Tableau Full Course 2026 [FREE] | Tableau Data Visualization Course | Tableau Tutorial | Simplilearn
Chapters20
Introduces Tableau as a tool to turn plain data into visual dashboards and previews the course aim to teach data storytelling with Tableau.
A practical, hands-on tour of Tableau 2026 via Simplilearn, covering core concepts, workspace layout, data modeling, and creating dashboards, stories, and visuals from scratch.
Summary
Simplilearn’s Tableau Full Course 2026 walks you from first principles to practical mastery. The instructor walks through Tableau’s interface, data types, and the distinction between dimensions (blue pills) and measures (green pills), then shows how to build charts, dashboards, and stories with real-world data like payroll and Superstore. You’ll see step-by-step how to connect data sources (CSV, Excel), import and preview data, and transform it into interactive visuals. The video emphasizes storytelling with data—how dashboards should tell a clear narrative rather than just display numbers. It also covers key topics like data visualization fundamentals, the data warehouse vs. BI environments, and the roles of data analyst and business analyst in the workflow. The course includes hands-on practice, LMS materials, and guided demos, plus tips for working with Tableau Public vs. Tableau Desktop and how Tableau’s Show Me and Marks Card drive chart design. Expect live troubleshooting, interactive Q&A, and concrete examples (joins, relationships, unions, data modeling, and basic chart types) to solidify your understanding. The session also teases advanced topics coming up, like data blending, multiple data sources, and building a cohesive data model.
Key Takeaways
- Tableau’s interface uses blue pills for dimensions (categorical data) and green pills for measures (numerical data), which dictate how charts are built and interpreted.
- Two fundamental data preparation approaches—union (append) and join (horizontal merge)—are demonstrated, plus the concept of data modeling through relationships to avoid duplications in large datasets.
- Understanding data sources and the data source pane is crucial: you can preview, rename, and metadata-tag fields (dimensions vs measures) to shape your visuals.
- Show Me is helpful but not omnipotent; the Marks Card and manual drag-and-drop often yield more precise, customized charts.
- Tableau’s strength lies in storytelling dashboards and interactive storytelling via sheets, dashboards, and story points, enabling end-to-end narrative presentations.
- The course emphasizes practical skills: connecting to Excel/CSV, creating charts, building dashboards, and publishing to Tableau Public vs. Tableau Server for collaboration.
- Key concepts like data types, data hierarchy (discrete vs. continuous date parts), and basic chart types (bar, line, pie, map, bubble) are reinforced with hands-on exercises.
Who Is This For?
Essential viewing for data analysts, BI beginners, and Tableau newcomers who want a solid, hands-on foundation in 2026. If you’re moving from Excel or Power BI to Tableau for storytelling dashboards and real-time analysis, this course covers the basics you’ll actually use in corporate environments.
Notable Quotes
"Tableau is such a powerful tool because it helps you turn complex data into simple visual interactive report that are much easier to understand and act on."
—Intro framing of Tableau’s value and purpose.
"Dimensions are blue pills, measures are green pills—blue for categories, green for numbers; this color coding guides how you build visuals."
—Core UI principle explained.
"Show Me grabs a chart from your dimensions and measures, but the real power comes from the Marks Card and manual drag-and-drop."
—Chart building guidance.
"Data is only information if it’s structured; a CSV or table becomes data when you put it into a structured format understood by Tableau."
—Conceptual foundation for data in Tableau.
"A dashboard is a collection of charts and objects that tell a story for one business objective."
—Dashboard storytelling concept.
Questions This Video Answers
- How do I decide between using a join, union, or relationship in Tableau data modeling?
- What is the difference between Tableau Public and Tableau Desktop for beginners?
- What are blue pills and green pills in Tableau, and how do they affect chart creation?
- How can I create a dashboard and a storyboard in Tableau to tell a data-driven story?
- What is data blending in Tableau and when should I use it?
Tableau Full Course 2026Tableau workspaceTableau dimensions vs measuresTableau Show MeTableau Marks CardTableau Dashboard designTableau Data ModelingJoins vs Relationships vs UnionsTableau Public vs Tableau DesktopData visualization basics
Full Transcript
What if you could take a plain spreadsheet full of numbers and turn it into powerful dashboards that insanely shows trends, performance, and business insights? Now, that is exactly what Tableau helps you do. Hey everyone, welcome to this Tableau training course by Simply Learn. Today data is everywhere but raw data on its own does not help much unless you know how to read it, analyze it and present it very clearly. So that is where Tableau becomes such a powerful tool. It helps you turn complex data into simple visual interactive report that are much easier to understand and act on.
So in this course you will learn how to work with Tableau from the ground up. We will start with the basics like understanding the Tableau workspace, creating charts using drag and drop feature, work with dashboards and then move into joins, relationship, data modeling and advanced chart types. You will also learn how to do business style analysis using real reporting scenarios. So this course is not just about making charts. It's about learning how to tell a story with data. Let's look at the agenda for this video. First we will understand what Tableau is and why it is used.
Next, we will explore the Tableau workspace and basic chart creation. Then we'll learn how to build dashboards and use key Tableau cards. After that, we will understand joins, relationships, and data modeling. And finally, we will explore advanced charts and business analysis technique. So, without any further ado, let's get started. Here's a quick quiz question before we get started. What is the main purpose of Tableau? To edit videos, to create data visualizations and dashboard, to write programming code, or to design websites. Let me know your answers in the comment section below. Also, if you are interested in building a strong career in data analytics, I highly recommend you to check out the data analyst certification course by simply learn.
This course gives you an industry recognized master certificate. From simply along with individual certificates from Microsoft that you can showcase to potential employers. A real boost for your resume. You will master key tools like Excel, SQL, Python, Tableau, and PowerBI. work on real world projects and build practical skills and learn how to turn raw data into insights that drive better business decisions. So what are you waiting for? Hurry up and enroll now the course link is mentioned below. Okay. So here we are. So let's understand why Tableau and what are we going to cover within Tableau.
So first thing that we have to learn here is uh principles of data visualization. Why we need to do that? Before we even go ahead with that, we have to understand what is data and uh why do we need to learn Tableau when all other things are all other products are all in the market. Of course, we'll go ahead and also learn within Tableau, we'll also learn at the end that how to go ahead and create visualization, what are storytelling, how to create dashboards, what are worksheets and more. So before we go ahead and uh learn what is what here, let's have a quick set of agenda.
As soon as I receive the results from Toshar, I will share the introduction with you also and the uh introduction with you also that how many people are there and more. And uh after that first thing that we discuss is about what is data. We will uh go ahead and learn about some terminologies that we have to be clear uh before we go ahead and begin and start creating the visualizations data and few terminologies. We will we will revisit them for just once. It will not take much time here. Then we'll understand about what Tableau is and why it is needed.
What is the need there? And then we go ahead and we simply install Tableau. And uh while installing Tableau we have to understand that Tableau comes from the Salesforce that's a company and that company not only provides you Tableau it does provide multiple things. So we have to learn about that and after that we will go ahead and learn about tablo interface. After learning about the tablo interface we will import data. We'll create some charts. We'll import data and then we go ahead and we create some charts. All right. Great. So this is our today's agenda.
This is what we are going to do today. Now let's begin. information. Raw information. Display in particular order. Collection of raw information. Written text of information. Oh, very good. Raw information. Set of information. Yes. A structure and structure. Very good. It's the source of many. That's good. But what it is? Collection of row facts and figures. Right. That's how we usually define data. Right. Right. That's how we usually define it. collection of pro facts and figures. All right. So since you're saying that there's a collection of some facts and figures here. Okay. Fine. I agree.
It is just collection of facts and figures. Absolutely true. Now tell me here is this data everyone? Is this data? Yes, this is data. Absolutely right. But you said data is information. Is it giving you any information right now? No. Right. What happens once I go ahead and put this in a structure? So maybe I can go ahead and put this in a tabular structure. So it's a rows and column structure. And then I will tell you that uh this here is the product ID and uh this is the MRP and this is the MRP.
Now does this give out any information, right? So either I can go ahead and put it inside a table like this, right? Or we can simply go ahead and uh create a CSV file. Meaning we can simply go ahead and put a comma here. We can put a comma here and we can say that uh this is product ID. This is MRP. Basically it is in some kind of a structure. Right? Basically it will be in some kind of a structure. So what is data here? Data is not only the collection of facts and figures.
This should always be in a structured format. that a structured format can be a text format, a CSV format, a Tableau format, JSON format, any format. It has to be in some format and saved uh and that collection has to be saved with some objective. Meaning one organization, one department's data will should be at the one place. It should mean something. So that is data in a very simple language. And that data here can have text, it can have numbers, it can have dates, it can be binary. Okay, it can be binary too. And data is usually save and it can be saved in bits and bites.
So these are the data types that can be handled within these BI tools. These are the data types that can be handled within these VI tools. So this is data. Very good. So if that's data here why visualization why visualization is required visualization comes what see uh how does things work in real time okay when the visualization will actually be there so first here is there are three environments that uh the intelligence tools work in tab is one of the intelligent tools everyone business intelligence tools I will write that here business intelligence tools or BI tools we all heard about that these BI tools are majorly made up of three environments.
What are the three environments here? First environment here is the data warehouse. First environment is the data warehouse. Second environment is business analytics. This is where the business analysis. This is your business plannings. And the third here comes your BPM that is business process managers. Your decision makers. Okay. This then this is your decision makers. BPMs. Business process managers. Now within the data warehouse what comes in the data warehouse everyone? What's a data warehouse? Let's clear out some terminology so that it is easy for us to learn technically. What's a data warehouse? If you ever heard about that, good.
If you haven't heard about that, it's fine. What's a data warehouse? It has nothing to be uh me decision making yet. I'm simply asking about the first terminology here. Data warehouse. Have you ever heard about this word? Right. V is a store. Very good. Right. Right. How many of you use uh Gmail? How many of you use Gmail? You all have Google Drive, right? You save a lot of things in your Google Drive. What is that? So what are data warehouse? These can be your clouds. These can be your servers. Now when we talk about servers here, okay, we are talking about huge RAMs, mainframe computers.
And these servers can be onremise or these can be third party services too, right? So what is Google Drive there, one drive there? These are just hosted on clouds and servers, right? So uh these are data warehouses. These data warehouses, consider them as a large container. What a data warehouse? Data warehouses are a large container. These are hardwares guys. Okay? These are hardes. So they require hardware. So there's a huge container. Inside that huge container, this entire container is your data warehouse. All right? Now inside this data warehouse, what are they doing? They have multiple RAMs inside it.
Huge RAMs. Okay. memory storage devices and inside each RAM inside each RAM they are holding multiple tables they're holding multiple tables and these tables are connected with each other these tables are connected with each other inside each RAM huge databases are there so the uh these databases that you're looking at here okay this collection of tables this collection of tables is called as databases and these collections of tables these collections of tables here are hold inside a cloud. So what are databases everyone? Databases are collection of collection of multiple multiple tables which are connected to each other.
multiple tables connected to each other that is databases. Okay, a data warehouse is just a huge container inside that you have multiple rams or a huge warehouse actual warehouse. Okay, made up of concrete inside that you'll have RAM and uh you will have inside RAM you will have all to all databases there. Clear? What's a data warehouse now? Yes, data warehouse requires a software. Okay, I can see that uh we have not uh requires a software because see it has to be secured, right? This container or machine here has to be secured. I'll give you a very simple example.
Very simple example. All right, you own laptops, right? All of your own laptops. You have laptops. In your laptops, have you saved uh uh multiple files and folders on your drives inside your laptop? Right? You also have a 1TB hard drive with you and outside memory. Yes. Now, what happens here is if you want to go ahead now that is your hard drive. That is your hard drive. 1TB hard drive. That's an outside memory. It contains your data. How do you access that? Do you uh do you uh just open it like this like a book and you read your data inside it?
No. We connect it to the laptop and with the help of an application that is our Windows uh here right Windows operating system on the operating system we can see that correct? So we need the operating system the software to access that hardware. It is the same thing here. So instead of having the Windows OS here we have DBMS. Okay. So the software that we use here is called as RDBMS. This RDBMS this software application here will help us to access this data warehouse and clouds. All right we clear? So that we can interact with the data warehouse and cloud.
This software helps us in that. Do we understand it now? How it works? Yes. All clear. All right. You're having network issues, Priy. Okay. So, I simply said, okay, have you heard about that example hard drive example, Priy? that if you want to access your hard drive you have to connect it on your computer and if your computer has that Windows operating system any operating system then only you can read that hard drive here in the similar manner what software is required here RDBMS is required to read this database okay that's what I was telling so this becomes your hardware all right data warehouse here will be a huge warehouse with lots of RAMs inside it in inside Each time you will have databases, right?
And how this entire thing is read with the help of articles. Now what is business analysis? Business analysis here first thing that we do here is this person will be given an objective. For example, what kind of objective this person will be given. They will be given objective like go ahead and tell us I want to launch a new product in which city on which date on which month we should uh be able to launch it or they will ask that we are having too many defects on the product line. Go ahead and find out uh why are we having so many defects and how we can control them.
or you work in the insurance sector and they tell you that I we want to increase the sales by 10% next quarter. So go please tell us here how to please tell us here how to increase by 10%. Okay. So these are the objectives given to them who business analyst. All right. Now this business analyst what is the first step they will take? database management system relational database management system RDBMS that's a different part of a study okay once your objective is set everyone all right thank you Briti how they do the market research Okay, if I want to increase sales of my own organization or within my factory, I want to find out how much uh defects are going to have here.
Why would I go out and do the research? First thing that we have to first what this person will do is they will go ahead and they'll figure out what data they need. What data they need, okay? And from where they need it from where they need it. Meaning which particular department is uh from department they have to contact with to get the data. Okay. So they have to figure out that particular department and the person who holds that data. So first they have to decide that for example if I want to go ahead and increase the sales by 10% next month I need sales data for last one year and also for the last year that last year and quarter two what happened so that in this quarter two I can make sure that I have more uh sales can be done and then we need customers data.
We need all policy sold data. We need to see which employees are there, which employees we can rely on to increase the data, which employee has, how much customer base in this particular area. So all these decisions that and all these decisions how do they take it? They have to know what data they need and from where do they need it. Once they decide that based on objective this now what they will do what they will do here now they will go ahead and first thing they do is they will figure out the way to clean the data.
clean the data and load the data to the software any BI software any BI software data visualization software right so data analysis and data visualization go hand in hand and who helps this person because this person's job is to ask a correct question with the data this is the person who will decide what why and where and how to implement that any decision that is taken. So this person decides the question and what reports need to be created, what reports need to be created. This is the person who guide everything. So if this is the person who is guiding everything, who is cleaning the data, loading the data and creating reports, creating visualization?
So that is done by the data analyst. This is the data analyst. These are the beginners in the field or beginners uh there. Okay. Who join as a data analyst. These people have uh technical expertise. These people have a technical expertise here. And you must be thinking what business analyst will do. This business analyst person who uh this person should have domain knowledge and experience. Domain knowledge and experience with technical knowhow. I will say technical knowhow not the expertise but they should have technical knowhow. This is this person is a business analyst and who is a data analyst who has technical expertise and there is still new in the market.
They don't know how market works, how pharmaceutical works inside. They have no idea how this production house runs at the inside how things are sold. They don't have that much experience in the market but they do have a technical expertise and they're gaining on experience. These are the people who will go ahead and help us in creating reports first. Once they create the reports here, okay, in the guidance, they will create the data visualizations because only creating the chart is not the key. You have to learn how if this chart is correct or not. Charts are not always correct.
Reports and calculations are not always correct. So we need to go ahead and learn reports and these reports are converted into visualization. We never created direct visualization. We created the report first then we convert that into visualization. And this is the job of business analyst and data analyst together. However, if you go to a small or medium enterprise, both the jobs will be done by one person. And why we were doing all of that? Why we were doing this analysis everyone? We bought the data from here. Okay? We bought data into the data analysis software.
We cleaned the data. We made the reports. Why? Because we have to make the decisions. But we are not the ones making decision. The decision will be taken by the decision makers, business process managers. Right? So we have to submit the report there. And not only we have to submit it, we might have to go ahead and present it too. So now we will be converting all of that into a presentation. Basically we have to have a story board. They are because decisions are not made not made on data. Decisions are made on a story.
You hear a story, you take a decision. You don't see data. You don't take decision only based on data. Okay. So you should have a story that is supported by the data and that story is presented to BPMs, business process managers. Who are these people? Your CEOs, CEOs who are going to take the glass decision here. Okay. So that's how this works in real time. And uh honestly telling you 8 uh 75 70 to 80% of your time will be spent in data gathering and cleaning. Yes, that's true. You will spend 80% of your time right here.
That's it. Okay. So this is how the uh actual in reality it works. Okay. within now within the data warehouse. Uh you might have heard about Oracle have has anybody heard about Oracle or SQL servers, AWS, Azour. Have you heard about these names a lot? Right? These are all your servers and clouds. From these pe from these from these, okay, we go ahead and we fetch the data. Of course, uh most of the industry still runs on Excel. Okay, it's still it still runs on Excel. So you can have data from Excel, you can have data from CSV too.
So all of this is your wherever you get the data from. Are we clear? Are we good? Any questions? Any questions from here? Would you like to take a screenshot? All right. Should I clear this up then? Wonderful. Thank you. Here we go. Now let's go through uh now what is data visualization? When everything's said and done, last thing is visualization and presentation. So what is a visualization everyone? We cannot read data like this. But if we go ahead and present it in a picture, a nice picture, uh it's a pictorial representation we usually see.
And we say that if I create it in a pictorial manner, it will be easy to interpret and it helps us to make datadriven decisions. Completely agreed. Yes. It can help you to identify trends, patterns, outliers and get more insight rather than just looking at numbers. Now why that happens? Because your human brain is percept uh you percept the details in that way because of that. So for example, okay, you might you have been on road right? Whether you're driving, you're commuting in any way we have all seen traffic lights, correct? So what do you think is better that uh turning those traffic lights turning blue green blue sorry green red and yellow that is better or they should write properly stop go and wait which is more perceptive colors or text written text colors Right?
We go up and down these stairs. Okay? Are you ever counting and measuring your stairs or you just go up and down because you can percept the height? You can see that. Once you can see it and it is perceptible, you're good to go. So that's how the human brain works. So that is why we need to go ahead and change and represent a complex data into a visualization. Now let's see uh what I defi how I define visualization here. Okay. So to understand uh that here let's say we have a data set. Let's say we have a data set here.
So for example uh this is your student here. Okay. This is the student ids and here we have their average attendance. Okay. Here we have their average attendance. So here are the students. All right. This is their average attendance. So this is a data entry. Uh so from this data you do have some information correct. It is an informative data set. Now this is how the reports are created. This is how reports are created. Let's convert this into uh let's convert this into a graph. How do we convert this into a graph? Every graph is created between x and y axis.
We have all studied coordinates in our sixth and uh I think six between six to 8th standards. So we have x and y coordinates. So this is yaxis. This is x-axis everyone and uh yaxis here it starts with zero. We are I hope we all remember that too. Now tell me here what we keep at x-axis usually what we'll keep at x-axis here. How do we plot this report here? How do we plot this report here? What should I keep here? Attendance or a student ID on the x-axis? Student ID and we keep attendance here on Y-axis.
We keep attendance on Yaxis. Now if we are keeping attendance on y-axis and here this is how it will look like so let's say this is where I'm keeping a this is we are keeping b and this is the c person and this if this is zero if this is zero everyone then we are keeping here let's say 5 10 15 20 that's how we create Right now how now it comes down you know it all comes down to creating the chart to create the chart here let's figure out the data points where the data points will be there this is a is on 10 so this is a this is a right what we do here we match this is a we go till 10 here right we go till 10 here and we will point the data point right there Done.
B is 15. So this is B. We will go here. This is 15. We match it and we place it here. C is 9. So somewhere here it will be below 10. This is C. Somewhere it will be here. So now these are the three data points. Everyone we plotted the graph. Now it depends on us. Now it depends on us. What do we want to do with it? What do I mean by that? Now, how would you like to represent these numbers, these data points on the chart? Do you want to represent them as bars?
Do would you like to give them a shape of a bar? If not a bar, would you like to go uh simply leave them here as a circle as more uh a circle as per the magnitude of the value? Will you go ahead and leave them as a circle only? Or maybe you would like to go ahead and represent this as a line. You simply go ahead and connect them with a line. So how would you want to uh go ahead and represent this? So basically what visualization is visualization here is representing a number or number via visual indicator via visual indicators.
What are visual indicators? Visual indicators are shape, size of the shape, color of the shape, position of the shape. It can be images and icons too. And you can also go ahead and place them where place them, color them and size them. So no matter what kind of chart you create, ultimately you're doing the same thing. So technically you're representing numbers via shapes, size of the shape, color of the shape, position of the shape or instead of shape you're using images and icons. So that is data visualization. And when we represent a data like this, it does give us much more insight than just looking at numbers.
One of the best examples of this visual indicator definition is the moving chart animated chart created by professor Hans Rosnik. This chart here look very clo closely everyone look at this here observe that here we have lots of circles right here the x-axis is income yaxis is life expectancy. Now on this x-axis income here income increases from left to right and expectancy life here uh increases from uh up here increases. Each of these circles represent one country one one country each. The size of the circle represents population. Position is defining here how much is the income?
How much is the expectancy? size is defining the population here and the color of bubble is representing which continent they belong to. So there is a lot of information that is going on here a lot of information but all and other than that okay other than these uh parameters now here at the back do you see 2019 go to YouTube and type professor Hans Roink chart and you will see this demographic chart and this demographic chart moves from I think somewhere uh data they have found from 1800s or something from there till 2019 it moves It moves.
Every country will move. So this is one of the fantastic examples here. There are more examples. Okay. This data visualization is not new. It goes back to 1700s when the first time the maps were created. Okay. All the geographical maps that you see here, they are all example of data visualization. So what are the tools available here? In market, there are these tools and more. Do you know any other tools that are used for data visualization? These are some most used tools like Excel, Mattplot Lib, we you click view also, Zoho also is very popular.
We are learning Tableau. We know about PowerBI. Looker is also very popular. I'm sure you must have heard about other data visualization tools other than what I mentioned here or you might be using uh right now or you have seen somebody else using it. No, go ahead and find out. It is a quite an interesting read. Okay, a quick Google will tell you that. And uh yes these are uh that is um yash is uh the python it's a python package all right very good so here we go these are the most famous three that is for flowcharts not data visualization okay flowcharts are not data visualization flowchart picturesization of processes And that is AI tool not a software.
Huge difference. Okay everyone. So here we are. So these are the three popular ones here by BI, Tableau and click view. Most of the time you will either find a combination of BI and Tableau and either you will find a combination of Tableau and click view. Why? Because PowerBI is uh majorly used for production houses when they want to go ahead and share that with vast number of employees. So when you want to share any software with vast number of employees they use PowerBI and why because transition is easier. Now you have Tableau. Tableau is majorly used for corporate offices.
Okay. very few people will have access to that and for us is it is quite expensive right and it is a very sophisticated software to be using now it's a very sophisticated software everyone not everyone is very comfortable with Tableau to use but it is very easy to learn and it is only used in corporates uh basically whenever we are looking for any kind of a strategic dashboards or we are looking for a real time dashboard okay Taboo is known for creating realtime dashboards and storyboards. It is good with that. I'll answer that problem. Give me a moment.
Click view is same as PowerBI, right? But it is uh more into programming. Okay, you have to program a lot. So, it requires a lot of programming language and it is not that easy to create but it is uh too much technicality is there. It is not that easy to create or study as compared to PowerBI and Tableau. So let's go ahead and now look at Tableau. But before we go ahead and understand about Tableau and what we should be doing there, can you answer me this question please? It's okay. We'll try to tell you the difference.
But before I go ahead, I have the charts here. All right. So let's see here. What describes this batch best? So here okay. So few have experience with Tableau. Okay. Most of you do not have experience with Tableau. So we are going with the basics first. That's great. Now do you have any relevant experience here? So you can create simple visualization. That's very good. 88% again have absolutely no experience. Few there is one person here with who has used Stardo before. That's very good. You have to wait a little bit. Okay. To get to the relevant portion where you will be actually learning something.
Now what is your primary goal? So acquiring knowledge, getting certificate. All right. Okay. That's what we here for. If we acquire knowledge, we need the certificate and that's uh pretty clear. That's fine. All right. So here for career growth too obviously. Coming to which function you are here from so mostly are fresh. We are freshers here. Mostly are from healthcare professionals and IT. Oh very good. Good to see that. We do have product managers here. So we have a quite a diverse persona in this batch. Glad to see that we get to learn from each other.
and oh how would you like to learn here hands-on practice theory and concept uh there is no coding here and walkthroughs right we are going to apply all the three all right we're going to apply all the three so thank you very much everyone okay for sharing this with us it gives us a new insight into the batch and now we know most of us are here uh with very basic uh details here right that's good to know now we can go ahead and learn about Tableau a little bit more. So uh this thank you for the responses here and uh as you can see we have diverse persona.
Those who have a little bit of experience wait this is how we are going to learn. Okay. The few things that you need to understand here. One thing here is we will go through the concept first. Tableau is entirely based on the concept. So first we have to go through the concept. All right. After we have covered the concept after that only we will go ahead and I will show you the example. First I will show you what to do once you you will show see the example here then you will go ahead and get to do the hands-on practice and the best part about the hands-on practice here let me show you about your hands-on practice everyone you have LMS portal everyone do you have LMS portal in this LMS portal you have reference materials In the reference materials, you have instructor slides.
Okay, these are the slides that I'm using right now. Go to your LMS portal right now. And if you haven't downloaded yet these reference material, please go ahead and download that. Let me tell you why. These uh all the materials here will provide you with a lots of hands-on practice. Which materials are there which are going to provide you hands-on practice? practice project, guided practice and demos and all the data sets used in these practices are here. What are what do these uh folders have? These folders have all the PDF and word files with the guided practice with the screenshots.
So once you're done with the session, sessions hands-on practice, you go back and you practice more. For each lesson, you will find minimum three to five extra practices for each topic. Okay. So that's what we are uh so that much hands-on practice you have given here. So we will practice during the session. You will also practice after the session that to guided practice here with the solution and the questions everything is given there. So go ahead go ahead download these folders unzip these folders and explore after the session today. Okay. So is everyone able to see the reference material?
May I have a quick confirmation? Do you have the access everyone? Please confirm. If anyone is not able to see reference materials, they can contact to listen. All right. Now, next here is are we aware about session materials here? Reference materials are fixed. These are here. Okay. These are fixed. These are here. Session materials are session wise materials. Okay, this will be updated in after every session before and after every session. So whatever we use in the live session, right? Uh the session materials will be updated for that date. So go into the my classes in the my classes, go to that block, click on the block, you'll find the session material in the session material.
Okay, you have link. You cannot click on the link everyone. You have to go ahead. Uh so here you will have installation. We will have installation, payroll databases, sample supertore. You can download all the three. You can see there for okay uh right now this is for today on 11 12 13 whatever is required it's uploaded and whatever I will solve in the session that will also be uploaded there. Once you are done let me know. Is everyone able to find such materials under the live class my class as I've told you Salesforce or Tableau provides the entire BI environment.
So first thing that it provides you here okay is your Tableau servers okay it provides servers if you need uh in-house server onremise server it will provide you with that there is an online cloud that has been provided and then you have a fantastic thing that they offer us that it's a public server anyone can use that server for free by simply creating their login ID and they can use their data set and their own Tableau workbooks too so it's a fantastic option to learn everyone so They provide us with these servers and clouds. After the servers and clouds here now they will provide us with Tableau prep builder.
What is a Tableau prep builder? It's an absolutely separate set of software. This Tableau prep builder help us to do uh it will extract data from any cloud or server. Okay. It will transform mean cleans the data. Okay. Transform and cleans the data here. And then from here we can load the data to any Tableau desktop software. Okay. So from here we can load the data into the Tableau desktop here. So these are developer tools. What are we developing here? We're developing the dashboards. Now to develop the dashboards here, they provide us again with two um two applications.
First one here is the Tableau desktop. This Tableau texttop is the professional version. All right. Since it's a professional version, it requires a license. Meaning we have to buy it. We have to buy it. It is usually given by the organization you're working for, right? And other is Tableau public desktop. Tableau public desktop is always free. It is it is kept free and updated. It is always kept free and updated by So that everyone can learn that. Okay. For learning purposes, for learning purposes, for learning purposes, the Tableau desktop uh free version is there. That's why it's called as public desktop.
Anyone can use that. And uh what is the difference between the two? There is uh 95% okay 95% similarity is there in the features. Whatever features you will see that 95% similar. What changes here? This Tableau desktop can connect with Tableau prep builder. If you have a professional paid version, professional paid version, let me write paid here. If you have a professional paid version, everyone. All right. Of course, you are paying for a bookie of services, not buying license for one service. So, you can get prep builder. You can get data from prep builder. Prep builder is getting data from the server.
And you're also going ahead and publishing your data. Whatever uh you have created the dashboard, you also go ahead and you publish that to server. Once you publish that to server, what happens after that? You share it across multiple uh employees and your teammates so that they can view that particular dashboard. If they want to share it across, they can share across two. You want to collab with them, you collab with them. So Tableau server is just like your online cloud or a Google drive where you can share the file with others and uh they can share the file with you.
So Tableau server and Tableau online cloud here whatever you use right whatever you use here it will help us to share the files with others. This is in the paid version only. This is the paid version. All right. This is the paid version. And how people will view these? people will view these with the help of Tableau reader and mobile apps. So these are all the uh right part that's your now that is bought by so it's a repository it's a kind of a warehouse and server right you can call it that it's a uh you can host there you can control versions there so yes that's a server we clear right so here what are we going to work with.
So this is reader and mobile application. They can only view the data there. What are we going to work with What are we going to work with? Tap to public desktop because it's free and is meant uh it is free so that we can learn about that the free version public desktop. Very good. Now before we go ahead and I provide you link for the installation here which I've already did. Okay. Okay, let me tell you about the sub features of Tableau public and the difference between public and desktop. We do have a free license and it will always be updated.
There are few limitations to it. This is older. All right, I'm back. Okay. So, we go ahead and get files only from our system. We cannot connect with any server with Tableau Professional. Here you can have uh you have nearly more than 70 plus connectors and data sources you can connect with and whatever data we get from our files like Excel, CSV. We can only have uh 1 million rows not more than that. So these are the few limitations that we are going to have. So let's go ahead and see. Uh first let's install it.
Once we install it, first we will go through the interface and we import the data. Now I will go ahead and provide you with the link to install. Uh you do have the installation document. If you want to do it by yourself, you can do that. Yeah, go to this link everyone that I have pasted here. In this link here you will find an option. Okay, you can have your first name, last name, any email will do. Doesn't matter. Any email you can write here any personal email. Uh talking about role here you can say that you're a student.
Okay, that's it. and wherever you are currently and download the app. Once you go to download the app, okay, let me know because once you click on download the app, you will be provided with two options, Mac OS and Windows, right? It usually uh automatically understands which OS you're using. And tablet is only available for either Mac OS or Windows. And the Windows should be 10 and above, right? And with Mac OS it works with selected versions only. So either it will work I think uh with Intel and one is another I think silicon but in that also not all the versions will work.
So you have to find it out. So let me know how many of you are using Mac. If you're using Mac can you just type plus one in the chat? Anyone using MacOSS, can you please go ahead and type plus one in the chat because Tableau has a specific issues when we use it in Mac. All right, I will ask the question again. Anyone using Mac OS? If you're using Mac OS, let me know. Mac OS uh doesn't support PowerBI at all. Microsoft has not made any version of PowerBI for Mac OS. People have found illegal ways to get PowerBI there, but it violates the warranty and guarantee of Apple product also.
And Microsoft doesn't support that version of PowerBI. It's an illegal version. All right. So, I get that no one is using Mac OS then. Wonderful. Okay. So, here we go. So, since we are all using Windows, everyone once anyone clicks on download the app, uh would you like to share your screen because I already this is my company laptop. I already have Tableau installed here. Right. But after filling up the details, have you filled up the details? Right. So that no one can see your personal email ids and everything. Right. Wonderful. Okay. Can you share the screen right now, please?
I given you all the access. Yes, I can see that. I can see your screen. Let's go. Yes. Very good. Thank you very much. Uh, so now wait, wait, wait, wait, wait. Please wait. All right, everyone. Let's look at that. Do you are you looking at this green color pop-up? How many of you can see this green color pop-up? Quickly use the reaction button. Give me quick emojis of your choice. Give me quick emojis or messages. How many of you can see this green colored uh dialog box? Yes. Very good. Now, if the download has not started yet, you can find the download uh near here.
Go ahead and click on Windows. Right. Click on Windows. It's okay. I'll help you out here. Unverified download blocked. Uh can you uh open the popup here? Can you allow the popup there? You are you working on um what we say office laptop by any chance? No. Then go back. We will activate that. Uh do you see your URL is written? Yeah, I see. Yes. Yes. Go there and can you allow popup there just for this site? Right. Click done and click on Windows again. Now click go to the downloads. Click on that downloads please.
Let's see download. Download and verified file. Click on that. Now it will start download uh Melissa. Uh now that depends on your organization. All right. If they if they have given you the admin uh rights on your laptop, you can install it. All right. Otherwise, you will be blocked from the admin and mostly laptops will block the admin rights. Mostly work laptops. So you have to find it out. Go ahead download it and try to see if you are able to download it there and after download installation will be blocked. All right. So say let this downloaded.
Let me help Wanda here. So Wanda why are you saying you're not able to see that green colored one? Maybe in your case the download has automatically started. Is that the case? done. Oh, that's wonderful. Okay, so once uh everything is downloaded, everyone let me know. Okay, I I will go back here. Once everything's downloaded, let me know because download will take a little bit of time. Very good. Thank you for informing. Once your download is done, let me know, please. All right. Four to five learners here. What about others? Yes. You want to share the screen?
Go ahead. Share the screen. Very good. Very good. It's fine, man. It's okay. It will take some time. Your download hasn't started yet pretty. Oh, it is there. Oh, wonderful. Here we are. Also, check on don't send product usage data. Check on that one also. Now, please wait. Please wait. So, everyone, once the download is done, as soon as you click on it, it is the easiest installation you will ever see. Just check on both the boxes. Check on both the boxes and click on install. Click on install. And sometimes in between it might go ahead and ask you to download some extra visual uh C++ supporting files.
Right? So it will if it gives you a pop-up box saying that uh you need to download this just click accept it. Okay. Accept the terms and agreement and uh install it. It is required to run the Tableau public. Okay. Yes, this redistributable license, right? If it is not there, it will ask you to download separately. So, it gives you a popup. You accept the terms and condition and you move forward. So, this is what I'm going to help you with. I will give you the online Tableau public. All right. But this online Tableau public is going to be very different about uh very very different what I'm about to work with.
Okay. So I will provide you the link. You need to create your login ID, password then Malaysia as you sign up in on any other website. Okay. Sign up here and uh figure it out. That's what I can uh give you here. All right. So this is here uh you can go ahead and create an web author here. If you go to web authoring here you will be able it will ask you to create a sign in and with this sign in you can uh use the online tableau public. Online Tableau public will have very few features there very few features.
Okay. Are we good now? Uh however Melissa I will suggest that uh do focus on the screen too. Wonderful. Thank you very much. All right everyone. So let's uh go ahead with interface. But before I start with the interface and technicality, there are few things that I will now establish. Since we are moving into the technical part of it, now I will be slower. when I am slower. Uh okay. And if you have any doubt in between, for example, you have a doubt, you want me to uh repeat any topic there, right? Or repeat any step there, go ahead, write that in the chat box.
You can also go ahead and raise your hand. All right? And once my topic or subtopic or once I stop speaking about some topic here, I will go ahead and look in the chat. However, I will try to go and read the chats as uh frequently as possible. So, in every 5 to 10 minutes, I will be checking the chat messages too. Okay? So, in case any message is missed, it is not deliberate by mistake I might have missed it. You can copy and paste the same message again, I will make sure that your query is or your doubt is answered.
And I still remember two questions asked before that should how many BI tools we should know and what is difference between PowerBI and Tableau. remember those questions. Those questions will be answered once I conclude the today's learnings. Okay? Because that is not about Tableau uh specifically about Tableau. I All right. I hope we are good with the expectation settings here. All right. Wonderful. Thank you very much. Now I want everybody's attention on my screen here. May I have your attention please everyone? Right here. Now within your Tableau public within your Tableau public you uh this is the first interface.
In this interface here we have file data here. This is the menu bar here. And then here we have connect pane. This is called as pane. You can call it panner. Usually it is called as connect pane. After connect pane here uh this is the blank screen. Okay. Where it says open and open from Tableau public. In this blank screen here uh once we start working on Tableau file you will see files are saved here in tiles. So basically this is the recent files that you have visited. This is the recent files that you have visited or edited.
Those files will be shown here. And on the right hand side here on the right hand side here this is called as discover panel. This is called as discover panel. Okay. In this discover panel here you will find all the links all the links to Tableau public Tableau public website blogs and articles and all the articles about learning and other uh web authors out there. So whatever they are doing currently all the updates you will get here. Okay. So these are all outside links to public website that is the Oh thank you. Yes. Yes. Yes.
I got it. I changed it. Thank you for letting me know quickly. All right. Thank you very much everyone for letting me know quickly. All right. Okay. It's okay. So let's see it again. So this is here we have uh menus everyone. Then we have connect pane. What is this is called as p here p. At the center here we will go ahead and see recent files as in when we start working. This is here is your discover section. This is here. Here here is your discover section or discover panel. What do you want to call it?
What do we get here? You will go ahead and get all the website links. You will go ahead all the website links. Okay. All the public links available there. You get the service link. You'll get blogs about it and articles about it and more. So whatever updates they're having, it will be shown here in the discover section. So these are the three panels or three sections here. First let's talk about the connect section here. In this connect panel here, as we all can see right now, we are in Tableau public. Since we are in Tableau public, we have access only to the files from our system.
Now if you're working in Excel you can get a text file any database file all right or any other JSON file also can be added these are spatial and different type of files and formats can be imported right from here it is giving us the option to get it from a server. What is the server option here? This server option only includes Google Drive online data or any website data connector. Depreciated means that uh they provide the connector. Okay. But they don't update it anymore. So now we have these two working with connectors. So if you have any online data you want to connect with, you can use these connectors here.
What is a connector? Connector is like a bridge between the Tableau application and your server. It acts like a bridge between the two. It's a small application software. So these are the only options that have we have available here in the Tableau public. Now let's go ahead and connect with the data set. So you all have been provided with a payroll dot CSV. Do you have that file with you everyone? Payroll dot CSV. Do you know where it is saved? Uh say the session materials it has been provided. All right, give me a moment. Uh I will uh share it here also.
You have to give me a minute. Okay, I have to attach it here. Uh no part you cannot do that. Wait, I have to stop the screen to do that. Okay, I have to uh give me a moment everyone. Let me share the data here because there are few learners saying no right now. So give me a moment please. You cannot connect MongoDB here. Okay. Uh for that you need a professional version. Are we good? All right. All right. So, the file name is payroll database. Everyone, is that the file name? Is this the same file?
Uh, please confirm that. Yes, this is the same file we all have access to. Okay, now we are all on the same page. All right. So everyone go ahead and download that those who do not have that file before. Now I'm going to work here. That's why I first provide that session. Okay. So let's connect everyone. So just remember where it is saved. All right. So now you can see my screen here and uh what is CSV? Dot CSV is comma separated values. Okay. So this is a text file here. So go ahead and click on text file.
Everyone go ahead and click on text file. Once you're in the text file, go ahead and find go ahead and find your database. Once you found your database, go ahead and click open. Select the database CSV. You might see only payroll database written there based on the settings. What are the text files we can connect with? We can connect with txt.tab.csv.tsv. So all the text file will be visible. And now click on open. Once you click on open, try to explain in words what are you looking at. It is a very very important quality or a skill set that we should have because when you're presenting something you should be able to explain in words what is happening in front of you.
Okay. So once you click open try to write in words what are you looking at right now. Observe and write. Okay. I'll be looking forward for your responses. Do you understand the task here? After clicking on open, observe and tell me what are you looking at? What do you see on the screen after you click open? A table with data. What else? Very good. connection. Table information with data type. Yes. Very good. Descriptions are there. Summarized view of table with headers. It's not a dashboard at all. Swati, where do you find the word dashboard? See again, observe again.
Whatever you see, just explain that data table containing employee information, country wise, employee salary, column and rows. Okay, so we are not okay. Description and table with It is not a desktop either. All right. So let's click on open here. Let's explain. As soon as you click on open here, the first thing that uh we all have observed is payroll database is written here and the bottom here you can see the preview right the what you see here everyone that is looking at this is your data preview. Okay, this is just the preview of the data which is saved inside the CSV.
And if you find this payroll CSV here, it means currently this data is read by Tableau. Now Tableau is reading your data. This is the first thing that you saw. Right? Now I would like your attention here currently. Where are you? Once you click on open, observe that everyone you are in data source. You are in Tableau data source window. See that here. So which tab we are at? a data source tab here. In this data source tab here, the first thing that we have here is our menu cards again. Then there is an option to refresh your data.
You have undo and redo options also there. Now below this after left and upper corner of quick access toolbars and menu bars. Now pay attention what is happening here. This part here is your connections. What this connections is saving here? This connection is simply saving our file path. This is only saving the file path. Nothing else. It is simply saving that from where this particular name of text file is saved. It is simply saving the file path. So it is going inside that file path and now here it is giving us a list of text files.
There is a list of text files here. Okay. that inside this folder how many text files are there? So tell me uh uh now please tell me here how many of you can see more file names here. How many of you can see more file names below that you're looking at more file names here right? Why? Because inside this file path whatever folder folder you are into it they have more CV files here. However it is reading only payroll database here because you have selected payroll out of that folder but it will list everything in front of you.
Okay. So inside that folder it is picking up payroll database and currently Tableau is reading it. So this is the uh this is all this is here is the connection section here. after the connection here when Tableau is reading this. All right, can you tell me how many rows and columns we have in this data set 12 fields and 20 rows? You found it. So just above the data preview here we can see 12 fields and 20 rows. What are fields everyone? Sometimes uh fields are called as columns. All right. And we have rows. Sometimes rows are called as record.
Okay. You will also find columns are also called as attributes. Okay. So these are few terminologies that is used often attribute columns fields rows and records. Okay. So there are 12 columns and 20 rows. Fine. Now below where the 12 fields and 20 rows is written everyone. What is below here? Here we know we have a data preview. What do we have here? After you see the preview here on the left hand side this area is called as metadata. What's a metadata everyone? Information about data. Meta means information. Information about data. What type of information about data here?
What is the name of your file? Then uh it is telling you here what is the remote field name. What's a remote field name? A remote field name was written in caps. Do you see that? Written in uppercase. Remote field name. what uh what was the name of the columns written in the original file. Okay. And field name meaning that how it has cleaned and updated the name here. So if you see see the original file the original CSV contains names in caps and with the underscore sign in between. However, it has now changed the field names here updated them cleaned them.
So this is your metadata everyone. In this this metadata will change as according to what type of file you are getting in and then you have your preview but we are not able to see the entire preview here. To see the entire preview all the 12 columns here you have a small collapse and expand button. Can you collapse and expand it? See are you able to collapse and expand it? Right. Okay. Wonderful. Now once we uh collapse this here, here we have a data. Right. In this data here we can see you we have employee ID some employee data.
Here we have got employee ID, their names, we have got uh gender, their roles around uh what is their job roles, uh which department they work in, how much experience they have, which country country they currently posted in, the location details are here, their salary details, employee details, who is their manager, all the details are right And we have data of about 20 employees. Very good. And when you're looking at this data here observe observe everyone when it is name of something when it is name of something it's written ABC when there are numbers defined here it is a pound sign here if it's any um data which is location based data geographical data set okay you will see here a globe icon so go ahead and click on uh click on uh this uh icon everyone any icon H when you click there you'll realize it is about data types that which data type can tableau recognize and work with.
So you will realize that it can work with numbers whether it's a decimal number or a whole number. We can have date and time together or only date. We can also work with a string. A string means text or character. And then we have here boolean 0 and one here. It is general everyone. This is a general type. And uh Tableau is known for the geographical rows. Okay. It can recognize airport. It can also recognize a street name and a district name also. Right? And uh even an airport code which airport you are talking about.
And if this is also not working, if this is also not working here, okay, you can go ahead and create your own from any existing column. So for detailed geographical and demography analysis the Google is known uh this tableau is known for that. Now once you have this here. So this is all about this data source window. Now this is where we prep the data. This is where we prep the data. A high facasel. What exactly would you like me to repeat? Data type. data type geographical role that was the last part the geographical role here Tableau is known for geographical and demographic data analysis.
So the construction companies they those who need to use uh bridges or something else any construction part there okay and they want to do a demographic analysis or geographical analysis Tableau is preferred for that because its map are accurate and they can actually recognize individual streets and buildings too. So that's what I was telling you here. All right. Very good. Now everyone we want to create charts here right? So what we do we will go ahead and uh on the left hand bottom corner do you see uh uh go to worksheet is written a orange colored sheet one is there go ahead and click on that please go ahead and click on orange colored sheet All right.
I hope everyone is able to find it. Observe. Observe. Okay. What are we looking at? Another new interface. Yes, this is the interface where we are going to go ahead and design multiple charts and sheets. But before we do any of that, okay, first uh before we any of that, we have to understand the interface here. Now observe left hand upper corner of your screen. We have now menu items. Now here we have too many menu items here. Okay, these are called as menu dropdowns. These are called as menu drop-downs. So you have worksheet, dashboard, story, analysis, map, format and more.
Below that here, below that here we have frequently used commands. These are frequently used commands. So this is your quick access toolbar. This is your quick access toolbar. in this quick access toolbar. Okay, we have basics like red to undo options here. Okay, add uh new sheets and dashboards here, duplicate them, sort them and more. Now below this here, below this here again we will see this is your data section or data panel. Yes, observe this data panel clearly. Here you have payroll database. It is telling you that this is the data that you have imported within this Tableau workbook.
Now below this payroll database you will find all the columns listed out here. Do you see all the columns listed out here? Also observe here when you are ho uh when you're hovering the cursor over these column names all are all of these are in alphabetical order. First thing, second thing is when you hover the cursor over there, what color do you see right now? Just hover the cursor over there over the names of columns here. It's a blue color. Right? Now observe that there's a very faint gray colored line here. Do you see that?
There's a very faint gray colored line here. Below this line, below this line, if you go, it turns green. Below this line here, it is turning green. Right? So, let's understand why is this happening? Because Tableau is an intelligent software. It understands that these here are categorical variable or text values. Since they're categorical variables or name of something, date, geographical value, okay? Or name of anything that exist. This is here called as dimensions. This is here called as dimensions. Dimensions are our categorical values. And these categorical values here across tableau will always be shown in blue color.
will always be shown in blue color. Okay. Now below these dimensions, below these dimensions we have seen green color everyone right? Why these are green? Because these are numerical values. These numerical values here are called as measures. Called as measures. Why? Because these are numerical variables. These are numerical variables and numerical values. Okay. And these numerical values entire tableau will be shown in green curve. Will be shown in green curve always. Now after you have seen that observe okay do you see this uh the latitude longitude payroll database count are these part of your data source?
Have you seen these columns in the data preview? No, these here are autogenerated. These are autogenerated measures. These are autogenerated measures. Everyone okay? These measures will be generated based on what type of data you have. The moment they see any country, continent, city, state, any uh column like that, they will go ahead and figure out your latitude, longitude is required. By default, every time it is going to give you the uh number of rows in your uh data. Okay. So these are self-generated autogenerated measures. So blue are dimensions, green are always measures. So this was all about the data panel here.
Now other than this data panel here, where are we going to keep these? So now uh do you see there are many blocks here? There are many different blocks here. These blocks are called as shelves. These are called a shell. So this is column shelf. This is row shelf. Column shelf and row shelf. Okay. Similarly this is pages shelf, filters shelf. And this here is your cards. This here is your card marks card everyone. Okay. So this is filter shelf. You can call it filters card also if you want. And this this pages shelf. Now by keeping your uh dimensions and measures whether in card, shelf, pages or column and rows, we go ahead and we visualize our data in this area.
This white area, this white area here is called as canvas. This canvas is present in every sheet. And in this canvas, we can only create one chart per sheet. One chart per sheet. If you have ever worked in Excel or if you have ever worked in PowerBI or any other VA tool, usually in one single place we create a lot many charts at once right there. But in Tableau it doesn't happen like that. In one sheet we add only one chart that in this place say and this place here it is it works same. This is Y-axis.
This is X-axis. This is secondary Yaxis. This is secondary X-axis. So it works like that. simple X and Y axis that's how it works so this is your canvas everyone one chart per sheet now if you're wondering why there is only one chart per sheet here then how do we create a dashboard so that's why Tableau is called as a sophisticated software okay so I would like to uh show you here can you do you observe here all these three icons are different with a plus sign do you see can you see that here just see that do nothing Just see that.
Can you observe these three icons Do you see all the three are different? Yes. What does this mean here? It means a very simple thing. Go ahead and find this uh square with a plus sign. Go ahead find this square with a plus sign and click on the drop down everyone. So now you will realize that uh tab to here provides us individual worksheet. Individual worksheet is going to have one chart only. Then we get to add a dashboard. In that dashboard we can use all these worksheets. Then it also gives us a story board.
Okay. In that storyboard we can add worksheet and dashboard both. So Tableau here provides us different uh screens here to work. So right now let's go ahead and work with this particular canvas everyone. And the most important part for you is show me dropdown. You all have a show me dropdown opened up on the right hand side. Yes. And now remember that I have a 2025 version right? I have a 2025 version here. It's not updated yet. And you all are working on the latest 2026 version or I think the version 3 or 2025. So you all have the latest version.
So uh show me is going to look a little bit different. Okay. However, the number of charts and types of charts are similar. So in your show me here. Okay. Are you able to select any chart and create it here? Are you able to do that? Try to click on any chart. Are you able to click and create a chart here? So this is how it works. Okay. Uh uh if you go to any other tool, I will tell you I'm telling you the difference now. All right. What happens here? Switch off your show me for now.
Okay. Uh why switch off show me here? So that we have enough space to work in. Show me. uh grabs almost 80% of your sheet. So it's better you switch it off when required. We can open that up. This is why Tableau is called as an intelligence or sophisticated software because in real time first you should create a report then convert that report into a chart. So unless you're not selecting dimensions and measures it will not let you select the chart at all and it guides you that chart is good for this type of report.
It will guide you with that too. So this guidance here okay these are your visual analytical principles. These are visual analytical visual analytical principles and these principles are embedded these principles are embedded in t software. So let's go ahead and see what happens. So this is what we are going to do here everyone. Go ahead and double click on department. Go ahead and double click on department. Tell me where do you see the department what changes that you see. Once you double click on department what changes you see. Write in chat box. Observe and then write.
I'll wait for uh I'll wait for you here. Department added into row shelf. Very good. Under control Z works just controls that it is added into rows. You can see the department names. Very good. Very good everyone. So here we go ahead into data pane everyone and double click. Now when I doubleclick here it goes into rows automatically. So when you double click everyone now listen to me very carefully when you doubleclick here right it will go to it default it's default place right so we can say list of departments very good so when you doubleclick dimension what happen when you double click the dimension here it's default place is row shell it's default place is rose shell this.
Now when the department is in rows, it is all written in row wise. Correct? It is row wise here. Now go ahead and drag and drop this department into columns and see what happens. Go ahead and do that. Drag and drop this department into columns everyone. like this. Drag and drop like this. What happened? Now, now your list is not written row-wise. Now, it is not row-wise written, right? It was written in every row. Department names were written in every row. When you move department to columns, what is happening here? Now your column names are written in each column.
Okay, that's the difference. That's the difference. Uh, bring your department back to rows. Everyone go ahead. Bring your department back to rows. Bring it back to rows here. Bring it back. Are we here? Yes, it is exactly like the pivot tables in Excel. Very good. Once you're here, quickly let me know because uh I'm going a little bit slower so that we can follow along with the technical steps. Everyone drag it back here. Drag the department back here to the rows. Are we here? Once you're here, please let me know once you're uh bring the department back.
Yes. All right. Now, once we done here, go ahead and everyone double click on experience. Go ahead and double click on experience everyone and tell me where does it go. Go ahead, double click on experience and tell me where does it go. What's the default place for measure? Marks card. In which card does it go? And the marks sh in which card does it go? There are multiple cards whether it's size text which card it is going. text card and you observe one part here. So when you double click here it automatically goes to text card.
You can also see the numbers calculated here by each department. And how is it calculated that this was just experience but as soon as it came here now this sum of experience meaning when we go ahead and we double click everyone if we go ahead and we doubleclick on a measured on a measured okay it will go to text card it will go to the text card and plus by default by default by default it It will be it will sum up any measure that is there by default it will go ahead and aggregate that as sum hi ar hi all right uh so let's have a quick check on audio everyone am I properly audible am I properly audible I can do it.
How about now? Now it is better. All right. All right. So if it breaks in between now, let me know. Okay. Okay. If you are saying this one was better, this one is better. Let me check it on my end. Let me check it on my end. Okay. All right. Hello. On my end, I can hear it properly. So, uh, let me know when it breaks out again. All right. Right. I'll repeat that one now. It is better now. All right. Okay. Great. Thank you very much everyone. Okay. Moving forward here. So what is sum of sales here?
Whenever we go ahead and we add any measure inside the chart everyone by default it will add it up. For example we have 20 employees here right? uh each employee uh employee is working in multiple in one department different departments. So now when we want to go ahead and add up the experience from all the departments this is what the experience we have. So how this experience is coming up here by summing it up. So whenever we add any numerical column here it will create an aggregated report here. it will add the experience by the each department or any kind of categorical variable we place So that's how it is simply going ahead and counting uh summing up the experience.
Do we understand this part here? How this plus is coming up? Why it is summing it up? That's how Excel reports are created. Right? Very good. So on the same principle here also it will give you a report. Very good. Now once we have a report here we want to create a chart out of it. Now ch uh now here I would like to tell you something about tab to all right go to your show me here and under show me I just want we will under show me we'll select a chart right but before we select a chart here I want you to track where this sum of experience will go where does this measure go okay so go to show me everyone and click on this bar chart go ahead and click on bar chart and observe the observe where does these two are getting replaced.
Okay, go ahead and do that. Go to show me and click experience goes in columns and department in rows. Right? You for uh found out the x and y axis. Very good. Now this is what has happened here. The moment you click on the bar chart here, department will remain in rows. But experience simply uh from the labels card, text card here, it simply moved to It simply moved to columns. Right? What does that tell us here about Tableau? So in Tableau, let me uh Okay, I let me clarify this to you here. In Tableau, this marks card that you see here.
Okay, this marks card is heart of Tableau. Even show me, even show me here utilizes this marks card and nothing else to create all these different type of charts. Only this marks card is used. That is why we will use show me whenever it is required. We will go ahead and we try to master this marks card because if we can do this we can create whatever we want in Tableau because in Tableau these charts are highly custom. Uh these are highly custom charts here that we can create. Okay, major customization can happen and it looks very beautiful and informative too.
Okay, so this is where we are going to work with. So we've noticed that it has simply moved from here to here right and once it is here you all have identified it correctly that sum which is added in columns you we can see that sum currently is placed in x uh x-axis everyone this is the x-axis here right and since department is in rows currently department is placed in y-axis Meaning if you want to place anything in y-axis you will place that in rows. If you want to place anything in columns you place that if you want anything to be placed on x-axis you place it in columns.
Very clear. This is how column and rows work. They recognize x and y axis. Now answer me one thing here. Voice is low for you now. It is okay. So voice is low for few. Now why is this happening here? Oh, all right. Okay. Thank you very much, Sashar. Thank you very much for confirming that. Okay. Now, I am properly audible, right? Okay. Fine. Right. What would you wanted me to repeat here? Hi Asa. As the last part was if you will go ahead and put anything in columns, right, it will be added in the x-axis.
If you'll go ahead and put anything in rows, it will be added in y-axis. So rows adds in y-axis, columns adds in x-axis. That's it. All right. Are we good now? All right. Wonderful. Now I have a question for you. Look at this chart here. Why do we convert report to a chart everyone? To gain better insights to uh see uh more patterns here. Right? So just look at this chart here and tell me one thing. Which particular department has the lowest experience? Which particular department has the lowest experience? Finance. And very good. Yes. Can you tell me how much what's the number?
What's the number for finance? Quite difficult, right? We will try to match it here. Maybe 29 or 30, right? Or we hover the hover the cursor over here in 29. Right? Correct. Now I have a qu one more question for you. We let's say you have created this chart. You have created this report. You will send it across to your manager and would you like to add a note here to your manager that if you want to know the number, hover over each bar. Would you like to add that note that if you want to know the number, go ahead and hover over each bar and look at the number.
Do you think they are going to like that? Absolutely not. So we uh the objective is to make things easier, right? So we will go ahead and add we we add the numbers here. The numbers that we add on a chart are called as data labels. Since it is Tableau and another company we here call it mark labels. We here call it mark labels everyone. Okay. So here we call it mark labels. That's it. So these are here mark labels. Where are the mark labels available here? So go to the menu drop-down and switch on this T.
Everyone, do you see this T inside the square box? Go ahead and switch on this T. Now when you switch on this T here, you are able to see the numbers. However, few of you might not be able to see alternate numbers. Is that the case? Few of you are not able to see alternate numbers. Yes. Now, let me tell you one more thing here. Do you see that uh this space is also unused right now? We know that we can only have one chart per sheet. So, why to not use this space? And of course we want to see the numbers properly.
So now we go ahead uh where we have switched on the label right just on the right hand side here. Do you see standard drop-down? Go to the standard drop-down and click on entire view. So basically now we are saying that go ahead and show that chart in entire view. So go ahead and click on entire view. looking better. very good. Uh, one night it all depends on the size of your laptop screen. and the resolution that we have set. All right. Now, another question for you. Uh can you tell me uh which one is the second highest in experience?
Which one of the department is the second highest in experience? deceptive huh I'll tell you why the first first answer were was healthcare okay let's understand human brain how human percept anything when I asked you second highest first you went off to figure out which one is the highest so you went here and immediately when you were coming up to find out you saw healthcare which was lower than this. So the first answer was healthcare but if you scan all the bars then you will be able to see that this is automative. It is automotive right?
So rather than this uh search find and rescue how about we sort them out. If we sort them out sort the bar out it will be easier. we can immediately within a second tell us which is the highest and the lowest or the second highest or lowest right so go ahead and sort it out where is the sorting option everyone sorting option is towards the left hand side right here go ahead and sort this is your sort ascending this is your sort descending and here we are yes go ahead and sort it and let me know that yes you have found Uh hi Bhavna.
Uh is it possible for you to share the screenshot? We will reach there also Ardam. We will learn everything. Okay, we'll learn everything. uh it's uh Bhana will you be able to share the screenshot so I can see what you have added uh there. So take a screenshot, print a screen, right? Take a screenshot and then you attach go to the chat box and there is a file attachment icon here with the uh page with a dog ear. There is a icon with that. Click on that icon and attach your picture. I'll see into that.
Wire retail is 18. I have to see that. Have you added uh employee rating maybe by mistake that is also 20 it's all right fine okay share the screenshot all right okay everyone so right now what we have a chart now in this chart here do you see the sheet one this is the lowest value and this is the lowest value and visha uh after you go ahead and sort this here whether ascending or descending and you are viewing this in the entire view right if you're viewing your chart in entire view this value will be visible these are the lowest values here so if you click on ascending lowest value will be up.
If you click on descending, lowest value will be down. Go ahead and uh check it out again. I have chosen descending order. Okay. Yes. Thank you, Fzil. Okay. Do we have a chart there here? Do we are we on the same page? Do we have first chart in Tableau, everyone? How many of you have the first chart? Hi Anvesa, as I are trying to tell you here, you have skipped one step and okay, can you please go ahead and change this drop-down from a standard to entire view, please? Yes. Yes. No worries. No worries. All right.
Hey. Hi Bhavna. Same goes to you. Same goes to you. You have added continent also Bhavna. I have never asked you to add continent in the rows. If you add continent, it will go ahead and sum up continent and department. Continent and department. So of course the numbers will be different. So can you remove continent from the rows bhavnam and view it in the entire view please in the rows keep only department and please uh go ahead and change the standard drop-down into entire view once you have matched the uh example let me know so what you have done is also correct to All right.
Wonderful. Thank you. All right. So, we are moving forward everyone. Stay with me. We are going to run each and everything in here. I know it seems very basic right now and very slow but uh we are building the foundation on day one. From tomorrow we will be seeing a lot more into it but first learn how things work. Okay. Now do you see this sheet one? Have patience. We will see and learn everything. Okay. Now uh pay attention on the screen again please. May I have your attention please? Now in this screen here I want you all to go ahead and look at sheet one.
Okay, this sheet one here is our chart title. So if you want to go ahead and give a title to the chart here, we have got a chart title And what do we have here? What do we have here? Sheet one. Remember that…
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