Thank you so much, Vicky. And with that, I would say we are going to start into our session and content for today. Yes. I'm an analytics lead, and with that, also a trainer for a lot of our BI tools and our tool landscape, especially for Tableau, a universe in which I have been an inhabitant for the last twelve, thirteen years, something around that. And I love being a trainer, I love sharing my knowledge, and I love to talk. So yeah. But still, if there are questions in between in the chat or something like that, I'm happy to go over that. So let's start. Actually, for today, there is a slide deck that started with the slide you're seeing right in front of your eyes with a tiny agenda in here. So we are going to talk a little bit about data connections today and also how to create visualizations in Tableau, recalculate fields, do a little bit of data prep, and basically touch all the tiny and bigger things in Tableau, at least all you can do in ninety minutes because we are in ninety minutes, and this is going to be a crash course for Tableau. Alright. And there is a slide deck. This has something like eighty slides or something like that. I promise you I'm not going to bore you with the slide deck. I think after five or six, I'm going to ditch that, and we're even just diving into Tableau Desktop for today. So in case you want to participate not just by listening to my voice today, but also by doing what I do in your work so on your side, you should be provided with a GoTableau starter workbook. This is a TWBX file. This is one of the two big file types that Tableau supports. And then also an Excel file, the Google Superstore twenty seventeen twenty twenty, which is, well, basically our data source for today. Tableau is not limited to Excel, but it's one of the many of the, like, ninety, one hundred, something like connection types that you can have in Tableau, but more of that in a few seconds. So if you do have Tableau installed and you do use this file here, global GoTableau twenty twenty one something, I think it's currently, and the global Superstore, just do what I do on my screen. If you do not want to do that, just listen to my voice, look at what is happening. And as Vicky said before, you can later go through that via recording or a summary of our webinar today. Alright. So, Tableau fun fact that's still in here. I know it's a little bit outdated, but still it's funny. In two thousand and five, there was this PhD student Chris Storti, who worked at Pixar. And at Pixar, he invented, the database query language, WISQL. This is, by the way, still the language that Tableau operates with nowadays. With SQL. Sounds a little bit like SQL, SQL, maybe one or the other here, you know, or call it knows that one. It's similar to that, but it has a visual component to it. Nobody really speaks it except for Tableau developers on Tableau site because no one can really look into the language, but still, the whole thing is based on WISQL. And it was the same lab that actually also had Yahoo and Google. So in there, this is where Tableau Desktop has its roots, which is pretty pretty cool. It has a message or rather a mission, which is the democratization of data. In case you are wondering about my accent, by the way, yes, I am based in Augsburg, Germany, fifty kilometers west of Munich in Bavaria. For this mission here, democratization of data. I would even amend that a little bit and say Tableau's mission is the democratization of answers coming out of data because this is what we are all trying to accomplish. Right? We have data in front of us. We have questions, and we want to get answers out of those questions. Tableau has a lot of sub tools at the time. Two thousand and five, it was a one tool, Tableau Desktop. Now it's a whole universe around that, whether it's Tableau Desktop, still there, here on the lower left. We also have Tableau Cloud, of course. We have Tableau Server, there's Tableau Public, Reader, Embedded Analytics. Not really a product in that kind of sense, but it's still there. We have our tool Tableau Tableau Prep Builder and the Prep Conductor as part of the data management add on and a lot of other things in Tableau. And of course, there's also a mobile app, there's Tableau Pals for the Tableau Cloud instances, and I could go on and on. So it's a big universe by now. What we're learning today, we can do only Tableau Desktop, and also ninety percent of that directly on Tableau Server and Tableau Cloud. But our main tool for today is Tableau Desktop. So there are a few steps involved when we are building stuff in Tableau. And with stuff, I usually mean answers to our questions that usually come as visualizations. Could be a sheet, could be a simple graph, but also could be a whole dashboard suite and reporting suite there. But everything always starts with data. The data usually lies somewhere, in our case for today, in an Excel file, but also it could be anywhere else, could be on the SQL Server, could be in, I don't know, a cloud data warehouse. There are so many different options, but somewhere the data lies and we have to tap into it. This is what we call a data connection. We have to prep our data, usually. I mean, in an ideal world, we wouldn't have to. All of that would have been done in the data warehouse or wherever the data lies beforehand. But usually, in practice, we still have to do a little bit of at least last mile data prep changing a few data types, changing a few strings maybe here and there, and stuff like that. Of course, we want to build charts. When Tableau started, actually, it said, we our mission is or one of the parts of our mission is to abolish tree builds. Now twenty years later, nineteen years later, we can certainly say they didn't really accomplish that. Tables are still valid. They're still tables even with big and cool Tableau dashboards, and that is fine. But the majority of answers we get from data is coming out of charts, is coming out of visuals. So this is the core of everything we're trying to do in Tableau. We are trying to convey answers in a visual form. To do that, we have to also, in the most positive way, manipulate our data. We have to work with calculated fields to recalculate new measures to amend measures we already have. And, of course, in the end, we want to have an interactive dashboard that we can share with each other. In the word interactive here, by the way, is really, really important. At the end of our session today, we're also learning a little bit about how to do that actually, how to make dashboard interactive. In trainings, and I am a Tableau trainer, in trainings, I usually tell people, hey, your dashboard needs to be fun in the end. There has to be a big fun element in it for your users. And usually people smile at that and say, yeah, yeah, yeah, but we are professional developers here. We don't deal with fun. But still, it needs to be fun for the end users because if it's not fun, they're going to be bored by the dashboard. If they are bored, our user adoption rates for the dashboard will remain very, very low. We don't want that. We want the dashboards to be interactive so they are fun to use, and that makes it possible for the users to actually dive into the data. If it's fun to explore, people will explore. This is what our visuals here are all about finding answers. So data connections in Tableau, there are quite a few of those. And as promised before, I think this is now the point where I'm going to ditch my slide deck and go into Tableau Desktop. So here we are. When you open Tableau Desktop for the very first time, this is what you see minus this area at the top here. These are workbooks in Tableau, comparable with an Excel workbook, if you want to, that I have previously opened. If you have never opened a workbook before, this area up here is going to be empty. So these are some shortcuts to quickly access what you have worked with recently. On the right there is a little bit of Help. There is our Tableau documentation, also with a few tiny videos out there, a few more resources around Tableau. Of course, also the reminder to update to the latest version in Tableau, which I do not do right here. I'm usually on n minus one or n minus two, meaning not the latest version, but the one before or two before of those. If you are not really sure which version you are on, if you are doing the whole thing here with me, just click onto the help menu button or item at the very top, go to about Tableau, and then in this tiny pop up here, you will see the version you are on right now. In my case, this is two thousand and twenty three point three point nine. The most important bit is this part here, twenty twenty three point three. Every year there are four different versions of Tableau Desktop each quarter. The new one, this year is from autumn or early winter last year. Alright. On the left side of this start page of Tableau, we have the most important bit, our connection area. This is where we tap into data. There are quite a few headers in here, Tableau Server. So, yeah, there can also be data directly on our Tableau Server. When other developers have published the data there already, then we, as their colleagues, can tap into data there. We have connections to files, what we are doing today, but there's also to a server. When I click on More here, I get all the native and also third party connectors for Tableau for all the different kinds of data that is stored outside of Tableau. There's our Google Universal here. There's the Snowflake Universal here. We have the Microsoft Universe, of course, Oracle is here, PostgreSQL, the Amazon Universe with Redshift in here. So a lot of stuff happening. If you don't find your connector, don't give up, please. There are a lot more additional connectors, third party connectors out there. And also, yeah, those two here, the JDBC and the ODBC connectors where you can just try your luck. Okay, enough about that, today we are going to deal with an Excel file. I am going to connect to that by clicking onto Microsoft Excel and I navigate to my GoTableau folder where I downloaded those files. Now I can just click that and click open. Before I do that, there's another thing I quickly want to show you before I forget that. When you open Tableau for the very first time or actually when you don't open a specific file, it looks like that. But today, we are going to work in a starter workbook. So I'm going to open up this starter workbook because we actually have a lot of explanation and documentation in that one. So I'm going to hit file and open there, navigate to the same folder where my data source lies, and select this TWPX file, the Tableau Starter that also should be available to you right now. I open that up, and then my view here changes slightly. Actually, I have an exercise date here and a lot of white space in here. Actually, yeah, the whole thing opens on one of the tabs that we now see here at the bottom. A little bit weird, what is happening here? Tableau deals in tabs, deals in sheets and in dashboards. We are going to the number one in there at the very beginning, connect to data. In this workbook here, for your own convenience, you will always have a little bit of explanation on the right. So these here are steps, step by step guides for the different exercises. In this case here, connect the data, there is also data preparation, and that. We are going to do all of that today, but still you have me here, a trainer, you can ignore whatever is to be read here on the right side and do that on your own time later on. Today I am here, I can explain all of that to you in even simpler terms than it is here. So just listen to me and if you are following along here, do what I do. Click what I click. Now, if we open this whole thing up and want to connect to an Excel file, like we want to do, we can click on to connect to data here on the upper left, or we can click onto the Tableau icon on the upper left, which gets us back to the start page. So clicking here can switch forth and back between start page and our connection area. I click Microsoft Excel. Now I choose the global Superstore seventeen twenty in here, click open, wait a few seconds depending on how fast my machine is, and I'm ending up in what we call the Data Source tab. So I mentioned all those tabs here at the bottom. The very first one that can't be moved and that always will be there is called data source. It has this tiny cylinder in here. Whenever you see a cylinder in Tableau, it means, hey, we are dealing with a data source. So data that is not in Tableau, but coming from somewhere outside, and Tableau is tapping into that data. What do we have in here? Well, we have an Excel file. On the upper left, you see the actual file we are connecting to currently, Microsoft Excel Global Super Google Works Store twenty seventeen twenty twenty. We can edit this connection if we wanted to. In this case, I'm completely fine with that. Below that, we have the sheets of that Excel file. So an Excel file can have one sheet or several sheets. If it had several, we would see them all down here. Currently, there's only one. And because there's only one, Tableau was kind enough to already drop that table here, this orders table, into the center of our board, which is this gray rectangle that we are seeing. If you don't believe me, you can just drop that one out. Tableau is the drag and drop tool. You can just tick something and drag it out. Now everything is empty again. We're not tapping into data. And once we are dragging this order table into the center again, we are back to where we were a few seconds ago. Now we have this free view here at the bottom with the data from our Excel file. Now what are we actually seeing here? Let me make this a little bit bigger for us. We have a few columns in here like Category, a City, a Country, Customer Name, Market and a few more of those. There's also an Order Date in here and above all of those columns we do have that data type. For example, the category here has an ABC, meaning this is a string field. We also have this tiny globe here for the city. City, obviously, also a string field. These are words that we are reading here, but Tableau interpreted them correctly as geographical data. So it's said here, this is a geographical field called the city. Same with country. For our order date, we have a tiny calendar here. Then we have this hash for the year. Hash means this is interpreted as a number through the key. When we are not happy with one of those, usually Tableau is quite clever in determining the correct data type, but if you are not happy with this, we can just click onto one of those and change the data type in here. I'm not going to do this because this is going to take a few more seconds that I want to allow Tableau today. On the right, although currently I don't see my scroll bar, my always on the one. Ah, there it is. On the right there are a few more columns and on the very right we have a few metrics like profit, quantity, sales, shipping costs. The whole global superstore in Tableau is a kind of fictional store that sells stuff. Stuff like machines, chairs, accessories, copiers, supplies, sometimes very specific, sometimes very general, bookcases, cables, I mean, why not? Okay. So if we're happy with all our data types and everything else that is going on here, we can go into one of our sheets. As soon as I do that, Tableau migrates all those columns to the left side. This here is called the data pane in Tableau. The list of all the columns from our database. Now that they are part of Tableau, we are not calling them columns anymore. These are now called fields. Each and every one of them is a field and every field has their header or in Tableau terms a field name. So the header of the column Category is now the field name Category up here. The whole thing is alphabetically minus this one line that we see down here, which we get into in a few seconds. We also see the data types in here, which we once again can also change in here by just clicking them like we could on the DATA SOURCE tab before. That's great! Now, what can we do? Well, all those fields can be dragged into the center of our sheeting here, which is by the way called the view. So let me write that out as well. I'm gonna I'm telling you that because when you go into Tableau's document documentary? Documentary? Documentation? Documentation? And also into the Tableau's community and ask something, there's a very broad community out there, which is really really cool. They will often tell you to drag something from the data pane to the view, and this is meant by that. So we have our data pane here on the left, and we drag something from the left to the right. The view is everything where we can drag stuff into. We have these columns and rows at the top, we have here the pages, filters, the marks card, and even into the center here. These are all the places where we can drop stuff, and they all belong to the view. The view is not just the chart. The view is everything around it. So let's do exactly that. I'm going to take my sales metric, and I'm going to drop it onto columns. And congratulations if you're doing the same thing on your end. You have built a bar chart. I admit that it's a very simple bar chart. That's not that much happening currently. We have one bar in here. What we do have is twelve point six four million. I know that number by heart by now, after all of that time. This is the overall sales number of my x alpha. So when I sum up all the different cells for the column sales there, then I get to twelve point six million. This is what Tableau is doing here as well. It auto sums this field that I dragged in. Now it's called sum of sales. Sum is Tableau's favorite aggregation. If you're not happy with that, you can change that. You can click into each and every of those tilts that you drag into your view. So when I right click it or left click on this tiny arrow in there, I have another menu with a few more items in here. One of those is called measure and I can select an average here. Now Tableau takes the average of all those cells for the Seals column in the Excel file. And I can change that to all the other ones: Median, Count, the Distinct Count, Minimum, Maximum, Percentile, Standard Deviation, Variance and there are quite a few more in the backend when you dive into calculations later on. So here I am happy with the sum, and I am also going to split this one bar into several bars by dragging the segment fields into my view. So there is one field here on the left called segments. We'll drag that onto roads. You might also notice whenever you take a field and drag it and don't let go yet, a few of those elements where you can drag stuff onto have an orange border around it, just to indicate, hey, this is where you can drop something: column, rows, pages, filters, and those five things here on the so called marks card. In this case, I'm going with rows. Now segment is on rows, meaning we have three different rows for the three segments, consumer, corporate, or office, in our workbook. That's great. Now there is a bar chart we can actually use. Amazing. Let's go one step further. We'll get back to bars later on, but for now, let's go a little bit into the data perhaps side of things. Second sheet, data preparation. Again, there is a long explanation here on the right. We're doing that, although we're not reading everything in here. So let's say we have our sales numbers like we did before. We're dragging this onto columns to build a very simple bar chart. And now we don't have, a field like segment here where there are only three members in there. No. We have something like, where what do we have? Or product name. I drag the product name on rows, and here we have quite a lot of rows. If you are interested in how many rows that exactly are, when you look to the lower left where you can't go lower and more left, we have the so called marks count. Each and every bar that Tableau created in here, each and every row, is one mark. And this thing down here counts all the marks in the view that we are seeing in front of us. So quite a few of those. Alright, let's organize that a little bit. At the very top, you have your button menu. There are two buttons for sorting our view. Ascending and descending sorting. Up there, I click the descending sorting. Scroll up again. There we are, so the biggest bar is at the top. Now we are in the sheet called data preparation here, and for good reason because, actually, my product names here are a little bit messy. So I'm slippering a little bit here to the beginning of my bar, where I see this tiny handler. And I'm going to drag my bars a little bit to the right so the texts have a little bit more space. But now I see, yeah, I see Apple smartphone in here, but then comma full size. Or I see on executive leather armchair. Right? We also sell in armchairs. And the word adjustable. All that stuff behind that comma in each and every row, I don't really need. Cisco smartphone, and then with caller ID, I don't need that with caller ID. I'm just interested in the first part of everything. For that, we can leverage a split in Tableau. There are two ways to do that. There's an automated one and a custom split. Let me show you how to do that. I'll go to the data pane again on the left. Remember all of that here is the data pane. I right click my product name that I've just dragged into the view. And in here I have the option transform. The very first item in here is that split. Now when I do that, when I click that Tableau will automatically split the fields or product name into two other fields. And this is a little bit peculiar when you have never worked with Tableau before because currently, we have added new fields to our data source here on the left. Two more fields. The important bit here is those fields are not added to the Excel file. What Tableau never ever does is write back to the data source. There are other tools in Tableau's universe that can do that, like Tableau Prep, for example. But Tableau Desktop can never write back into our database, cannot append columns in the Excel file. So this is just in Tableau. And also these two new fields have a tiny equal sign in front of them, indicating this has been created right here. These are calculations actually that Tableau created automatically. Now what do they do? I'm going to take one of those, well, actually both of them, still both were selected, and dragging them onto rows. And now I have two more columns in here. And I immediately see, yeah, this is not exactly what I wanted. I wanted for my very first row here, for example, Apple smartphone. I didn't not want just Apple. So Tableau did split here, but unfortunately, it used that space between Uber Eats as a delimiter. So the automatic split is not an option for us. I'm going to hit the undo button twice actually, so my new fields disappear as well. The undo button, by the way, is very, very powerful. It starts when you open up a Tableau session and stops when you close Tableau again. Between the beginning and the end, it just counts all. So when you start in the morning, do six thousand clicks until the afternoon. The back button the undo button goes back six thousand times. So back to the split. Right click product name. This time, I'm using the custom split in here. And here, I'm actually asked, hey, what is the separator between the different items in our field? And here, it's the comma. I type in a comma, and I only want to have the first bit, the first column before the comma, only the Apple smartphone up here, nothing after that. I click okay, I have one new field that appears. Now when I drag that one here next to the other field onto rows, it shows me actually what I wanted to have. Apple smartphone, Cisco smartphone, not sure they are still sold, who knows. And this is exactly what I wanted. And now I can abolish my usual product name here. Throw that out. Whenever I want to remove a field, I can right click it, say remove, or because I'm lazy, I'm going to drag it and just drag it into the nirvana here on the left where there's gray space. Since we didn't sort this new field, only the field that we had in there before, we have to click the sort button again. And there we are. Amazing. So this is only one part of the data prep world in Tableau Desktop. We can also do pivots in Tableau, which is actually pretty cool. We can do a lot of text manipulation with left and right, mid, like we know from x for example, all of that in calculated fields. Now let's get a little bit more visual. I'm going to go to our third sheet here, the map. The mapping capabilities in Tableau are, well, actually pretty neat. Tableau is of course not a geographical tool, but the mapping capabilities that it has are pretty awesome, and Tableau is rightfully so very proud of those. It's quite easy to produce a map. All you need for that is at least one geographical field. You remember before, city and country were both identified by Tableau as geographical fields? As soon as you have one of those, you are able to build a map. You can do that by just double clicking that field. Tableau created a map in the background automatically. Two fields were dragged on here that we didn't really touch at all: Longitude and Latitude. Both have this word generated in their own. We'll find them on the lower left in our data pane. Both are italic And whenever we see an italic field like our let me see a little bit. Like our latitude, longitude, this orders count, measure values, and also this measure names in here. All those italic fields do not come from our Excel file. These are fields built by Tableau for each and every workbook. They always exist. That field longitude only exists if there's at least one geographical field coming from the data source. So Tableau put those automatically here and this created a map for us. Now every country our beautiful global Superstore made business in is one circle on this map currently. Rather big circles, there's a size button in here, which we adjusted before to make those circles a little bit bigger. We could make them smaller again, but actually we have a good reason to have them that big, so I'm making them bigger once more. There we are. And now we can ticker with this map by using other fields. So for example, we can color all of our marks, all of our circles in here by dragging profit onto color. I'm doing that, dragging profit from the left to the marks card where there is a square called column. COLUM Once I've done that, I've got a lot of gray but also blue and orange circles in here By the way, this orange blue color palette is Terminal Standard It's not green and red. We know that from other BI tools in the world, although many of those also adapted to blue and orange over the time. This is because of color blindness around the world. There's still and probably will be a lot of color blind people around in the world. If we get into statistics, it's roughly five point five percent of all men and zero point five percent of all women in the world who are colorblind, or at least weak colorblind. And for them, red and green is a very bad combination of colors because they actually look the same. So blue and orange gets around that. Every person, also colorblind, people can look at Blue and Orange and see two different colors in there. Alright! Now, it's an app. We can use it already. We can see here the United Kingdom up here is pretty blue. Okay. India is as well. China too. US is dark blue. But there's also Nigeria, for example, Turkey, the Netherlands with a very bad profit number. Actually, this is going to be a loss in the end, minus forty one thousand for the Netherlands even. What we're seeing right now here is called a tooltip, the tiny hover that appears wherever my cursor is. We can adjust tooltips, and we will do that later on. So what else can we do? Well, we can give the whole thing a little bit more context by dragging our seals figures into the view as well. Not onto color, of course, but because there is something already. Now we're going to drag seals onto the size cap. Once we do that, the circles get bigger or smaller depending on their sales value. And now we can actually start analyzing the map. We have two different measures in here, two measures for each and every country. If you wanted to, we can also drill deeper. So, you might remember, we have not just country in here, we also have stage in here. So let's find it, there we are. I'm going to take stage and drop it onto this marked cut here, not putting it onto any of those orange bordered tiles, just putting it here below or beneath country. We get a lot more circles because now each and every state has its own numbering here. In this case, for example, England in the United Kingdom. Or okay. I I don't speak French. I no. I won't pronounce that. But we do have lower Saxony for Germany here, for example, and all of the other ones, of course. Okay. So we have a lot of bubbles, a lot of circles in here. We can filter the whole thing down if you want to. So I'm going to take my market, I have a market field in here, and drag that one onto the filter chart. Once I've done that, I get a list of the different markets in my data source. I am going to select all of them for the moment. Click okay. Nothing really changed except for now that field lies here on the filter shelf. I could have filtered something beforehand, but I want to give my end users yet the capability to filter as well. And for that, I have to show that filter. So, I right click that blue pill up there and go to Show Filter, the second option there. On the upper right, my filter is now visible. A few checkboxes and now I can, for example, deselect APAC and maybe Latin America, and all of those bubbles disappear. Not just the bubbles disappear, also the map readjusts. So all the circles that are still filtered for are visible but nothing else. So when I select US, Canada in here, now we see the US and Canada only. We didn't do any business in Alaska, so Alaska, although it belongs to the US, is not visible currently. If I want my users to only pick one market at a time, never more than one, I can go into this drop down here of the market on the upper right. And here I have, once again, a lot more options even with a few sub options in here. But the one I am going with is single value list. Currently, it's a multiple value list, so we have those check marks. When we say single value list, we get radio buttons. Now people can always select one of those and also the standard all option at the very top, but not two of them at the same time, for example. I'm going to stick with EMEA here and go to our next chart. So number four, line chart. And then we're also going to take a sip of water. Okay. So we have built a map. We have also built one or two bar charts already. Now we are going to build a timeline. Whenever we work with dates or general data over time, timelines are our best friend. Now how do we do that? I'm going to drag in my sales values again. I love my sales values here. This time I'm going to drag them not onto columns, but onto rows. Rows means our values go from bottom to top instead of from left to right. Also, this is a good point to quickly talk about those two categories of fields here on the left. I mentioned this gray line before between those two. This one separates the dimensions from the measures. In every Tableau workbook, there will always be those two categories of fields: Dimensions at the top and measures at the bottom. Measures are usually, but not always, but usually numbers, the stuff that we want to calculate with, the stuff that we want to add up, for example, here in our bar chart. Dimensions can be strings, can be dates, can also be numbers, but dimensions split our data. We have done that before. Remember when we built our very first bar chart again? We had one bar for the sum of seals, and we direct this segment in, and suddenly we suddenly we had three bars. So dimensions split our bars. We drill into the data by dimensions. Dimensions categorize our data. Back to the launcher. The same thing I want to do now, but this time, I want to go by dates. So, what do I do for that? I'm going to take my order date, it's a dimension, and drag that one onto columns. And a few things happened here. First, we did never tell Tableau to make a line out of our chart, but Tableau decided to make a line chart. I mean, it's great. We want a timeline. How did Tableau know that? Then also, we have this year that was added in our bill and also this tiny plus icon. This plus icon, by the way, is called the hierarchy. Every date field has always an inherit. Or not. Sorry. Wrong word. Intrinsic. Sorry. I forgot a word yet. So it always comes with the fields automatically. We don't have to add that. When we click onto this plus here, we drill deeper into the date. So quarters appear, we click the plus again, months appear, and you will probably concur with me that this year is a very horrible chart. We should never build something like that unless we have a very, very, very good reason for that. So I'm going to click the minus again to drill up. There we are. The year in here is Tableau's default aggregation for dates. Whenever you have a date field and you drag it in, Tableau will make a year after that. Tableau doesn't go higher than that. There aren't decades or centuries, millennia, or something like that. Year is the highest level that a date field can. Also, when it goes downwards, there's quarter, there's month, there's week, there's day. If you have a date time field, it also goes into hours, minutes, and seconds, but it doesn't go into milliseconds, microseconds, or something like that. So how do we get to the month and year? Because I currently have four years of data, and this line here is a little bit boring. I want to see my monthly sales. For that, I have to go into the fields. That means I right click the blue pill up there. And I have to admit this is probably the biggest drop down menu that we have in total. Quite a bit happening here. The stuff in the middle is what interests me right now. We have twice the year quarter month. The lower area also has a week number in year. And we have a few examples of what that looks like. The upper ones are called date parts, the lower ones date values. I won't bore you with the calculations behind them right now. Again, this is a crash course today, but what we want today is the lower one, the continuous month as it is called. So if you are following along with me here, go into this drop down, select the month where it says May twenty fifteen behind that. I'm also doing that here on my side. And we get a proper timeline in here. Now each and every month is available. Currently there are no tooltips because, when we built this thing here we deactivated the tooltips. This is possible by clicking onto this tiny tool tip square here on the left at our mark start. Let me make that a little bit bigger. There we are. When I click tool tip in here, currently it even says missing field, which is a little bit weird. When I say reset, now I get my tooltips again. For each and every month, a sales number in here. I could also add more than just sales. I could add my other measures in here. There are great constructs for that, like measure names, measure values, and view and access charts, but we are not diving into that. Now, again, crash course, there's a lot more to discover in Tableau than we can cover today. But I'm happy with our line chart here. We could also color that a little bit if we wanted to. For example, put profit on here, one color. Now we have a colored line chart. I mean, why not? Keep it like that. And we are going to create another bar chart. So, number five, bar chart. We have a little bit of experience with that one, so it's going to be a rather quick exercise here. Once again, we are using our sales values, put them onto columns. Again, whenever we put a measure onto columns, we get something that is horizontal from left to right. Whenever we put a measure onto a rose, it gets to be vertical, bottom to top. In this case, I once again want a horizontal bar chart. You might notice that this time this one bar is a little bit thicker than the bars before were. Right? It's a little bit weird, before we had a very slim bar in here. The reason for that is called the Fit Button. This tiny drop down up here that is actually not a button but a drop down is still called the Fit Button. When you click that, there are four options in that. Standard, and then fit width, fit height, and entire view. This here determines determines determines how much of the ten births should be spent to visualize whatever we are trying to show here. When we say entire view, and this is what we set the sheet to here, the whole available space is used for the charge. When we leave that to standard, we get a very slim bar again. Fit width is something that Tableau does automatically when we put something onto columns, so the whole width of the chart is used, so no difference there. And fit height is basically what the entire view does in our chart here. It uses all of our chart. So I'm selecting 'entire view' again like it was before, and I'm going to drill down again, this time with the field 'subcategory' as stated in our title up here. So I'm looking for my fields, there we are, subcategory, drag that one onto rows, and I have a nice, well not really nice, but I have a bar chart in front of me. To make it a little bit nicer, I am going to sort the whole thing again. That's great. Our tiny exercise on the right also wants us to put profit onto color again. Why not? Let's do that profit onto color. It's going to be a very blue and orange dashboard in the Edge. By the way, if you want to add your values here, so we have our sales numbers here, maybe we want to add a label in here, just drag your field onto the marks card where it says label. When you do that, you get a lot of labels behind each and every bar in here. When you work with two different metrics, like we work with sales and profit currently, be careful with those numbers because for the end users, it might not completely might not be completely clear what the numbers mean in here. Most people will probably correctly surmise these are the sales numbers, but there might be people who will say, yeah, but maybe these are the profit numbers. So be careful with that. When there's only one field, one measure involved, we don't have to care about that. Show the numbers, or don't show them. But if there are more than one measure at work, we have to at least consider that for a moment. Also, by the way, if you add labels, you don't really need your x's anymore, And you should always remove everything that you don't need. An axis we can remove into a waste. The easiest way is to right click it and deselect this ticked 'Show Header' option. Access disappears. We don't really need it because we have our measures in here already, our labels in here already. And whenever we can get rid of something that we don't need, we make it easier for our end users in the end to actually look at the data. Cool. Calculated fields. We're nearing the end, but we're not there yet. So calculated fields. Every Tableau developer builds calculations in Tableau. I've never met a single developer who hasn't ever done that. And, also, when I build a dashboard nowadays, not just in training, but also when I actually build productive or production dashboards, then there's always at least two, three, four, five different calculations in there. Sometimes because I needed data in a differentiated way, sometimes because I need to tinker with specific visualizations or I need specific percentages, for example, of something, and then I am going to need a calculation for that. In this case, here we are going with something very simple with our Ratio. We have Sales, Profit and Profit Ratio. But wait a moment, when we look at our measurements down here, we see Profit, we see Sales and quoted here in Discover and Shipping Cost, but we don't see a Profit Ratio. So we have to build that. Profit ratio is defined as profit divided by sales. Now, how do we do that? When you find some white space in your data pane at the very bottom, you can right click that or you find the same menu, and this is my go to, in this drop down arrow at the top of the data pane. There's a search bar here where we can look for specific fields. So I type in a c, we see everything with a c in there, CA category. That's great. There's also this tiny funnel icon, so we can filter for dimensions and measures and calculations. We have our view data behind that. Click on that if you want to. I am not going to do that right now. And behind that, we have this drop down arrow for create calculated field, create parameter, and a few more things we can do in here. Now I'm going to select the first one, create calculated field, and a new window pops up. If you don't see this right helper area here that is on my screen currently, don't worry, you have this tiny arrow here on the right of your field that expands and collapses this upper area. In there you will find all the different functions that Tableau offers, also categorized at the top with all the number functions in here, like cosine and sine are in here, logarithms, maximum, floor what else do we have? The sum, of course. Oh, no. The sum is in the applications. We'll come to that. Pi, power. We have string calculations with left and right and lower and upper, proper and trim and a few more. Date functions, the most important ones are the first six in here, date additive, name, passport, and to rank. We have our type conversions. We have logical functions, especially if and case. All our aggregations, like count, average, years, our sum, minimum, maximum, again, median, also our fixed include and exclude LODs, the most abstract calculations in Tableau. And then we have user functions for row level security, table calculations, and a few map functions, the spatially functions. These all give you a quick explanation and syntax, and that's it already. You can't really drag anything from the right right to the left. So I'm going to collapse that again. I wanted to build out the profit ratio, so I'm going to I'm going to write out the sum of all my profits. And actually, let let me make that a little bit bigger. When I hold my control key and use my mouse wheel, I can zoom into the text here so you can read what I'm typing. 'Some of the topics' You might have noticed I didn't really write out the full words. Let's do that again. 'Some' I hit enter because table suggests a function here, and this capitalizes it and also includes those parenthesis in here that the function needs. And then I typed out the word Profit. Now I typed profit. Profit is the only suggestion that is left in here. I can type enter, and Tableau automatically fills that, including those other parenthesis in here that I don't want to type out manually. Then I have to divide that by a hole. Almost. Okay. Windows set my keyboard again to the US keyboard. There we are. Woo hoo. Divided by our sum of sales. Now this calculation here is valid. This tiny gray sentence here at the bottom is what every tablet developer strives for. Because when there are errors, and this happens more often than you might think, we have to go back and think with it until it fits. For example, this year is not possible. Not so weird. We have the sum of profit divided by sales. Should be possible. Right? But no. This here is an aggregation, sum of profit. Tableau goes through all the different profit cells in our Excel file and sums them up to one number. And this here on the right is currently a row level field. Nothing is summed up. It basically would try to grab each and every cell and do some calculation because this is not possible. This is a little bit weird. Low complaints. We could divide profit by sales for each and every row. This would actually happen. For each and every row in our complete Excel file, Tableau would divide the profit cell by the sales cell. So when we have, what did we have, twelve million something rows in it? No. This was the sales number. We have fifty thousand rows in there. This calculation would happen fifty thousand times. Now when we aggregate that, so I type in the sum again, wrap my profit here in sum, and then do the same thing with my sales numbers. Tableau will first sum up all the profit numbers, then sum up all the sales numbers, and only then be divided by one by the other. So three calculations in the end instead of fifty thousand. We also have to give the thing a proper name, of course. This is our Profiter Ratio. There we are. I can click Okay or Apply. Apply leads to a new field on the left. Okay, as well, but my field is still open and visible. Once again, there is an equal sign in front of it indicating, hey, this field does not come from our data source. We have built that directly in Tableau. But apart from that, it's a usual field we can use like any other version. So we're going to build out a T bill in here. I'm going to show you a cool trick here. I'm going to take my profit and my profit ratio and my sales by holding my control key push. So I can select more all of them at the same time. Also, I'm going to take my segment again, still holding my control key here. And then I'm not dragging anything, but I'm going to use my show me area on the upper right. This here is a super helpful area, especially when you're just learning Tableau, to see how Tableau actually builds visualizations. And it will do that automatically, at least everything that is available with this selection. Or we can just quickly build something and don't bother with how it's built. In this case, I'm going to build a tiny crosstab. So the very first item in here is the crosstab. When I click this, Tableau is building a table for us. I could also make a stacked bar chart out of that or a bullet graph or what else is available here? Well, actually, not that much. Let's get a plot. But I'm happy with my table. So that's cool. I'm leaving it there. This is my table. I'm clicking the show me here again, so it doesn't block whatever is here. Alright? And now I have my segment on rows, meaning I have three rows for my three seconds and seconds. Tableau also added this measure names field. This is one of our italic fields. I won't dive into that one. But what it does is it separates our three measures here that are only those that weird new container, Measure values. Alright. But I'm not happy with the sorting in here, and, actually, I'm not. I want my profit ratio that is currently all zeros here on the right. I'm going to tick my profit ratio and move it to the bottom. I'm also going to fix those zeros. Why do I see zeros? Well, because usually Tableau rounds everything to integers. At least when the other ones are integers and they are actually. So if we want to make this into a floating number or actually in this case a percentage, we have to format that field. I'm going to right click this green for profit ratio pill and in there I find format as an option. I click it and land here in this numberless area on the right and here just select percentage there we are and we have our profit ratios. This formatting pane here is actually pretty mighty, there's a lot we can format in Tableau. Very specific things. We have our font formats here, alignment, background coloring, row coloring, column coloring. We have borders around each and everything that we have. The grid lines, zero lines, trend lines. We can all format that separately if we wanted to. And also each and every pill and the whole dashboard, the whole workbook, the whole sheet has a lot of formatting options. Still, I'm going to close that because I'm currently done formatting, and I want to color my table. So I'm going to take my profit ratio here, drag that one on to color, which makes my text almost invisible. So nothing I want to work with, which with which is why I'm going to show you another trick here. I'm going to go into my marks card where it's currently saying automatic. This is where we can change the type of our visualization. You might remember in our line chart, we never told Tableau to build us a line. What Tableau did is change automatically this marks type here from a bar to a line. We can change that ourselves. We can override Tableau here. But we leave it to automatic. Tableau decides automatically what we want to have. In our table here, Tableau surmises we want to have texts. This is why we see this tiny t in here. Tableau said automatically this is going to be text because the user wants to build a table. We can override that again and make this into a square. On tables, this has a very peculiar effect. When we do that, we get a so called highlight table or heat map for everyone outside of Tableau. Okay. For the moment, I'm happy with Ash. We will go to see this change later on slightly, as it takes a spoiler here. But for now, we are going to move on to the next one. Our KPI sheet. Most dashboards nowadays have a specific segment, usually at the top, sometimes on the left, where the most important KPIs are visible usually as a number with a few further context information, like changes to previous year or differences to other metrics and so on and so on. Tableau, unfortunately, does not have a show me option for a KPI. We really wish there were, and I know other tools do have that. Table o, that's not. In Table o, we have to build that ourselves and to tinker with that a little bit. It's usually formatting that we have to go into here, but in our case, it's not too much work. First, we have to build it out data wise. So in this case here, the whole thing should look like what we are seeing down here, although with numbers instead of words, obviously. And we're going to use our segment also the three measures from before here, like we had in our table from before. So I'm going to drag segment or two columns. Segment one, segment two, segment three. Not filled with anything except except for this e, b, c, which is Tableau's placeholder for tables. So whenever this year is automatically put to text, yeah, we have those placeholders in here. And I don't mind because our KPI will have texts. So this is completely cool. Sales profit and profit ratio, we put onto text on our mark discount here. So I'm going to take them, holding my control key, drop them all onto text. Now the numbers are here and they look pretty ugly right now, so we have to make them a little bit cooler than they are. I'm going to click the text tile here in my box card, and in there I have this very, well, underrated, I would say, ellipsis button, those three dots. When I click this, I get into a text editor. I move that a little bit out of the way. And here I have the three different metrics that I have put onto text referenced in this editor. Now the goal here is our sales numbers should be really, really big and at the top. So I'm going to move them around, or I cut them out, and insert them again, paste them in again to the top. There we are. I select everything and make that centered again. I take my sales numbers here and make them really big like eighteen to twenty as a pixel. Size in here, let's see how that works. Preview Okay, but not very well. We're not done yet. So then the segment is actually needed. We don't have the segment in here currently, because it's not on text right now. So what we can do is well, we cannot really add it from here, unfortunately, because this insert button only works with fields that are somewhere on the marks count. So I'm going to click okay for the moment because I have to fix that first. We see this looks better than before. I'm going to take my segment, move that onto text. There we are. It immediately appeared also in our labels in here. I once again click on the text onto the ellipsis. There it is, our segment. I could also insert this from this insert item list right now. So segment goes into the second place in here. Profit ratio will be hanging to the profit. I'm also typing the pipe symbol here like it is in my preview. The preview says underlined segment. I don't like underlined words, so I don't do that. Let's see how that looks. A little bit too bold for me. So the segment and the other numbers, I go to select the font here that is not called Tableau Bold, but Tableau Book. Let's see how that works. Yeah. That's better. Okay. I click okay. My KPI tiles are done. That's cool. And now I can start building out the dashboard out of the sheets we built until now. So I'm hitting the last item here, which is actually a dashboard. Now you find those three buttons always at the bottom behind the last item, the last tab down here. The first one is called new sheet, the second one 'New Dashboard', the third one 'New Story'. We don't really go into Stories today, but 'New Sheet' and 'New Dashboard' are relevant. Whenever you want to build a new sheet that is completely empty, just click 'New Sheet'. There's a new sheet now. The data source here, the fields will always remain the same. Whatever we do in one will appear in the others. Two here, the data pin, always the same. And, actually, this is what we did with this sales dashboard tab in here. We clicked new dashboard. Well, now here's another one. And when Internet connection is unstable, something is telling me. Okay. Oh, everyone can still hear me. Please complain if you don't. So, and in here we have, well, currently two things. We have this this weird, explanation in here and this big x at the top. This is called, show and hide button. I could hide the whole thing here. This is for mine and also your convenience with steps on what we might want to do on this dashboard here. For the moment, at least, for the first two or three steps in here, I am going to hide that. I have to hold my alt key and click the x to collapse and expand this text field. So I'm collapsing that. I'm ignoring this thing here on the upper right for now, I pretend it's not there. It just has this blank white canvas in front of me. The whole area changed visually actually. Although we do not have any fields anymore, no, we have sheets. And not just sheets, we also have objects down here. And not just objects, we also have those different devices at the top. And also those size options, where we can select how big our dashboard should appear in the end. So quite a lot that we can do here. But as before, Tableau is and remains a drag and drop tool. So I'm going to drag in a few sheets. I'm going to start with my map. I take the map, drag it onto the dashboard. You might notice the whole dashboard here has a gray background now while I'm dragging, while I'm holding my mouse key, indicating where this map is going to land on the dashboard. Okay. Big map. Cool. Please also note that everything that was shown on the sheet before, like our filter, and also those two legends, this here by the way, it's a science legend, also appear then on the dashboard. If we don't want them, we can remove them. But we'll go into that one in a minute. First, let's fill our dashboard with a few more charts. I want my line chart beneath my map. Now I can figure out where this should land, and in this case I want it to land beneath my map. So there we are. The map got a little bit smaller, Taboo is resizing and everything. Actually, I don't need my line chart to be that fine, so I make this a little bit smaller. Map has once again a little bit more space to work with. And I'm also going to have my bar chart in here. Yes. I'm going to take my bar chart, move that one to the right, to the right of my two charts actually, right here, and there we are. Okay. I still have to do a little bit of resizing here. I think, the bars are pretty pretty small. Actually, now I wonder, do I really need those labels? Because they take up a lot of space in here. You don't really think I do, so I'm going to get rid of the labels. To do that, I'm going to hit this tiny go to sheet button. Each and every sheet will be selected as this go to Sheet button below the x. The x removes the chart from the dashboard. It doesn't delete the sheet. No worries. It just removes it from the dashboard. But below that, we have the Go to Sheet option. So we jump back into the sheet, and here I'm going to remove this pill sum of seals that is currently on text. Out of those, so the basket is a little bit bigger in this big view here, and on the dashboard, a little bit bigger so we can actually see the bounce. Okay. That works. But also there is a lot of stuff on the dashboard we actually do not really reach. But also we're not done yet. Let me drag one more in our KPIs. I mentioned before, dashboards usually have a few KPIs usually at the top. So I drag them to the very top in here. There we are. Tableau makes them a little bit too big for my tastes. I'm going to resize them again. Make them a little bit smaller. By the way, at some point when there's not enough space anymore, like here, Tableau will put in a lot of hash indicating, hey, there is not enough space to visualize the text. In that case, you could either make the thing here bigger again, or you can remove clutter. Glutter is everything we don't need. For example, we have our three segments up here consumer, corporate, home office. We don't really need that word segment at the top. So I am going to right click it and say Hide Fields Labels for Columns, which makes it disappear. Also, I do have the segment directly in the text here, that is not really visible right now, so I don't need those headers up there. So once again, I right click those and untick those 'show header' items. There we are. And now my techs have enough space in there, the KPIs can flourish. Cool. My size legend is something I don't really need. Actually, this is the most unhelpful legend I've ever seen. There's only one cool thing about that, and that is the edit sizes. So when you click here on this tiny drop down, the first item in here is Edit Sizes, where you can actually adjust the sizes of the circles. So for example, I can make everything bigger. I can use a range in here, which also gives me the smallest circle, and how big the smallest circle should be. So I can really mess up my map here, if I wanted to. I don't want to, so I'll make it smaller again. There we go. I can reverse everything. Oh, that's really cool. Okay. Let's not do that, please. I just set this to automatic again. Hit apply. So get our usual map back, actually. A little bit smaller than before. Yeah. There we are. Apart from that, the legend is ugly and doesn't really help. So I'm going to hit the x to remove it. Also, we don't really need the prophet legend in here. Oh, well, maybe we need it, but maybe we can tell people what profit and what everything else is in terms of what good profit and bad profit is in another way. So I'm going to remove that one. I created a lot of real estate here, a room that our visual images could use. And, actually, I'm going to take my market here and drag that one. Where would I do I want to drag that? Maybe up there. To the right. Why not? I still have this weird thing here. Move that a little bit to the right. We still pretend this doesn't exist. Okay? So my bars have a little bit more space to show the actual data. Cool. Our filter here at the top oh, before we go to the filter, at the very bottom of your dashboard pane, you have this tick mark here, or this checkbox rather, that is called show dashboard title. When you click this, you get a title, which you can, by the way, also click into. I double click that, get into another text editor, and can reformat that if I want to. In this case, I actually want to make this a little bit greer, so it doesn't jump into the eye each and every time I open up my dashboard. Also, this here is a very good opportunity to tell people a little bit about the covers in here. So, profitable is going to be blue, and unprofitable is going to be art. I'm going to make this here orange. I could also remove the word orange completely. Actually, this is cooler, where you move the colors here as words and just work with the colors. So profitable is going to be blue and profitable is going to be orange. Make that a little bit smaller. It shouldn't be as big as the title. Click apply. Look how that looks. Yep. Title looks good. Although we lost space here for our KPIs, we have to amend that immediately. So I'm going to make those a little bit bigger again. There we go. Now my feeder here, has one big disadvantage currently. When I click APAC, hello? There we are. Then the map listens to that, but only the map. My other charts aren't filtered for APEC currently or EMEA again. To make that happen, I can go into this filter here. Once again, a lot of items to choose from, but the one that I am interested in is actually the second one here, apply to worksheets. And here I'm going to select all sheets using this data source. So from now on, each and every chart that I've built with this Global Superstore is going to be filtered by that filter. When I select the other ones in here, my bar chart and my line chart change accordingly. Now I've created a table before in my calculated fields table. Let's use that as well. I'm not going to put it into the dashboard, at least not add another chart. I'm going to put this into my line chart. Sounds a little bit weird, but let me show you what I mean with that. I'm going to navigate to my Line Chart here. Go to Sheet. Then I'm going to add this tiny colored table to my tooltip. So I'm clicking onto tooltip and below those elements here, I could also remove all those numbers if I wanted to, but currently I don't. So I type a few times enter, add a few more lines. And now I am going to insert a sheet. So each and every sheet we have built, not dashboards, but each and every sheet we have built, we can insert in the tooltip. So here, I'm going to select the calculated fields, my title, click okay. And now when I hover over one of my marks, this table appears, filtered for this specific mark I'm hovering over. So the table changes each and every time I hover over another data point in here. And this works not just on the sheet here, but it also works on the dashboard. This here is added interactivity. I hover somewhere and something changes. Sounds simple, but this is part of the fun I mentioned at the very beginning of our session today. The more fun a dashboard is, the more it is used later on. Let's stick with that, adding a little bit of fun. We added one filter here for the market, but there's also something called action filters. That's actually really cool, very simple tool. Select one of your charts, and below this go to sheet button, you have your funnel icon. Use as a fluter, it is called. When you select that, from this moment onwards, whenever someone selects one of the states in our map, like England, the rest of the dashboard is filtered for this selection. When I deselect, so click here into stuff where there are no marks, the filter resets again. I can do the same thing with the other ones as well. So my bar chart here, when I click bookcases, my map, and also my sales over time, and my KPIs here are all filtered for bookcases only. I can also hold my control key to select several marks in here, and we see how our numbers and our graphs change. I can also just drag my mouse cursor here and select a few bars like that. Same for the line chart if I wanted to. Funnel I can see my data for those few months or maybe for the best month only or for the worst one. And from here, as the end user, I can really start analyzing and drilling down into the data. Now if this was a little bit too quick today, I mentioned before this is a crash course. Remember all those tiny things we did are in the dashboard in the sheets. In this case on this tiny text element that is floating on top of this dashboard. We can reformat that element as well. So I'm going to click this one. Yeah. I double click this gray handler to land the blue container that she does in. Everything in Tableau works in containers. Now when I when this is selected and I go to the layout tab here, I can give this a background. Let's give this a white, well, maybe a yellow background, so we can actually read the text. So, okay. And we can do this with each and every element. It can be a sheet, it can be a dashboard title, or whatever we have. We can select it and then change the layout in this area. So remember you have all your guides, your step by step guides in each and every sheet and here on this dashboard where we put our alt key and click this x or what we have burger menu. So if you want to play around with that, redo the whole thing on your own. Please go with those explanations. And with that, we have two or three minutes left. If there are any questions around that I can still answer. It's not. Sorry, Sebastian. I'm getting ahead of myself. We've actually had our wonderful colleague, Robbie White on the call with us who has been kind of Amazing. Answer questions as they have come in. So as it stands, we don't have any questions. But it would be great for you to highlight highlight some other resources, that we have available, via the oh, I do apologize. We've just had one come in. So we have a question about data sources. Is it possible to use multiple data sources on the same dashboard? What about the same sheet? If so, do the data sources need to be connected in some way? For example, have some kind of columns so they can be linked? Great question and, we can answer that in roughly two hours or we make it into a fifteen seconds super, super, super question. So, yes, the answer is yes. Absolutely. When we go to the data source, there are several options to do that. The first one is the one that is jumping in our eye here, the so called noodle. Also, the official term is the relationship in Tableau. So when we have more than one table, we can drag them in here and relate those tables on specific key fields. So fields like, I don't know, category for example, that then is appearing in both of those tables. When I do have different databases, so not just one Excel file but several or maybe an Excel file, SQL data source somewhere, I can add connections in here. So I have this connections, I click add, and I let it something that looks similar to what we had before, where I can once again select something. Let's go with another superstore here, but one that I adapted or that I changed slightly. This one has a few more tables. And now I can drag them in, relate them to this one table, make sure there is a field in both of those tables that is the same. If it also has the same name and data type, Tableau will identify that by its own, which is pretty great, but you can change that if the Tableau is wrong. And then we can see those fields appearing on each and every sheet. So, in this case, I added this People table and the People fields are appearing here and can just be dragged into the visualization like everything else. When I have completely that I can't connect via that for some reason, like the published data sources, I can also add complete new data sources. So not just a new connection within the same data source, but a complete new data source. And I can also use that one and the other one on the same sheet. So, yes, a lot of options and everything is possible.