Tableau Full Course 2026 [FREE] | Tableau Data Visualization Course | Tableau Tutorial | Simplilearn

Hey and welcome to the Tableau training course by Simply. In today's world, businesses generate massive amounts of data every day. But data by itself does not create value unless it can be understood and used effectively. Now that is why data visualization tools like Tableau have become so important. Tableau help transform raw data into meaningful charts, dashboards, and visual stories that make analysis easier and decision-m smarter. This course is designed to help you learn Tableau in a very simple and practical way. We will get started with the basics and gradually move forward with the key features used in real world business intelligence and data analysis. Along the way, you will be learning how to connect data, build visualizations, work with dashboards, and use important Tableau features to create more effective reports. So whether you are just getting started or looking to strengthen your Tableau knowledge, this course will give you a solid foundation. So first, we will understand the fundamentals of business intelligence, data visualization, and Tableau along with the different Tableau products. Next, we will be exploring the Tableau interface and learn how to connect to data sources while understanding concepts like dimension, measures, and metadata. Then, we'll also create charts and visualization using features such as mark cards, labels, colors, tool tips, and data hierarchies. After that, we'll also cover filters, dashboards, and calculated fields, including useful date functions, and logical functions. Finally, we'll also move into more advanced concepts such as parameters, sorting, sets, group, and LOD expressions. Also, if you are interested in building a strong career in data analytics, I highly recommend checking out the data analyst certification course by Simply Learn. This course offers an industry recognized master certificate from SimplyLearn along with the Microsoft certifications that can add real value to your resume. You'll be learning key tools like Excel, SQL, Python, Tableau, and PowerBI. to work on reward projects and build the practical skills needed to turn data into actionable insights. Plus, with job assist, you will get help preparing for interviews and connecting with hiring opportunities. So, if you are serious about building a career in data, this program is definitely worth exploring. So, what are you waiting for? Hurry up and enroll now. The cohosting is mentioned below. Now, before we move on, here's a quick quiz question for you. Which of the following in Tableau is mainly used to create interactive visual summaries from multiple worksheets? metadata page, dashboard, measure values or tool tip. Let me know your answers in the comment section below. In Google, if you type Tableau desktop download, okay, just type tableau desktop download. Yeah, Tableau desktop download. You type over here in Google and then you can go to uh this area this link that is download Tableau desktop. Okay, you can click the link here after typing Tableau desktop download. So just like PowerBI you are also having here uh Tableau desktop. Okay we there we had PowerBI desktop here we are having uh Tableau desktop. So if you click this link here after typing tableau desktop download tableau desktop then here you'll come to this area it says here Tableau Desktop start your free 14-day trial. Now see here I'll be telling you the difference. Okay the first difference is coming over here between the PowerBI desktop and Tableau Desktop. See PowerBI desktop as you know that it's a free tool. So it's uh uh free for the lifetime. Okay. So that's the best part of PowerBI. But Tableau Desktop is having a 14-day trial period. So after 14 days, you have to pay money. So here uh it says download free trial. Okay. Definitely we have to go for this one. Download free trial. And then when you click on that download free trial and then the free trial should get downloaded. Okay. Okay. It should get downloaded over here. Yeah. So it will take some time here. And once it get downloaded in your system then please double click that exe file and then you install. Okay. You agree to the terms and conditions and then uh you click on install and then it will get installed. Okay. So installation also will take some time. I would like to tell you one important thing here. The Tableau desktop as we know the Tableau desktop is having a uh 14-day trial period. Okay. Now the question will come that okay what should I do after 14 days? So if you are a student okay now listen to this thing very clearly. If you are a student in a university then you can get a free license for this Tableau desktop for one year. Okay. You'll be getting a one-ear free license. If you are a student or if you are a university professor. Okay. So only for these two categories there's a free license either for the university professor or for the student. So if you are a student then what you can do that simultaneously I'm not saying that you wait for 14 days and then you apply for the student license. What you can do here in Google if I let me make it bigger for you. So here you write down Tableau desktop. Yeah you see here in my case it is showing me here Tableau desktop download student. Okay. So Tableau desktop download student. If I click it then here it will take me to you I have to go to this area Tableau for student. If I click it Tableau for student. So see this is the page. If you want I can also put it in the chat window here. Yeah. So I put up the link in the chat window. You can also use this link if you are a student. And then here it says download Tableau Desktop and Tableau Prep Builder. Okay. Now what is this TLO Tableau builder that I'll be talking in the presentation here. So here it says get Tableau for free. Okay. So suppose if I click this link here then what it will ask you here it says uh full-time students at accredited credit bearing academic institutions worldwide are eligible for a free one-year license to activate Tableau Desktop and Tableau Prep. Okay. So you'll be getting the license for two products of Tableau. One is Tableau Desktop and Tableau Prep. In this training program, we'll be focusing only on Tableau Desktop. We'll not be using Tableau Prep. But it is good that you are having also Tableau Prep. Yeah. Complete the form below to confirm your eligibility and unlock your free license. You must be 16 years of age or older to request a license. So here in this form, you have to give all the details. Okay. Also here it requires your school issued email. So here if you type your email id let's say if I type my email id sami [email protected] it will not accept. Yeah because it has to be sami roia date something university uh edu or something like that. So I have to give my university email id not the common email id. Yeah general email id. Yeah yahoo mail or Gmail. So I have to give this my uh university mail ID. Yeah. date of birth, blah blah blah, school and everything. And then you it will you click this button verify student status and then the details will go to the Tableau. If required your Tableau will also ask you to uh send the uh this uh your u university ID, okay, your identity card. It will also tell you to scan that university identity card and send it to them or sometime they may say okay but I would say that today only you apply for this license okay and then you can uh uh wait for it and maybe once the new year is there then you'll be getting the license okay these are the important things okay the Tableau desktop is uh In general it is having 14 days trial period. Now see suppose if you are if you want to pay for this Tableau license definitely I'll not tell you to pay for that amount uh say pay for this Tableau desktop but uh the normal costing of Tableau desktop is around €7 or €70 per month per user basis. Yeah. So every month you have to pay $70 or €7 that's the price. Okay. So here I would say that Tableau is having some issue when I compare with PowerBI because PowerBI desktop free tool you get every month new new versions and uh you are not paying anything for that but uh Tableau Desktop you have to pay money okay but now I'll show you also show you those who are not university professors or those who are not university students what you can do that see currently If you have downloaded the latest version. So currently the version which is there for the Tableau desktop it is uh 2024. Let me show you that part. Yeah. So this is the Tableau desktop which I have already opened. Yeah. So here if I go to help and then about Tableau. So currently I'm having this today only I downloaded this latest version it is 2024 3.1 okay so uh now see what happens that suppose after 14 days if you this Tableau desktop trial will get over so what I'll suggest you that those who are not university professors or those who are not students you can first of all remove the current Tableau desktop from your system okay whatever you have installed called you remove that portion. Yeah. Uh and then again what you do you go to Google and in Google you type here Tableau desktop Tableau desktop older versions. Tableau desktop older versions. So if you type over here Tableau desktop older versions then here you can go to this area here. Yeah see Tableau is a now a uh uh say part of Salesforce company. Okay we'll talk about that part in the theory but uh here it is showing you Salesforce. So here it says downloading previous versions of Tableau desktop. So suppose if I click this thing. So here it comes to downloading previous versions of Tableau desktop or server. I'll go to this area. Go to downloads and release note. I click on this portion downloads. Now see here these are all the see the current version is 2024.3.1. Okay. If you want I can also share this link in the chat window. Yeah, if you want to come over here you can you can click the link in the chat window. So the current version is 2024.3.1. Now suppose if this version you have already installed and now it is over the trial period is over. Then you remove this version from your system from from your laptop and then you come over here to this page. You can save this page for a reference purpose. And now see it is 2024.3. If I click this one. So see in 2024.3 there are again two versions. Okay. This is the latest version 3.1 and uh that was released in November 21 and before that this new version was also there. Another version was also there that is 2024.3. So what you can do you can now come to this area in on this page and you can click this this version here 2024.3 and then you install this version the older version the next the uh next older version you install it and then again use it for 14 days okay I know that this is a tedious process but this is how you can save your money okay so otherwise if you are ready to pay $70 or €20 I don't mind but this is what I I I normally recommend uh to the participant that you can go to the next older version. So now if you download this uh version and if you use it for 14 days again you remove that version again you come to this area now you can go to 2024.2 two. Now see up till if you are going till uh let's say 2023 also this particular this version then you don't have any problem okay because normally we think that oh I if I'm going to the older version then definitely I'll be not having all the latest features but as such in Tableau this is my personal feeling that in Tableau they are not changing so much things in Tableau okay in PowerBI what happened that every version is having something new but in Tableau So the changes are not that much drastic. So even if you one by one if you go see for 2024.2 also if you click it there are so many versions. You can use this version for every version you can use it for 14 days. Okay. Likewise 2024.1 and so on. Okay. So this is how you can save your money and at least I would say that see just now you have to focus on this course. Okay. you try to have this Tableau desktop for this course. Okay. And then after the course is over, if you are in the organization and if you want to uh do something more with the Tableau then definitely you can ask your organization and they will pay the money for you. Okay. But at least just now for this course you have to go like this. Okay. Those who are not having this now this is Tableau desktop. Okay. So in case of Tableau they also have one more version uh another tool which is known as Tableau public. So suppose if I write down here Tableau public download okay Tableau public download. Now what is this Tableau public here? Tableau public remember that it's a free version. Okay. And it is free for the lifetime. Just like Tableau uh just like PowerBI desktop here they are having Tableau public. So here you don't pay anything and here you don't have any problem of trial period. Okay. So this is also another tool especially for this training I would say for especially for this training you can go for Tableau public also. Okay. So I I'll tell you what is the limitation over here definitely because whatever is free it is yeah there is no free lunch in this world as we know so whatever is free it will not have all the features but I'll tell you yeah the exact difference over here but Tableau public also uh what I I would suggest you that just now you go for Tableau desktop you use it for 14 days after 14 days if you want to still use Tableau desktop I already shown you the method of going to the older versions if not then You can come to this Tableau public and here we are having this link Tableau test uh download Tableau public if I click it. Okay. So normally here I I I think so I I'll show you exact link because somewhere you'll be finding the link here the Tableau public uh Tableau public here. Let me see. Yes, this is the Tableau public. Tableau public is a free platform to explore, create and publicly share data visualizations online with the largest repository of blah blah blah. Uh yeah, Tableau public makes data skills this thing. Okay. So this is the button tableau public may maybe you can also download this parallelly along with your Tableau desktop also because see sometimes if your Tableau desk if your Tableau desktop is over at least you are having the backup of Tableau public I would say. Yeah. So this also you download immediately. Yeah. Click on this link go to Tableau public and then definitely here also it will ask you to sign in. Yeah, here it says sign up for Tableau public. If I click it, then here I have to just I have to give here my first name, last name, email. Now see here email you can give uh your Gmail or Yahoo mail also. Okay, here they don't require a professional mail ID. So in the Tableau public you can if you want to create your account you can create your account with your Gmail ID or Yahoo mail ID or any or other general mail. Okay. So give your last name, first name, email, password, concern password and it will create a account and then from there it will start downloading. Okay maybe after you put all these details then it will show you download Tableau test download Tableau public. You click on that button and then it will download that Tableau public and then you install it. Okay. So two tools you have to install one by one today. Tableau desktop and Tableau public. Benefits of data visualization. Let us quickly see. So quick and clear understanding of the information. As I said as I mentioned earlier that whenever you see a visualization you are able to get the information very quickly and you are also able to remember that visualization. So quick and clear understanding of the information. Second benefit of data visualization is identify emerging trends and act quickly based on what we see. So this is a great benefit of data visualization identifying emerging trends. Now see whenever I'm conducting the sessions uh let's say powerba sessions or tableau sessions for the mostly for the US and Canadian participants. Yeah on another platform. So there I always give the example uh in this second point I give the example of uh India. Okay that we were I think so this also we discussed maybe in the business analytics portion also uh business analytics with Excel that after the covid two major things happened in India. First one was the digital payment. Yeah. everywhere people were just scanning the QR code or barcode and they were paying the money. Yeah, it was which was great and up till now also the things are going on very well. And the second thing was this online sessions. Yeah, especially for the universities because I was associated with many universities but I was not able to conduct the online sessions before the covid. Yeah, because there was no trend. I was I I'm not saying that there was no technology. There was no trend of conducting the online sessions in the university especially. Yeah, for this kind of simply learn courses and this this we were having the things but for university there were no online courses uh online sessions. So that also happened. Yeah. Thanks goes to COVID and uh since 20 uh 20 yeah after this covid uh I'm regularly conducting the online sessions for the students also for the university students okay up till now so that is the major thing which has happened and for the digital payment okay I always give this digital payment example even to my German colleagues also that here in Germany also still people are believing in the hard cash many people though definitely many or many of the shops they are they are taking the uh credit cards and debit cards but uh still many people they are having the uh cash okay they believe in cash even just now we are having the Christmas uh market and all those things in Christmas market I don't know hardly I have seen one or two stores uh one or two yeah shops over here in the Christmas market with their uh okay where they are accepting the uh credit cards or debit cards Otherwise it's fully on the cash. I don't know about other countries. Yeah. Whether the same thing is there but here mostly people are going for the cash. So what happened that when that covid came so it it brought many challenges. Yeah. And those who accepted those challenges and they came out with some solution they are still there in the market. Yeah. I I remember that I'm coming from uh city known as Vodra in Gujarat and uh uh earlier when I used to visit my city my state uh I used to go to some specific restaurants. Okay. Uh so uh yeah because they were famous for good food but when I went after COVID many of those my good restaurants they were closed down they were completely shut down. Okay. I don't know what was the reason but one of the reason was that what I came to know was that they did not accepted the new change. Yeah. Initially people they were not going to the restaurants. They were having everything online. Yeah. The everything was delivered. Uh but these restaurants they some of somehow they insisted that no no we should we have to uh bring here the people rather than the delivery. So those who did not accepted the change they were out of the market. And also it happened in my city that many of the new restaurants also got opened during the covid time and they are still there. Yeah. Because they accepted this new trend. Okay. So whatever this example which I'm giving here, this example also applies to us. Yeah. to our our own life that if whatever the new things which are coming in the data analytics or business analytics if we are not accepting those changes we'll be also out of the market yeah just like those restaurants so today we are talking about generative TVI tomorrow we'll be talking about something else we have to continuously learn these new tools that is what is my thing okay and I and I'm also doing the same thing yeah so emerging trends we can quickly identify with the help of data visualization and we can implement it. Then the number three is identify the relationships and patterns. So we can see that okay if our sales have gone down then why the sales have gone down what are the reasons for that lower sales so that we can easily identify with the visualization. The fourth benefit over here is share our story with others. So share our story with others. Now what is this story here? Story means we are talking about the report or the dashboard. Yeah. Now you know that in every organization everybody will not be creating the dashboard. Everybody will not be creating the PowerBI report. Few people will be creating the report and the other people will be utilizing that report. Yeah. So here sharing our story means if I create my uh report then definitely I have to share with my colleagues. So I have to share my story with other people. So in case of Tableau also I'll be showing and in Tableau uh it is little bit different compared to PowerBI. Yeah. So that also we'll discuss that where this PowerBI and Tableau are different in terms of creating the report and creating the dashboard. Okay. So when that particular topic will come up I'll tell you these differences. Number fifth is analysis at various levels of details. analysis at various levels of details means suppose if I'm having if I'm working in a MNC company so definitely I'll be having the uh we were talking about this analysis at various levels of details so we start from US from US we go to the state from state we go to the city and and within the city also we are having the various areas so we are having the postal code or pin code so we go to that area level so this is what we mean by analysis at various levels of detail and in short it is known as hierarchy key. Okay. So that is that hierarchy topic and the last point over here the last benefit is improved customer experience and engagement. Now whatever we have uh seen up till now all the benefits why we are doing all those things why we are sharing our story why we are doing the analysis at various levels of detail because we want to give the best experience to our customer. We want to make them satisfy we want or or we want to make them happy. Yeah. Because if the customers are happy, if the customers are engaged with our company, overall we are also happy. It's a win-win situation. So in general, these are the benefits of data visualization. Now I'll not talk about PowerBI just skip this thing. But what I wanted to show you here that this is the uh magic quadrant. I don't know whether you saw it in your PowerBI course. This is the magic quadrant for analytics and business intelligence platform. Now who has created this magic quadrant? The magic quadrant has been created by this company known as Gartner. Okay. So Gartner I think so you must have heard this company name. If not then I would like to uh inform you that this Gartner is a very famous research company. They are conducting lot of research over here. So they are every year they are creating their own report and then there are companies who are buying those reports. Okay, these reports are not free of cost. You have to pay for it. So here I want to highlight that what is the scenario of those various data visualization products that we are having in the market. So this is the scenario which was there in 2022. Yeah. So we'll see the scenario of 2022, 2023 and the latest scenario in 2024. So in 2022 you can see that the in this magic quadrant we are having these four quadrants. So we are having the leader section, challenger section, niche players and the visionaries. If you focus on the leader section, the leaders in this data visualization area here it is written Microsoft and then it is written here Salesforce bracket Tableau and the third leader is click I'm sure that you must have heard this click company. Click is a very famous data visualization company in US but uh they are their products are used worldwide. So click is having two products. Initially they were having click view click view and the latest product is the clicksense. Yeah. So I have also learned that tool clicksense and click view though not though I'm not using regularly here. Now here comes Microsoft. Now see I I initially told you that PowerBI is currently number one tool in the data visualization market. But now see here it is not written PowerBI. It is written here Microsoft. Why Microsoft? Why it is written Microsoft? Because definitely Microsoft is not having one tool that is PowerBI. But if I just talk about data visualization tool then the data visualization tool Microsoft is having two products. First one is Excel as we know very well and the second one is PowerBI. Okay. So Excel came almost like 30 years before or 30 35 years before. So and today also people are still using Excel for the data analysis for visualization purpose everything. So that's why here they have not specifically mentioned PowerBI but they have mentioned here Microsoft. Yeah. But overall I would say that I'll I'll repeat that sentence that PowerBI is visualization market. Then comes Tableau and then comes click and then these are the other tools. You see that I was talking about this tool micro strategy in 2022 it was in the niche player segment. Yeah. Then Google was here challenger section. Google is having Google looker studio. Initially Google changed the name to Google data studio but then last year sorry this year only they changed it to Google looker studio. So I have also learned that tool. Yeah. So see that is the advantage that I that we also all all get there. saying that if you know one tool you can learn the other tools very easily. Yeah, just remember that their look and feel effect is different and definitely some of the features which are available in PowerBI will not be available in Tableau or the features which are available in Tableau they will not be available in PowerBI. So you have to understand only those features which are not common. Now in 2023 what was the scenario? The scenario was same. Microsoft was number one, Salesforce Tableau was number two and click was number three. Yeah. Here little bit you can see that this micro strategy which was in news player now it has shifted to challengers. It shifted to challengers here in 2023. Yeah. Maybe this Alibaba also Alibaba cloud it also came over here. So some changes occurred over here. Now let us focus on 2024 the current year. So in current year you see here the scenario leader section see so many leaders are now here Microsoft Tableau click is over here Google has come now here yeah now so now I know that some of the companies have shifted to Google local studio because it is also cheaper yeah the everything comes to the price initially then we are having here Oracle and thspot. Thot is also a great is a tool famous tool. So see now you can see that Tableau is facing lot of competition here definitely it is also uh this powerb also facing competition but here all these tools are nearby tableau. Yeah. So whenever a company wants to decide which is the best tool or which is the second best tool then now company has to think over these other tools also. So that's why when I saw this this figure for the first time I was really astonished because till 2023 and 2022 you see the 2022 2023 the scenario will almost same especially for the leader section but as soon as we went to 2024 the things change here and now I don't know what will happen in 2025 maybe some other one or two tools will come over here you never know so this is what I wanted to highlight here that is uh how this data visualization market is uh is moving. So now we'll be focusing really on the topic of Tableau. Okay. So Tableau data visualization tool. Okay. And it is very popular among the users. Now what it says here Tableau allow us to evaluate raw data in the form of graphs and report. Yeah. So initially we create some some graph or some charts and then what we do then we put all those graphs and charts into one particular page and that page is known as dashboard. Okay just I would like to ask you one question here that you have all used PowerBI desktop. Okay. So I would like to ask you one question that whatever the visualizations you are creating in PowerBI desktop that whole file okay that whatever that PowerBI file that you are creating PowerBI desktop file which you are which you're creating yeah that is that is having an extension of PBXIX. So what is that PowerBI file known as? That's my question. Yeah that PowerBI file is having many pages. You must have created various pages. So what is the name given to that that whole concept of that file? Okay. What is that whole file known as? PowerBI. So it's known as report. Yeah. So that should be very clear. That whole PowerBI file which we create in the PowerBI desktop, it is known as PowerBI report. Why I'm stressing this point? Because many people they also mention it as a dashboard. that is not a dashboard. Okay. In PowerBI desktop you cannot create a dashboard and and normally the dashboard is of one page only. Dashboard will have only one page while in the PowerBI file we are creating various pages. So that is known as a report. Okay. So you should be very clear over here. Yeah. Now I would like to ask you that where we can create dashboard in PowerBI. Suppose if I want to create a dashboard in PowerBI where should I create? Okay. So now the answer for this question is this that where I can create the PowerBI dashboard. PowerBI dashboard can be created only in PowerBI services. I repeat PowerBI dashboard can only be created in PowerBI services. It cannot be created in PowerBI desktop. In PowerBI desktop, we create only PowerBI report. Yeah, that's why I asked this question. I wanted to clear this confusion. Yeah, because many people they say oh see many people they feel that dashboard and report are same. No, in case of PowerBI it is totally different. Yeah. So you must have uh yeah in your uh online session you must have been shown that how we can create a dashboard in the PowerBI services. Yeah I hope that you must have been shown this thing. Yeah how to create the dashboard in PowerBI services if I'm not wrong. Yeah that you should know the concept. Okay. So uh dashboards are always created in PowerBI services that PowerBI services as you know that it's an online platform. Okay. Where suppose if I want to uh share my uh report with my colleague then I have to uh publish that PowerBI report into the PowerBI services and then from there powerbased services I can provide the access. I can say that okay I want to give access to let's say Dsha. Okay. So I'll write down the email id of Dsha or let's say Clifton or Henry or whoever. Yeah. And then uh you'll be able to see my uh report in the thing and uh dashboard also I can create in the PowerBI services and uh what I do that from the PowerBI report I can take some few visualizations from the report and I can put it into the dashboard. Okay. So this is what is PowerBI. Okay. Now in case of Tableau in Tableau we don't have the concept of Tableau report we have the concept of in Tableau we'll be now uh mostly tomorrow onwards we'll try to see that in Tableau what happened that on one page I can create one visualization I repeat on Tableau in Tableau desktop or in Tableau public whichever you tool you use on one sheet yeah I use I can create only one visualization while in case of PowerBI in on one page you can create many visualizations. Yeah. So that is where the difference now is coming up here. Yeah. So in case of Tableau I create 10 sheets. 10 sheets means 10 visualizations let's say. And then in the T table Tableau desktop or Tableau public I'm having a separate section which is known as Tableau dashboard. So Tableau dashboard if I want to create I don't have to go to any other online platform. I can do it in the Tableau desktop or Tableau public. So in the Tableau dashboard I bring all the visualizations. Okay. And I I can put it into one place and that is what is meant by Tableau dashboard. Okay. So here this difference comes up between the between the PowerB and Tableau. Yeah. So that is what so here in case of Tableau also we'll be creating these kind of a yeah here they have used the word report but it's not actually the report it's a tableau dashboard where you can bring all the visualizations together data can be in the form of big data Hadoop SQL cloud based uh cloud data anything can be there okay and and all the data can be brought into Tableau that we'll see further in the practical part Tableau Tableau software does not require any technical or programming experience that I've already explained you earlier. Yeah, Tableau is user friendly. It is a great skill for data science applicable to any business fast and easy. Many of the things are getting repeated over here. I will skip this portion. Okay. Now what we'll do that before we go with this concept of data blending and other things now let me focus on the tableau. Okay. So if you have already downloaded the tableau and installed the tableau please open either you can open tableau desktop or tableau public or both also it's fine. So see when you open when you double click the tableau desktop you will get this kind of screen. Uh see this portion this portion here you'll not be able to see anything. Yeah, because these are the files which are already created by me. Yeah. So that's why yeah you can see that see these are some of the uh files which I which are which are created by my students in one of the university Indian university. So when I opened it uh yeah I can I can also click this this file directly and I can open this uh this tableau here. So initially in your in your case you'll not be able to see anything here. Now on the left hand side here you are having this area which is known as connect. Okay. So in the case of connect area you are having here Tableau server. So see in many of the big organizations what they do that they also purchase Tableau server. Yeah. In case of Tableau they are having two products here. Tableau server and Tableau uh online. Yeah. So suppose if I want to share my visualizations or if I want to share my Tableau file with my colleagues then I'm having two options here. Either I can purchase the uh Tableau online. Okay. Or I can purchase the Tableau server. Now if I'm working in a smaller organization, yeah, in smaller organizations the number of users will be very less. Let's say there are 10 people or 50 people let's say. So in that case I will not be able to go for Tableau server because Tableau server is very very expensive. I don't know the exact price over here but Tableau servers are very very expensive. So it is only useful for very very large organization. Yeah. Those organizations which are having some little bit of doubt about the security of their data. Yeah. and all those things for them. If they go for Tableau server then it is fine. Yeah, they can pay the money also and plus they they are having uh large number of users. So Tableau server they can buy it and then they can put all their visualizations all their data set on the Tableau server. Yeah. So if I want to connect to Tableau server I can click on it and then it will show me here the I have to write down the server name. name. I have to click on connect and then I have to give my username and password and then I can connect with the Tableau server. I can bring the data from the Tableau server. I can connect with the Tableau desktop and then I can start my visualization process here. Okay. So that is what we mean by the Tableau server here. Then we are having this portion here which is known as a to a file. So in the file we are having options like Microsoft Excel. If you're having a data set, let's say our majority of our data set are in Excel. So we'll be mostly using this button here known as Microsoft Excel. So if I click on Microsoft Excel, yeah, I'm just clicking on Microsoft Excel here. And now I can go to any of these file. I can bring the data from any of this Excel file. I can connect over here. Yeah, we'll also see further. Not now. I'm not showing you everything here just now. But I can connect any Excel file to Tableau by clicking this button. Then we are having text file either you say text file or CSV file. This is that option that we have to click. Then we are having JSON file, Microsoft text as PDF file. If you are having the data in PDF also you can connect that PDF file to Tableau and you can bring the data over here. Then spatial file I think. So spatial file is related to some geographical file I think. So I'm not uh yeah because I'm not using that file so much but yeah it is related to the geographical data and uh then we are having the statistical file. Statistical file here this is very very important option. See you must have heard about one tool one statistical tool which is known as SPSS I repeat SPSS. Yeah I have used that tool during my uh PhD work. So SPSS stands for statistical package for social science. Yeah, it's a tool from IBM and uh there you can do any kind of statistical analysis. Yeah, T test and F test and all those different kind of testing, hypothesis testing, yeah, regression analysis and correlation and all those things. So it's a very famous tool especially I know that in India it's very very famous and similar to that SPSS there is another tool which is known as SAS yeah SAS or yeah it's known yeah it is always spelled as SAS only so SAS is more famous in other countries yeah in India I'm not sure whether it is still famous but yeah SPSS in most of the universities I know that they use SPSS so suppose if you have created an SPSS file Now see SPSS is great for the statistical analysis but if you want to create visualizations then definitely you can use the tableau. So you can create a statistical file from your SPSS. Okay. And then you can connect that statistical file to Tableau by clicking this button over here. Yeah. So and I think so in PowerBI up till now what I know that in PowerBI you are not having this option to connect the SPSS file to PowerBI but in Tableau they are having this option. Yeah. Then we are having here more. More means if you if you are having something else let's say you are having XML file suppose XML your data is in XML file you can click on more and then you can connect to that particular file. Let's say XML file. Okay, you can connect over here. So these are the file options. Then come server options. So in the server we are having here Microsoft SQL server, MySQL, Oracle, Amazon Redshift. These are the standard servers which we use. But apart from that we also have here more. Okay. So suppose if I click on more, you see here there are so many options here. These are installed connectors. So see there are lot of here Alibaba, Amazon, Athena, Azure. Yeah. Cloudera, datab bricks. Yeah. Drao, Dropbox. You see many many Google. So these are various options. If you click on this more here. Yeah. And also there are some additional connectors. Yeah. There are installed connectors are 71. Additional connectors are 38. These are very specific here. uh excess denodo okay delta and many many more salesforce marketing cloud by tableau okay so there are many options here so when you click on more you get all these options here yeah so this is the Tableau desktop yeah these are the options which you get in Tableau desktop apart from that you also have here quick start okay what is this quick start here in the Quick start here it says jump start your analysis with pre-built template. So see in case of Excel also we have the templates. So if I want if I don't want to really create everything from scratch I I I I want to use some template then these templates are also available over here like Salesforce sales cloud okay budget controlling retail sales call center agent analytics you have to just connect your data with this file and then you can it will be done everything will be done. Okay. So if I click on view more, yeah, I have clicked on this view more here. And now here these are the various analysis which are already created. Yeah. Financial performance dashboard. Yeah. Salesforce data bricks. Yeah. See there are so many options here. It's a very very long list here. So you can also use this statistic uh this uh templates here. Yeah, you can use these templates over here, the ready uh the the built-in templates and you have to just connect the data and the visualizations are ready. So, this will save lot of your time. Yeah. Then there are these two sample workbooks. Okay. So, just like in if you remember that in case of PowerBI also we have one uh one sample data set button in the PowerBI if you remember. So, in case of Tableau also you are having these two data sets. One is known as supertore data set and another one is known as world indicator and plus here below it will show you the latest Tableau version. Yeah, if if you uh let's say if you're opening this tableau after 2 months suppose and in the in the next two months if one new version has come up then here it will show you that now you can download the so and so version. Okay. So here you'll be getting that information about the new version. Okay, definitely if you go to the Tableau desktop also there also you'd be getting that information but normally we we don't go to the Tableau desktop. Yeah, we we open this because today only I opened this Tableau desktop uh this tool and I saw that a new version was there. So I implemented I downloaded that new version here. Okay. So this is overview of that Tableau desktop. Let us let me show you here Tableau public. So this is Tableau public. Yeah, here it is already written Tableau public. See in Tableau desktop it will be written like this only Tableau book one. See in my case also I'm having currently the license version. So here it says Tableau license expires in 14 days because only I have installed and very soon I'll be also getting that free license for 1 year. So then I can uh yeah I can input that license code and I can get I can extend my license here. So this is when it is not written here any Tableau public then this is your Tableau desktop and now this is Tableau public. Yeah as I requested earlier that please also download this tool. Okay. Because if sometimes if the Tableau desktop is not working at least you can work with Tableau public for this particular training course I'm talking about. Here also you can see that see in the Tableau public you don't have that option of the Tableau server. So here in the Tableau public you are having all those options here. See here we don't have that option of Tableau server. You can see here there's no option of Tableau server. While in case of Tableau desktop I'm having that option. So see this is also one of the difference here. So these are the standard options here in the Tableau public XL text file, JSON file, Microsoft access, PDF, PL file, statistical file. Now see here if I'm having XML file if I'm having the data in XML I cannot connect over here with the Tableau public I can connect only these seven files here. Yeah. Then to a server in the server I'm having option of O data and more. If I click on more you see here in the Tableau public I'm having only these three connectors only three. Okay. Google Drive, O data and web data connector. That's all. I've never used this web data connector. Yeah. And O data also. I mostly use the Google drive here if I want to connect it over there. But now you see that now this is the first comparison here in the Tableau. This is my Tableau desktop. If I click on more here in the server, I see here how many? 71 + 38. Okay. So 109 connectors I'm having here. 109 in the Tableau desktop while in the Tableau public I'm having only three connectors here. So remember that Tableau public is only used for the training purpose nothing else. If you want to really use it in your organization you have to always go for the Tableau test. Yeah, because no normally in companies we are mostly connecting the data from the Tableau say from the various server either it can be SQL server or Oracle server or IBM server. Yeah, we definitely we also use the Excel files and CSV files and all those things but here in that case of Tableau public I'm not having that option of connecting to SQL server or Oracle server or IBM server. Yeah. So this is one of the major limitation here between the Tableau in the Tableau public here. What the point? So what will what I was talking here that uh you have to we'll be connecting this file here sample superto204.xls you you already downloaded uh in one of the your folder. So we'll be connecting from the folder. Okay, we cannot connect from here from the LMS. It's not possible. So in this Excel uh Tableau desktop file, I'll be clicking on Microsoft Excel. Okay, I click on Microsoft Excel here. And now I have to go to that folder. Okay, so I go to that folder. Let me go to my D drive. Okay, simply learn Tableau course data files. And here I'm having that file sample supertore 2024. You can connect that sample supertore 2024 wherever it is available. I click on open. Yeah. And now here you are having the another window. You see here now it is a different window. When we were clicking on the Excel file Microsoft Excel, that was another window. Connect window. Yeah. And now when we when we already connect that uh connected that uh sample superstore 2024 data set with this tableau now you are getting this window. So here on the top area you can see sample supertore 2024 the file name it is written below Microsoft Excel. Now in this file you are having this three sheets here. Okay there are three sheets. So we are having order sheet, people sheet and return sheet. Now let me show you that file also Excel file. So in this data set uh I'll make it bigger. Okay. So in this data set we are having various uh first of all you can see below uh in my screen on my screen that we are having these three sheets over here. Order sheet uh people sheet and return sheet. Yeah. So there are these three sheets over here. The major sheet is the order sheet. Yeah. In most of our uh this practical part we'll be using the order sheet. But just now I want to also talk about these other two sheets also. But in the order sheet you are having here various orders. Okay. So we are having here first of all columns like row id. Yeah row ID you can see that it goes till what how much 20 uh 10,000. Yeah, the number of records are 10,194. Okay, so this is the number of record that you are having in this data set. Then we are having here order ID. Order ID as you can see that it is consisting of the country country code then and this number. Okay. So this whole thing uh yes uh data is enter this is US US maybe. So then Canada date here we having order date ship date there are two dates over here date and then we are having here the ship mode. So here is ship mode and ship we are having four ship mode here say second class. So here yeah so here we are having the customer uh then we having the customer here it is then we having the sector okay country as I said Canada uh United States then we having three areas here then post code reg okay so there here we having the product uh ID here then we are having a category now this is important okay so we having three categories here furniture and technology Okay. And then after the category we are having your categories. So subcategories here it should be seven 1 2 3 4 5 6 9 10 11 12 on the top and category there. So this category then finally after the product then four sales discount and the four here. So the all this table order sheet here sheet here sheet there are four. Okay. Now see here this region column in the table you see column and same column table here. Okay. So just remember this is common table about all those customers. Now this same also point. So here you table. So now you see this object and place it over in the same object. Okay. So drop here. Okay. And here you see the table. This is known as first met. number. We also this is a single also we have a head. Okay. So it is having blue further here we have one table and here we also find this then we known as field so you next different. So this is okay. So the main number of rows 100 and Now it's having I would say that you should make 100 fields number 20 and this yellow. So now let me show you all the data from different files. So let me uh see if I can read it here. Okay. I combine this all this web and I also adding the screen which here going back to the desktop here. Let's say I strategic. So if I want to divide this column okay with the drop down here button in this customer name column and then here when I click on the drop down I'm having here options like rename copy values hide areas group describe before this option let me rename reame I'm opening metadata again met table because I want to explain here these two field name and remote field name though we having exactly the fields here. So now I'll show you one demo. So in the having a row ID now I want to change it to row number. Instead of row ID I want to change it to row number. So what I'll do here and now what I do instead of row ID I write down here row number. So see I have double click on the title row ID and I have written here row. Press enter. Press enter. And now here you can see it is now row number. I I renamed it column. Now see here is one of the first field but you see the field name it is row I now two columns here sometime if I change this uh column name then I should be knowing that what name you know what was the original column name. So original column name will always remove field. Yeah you can change this. You can change this one but you can change this one. Yeah, I can the field name also here I can change the name but I think yeah here cannot be on the remote field name this will be yeah so that is what I want the remote field name you lose your original if you go back to you can see okay ID now click on number and type here etc and now you see it is row ID okay so that the advantage that you get here okay so this is one demo here now let us come back to the customer name customer name I split this customer name two parts. So what we do? We click this drop down in the drop down. There are two options here. Split and custom split. So let first of all we'll go for split here. Split. Yeah. So click on the split button. After click on the drop down in the first name but what happens? Nothing happens. You can see that nothing happen. Now you go inside go on the extreme right of this table. You can use this right. And now here we see these two columns here. Yeah. Once in the customer column then you go on the extreme right of this table. And here you see customer one and customer name two. Yeah. See these names. Now here if I want change the title here because customer name speak one customer name P2 doesn't look good. What I can do? I can double click here. Double click and here customer same and I can remove this one. I name here I can customer name and I can remove this two. And now my splitter. So divide the splitting uh in the split also we have there options. So all like uh split by whole number and by uh characters and uh delters and all the things there are seven options in our way for splitting the column. So here how we go for the normal state. Okay. What is done the split has been done when there is a switch over here. So here we are having this space between the two column between the two. So it has done the splitting uh uh with use this concept here. So this is the sorry these are the two separate columns and remember that the columns that you are creating here it will be always shown at the end. Okay. So this is customer first name customer. Uh let me see uh maybe one for the top area. Okay here on these two columns there on the top here there's a blue line here. So what does this blue indicates? So blue indicates that all these columns are coming from data set. They're coming from the original data set. That's why youated by this problem why these two columns have been created by us. Okay. So the column created columns here that's why if you are getting confident are coming from the columns are these are created whether it is created by splitting or whether it is created by calculated field or calc. So that's why these are the two columns. So this is splitting this normal. Now another example custom print. Okay, custom print. So suppose here if you come to this letter ID if you click this order I see three parts here country ID or country short from US or CA the year year and the last digit here. Okay. So there are three parts here. Now what I want to do when I want to column I get only the initial two alphabets in that column. Okay. Okay. So if I want to function of this whole series what I do now let me go see the right hand side what happened now created here I use options so what has done at that point is your dash only But it's the object. So here I will tell. So here we having the separator that is dash. So in the use the separator I dash us. So use dash dash. Now here last or all is very first or last or all. So first you want to extract your go first. Then ask me how many columns do you require? Okay. Now if I put the then I'll be having actually two columns. One column will take the other one and you see that here. So far okay because we have column here because I use option but this one is the I said that I want see only one column I would have said and check but I look for column so I can see only one column here. Yeah. So that how you are using a custom spreading. So you can have where do you want to have the spreading first D limit last or all D limits and then finally how many columns you want to have one colum number two column three column depends on the column. Okay this is clear. So here you can do this kind of simple field are different in case of known as field but we'll be talking about this group and beans also taking the appropriate time aliases mean different names here if I click on aliases one thing ID I number down if I normally I click on instead of ship the ship have a standard class but sometimes Okay people they also write something else in standard class will be okay. So type in standard class you can see here what kind of are available here is different because different but here so we can also hide the column. Okay. Uh so let us uh that we created. So it's file 24. Okay. Open. go for the customer name. Now we can go here. Now uh some select by press button button. So please press these two buttons here. So press these buttons. Now when I go I will not take this column. I do not see here. I go for any column here. I go for product name. The product name was I do not only high option. Okay. Okay. And plus other options there. So we have whichever columns are set Okay. I don't want to hide. Okay. I click on see now my column is one of those columns. Okay. Now I have already done the now if I want to uh bring the bottom back. So I will use icon here. Okay here. So I can click on this gear icon. I click on the gear here. You see it is written show. So this is show then I can see here my column is noted but it is and now the same concept is also so this is the concept of having any issue let me The other two between remember and here then it says here double click this table. Remember that whenever you go now people stay here first. Okay. This is your join. Just join the joint four types of inner joint, left join, right and for joint show you here. Okay. In joint means it is taking only the uh post which are common between the concept of this joint. now let's understand this joint here. Okay. So here there are two here. Okay. Now the numbers of all the left. So here we all record and All the tables table which are not many table are not many. So when they walk on the table anymore. So you can see right So this one just starters Yeah. Now, my name is Yeah. Sorry. together. This is level. You see the envelope and his name is there. The name is acceleration. So if you want this All right. So, education. Malaysia. All these doctor. So yeah. So you see This is why Imagine I'm sorry. So please yeah. we also order Now I say okay and same problem here I'm telling you now with this Thank you. Uh Watch everybody here. I have watches everybody. So everything because I mean anyone And if I learn is obviously not. Okay. So you listen. Relationship. I told her again. I really created. know how different Yes. The If you just walk What are you doing? Yes. Whatever. Now prison. How are you? See next. How do I face that? foreign. pages down