens in Tableau, and the visualization is pretty awesome. So that gave me an
impress to learn Tableau and of course I want to
add this as a skill set so that I can move ahead
in my career path as well. – [Shashank] Perfect, thank you Vineet. Thank you so much and so
thank you so much all of you for introducing yourself,
we can now go ahead and start this course on Data
Visualization Using Tableau. And one question which
I am assuming all of you might be having in your mind is will this course be interactive? See there are a lot of learning
resources available online. We have reading materials, we
have you know YouTube videos which are available, you
can always purchase a book and you can go through
the Tableau content. So one of the reason I am
assuming you have chosen for this course is you want
this course to be interactive. You want to have some hands on experience off working on Tableau, so will
this course be interactive? Let me answer that question for you. This course will be highly interactive. Okay, I'm sorry for showing
that deceptive picture. So right now we are sitting
in our very first session. As the number of sessions
is going to progress you will see that you will have to perform lots of, lots of activities. So this is our first session. Today I'll be introducing Tableau to you. And I'll be doing a lot
of talking and giving you some theoretical background of Tableau. But as the session
progresses, as we'll have third session and so forth we'll have so many different quizzes, you have to be really agile,
and you have to be quick on the keyboard. I'll be asking questions,
you have to respond back through the questions window. So we'll be having a lot of quizzes, and this course will be
very, very interactive. By end of this course even if
you do not practice offline you will be really comfortable
working with Tableau. And if you practice
offline in your spare hours you will be able to go
ahead and implement Tableau in your life projects. Whatever projects are coming up, if you are planning to
work on an upcoming project you will be able to implement
Tableau straightforward. This is going to be an exhaustive course. And we are going to
cover a lot of material. In fact all the details of Tableau we are going to cover in this course. So let me give you a
broad course overview. What all topic we are going to cover in this particular course. So today we are going to have
an introduction of Tableau. And starting from today onwards
we are going to talk about visualization concept, so I'm going to explain to you the conceptual
details behind visualization. Under what kind of circumstances which kind of charts are used. What are visualization best practices. How to color code your charts effectively. When to show percentage values. When to show absolute
values, all these details we are going to talk about
in Visualization Concepts. And then we will create some basic charts. Like pie chart, bar chart,
line chart, scatter chart, and some other kind of basic charts. Then we'll move on and
create some advanced charts like Geospatial Maps, Dual Axis Charts, Multidimensional
Visualization, Ganntt Charts, all these different varieties of charts which I've considered to be advanced, we are going to create,
and if you are really fast with your keyboard, if
you're really responsive we can save a lot of time. And we can even explore further charts which are not available
by default in Tableau. So for example a donor chart
is not available in Tableau. Waterfall chart is not
available in Tableau, but they can be created. So if you are really fast, and agile, and responsive on keyboard we
can save that waiting time, and we can learn some
additional topics as well. That really depends on you. Apart from that we are
going to learn about data management features
of Tableau, how you can manage your data better,
how you can tweak your data a little bit if you want to. How you can filter the data. How you can sort you visualizations. How you can group the data together. How you can create hierarchies
so you can drill down through the data. How you can join multiple tables together. If it's not possible to join
them how you can blend them together so you can put data
coming from different sources into one single visualization. If you have time dimensions,
like any other software Tableau also gives you special part to handle time dimensions. So what are these special
parts we are talking about? So all those details
we are going to explore in Detail Management section. Then we'll have Data Manipulation. Where we learn about data
manipulation, you have your data in your raw file but it
doesn't contains the details which you require exactly. You have let's say revenue,
and you have cost, okay? But you do not need revenue and cost, what you need actually is profit and loss. So how can you make use of
calculated fields to reach to the level of details which you want? Reach to the data which you want? So exploiting the
calculated fields property. How can you make table based calculation, how you can create
table based calculation, convert absolute values
into percentage values, calculate totals and subtotals,
all these kind of details we are going to look at. Then we'll look in parameters, if you want to capture details,
data from external users. The people who are using your dashboard. So we can make use of parameters. So what are parameters? How we can use them effectively. How you can subset the data. If you want to focus your analysis only to a particular section of the
data, not the entire data set. But only to a particular
section, how can you do that? By leveraging the subset
capability of Tableau. Then we'll learn about some
advanced topics of Tableau, like level of details calculation. Which is sort of like you know? A very hot topic, and a lot
of people on discussion forums are talking about the LOD calculations, so we'll explore that. Aggregation concepts, so this
is a very conceptual thing. And now here is one thing
which really differentiates an instructor based course
versus a self learning course. So if you go through a
book or a training video this is a rather complex concept to get. And it really takes some time and effort to grasp the aggregation
concepts of Tableau. So we are going to go
through this as well. And then context filters,
what are context filters? Why are they useful? When to use them, so all
these details we will cover. And this is just a limited list there will be additional topics which are not listed here,
which will fall under either of these domains. And we are also going to look into advanced analysis features of Tableau. So I understand many of
my learners come from technical background and they
do not have understanding of predictor model, so
what is predictor modeling? How can you predict the
future using historical data? The concepts behind it,
and the mathematical, not exactly mathematical description, but an introduction to
mathematics behind it using non-mathematical discussion. So I'll try my best to use
non-mathematical discussion to explain these concepts to you. Once these concepts are
clear we'll go ahead and implement them using Tableau. So Tableau has some predictor
modeling capabilities. Using Tableau we can
perform regulation analysis and time series analysis, we'll explore those features of Tableau. But, if there are certain features which are not available in Tableau, obviously Tableau is a visualization too. It's not a predictor modeling software. So they'll be some
restrictions when it comes to building predictor models using Tableau. So in that case we can always
integrate Tableau with R and we can exploit the capabilities of R and fetch our data within
Tableau, and then visualize that. So how to integrate
Tableau with R, that also we are going to learn. Now I want to make it
very clear this course is not focused on R,
this particular thing, integrating Tableau with R,
from Tableau's perspective, of course I'm gonna
tell you all the details how you can connect Tableau with R. But this also requires
some basic knowledge of R programming language. At least to start off with,
then if you want to integrate Tableau in R in a more effective manner, you can always build your
capabilities around R. And you can sort of like
you know be able to make a title integration
leverage capabilities of R even more effectively. And then finally after we have
developed our visualizations, after we have created all of our work, we have become comfortable
using Tableau, we will learn how we can present our
work through dashboards, through stories, how can we publish our work to Tableau server. What is Tableau server? Even those details we will recover. How we can implement user level discovery, how we can schedule refresh, so it is automatically
refreshed behind the scene. And then finally we'll
have the project assignment where you will put all
of these things together into a complex project and
you have to present your work. So this will be Broad Course Overview, this was the Broad Course
Overview, and these topics are not going to fall in a sequence, okay? So there'll be some topics
which we are going to discuss which will involve data
management features probably, you know, those
topics will be discussed in the second session,
some of the other topics might be discussed in the sixth
session, so all these topics will be jumbled up in a logical sequence. Today we are going to learn
about introduction of Tableau. So first of all we'll talk
about Business Intelligence, all of you are from the BI
field, so you already have a fair deal of understanding
of what BI tools can do for you. And then we'll briefly
look at the benefits of BI. Then we'll compare
different BI tools and why we should pick up Tableau,
what are the advantages of learning Tableau? What are the advantages of
utilizing Tableau in your work? Then we will have an
introduction of Tableau and the different products
which Tableau has to offer. Then we'll install Tableau together. We'll compare Excel and Tableau, and we will start using
Tableau thereafter. So we'll pull our data in
Tableau, create our visualization, explore Tableau's workspace. And then finally we'll save our work and share it with other people. So that will be our agenda for today. Before I start off could you
please ping me and let me know if all of you have
worked in Excel in past? Are you aware of pivot table
functionality of Excel? All of you, or maybe someone who has used Excel formulas in past? Okay so I can see Vaneet
has used Excel in past, how about others? Dinesh has used some
basic Excel properties. Is there anyone who has
never used Excel ever? Shelpa has worked a little bit on Excel. So I can see some of you
have actually worked in Excel in past, and everyone has used Excel. So that's nice, actually see there are no prerequisites
of using Tableau. Tableau is such an easy software to learn. There are no technicalities involved. But if you have worked in
Excel in past you will realize eventually while going through
the calculated field section maybe when we are building a
summary table you'll realize that some functionalities of Tableau are very similar to Excel. So it'll be easier for you to pick up. Those of you who have not worked on Excel, no need to worry, Tableau
is really easy to learn. So let's start off. First of all, let's
understand about the field of Business Intelligence,
actually I'm going to go through some initial topics really
quick because all of you are from the BI domain, but
if you have any questions at any point of time, do feel
free to raise your question. So Business Intelligence,
what do you understand about Business Intelligence? Could you ping me your
answer, what are the uses of Business Intelligence,
why is Business Intelligence important to an organizations? Whatever is your understanding of BI. What is the main benefit of BI? So BI helps us to get inside
to the business situation. Especially if we have large volume of data BI tools helps us churn
that data and get insights which can be used for decision making. We can use BI tools to
make raw business data to interactive business data. So we can slice and dice
the data, we can drill down and find the root cause
of the particular problem, all the stronger areas. It will help us improve
our business eventually. So all of you are pointing
in the correct direction. It converts data into
information, that's correct. So let me just go ahead and provide you a formal introduction of BI. So BI is a technology driven process. We use technical tools, we use softwares. And we use them for analyzing data, and presenting actionable information. So we churn that data, we dig
out actionable information. There might be lot of information which may come out of our data. Some of them might not be actionable. So let's say if we are trying
to solve a particular problem. So problem statements
probably will be given to us. If not we should have that
correct domain knowledge to figure out what kind of
information is actionable. So we are going to present
that actionable information to executives, business
managers, that will help them make more informed business decisions. So that is the primary purpose of Business Intelligence tools. And BI falls under the
big umbrella of analytics. So analytics has different sort of stages, or complexities, or different
phases should I say. So we have descriptive analytics, we have diagnostic analytics,
we have predictive analytics, and we have prescriptive analytics. So as we move from
descriptive to prescriptive the difficulty of executing
the solution increases. And the value also increases. But in a typical
organization almost 70 to 80% of the analytic activities hover
around descriptive analysis and diagnostic analysis. So these two domains broadly fall under the realm of Business Intelligence. There are some components
of predictive analysis which also falls under Business
Intelligence, not really, not deep predictive analysis
but general regression, time theory, these kind of things. And Tableau has that capability. So Tableau's a BI tool,
which helps us figure out what has happened in past,
and why did it happen? And at times using Tableau,
if we use Tableau effectively we can also predict what
can happen in future. We cannot do prescriptive
analysis, we cannot tell business that if you want to make something happen this is how you should go ahead. So prescriptive things we are
not going to do using Tableau. So these are different
stages of analytics. There are different benefits
which BI has to offer all of you are from this
domain, so you are aware of the benefits of BI. So it makes it easy to
access shared information, you can access your BI
solution through a web order, through your web browsers,
so it's really easy to share your work with other. And it enables real time
analysis with quick navigation. You can slice and dice through the data. You can apply filters very, very quickly. It will help you identify
waste in the system. It will reduce the risk of bottlenecks. It will help you know
your business better. And it'll improve the
decision making process. A lot of benefits which
BI tools has to offer. And that's why the industrial
option has been phenomenal. Even a small size company if you go in there'll be some BI tools
which they have implemented. And hence there are so many
different vendors out there which provides BI solution
to different enterprises. We have solutions from SAS, we
have softwares from QlikView. We have solutions from Tableau, Oracle, and all these different vendors. This is only a limited list, on Wikipedia you can actually
find a more elaborate list. So, we have all these different
softwares, why should we go for Tableau, what are
the advantages, what are the strong points of using Tableau? Let's try to understand that. So why Tableau? Here is a chart published
by Gartner, this is called as a Magic Quadrant You guys are aware of Magic Quadrant? Ever seen any of the
Magic Quadrants in past? So Gartner is like a
independent consulting firm, they try to evaluate softwares,
they publish their results for different IT companies. So how to interpret this chart, it has four different section, Visionaries, Niche Players,
Challengers, and Leaders. Leaders are the top service providers, Leaders are the top vendors. So here in the Leader
section in the BI domain, data visualization in BI, we have Tableau, we have QlikView, and we have Microsoft. There are the three Leaders,
and Tableau has been in the Leader quadrant since last
I think five, six years now. And it has pretty much been
on top when it comes to ability to execute, Tableau is
very, very easy to work with. And it can almost solve
any dashboarding problem you may have, any kind of
dashboarding problem you have, Tableau can come to rescue. So, from a company's perspective why do they generally choose Tableau? Because it can catch up to almost all kind of BI requirements. You want to build a drill down dashboard which will help you
figure out the root cause of a problem, Tableau can help you. You want to build a solution
which multiple users can access, they'll be
appropriate user level security, they'll be nice visualizations. They can access the visualization through their mobile device. Visualization can
immediately be extracted, put into a ppt and shown in
a company level presentation. All of these requirements
Tableau catch up to. Plus Tableau can handle
really large volume of data. If you are working on big data sets Tableau can help you there. It doesn't slow down,
it can actually handle very, very complex data. Your projects will be executed,
they will be completed in a faster manner. Tableau is very easy to work
with, it's just drag and drop. You will get immediate
feedback for your work. Whatever problems you're
trying to investigate you can do that in matter of
minutes, I'm not talking about days or months here, okay? So it's just in a matter of
minutes you'll be able to create very, very effective
visualization in dashboard and deployment, so very
fast project execution. It has excellent drill down and slicing and dicing abilities. You can apply visual filters. You can in fact connect
all the charts together and figure out the source of
the problem almost immediately. So that is one of the
main uses of BI Tools. And Tableau is really,
really good at that. Plus in addition to that Tableau is constantly evolving and improving. So I've been working on Tableau
since almost like 2011 now and I've worked on several
different versions of Tableau. One thing which I can tell
you from my experience, is Tableau puts in a lot
of effort and commitment in improving it's product. So whatever problem you are facing with your current instillation of Tableau, if you want additional
features in Tableau there are discussion forums, you can
go there, post your comment, there'll be other people probably posting some similar comments, and
Tableau will try to pick them up and implement them in
their future version. So version 10 of Tableau,
which we are going to install today it released
a few weeks back, so it's a recent release they have made. Prior to that we had version 9.3. So from version 9.3 to
version 10 they have made very, very impressive updates. Working with multiple data
set, if you want to work with a web data source,
all these new features they have added now. So you'll realize it
yourself once you start working on Tableau, once
you start evaluating different versions of Tableau,
some historical versions, and the current versions,
plus the future versions, you will see that they are
evolving, they are improving their products in leaps and bounds. Plus there has been tremendous growth in industry adoption of Tableau. So again, talking about
in 2011 very few companies used to use Tableau. Now, from 2011 to date I
have changed job twice, (chuckling) and all my companies,
wherever I have gone, they have been using
Tableau, so industry adoption have been phenomenal. And recently I traveled in
Australia and people there from different departments,
they were talking about Tableau. So it's become really famous
and people sort of like are appreciating the
abilities of Tableau now. So these are some of the reasons why companies are preferring it. From an analyst's perspective
if you are going to work on Tableau what all
benefits you are going to get? So there'll be some good career opportunities which Tableau offers. Even in India or abroad,
North companies since they're adopting Tableau
they're looking out for people who can execute their job for them. So there are some good
career opportunities if you learn Tableau. In addition to that Tableau
is really easy to learn. So we are going to build our
very first visualization today and you'll realize it
yourself that Tableau is really, really easy to work with. There are no technicalities involved. Having said that, they'll be few sessions, one on calculated field,
another one data blending. But there are some topics
which are a bit technical and a bit difficult to grasp initially, but once you practice it enough it will become easy. But apart from that 80%
of content in Tableau is really easy to pick up. And it's fun to work with,
so you do not have to write pages and pages of code
and then execute them, and then see a boring black
and white chart, a flat chart. All you have to do is drag
and drop and within minutes your entire work will be ready in front of your eyes immediately. It's very, very interesting
and fun to work with Tableau. Plus it has modern age look and feel. Without much effort
you'll be able to create really impressive charts
and visualization. So this is based on my
understanding I put down these perspective, so these
are my thoughts actually. But you may choose to
differ, you may choose to add some additional points
later on to this one. So learning Tableau I
think is a good investment to your time and effort. Now from a job perspective
Tableau has some really good career opportunities to offer. I took the screenshot
personally from Indeed.com. It was like two months back. And this is showing percentage
growth in Tableau jobs. So you can see the market
for Excel, bBusinessObjects, trivial tools, and it's
sort of like going down now. So in Excel there has
been like a 12% decrease in job opportunities, in bBusinessObjects there has been like a 2% decrease. ClickView job opportunities from 2012 through 26th of
February it has doubled, 100% increase, but for Tableau since February 2006 starting
from 2012, job opportunities have increased six times. If you look at almost
2016 job opportunities have increased 10 times at this point. So that's a phenomenal growth. So a lot of career opportunities there. Another screenshot I took yesterday, here we are comparing to the
job postings, as you in like the absolute number of job
posting between Tableau, ClickView, MicroStrategy,
Cognos, all of them are BI tools. And you can see Tableau has
most number of job openings. And it has actually surpassed
all of these tools in past. So I think and I can vouch for that. It's really worthwhile to
invest your time and effort in learning Tableau, so
let's start learning Tableau after this context build up. So let's start learning Tableau. What is Tableau? So Tableau is a BI
software that allows anyone to connect to data very, very easily. There are so many data
connection options available. And you can connect to
any data by just clicking and adding your credentials. And then you can visualize that data just by dragging and dropping. Building Tableau visualizations
is really, really easy. And you can create interactive
sharable dashboard. Dashboards which can interact
where different visualizations can interact with each other. You can sort of create
actions where you can click on one chart and rest of the
charts will filter down automatically based on your selection. And it's really easy
to share the dashboards which you create, it's
very easy to share them with variety of people. Even a large group of
audience if you have, you can easily share your
work with all of them. I've told this multiple times that Tableau is very, very easy. If you have learned Excel in past you can grasp Tableau, just
within fraction of minutes I would say, but there will be some technical complexity though. But, it's very easy to
use and it can satisfy even the most complex analytical problem. So using Tableau you can build
almost any kind of dashboard which you desire to, to the time you have access to the data. What are the different
product offerings of Tableau? So Tableau offers products for developers for which you can develop dashboards. So the flagship product of
Tableau is Tableau Desktop. The license cost of Tableau
Desktop is almost $2,000, the one which companies, Enterprises use, it will cost around $2,000. But if you want to evaluate
this before actually purchasing you can go for a 14 day trial. I'd recommend all of you do
not install Tableau Desktop right now, if you do not
have licenses, do not install Tableau Desktop for trial period, hold on. After we have like four or
five sessions, after that, you can install Tableau
Desktop, so that way you can utilize all the knowledge you
have acquired in the sessions, you can utilize all of that knowledge to evaluate the capabilities
of Tableau Desktop. Now you have created your
dashboard using Tableau Desktop you want to share it with
other people, you can use Tableau Server, or you
can use Tableau Reader. Either of them, either Tableau
Server or Tableau Reader. Tableau Reader is free
of cost, Tableau Server you have to invest some money. So you have to set up certain
hardware in your company and you have to whatever
solutions you have created they'll be hosted on
that particular server people can use a web browser
to view your dashboard. And the interactive feature
will still be intact. To they can use mobile
Chrome or Internet Explorer to slice and dice the data. The visualizations will be
drawn on that web browser. In case if you have
already installed Tableau, no problem, you can
install different versions of Tableau, so if you want
to evaluate it further, if you have installed
let's say version 10, you can uninstall it and
you can install version 9.3 and continue your evaluation. On top of that you can
always drop an email to Tableau support and they
can extend your license by a few more days. If you have a student id card
there's a student version available which will last for one year. Anyone here who has license
version of Tableau Desktop? Okay, seems like no one
has the licensed version of Tableau Desktop, no problem. We are going to use Tableau
Public, for learning purpose we can use Tableau Public
which is absolutely free of cost with certain limitations. What are the limitations? You cannot save your file locally. If you want to save your
work you have to essentially publish it online on Tableau Public. And it will be available
for everyone to view. If anyone comes visiting
your profile and looks at all the dashboard you have published they'll be able to see that. You won't be able to restrict any user in viewing your work. So Tableau Public has
that serious limitation. So if you want to work
on your company data you cannot do that using Tableau Public, not at all, it will be
available to everyone. So only open source data you
can use using Tableau Public. Also Tableau Public can connect
to limited data sources. We'll look into those details shortly and it has a one million row limit. So you can build
visualization on your data 'til the time you have your
data is within one million rows. Also you cannot integrate
Tableau Public with R. You have to have Tableau
Desktop for that purpose. And that's why I'm saying
hold on installation for a couple of weeks,
during our last two weeks when we'll be learning about
advanced analysis at that point in time all of us
will install Tableau Desktop for 14 days and we will
also install R and I will help you with that. And we will integrate them together. So these are different
products offerings of Tableau. There's one product which
I didn't talk about, that's Tableau Online, that's nothing but hosted Tableau Server. If you do not want to
install, or invest money, or sort of higher technical
competence from the market for maintaining that Tableau
Server, then Tableau will take some extra money
from you, and it will post your solution onto
their particular server. You do not have to install
or maintain any hardware. They'll take care of that,
they will provide you log in credentials, you can just log in and share your work with other people. All those user maintenance, everything will still remain the same. So major products of
Tableau, Tableau Desktop, and Tableau Server. For learning purpose we
can use Tableau Public if you want to create
visualization and dashboards for only a limited number
of users, let's say three, or five, or six users. In that case you can also
go for Tableau Reader. Tableau Reader is just like a pdf reader. So people have to install it. So they'll be an executable,
you'll have to ask them to install that exe
file, and Tableau Reader will get installed onto their computer, you can create your files,
you can share it with them. They can open the file
using Tableau Reader. They cannot create a
visualization but they can use the visualization. All the interactive features
of the visualization will be interactive if they
are using Tableau Reader. So these are different
products of Tableau. Now, let's actually, it's
time for some action. So let's actually go ahead and compare Excel and Tableau together. So I'm going to share a
working file with you, a data file with you,
just import that file in Excel, just open that file in Excel, and try to show the following summary. Let me just display the
file in front of you. So here, I'm going to share the path of this Google share drive and please bookmark the spot,
because all the data files which we are going to use in the sessions, I'm going to upload all of them in this particular folder. So through the chat window
I'm going to pass on the path of this shared folder. If you go to the chat window
you will see I have shared the path of this folder,
please go to this folder and download this file EX1.csv. Once you have this file please
try to open this up in Excel. And let me know if you are
able to view this raw data. Please ping me and confirm to me once you are able to view this file. I'd request and suggest to all of you to make all the sessions more interactive, be quick on the keyboard. Try to post any questions you might have. If I'm asking you for certain confirmation just be quick on keyboard so
we can move onto the next topic and we can start our work immediately. Awesome, so I've got
confirmation from Vaneet, I've got confirmation from Shelpa. No problem Dinesh, you
can practice it later on. So if you have questions just let me know. Got confirmation from Anan,
I'm assuming others were able to get this file as well, just in case if anyone
is having any difficulty in getting access to this
file please do let me know. And please make sure you have
bookmarked this shared folder which I've just shared the
path of that folder with you. So please bookmark that. So this is the data we have. Let me explain a little
bit about this data. This data contains information about different cities of India,
which state the city falls in. What is the population of the city? And what is the crime rate? Simple data. We have, how many rows of data we have? Almost 43 rows of data we have
data for 43 different cities. The population, crime rate,
and which state they fall in. Using this data, if you are aware of the pivot table functionality of Excel, if you can use PivotTables,
and try to show the following summary. Total population of each state. Average crime rate of each state. Maybe create another pivot
table which will show the same information for each city. And the second pivot table,
if you can make a provision. So I can filter that by state. So for example I want
to see state of Gujarat or state of Uttar Pradesh. How many cities are there in
the state of Uttar Pradesh? What is the total population of each city? What is the average
crime rate of each city? So state by state summary,
and city by city summary. Summary should have an ability
to be filtered by state. Is the question fair, the
problem statement is fair I hope? Those of you who do not
have any prior experience of working on Excel no need
to worry because I'm going to answer this quiz in a short while. But let me just allow some time to others who want to create the
summary table on their own. Awesome I've got confirmation from Vaneet. So Vaneet was able to
create this pivot table, how about others? So just in case if you do not
have licensed Excel no problem let me create the summary
table for all of you. So our task is to figure
out the total population by state, average crime
rate for each state. So let's first build that
particular summary table. So to build a summary table
using PivotTable in Excel, we need to first select
the data, we go to insert, and create a pivot table. If anyone is not able to
follow any of the steps if I'm doing it too fast,
just please let me know so I can repeat the steps for you. So we'll drag and drop
state on the row labels. So one row will appear for one state. So we'll have multiple different rows, one row showing one state. Then we'll drag and drop
population in the Value section. I'm going to share the part
of this Google share drive once again, let me do that. For those of you who do not have part of this shared folder, here it is. So if you go to the chat window you will find link of
the shared folder there. So Mr. Choudry please try
to open that folder and let me know if you are able
to access this file, EX1.csv. So in the meanwhile let's
proceed ahead with our preparation of this summary table. So we are trying to create a summary table which will show us
different states of India, and their total population. So I'll go and change the
summarization to a sum. So now Excel PivotTable is showing me different states of India
and their total population. If I want to look at average
crime rate for each state I will drag crime rate and
calculate average crime rate for each state. So these are different states of India, their total population
and average crime rate. I can copy and paste this
pivot table and replicate this for different cities of India. And put state in the Filter section. I'm doing it a bit fast because our focus is on learning Tableau, and
I'm assuming that all of you have worked in Excel
a little bit at least. But just in case if anyone
wants me to repeat the steps. Thank you Mr. Choudry for confirming that. Anyone else who do not
have access to this file please do let me know. So here we have different cities of India, their population and crime rate. And if I want to filter it
out for a particular state I can do that. I just click on this drop down, select a particular state, hit Okay, and I can see different
cities for in that state, what is the average crime rate? Total population, this
is the summary table we wanted to build. Now when it comes to
Excel we have pretty much hit our threshold, if you want to further with this data make it look
pretty or, we cannot do that. It's pretty much everything
which Excel has to offer. We can create some basic charts of course, but that's not going to really help us. Same solution, how can we visualize that, how can we display that? How can we create a summary of
this information in Tableau? Let me show you what Tableau can do. Same data, visualized in
Tableau, summarized in Tableau. We have crime rate, and
population by states. We have crime rate and
population by cities. So you can see we have highest crime rate in Jammu and Kashmir. These states have lower crime rate. If you hover your mouse
you'll be able to see the population as well. In fact the population
is also written here on the label section,
it is highly customized. It is showing population in millions. And here we have a little
presentation of different cities and they are shaded. So if the shading is a
deeper shade of red, it means it has more crime rate. If the size of the
bubble is larger it means it has more population. For example here Mumbai,
it has more population, a larger population. But the crime rate is not very high. Srinagar on the other hand
it has smaller population if you compare it with
Mumbai but the crime rate is very high, and we have
some other cities where the crime rate and
population both are very low. At any point of time if
you want to filter down by a particular state all you have to do is click on that state. So you click on that state
and Tableau is going to filter down the data on the next map, and it's going to show you only cities which are falling unde that state. So we have all these different cities falling in the state of Madhya Pradesh. You wanna look at cities of Rajasthan you can make a selection and Tableau will show you
the details behind them. If you want to select
multiple different states you can do that as well. Okay, so same solution
using same data in Tableau. Now my question to you, let's
say if you are my manager, I'm an analyst working for you, and you are going to
require this work from me, you have asked me to work on
this and now you're going to present it to higher level management, these two solution, one in Excel, another in Tableau, both
showing same information, which one would you prefer? Tableau solution or Excel solution? On top of that if I tell you the effort, the kind of time I've spent
creating this solution in Tableau, is similar,
maybe a few minutes more than what I have spent in
Excel, but it's almost similar comparable, to what I've spent in Excel. So it's not a big effort
which I put in here. Now, what will be your answer? Between these two solution which one are you going to prefer? I've got two responses,
three responses for Tableau. And it's an obvious choice I think, right? So between Tableau and Excel there's absolutely no comparison. No comparison at all. Tableau wins hands down. And on top of that the effort is similar. So you can see Tableau
is really, really good at creating really
appealing visualizations with very little effort. Here is another Tableau
dashboard as you can see this is trying to visualize some data
from automobile industry. So we have data for certain cars and it's trying to visualize that. It's trying to establish a relationship, power of the car versus
mileage of the car. Different key starts in the
collection of cars we have. What are the body styles
of the cars we are selling. How many are sedan, how
many are hatchbacks? How many are types, if they
have a four-wheel drive, forward-wheel drive,
what is the fuel type, diesel or gasoline? What is aspiration, what are
the dimensions of the car? At any point of time if
you want to see the details only let's say diesel cars, okay? All cars collectively this is
the relationship between them, mileage and you know? Or horsepower, diesel,
different body styles available, all cars collectively. What about diesel cars only? I go ahead and click here. The entire dashboard is now going to filter down and show data
only for diesel based cars. But for diesel based cars
this is the relationship. In diesel based cars these
are the models available. These are the dimensions,
average dimensions are for diesel based cars. And diesel based cars we do
not have four-wheel drive. We either have forward-wheel
drive and rear-wheel drive. You want to drill down to
details you can do that as easily as possible. Gasoline based cars with
third wheel aspiration. I've applied two filters now. So these are the different
specs of gasoline based cars with diesel aspiration. You want to remove the
filters you can do that. So it's all these dashboards
we are going to build together. So it's part of our course
curriculum, so they'll be one particular session where we are going to build
this entire dashboard. So I'm now going to
take a pause and ask you do Tableau dashboard
look compelling enough? Do you find them interesting? Visually appealing, is it
something which interests you all? Awesome, thank you Shelpa,
thanks for sharing feedback, how about others? Interesting, right? Really visually appealing. And on top of that working
with Tableau is a breeze. It's so easy to work with Tableau. So, let's start off with our formal learning
endeavor of Tableau. So what we are going to do
next is we are going to install Tableau and we'll build our
very first visualization. So Anan hey, Anan thanks for
your comment, you are new to BI, and no problem at all
because we are going to learn Tableau, and it's like a
very impressive BI tool. And it's really easy to learn. So here we go we'll start off
by installing Tableau now. So how do you install Tableau? Let me provide you some steps
which you need to follow in order to install Tableau. And following this we are
going to take a quick break. In the meanwhile please go
ahead and install Tableau onto your computers,
steps are real simple. Go to Google and search for
Tableau Public download. Follow the first link. There you will see a option of signing in. So just sign in, create a
profile of yours for free. And you can provide your
personal email id if you want to. Sign in and then provide
your email address and download there. Let me show you the steps
using my web browser. Open up Google and search
for download Tableau Public. So they have sort of
come up with a community, Tableau Public community, in fact what you should be doing is don't go to this community page, let me just back off a little bit. Just search for Tableau
Public, and it seems that they have totally moved it to
Tableau community it seems. So just hold on for a
second, let me just search for that link, so the link
is download.tableau.com and then you know. Log in. Okay, here it is. If you go to Product
section there's a section for Tableau Public, you can go there. So public.tableau.com/s, this one. I'm going to share this
link through the chat window and you can just straight
away follow this link if you do not want to indulge
in this Google search thing. So just go directly to this link. Click on the sign in section,
create a profile of yours. And then sign in using that profile. And then you will have an
option to download that. Just provide your email id
and click download that. That way you can install Tableau Public. And you can also sign
in and save your work. So it's important to create
your id on Tableau Public, because otherwise you will
not be able to save your work. You will be able to install
Tableau, but you will not be able to save your work. So if you already have a
evaluation version of Tableau then it doesn't, I don't
think you are required to actually go ahead and
start Tableau Public. But you can have two
different version of Tableau if you want to, it's possible. So you do not really need to uninstall your Tableau installation
and then install a new one. You can have two installation of Tableau. You can have both Tableau Desktop
as well as Tableau Public. What I suggest is it's better
to have Tableau Public, so you will be able to
relate to the interface which I am using. Alright, so I can see Vaneet
has installed Tableau Public. Who else was able to install it? If anyone is having any
difficulty please do let me know. I can make you the presenter,
help you step by step. So Shelpa has installed it. Dinesh is already
downloading the software. Mr. Choudry how about you? Were you able to install Tableau Public? Anan was able to install
it, and Mr. Choudry as well. Awesome, so it seems all of you were able to get Tableau Public. Now I think we're all set. Okay, Vaneet you have
already installed 9.3, that's awesome because see interface wise there's a little bit of
difference between version 10 and 9.3, but it's not so
different that you will not be able to relate between them. It's more or less similar, conceptually interface is similar. So even if you have
9.3 that's good enough. Okay, so let's start using Tableau now. Step number one if you
could open up Tableau. So go to Start menu once you
have installed Tableau Public go to Start menu and
open up Tableau public. So here I'm doing that, I've
just opened up Tableau Public on my computer. As soon as Tableau opens
up you'll be able to see the start page of Tableau. And they'll be three
different sections to it. So here Tableau Public is opening up, I have version 10.2
installed, you might be having some other version, it's not
going to cause any trouble because mostly the updates
which Tableau does. So it's in the functionality component, so functionality increases. I've seen a lot of software
where what they do is they drastically change the
interface of there software, I have never seen that
problem with Tableau as such. There focus is always on
improving functionality. So this is the start
page of Tableau, it has three different sections. Left hand side you will
find the Connect section from where you can connect
to different data sources. Middle section is the Open
section, from here you can open up your work. Let's say if you have saved
some work on Tableau Public, you can open it up from here. Let's say if you are using Tableau Desktop instead of saying open from Tableau Public it will just say open,
so you can click on that and you can open a file
which has been saved locally onto your hard desk. The right hand side is
the Discover section. This section you can use for
learning more about Tableau. So what I can suggest you is
you can go through these videos these are like very, very short videos. One video will be probably
not beyond five minutes or so. It'll give you some overview
and introduction of Tableau. But our training session
will be much more detailed if you compare them with
any of these videos. And plus here in the bottom hand section specially this link
which Tableau provides, Sample Data Set, if you follow this link you can acquire certain data
set which Tableau publishes publicly, you can acquire these data sets. And you can use them for learning purpose. So there are different sample data set which Tableau has published,
for example some related to government of working,
some related to education, some are in Excel format, some
of them are in CSV format. You can download any and as many of these data sets as you want, and then you can use them
for your practice purpose. So in this particular course
I'm going to share with you a lot of data sets which
you can utilize for your practice purpose as well. So my data set will be different from what I've published here. So this is the start page of Tableau. Just let me close all these windows, so this is the start page of Tableau. Now if you want to connect to a data you can go to the Connect section and you can follow the appropriate link. For example here, this Ex1.csv,
the file which all of us just downloaded, this is a CSV file. This is a text file, so we need to go to the Text File section. Make sure if you want
to refer to a text file you are not choosing any other option. You will still be able to
browse through that file but Tableau will not
be able to import that. Tableau's eventually going
to show you an error message if you make a wrong
selection in the first step. So make sure you are
selecting the correct option. So if you want to connect to a CSV file make sure you have selected
this text file option. So let's all do that. Open up Tableau Public, connect to this text file, and browse to this Ex1.csv. And let's hit Open button. So CSV is text file. Okay so I'm going to take a pause here, let you all catch up, once you
are able to see this screen where I am right now please
ping me an confirm to me so we'll proceed ahead
with our discussion. So the steps which I
have performed so far, I have gone to Start menu,
opened up Tableau Public, and I've chosen the text file
option to browse to Ex1.csv. If anyone needs any help with
Tableau Public installation please do let me know. So once you are able
to reach to this level please ping me and confirm to me. Alright I've got
confirmation from Reendra, how about others? Got confirmation from Vaneet. Sure, Dinesh once you are
able to install Tableau Public try to connect to this
file and if you face any difficulty do let me know. I've got confirmation from Anan. Shelpa how about you? Done, awesome, thank you for confirming. Mr. Choudry how about you? Are you able to connect to the CSV file? Okay, thank you, so all of
us are on this screen now, and this one is the
Data Connection screen. Here you can see the data file
which you have connected to. Let's say if my folder
right now it contains only one CSV file. Let's assume that it contained
other CSV files also, all of those CSV files
will be listed here. These are the columns
containing the CSV file. So Ex1, we have reviewed
this file in past. So it contains city name, what
state that city's falling in, what are the population,
and the crime rate in that particular city. Plus, there are some identifiers. ABC stands for string value,
so these are string values. This globe like symbol will
stand for geospatial value, or geographical value. These hash symbols, these hash symbols stands for numeric values. So we have four columns
with these properties. Let's say if you have
connected to a queue based data there's another portion
here, this will show you the extra data details. So you can see field names,
which table they are coming from and other search details. Since we have connected to a CSV file this particular portion is
not really important to us. There are some other
sections if you focus here there's one portion
from where you can apply filters on the data you
are trying to import. So if you do not want
to import all the data, if you want to filter
it out you can do that, you are going to learn
this in future sessions. And other options available
here, that's also something we are going to explore
in future sessions. Alright so now we have connected
to this data, let's go to this worksheet, step
number one, open Tableau, step number two browse through your file, step number three validate
if you are getting all the columns, all the rows,
everything is looking okay. Step number four, go to worksheet. Just click on this orange
tab here, Tableau will import the data for your work. So now this is our working canvas. Can I have a quick confirmation please, if all of us are able to
look at this screen now? Awesome, thank you for confirming that. We have a question from
Shelpa, how does Tableau understand if it is a string? Let me answer that. So what happens is if you see Tableau was able to
recognize some of the fields as a numeric field, so
crime rate and population Tableau was able to understand
these are numeric values. And then we have city, name, and state. City name Tableau picked
that up as a string value, and state it picked it
up as a geospatial value. Then there are some other
fields which Tableau has generated for us. Like measure name, latitude,
longitude, so what are these? We are going to learn about
them in our future sessions. Today we are just going to
make ourself comfortable with Tableau's interface,
and we are going to create our very first visualization. In fact we are going to create a really complex visualization today. The geospatial map which
I showcased to you, that is considered to be an
advanced topic in Tableau, but we are going to create that together. And you will see for yourself it's so easy to do that in Tableau. We have a very interesting
question from Vaneet, why geospatial sign was there for state but not for cities? That's a very logical
question, and it's surprising that Tableau was able
to recognize that state is geographical information but city name, Tableau is considering
that as a string value. And I can see both the
questions relate to each other. How was Tableau able to recognize
city name as string value? So what Tableau does is it
will try to scan some top rows from the data which we
have, in addition to that Tableau has some reserve names. Tableau will try to
compare your column names against those reserve names. So Tableau's really smart at
recognizing data correctly. If you have an id field, id field is generally numeric in nature. So if you have an id field
Tableau will be able to recognize that you have an id field and
Tableau will actually put that in their Dimension section. So we have two sections here. Dimensions and Measures,
so what are dimensions and what are measures, and how Tableau is able to classify the data. So first thing Tableau scans
some top rows of the data, data minds if it has string
values or numeric values, and then Tableau compares the column name against it's reserve name. So there are some reserve
names in Tableau like state, city, zip, all these are reserve name. Now city name, because it
has this additional text city, then space and a name,
this is not a reserve name. Let's assume the name
of this column was city instead of city name, the name
was just city, in that case Tableau would have put a
globe like symbol here. But Tableau hasn't done that,
Tableau has recognized this as a string value, in addition to that some of the values Tableau
has put under Dimensions area some it has put under Measure,
so what are dimensions, and what are Measures? Measure is something which
you'd like to aggregate, or perform calculation
on at some point of time. Mostly numeric values are measures. Dimensions are categories
which you'd like to summarize the detail on. So for example, gender,
gender is a category. A gender could either be
male, or it could be female. Where as age is a measure. Numeric values which you
would like to aggregate, for example average age. Maximum age, minimum
age, these kind of things which you'd like to aggregate
will fall under Measure. Categories will fall under Dimensions. So time, geospatial values,
string values, all of them will fall under Dimensions,
but having said that Tableau is smart enough to
recognize that id is a dimension. So let me ask you about certain fields. Now all of you have prior
work experience on working with data sets, so let me ask you. I'm going to quote certain field names, some values and you have
to ping me your answer. You have to tell me
whether it should go under Dimension or Measure, okay? So let's assume workforce data. So there are multiple different employees working in an organization
and the organization is capturing their data,
so one of the data point is department, which department
the employee's working in. Will that be a dimension
or will that be a measure? Okay, yes, that will be a dimension, okay that will be a dimension, right? Because you would like to
use them as categories. Department could be finance,
it could be HR, it could be marketing, it could be IT, all these are different departments. Now salary of different
employees, that is another data which the organization is
tracking, what will salary be? Will it be a dimension
or will it be a measure? Okay, so you'd like to
aggregate salary at some point. Anan how about you? What do you think, what will salary be? Will it be a measure or
will it be a dimension? It will be a measure right? Because you'd like to aggregate salary at some point of time. It's possible to aggregate salary. You can calculate what
is the average salary people are getting in a department. What is the maximum salary? What is the total salary we obtained? So salary is a measure. Now let me ask you, employee
id, that's another field, it's numeric in nature,
employee id can be 1009, 1129, so these kind of different
employee id is associated with each of employees,
it's numeric in nature. Will it be a dimension
or will it be a measure? Okay, it will actually something which you'd
not like to aggregate will fall under dimension, always. Only those values which
you would like to aggregate will fall under measure,
so with that information what do you say? If you import something like employee id, where will Tableau put that? Under Dimensions, exactly,
it will be under Dimensions. Because you would not
aggregate the employee id at any point of time
you are not going to say okay, the average employee
id is 1095.32, no. It doesn't make sense. So some quick questions now,
you have to really type in fast and share your answer. Floor number, which employees
are working on, floor number, employee can be working on fourth floor, fifth floor, seventh floor. Will that be a measure or dimension? Okay, got answer from Vaneet,
Vareen too, how about others? It'll be a dimension, so floor
number will be a dimension. Reason is you'd not like
to aggregate floor number. You'll never say that okay,
some employees are working on fourth floor, some employees
are working on fifth floor, so in total they're working
from 5+4 which is nine floor. That's not true, also you'd
not like to average it out and say okay. So it's like you're going
to use them as a group. How many employees are
working on the fourth floor? Okay, 500 employees,
so a group of employees which belong to fourth
floor, they can be used for a grouping purpose, they are category. So dimensions, they will
fall under dimensions, floor number. Age, age of the employees, will it be a measure or dimension? Age of the employees? Age of the employee will be measure. Because you'd like to aggregate
it at some point of time. What is the average age of employees? Do you have younger employees
working in the organization or older employees working
in the organization. Youngest employee, maybe
young achievers you would like to nominate, okay? Senior employees, those
who are going to retire. So all those mathematical calculations you will be performing on age. So a measure, how about year of birth? Year of birth, year when
the employee was born, how would that data? Will that be a measure or
will that be a dimension? Just think if you would like to calculate average year of birth. Or maximum year of birth,
or minimum year of birth. Or sum of year of birth, no. Year of birth should be a dimension. These are categories, you'd
not like to average it out and say okay, two employees, one was born in 2010 another was born
in 1800 century, whatever. And in average two employees were born in 19th century, 1900, no. We would also not like to sum them up. So they'll be no aggregation,
you'll treat them as broad categories. So year of employee birth
will fall under dimension. So I think that gave you
some context of what are measures and what are dimensions
and we'll be coming back to this discussion again. So every time we are
going to import the data we are going to review
it and see if Tableau has done a good job of
categorizing them correctly. See Tableau is after all a tool, it doesn't have human intelligence. You have to at times correct the mistakes which Tableau has done. So for example here
Tableau has done a mistake. City name it has
identified as string value, it was supposed to be a geospatial value. Now what is the problem
which we are going to face if Tableau's not able to
recognize something correctly? We'll look into that in a short while. First, let's try to create
summary tables like these. So in Tableau you can create
pivot table like summary tables similar to pivot tables,
it's very similar. And Tableau works on the
concept of drag and drop. In fact Tableau is
asking you to drop feeds in certain sections of the canvas. Let me define different
components of Tableau now. So this is called as the Data Pane. Here you can look at the different data which is available at your disposal. This section, look at the mouse,
point of where I'm hovering this section we will call
it as our Work Canvas. It might be having some other formal name, we are going to call
it as our Work Canvas. Here these are called
as Marks, and Shelves. So these are different shelves, and these are marks and cards. So there are different
terms people use for them. Some call them card, some call
them shelves, some call them, so this particular
section is just for marks. We have filter shelf, we
have page shelf, okay we have column shelf, we have row shelf. Then we have these toolbars. And these are common
to any other software. All the software will have a
Toolbar and a Menu section. So we have some menu
items and we have toolbar. At the bottom of the
screen you can see we have these three items, this
is called as a Worksheet. Consider it like a Excel Worksheet. So this is very similar
to a Excel worksheet. You can insert more
worksheet if you want to. If you want to insert a new
worksheet all you have to do is click here, a new
sheet will be inserted. If you want to insert
a dashboard or a story which we are going to learn
about in our future session do that as well so from this section. Now we have this Analytics
section if you'll see here, just next to data we
have this analytic stamp. Here we have some common
analytical techniques which we'll try to
visualize from time to time. We are never going to look
into the analytic section. These all these different
options are available through alternate means, so constant line if you want to show or box if you want to create
a 95% confidence interval, what it means and we'll explain that to you in future sessions. So all these different
options we are going to use but not through the analytics section. Because this is just a redundant area. And maybe after few versions
Tableau might take it off also so we are not going to ever
go to the Analytics section, but having said that we are
going to explore all of them. All the options that we look in here, through alternate field. So this is the complete
interface of Tableau. Tableau works using drag and drop. You can create visualizations
in Tableau using drag and drop if you're using version
9.3 or an older version of Tableau the interface
may look a bit different, but essentially the components
will still be the same. So let's create a quick
summary table in Tableau. I'm going to try and create
the following summary table. This one. Different states of India,
their total population, and their average crime
rate, the summary table we are going to create. Step number one, take
state, drag and drop it in the Row section, either
you can drop it here, or you can drop it here. What does it mean if we
are taking this action what are we trying to tell Tableau? We are trying to tell Tableau that show the data contained
within the state column, so state column can
contain different data. There will be one data related
to Gujarat, Utta Pradesh, Maharashtra, so all
these different states, show them in different rows. So Tableau's now going
to create multiple rows. One row for each state. What have I done? I've dragged state, put
that in the Row section. One row for each state. I want to show state not in
the row but in the columns. So one column for each
state, that's what I want. In that case I will drag and
stay on the column section, one column for one state. That's not looking good,
so I'm just going to put it back on the Row section. One row for one state. Now I want to see the
total population against, you know we have the state names? I want to see total population against it. Drag population, drop it in this area. Says Abc, nothing is being
displayed, I want to display population there so drag and drop it. So now Tableau is showing different state and it's total population. You can compare it against the numbers which Excel was giving us. Andhra Pradesh, 84 whatever. Assam, 58, whatever is there. So you can see 84,000, 58,000. And the numbers will match. So creating such summary
tables as we did in Excel. We have the same functionality
in Tableau as well, we can always create a summary table whenever we want to. So quick check, try to
do this on your screen. And let me know once
you are able to create a summary table where I
can see different states and it's total population. Once you have created the summary table please ping me and confirm to me. Done. Question from Reendra, default
is sum for aggregated field, that's true, and I was about
to cover that discussion. So one thing which you have
seen is as soon as we brought population here Tableau
calculated sum of it. Is Tableau going to do that always? So I set two targets for
myself, I wanted to see sum of population for each state
and I also wanted to see average crime rate. So I want to remove
this population figure, want to show average crime rate, instead of total population I want to see average crime rate. So if you want to remove
something from the visualization you can do that, you just
drag and drop it away. Now again this Abc thing is showing up. What did I removed? I removed this text, see? These are different
marks, and you can relate to a mark using the icon. There's a T symbol on the
text, here also it says T. So the text which is
appearing it is nothing but sum of population. You can remove that and
you can take crime rate, throw it in the Abc section,
or you can also throw it on the text section if you want to. Anything will work you may
throw it on the text section here, see it is working. If I choose the second
route, take crime rate throw it in the Abc section,
that will work as well. So same thing you can create in Tableau using different steps. It's very easy. Now see our assumption was correct. Tableau by default whenever
you drag a numeric field on the canvas Tableau is going
to aggregate that using sum. Tableau's going to calculate
sum of that numeric value, that happens by default. But we can change that. So instead of sum I want to
look at average crime rate. All you have to do is right click here. Go to this section, right
click on this component which is responsible for
displaying the sum of crime rate, right click here, go to
the section which says Measure Sum, go to the section instead of sum choose average. Once you choose average
Tableau will start to show you average crime rate for
instant we can check that, verify it, Andhra Pradesh 172,
Assam 63.5, it is matching. Guys am I audible to everyone? Could you please ping
me and confirm to me? Dinesh are you able to hear me? Dinesh am I audible now? Okay, sorry to hear you
lost me in midfield. So is there something which
you want me to repeat for you? Alright. So now we are able to see
average crime rate if we want to. If you want to put in both population as well as crime rate we can do that also. Drag population, you
can drop it right here. That way Tableau will show
you both average crime rate as well as population, that's one way. Or you can drag population and
drop it in the Text section. So a little bit of different
kind of view you have got in this case Tableau is
showing you one state and then the average crime rate and population. So you can do it in different ways. What happens if you drag
population and drop it here? A new section appears
which is Measure Value, which is taken from here. So this is the same measure
value, if you want to put in different measures
Tableau will do it automatically so you do not have to worry about that. All you can do is keep
drag and drop them here, you can do that. So for example, if I want
to start from scratch, I want to just delete this
visualization all together this particular summary
table, I can clear the sheet, drag state, drag
population, drag crime rate, and convert this crime
rate from sum to average. So we have got our summary table. Different states, the
population and the crime rate. If you want to show population
first and then crime rate this is the order which
you need to change. See crime rate is appearing
first, and then population is appearing, if you drag
and drop population on top, I'm sorry, I just dropped it on top of it. So drag crime rate and
drop it below population. Now population will appear first and then crime rate will appear. You can toggle between it. Drag wherever you want to
look at at the first position. So you can choose the position of column which appears first. I'm going to take a small pause
here, let you all cover up. Once you are able to create
the falling summary table which shows different state, followed by it's total population, followed
by it's average crime rate. Once you have the summary
table ready please ping me and confirm to me and then we'll proceed to our next discussion. Okay, I've got confirmation
from Reender, Mr. Choudry. From Dinesh, Shelpa, that's
nice, so it's like you know really encouraging for
me as well to see you all so prompt on the keyboard. So let's make this totally interactive. We'll be able to cover many more topics if we do it this way. Got confirmation from Vaneet. Anan how about you, were you able to get this particular summary table? Anyone needs any help
please do let me know. We will create a new summary table now. Let's create a new field,
this particular summary table I created on sheet one,
let me go to sheet two. If you want to add a sheet
you can click on this icon. So let's add a new sheet. Let's rename the first
sheet which we created. Let's rename this. How to rename a sheet,
just right click there and choose rename. The first sheet which we
created let's call this as Summary Table by States. I have a few some short terms
here, so you can make it more descriptive if you want to. Summary Table by States. And then add a new sheet, this
time I'm going to take states show their population,
but I also want to convert the summary table into a visual format. I want to create a bar chart
out of this information. Okay so we have a question
from Shelpa, can we change the name of the column? Yeah we can do that. So this average crime rate
if we want to change this you can change it, it's
a bit premature topic for us right now, we are just
trying to become comfortable with Tableau's interface
but later on you will see it's really easy to
change the column name. It's not difficult you
can go to Editing section and you can say average
crime rate, if that's what you want to show ACR, okay. See, column name has changed. Let me just undo that, so
it was like a pre-topic but we are going to look
into aliases in much details in future discussion. Does that answer your question Shelpa? We have just created a new sheet. Here what I've done is
I've taken different states and I've taken their total population. I want to create a bar chart out of this, not a summary table, but a bar chart. To create a visualization
in Tableau it's very easy. You create your summary
table, then go to Show Me and then choose whatever
kind of visualization you want to create. Let's not jump horses right
now, let's try to stick, cover it step by step,
so do not try to explore other kinds of visualizations. There are so many different
visualizations available. Let's stick to horizontal
bars for the time being. Go to Show Me, this is
where you have options for creating visualizations. Go to Show Me after
creating your summary table go to Show Me and choose
this horizontal bars option. You click here and Tableau
is going to convert your summary table into
a nice visualization. And then you can close the
Show Me, this pop up window. So from this visualization
we can figure out that Utta Pradesh has maximum population. There might be some state here, this is non-sorted right now. But you can sort it easily. Here you see on the Toolbar
section there are options. If you want to sort it click here. If you want to sort it in descending order click on this icon. Very easy to sort. If you want to sort it back
again in alphabetical order here is a small icon which
we can use to sort it back in alphabetical order. So you keep clicking on
this icon you can toggle between different sorting
options available, sort it alphabetically,
sort it descending, sort it ascending, whatever you want to do using this small icon. So please try to create
the following bar chart and try to sort it in maybe descending order. And please ping me and confirm
to me once you have done so. Okay I've got confirmation
from Dinesh and Reendra. From Vaneet, Shelpa. And I'm assuming everyone
was able to get it done. But please do let me know
if you have questions. So this is how we can create simple visualizations in Tableau. Let's rename this sheet, let's call it Bar Chart State Population. Now let's create another
sheet, okay before we go ahead let me point one problem which
we are going to encounter because of Tableau's behavior. So here we created this bar
chart, if you go to Show Me area you can see we have other
options available as well. Okay you can convert this
particular representation into a tree map, now what is a tree map? Why is it useful? Something we are going
to discuss in future. Some of the charts are not
possible to be created. So a particular visualization
has a particular requirement, data requirement, that
data requirement Tableau is going to point out right here. For creating a Gantt chart
you need a date field. For creating a area chart
you need a date field. For creating a histogram
you need one measure. So whatever charts are not
feasible Tableau is going to dim them out, whatever charts
are possible to be created Tableau is going to keep
them open for your selection. So here let's not choose
a particular category let's try to stick to the
bar chart but you can see we have two geospatial maps also. A field map and a symbol
map, we are not going to select either of them right now. We are going to create them
shortly, but you can see they are available. The requirement for them
is a geospatial value. You see the requirements at
the bottom of the screen? There's a geospatial
value which is required to create a field map. So if I want I can create a
map out of the information. But if I take city name,
let's create summary tables by city name now. Drag city name, drag
the population I can see total population by city. Instead of total population
if you want to look at average crime rate you can do that. So I want to look at
total population and also the average crime rate, I can do that. So all summary tables everything
is possible to be created using city name as well. If you want to just show a bar chart of total population by
city you can do that chart of total population by city. Scroll down and look at the
cities, all this is possible. But, these geospatial maps
if you see at city level you cannot create geographical maps. Okay, why? Because city name is a string value. So Tableau made a mistake,
city name was actually a geospatial value. You can if I tell you city
name, out in a map location, Tableau should have done that as well. But just because of our
nomenclature of the column Tableau is not able to recognize it. So it's important for you
to figure out if your data has been recognize correctly by Tableau. So what can we do to change the data type? Now we know there's a problem
Tableau made a mistake, so can we fix that? We can of course. Right click on city name, and assign it a geographical role. Right click on city name, assign it a geographical role of city. If you do that they'll
be a globe like symbol which will appear next to city name. Now if you go to the Show Me
area you will be able to see these mapping options are available. Let's go ahead and
choose a mapping option. Actually Tableau is also
recommending you, okay if you hover your mouse over different charts, there's one particular chart which Tableau is saying recommended, let's choose that, let's go ahead with
Tableau's recommendation. Let's click on this particular symbol map. And by the way this is a
new feature of Tableau. For those of you who are
using 9.3 could probably confirm this recommended
feature might not be available in 9.3. So Mr. Choudry let me
repeat how can we convert a string information to
a geospatial information? Just right click on the
column which has been identified wrongly by Tableau,
and you can either change the data type, let's say it
was supposed to be a number but Tableau has captured it as a string. You can go to the Change Data Type section and choose a number. In our case it was supposed
to be a geographic value. So we can go to geographic
row and assign it the appropriate geographic
value, city in this case. And though we have
colored out our city name it's supposed to be city. So assign it a geographic row. Does that answer your
question Mr. Choudry? So we have created, tried
to create a map of India with different cities on it. Now we expected to see a map of India with different cities highlighted,
but that didn't happen. So we are actually looking at a blank map. Now this might not be
the case for all of you. Those of you who are using
your operating system let's say is set to, the country is India, the country settings on your
operating system is India in your case the map for
India will straightaway be created. But in my case and might
be for some other people whose operating systems
are for USA, or Australia, or some other country for that matter, this geospatial map will be blank. So Tableau's just going
to show you a world map which it totally blank. Could you please ping me and confirm to me if you were able to reach to this level? Are you able to see this same screen? Do you have city name
here, and a Google map? So Dinesh you are able to see Indian map. And Vaneet you are not
able to see Indian map. It's coming out blank for you,
just similar to what I have. Okay that depends on your
operating system settings. Now can you override that? Can I tell Tableau that
these cities are for India? Because Tableau right now is
not able to recognize that, yes we can do it. You see this particular
small section here, it says 43 unknown? Click here, just a left
click, single left click. And a new window will open up. Go to the Edit Location
section, just follow the screen I'm sharing right now,
I'll gave you some time to do it on your own. So what I have done, let
me just repeat the steps. I have gone to this 43 unknown section, and then I've clicked
on this Edit Location. And here is the problem, okay? My operating system settings are for U.S. And that's where Tableau is
thinking that these cities, they belong in the U.S. It was not able to find
any Agra or Amritsar in the country of U.S. okay? So we have to tell Tableau
explicitly that this is not, this data is not for U.S.
it's rather for India. So we are going to click on
this particular drop down. Go to this fixed area
and here we are going to search for India and specify
Tableau that this data is for India. Once we do that, see only
for a handful of cities there is a problem remaining,
for test of the cities Tableau was able to identify
the cities correctly. Now we hit Okay, and the map
on India will be displayed along with all those cities highlighted. So please go ahead and
try to fix the problem. Those of you who were not
able to see map of India please go ahead and try
to fix this problem. Let me repeat the steps
once again for you. By the way if I just
want to undo any changes which I have done you can always
click on these two arrows. One is for redo one is for undo. Now in Tableau there is no limit for undo. You can create the most
complex dashboard by taking a 1,000 steps, you can create
the most complex dashboard in the world and then you
can undo all of your steps and reach back to a blank screen. There's no limit on how much
undo you can do in Tableau. So that's a nice feature, very helpful. So the steps to fix this problem if your operating system
settings are different Tableau's not able to
recognize which country these cities fall in
go to this 43 unknown, the error which Tableau
is showing, click here. Go to Edit Location and
specify that the country in my data is not United
States it's rather India. Specify that and then Tableau will do rest of the job for you. Each undo will send you one step back. If you want to delete
the entire visualization, start from scratch there's a small button. Don't click it, otherwise
everything which you have created so far will go away. So here if you click on this
button it will just clear the sheet entirely. Quick confirmation, all
of us are now able to see this India level map with all these cities highlighted into it? Vaneet to answer your
question if you need India and USA both in that case you
need to have a country column as well, and we'll discover
that in a short while. Alright I've got confirmation
from all of you, thank you. Dinesh what is your question? Please go ahead with your question. Yes, yes, so we are going to discuss that. Now so for example in your
case the icon that's coming out to be different, we will try
to learn the conceptual details behind these different
components, what are marks? And why they're useful, how
we can treat the property of a map, so we are going
to discuss that in details. In the session itself, we will do that. So just hold on to that
question, it will be answered very shortly. Okay so in the meanwhile
I was able to display all the cities on this map of India. But still there are some problems left. Tableau's still saying there
are six unknown values. If you click here and go
to Edit Location again Aurangabad, Jodhpur, Korta,
Rangpur, Srinagar, Navi Mumbai, there is problem with
these six different cities. Now with Aurangabad, Jodhpur,
Korta, Srinagar, all of them, the problem is of ambiguity. Tableau is not able to determine
where to put these cities. Why is that so? Because there are multiple cities in India with the same name, so I
know Aurangabad one is Bihar another one is in Maharashtra. There might be some Jodhpur
city in some other state also. Here in our case Aurangabad
is falling in Maharashtra you can refer back to your data sheet and check for yourself. Aurangabad is in Maharashtra
and Jodhpur is in Rajasthan, so you can tell Tableau
and remove this ambiguity. And that way Tableau will
be able to map your data. Navi Mumbai, Tableau is saying
unrecognized because Tableau it doesn't know where Navi Mumbai is. So Tableau has a database
and within that database Navi Mumbai is not defined. All of these problems we can fix manually. Okay let's leave it, let's
not go into such details. Or we have some time, let's
try to fix this problem. We have a dedicated session
on geospatial mapping but we are sort of going
into details of things. But nevermind, click on
Aurangabad, next to that you will see a drop down, it's says enter a latitude and longitude, click here. A new window will open up,
what we are trying to do, we are trying to tell
Tableau that you are finding it difficult to show Aurangabad on map, let me help manually. So we are trying to fix
this problem manually. So Aurangabad latitude and longitude. Tableau's asking us to
feed the latitude longitude of Aurangabad. So let's state help of Google
let's search for Aurangabad, Maharashtra, latitude, longitude. As soon as we do that
Google is going to give us the lat long of Aurangabad
which is falling in Maharashtra. So Nameen to answer your
question we are going to have a dedicated discussion
on geospatial mapping where we will see how we can
custom geo code the data. If you want to use a different map instead of the default map of
Tableau how can you do that? If you want to show district
information all that, they'll be lot of discussions around the geospatial mapping
capabilities of Tableau, and there are many, so we will
look into the many details. Google showed us the
lat long of Aurangabad so we'll just copy 19.87, no
need to copy the entire text just copy this section,
19.87, copy this thing. Go to Tableau, enter it in
the latitude section, paste. Go back copy this one, 75.34
copy it and paste it right here so latitude and longitude we have defined. We say okay for Aurangabad
we have manually defined the latitude longitude,
how can we automate it? Is a obvious question which
we are going to discuss in our future sessions, okay right now we are going to do it manually. We have very limited
number of cities right now. But having said that there are better ways to fix this problem. So Aurangabad I have
mentioned the lat long, see this is the state of
Maharashtra, Aurangabad should appear somewhere
around here in this area, right now it's not showing up. But now we have specified
to Tableau the lat long now as soon as I hit okay,
Tableau's going to display Aurangabad on the correct position. But this way we were
able to reduce the number of unknowns by one, we have five unknowns. Click here, Edit Location,
now let's take a quick break of five minutes time right now it's 10:31 as per my clock, let's be back by 10:36. In the meanwhile, if you find
some time could you try to Google up the lat long of
Jodhpur, Korta, Rangpur, Srinagar, and Navi Mumbai
and try to feed that in. See for Navi Mumbai Tableau
will also gave you an option to map it against an existing
city, don't go for that. Just enter the latitude longitude. So just search these cities
on Google, enter the lat long. So did you find some time to fix problem for Jodhpur, Korta, maybe
few of the cities here? Don't need to fix this
problem for all of them but only maybe two or
three of them if you can. So in case if your not
able to find Navi Mumbai you just need to sort of
like you know, type in, and hopefully Google will
give you that lat long. So it should be okay,
but yeah, that's fine, don't need to fix all
the problem as I said. Once you are able to fix
this problem the cities will start appearing here. Now as you have seen it's so
easy to create a geospatial map in Tableau, it's not difficult at all. Now since we are having
all of this discussion and hence it has taken us several minutes to get to this geospatial
map but just imagine this, once you are comfortable using
Tableau all you have to do open you Tableau, import the data. Fix the problem with dimensions, measures. Select the state, go to Show Me, and boom, your geospatial map is
right there on the screen. So it's going to take only few
minutes, maybe five minutes, not beyond that. Now let's discuss about some
other sections of Tableau through which we can
modify our visualization. We have created geospatial map, how can we modify it further? So let's go to a simpler
chart which is this bar chart. Let's see how can we modify the bar chart which we have created? So we created this bar chart showcasing different states of India. It is coming up in this
core color, in a blue color, I won't change the
color of this bar chart. Which section do I need to go? To the Mark section. So in Tableau everything will remain right in front of your eyes. All you have to do is
identify the right component and make the changes there. You want to change the
color of these bars? Go to the color section instead of blue you want to show them in orange color, pick up a color of your
choice and the charts will be displayed, if you want to
let's say put in a boarder around the chart put in a boarder. If you want to make these
charts stick to each other. Let's say for example you
can increase their size or decrease their size
if you want some gap. So go to the size area,
this is the size area, and change the slider. So charts will become thicker or thinner based on your selection. You want to give different
colors for each of the state you can do that as well. Let's say you want to display the labels, okay right now you have to
really hover your mouse and see what is the total population
of each of the state? You want to display that
information right on the screen. Go to labels and click on this option, Show Mark Label. The total population will be
displayed right on the screen. So please experiment,
consider the old bar chart and please experiment
with these three options. The next two options we are
going to discuss later on. So A the color of your
bar chart, maybe put in a boarder around the bars. Decrease the size so they
appear to be a bit thinner. And show the labels. And once you are able to
look at the same screen which I am at let me know please. Alright I've got confirmation from Shelpa. Dinesh I'm going to answer
that question very shortly. Alright got confirmation from
Vaneet and from Mr. Choudry. And from Nameen. How about Anan, Anan were
you able to get it done? Okay awesome, thanks for
confirming that, thank you. Okay, now let's understand more conceptually these components. Seems to be fairly simple,
you go here, set your options and your chart will be impacted by that. But there's a more deeper concept to it. So it's not as simple as
Excel, it's more powerful. The performance, the overall
change which you can do to your chart are much
higher as compared to Excel or some other BI tool for that matter. These are not simple
options where these are the only things which you
can do with your labels, or size, or color, you can do much more. Let's say you want to color code each of the state
differently, so each state should appear in different color. Consider this, those of
you who have worked on an object who are into
programming, consider these as properties of this object. So this is an object and these
are properties of the object. You want to change the
property of it based on some other thing. So different states, different color. So you want to color code
each state separately. Drag state, drop it on the color. So by doing this what
are you telling Tableau? I want separate colors for each state. You want separate size for
each bar, maybe based on the average crime rate,
maybe total crime rate, drag crime rate, drop it on the size. Each bar will be of different size now. Drag it a little bit so the
change in size is visible. So what have I done here? I have color coded the bars by state name. I have changed the size, you
know size is a numeric value. So you need a numeric thing for that. Color is a categorical value so you need a categorical thing for that. So I want to size the
bar by the crime rate. So if the total crime
rate is higher for a state it should have thicker bar. If the average total crime rate is less it should have a thinner bar, and that's what Tableau is doing. So I've just taken crime rate and I've thrown that on the size, I've taken state, thrown
that on the color. What different colors and different sizes for each of the bar. Conditional formatting is also possible, that's a discussion for future sessions once we understand calculating fields. Okay, now you want to change
the size of these bars not by total crime rate,
but by average crime rate. Maharashtra is really coming
out to be like a flat line. And this one, Jammu and
Kashmir where is it? Jammu and Kashmir it's
not that broad as such. But we know if we take average
crime rate, Jamru and Kashmir from our data we know
that Jammu and Kashmir is having more average crime rate. We can compare it from
your summary table, see? Jammu and Kashmir average
crime rate is 258, for Maharashtra the average
crime rate is 199, so it's less than Jammu and Kashmir. If you want to change the size
as per average crime rate, same philosophy is applicable. Right click here, instead
of total crime rate go to Measure and choose Average. So this component just compare the icons. This icon is for size, this component is responsible for sizing. This component, compare the icons. This component is for color. If you remove this component all the bars will become of the same color. If you drag it back
again, different colors. If you remove this
component what will happen? Every bar will become of the same size. Removed it all the bars
are now of same size, put it back again, now they
are sized by their crime rate. You wanna change this
component instead of sum you want to look at average crime rate, now see Jammu Kashmir
it has a thicker line. And Maharashtra it has
relatively thinner line if you compare it with Jammu and Kashmir. Now we are looking at average crime rate, so it's very, very effective
these marks, and these cards, and shelves, you can use them
very effectively in Tableau. And that's I consider personally as the major power of Tableau. In other softwares it's
very difficult to customize your chart to the extent
which Tableau can do. Why? Because of this logical set
up which Tableau has done. If you drag let's say,
that's a good question. What will happen if I
drag state to labels? If you drag state to labels
state name will appear here. Now along with state name
if you want to also show total population you can
drag multiple values also. So I have now state as well as population. See? We have two these T boxes
here, what is T box? It is label. You remove one T box that
component will go away. You remove the second T box
that component will go away. We just want to show population,
throw it on the label. Also want to show state
throw that also on the label. Now if you throw city
name also on the label then it will become very cluttered. Why? Because there will be multiple city names and then it will become like really messy. So Tableau will not be
able to show it properly. So you should be careful
with your selection also. See it's trying to show
it Allahabad, Agra, it's trying to show, but then there is very
limited space available. So city name, of course you
can drag it and drop it here. But try to be cognizant
with your selection. I'd suggest you all go ahead an experiment with the options here,
try to drag and drop them in different sections available
and once you are able to reach to this level of
visualization please let me know. Okay now we can utilize,
now we have understood a little bit about these components we can utilize this knowledge to make our geospatial map more effective. So let's go back to our geospatial map. What I want to do now is
experiment a little bit with these circles. Now do you understand what is
the size and the color option which you are getting? If you drag away population from here all the circles will turn
out to be of the same size. If you want to visualize
your data in such a way that each circle, the circle
for each of the city, is sized by it's population,
if the population in a city is more the circle size should be bigger. So drag population, drop
in in the size area. Population of Mumbai
is more as compared to population of Nashik,
you can hover your mouse and you can see for yourself. Wherever the circle is bigger
the population is more. If you want to color code
the circles by crime rate, so if the crime rate is
higher the shade of the circle will be different, so drag crime
rate, drop it in the color. If the crime rate is high
the circle will be darker. If the crime rate is low,
the circle will be lighter. And here this particular
city, Pimpri Chinchwad, it has extremely high crime rate, 704.1. And Aurangabad is nowhere
in front of Pimpri Chinchwad hence Pimpri Chinchwad is having
this very deep blue circle and other circles have faded out. Because Pimpri Chinchwad has such is like a very high crime zone. This is all made up data, if
you belong to Pimpri Chinchwad please don't mind, don't
take it as personal we are just kidding there. So this is all random data,
I've been to Poona myself I have stayed there for several years. Pimpri's a good place to be,
safer than many other cities. Just quick question, were
you able to size your circles by population and color
code it by crime rate? Let's do it the other way around. Let's size it by crime rate and I'm sorry, what have I done? I think I've done something wrong here. So city name I've removed by mistake. So there's a Detail section, you see here? There's a Detail section,
what is this detail section? Detail section means the
details which Tableau is going to go through in order to create this visualization. Tableau is looking at city name in order to map this information. We have five unknowns here, if you click you will see Jodhpur,
Korta, Rangpur, Srinagar, they are ambiguous. Because Tableau's not able
to determine which state we are talking about, there
are probably two Jodhpur. Tableau's not able to determine
whether we are talking about Jodhpur in Rajasthan or
Jodhpur in some other state. So we can help Tableau, we can drag state and drop it in their
Details section, that way we will tell Tableau, we
will instruct Tableau, look into the state level details also. And if Tableau do that,
you will see there will be more cities showing up, because
then Tableau will be able to remove that ambiguity, see? All these Jodhpur and everything
have started coming up. There's just one unknown now. All the ambiguous cities,
the ambiguity has gone now. Why because now Tableau's also looking at state level information. So this is how we can sort
of like fix the problem in a more better fashion
rather than fixing it manually. Alright so I'm going to
take a small pause here let you all catch up,
try to fix the problem with the state by bringing
it in the Detail section. Make sure your circles are
color coded by crime rate and it is sized by population. Once you are looking at
the same screen which I am looking at please
ping me and let me know. Okay got confirmation from Dinesh. From Vaneet. From Mareen. From Mr. Choudry. From Anan, Shelpa how about you? Okay perfect thank you so much
everyone for confirming this. Now a small quest for you
all, try to do it yourself, I'm not going to help straight away. But then I will perform the steps after you are able to
get it done yourself. But I want to change this
key rather than color coding the circles by crime rate and
sizing them by population, I want to do it the other way around. If crime rate is high I want
the circle to be bigger. If the crime rate is low the
circle should be smaller. The color should be based on population. If the population is
higher the circle should be darker in color, if the
population is smaller, circle should be lighter in color. So I hope you understood
the problem statement. So instead of coloring it by crime rate, color it by population. Instead of sizing it by
population, size it by crime rate. Okay got confirmation from
Dinesh, Shelpa, Vaneet. Now if you are able to
solve this problem yourself it means you have got the
concept behind the marks. And now I think you will
be able to appreciate the way they have put all of these things very, very logically. It's so easy to tweak your
chart just if you understand these components logically,
do you all agree? Those of you who were able to get it done? That's why Tableau's actually
a delight to work with because making these changes
in some of the other software some of the other BI
tools is quite difficult if at all possible. But in Tableau it's just
if you need to understand this logically and you
can change the chart. Now let me show you, those
of you who are having difficulty in accomplishing this task, what I want to do is size
the circle by crime rate, and color it by population, so essentially I'm just going to remove
these two components, so we have different cities,
all of them in the same size and the same color, I want
to size them by crime rate. Drag crime rate, which component am I supposed to drop it in? In the size component. Now those areas which
have higher crime rate, see Pimpri Chinchwad has a bigger circle, Mumbai has a smaller circle now. Why? Because Pimpri has more
crime rate as per our data. And Mumbai has less crime rate. Now we want to color
code this by population. Drag population, drop
it in the Color section. Mumbai is dark in color. Srinagar is dark in color,
and then we'll have some less populated area
which are light in color. If you understand the component you'll be able to tweak them. Okay now instead of blue
color if I want to show let's say red color, you
can go to this color option, add your color, and instead of blue tint you can choose a red tint if you want to. Apply the change, Okay. I'm going to repeat the steps once again. If you want to change the color
instead of this blue shading you want red shading, go
to the color component. Go to Edit Color, click on this drop down, choose a red tint, circles
will now be colored in red. Were you able to change the color from blue to red all of us? Okay so Dinesh your question is logical. But here is some food for thought. So here in this map, so the question is how about different colors
for different populations? So we actually have different colors for different population. But let's say if you want to
highlight something in red if the population is
beyond a certain limit. If you want to highlight something in maybe blue, if the population is beyond a certain threshold, now this is a continuous numeric data, which means there are multiple
different values possible. So you will not be able to
utilize a lot of different colors you still have to stick
to a range of colors. Of course that is possible. Click on this color, go to
Edit Color, instead of just plain red, you can take green-gold,
or orange-blue diversion or red-green diversion
so you can choose between red to green or green
to red, yellow to blue, blue to some other color. But basically you will
not be able to choose like hundreds of different colors here, that's not also recommended because this is continuous numeric data. So from red you can move
to two color combination, or three color combination,
but moving beyond that is not recommended, is what I can say. Does that answer your
question Dinesh to some level? Were you able to relate
to the explanation I gave? Okay perfect, so here
I've seen developing from simple red diversion
to red-green diversion. Now a small quiz for you all. Together we have created
this following geospatial map showcasing different cities of India, now a small quiz, can you
create a geospatial map of different states? So if you can tweak
your chart a little bit and show the following information which I am going to display on screen. So could you please
create the following chart using the same data which we have could you create a map of India
and show different states? And color code them by
their average crime rate? Do not worry about the labels right now. Let me just hide the labels in fact. So just create a simple map of India, and highlight different
states using the color code of average crime rate. So if the average crime rate is less shade it in green. If average crime rate is
high, shade that in red. Why because crime rate
is a bad thing right? And bad things are shown generally in the traffic light
signals red stands for danger, dangerous situation. So try to experiment a little bit see if you can get this done yourself. So I'm just trying to
challenge you regarding something which we haven't even discussed. But some of the things required
to accomplish this task is some thing which we haven't discussed but let's see if you are
able to get done yourself. So this chart is called as a field map. If you go to the Show Me
area there is a symbol map, on a symbol map you will
see circle or symbols. On a field map you will see
the entire portion is filled. See, this entire portion
of a state this way. So please make sure when
you go to the Show Me area you chose a field map. Awesome, so Vaneet was
able to do it himself. That's amazing. So for colors the requirement
is if the crime rate is higher just refer to this is
called as a color legend, so refer to this color legend,
if the crime rate is higher the state will appear
in deeper shade of red. If the crime rate is low
the state will appear in deeper shade of green. If the crime rate is
somewhere in between Tableau will determine if a lighter shade of red, or a lighter shade of green,
or a gray shade is required. So I'll give you a small
hint if you are trying to experiment with a color theme
I'll gave you a small hint. So I can see who all's able to get it. So this is more like a challenge
which I am throwing at you. And if you're not able
to get it straight away there's absolutely no problem
because we haven't discussed these details which are required. So what color team have I chosen here? Let me show you, I can
go to the color section. Go to edit color, or
there's an alternate way. The color legend which
Tableau has created for you. You can click on that drop down and choose any color as well, either will work. So I have chosen red-green diversion. I've chosen this color
theme, which is fine. But if I apply this
then what will happen is those states which have
a higher crime rate will appear in deeper shade of green, which is opposite of what we wanted. So you have an option to
reverse the color theme also. You can do that, you can
reverse the color scheme. So just look out for
all the options, try to experiment a little bit. You won't be able to break
anything within Tableau at all, if you get something wrong
you can always undo that. So just try to click on some check boxes, see how Tableau is
reacting to your commands. So Dinesh was also able to get this chart, awesome. And how about Shelpa? Mr. Choudry, Anan, if you need
any help just let me know. If you're almost there just
need same small tips around how to probably tweak a particular component you'll let me know. So for those of you who need some details around the steps involved,
let me create this state level map, and you can
follow the screen I'm sharing. And then you can replicate
this onto your screen. So to create this field map of India of course one way is to
create a summary table and then create your geospatial map. An easier way also exists. Take state and check here. Here we have color coded the
states by their crime rate. So we need state information and we need crime rate information. So select state, hold
down your Control key, click on crime rate,
so select both of them. State as well as crime
rate by holding down the Control key. Go to Show Me, no need to
drag and drop anything, go to Show Me and just make
the selection, field map. We have symbol map and field map, we are going to chose field map. Click on field map and see
Tableau has already created this map of India for you. Again each of the state
has been color coded by their crime rate. So first thing see
Maharashtra is coming up in a very deep shade of blue. And we have Jammu and Kashmir which has a much higher crime rate in terms of average crime
rate, it is appearing in lighter shade of blue, why? Because Tableau by default,
Tableau calculates the sum. We need to tell Tableau
to change this behavior. So right click here, instead
of sum of crime rate, tell Tableau to look
at average crime rate. So if Tableau starts looking
at average crime rate Jammu and Kashmir will
have the deepest shade. So 'til this point let me allow
you some time to catch up. Could you just ping me all of
you were you able to create this geospatial map? Now we are going to
change the color scheme. Okay got confirmation from Shelpa. Got confirmation from
Anan, awesome, thank you. Now we created, we
performed the first step. We just need to tweak the color
scheme, there are two ways in which we can do it. Either we can go to this area
that we see the color theme we can just click on this
drop down arrow right here, and chose a red color, this is one way, or we can simply go to the color section and chose a red color. Tableau's going to open
up the coloring options in front of us, we can choose
any palette we want to. Automatically Tableau has
chosen this blue theme, we can click on this
drop down and let's chose red-green divergent, apply, Okay. So now Tableau has color coded the states in red and deeper green color
means higher crime rate. Deeper red color means lower crime rate. This is opposite of general perception. Generally crime rate is a bad
thing and deeper means bad, so we are going to reverse
this coloring scheme. So click on color, go to edit
color, here just click on this checkbox, tell Tableau
to reverse the scheme. So a higher value now means a
bad thing has happened here. Higher value shown in red color
which means more crime rate. Green is low crime rate,
which is a good thing. Now quick check, were you able to tweak the coloring theme now? Are you able to see states
with higher crime rate in red? States with lower crime rate in green? Okay I got confirmation
from Shelpa and Vaneet. Mr. Choudry, Anan, how
about you, were you able to change the color theme? Okay got confirmation from Anan. So Dinesh we are going
to further come back to this topic, all the
visualizations we are going to create we are going to tweak
the color and that's when some of the discussions we
are going to have later on if time permits, right now
today I can see all of you are very fast with keyboard
and very responsive. And if you are able to continue it 'til the end of the session
I can share certain tips with you, how can you actually tweak the coloring palette also. So there are options
available if you want to create a custom color palette
you can do that in Tableau. You can change Tableau's environment. There are custom symbols which
you can insert into Tableau. So all these things are
something which we can discuss. So let's keep that discussion
for one of our future session. Okay, in the meanwhile. So Nameen sorry I'm
sorry I was not able to get your question exactly. So you want to zoom a little
bit on the map of India? So you want to increase probably the size of some of the states and
look into them in details, is that what you want to do? Okay so let's say if your map is not fitting correctly on
screen you can click here, fix map just in case,
let's say if I have zoomed the map a little bit,
you can zoom the map. So here are some controls
using which you can zoom to a particular section of the map. I have zoomed into this area let's say. And this probably the central
part of India looking at. Now I want to look at
the entire map of India all I have to do is just click
on this reset map option. And then again, you will
get back your default size. Then choose this pan option,
so your zooming option will be disabled. Did that answer your question Nameen? So we just created this map, now there is an additional thing that I sort of enabled on
the map which I created. I showcased these different labels here. So the label for each
of the state is showing the crime rate of the state, and the total population of the state. So it's very simple to do that in Tableau. We now understand these
different components. I want to show the population
of a state in the label. Here is the label component. Drag population, drop it in the label. See now we have the total population of each state appearing in the labels. You want to show average crime rate drag crime rate, drop that in the labels. Now we have the total crime
rate and the total population appearing against each of the state. I do not want to see total crime rate, I'd rather want to see average crime rate. Total population, average crime
rate is what I want to see. So how can I tweak that? Now look at these components
here, if you could please follow the screen which I'm
sharing you'll be able to relate to it logically. Look at these icons. A T enclosed in a square,
this is for label. If we remove any of the
component from this area the label will go away. There is another crime rate,
so we have two crime rates in this section. We have one crime rate here,
another crime rate here. This one is determining the color. This is being determined
by average crime rate. This is determining the label. This is the total crime rate. If you want to show
instead of total crime rate if you want to show average crime rate, which component will you change? This one or this one? This one, okay? This is for label. Go to the section, right
click go to the section, instead of sum, chose average. So now the label is also
showing average crime rate. The color is also showing
average crime rate. So we were able to get total population and average crime rate as
labels for each of the state. So I'll take a small pause
here, let you all display the labels, please get the
label for total population and average crime rate, and please ping me and confirm to me once you're
able to see the same screen in which I have. And sorry for constantly
asking for your confirmation, I just don't want anyone to
be left behind with questions. And I'm gonna continue
this habit throughout the entire course. So it may take a little bit
of waiting on your side, but I think it's in best
interest of all of us. So since I've got
confirmation from all of you, thank you so much for that. Now here you can see the
population is such a large figure, it's not fitting the screen
nicely, and I don't want to see such large numbers,
these are in millions maybe, or thousands, so can I
format them in a better way? So Tableau's really
good with visualization and putting things on screen
in a visually appealing way. But Tableau has nice capability
of formatting our numbers. I want to format population
and show them in millions, do not want these large numbers to appear. So population is appearing
here, this component, label, see the icon is matching. So there's one component
in the Label section which is showing me total
population, this is what I want to tweak. Right click here, go
to this option, Format. Format the appearance of this label. So once you click on Format
a new window will open up on the left hand side, go
to Numbers, this drop down, and chose to show a custom number. Chose this option. And chose the unit to be million. So in this way I'm telling
Tableau it's good that you are displaying the total
population but I do not want those huge numbers to appear. I want a more customized number formatting with two decimal places and
the unit should be million. So numbers are now going
to appear in million. So 1.86 million, 5.59
million, 3.83 million. This much of customization
is very difficult in other software, in
Tableau it's very easy. I'll repeat the steps
again, and see let's not try to memorize these things. It's all based on logical understanding. We want to change the
component responsible for displaying population. So we need to identify it first. Where is that component? How was I able to identify it? By comparing the labels. Go to sum of population. Then I right click and chose
to format the number display. Show a more customized display
of number in million unit with two decimal places. So quick check, were you able to display the population in millions? Awesome, now let's go a step ahead and let's customize our label. Something which is like you know, extreme formatting of labeling. So basically I want to
highlight here to my end user, let's say I want to print this chart people do not have an
option to hover their mouse. If somebody's hovering their
mouse obviously they'll be able to see nicely what is the
population and crime rate. Let's say I'm gonna print
this chart, so people should be able to see
that the first figure is for crime rate, the second
figure is for population. In our case, first figure is
for population, second one is for crime rate. So I want to display that
thing onscreen, that first one is population, second is crime rate. So let's customize the label even further. Let's go to the labels area. And here in this text section,
click on this triple dot. A new window will open up,
now what are these things? This is sum of population. This is average crime rate,
these are calculated figures. They appear in these triangular brackets. So anything which is appearing
in a triangular bracket Tableau is going to evaluate
them and then show you the computed value. Anything which is outside
of these triangular brackets will be a constant value. It will appear as is. So let's say I want P= to
this value, and here I want to call it our task, CR is = to
this, so essentially, Tableau will show CR= to this thing,
Tableau will display onscreen. And then it will calculate
average crime rate and display the results. I hit okay, and see Tableau's showing that P is = to something something, CR is = to something something. Which means the users will
be able to understand we are talking about population, we
are talking about crime rate. And how did I make this
effect happen onscreen? Went to labels area, went
to this Text section, clicked on this triple dot,
set my values, I customized it. If you want to call it
out even more elaborately. You can say Pop and then a : that's it. Here if you want to say
average crime rate, ACR, and then a :, they will appear as is. And then the computer value
will appear, apply, Okay. Population area. So Vaneet just shared
a tip with all of us, we can also do it by using
prefix in the format. And thank you so much for
sharing that information with us Vaneet, in fact
I'll tell you what. And so once all the session
progresses we will tend to learn a lot from each other. So many of these tips which
I'm going to share with you throughout the course, many of them have been shared by
learners, by experimentation. So Vaneet do you mind if
I make you the presenter for a little while then you can share this finding with all of us? Is that okay? I'll just pass on the ball to you now. So Vaneet I'm gonna
make you the presenter, here we go, you should be
able to share your screen now. Please guide us about
how we can use the prefix in the formatting option
to display the labels in a customized manner. Alright, so we are able
to see your screen now. So right click format,
go into Number section. Went to the Customize Number section, and we added a prefix here. Awesome, this is good finding. Crime rate will appear, and
then if we add population then P will appear,
interesting, thank you so much for sharing that information with us. Thank you, nice Vaneet. So I hope all of us were
able to follow that. So I'm gonna take back
the screen control now and show my screen. So thank you Vaneet. Here the tip shared by
Vaneet was and I'm just gonna VI trade, if you do not want
to customize the label this way you also have an option of, right click, go to Format area, go
to this Number section, and add any prefix which
you would like to add. So it's P and then :
here we'll be able to see the population of a particular state modified by P, so nice finding there. Now, as you can see because
we have all these labels appearing in different
kit, for some of the states the labels are not
appearing, why is that so? So for the state of Karnataka, for the state of Madhya Pradesh there are no labels showing
up because Tableau feels that if it's going to show
the labels for Madhya Pradesh and Karnataka they are going to overlap with other so you can
change this property. Go to label and click on this check box. It says allow labels
to overlap other marks. This way we are forcing
Tableau to display all labels. Do not hide any labels is
what we are telling Tableau. Click here on this check box and see all labels are appearing. So I'll just hold on here, and ask you for a quick confirmation, were you able to display and
change the format of the number show it as population and crime rate? And show the label for
each and every state? Okay so I've got confirmation
from Shelpa, Dinesh, Vaneet, and I'm hoping others were able to get it done as well. Now this chart is looking
really cluttered, why? Because we have all such
descriptive, here if you look another part of India all the labels are overlapping each other. So let's make it a bit cleaner. Let's format the labels,
make them smaller so they are a bit away from each other. So let's go to the Labels area and reduce the size of the labels. Let's reduce the font
size from maybe from nine, let's convert this into seven. Hit Enter, your labels have shrunk down. If you want to change the font style you can do that, so font
style is same Tableau book, if you want to use a more compact style. Maybe Tableau Light or
whatever, some other font size, you can use it from there. Maybe I'll just stick to this one. You can choose any customized
font if you want to. So here you can see we
have experimented a lot with the look and feel
of our chart and we have really, really customized
it as per our preference. All these things are rather easy to do. So Mr. Choudry before you
go ahead with your question I have a small check which I
need to perform with all of you a quick feedback if you can give me. Let me tell you the things
which we just created, which we just visualized
onscreen, including these geospatial maps, and high
customization of labels, and colorings and everything,
these are considered to be advanced topics in Tableau. Were you able to find any
technical difficulties whatsoever in accomplishing that? Isn't Tableau very,
very easy to work with? So what is your take on it? Do you find it difficult at all? It's very easy right? Very user friendly. So I'm glad to hear that
feedback, and Dinesh trust me it's not just based on today's session. Every session we will ever
have, apart from few sessions of course which will
involve some complexity it's going to be like a breeze. So working with Tableau is super fun. Okay, so Mr. Choudry please
go ahead with your question. Okay, so Mr. Choudry your question how to enable that option
so we are able to actually click on a state and
drill down at city level? Now that is a discussion for
one of our future sessions. And it's again, as easy as
what we have done today. There are some small minor
click which we need to perform here and there, set up that
action, and it'll be done, it's very easy. So I'm not gonna take up
that discussion today. But that's part of our agenda for one of our future sessions,
fair enough Mr. Choudry? Alright, so with that we have come to end of our discussion today. Let me just quickly go through
these slides and make sure I've covered up everything. So we installed Tableau. We opened up the Start page. We connected to the data. And we are going to connect to
multiple different varieties of data in the future we
are also gonna connect to databases and then we
explored the Open pane where we can open recently open workbook. We can pin our workbook,
let me just talk about that. So once you reach the Start screen, so I've just opened up a
new instance of Tableau, how can you open up a
new instance of Tableau? Just right click on your Tableau
icon, if you have pointed to the taskbar right click and click here. Or you can go to the
Start Menu and click on your Tableau icon once again. And that will open up a
new instance of Tableau. Or you can go to File and click on new. Either of these actions will open up a new instance of Tableau. We have explored the connect option. You can connect to an
Excel file, text file, and access database,
or a statistical file, which is mostly like SAS
dump or a spaces dump. Or you can go to the More
area, connect to Google feed, Web Data Connector, whatever
it is we're going to discuss in future sessions. So connecting to Google feed
and Web Data Connectors. These are new features
of Tableau by the way. Those of you who are using
prior version of Tableau, version 9.3 or older version will not be able to see these options. Google Sheet and Web Data Connector. Now this is the Connect
option which Tableau offers. And just one second. In the open section once
you open up a workbook which you have, you can,
you'll be able to access it, the Open section. If you want to remove
a particular workbook from recently opened list
you can just click on this cross button and it will get removed from the recently opened list. And then you can open further workbooks which you have saved to Tableau Public. Now how to save to Tableau Public I'm going to tell you in a short while. So if you want to open
up from Tableau Public click on this link,
provide your credentials, and sign in. Then you'll be able to see
a list of all those files which you have published,
and you can open any of them. If you want to pin a particular
workbook, like forever it is going to appear in the
open section, you can click on this pin option. Now this workbook has been
pinned, it doesn't matter if you open up this
workbook after 10 years. If you are not accessing
this workbook at all still it's going to appear
in the Open section. You can unpin it also. And the Discover section
I've already told you we have learning resources here. Especially useful is the sample data set. Okay so we have covered
this one, Open section, Discover section, navigating
to start page and back. You can do that through the cycle. You click here it will take
you to your Tableau canvas, you click here back again,
you'll come back to Start screen. This small icon here. And then we have Tableau
workspace, we have explored that. Sidebar we have explored,
sidebar is this Data pane which I was talking about. And here we have Dimensions, Measures, and then set and parameter is something we are going to explore later on. Yes, if you want to save
your work to Tableau Public you need to register yourself. So you need to create
a user id and password and that way you will be
able to publish your work. Then we have talked at worksheet. So a Tableau file is a workbook. A workbook can contain multiple sheet. This is similar to Excel, a Excel file with multiple sheets. Okay so we have multiple sheets here, and this file which we
are going to save now. And apart from this we can build views by dragging and dropping. We have Cards and Shelves
which we have explored. And now let's save our work. So to save your work on
Tableau Public you click here on the File section
and choose this option, Save to Tableau Public. Click here. It's going to ask you
for your credentials, and that's why you need
to have a profile ready. If you haven't created a
profile click on this option, create one now for
free, register yourself. Your profile will be ready. Now enter your password. Click on sign in. Provide your workbook and meaningful name. Ex1 that's it, and maybe I'll put in the
date, I cannot think of any nickname right now, sorry about that. And you can then save it. Now with Tableau Public
you can only save onto the public website of Tableau. If you are using Tableau
Desktop you will get different options here, and
I'm going to talk about them in a short while. So here, I have saved my
work on Tableau Public. Now whenever I want to
access this workbook I can just sign in and extract
this particular workbook. So this is my workbook,
it has been published now. Alright, now I can close
this, later on if I close this window I want to
open this file back again at later point of time I can just open up a new instance of Tableau. I apologize for this
delay and Tableau being non-reactive a little bit
that's because of my machine. Here it is, the file
which we just created Ex, and then today's date, it's right here, if you want to click it just
click one, if you want to open it just click it once
and the file will open for you to use. This is how we can save to Tableau Public. Now if this option for
you is not appearing, if your not able to save
your work on Tableau Public, there might be one reason
which I can think of. Maybe you haven't registered yourself. If you have registered
yourself I got this email when I registered myself on Tableau Public I got this email to activate my profile. If you got that email make
sure you click on that link they provide you and
activate your profile, and then you will get that option, save to Tableau Public. So let me gather a quick check from, Mr. Choudry were you able
to see this save to Public option now, are you
able to get that option? Dinesh are you able to get it too? Oh okay, so that was the next
topic I was going to discuss. So those people who are using
desktop version of Tableau, you will not be, I mean
there's actually no need for you to save your
work on Tableau Public, you can save your file
locally because using the more advanced version,
more powerful version which is Tableau Desktop. So click on file in that
case and you will get a Save option, or a Save As option. Once you click as a Save
option and here I think we have an opportunity, so let
me request Mr. Choudry could you volunteer to share your desktop with all of us so that
I can show other people how you can save your
work on Tableau Desktop? Okay, so I'm going to
make you the presenter. Just give me one quick second, here. If you are using Tableau Desktop here so let's
say this is my Tableau file I want to save it, we go to file and we click on Save and
a new window will open up. Could you please click on Save? Okay so a new window will open
up here we have an option. If you click on Save as Type,
it says Tableau Workbook TWB, click on that please. There are two options
available, either you can save your work as a Tableau workbook
or you can save your work as a packaged workbook, I would recommend always, always, always,
always, save your work as a packaged workbook. So click on TWBX and then
you can save your work in your desired folder. So a Tableau file will be created. And then you can later on open that file. Alright, so thank you so
much Mr. Choudry I'm going to take back the screen
control now, share my screen and talk a little bit about
the difference between a normal workbook and a packaged workbook. What is a normal workbook and
what is a packaged workbook? TWB files are normal workbook. Let me show you a normal workbook. So by default while using
Tableau Public by default all the workbooks are saved
as a packaged workbook. TWBX, everything. A normal workbook, a
TWB workbook, is nothing but a set of instructions which
Tableau is going to follow to visualize your data. A packaged workbook
will package your data, let's say if you have
imported an Excel file or a CSV file a packaged
workbook will contain that. If you have imported a
image packaged workbook will contain that. If you have let's say saved
your work as a normal workbook, shared it with somebody
else, they do not have access to the data, they do not have
access to that image file, they will not be able to see that. They will not be able to
open up your analysis at all. So it's better always to save your work as a packaged workbook. All the user level security,
all the refreshing feature everything will still be
intact in a packaged workbook. A normal workbook is small
in size, a packaged workbook is bigger in size because it
will contain the data as well. So that is the only problem
with packaged workbook. It's a bit bigger in size. But not huge as such,
everything will be there. So packaged workbook essentially you know it is nothing but a zip file. So let's say I have this
packaged workbook, if I change the extension of this
one, right click, rename, I change this to a zip file. And now if I open this up you
will see it contains my data and it also contains the normal workbook. Packaged workbook is
normal workbook plus data, plus images, plus any external
thing which you have used. And if you want to extract
this TWB you can do that. Let me extract this TWB. Now look, copy this one, paste it here. This is a normal TWB file, if you open this with the
Notepad you'll be able to see the instruction which Tableau
is using the behind the scene to display your information. So I'm going to open
this up using a notepad. And you'll be able to see all the XML code which Tableau is
utilizing behind the scene to visualize your data. So my recommendation to you is always, always, always save your work as a packaged workbook. TWBX. Alright so, I think we we're able to cover all the details around saving your work. There's another extension type which is total data extract
which are we're going to talk about later on. So can create extracted files
which we are going to discuss in one of our future sessions. So let me quickly recall and
revise our learning for today. We learned quite a bit
actually, we created a complex dashboard together. Something which all of us
should be happy about I think. So we had an introduction of
what is Business Intelligence as a domain, what are the
benefits it has to offer. There are many different
tools available out there which you can use to implement
BI in your organization. Out of them Tableau stands apart why? Because it's very easy
to use, very powerful, and gives excellent results. Plus it has some good career opportunities so it's worthwhile our
effort and time to invest. And then we installed Tableau together. We compared it with Excel
and saw that when it comes to visualization Tableau wins hands down. We started off by using Tableau, we got our data in Tableau
and we created some really complex bar charts
and geospatial maps, and we tweaked their properties to make them really sophisticated. And then we saved our
work onto Tableau Public or as a packaged workbook. So this was our learning for today. And tomorrow we are going to learn about visualization concept, when to use what kind of visualization. And how to create them effectively, including these
visualizations, scatter plots, histogram, bar graph, box plot,
line graph, and pie chart. What are they? Why are they useful, and how
to create them effectively is going to be our agenda for tomorrow. Now if you have any questions
please go ahead with that, if you do not have any
questions I look forward to seeing you tomorrow, so
Tableau Server administration we are not going to cover in this course. So Tableau Server administration is a totally different topic all together, but having said that, we
are going to talk about Tableau Server, as a developer
how you are going to publish your work on Tableau Server. How you're going to share
your work with others on Tableau Server. How you're going to
provide user level security to restrict your data access. But Dinesh let me ask you this
question, I think you have prior experience with databases right? Have you worked on some server
administration in the past? You have that exposure? Okay, awesome, because Tableau
Server is also available for evaluation purpose. So what we can do is after our third week if you can help us out all
of us will be benefited by your help, so you can
install Tableau Server, and evaluate it for 14 days. I can make you presenter
and we can see how we can implement security
features in Tableau Server. How can we schedule,
refresh on Tableau Server. So from a developers
perspective how do people interact with Tableau Server. So if you can please
help us out with that? Okay, perfect, appreciate
that, thank you Dinesh. Any other questions anyone? Anyone here by the way who's interested to pursue Tableau certification? Anan to answer your question you do get the recording session,
after one or two hours you will get an email
informing you that recordings are now available. So Vaneet to answer your
question, interview questions, if you want to prepare for
Tableau interview questions we can have a separate discussion on that, so we can have like a dedicated session. So Edureka has done that in past. They have conducted interview
sessions, so they will connect a bunch of learners
and they will sort of like set up one extra session
where we can go through common interview questions of Tableau, and how we should answer them. So all you have to do is just
raise a ticket in Edureka, and they will schedule a session after this entire course is over. So those kind of flexibilities
are available in Edureka. So Anan I cannot really comment on Tableau Server administration as such. See Tableau Developer and
Tableau Server administrator are two very separate fields. In fact even if you look
at Tableau certification they offer two certification,
one on the administrator side, server administration,
another is on this side, the developer side, they are
two very different fields. Server administration is more technical. So if you let's say want to
put in some scripting in place there are options to utilize
Java scripts and all, and there are other such
technicalities involved. So I cannot really
comment on that section. But yeah, from a user perspective, from a developer's perspective
they'll be some interaction you have to do with Tableau Server. That thing we will cover here and that's going to be really easy. I'm not really sure if Edureka has a separate course for that. Let me do this, let me
go ahead and inquire it. So just give me a weeks time
and we'll drop in an email and figure out if there is
a separate course available. Will that help Anan, if I do that? Dinesh I think your
question is again pertaining to the same area, so both if
you want to develop your skills both in Tableau developer
as well as admin, what I can do to help you out
Anan, Dinesh, is I can share a reference document with both of you, in fact all of you, I'm going to share it in next week, I'm going to
upload it on the shared folder, Google shared folder, that's why I've requested
you to bookmark that. I'm going to share an exhaustive document, if you have prior experience
in server administration you'll be able to get a glimpse of what Tableau Server
administration is all about. So I'm going to share
such a document with you, a reference with you. Will that help Dinesh? Awesome, any further questions anyone? Alright, so I'm going
to end the session now it seems that there are
no further questions. Hoping to see you
tomorrow at the same time, and wish you a great day ahead. Thank you
for watching the video. Feel free to comment
your doubts and queries. Do subscribe to Edureka
channel to learn more. Happy learning.

25 thoughts on “Tableau Training for Beginners Part 1 | Learn Tableau | Tableau Tutorial for Beginners – 1 | Edureka”

  1. Got a question on the topic? Please share it in the comment section below and our experts will answer it for you. For Edureka Tableau Certification Training Curriculum, Visit our Website: http://bit.ly/2SYLecK Use code "YOUTUBE20" to get Flat 20% off on this training.

  2. Hi
    superb video to star with. For practice purpose, could you please share the path of google drive for data files?

  3. Hii.. i am now watching this Tableau workshop. please send me the drive links of csv file and all files in this video for practice.

  4. reaally healpful video…if possible please share the csv file as it is a perfect dataset to start practising with..:)

  5. Each and every point explained by you team is excellent, thank you so much. Can you also please share the Crime rate example data set.

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