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

Did you know that over 30 million people worldwide are using Tableau to turn complex data into actionable insights? From small startups to Fortune 500 companies, Tableau is helping businesses make datadriven decisions that drive growth, innovation, and efficiency. So, welcome to the Tableau Desktop Specialist Certification Training. I'm excited to guide you through this hands-on course where you will learn how to harness the power of data visualization and become proficient in using Tableau to solve real business challenges. Whether you're just starting out or looking to level up your skills, this course will give you the tools and the techniques that you need to stand out in the world of data analytics. So, first we'll start with an introduction to Tableau and explore how it's transforming industries by turning raw data into insightful visuals. Then we will dive into setting up your first Tableau project and teach the essentials while navigating the Tableau interface. Next, we will learn how to create impactful visualizations that help you tell a story with your data. Then, we will cover how to connect Tableau to different data sources for preparing your data for analysis. Then, you will get hands-on with advanced techniques like calculated fields, filters, and building interactive dashboards. We will then explore how to share your work with others by publishing and presenting your Tableau dashboards. Finally, we'll wrap up with the industry case studies demonstrating how companies are leveraging Tableau to achieve their business goals. So if you're interested in building a strong career in data analytics, I highly recommend that you check out their data analyst certification course by Simply Learn. This course gives you an industry recognized master certificate from SimplyLearn 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 projects to build practical skills and learn how to turn raw data into insights that drive better business decisions. Plus, Job Assist support will help you prepare for interviews and get noticed by top hiring companies. This course is designed to help you gain the skills and confidence needed to step into the high demand data roles. So, if you're serious about a data career, this program is definitely worth exploring. Here 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 testable 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 a 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 that Tableau desktop as we know that 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 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 Tableau Tableau prep builder that I'll be talking in the presentation here. So here it says get Tableau for free. Okay. 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 will 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 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 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 sometimes 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 $70 or $70 per month per user basis. Yeah. So every month you have to pay $70 or $70 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've 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're ready to pay $70 or €70 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 and now you can go to 2024.2. 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 happens that every version is having something new but in Tableau the changes are not that much drastic so even if you one by one if you go see for 2024.2 two 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 uh 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'll I'll show you exact link because somewhere you are 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 test 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 PowerBI 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. Which 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 uh 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 they 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. 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 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 M andC 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 hier hierarchy. 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 satisfied 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. No. 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 are 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 look studio. Initially Google changed the name to Google data studio but then last year sorry this year only they change 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 seeing 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 n 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 the everything comes to the price initially then we are having here Oracle and thspot. Thoughtspot 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 near by 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 yeah because till 2023 and 2022 you see the 2022 2023 the scenario were almost same especially for the leader section but as soon as we went to 2024 the things changed 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 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're creating yeah that is that is having an extension of PBIX. 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 Powerbase 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 tools 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 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 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. Yeah, 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 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. I have to click on connect and then I have to give my username and password and then I can connect to 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 this 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 page 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 Red Shift. 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 allol 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 a 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 supererstore 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 are 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 uh 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 today 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. Excel text file JSON file Microsoft access PDFs 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 tester. 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 supererstore 2024.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 connected that uh connected that uh sample supertore 2024 data set with this tableau now you are getting this window. So here on the top area you can see sample superers store 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 records 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 year and this number. Okay. So this whole thing is your order ID here. Yeah. Then uh yes it is containing the both the Canada uh data and the US data as I mentioned earlier. Okay. So this is US US maybe in between also there is some Canada data here. Yeah. So yeah order ID. Okay. Then we are having order date, ship date. There are two dates over here. Order date and ship date here. Then we are having here the ship mode. So here if we see the ship mode then in the ship mode we are having four ship modes here. First class, same day, second class and standard class. So four ship modes are over here. Yeah. So here we are having the customer uh ID. Then we are having the customer name. Okay. Customer name here it is combination of both first name and last name. Then we are having the segment here. Okay. segment we are having here three segments consumer segment corporate and home office then we are having here country as I said Canada and uh United States then we are having cities various cities yeah then postal code region now in region we are having here four regions central east south and west okay so there are four regions over here yeah then we are having the product uh ID. Okay. So this is the product ID here. Then we are having here category. Now this is important. Okay. So in our data we are having the three categories here. Furniture, office supplies and technology. And then after the category we are having here subcategories. So subcategories here if you count it should be 17. 1 2 3 4 5 6 7 8 9 10 10 11 12 13 14 15 16 17. Yeah. So there are 17 subcategories here. Accessories, appliances, blah blah blah. Okay. So here you can understand that there is a hierarchy. What is the hierarchy here? First of all, we are having on the top category. So there are three categories. Furniture, office, supplies and technology. Within the category we are having the subcategories. So you will see further in our visualization also we are having various subcategories. So under each category there are some subcategories and under each subcategory there are various products. Okay. So there are various product names. Here we are having the product name column the last uh one of the column here product name. So this is the hierarchy here. Category then subcategory. Below sub, below category we are having subcategory and below subcategory we are having the product. Okay. So this is what we are having here. Then finally after the product these are the various product names. Then fi uh at the end we are having these four uh columns here. Four numerical columns sales quantity discount and profit. Yeah. So these are the four numerical columns that we are having here. Sales, quantity, discount and profit. Yeah. So that will be also using. So these are all the columns which are available in your uh this uh orders table here or order sheet here. Now we go to the people sheet here. Let me make it bigger for you. People sheet. In the people sheet I'm having here managers, regional managers and the region. Okay. So there are four regional managers for four regions here. Okay. Now see here this column region column in the people's table, people's table or people sheet the region column is there west, east, central, south and the same column is also available in your orders table. I've already shown you the region column in the orders table here. Okay. So just remember that this is the common column between the two tables here. Between the people's table and the orders table there's a common column which is known as region column. Just remember this point. So this is people's table. Then comes the returns table. Returns table or return sheet. Return sheet means in this returns table it is having the details about all those order ids which are returned by the customer because they are not happy with that product. As we know that in case of Amazon there is a 30-day uh return uh return policy. So here all these uh order ids okay all these orders which have been returned by the customer their details are over here. So here there are only two columns in the returns table that is returned. Yeah. Everywhere it will be yes yes yes yes. Okay. So uh these are the return uh or say return column and the order ID column. Now see this order ID which is available in the returns table. The same order ID is also available in your orders table. Yeah, I already shown you this orders table. The order ID the second column here. So also remember the second point here that there is a common field between the orders table and the returns table and that common field is known as order ID. Yeah. So this is a common field and between the orders table and the people's table we are having the common field which is known as region field. Okay. So this is what I wanted to highlight here. I'll close this file. Don't save. Okay. So here on the left hand side now I'm back in the tableau. So on the left hand side here yeah so on the left hand side here uh you can see these uh three sheets here. Three sheets here. These are getting repeated here. Don't worry about that. But these are the three sheets here. Order sheet, people sheet and return sheet. Yeah. Now what it says here in the center area it says drag tables here to create a data model. So now I have to uh see let's say I'm having here three sheets. Now if I want to use here let's say order sheet here as a data set then I have to drag this order sheet and I have to place it over here in the center area. So now I'll request all of you to simply drag this order sheet with your mouse. Drag the order sheet and you drop it over here on this area. Okay. So, drop this order sheet. Drag it and drop it over here. So, see when you drop it over here in the middle area then you can see that now the order sheet is over here. Okay. And now here you can see the this is the table. Now see there are two tables over here. This table what you see on the left hand side here this table this is known as metadata. This table is known as metadata. Again I'm repeating what we have to done here. We have simply drag this order sheet and put it over here on the blank area. Okay. And then these things will come up here. So this first table it is known as metadata. What is metadata? Metadata in simple words it is data about data. So if I want to know that how many columns are there what are their names and then from which table they have come up then this information is available over here in this metadata. So here we are having four columns in the metadata table that is type. What is this type over here? These are the data types. Here in PowerBI also you must have gone through the data types. like text data type, date data type, time data type, whole number, decimal number, fixed decimal number. Yeah. So whatever the data types you have learned in PowerBI almost the similar data types are also available here in the Tableau. So this type means the data type column. Okay. We'll also see further this thing. Yeah, ABC I think. So in PowerB also you must have seen that ABC. ABC means the text data type. Here it is known as string data type. The name is different. In PowerBI it was known as uh text data type. Here it is known as string data type. This ABC. Yeah. While these are the icons of the date. Yeah. Because order date and ship date these are date. So these are their icons. And when you see this hashtag here, hashtag means we are talking about the numbers. Now numbers can be both whole number and decimal number. Yeah. So this is this is the symbol or icon for the uh numerical field. Okay, numerical field it can be decimal or uh whole number but the icon is same here. Then we are having the globe icon here. Globe icon means these are the geographical field. In case of PowerBI also we have the geographical field which is which are identified by the globe icon. Yeah. So country, public region, city, state, public, province, postal code. These are all the geographical field and these are already identified very well by Tableau. We don't have to do anything here. Now at the bottom area you can see there our four numerical fields as we have seen in the original data set also sales, quantity, discount and profit. Now here also we have the hashtag. Okay. Now if you see that here the colors are green color. These four hashtags are having green color. While above if you see this row id yeah row ID is also a number. So it is having a blue hashtag. So see though it is a hashtag but it is identified it is shown in two different colors. One is blue another one is the green color. So what is this blue and green? That also we'll see further. Yeah because it is indicating something over here. Yeah, they have not just made it look beautiful. Yeah, it is having some purpose here of this green color and the blue color. So that we'll see further. So here we are able to see the type then the field name. These are the field names row ID, order ID blah blah blah. Then we have the table physical table. So currently what we have done we have drag only one table and the table name is order sheet or orders table. So here everywhere you will find orders orders orders. Suppose if we will also bring very soon this people's table and then here you'll be also finding the fields of the people's table and you'll be getting you'll be also able to see here the physical table in the physical table column that is the people's table or returns table if you have if you're bringing this table over here. Yeah. Then we are having here uh remote field. So there is another column here which is known as remote field. So see remote field name if you see if you compare the field name with the remote field name column they are exactly same here row ID row ID order ID order ID order date order date. So now the question will come that why Tableau has given these different names over here. Why we are having these two separate columns though if the field names are same then what is the logic here of giving these uh two columns here. Yeah. So that also we'll see now. So this is the metadata. Okay. Metadata table here where we can get a quick overview about our data set. Just now we don't require this metadata. So if you don't want to see this metadata table, you can click this icon here. This icon, the arrow. I can click on it. And when I click on it, now it is getting collapsed. Okay. See this is that button. So click click on it and it get uh the metadata table get collapsed. Now this is our main table. Okay. So in the main table we can see all these column that we saw in the original data set also all the columns are available Okay. And their icons are also available on the top. Yeah. The globe icons ABC. Yeah. That is the text data type. So this is the data set. Now just now here how many records are shown here you can see the number of records or number of rows how many it is showing you currently here 100 rows only 100 rows okay now how many records we are actually having more than 10,000 10,100 something okay 10,200 approximately we are having records or number of rows but here it is showing you only initial 100 rows yeah so in case So PowerBI also if you remember that when we are connecting a data set and when we go to the Power Query editor window there also we can see the initial 1,000 rows not all records. Yeah. So if I want to do the data analysis here I I can see the I see definitely all the records are connected to PowerBI but in case of PowerBI it will show you initial 1,000 rows but while here in the case of Tableau it is showing you initial 100 rows only. But suppose if I want to increase this number of rows yeah I can also write down here one more zero. I write down here one more zero and press enter or play or press this button. Now it is having around 1,000 rows. Yeah, if I go down here, you see here 1,000. Okay, row ID is 1,000. But I would say that you should not make it 1,000 rows. Keep it only 100. Okay? Don't don't worry that oh only 100 rows have come over here. No, no. All the 10,000 rows have come over here. But here for the visual for the view purpose it is showing you only 100 rows but I made it to 1,000. Now just now let me make it to uh let's say I can also write down here one more zero or let me write down here 11,000. Okay let's say I want to see 11,000 rows. Let us assume that I don't know how many number of rows are available in my data set. Yeah. So I'm writing here let's say 11,000 rows. I press enter and see when I press enter here. When I press enter it is showing me here this thing. Yeah. Here it is showing me 21 fields and 10,194 rows. What is this fields? Fields means this number of columns. Either we say number of columns or number of fields. So here it is already showing me 21 fields or 21 columns. And this many number of rows are available. So here it will show me the full number of rows numbers. But when when it is showing me here below it is showing me initially 100 rows only. Yeah. So let me make it to here 100. Press enter. Okay. So now it should show me showing me here 100 rows. Okay. That is fine. So this is the data set. Okay. Now, so as I said that in case of Tableau, the Tableau desktop or Tableau public is not having all the features of data cleaning and data transformation just like PowerBI. Okay. Here we are having a separate tool which is known as Tableau prep. Let me also show you a quick overview about the Tableau prep. This is the Tableau prep builder. Okay. And I think so maybe two to three months before I had created uh this kind of data cleaning here sample. So this is the superstore data set. You see here. So see here I was having separate files. Yeah. These were separate files for south region, east region, west region, central region. Just now in the sample superto data set all the data set all the all the files have come together. Okay. But uh suppose if you are having these kind of situation where you are getting the uh the orders uh data from various regions so it'll be different files. So I can bring those uh let me see if I can make it bigger for you. Oh I don't think so. No, I think so it is not. Maybe I have to check it. But here you can see that some of the files I brought over here. Okay. I connected with the Tableau prep. Then I did some uh cleaning here. Yeah. Some fixing some dates, renaming the states. Then I I combined this all these four files into one file. Yeah. So it was it is known as a data union here. We'll also talk about this data union in your Tableau desktop. And then I did some further cleaning here. I also added this returns table. You see here there's a separate returns table here. Okay. And that is how I'm doing this data cleaning in the Tableau prep. So this is a separate tool over here. Yeah. So this is what I wanted to show you here. Another uh Yeah, I can also make Yeah. Now I can make it here bigger. Yeah. Sorry. Okay. So see this is that uh cleaning which I have done here. So here you can do many things in the Tableau prep. But if I'm coming back to this Tableau desktop here I show you some basic data cleaning which can be done over here in the Tableau desktop or Tableau public. So let's say uh I'm having this customer name over here. Okay, this is the customer name column. Now first of all if I click this ABC here ABC means text data type. If I click this ABC here I can see all the data types of uh tableau. So in the in the tableau data type we are having here decimal number whole number. Yeah just click this button any of this button. Okay. If I click this ABC button I can see here decimal number whole number date and time date string. Yeah, here it is identified string. String is tech data type. Then spatial boolean. Booleans means true and false. Then it has identified as default. Then there are also some geographical fields here. Geographical role, image ro blah blah blah. Yeah. So here it is identified it as string data type that is a text data type. Now what I want to do here I want to create here two separate columns. I want to have one column of first name and one column of last name. I don't want to have a combined column here. So if I want to divide this one column into two columns or if I want to split this one column into two column that is possible here. What I have to do? I have to click this I have to click this drop-down here. Okay, click the drop-down here is a drop-own 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 aliases, uh create calculated field, create group, split, custom split and describe. Yeah. Now before I split, before I use this split option, let me show you what is this rename here. Rename that's very clear that you can rename this thing. But let's say I'll show you one example here. Rename. Yeah. Now I'm opening this metadata again metadata table because I want to explain here that why Tableau has given you these two separate columns here field name and remote field name though they are having exactly the same fields but why these two columns are created here. So now I'll show you one demo. So here in the let's say we are having here row ID. Okay the the the original column name is 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 just like tableau uh PowerBI we can double click on that field name or column name. So here also I can double click I double click on the row ID. And now what I do instead of row ID I write down here row number. So see I double click on this title row ID and I written here row number instead of row ID. Press enter. Press enter. And now here you can see it is now row number. I have changed the I have renamed it column. Now see here it is row number. And now you see the difference here. See field name the first field name is shown as row number. But you see the remote field name it is still row ID. So now you have got that concept that why this tableau has given you two columns here because sometime if I change this uh column name then I should be knowing that what what was the original column name. Yeah. What was the original column name? So original column name will always be shown in the remote field name column. Yeah. You cannot change this one. You can change this one but you cannot change this one. Yeah. See I can double click over here. I can double click on the field name also here and I can change the name. But I think so here I cannot click. Yeah. Yeah. Here I cannot click on the remote field name. This will be permanent. Yeah. So that is the advantage that you get for the remote field name that you don't you lose your original column name. Tomorrow if you want to again go back to your original column name you can see okay huh it was row ID. So now you can again I can click on row number. I can again I can type here row ID. Row id press enter. And now you see it is row ID. Row ID. Okay. So that is the advantage that you get here. Okay. So this was one demo here. Now let us come back to the customer name. Here in the customer name I want to split this customer name into two parts. Customer first name and customer last name. So what we do? We click this drop-down and in the drop-down there are two options here. Split and custom split. So let us understand what is the difference between split and custom split. First of all we'll go for split here. Split. Yeah. So click on the split button. After clicking on the drop-down in the customer name, click on the split button. When you click on the split button, what happens? Nothing happens. You see, you can see that oh Samu nothing has happened here. But now you go to the right hand side. Go on the extreme right of this table. Yeah, you can use this uh scroll bar. Go to the extreme right. And now here you'll be able to see these two columns here. Yeah, when you once you click on the split button in the customer name column, then you go on the extreme right of this table and here you'll be able to see customer name split one and customer name split two. Yeah, see these names are given by Tableau. We have not given any name. These games are given by Tableau. Now if I want to change the title here because see customer name split one customer name split 2 doesn't look good. What I can do? I can double click over here. Double click on the title and I can write down here customer first name and I can remove the split one. I don't like split one. So see I have changed the name here change the title of the column customer first name and similarly here I can double click and I can write down here customer last name and I can remove this split two press enter and see now my columns are ready. Yeah, in case of PowerBI also we have the split button. So I can divide the splitting uh in the split also we are having there seven options I think. So in case of PowerBI uh split by whole number and then split by uh characters and uh delimiters and all those things. Yeah, there are seven options which are there in PowerBI for the splitting the column. So here this is how we go for the normal split. Now see what this split has done that here the splitting has has been done when there is a space over here. Yeah. So here we are having this space between the two columns here sorry between the two names here. So it has done the splitting uh uh yeah when there is a space here. Okay. So that is how it has used 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 customers first name customer last name uh let me see uh maybe we can do it later on also. Now one important thing here you see that on the top area you can see this blue line here. Yes there is a continuous blue line. Okay. While here on these two columns there is no blue line on the top. Yeah. Here there is a blue line. Here there is no blue line. So what does this blue line indicates? So blue line indicates that all these columns are coming from the original data set. They are coming from the original data set. That's why it is indicated by this top blue line. While these two columns have been created by us. Okay. So the columns which are created by us that is what you have also understood in this PowerBI the calculated uh column. Yeah. So these are your calculated columns. Yeah, here definitely I have not done I have not put up any function here. But still I have created this column on my own. That's why at any point of time if you are getting confused that which columns are created by me and which columns are coming from the original data set, you can use this blue line here. Blue line means the columns are coming from the original data set. When there is no blue line, it means that these columns are created by us. Whether it is created by splitting or whether it is created by calculated field or calculated column that's a separate thing. Okay. So that's why these are the two columns which are not having that blue line. So this is one splitting there's a normal split. Now another example custom split. Okay custom split. So suppose here if you come to this left hand side area if you click on this order ID. Now as I said earlier that order ID is consisting of three parts here. The country ID or country short form US or CA the year year and the last six digits here. Okay. So there are three parts over here. Now what I want to do that I want to create one column. Yeah. and I want to get only the initial two alphabets in that column. Okay, just now in this order id column I'm having all the three parts but I want to create one column where I want to see only the initial two digits US or CA. Okay. So if I want to extract only uh one portion of this uh whole series what I can do I can go to this order ID click the drop-down here and in the drop-down I go to this custom split here. Okay I click on the custom split because if I go for split let us also try what is the split. If I click here split here. Yeah. So split I have used. Now let me go to the right hand side here. So see in the right hand side what has happened here it has now created here three columns for the order order id. I have used the split option. So order ID is split one order ID is split two and order ID is split three. So what it has done that wherever you are having the dash at that point the splitting has taken place. Yeah the splitting has taken place at the dash. Dash is your delimiter or space is also your delimiter. So it has done the splitting over here. But here we have got how many columns? Three columns because there are two dash. Now suppose if I don't want to have all the three columns. I want to have only one portion that is this US or CA. What I can do here? I can come to this order ID. I click on the drop-down and in the drop-down I click this custom split. Okay. I the custom split. in the custom when I click on the custom split I'm having this dialog box what it says how should this data be split use the separator so here I have to tell Tableau that what kind of separator I'm having here so here we are having the separator that is dash so in the use the separator I have to put here dash I have to type here dash if you are having space you press space bar. If you are having comma, you you press here comma. So use the separator. I put here dash. Type here dash. Now here it says split off. In the split off, if I click the drop-down, split off, first, last and all. Now what is this first, last and all? So see here how many dash I'm having here. There are two two dash here. So now I can also tell Tableau that where the splitting should take place. whether the splitting should take place at the first dash or first delimiter or the last delimiter or all delimiters. Yeah, the split off is talking about the where do you want to do the splitting at the first delimiter or last delimiter or all delimiters. So suppose if I go for first okay because I want to extract only this US and CA I I go for split off at first delimiter then it is asking me okay how many columns you require. Okay now see if I do the splitting here. Yeah let's say if I do the splitting then I'll be having actually two columns. One column will contain the USCA and the other column will contain this another portion. Okay, one column will contain this USCA and the second column will contain this 2021-103800 0 because see here I have not done the splitting. I'm telling the tableau that please split do the splitting at the first delimiter. So split off first. Okay. And I I and I want to get only this first column here. Okay, because I want to get only this US and CA. So I'll be saying here first one column. Okay, split of first and one column. I click on okay button. And when I click on okay button, now let me go to the uh right hand side extreme right. And you see now if you go to the extreme right we are having only one column here because see these three columns I created by using the simple split option but this column order ID split four this I created only with the custom split and I said that I want to see only one Yeah if I would have said here two column then I would have seen here two columns. One column will contain USCA and the second column will contain 2021- something. Okay. But I said no no I want to go for only one column. So I can see only one column here. Yeah. So that is how you are using the custom split here. So you can tell Tableau that where do you want to have the splitting first uh delimiter or last delimiter or all delimiters and then finally how many columns you require whether you want to have one column or two column or three column. Yeah it all depends upon the column that we require. Okay. So I hope that this is clear. So here you can do these kind of simple data cleaning. You can uh rename the uh column names over here. You can do the splitting. Okay. Definitely you can also create here calculated field. Calculated field means calculated column. Okay. See here the names are different. In case of PowerB it is known as calculated column. While here in case of Tableau it is known as calculated field. Yeah, just the names are different but we'll be talking about this calculator field when the topic will come up. This group and beans also we'll be taking uh at the appropriate time. Yeah, aliases means different names here. Suppose if I click on aliases. Yeah, aliases. Let me do one thing. If I click here row ID and let me write down here row number row number and now if I click on drop-down and if I click on aliases yeah here there's no aliases here normally if see for aliases means I can I can give some name here let's say instead of this sheep mode in the ship mode I'm having the standard class but sometimes I people they also write down something else instead of standard class it will uh standard type let's say okay so if it is standard type instead of uh yeah that's a alias for standard class then I can see here that what kind of aliases are available here just now in this example there is no aliases aliases means different names okay for the same thing what are the different names even but here there is no aliases so it is currently blank yeah so we can do the we can also hide the column there. Okay. So now uh first of all let us uh connect our sample supertore data set that we created that we had seen yesterday. So it's a excel file as we know. So we'll be clicking on Microsoft Excel and then I'll be selecting that file sample super store 2024. Okay. Click on open. So in the customer name column as you know if you want to do the splitting we want to have first name and last name. So I can click on this drop-down over here in the customer name and I can click simply the split. Yeah because I don't want to go for any custom split. I want to go for split only. So I click on split and once we click on split for the customer name now we can go on the right hand side and here we can see those two columns that we have created. Okay. And I also showed you that we can here do the renaming. Then yesterday I we we also discussed about this blue line. So blue line I said that if you are if any column is having a blue line on the top it means that that column is already coming from the original data set. Okay. While these two columns are not having that blue line on the top. So it means that these two columns are created by us. Okay. they are not coming from the uh original data source. uh suppose if I want to delete these two columns. Yeah. So I can click on this uh I can select by pressing the shift button. Sorry control button. So please press the control button and you can select these two columns if you have created otherwise you can see over here. So press the control button and select these two columns. And now I can click any one of these drop-down. And when I click on the drop-down, you can see that I'm having here rename option, copy values, hide and delete. Okay, specifically I'm having this option of delete. I will not click here just now delete. But suppose if I click this option, this column let's say profit column. suppose okay I select the profit column I click on the drop-down now in the drop-down here in the profit column I do not see the delete column delete option here yeah I go for any column here suppose if I go for product name in the product name also if I click the drop-down I do not see the delete option I am having only the hide option okay and plus other options are also there but there is only hide option there is no delete option So what does it mean? It means that whichever the columns are coming from the original data set, those columns cannot be deleted here. Okay. They will stay permanently over here. Definitely you can hide the column. Yeah. Suppose if you don't want to see let's say this category column suppose. Okay. I don't want to see the category column. So I can simply I cannot delete it. I can click on the drop-down. I can click on hide. Okay, I click on hide. So see now my category column is now hidden. Okay, but I cannot permanently delete it. What I can do here? I can delete only these two columns which are created by us. So I'll select this customer name split one. I'll press the control button and then I'll select the second column. So two columns I have selected by pressing the control button and then I click on one of these drop-down and…

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