Coding

Tableau Tutorial for Beginners – Getting Started in 1 Hour

  • 00:00:01 welcome great to have you aboard of this
  • 00:00:04 course in this course you will learn all
  • 00:00:06 you need to create your own projects in
  • 00:00:08 tableau desktop the course starts at the
  • 00:00:11 very basics this means no prior
  • 00:00:13 knowledge
  • 00:00:14 neither related to tableau desktop nor
  • 00:00:16 to data analysis or visualization is
  • 00:00:19 required we will start with the first
  • 00:00:21 step of a typical data analysis project
  • 00:00:24 workflow the data preparation this means
  • 00:00:27 we will connect tableau desktop to
  • 00:00:28 different source files CSV files Excel
  • 00:00:31 files normal text files and then work on
  • 00:00:34 the columns and rows of these different
  • 00:00:36 files the goal of course is to create a
  • 00:00:38 data set this means we will align the
  • 00:00:41 differently structured data in these
  • 00:00:44 data sources in one single table in the
  • 00:00:46 end and with the data set we will then
  • 00:00:48 continue with the next step in our
  • 00:00:50 tableau desktop workflow the data
  • 00:00:52 analysis and visualization this is the
  • 00:00:55 actual part where tableau really shines
  • 00:00:57 but we will not only learn how to create
  • 00:01:00 easy to build drag-and-drop
  • 00:01:02 visualizations we will dive deeper here
  • 00:01:04 we will dive into all core concepts and
  • 00:01:07 all core features tableau desktop has to
  • 00:01:10 offer this means we will dive into
  • 00:01:12 dimensions and measures will dive into
  • 00:01:15 table calculations level of detail
  • 00:01:17 calculations set parameters pins and a
  • 00:01:20 lot more at the end of this module we
  • 00:01:23 finish the core part of this course we
  • 00:01:25 now know all the core concepts and we
  • 00:01:28 created our visuals in the last module
  • 00:01:30 of this course we will conclude the
  • 00:01:32 course therefore with dashboards and
  • 00:01:34 stories because dashboards and stories
  • 00:01:36 allow us to present our visuals in a
  • 00:01:39 word structured and use oriented way so
  • 00:01:42 this is what we will cover throughout
  • 00:01:43 this course but who am i my name is
  • 00:01:46 Manuel Lorenz and together with
  • 00:01:48 Maximilian Rhodes Miller one of the
  • 00:01:49 highest rated and largest instructors
  • 00:01:52 here on udemy we are a catamite on
  • 00:01:54 academ and we offer courses on web
  • 00:01:57 development and data analysis data
  • 00:01:59 science and after our best-selling power
  • 00:02:02 bi course another data analysis tool I
  • 00:02:05 thought that it's now the perfect timing
  • 00:02:07 to release a course on tableau desktop
  • 00:02:09 the market-leading tool in the area of
  • 00:02:12 business intelligence and data analysis
  • 00:02:15 so this is it this was the introduction
  • 00:02:17 of the course as you can see lots of
  • 00:02:19 topics to cover really looking forward
  • 00:02:21 to this so let's dive into tableau
  • 00:02:23 desktop together now
  • 00:02:27 let's get started with the answer to the
  • 00:02:29 probably most important question what is
  • 00:02:32 tableau actually on the official website
  • 00:02:34 you can find this sentence right here
  • 00:02:36 tableau is changing the way you think
  • 00:02:39 about data that's a nice marketing
  • 00:02:41 sentence but it contains one important
  • 00:02:44 word data because in the end the blow is
  • 00:02:47 all about data or specifically data
  • 00:02:50 analysis and business intelligence one
  • 00:02:53 important word on tableau is not a
  • 00:02:55 single tool tableau actually is a
  • 00:02:58 toolset
  • 00:02:59 so tableau comes with different tools
  • 00:03:01 for different purposes
  • 00:03:02 but all these tools are connected of
  • 00:03:04 course because in the end it's all about
  • 00:03:06 data analysis but there is one Court who
  • 00:03:09 you could say comprising all the main
  • 00:03:11 data analysis capabilities a data
  • 00:03:14 analyst is expecting and this tool is
  • 00:03:17 called tableau desktop and no surprise
  • 00:03:20 at this point in this course we will get
  • 00:03:22 started with exactly this tool now this
  • 00:03:25 brings us to the question what tableau
  • 00:03:26 desktop actually is and you can actually
  • 00:03:29 summarize tableau desktop with two
  • 00:03:31 single points tableau desktop is all
  • 00:03:34 about data analysis and data
  • 00:03:36 visualization so it basically combines
  • 00:03:39 these two items this means that tableau
  • 00:03:42 desktop is a user oriented beta analysis
  • 00:03:46 tool a so-called business intelligence
  • 00:03:48 tool tableau desktop and also other
  • 00:03:51 tools which have a similar purpose power
  • 00:03:53 bi for example just a side note have
  • 00:03:56 specific core components you could say
  • 00:03:58 to make sure this data analysis and
  • 00:04:01 visualization works in a well smart and
  • 00:04:04 meaningful order therefore we can divide
  • 00:04:08 the tableau desktop functionalities into
  • 00:04:10 three core steps the first step is
  • 00:04:13 connect and prepare what does this mean
  • 00:04:15 well it simply means that for any kind
  • 00:04:18 of data analysis project we have we need
  • 00:04:21 source files source data we retrieve
  • 00:04:24 from a financial reporting system for
  • 00:04:26 example the thing is that this data is
  • 00:04:28 what coming out of this system in a
  • 00:04:31 default structure and this structure is
  • 00:04:33 not necessarily the structure we need
  • 00:04:35 for our analysis additionally we might
  • 00:04:38 have data coming from different sources
  • 00:04:40 for it
  • 00:04:40 somebody could get data for our revenues
  • 00:04:42 from one system and another system
  • 00:04:45 provides our cost data and then we might
  • 00:04:47 want to combine this data from two
  • 00:04:50 different sources and in different
  • 00:04:51 structures and therefore we have to
  • 00:04:53 prepare this data this means before
  • 00:04:55 example have to change the data format
  • 00:04:57 we have to change the columns we have to
  • 00:05:00 exclude certain rows
  • 00:05:01 topics like that so in simple words we
  • 00:05:04 have to create our own data set based on
  • 00:05:07 our data sources and that's exactly what
  • 00:05:09 we can do in this first step here in our
  • 00:05:11 tableau desktop features that you could
  • 00:05:13 say we can connect it to source files
  • 00:05:15 work on these source files and therefore
  • 00:05:18 create our own data set with this data
  • 00:05:21 set being finished we can continue with
  • 00:05:22 the second point the second point is the
  • 00:05:24 actual data analysis and visualization
  • 00:05:27 because now we have data we can work
  • 00:05:29 with now we have data we can dive deeper
  • 00:05:32 into this means we could for example
  • 00:05:34 find out why our revenue might have
  • 00:05:37 declined this means we can dive into our
  • 00:05:39 data for different products for
  • 00:05:41 different regions to reinvest and what
  • 00:05:44 is driving our business or what is
  • 00:05:46 harming our business at the moment
  • 00:05:48 and while the share analysis by
  • 00:05:49 calculating averages for example or
  • 00:05:51 maximum or minimum values is nice the
  • 00:05:54 better way to really present this data
  • 00:05:56 is of course not a single table though
  • 00:05:59 this is also possible but in nice
  • 00:06:01 visualization to blow ships with a lot
  • 00:06:03 of visualizations of course line charts
  • 00:06:05 bar charts tree maps anything you can
  • 00:06:07 imagine basically and this is exactly
  • 00:06:09 what can be done in this second step so
  • 00:06:11 data analysis and visualization there is
  • 00:06:14 a third step tone and this third step is
  • 00:06:17 the creation of dashboards and stories
  • 00:06:19 because presenting a single or multiple
  • 00:06:23 unconnected visuals is not the most
  • 00:06:25 beautiful way if you report this
  • 00:06:28 information to your executive for
  • 00:06:30 example therefore a dashboard allows us
  • 00:06:33 to create a single overview page you
  • 00:06:35 could say combining all your core
  • 00:06:38 visuals and therefore allowing your
  • 00:06:40 executive for example to get a quick
  • 00:06:42 overview of the core information that is
  • 00:06:44 required you can even improve that
  • 00:06:47 process in tableau dome you can create
  • 00:06:49 so-called
  • 00:06:49 stories stories allow YouTube but as the
  • 00:06:52 name indicates already too
  • 00:06:54 you story by aligning different visuals
  • 00:06:57 step-by-step so you could start for
  • 00:06:59 example with one page present in your
  • 00:07:02 revenue development then you can
  • 00:07:03 continue with the second page providing
  • 00:07:06 insights into your cost development and
  • 00:07:08 in the end you have a final page of your
  • 00:07:10 story where you talk about the actual
  • 00:07:12 impact on to the profit just an example
  • 00:07:15 for that will of course have a look at
  • 00:07:16 how this works and how we can create
  • 00:07:18 such dashboards and stories throughout
  • 00:07:20 the course and this is tableau desktop
  • 00:07:22 in a nutshell so it's a really easy to
  • 00:07:25 use and very powerful and user oriented
  • 00:07:28 data analysis and visualization tool API
  • 00:07:32 tool in the end with that we are almost
  • 00:07:35 ready to get started with the actual
  • 00:07:37 installation and with our first course
  • 00:07:39 project before we do that let's have a
  • 00:07:42 look at the course approach go and at
  • 00:07:44 the actual system requirements to be
  • 00:07:47 sure we can work with tableau desktop
  • 00:07:52 it's important to understand the course
  • 00:07:55 approach because if you google tableau
  • 00:07:57 desktop you might find tableau desktop
  • 00:07:59 and tableau public now what's the
  • 00:08:01 difference between these two and which
  • 00:08:03 one are we using well generally both
  • 00:08:06 tools are kind of similar in the end the
  • 00:08:10 main difference is the tableau desktop
  • 00:08:12 is a paid tool so you need a monthly
  • 00:08:15 subscription to be allowed to use
  • 00:08:17 tableau desktop but the pricing is not
  • 00:08:19 very important for us because tableau
  • 00:08:21 public that's a great thing is for free
  • 00:08:23 you don't have to pay to use tableau
  • 00:08:26 public so in the end you can say that
  • 00:08:28 tableau public is the free version of
  • 00:08:30 tableau desktop shipping with all its
  • 00:08:33 core features this sounds awesome though
  • 00:08:35 so why would anybody pay for tableau
  • 00:08:38 desktop if I can have the same features
  • 00:08:39 for free well we will dive into the
  • 00:08:42 details regarding the differences also
  • 00:08:45 in the next module of this course but
  • 00:08:47 the most important difference I want to
  • 00:08:49 highlight right here is that when it
  • 00:08:50 comes to storing data saving data in
  • 00:08:54 tableau public is only possible online
  • 00:08:56 on the official tableau servers and it's
  • 00:08:59 a really public storage this means
  • 00:09:01 everybody can access this public data so
  • 00:09:05 storing data we used for this course
  • 00:09:08 project which is not any kind of
  • 00:09:09 sensitive data not a problem at all but
  • 00:09:12 don't use tableau public if you use any
  • 00:09:14 kind of internal or private data that's
  • 00:09:17 very important that's why I want to
  • 00:09:19 highlight this at this stage of the
  • 00:09:20 course besides that we don't have any
  • 00:09:22 really important differences when it
  • 00:09:24 comes to learning tableau therefore this
  • 00:09:27 package we have right here so learning
  • 00:09:29 tableau desktop with tableau public is a
  • 00:09:31 really nice approach as it allows you to
  • 00:09:34 dive into this tool without any upfront
  • 00:09:36 cost and to really emphasize this
  • 00:09:40 tableau public and tableau desktop share
  • 00:09:42 the same user interface and the same
  • 00:09:45 core features tableau public has some
  • 00:09:47 additional features we'll have a look at
  • 00:09:49 these in the next module of this course
  • 00:09:50 but everything you learn in this course
  • 00:09:53 can be applied to tableau desktop I
  • 00:09:55 really want to make this clear because
  • 00:09:56 for you this means whatever you learn in
  • 00:09:58 this course can be applied to your
  • 00:10:00 tableau desktop projects too
  • 00:10:03 with that we know that we want to use
  • 00:10:05 tableau desktop in its free public
  • 00:10:08 version but what kind of hardware and
  • 00:10:10 software do I need well generally
  • 00:10:13 tableau public or desktop I'll use both
  • 00:10:15 terms interchangeably from now on in
  • 00:10:18 this course so generally the tool is
  • 00:10:20 available for both Windows and Mac OS
  • 00:10:23 for Windows it's important that you have
  • 00:10:25 Windows 7 or newer and a 64-bit
  • 00:10:28 operating system for for the two bit
  • 00:10:31 systems tableau desktop is unfortunately
  • 00:10:33 not supported it is what it is here as
  • 00:10:35 you can see it's also available for
  • 00:10:37 Windows Server though from echo s we
  • 00:10:40 have these operating system requirements
  • 00:10:42 and if you want to find out more about
  • 00:10:44 the hardware you need to work with the
  • 00:10:46 blows of which processor which memory
  • 00:10:48 ends one check out this link right here
  • 00:10:51 he will find all the required
  • 00:10:53 information regarding the minimum or the
  • 00:10:55 optimal requirements to be able to work
  • 00:10:57 with tableau desktop with that we have a
  • 00:11:00 first overview of what table desta base
  • 00:11:02 and what we need to get started
  • 00:11:04 therefore it's now time to dive into the
  • 00:11:07 actual installation of tableau desktop
  • 00:11:08 and we will also create our first
  • 00:11:11 project already
  • 00:11:16 let's dive right into tableau public now
  • 00:11:19 for that we have to download and install
  • 00:11:21 it first to do so just Google for
  • 00:11:24 tableau public up here and then select
  • 00:11:27 this link there you can see that you
  • 00:11:30 only have to enter your email address
  • 00:11:32 and press download the app right here
  • 00:11:35 with that the download should start
  • 00:11:38 automatically if it doesn't work you can
  • 00:11:41 press try again right here that the
  • 00:11:43 download should be initialize then we
  • 00:11:46 only have to wait until the download is
  • 00:11:48 finished and after that simply
  • 00:11:50 double-click onto this excel file right
  • 00:11:53 here we accept the terms of the license
  • 00:11:56 agreement I don't want to improve the
  • 00:11:57 product so you can take this if you want
  • 00:11:59 to I don't want you then you hit install
  • 00:12:02 and after a few seconds the installation
  • 00:12:07 process finished and tableau desktop
  • 00:12:09 should start automatically and with that
  • 00:12:12 we are now ready to start our project
  • 00:12:14 already in case you're using a Mac the
  • 00:12:16 general process is the same so just
  • 00:12:18 Google for tableau public go to the
  • 00:12:20 starting page and your email and
  • 00:12:22 download tableau public right here in
  • 00:12:24 case it on doesn't start press try again
  • 00:12:26 here then you should see that the
  • 00:12:28 automatic download started and once the
  • 00:12:31 download is completed you can find this
  • 00:12:33 dmg file here in your download folder
  • 00:12:35 just double click onto this file now
  • 00:12:39 this can take a few seconds and after
  • 00:12:42 that you should see this pop-up right
  • 00:12:45 here the only thing you have to do now
  • 00:12:46 is to again double click this symbol now
  • 00:12:49 it again takes a few seconds and now you
  • 00:12:52 can start the installation of tableau
  • 00:12:53 public here we can click continue here
  • 00:12:56 we can also continue that shows the
  • 00:12:58 License Agreement that we have to accept
  • 00:13:00 yes we agree we want to use tableau and
  • 00:13:03 here you can change the install location
  • 00:13:06 I will use the default one so let's
  • 00:13:08 press install right here now the
  • 00:13:09 installation starts again this could
  • 00:13:11 take a few seconds the installation was
  • 00:13:14 successful so let's close that window
  • 00:13:15 now and right here then in your
  • 00:13:18 Applications folder you should find
  • 00:13:20 tableau public and the only thing you
  • 00:13:22 have to do right now is double click it
  • 00:13:23 and with that we started tableau desktop
  • 00:13:26 for the first time the installation for
  • 00:13:28 Windows or Mac is to have a calm
  • 00:13:31 so let's continue now in my case on the
  • 00:13:33 Windows machine now one important note
  • 00:13:35 before we continue this is just the
  • 00:13:38 introduction project so I am totally
  • 00:13:40 aware of the fact that most of the steps
  • 00:13:42 we apply right here are probably totally
  • 00:13:45 new to you the purpose of this project
  • 00:13:47 though is to give you a first general
  • 00:13:49 idea of a potential project workflow in
  • 00:13:52 tableau therefore if you don't
  • 00:13:54 understand each single step by heart at
  • 00:13:56 this point of the course don't worry
  • 00:13:58 that's not a problem at all
  • 00:14:00 will of course dive into all the
  • 00:14:01 features covered in this project and
  • 00:14:03 also into many more features throughout
  • 00:14:06 the course so for the moment just follow
  • 00:14:08 me along and get an idea of the easy to
  • 00:14:11 use and intuitive interface tableau
  • 00:14:14 offers with that let's get started with
  • 00:14:16 this project and for that you of course
  • 00:14:18 need some source data before we do that
  • 00:14:20 though I want you to press the windows
  • 00:14:23 key if you're using a Windows machine or
  • 00:14:25 on the Mac command + space then search
  • 00:14:29 for tableau repository like that there
  • 00:14:34 you should find your own tableau
  • 00:14:36 repository this is German here this is
  • 00:14:38 basically this total repository I'm
  • 00:14:39 referring to you should find the same
  • 00:14:41 thing on the Mac you can also find the
  • 00:14:43 path of this repository right here
  • 00:14:45 select this repository and in there you
  • 00:14:48 can find different default folders this
  • 00:14:51 is your own well default tableau
  • 00:14:53 repository where you can store all the
  • 00:14:56 required information all the required
  • 00:14:59 data that you might want to use in
  • 00:15:01 tableau the important folder for us is
  • 00:15:03 this one this is the data source folder
  • 00:15:05 open this one and this is the folder
  • 00:15:08 where we will store all our data sources
  • 00:15:11 used throughout the course you don't
  • 00:15:13 have to use the tableau repository you
  • 00:15:15 can also store the data in other folders
  • 00:15:17 if you want you but I highly recommended
  • 00:15:19 as it helps us to keep our data
  • 00:15:21 structured as we now found our
  • 00:15:24 repository it's not time to download the
  • 00:15:26 source file for this initial project you
  • 00:15:29 can find the file attached to this
  • 00:15:30 lecture so download the zip file unzip
  • 00:15:33 it and then paste the CSV file you can
  • 00:15:36 find in the zip file into this folder so
  • 00:15:38 this cumulative co2 emissions dot CSV
  • 00:15:40 file now we can switch back to the below
  • 00:15:43 and sell
  • 00:15:44 text file here because this is our
  • 00:15:46 connect area so here we can select which
  • 00:15:48 data source type we want to connect a
  • 00:15:50 blow to so we press text file now we can
  • 00:15:53 navigate to our own repository to this
  • 00:15:55 data source folder select the CSV file
  • 00:15:58 and press open and now we already
  • 00:16:00 establish the connection to the source
  • 00:16:02 file we can hide this window right here
  • 00:16:05 and as I said we will dive into all the
  • 00:16:08 details of this interface right here
  • 00:16:11 throughout the course for the moment
  • 00:16:13 it's just important for you to know that
  • 00:16:15 you can see a preview of the data stored
  • 00:16:18 in your source file down here if you
  • 00:16:20 double click you can see we can enhance
  • 00:16:22 the column width to see which
  • 00:16:24 information our columns contain one
  • 00:16:27 important thing in case the data is
  • 00:16:29 displayed differently on your machine
  • 00:16:31 make sure to go to this commutative
  • 00:16:33 co2emissions dot CSV field right here
  • 00:16:36 click on to it and now select text file
  • 00:16:39 properties in this menu you can find the
  • 00:16:42 field separator the text qualifier the
  • 00:16:44 character set and the locale make sure
  • 00:16:47 that these settings are equal on your
  • 00:16:49 machine so comma Auto utf-8 and English
  • 00:16:52 United States you can apply different
  • 00:16:54 settings here but for the purpose of
  • 00:16:56 this course so for this project and also
  • 00:16:58 all following project make sure that the
  • 00:17:00 settings are applied like this if this
  • 00:17:02 is not the case you can change these by
  • 00:17:04 simply selecting a different option here
  • 00:17:06 if it's ok just hit the X and with that
  • 00:17:08 you can close that menu so with that we
  • 00:17:11 are ready to go we are not ready to
  • 00:17:12 prepare this data so we can see if this
  • 00:17:15 data is well structured in the way we
  • 00:17:18 need it in our later visualizations and
  • 00:17:19 then of course also start creating our
  • 00:17:22 first visualizations this is what we
  • 00:17:24 will do in the next lecture
  • 00:17:30 now as I said we can see a preview of
  • 00:17:32 the data stored in our source file very
  • 00:17:35 important we can't change our source
  • 00:17:37 file of course we can't just work on the
  • 00:17:40 data that we now basically stored here
  • 00:17:43 in tableau this means we can for example
  • 00:17:45 say that we are not happy with our
  • 00:17:47 column name right here this column here
  • 00:17:50 is named entity columns are also
  • 00:17:52 referred to as fields in tableau and if
  • 00:17:55 you double-click onto this name you can
  • 00:17:57 for example change it to country if you
  • 00:17:59 hit enter you see the names changed if
  • 00:18:01 we look at our second column right here
  • 00:18:04 we could also say that we don't need
  • 00:18:05 that code we have our actual country
  • 00:18:07 name right here we have the year and
  • 00:18:09 this year through emissions
  • 00:18:10 therefore this code column is not
  • 00:18:13 required so if it is simply selected and
  • 00:18:15 then right-click you can find this hide
  • 00:18:17 option selecting it will simply make the
  • 00:18:20 column disappear from our data and with
  • 00:18:23 that we already did our second data
  • 00:18:25 preparation step so this is what we
  • 00:18:28 could do regarding our columns here so
  • 00:18:30 we renamed our color names and we
  • 00:18:32 excluded a column already what we can
  • 00:18:35 also do is regarding the columns is we
  • 00:18:37 could change the format of the data
  • 00:18:39 these columns contain the data inside
  • 00:18:42 the columns so these different rows we
  • 00:18:44 have I'll refer to as so called members
  • 00:18:46 in tableau and regarding the members of
  • 00:18:49 this first column the countries I think
  • 00:18:51 the current formatting is okay what is
  • 00:18:53 the current formatting well you can see
  • 00:18:55 it right here with the symbol if you
  • 00:18:57 click on to this ABC you can see that we
  • 00:18:59 have the string selected as the current
  • 00:19:01 format type very important we can see
  • 00:19:04 that our column actually contains
  • 00:19:07 country specific data so actual
  • 00:19:09 geographic data therefore the string
  • 00:19:11 might not be the entirely correct
  • 00:19:13 categorization of this column as we have
  • 00:19:16 country data and as we can also create
  • 00:19:17 maps in tableau we might have to add the
  • 00:19:20 information that this is well country
  • 00:19:22 data and not only a simple string but
  • 00:19:24 this is our cupboard throughout the
  • 00:19:25 course for the moment we'll just keep
  • 00:19:26 the string so normal text as the
  • 00:19:28 formatting here the second column here
  • 00:19:31 if we click on to this hash tag is
  • 00:19:33 formatted as a number a whole number
  • 00:19:35 that's not entirely correct because the
  • 00:19:38 year is actually a date so let's change
  • 00:19:40 it as you can now see we get a default
  • 00:19:42 date SOI default day
  • 00:19:43 and evil month for all our members in
  • 00:19:46 that column as we only have annual data
  • 00:19:48 this is not a required information we
  • 00:19:51 don't worry about the formatting too
  • 00:19:52 much at this stage therefore that's okay
  • 00:19:54 for the moment and our last field right
  • 00:19:56 here if we check it is formatted as a
  • 00:19:58 whole number
  • 00:19:58 this is totally correct so we have our
  • 00:20:00 co2 emissions in tons format that's our
  • 00:20:02 number so if that the columns look fine
  • 00:20:05 already now I want to make sure that our
  • 00:20:07 rows also contain cleaned and perfectly
  • 00:20:11 usable data for that we can either
  • 00:20:14 scroll through the rows to check each
  • 00:20:16 single row might take a while we can
  • 00:20:19 also change the sorting of our rows here
  • 00:20:21 for that we can go to a column that we
  • 00:20:24 want to change the sorting for example
  • 00:20:25 here and now select this symbol the
  • 00:20:28 default sorting is the sorting according
  • 00:20:30 to the actual data source if you hit it
  • 00:20:32 once you see not a lot of changes here
  • 00:20:35 because we now change the order from the
  • 00:20:37 data source order to ascending and in
  • 00:20:40 case of our source file we have string
  • 00:20:42 data here and the data and the source
  • 00:20:44 file is ordered from A to Z
  • 00:20:46 alphabetically so we have an S ending
  • 00:20:48 order already therefore no changes here
  • 00:20:49 if I press it again you see we have a
  • 00:20:52 descending order so from Z to a the
  • 00:20:55 problem is that our countries apparently
  • 00:20:57 end at B naught at Z the reason for that
  • 00:21:00 is that we only see a data preview here
  • 00:21:02 but if we go to the right here this area
  • 00:21:05 we can increase the amount of rolls that
  • 00:21:07 should be displayed for example to let's
  • 00:21:09 say 100,000 hitting enter will give us
  • 00:21:12 fifteen thousand two hundred and thirty
  • 00:21:14 two rows well this is the amount of data
  • 00:21:16 our source file contains and with that
  • 00:21:18 we see that now we end at Zimbabwe we
  • 00:21:21 can change it back to ascending though
  • 00:21:22 like this still I'm not sure if our
  • 00:21:26 countries are all named correctly for
  • 00:21:28 that I can now well scroll through all
  • 00:21:30 our rows as we know to spill the rows
  • 00:21:31 and check if all data is correct
  • 00:21:33 or I simply select our country column
  • 00:21:36 right click it and now select elias's
  • 00:21:39 elias's simply allow us to rename
  • 00:21:42 members of our column and if you have a
  • 00:21:45 quick look you see all the members we
  • 00:21:47 have in that column without any table
  • 00:21:49 Kate so you see we have Afghanistan for
  • 00:21:51 many years we only see Afghanistan once
  • 00:21:53 right here and if I have a look at the
  • 00:21:54 data you can see that here ger
  • 00:21:57 this should actually be Germany to be in
  • 00:22:00 line with the other naming conventions
  • 00:22:01 it might make sense to simply change it
  • 00:22:03 so we can simply click right here to
  • 00:22:05 this value area and now enter Germany
  • 00:22:08 like that hitting okay updates our
  • 00:22:12 information and if I now scroll down
  • 00:22:14 until gee let's see yep here we are a
  • 00:22:18 little bit up here we have no Germany so
  • 00:22:21 we were easily able to replace the value
  • 00:22:24 stored in that member with a so called
  • 00:22:26 Liars and this means that we finished
  • 00:22:28 our data preparation the data is
  • 00:22:30 formatted fine and it is cleaned and we
  • 00:22:32 have the right amount of columns
  • 00:22:33 therefore we cannot jump ahead and
  • 00:22:35 create our first visualization
  • 00:22:42 to create a visual we have to leave our
  • 00:22:44 data source tab this tab down here and
  • 00:22:46 change to sheet 1 this is a so-called
  • 00:22:49 worksheet and this is the area that we
  • 00:22:51 will create our visualizations now I
  • 00:22:53 have to repeat this I will not dive into
  • 00:22:56 a lot of details regarding the features
  • 00:22:58 at this stage of the course so as I said
  • 00:23:00 just follow along to see how easy we can
  • 00:23:02 now create the visual here the important
  • 00:23:05 thing is that we have some dimensions
  • 00:23:07 here and some measures dimensions and
  • 00:23:09 measures are simply our categorized
  • 00:23:11 columns we have from the previous data
  • 00:23:13 source tab we have country in here right
  • 00:23:15 here and we have to see you to emissions
  • 00:23:17 right here down as a measure and we have
  • 00:23:19 this automatically created columns
  • 00:23:20 measure names measure values number of
  • 00:23:22 Records all covered later throughout the
  • 00:23:24 course not important at the moment but
  • 00:23:27 we could say that we actually want to
  • 00:23:28 display our co2 emissions now for
  • 00:23:31 different years what you can do now is
  • 00:23:33 we can simply select our year field like
  • 00:23:35 this and you can see the orange
  • 00:23:37 highlighted areas already so this means
  • 00:23:39 we can drag and drop the data you can
  • 00:23:41 see I can move to field so let's say I
  • 00:23:43 move this field up here to our columns
  • 00:23:45 see what happens yeah we have some kind
  • 00:23:50 of data in here so we have some years
  • 00:23:51 but what's missing of course is the
  • 00:23:53 actual underlying co2 emission data so
  • 00:23:56 the actual data base for our visual we
  • 00:23:59 can of course simply select now LSU
  • 00:24:01 emissions down there and now let's say
  • 00:24:03 we drag and drop it to our rows area
  • 00:24:06 like this yeah and as you can see with
  • 00:24:09 that we easily created this line chart
  • 00:24:12 just by dragging and dropping these two
  • 00:24:14 fields to this column and raw area right
  • 00:24:16 here if you click on to show me you can
  • 00:24:19 hide this pop-up that's a nice first
  • 00:24:22 step however I don't think our line
  • 00:24:24 chart looks very spectacular if you
  • 00:24:26 hover already you can see we have two
  • 00:24:27 co2 emissions for the different years
  • 00:24:29 but actually I would like to have a bit
  • 00:24:32 more data in this chart I would like to
  • 00:24:34 have to see you two emissions for our
  • 00:24:36 different countries actually for that I
  • 00:24:38 can simply select our country field this
  • 00:24:41 right here and now drag and drop it to
  • 00:24:43 this marks area then specifically to
  • 00:24:46 this color field because this will apply
  • 00:24:48 a different color to each single country
  • 00:24:51 we have in our data let's drag and drop
  • 00:24:53 it right here you see a quit warning
  • 00:24:55 that
  • 00:24:55 we shouldn't add more than actually 20
  • 00:24:58 members here our data contains 250
  • 00:25:01 countries so actually more than it
  • 00:25:03 should be but for the purpose of this
  • 00:25:04 example project we can simply select add
  • 00:25:06 all members here yeah and as you can see
  • 00:25:09 it probably is too much data for it
  • 00:25:12 we can see that this u2 emissions of the
  • 00:25:13 United States are well the highest
  • 00:25:15 obviously but for the other countries
  • 00:25:17 yeah I think we have just too many data
  • 00:25:19 in here
  • 00:25:20 so the next thing we could apply is
  • 00:25:22 actually a filter let's say to only have
  • 00:25:24 the top 5 countries according to their
  • 00:25:27 co2 emissions for this entire range
  • 00:25:30 right here we can of course also do this
  • 00:25:33 we simply can drag and drop the country
  • 00:25:35 field into this filters area now in case
  • 00:25:39 the drag and drop feature is not working
  • 00:25:41 this is a bug that unfortunately occurs
  • 00:25:44 from time to time you can simply select
  • 00:25:46 the field here and click on this arrow
  • 00:25:49 now press show filter this will add our
  • 00:25:52 country field to this filters area and
  • 00:25:55 now click on to the country field again
  • 00:25:57 this position and press edit filter this
  • 00:26:00 now is the same menu that would get if
  • 00:26:02 we were directly drag and drop the
  • 00:26:04 country fuse to the filters now we have
  • 00:26:07 different filter types available also
  • 00:26:09 covered in detail throughout this course
  • 00:26:11 I would like to have the top 5 countries
  • 00:26:13 only therefore we can select this top
  • 00:26:16 filter we want to filter data by a
  • 00:26:18 specific field it should be the top 5
  • 00:26:21 not the top 10 like this by the
  • 00:26:24 cumulative co2 emissions that's actually
  • 00:26:27 what we need right here some simply
  • 00:26:29 means that we take the cumulative values
  • 00:26:31 for all our years per country hitting ok
  • 00:26:34 now will decrease our country count to 5
  • 00:26:38 only you can see United States that it
  • 00:26:40 Kingdom Germany Russia and China with
  • 00:26:44 that we have the content of our chart
  • 00:26:47 but I'm not sure if this is the right
  • 00:26:49 chart type that I would like to have
  • 00:26:50 here for that let's maybe go to this
  • 00:26:53 ShowMe area once again click it and as
  • 00:26:55 you can see you can select different
  • 00:26:57 chart types here I'm not a big fan of
  • 00:27:00 this line chart I must say it's not the
  • 00:27:02 most impressive one why don't we change
  • 00:27:04 it to such an area chart right here this
  • 00:27:06 one yeah I think now this looks much
  • 00:27:08 better
  • 00:27:09 a bit of a more impressive chart type I
  • 00:27:11 would say there is only one last type
  • 00:27:14 that I would like to add because at the
  • 00:27:15 moment I can only see the country if I
  • 00:27:17 hover over the corresponding area of the
  • 00:27:19 chart but I would like to add a
  • 00:27:21 so-called label a label would display
  • 00:27:24 the name of the corresponding country
  • 00:27:26 already inside the chart here for that
  • 00:27:28 we can use the same approach here before
  • 00:27:30 we simply go to our dimensions area in
  • 00:27:33 this case select the country field and
  • 00:27:35 now drag-and-drop it as a so-called
  • 00:27:37 label like this to do this we can see
  • 00:27:40 the label here inside our chart and with
  • 00:27:43 that we finished our first project
  • 00:27:45 already as you can see this was quite
  • 00:27:48 easy we only had to drag and drop around
  • 00:27:50 our fields in the end to make sure we
  • 00:27:52 kind of tailor our chart and the data
  • 00:27:54 displayed there are lots of things to be
  • 00:27:57 discovered of course for example why do
  • 00:27:59 we have a blue field here in a green
  • 00:28:00 field right there but this is of course
  • 00:28:02 also common throughout the course but
  • 00:28:03 for the moment this is our first example
  • 00:28:05 project finished there is only one last
  • 00:28:08 firm you could do though because if you
  • 00:28:10 finish the project you might want to
  • 00:28:11 save it to do that we can simply go
  • 00:28:13 right here to the safe symbol click it
  • 00:28:16 once and now we have the point that I
  • 00:28:18 mentioned in the last lecture as we are
  • 00:28:20 using tableau public all our data can
  • 00:28:23 only be stored publicly on the tableau
  • 00:28:26 service I have to mention that again the
  • 00:28:28 data you store in this server is
  • 00:28:30 publicly accessible to anybody so don't
  • 00:28:32 add any kind of sensitive information
  • 00:28:35 here we edit our email already to
  • 00:28:38 download tableau public but if you don't
  • 00:28:40 have an account yet you also have to
  • 00:28:42 create an enteric aunt which gives you
  • 00:28:44 the option to access your profile on the
  • 00:28:47 tableau public servers therefore if you
  • 00:28:49 don't have such an account just click on
  • 00:28:50 to create one now for free right here so
  • 00:28:54 make sure to enter your name your email
  • 00:28:56 and your password tick this box right
  • 00:29:01 here to accept the Terms of Service and
  • 00:29:03 then click create my profile right here
  • 00:29:08 now your profile was created and with
  • 00:29:10 that you can give your first workbook a
  • 00:29:12 name let's maybe call it my first
  • 00:29:14 workbook co2 emissions you can give it
  • 00:29:20 you can name it wherever you want just
  • 00:29:21 keep in mind that everybody can read the
  • 00:29:23 name you apply right here now press save
  • 00:29:26 then your workbook will be published to
  • 00:29:28 tablet public might take a few seconds
  • 00:29:30 depending on your internet connection
  • 00:29:32 then the table public page will open
  • 00:29:35 automatically yeah we got it that we
  • 00:29:36 published the data and here we can see
  • 00:29:39 your data now stored on the table
  • 00:29:41 servers if you go back to your profile
  • 00:29:43 right here then you can see this
  • 00:29:46 workbook also here in your profile as I
  • 00:29:48 said anybody can access that you can
  • 00:29:50 also download or delete the workbook but
  • 00:29:52 we'll cover this part so how to download
  • 00:29:54 workbooks and how to use them on your
  • 00:29:56 machine or on other machines in the next
  • 00:29:58 module but the important thing is that
  • 00:29:59 we now finished our first tableau public
  • 00:30:02 project
  • 00:30:06 so as you saw working with tableau
  • 00:30:09 desktop is really easy it's a really use
  • 00:30:12 oriented tool and it's a lot of fun to
  • 00:30:14 work with it nevertheless there are of
  • 00:30:16 course lots of different features to
  • 00:30:18 dive into and to learn so what is
  • 00:30:20 actually covered in this course now we
  • 00:30:22 are almost done with getting started as
  • 00:30:24 you see this module is all about the
  • 00:30:27 first steps in tableau desktop we finish
  • 00:30:29 the installation process already and
  • 00:30:30 offers project you and now it's time to
  • 00:30:33 give you some additional course
  • 00:30:35 information so this outline and we'll
  • 00:30:37 also see how you can get the most out of
  • 00:30:39 this course in the next lecture
  • 00:30:41 after that in the second module we'll
  • 00:30:43 have a closer look at the tableau
  • 00:30:45 platform as I said tableau desktop is
  • 00:30:48 part of the tableau platform so an
  • 00:30:50 entire toolset you could say therefore I
  • 00:30:54 want to make sure that you are aware of
  • 00:30:56 this platform of this toolset in general
  • 00:30:58 and that you also understand where
  • 00:31:00 tableau is positioned within this
  • 00:31:02 toolset besides that I also want to dive
  • 00:31:04 deeper into tableau desktop so I want to
  • 00:31:07 show you the differences between the
  • 00:31:09 public version and the paid version in a
  • 00:31:13 bit more detail I also want to show you
  • 00:31:15 how the versioning of tableau desktop
  • 00:31:16 change because tableau desktop is a very
  • 00:31:19 well maintained tool so you get regular
  • 00:31:21 updates and this update flow changed a
  • 00:31:24 bit someone to make sure that you also
  • 00:31:26 understand this and we'll also have a
  • 00:31:28 look at some important information
  • 00:31:30 regarding a course project for example
  • 00:31:32 how to save your projects or how to use
  • 00:31:34 the attached project files after this
  • 00:31:38 module will be very well equipped to
  • 00:31:41 finally dive into our actual course
  • 00:31:43 project this is how we'll continue and
  • 00:31:45 as we learn already the first step then
  • 00:31:47 will be to really dive deep into the
  • 00:31:50 data preparation part of the blog
  • 00:31:52 this means we learn how to connect
  • 00:31:53 tableau to source files we'll focus on
  • 00:31:56 to CSV Excel and text files in this
  • 00:31:59 course we learn how we can connect
  • 00:32:01 tableau to different source files how we
  • 00:32:03 can combine these different source files
  • 00:32:05 to a new table that we can create we'll
  • 00:32:08 learn how we can structure our data and
  • 00:32:10 how we can clean the data I mentioned it
  • 00:32:11 already this can include things like
  • 00:32:13 excluding certain rows from our data we
  • 00:32:16 can also do simple tasks like renaming
  • 00:32:18 columns but we can also
  • 00:32:20 new columns new so-called fields which
  • 00:32:23 for example are a combination of two
  • 00:32:26 existing columns these are of course
  • 00:32:29 just some examples we have lots of
  • 00:32:31 different features to explore right here
  • 00:32:33 therefore I'm really looking forward to
  • 00:32:35 this module already at the end of this
  • 00:32:38 module we'll have created our own data
  • 00:32:40 set and this brings us to the next
  • 00:32:42 module right here module four in this
  • 00:32:44 module is all about the data analysis
  • 00:32:47 and visualization this means we will
  • 00:32:50 have a look at performing calculations
  • 00:32:52 simple calculations would be calculating
  • 00:32:55 averages or sums for example of specific
  • 00:32:58 data of a revenue for example besides
  • 00:33:01 that we will learn how we can create
  • 00:33:03 interesting data insights and visuals
  • 00:33:05 because tableau comes with a lot of
  • 00:33:08 different visuals and with a really nice
  • 00:33:10 drag-and-drop interface and the cool
  • 00:33:13 thing is that although the actual
  • 00:33:14 interface looks quite lean it comes with
  • 00:33:17 a lot of awesome features to really
  • 00:33:19 create wonderful and also interactive
  • 00:33:22 visualizations so we will learn how we
  • 00:33:24 can add this interactivity to our
  • 00:33:26 visualizations how we can for example
  • 00:33:28 easily dive deeper into a single visual
  • 00:33:31 by starting with data for different
  • 00:33:33 regions Europe and Asia for example but
  • 00:33:36 then with one single click within the
  • 00:33:38 same visual we are able to look at our
  • 00:33:40 data from a country level that's just
  • 00:33:42 one example of course as I said lots of
  • 00:33:44 ground to cover there after this module
  • 00:33:47 we finished all the core functions all
  • 00:33:50 the core concepts of the blog but at
  • 00:33:52 this point we'll only have single and
  • 00:33:54 kind of unrelated visuals time to change
  • 00:33:57 that and we'll do that in the fifth
  • 00:33:59 module dashboards and stories dashboards
  • 00:34:02 and stories allow you to bring more
  • 00:34:04 structure to our actual visuals because
  • 00:34:07 a dashboard allows us to create an
  • 00:34:09 overview page of all our single visuals
  • 00:34:12 which allow our manager for example to
  • 00:34:14 quickly understand the core development
  • 00:34:16 of the business within the last months
  • 00:34:18 or years or any kind of period you might
  • 00:34:21 want to present the story then is the
  • 00:34:24 next step after dashboard it allows you
  • 00:34:26 to release separate different visuals
  • 00:34:28 and to really think about a way to bring
  • 00:34:31 your data to life in a way that you tell
  • 00:34:34 what happened to your business for
  • 00:34:35 example step-by-step I mentioned that
  • 00:34:38 revenue cost and profit example earlier
  • 00:34:40 already this was just one approach
  • 00:34:42 though the general ideas for this module
  • 00:34:44 how can we transport the information our
  • 00:34:47 data contains our visuals contain in an
  • 00:34:49 easily accessible way that's basically
  • 00:34:51 required you of this fifth module with
  • 00:34:54 that we will be almost done with the
  • 00:34:56 course so at this stage you will know
  • 00:34:58 all the core features of tableau desktop
  • 00:35:00 so this means we will then conclude the
  • 00:35:03 course in the sixth module our wrap-up
  • 00:35:05 and next steps module here it's all
  • 00:35:07 about how to continue and well I'll also
  • 00:35:10 give you a quick summary of course to
  • 00:35:12 show you again what you learned
  • 00:35:14 throughout this journey one important
  • 00:35:17 note though if you know tableau already
  • 00:35:19 or if you have an idea of business
  • 00:35:21 intelligence in general already you
  • 00:35:23 might want to jump into the course at
  • 00:35:24 two specific stages one stage could be
  • 00:35:27 right here at the data preparation
  • 00:35:29 module this module is all about the
  • 00:35:31 actual data in its raw form this means
  • 00:35:35 if you want to find out if the blow is
  • 00:35:37 the tool for you and your team for
  • 00:35:39 example to be able to prepare data into
  • 00:35:41 clean data because the blow has great
  • 00:35:44 capabilities right here but there are
  • 00:35:46 also tools indeed tableau universe which
  • 00:35:49 might be more appropriate depending on
  • 00:35:51 what you want to achieve I'm referring
  • 00:35:52 to tableau prep right here we'll talk
  • 00:35:54 about that in the next module so if you
  • 00:35:56 want to find out if tableau is the right
  • 00:35:59 tool for you or if you just want to
  • 00:36:00 learn what you can do in this data
  • 00:36:01 preparation step then this is a good
  • 00:36:03 point of entry or if you just want to
  • 00:36:06 learn how you can create all some
  • 00:36:07 visuals in the blow and how to present
  • 00:36:09 these in a nice structure module four
  • 00:36:11 and five might be the ones you're
  • 00:36:13 interested in nevertheless I highly
  • 00:36:15 recommend to follow along the entire
  • 00:36:18 course from start to finish because you
  • 00:36:19 can dive into these models if you want
  • 00:36:22 to but you will have the best course
  • 00:36:23 experience if you really follow along
  • 00:36:25 the entire course with that we are
  • 00:36:29 almost done with getting started there
  • 00:36:31 is one important topic left though
  • 00:36:33 because for me it's very important that
  • 00:36:35 you enjoy this course and that you get a
  • 00:36:38 lot out of it
  • 00:36:42 so how do you get the most out of this
  • 00:36:44 course well the first part is the most
  • 00:36:47 obvious one watch the videos as I said
  • 00:36:50 in the last lecture you can dive into
  • 00:36:52 selected modules if you want you but
  • 00:36:54 generally I recommend to watch the
  • 00:36:57 entire course to watch the entire videos
  • 00:36:59 and to follow along very important here
  • 00:37:01 watch the videos at your speed you can
  • 00:37:04 change the playback speed in the video
  • 00:37:06 player I do my best to speak at a pace
  • 00:37:08 which fits most students but if it's too
  • 00:37:11 fast or if it's too slow for you change
  • 00:37:13 the speed in the video player and pause
  • 00:37:15 and rewind if you didn't understand a
  • 00:37:18 concept completely have a look at it
  • 00:37:20 again it's normal that you don't
  • 00:37:21 understand everything immediately I do
  • 00:37:23 my best to present information of course
  • 00:37:25 in a way that you only have to watch it
  • 00:37:27 once but there are some topics which are
  • 00:37:29 easier to grasp for one student and
  • 00:37:30 harder to grasp for the other one
  • 00:37:32 therefore take the chance
  • 00:37:33 use the futures of the video player and
  • 00:37:35 watch the lectures again it will only be
  • 00:37:38 beneficial for you besides that
  • 00:37:39 and equally important work along what
  • 00:37:43 they mean by that don't just watch the
  • 00:37:45 videos the entire course is created in
  • 00:37:49 an interactive way so follow along my
  • 00:37:51 steps create the project on your own
  • 00:37:54 also feel free to play around a bit but
  • 00:37:56 don't forget to come back to the path
  • 00:37:58 that I show in the videos because
  • 00:38:00 watching videos is one thing but really
  • 00:38:03 working with the tool on your own is the
  • 00:38:05 most important step to really learn how
  • 00:38:08 to work with this tool and to understand
  • 00:38:10 it this brings me also back to my
  • 00:38:12 initial point regarding the speed
  • 00:38:14 adjustment and deep pausing and
  • 00:38:15 rewinding if you follow along and it
  • 00:38:19 might take you a bit longer than me to
  • 00:38:20 write a certain formula for example hit
  • 00:38:23 the pause button finish the formula and
  • 00:38:25 then continue because in the end you
  • 00:38:27 should enjoy the course and you
  • 00:38:29 shouldn't be in a hurry
  • 00:38:29 the next point also builds up on this
  • 00:38:32 working a long point use the course
  • 00:38:34 resources attached to multiple lectures
  • 00:38:37 and to the last lecture of each module
  • 00:38:40 you can find my project and the
  • 00:38:42 corresponding source data so use these
  • 00:38:45 resources download these and of course
  • 00:38:47 we'll connect a blow to the source files
  • 00:38:49 as I do show it in the lectures because
  • 00:38:50 otherwise you can't follow along but
  • 00:38:53 also use my source files in case you're
  • 00:38:55 stuck
  • 00:38:56 in case you can't continue because it's
  • 00:38:58 very easy to miss a step or to do
  • 00:39:01 something in a different way that's all
  • 00:39:03 the good thing as I said because you
  • 00:39:04 can't play around but to fall along the
  • 00:39:06 course it's important to follow my
  • 00:39:09 structure because of course the whole
  • 00:39:10 project was built with a certain final
  • 00:39:13 product in mind therefore we have to
  • 00:39:14 follow these steps so in case you kind
  • 00:39:17 of lost your way download my resource
  • 00:39:19 and check where my project and your
  • 00:39:22 project differ
  • 00:39:23 besides these attached projects you can
  • 00:39:25 also find links in some lectures these
  • 00:39:28 are links which allow you to dive deeper
  • 00:39:30 into the official talks for examples or
  • 00:39:32 generally into further resources which
  • 00:39:35 allow you to dive deeper if you want you
  • 00:39:38 in case you use the attached projects
  • 00:39:41 and you just can find out why you can't
  • 00:39:44 continue so you're stuck basically then
  • 00:39:46 of course feel free to ask in the Q&A
  • 00:39:48 section I do my best to provide a fast
  • 00:39:51 support there and to make sure you can
  • 00:39:54 continue with the course there is one
  • 00:39:56 thing I want to mention though as I said
  • 00:39:58 I do provide any course related support
  • 00:40:01 related to this course project but I
  • 00:40:04 can't provide though is support on own
  • 00:40:06 implementations or personal projects
  • 00:40:09 that's not part of the course package
  • 00:40:11 right here but this doesn't mean that
  • 00:40:13 you can't ask these questions because
  • 00:40:15 you don't only have me you also have
  • 00:40:18 your other students and the greatest
  • 00:40:20 thing you can do is help others in the
  • 00:40:22 Q&A because if anybody asks correlate
  • 00:40:25 the questions are also question related
  • 00:40:27 to an own project then the best thing to
  • 00:40:29 practice your knowledge is to try to
  • 00:40:31 help others with the problems they might
  • 00:40:34 experience and there is no right around
  • 00:40:36 there in case you try to help and your
  • 00:40:38 answer well it's not a totally correct
  • 00:40:40 one it doesn't matter what you use you
  • 00:40:43 might get corrected and with that you
  • 00:40:45 and the person who initially asked the
  • 00:40:47 question both learn something new and in
  • 00:40:49 the end that's the core goal of this
  • 00:40:51 course so if that you can ask both
  • 00:40:53 course related and also other questions
  • 00:40:56 but I have to mention that again the
  • 00:40:58 core support from my side refers to this
  • 00:41:01 course and this project so with these
  • 00:41:04 basics finished it's now time to dive
  • 00:41:06 deeper into the tableau platform
  • 00:41:09 this is what we will cover in the next
  • 00:41:10 module
  • 00:41:15 welcome to this module we finished the
  • 00:41:17 basics already now it's time to dive
  • 00:41:20 deeper into the tableau world
  • 00:41:21 specifically into the tableau platform
  • 00:41:24 because as I said we will focus on two
  • 00:41:27 tablet s top in the public version in
  • 00:41:29 this course nevertheless I also want to
  • 00:41:31 make sure that you got a general idea of
  • 00:41:33 the entire tableau environment we are
  • 00:41:36 working in here so what's in this
  • 00:41:38 section well first we'll have a look at
  • 00:41:40 the table blood from in a bit more
  • 00:41:42 detail we will see where tableau desktop
  • 00:41:44 is located in this platform and what
  • 00:41:47 other tools might be of potential
  • 00:41:49 interest for you after finishing this
  • 00:41:51 course
  • 00:41:52 besides ed we'll have a look at the
  • 00:41:54 difference between tableau public and
  • 00:41:56 tableau desktop again we had a first
  • 00:41:57 look at that already and saw that the
  • 00:41:59 core difference is the pricing and some
  • 00:42:03 limited features tableau public has when
  • 00:42:05 comparing it to tableau desktop
  • 00:42:07 nevertheless I want to dive a bit deeper
  • 00:42:09 here to give you a better overview of
  • 00:42:11 some additional differences we have
  • 00:42:13 right here we'll also have a look at the
  • 00:42:15 tableau versioning tableau is a very
  • 00:42:18 well maintained tool this means you get
  • 00:42:21 constant updates and in 2018 the
  • 00:42:24 versioning so the version each newly
  • 00:42:27 updated tableau version gets changed I
  • 00:42:30 want to have a quick look at this change
  • 00:42:33 in versioning and all that the
  • 00:42:34 difference between a release version and
  • 00:42:37 a maintenance version of tableau then
  • 00:42:40 we'll move on towards our actual course
  • 00:42:43 project already for that we'll have a
  • 00:42:45 look at saving projects once again we
  • 00:42:47 learnt this already in our introduction
  • 00:42:48 project there is one specific bug only
  • 00:42:52 occurring in tableau public
  • 00:42:53 unfortunately I want to show you how you
  • 00:42:55 can avoid this bug and I also want to
  • 00:42:57 show you how to use the attached project
  • 00:43:00 files because you can find my project
  • 00:43:02 attached to different lectures
  • 00:43:03 throughout the course so if you're stuck
  • 00:43:05 make sure to download these and to be
  • 00:43:07 able to use these there are some things
  • 00:43:08 you have to take care of this is what I
  • 00:43:10 would show you in this part of this
  • 00:43:12 module and finally we'll have a quick
  • 00:43:13 look at your recommended settings in
  • 00:43:15 tableau to make sure you can follow
  • 00:43:17 along this course conveniently that's it
  • 00:43:19 with that let's get started
  • 00:43:25 so what is the tableau platform well we
  • 00:43:28 know that we have two core components we
  • 00:43:31 saw already the data preparation and
  • 00:43:34 data analysis and visualization also
  • 00:43:36 including dashboards and stories here
  • 00:43:38 for that we can say that our core tool
  • 00:43:41 that covers this important areas is
  • 00:43:44 tableau desktop we will have a dedicated
  • 00:43:46 look at the tableau workflow in the next
  • 00:43:48 module though but I think you got an
  • 00:43:50 idea of how tableau desktop works in
  • 00:43:52 general already throughout this course
  • 00:43:54 therefore these two areas are very well
  • 00:43:56 covered here nevertheless after
  • 00:43:59 finishing this course you could also say
  • 00:44:01 that you might want to dig a bit deeper
  • 00:44:03 here into specific areas for that you
  • 00:44:06 can have a look at some more advanced
  • 00:44:08 tools here generally tableau desktop
  • 00:44:10 also can be enough for advanced tasks
  • 00:44:14 this is an introduction course in the
  • 00:44:15 end a beginners course but as you will
  • 00:44:17 see throughout the course we have lots
  • 00:44:19 of powerful features available so also
  • 00:44:21 for an advanced user this can be already
  • 00:44:23 quite helpful but you will also see that
  • 00:44:26 when it comes to preparing data tableau
  • 00:44:29 has some limitations in the end so in
  • 00:44:32 case you need more power when it comes
  • 00:44:35 to preparing data to cleaning data to
  • 00:44:37 combining multiple tables so all these
  • 00:44:39 topics we have to take care of before
  • 00:44:42 our actual analysis then tableau prep
  • 00:44:45 might be the product of your interest
  • 00:44:48 here tableau prep allows you to access
  • 00:44:51 advanced data preparation features as I
  • 00:44:53 said for example to combine tables to
  • 00:44:56 establish more complex connections
  • 00:44:59 between different tables things like
  • 00:45:01 that so it goes into the ETL ETL stands
  • 00:45:05 for extract transform and load so for
  • 00:45:08 the process of safely accessing data
  • 00:45:11 from multiple sources and combining
  • 00:45:13 these to one single data set so
  • 00:45:15 basically what we do with tableau
  • 00:45:17 desktop but here in a more advanced way
  • 00:45:18 for tasks like that tableau prep might
  • 00:45:21 be worth a look but as I said to get
  • 00:45:23 started tableau desktop is totally
  • 00:45:24 sufficient
  • 00:45:25 besides that you also might want to
  • 00:45:27 share the results that we obtain in this
  • 00:45:29 course and as you saw we can store the
  • 00:45:32 data to the tablet loud in tableau
  • 00:45:35 public but with that both data is
  • 00:45:37 basically available for anybody
  • 00:45:39 so in case you want to have more
  • 00:45:40 advanced sharing features you also have
  • 00:45:43 tools available in the tableau platform
  • 00:45:46 these tools are table online in tableau
  • 00:45:48 server both have the same purpose both
  • 00:45:51 allow you to share tableau visuals or
  • 00:45:53 visuals you created in tableau desktop
  • 00:45:55 for example online but this time in a
  • 00:45:58 more private way so only selected users
  • 00:46:00 with specific rights can access that
  • 00:46:03 data and in the case of tableau online
  • 00:46:05 this data is stored on tableau servers
  • 00:46:08 but not as portable public on public
  • 00:46:10 service but private servers or if you
  • 00:46:12 use tableau server you can even saw the
  • 00:46:14 data on your own server so this is the
  • 00:46:17 first option if you want to share your
  • 00:46:18 results on own or on tablet servers in a
  • 00:46:21 more private way or if you want to
  • 00:46:23 access data from mobile devices there is
  • 00:46:26 a mobile app for tableau available for
  • 00:46:28 iOS and Android well if you want to do
  • 00:46:30 this then you can get this mobile app
  • 00:46:31 and this app allows you to access the
  • 00:46:33 data stored in tableau online or tablet
  • 00:46:36 server from mobile devices
  • 00:46:38 what you can't access the data from
  • 00:46:40 tableau desktop you need this step
  • 00:46:42 between which uploads the data from
  • 00:46:45 tableau desktop to W online and tableau
  • 00:46:47 server so that's it regarding you
  • 00:46:50 tableau platform as you see you have
  • 00:46:51 more tools available here at the
  • 00:46:54 corteguay at this stage again is that if
  • 00:46:56 you're just getting started with tableau
  • 00:46:58 tableau desktop covers a lot of these
  • 00:47:00 areas and it's the perfect point of
  • 00:47:02 entry to dive into the world of business
  • 00:47:04 intelligence or data analysis with
  • 00:47:06 tableau
  • 00:47:11 so tablet desktop is our tool of choice
  • 00:47:13 but we have this difference between the
  • 00:47:15 paid and the public version as I said I
  • 00:47:18 will refer to both terms interchangeably
  • 00:47:21 here in the course here I really refer
  • 00:47:22 to tableau desktop as the paid version
  • 00:47:24 and to tableau public as the public free
  • 00:47:27 version the core differences between
  • 00:47:30 these tools besides the price can be
  • 00:47:32 categorised into the data storage
  • 00:47:34 capabilities the data sources we can
  • 00:47:36 connect the tool to and also the data
  • 00:47:38 connectivity what they mean by that data
  • 00:47:41 storage means that tableau desktop data
  • 00:47:43 is stored privately this means you can
  • 00:47:46 store the Bata for example on your local
  • 00:47:48 machine therefore only you can access
  • 00:47:50 the information this is different in
  • 00:47:52 tableau public we learned that already
  • 00:47:54 I won't dive too deep into this now
  • 00:47:55 tableau public only allows you to store
  • 00:47:58 data in a way that I showed you in the
  • 00:48:00 last module therefore anybody can access
  • 00:48:02 the information big difference so if you
  • 00:48:04 want to use it at an enterprise level or
  • 00:48:06 with more sensitive data tableau public
  • 00:48:08 well not the tool of choice to be honest
  • 00:48:11 but as I said to learn tableau public or
  • 00:48:13 tableau desktop it's the perfect tool to
  • 00:48:14 get started beta sources also differ
  • 00:48:17 between tableau desktop and tablet
  • 00:48:19 public table desktop offers some
  • 00:48:21 enhanced data sources whereas tableau
  • 00:48:23 public only gives you a limited amount
  • 00:48:25 of data sources available if we go back
  • 00:48:28 to our starting project from the last
  • 00:48:30 module and click on to this tableau
  • 00:48:33 symbol in the left upper part of the
  • 00:48:34 screen an interface walkthrough will
  • 00:48:37 also be provided in the next module so
  • 00:48:39 no worries we'll have a closer look at
  • 00:48:41 the different functions here soon
  • 00:48:42 so if you click right here you see you
  • 00:48:44 have these different connection types
  • 00:48:45 you have file connections and server
  • 00:48:47 connections Oh data and here Google
  • 00:48:49 sheets and this web data connector so as
  • 00:48:52 you can see these are all the data
  • 00:48:54 sources we can connect tableau public to
  • 00:48:56 if you go to the official tableau
  • 00:48:58 website though a link is provided
  • 00:49:01 attached to this lecture and scroll down
  • 00:49:04 a bit you see that tableau desktop
  • 00:49:06 actually features hundreds of data
  • 00:49:08 sources you can also find data sources
  • 00:49:11 like the ones we can use of table public
  • 00:49:14 for example or data here
  • 00:49:15 or if you go down a bit you can see
  • 00:49:17 Microsoft Excel but you have lots of
  • 00:49:20 other sources here for example AWS
  • 00:49:22 services like Amazon afina you
  • 00:49:25 connected to Dropbox to Google Analytics
  • 00:49:26 to Microsoft Azure so lots and lots of
  • 00:49:29 connectors available that's a big
  • 00:49:31 difference and these connectors or the
  • 00:49:33 majority of these connectors is only
  • 00:49:35 available with the paid version of
  • 00:49:37 double desktop but as I mentioned
  • 00:49:39 already throughout this course the core
  • 00:49:41 interface the core concepts and the core
  • 00:49:43 features and how we use the tool doesn't
  • 00:49:46 differ between tableau desktop and
  • 00:49:48 tablet public so if you finish this
  • 00:49:49 course with tableau public it will be
  • 00:49:51 very easy for you to connect tableau
  • 00:49:53 desktop to any data source of your
  • 00:49:55 choice nevertheless I want to emphasize
  • 00:49:57 the difference right here the last core
  • 00:49:59 difference here is the data connectivity
  • 00:50:01 in tableau desktop we can defer between
  • 00:50:04 a life and an extract connection to our
  • 00:50:07 source data in terms of public we can
  • 00:50:09 use the extract feature only and also
  • 00:50:12 have a look at this difference in more
  • 00:50:14 detail in the next module just a very
  • 00:50:16 quick outlook here a live connection
  • 00:50:19 simply means that you can retrieve the
  • 00:50:21 data directly from the data source
  • 00:50:23 whenever you update information an extra
  • 00:50:27 connection height means that you
  • 00:50:28 basically store a snapshot of the data
  • 00:50:30 in your source file in the tableau
  • 00:50:33 internal memory as I said we'll dive
  • 00:50:35 deeper into this difference it's
  • 00:50:37 important to keep in mind though that
  • 00:50:38 such live connections in case you want
  • 00:50:40 these for some SQL databases for example
  • 00:50:42 these live connections are not available
  • 00:50:44 in the public version of tableau so
  • 00:50:46 besides the payment these are the core
  • 00:50:49 differences two important note stone
  • 00:50:51 there is a forty days trial available
  • 00:50:54 for tableau desktop a link to this trial
  • 00:50:56 can also be found attached to this
  • 00:50:58 lecture so in case you want to have a
  • 00:51:00 look at tableau desktop after finishing
  • 00:51:01 this course you can do this for 14 days
  • 00:51:04 for free so it's quite on my service and
  • 00:51:06 I want to emphasize that once again
  • 00:51:09 tableau public ships with the same core
  • 00:51:12 features as tableau desktop these are
  • 00:51:15 differences not a lot about that but if
  • 00:51:17 you're just getting started what you
  • 00:51:19 will learn here in this course can be
  • 00:51:21 applied to double desktop so these
  • 00:51:23 difference will only have an impact if
  • 00:51:25 you want to dive a bit deeper but for
  • 00:51:26 beginners
  • 00:51:27 tableau public is the perfect starting
  • 00:51:28 point
  • 00:51:33 this brings us to the last tableau
  • 00:51:36 platform related topic the updated
  • 00:51:38 tableau versioning until the beginning
  • 00:51:41 of 2018 the tableau versioning looked
  • 00:51:44 like that we had tableau 10.5 for
  • 00:51:47 example these very normal naming
  • 00:51:48 conventions for different updates if you
  • 00:51:50 got a new update you would have tableau
  • 00:51:52 10.6 if you would have a really big
  • 00:51:54 break changing update to whatever
  • 00:51:56 tableau 11 maybe tableau 11 never came
  • 00:52:00 though because in general 2018 the
  • 00:52:03 tableau versioning was updated from now
  • 00:52:05 on the versioning works as follows we
  • 00:52:08 have the year that's the first part of a
  • 00:52:11 double version so we would have tableau
  • 00:52:12 2019 dot in our case here and then dot
  • 00:52:16 the number of the release in that year
  • 00:52:18 this simply means that we you refer to
  • 00:52:21 the third tableau update in 2019 like
  • 00:52:24 this tableau 2019 dot free the same
  • 00:52:27 thing applies by the way also for the
  • 00:52:29 number of the maintenance release of
  • 00:52:31 this version so we have two different
  • 00:52:32 tableau types in the end we have release
  • 00:52:35 versions and maintenance versions now
  • 00:52:38 what's the difference here well a
  • 00:52:39 release version is basically the latest
  • 00:52:42 version with new features implemented so
  • 00:52:46 if you want to have two ladies tableau
  • 00:52:47 versioning you have to update to this
  • 00:52:48 version but you have to be careful of
  • 00:52:50 course if this effects any of your
  • 00:52:52 current projects especially in a bigger
  • 00:52:55 environment if you're working on a
  • 00:52:56 company based on a large-scale base with
  • 00:52:58 tableau you have to make sure that you
  • 00:53:00 don't install any updates which add new
  • 00:53:02 features which might crash your existing
  • 00:53:04 features just a side note here a
  • 00:53:06 maintenance release is a bit different
  • 00:53:07 maintenance releases only add important
  • 00:53:11 security updates or bug fixes to your
  • 00:53:13 existing tableau project no new features
  • 00:53:15 are added here this means if you don't
  • 00:53:17 want to update to the latest version of
  • 00:53:19 tableau and you want to keep using a
  • 00:53:20 current version this version will
  • 00:53:23 receive such maintenance updates for 30
  • 00:53:25 months and that's it with our dive into
  • 00:53:27 the tableau world I think you're now
  • 00:53:29 well prepared to dive into tableau
  • 00:53:32 desktop and to make sure we don't dive
  • 00:53:34 too deep or we dive into the wrong
  • 00:53:36 direction in the next lectures I'll show
  • 00:53:38 you some important must watches to make
  • 00:53:41 sure we apply the right settings we can
  • 00:53:43 use the project files correctly and
  • 00:53:46 that we also avoid a bug that occurs if
  • 00:53:49 we want to save the data in tableau
  • 00:53:51 public
  • 00:53:55 one question that might come to your
  • 00:53:57 mind is which saving buck am i referring
  • 00:53:59 to because we save the data in the last
  • 00:54:02 module already that's true but if you
  • 00:54:04 now go back to the project by clicking
  • 00:54:05 onto this tableau symbol here then you
  • 00:54:08 see that we have our data this is
  • 00:54:10 totally fine and if you want to save it
  • 00:54:12 we can press right here and we could
  • 00:54:14 save our workbook again also give it a
  • 00:54:17 new name or overwrite the existing
  • 00:54:18 workbook no problem at all that's fine
  • 00:54:21 but if I would remove all our fields so
  • 00:54:24 simply select it and press remove down
  • 00:54:26 here or select it and press Delete on
  • 00:54:29 the keyboard adhere right there right
  • 00:54:32 there
  • 00:54:33 so we deleted all the fields from our
  • 00:54:35 table worksheet here and if I would then
  • 00:54:36 go to the data source tab this will be
  • 00:54:39 the tab every work in the entire next
  • 00:54:40 module
  • 00:54:41 that's why I want to show you this right
  • 00:54:43 here and if I would now like to save
  • 00:54:45 this doesn't work as you can see the
  • 00:54:47 symbol is spread out I can also go right
  • 00:54:49 here to save nothing is working if I
  • 00:54:52 would go back to the worksheet and try
  • 00:54:54 the same thing nothing is here so to
  • 00:54:56 save any kind of progress we have in the
  • 00:54:59 next module you simply have to select
  • 00:55:02 any of the fields we have right here for
  • 00:55:04 example this country field and drag it
  • 00:55:06 for example to this columns area now you
  • 00:55:09 could press save as you can see it's no
  • 00:55:10 longer grayed out and as you can see you
  • 00:55:13 could now again overwrite the existing
  • 00:55:15 workbook or save a new one this is one
  • 00:55:19 thing you have to keep in mind but I
  • 00:55:21 refer to this lecture as there is a buck
  • 00:55:23 regarding the saving specifically in
  • 00:55:25 table public and this is not a bug this
  • 00:55:27 well you can describe this as a feature
  • 00:55:28 but if you would go back to the data
  • 00:55:30 source tab here and now it's safe you
  • 00:55:33 see it's not grayed out at all so you
  • 00:55:34 can click right here then you see you
  • 00:55:38 get this error you can't save the data
  • 00:55:41 here to tableau public as the tableau
  • 00:55:44 server you're publishing to requires
  • 00:55:46 extracts to be enabled the problem is
  • 00:55:48 that we are actually working with
  • 00:55:50 extracts as I said more about it later
  • 00:55:51 therefore we are experiencing a bug
  • 00:55:54 right here that's a bug only well
  • 00:55:55 available you could say in tableau
  • 00:55:57 public but if you go to the sheet as I
  • 00:56:00 showed you and press save right here
  • 00:56:02 then this bug won't affect you therefore
  • 00:56:05 you can easily save the data in tableau
  • 00:56:07 public
  • 00:56:08 with that you know how to save theta I
  • 00:56:11 also repeat this in the next module in
  • 00:56:13 case you're following along and you
  • 00:56:14 forgot this but I wanted to make sure
  • 00:56:16 that you can refer to this lecture too
  • 00:56:17 in case you're not sure about how saving
  • 00:56:20 works and in case you're working on your
  • 00:56:21 own project for example and you might
  • 00:56:23 experience that problem so this is how
  • 00:56:27 we can save projects by the way if you
  • 00:56:29 want if the initial project back without
  • 00:56:31 any changes we applied here you can
  • 00:56:34 simply go to file open from tableau
  • 00:56:36 public select this workbook right here
  • 00:56:38 it's important to be signed in I showed
  • 00:56:40 you this in the last module press open
  • 00:56:42 and with that our workbook was loaded so
  • 00:56:45 we can close this workbook here we'll
  • 00:56:48 play around where we played around no we
  • 00:56:50 don't want it save the changes and with
  • 00:56:52 that we are back in the actual workbook
  • 00:56:55 that we created in the last module so
  • 00:56:58 this is how saving and also while
  • 00:57:00 loading a workbook generally works in
  • 00:57:03 the next lecture I want to show you how
  • 00:57:05 you can use the project files that I
  • 00:57:07 provide in several lectures throughout
  • 00:57:10 the course
  • 00:57:14 although we creates the project together
  • 00:57:17 throughout the course you might have
  • 00:57:19 situations where you are stuck where you
  • 00:57:21 can't continue because your project is
  • 00:57:23 not working the way it is intended to do
  • 00:57:25 now to make sure you can continue and to
  • 00:57:28 also give you kind of a comparison
  • 00:57:30 opportunity so to compare your project
  • 00:57:32 with mine you can find my project
  • 00:57:35 attached to different lectures of each
  • 00:57:37 module and attached to the last lecture
  • 00:57:39 of each module how does this work right
  • 00:57:42 here we are in the third module of the
  • 00:57:44 course for example if you scroll for
  • 00:57:46 different lectures here you can see we
  • 00:57:47 have this resources tab this resources
  • 00:57:50 tab contains either the source file in
  • 00:57:52 this case I add a hint to the lecture or
  • 00:57:54 it contains my statues of the course
  • 00:57:57 project for example here formatting
  • 00:58:00 columns if you click onto this you can
  • 00:58:01 find my course project that's one way to
  • 00:58:04 find my course project another one is as
  • 00:58:07 I said if you go to the last lecture of
  • 00:58:09 the module right here and then click on
  • 00:58:13 to useful resources and links right here
  • 00:58:15 then you can find a quick description of
  • 00:58:18 how to use the attach project files and
  • 00:58:20 you can find the resources for this
  • 00:58:22 lecture these resources can include
  • 00:58:25 general source files right here or
  • 00:58:27 actual project files so here you can
  • 00:58:29 find the files attached to single
  • 00:58:31 lectures summarized in one single
  • 00:58:34 lecture and if you click on to this file
  • 00:58:36 for example right here the download
  • 00:58:38 starts and this Kyle s tanam indicates
  • 00:58:40 contains the finished project of this
  • 00:58:43 module after a download finished go to
  • 00:58:46 the folder where you saved your download
  • 00:58:48 in there you can find the zip file which
  • 00:58:50 you then paste to a folder of your
  • 00:58:52 choice as explained earlier I recommend
  • 00:58:55 to use the tableau repository here in
  • 00:58:57 this case I will use a different folder
  • 00:58:59 just for demonstration purposes then
  • 00:59:01 unzip the file and then you have the
  • 00:59:03 project file this is this Twp X file
  • 00:59:06 this is the project file and the
  • 00:59:07 corresponding source data used in this
  • 00:59:10 lecture or in this module then simp
  • 00:59:13 double-click onto this tableau file here
  • 00:59:16 we have the field we drag to the visual
  • 00:59:18 I explained that when we talked about
  • 00:59:20 how to save projects don't worry about
  • 00:59:21 that so for the worksheets this will
  • 00:59:24 work without doing any kind of
  • 00:59:26 reconnection but if you go to the date
  • 00:59:28 or step now you get an error because
  • 00:59:31 tableau is asking well where is the data
  • 00:59:33 file codes country region dot txt that's
  • 00:59:35 the fiber missing here in this case
  • 00:59:38 navigate to the folder where you
  • 00:59:39 unzipped this file you just downloaded
  • 00:59:40 and in this case search for the codes
  • 00:59:43 country region text file
  • 00:59:44 this is regions folder this file right
  • 00:59:46 here and press open with that we
  • 00:59:48 connected the first file now we have to
  • 00:59:50 connect the second file region full
  • 00:59:52 names click on to here and press open
  • 00:59:55 and with that we are back in the data
  • 00:59:59 source step the problem is that here
  • 01:00:01 tableau tries to combine the files this
  • 01:00:04 is our actual source file and this is a
  • 01:00:06 second connection it tries to establish
  • 01:00:08 you can simply press X right here click
  • 01:00:11 on to this arrow next to the file name
  • 01:00:13 and press remove with that our region's
  • 01:00:17 file is working again if we now change
  • 01:00:19 the data source up here from country and
  • 01:00:22 region data to population data by the
  • 01:00:23 way we will dive into all these steps in
  • 01:00:26 the third module of this course so in
  • 01:00:28 case you're wondering what we're doing
  • 01:00:29 here no worries I will of course explain
  • 01:00:31 all that this lecture is just here for
  • 01:00:33 reference keep that in mind so we select
  • 01:00:36 population data now then we have the
  • 01:00:38 same problem now to block can't find the
  • 01:00:40 population female CSV file
  • 01:00:41 well we again go to our folder go to
  • 01:00:44 population and here we can find this
  • 01:00:46 population female file press open like
  • 01:00:48 this with that we have the same problem
  • 01:00:51 as before so we can press close right
  • 01:00:53 here select the arrow next to the second
  • 01:00:55 connection and press remove and with
  • 01:00:57 that we have our project back the whole
  • 01:01:00 idea behind this process is that the
  • 01:01:03 source files are stored on my machine
  • 01:01:05 when I create the project and tableau
  • 01:01:07 stores these paths well to the folders
  • 01:01:09 on my machine
  • 01:01:10 obviously these paths are not the same
  • 01:01:12 on your machine therefore you simply
  • 01:01:14 have to tell the blog where your source
  • 01:01:16 files are located and this can be done
  • 01:01:18 exactly the way I showed it you right
  • 01:01:20 here so this is it as I said this
  • 01:01:23 lecture is only important in case you're
  • 01:01:24 stuck and in case you want to download
  • 01:01:26 my project files so use this lecture as
  • 01:01:29 a future reference
  • 01:01:34 we are almost ready to go now there is
  • 01:01:37 only one less thing I would like to have
  • 01:01:39 a quick look at for that I'm back in our
  • 01:01:41 initial project from the last module and
  • 01:01:44 what I want to talk about now are you
  • 01:01:45 recommended settings there are not a lot
  • 01:01:47 of settings we have to take care of I
  • 01:01:48 just want to make sure that the table
  • 01:01:50 version you're working looks and feels
  • 01:01:52 the same as the one that I am working
  • 01:01:54 with for that let's go to the data
  • 01:01:56 source tab quick to you and I said that
  • 01:01:58 already in the last module if you
  • 01:02:00 connect a blow to any kind of data here
  • 01:02:02 and the data is not displayed the way it
  • 01:02:04 is displayed for me make sure to click
  • 01:02:06 right here next to the source you are
  • 01:02:08 connecting to a blow tube and first make
  • 01:02:10 sure that this option is selected field
  • 01:02:12 names are in first row because all files
  • 01:02:15 provided in this course will follow this
  • 01:02:17 convention and very important go to text
  • 01:02:20 file properties and make sure that in
  • 01:02:22 this case for CSV files the separators
  • 01:02:25 text qualifiers the character set and
  • 01:02:27 the locale is set according to this
  • 01:02:30 default settings you can see right here
  • 01:02:32 this might differ depending on the
  • 01:02:35 region you are living in or depending on
  • 01:02:37 the language you have set for your
  • 01:02:39 computer therefore make sure to adjust
  • 01:02:41 this accordingly besides that that's of
  • 01:02:44 course optional but I just want to make
  • 01:02:45 sure that you can follow everything I'm
  • 01:02:47 referring to here if you go to help and
  • 01:02:50 choose language I recommend to use
  • 01:02:52 English United States right here because
  • 01:02:54 well this is what I'm using so in case
  • 01:02:56 you're struggling with any kind of
  • 01:02:58 fields or any kind of function or
  • 01:02:59 feature it might be easier to follow
  • 01:03:01 along that's it for the data source step
  • 01:03:04 if we go to our worksheet now we can
  • 01:03:07 also navigate to the file ribbon up here
  • 01:03:10 here we can go down to workbook local
  • 01:03:12 and this should be set to English United
  • 01:03:15 States in my case it's set to automatic
  • 01:03:17 because my locale is set to English
  • 01:03:20 United States on my machine but in case
  • 01:03:22 you have a different locale or in case
  • 01:03:23 you're not sure what your locale is
  • 01:03:25 change this to English United States
  • 01:03:27 right here and you can press yes you
  • 01:03:29 won't have any problems and with that
  • 01:03:31 you can also make sure that you don't
  • 01:03:33 have any problems with any kind of
  • 01:03:35 formatting topic or generally the way
  • 01:03:37 your data is displayed but that's it
  • 01:03:40 already with these adjustments we are
  • 01:03:42 now ready to go and this means in the
  • 01:03:45 next module it's time to dive into our
  • 01:03:47 course project
  • 01:03:48 and we will get started with the data
  • 01:03:50 preparation any data source step right
  • 01:03:52 here
  • 01:03:57 [Music]
  • 01:04:01 you