Hang tight while we fetch the video data and transcripts. This only takes a moment.
Connecting to YouTube player…
Fetching transcript data…
We’ll display the transcript, summary, and all view options as soon as everything loads.
Next steps
Loading transcript tools…
Tableau Full Course - Learn Tableau In 6 Hours | Tableau Training for Beginners | Simplilearn - AI Summary, Mind Map & Transcript | Simplilearn | YouTubeToText
YouTube Transcript: Tableau Full Course - Learn Tableau In 6 Hours | Tableau Training for Beginners | Simplilearn
Skip watching entire videos - get the full transcript, search for keywords, and copy with one click.
This content is a comprehensive tutorial on Tableau, covering its fundamental concepts, practical applications, and common interview questions for aspiring data analysts and business intelligence professionals. It aims to equip learners with the skills to analyze data, create visualizations, build interactive dashboards, and effectively communicate insights using Tableau.
Mind Map
Click to expand
Click to explore the full interactive mind map • Zoom, pan, and navigate
tableau is a powerful data visualization
and business intelligence tool that is
widely used to analyze data create
business reports and build interactive
dashboards you can derive meaningful
insights and make business decisions
using tableau
hi guys welcome to this video tutorial
on the tableau crash course
our experienced instructor michelle will
take you through the course and help you
learn tableau from scratch first you
will learn what tableau is and how to
install tableau
then you will understand how to connect
data to tableau explore its different
features and create basic charts and graphs
graphs
next you will learn about the different
types of joins in tableau rank functions
and level of detail or lod
you will get an idea to create tableau
dashboards using world population data
health as well as economic data
finally we will look at some of the
important interview questions that can
help you crack a tableau interview
over to michelle now hello and welcome
to tableau training for beginners my
name is michelle covine and i'm with the
simplylearn team today we'll be talking
about all the things you need to know to
get started with tableau
so here's our agenda we'll be talking
about business intelligence and why it's
important and some bi tools then we'll
talk about tableau and why we use
tableau for business intelligence and do
a quick overview of tableau installation
then we'll show you how you can get
started by connecting to data and we'll
do an overview of the tableau workspace
we'll go a little bit deeper into the
tableau workspace as we look at
worksheets and dashboards and we show
you how you can ask questions using
visualizations we'll look at hierarchy
and drill down calculated fields we'll
look at parameters and sets and finally
we'll show you how to build a donut
chart and a 2d pie chart so what is
business intelligence
companies use business intelligence
technologies to collect analyze and
present data in order to create
actionable information
today's businesses are always seeking
insights about their customers products
and services so businesses are faced
with many questions such as how do i
know my customers are happy what would
make my customers stay and how can i
increase awareness of my products and services
services
business intelligence can help you
answer those questions when you have a
question about what your customers are
feeling what your customers are doing
who the customers are and what's the
best channel to target them business
intelligence is a method of transforming
your data into these insights and
measurable metrics business intelligence
tools are designed to make the data flow
manageable in the age of information
tableau is one of many tools to help
manage the data flow and turn data into
actionable information but we also have
click and sap and oracle you may have
heard of some of these let's take a look
at some of the benefits of tableau as
your business intelligence tool so why
would we use tableau it can be connected
to 40 different data sources the more
data sources it can connect to it means
that you are more likely to get direct
access to your data it can build
interactive dashboards with just a few
clicks which can help you quickly
understand your data and it lets you see
your outliers
there's also simple analytics built
right into tableau such as trends and
forecasting that can help you understand
your data on a deeper level
tableau has been a leader in the gartner
magic quadrant for the last six years
and that includes 2018. here we will
take a look at an overview of the
products offered by tableau so we have
tableau desktop which is where you do
all of your development this is where
you connect to and build visualizations
and dashboards today we'll be using
tableau public which is a free version
of tableau desktop but with some
limitations such as having no r
integration and it can only support up
to a million rows of data also any data
published here is made public so you
can't use this for private company
information then there's a new tool
called tableau prep where you can
prepare your data by seeing it visually
before you connect and build reports
there's also tableau online which is a
cloud-hosted version of tableau server a
place where you can publish your
dashboards and it enables you to share
your dashboards in a secure way tableau
server has an option to be on-premises
so let's just do a quick comparison
between building a visualization in
excel and building one in tableau okay
so here we have an excel file full of
data that we will soon connect to and
use for some of our demonstration purposes
purposes
and you can see that we have information
about orders if we wanted to find out
the quantity sold and the sum of sales
for each region we could do that by
creating a pivot table so we'll make it
i selected my cells we'll make it in the
new worksheet
and here we have the beginnings of a
pivot chart and we can grab region and
pull it into our columns
and then we'll grab sales
sales
and put it into values
and then we also want to look at
quantity and put that into values and
it's automatically summing up sales and
quantity but you can choose if you want
it to be sum or not and then we'll take
our values and put it on rows so that we
can see
sales and quantity one on top of the
other and that's the basics of a pivot
chart now let's do a similar thing in tableau
tableau
okay so we have our connection to the
data and tableau automatically splits
out the dimensions from the measures
we'll go into more depth on that later
but we can come and grab a region and
put it onto columns
and we get a similar thing maybe a
little nicer formatted and then we can
come and put quantity there
there
if we want to add sales to it we can
double click on sales and we'll have
quantity and sales one on top of the
other we can put sales on top by
dragging quantity
down in that box we also have this show
me dialog box which allows you to
see what visualizations you could build
using what's already on the screen or
the things that you have selected so
right now we could quickly switch it to
bar charts and now we can see quantity
and sales across our region with bar
charts or we could switch it to stacked bars
bars
and we can see our quantity across
the regions if you close that we can see
our legend over here and then our sales
across the region
so in tableau we have a lot of really
quick flexibility to turn just text into
a visualization
so in summary we can see a side by side
of what we made using pivot tables in
excel and what we made in a similar
amount of time in tableau let's get
started with the tableau installation as
for requirements you need windows 7 or
later or you need your mac operating
system to be 10.11 or later here are
some of the browsers you can use to
install tableau we will be installing
tableau public today and to do that you
just google tableau public download and
click on that first link and then you
put in your email address and click
download the app so
let's just
look up tableau public download
and it's this first one you can click
download now
it takes you to the tableau public page
where you can click sign in and create
an account free
this gives you a place to save the
visualizations you make but keep in mind
anything you save on tableau public is
public and then you come here and you
enter your email address and click
download the app and it should give you
executable file
that you will download
and once it's downloaded you should be
able to open tableau public so let's go
take a look at the tableau public
opening page
so this is what tableau public looks
like when you first open it on your left
you have the different things you can
connect to
this is more limited in tableau public
than it is in tableau desktop so if you
invest in tableau desktop you have
many many things you can connect to
you can also connect to data by clicking
this drop down connect data piece that's
especially useful when you've already
started your visualization
then we have the central portion called
open this is where anything that you
have opened up previously will show up
you can also click open from tableau
public and when you have
my connections timed out so i need to
log in
but when you log in
it says no workbook found to try
publishing first this is where you'll
see all of your published tableau public
dashboards over here we have discover
and it has some how-to videos
visualization of the day
which is where people who have made
tableau public visualizations get
recognized for their skill and you get
some pretty cool ideas when you look there
there
so let's get started by connecting to a
data source we'll click microsoft excel
and we'll choose our excel file and open
it up and this is our data source page
this shows you the sheets on the excel
file and allows you to drag them in so
that you can see the data show up this
gives you a preview of what your data
will look like
you can see the tableau is starting to
classify our fields so anything that has
abc on it
shows that that's a column that has
strings in it we also have a globe which
is where tableau has recognized these
values to be geographical
so we have um state and it's recognized
that it contains states it bases it on
the keywords that it stores to identify
if it's geographical and so it takes a
look and you've named it city and it
knows that city is geographical we also
have the calendar symbol where it's
recognized that it's a date field and we
also have row id that shows up with the
hashtag and it recognizes it's a number
so now that we have our data source
pulled in we can come here and hit sheet
which is where you start to build your
visualization let's take a look at all
the different pieces of this before we
go any further we have the data that
we're connected to up here is our orders
sheet from the sample superstore excel
sheet we have dimensions on top and
measures on bottom these are where we're
going to get the fields to drag and drop
here we have our cards we'll look more
in depth at our cards in a moment and
these are our shelves the column shelf
and the row shelf where you can drag
things in to make changes happen in the
visualization center we have our show me
tabs where you can see we took a brief
look at this earlier but you can see all
the different visualizations you can
build here
a neat thing about show me is that when
you hover
it'll tell you what types of fields you
need to build it so for a symbol map try
one geographical field zero or more
dimensions or zero to two measures and
that's how you can build a geographical
symbol map
and when you're done with show me you
just close it
let's take a look here at our sheets so
we have sheet one and sheet two a sheet
is basically just one visualization at a time
time
let's get rid of the extra sheet we have
a dashboard which is where you can pull
multiple sheets on to show multiple
visualizations at one time
and then we have what's called the story
which allows you to show
a sequence of visualizations so that you
perfect okay so we saw that tableau is categorizing
categorizing
our different fields
and it is also giving it a role
so we have dimensions on top and
measures on bottom
dimensions contain descriptive values
such as names dates and geographical
data you can use dimensions to reveal
details in your data that is qualitative
details we also have measures which
contain numeric quantitative values that
you can measure measures can be
aggregated and when you drag a measure
onto the view tableau will apply an
aggregation to that measure it's sum by default
default
so let's show this by building what we
built before we'll grab region and we'll
see its four distinct
values as a dimension
and then we'll double click on quantity
and we can see the
numbers here the measures and you can
see here that it is the sum of quantity
and now we can also double click on
sales and we can see quantity and sales
to discuss a little bit more about
dimensions and measures you can see that
in general measures are numbers and
dimensions are not but sometimes like
row id it is a number now why would we
have a number up here instead of in the
measures so you can tell the difference
between number whether it should be in
measures or it should be in dimensions
based on whether you'll need to do any
calculations on it or if you would want
to be able to aggregate it at some time
so for sales
sales
if you have
several orders in a day you might want
to know what the sum of those sales are
but if you have several orders in the day
day
and they're on rows 2 3 4 and 5 you
might not want to know the sum of the
rows so tableau is smart enough that
when it sees id it knows that it belongs
up in the dimensions now you can switch
so if row id was actually something you
would want to aggregate for some reason
you can drag it down to the measures and
add it down there
but in our case row id isn't something
that you want to sum or average can you
think of any other numbers that might
not show up as a measure that should be
a dimension comment below with your
answers as we discussed before
dimensions are on top measures are on
bottom and you can see the blue is
associated with dimensions and green is
associated with measures but it's a
little bit more complicated than that so
dimensions are qualitative and measures
are quantitative but blue means we want
our label to be discrete and green means
we want our label to be continuous let's
make a new sheet and make a
visualization to kind of show this so we
can bring on quantity and we're going to
use it as a dimension but you can see
even when it's dimension you can choose
continuous or discrete so right now it's
a dimension but it's green a little bit
different than what you might expect and
then we'll do sales so now we can see
over the different quantities what our
sales was yeah has been for this last
this period of time that we're looking
at i believe it's four years so for when
people bought three items the total
sales was that number and you can see
that this is an axis so it's from 1 to
15. now if we change it from continuous
to discrete you can see that 1 is a
label 2 is a label and it's not an axis
ranging from one to it doesn't even have
15 because there are no values under 15.
these are just individual labels so we
go back it's green again and you can see
that it's an axis so we have two greens
on here so we have two axes and change
it back to discrete and now we have one
axes and one set of individual labels so
let's go back to our sheet three we have
all of these different
sales by the different quantity numbers
and up here we have our sorting when you
hover it tells you what kind of sorting
is going to happen so we could sort
quantity descending by sales so we can
see that when they buy three things we
have the highest sales
you can do the opposite
where it's the lowest
to the highest
number of sales you can also do sorting
more in depth by clicking on the
quantity and right clicking sort so we
could just sort by
by
descending or ascending or by sales or alphabetic
alphabetic
which is
not what we want
you can choose the field or you can
manually change your sorting here
and now we're back to what we had at the
beginning now that we've had an overview
of how tableau works let's go into a
little more detail
tableau is very much built on the
premise of drag and drop so
so
let's build a simple visualization
and talk about
what each of these shelves and marks
cards specifically do
so we're going to make a simple chart
which is average sales by region
so we know we want sales
sales on
on
let's do sales on
rows now for rows and for metrics since
this is continuous like we talked about
before it's making an axes
for our sales
we also can drag region
region
onto columns and it makes one column per
region so that's how it works with
dimensions if you um
pull a dimension onto columns you're
saying i want one
blank per column i want one region per
column so if you wanted to do it by
instead of region
if you want to remove something from a
visualization you just pull it back off
or you can hit undo or control z
tableau has the benefit of having
unlimited undo's so let's say we wanted to
to
bring on city let's say we want one
column per
city and that's what you get and there's
a lot of cities
so that's what it looks like let's take
city back off
i want one column per region
region
and for sales
sales
i want my rose axes
to show me where sales are
great now let's say we want to adjust
the color of these bars you can click on color
color
and you can select any of them so let's
pick this nice blue or we can pick an
orange and that's how you can determine
the color
but if you want
something else to determine the color
you can take region
region
and drag it onto color and now we have
one color per region
now with measures again since they're
continuous it's going to be more like a scale
scale so
so
if i want them to be
a different color based on sales and i
pull sales onto color it's going to be
darker where there's higher sales and
lighter where there's lower sales so
it's continuous
from light to dark
but for region
it is one color per region so they're
distinct colors it's not continuous
great um
let's say we want to sort this
biggest smallest
and we can look at size here so if we
want to adjust the size manually we can
click on it and drag it
but if we want the size to be based on
something else
you choose a measure for the size so if
we want it to be wider
based on
sales we will drag sales onto size and
we can see that it gets bigger with
bigger sales we do the same thing
and replace the sales with profit and
now it's bigger if there is bigger
profit and drag that back off so you can
determine manually or you can do it with
your measures
for label let's say we want the sales on
to label now we can see
the exact sales number
number
for each region
what if we wanted the name of the region
there as well we can drag region onto
labels and we can see sales for the west region
region
you can adjust which one goes on top
see how we have two t's here those are
both labels
great uh two tip
when we click on tool tip it'll show us
what's going to happen
when we hover so as i hover here on east
it says region east sales and that shows
the sales amount
now we talked about
i'll take my labels back off wanting to
make this visualization not for the sum
of sales but for the average of sales so
we will right click on our sum of sales
here in the rows hover over measure
which right now is sum and change it to
average and we have a different
result here so let's sort again and we
can see that the south
region actually has the highest average
of sales which was not the case for the
sum now let's say we want our sum i mean
our sales to be on the label but look
it's giving us the sum of sales label so
we just do the same thing
and change it to average
now we can see our average on the label
the label has some interesting options
options
like you can format this
and we could say maybe we want it to be
all of them to be blue
and that happens right there
you can also choose to only show the
minimum and the maximum
this becomes handy on
a line chart where you don't want all
marks labeled because it gets very messy
but you want the tallest and the
shortest part to be labeled and maybe
you just want the tallest so we'll click
label minimum value and remove that
checkbox and now we just have the
tallest value there
and one card that we haven't used yet is
the filters card so
we could allow people
to look at this
but rem only
certain regions so what we can do is we
can come over to region and right click
on it and click show filter and it will
add it to that filters card and now we
can remove central from the mix and just
look at those ones you see if we remove
south the new highest east
now has the label but if we put it back
in south will have the label again if we
don't want to have these filters
we can pull it off there or if we wanted
to filter out
by country oh we just have united states
so let's not filter by country
but we could pull in category
category
and we have these filters by category if
we select them all
they'll all be there
and we click show filter and it will
bring it over here and we can remove our
technology and the south still has the
highest for the other two but if we only
include technology you can see the
difference there
so that's the basics of filters
one another thing that i can mention here
here
is that you can change the type of mark
manually so you saw when we pulled on
region and we pulled on sales it
automatically made us a bar chart but we
could change this to be a line chart and
you can see that the color changes
because we told it to based on region if
we pull that off
then it would be a line chart there
you can change it to be a lot of
different type of visualizations here
so when you're not using show me to help
determine your graphs you can choose it
manually right here okay
okay
now let's
look at
building a scatter plot so scatter plot
is when you have a bunch of shapes and
points on a visualization with two axes
that are both measures
so if we take sales
sales
and put it on the
y-axis and we take
discount and put it on the x-axis we can see
see
our point that represents all of our
data with the sum of sales and the sum
of discount
and if we wanted to see this per
order we'll take order id and put it on
to detail now what detail does is it
determines the level that we are
building our visualization at so
grabbing order id and putting onto detail
detail
gives us all of these little points so
for each order what was our sales
and what was our discount so we have
out here some outliers that you can find
very quickly
let's actually do product id instead so
i'll put it right over top of order id
and it will replace it
now we see all of our products
anything that has high sales is up here
anything that has high discount is over
here you can see that it sort of has a trend
trend where
where
things with high sales do not have high
discounts which makes sense if we wanted to
to
know what
category these products i'll show up in
we could take category
and put it onto shape
and now we have three different shapes
that tell us the categories
tableau has a cool new highlight feature
which allows you to show
just the dimension that you want to see
but it leaves the other ones in place so
for example if we click on furniture
first we have to turn on the highlight
feature and then click on furniture
and now you can see all of the furniture
items popping up in our visualization
and how they're kind of clustered in
this area and the pattern for them when
we click on technology
we can see their pattern which is a
little bit different so we have them by shape
shape
with category let's drag category onto
color as well if you remember category
will determine the color
and the shape at this point and so we
can kind of see the patterns happening there
there
so if we want to see our high discounted items
items
they're all over here and most of the
things that are getting
high discounts are office supplies which
is interesting
and then our highest sales product up
here now we could take that product id
and find out what that product actually
is out of our oh look we have product
name let's replace product id with
product name
and we see that that is a canon image
class advanced copier
so this copier is our big sales person
and office supplies binders do not give
us very many sales and we're highly
discounting them
so now you know a little bit more about
the details card and the shapes card and
about using highlighting tableau
so
let's say
we wanted to know by subcategory what
our profit is like
we could grab
subcategory and pull it onto columns and
we would say we want one column per subcategory
subcategory
and then let's grab profit
and pull it onto rows
and you can quickly see
which categories
are profitable and which ones are not so
we can also take profit and put it onto color
color
so that you can see that even more clearly
clearly
right now it is going from orange to
blue which is tableau's default if we
wanted to change
from what color to what color it was
going we have a lot of options in here
when you go to edit colors
so maybe you wanted to go from red to blue
blue
just to emphasize that the profit that's
negative is bad so we can hit apply and
now we can see red to blue we have our
categories here
our subcategories here but let's
separate it out by category so what i'm
going to do i'm going to take
subcategory off
i'm going to put on category and that's
my category and then i'm going to put
subcategory on after it so when we put
it in order like this the order matters
in tableau so first it breaks it up by
category and then inside of that it
breaks it up by subcategory
so furniture's all here and then there's
our subcategories under furniture if we
were to move subcategory to the front
it really doesn't group it appropriately
because first it's breaking it up by
sub-category and then by category and
that's not effective we end up with
furniture furniture furniture furniture
spread out across our visualization so
again let's put category to the front
and now we have our profit by category
by sub category
and we can click
click
sort subcategory descending by profit
and now what it does is within the
highest group within each group
it then sorts it by profit so you can
tell it's not going to break this group
apart to move tables to the very end
it's going to keep tables inside of
furniture and then it doesn't move
furniture to the very end either so
so
what we have here
is a quick view by category by
subcategory how we're doing on profit we
can see that tables is our biggest drain
on profit and so if we wanted to improve
the profitability of furniture
maybe we would
not sell tables anymore it's just not
working out for us
another thing about this visualization
that we could do to improve it
is you can see that there's some of
these words are getting cut off so
we can right click on this axis and click
click
rotate label and now you can read the
whole word and so that's helpful also up
here we have our title which right now
is the same name as our sheet
so if we rename the sheet to
profit by
sub category
then it names the title up here so this
is making it look a little bit better
and then here we have profit
and it shows it but without any like
dollar signs so let's come up here to profit
profit
and click format and you can see that we
can format the sum of profit
and
we can do it currency by the thousands
now we can get rid of these decimal
places and now you can see it's just a
little bit nicer a little bit more clear
maybe we don't have to have the label
here that says
category subcategory so we can hide
field labels for columns
because it's pretty clear that these are
categories and these are subcategories
so those are some formatting tips for
you formatting in tableau
is one of those things where there are
just a lot of different ways you could
change things
so in more in-depth videos especially
from simply learn you'll learn more and
more about this
also as we are
building these visualizations if you
want to
have access to this data set so that you
can build along with me just make a
comment in the comments below and the
simply learn team will send you this
data set now we're going to take a look
at creating a hierarchy in tableau
so we'll make a new tab
and we're going to make a sheet called
called sales
sales
by product
and so we will be looking at
and let's bring on product name
now there are a lot of products names so
it's going to make sure that you really
want to do this i'm going to click add
all members and now we can see all of
our products and their sales
overall time
so if we sort this we can see our
highest sale selling item which we
discovered earlier as the advanced
copier and we scroll down to the bottom
our lowest selling items
so we have our products and we can group
that by sub category
and you can see i need to put it in the
all right i'm going to take product name
back off and we're going to talk about
hierarchies so a product rolls up into a
sub category which rolls up into a
category you can create a hierarchy by
let's start with subcategory and
dragging it onto category and it's going
to create a hierarchy we'll call it our product
product hierarchy
and now it knows that category is the
parent to subcategory
let's do the same thing by grabbing
the product name and putting it
underneath subcategory so now it knows
categories the parent then there's
subcategory and then there's product
name this allows you to instead of
pulling this off or putting it back on
you can bring category on and then you
can expand it by pressing this plus
button and now we see but here's our
sales by category by sub category
and then here's our sales by category by
subcategory by product name this is
really useful when you're creating a
details section for your users
and so when somebody wants to know
let's say you have
show filter for category and a filter
for subcategory
show filter for subcategory and they're
looking at category here and they're
just like i see technology has the
highest sales and i just want to see
technology so i'm going to unclick
furniture and office supplies
let's put category on top and then so i
just have technology will i want to see
what has the highest sales inside of
technology and let's sort it
phones phones does so i just actually
want to look at phones so i'm going to
remove accessories copiers and machines
and what has the highest sales inside of phones
phones
and sort it and now i can see quickly
the detailed information
without having to change my
visualization let's give this
visualization a little more depth
first i'll add back in all of our
categories and subcategories
by showing across region
so we know technology had the highest
but how does it look across region now
part of the point of tableau is to allow
the users to read the visualizations
very quickly and when you have big
blocks of text like this it's kind of
hard to see which one has the highest
because it doesn't quite stand out very quickly
quickly
so what we can do
is take
sales and drag it onto color
let's change our marks to a square and
now it's going to color each of these it
colors every one of these cells based on
its darkness for sales this is a little
bit heavy of a color you can click color
here and change the opacity to give it a
little bit
of a lighter look
just makes it a little bit see-through
great so now it's a lot easier to see
that the west seems to have the highest sales
sales
and that technology in the east is the
very highest so now when we
drill into subcategory it keeps that
coloring and we can see more in depth
and quicker that phones has the highest
across most of them it's not quite the
highest in the west because chairs is
the highest in the west there is one
place in tableau where hierarchies are
built in and that's in dates so dates in
tableau can be very complex because they allow
allow
very complex visualizations so we will
not go into depth about dates at this
time but let's take a look at how they
work for hierarchies so we have order
date that we can pull onto columns here
and you can see that it's blue meaning
that it's discrete so each one of these
is a header instead of it being an axis
across the top
now let's drag profit
profit
onto rows
so now we can see our profit
over time for each of these years
and tableau has some hierarchies built
into dates already so when i click this
plus on
columns it'll split it out into quarters
so this is a header and these are all
sub headers underneath that header
because it is distinct um and discrete
right now instead of continuous so it's
split out year year year year and
quarters quarters quarters quarters this
allows you to quickly compare quarter
one across all of the years and quarter
two across all the years and quarter
four across all the years
another way you could add some more
detail to this is by taking maybe
category and pulling out a color and now
we have one line for each category and
we can see that a drop in technology
is a big part of the responsibility for
that drop we were seeing in quarter two
of 2016. so let's take that back off and
let's take quarter back off
and let's explore continuous dates so
here in dates we have our top section of
dates and then you see it repeats and we
have the bottom section of dates so
we've got year but we also have year
here quarter and quarter now the top
ones are all discrete and when i change
it to a bottom one
year same thing same here it changes it
to be green and now it's continuous
so now instead of this being a header
for 2013 and a header for 2014 it's an
axis so the difference here is when i
press the plus and then changes it to
quarter instead of adding quarter to
year now it's doing quarter four each
year and making one continuous line and
we can keep going and drill down to month
month
you can go pretty far
now when we add category as color
we get our three lines for the three
categories and we also have highlighting
turned on here still so when we click on
technology we can highlight technology
with the others in the background so we
don't lose the context of the other categories
categories
let's take that back off next let us
talk about calculated fields so we'll
make a new sheet and we're going to
create our first calculated field we can
create a calculated field by clicking
this arrow which gives us some options
and clicking create calculated field or
we can come and click in the white space
below dimensions or below measures and
we right click and click create
calculated field let's name it
profit ratio so this is for if we wanted
to create a visualization that showed
the profit ratio but we don't have that
measure readily available to us to bring
in fields for our calculation you can do
it in one of two ways one is to start
typing it
and it will start auto prompting you for
the different measures or for different
calculations or
values you can use or you can come and
drag it in so if we want profit and we
want sales if we do profit divided by
sales that is
unaggregated
okay and let's make a second calculated
field we could come here and click duplicate
duplicate
and that will duplicate our field but i
just want to start over again so i'll
click create calculated field
and i will call it profit ratio
ratio aggregated
aggregated
and in this one we're going to do sum click
click
of profit
click divided by
sum of sales
okay so now what's the difference
between profit ratio
aggregated and profit ratio on
aggregated how will those behave
differently in tableau let's look at
this by looking at a single order
order
so first let's bring on all the orders
and all the products
under that order and let's look at this order
order so
so
i want to filter this whole dashboard to
only this order so i can right click on
it and click keep only that creates a
filter up here
that only has that box checked
and if i want to get rid of this later
i can just pull it right off of filters
and everything will come back but i want
it so keep only
and now let's take a look at profit
ratio aggregated i double clicked on it
and i added it here and profit ratio
unaggregated again double clicking and
now they're side by side let's give us a
little bit more room
so when i dragged that out it gave us
more room so we could see them side by
side and the entire titles okay so i
chose to look at one order and these
product names because the combination of
order and product name is unique one per
row we know that tableau will aggregate
the data up to the lowest level in the
visualization and i brought it all the
way down to the lowest level of the data
source so we have no aggregation right now
now
so when we're looking at it without any
aggregation these two calculations are
the same profit ratio aggregated let's
look at that again we'll click edit and
that's the one where we sum profit and
some sales before we divide
and then we've got profit ratio
unaggregated so let's also look at
profit and look at sales this is a
technique that i use when i'm trying to
understand how my calculated fields are
working try to break it down to the
lowest level possible and see if it's
doing what i expect
so we've got profit and we've got sales
now both of them are at
point five or fifty percent and that's
because profit is eight and sales six
sixteen for adam's telephone messaging now
now
let's take off product name
when we take off product name we can see
that they start to vary we've got profit
ratio aggregated and profit ratio
unaggregated so here we have profit and
sales the profit ratio should be profit
divided by sales so let's open up a calculator
calculator
and make it a little smaller
so if we take profit at
219.1 and divide it by sales at 508.6
we get
0.4 not 1.8 so where does this 1.8 come from
from
well let's put product name back on here
what happens is with profit ratio
aggregated it sums up the profit and
then divides it by the sum of sales so
that's what we did when we took off
profit ratio and aggregated we had the
sum of profit and divided it by the sum
of sales which is what we want profit
ratio unaggregated however does the
calculation profit divided by sales and then
then
sums it afterwards you can see it right
here it's the sum of profit ratio on
aggregated so it makes this calculation
and then
it adds up 0.5 plus 0.5 plus 0.3 plus 0.5
0.5
and that's where we get our 1.8 which is
what we see
when we pull off product name 1.8 so for
most calculations you want to do profit
ratio aggregated
where you determine how it's aggregated
before you do the calculation
so let's remove profit ratio on aggregated
aggregated
and delete it let's go to profit ratio aggregated
aggregated
and just call it profit ratio
perfect now we no longer need anything
that we have on our visualization right
now so let me show you a quick trick to
clear the board tableau has this button
up here which is called clear sheet you
can also do on windows alt shift
backspace and you just click clear sheet
and it will start you over with that
sheet and that really helps when you've
dragged a bunch of things on and really
made a mess when you're trying things
out okay so we're going to build a
visualization and we're going to look at
region and we're going to look at it by
profit ratio and so now we have this bar
chart by profit ratio let's color this
by region we can also pull on profit and
sales and we can see all three of them
side by side split out by region
now let's say we also wanted to see
each region
by sales per customer so let's create
some calculated fields that will help us
do that let's create our first
calculated field
that's going to get us a count of customers
customers
let's call it total
and so we have customer name and
customer id let's do
count distinct
of customer id and that gives us the
total number of customers
apply so right now we could take total
number of customers and see which
categories have the highest number of
customers perfect but that's just one
part of our calculation we want to see
total sales divided by total number of
customers so let's make our second
calculated field and we're going to call it
it
sales per customer
customer
we're going to do our sum
of sales which we can drag in
and divide that by
total number of customers now you see
that calculated field we just made pops
up inside of our calculation
dialog box and we hit apply
and it shows up so we hit ok and let's replace
replace
total number of customers with
with
sales per customer and now we can see
our sales per customer ratio and which
ones have the highest or for this next
part i'm going to make a couple of
visualizations in a row that all applied
to the same information using a couple
of different tactics so
first let's use show me so i want to
look at
region and sales for this visualization
so i'm going to control click region
region
after i clicked sales so one more time
i'm going to
click on sales and i'm going to control
click region
and i'm going to click show me and it's
going to give me all of the different
visualizations i could make with region
and sales let's pick
tree map
great so now we have a tree map that
shows us our sales
by region
and we have the size and the color of
the box is both sales so let's say we
wanted the size to be sales but the
color to be profit so let's grab profit
and drag that on to sales so now we can
see our most profitable to our least
profitable let's
edit our colors and we're going to
change it from red to blue diverging red
to blue but let's go to advanced and
make the center number zero
this means that it will never be red
unless it's less than zero so let's hit
apply so it's all blue and if anything
ever goes negative then it will be red
okay let's call this sheet sales
sales
perfect
now we're going to start using our geographical
geographical
fields so we have state city country and
postal code let's double click on state
and see what happens
awesome so it is
generated these two fields tableau has
generated longitude and latitude for us
and it's been able to recognize the
states in the united states and where
they're located and given it a longitude
and latitude
so next we will
look at sales
by state by double clicking on sales and
what it's done was change the size of
the dot based on sales now i think i'm
going to move sales from size to color
and it has automatically changed it to a
filled map instead of dots on a map
perfect so now we can see the states
with the
biggest amount of sales let's put it
back onto size and we have our circles again
again
let's put sales on the size not stayed
on to size and we have our circles again
but let's make them a little bit bigger
these two marks on the tableau size line
are to give you an idea of how big and
how small you should go before it gets
too difficult to see so when we go
bigger than the bigger line it detects
that you're getting close to having overlap
overlap
but it's up to you as the builder okay
so we have size for
sales again and for profit onto color
again so you can see
anything that is more profitable is
darker and anything that is less profitable
profitable
or less than zero in this case is orange
let's do what we did with color before
change it to
red blue diverging and set our center
point to zero okay so now we know that
if anything is red it was negative in
profit perfect let's name this sheet sales
sales profit
profit
by state
great now let's look at sales and profit
by category so we have category and
we've made columns so this is when we
drag something to the columns shelf just
remember we want one column per category
and let's double click on sales and it's
going to put it into text and that's not
what i want so let's take sales and drag
it onto rows and it automatically makes
a bar chart so now we have one bar with
the axis of sales for furniture office
supplies and technology
now let's
take profit and also put it on
rows so now we have two bar charts one
for sales and one for profit we can
change which one is a bar and which one
is maybe a bubble chart
by clicking on its appropriate marks
card so if we want to change them both
we can click on all and change them both
to maybe circles and you can see how
they go up and down
but if we want to just change
one of them let's put those back to
automatic we'll go to profit and change
that one to
the circles so now we can see
those profit numbers and if we want them
to be overlaid on the same area
we would right click on profit the
second measure on the rows and click
dual axis so now let's put them onto the
same axis you can see that their axes
are not lined up let's go to sales and
change it back to
a bar
so now we have two charts occupying the
same space
one of them is a bar chart and one of
them is a bubble chart and we can see
our sales versus our profit at least
they're not the same amount of dollars
obviously but we can see a higher
sales and a higher profit we also have
medium sales and a medium profit we have
a medium sales but a really low profit
and it's interesting to see that
contrast so let's rename this sheet as
as sales
sales profit
by category and
and
finally we're going to make our details
sheet so we're going to go down to
subcategory level and bring it onto rows
and remember subcategory can expand out
to the actual products let's bring that
back in and we're going to bring sales
onto columns which makes this a sales
bar chart and profit onto columns which
makes us a profit bar chart now let's
color them by their appropriate
individual color so we'll go to the
sales marks card and drag sales onto color
color
now sales is colored by sales we'll do
the same thing here we did before we'll
go red blue diverging [Music]
[Music]
and make the center
zero we actually don't have to do that
for sales because sales will never be
negative but it's pretty important for
profit so we'll go to the profit marks
card and take profit onto color
and do the same thing there
we have
red blue diverging
advanced center is zero great
so now if it's negative it will be there
so let's sort this
by profit and so both of them have
sorted with profit in mind and we can
easily see our subcategories that have a
negative profit
rename this
and we'll call it our details sheet
so now we have these four visualizations
that all have to do with similar information
information
i think i want these bigger on the
states so we'll just keep making that
bigger perfect now we're going to make
our first dashboard so for our dashboard
we have
information over here that shows you
what sheets you can bring on these get a
little bit more complex so they'll be
covered in more in-depth type of videos
and then we have our size so
we could make a range of sizes based on
um maybe what you're viewing this on but
we're just going to change it to a fixed size
size
and we're going to make it 1400
1400 by
by
a thousand and this is our
dashboard size so let's bring on sales
profit by region
sales and profit by state now a map
needs a little bit more horizontal space
than region does let's bring sales and
profit by category underneath the region
and the detail underneath the state give
our map more space again perfect
now tableau has this neat feature called
uses filter so you can click use this
filter here and now if i click on any of
these it will filter the other
dashboards based on these features so if
i just want to look at the south and i
click on south it zooms into all my
south states now my categories have
updated to be just the south ones and my
details have updated as well so
we could see that central
has pretty big sales you know bigger
than the south but the profit is lower
than the salve so we can click on
central and focus on central
let's use
that uses filter
on all three of these
dashboards that lead us up to the detail
so building a quick dashboard like this
let's make this taller would allow you
to do some sort of analysis such as
let's take a look at central because
they have relatively high profits but
low sales so we click on central and
then we see oh man texas is having a
really hard time so let's click on texas
and now we're seeing in texas that we have
have
negative profit in these categories so
we can control click on furniture and
office supplies and we can see all of
our products that are really just
killing us in texas all of our
subcategories and if we want to go
deeper into products we'll just click
that plus sign and now we see all the
products and we'll sort again
and we can see all the products by
subcategory that are really just killing us
us
and are maybe not worthwhile to make
anymore so we're gonna have to
reconsider making the 3.6 cubic foot
counter height office refrigerator at
least for texas it's not very helpful
there and then when you
back out of that subcategory section you
can also click
click
somewhere neutral in the dashboard or
click on each thing that you had
selected to unselect it and go back to
the main part of your visualization and
start it all over again now let's move
on and take a look on how to create
parameters and sets so new sheet
and let's make a quick visualization
that will apply our parameters and our
sets too
so let's take a look at all of our customers
customers
by their sales and let's sort customer
name descending by sales great so now
we're going to make a parameter that
will allow the user of the dashboard to
choose how many customers they want to
see how many of our top customers that
they want to see
so let's click this down arrow and click
create parameter
and we will name it
great we're going to make it an integer
and we're going to give them the option
to choose the number of customers within
a range our low is going to be 5 so
we'll let them see 5
or up to 20
and we're going to let them skip with
step size of 5. let's start their
current value right in the middle with 10.
10.
okay so now if you want to see how this
parameter looks you can come down to
parameters before we only had dimensions
and measures on the left side of our
tableau workspace but now we have
parameters that has appeared once we
create a parameter we can right click on
that parameter and click show parameter
control and we can see our top end
customers right now our parameter
control isn't built into any of our
visualizations but you can see how it
works we allow them to go down to five
and up to
20 with steps of 5.
great now we're going to create a set a
set is a custom field that defines a
subset of data based on some conditions
so the set we're going to build is going
to be based on customer name so when you
right click on customer name you can
come down and click create hover on
create and create a set with so far when
we created a parameter and a calculated
field you clicked here
with this down arrow and you saw create
calculated field and create parameter
but it's not there a set has to be based
on an existing field so you come and you
click on the field you want it to be
based on and then hover on create and
you see set so here's how we can create a set let's
so here's how we can create a set let's name it
name it top and
top and customers
customers by sales so we're going to allow them to
by sales so we're going to allow them to select the top end customers and have
select the top end customers and have that select our top customers by sales
that select our top customers by sales so we want this set to include anything
so we want this set to include anything that is in the top however many they
that is in the top however many they defined by the parameter
defined by the parameter by sales so you can come over here to
by sales so you can come over here to top
top and change it to by field we want it to
and change it to by field we want it to be top but not just top static 10 we're
be top but not just top static 10 we're going to click here and our parameter
going to click here and our parameter shows up so it's going to be top top end
shows up so it's going to be top top end customers
customers and then you can choose
and then you can choose another field here
another field here for it to be defined by and it's sales
for it to be defined by and it's sales and we want it to be by sum of sales
and we want it to be by sum of sales if we wanted it to be by
if we wanted it to be by the average profit we can come here and
the average profit we can come here and click profit and change this to average
click profit and change this to average and now we would see our top end
and now we would see our top end customers buy average profit
customers buy average profit but we want sales and some
but we want sales and some okay so we've created our set and we can
okay so we've created our set and we can drag it on to rows to see how it works
drag it on to rows to see how it works and we can see these are our top 10
and we can see these are our top 10 customers by their sales and we have
customers by their sales and we have this in slash out
this in slash out that's generated by our set so if we
that's generated by our set so if we take our set
take our set first let's see how this line moves when
first let's see how this line moves when we change our number here so right now
we change our number here so right now it's 10. when we move it up we see our
it's 10. when we move it up we see our line moves down to include the top 15
line moves down to include the top 15 and now we can quickly see our top 20.
and now we can quickly see our top 20. we'll go back to 10
we'll go back to 10 and let's grab the set and drag it onto
and let's grab the set and drag it onto our filters so now we have filtered the
our filters so now we have filtered the data down to our top 10. if this were
data down to our top 10. if this were applied to a dashboard this would allow
applied to a dashboard this would allow the end user to see the top 10 quickly
the end user to see the top 10 quickly and then maybe expand it out to the top
and then maybe expand it out to the top 20 if they're interested in that
20 if they're interested in that information now let's move on to
information now let's move on to creating a donut chart so a donut chart
creating a donut chart so a donut chart is basically a pie chart with a white
is basically a pie chart with a white center so let's start by building a pie
center so let's start by building a pie chart which in tableau is pretty easy
chart which in tableau is pretty easy especially if you use show me so let's
especially if you use show me so let's create a pie chart for each category
create a pie chart for each category by sales so you're going to click
by sales so you're going to click category and then we're going to control
category and then we're going to control click sales so we have them both
click sales so we have them both selected we'll come over to show me and
selected we'll come over to show me and click
click pie and there we have our pie chart
pie and there we have our pie chart we'll close show me let's come up here
we'll close show me let's come up here and click entire view so we see our pie
and click entire view so we see our pie very clearly here if we wanted to have
very clearly here if we wanted to have one pi for each
one pi for each region we can take region and drag that
region we can take region and drag that onto columns so we have one column for
onto columns so we have one column for each region and then one pi for each of
each region and then one pi for each of them you can see that the pie varies in
them you can see that the pie varies in size based on sales as well as the angle
size based on sales as well as the angle is for sales so east has more sales in
is for sales so east has more sales in general than south
general than south and this helps you to see that
and this helps you to see that technology
technology has smaller sales in the south than it
has smaller sales in the south than it does in the east so i recommend keeping
does in the east so i recommend keeping if you're going to make pie charts
if you're going to make pie charts allowing the size of the pie chart to be
allowing the size of the pie chart to be affected as well as the angle by
affected as well as the angle by whatever measure you're using but for
whatever measure you're using but for our purposes for donut charts we're
our purposes for donut charts we're going to want them to all be the same
going to want them to all be the same size so we took sales off of
size so we took sales off of size and now we have all of our pie
size and now we have all of our pie charts the same size now we're going to
charts the same size now we're going to make what's called a dual access chart
make what's called a dual access chart and to make a dual axis chart we have to
and to make a dual axis chart we have to have two axes so let's grab
have two axes so let's grab number of records and we'll grab it and
number of records and we'll grab it and drag it to rows and we will change it
drag it to rows and we will change it from sum to minimum and that's because
from sum to minimum and that's because every record
every record will have a minimum number of rows of
will have a minimum number of rows of one and then they all end up on the same
one and then they all end up on the same axis great and now we're going to make a
axis great and now we're going to make a second number of records by minimum and
second number of records by minimum and we can do that by doing those steps
we can do that by doing those steps again by dragging number of records up
again by dragging number of records up here and changing it to minimum again
here and changing it to minimum again or a quick trick that i can show you is
or a quick trick that i can show you is if you want to
if you want to duplicate anything you have on the chart
duplicate anything you have on the chart here you can just hit control and then
here you can just hit control and then click and drag it and it will duplicate
click and drag it and it will duplicate it so if you wanted your number of
it so if you wanted your number of records to also be down here onto your
records to also be down here onto your details or on your labels you can
details or on your labels you can control click it and then leave it there
control click it and then leave it there great so now we have our two axes
great so now we have our two axes and we have our two marks cards that
and we have our two marks cards that each affect their own
each affect their own set of visualizations so let's go to
set of visualizations so let's go to this top one affects these so let's show
this top one affects these so let's show that by changing the size
that by changing the size and it's made these bigger and this
and it's made these bigger and this bottom one affects these and we'll do
bottom one affects these and we'll do that by changing it to
that by changing it to circle so now each of these are a circle
circle so now each of these are a circle let's take category off of color and we
let's take category off of color and we can take some of sales off of detail and
can take some of sales off of detail and let's change the color to white
let's change the color to white and now we're going to put this white
and now we're going to put this white circle on top of our pie chart by
circle on top of our pie chart by clicking here on our second measure
clicking here on our second measure and clicking dual axis and now it's got
and clicking dual axis and now it's got them lined up one on top of the other
them lined up one on top of the other and we have our doughnut chart so if we
and we have our doughnut chart so if we want our donut
want our donut slices to be a little thinner we can
slices to be a little thinner we can change the size of our inner circle and
change the size of our inner circle and make it bigger
make it bigger perfect and so now we have one pie chart
perfect and so now we have one pie chart for each region one donut chart for each
for each region one donut chart for each region and if we wanted to take
region and if we wanted to take this header and put it inside of our pie
this header and put it inside of our pie chart what we can do is take region and
chart what we can do is take region and put it on the label for the circle and
put it on the label for the circle and it's putting it down here you can come
it's putting it down here you can come and edit that by clicking on label and
and edit that by clicking on label and changing its alignment so let's put it
changing its alignment so let's put it in the middle
in the middle perfect so now we can see
perfect so now we can see our header here so we don't need it down
our header here so we don't need it down here anymore you can right click and
here anymore you can right click and click
click show header and it hides that header we
show header and it hides that header we also don't want to see our labels for
also don't want to see our labels for our axes so we right click and click
our axes so we right click and click show header there and now we just see
show header there and now we just see our pies
our pies so to get how the number of sales here
so to get how the number of sales here for each of them let's go to
for each of them let's go to remember our pie marks card and let's
remember our pie marks card and let's take
take our sales and add it to label so now
our sales and add it to label so now each of our slices of pie
each of our slices of pie can tell you how much sales they have if
can tell you how much sales they have if you take the sales here that's on label
you take the sales here that's on label right click and click format we can
right click and click format we can change that to currency
change that to currency and let's get rid of our decimal places
and let's get rid of our decimal places perfect now close formatting and let's
perfect now close formatting and let's say we want the total
say we want the total amount of sales to be in the middle here
amount of sales to be in the middle here with central so we go back to affecting
with central so we go back to affecting our circle grab sales drag it to label
our circle grab sales drag it to label so now we have four doughnut charts
so now we have four doughnut charts formatted to allow us to quickly see the
formatted to allow us to quickly see the sales numbers
sales numbers for each segment and also for the donut
for each segment and also for the donut as a whole you can also change the
as a whole you can also change the colors that tableau selects for each
colors that tableau selects for each slice by coming to the marks card that
slice by coming to the marks card that has color for the pie so category color
has color for the pie so category color and clicking edit colors and you could
and clicking edit colors and you could change it to
change it to any of these automatic ones
any of these automatic ones where if you double click on one it
where if you double click on one it gives you all of the options for colors
gives you all of the options for colors that you could possibly want there's
that you could possibly want there's also several different palettes you
also several different palettes you could choose from so let's say we like
could choose from so let's say we like this one and you can just click assign
this one and you can just click assign palette and it will grab those off of
palette and it will grab those off of there those look very similar to what we
there those look very similar to what we have already so i'm going to pick a
have already so i'm going to pick a different one
different one and click assign palette click apply
and click assign palette click apply and this allows you to make some color
and this allows you to make some color changes you can fit your business a
changes you can fit your business a little bit more
little bit more specifically
specifically perfect let's say
perfect let's say we make our pies bigger
crease that size and we'll also increase the center size
and we'll also increase the center size oh not that much perfect
oh not that much perfect now we'll use a similar technique to
now we'll use a similar technique to create the two-dimensional pie chart
a two-dimensional pie chart can be used so that you can show
so that you can show two pie charts at the same time
two pie charts at the same time or a pie chart that's kind of split up
or a pie chart that's kind of split up by different categories this has been
by different categories this has been available in some other tools and
available in some other tools and tableau can do it too so let's just
tableau can do it too so let's just demonstrate that we're going to start
demonstrate that we're going to start again by creating our
again by creating our generic category by sales so we'll
generic category by sales so we'll control click sales we come over to show
control click sales we come over to show me and click pie and it makes our pie
me and click pie and it makes our pie for us it remembers the colors that you
for us it remembers the colors that you have determined in other pages so that's
have determined in other pages so that's a nice feature again let's make it
a nice feature again let's make it entire view so we can see our pie nice
entire view so we can see our pie nice and big and now we're going to
and big and now we're going to create our dual axis again so we grab
create our dual axis again so we grab number of records put it on rows and see
number of records put it on rows and see how it adds an axis but each one of
how it adds an axis but each one of these categories has a different value
these categories has a different value for the number of records however they
for the number of records however they have the same minimum
have the same minimum value for number of records and it puts
value for number of records and it puts them all right back onto the same spot
them all right back onto the same spot great and then we will control click and
great and then we will control click and drag to make our two axes
drag to make our two axes let's come to our top one
let's come to our top one and make it bigger
and make it bigger that affected both of them because we
that affected both of them because we still have sales on size
still have sales on size for both of them
for both of them so sales is affecting the size of the
so sales is affecting the size of the pie chart as well as the size of the
pie chart as well as the size of the angles so let's take sales off of size
angles so let's take sales off of size for both of them
for both of them and make the second pie chart a little
and make the second pie chart a little smaller perfect now let's also affect
smaller perfect now let's also affect our second pie chart by having the color
our second pie chart by having the color defined by region instead of defined by
defined by region instead of defined by sales let's talk about how i'm replacing
sales let's talk about how i'm replacing it with region so you could change the
it with region so you could change the color by dragging region onto color and
color by dragging region onto color and that replaces it or let's go back and we
that replaces it or let's go back and we can drag region right on top of the
can drag region right on top of the thing we're trying to replace and it
thing we're trying to replace and it will replace it there
will replace it there great so now we have the smaller circle
great so now we have the smaller circle that's going to go on top split up by
that's going to go on top split up by region with the angle defined by sales
region with the angle defined by sales and the category is on the top one with
and the category is on the top one with the angle defined by sales let's pick
the angle defined by sales let's pick some nicer colors
some nicer colors maybe we'll use the same palette we used
maybe we'll use the same palette we used for
for category
this one this one seems right but we'll pick different ones than those three so
pick different ones than those three so we click on the one we want to change
we click on the one we want to change and click on the color we want to change
and click on the color we want to change it to i'm just going to keep following
it to i'm just going to keep following this write down
this write down apply great and then we
apply great and then we put it on top of the other one by
put it on top of the other one by clicking dual axes now sometimes it's
clicking dual axes now sometimes it's easier to see these when they have a
easier to see these when they have a border so we can come to color we click
border so we can come to color we click border and add maybe some black lines
border and add maybe some black lines it's allow you to see the inner pie
it's allow you to see the inner pie separate from the outer pie
separate from the outer pie maybe
our border could have white lines how does that look
does that look and we can make them both bigger
and we can make them both bigger like we did before
well not that big and you can also add labels like we did
and you can also add labels like we did before
and you can see that hovering allows you to see all the information you need now
to see all the information you need now one more thing
one more thing so while we like to hide
so while we like to hide this axis
we'd also like to maybe hide this grid line that's occurring so you can click
line that's occurring so you can click right click and format and let's go to
right click and format and let's go to our lines
our lines that change that zero line to none
that change that zero line to none perfect get rid of some of the clutter
perfect get rid of some of the clutter on this visualization i still feel like
on this visualization i still feel like this outer pie should be a little bigger
this outer pie should be a little bigger and we want to clean up our tool tip so
and we want to clean up our tool tip so it doesn't have min number of records in
it doesn't have min number of records in it this piece should be 100 behind the
it this piece should be 100 behind the scenes so we can come tool tip right as
scenes so we can come tool tip right as you click on it it'll pop up with
you click on it it'll pop up with everything that's in your tool tip and
everything that's in your tool tip and we're just going to erase
we're just going to erase min number of records i erased too much
min number of records i erased too much you need to leave your angle brackets
you need to leave your angle brackets okay and now this piece of the pie no
okay and now this piece of the pie no longer has that the inner one let's do
longer has that the inner one let's do that there too
that there too min number of records remove that right
min number of records remove that right out
out and there you have it a two-dimensional
and there you have it a two-dimensional pie chart and here are our donut charts
pie chart and here are our donut charts this demonstration goes to show you that
this demonstration goes to show you that even when tableau doesn't have
even when tableau doesn't have visualization you're looking for in
visualization you're looking for in their basic show me options you can
their basic show me options you can still get to it so donut charts aren't
still get to it so donut charts aren't included up here and neither is a
included up here and neither is a two-dimensional pie chart but without
two-dimensional pie chart but without too much extra work we can make it
too much extra work we can make it happen these visualizations are a little
happen these visualizations are a little bit more complex than your everyday
bit more complex than your everyday visualizations and so i recommend going
visualizations and so i recommend going through this tutorial with the data set
through this tutorial with the data set and following along if you want access
and following along if you want access to the data set just comment below and
to the data set just comment below and the simply learned team will get back to
the simply learned team will get back to you also comment below with any
you also comment below with any questions you have
questions you have at this point in the presentation we're
at this point in the presentation we're going to put together some dashboards so
going to put together some dashboards so first let's build our worksheets for
first let's build our worksheets for this dashboard we're going to build a
this dashboard we're going to build a worksheet called
worksheet called sales by
sales by year which adds the name up here and
year which adds the name up here and we're going to
we're going to take our order date and drag it onto
take our order date and drag it onto columns and now we want this to be a
columns and now we want this to be a continuous axis so we're going to change
continuous axis so we're going to change it to our continuous year and now we
it to our continuous year and now we have an axis and we're going to look at
have an axis and we're going to look at sales
sales so now we have our sales by year if we
so now we have our sales by year if we want labels on each of these dots we can
want labels on each of these dots we can drag sales onto
drag sales onto labels and if we want to have different
labels and if we want to have different color lines for each region for example
color lines for each region for example we can drag region onto color
we can drag region onto color and that splits our lines up
and that splits our lines up into the different regions and gives us
into the different regions and gives us a legend over here perfect now we're
a legend over here perfect now we're going to duplicate this sheet by right
going to duplicate this sheet by right clicking down here and clicking
clicking down here and clicking duplicate now we have sales by year two
duplicate now we have sales by year two let's rename it to
let's rename it to profit
profit by year
by year and then let's drag profit right over
and then let's drag profit right over top of sum of sales
top of sum of sales so that it replaces it with profit now
so that it replaces it with profit now it's been replaced with profit and all
it's been replaced with profit and all these different data points are here
these different data points are here however it's still showing the title of
however it's still showing the title of some of sales and that can be very
some of sales and that can be very confusing so always make sure that your
confusing so always make sure that your labels are consistent with your data so
labels are consistent with your data so let's take profit and drag it over top
let's take profit and drag it over top of the type labels as well that's more
of the type labels as well that's more consistent with our axis
consistent with our axis so now we have sales by year and we have
so now we have sales by year and we have profit by year
profit by year let's do a couple of things to clean
let's do a couple of things to clean these up
these up like
like right click here
right click here go format and we'll change our numbers
go format and we'll change our numbers to
to currency
currency custom
custom and now it's marked as dollars
and now it's marked as dollars one thing you can do in tableau is let's
one thing you can do in tableau is let's undo that
undo that since sales is going to be dollars
since sales is going to be dollars pretty much everywhere we use it we can
pretty much everywhere we use it we can define our default property for these
define our default property for these numbers so when we right click on the
numbers so when we right click on the measure here you can go to default
measure here you can go to default properties and you have the options to
properties and you have the options to change the defaults for any of these
change the defaults for any of these things and we're going to change our
things and we're going to change our number format
number format change it to
change it to currency custom
currency custom no decimal places hit ok and that also
no decimal places hit ok and that also has updated this sheet now that only
has updated this sheet now that only works on places where you haven't
works on places where you haven't specifically defined it to be formatted
specifically defined it to be formatted differently so we could still define it
differently so we could still define it to be different here on this sheet than
to be different here on this sheet than it is on any other sheet
it is on any other sheet let's do the same thing for profit
let's do the same thing for profit change our default properties
change our default properties to
the same thing great now let's build our dashboard
we're going to call this our overall dashboard
overall dashboard change our
change our size
this size is a personal preference of mine i think it fits nicely
mine i think it fits nicely on the laptops that i use and that is
on the laptops that i use and that is used by most of our customers now let's
used by most of our customers now let's drag sales by year now watch what
drag sales by year now watch what happens when i drag it on here it brings
happens when i drag it on here it brings sales by year but it also brings the
sales by year but it also brings the legend
legend for the region that was created the same
for the region that was created the same thing should happen with profit by year
thing should happen with profit by year it's detected that the same legend is
it's detected that the same legend is being used so it didn't bring over a
being used so it didn't bring over a second legend and we have highlighting
second legend and we have highlighting turned on let's see if this works for
turned on let's see if this works for both charts we click on central and you
both charts we click on central and you see it highlights central in both charts
see it highlights central in both charts that's great so now we have a dashboard
that's great so now we have a dashboard showing us profit by year and sales by
showing us profit by year and sales by year but let's say we want to be able to
year but let's say we want to be able to filter this dashboard to just maybe one
filter this dashboard to just maybe one category so let's go back to our sales
category so let's go back to our sales by year sheet
by year sheet and let's drag category
and let's drag category onto filters
onto filters and now it's going to let us select
and now it's going to let us select we're going to select all
we're going to select all and hit ok and then right click on
and hit ok and then right click on category and click show filter so now it
category and click show filter so now it is over here
is over here and we're going to do
and we're going to do a similar thing on profit by year but
a similar thing on profit by year but we'll do the shortcut where you come
we'll do the shortcut where you come over here to category you right click on
over here to category you right click on it and you just click show filter and it
it and you just click show filter and it puts it here and it puts it here
puts it here and it puts it here so now we have
so now we have a filter here for category
a filter here for category and a filter here for category
and a filter here for category and so when we go to overall
and so when we go to overall we can come to our
we can come to our drop down here more options
drop down here more options hover over filters
hover over filters and you can see category now here's an
and you can see category now here's an interesting thing that we'll see
interesting thing that we'll see even though we have a category filter on
even though we have a category filter on both charts when i take furniture out
both charts when i take furniture out you can see only sales by year changed
and profit by year stayed the same now why would that be
why would that be that's because we have two different
that's because we have two different filters for category one on the sales
filters for category one on the sales worksheet and one on the profit by year
worksheet and one on the profit by year worksheet i'll show that
worksheet i'll show that by clicking here
by clicking here going to filters
going to filters and grab category now we have category
and grab category now we have category that will affect
that will affect profit by year and not sales by year
profit by year and not sales by year that's not what we want we want one
that's not what we want we want one filter to affect them both so
filter to affect them both so let's back it up a bit
let's back it up a bit take these back off let's go to profit
take these back off let's go to profit by year now we're going to take off
by year now we're going to take off category
category let's go to sales by year and we're
let's go to sales by year and we're going to say we want this same filter to
going to say we want this same filter to affect both worksheets so we're going to
affect both worksheets so we're going to right click here hover over apply to
right click here hover over apply to worksheets and click selected worksheets
worksheets and click selected worksheets now we select sales by year is selected
now we select sales by year is selected and we select profit by year okay so
and we select profit by year okay so when we go to
when we go to the profit by year
the profit by year sheet
sheet you can see that it now has category on
you can see that it now has category on there let's go to overall let's come
there let's go to overall let's come here
here filters category and now we have a
filters category and now we have a filter
filter that affects both worksheets
there we go let's format this filter a little bit we'll come to more options
little bit we'll come to more options and we're going to select we want them
and we're going to select we want them to be able to select multiple values
to be able to select multiple values still but let's do it in a drop down
still but let's do it in a drop down so now
so now you still have those options
you still have those options but it is a little bit more compact
but it is a little bit more compact let's do
let's do a couple more filters so we can do by
a couple more filters so we can do by category
category let them filter out regions
let them filter out regions let's do it the the shorter way right
let's do it the the shorter way right click
click show filter there it is apply to
show filter there it is apply to worksheets
worksheets selected worksheets
selected worksheets both of these
both of these okay
okay dashboard
filters and by region multiple values drop down
multiple values drop down and let's let them
and let's let them change their
change their time selection so this one's a little
time selection so this one's a little bit different since we've already
bit different since we've already determined that we wanted year and we
determined that we wanted year and we wanted it to be continuous filters for
wanted it to be continuous filters for continuous
continuous fields are a little bit different than
fields are a little bit different than filters for
filters for these discrete fields and that's because
these discrete fields and that's because continuous fields are a range instead of
continuous fields are a range instead of just a list so we don't list out a
just a list so we don't list out a continuous field we make a range for it
continuous field we make a range for it so we've already defined that we want it
so we've already defined that we want it to be continuous year and if i come over
to be continuous year and if i come over here
here and click on right click order date and
and click on right click order date and click show filter it's doing discrete
click show filter it's doing discrete year by default
year by default so
so remove filter if you drag order date
remove filter if you drag order date onto filters
onto filters it lets you pick what you want it to
it lets you pick what you want it to look at
look at let's come up here to year that's
let's come up here to year that's already marked as continuous and click
already marked as continuous and click show filter and now it is year but it's
show filter and now it is year but it's based on a range and we have this slider
based on a range and we have this slider and you can see how that slider affects
and you can see how that slider affects our visualization
our visualization let me show you a trick to make this
let me show you a trick to make this apply to both not a trick but just if
apply to both not a trick but just if you have not applied it to both
you have not applied it to both worksheets but you already added it to
worksheets but you already added it to the visualization see it's here but it's
the visualization see it's here but it's only affecting one worksheet you can
only affecting one worksheet you can change the worksheets
change the worksheets settings right on the filter instead of
settings right on the filter instead of having to go to
having to go to the worksheet where the filter exists
the worksheet where the filter exists and it will only give you the options of
and it will only give you the options of the worksheets that are on the dashboard
the worksheets that are on the dashboard so there we have it
now it affects both and now we have our overall dashboard
overall dashboard now let's say you want to be able to see
now let's say you want to be able to see the total sales on this chart as well as
the total sales on this chart as well as the sales split up by
the sales split up by each of the regions we can do that as
each of the regions we can do that as well so let's go back to our sales sheet
well so let's go back to our sales sheet as a quick tip you can go to the sheet
as a quick tip you can go to the sheet by clicking this go to sheet button here
by clicking this go to sheet button here or here
or here in the event that you want to go to a
in the event that you want to go to a sheet but you don't want to scroll back
sheet but you don't want to scroll back and forth to find where it is so go to
and forth to find where it is so go to sheet now we're going to do a dual
sheet now we're going to do a dual access chart again like we showed
access chart again like we showed earlier and i'm going to control
earlier and i'm going to control click and drag
click and drag so now we have some of sales twice
so now we have some of sales twice this marks card affects the top one so
this marks card affects the top one so we can see that by if i change the
we can see that by if i change the opacity
opacity how it changes the color right here this
how it changes the color right here this is the top one
is the top one and this marks card is the bottom one
and this marks card is the bottom one and we're going to remove region
and we're going to remove region off of color and that makes our combined
off of color and that makes our combined one line again perfect now if we want
one line again perfect now if we want this to be on the same space as this we
this to be on the same space as this we right click here the second measure in
right click here the second measure in the rows section and click dual axis
the rows section and click dual axis so let's put it right on top i can see
so let's put it right on top i can see this versus this now if we wanted to on
this versus this now if we wanted to on hover show that this is overall sales we
hover show that this is overall sales we can click on tool tip region is missing
can click on tool tip region is missing because we don't have it with the color
because we don't have it with the color by region anymore so we'll erase that
by region anymore so we'll erase that and put
and put oh we don't want it to be orange let's
oh we don't want it to be orange let's make it black
make it black overall sales okay so when you hover
overall sales okay so when you hover here it says overall sales so we can see
here it says overall sales so we can see the difference easily let's make it um a
the difference easily let's make it um a little bit more of a color that'll stand
little bit more of a color that'll stand out just a little darker than the others
out just a little darker than the others perhaps
perhaps so when we go back to our work or our
so when we go back to our work or our dashboard we can see sales and we can
dashboard we can see sales and we can see our overall sales let's do the same
see our overall sales let's do the same thing for profit by year
thing for profit by year go to sheet
go to sheet and
and control
control drag
drag release
release we'll go to our marks card for this
we'll go to our marks card for this second sheet and pull off region
second sheet and pull off region make it darker
make it darker change our tool tip
change our tool tip not orange
not orange overall
overall profit
profit okay
okay and right click
and right click dual axis
dual axis there we go now i forgot to do one thing
there we go now i forgot to do one thing on the last dashboard when you make a
on the last dashboard when you make a dual access dashboard it doesn't
dual access dashboard it doesn't necessarily
necessarily um sync up these axes and so this axis
um sync up these axes and so this axis over here is for the overall line and
over here is for the overall line and this axis over here is for the region
this axis over here is for the region line
line so if we want it to stay that way we
so if we want it to stay that way we should
should edit our axes and instead of calling it
edit our axes and instead of calling it just profit over here
just profit over here we'll change it to overall profit
we'll change it to overall profit and over here
profit by region
by region just so that it's clear which axis goes
just so that it's clear which axis goes to the which one
to the which one or
or you can come here and click synchronize
you can come here and click synchronize axes so it's very clear that this is
axes so it's very clear that this is much bigger than these
much bigger than these and if you synchronize the axes
and if you synchronize the axes let's go back before we named him
let's go back before we named him okay synchronize the axis then we don't
okay synchronize the axis then we don't need both of these headers so we can
need both of these headers so we can come here and click show header and we
come here and click show header and we just have the one let's do the same
just have the one let's do the same thing on sales by year
synchronize always good to make sure that your axes
always good to make sure that your axes are either synchronized or well labeled
are either synchronized or well labeled and let's hide it let's see what it
and let's hide it let's see what it looks like now
looks like now great
okay one thing to keep in mind when we do
when we do filter to just one region
filter to just one region the lines are going to end up at the
the lines are going to end up at the same spot
same spot if we filter to two
then it's only the sum of those two so
so perhaps the header overall sales and
perhaps the header overall sales and overall profit isn't quite accurate
overall profit isn't quite accurate because it isn't overall necessarily
because it isn't overall necessarily when we have it filtered um why does
when we have it filtered um why does this happen
this happen why doesn't this line always show the
why doesn't this line always show the total no matter what you select here
total no matter what you select here well that's because this filter applies
well that's because this filter applies to the whole dashboard so it filters
to the whole dashboard so it filters this line to those regions just as much
this line to those regions just as much as it filters these lines
so i'm going to remove out that tooltip line because it could be a little
line because it could be a little misleading
let's continue on and make a dashboard that digs a little bit more into sales
that digs a little bit more into sales specifically great so we'll make our
specifically great so we'll make our first sheet we'll call it
sales by region and we're going to make another pie
and we're going to make another pie chart so
chart so let's do it using show me we'll click on
let's do it using show me we'll click on region
region and then we will control click on sales
and then we will control click on sales open up show me click pie
open up show me click pie close it again great so now we have the
close it again great so now we have the sales by region pi we'll make it the
sales by region pi we'll make it the entire view and when you hover you can
entire view and when you hover you can see that it's showing us sales in dollar
see that it's showing us sales in dollar amounts now it would be
amounts now it would be more
more like a pie for it to be percentages so a
like a pie for it to be percentages so a lot of pies each of these slices is
lot of pies each of these slices is shown as a percentage of the whole
shown as a percentage of the whole at one hundred percent so let's come
at one hundred percent so let's come here to our slice size we'll right click
here to our slice size we'll right click on it and we're going to use what's
on it and we're going to use what's called a quick table calculation
called a quick table calculation and change it to percent of total so now
and change it to percent of total so now when you hover you can see that the west
when you hover you can see that the west is 31
is 31 of the pie
of the pie great
great let's also label each of these slices so
let's also label each of these slices so i'm going to control click and drag
i'm going to control click and drag region onto label
region onto label and add region to the labels i'm going
and add region to the labels i'm going to undo that and show you what would
to undo that and show you what would happen if i just dragged region onto
happen if i just dragged region onto labels without copying it without
labels without copying it without holding ctrl it will move it
holding ctrl it will move it and get rid of our colors and we don't
and get rid of our colors and we don't want that so we're going to control and
want that so we're going to control and drag another way to do this let's go
drag another way to do this let's go back is by taking region and dragging it
back is by taking region and dragging it onto label just straight from over here
onto label just straight from over here but in this case for the sum of sales
but in this case for the sum of sales where we've applied the quick table
where we've applied the quick table calculation we want that quick table
calculation we want that quick table calculation to also show up in our label
calculation to also show up in our label so i'm going to control and drag
so i'm going to control and drag and it brings that quick table
and it brings that quick table calculation along with it if i were to
calculation along with it if i were to undo just drag sales on it's going to go
undo just drag sales on it's going to go back to that dollar amount and i'm going
back to that dollar amount and i'm going to have to add another quick table
to have to add another quick table calculation so instead ctrl and drag
calculation so instead ctrl and drag that's probably one of my very favorite
that's probably one of my very favorite tableau tricks great now let's add a
tableau tricks great now let's add a filter for region so i'm going to right
filter for region so i'm going to right click here and click show filter and we
click here and click show filter and we will make sure that this gets added to
will make sure that this gets added to all of our sheets once we've made them
all of our sheets once we've made them all
all okay next sheet we're going to call this
okay next sheet we're going to call this sheet
sheet sales by state
sales by state let's do a map great so um one way to
let's do a map great so um one way to get your map started is to double click
get your map started is to double click on any of these dimensions that have a
on any of these dimensions that have a globe next to them so since we want to
globe next to them so since we want to go with state we can double click on
go with state we can double click on state
state and it starts mapping out state so what
and it starts mapping out state so what it does is it adds latitude and
it does is it adds latitude and longitude to our rows and columns that
longitude to our rows and columns that are generated here and another way to
are generated here and another way to get going so let's go back is to click
get going so let's go back is to click on the geographic part you want and then
on the geographic part you want and then control click on sales like we did for
control click on sales like we did for map sorry for our pie chart come over to
map sorry for our pie chart come over to show me and choose one of our maps we
show me and choose one of our maps we could do it with the circles but we're
could do it with the circles but we're going to do a field map
going to do a field map click on that so now we have our field
click on that so now we have our field map based on state
map based on state we can choose one of these different
we can choose one of these different palettes if we'd like let's try this one
palettes if we'd like let's try this one or blue teal
or blue teal or we could do green so that darker
or we could do green so that darker green means more money
green means more money great so now we have all of our states
great so now we have all of our states colored by sales let's also control and
colored by sales let's also control and drag sales onto label
drag sales onto label and you can see we have the dollar sign
and you can see we have the dollar sign and the money formatting that we made
and the money formatting that we made earlier and let's control and drag state
earlier and let's control and drag state onto label
onto label now maybe we want the state to be on top
now maybe we want the state to be on top so we can click on label and it pops up
so we can click on label and it pops up with all these different options and if
with all these different options and if we want to edit the text you can click
we want to edit the text you can click here
here on the ellipses
on the ellipses and edit it there so let's cut state
and edit it there so let's cut state and paste it
and paste it at the top there i think i lost my
at the top there i think i lost my center alignment so we'll do that again
center alignment so we'll do that again hit apply see what we think
hit apply see what we think great okay so now you can see that puts
great okay so now you can see that puts the state on top you can also see in
the state on top you can also see in some of these places where they're super
some of these places where they're super close together that you can't see all of
close together that you can't see all of the state's labels and that's because
the state's labels and that's because this option here in labels is unchecked
this option here in labels is unchecked allow labels to overlap other marks so
allow labels to overlap other marks so tableau senses when the marks are too
tableau senses when the marks are too close together and it's going to become
close together and it's going to become too hard to read and we'll hide anything
too hard to read and we'll hide anything that overlaps with each other if we
that overlaps with each other if we click this option now you see everything
click this option now you see everything but it gets a little crowded over here
but it gets a little crowded over here so let's unselect that and you'll be
so let's unselect that and you'll be able to see what the sales are upon
able to see what the sales are upon hover
hover great now we have our sales by state
great now we have our sales by state for filters for this one let's no let's
for filters for this one let's no let's right click on sales here and click show
right click on sales here and click show filter so basically wherever you're
filter so basically wherever you're using your metrics your dimensions or
using your metrics your dimensions or your measures you can right click on
your measures you can right click on them
them and create your filters um so now we
and create your filters um so now we could uh the lowest amount for a state
could uh the lowest amount for a state is 920
is 920 for sales for this time period and we
for sales for this time period and we could filter out ones that have sales
could filter out ones that have sales lower than that but
lower than that but i think this isn't what i want let's
i think this isn't what i want let's remove that filter let's do it for the
remove that filter let's do it for the state show filter great so now we could
state show filter great so now we could filter out
filter out a state we could just show
a state we could just show arizona
arizona or show them all
or show them all excellent let's move on to our next
excellent let's move on to our next visualization new sheet
visualization new sheet rename it to be called sales by
rename it to be called sales by sub category
sub category great so we're going to drag on category
great so we're going to drag on category onto columns and subcategory we could
onto columns and subcategory we could either drag on subcategory here or
either drag on subcategory here or because of our hierarchy press plus now
because of our hierarchy press plus now we have subcategory and category and
we have subcategory and category and let's bring on sales it's defaulting to
let's bring on sales it's defaulting to this bar chart which is perfect that's
this bar chart which is perfect that's what i want and now we could color it by
what i want and now we could color it by subcategory and this is a discrete
subcategory and this is a discrete coloring we could also color it by
coloring we could also color it by sales
sales and this is a continuous coloring so the
and this is a continuous coloring so the darkest corresponds with the height now
darkest corresponds with the height now we don't need to do this there is
we don't need to do this there is already an indicator of who has the most
already an indicator of who has the most sales and that's based on the bar height
sales and that's based on the bar height so if we wanted to color it by
so if we wanted to color it by subcategory then each one of them gets
subcategory then each one of them gets their own color we could color it by
their own color we could color it by category to
category to add to
add to the distinction between the different
the distinction between the different categories so that's very clear
categories so that's very clear where they start and stop let's do by
where they start and stop let's do by sub category excellent so now we have
sub category excellent so now we have three different dashboards oh let's add
three different dashboards oh let's add some filters for subcategory so let's
some filters for subcategory so let's bring on
bring on category as our filter so we'll right
category as our filter so we'll right click here click show filter there's
click here click show filter there's category and let's do a filter for
category and let's do a filter for our date so we're going to come here to
our date so we're going to come here to order date let's drag it onto filters
order date let's drag it onto filters and let's click years
and let's click years now these are all the years options
now these are all the years options we'll click all
we'll click all and hit ok right click here and click
and hit ok right click here and click show filter
show filter so now instead of doing a range where we
so now instead of doing a range where we could drag that line now we have
could drag that line now we have discrete filter and so we can check and
discrete filter and so we can check and uncheck boxes to choose what years we
uncheck boxes to choose what years we want to see
want to see awesome let's start with our dashboard
awesome let's start with our dashboard let's call this dashboard
let's call this dashboard our sales dashboard and change our size
if you have any questions about different sizes what's available here be
different sizes what's available here be sure to ask that in the comments below
sure to ask that in the comments below and
and let's start with pulling on our sales by
let's start with pulling on our sales by region so last time we pulled on a chart
region so last time we pulled on a chart we saw that it added the legend for us
we saw that it added the legend for us but this time you can see it added both
but this time you can see it added both the legends
the legends and the filter so last time we created
and the filter so last time we created the filters after we built the dashboard
the filters after we built the dashboard but this time you can see that the
but this time you can see that the filter um gets brought in when we
filter um gets brought in when we brought in the dashboard let's do our
brought in the dashboard let's do our sales by state side by side here and
sales by state side by side here and let's do sales by subcategory underneath
let's do sales by subcategory underneath so i dragged it you can see how i pull
so i dragged it you can see how i pull it towards the bottom of the dashboard
it towards the bottom of the dashboard and it kind of fills in the space where
and it kind of fills in the space where it's going to be
it's going to be and then brings it in so now it's
and then brings it in so now it's brought in all our filters and all of
brought in all our filters and all of our legends it defaults to putting the
our legends it defaults to putting the filters and legends over here we're
filters and legends over here we're going to click select layout layout
going to click select layout layout container it's going to select what's
container it's going to select what's what they're all inside of and we're
what they're all inside of and we're going to make it take up this whole side
going to make it take up this whole side but it doesn't need that much space
but it doesn't need that much space so you can see in tableau there's a lot
so you can see in tableau there's a lot of dragging there's a lot of dropping
of dragging there's a lot of dropping and um
and um a lot of resizing to get things the way
a lot of resizing to get things the way you want them to be give our map more
you want them to be give our map more room
room and we have a mixture over here of
and we have a mixture over here of legends and
legends and filters let's move our legends out of
filters let's move our legends out of there so we can grab this legend and
there so we can grab this legend and come and put it on this side
so that we're getting a little bit more near the visualizations they belong to
near the visualizations they belong to this legend goes up here with this one
this legend goes up here with this one i'm going to actually click here and
i'm going to actually click here and change it from
change it from a tiled so right here it says tiled
a tiled so right here it says tiled object to a floating object that lets it
object to a floating object that lets it sit on top of a visualization i'm going
sit on top of a visualization i'm going to put it on top of this visualization
to put it on top of this visualization right up here
excellent and then we have this one that's showing us the size of sales
that's showing us the size of sales that's because on this dashboard it says
that's because on this dashboard it says that size is determined by sales but
that size is determined by sales but since it's just one
since it's just one circle there's no size comparison so
circle there's no size comparison so it's not like we have several circles
it's not like we have several circles and we have to look and see which one's
and we have to look and see which one's the biggest so that we can tell that the
the biggest so that we can tell that the amount of sales so we don't need this
amount of sales so we don't need this legend and we can just remove it from
legend and we can just remove it from the dashboard let's clean up
the dashboard let's clean up some of these we have several different
some of these we have several different versions of what your
versions of what your filters could look like so my personal
filters could look like so my personal favorite is multiple values drop down it
favorite is multiple values drop down it gives you some of the most flexibility
gives you some of the most flexibility but if you wanted them to only be able
but if you wanted them to only be able to select a single value you could turn
to select a single value you could turn it into a radio button list so that it's
it into a radio button list so that it's a selected all or it's one at a time
a selected all or it's one at a time you could also do a drop down or a
you could also do a drop down or a slider and make that happen
a slider is a little bit different from a range on the range you can see that we
a range on the range you can see that we could edit either side and it's picking
could edit either side and it's picking everything in between but with discrete
everything in between but with discrete values if you say everything in between
values if you say everything in between it doesn't make a lot of sense because
it doesn't make a lot of sense because what's everything between furniture and
what's everything between furniture and technology we don't know that office
technology we don't know that office supplies goes between those there's no
supplies goes between those there's no order so
order so let's do
let's do multiple value drop downs
multiple value drop downs for big ones like state there is the
for big ones like state there is the option
option of searching so i know i want utah and i
of searching so i know i want utah and i search and there's utah
search and there's utah instead of having to scroll through the
instead of having to scroll through the list this could be really helpful for if
list this could be really helpful for if you had a filter for by products and
you had a filter for by products and that would allow somebody to look at
that would allow somebody to look at just one product at a time if they know
just one product at a time if they know their name of the product but also not
their name of the product but also not have to just open up the product list
have to just open up the product list and scroll and scroll and scroll since
and scroll and scroll and scroll since there are very a lot of products so we
there are very a lot of products so we can filter by region by doing this oh
can filter by region by doing this oh this is a great reminder you saw that
this is a great reminder you saw that this did not change all the
this did not change all the visualizations we have yet to apply
visualizations we have yet to apply these filters to all the worksheets so
these filters to all the worksheets so let's do that right now apply to
let's do that right now apply to worksheets selected worksheets and we
worksheets selected worksheets and we will click all on dashboard
will click all on dashboard hit ok
great so it's really nice you get to choose what worksheets you wanted to
choose what worksheets you wanted to apply to because in the event that you
apply to because in the event that you had maybe um a total number up here at
had maybe um a total number up here at the top that you just wanted to stay the
the top that you just wanted to stay the same all the time no matter what they
same all the time no matter what they selected you could make that happen by
selected you could make that happen by not selecting that worksheet to be
not selecting that worksheet to be changed by these filters okay great so
changed by these filters okay great so we can change what region we're looking
we can change what region we're looking at by selecting central here and then
at by selecting central here and then we're just looking at central throughout
we're just looking at central throughout all the visualizations i love looking at
all the visualizations i love looking at it on a map and seeing just one at a
it on a map and seeing just one at a time it just really makes the region
time it just really makes the region name just stand out to you but if we
name just stand out to you but if we wanted to use this as our filter to
wanted to use this as our filter to filter the rest of the dashboards we can
filter the rest of the dashboards we can click this uses filter button and now
click this uses filter button and now when we click on central here it stays
when we click on central here it stays in context here but the other two
in context here but the other two dashboards change
dashboards change one thing you may notice is that texas
one thing you may notice is that texas is not the darkest on this chart because
is not the darkest on this chart because of the scale the scale goes up to half a
of the scale the scale goes up to half a million there but then when we click on
million there but then when we click on central the scale updates just for
central the scale updates just for what's selected so everything else is
what's selected so everything else is filtered out and now the darkest of the
filtered out and now the darkest of the dark is only a hundred and seventy
dark is only a hundred and seventy thousand dollars and texas becomes the
thousand dollars and texas becomes the darkest on the visualization there are
darkest on the visualization there are some ways you can change that but if
some ways you can change that but if you're wondering why do my colors look a
you're wondering why do my colors look a little differently when i filter that's
little differently when i filter that's why
why great we could also click use this
great we could also click use this filter here so if we just wanted to look
filter here so if we just wanted to look at texas we click this this updates to
at texas we click this this updates to just central this updates to just texas
just central this updates to just texas down here and unselect
down here and unselect by
by clicking on maybe another state or when
clicking on maybe another state or when you click on the state again it should
you click on the state again it should unselect and we could do the same thing
unselect and we could do the same thing here or if we just want to look at one
here or if we just want to look at one subcategory and say
subcategory and say let me scroll down a bit storage now
let me scroll down a bit storage now everything updates to the storage it's
everything updates to the storage it's interesting i wouldn't have known very
interesting i wouldn't have known very quickly that there are some states that
quickly that there are some states that didn't have any storage sales but now
didn't have any storage sales but now when we click on storage we can tell i
when we click on storage we can tell i showed you before that you can control
showed you before that you can control click and look at binders and storage
click and look at binders and storage and it puts those two together also in
and it puts those two together also in tableau you can drag
tableau you can drag and we could select all of these so we
and we could select all of these so we have art binders envelopes fasteners
have art binders envelopes fasteners labels paper and storage and none of
labels paper and storage and none of those are getting sold here
those are getting sold here i don't know what's up with wyoming
i don't know what's up with wyoming excellent so now we have our sales
excellent so now we have our sales dashboard and
dashboard and let's get started on our next one our
let's get started on our next one our next dashboard is going to be the profit
next dashboard is going to be the profit version of this dashboard so some of
version of this dashboard so some of these visualizations we can use again so
these visualizations we can use again so let's go to sales by region right click
let's go to sales by region right click and click duplicate
and click duplicate rename it to
rename it to profit by region
profit by region now you have to be careful whenever you
now you have to be careful whenever you go to reuse a visualization because like
go to reuse a visualization because like i mentioned before you got to make sure
i mentioned before you got to make sure everywhere
everywhere that sales is used you have to replace
that sales is used you have to replace it with profit i'm also going to drag
it with profit i'm also going to drag this sheet to be
more at the end here after the sales dashboard just to keep them separate so
dashboard just to keep them separate so that we have the sheets that lead up to
that we have the sheets that lead up to overall than the sheets that lead up to
overall than the sheets that lead up to sales and then we'll have the sheets
sales and then we'll have the sheets that lead up to profit great so we'll
that lead up to profit great so we'll grab profit and drag it onto angle size
grab profit and drag it onto angle size and that updates the angle size drag it
and that updates the angle size drag it onto the size of the circle shouldn't
onto the size of the circle shouldn't make a difference since we only have one
make a difference since we only have one circle and onto the text now when i
circle and onto the text now when i dragged it on it didn't do the percent
dragged it on it didn't do the percent of total anymore so let's change that to
of total anymore so let's change that to the quick table calculation of percent
the quick table calculation of percent of total for there and for
of total for there and for the label
the label percent of total there we go now we have
percent of total there we go now we have our percent total again by region region
our percent total again by region region okay here's another thing since we
okay here's another thing since we duplicated that filter it's going to be
duplicated that filter it's going to be using that exact same filter
using that exact same filter you see it's using region from sales by
you see it's using region from sales by region all the sales dashboards we don't
region all the sales dashboards we don't want that so let's remove out all the
want that so let's remove out all the filters here
filters here and these action filters that are
and these action filters that are generated by our filtering that those
generated by our filtering that those come from
come from this
these are called action filters and it's generated when we click this
and it's generated when we click this uses filter button okay back to profit
uses filter button okay back to profit by region great we're clear of filters
by region great we're clear of filters and let's add back in a region filter
and let's add back in a region filter and this one no longer has the icon
and this one no longer has the icon that shows you that it affects multiple
that shows you that it affects multiple sheets which is what we want for now so
sheets which is what we want for now so you might want perhaps there would be a
you might want perhaps there would be a situation where you would have two
situation where you would have two dashboards and you would want these
dashboards and you would want these filters that you put on here to affect
filters that you put on here to affect both dashboards and in this case that's
both dashboards and in this case that's not what i want great so another one we
not what i want great so another one we can use the basics for is sales by
can use the basics for is sales by subcategory so let's duplicate that
great profit by subcategory already exists we made this earlier tableau will
exists we made this earlier tableau will not allow you to make worksheet that has
not allow you to make worksheet that has the same name as another worksheet you
the same name as another worksheet you can
can call it number one or since it does put
call it number one or since it does put the title up here you can put an extra
the title up here you can put an extra space at the end or it does detect that
space at the end or it does detect that space it counts it as a different title
space it counts it as a different title even though it's the same title just
even though it's the same title just with a space that does cause some issues
with a space that does cause some issues so like when we're looking here and
so like when we're looking here and we're saying oh profit by subcategory i
we're saying oh profit by subcategory i want that oh this is when we made it but
want that oh this is when we made it but you don't want this one you want this
you don't want this one you want this one and it gets a little confusing the
one and it gets a little confusing the nice thing is when you're dragging
nice thing is when you're dragging things onto your dashboard when you
things onto your dashboard when you hover you should get a little picture
hover you should get a little picture here of what dashboard what
here of what dashboard what visualization you're looking at it
visualization you're looking at it really helps you to make your decisions
really helps you to make your decisions and not just have to do it by name if
and not just have to do it by name if you're a little bit disorganized and you
you're a little bit disorganized and you have all these called sheet 5 sheet 7
have all these called sheet 5 sheet 7 you won't know exactly what that is
you won't know exactly what that is right away so that little preview is
right away so that little preview is very helpful great profit by subcategory
very helpful great profit by subcategory we'll do the same thing by removing out
we'll do the same thing by removing out all our filters so i just click on it
all our filters so i just click on it and hit delete
and hit delete you can also control click
you can also control click and then hit delete or you can drag them
and then hit delete or you can drag them off into a space that's not the
off into a space that's not the visualization space great and we only
visualization space great and we only have some of sales right there so we'll
have some of sales right there so we'll change that to profit
change that to profit and we have some negative profits there
and we have some negative profits there we'll keep the colors the same for
we'll keep the colors the same for consistency between the two dashboards
consistency between the two dashboards and let's bring on
and let's bring on category as a filter okay
category as a filter okay show filter there we are and let's do
show filter there we are and let's do our order date filter right now order
our order date filter right now order date we'll do years okay
date we'll do years okay all the years so it gives you this
all the years so it gives you this option here because it assumes that
option here because it assumes that you're making a filter because you want
you're making a filter because you want this dashboard to just be filtered to
this dashboard to just be filtered to your selection you can do that you can
your selection you can do that you can make a filter that isn't exposed to the
make a filter that isn't exposed to the end user so let's say you were making a
end user so let's say you were making a big dashboard and it was just focused on
big dashboard and it was just focused on furniture then and you don't want them
furniture then and you don't want them to be able to select a different
to be able to select a different category for because of your analysis
category for because of your analysis you can make that happen
you can make that happen you can just click furniture and not
you can just click furniture and not show this by clicking hide card here but
show this by clicking hide card here but in this case we want to be able to make
in this case we want to be able to make this interactive
this interactive in a lot of different ways great profit
in a lot of different ways great profit by subcategory exists now instead of our
by subcategory exists now instead of our map we're going to make an area chart
map we're going to make an area chart so i'll rename this and call it
so i'll rename this and call it profit
profit over time
over time by category
so we're going to bring on our order date into columns and
bring on our order date into columns and it goes to our discrete value let's
it goes to our discrete value let's change it to our continuous value so we
change it to our continuous value so we get the axis let's grab our profit onto
get the axis let's grab our profit onto rows and it makes us a line chart we're
rows and it makes us a line chart we're going to change that to an area chart an
going to change that to an area chart an area chart is nice because when you
area chart is nice because when you split it up by category by dragging
split it up by category by dragging category onto color you can now see
category onto color you can now see what category is responsible for how
what category is responsible for how much profit like you do with a line
much profit like you do with a line chart however its area is what defines
chart however its area is what defines that so you can see that area over time
that so you can see that area over time and do comparisons and also it stacks
and do comparisons and also it stacks them on top of each other so that you
them on top of each other so that you can tell that for 2013 our profit was
can tell that for 2013 our profit was around fifty thousand dollars really
around fifty thousand dollars really quickly otherwise we have to add that
quickly otherwise we have to add that line this line here and it makes these
line this line here and it makes these lines smaller and lower um more
lines smaller and lower um more difficult to see so
difficult to see so back to our profit over time by category
back to our profit over time by category so that's some of the benefits of having
so that's some of the benefits of having an area chart and if we wanted to go a
an area chart and if we wanted to go a little more detailed than here you hit
little more detailed than here you hit this plus and now we have over quarter
this plus and now we have over quarter we have some negative profits that's
we have some negative profits that's interesting but let's go back to over
interesting but let's go back to over the year great and for this one we're
the year great and for this one we're gonna make one more pie chart so we
gonna make one more pie chart so we could start from scratch or we could
could start from scratch or we could duplicate our profit by region pie chart
duplicate our profit by region pie chart which i'm going to do
which i'm going to do we're going to do this for the
we're going to do this for the comparison between a pie chart and an
comparison between a pie chart and an area chart so it's going to be profit by
area chart so it's going to be profit by category
but not over time so right now it's profit by region let's drag category
profit by region let's drag category right on top of colors there
right on top of colors there and now it's split up
and now it's split up having some trouble because it's
having some trouble because it's splitting it by category but because of
splitting it by category but because of we brought region onto text it's also
we brought region onto text it's also splitting it by region so we have region
splitting it by region so we have region region region region inside of this
region region region inside of this category and we don't want that so we're
category and we don't want that so we're going to drag category right on top of
going to drag category right on top of region here as well and now it's just
region here as well and now it's just the three segments so whatever you have
the three segments so whatever you have in this marks card unless it's on
in this marks card unless it's on tooltips will affect your level of
tooltips will affect your level of detail in the visualization here when
detail in the visualization here when it's on tool tips sometimes it won't
it's on tool tips sometimes it won't change the level of detail but it could
change the level of detail but it could have an effect on like so if we brought
have an effect on like so if we brought oh let's do this right now so right now
oh let's do this right now so right now the level of detail of this chart does
the level of detail of this chart does not go to the category by
not go to the category by region like it did before you can bring
region like it did before you can bring it onto detail here and it won't affect
it onto detail here and it won't affect color and it won't affect labels but it
color and it won't affect labels but it will change the detail and you see how
will change the detail and you see how it splits it out again this is what it
it splits it out again this is what it would look like if it's by region by
would look like if it's by region by category and you have much more slices
category and you have much more slices to this pie we'll go back but if we take
to this pie we'll go back but if we take region and put it onto tool tip it's not
region and put it onto tool tip it's not at a low enough level for that tool tip
at a low enough level for that tool tip to make any sense so it's going to put
to make any sense so it's going to put that star you see region is star that's
that star you see region is star that's because this section of the pie covers
because this section of the pie covers multiple regions if we filtered the
multiple regions if we filtered the region to just central now it populates
region to just central now it populates so there are sometimes benefits to
so there are sometimes benefits to having it in there even when
having it in there even when at all levels it doesn't make any sense
at all levels it doesn't make any sense but we won't leave it there
but we won't leave it there excellent so you can see
excellent so you can see how the color is what determines
how the color is what determines is a big part of what determines how
is a big part of what determines how many slices you get the level of detail
many slices you get the level of detail for the whole chart is a big factor as
for the whole chart is a big factor as well on how many slices you get great
well on how many slices you get great profit by region profit by category by
profit by region profit by category by subcategory and by
subcategory and by profit over time and we have
profit over time and we have our category filter we don't have our
our category filter we don't have our subcategory filter yet we grabbed
subcategory filter yet we grabbed category
category but let's right click on subcategory and
but let's right click on subcategory and click show filter there we go now we
click show filter there we go now we have a filter for category and
have a filter for category and subcategory
subcategory here's our region one
here's our region one we have region in two places and we
we have region in two places and we don't want that
don't want that we wanted to apply to all of them we'll
we wanted to apply to all of them we'll do that when we get to the dashboard
do that when we get to the dashboard and
and we have category year of order date and
we have category year of order date and sub category great those are all the
sub category great those are all the filters i wanted so let's build our
filters i wanted so let's build our dashboard
we'll call this our profit dashboard once i get it set
once i get it set to the size i want
profit we'll start with profit by region
region and we'll have our profit by category
and we'll have our profit by category over time next to it great
over time next to it great we'll give that
we'll give that some different space have this at the
some different space have this at the bottom
bottom have this underneath there
now it's bunched all these up next to it so let's again drag it over
next to it so let's again drag it over to the side it's always good to pay
to the side it's always good to pay attention to the highlighted section and
attention to the highlighted section and it gives you kind of an idea oh you see
it gives you kind of an idea oh you see i accidentally dragged an individual
i accidentally dragged an individual filter instead of this whole section so
filter instead of this whole section so when i grabbed this i didn't grab all of
when i grabbed this i didn't grab all of these so if you want to grab all of
these so if you want to grab all of these and they happen to be inside the
these and they happen to be inside the same section you can come and click
same section you can come and click select a layout container and now i'm
select a layout container and now i'm grabbing all of them
grabbing all of them there we go
we'll do the same thing as before you know what i'm going to make these
know what i'm going to make these floating
floating because then it kind of sits inside of
because then it kind of sits inside of that same area i'll make that one
that same area i'll make that one floating
floating and this one too
this category legend applies to both this chart and
legend applies to both this chart and this chart so that's very nice and this
this chart so that's very nice and this subcategory legend i won't make floating
subcategory legend i won't make floating i'll just put here by subcategory
i'll just put here by subcategory and this profit by category doesn't need
and this profit by category doesn't need quite that much space
quite that much space let's give
let's give our bar chart some room
our bar chart some room excellent we don't need the size of the
excellent we don't need the size of the circles
drop downs now because i didn't have to on
because i didn't have to on this chart and this chart change profit
this chart and this chart change profit to dollars because we set that as the
to dollars because we set that as the default it definitely saved us some time
default it definitely saved us some time so
so i recommend setting default number
i recommend setting default number formatting
formatting at the beginning of your visualizations
at the beginning of your visualizations really nice
really nice excellent now you can rearrange the
excellent now you can rearrange the order of these so i like to have the
order of these so i like to have the date at the top it's sometimes hard to
date at the top it's sometimes hard to get it to the top so i take it the
get it to the top so i take it the second to the top and i drag the top one
second to the top and i drag the top one down and then um category above
down and then um category above subcategory just for logical sense
subcategory just for logical sense excellent and we have our profit
excellent and we have our profit dashboard let's see there is this check
dashboard let's see there is this check box down here called show dashboard
box down here called show dashboard title so if we wanted to have the title
title so if we wanted to have the title at the top here you can click that
at the top here you can click that button any floating objects
button any floating objects don't shift down
don't shift down like everything else did
there we go so we could have that title we could not have that title
we could not have that title that's up to you excellent so at this
that's up to you excellent so at this point we have our overall dashboard that
point we have our overall dashboard that looks at sales and profit we have our
looks at sales and profit we have our sales dashboard and we have our profit
sales dashboard and we have our profit dashboard our profit dashboard isn't 100
dashboard our profit dashboard isn't 100 complete because i forgot to make sure
complete because i forgot to make sure all of these filters apply to all of
all of these filters apply to all of these worksheets so let's go ahead and
these worksheets so let's go ahead and do that right now
applied worksheets selected worksheets all on dashboard
one thing that is nice from this view it's really nice to click on dashboard
it's really nice to click on dashboard and you only see the ones on the
and you only see the ones on the dashboard but you can click here and say
dashboard but you can click here and say show all worksheets in workbook and you
show all worksheets in workbook and you can see the rest here so if you wanted
can see the rest here so if you wanted all on the dashboard and you wanted this
all on the dashboard and you wanted this one or something like that then you have
one or something like that then you have the option to see them all
the option to see them all great perfect so before you ever publish
great perfect so before you ever publish a dashboard it's always good to double
a dashboard it's always good to double check that your filters work
when you filter to just one year this area chart becomes a lot less
year this area chart becomes a lot less useful but if you're looking at two or
useful but if you're looking at two or more
more you start to see the shape of it
great now we're going to take a look at
now we're going to take a look at linking from our overall dashboard
linking from our overall dashboard to our sales
to our sales dashboard great so we'll go to our
dashboard great so we'll go to our overall dashboard and we'll be creating
overall dashboard and we'll be creating what's called an action
what's called an action so you can make an action
so you can make an action on a worksheet
on a worksheet you can see right here
you can see right here actions or on a dashboard actions so
actions or on a dashboard actions so since we're linking between two
since we're linking between two dashboards this is going to be a
dashboards this is going to be a dashboard action
dashboard action sorry just trying to unhighlight there
sorry just trying to unhighlight there but if you're ever looking for an action
but if you're ever looking for an action you made and you can't find it look in
you made and you can't find it look in the other one great this is our actions
the other one great this is our actions dialog box here we can see the highlight
dialog box here we can see the highlight that has been generated when it says
that has been generated when it says generated next to it that means that you
generated next to it that means that you didn't come in and define an action it
didn't come in and define an action it was made by
was made by clicking
clicking this highlight button here that'll
this highlight button here that'll generate an action
generate an action or when we look on our sales dashboard
or when we look on our sales dashboard we clicked on this uses filter button so
we clicked on this uses filter button so we should have several actions here that
we should have several actions here that were all generated
were all generated we have a couple different kinds of
we have a couple different kinds of actions
actions when you go to make an action
when you go to make an action there's a filter action that we see when
there's a filter action that we see when we click use filter a highlight action
we click use filter a highlight action that we can see from here in region and
that we can see from here in region and go to url action that we haven't used if
go to url action that we haven't used if you have any questions about go to url
you have any questions about go to url please post them in the comments below
please post them in the comments below it basically allows you to be able to
it basically allows you to be able to select a url here and so
select a url here and so if you had a dashboard that had to do
if you had a dashboard that had to do with maybe stocks you could put in a url
with maybe stocks you could put in a url here and then put your stock ticker
here and then put your stock ticker symbol there so that you could have a
symbol there so that you could have a url that would then take you to a
url that would then take you to a finance website that shows you your
finance website that shows you your stock information
stock information it can get pretty cool okay but we want
it can get pretty cool okay but we want to
to link from this dashboard to one of our
link from this dashboard to one of our other dashboards and you actually do
other dashboards and you actually do that using a filter action so we're
that using a filter action so we're going to name that action go
going to name that action go to
to sales dashboard
sales dashboard and we wanted to happen when we click on
and we wanted to happen when we click on our sales sheet so you see right here it
our sales sheet so you see right here it shows us the two sheets that are on this
shows us the two sheets that are on this dashboard when we click on the profits
dashboard when we click on the profits dashboard we don't want this action to
dashboard we don't want this action to occur this is our go to sales dashboard
occur this is our go to sales dashboard now you can have an action occur on
now you can have an action occur on hover
hover or select you've seen select happen
or select you've seen select happen that's what our filter uses filter
that's what our filter uses filter actions use and on menu so we're gonna
actions use and on menu so we're gonna do it on menu
do it on menu and the targeted sheets it defaults to
and the targeted sheets it defaults to this dashboard saying when i click on
this dashboard saying when i click on this i want the rest of this dashboard
this i want the rest of this dashboard to update but instead it's going to take
to update but instead it's going to take us to our sales dashboard
us to our sales dashboard so when we click on this i want these
so when we click on this i want these sheets to update now we're going to
sheets to update now we're going to define what filters it's going to apply
define what filters it's going to apply by default it's going to apply all of
by default it's going to apply all of the filters based on what we click so if
the filters based on what we click so if we click here it will filter to just
we click here it will filter to just 2013
2013 let's say we click here it'll filter to
let's say we click here it'll filter to just 2013 and it will filter to the
just 2013 and it will filter to the region we selected
region we selected so
let's see what happens when we do that okay it's just going to default okay now
okay it's just going to default okay now when i click on this it's going to
when i click on this it's going to filter to 2013 and west go to sales
filter to 2013 and west go to sales dashboard this is where it pops up when
dashboard this is where it pops up when you have it on menu
you have it on menu it's taken us to our sales dashboard it
it's taken us to our sales dashboard it is filtered 2013 and west
is filtered 2013 and west just so you know actions will not affect
just so you know actions will not affect these filters here you see that it
these filters here you see that it thinks all of them are selected because
thinks all of them are selected because it creates a separate filter there is
it creates a separate filter there is such thing as show only relevant values
such thing as show only relevant values for these filters so if we click this it
for these filters so if we click this it will filter this to only the ones that
will filter this to only the ones that are relevant so we can see that it's
are relevant so we can see that it's only 2013 that this dashboard is
only 2013 that this dashboard is filtered down to but if we click all
filtered down to but if we click all values in the database this filter
values in the database this filter doesn't have any only one particularly
doesn't have any only one particularly selected it does have them all selected
selected it does have them all selected right now
right now so
so we can get here
we can get here for that information and to get back
for that information and to get back we just need to navigate back to overall
we just need to navigate back to overall great so it works there
great so it works there but when we click on this up here
but when we click on this up here go to sales dashboard
go to sales dashboard we get a blank dashboard now
we get a blank dashboard now that happens because it's trying to pass
that happens because it's trying to pass region information to that dashboard
region information to that dashboard but this doesn't have any region detail
but this doesn't have any region detail on this line it doesn't know what that
on this line it doesn't know what that is so it's giving it a bad region value
is so it's giving it a bad region value so let's fix this
so let's fix this go to our actions we're going to edit
go to our actions we're going to edit our go to sales dashboard and we're
our go to sales dashboard and we're going to select what fields
going to select what fields it'll filter on
it'll filter on we will filter on
we will filter on our order date
our order date year
year and
and let me go back to that
let me go back to that we clicked order date year and it goes
we clicked order date year and it goes to the target data source sometimes your
to the target data source sometimes your target data source will be a different
target data source will be a different data source than the one that you are
data source than the one that you are using for your source data source now
using for your source data source now that gets a little bit complicated right
that gets a little bit complicated right now we're just using one data source so
now we're just using one data source so that's not something you need to worry
that's not something you need to worry about in a simple visualization like
about in a simple visualization like this
this okay and we're gonna add one more
okay and we're gonna add one more we're gonna add region
we're gonna add region and it automatically selects region over
and it automatically selects region over here but you could select it yourself
here but you could select it yourself let's see what happens here okay if
let's see what happens here okay if one dashboard has region in it and the
one dashboard has region in it and the other dashboard doesn't have region in
other dashboard doesn't have region in it or doesn't allow you to filter by
it or doesn't allow you to filter by region then sometimes you'll get an
region then sometimes you'll get an error here that will say it's missing
error here that will say it's missing out of your target dashboards
out of your target dashboards so we don't have any errors so let's see
so we don't have any errors so let's see what happens
what happens so we go to click here go to sales
so we go to click here go to sales dashboard
dashboard what if
we take out region
take out region remove region and we're just doing it
remove region and we're just doing it based on year
based on year okay okay click here go to sales
okay okay click here go to sales dashboard and there everything is
dashboard and there everything is so now
so now it will filter back to the year that you
it will filter back to the year that you selected so this is all 2013 but it will
selected so this is all 2013 but it will not filter to the region you selected
not filter to the region you selected so even when we come here and we select
so even when we come here and we select west
west it takes you to the dashboard but it
it takes you to the dashboard but it doesn't filter it to west
doesn't filter it to west you have to do that yourself
you have to do that yourself so now we have links
so now we have links from sales to
from sales to sales let's make one for profit to
sales let's make one for profit to profit
profit go to sales dashboard add action
go to sales dashboard add action filter
filter we're going to call this go to profit
we're going to call this go to profit dashboard
and we're only going to come from the profit table to make this happen
profit table to make this happen let's go to profit and let's select our
let's go to profit and let's select our fields
fields we're going to do the same thing
we're going to do the same thing where it's only going to filter it to
where it's only going to filter it to the year
the year now you can see oh i started to type in
now you can see oh i started to type in i didn't show you this before but you
i didn't show you this before but you can
can search text so i started typing in year
search text so i started typing in year and it shows you that under order date
and it shows you that under order date you have all these different options in
you have all these different options in this dashboard right now if you remember
this dashboard right now if you remember we're using the continuous one that is
we're using the continuous one that is marked by
marked by the little calendar
the little calendar so that's it knows it's a calendar date
so that's it knows it's a calendar date instead of just
instead of just trading it like a discrete field
trading it like a discrete field okay
okay excellent go to profit dashboard and
excellent go to profit dashboard and there we go this visualization like we
there we go this visualization like we said when it's filtered to just one year
said when it's filtered to just one year isn't quite as useful but one thing you
isn't quite as useful but one thing you can do
can do is for west here we can select
is for west here we can select both years i'm i'm going to do it by
both years i'm i'm going to do it by control clicking click
control clicking click click
click go to profit dashboard
go to profit dashboard and now we've got 2015 and 2016. so
and now we've got 2015 and 2016. so that's how you do linking between the
that's how you do linking between the two dashboards if you wanted to be able
two dashboards if you wanted to be able to include region as well
to include region as well you could
you could put a note in the tooltip for this that
put a note in the tooltip for this that this doesn't work for
this doesn't work for region linking from this area it doesn't
region linking from this area it doesn't work or perhaps you could not have this
work or perhaps you could not have this total line on the same visualization you
total line on the same visualization you could have a separate visualization that
could have a separate visualization that shows the total or an area chart instead
shows the total or an area chart instead and that will let you not have this
and that will let you not have this problem of go to sales dashboard not
problem of go to sales dashboard not linking appropriately
linking appropriately so now we're going to create our final
so now we're going to create our final dashboard our segment dashboard and it's
dashboard our segment dashboard and it's going to use
going to use a parameter in it so we'll get to take a
a parameter in it so we'll get to take a look at parameters on dashboards
look at parameters on dashboards so let's rename this we're going to call
so let's rename this we're going to call it
it profit
profit and sales
and sales by segment
by segment you don't have to name all of your
you don't have to name all of your dashboards a description of what they
dashboards a description of what they are but it makes it really nice and easy
are but it makes it really nice and easy and it automatically puts it up here but
and it automatically puts it up here but if you wanted to change this you can
if you wanted to change this you can just come in here and name this whatever
just come in here and name this whatever you like and then it will just show up
you like and then it will just show up up here so
up here so we could call this segment analysis
we could call this segment analysis click apply or ok and there it goes
that means this and this does not have to be the same
to be the same if we go forward again segment analysis
if we go forward again segment analysis and profit and sales by segment that
and profit and sales by segment that allows you to have some
allows you to have some more useful names down here that make it
more useful names down here that make it easy when you're looking at them side by
easy when you're looking at them side by side but have a name to match your
side but have a name to match your dashboard up here great so we're going
dashboard up here great so we're going to
to make
make a profit in sales is going to be a bars
a profit in sales is going to be a bars and circles chart and we're going to
and circles chart and we're going to bring in our segment that we haven't
bring in our segment that we haven't looked at yet
looked at yet consumer corporate and home office and
consumer corporate and home office and then we're going to look at it segment
then we're going to look at it segment and we're going to make a matrix with
and we're going to make a matrix with category and we get to fill in this
category and we get to fill in this space with our
space with our visualizations so we're gonna do sales
visualizations so we're gonna do sales and it's going to make these bar charts
and it's going to make these bar charts so we can see for technology by consumer
so we can see for technology by consumer by corporate by home office and that is
by corporate by home office and that is a matrix of bar charts but we also want
a matrix of bar charts but we also want to be able to see profit
to be able to see profit and right now it's making two sets of
and right now it's making two sets of visualizations but we want just one so
visualizations but we want just one so let's dual axis
let's dual axis and it's automatically changed it to
and it's automatically changed it to circles also it is not
circles also it is not synchronizing the axis now because
synchronizing the axis now because profit is blue and these profit is not
profit is blue and these profit is not anywhere near the same amount as sales
anywhere near the same amount as sales which makes sense you shouldn't have
which makes sense you shouldn't have profit that's higher than sales so let's
profit that's higher than sales so let's synchronize our axis
synchronize our axis and let's change our sales our marks
and let's change our sales our marks card over here is associated with sales
card over here is associated with sales it's nice and easy when the two marks
it's nice and easy when the two marks cards are based on a different measure
cards are based on a different measure to let you know which one you're
to let you know which one you're affecting and we'll change that to a bar
affecting and we'll change that to a bar and now we have a circle on
and now we have a circle on a bar chart now if we had profit in
a bar chart now if we had profit in front of sales
front of sales you can see how it's behind and you can
you can see how it's behind and you can fix that by taking it to the back of
fix that by taking it to the back of sales
sales another way you can fix it
another way you can fix it say you want it the profit access here
say you want it the profit access here over here for some reason you can right
over here for some reason you can right click on the axis and put mark type or
click on the axis and put mark type or oh move marks to front another way to
oh move marks to front another way to change it we don't need both of these
change it we don't need both of these so let's not show that header and we
so let's not show that header and we don't need this to be labeled profit
don't need this to be labeled profit because it's for both of them so the way
because it's for both of them so the way you get rid of that is actually you
you get rid of that is actually you click edit axis
click edit axis and then you just erase the title
and then you just erase the title oh and you don't hit reset you just
oh and you don't hit reset you just erase the title
erase the title and then you close it
and then you close it so now no title here but we still have
so now no title here but we still have the axes
the axes and we have three sets of bar charts
and we have three sets of bar charts across excellent the next chart we're
across excellent the next chart we're going to build oh so right now they are
going to build oh so right now they are it automatically added the colors based
it automatically added the colors based on measure names measure names is a
on measure names measure names is a dimension that is created by tableau and
dimension that is created by tableau and it's just what it sounds like we're
it's just what it sounds like we're coloring it based on the different
coloring it based on the different measure names one of them's named profit
measure names one of them's named profit one of them's named sales and we know
one of them's named sales and we know that you can come here click color and
that you can come here click color and hit edit colors and it will open this
hit edit colors and it will open this dialog box but you can also come here
dialog box but you can also come here and double click on a color pops open
and double click on a color pops open that dialog box let's
that dialog box let's pick a palette
there's a lot of different ones of these tableau 20
tableau 20 let's pick colors from this palette
let's pick colors from this palette profit can be
profit can be so you click here make sure it's
so you click here make sure it's highlighted click the color you want
highlighted click the color you want click here make sure it's highlighted
click here make sure it's highlighted click the color you want
click the color you want hit apply
hit apply and then you can come to color and make
and then you can come to color and make it a little more opaque
it a little more opaque whatever when you make it more opaque
whatever when you make it more opaque you start to be able to see through your
you start to be able to see through your circles there are benefits but also
circles there are benefits but also drawbacks to doing that
drawbacks to doing that anyway
anyway so stick with the tableau orange blue
so stick with the tableau orange blue great we have our first chart our next
great we have our first chart our next chart is going to be called
chart is going to be called top
top customers buy sales and this is where
customers buy sales and this is where we're going to use our parameter where
we're going to use our parameter where we made our top end customers so
we made our top end customers so let's bring in our sum of sales make a
let's bring in our sum of sales make a bar chart for that and then we're also
bar chart for that and then we're also going to we're bringing in our set now
going to we're bringing in our set now so we have our in and our out we're
so we have our in and our out we're going to break up our set
going to break up our set by our segment as it's part of our
by our segment as it's part of our segment analysis and we'll bring in our
segment analysis and we'll bring in our customer names
customer names and let's sort it excellent now you can
and let's sort it excellent now you can see that when we sorted it it didn't
see that when we sorted it it didn't take this big guy and put it all the way
take this big guy and put it all the way at the top it just sorted it each within
at the top it just sorted it each within its own section great and so here we
its own section great and so here we have our in and out and that's not a
have our in and out and that's not a super user-friendly title for
super user-friendly title for our users of this dashboard they're like
our users of this dashboard they're like in and out of top end customers by sales
in and out of top end customers by sales maybe we want this to say something a
maybe we want this to say something a little bit more user-friendly so let's
little bit more user-friendly so let's make a calculated field and we're going
make a calculated field and we're going to call it the top and customers
to call it the top and customers label
label and we're going to go and say if
and we're going to go and say if and we're going to use our set top end
and we're going to use our set top end customers by sales and since it's an in
customers by sales and since it's an in their outset it treats this like
their outset it treats this like if it's in top end customers by sales
if it's in top end customers by sales then
then top
top we're gonna
we're gonna um do with string so it's gonna be top
um do with string so it's gonna be top and then we wanna use the number that's
and then we wanna use the number that's in our parameter so we have to convert
in our parameter so we have to convert it from a number to a string and we have
it from a number to a string and we have to concatenate them together in tableau
to concatenate them together in tableau you can use a plus sign top and always
you can use a plus sign top and always make sure you have space between what
make sure you have space between what you're concatenating together that's
you're concatenating together that's something that i tend to forget
something that i tend to forget top space customers so if they pick 20
top space customers so if they pick 20 it'll say top 20 customers
it'll say top 20 customers so if it's in this set then top blank
so if it's in this set then top blank customers
customers else if it's not in the set we will just
else if it's not in the set we will just call it other and in tableau you always
call it other and in tableau you always need to end your if statement with an
need to end your if statement with an end here it tells us our calculation is
end here it tells us our calculation is valid while we're here i want to show
valid while we're here i want to show you a little trick there's this arrow
you a little trick there's this arrow button here
button here that can give you all of the different
that can give you all of the different functions that are available within
functions that are available within tableau
tableau and it even sorts it out by different
and it even sorts it out by different categories so if we didn't know how to
categories so if we didn't know how to make this into a string we could go to
make this into a string we could go to type conversion we could click on string
type conversion we could click on string and it gives you an example also when
and it gives you an example also when you click on
a function in here did you see how it's on date and then i clicked on string and
on date and then i clicked on string and i'm like what does this do click on it
i'm like what does this do click on it and it tells me so this makes it really
and it tells me so this makes it really useful inside of tableau also in tableau
useful inside of tableau also in tableau you can make a comment in here so if
you can make a comment in here so if somebody's like what's going on here you
somebody's like what's going on here you can press dash dash or
can press dash dash or slash slash and type in
slash slash and type in this is a more user-friendly
this is a more user-friendly title hit okay and there we go we have
title hit okay and there we go we have our more user-friendly title we drag it
our more user-friendly title we drag it here we see our top 20 customers and
here we see our top 20 customers and other and we don't want to show this
other and we don't want to show this anymore but we still want it in place
anymore but we still want it in place you can click right click on it up here
you can click right click on it up here and click show header and it hides it so
and click show header and it hides it so that in out is still happening there and
that in out is still happening there and let's drag it to our filters and there
let's drag it to our filters and there we have it we have our top link
we have it we have our top link customers and it tells you right there
customers and it tells you right there how many and we need to come here to
how many and we need to come here to parameter right click and click show
parameter right click and click show parameter control and that's how we can
parameter control and that's how we can control
control these changes so let's set it to 10 at
these changes so let's set it to 10 at first and we have it our top customers
first and we have it our top customers by sales but it's interesting to know
by sales but it's interesting to know profit as well so we have really big
profit as well so we have really big sales but how is their profit doing so
sales but how is their profit doing so let's drive profit on color and you can
let's drive profit on color and you can see this person has a negative amount of
see this person has a negative amount of profit despite their big sales so that's
profit despite their big sales so that's important for us to know and we can
important for us to know and we can change our color like we did previously
change our color like we did previously to go from
to go from red to blue
red to blue and we can
and we can change our center to zero
change our center to zero and now we can see the negatives really
and now we can see the negatives really quickly
quickly now they're not the only one either i
now they're not the only one either i have a negative profit but some of our
have a negative profit but some of our highest sales that's great to know
highest sales that's great to know excellent those are our visualizations
excellent those are our visualizations for the segment dashboard so let's talk
for the segment dashboard so let's talk about filters really quick we have this
about filters really quick we have this filter we won't show the filter itself
filter we won't show the filter itself we don't want to allow them to show in
we don't want to allow them to show in or out we just are going to allow them
or out we just are going to allow them to show how many but we do want to be
to show how many but we do want to be able to have them filter by category so
able to have them filter by category so let's show that filter and by segment
let's show that filter and by segment show that filter and and then we'll have
show that filter and and then we'll have our parameter
our parameter great let's make our dashboard
um automatic as you probably read right there the dashboard will resize to fit
there the dashboard will resize to fit any screen it is displayed on that can
any screen it is displayed on that can be really handy especially if your
be really handy especially if your visualization is really dynamic and can
visualization is really dynamic and can change however some visualizations like
change however some visualizations like this visualization for example if it
this visualization for example if it gets too squished you stop being able to
gets too squished you stop being able to read things very well so automatic has
read things very well so automatic has its definite pros and cons
so we're going to bring on our profit and sales by segment and it already pops
and sales by segment and it already pops up with its
up with its legend and total customers
legend and total customers by sale and it pops up with its legends
by sale and it pops up with its legends and filters and it pops up with its
and filters and it pops up with its parameter now i'm going to close that
parameter now i'm going to close that and be like if you don't see your
and be like if you don't see your parameter when you first bring it in the
parameter when you first bring it in the parameter is affecting this sheet and
parameter is affecting this sheet and you can go to parameters and find it but
you can go to parameters and find it but parameters are
parameters are workbook wide meaning that it's going to
workbook wide meaning that it's going to exist over here too
exist over here too uh it doesn't affect this sheet however
uh it doesn't affect this sheet however it's still going to show up there
it's still going to show up there because it could affect it is available
because it could affect it is available for any sheet and it's the same there is
for any sheet and it's the same there is no determining what worksheets this
no determining what worksheets this affects this will affect any sheet that
affects this will affect any sheet that it is on so if i i've changed it to 10
it is on so if i i've changed it to 10 and if i come down here and go back to
and if i come down here and go back to the other visualization that uses it
the other visualization that uses it this is why i should name my sheets
this is why i should name my sheets let's see if i can find it
let's see if i can find it nope
nope here we are sheet 13. in cheat 13
here we are sheet 13. in cheat 13 we have our top 10. so i've got a 10 and
we have our top 10. so i've got a 10 and i've got a 10 over there and if i change
i've got a 10 over there and if i change it to 20
it to 20 and i go back to my segment dashboard
and i go back to my segment dashboard it is also changed to 20. so it will
it is also changed to 20. so it will affect all sheets always very important
affect all sheets always very important to know great so here's our
to know great so here's our visualization
visualization here are some of the more useful legends
here are some of the more useful legends so
so let's
let's make this floating and put it over by
make this floating and put it over by the visualization it matters for we can
the visualization it matters for we can do the same thing here floating right up
do the same thing here floating right up here floating does not work very well
here floating does not work very well for if you were to make this an
for if you were to make this an automatic dashboard so that the size
automatic dashboard so that the size changes all the time because floating
changes all the time because floating could end up right on top of your
could end up right on top of your visualization and keep you from being
visualization and keep you from being able to see what you need to see
able to see what you need to see and let's make these affect
and let's make these affect all the dashboards in the workbook
all the dashboards in the workbook again we don't have to do this for our
again we don't have to do this for our parameter
parameter it will already affect all the
it will already affect all the dashboards in the whole
dashboards in the whole workbook
and format these
another thing you should know is that there are more formatting options for
there are more formatting options for these
these including edit title so it's already
including edit title so it's already named it category automatically but if
named it category automatically but if you had
you had like here oh this is a great example
like here oh this is a great example edit title top end customers and you
edit title top end customers and you could change it to
could change it to select
select number of top customers
number of top customers or something like that give it a little
or something like that give it a little more space
more space and yeah these floating ones do not
and yeah these floating ones do not shift when you shift things so it's
shift when you shift things so it's always good to double check your
always good to double check your floating legends
and this is a little bit more user friendly
friendly than the title we made for the
than the title we made for the developers
that's using parameters in a dashboard today in this video we learned about an
today in this video we learned about an overview of business intelligence on
overview of business intelligence on tableau we talked about how to install
tableau we talked about how to install tableau public and how to connect to a
tableau public and how to connect to a data source
data source we also talked about creating calculated
we also talked about creating calculated fields
fields like this one
like this one we talked about making sets and
we talked about making sets and parameters we learned how to make a
parameters we learned how to make a donut chart
donut chart and a 2d donut chart we learned about
and a 2d donut chart we learned about making dashboards
making dashboards and adding filters to those dashboards
and adding filters to those dashboards and we also learned about connecting
and we also learned about connecting between dashboards
between dashboards today we will be learning about the
today we will be learning about the topics we discussed in part one live
topics we discussed in part one live versus extract data sources we'll talk
versus extract data sources we'll talk about joins and unions and we'll look at
about joins and unions and we'll look at table calculations we'll look at the
table calculations we'll look at the rank functions and we'll look at actions
rank functions and we'll look at actions specifically url actions we'll talk
specifically url actions we'll talk about reference lines and bands we'll
about reference lines and bands we'll look into some insights in the data such
look into some insights in the data such as delay analysis also we'll learn how
as delay analysis also we'll learn how to build a waterfall chart and then
to build a waterfall chart and then finally we will learn about level of
finally we will learn about level of detail calculations while making two
detail calculations while making two different visualizations
different visualizations in part one of this tableau training we
in part one of this tableau training we introduced tableau basics and we learned
introduced tableau basics and we learned how to create
how to create donut charts and two-dimensional donut
donut charts and two-dimensional donut charts and we learned about linking
charts and we learned about linking between dashboards if you missed part
between dashboards if you missed part one please check out the link in the
one please check out the link in the description below
description below now let's discuss the difference between
now let's discuss the difference between a live connection and an extract
a live connection and an extract connection first it's important to note
connection first it's important to note that these different types of
that these different types of connections are not available in tableau
connections are not available in tableau public it's always a live connection and
public it's always a live connection and a live connection is where the data will
a live connection is where the data will update based on when the source of the
update based on when the source of the data updates so if any if you're
data updates so if any if you're connected to a database and something in
connected to a database and something in the database changes then you'll pick up
the database changes then you'll pick up those changes when you open the report
those changes when you open the report as it will query that database
as it will query that database when the report is opened whereas an
when the report is opened whereas an extract connection
extract connection is extracted into creates a subset of
is extracted into creates a subset of the data that improves performance so
the data that improves performance so when you're looking at it locally on
when you're looking at it locally on your computer you have an extract of
your computer you have an extract of that data set that subset of the data
that data set that subset of the data right on your computer or up in tableau
right on your computer or up in tableau server depending on where you're looking
server depending on where you're looking at it and it does not update
at it and it does not update when the database updates it only
when the database updates it only updates when your refresh updates it so
updates when your refresh updates it so without a refresh set for that extract
without a refresh set for that extract you won't get the new data as an example
you won't get the new data as an example of this let's say
of this let's say that in our
that in our sample superstore we have kelly williams
sample superstore we have kelly williams associated with the central region but
associated with the central region but that's changed so let's go ahead and
that's changed so let's go ahead and change that
sarah smith and
and we'll save it
we'll save it now let's go back to our tableau
now let's go back to our tableau workbooks
workbooks and you can see we can refresh it over
and you can see we can refresh it over here and see sarah smith come in over
here and see sarah smith come in over here in our extract it sarah smith
here in our extract it sarah smith doesn't come in
doesn't come in if we click to refresh the extract it
if we click to refresh the extract it doesn't refresh the extract until we
doesn't refresh the extract until we navigate to sheet 1
navigate to sheet 1 but when we go back to our data source
but when we go back to our data source then we see sarah smith coming in so
then we see sarah smith coming in so that refresh can be scheduled and it
that refresh can be scheduled and it could run once a day
could run once a day or once every several hours
or once every several hours but you would need to set up a refresh
but you would need to set up a refresh or else you would never get sarah
or else you would never get sarah smith's data coming in
smith's data coming in next let's talk about joining data in
next let's talk about joining data in tableau so here we have the people table
tableau so here we have the people table but let's say we want to join it to our
but let's say we want to join it to our orders information so i'm going to start
orders information so i'm going to start with our orders table
with our orders table and then we're going to pull on people
and then we're going to pull on people and tableau is going to
and tableau is going to create a join for us and it's going to
create a join for us and it's going to choose the column that we would like to
choose the column that we would like to join on based on the names in the two
join on based on the names in the two data sources so if these two data
data sources so if these two data sources didn't have a column that had
sources didn't have a column that had the same name then tableau wouldn't be
the same name then tableau wouldn't be able to guess what
able to guess what two to join on
two to join on so we would have to come in and select
so we would have to come in and select out of the order side
out of the order side and the people side
and the people side what we'd like to join on and then we
what we'd like to join on and then we have the options to do an inner join a
have the options to do an inner join a left join a right join and a full outer
left join a right join and a full outer join let's review quickly what these
join let's review quickly what these look like so say we had two tables that
look like so say we had two tables that we wanted to join together one of them
we wanted to join together one of them was the student table that had the
was the student table that had the student names and the key to their grade
student names and the key to their grade and which we could use to look up their
and which we could use to look up their grade over here in the grade table which
grade over here in the grade table which had the key to their grade and the
had the key to their grade and the actual grade a b c d f and incomplete
actual grade a b c d f and incomplete we can see here that somebody has made a
we can see here that somebody has made a mistake and put in a letter grade
mistake and put in a letter grade instead of the key to the letter grade
instead of the key to the letter grade and we'll see how that affects what
and we'll see how that affects what we're looking at
we're looking at so if we were to do an inner join
so if we were to do an inner join that would only take
that would only take the rows where the join could complete
the rows where the join could complete so
so we have one that could join to one just
we have one that could join to one just fine but we don't have two and we don't
fine but we don't have two and we don't have three a doesn't join to anything so
have three a doesn't join to anything so this row would be
this row would be not included and then four
not included and then four five
five and six would all join so that would
and six would all join so that would look something like this where we would
look something like this where we would see adam
see adam um when we grab student from this table
um when we grab student from this table and grade from this table we can see
and grade from this table we can see adam had an a beverly had an a dale had
adam had an a beverly had an a dale had a d elizabeth had an f and frank is
a d elizabeth had an f and frank is incomplete and charles is missing also
incomplete and charles is missing also you don't see
you don't see any b or c in this list of grades
any b or c in this list of grades for a left join
for a left join it's going to take everything
it's going to take everything from the left table
from the left table and only the pieces from the right table
and only the pieces from the right table that apply to the left table so it looks
that apply to the left table so it looks pretty similar to our inner join
pretty similar to our inner join only charles shows up so the join wasn't
only charles shows up so the join wasn't able to complete since a doesn't exist
able to complete since a doesn't exist in grade but we include charles anyways
in grade but we include charles anyways and grade
and grade becomes null
becomes null for charles it won't put in the grade
for charles it won't put in the grade key because it's we're not asking for
key because it's we're not asking for the grade key we're asking for grade
the grade key we're asking for grade from the grade table so we try to look
from the grade table so we try to look up a inside of the grade table we can't
up a inside of the grade table we can't find it and never tolerance no we look
find it and never tolerance no we look up a inside the grade key perfect right
up a inside the grade key perfect right join is like a left join only it takes
join is like a left join only it takes everything from the right table instead
everything from the right table instead of the left table so it grabs all the
of the left table so it grabs all the grades a b c d f and incomplete and only
grades a b c d f and incomplete and only the rows from the left table that join
the rows from the left table that join appropriately
appropriately so since charles doesn't join
so since charles doesn't join appropriately he doesn't show up we also
appropriately he doesn't show up we also have b and c showing up
have b and c showing up even though it doesn't exist in the
even though it doesn't exist in the student table
student table and it won't be tied to a student
and it won't be tied to a student because that join wasn't able to
because that join wasn't able to complete as it didn't exist over there
complete as it didn't exist over there and the last one is a full outer join
and the last one is a full outer join where it takes everything from both
where it takes everything from both tables
tables whether or not the join is complete so
whether or not the join is complete so we have all of the people where the join
we have all of the people where the join completes we also have charles where the
completes we also have charles where the join doesn't complete from the left to
join doesn't complete from the left to the right and we have b and c where the
the right and we have b and c where the join doesn't complete from the right to
join doesn't complete from the right to the left
the left so those are our options in tableau
so those are our options in tableau here
here in our sample superstore data set
in our sample superstore data set you could look and see if there are any
you could look and see if there are any regions in the orders table that don't
regions in the orders table that don't exist in the people table and that's how
exist in the people table and that's how you can know what kind of join you want
you can know what kind of join you want and so if you want those orders to still
and so if you want those orders to still show up even though they don't have a
show up even though they don't have a region
region or their region is
or their region is not in
not in the people table that's when you would
the people table that's when you would do a left join
do a left join for our purposes
for our purposes we'll do an inner join
we'll do an inner join now let's say
now let's say we had a second
we had a second excel sheet here
excel sheet here that had more
that had more orders and you can do a union
orders and you can do a union which is just adding more orders
which is just adding more orders by dragging that second orders table
by dragging that second orders table right underneath the original orders
right underneath the original orders table you can see it says their drag
table you can see it says their drag table to union and that's helpful for if
table to union and that's helpful for if you have an excel sheet for maybe
you have an excel sheet for maybe different years so say you had a
different years so say you had a separate excel sheet for the orders in
separate excel sheet for the orders in 2015 and then another one for the orders
2015 and then another one for the orders in 2016 you could pull on your 2015
in 2016 you could pull on your 2015 orders and then drag your 2016 orders
orders and then drag your 2016 orders right there to union and it would take
right there to union and it would take these orders and then
these orders and then add the rows instead of the columns
add the rows instead of the columns for the 2016 orders
for the 2016 orders for example we've added people
for example we've added people but as a join and that will
but as a join and that will first put in all of our orders
first put in all of our orders as columns and then add the columns for
as columns and then add the columns for our person
our person but if we were adding more data that
but if we were adding more data that fell under the order
fell under the order columns so it would have the same data
columns so it would have the same data the same order id ship date but we
the same order id ship date but we wanted to add more rows then that would
wanted to add more rows then that would be when you union
be when you union now we're going to take a look at
now we're going to take a look at calculations and which ones are
calculations and which ones are calculated on the database side versus
calculated on the database side versus which are calculated on the table side
which are calculated on the table side so here we have percentage of total
so here we have percentage of total sales split up by sub category and
sales split up by sub category and category
category we also have
we also have percentage of total sales a long table
percentage of total sales a long table down so the difference between these two
down so the difference between these two things are one of them is made using
things are one of them is made using a calculated field
a calculated field which is where we do the sum of sales
which is where we do the sum of sales divided by the sum of fixed sum of sales
divided by the sum of fixed sum of sales this part is called a level of detail
this part is called a level of detail calculation
calculation and this calculation the sum of sales
and this calculation the sum of sales and the sum of the level of detail of
and the sum of the level of detail of sales
sales which basically makes the database find
which basically makes the database find the total
the total sum of sales regardless of
sum of sales regardless of these dimensions we pulled on
these dimensions we pulled on so it gives us our total number so this
so it gives us our total number so this will be sum of sales for bookcases and
will be sum of sales for bookcases and this will be sum of sales for everything
this will be sum of sales for everything this calculation is done on the database
this calculation is done on the database side whereas this one
side whereas this one percentage of total sales along table
percentage of total sales along table down is what's called a table
down is what's called a table calculation
calculation it's a quick table calculation of
it's a quick table calculation of percent of total and it is done
percent of total and it is done in tableau it's processed locally right
in tableau it's processed locally right inside of the table after the
inside of the table after the aggregations have occurred
aggregations have occurred there are some pros and cons of doing it
there are some pros and cons of doing it this way so
this way so for
for this percent of total sales
this percent of total sales i had to create the table calculation
i had to create the table calculation here
here and it does the fixed
and it does the fixed sum of sales where it finds the sum of
sum of sales where it finds the sum of sales for the entire database and since
sales for the entire database and since it is fixed it will ignore filters so
it is fixed it will ignore filters so for example
for example i took off both of the sales and i'm
i took off both of the sales and i'm just going to put on the percent sum of
just going to put on the percent sum of sales and let's say we wanted to see
sales and let's say we wanted to see how office supplies and technology are
how office supplies and technology are as percentages of sum of sales
as percentages of sum of sales and ignore furniture so we can grab
and ignore furniture so we can grab category and we'll control
category and we'll control click and drag
click and drag and we're going to unselect furniture
and we're going to unselect furniture and hit ok
and hit ok now it's still
now it's still taking it out of the total sum of sales
taking it out of the total sum of sales including furniture and so our grand
including furniture and so our grand total down here is only 67 instead of
total down here is only 67 instead of 100
100 whereas
whereas if we take
if we take sales and double click it and it adds it
sales and double click it and it adds it over here on the table then we right
over here on the table then we right click and do a quick table calculation
click and do a quick table calculation and click
and click percent of total
percent of total this one is doing it out of 100 and
this one is doing it out of 100 and these numbers don't match
these numbers don't match and that's because it does take into
and that's because it does take into account the filter of category so let's
account the filter of category so let's pull the filter of category off and we
pull the filter of category off and we can see that they're both out of 100 now
can see that they're both out of 100 now and each of these take into account
and each of these take into account the same amount of data since we have no
the same amount of data since we have no filters here
filters here so if you wanted to take into account
so if you wanted to take into account the filters on the table
the filters on the table then you need to use a table calculation
then you need to use a table calculation however when you push the information
however when you push the information back to the database to do the
back to the database to do the calculation it's doing it as part of the
calculation it's doing it as part of the query to the data source and it can save
query to the data source and it can save you some time and so which one of these
you some time and so which one of these is faster sort of depends on
is faster sort of depends on what data is available already when the
what data is available already when the original query comes back
original query comes back next we're going to discuss ranking in
next we're going to discuss ranking in tableau
tableau first let's add a second data source so
first let's add a second data source so we can do that by coming up to data and
we can do that by coming up to data and clicking new data source
clicking new data source or you can just click this plus data
or you can just click this plus data source right here and click microsoft
source right here and click microsoft excel
excel we're going to use this rank example
we're going to use this rank example worksheet
worksheet perfect and it's already pulled in the
perfect and it's already pulled in the sheet we want because there's only one
sheet we want because there's only one sheet
sheet and we'll go to sheet2
and we'll go to sheet2 pull on store
pull on store pull on sales
pull on sales and we will rename sheet2
and we will rename sheet2 as
rank example great so now we have here's all of our
great so now we have here's all of our stores and here are our sales and if we
stores and here are our sales and if we wanted to rank them
wanted to rank them based on who had the highest sales to
based on who had the highest sales to the lowest sales we could create a
the lowest sales we could create a calculated field
and we're going to use our rank function
function and we're going to put in sales now we
and we're going to put in sales now we receive this error here so when we hover
receive this error here so when we hover we see what that arrow says oh you can
we see what that arrow says oh you can click and it says all fields must be
click and it says all fields must be aggregate or constant when using table
aggregate or constant when using table calculation functions or fields from
calculation functions or fields from multiple data sources so we learn
multiple data sources so we learn something unique here
something unique here that you might not know is that a rank
that you might not know is that a rank is a table calculation
is a table calculation and it requires it to be aggregated
and it requires it to be aggregated so
so we can make sum
we can make sum and put the parentheses around sales
and put the parentheses around sales and our error goes away so now we know
and our error goes away so now we know rank is a table calculation
rank is a table calculation and we have our box here that expands
and we have our box here that expands out and can teach us about what we're
out and can teach us about what we're using here so when i click on rank it
using here so when i click on rank it will tell us that it returns the
will tell us that it returns the standard competition rank for the
standard competition rank for the current row
current row and it says identical values are
and it says identical values are assigned an identical rank so let's see
assigned an identical rank so let's see what that looks like we'll hit okay
what that looks like we'll hit okay we'll double click on rank by sales and
we'll double click on rank by sales and we can see our ranks so e had the
we can see our ranks so e had the highest sales so it's one
highest sales so it's one d is next and c and b are tied
d is next and c and b are tied 20 and 20
20 and 20 and so they both share the rank of three
and so they both share the rank of three and then because they are two of them
and then because they are two of them that share the same rank we skip four
that share the same rank we skip four and the next one gets fifth place
and the next one gets fifth place but now this isn't the only way to rank
but now this isn't the only way to rank so let's make another one of these
so let's make another one of these we'll click duplicate
we'll click duplicate and edit
and edit let's erase copy
let's erase copy and we're going to call this rank dense
and we're going to call this rank dense by sales
by sales double click on rank start typing rank
double click on rank start typing rank again and we're going to click rank
again and we're going to click rank dense
dense now the difference here is that rank
now the difference here is that rank dense returns the rank where identical
dense returns the rank where identical values are assigned an identical rank
values are assigned an identical rank but no gaps are inserted in the numbers
but no gaps are inserted in the numbers so click ok double click rank dense and
so click ok double click rank dense and you can see instead of going one two
you can see instead of going one two three five
three five it goes one two three four
it goes one two three four so it doesn't include that gap
so it doesn't include that gap now let's give them a little bit more
now let's give them a little bit more space here
space here and maybe i want it to be in the order i
and maybe i want it to be in the order i created it so these measure values are
created it so these measure values are defining what's going to happen up here
defining what's going to happen up here so we can take sales and put it at the
so we can take sales and put it at the top and that'll move sales to the front
top and that'll move sales to the front and put rank dense at the bottom so now
and put rank dense at the bottom so now we can see sales we can see rank by
we can see sales we can see rank by sales we rank dense by sales
sales we rank dense by sales now let's duplicate
now let's duplicate and look at the next one
and look at the next one we have rank
we have rank modified
modified next
next and
change the name here you notice that i receive an error
receive an error and that's because that name already
and that's because that name already exists tableau won't allow you to use
exists tableau won't allow you to use the same name
and it will give you that error so those errors can be pretty helpful in finding
errors can be pretty helpful in finding out what's going on hit apply
out what's going on hit apply and okay and then double click rank
and okay and then double click rank modified by sales
modified by sales and now we can see
and now we can see the difference here
the difference here let's go back here and
let's go back here and look at what it says here click on ring
look at what it says here click on ring modified and it says it returns the
modified and it says it returns the modified competition rank where
modified competition rank where identical values are assigned an
identical values are assigned an identical rank
identical rank but
but what happens instead
what happens instead is instead of both receiving three
is instead of both receiving three for third place
for third place they both receive four
they both receive four which is the lower of the options so if
which is the lower of the options so if we were going by rank and we just
we were going by rank and we just arbitrarily decided that this one's
arbitrarily decided that this one's third place and this one's fourth place
third place and this one's fourth place then they both receive the same ring
then they both receive the same ring here but they receive the higher of the
here but they receive the higher of the two options whereas this one receives
two options whereas this one receives the lower of the two options
the lower of the two options and let's do one more
and let's do one more duplicate
edit erase copy
and we're going to do rank
unique and let's change the name
and let's change the name to rank unique
perfect and now this is going to give it a unique
a unique ranking even when they share the same
ranking even when they share the same number so we'll hit apply
number so we'll hit apply okay double click rank unique
okay double click rank unique and we have one two
and we have one two three four and five
three four and five so what it's doing is let's quickly
so what it's doing is let's quickly look here so
look here so rank by sales
we haven't talked about this yet but you can choose to rank it ascending or
can choose to rank it ascending or descending that means that do we want to
descending that means that do we want to rank it based on
whether you see here it says ascending or descending and that's how you will
or descending and that's how you will define so it defaults to descending and
define so it defaults to descending and it's saying the biggest is the best so
it's saying the biggest is the best so in for sales that's accurate so what
in for sales that's accurate so what it's doing is biggest down now here it
it's doing is biggest down now here it has to decide which one to give three
has to decide which one to give three and which one to do for
and which one to do for and it's doing that based on the ascii
and it's doing that based on the ascii values of
values of the store
the store so it's looking at more information on
so it's looking at more information on the row and since uppercase b comes
the row and since uppercase b comes before lowercase c uppercase b is
before lowercase c uppercase b is getting the 3.
getting the 3. even though they both have 20 for sales
even though they both have 20 for sales let's go back now to our orders data
let's go back now to our orders data and we'll make a new sheet and now we're
and we'll make a new sheet and now we're going to talk about actions in tableau
going to talk about actions in tableau we've talked about actions briefly
we've talked about actions briefly before
before in our tableau training video for
in our tableau training video for beginner so if you want to see the
beginner so if you want to see the introduction you can go and look there
introduction you can go and look there also if you want to follow along with
also if you want to follow along with our data sets you can comment below and
our data sets you can comment below and ask and the simply learn team will get
ask and the simply learn team will get you that data set
you that data set so let's make a chart where we're going
so let's make a chart where we're going to look at
to look at category so we'll drag category onto
category so we'll drag category onto columns and then we're going to look at
columns and then we're going to look at sales so we'll drag sales onto rows and
sales so we'll drag sales onto rows and it will create three bar charts for us
it will create three bar charts for us and we're going to
and we're going to call this
call this sales by category
sales by category now let's make a second chart that we
now let's make a second chart that we will use together and we'll bring
will use together and we'll bring category onto columns and we'll bring
category onto columns and we'll bring subcategory onto columns
subcategory onto columns and let's bring sales
and let's bring sales onto rows again
onto rows again and let's
and let's take
take subcategory and bring it onto color and
subcategory and bring it onto color and that makes each subcategory its own
that makes each subcategory its own color
color and we'll call this sheet
and we'll call this sheet sales by subcategory
so now back to sales by category here you can make a worksheet action
you can make a worksheet action where we're going to
where we're going to move from the sales by category sheet to
move from the sales by category sheet to the sales by subcategory sheet and also
the sales by subcategory sheet and also filter down that sheet to only the
filter down that sheet to only the category we want to see
category we want to see so click filter
so click filter and we can name this filter
and we're going to do this filter on select so this name won't be seen except
select so this name won't be seen except for in our actions list
for in our actions list and what sheets do we want to affect
and what sheets do we want to affect we're going to have
we're going to have sales by category show up one thing to
sales by category show up one thing to note here it is only showing the sheets
note here it is only showing the sheets for it to affect based on the ones that
for it to affect based on the ones that are using this data source at this point
are using this data source at this point so you can see we have four sheets down
so you can see we have four sheets down here but it's only showing three sheets
here but it's only showing three sheets and that's because rank example if you
and that's because rank example if you recall is using the rank example data
recall is using the rank example data source so you can click here and you can
source so you can click here and you can see all the sheets or you can see the
see all the sheets or you can see the other
other data source if we click rank example it
data source if we click rank example it will show the rank example data source
will show the rank example data source so we just want sales by category to be
so we just want sales by category to be the source sheet
the source sheet and the target sheet we want it to be
and the target sheet we want it to be sales by subcategory
sales by subcategory so on select we want it to be sales by
so on select we want it to be sales by subcategory we're going to use all the
subcategory we're going to use all the fields available
fields available to create this filter and hit ok so now
to create this filter and hit ok so now we have our go to sub category on select
we have our go to sub category on select we'll hit ok again
we'll hit ok again and
and let's
let's make this a little wider so we can see
make this a little wider so we can see and so when we click on furniture it
and so when we click on furniture it will take us to only furniture of
will take us to only furniture of the sales by subcategory we go back to
the sales by subcategory we go back to category we click on office supplies now
category we click on office supplies now we just see office supplies and this is
we just see office supplies and this is a way to make tableau drill to a lower
a way to make tableau drill to a lower level
so we have those now let's
now let's duplicate this sales by category sheet
duplicate this sales by category sheet and let's see if we go to worksheet and
and let's see if we go to worksheet and we go to
we go to actions you can see that we have the
actions you can see that we have the action here
action here go to subcategory that still exists on
go to subcategory that still exists on our duplicated sheet as well so you can
our duplicated sheet as well so you can see it's affecting both sheets sales by
see it's affecting both sheets sales by category and sales by category 2. let's
category and sales by category 2. let's say we don't want that and we can
say we don't want that and we can unselect sales by category two
unselect sales by category two and hit okay
and hit okay and hit okay
and hit okay now when we go to worksheet actions
you can tell that it's not affecting that sheet so if we come and click
that sheet so if we come and click technology nothing should happen but we
technology nothing should happen but we go to sales by category and click
go to sales by category and click technology it'll take you to the
technology it'll take you to the technology subcategory
technology subcategory great so we have our sales by category
great so we have our sales by category two let's bring it to the end
two let's bring it to the end rename it
we're going to call it sales by category stacked
stacked because we're going to take subcategory
because we're going to take subcategory here and drag it onto
here and drag it onto color and now we can see our different
color and now we can see our different subcategories
subcategories in the colors there
in the colors there now we can take a look
now we can take a look here
here and sort by
and sort by subcategory based on some of sales
subcategory based on some of sales and now you can see that
and now you can see that it is the biggest sales at the bottom
it is the biggest sales at the bottom for each sub category that's just
for each sub category that's just a way that i like to view it so
a way that i like to view it so let's do a highlight action and we're
let's do a highlight action and we're going to do it on a dashboard
going to do it on a dashboard so let's take
so let's take sales by
sales by subcategory
subcategory and look at it over top of our sales by
and look at it over top of our sales by category stacked over top of sales by
category stacked over top of sales by sap category so we want both of those
sap category so we want both of those let's make our
let's make our dashboard automatic for
dashboard automatic for testing purposes
testing purposes and we'll go to dashboard we'll click
and we'll go to dashboard we'll click create actions so we're going to add an
create actions so we're going to add an action it's going to be a highlight
action it's going to be a highlight action
action highlight sales by
highlight sales by subcategory
and we are going to have the sales by category stacked be the source sheet and
category stacked be the source sheet and the sales by subcategory be the target
the sales by subcategory be the target sheet for all fields okay
sheet for all fields okay okay and on select you can highlight
okay and on select you can highlight your chart there
your chart there and see where it falls inside of the
and see where it falls inside of the other visualization
other visualization a cool thing you can do is you could
a cool thing you can do is you could select office supplies here and it will
select office supplies here and it will highlight all of office supplies or if
highlight all of office supplies or if you drag and select a couple of them it
you drag and select a couple of them it will show you those so you're just like
will show you those so you're just like i want to see all these small ones or i
i want to see all these small ones or i want to see this one and these small
want to see this one and these small ones or whatever then it will highlight
ones or whatever then it will highlight the ones that you drag and select now
the ones that you drag and select now this is also true of our sales by
this is also true of our sales by subcategory and sales by category so
subcategory and sales by category so when we clicked on technology it
when we clicked on technology it filtered to just technology
filtered to just technology and we'll undo that and when we drag and
and we'll undo that and when we drag and click
click office supplies and technology we get
office supplies and technology we get office supplies and technology now if we
office supplies and technology now if we go back to the dashboard we can see that
go back to the dashboard we can see that this dashboard is now filtered also to
this dashboard is now filtered also to office supplies and technology and
office supplies and technology and that's because we're using the same
that's because we're using the same sheet
sheet and when you navigate away from that
and when you navigate away from that sheet it doesn't mean that your filter
sheet it doesn't mean that your filter goes away
goes away so when i clicked undo
so when i clicked undo that's when it caused the filter to go
that's when it caused the filter to go away so
away so if you're going to have two
if you're going to have two things affect that sheet
things affect that sheet just remember that just because you
just remember that just because you navigated away from what you selected
navigated away from what you selected doesn't mean that what you selected goes
doesn't mean that what you selected goes away that filter will stay there if it
away that filter will stay there if it shows up right here
shows up right here and if we pull it off everything goes
and if we pull it off everything goes back to normal however the action is
back to normal however the action is still there so when you click on it it
still there so when you click on it it comes back
now let's take a look at the last kind of action which is a url action
of action which is a url action so we're going to make a map based on
so we're going to make a map based on state so i'm going to double click state
state so i'm going to double click state and it's going to build out my map let's
and it's going to build out my map let's change it to a field
change it to a field map
map by clicking map up here
by clicking map up here and we're going to take sales and put it
and we're going to take sales and put it onto color
onto color so now it's colored based on the darkest
so now it's colored based on the darkest is the highest sales
is the highest sales we're going to put state onto label so
we're going to put state onto label so you can see the state name and we're
you can see the state name and we're going to put sales onto label
going to put sales onto label so we can see the sales amount let's
so we can see the sales amount let's quickly
quickly change our default property for sales
change our default property for sales so that it always shows up as currency
so that it always shows up as currency and we're going to
and we're going to lose the decimal places so it'll by
lose the decimal places so it'll by default show up with a dollar sign and
default show up with a dollar sign and so on
so on great so now we have our sales map and
great so now we have our sales map and we're going to create
we're going to create a worksheet action now the difference
a worksheet action now the difference between a worksheet action and a
between a worksheet action and a dashboard action is that a worksheet
dashboard action is that a worksheet will only affect the worksheet and the
will only affect the worksheet and the dashboard will only affect the dashboard
dashboard will only affect the dashboard and so when we created our worksheet
and so when we created our worksheet action on sales by category if we were
action on sales by category if we were to pull sales by category onto the
to pull sales by category onto the dashboard that action won't transfer
dashboard that action won't transfer over you'll need to make a dashboard
over you'll need to make a dashboard action
action so we're going to make a go to url
so we're going to make a go to url action we're going to have it on menu
action we're going to have it on menu we're going to call it wiki
we're going to call it wiki and it's going to only affect our new
and it's going to only affect our new sheet
sheet sheet 6 which we should rename and we're
sheet 6 which we should rename and we're going to have a url in here so this will
going to have a url in here so this will take us to wikipedia and then whatever
take us to wikipedia and then whatever you put at the end of the wikipedia link
you put at the end of the wikipedia link it will take you to that page on
it will take you to that page on wikipedia so
wikipedia so we're going to take state and add it to
we're going to take state and add it to the end of that link
the end of that link and now to test the link you can just
and now to test the link you can just click test link
click test link and it will take a random value and show
and it will take a random value and show you what it will look like so now that's
you what it will look like so now that's how we know that we have our link set up
how we know that we have our link set up okay click ok let's rename our sheet to
url filter by state
filter by state and so when we click on texas okay back
and so when we click on texas okay back to url filter by state let's go to our
to url filter by state let's go to our worksheets
worksheets and go to our actions and on the go to
and go to our actions and on the go to sub category
sub category it is also affecting this url filter by
it is also affecting this url filter by state because we didn't unselect it now
state because we didn't unselect it now to keep that from being a problem we're
to keep that from being a problem we're going to just come here and sales by
going to just come here and sales by category be the only sheet and that way
category be the only sheet and that way it won't auto select no sheets as you
it won't auto select no sheets as you create them
create them so we'll no longer have that problem you
so we'll no longer have that problem you click on texas and nothing happens
click on texas and nothing happens except for it highlights that one only
except for it highlights that one only that's how it should be but when we
that's how it should be but when we hover on texas and wait long enough oh
hover on texas and wait long enough oh yeah on click sometimes you just have to
yeah on click sometimes you just have to hold still it'll come up with our little
hold still it'll come up with our little link here and we click on wiki and it
link here and we click on wiki and it will open up
will open up our browser with the wikipedia page for
our browser with the wikipedia page for texas this can become really handy in
texas this can become really handy in the event that you have data that maybe
the event that you have data that maybe has an order id and you can take that
has an order id and you can take that order id and insert it into a url in
order id and insert it into a url in your system so that it can take you to
your system so that it can take you to your web interface page for that order
here it's helpful for if we wanted to learn more about the state of california
learn more about the state of california which
which it can have information about the
it can have information about the languages spoken
languages spoken and population
and population which can be helpful when we're looking
which can be helpful when we're looking into our sales information
into our sales information another way this can be useful is by
another way this can be useful is by showing the webpage right inside of
showing the webpage right inside of tableau so let's make a dashboard
change our size to automatic and let's pull in url filter by state
pull in url filter by state if we go to dashboard actions you can
if we go to dashboard actions you can see there are no actions for this
see there are no actions for this dashboard yet so we're going to add a go
dashboard yet so we're going to add a go to url action on select
to url action on select and since it's on select the name of
and since it's on select the name of this url won't
this url won't show up
show up but it will show up in our list here so
but it will show up in our list here so it's nice to name it something unique
it's nice to name it something unique let's put in our wikipedia page and
let's put in our wikipedia page and it'll take us to state so we'll hit okay
it'll take us to state so we'll hit okay okay and now when we click on oklahoma
okay and now when we click on oklahoma it'll open up a page for oklahoma
it'll open up a page for oklahoma but let's unselect oklahoma if we drag
but let's unselect oklahoma if we drag on web page from the objects here
on web page from the objects here you don't even have to enter anything
you don't even have to enter anything for your url you just hit ok and now we
for your url you just hit ok and now we have the bottom half of the screen is a
have the bottom half of the screen is a web page and when we click on oklahoma
web page and when we click on oklahoma instead of taking us to oklahoma in a
instead of taking us to oklahoma in a separate thing it'll take us to oklahoma
separate thing it'll take us to oklahoma right here
right here in the visualization so we'll change it
in the visualization so we'll change it to texas and this will change to texas
if you unselect it leaves the page there based on the one that you had just
based on the one that you had just selected
selected next we're going to take a look at
next we're going to take a look at reference bands and lines so let's make
reference bands and lines so let's make a new sheet
a new sheet and we're going to call it
and we're going to call it reference
lines and so a reference line is found on the analytics pane
on the analytics pane and it is something that comes and draws
and it is something that comes and draws a line on your visualization based on
a line on your visualization based on the data on the screen so
the data on the screen so let's make our visualization we'll do
let's make our visualization we'll do our category
our category and sub category again
and sub category again and we'll double click on sales
and we'll double click on sales and it brings it onto text that's not
and it brings it onto text that's not what i want so let's do sales onto rows
what i want so let's do sales onto rows and we have our bar charts
and we have our bar charts and
and we'll talk about the difference between
we'll talk about the difference between a cell a pane and the table so when we
a cell a pane and the table so when we go to analytics
go to analytics and we go to drag our reference line
and we go to drag our reference line onto
onto our visualization it says you can add
our visualization it says you can add the reference line for the whole table
the reference line for the whole table for a pane or for a cell
for a pane or for a cell so
so if we
if we take our subcategory and drag it onto
take our subcategory and drag it onto color
color since the subcategory is our lowest
since the subcategory is our lowest level it's going to define our cell
level it's going to define our cell so each one of these if we drag our
so each one of these if we drag our reference line onto
reference line onto so
so each one of them gets a reference line
each one of them gets a reference line you see how it added those on this is
you see how it added those on this is our dialog box we will look at that in
our dialog box we will look at that in just a moment
just a moment so let's remove that if we take
so let's remove that if we take reference line and put it onto pane
reference line and put it onto pane that's going to be similar to have a
that's going to be similar to have a category on the color so each of these
category on the color so each of these different colors
different colors is now a pain
is now a pain reference line onto pane and you see how
reference line onto pane and you see how we get reference lines
we get reference lines based on each pane
based on each pane so let's undo that
so let's undo that and now if we take category off and
and now if we take category off and everything is all one color and we take
everything is all one color and we take reference line and put it onto table
reference line and put it onto table now we have our reference line for the
now we have our reference line for the whole table
great so we're going to do find out the average for each
find out the average for each section
section so i'm going to take category put it
so i'm going to take category put it back onto color and we'll take reference
back onto color and we'll take reference line and put it onto pain
line and put it onto pain now we have our reference line it's
now we have our reference line it's based on the computation of average
based on the computation of average and it's using the value of sum of sales
and it's using the value of sum of sales so since it says sum of sales here you
so since it says sum of sales here you might think that it was taking the cut
might think that it was taking the cut reference line and putting it at the sum
reference line and putting it at the sum of the sales but that's not what's
of the sales but that's not what's happening it's just using our aggregated
happening it's just using our aggregated version of sales to figure out the
version of sales to figure out the average so instead of taking each
average so instead of taking each individual sale
individual sale that makes up the bookcase section it's
that makes up the bookcase section it's taking the sum of sales for the bookcase
taking the sum of sales for the bookcase section and comparing it to the sum of
section and comparing it to the sum of sales for chairs
sales for chairs so it's taking an average across these
so it's taking an average across these added up sections
added up sections we could also have it be total
we could also have it be total where it's adding all of these up and it
where it's adding all of these up and it makes that total line
makes that total line the sum line is the same as total in
the sum line is the same as total in this case
this case a constant which is where you get to
a constant which is where you get to define the value and so if we wanted it
define the value and so if we wanted it to be 200
to be 200 thousand there it is
thousand there it is let's go back
there we are back to where we were constant minimum which shows you the
constant minimum which shows you the minimum for each section
minimum for each section the maximum for each section
the maximum for each section or the average
or the average or the median so let's stick with
or the median so let's stick with average and now you can see it's
average and now you can see it's labeling the line as average we could
labeling the line as average we could also have it label the line as the value
also have it label the line as the value so now we can see that the average is
so now we can see that the average is this amount of dollars
this amount of dollars or you can choose custom and then you
or you can choose custom and then you can put something in here
like maybe we wanted the computation a colon
colon and then the value average
and then the value average this amount
this amount you can also have a show recalculated
you can also have a show recalculated line for highlighted or selected data
line for highlighted or selected data points that means when you click on a
points that means when you click on a section it will recalculate the average
section it will recalculate the average just for what you've selected we'll hit
just for what you've selected we'll hit ok
ok and so in that case when we click on
and so in that case when we click on tables
tables you can see our
you can see our recalculated
recalculated average line
so the average for tables for just tables
tables is the sum divided by the number so the
is the sum divided by the number so the sum of tables is 206 966 divided by one
sum of tables is 206 966 divided by one is still 206 966 so selecting just
is still 206 966 so selecting just tables is really helpful but if we
tables is really helpful but if we wanted to know the average of
wanted to know the average of tables and we'll control click
tables and we'll control click appliances
appliances and we'll control click binders oh there
and we'll control click binders oh there we go
we go all three of those are selected we can
all three of those are selected we can see the average of those three which is
see the average of those three which is this line
this line you could also select like this
you could also select like this and see your new average
and see your new average oh and it's doing the average
oh and it's doing the average independently so
independently so select these guys and now we see the
select these guys and now we see the average of just those
average of just those five categories and those are reference
five categories and those are reference lines
lines now let's duplicate this sheet
now let's duplicate this sheet and i'll show you how to delete a
and i'll show you how to delete a reference line
reference line so we'll rename this to reference
bands click on this reference line right click and click remove and it
right click and click remove and it takes it off we have the same thing for
takes it off we have the same thing for reference bands we had with reference
reference bands we had with reference lines where you can have it be for the
lines where you can have it be for the whole table per pane or per cell so
whole table per pane or per cell so let's do a reference band for the whole
let's do a reference band for the whole table so it's doing entire table
table so it's doing entire table and it's taking from the minimum to the
and it's taking from the minimum to the maximum now we could change the minimum
maximum now we could change the minimum to be the average to the maximum and now
to be the average to the maximum and now that will highlight the whole table
that will highlight the whole table everything that's above the average
everything that's above the average becomes highlighted
becomes highlighted and if you wanted to change it you could
and if you wanted to change it you could do the minimum to the average
do the minimum to the average but let's go to
but let's go to average to
average to maximum and then you can change things
maximum and then you can change things like you can add lines so we have a line
like you can add lines so we have a line for the average or the maximum you can
for the average or the maximum you can make it thinner you can make it dotted
make it thinner you can make it dotted you can change your fill so maybe if you
you can change your fill so maybe if you don't want it to be quite that dark you
don't want it to be quite that dark you can change it to be a little bit of a
can change it to be a little bit of a lighter color of gray
lighter color of gray and you can have show recalculated band
and you can have show recalculated band for highlighted or you can remove that
for highlighted or you can remove that and that way when we highlight stuff
and that way when we highlight stuff everything just stays where it belongs
everything just stays where it belongs for the entire table
for the entire table and that's how you create a reference
and that's how you create a reference band
band reference bands and reference lines can
reference bands and reference lines can be really handy in making
be really handy in making several different kinds of
several different kinds of visualizations such as bullet charts
visualizations such as bullet charts if you have any questions about that
if you have any questions about that please comment below and the simply
please comment below and the simply learn team will get back to you now
learn team will get back to you now let's do another analysis on average
let's do another analysis on average days to ship
days to ship and for this one we're going to
and for this one we're going to look at it by state
look at it by state and we're going to look at it by
and we're going to look at it by ship mode
ship mode and so we'll take average stasis ship
and so we'll take average stasis ship and put it on columns
and put it on columns and now we can see
and now we can see the average days to ship by first class
the average days to ship by first class same day second class or standard class
same day second class or standard class and you can see
how they differ so let's change the order of these really quick
change the order of these really quick if we come up here to ship mode and we
if we come up here to ship mode and we click sort and we click manual we can
click sort and we click manual we can have same day above first class so that
have same day above first class so that it kind of goes in order of priority so
it kind of goes in order of priority so same day first class second class
same day first class second class standard class
standard class there we go and now we have it in
there we go and now we have it in order of what you might expect and
order of what you might expect and priority and now we're going to create a
priority and now we're going to create a calculated field that we will use to do
calculated field that we will use to do a sort of conditional formatting
a sort of conditional formatting and we will name it delay analysis
and we will name it delay analysis great so let's do
great so let's do if
if the
the average days ship
average days ship is less than or equal to two
is less than or equal to two then
then we'll have it return the words
so if we want to press enter there that won't cause any problems to our
won't cause any problems to our calculation so you can press enter you
calculation so you can press enter you could have extra spaces and it won't uh
could have extra spaces and it won't uh tableau will ignore those so this allows
tableau will ignore those so this allows us to format our calculated field in a
us to format our calculated field in a way that's easy to read so if it's less
way that's easy to read so if it's less than two then they're going to call it
than two then they're going to call it an early shipment
an early shipment else if
else if average days to ship is greater than or
average days to ship is greater than or equal to five
equal to five then shipment
then shipment late
late and
and else if let's get the rest of them
else if let's get the rest of them and
and average days of ship is
average days of ship is not less than two
not less than two greater than two
greater than two and less than
and less than five
five then
then on time
two words on time
on time and now you can see we have an error
and now you can see we have an error here
here it says expected end to match if that
it says expected end to match if that means that we don't have an end
means that we don't have an end at the end of our if statement
at the end of our if statement if statements always have to have an end
if statements always have to have an end okay let's hit apply
and let's grab our delay analysis and put it on to color
put it on to color and it has on time as blue
and it has on time as blue early shipment
early shipment as orange
as orange and shipment linked as red we can double
and shipment linked as red we can double click on the color and we can change
click on the color and we can change shipment early to green
shipment early to green and now we can see
and now we can see the best ones the on time ones and the
the best ones the on time ones and the ones that stand out as late and standard
ones that stand out as late and standard class happens late a lot it's
class happens late a lot it's interesting to see that on average the
interesting to see that on average the district of columbia
district of columbia has second class as a legit late
has second class as a legit late shipment you can see that all of these
shipment you can see that all of these share
share the same axis size so they all go from
the same axis size so they all go from zero to six
zero to six even though this one never gets that
even though this one never gets that close to six
close to six if we click edit axis
if we click edit axis you can choose if you want that to be
you can choose if you want that to be the case so it's like right now all of
the case so it's like right now all of them use uniform access range for all
them use uniform access range for all rows and columns and that's really nice
rows and columns and that's really nice because it's easy to compare
because it's easy to compare colorado to colorado to colorado if you
colorado to colorado to colorado if you change it to independent access for each
change it to independent access for each rose you can see now this one only goes
rose you can see now this one only goes from zero to not even one whereas this
from zero to not even one whereas this one goes from zero to six
one goes from zero to six and you can compare it with color but
and you can compare it with color but you can no longer compare it with size
you can no longer compare it with size across all of these different categories
across all of these different categories so uniform access range is the default
so uniform access range is the default in this case
in this case and we will keep it that way
so now we have a quick analysis of our delays
delays we're now going to build a waterfall
we're now going to build a waterfall chart
chart based on profit
based on profit so we'll call this our profit
so we'll call this our profit waterfall
waterfall and um we'll take a look at what a
and um we'll take a look at what a waterfall
waterfall looks like at the end and talk about how
looks like at the end and talk about how it works
it works so after we build it we'll talk about
so after we build it we'll talk about some of the benefits of having a
some of the benefits of having a waterfall chart so what we're going to
waterfall chart so what we're going to do is build it over time for this
do is build it over time for this visualization we're just going to look
visualization we're just going to look at the year of 2014 so i'm going to
at the year of 2014 so i'm going to filter it to the order dates for 2014
filter it to the order dates for 2014 and then we're going to take our order
and then we're going to take our order date and bring it onto columns and we're
date and bring it onto columns and we're going to look at it by month but we're
going to look at it by month but we're going to look at it by
going to look at it by our discrete month
our discrete month so you can see that i chose the one that
so you can see that i chose the one that has month and year
has month and year and then when i chose discrete
and then when i chose discrete and then we're going to take profit and
and then we're going to take profit and put it onto rows and we're going to
put it onto rows and we're going to change it from
change it from profit
profit to
to our
our running total of profit
running total of profit so you can see that it takes january and
so you can see that it takes january and then it adds february to it
then it adds february to it and so it's always getting bigger when
and so it's always getting bigger when we undid it sometimes there's up and
we undid it sometimes there's up and down
down so
so back to we only have our running total
back to we only have our running total where it will some january and february
where it will some january and february for the february mark and then some
for the february mark and then some january february march for the march
january february march for the march mark if i take profit
mark if i take profit and put it here you can see january is
and put it here you can see january is negative three thousand and february is
negative three thousand and february is positive two thousand but here it's the
positive two thousand but here it's the sum of those which is negative 467.
sum of those which is negative 467. take that back off we're going to change
take that back off we're going to change our marks to a gaunt bar
our marks to a gaunt bar and now we're going to
and now we're going to duplicate profit
duplicate profit and edit what we have
and edit what we have we're going to call this negative profit
we're going to call this negative profit and it's going to be just profit
and it's going to be just profit with the negative sign in front
with the negative sign in front oh it looks like i've done this before
oh it looks like i've done this before so
so now we have a new name because i added a
now we have a new name because i added a space at the end so hit apply
space at the end so hit apply and let's delete the old one
and let's delete the old one okay so now we have our negative profit
okay so now we have our negative profit just to look at it it's just minus
just to look at it it's just minus profit
profit and we're going to use that to determine
and we're going to use that to determine the size
the size of the gaunt bar so
of the gaunt bar so what it does
what it does is it takes where the line was and it
is it takes where the line was and it adds the size of it to be the size of
adds the size of it to be the size of profit but because the line was at the
profit but because the line was at the top and we didn't want to build the
top and we didn't want to build the profit up we had to change it to
profit up we had to change it to negative profit so it would build it
negative profit so it would build it down so here the line was down here
down so here the line was down here because it was so low negative and we
because it was so low negative and we added negative profit and then let's
added negative profit and then let's take profit and put it on color
take profit and put it on color and so you can see where profit is
and so you can see where profit is negative it turns it orange
negative it turns it orange and my profit is positive it turns it
and my profit is positive it turns it blue so what's happening here what we
blue so what's happening here what we can do now is we can see our total sales
can do now is we can see our total sales at the end and how we got there so for
at the end and how we got there so for the first month we were at zero when we
the first month we were at zero when we started and we went down to negative
started and we went down to negative three thousand the next month we were at
three thousand the next month we were at negative three thousand when we started
negative three thousand when we started and it grew up to be almost back to zero
and it grew up to be almost back to zero and then we can see that from there on
and then we can see that from there on out we grew up
out we grew up each month and you can see how much each
each month and you can see how much each month contributed
month contributed our biggest contributors are november
our biggest contributors are november and march november being a little bit
and march november being a little bit bigger
bigger and you can see where we started at the
and you can see where we started at the beginning of that month and where we
beginning of that month and where we ended and that's how a waterfall chart
ended and that's how a waterfall chart works so it lets you go through over
works so it lets you go through over time and see exactly where our problems
time and see exactly where our problems were
were and exactly which months helped the most
and exactly which months helped the most where we started and where we ended for
where we started and where we ended for each month
each month next we're going to talk about level of
next we're going to talk about level of detail calculation and we'll talk about
detail calculation and we'll talk about those first by showing an example
those first by showing an example so i'm going to bring all my customers
so i'm going to bring all my customers on
on by name and then i'm going to bring on
by name and then i'm going to bring on order id
order id and it's going to add all members but
and it's going to add all members but then i'm going to change order id
then i'm going to change order id from a dimension to
from a dimension to a measure and we have account distinct
a measure and we have account distinct so now we can see each customer and how
so now we can see each customer and how many
many orders they have so let's sort it and we
orders they have so let's sort it and we can see
can see one person has 17 orders and we have
one person has 17 orders and we have 1 2
1 2 3 4
3 4 5 6 7
5 6 7 people have 13 orders
people have 13 orders and it goes on from there
and it goes on from there so what if we wanted to make a
so what if we wanted to make a visualization that would show
visualization that would show how many customers
how many customers had how many orders and what
had how many orders and what number of orders was the most popular
number of orders was the most popular we would need to do a level of detail
we would need to do a level of detail calculation so let's clear the workbook
calculation so let's clear the workbook a level of detail calculation allows you
a level of detail calculation allows you to build a visualization
to build a visualization and bring on metrics that are at a level
and bring on metrics that are at a level that is different from what's shown on
that is different from what's shown on the visualization
the visualization so
so in order to do this
in order to do this we need to
we need to create a calculated field
create a calculated field that will show us
that will show us the number of orders per customer
the number of orders per customer even though we're not going to have our
even though we're not going to have our visualization be per customer
visualization be per customer so let's call this orders
so let's call this orders per customer
per customer and we'll come here and we're going to
and we'll come here and we're going to use a level of detail calculation called
use a level of detail calculation called fixed
fixed now there are
now there are two other level of detail calculations
and they are called include and exclude
and you can learn more about those in
in some of our simply learn classes and if
some of our simply learn classes and if you have any questions please comment
you have any questions please comment below and we can answer them so we're
below and we can answer them so we're going to do it fixed and you can choose
going to do it fixed and you can choose dimensions and it computes an
dimensions and it computes an aggregation using only the specified
aggregation using only the specified dimensions
dimensions so it will ignore all the other
so it will ignore all the other dimensions and we're going to have it
dimensions and we're going to have it based on customer name
based on customer name so we're going to have fixed customer
so we're going to have fixed customer name
name and we're going to call
and we're going to call get account distinct
get account distinct of order id
of order id and make sure you close it with your
and make sure you close it with your curly bracket and we have no errors and
curly bracket and we have no errors and we'll hit ok
we'll hit ok and this allows us to see number of
and this allows us to see number of orders per customer so
orders per customer so let's pull it out
first let's make it a dimension and then pull it out onto our columns
and then pull it out onto our columns and now we can see
and now we can see one two three four five six seven eight
one two three four five six seven eight up to 17. so that means we had
up to 17. so that means we had some customers just order one and some
some customers just order one and some customers ordered 17 and we had them
customers ordered 17 and we had them order everything in between so if we
order everything in between so if we never had a customer that had nine
never had a customer that had nine orders
orders then nine wouldn't appear in this list
then nine wouldn't appear in this list now we're going to take customer
now we're going to take customer id or name
id or name let's do id because it should be unique
let's do id because it should be unique and we'll pull it onto roast and we're
and we'll pull it onto roast and we're going to change it to a measure
going to change it to a measure and it's going to be
and it's going to be account distinct
account distinct and so now we can see
and so now we can see how many customers ordered
how many customers ordered how many items
how many items so we have our number of orders per
so we have our number of orders per customer which is at the per customer
customer which is at the per customer level even though this visualization is
level even though this visualization is not at the per customer level
not at the per customer level there's nowhere in this visualization
there's nowhere in this visualization where we pull on the customer
where we pull on the customer item as a dimension
item as a dimension so let's sort it biggest smallest
so let's sort it biggest smallest and we can see that 134 of our customers
and we can see that 134 of our customers ordered five items or had five orders
ordered five items or had five orders and so it just five is the most popular
and so it just five is the most popular seven is the next most popular 17 is the
seven is the next most popular 17 is the least popular one is relatively
least popular one is relatively unpopular which is interesting to know
unpopular which is interesting to know and so you can use this to analyze how
and so you can use this to analyze how many items your customers generally
many items your customers generally order
order and maybe if they have four items
and maybe if they have four items that they are going to order that
that they are going to order that perhaps if you made good suggestions you
perhaps if you made good suggestions you could get them to go up to five
could get them to go up to five and that's an introduction to level of
and that's an introduction to level of detail
detail so let's name this sheet
level of detail lod orders per
orders per customer
customer perfect
perfect now let's make a new sheet
now let's make a new sheet and we are going to
and we are going to do an analysis about new customers
do an analysis about new customers so we'll call this level of detail new
so we'll call this level of detail new customer
customer analysis
so this visualization is going to be about customer acquisition over time so
about customer acquisition over time so when we do things over time we grab our
when we do things over time we grab our date and pull it up here and for a line
date and pull it up here and for a line chart or anything over time
chart or anything over time we're going to
we're going to use these
use these so that it makes an axis
so that it makes an axis instead of just
instead of just change to line
change to line instead of dimensions or something that
instead of dimensions or something that is not continuous and then we're going
is not continuous and then we're going to take our customer id
pull it onto rows but let's change it to [Music]
[Music] account distinct customer id and now we
account distinct customer id and now we can see our count of customers on every
can see our count of customers on every day i think day is too low of a level
day i think day is too low of a level let's go ahead and month
let's go ahead and month so now we can see how many customers
so now we can see how many customers made an order during what month
made an order during what month let's take region
let's take region and split it out by region
and split it out by region when we click on central we can see
when we click on central we can see central now this is including all
central now this is including all customers
customers but say we only wanted to include a
but say we only wanted to include a customer when they're making their very
customer when they're making their very first order
first order so we're only going to include their
so we're only going to include their first order so we need to create a
first order so we need to create a calculated field
calculated field and we want to compare
and we want to compare we'll call it new or existing
we'll call it new or existing and we want to compare their order date
and we want to compare their order date per customer
to their first order date the min order date
order date nope
nope order date
order date and we're going to get this error it
and we're going to get this error it says cannot mix aggregate which is min
says cannot mix aggregate which is min and non-aggregate functions and what
and non-aggregate functions and what it's saying here is that
it's saying here is that this order date is at a per row level
this order date is at a per row level since we don't have any aggregation on
since we don't have any aggregation on it and this order date is at a per
it and this order date is at a per visualization level so it's only going
visualization level so it's only going to split up based on
to split up based on the visualization and it won't let you
the visualization and it won't let you put those two things together so we're
put those two things together so we're going to
going to use our level of detail calculation
use our level of detail calculation again
again and we're going to make this fixed per
and we're going to make this fixed per customer id
customer id and then we'll do our min
and then we'll do our min order date
order date so now instead of
so now instead of trying to return something different
trying to return something different based on the visualization it will
based on the visualization it will always return the min for each customer
always return the min for each customer id
id so if the order date on the
so if the order date on the visualization is equal to this order
visualization is equal to this order date
if the order date on the visualization is equal to the first order date for
is equal to the first order date for that customer
new else existing
end so
so when the order date equals the very
when the order date equals the very first order date that means that it's a
first order date that means that it's a new
new customer making their first order
customer making their first order otherwise it's an existing customer
otherwise it's an existing customer because it's no longer their earliest
because it's no longer their earliest date
date apply
apply okay and now we can take our new field
okay and now we can take our new field which is new or existing and drag it
which is new or existing and drag it onto filters and we only want new
onto filters and we only want new we'll hit apply
we'll hit apply and we can see that we have new
and we can see that we have new customers
customers but
but less over time
less over time so
so so now we're going to change this
so now we're going to change this count distinct
count distinct to be a running total and we can see
to be a running total and we can see over time
over time how
how our new customers are adding up so it's
our new customers are adding up so it's taking the prior value and adding our
taking the prior value and adding our new customers and then at the end we get
new customers and then at the end we get our total customers for each
our total customers for each region and we can now make this a more
the lowest level which is day and you can see
and you can see places where it like levels out so we
places where it like levels out so we can see we have a lot of new customers
can see we have a lot of new customers and it's increasing but then here for
and it's increasing but then here for the region of east there kind of is a
the region of east there kind of is a level spot where we're not getting new
level spot where we're not getting new orders
orders and that seems to be the same for each
and that seems to be the same for each of them so for february of 2014 why were
of them so for february of 2014 why were we not getting any new orders
we not getting any new orders and how come the west region is getting
and how come the west region is getting new customers how come the west region
new customers how come the west region is getting new customers faster here
is getting new customers faster here while it's leveling out in the red
while it's leveling out in the red it looks like the west region
it looks like the west region leveled out as well but picked up sooner
leveled out as well but picked up sooner and started getting new customers
and started getting new customers so this type of analysis will help you
so this type of analysis will help you view
view new customers over time and it's only
new customers over time and it's only possible because we were able to do a
possible because we were able to do a level of detail calculation
level of detail calculation here on new or existing
here on new or existing that would compare
that would compare this data at
this data at only aggregating the data for the
only aggregating the data for the specified dimension
specified dimension so we were able to grab their minimum
so we were able to grab their minimum order date here
order date here so those are a couple of ways that level
so those are a couple of ways that level of detail calculations can be very
of detail calculations can be very helpful
helpful in summary today we learned about
in summary today we learned about live versus extract tableau
live versus extract tableau data sources we learned about joins and
data sources we learned about joins and unions in the data sources we also
unions in the data sources we also looked at table versus database
looked at table versus database calculations we looked at how the
calculations we looked at how the different ranks compare
different ranks compare we built some actions into our
we built some actions into our dashboards filter actions and
dashboards filter actions and highlighting actions we also looked at
highlighting actions we also looked at url actions we built dashboards that
url actions we built dashboards that used reference lines and ones that used
used reference lines and ones that used reference bands we did analyzing of
reference bands we did analyzing of average days to ship
average days to ship and delay analysis
and delay analysis we built a waterfall chart
we built a waterfall chart and we also looked into some level of
and we also looked into some level of detail calculations today we will be
detail calculations today we will be building dashboards from start to finish
building dashboards from start to finish first about world population then health
first about world population then health next we'll build a dashboard about
next we'll build a dashboard about economy and finally we'll build a
economy and finally we'll build a dashboard about business ease i would
dashboard about business ease i would recommend getting access to the data set
recommend getting access to the data set before you start this tutorial so you
before you start this tutorial so you can build along with me if you would
can build along with me if you would like access to this data set please
like access to this data set please comment below and we'll get you access
comment below and we'll get you access so first we're going to build a
so first we're going to build a dashboard that revolves around
dashboard that revolves around population so we're going to build
population so we're going to build a map based on country so i'm going to
a map based on country so i'm going to double click on country and it's going
double click on country and it's going to map out all the countries and then on
to map out all the countries and then on our marks i'm going to change it to map
our marks i'm going to change it to map so it's a filled in map and we want this
so it's a filled in map and we want this to be colored by population total
and we can see who contributes the most to population
who contributes the most to population we're going to label it with population
we're going to label it with population as well
as well but you can see that it's labeling it
but you can see that it's labeling it the total population and what we want to
the total population and what we want to label it is
label it is how much it contributes to population by
how much it contributes to population by percentage so let's add a table
percentage so let's add a table calculation and we're going to have it
calculation and we're going to have it do percent of total
do percent of total based on country
based on country okay so now we can see which countries
okay so now we can see which countries contribute what percent
contribute what percent let's also bring the country name onto
let's also bring the country name onto the label
the label and
and let's put it on top so country names on
let's put it on top so country names on top now it's getting a little bit of
top now it's getting a little bit of crowded in here so
crowded in here so we're going to un click show marks label
we're going to un click show marks label and we're just going to show the ones
and we're just going to show the ones that
that we want to see specifically so we can
we want to see specifically so we can right click on china here hover on mark
right click on china here hover on mark label and click always show
label and click always show and on india
and on india since these are our two biggest
since these are our two biggest contributors
we can see that this one's a little bit darker than the others in that area
and that's just a manual way to choose which ones have indicators labels and
which ones have indicators labels and which ones do not
which ones do not and we're going to put a note here so
and we're going to put a note here so we're going to annotate
we're going to annotate an area
an area that explains that
that explains that china and india
just calling out this section of the visualization
this section of the visualization and let's name this sheet
so here we have our visualization and when you hover you can see both the
when you hover you can see both the total population and its percent
total population and its percent contribution and the country name
contribution and the country name our next visualization for this
our next visualization for this dashboard is going to be
dashboard is going to be population over time
population over time so
so [Music]
[Music] let's bring on our time element but one
let's bring on our time element but one trick for bringing on a time element if
trick for bringing on a time element if we just drag it on so year with the
we just drag it on so year with the calendar mark here if we just drag it on
calendar mark here if we just drag it on it'll default
it'll default to
to a discrete version so let's take it back
a discrete version so let's take it back off
off and then we could edit it there but one
and then we could edit it there but one thing you could do is if you on
thing you could do is if you on a windows machine you right click on it
a windows machine you right click on it and drag it on then it will pop up
and drag it on then it will pop up with a dialog box that allows you to
with a dialog box that allows you to select what kind of
select what kind of date value you want to use in the first
date value you want to use in the first place so we're going to use year here
place so we're going to use year here and now we have instead of discrete we
and now we have instead of discrete we have a continuous axis
have a continuous axis and we're going to bring on
and we're going to bring on population total
population total and we can see that over time one thing
and we can see that over time one thing you can do when the value is up so high
you can do when the value is up so high in your axis is you can uncheck this box
in your axis is you can uncheck this box that says include zero and it will
that says include zero and it will not always include zero on your axis but
not always include zero on your axis but this can be misleading so you can see
this can be misleading so you can see that it looks like population growth is
that it looks like population growth is something really dramatic by increasing
something really dramatic by increasing that slope of the line
that slope of the line whereas it really wasn't quite as
whereas it really wasn't quite as dramatic as it seems so as long as it's
dramatic as it seems so as long as it's communicated
communicated well and you're not doing it to mislead
well and you're not doing it to mislead your users
your users you just need to keep in mind that this
you just need to keep in mind that this includes zero can change what your graph
includes zero can change what your graph is saying so we're going to
is saying so we're going to not include the zero at this time
not include the zero at this time just so that we can focus in on our data
just so that we can focus in on our data a little bit
a little bit now we're going to add our forecast so
now we're going to add our forecast so we're going to click on forecast and
we're going to click on forecast and drag it on
drag it on and it adds the forecast to our
and it adds the forecast to our visualization right there and now we can
visualization right there and now we can right click here
right click here and see forecast result is
and see forecast result is actual and forecast
actual and forecast so you can see that the forecast picks
so you can see that the forecast picks up
up here in 2012 and pushes out what it
here in 2012 and pushes out what it thinks it'll be in 2013 as well you can
thinks it'll be in 2013 as well you can change how far out that forecast goes by
change how far out that forecast goes by right clicking on the line and clicking
right clicking on the line and clicking forecast option
forecast option and we can change as is automatically
and we can change as is automatically the next two years but we could change
the next two years but we could change it so that it's the next 10 years and it
it so that it's the next 10 years and it will go out into the future
will go out into the future out to 2022
out to 2022 you can change prediction intervals or
you can change prediction intervals or if you don't want to show them you don't
if you don't want to show them you don't have to show them and this is just kind
have to show them and this is just kind of
of a visual guide for those prediction
a visual guide for those prediction intervals
intervals okay and then you can also
okay and then you can also have your trend line show
have your trend line show where it shows your trend line following
where it shows your trend line following out from where your population growth
out from where your population growth is and also the trend line for your
is and also the trend line for your forecast right there
forecast right there and we'll call this
trend excellent and we're going to make one
excellent and we're going to make one more visualization for this and it's
more visualization for this and it's going to be a pie chart so the pie chart
going to be a pie chart so the pie chart is also going to be based off of
is also going to be based off of population
population so we're going to click on population
so we're going to click on population and we're going to control click on
and we're going to control click on country and come over to show me
country and come over to show me and click your pie chart
and click your pie chart great so i'm going to make this
great so i'm going to make this the entire view so we can see the pie
the entire view so we can see the pie chart better
and this is getting really crazy in here and so i have changed my mind and
and so i have changed my mind and instead of country i'm going to drag
instead of country i'm going to drag region over top of country and now we
region over top of country and now we see something a little bit more
see something a little bit more manageable so we can see that here's
manageable so we can see that here's asia
asia and it makes up
and it makes up the biggest piece of the pie and then
the biggest piece of the pie and then here is everybody else so right now
here is everybody else so right now each of these is population total
each of these is population total and we could keep it that way or we
and we could keep it that way or we could
could do what we did last time
do what we did last time and change it to percent of total
and change it to percent of total so that on hover we can see
so that on hover we can see the population and
the population and the percentage of population that it
the percentage of population that it contributes
contributes so for this pie chart we're just going
so for this pie chart we're just going to
to show asia versus everybody else so we
show asia versus everybody else so we need to make a group and what we'll do
need to make a group and what we'll do is
is select all of these
select all of these and we're going to right click and click
and we're going to right click and click group
group so now we have
so now we have all those things we selected and we have
all those things we selected and we have other let's edit our group right click
other let's edit our group right click edit group
edit group we're going to
we're going to rename this group
rename this group asia because
asia because that's all that's in there and we're
that's all that's in there and we're going to rename this group
going to rename this group rest of the world
rest of the world okay
okay so now we have our group we can drag it
so now we have our group we can drag it onto label and we can see asia and rest
onto label and we can see asia and rest of the world and now see how it's
of the world and now see how it's breaking it up into those different
breaking it up into those different sections that's because we still have
sections that's because we still have region on
region on our
our detail right here so we pull region off
detail right here so we pull region off now let's just split asia rest of the
now let's just split asia rest of the world
world we can change our colors
make it a little bit more visually interesting
now we can still see our percentages and now let's rename it and then we'll
and now let's rename it and then we'll put it all together on a dashboard
great so let's make our dashboard we have this new dashboard button down here
have this new dashboard button down here and you can choose what sizes you want
and you can choose what sizes you want so we have a fixed size where you just
so we have a fixed size where you just select the width and height we have
select the width and height we have automatic which will just fill your
automatic which will just fill your screen
screen and
and we have a range which has a minimum size
we have a range which has a minimum size and a maximum size
and a maximum size some of the
good things about fixed is that once you have it you can have it always look that
have it you can have it always look that way so no matter where they're looking
way so no matter where they're looking at it you know that it's going to be
at it you know that it's going to be laid out the way that you expected
laid out the way that you expected however if somebody's looking out on a
however if somebody's looking out on a screen that is bigger or smaller than
screen that is bigger or smaller than yours then it doesn't fill up the screen
yours then it doesn't fill up the screen or it will fill the screen too much and
or it will fill the screen too much and they'll have to scroll up and down and
they'll have to scroll up and down and left and right
left and right if you have automatic then it will fit
if you have automatic then it will fit the screen that it's displayed on
the screen that it's displayed on however the things that you've placed
however the things that you've placed might get squished too close together
might get squished too close together and then the range gives you a minimum
and then the range gives you a minimum size and a maximum size meaning if the
size and a maximum size meaning if the screen is too big
screen is too big it still won't fill up the screen but it
it still won't fill up the screen but it can get closer and then as they get
can get closer and then as they get smaller and smaller screens
smaller and smaller screens you at least know that it will never
you at least know that it will never make it get smaller than this particular
make it get smaller than this particular size so there's some benefits to that as
size so there's some benefits to that as well where you still have a little bit
well where you still have a little bit of control of what it will look like in
of control of what it will look like in the end
the end great let's bring on our worksheets
and you can see that where you hover it fills up that space and that's where
it fills up that space and that's where it's going to show up you can also
it's going to show up you can also adjust the lines in between different
adjust the lines in between different visualizations for things that need more
visualizations for things that need more space or less space
space or less space another important thing to recognize is
another important thing to recognize is that when you click on a visualization
that when you click on a visualization like this one up here it will tell you
like this one up here it will tell you how it's viewing that visualization
how it's viewing that visualization within that space so if you click
within that space so if you click standard then it will do a standard fit
standard then it will do a standard fit versus if you have entire view where it
versus if you have entire view where it will
will make it fit into inside the box over
make it fit into inside the box over here we could have fit width
or fit height on some of the visualizations it doesn't
on some of the visualizations it doesn't make as much of a difference however
make as much of a difference however when you have a visualization that maybe
when you have a visualization that maybe has a lot of text in it and they need to
has a lot of text in it and they need to be able to scroll you'll want to have it
be able to scroll you'll want to have it fit width but you don't want it to fit
fit width but you don't want it to fit height because then it will shove all of
height because then it will shove all of that information
that information into the box and not allow you to scroll
into the box and not allow you to scroll up and down
up and down so as you saw as we dragged these on it
so as you saw as we dragged these on it took
took these
these legends and added it to the left here
legends and added it to the left here we can modify that
we can modify that and make them floating
and make them floating and drag them next to the visualizations
and drag them next to the visualizations that they
that they are relevant to
and this particular one
this particular one has a couple of things wrong with it we
has a couple of things wrong with it we might not want the title of this to be
might not want the title of this to be region group
region group so we could come in and we could edit
so we could come in and we could edit the title and then
the title and then maybe just call it region
maybe just call it region however i don't think we need this
however i don't think we need this legend at all because it's very clearly
legend at all because it's very clearly marked on the visualization there so you
marked on the visualization there so you could also just remove it from the
could also just remove it from the dashboard
dashboard and this
and this one is telling you how big of a circle
one is telling you how big of a circle it would need to be before it gets to
it would need to be before it gets to that population number so
that population number so it belongs to this circle as well but
it belongs to this circle as well but again
again is unnecessary
is unnecessary potentially because we have our two
potentially because we have our two population numbers
population numbers showing up right as we hover
showing up right as we hover so we remove that as well so at this
so we remove that as well so at this point we have a visualization or three
point we have a visualization or three visualizations all on the same page
visualizations all on the same page which is the basics of a dashboard
which is the basics of a dashboard however we might want to be able to
however we might want to be able to interact with them a little bit more
interact with them a little bit more than just hovering
than just hovering and so this is where we should look into
and so this is where we should look into adding filters so we have information
adding filters so we have information over time we have information by country
over time we have information by country and we have some information by region
and we have some information by region here
here one of the quickest things you can do to
one of the quickest things you can do to add functionality to the dashboard is by
add functionality to the dashboard is by clicking this uses filter button so if
clicking this uses filter button so if we click this that means whatever
we click this that means whatever country we click on here
country we click on here will filter the other visualization
and then you can unselect it to go back
to go back now
now that uses filter button
that uses filter button actually creates an action here
actually creates an action here filter one generated that it's made on
filter one generated that it's made on its own now you can see that when we
its own now you can see that when we click on
click on china
china it doesn't make a lot of sense to have
it doesn't make a lot of sense to have this pie chart update based on that
this pie chart update based on that china click because it's just going to
china click because it's just going to show
show duplicated information so it shows the
duplicated information so it shows the 20
20 or the 20 percent here and the 17
or the 20 percent here and the 17 billion and then here it does the same
billion and then here it does the same thing except for it shows 100 because
thing except for it shows 100 because it's filtered everything else out of the
it's filtered everything else out of the chart so it now makes up 100 of the
chart so it now makes up 100 of the circle so that doesn't make a lot of
circle so that doesn't make a lot of sense
sense so there are ways to format your
so there are ways to format your visualization or your actions
visualization or your actions modify your actions so that they only
modify your actions so that they only affect the things that make sense so we
affect the things that make sense so we can come here and click edit
can come here and click edit we're going to call this country
action and we want it to
and we want it to use the population by country sheet and
use the population by country sheet and then modify
then modify only the trend
so now when we click on china we see china's trend over time and
china we see china's trend over time and it doesn't affect our pie
it doesn't affect our pie because that doesn't make sense for it
because that doesn't make sense for it to affect our pie
to affect our pie we might want to select on our pie
we might want to select on our pie asia or rest of the world and have that
asia or rest of the world and have that affect the other visualization so we can
affect the other visualization so we can click use this filter here and click
click use this filter here and click asia
asia and now it zooms into asia on our map
and now it zooms into asia on our map and shows us just the asia world
and shows us just the asia world population trend and here's rest of the
population trend and here's rest of the world and we can see that asia is grayed
world and we can see that asia is grayed out
out and there's the rest of the world and
and there's the rest of the world and here's the rest of the world population
here's the rest of the world population trend
trend we might also want to be able to use
we might also want to be able to use this to filter to a certain year so if
this to filter to a certain year so if we click use this filter
we click use this filter then we click on
then we click on 2011
you can see these numbers are slightly updating so this is 19
updating so this is 19 and we come here 19.5 percent
come down here and we can see that the pi updates a little bit
pi updates a little bit although it hasn't been anything
although it hasn't been anything dramatic
dramatic you can kind of see it over time
you can kind of see it over time so that's one way
so that's one way to add filters to your visualization
to add filters to your visualization another way
another way is to use actual filtering instead of
is to use actual filtering instead of just actions so if we come back here to
just actions so if we come back here to our trend
our trend we could take the year we're going to
we could take the year we're going to control click and drag it onto filters
control click and drag it onto filters and now we have a year filter so we
and now we have a year filter so we could have it the actual year number so
could have it the actual year number so just look at one year at a time or a
just look at one year at a time or a range of dates
range of dates so if we click range of dates that makes
so if we click range of dates that makes this slider
this slider from 2000 to 2012. so if we hit ok
from 2000 to 2012. so if we hit ok we'll right click and we'll click show
we'll right click and we'll click show filter we can see it here and as we drag
filter we can see it here and as we drag this
this it updates
it updates but kind of messes with our forecast
but kind of messes with our forecast so let's not do a year filter
in this case so we could remove filter there
so we could remove filter there but maybe we want a filter just on this
but maybe we want a filter just on this for the different years
for the different years so let's drag year on to the filters
so let's drag year on to the filters we're just going to do the year number
we're just going to do the year number next and here's all the years we're
next and here's all the years we're going to let all them be selected for
going to let all them be selected for now
now and then we're going to show the filter
and then we're going to show the filter and here's all of our years
and here's all of our years and we can change the way that our quick
and we can change the way that our quick filter shows up
filter shows up and we can make it like a drop down so
and we can make it like a drop down so they can still select multiples but it's
they can still select multiples but it's a drop down or maybe we want this
a drop down or maybe we want this visualization to be just one year at a
visualization to be just one year at a time so we can choose single value in a
time so we can choose single value in a list and it lists out all the years or
list and it lists out all the years or in a drop down
in a drop down and we want it to be
2012. and then we want this to show up on our
then we want this to show up on our dashboard so we come to the dashboard
dashboard so we come to the dashboard and we click more options here hover
and we click more options here hover over filters and we can see the filters
over filters and we can see the filters available and we can click year of year
available and we can click year of year and now our formatting hasn't passed on
and now our formatting hasn't passed on so that's one thing to remember that
so that's one thing to remember that formatting it just on the workbook
formatting it just on the workbook doesn't necessarily mean that the
doesn't necessarily mean that the formatting will pass over to the
formatting will pass over to the dashboard so i tend to not do any
dashboard so i tend to not do any formatting on the workbooks and just
formatting on the workbooks and just format it on the dashboards because the
format it on the dashboards because the dashboards are what i publish
dashboards are what i publish so we're in a single value drop down
so we're in a single value drop down we're going to
we're going to [Music]
[Music] add it we're going to move it to the top
add it we're going to move it to the top so now how we do that
so now how we do that let's talk a little bit about what each
let's talk a little bit about what each of these sections are
of these sections are come here to layout
come here to layout and you can see we have this layout here
and you can see we have this layout here item hierarchy so tiled is the whole
item hierarchy so tiled is the whole screen and inside of that we have a
screen and inside of that we have a horizontal
horizontal container
and inside this horizontal container we have another horizontal container and
we have another horizontal container and when you click on something in this view
when you click on something in this view it shows you where it exists
it shows you where it exists so we can see this horizontal container
so we can see this horizontal container is outlined now and then we change it to
is outlined now and then we change it to vertical and it outlines this now a
vertical and it outlines this now a horizontal container allows things to be
horizontal container allows things to be side by side
side by side and a vertical container allows things
and a vertical container allows things to be a one on top of the other and so
to be a one on top of the other and so in our vertical container we see all
in our vertical container we see all this extra space for extra things to be
this extra space for extra things to be on top of each other but if we wanted to
on top of each other but if we wanted to have it at the top
have it at the top we would maybe want things to be able to
we would maybe want things to be able to be side by side so if we go back to the
be side by side so if we go back to the dashboard and we grab horizontal and
dashboard and we grab horizontal and drag it to the top
drag it to the top it adds a horizontal container up here
it adds a horizontal container up here and now you can see everything that's
and now you can see everything that's floating kind of stays in the place that
floating kind of stays in the place that it was
it was even though all the other things shifted
even though all the other things shifted that's one of the disadvantages of
that's one of the disadvantages of floating is that you're kind of just
floating is that you're kind of just manually choosing
manually choosing where it will stand
using your x and y position and it's not dynamic
and it's not dynamic so let's give us a little bit less space
so let's give us a little bit less space up here
up here we can add a text box into
we can add a text box into our horizontal container
our horizontal container and we will say
and we will say population dashboard
now we have our title up here and then we can add our filter
we can add our filter we're going to drag it to be on
we're going to drag it to be on inside of our horizontal container but
inside of our horizontal container but on the
on the side here
you can give it more or less space let's bring
let's bring our legends down to places where they
our legends down to places where they make sense again
perfect and so now we have this that will affect this
we have this that will affect this only
only and show you just 2012
and show you just 2012 2011 2010. so we don't want it to affect
2011 2010. so we don't want it to affect the trend because we want the trend to
the trend because we want the trend to show
show all of time and just looking at one year
all of time and just looking at one year for this trend that is only at a yearly
for this trend that is only at a yearly part and forecasts into the future
part and forecasts into the future doesn't make any sense but we maybe
doesn't make any sense but we maybe wanted to also affect this worksheet so
wanted to also affect this worksheet so that these two are in sync
that these two are in sync and so the dashboard is basically for
and so the dashboard is basically for 2012 except for the trend which shows
2012 except for the trend which shows you the past in the future so one way
you the past in the future so one way that you can do that is clicking apply
that you can do that is clicking apply to worksheets here
to worksheets here and you can choose selected worksheets
and you can choose selected worksheets and it will show you all the worksheets
and it will show you all the worksheets in this visualization
in this visualization or in this dashboard and you can click
or in this dashboard and you can click show all worksheets in workbook and then
show all worksheets in workbook and then if there were other worksheets it would
if there were other worksheets it would show them
show them so we wanted to do asia versus rest of
so we wanted to do asia versus rest of the world and population contribution by
the world and population contribution by country
country okay and that's another way we can
okay and that's another way we can change what year they show so it's only
change what year they show so it's only going to show one year at a time
going to show one year at a time unless we select all
and then this visualization isn't affected by it
if we don't want to
to click on a country and have it
click on a country and have it make the change if we instead want to
make the change if we instead want to have a filter for country we can do that
have a filter for country we can do that by taking country and dragging it onto
by taking country and dragging it onto filters
filters we'll have it show all for now
we'll have it show all for now and then when we go back to our
and then when we go back to our dashboard and we come to this
dashboard and we come to this visualization we can go filters and add
visualization we can go filters and add country
country and it's just added it side by side
and it's just added it side by side where we had our other filters so that's
where we had our other filters so that's a nice
a nice feature of tableau where it can kind of
feature of tableau where it can kind of guess where you might want things we're
guess where you might want things we're going to do multiple value drop down and
going to do multiple value drop down and right now
right now it only affects that visualization and
it only affects that visualization and we can just look at one country at a
we can just look at one country at a time
and we might not want it to affect this visualization because it doesn't do us
visualization because it doesn't do us any good to just look at one region in a
any good to just look at one region in a pie chart
pie chart but maybe we wanted to affect the world
but maybe we wanted to affect the world population trend so we can do the same
population trend so we can do the same thing we did before
thing we did before and we wanted to affect these two
and we wanted to affect these two we'll click ok
we'll click ok and so now
and so now we could look at
we could look at all these countries
all these countries and that would update both these
and that would update both these visualizations
another thing i like to do on a filter
on a filter is customize and click show apply button
is customize and click show apply button and this means we can make all these
and this means we can make all these changes in here
changes in here see i've selected none however these
see i've selected none however these visualizations aren't updating and then
visualizations aren't updating and then i wanted to look at turkey so i found
i wanted to look at turkey so i found turkey and then i hit apply and that's
turkey and then i hit apply and that's when they update
perfect so now we have a dashboard complete with filters and
complete with filters and actions
we also have a title on our dashboard we can give it a little bit less space and
can give it a little bit less space and some legends
some legends we have titles on each of these pieces
we have titles on each of these pieces however if we didn't want a title here
however if we didn't want a title here we can click hide title and it will just
we can click hide title and it will just show our visualization there and this is
show our visualization there and this is dashboard number one
dashboard number one here's what it looks like in full screen
here's what it looks like in full screen mode full screen mode is a good
mode full screen mode is a good opportunity for you to test it to see
opportunity for you to test it to see what it will look like to the end user i
what it will look like to the end user i press escape and get back out
press escape and get back out and it doesn't give you these highlights
and it doesn't give you these highlights when you hover over things that are
when you hover over things that are dashboard formatting related
dashboard formatting related you can see that all those extra lines
you can see that all those extra lines went away
went away and it just gives you the opportunity to
and it just gives you the opportunity to test out your dashboard in a more real
test out your dashboard in a more real way and see how they will use it
way and see how they will use it instead of giving you the dashboard
instead of giving you the dashboard editing options
editing options next we're going to make a dashboard
next we're going to make a dashboard revolving around health information
revolving around health information so first we're going to make
so first we're going to make a map about birth rates so we're going
a map about birth rates so we're going to call it
to call it birth rate
birth rate rank
and to make a map we're going to double click on country
click on country and
and we're going to change it to a map type
we're going to change it to a map type so we have a filled map here and then
so we have a filled map here and then we're going to bring birth rate onto
we're going to bring birth rate onto color
color so let's define our colors a little bit
so let's define our colors a little bit by clicking on this color part of the
by clicking on this color part of the marks card we'll click edit colors and
marks card we'll click edit colors and we're going to change it
to red and gold
red and gold and the idea here is that the red is for
and the idea here is that the red is for a higher birth rate which is
a higher birth rate which is more associated with countries that have
more associated with countries that have poor health so we'll hit apply
poor health so we'll hit apply and now we have our
and now we have our higher birth rate countries highlighted
higher birth rate countries highlighted in red next we're going to create
in red next we're going to create a class so we're going to duplicate
a class so we're going to duplicate birth rate
birth rate and let's edit that field
and let's edit that field we're going to call it birth rate class
we're going to call it birth rate class and so we're going to say that anything
and so we're going to say that anything that is in the top 50 countries
that is in the top 50 countries with the highest birth rate is
with the highest birth rate is categorized as having
categorized as having an alarming birth rate so we will
an alarming birth rate so we will first do the average
birth rate and then we're going to
and then we're going to do a rank
do a rank on that
on that so you see sometimes
so you see sometimes when you're auto completing your
when you're auto completing your statements
statements it will replace
it will replace one of these functions that you have
one of these functions that you have with the one that you pressed tab for so
with the one that you pressed tab for so if i type if or i start to type if and
if i type if or i start to type if and then i come here and click on if it
then i come here and click on if it replaced my rank with if so keep an eye
replaced my rank with if so keep an eye out for that if you're like where did my
out for that if you're like where did my thing go it's because i was typing it
thing go it's because i was typing it right next to it so if i put a space and
right next to it so if i put a space and then i start to type if and i click if
then i start to type if and i click if it will not delete rank so we're going
it will not delete rank so we're going to say if
to say if the rank-up average is
the rank-up average is less than or equal to
less than or equal to 50 so if it's in the top 50
50 so if it's in the top 50 then
alarming birth rate
is greater than 50 then
then normal over 3.
always make sure you put on the end also we didn't necessarily have to have this
we didn't necessarily have to have this else if statement
else if statement so if we had just done else normal birth
so if we had just done else normal birth rate that would have covered all of our
rate that would have covered all of our bases so with these if statements just
bases so with these if statements just make sure that you're always getting all
make sure that you're always getting all the different options
the different options that you want but in this case
that you want but in this case we defined both however we didn't have
we defined both however we didn't have to define the second calculation because
to define the second calculation because if it is not in the top 50 then it's
if it is not in the top 50 then it's obviously in the bottom the rest
obviously in the bottom the rest so we're going to hit ok
so we're going to hit ok and then we're going to put birth rate
and then we're going to put birth rate class onto label
class onto label and it's gone around and labeled
and it's gone around and labeled everything
everything and i am seeing alarming birth rate on
and i am seeing alarming birth rate on everything
everything so let's see what the problem is
so if we open this back up by right clicking and clicking edit you can see
clicking and clicking edit you can see it says results are computed a long
it says results are computed a long table across
table across so we're going to click default table
so we're going to click default table calculation here and instead of compute
calculation here and instead of compute using automatic we're going to change it
using automatic we're going to change it to compute using
to compute using country we'll hit ok
country we'll hit ok and hit apply
and hit apply and that didn't seem to fix it so this
and that didn't seem to fix it so this is the first place i would look if it's
is the first place i would look if it's not doing what you would expect so
not doing what you would expect so we'll put it back to automatic okay
we'll put it back to automatic okay the second place i would look is inside
the second place i would look is inside of the table calculation that is created
of the table calculation that is created so when we defined rank here we put a
so when we defined rank here we put a table calculation on it so when we right
table calculation on it so when we right click here we get edit table calculation
click here we get edit table calculation and we're going to choose that we want
and we're going to choose that we want to do the rate based on
to do the rate based on the specific dimension of country
the specific dimension of country so now we can see
so now we can see using the logic
using the logic the calculation assistance that
the calculation assistance that we no longer have just alarming birth
we no longer have just alarming birth rate we have normal birth rate and
rate we have normal birth rate and alarming birth rate on our screen so we
alarming birth rate on our screen so we can close this
can close this and
and we are done here but one thing you could
we are done here but one thing you could do
do is
is when we have allow labels to overlap
when we have allow labels to overlap other marks selected then it will make
other marks selected then it will make sure that
sure that every label shows up but it gets super
every label shows up but it gets super crazy in there so there are some times
crazy in there so there are some times where the labels may overlap a little
where the labels may overlap a little bit and so you'll want to select this
bit and so you'll want to select this option in our case we don't want that
option in our case we don't want that and now we have a visualization
and now we have a visualization showing
showing birth rate map
birth rate map based on rank our next visualization
based on rank our next visualization is going to be about
is going to be about average life expectancy
male versus female so we're going to do
so we're going to do a chart across time so we're going to
a chart across time so we're going to click year and bring it on to columns
click year and bring it on to columns and we're going to change it to
and we're going to change it to this
this year
year in the continuous section so now we have
in the continuous section so now we have an axis
an axis and
and we're going to
we're going to double click on female life expectancy
double click on female life expectancy up there we go double click on female
up there we go double click on female expectancy and then double click on male
expectancy and then double click on male life expectancy so what that did was
life expectancy so what that did was made us two charts one on top of the
made us two charts one on top of the other but we don't want that so we'll
other but we don't want that so we'll take this off and we're going to drag
take this off and we're going to drag male life expectancy right onto this
male life expectancy right onto this axis for the female life expectancy
axis for the female life expectancy and what this has done is made what's
and what this has done is made what's called a blended axis chart so it's not
called a blended axis chart so it's not a dual axis chart where we have another
a dual axis chart where we have another axis over here
axis over here for the second visualization this one is
for the second visualization this one is a blended axis chart so they necessarily
a blended axis chart so they necessarily use the same axis and they necessarily
use the same axis and they necessarily have the same kinds of marks so we'll
have the same kinds of marks so we'll take a look and see what the difference
take a look and see what the difference is there so if i were to change this to
is there so if i were to change this to a bar chart we would have
a bar chart we would have a bar chart for both of them and i can't
a bar chart for both of them and i can't define one separately from the other
define one separately from the other change it back to a line chart
change it back to a line chart and they're both a line chart
and they're both a line chart now if we go back to
now if we go back to when we just had female life expectancy
when we just had female life expectancy and we drag
and we drag male on next to it and we have two
male on next to it and we have two charts
charts now we can change it to a dual axis and
now we can change it to a dual axis and we have one on top of the other however
we have one on top of the other however our axes don't line up we can see at the
our axes don't line up we can see at the top here is 15k and over here it's 14k
top here is 15k and over here it's 14k so we're going to synchronize the axis
so we're going to synchronize the axis and you can see
one on top of the other and
and we have two marks cards so we could have
we have two marks cards so we could have this one be a bar chart and that would
this one be a bar chart and that would be a line chart
be a line chart so that's some of the differences of
so that's some of the differences of those two we're going to do a blended
those two we're going to do a blended axis chart so i'm going to take male and
axis chart so i'm going to take male and drag it here
drag it here and we have our blended access chart and
and we have our blended access chart and now you can see the our scale here
now you can see the our scale here is really strange so what it's doing is
is really strange so what it's doing is it's adding up all of the life
it's adding up all of the life expectancies for all the different
expectancies for all the different countries instead of averaging it so
countries instead of averaging it so we're going to change that by right
we're going to change that by right clicking on the measure down in this
clicking on the measure down in this measure values card hovering over
measure values card hovering over measure sum and we're going to change it
measure sum and we're going to change it to average
to average since i only changed one of them and
since i only changed one of them and they share the same axes it's really
they share the same axes it's really spread out now and it almost looks like
spread out now and it almost looks like a straight line down there and then
a straight line down there and then let's change the other
let's change the other and it should get everything a little
and it should get everything a little bit more
bit more in sync there we go so now we can see
in sync there we go so now we can see the average life expectancy over time
the average life expectancy over time which for both of them seems to be going
which for both of them seems to be going up
up however
however it seems to be higher
it seems to be higher for females
for females now let's take a look at our analytics
now let's take a look at our analytics and let's
and let's drag on forecast
drag on forecast so it's forecasted out the next two
so it's forecasted out the next two years for both line
years for both line and we'll bring on trend
and we'll bring on trend onto linear
onto linear and let's change it
and let's change it to a square so now we see
to a square so now we see each individual point for the life
each individual point for the life expectancy for females and males and we
expectancy for females and males and we can see what they're expected to be in
can see what they're expected to be in the future
the future and our trends
and our trends and our next visualization
and our next visualization is going to be a heat map
is going to be a heat map about
about multiple different
multiple different measures so we'll just call it a heat
measures so we'll just call it a heat map for now
map for now and for our heat map we're going to look
and for our heat map we're going to look at the different countries so we'll
at the different countries so we'll bring crunchy onto rows and we're going
bring crunchy onto rows and we're going to look at
to look at their
their birth rate
birth rate so i just double clicked on birth rate
so i just double clicked on birth rate and brought it on we're going to look at
and brought it on we're going to look at their health expenditure percentage on
their health expenditure percentage on gdp so how much they spend on
gdp so how much they spend on gdp
gdp so when i double clicked on it it did
so when i double clicked on it it did what we did before where we have a
what we did before where we have a measures value card and so now whenever
measures value card and so now whenever we put measures on here that determines
we put measures on here that determines what goes here because we have our
what goes here because we have our measure names on columns so every
measure names on columns so every measure in here their name is going to
measure in here their name is going to define the name of the column and the
define the name of the column and the values define
values define what's in the text right here
what's in the text right here great we're also going to bring on
great we're also going to bring on infant mortality rate and
infant mortality rate and the life expectancy for females
the life expectancy for females okay
okay so now it has
so now it has changed these to not have decimal points
changed these to not have decimal points after them which is not as helpful so
after them which is not as helpful so we're going to
we're going to format those
format those and you can format it field by field so
and you can format it field by field so for birth rate
for birth rate we definitely want to have
decimals afterwards as a matter of fact the birth rate is a
as a matter of fact the birth rate is a percentage so instead of doing a number
percentage so instead of doing a number standard we'll just go to percentage
standard we'll just go to percentage and now we don't need to have those
and now we don't need to have those decimals afterwards we can just look at
decimals afterwards we can just look at the birth rate as a rate
the birth rate as a rate and
and for
for percent of gdp for health expenditures
percent of gdp for health expenditures we can come click there and do the same
we can come click there and do the same thing
okay and to make this make a little bit more
and to make this make a little bit more sense we again need to change it from a
sense we again need to change it from a sum
sum to an average
and for some of these we could
we could change it from a sum to an average right
change it from a sum to an average right inside of
inside of the
the for all of these we could change it from
for all of these we could change it from a sum to an average in the default
a sum to an average in the default properties
properties under aggregation
under aggregation so it will automatically average it
so it will automatically average it whenever we bring it out
whenever we bring it out default is sum
default is sum but if we make it automatically average
but if we make it automatically average then we won't have to do that again for
then we won't have to do that again for any other visualizations
any other visualizations i won't do that at this time because i
i won't do that at this time because i get a little bit confused sometimes when
get a little bit confused sometimes when i don't have my sum on there by default
i don't have my sum on there by default because that's what i'm so used to
because that's what i'm so used to seeing by default great so we now have
seeing by default great so we now have a matrix
a matrix by country and by our different metrics
by country and by our different metrics here and so we can
here and so we can take our measure values
take our measure values and drag it onto color
and drag it onto color and we'll make our marks from automatic
and we'll make our marks from automatic to square
to square and it will make our heat map
and it will make our heat map now what happens with a heat map
now what happens with a heat map is it colors darkly
is it colors darkly the higher the number it is in this case
the higher the number it is in this case and right now it's doing it for the
and right now it's doing it for the whole area so one percent is obviously
whole area so one percent is obviously much much smaller than 82 but if we
much much smaller than 82 but if we wanted to be able to look at birth rate
wanted to be able to look at birth rate independently from life expectancy we
independently from life expectancy we can right click on the measure values on
can right click on the measure values on the color and click use separate
the color and click use separate legends and so now we have a legend
legends and so now we have a legend for each one of these let's change the
for each one of these let's change the colors on those legends so that we can
colors on those legends so that we can see them separately a little bit more
see them separately a little bit more clearly
clearly so we'll change the colors by coming
so we'll change the colors by coming over here to each of the legends and
over here to each of the legends and we'll leave one the same
we'll leave one the same but we'll change this one
but we'll change this one and if we click edit colors you can see
and if we click edit colors you can see our different palettes
you can see some of them just have one color others have one color to another
color others have one color to another color we used the
so now you can see that one is changed we could use
we could use another one that goes from
another one that goes from green to blue
great you can also define your own
you can also define your own so you can make a custom one that could
so you can make a custom one that could go from
go from light to dark and then you can choose
light to dark and then you can choose what color you want as your dark color
what color you want as your dark color so we could pick
so we could pick a lighter blue
a lighter blue and then we see that last one
and then we see that last one and now with these separate color
and now with these separate color palettes you can quickly see the
palettes you can quickly see the difference with birth rate and
difference with birth rate and spending on health
spending on health and that is our heat map
and that is our heat map with
with separate legends
separate legends so let's build this all into a dashboard
so let's build this all into a dashboard now
now we're going to call it our health
we're going to call it our health dashboard
and for simplicity we're going to make it automatic so it fills our screen
it automatic so it fills our screen and then we're going to first bring on
and then we're going to first bring on our map
we're going to bring on our health related map with birth rates
related map with birth rates then we're going to bring on our
then we're going to bring on our heat map
heat map and we'll bring on our life expectancy
and we'll bring on our life expectancy lines
lines now as we brought on all of our charts
now as we brought on all of our charts it brought in our legends here
it brought in our legends here and we're going to move our legends up
and we're going to move our legends up to the top so let's add a horizontal
container and then let's put
and then let's put our legends
our legends into the horizontal container
and let's put these ones in order so life expectancy
oh so birth rate is going to be over here
great now one thing we can do is make these
one thing we can do is make these smaller
well that's actually just making that one bigger huh okay
one bigger huh okay so you would make them smaller
so you would make them smaller by making something else bigger or by
by making something else bigger or by adding in a blank space
which would then help you adjust the size
by taking up the space that you're not using
using another thing to pay attention to is
another thing to pay attention to is this fixed width
this fixed width so once you start to drag the size on
so once you start to drag the size on something it no longer is dynamic
something it no longer is dynamic so if we unfix that width
so that it's only taking up whatever space is left oh and that one is not
space is left oh and that one is not fixed with
fixed with and then we can edit the width on this
and then we can edit the width on this to be
to be even bigger
even bigger then it will squish things over to where
then it will squish things over to where we would like them to be so
we would like them to be so that's one of the ways you can add space
that's one of the ways you can add space or make things the size you would like
or make things the size you would like them to be now let's take a look at
them to be now let's take a look at filters oh before we take a look at
filters oh before we take a look at filters i want to look at this map one
filters i want to look at this map one more time because i think that it would
more time because i think that it would be useful for our colors to be
be useful for our colors to be a little bit more
a little bit more distinct
distinct so
so one quick way to navigate to your
one quick way to navigate to your worksheet from your dashboard is to
worksheet from your dashboard is to click this go to sheet button
click this go to sheet button and while we're here i'm going to click
and while we're here i'm going to click on color
on color edit colors and we did red and gold and
edit colors and we did red and gold and we're going to change it from
we're going to change it from this sequence to a stepped color
this sequence to a stepped color and we're going to change it to three
and we're going to change it to three colors so it's going to either be
colors so it's going to either be this color this color this color and
this color this color this color and when i hit ok
when i hit ok you can kind of see it's a little bit
you can kind of see it's a little bit more dramatic
more dramatic in our differences and it's put
in our differences and it's put everything into the three categories we
everything into the three categories we defined so let's go back to our
defined so let's go back to our dashboard
dashboard and we can see the difference there
and we can see the difference there and now we're going to take a look at
and now we're going to take a look at our filters so we want to be able to
our filters so we want to be able to filter by country
filter by country so let's bring country onto filters
so let's bring country onto filters now we're going to allow it to use all
now we're going to allow it to use all and we're going to
and we're going to here you can click apply to worksheets
here you can click apply to worksheets and you can click selected worksheets
and you can click selected worksheets and it's going to pop up with all the
and it's going to pop up with all the worksheets
worksheets in the whole workbook
in the whole workbook and so one disadvantage of doing on the
and so one disadvantage of doing on the worksheet is that you can see all of the
worksheet is that you can see all of the worksheets in the workbook and you have
worksheets in the workbook and you have to differentiate between which ones are
to differentiate between which ones are on the dashboard which ones aren't and
on the dashboard which ones aren't and these are the three on this dashboard so
these are the three on this dashboard so we're going to hit ok
we're going to hit ok and we're also going to do it by year so
and we're also going to do it by year so when we drag the year onto filters
when we drag the year onto filters we're going to
we're going to [Music]
[Music] allow them to
the distinct number of years we'll click use all
use all okay
okay and we're going to apply to the
and we're going to apply to the worksheets
worksheets this one with the birth rate and the
this one with the birth rate and the average life expectancy male versus
average life expectancy male versus female we're not going to filter down
female we're not going to filter down our line chart by year
our line chart by year because we want to be able to see it
because we want to be able to see it over time and if we filter down the time
over time and if we filter down the time then we don't get as much context so
then we don't get as much context so we'll hit ok
we'll hit ok let's go back to our dashboard
let's go back to our dashboard if i click on more options here and
if i click on more options here and hover over filters you can see that year
hover over filters you can see that year filter and that country filter
filter and that country filter you should also be able to see both of
you should also be able to see both of those filters on the heat map
those filters on the heat map because i told it to apply to that one
because i told it to apply to that one as well so here's the country oh
as well so here's the country oh i made a mistake let's go back to this
i made a mistake let's go back to this visualization
and apply to worksheets
apply to worksheets selected worksheets
selected worksheets see i wanted it to be on the birth rate
see i wanted it to be on the birth rate and the heat map not the line chart and
and the heat map not the line chart and i clicked the wrong one
i clicked the wrong one so that was a good test
so that was a good test so when we go here to the heat map
so when we go here to the heat map and click down
and click down you can see now
you can see now we get the year of year as well so we'll
we get the year of year as well so we'll click year of year let's put it over
click year of year let's put it over here
here and we're going to make it
and we're going to make it a multiple values drop down and we'll
a multiple values drop down and we'll bring it over
bring it over to the middle
and let's also get the countries filter
great so now that we have these in here we don't need this to be so big so let's
we don't need this to be so big so let's edit the width and make it
edit the width and make it 300
even smaller 200
to be a single value drop down so you can pick
a single value drop down so you can pick one at a time and let's also change it
one at a time and let's also change it or this year of year since we can select
or this year of year since we can select multiples let's change it so that
multiples let's change it so that on customize that you show the apply
on customize that you show the apply button
button so here since they can only select one
we don't have the apply button because it will just automatically apply
it will just automatically apply and here since they can select multiples
and here since they can select multiples we'll let them unselect all and pick
we'll let them unselect all and pick their years
their years and then hit apply and then you'll see
and then hit apply and then you'll see the changes
the changes and you can see that even though i've
and you can see that even though i've selected only 2011 and 2012 you still
selected only 2011 and 2012 you still see all the years on this line chart as
see all the years on this line chart as expected
and there is our health dashboard
our next dashboard is going to have to do with economy
do with economy our first sheet is going to be
our first sheet is going to be another map that is going to have to do
another map that is going to have to do with
with overall
overall gdp and
gdp and as we usually begin with maps by double
as we usually begin with maps by double clicking on country
clicking on country and changing it to a map mark type
and changing it to a map mark type and this time we're going to bring on
and this time we're going to bring on gdp onto color
gdp onto color and change it to average
and change it to average and we can edit the colors
and we can edit the colors let's this time do
let's this time do a custom diverging so you get to pick
a custom diverging so you get to pick both colors
both colors and let's pick
hmm okay red for there and then we want to do maybe like a deeper
to do maybe like a deeper green
green and that way
and that way you can see
you can see who has the highest gdp which is green
who has the highest gdp which is green we hit apply
we hit apply okay
okay and then it will
and then it will eventually get lighter and lighter until
eventually get lighter and lighter until it goes to gray which then it will lead
it goes to gray which then it will lead to green
to green okay
and next we're going to make scatter plot
scatter plot which we will call
which we will call gdp versus gdp per capita
gdp versus gdp per capita so
so gdp or gross domestic product versus
gdp or gross domestic product versus gross domestic product per capita or per
gross domestic product per capita or per person
person and to make a scatter plot
and to make a scatter plot you have one
you have one measure on one axis
measure on one axis and then another measure which is going
and then another measure which is going to be
to be gdp per capita which we will now create
gdp per capita which we will now create on the other axis
so let's start with gdp and we'll hit duplicate
duplicate and let's edit that and we're going to
and let's edit that and we're going to call it
call it gdp per capita
gdp per capita and we're going to take
and we're going to take sum
sum of gdp
and divided by the sum of the total
population so population total what is my error
what is my error opening parenthesis
opening parenthesis there we go
there we go and then we have gdp per capita so let's
and then we have gdp per capita so let's what this will do is sum up the gdp
what this will do is sum up the gdp across whatever measures we have in
across whatever measures we have in place go across whatever dimensions we
place go across whatever dimensions we have in place and then sum up the
have in place and then sum up the population for those same dimensions and
population for those same dimensions and then divide it instead of dividing it
then divide it instead of dividing it per row
per row and then
and then doing an aggregation on it
doing an aggregation on it okay
okay so now we're going to bring on gdp per
so now we're going to bring on gdp per capita on the rows
capita on the rows and we have the sum of gdp and the gdp
and we have the sum of gdp and the gdp per capita and to make it more than just
per capita and to make it more than just one
one little mark on our scatter plot we will
little mark on our scatter plot we will drag on country to detail and now we
drag on country to detail and now we have one mark per
have one mark per country
country and you can see some countries have
and you can see some countries have a high gdp per capita
a high gdp per capita and some countries have a high gdp
and some countries have a high gdp overall but not as high of a gdp per
overall but not as high of a gdp per capita
capita and so on we have some middle of the
and so on we have some middle of the road people here so we can change this
road people here so we can change this from automatic
from automatic to circles and now they're
to circles and now they're dots like you might see on scatter plot
dots like you might see on scatter plot and you can
and you can drag region
drag region onto
onto color
color and now we can see our different regions
and now we can see our different regions and see we see a lot of reds here
and see we see a lot of reds here and
and it's quick to see
it's quick to see what region things belong in also you
what region things belong in also you can click to highlight and you can see
can click to highlight and you can see all of the americas highlighted in
all of the americas highlighted in context
the next visualization we're going to make
showing how much countries spend on health care
health care as a part of their gdp so
as a part of their gdp so we're going to rename it
we're going to rename it to be gdp on healthcare
and we're going to look at each of our countries
and we're going to make a bar chart that shows
and we're going to change this to average
average and we're also going to show
and we're also going to show the health expense per capita
the health expense per capita over here it shows how much is spent per
over here it shows how much is spent per person on health
and this
this is showing how much
is showing how much is spent on health
is spent on health based on gdp
click at the top and click sort and it's sorting by this first one
sorting by this first one and you can see which countries spend
and you can see which countries spend the most of their gdp on health
the most of their gdp on health we can again bring region under color so
we can again bring region under color so we can see the different
we can see the different regions
and let's bring on labels
let's bring on labels so for our different marks cards
so for our different marks cards we're going to want to control click
we're going to want to control click this
this and drag it onto the labels
and drag it onto the labels and we can see that it's a percentage
and we can see that it's a percentage but it's coming up as a number so
but it's coming up as a number so we can right click and click
format right there and
and we're going to change the number to
we're going to change the number to percentage
maybe just do one decimal place and then for this one
and then for this one we're going to control
we're going to control and drag
and drag that onto labels
that onto labels and maybe we'll change this one to
currency however if you don't want to change it
however if you don't want to change it to currency
since we aren't sure necessarily what currency this data set
necessarily what currency this data set is in it's worth checking out
is in it's worth checking out what currency it is in
what currency it is in so for now we'll just have it as a
so for now we'll just have it as a number
and now we're going to customize our tool tip
customize our tool tip so we're going to go to the overall
so we're going to go to the overall marks card
marks card and we'll click on tool tip and we want
and we'll click on tool tip and we want it to tell us the country in the top so
it to tell us the country in the top so a race region
a race region and we're going to
and we're going to erase country label and center country
erase country label and center country and then we're going to put
this country spends
spends this percentage
this percentage on
on healthcare
and if you want to preview it you can hover or click here on preview and it
hover or click here on preview and it will show you an example marshall island
will show you an example marshall island spends 2.1 percent on healthcare we'll
spends 2.1 percent on healthcare we'll hit enter and then when we hover
hit enter and then when we hover it tells you the country and it has our
it tells you the country and it has our custom tool tip on both visualizations
custom tool tip on both visualizations or on both
or on both of the different axes
so let's build our dashboard
we'll bring on our map we'll bring on our
healthcare visualization
visualization and our gdp versus gdp per capita
and we'll move our legends to the top again
again by adding a horizontal container to the
by adding a horizontal container to the top
top and bringing them up here
one thing we can do also is to give this more space
we can have it go all the way to the top and these legends are just side by side
and these legends are just side by side just above the map
just above the map and the gdp per capita
and the gdp per capita scatter type plot
scatter type plot an interesting thing you can do in
an interesting thing you can do in tableau is you can see this outlier of
tableau is you can see this outlier of the united states is making it difficult
the united states is making it difficult to see the rest of the information or to
to see the rest of the information or to visualize if there's any trend there
visualize if there's any trend there so you could right click on it and click
so you could right click on it and click exclude
exclude and then it will exclude it from your
and then it will exclude it from your data set very quickly
data set very quickly and then you'll just click this back
and then you'll just click this back button to get it back
great now let's take a look at filters we are going to do a single filter
we are going to do a single filter so let's go to this visualization and
so let's go to this visualization and we'll bring on country
we'll bring on country we'll click use all
we'll click use all okay
okay now we're going to apply it to
now we're going to apply it to worksheets so i showed you how we can
worksheets so i showed you how we can apply it to worksheets here
apply it to worksheets here you can also apply it to worksheets once
you can also apply it to worksheets once it's on the dashboard so if we come here
it's on the dashboard so if we come here and look at filters we can see the
and look at filters we can see the countries on the filters for this
countries on the filters for this visualization
visualization but if we come down here
but if we come down here and look at filters
and look at filters we still see country because it's in the
we still see country because it's in the details of the information so
details of the information so either way when we add country
since i added it from this visualization it only affects this visualization
okay but we want it to affect all on the
but we want it to affect all on the worksheet
worksheet so we're going to apply to worksheets
so we're going to apply to worksheets and we can click selected worksheets and
and we can click selected worksheets and we can click all on dashboard
we can click all on dashboard okay
okay let's bring this over here we're going
let's bring this over here we're going to allow them to see all at once and be
to allow them to see all at once and be able to scroll and select the ones they
able to scroll and select the ones they want and now
want and now when we select different ones it affects
when we select different ones it affects all three worksheets
for a url action add action go to url and when we click on a country on the
and when we click on a country on the overall gdp map we want it to take us to
overall gdp map we want it to take us to the wikipedia page that talks about the
the wikipedia page that talks about the economy for that country
economy for that country so that is
so that is this url and it's going to say wikipedia
this url and it's going to say wikipedia for economy of
for economy of and we're going to add our country to
and we're going to add our country to the end
so we hit ok we have it running on menu so let's
we have it running on menu so let's change it to run on select and as soon
change it to run on select and as soon as you click it it will take you there
as you click it it will take you there okay so now let's try it
okay so now let's try it and we can click on
and we can click on canada
canada and it will take us to the wikipedia
and it will take us to the wikipedia page for the economy of canada
page for the economy of canada great we click on brazil
great we click on brazil same thing
so if we unselect on brazil then it will make our map highlighted normally again
make our map highlighted normally again we can also use this one to filter the
we can also use this one to filter the other visualizations
other visualizations and so we could click use this filter
and so we could click use this filter here and then when we click on france
here and then when we click on france it will filter these two other
it will filter these two other visualizations to france
you can see that when we filter this visualization
visualization to a particular country
to a particular country so if we look at
so if we look at germany
germany germany wasn't green before on our map
germany wasn't green before on our map but now it is that happens because our
but now it is that happens because our scale has changed just for the ones
scale has changed just for the ones selected
so if we control click france and germany and switzerland
germany and switzerland and austria we now have a scale that
and austria we now have a scale that reflects only these countries and the
reflects only these countries and the biggest is going to be the darkest green
biggest is going to be the darkest green or the highest gdp is the darkest green
or the highest gdp is the darkest green and the lowest is the lightest pink
and there is our economy dashboard you can see that we have some nulls on these
can see that we have some nulls on these visualizations that occurs when we don't
visualizations that occurs when we don't have all of the data
have all of the data for every point you can ignore those and
for every point you can ignore those and they won't show up on the final
they won't show up on the final visualization
visualization when you publish it to server or you can
when you publish it to server or you can deal with those by clicking on them and
deal with those by clicking on them and filtering that data out or showing that
filtering that data out or showing that data at the default position which is
data at the default position which is showing the null values at zero our
showing the null values at zero our final dashboard is going to be about the
final dashboard is going to be about the ease of doing business in a country so
ease of doing business in a country so our first visualization is going to be a
our first visualization is going to be a bar chart which we will call days to
bar chart which we will call days to start
business so how many days it takes to start a
so how many days it takes to start a business is important to know when
business is important to know when you're trying to start a business in a
you're trying to start a business in a country and also can be an indicator of
country and also can be an indicator of how easy it will be to do business in
how easy it will be to do business in that country so
that country so let's make a bar chart that includes
let's make a bar chart that includes every country and then we're going to
every country and then we're going to bring on days to start a business
bring on days to start a business and we will sort it smallest to biggest
and we will sort it smallest to biggest and we have some days
and we have some days or some countries that don't have
or some countries that don't have any days so let's filter out those
any days so let's filter out those countries
and we're going to filter it to only those that have a good
filter it to only those that have a good market
market we're going to make a calculated field
we're going to make a calculated field we're going to define business friendly
we're going to define business friendly market
market well
well we're going to define our market based
we're going to define our market based on how easy it is to start a business
on how easy it is to start a business and how many days it takes so if it
and how many days it takes so if it takes less than 25 days to start a
takes less than 25 days to start a business we'll consider that a good
business we'll consider that a good market and so we're going to do
if the days to start a business is less
the days to start a business is less than or equal to 25
than or equal to 25 then
space to start a business is
is greater than
greater than 25
25 then
business might or might not
doing less than or equal to 25 or greater than 25
greater than 25 allows us to be able to define these two
allows us to be able to define these two different markets so we'll hit
different markets so we'll hit apply there
apply there and we're going to filter it
and we're going to filter it just to a good market
just to a good market and we're going to look at
and we're going to look at just one year
just one year look at 2012
our most recent year and we're going to color it based on
and we're going to color it based on region
region and we can see
and we can see which regions tend to have
which regions tend to have the shorter days to start a business
the shorter days to start a business and we're going to
and we're going to move on and build our next visualization
move on and build our next visualization which is also a bar chart
so we have this ease of business field and we can bring on the country and we
and we can bring on the country and we can bring on ease of business
can bring on ease of business and we want to
make it a measure so the ease of business is at this point looking at it
business is at this point looking at it like it's
like it's a string
and we can change that in our default properties and convert it to a measure
properties and convert it to a measure or use it up here and change it to a
or use it up here and change it to a measure
measure when we try to change it to a measure
when we try to change it to a measure here it wants to treat it like a string
here it wants to treat it like a string so it wants to take the minimum or the
so it wants to take the minimum or the maximum
maximum but if we here convert it to a measure
but if we here convert it to a measure then it also automatically made it a
then it also automatically made it a count
count so the first thing to do
so the first thing to do would be to change the data type to a
would be to change the data type to a number
number and now
we can change it to a measure and aggregate it so we could do
aggregate it so we could do like the sum of ease of business
like the sum of ease of business in our use case we're actually going to
in our use case we're actually going to do the
do the average of ease of business
average of ease of business and then we want to have the smallest on
and then we want to have the smallest on the top we do have some that don't have
the top we do have some that don't have ease of business ratings
ease of business ratings so we're going to filter that data out
so we're going to filter that data out and again we want the year to be 2012
and again we want the year to be 2012 but how we're going to do that is by
but how we're going to do that is by coming to this visualization
coming to this visualization and by applying this particular year of
and by applying this particular year of 2012 so we'll do it on select workbooks
2012 so we'll do it on select workbooks and select ease of business okay
and now this one also has the year of 2012 there
the year of 2012 there and
and we're going to
we're going to segment this by creating another header
segment this by creating another header we're going to call that
business friendly
and we're going to say that if the ease of business
that if the ease of business is
is so i guess this is a nice thing to know
so i guess this is a nice thing to know so if if we start typing in what we want
so if if we start typing in what we want to see then we can select it from a list
to see then we can select it from a list here but you can also interact outside
here but you can also interact outside of this box so you could just grab ease
of this box so you could just grab ease of business and drag it into the dialog
of business and drag it into the dialog box here and that's really nice so we're
box here and that's really nice so we're going to say if it is greater than or
going to say if it is greater than or equal to one
then we're going to say it has the most
we're going to say it has the most business
give us a little more room to look at okay and this statement won't work
okay and this statement won't work because it's saying and what is less
because it's saying and what is less than or equal to three so you have to
than or equal to three so you have to have ease of business in both places
and then this should say then and not the
the great so now we're just getting an error
great so now we're just getting an error because we don't have an end
so if that's all we wanted to do then that's what we would do but then we'll
that's what we would do but then we'll just do another else if
and it's already taken this
it's already taken this if statement goes through
if statement goes through one condition at a time so it's already
one condition at a time so it's already classified everything that's between
classified everything that's between these two numbers and so
these two numbers and so now we can just say
now we can just say if ease of business
if ease of business is
is less than or equal to 10
less than or equal to 10 then
then we'll call it very
we'll call it very very business friendly regulations
and we'll keep going else if ease of business is
else if ease of business is less than or equal to 50
less than or equal to 50 then
we're going to call it moderate
and we're just going to say moderate business
business regulations
less than equal to 150 then
then strict
so the reason that this doesn't grab
the reason that this doesn't grab everything that is less than or equal to
everything that is less than or equal to 150 is because
150 is because these sections 1 to 3 and then 3 or well
these sections 1 to 3 and then 3 or well 4 to 10
4 to 10 and then 11 to 50 have all been
and then 11 to 50 have all been classified up to this point so it's just
classified up to this point so it's just getting everything else
and we're going to finally
finally say else everything else
is going to be called not preferred
not preferred for
for business
and see if we get any errors calculation is valid let's see if this works as we
is valid let's see if this works as we expect so we'll hit apply and we'll
expect so we'll hit apply and we'll bring business friendly onto our rows
bring business friendly onto our rows and now it categorizes everything
and now it categorizes everything based on what we said so
based on what we said so we want to define what order these go in
we want to define what order these go in so we're going to click sort
so we're going to click sort and we want the
and we want the most business friendly at the top
most business friendly at the top then we want moderate then strict then
then we want moderate then strict then not preferred okay
not preferred okay so we have our top three that are the
so we have our top three that are the most business friendly and then we've
most business friendly and then we've got four through ten which are very then
got four through ten which are very then we've got our moderate
our strict and our
and our not preferred
not preferred so let's bring region again onto color
so let's bring region again onto color and we can see which regions are the
and we can see which regions are the most business friendly
most business friendly and we have our year of 2012 there
and we have our year of 2012 there and now we're going to make this even
and now we're going to make this even more useful by adding the business tax
more useful by adding the business tax rate onto the label
rate onto the label so that you can see that business
so that you can see that business friendly
friendly is like singapore but they have a pretty
is like singapore but they have a pretty high tax rate of 27 whereas if you get
high tax rate of 27 whereas if you get down to some of these that are not
down to some of these that are not preferred
preferred some of them have really low tax rates
some of them have really low tax rates so let's make sure that we're getting
so let's make sure that we're getting okay the right tax rate
okay the right tax rate so
so you can see that
you can see that 27 is definitely not the highest tax
27 is definitely not the highest tax rate that we have for business
rate that we have for business but you can also see that there are
but you can also see that there are places that have
places that have even lower tax rates
like saudi arabia and
we have eight percent here
eight percent here it looks like we don't ever go to
it looks like we don't ever go to that second decimal place so let's
that second decimal place so let's quickly
oh business tax rate is also text so if we could convert
so if we could convert our data type to
our data type to decimal
decimal and then we will
and then we will format it
format it to be
to be a percentage
a percentage and we just need the one decimal place
okay now let's make
now let's make some annotations so we could come and
some annotations so we could come and click here
click here on this mark
on this mark and then we can annotate that mark which
and then we can annotate that mark which will make this dialog box and it's
will make this dialog box and it's already filled in here
already filled in here and so we could
and so we could use some of this information so i'm
use some of this information so i'm going to copy that
going to copy that and i'll put some hard returns there
and i'll put some hard returns there so we're going to say
so we're going to say that this country
is the most business friendly
business friendly but has a
but has a business tax rate
business tax rate of and let's grab the tax rate
and then we'll erase this i will hit okay
and i've made a typo so singapore is the most business friend
so singapore is the most business friend is not what i meant to say
is not what i meant to say so i can click edit
so i can click edit business friendly
business friendly but has a tax rate of and you can move
but has a tax rate of and you can move this around
this around draws the line to singapore which is the
draws the line to singapore which is the mark
mark that we wanted to annotate so that is an
that we wanted to annotate so that is an annotation on a mark if we wanted to
annotation on a mark if we wanted to just make an annotation
just make an annotation for the area
for the area then we could
then we could point out that
more business friendly countries
often have high
high business taxes
we can change that size make everything fit
fit now we have this
now we have this second note
where our user can come in and see some more information about what's being
more information about what's being presented here
presented here great and now we're going to make one
great and now we're going to make one more visualization
more visualization and it's going to be
and it's going to be about phone and internet usage
about phone and internet usage because you may want to know about the
because you may want to know about the phone and internet trends
when you're looking to start a business so we're going to do this one over time
so we're going to do this one over time so it does not need to have that year
so it does not need to have that year filter on it
filter on it and we're doing our continuous r axis
and we're doing our continuous r axis and we're going to
and we're going to look at mobile phone usage so i double
look at mobile phone usage so i double clicked it shows mobile phone usage over
clicked it shows mobile phone usage over time
time and we're going to change it to average
and we're going to change it to average so that it's averaging it across the
so that it's averaging it across the countries
countries and then we're going to bring on
and then we're going to bring on internet usage so we'll bring it on side
internet usage so we'll bring it on side by side so we have two visualizations
by side so we have two visualizations and we're going to also make that
and we're going to also make that average
average now we might not want these to share an
now we might not want these to share an axis because they are measured a little
axis because they are measured a little bit differently
bit differently and so we can make it a dual axis
and so we can make it a dual axis but allow them to keep their independent
but allow them to keep their independent axes
axes or you can synchronize the axes
or you can synchronize the axes and see them at their
and see them at their rates however
rates however the uses is just a little bit
the uses is just a little bit of a different measurement we can have
of a different measurement we can have one of them be
one of them be a bar chart and the other one be a line
let's have this one be the bar chart okay and then the line is in the front
okay and then the line is in the front you can also change which one's in the
you can also change which one's in the front by
front by coming and clicking
coming and clicking on the axis itself
on the axis itself and you can click move marks to front
and you can click move marks to front and then move that one to the front okay
and then move that one to the front okay and now it's made each of these wide and
and now it's made each of these wide and there's like a star point and end point
there's like a star point and end point on the axis for the bar and that comes
on the axis for the bar and that comes here under size
here under size where they're all fixed
where they're all fixed or you could have it be manual where we
or you could have it be manual where we can define the size of the bars so we're
can define the size of the bars so we're going to make those bars like this
going to make those bars like this now we can see them going up over time
now we can see them going up over time we can also change the width of the line
we can also change the width of the line itself
itself make it thicker or thinner
and we could change the colors here
we could change the colors here so let's change it to
so let's change it to orange
orange since red might apply that it's bad in
since red might apply that it's bad in some cultures
some cultures and now we can see our internet usage
and now we can see our internet usage and our phone usage over time and how
and our phone usage over time and how it's trending
it's trending and so this will all come together on
and so this will all come together on our new dashboard
which is about ease of business
you can see that i have a sheet called these as a business and a dashboard that
these as a business and a dashboard that i've called ease of business but it
i've called ease of business but it won't let you
won't let you create a dashboard with the same name
create a dashboard with the same name as your worksheet so
and we're going to bring on our
we're going to bring on our days to start business visual
days to start business visual our ease of business visual
our ease of business visual and our
and our phone and internet visual
let's put our legends at the top again
put our legends at the top again so we'll make
so we'll make our horizontal
container and we'll bring our region legend into
and we'll bring our region legend into there and then our
there and then our measure names for internet versus
measure names for internet versus mobile phone
mobile phone and we have a filter that already is
and we have a filter that already is pre-applied to two of the visualizations
pre-applied to two of the visualizations called year of year
called year of year and it's selected 2012 and if we select
and it's selected 2012 and if we select 2011
it's only changing this one it's filtering out all the information for
filtering out all the information for this visualization and changing this one
this visualization and changing this one to
to 2011.
2011. so let's see why that's happening if we
so let's see why that's happening if we go to this visualization
go to this visualization and click the go to
and click the go to sheet we can see year of 2012 is here
sheet we can see year of 2012 is here let's click show filter
let's click show filter and if we change the filter
and if we change the filter to 2011 okay it's not showing up here
to 2011 okay it's not showing up here and the only filter i can see that could
and the only filter i can see that could be removing it is this averages of
be removing it is this averages of business
business that is removing anything that is null
that is removing anything that is null so if i pull that off you can see that
so if i pull that off you can see that we don't seem to have any information
we don't seem to have any information for 2011 for ease of business
for 2011 for ease of business and the more years i select
and the more years i select i'm not seeing any
i'm not seeing any ease of business information
so we're going to want to set this
we're going to want to set this to
to 2012 only because that seems to be the
2012 only because that seems to be the only information that is useful for this
only information that is useful for this visualization
visualization so
so let's go back until we're back to the
let's go back until we're back to the state
state we were in
we were in when we started
when we started okay so here we are
okay so here we are now we're going to want to remove this
now we're going to want to remove this filter
filter and we're going to give it its own
and we're going to give it its own filter
that only selects 2012 that is not connected to the other
that is not connected to the other filter
so now when we change your view it only changes this visualization
changes this visualization sometimes that's useful to note
sometimes that's useful to note sometimes it's useful to put
sometimes it's useful to put let's do a single value
let's do a single value drop down sometimes it's useful to put
drop down sometimes it's useful to put this
this right next to the visualization it
right next to the visualization it affects
affects so if we could change it to floating
so if we could change it to floating and just put it like
and just put it like here
here that makes it clear that
that makes it clear that it's just changing this chart
it's just changing this chart so that people don't get confused
so that people don't get confused another thing that we can do that we
another thing that we can do that we should do on all of our visualizations
should do on all of our visualizations is
is change the titles so that they're more
change the titles so that they're more business or user friendly
business or user friendly great
great and
and so we have our filter
so we have our filter and let's use this as a filter
and let's use this as a filter and that way we can click on new zealand
and that way we can click on new zealand and we can see it's a most business
and we can see it's a most business friendly regulations and we can see its
friendly regulations and we can see its internet
internet and phone usage over time
we can click on a lot of different countries to see
a lot of different countries to see those changes
those changes you can see that
you can see that some countries have a steeper
some countries have a steeper change so some of them have
change so some of them have adopted phone and internet usage and
adopted phone and internet usage and have stayed pretty similar whereas other
have stayed pretty similar whereas other ones have only
ones have only really adopted it in the last couple of
really adopted it in the last couple of years
also if we wanted to filter to just one country we could do what we did before
country we could do what we did before and create a country filter
and create a country filter here's a another way to go to the sheet
here's a another way to go to the sheet you can click this down arrow and click
you can click this down arrow and click go to sheet or you can come over here
go to sheet or you can come over here you can see that it's highlighting a
you can see that it's highlighting a visualization over here or a sheet and
visualization over here or a sheet and whatever sheet i click on is highlighted
whatever sheet i click on is highlighted over here
over here and there's this little pop-out arrow
and there's this little pop-out arrow here that also takes you to the sheet
here that also takes you to the sheet now we can bring country
now we can bring country on
on use them all
use them all go back to our dashboard
we'll go to filters and select country we'll make it a multiple value drop down
we'll make it a multiple value drop down we're going to add the apply button and
we're going to add the apply button and now we're going to make it apply to all
now we're going to make it apply to all the visualizations by
the visualizations by clicking apply to workbooks selected
clicking apply to workbooks selected worksheets all on dashboard okay
worksheets all on dashboard okay now we can see that if we just want to
now we can see that if we just want to look at afghanistan
look at afghanistan okay
okay we can see
we can see how many days it takes to start a
how many days it takes to start a business there it's not preferred for
business there it's not preferred for business and it's internet and phone
and those are our four dashboards so as a review we have
four dashboards so as a review we have made
made a dashboard on population
a dashboard on population we made one about health
we made one about health we made one that had to do with our
we made one that had to do with our economy
economy and one that had to do with our ease of
and one that had to do with our ease of doing business hello and welcome to our
doing business hello and welcome to our presentation on tableau interview
presentation on tableau interview questions today we'll be going over
questions today we'll be going over answers to common interview questions
answers to common interview questions for tableau positions first question is
for tableau positions first question is what are the data types supported in
what are the data types supported in tableau we have string date date and
tableau we have string date date and time numerical boolean so true or false
time numerical boolean so true or false and geographical in tableau you can tell
and geographical in tableau you can tell what kind of data type you have so when
what kind of data type you have so when you're on the data source tab you can
you're on the data source tab you can see that this is numerical and this is
see that this is numerical and this is string here we have a date we don't have
string here we have a date we don't have any date times here that would have the
any date times here that would have the little clock icon and we also have
little clock icon and we also have geographical these are set by default
geographical these are set by default and you can change them by clicking on
and you can change them by clicking on the icon
the icon and say we wanted row id to allow text
and say we wanted row id to allow text so we'll change it to string and you can
so we'll change it to string and you can see the icon changes there the next
see the icon changes there the next question has to do with how will you
question has to do with how will you understand dimensions and measures so a
understand dimensions and measures so a key thing to remember is that dimensions
key thing to remember is that dimensions are qualitative and measures are
are qualitative and measures are quantitative and if you can remember
quantitative and if you can remember those particular words it helps convey
those particular words it helps convey what the interviewer is looking for so
what the interviewer is looking for so dimensions are qualitative and you can
dimensions are qualitative and you can use them to categorize your data so for
use them to categorize your data so for example you can categorize your data by
example you can categorize your data by what country it comes from and measures
what country it comes from and measures are quantitative and can be aggregated
are quantitative and can be aggregated so you can do a sum of sales or you can
so you can do a sum of sales or you can do the average profit did you know that
do the average profit did you know that tableau automatically assigns each field
tableau automatically assigns each field a data type and a role and that
a data type and a role and that automatically aggregates your measures
automatically aggregates your measures using sum but you can change what the
using sum but you can change what the default aggregation is question three
default aggregation is question three what do you understand by discrete and
what do you understand by discrete and continuous in tableau so we have
continuous in tableau so we have discrete values and continuous values
discrete values and continuous values discrete is represented as blue and
discrete is represented as blue and continuous is represented as green so
continuous is represented as green so let's look in tableau when we go to our
let's look in tableau when we go to our worksheet
worksheet you can see that all the dimensions are
you can see that all the dimensions are automatically blue
automatically blue and all of the measures are green
and all of the measures are green however you can have a continuous
however you can have a continuous dimension and you can have a discrete
dimension and you can have a discrete measure
measure so we have discrete dimensions which is
so we have discrete dimensions which is a blue dimension but also continuous
a blue dimension but also continuous dimensions and data is a good example of
dimensions and data is a good example of that let's take a look so we pull on
that let's take a look so we pull on order date we right now have year
order date we right now have year and it's making categories instead of a
and it's making categories instead of a continuous axis so it's making a finite
continuous axis so it's making a finite list there but we can change it to be
list there but we can change it to be you can see now it's marked as
you can see now it's marked as continuous here and it's green and we
continuous here and it's green and we change it to be an axis
change it to be an axis instead of different categories it would
instead of different categories it would be a continuous axis
be a continuous axis so you can also have discrete measures
so you can also have discrete measures which are blue measures and continuous
which are blue measures and continuous measures in the green so for example
measures in the green so for example let's say we had a visualization that
let's say we had a visualization that had
had the region
the region and
and sales
sales and profit
and profit but instead of having an access for
but instead of having an access for profit maybe we just wanted to have a
profit maybe we just wanted to have a number for the profit listed right next
number for the profit listed right next to
to the region and then we could have the
the region and then we could have the sales visualization so what we could do
sales visualization so what we could do is change it to a discrete
is change it to a discrete value and put it next to region and now
value and put it next to region and now it's part of the labels
it's part of the labels and that's an example of having a
and that's an example of having a discrete
discrete measure
measure did you know that
did you know that continuous is infinite and discrete is
continuous is infinite and discrete is finite those are some key words that you
finite those are some key words that you could use also to describe the
could use also to describe the difference between continuous and
difference between continuous and discrete and also just remember that
discrete and also just remember that discrete is blue and continuous is green
discrete is blue and continuous is green the next question number four is what
the next question number four is what are filters and name the different
are filters and name the different filters in tableau so filters are a way
filters in tableau so filters are a way to restrict the data that allows you to
to restrict the data that allows you to only see the data that you want to see
only see the data that you want to see in your workbook or dashboard and there
in your workbook or dashboard and there are these different types of filters and
are these different types of filters and they also have a specific order so if
they also have a specific order so if you can remember the different filters
you can remember the different filters that's helpful but also if you can
that's helpful but also if you can remember what order they apply in
remember what order they apply in that'll get you some definite bonus
that'll get you some definite bonus points in your interview we have extract
points in your interview we have extract filters that filter the data as it
filters that filter the data as it extracts and it will affect how big your
extracts and it will affect how big your extract is we also have data source
extract is we also have data source filters here which will filter the data
filters here which will filter the data out of the data source however the
out of the data source however the extract will still be the same size so
extract will still be the same size so let's take a look at this handy
let's take a look at this handy visualization
visualization that tableau has on their website we
that tableau has on their website we have the order of operations and in blue
have the order of operations and in blue we have our filters
we have our filters so extracts is first and it filters down
so extracts is first and it filters down your extract to just what you've
your extract to just what you've selected then we have data source
selected then we have data source filters that will apply to the entire
filters that will apply to the entire data source so any visualization that
data source so any visualization that uses that data source will have these
uses that data source will have these filters we also have context filters
filters we also have context filters which are next which come before some of
which are next which come before some of these level of details that's the major
these level of details that's the major difference is that it applies before
difference is that it applies before some of these sets and conditional
some of these sets and conditional values and then you will do dimensions
values and then you will do dimensions and then measures so any filters that
and then measures so any filters that happen on dimensions happen before any
happen on dimensions happen before any measure filters the last type of filter
measure filters the last type of filter we have is a table calculation filter
we have is a table calculation filter which happens after all of the rest of
which happens after all of the rest of them and basically just applies to
them and basically just applies to your visualization just the one
your visualization just the one visualization question number five there
visualization question number five there are three customer segments in the
are three customer segments in the superstore data set what percent of the
superstore data set what percent of the total profits is associated with the
total profits is associated with the corporate segment perfect so in some
corporate segment perfect so in some tableau interviews you may be asked to
tableau interviews you may be asked to build a visualization for our examples
build a visualization for our examples here we'll be using the superstore data
here we'll be using the superstore data set and if you don't have access to the
set and if you don't have access to the superstore data set just comment below
superstore data set just comment below and somebody on the simply learn team
and somebody on the simply learn team will help you get access to that also
will help you get access to that also this is a fun opportunity to pause the
this is a fun opportunity to pause the video and then you can work on this on
video and then you can work on this on your own and then come back and see if
your own and then come back and see if what you did was the right thing or how
what you did was the right thing or how we did it differently also you can
we did it differently also you can comment below on what your answer is and
comment below on what your answer is and we'll see if we can all get the right
we'll see if we can all get the right thing
thing so let's build this
so let's build this three customer segments in the super
three customer segments in the super store data set what percent of the total
store data set what percent of the total profits total profits is associated with
profits total profits is associated with corporate segment great so we're going
corporate segment great so we're going to bring on our segments and we have
to bring on our segments and we have consumer corporate and home office and
consumer corporate and home office and let's bring on our
let's bring on our total profit so i just did that by
total profit so i just did that by double clicking and now it's just
double clicking and now it's just bringing on the sum for each of those by
bringing on the sum for each of those by default but we want to figure out what
default but we want to figure out what percent of the total each of these are
percent of the total each of these are so we can change this to be
so we can change this to be a table calculation we can click add
a table calculation we can click add table calculation or we can do a quick
table calculation or we can do a quick table calculation
table calculation and find percent of total so let's go
and find percent of total so let's go back to our question we wanted to know
back to our question we wanted to know the percent of total profits associated
the percent of total profits associated with the corporate segment and the
with the corporate segment and the corporate segment has 32.12
corporate segment has 32.12 of the total profits and here's our
of the total profits and here's our solution with
solution with 32.12 percent so did you get it right
32.12 percent so did you get it right comment below if you got that what are
comment below if you got that what are the different joins in tableau give an
the different joins in tableau give an example
example so in tableau
so in tableau you can join your data so if we wanted
you can join your data so if we wanted to look at orders and tie it to
to look at orders and tie it to people we could pull on people and it
people we could pull on people and it will give you this visualization and you
will give you this visualization and you can see all the different joints here
can see all the different joints here and we'll discuss those in just a second
and we'll discuss those in just a second you also have the opportunity to union
you also have the opportunity to union information which would be if we had
information which would be if we had maybe two excel sheets that had orders
maybe two excel sheets that had orders information
information perhaps one of them had 2012 and one of
perhaps one of them had 2012 and one of them had 2013
them had 2013 then you could take your orders and pull
then you could take your orders and pull it so you see that pop-up drag table to
it so you see that pop-up drag table to union and that's another way to add more
union and that's another way to add more data and so those are all worth
data and so those are all worth mentioning let's take a look at the
mentioning let's take a look at the different kinds of joints
different kinds of joints we have our inner join which will only
we have our inner join which will only give you the values that have matches in
give you the values that have matches in both tables
both tables our left join that will give you all the
our left join that will give you all the values in the left table and its matches
values in the left table and its matches in the right table and then the right
in the right table and then the right join which will give you all the values
join which will give you all the values in the right table
in the right table and its matches in the left table
and its matches in the left table the outer join also known as a full
the outer join also known as a full outer join will give you all the values
outer join will give you all the values in the left and the right table
in the left and the right table and then as we discuss the union you can
and then as we discuss the union you can see it's represented by a more vertical
see it's represented by a more vertical join and what it does is it adds more
join and what it does is it adds more rows all the rest of these are about
rows all the rest of these are about adding more columns but this will add
adding more columns but this will add more rows
more rows in the same columns that you had before
in the same columns that you had before if you have the opportunity to draw out
if you have the opportunity to draw out the answer to this question and make
the answer to this question and make these venn diagrams it's a really
these venn diagrams it's a really helpful way for you to explain your
helpful way for you to explain your point and it really portrays that you
point and it really portrays that you know what you're talking about what is
know what you're talking about what is the difference between a join and
the difference between a join and blending in tableau so i just showed you
blending in tableau so i just showed you how to make a join here and we are
how to make a join here and we are joining
joining an excel sheet
an excel sheet to another excel sheet all within the
to another excel sheet all within the same connection to that excel file so
same connection to that excel file so when you're joining data we'll look over
when you're joining data we'll look over here at the joining side that's when
here at the joining side that's when you're bringing two or more tables
you're bringing two or more tables within the same data source and that's
within the same data source and that's how you join it and so um we're all
how you join it and so um we're all inside of a data source here which when
inside of a data source here which when i go to sheet one just has one data
i go to sheet one just has one data source here called orders whatever we
source here called orders whatever we wanted to call it and that is all within
wanted to call it and that is all within one data source however let's say we
one data source however let's say we already had two different data sources
already had two different data sources in tableau and we wanted to bring
in tableau and we wanted to bring together two of them so in this case
together two of them so in this case it's an oracle table and we brought in
it's an oracle table and we brought in an oracle table and we made a data
an oracle table and we made a data source and then also an excel table that
source and then also an excel table that had a second data source and you can
had a second data source and you can blend it together to get your combined
blend it together to get your combined data set so the major difference what
data set so the major difference what you're going to really want to take away
you're going to really want to take away from this is that blending is from two
from this is that blending is from two separate tableau data sources and that
separate tableau data sources and that joining is all within one data source
joining is all within one data source and it ends up just being one data
and it ends up just being one data source in the end in blending each data
source in the end in blending each data source contains its own set of
source contains its own set of dimensions and measures and when you
dimensions and measures and when you join it will combine it into one set of
join it will combine it into one set of dimensions and measures so let's go back
dimensions and measures so let's go back to our example here let's bring on
to our example here let's bring on people it is automatically said we're
people it is automatically said we're going to join it on region and we're
going to join it on region and we're going to do an inner join that's fine by
going to do an inner join that's fine by me
me and so we come here
and so we come here and now we have just one
and now we have just one set of dimension and measures under
set of dimension and measures under orders however if we were to add a
orders however if we were to add a second data source which we will it'll
second data source which we will it'll be an excel file and it will be based
be an excel file and it will be based off of this rank example
off of this rank example we'll open that up and now when we go to
we'll open that up and now when we go to sheet 1 we have two data sources
sheet 1 we have two data sources and if we were to blend this data
and if we were to blend this data together we would still see two separate
together we would still see two separate sets of data only we would be able to
sets of data only we would be able to pull in from this set some information
pull in from this set some information and we'd pull in from this set some
and we'd pull in from this set some other information so that's a visual
other information so that's a visual difference between blending and joining
difference between blending and joining question number eight is what is the
question number eight is what is the difference between a live and an extract
difference between a live and an extract so first we'll talk about live and we'll
so first we'll talk about live and we'll say that your dashboard is connected
say that your dashboard is connected live to a database and so a live
live to a database and so a live connection will query that database
connection will query that database every time you open up the dashboard or
every time you open up the dashboard or visualization so that you're getting the
visualization so that you're getting the most recent information each time and
most recent information each time and it's useful for if you need information
it's useful for if you need information that's a little bit more real time
that's a little bit more real time however it can be slower especially if
however it can be slower especially if your queries are complicated with an
your queries are complicated with an extract it will run the query beforehand
extract it will run the query beforehand and store the information on tableau
and store the information on tableau server or on your local machine and so
server or on your local machine and so that it's faster to get to however it is
that it's faster to get to however it is not real-time information so if you had
not real-time information so if you had a refresh of your extract that runs
a refresh of your extract that runs every day in the morning and then during
every day in the morning and then during the day somebody has made a change to
the day somebody has made a change to your database they won't see that change
your database they won't see that change on your dashboard until the next time
on your dashboard until the next time the refresh runs for your extract in
the refresh runs for your extract in tableau
tableau you can set
you can set if you want the connection to be live or
if you want the connection to be live or extract when you first are making your
extract when you first are making your data source and this is a tableau
data source and this is a tableau desktop in tableau
desktop in tableau public you don't have that option did
public you don't have that option did you know that
you know that the reason that extracts are faster is
the reason that extracts are faster is because tableau doesn't need to access
because tableau doesn't need to access the database each time it fills the
the database each time it fills the visualization and did you know that you
visualization and did you know that you can set up a refresh schedule on tableau
can set up a refresh schedule on tableau server in order to be able to see your
server in order to be able to see your extracted data update
extracted data update question 9 what is a calculated field
question 9 what is a calculated field and how will you create one so if we
and how will you create one so if we look at our data set here
look at our data set here we have the opportunity to see the
we have the opportunity to see the difference between order date and ship
difference between order date and ship date so to create a calculated field you
date so to create a calculated field you click create calculated field with this
click create calculated field with this drop down arrow at the top or you can
drop down arrow at the top or you can right click in white space
right click in white space create calculated field
create calculated field then you give it a name
then you give it a name and we're going to call it
and we're going to call it shipping delay and we are going to do
shipping delay and we are going to do [Music]
[Music] a date diff so if you don't see this
a date diff so if you don't see this dialog box here you can click this arrow
dialog box here you can click this arrow to see that
to see that our date part is day the start date is
our date part is day the start date is order date and the end date is ship date
order date and the end date is ship date so to remember how to create a
so to remember how to create a calculated field it's by clicking this
calculated field it's by clicking this down arrow and clicking create
down arrow and clicking create calculated field
calculated field and then writing your
and then writing your query here
query here and a calculated field is an additional
and a calculated field is an additional field made up using the data that you
field made up using the data that you already have so
already have so we've made a new field here and it has
we've made a new field here and it has the equal sign at the beginning that
the equal sign at the beginning that might be worth mentioning how to tell if
might be worth mentioning how to tell if it's a calculated field or if it was an
it's a calculated field or if it was an original field and then we can bring a
original field and then we can bring a shipping delay
shipping delay here and we can see the number of days
here and we can see the number of days that it took between the order date and
that it took between the order date and the ship date we could also
the ship date we could also duplicate a calculated field so now we
duplicate a calculated field so now we have shipping delay copy
and we're going to call this average shipping delay
average shipping delay and we're going to encapsulate it
inside an average function and now if we take off the order id the
and now if we take off the order id the order date and the ship date
order date and the ship date it's automatically summing up those days
it's automatically summing up those days but we can bring on our average shipping
but we can bring on our average shipping delay
and you can see on average how many days it took
it took and let's change
and let's change our number here to
our number here to include decimal places
include decimal places so a calculated field is a new field
so a calculated field is a new field made from existing data
made from existing data it can be used to create more robust
it can be used to create more robust visualizations and it does not affect
visualizations and it does not affect the original data set for example we
the original data set for example we made our average delay function here
made our average delay function here using data from our original data set
using data from our original data set question 10 how can you display top five
question 10 how can you display top five and last five sales in the same view
and last five sales in the same view you can show top five and last five
you can show top five and last five sales for a same dimension by creating a
sales for a same dimension by creating a set
set so let's take a look at doing that here
so let's take a look at doing that here we have
we have our customers so let's bring on customer
our customers so let's bring on customer name
name and we're going to do it based on profit
so now that we've done it on profit we can see these are our top five profit
can see these are our top five profit and i've sorted it by profit and
and i've sorted it by profit and here's our bottom five
and we can create a set by coming and clicking on the dimension that we want
clicking on the dimension that we want the set to be based on we'll right click
the set to be based on we'll right click there
there and we will
and we will come to create and click set
top by field top five five sum of profit and now we have a set
five sum of profit and now we have a set it makes a set section here
it makes a set section here now we're going to make a second set
now we're going to make a second set off of customer name
off of customer name create set
5 by sum of profit we'll hit ok and now we're
sum of profit we'll hit ok and now we're going to combine these two sets so i'm
going to combine these two sets so i'm going to control click and then we have
going to control click and then we have both of them selected and we're going to
both of them selected and we're going to click create combined set
click create combined set top and bottom
top and bottom customers
customers and we're going to have it include all
and we're going to have it include all members of both sets
members of both sets and now we can pull top and bottom
and now we can pull top and bottom customers onto filters and you can see
customers onto filters and you can see our top five and our bottom five so if
our top five and our bottom five so if we
we control drag profit onto color
control drag profit onto color then it's colored by that as well so key
then it's colored by that as well so key thing to remember is that you can use it
thing to remember is that you can use it sets to create to show both the top and
sets to create to show both the top and the bottom in the same visualization and
the bottom in the same visualization and that you can combine those sets
that you can combine those sets is there a difference between sets and
is there a difference between sets and groups in tableau the answer to this is
groups in tableau the answer to this is yes
yes you can describe a group as being
you can describe a group as being simpler and using only one dimension to
simpler and using only one dimension to determine the group whereas a set can be
determine the group whereas a set can be more complex so you could say sets are
more complex so you could say sets are more complex and you can use conditions
more complex and you can use conditions to create the sets and you can also use
to create the sets and you can also use multiple dimensions and measures to
multiple dimensions and measures to create the sets
create the sets for example here
for example here we create a group of subcategory so we
we create a group of subcategory so we grab all of these things together and
grab all of these things together and can group it and that will be
can group it and that will be we'll have copiers and envelopes and
we'll have copiers and envelopes and then we'll have one group
then we'll have one group of all of these together
of all of these together over here you could create a set
over here you could create a set that looks at sales and profits
that looks at sales and profits to create its set so the best way i can
to create its set so the best way i can describe this is by looking at what we
describe this is by looking at what we did here and so we were able to use
did here and so we were able to use dynamic
dynamic filtering here to create our sets
filtering here to create our sets and where we'll look at the top five or
and where we'll look at the top five or the bottom five and let's do the same
the bottom five and let's do the same thing we did there but use a group so
thing we did there but use a group so for a group we could see that these
for a group we could see that these we've sorted it and we can say
we've sorted it and we can say one two three
one two three four five this is the top five so we
four five this is the top five so we could create
could create a group that's this paper clip here and
a group that's this paper clip here and now we have a group of the top five and
now we have a group of the top five and it's added that group it makes a new
it's added that group it makes a new group customer name group and it put it
group customer name group and it put it on the color for us now let's go to the
on the color for us now let's go to the bottom and we're going to go one two
bottom and we're going to go one two three four five and we'll create
three four five and we'll create our group
our group so now we have a top five group at
so now we have a top five group at bottom five group so let's name them
bottom five group so let's name them that and we'll do that by clicking edit
that and we'll do that by clicking edit alias
alias top customers
top customers okay and we'll come here and we'll
okay and we'll come here and we'll rename that
rename that bottom
bottom customers
customers okay we'll put our top customers on top
okay we'll put our top customers on top and then let's hide all the others so
and then let's hide all the others so we'll click exclude there and now we
we'll click exclude there and now we have a similar visualization as we had
have a similar visualization as we had before for our
before for our sets top bottom however a key difference
sets top bottom however a key difference here is that we had to go through and
here is that we had to go through and select the top five and the bottom five
select the top five and the bottom five so let's say that
so let's say that maybe
maybe cindy or let's say henry goldwyn has
cindy or let's say henry goldwyn has suddenly
suddenly had much more positive profit associated
had much more positive profit associated with them if that changes he's going to
with them if that changes he's going to still stay in our group this group is
still stay in our group this group is just using these customer names to
just using these customer names to determine who's in the group
determine who's in the group so the group is henry sherrell luke
so the group is henry sherrell luke grant and cindy no matter if their data
grant and cindy no matter if their data changes so say tomorrow all this data is
changes so say tomorrow all this data is different it's still going to put these
different it's still going to put these people into the group however the sets
people into the group however the sets as you saw before is based off of the
as you saw before is based off of the profit the sum of profit and who has the
profit the sum of profit and who has the top five and who has the bottom five if
top five and who has the bottom five if raymond suddenly has a lot less profit
raymond suddenly has a lot less profit and falls out of the group then
and falls out of the group then the groups won't pick it up but the sets
the groups won't pick it up but the sets will so that's one thing to remember is
will so that's one thing to remember is that it could be based on conditions and
that it could be based on conditions and then you saw how we took two sets and
then you saw how we took two sets and put them together into our combined
put them together into our combined group you could also have a set that is
group you could also have a set that is based off of two different dimensions
based off of two different dimensions or two different measures and that's how
or two different measures and that's how you could put those two sets together
you could put those two sets together and get dynamic sets
and get dynamic sets so the major differences as we saw is
so the major differences as we saw is that a group is just based off of one
that a group is just based off of one dimension
dimension and a set can have conditions and be
and a set can have conditions and be based on off of other dimensions
based on off of other dimensions also you need to know that groups cannot
also you need to know that groups cannot be used in calculated fields but sets
be used in calculated fields but sets can
can question 12
question 12 what is a parameter in tableau and give
what is a parameter in tableau and give an example
an example a parameter is a dynamic value that a
a parameter is a dynamic value that a customer could select
customer could select and you can use it to replace constant
and you can use it to replace constant values in calculations filters and
values in calculations filters and reference lines so for example here we
reference lines so for example here we determined we wanted bottom five and top
determined we wanted bottom five and top five customers but let's give them some
five customers but let's give them some options so we'll create a parameter
options so we'll create a parameter and we'll call it select
top bottom
bottom customers
and we're going to [Music]
[Music] let it be a range
let it be a range with a minimum of 5
with a minimum of 5 and a maximum of
and a maximum of 20
20 and a step size of five so we'll let
and a step size of five so we'll let them go five at a time
them go five at a time okay
okay now if we click show parameter control
now if we click show parameter control we can see our parameter control and you
we can see our parameter control and you can do 5 10 15 or 20. but since it's not
can do 5 10 15 or 20. but since it's not in any of our calculated fields or sets
in any of our calculated fields or sets or filters then it's not making any
or filters then it's not making any difference so let's put it inside of
difference so let's put it inside of these
these we'll edit our set and instead of top or
we'll edit our set and instead of top or bottom five
bottom five we'll click bottom select number of top
we'll click bottom select number of top bottom customers so now it's taking our
bottom customers so now it's taking our parameter and inserting it in
parameter and inserting it in to our set there we'll do the same thing
to our set there we'll do the same thing with top customers
with top customers okay and now right now we see top five
okay and now right now we see top five bottom five if we change it now we see
bottom five if we change it now we see top ten bottom ten fifteen and there's
top ten bottom ten fifteen and there's our twenty
our twenty so it replaces a constant value and
so it replaces a constant value and allows the end user to select the value
allows the end user to select the value question 13 what is the difference
question 13 what is the difference between tree maps and heat maps
between tree maps and heat maps so let's first talk about what each of
so let's first talk about what each of these are
these are heat maps compare categories using size
heat maps compare categories using size and color i think the biggest thing
and color i think the biggest thing about heat maps is the color size is
about heat maps is the color size is somewhat optional so let's build this
somewhat optional so let's build this visualization quickly
so we have region
we have region category
category and subcategory
and subcategory and we're making a heat map so
and we're making a heat map so we want to bring profit onto color
we want to bring profit onto color and you can see we've got hotter and
and you can see we've got hotter and colder in this case
colder in this case for a heat map we might want to change
for a heat map we might want to change so in this case what it's doing is
so in this case what it's doing is hotter is negative but we could reverse
hotter is negative but we could reverse that and then hotter is positive and so
that and then hotter is positive and so hotter maybe means this is where more
hotter maybe means this is where more activity is
activity is we can also double click on profit
we can also double click on profit we can also bring profit onto label
we can also bring profit onto label and we'll change this to
and we'll change this to square and now it's marked at what
square and now it's marked at what everything is so a heat map
everything is so a heat map will use color to draw your eye to the
will use color to draw your eye to the places where there's heat or maybe
places where there's heat or maybe activity we could also use size in this
activity we could also use size in this case so it's not just defined by color
case so it's not just defined by color necessarily maybe we want the size to be
necessarily maybe we want the size to be defined by sales so we get things that
defined by sales so we get things that are bigger but they're blue which means
are bigger but they're blue which means that they are bigger in sales but their
that they are bigger in sales but their profit is negative and it draws your
profit is negative and it draws your eyes to
eyes to technology so machines in the south are
technology so machines in the south are doing a lot of sales but they're not
doing a lot of sales but they're not having positive profit necessarily
having positive profit necessarily also you can see some things that have
also you can see some things that have darker colors
darker colors but are smaller so high profit but not a
but are smaller so high profit but not a lot of sales so that is a heat map a
lot of sales so that is a heat map a tree map is used to represent
tree map is used to represent hierarchical data now hierarchy is the
hierarchical data now hierarchy is the term you need to remember when you're
term you need to remember when you're talking about the difference between a
talking about the difference between a tree map and a heat map
tree map and a heat map in the heat map none of these boxes have
in the heat map none of these boxes have to do with the hierarchy with each other
to do with the hierarchy with each other whereas with a tree map you can see that
whereas with a tree map you can see that this box has a thick white line between
this box has a thick white line between it and the other ones and that means
it and the other ones and that means that that section
that that section are all connected so these are all
are all connected so these are all technology
technology and the bigger this section is that
and the bigger this section is that means the bigger the let's see size is
means the bigger the let's see size is based off of profit so this bigger
based off of profit so this bigger section means that technology has more
section means that technology has more profit than furniture so let's build
profit than furniture so let's build this one when i build tree maps i like
this one when i build tree maps i like to use our show me tool so here's tree
to use our show me tool so here's tree map and it says one or more dimensions
map and it says one or more dimensions or one and one to two measures so we're
or one and one to two measures so we're going to grab category and we're going
going to grab category and we're going to control click subcategory and we're
to control click subcategory and we're going to control click profit and
going to control click profit and sales and we'll click on our tree map
sales and we'll click on our tree map perfect and so the darker the color
perfect and so the darker the color that means the more sales there is and
that means the more sales there is and that's pretty similar to our
that's pretty similar to our heat map over here so the color
heat map over here so the color indicated
indicated in this case it was profit so the color
in this case it was profit so the color indicates the difference and the size
indicates the difference and the size indicates the difference and that's true
indicates the difference and that's true over here the color indicates a
over here the color indicates a difference and the size indicates a
difference and the size indicates a difference however there is a hierarchy
difference however there is a hierarchy to it over here you can see that there
to it over here you can see that there is um hierarchies because we have
is um hierarchies because we have furniture and then that puts that all
furniture and then that puts that all together under furniture
together under furniture and then here's the subcategories
and then here's the subcategories however if you were trying to compare
however if you were trying to compare furniture to office supplies it's really
furniture to office supplies it's really difficult to tell which one has more
difficult to tell which one has more sales but if we go over to sheet 7 that
sales but if we go over to sheet 7 that has our tree map on it you can see
has our tree map on it you can see really quickly that office supplies has
really quickly that office supplies has much more sales
much more sales than furniture in this case office
than furniture in this case office supplies has much more profit than
supplies has much more profit than furniture the biggest difference is that
furniture the biggest difference is that tree maps have the hierarchy question
tree maps have the hierarchy question number 14 what is the difference between
number 14 what is the difference between twbx
twbx and twb so these are all
and twb so these are all tableau file formats and the twbx
tableau file formats and the twbx contains all of the unnecessary
contains all of the unnecessary information to build the visualization
information to build the visualization so it's called a packaged workbook and
so it's called a packaged workbook and it compresses it all together however
it compresses it all together however the twb just contains instructions about
the twb just contains instructions about how to interact with the data source so
how to interact with the data source so when it's building a visualization
when it's building a visualization tableau will look at the data source and
tableau will look at the data source and then build the visualization with an
then build the visualization with an extract it contains all of the
extract it contains all of the information that you need so all the
information that you need so all the data is wrapped up inside of there and
data is wrapped up inside of there and there's no connection that has to be
there's no connection that has to be made between tableau and the data source
made between tableau and the data source because it's all right inside whereas
because it's all right inside whereas with the twb it has to connect to the
with the twb it has to connect to the data source or else it doesn't have the
data source or else it doesn't have the data to build the visualizations it just
data to build the visualizations it just knows it has the instructions of what to
knows it has the instructions of what to do with that data so the biggest
do with that data so the biggest difference is twbx
difference is twbx has the data inside of it whereas a twb
has the data inside of it whereas a twb only has the instructions question 15
only has the instructions question 15 explain the difference between tableau
explain the difference between tableau worksheet dashboard story and workbook
worksheet dashboard story and workbook perfect here's a breakdown and
perfect here's a breakdown and explanation of each of those and in
explanation of each of those and in tableau this entire thing that we've
tableau this entire thing that we've been looking at all these sheets
been looking at all these sheets is a workbook
is a workbook however this sheet 7 is just one
however this sheet 7 is just one worksheet all of them together is a
worksheet all of them together is a workbook and sheet 7 is a worksheet the
workbook and sheet 7 is a worksheet the big difference between a worksheet and a
big difference between a worksheet and a dashboard is that the worksheet is just
dashboard is that the worksheet is just one
one visualization and so it is only one set
visualization and so it is only one set of columns and rows here and a dashboard
of columns and rows here and a dashboard could contain multiple visualizations so
could contain multiple visualizations so if we wanted to see our heat map and our
if we wanted to see our heat map and our tree map
tree map on the same page that would be a
on the same page that would be a dashboard and then a story
dashboard and then a story is somewhat similar
is somewhat similar to a presentation mode and so you can
to a presentation mode and so you can have different pages and so we could say
have different pages and so we could say here is our
here is our heat map and then we could make another
heat map and then we could make another page
page and look at our
and look at our tree map and then look at our heat map
and then we could duplicate that page and we could say let's focus on
and we could say let's focus on furniture
furniture so we're going to highlight furniture
so we're going to highlight furniture and then so if we were to go through
and then so if we were to go through these one at a time
these one at a time we would say here's your tree map and
we would say here's your tree map and then we would look at information there
then we would look at information there and we would say here's our heat map and
and we would say here's our heat map and then the next screen will say let's
then the next screen will say let's focus on furniture and you can see that
focus on furniture and you can see that it highlighted furniture for me when i
it highlighted furniture for me when i went to the next scene so a story
went to the next scene so a story can show you things one at a time it's
can show you things one at a time it's like a presentation mode so the
like a presentation mode so the differences are the workbook contains
differences are the workbook contains the sheets and the dashboards of the
the sheets and the dashboards of the stories
stories the worksheet is a single view
the worksheet is a single view dashboard is multiple views and a story
dashboard is multiple views and a story is a sequence a sequence is a good key
is a sequence a sequence is a good key word to remember when you're describing
word to remember when you're describing a story and did you know
a story and did you know that the only place that you can access
that the only place that you can access the dimensions and the measures and
the dimensions and the measures and custom fields we've made is on a
custom fields we've made is on a worksheet so when you're looking at a
worksheet so when you're looking at a dashboard
so on a worksheet we see dimensions and measures when you're looking at a
measures when you're looking at a dashboard you no longer see dimensions
dashboard you no longer see dimensions and measures what you do see are all of
and measures what you do see are all of the worksheets similarly when you look
the worksheets similarly when you look at a story you no longer see
at a story you no longer see any dimensions and measures but you do
any dimensions and measures but you do see all the worksheets and the
see all the worksheets and the dashboards question 16 what do you
dashboards question 16 what do you understand by blended axis with a
understand by blended axis with a blended axis you can use
blended axis you can use two measures that share an axis and that
two measures that share an axis and that means they necessarily have the same
means they necessarily have the same scale so let's build something with a
scale so let's build something with a blended axis
blended axis so we can make a visualization
so we can make a visualization that looks at
that looks at sales
sales over time
over time we'll bring on order date
and let's just
let's just do order date by
do order date by month there we go
month there we go so we can see sales over time and say we
so we can see sales over time and say we wanted to also see profit
wanted to also see profit this is two visualizations that have two
this is two visualizations that have two different axes but if we wanted them to
different axes but if we wanted them to have the same axes
have the same axes and just the same marks card you see how
and just the same marks card you see how i made two different marks cards we
i made two different marks cards we could bring on
could bring on measure values
measure values and take off all the measures that we
and take off all the measures that we don't want
we just want when we take them off here it's creating
when we take them off here it's creating this filter here for measure names
this filter here for measure names and let's take off these two extra
and let's take off these two extra visualizations and now we have a
visualizations and now we have a visualization that has a blended axes
visualization that has a blended axes for sales over time and profit over time
for sales over time and profit over time and you can see that they necessarily
and you can see that they necessarily have the same axes there is no second
have the same axes there is no second axes
axes what is the use of a dual axis and how
what is the use of a dual axis and how do you create one perfect so a dual axis
do you create one perfect so a dual axis allows you to compare measures and you
allows you to compare measures and you can have two different scales so if we
can have two different scales so if we had this same visualization that same
had this same visualization that same information that we wanted to see with
information that we wanted to see with again profit
again profit and sales
and sales over time
we'll do okay great and we wanted them to have
okay great and we wanted them to have the same axes we could right click on
the same axes we could right click on the second pill
the second pill of the measures
of the measures and click dual axis and now you can see
and click dual axis and now you can see that they do not
that they do not share the same axis and you can see
share the same axis and you can see profit is much higher here right there
profit is much higher here right there and so the use of this would be
and so the use of this would be sometimes you need things to have
sometimes you need things to have different axes
different axes if you come here and you click
if you come here and you click synchronize axes you end up getting a
synchronize axes you end up getting a pretty similar visualization but you do
pretty similar visualization but you do get two separate marks cards
get two separate marks cards so a key thing to bring up if you are
so a key thing to bring up if you are asked the difference between a blended
asked the difference between a blended axis and a dual axis chart
axis and a dual axis chart is
is one that the blended axis uses the same
one that the blended axis uses the same scale and a dual axis could have two
scale and a dual axis could have two different scales and two a dual axis has
different scales and two a dual axis has two marks cards so let's say we wanted
two marks cards so let's say we wanted our profit
our profit to not be a line chart but to be a bar
to not be a line chart but to be a bar chart that gives you that option when
chart that gives you that option when you go to the blended axis we only have
you go to the blended axis we only have one mark's card so we change it to bar
one mark's card so we change it to bar everything is bar
everything is bar but back over here we change it to
but back over here we change it to circles and we see the circles so if we
circles and we see the circles so if we wanted to show sales by year and profit
wanted to show sales by year and profit ratio by year in the same view that's
ratio by year in the same view that's where two different scales could be
where two different scales could be handy let's build that visualization
handy let's build that visualization so we'll make a new chart
so we'll make a new chart and we'll bring on sales
and we'll bring on sales and
and profit ratio
profit ratio over time
that is profit i still did profit so i'll drag profit ratio right over top of
i'll drag profit ratio right over top of profit there we go and you can see that
profit there we go and you can see that they can't use the same scale because
they can't use the same scale because this is a percentage and so
this is a percentage and so if we had them on a blended axis 20
if we had them on a blended axis 20 percent is really 0.2 and it would just
percent is really 0.2 and it would just be so tiny
be so tiny but if we wanted them on the same area
but if we wanted them on the same area to act to apply to the same space here
to act to apply to the same space here we could dual access it that you can
we could dual access it that you can still see useful information there but
still see useful information there but otherwise this would just be in such a
otherwise this would just be in such a tiny tiny space
tiny tiny space so our profit ratio would just show up
so our profit ratio would just show up right here almost like a straight line
right here almost like a straight line question 18 what will the following
question 18 what will the following function return
function return left three comma tableau here's the
left three comma tableau here's the question again and here are the
question again and here are the potential answers tab
potential answers tab or eau error or none of the above so
or eau error or none of the above so just take a moment and see if you can
just take a moment and see if you can answer this question correctly go ahead
answer this question correctly go ahead and pause the video and if you get the
and pause the video and if you get the answer you can comment below and then we
answer you can comment below and then we will discuss
will discuss we've taken some time to
we've taken some time to answer this question and let's go ahead
answer this question and let's go ahead and see what the answer is the answer is
and see what the answer is the answer is it will return an error that's because
it will return an error that's because the syntax for a left is that the string
the syntax for a left is that the string must go first first you say left then
must go first first you say left then you put the string and then you put the
you put the string and then you put the number so let's talk about what left
number so let's talk about what left does it returns a specific number of
does it returns a specific number of characters from the left and if you had
characters from the left and if you had done it correctly the left is this side
done it correctly the left is this side so if you had done the string first and
so if you had done the string first and you said you want three the result would
you said you want three the result would be t a b there's also one called right
be t a b there's also one called right and that would come from the other end
and that would come from the other end and go eau so that's where these answers
and go eau so that's where these answers came from question 19 how do you handle
came from question 19 how do you handle null and other special values tableau is
null and other special values tableau is unable to plot null values or zeros or
unable to plot null values or zeros or negative values on a logarithmic axis
negative values on a logarithmic axis and so it will display an indicator in
and so it will display an indicator in the lower right corner which looks like
the lower right corner which looks like this
this telling you that is unable to draw those
telling you that is unable to draw those two points
two points so when you click on the indicator you
so when you click on the indicator you can choose from the following first you
can choose from the following first you can choose to filter the data which will
can choose to filter the data which will exclude the null values from the
exclude the null values from the visualization or you can click show data
visualization or you can click show data at the default position so we'll look at
at the default position so we'll look at both of these
both of these so you click on your indicator and it
so you click on your indicator and it will say what do you want to do with
will say what do you want to do with these two values if we click filter the
these two values if we click filter the data then you can see that it has
data then you can see that it has filtered those that blank space and
filtered those that blank space and drawn a line connecting
drawn a line connecting those dates in between even though there
those dates in between even though there is no point for the 29th or the 30th it
is no point for the 29th or the 30th it goes straight from the 28th to the 31st
goes straight from the 28th to the 31st so what's happening on our visualization
so what's happening on our visualization is it's adding this filter if we press
is it's adding this filter if we press the back button we see that filter
the back button we see that filter disappears if we come down and select
disappears if we come down and select filter the data it adds a filter here
filter the data it adds a filter here that then
only includes non-null values so those are all removed from our
so those are all removed from our visualization and up to this point you
visualization and up to this point you can see that we have one point per day
can see that we have one point per day the 21st the 22nd the 23rd 24th but then
the 21st the 22nd the 23rd 24th but then when we get to the 28th we don't have a
when we get to the 28th we don't have a 29th or 30th and it just draws that line
29th or 30th and it just draws that line to the 31st
to the 31st assuming
assuming that during that time period
that during that time period what we want is a straight line now the
what we want is a straight line now the other option would be
other option would be we could also make the assumption that
we could also make the assumption that whenever there is a null value that
whenever there is a null value that actually means zero sales have happened
actually means zero sales have happened during that time so that's when you
during that time so that's when you would click show data at default
would click show data at default position
position and now it draws those two points
and now it draws those two points at the zero line
at the zero line and when you hover it still shows sales
and when you hover it still shows sales null
null so then when you hover here you can see
so then when you hover here you can see the actual amount for sales during that
the actual amount for sales during that time
time so if a null in your data means zero
so if a null in your data means zero then show a default position is good for
then show a default position is good for you and if it doesn't necessarily mean
you and if it doesn't necessarily mean zero
zero then you can
then you can filter the data or you can leave it
filter the data or you can leave it disconnected like this
disconnected like this question 20 find the top product
question 20 find the top product subcategories by sales within each
subcategories by sales within each delivery method which subcategory is
delivery method which subcategory is ranked number two for first class ship
ranked number two for first class ship mode if you'd like to pause the video
mode if you'd like to pause the video and work on this on your own and then
and work on this on your own and then see if
see if what you did matches what we did then
what you did matches what we did then you're welcome to now at this time and
you're welcome to now at this time and comment below what your answer is
comment below what your answer is okay
okay so we want to know by subcategory
so we want to know by subcategory and by ship mode
and by ship mode which
which subcategory ranks the highest for each
subcategory ranks the highest for each ship mode so in sales so if we take
ship mode so in sales so if we take sales onto the visualization we can see
sales onto the visualization we can see that by the ship mode
that by the ship mode it's already split up and we could see
it's already split up and we could see that
that maybe this one for standard class it
maybe this one for standard class it would be chairs you can kind of look
would be chairs you can kind of look through and kind of oh it's not chairs
through and kind of oh it's not chairs chairs isn't number one because we have
chairs isn't number one because we have this one it's phones so to make it
this one it's phones so to make it easier we're going to
easier we're going to change some of sales to a rank table
change some of sales to a rank table calculation so we're going to come here
calculation so we're going to come here and click add table calculation
and click add table calculation and we're going to change the
and we're going to change the calculation type to rank
calculation type to rank and it's going to rank them
and it's going to rank them in order
in order of sales
of sales so but we right now we can see that it's
so but we right now we can see that it's highlighting that's called calculation
highlighting that's called calculation assistance helping us understand
assistance helping us understand how it's ranking us so if i and select
how it's ranking us so if i and select calculation assistance then it gets rid
calculation assistance then it gets rid of it but you can see right now it's
of it but you can see right now it's ranking it
ranking it across the table so it says accessories
across the table so it says accessories has most sales in standard class then
has most sales in standard class then second class then first class then same
second class then first class then same day
day and that's not what we want to see we
and that's not what we want to see we want to see it up and down
want to see it up and down we want to see for first class which
we want to see for first class which subcategory has the highest sales and
subcategory has the highest sales and second highest sales so let's turn back
second highest sales so let's turn back on our calculation assistance and we're
on our calculation assistance and we're going to click table down
going to click table down you can see now it's going up and down
you can see now it's going up and down within first class what are all the
within first class what are all the subcategories ranked so that's what we
subcategories ranked so that's what we want now as soon as you click things in
want now as soon as you click things in the table calculation it applies it over
the table calculation it applies it over here so you don't have an ok button
here so you don't have an ok button so you can just close that out
so you can just close that out and you can see now we have a rank up
and you can see now we have a rank up and down
and down for the subcategory so back to the
for the subcategory so back to the question was which subcategory is ranked
question was which subcategory is ranked second for first class ship mode here's
second for first class ship mode here's first class let's find number two it's
first class let's find number two it's chairs
chairs question number 21 find the customer
question number 21 find the customer with the lowest overall profit what is
with the lowest overall profit what is his slash her profit ratio let's go
his slash her profit ratio let's go ahead and build this visualization
customer profit and we're going to
and we're going to bring all of our customers on
bring all of our customers on and then we're going to bring on profit
let's do it as a visualization so i'll bring it on to columns
bring it on to columns and then let's sort smallest to biggest
and then let's sort smallest to biggest so cindy stewart
so cindy stewart is the one who has our lowest profit
is the one who has our lowest profit and now to figure out her profit ratio
and now to figure out her profit ratio we need to make a calculated field which
we need to make a calculated field which i've already made here
i've already made here so in this calculated field we take the
so in this calculated field we take the sum of profit and divided by the sum of
sum of profit and divided by the sum of sales we do this
sales we do this so that it will sum up all of the profit
so that it will sum up all of the profit per row so for cindy we want to take all
per row so for cindy we want to take all of her profit
of her profit over all of her transactions and divide
over all of her transactions and divide it by all of her sales instead of doing
it by all of her sales instead of doing it row by row profit divided by sales
it row by row profit divided by sales profit divided by sales and then summing
profit divided by sales and then summing that up at the end so
that up at the end so we'll take our profit ratio and put it
we'll take our profit ratio and put it on the label
on the label and we can see
and we can see what her profit ratio is and since it's
what her profit ratio is and since it's a ratio here i have it in a percent
a ratio here i have it in a percent if you don't have your profit ratio set
if you don't have your profit ratio set up as a percent it will look like this
up as a percent it will look like this negative 1.65 question number 22
negative 1.65 question number 22 what is the rank function in tableau we
what is the rank function in tableau we got a look at the rank function earlier
got a look at the rank function earlier when we figured out our top product
when we figured out our top product subcategories by sales and what was
subcategories by sales and what was ranked number two so
ranked number two so i'm sure you're familiar with what
i'm sure you're familiar with what ranking is which is assigning something
ranking is which is assigning something a position like first place or second
a position like first place or second place usually within a category and
place usually within a category and usually based on a measure so
usually based on a measure so tableau is able to rank in several
tableau is able to rank in several different ways where you can do
different ways where you can do rank or rank dense rake modified or rank
rank or rank dense rake modified or rank unique and we'll take a look at these
unique and we'll take a look at these individualization here and talk about
individualization here and talk about the difference but if you are asked
the difference but if you are asked about
about the rank function in tableau it's worth
the rank function in tableau it's worth bringing up that there are several
bringing up that there are several different ways to rank and going into a
different ways to rank and going into a little bit of detail on those different
little bit of detail on those different ways will be helpful for you so
ways will be helpful for you so let's
let's build off of this rank example instead
build off of this rank example instead so we're going to bring on our store and
so we're going to bring on our store and we've got store a b c d and e
we've got store a b c d and e and then we'll bring on our sales
and store a had ten dollars and e had forty dollars
forty dollars so
now let's create a calculated field we're going to
create a calculated field we're going to call it rank
call it rank we're going to do a rank calculated
we're going to do a rank calculated field
field based on sales
we're going to do a rank calculated field based on sum of sales
perfect okay
okay we'll double click on rank and we can
we'll double click on rank and we can see first place is the one who had the
see first place is the one who had the most sales and fifth place is the one
most sales and fifth place is the one with the least sales now we had a tie
with the least sales now we had a tie here at 20 and it gave them both third
here at 20 and it gave them both third place and then it skipped fourth place
place and then it skipped fourth place and went to fifth place and that's how
and went to fifth place and that's how the basic rank function works
the basic rank function works so if we duplicate it
so if we duplicate it and we edit our copy
and we're going to make this one rank dense
rank dense you know what let's do rank modified
you know what let's do rank modified second
okay and we bring on rank modified
and we bring on rank modified let's have this happen in order so sum
let's have this happen in order so sum of sales then rank then rank modified
of sales then rank then rank modified now you can see
now you can see it's similar to rank first second but
it's similar to rank first second but then it skips third and goes to fourth
then it skips third and goes to fourth and then fifth so over here it gave them
and then fifth so over here it gave them buyer number when there was a tie and
buyer number when there was a tie and over here it gave them the lower number
over here it gave them the lower number when there was a tie
when there was a tie so if you could remember that
so if you could remember that rank gives them the higher number and
rank gives them the higher number and rank modified gives them the lower
rank modified gives them the lower number that will be helpful
number that will be helpful for your interview
now we're going to take a look at rank dense
rank dense apply and rank dense doesn't skip a number so
and rank dense doesn't skip a number so it goes one two three four and it
it goes one two three four and it condenses
condenses the ranking
the ranking without any skipping any numbers
without any skipping any numbers and now let's
and now let's do our last one
which is going to be rank unique
okay and with rank unique it refuses to give
and with rank unique it refuses to give to
to the same rank
the same rank and how it determines when there is a
and how it determines when there is a tie
tie is it will look at the dimension
is it will look at the dimension that's in the visualization and do
that's in the visualization and do whichever one comes first in ascii so it
whichever one comes first in ascii so it goes one two and these are a tie and
goes one two and these are a tie and since capital b comes before
since capital b comes before lowercase c
lowercase c then it's doing b first then c
then it's doing b first then c then a
then a so in your interview it would be really
so in your interview it would be really impressive to talk about the different
impressive to talk about the different versions of ranks and how they all work
versions of ranks and how they all work question 23 how can you embed a web page
question 23 how can you embed a web page in a dashboard so we're just going to
in a dashboard so we're just going to build this and then explain it so i have
build this and then explain it so i have here my map by sales and we're going to
here my map by sales and we're going to build a dashboard
build a dashboard we'll bring on first we'll change our
we'll bring on first we'll change our layout so i can fill up the screen
layout so i can fill up the screen then let's bring on my map
and i've added the state name and the sales on the map here
sales on the map here for
for an embedded web page you can grab it
an embedded web page you can grab it from the objects section the web page
from the objects section the web page and then you could put a url right
and then you could put a url right inside of here
inside of here and then that will embed that page
and then that will embed that page underneath
underneath so if we wanted to do wikipedia or
so if we wanted to do wikipedia or something we can hit ok and it will take
something we can hit ok and it will take you to wikipedia
you to wikipedia but what we're going to do is make this
but what we're going to do is make this page dynamic based on what state you
page dynamic based on what state you select it'll look up that wikipedia page
select it'll look up that wikipedia page for that state so you could maybe look
for that state so you could maybe look at some population data
at some population data we'll close that and we'll try again
we'll close that and we'll try again we're going to bring on our web page
we're going to bring on our web page it's going to ask for a url but we're
it's going to ask for a url but we're just going to hit ok and not provide it
just going to hit ok and not provide it with a url
with a url and then we'll use this dashboard action
and then we'll use this dashboard action and create a url action
and create a url action that then contains our url
that then contains our url with our state
with our state appended at the end which is how
appended at the end which is how wikipedia formats their url so we'll hit
wikipedia formats their url so we'll hit okay
okay oh i forgot one more thing let's do it
oh i forgot one more thing let's do it on select instead of on menu so whenever
on select instead of on menu so whenever we select something it will run this
we select something it will run this okay
okay okay and now when we select texas
okay and now when we select texas it brings up the texas wikipedia page
it brings up the texas wikipedia page when we select nebraska
when we select nebraska it'll change
it'll change so the major points to know on how to
so the major points to know on how to embed a web page is you bring it in from
embed a web page is you bring it in from the objects section and then if they ask
the objects section and then if they ask how to make a dynamic you use dashboard
how to make a dynamic you use dashboard actions
actions and a url action
and a url action question 24 design a view to show
question 24 design a view to show region-wide profit and sales
region-wide profit and sales so one way you could do this is by
so one way you could do this is by bringing on region and then bringing on
bringing on region and then bringing on profit
profit and
and sales
sales and that's a pretty simple view of
and that's a pretty simple view of profit and sales by region however
profit and sales by region however one thing that interviewers may be
one thing that interviewers may be looking for when asking a question about
looking for when asking a question about region
region is your mapping capabilities in tableau
is your mapping capabilities in tableau so
so what we could do
what we could do is
is region is not a geographic location so
region is not a geographic location so it takes a little bit of creativity but
it takes a little bit of creativity but if you bring on state by double clicking
if you bring on state by double clicking it and it maps out the states
it and it maps out the states you can
you can make it a map here and it fills it in
make it a map here and it fills it in and then you can bring region onto color
and then you can bring region onto color and that splits it up by region
and that splits it up by region and then if you bring on profit
and then if you bring on profit and sales on the labels
and sales on the labels and let's also bring on the state onto
and let's also bring on the state onto labels
labels and then you can look at your profit and
and then you can look at your profit and sales inside of their regions inside of
sales inside of their regions inside of their states
their states and so um
and so um that is another view where you could
that is another view where you could look at
look at profit and sales by region and it's a
profit and sales by region and it's a little bit more
little bit more takes advantage of some of the mapping
takes advantage of some of the mapping capabilities in tableau it may be what
capabilities in tableau it may be what your interviewer is looking for so you
your interviewer is looking for so you could discuss multiple ways to look at
could discuss multiple ways to look at it but here is one way that we could
it but here is one way that we could recommend it question 25 how can you
recommend it question 25 how can you optimize the performance of a dashboard
optimize the performance of a dashboard there are multiple ways to optimize the
there are multiple ways to optimize the performance of the dashboard some of the
performance of the dashboard some of the things that you might mention is that
things that you might mention is that you could exclude any fields you're not
you could exclude any fields you're not using from your visualization just keep
using from your visualization just keep them off or you can use extract filters
them off or you can use extract filters and if you recall extract filters will
and if you recall extract filters will remove out rows of data from the extract
remove out rows of data from the extract and so only focus on the data that you
and so only focus on the data that you need another thing you can do is try and
need another thing you can do is try and limit the amount of filters that you use
limit the amount of filters that you use and when you do use filters avoid using
and when you do use filters avoid using quick filters and you can use action
quick filters and you can use action filters and parameter filters instead
filters and parameter filters instead filters cause your queries in the
filters cause your queries in the database to be a little bit more complex
database to be a little bit more complex and can keep
and can keep them from running as efficiently as they
them from running as efficiently as they could use min and max instead of average
could use min and max instead of average because average functions require more
because average functions require more processing time than min max also you
processing time than min max also you can try to use boolean and numerical
can try to use boolean and numerical calculations because computers do better
calculations because computers do better with integers and booleans than they do
with integers and booleans than they do with strings
with strings so quick things to remember is keep your
so quick things to remember is keep your data simple use fewer filters and when
data simple use fewer filters and when you do use filters use parameters or
you do use filters use parameters or actions avoid using average use min and
actions avoid using average use min and max and avoid using strings by using
max and avoid using strings by using booleans and numerical calculations
booleans and numerical calculations question 26 which visualization will be
question 26 which visualization will be used in the given scenarios here we have
used in the given scenarios here we have three scenarios of opportunities that
three scenarios of opportunities that you might want to visualize
you might want to visualize and there is no perfectly exact answer
and there is no perfectly exact answer for these but there are some
for these but there are some visualizations that tend better for
visualizations that tend better for certain types of data however there
certain types of data however there sometimes could be
sometimes could be different ways to visualize it and it
different ways to visualize it and it doesn't mean that these are the very
doesn't mean that these are the very best ways however if you want to take a
best ways however if you want to take a moment go ahead and pause the video and
moment go ahead and pause the video and go through and figure out what your
go through and figure out what your three answers are and comment below and
three answers are and comment below and we can discuss what we think the best
we can discuss what we think the best ways are so first we want to show
ways are so first we want to show aggregated sales totals across a range
aggregated sales totals across a range of product categories and subcategories
of product categories and subcategories we want to show the duration of events
we want to show the duration of events or activities and we want to show
or activities and we want to show quarter wise profit growth so to show
quarter wise profit growth so to show aggregated sales totals across a range
aggregated sales totals across a range of products subcategories and categories
of products subcategories and categories you could use a tree map the reason we
you could use a tree map the reason we bring up a tree map here is that they
bring up a tree map here is that they are known for allowing you to show a
are known for allowing you to show a visualization
visualization using hierarchies so let's take a look
using hierarchies so let's take a look at that we're going to show aggregated
at that we're going to show aggregated sales totals across a range of product
sales totals across a range of product categories and subcategories so if we
categories and subcategories so if we come here and make a sheet
come here and make a sheet and we want to see
and we want to see sales across control click
sales across control click category and subcategory and then we
category and subcategory and then we click a tree map
click a tree map what happens
what happens it's showing
it's showing it based on size and color
it based on size and color and so it shows the size the bigger the
and so it shows the size the bigger the size the more sales and the darker the
size the more sales and the darker the color the more sales and the reason we
color the more sales and the reason we choose a tree map over just a normal
choose a tree map over just a normal heat map is that
heat map is that it makes a category here so we can
it makes a category here so we can compare this box that has all the
compare this box that has all the technology in it see how all these are
technology in it see how all these are technology to this box that has all of
technology to this box that has all of the office supplies and you can quickly
the office supplies and you can quickly see the technology
see the technology has more than office supplies but you
has more than office supplies but you can also see that phones has more than
can also see that phones has more than art
art and it breaks it up as a hierarchy and
and it breaks it up as a hierarchy and breaks it up based on your sum of sales
breaks it up based on your sum of sales and question two is show duration or
and question two is show duration or events a duration of events or
events a duration of events or activities and you would use a gantt
activities and you would use a gantt chart gun charts are used to show
chart gun charts are used to show duration
duration and each of these lines
and each of these lines is a duration so it's like it's got a
is a duration so it's like it's got a start date and end date basically and it
start date and end date basically and it shows you how long everything takes and
shows you how long everything takes and the last one is to show
the last one is to show profit growth and you can use a
profit growth and you can use a waterfall chart and that looks like
waterfall chart and that looks like this where you can see how the profit
this where you can see how the profit changes across every period and if it's
changes across every period and if it's going up or down and each one of these
going up or down and each one of these show you how much up or how much down
show you how much up or how much down they go but as we said there are
they go but as we said there are potentially other answers to this
potentially other answers to this question so
question so if you have any questions about why we
if you have any questions about why we didn't say this chart or that chart go
didn't say this chart or that chart go ahead and comment below and we can start
ahead and comment below and we can start a discussion question 27 what would you
a discussion question 27 what would you do if some countries or provinces or any
do if some countries or provinces or any geographical entity is missing and
geographical entity is missing and displaying a null when you use map view
displaying a null when you use map view so when you start to map the
so when you start to map the geographical fields that you have
geographical fields that you have sometimes tableau is unable to map them
sometimes tableau is unable to map them because their locations are unknown or
because their locations are unknown or ambiguous meaning a lot of states have a
ambiguous meaning a lot of states have a city called springfield and it won't
city called springfield and it won't know where to draw that city so for
know where to draw that city so for example
example let's look at
let's look at here so we've taken city as our detail
here so we've taken city as our detail and it's drawn a lot of cities however
and it's drawn a lot of cities however it's got a lot of unknown values here so
it's got a lot of unknown values here so if this question comes up you've got to
if this question comes up you've got to remember these three things you can edit
remember these three things you can edit locations filter the data or show data
locations filter the data or show data at default position
at default position edit locations allows you to correct the
edit locations allows you to correct the locations
locations by putting in their unique names i'll
by putting in their unique names i'll show you an example of this filter the
show you an example of this filter the data means just keep them off of the
data means just keep them off of the view and show data default position
view and show data default position means show it at 0 zero on the map
means show it at 0 zero on the map so edit locations
so edit locations here we can say here's all of these
here we can say here's all of these cities that seem to exist
cities that seem to exist in multiple locations and we could say
in multiple locations and we could say well we know what state they're in as
well we know what state they're in as well and that should help you answer the
well and that should help you answer the question so you could choose a field
question so you could choose a field that will define the state so here we're
that will define the state so here we're saying the state is from the state field
saying the state is from the state field and we hit ok
and we hit ok and then they can draw the rest of those
and then they can draw the rest of those cities
cities sometimes you want to keep them off
sometimes you want to keep them off perhaps maybe they spelled city names
perhaps maybe they spelled city names wrong and you just want to exclude those
wrong and you just want to exclude those and the last one is show data default
and the last one is show data default position
position which is zero zero
which is zero zero 28 what is a level of detail expression
28 what is a level of detail expression a level of detail expression or an lod
a level of detail expression or an lod expression is maybe the way they will
expression is maybe the way they will present it to you and lod stands for
present it to you and lod stands for level of detail so obviously it helps
level of detail so obviously it helps you get to the level of detail that you
you get to the level of detail that you want in your visualization but it also
want in your visualization but it also is used to run complex queries at the
is used to run complex queries at the data source level instead of all in the
data source level instead of all in the tableau interface
tableau interface so we're going to take a look at an
so we're going to take a look at an example here which is adding a dimension
example here which is adding a dimension to an already
to an already calculated aggregate field in our case
calculated aggregate field in our case we're going to exclude a dimension from
we're going to exclude a dimension from a calculated field so
a calculated field so here we have
here we have a visualization that i built and right
a visualization that i built and right now it's just looking at sales by
now it's just looking at sales by category and subcategory but say we
category and subcategory but say we wanted to look at the total sales for
wanted to look at the total sales for furniture
furniture and not break it up by the subcategory
and not break it up by the subcategory so if we take off subcategory
so if we take off subcategory then we get the total sales for
then we get the total sales for furniture but if we want a side by side
furniture but if we want a side by side and so that you could see the total
and so that you could see the total sales for furniture and you can see
sales for furniture and you can see it broken up by subcategory you can use
it broken up by subcategory you can use a level of detail calculation
a level of detail calculation this i already made the field for it
this i already made the field for it i've called it exclude subcategory so
i've called it exclude subcategory so that's right here
that's right here right now it just contains sales
right now it just contains sales but we're going to use the level of
but we're going to use the level of detail calculation exclude
detail calculation exclude and we're going to tell it what to
and we're going to tell it what to exclude which is sub category and then
exclude which is sub category and then we're going to do
we're going to do sum of sales so that it will sum it up
sum of sales so that it will sum it up for us
for us and once i apply these changes it should
and once i apply these changes it should change it here and our labels
change it here and our labels perfect so now we can see that it's
perfect so now we can see that it's ignoring the fact that this is chairs
ignoring the fact that this is chairs and this is table so this is bookcases
and this is table so this is bookcases it's just doing the total for furniture
it's just doing the total for furniture and just ignoring these because we told
and just ignoring these because we told it to exclude so level of detail helps
it to exclude so level of detail helps you to be able to define the level that
you to be able to define the level that you want to in your visualization
you want to in your visualization regardless of what else exists on your
regardless of what else exists on your visualization
visualization it also moves some of the logic from
it also moves some of the logic from inside of tableau to the actual database
inside of tableau to the actual database and there are three level of detail
and there are three level of detail calculations this will be an important
calculations this will be an important thing to bring up in interviews they
thing to bring up in interviews they might give you brownie points when you
might give you brownie points when you can remember all three of the level of
can remember all three of the level of detail calculations which are
detail calculations which are we looked at exclude
but we have exclude
exclude include
include and
and fixed
fixed so include excluder pretty easy to
so include excluder pretty easy to remember and just always remember fixed
remember and just always remember fixed as well question 29 how do you calculate
as well question 29 how do you calculate daily profit measure using level of
daily profit measure using level of detail here's another opportunity for
detail here's another opportunity for you to pause the video and take a look
you to pause the video and take a look at calculating a daily profit measure
at calculating a daily profit measure using level of detail we are going to
using level of detail we are going to get started
get started profitable level of detail so we want to
profitable level of detail so we want to have a daily profit measure
have a daily profit measure and i already made a place for it profit
and i already made a place for it profit per day
per day and we want to look at the profit for a
and we want to look at the profit for a day regardless
day regardless of what else is on the visualization so
of what else is on the visualization so we're going to use a fixed
we're going to use a fixed instead of an include or an exclude
instead of an include or an exclude which will only take into account
which will only take into account whatever you put in for include or
whatever you put in for include or exclude fixed will take into account
exclude fixed will take into account everything it will ignore everything
everything it will ignore everything else on the visualization and only look
else on the visualization and only look at what's in your list here so we're
at what's in your list here so we're going to fix it by day
and you have to put a colon and we're going to do a sum of profit
and we're going to do a sum of profit for each of those days
for each of those days and close it off so now we have our
and close it off so now we have our profit per day and we'll hit okay and
profit per day and we'll hit okay and now we're going to make a kpi
now we're going to make a kpi which for our purposes if profit for a
which for our purposes if profit for a day is greater than 2000
day is greater than 2000 then that day is highly profitable if
then that day is highly profitable if it's less than zero then it's
it's less than zero then it's unprofitable otherwise it is profitable
unprofitable otherwise it is profitable so we're going to go if
so we're going to go if our profit per day
our profit per day is greater than 2000
is greater than 2000 then
we're gonna do less than or equal to zero
zero then
you always have to end with an end great
great okay
okay so now we're going to make
some visualizations and it's going to look at it by year
now it all fits in one view we um can rotate these labels to make it
can rotate these labels to make it easier to see and we're going to bring
easier to see and we're going to bring on
but now it's showing like a lot of orders and so we actually want it to be
orders and so we actually want it to be used as a measure and we're going to do
used as a measure and we're going to do account distinct
great so now we can see how many orders we're on each day
we're on each day and so that's helpful for us to see how
and so that's helpful for us to see how many orders are on this day each day but
many orders are on this day each day but we want to see
we want to see what the orders on each day that are
what the orders on each day that are highly profitable versus unprofitable
highly profitable versus unprofitable versus just profitable so we're going to
versus just profitable so we're going to use
use our level of detail
our level of detail and break it up in a different section
and break it up in a different section so we have highly profitable profitable
so we have highly profitable profitable and unprofitable let's also bring this
and unprofitable let's also bring this on to our color
on to our color highly profitable profitable and
highly profitable profitable and profitable and now we can see
profitable and now we can see that the profitable ones are going up
that the profitable ones are going up unprofitable ones seem to be going down
unprofitable ones seem to be going down in 2015 and that's nice but they are
in 2015 and that's nice but they are going up and highly profitable is not
going up and highly profitable is not very many
very many oh in this case we did area charts
oh in this case we did area charts instead of just line charts to make that
instead of just line charts to make that change you change it from automatic to
change you change it from automatic to area and that helps you see some of that
area and that helps you see some of that spatially as well comment below if you
spatially as well comment below if you were able to make this visualization on
were able to make this visualization on your own
your own question 30. how can you schedule a
question 30. how can you schedule a workbook in tableau after publishing it
workbook in tableau after publishing it so when you publish a workbook in
so when you publish a workbook in tableau if you've used an extract you're
tableau if you've used an extract you're going to need to refresh that extract so
going to need to refresh that extract so in tableau when you create a tableau
in tableau when you create a tableau data source and it's an extract version
data source and it's an extract version of the data source it will no longer
of the data source it will no longer update if the data from your database
update if the data from your database updates so somebody's made some changes
updates so somebody's made some changes to your database or your excel file and
to your database or your excel file and you want to see that in your tableau
you want to see that in your tableau visualization well you're not going to
visualization well you're not going to see it but you can see it if you make a
see it but you can see it if you make a refresh so you do that on tableau server
refresh so you do that on tableau server and you can remember that you have to
and you can remember that you have to get all the way to your data source so
get all the way to your data source so you can go to your data sources or to
you can go to your data sources or to your workbooks
your workbooks and then you look at the data source on
and then you look at the data source on your workbook and you go actions extract
your workbook and you go actions extract refresh and then you select schedule a
refresh and then you select schedule a refresh so that looks like this you can
refresh so that looks like this you can press these three dots next to it and
press these three dots next to it and click refresh extracts or you can go to
click refresh extracts or you can go to actions and then here you click schedule
actions and then here you click schedule a refresh instead of refresh now
a refresh instead of refresh now and then often times in tableau you'll
and then often times in tableau you'll have several different options you can
have several different options you can choose daily at 7am or every four hours
choose daily at 7am or every four hours if an interviewer is asking you about
if an interviewer is asking you about how to schedule a refresh it might be
how to schedule a refresh it might be worthwhile bringing up the fact that you
worthwhile bringing up the fact that you only need to schedule a refresh if you
only need to schedule a refresh if you are
are using an extract on your data source and
using an extract on your data source and then that will help them know that you
then that will help them know that you know the difference between live and
know the difference between live and extracts if they didn't ever ask that
extracts if they didn't ever ask that question
question with that we have come to the end of
with that we have come to the end of this video on the tableau crash course i
this video on the tableau crash course i hope it was useful and informative if
hope it was useful and informative if you liked it then please subscribe to
you liked it then please subscribe to our youtube channel and hit the bell
our youtube channel and hit the bell icon to stay updated with all the latest
icon to stay updated with all the latest trending technologies in case you have
trending technologies in case you have any queries related to this video then
any queries related to this video then please put it in the comments section
please put it in the comments section our team will help you address your
our team will help you address your queries thank you for watching the video
queries thank you for watching the video stay safe and keep learning
[Music] hi there if you like this video
hi there if you like this video subscribe to the simply learn youtube
subscribe to the simply learn youtube channel and click here to watch similar
channel and click here to watch similar videos turn it up and get certified
videos turn it up and get certified click here
Click on any text or timestamp to jump to that moment in the video
Share:
Most transcripts ready in under 5 seconds
One-Click Copy125+ LanguagesSearch ContentJump to Timestamps
Paste YouTube URL
Enter any YouTube video link to get the full transcript
Transcript Extraction Form
Most transcripts ready in under 5 seconds
Get Our Chrome Extension
Get transcripts instantly without leaving YouTube. Install our Chrome extension for one-click access to any video's transcript directly on the watch page.
