Hey, guys, welcome to Intellipaat Tableau is one of the most powerful business intelligence tool that is being deprived by the organizations to find the insightful information for their data Keeping this into mind, we have come up with a really comprehensive section on tableau Now, before we get started with the session, please do like this video and subscribe to our YouTube channel so that you never miss out on any of our upcoming videos Now let’s go over to the agenda for today’s session We will start with introduction to tableau We will learn how to install Tableau . We will discuss about tableau architecture Moving forward,we will understand the use of dimensions and measures in tableau we will look into various five types in Tableau Then we will learn how to perform calculations in tableau then we will learn about the LOD expressions in Tableau and then we will learn about the different charts and graphs in Tableau and also guys If you’re looking for an end to end certification course with tableau then Intellipaat provide you just the right course so that you can master in this field The link for the course is given below in the description box Now without any further delay, let’s get started Basically, these tableau products are divided into two types The first is the developer tools and the second one is still sharing tools So now developer tools is nothing, but they are used to create the dashboards, the worksheets Basically your visualizations So with the help of this developer tools, you create your visualizations and with the help of the sharing tools, the visualizations that you’ve created using your developer tools are shared to audiences Right? I hope I mean clear developer tools and sharing tools So we have tableau Desktop as the main developing tool okay we have tableau public as well Right So tableau desktop We have two additions We have personal and professional additions OK, all your development work are done right here in your tableau desktop You create your reports, you create your charts and all the analysis process is done in your tableau desktop Right And when it comes to Tableau public, it serves I mean, it is used for both the development and Sharing purpose Right You can develop your charts, your reports using Tableau public as well OK It is a feed free product offered by the tableau Company, but there is a limitation when it comes to tableau public You can connect it only to a limited Five types in which your data source must be right and there’s no security when it comes to Tableau public Everyone can see your data when you publish your dashboard in Tableau public OK, so this is about Tableau public Right And then we have the sharing tools OK Sharing tools They use the developer tools in order to develop your visualizations And then they shared your visualizations to the audiences OK We have Tableau online and Tableau server OK I think tableau online is not mentioned over here, but we have Tableau online and Tableau server We have two sharing tools OK But one limitation both, I mean, with the help of both Tableau online and Tableau server, you can publish your data But the limitation of tableau online is that ypu know editing of work books or any editing works are limited to the number of rows and your server data connections is required when it comes to Tableau online Right So Tableau Online is also a sharing tool But there’s one limitation which is nothing but editing of worksheets inside your tableau online is limited to the number of rows OK And if you need to have a server data connection in Tableau online But on the other hand, when it comes to Tableau server, it is also a sharing tool, OK It does use to share and create new visualizations for organizations especially Right So why do organizations use Tableau server they can also use Tableau public when it comes to publishing data? But when it comes to organizations, they need security Yes And Tableau Server is the sharing tool, which is used by all the organizations because it comes with full security, like the data of an organization is need to be secure Right So for that purpose, Tableau Server is used as a sharing tool So you can share your visualization, you can share your dashboard throughout your particular

organization Right You can decide to whom this particular visualization is to be shared, whether you’ll need to share only the visualization or you’ll need to share the visualization with the data to which particular member of the organization and so on So you can decide on that point when it comes to Tableau Server Right So Tableau Server is fully secure OK When it comes to your data, quick info guys, if you’re looking for an end to end certification training course for Tableau, then intellipaat provides you just the right course to help you master in this field The link for the course is given below in the description box Let’s continue with the session OK So you need to use your tableau desktop first to create your visualization And after that, you will have to connect to your tableau server Your Tableau server will have a user I.D and password which is provided by the organization for security reasons And then after which, you can publish your data into tableau server and you can decide who need who must view the data Let’s say your higher officials, your colleagues You should decide who should view the data along I mean, who should view the visualization and the dashboards that you’ve created and who shouldn’t or who should view it along with the data and so on Everything can be decided in your tableau server for the security reasons Okay So that’s why organizations prefer Tableau Server when it comes to publish Publishing the analysis Right And we have something called Tableau Reader So during the early days, so Tableau Reader was the only way for content creators to share the dashboard Right We didn’t have Tableau online or server or to share the visualizations that was created OK So they used to build visualizations using the Tableau desktop OK And these they used to share those visualizations using the tableau reader OK And you can share, the visualizations using the Tableau reader throughout the organization without access to the desktop So when people when people in your organization do not have access to the desktop So when I say they do not have access to the desktop, it means they aren’t supposed to have the access to the data itself Right So in such cases, such audiences will be provided with those visualizations using this tableau reader right early days This was the only sharing tool which was available Right And we have something called tableau Prep as well So Tableau Prep is one of the latest products launched by the tableau Company OK, it’s the tableau You can see it’s the ETL tool It’s the extract, transform and load tool of tableau OK So Tableau prep it It just prepares your data OK It’s personal data preparation tool I can call it a personal data preparation tool OK It just allows the users You can aggregate You can cleanse You can merge Different rows If you need it, it mean different columns or otherwise you can prepare the data for analysis in tableau that you need You will have some basic Things that can be that that need to be done Your data and you’ll need those options to be used during every analysis Let’s say you will need to split a particular column into two or you will need to merge two columns into one and you’ll need this merge to be there In all your analysis, in all your I mean, every time you open your tableau, you connect your tableau with your data source you need this much merged column to be that always, you needn’t go every time and keep merging or keep splitting So this is just an example OK, so this Tableau Prep, OK, it prepares the data by which every time you’ll be given the prepared data for the analysis you need not to start from the scratch Right I hope you understood about Tableau Prep as well OK So these are the different products offered by the tableau company OK Quick info, guys If you’re looking for an end to end certification training course for Tableau, then Intellipaat provides just the right course to help you master in this field The link for the course is given below in the description box

Let’s continue with the session So now this is our start page of Tableau We are going to connect our tableau with a sample superstore data which was provided by the tableau company itself during the downloading process Right So it is a Microsoft Excel file So I’ll just click on this By way, after which, I’ll be able to view all the Excel files available OK, I’ll click on the sample superstore and I’ll say open So as you can see, my sample superstore, the name of my data source, it’s visible over here OK This is my DataSource page right here OK The connection, it gives me the information about the which data source I am connected to the name of my data source, the type the files type, the which my date source belongs to OK And you have the different sheets available We have three sheets So as you can see in my Excel file over here, we have three sheets, Orders people and Returns OK We have three sheets available And similarly, you can see three different sheets over here And these are nothing but the named ranges of these three sheets So in Excel, whenever you create a sheet, a named range is automatically created OK So it is, you know, just the same, it is just a copy of your actual sheet OK And you there’s just this one small change between your sheet and your named range Right Your table or your sheet? It’s a defined the grid of you know cells of data Right And you’re named range It is just one or more cells through which you have assigned a particular name Right So I’ll just give you a very simple example OK, just one point by which you’ll understand why What is the actual sheet and what is the named range all about? Right So, for example, if I have a column in my any one of my sheet, any one of my actual sheet, and that is nothing but the sum of two different columns, let’s say column A one and B one or let’s say any two columns Right So the column header will be A one plus B one Right So when I go into my named rage Right The header will be changed, will be given a name It will be assigned a name as let’s say income plus expenses or whatever your A1 or A2 is supposed to be Right So that is a very small difference between your actual sheet and your named range But other than this, you will not be I don’t think there’s any difference when it comes to sheets and named range You can use both these to perform the analysis and tableau Right It will work just the same Right So now we’ll be using the different sheets over here OK Before that, let me tell you about this data interpretor, which is available over here Now, what is this data? Interpreter So data interpret So it just cleans your data It helps to clean your data This we have connected our data source OK And you have something called data interpretor over here So data interpretor It helps to clean your data Right What do you mean by cleaning your data? Right So when we create a sheet for To make it user friendly, we have some titans We have some stack headers We may have some notes okay we may have some empty since empty rooms or columns in order to add or whitespace and so on We might have all these photos and headers in our data, right So when we use this data interpreter, it helps to remove all those It detects all these types of extra fittings, OK, which aren’t needed for the analysis purpose It bypasses all these items and it identifies the actual data with which you will be analyzing you after connecting with tableau Right So this data up interpretor comes only when you Connect it with an excel file, a comma separated file, a PDF file and Google Sheets right this data interpretor works only for these types of files So if you’re connected with some other type of file, you won’t be able to view this data Interpreter OK Quick info guys If you’re looking for an end to end certification training course for Tableau, then Intellipaat Provides you just the right course to help you master in this field

The link for the course is given below in the description box Let’s continue with the session Yes And now this is known as the canvas over here You will drag your sheet over here So let me drag my first sheet OK So now I have my Order sheet over here and all the different columns and rows which are present in my Order sheet will be visible right here OK And I all I have to do is just drag a particular sheet and drop it in my canvas area OK, and then I’ll have to jump to my sheet It says go to work sheet over here where I will be building my visualizations Right But before that, let me I mean, let us just discuss about The different sorting options which are available over here OK And after which I’ll be explaining about this over here, we have two different ways by which you can connect your datasource with tableau The first one is the lifve connection and the second one is an extract connection OK Right now, by default, it is always a live connection OK, so now we have been connected with our DataSource Sample’s superstore in a live manner Right So I’ll just tell you all the basic formatting options over here, sorting and formatting options after which And explain about these two the differences between these two ways of connections OK So as you can see, you have this sorting order So right now it is in the DataSource order OK You can either change it to a to z ascending Right When I click on A to Z ascending all my Column headers, the column names, they will be sorted out in an A-to-Z ascending order Right So I have only one sheet over here and the columns of this particular sheet are sorted in this A to Z order OK You have Z to A descending and you have something called A-to-Z ascending per table and Z to A descending per table So now why does this per table come over here? OK So at one point of time, I can have a maximum of 32 tables in my canvas OK So we have this join joining process, which is which can be performed Let me have my second sheet OK, so as you can see, there’s a inner join which has been created between the two sheets OK We have four different types of joints Which we can change it with manually OK We’ll be discussing about this data joining and data blending soon in our upcoming sessions OK So right now we have two tables or two sheets in our canvas OK And by default and inner join is applied Right So now When I choose A-to-Z ascending per table OK, so first I’ll have my columns off my first sheet orders And as you can see, you have the sheet name right on top of the column name, which indicates to which sheet this particular column belongs to Right So as you can see after this, you have the people’s table and you have the people table again sorted from A to Z Right So it is A to Z per table or Z to A per table Similarly, if I say A-to-Z ascending.Okay, the columns of both the Tables get mixed up in order to arrange it in A to Z ascending order, as you can see, I have a product profit quantity which belongs to my orders table and after which I have region, which belongs to the people’s table and again orders orders and so on This is because it does not A-to-Z descending per able It is common A to Z ascending right And as you can see, you have two region columns over here One is a normal region and the other one is a region with people inside braces So what does this signify? This tells us that when you want to create a joint, you will need to have a common coloumn a common field by which a joint can be established Right So this tells me that the region of people is the field common? I mean, the region is the field which is common between both these sheets Right So this tells me the field which has been used in order to perform the joint

Right So this is just the So we have something called manage meta-data over here So they click on that We have a different field names which are available inside my Orders table OK The table name is given right over here and we have something called remote field name So now what does this remote field name stand for? So when I go back to my this page over here, when I click on this preview, DataSource over here, I can rename a column right here in tableau So more change is going to be made in my datasource But just for analysis purpose just for my way of Let’s say how my How I should, you know, understand this particular column, as I would like to rename this, make it a short form of it, I need it I don’t want such a big column name, for example, customer name I wanted to be CN and I don’t want to I want to make a short It might be any season So I would like I can very well rename the column OK Right here in tableau There’s no change going to me be made inside my actual data Right? So I can just double click on this option over here and I can rename it OK Or I can click on this dropdown arrow And I have this rename option over here I can use that as well So let me rename it does CN customer name OK, CN now the column has been renamed OK So again, when I click on this drop down option, I can reset it to the name it originally had Right As you can see, we have the customer name over here So now let me rename it CN Right And now when I go into this managing meta-data So as you can see The field name, it displays the field names inside Tableau right to see, and I had renamed my customer name to CN But though I have made a change only the field named this displays the change, but the remote field name it does It gives the orginal name as it is available in the datasource So. with this, you know, you can understand that field names are nothing but the names of the fields inside Tableau while working with Tableau, but the remote field name, it is the actual name of any particular field as it is available in your data source Right So this is the difference between field name and remote field name So at any point of time, if you have renamed your fields and you would like to view the original name of that particular field, you can use this remote field name option I mean, this column do just still, you know, go through that Right So we’ll go back to it And I’ll reset, the name of this OK And then we can we have different file types Available in tableau, and as you can see, you have something called ABC over here, you have a Globe symbol over here and you have a hash symbol over here, you have a calendar symbol and so on We have so just click on that small symbol which is visible And you can see these are the different data types which are available in Tableau OK, so this is a string datatype We have boolean true or false values We have date We have date and time We have number poll and number decimal and we’ve have something called geographical role So geographical role is nothing But it might be a country It might be a state OK, it might be a city We also have airports which can be linked With the help of the latitude and longitude we have built in latitude and longitude, OK, which can be assigned as a geographical role data type, so geographical role data type is used while creating maps Right So we’ll just go through all those things as well So basically these are the six different types of data types which are available with tableau some number as in decimal and hold We have date and time, date string Boolean and geographical rules OK, so this small symbol over here indicates which data type this particular column belongs

to OK Quick info guys If you’re looking for an end to end certification training course for Tableau, then Intellipaat provides you just the right course to help you master in this field The link for the course is given below in the description box Let’s continue with the session and we can also find out the number of all rows in this particular sheet So right now a thousand rows are visible If I would like to say I need only though only the five rows Only five will be visible, and similarly, if I want to find out, let’s say the twenty thousand rows As you can see, 20000 is something is our number, which was greater than the actual number of rooms available in my sheet So when I specify a number which is greater than my actual size itself, it will automatically be converted to go or original size So when you click on this view data over here right next to my sheet name, you will be able to see the entire data The total number of rows and all the different columns which are available in this particular sheet Right And you can very well hide and unhide a few fields, you would like to hide a few fields while the analysis purpose, right? You can very well do that with the help of Let’s say this dropped down over here You can just click on hide OK So customer I.D. is being hidden from my view OK, so I can just click on this show, Hidden Fields OK After which the field which was hidden will be greyed out OK And I can very well unhide it again in a similar manner OK And we have an option to split as well OK Let me say OK I have my OK I have my customer I.D., OK, first and I’ll have my country OK, so when I just just for an example purpose, OK? I don’t want to split my country as in real time as in a real use case scenario So just this is just for explanation purpose OK So when I go in to split OK So it will ask the separator by which I mean column Needs to be split OK, so I can mention the separator as hyphen or comma, semicolon, colon and so on OK And it will ask whether you need to split the first half for the last half or split All right And the number of columns which you need to create as and you want to place those splits in And so on OK i’ll just does Let’s see, you can also split the product name OK You have the split option And as you can see, product name has been I don’t think product name is OK It’s not split Let’s see Country OK So you can just the let’s say column I mean, customer I.D. you can just split it The customs split and out of dimension, either it’s a hyphen or a comma, and you know the separated the the delimiter, I have to mention it, after which I can separate either the first half or the last half OK, so this is the basic splitting option if you’ll need You can use these options inside your analysis OK So after going into the sheet OK See, these are the different splits that were created automatically with the help of the space as my little Yes, I did know, though, I had not mentioned anything in my product name split I did not mention a delimiter It has considered the space as the automatic delimiter and it has been split in to These many number of columns write in these cases Space has been chosen as the default split limiter and in customer id hyphen is has been

chosen as the delimiter If I want to mention anything else as comma, colon and so on, I can mention it, which will then be used as though spliter Right So yes, this is the basics about column formatting and sorting Okay Now we’ll be discussing about these two options over here The life and extract connections Right So now, as I told you, we’ll be discussing about the Live And extract connections different the differences between live and extract connection So first, let me theoretically tell you what both mean Right So when I only when I place any particular sheet over here, those options are visible OK I have a live or extract I can toggle between both OK One at any particular time I can either have a live connection or an extract connection So as the name tells me, live connection is nothing But my tableau is connected to my data source in a live manner in the sense that is always a connection between the data source and the tableau Right Your data might be in any in any type of file It might be in any cloud So when I say connected in a live manner, there is always a connection which is established between tableau and my data source OK So one limitation or one, you know what I mean? Problem which arises when we work with live connection is that the analysis speed or the way you are working with tableau the process speed might be affected when your data source is too large Right There might be a few lags, a few delay while analysis being performed of or even you’re creating visualisations Right here in tableau But one advantage when you have a live connection is that OK When youtry to refresh your life connection, whatever changes that have been that have been made in your Your data source, which it will be updated, right, children tableau OK But this refreshing process can also be done when you have an extract connection, but you need an Internet connection to perform the refresh When it comes to extract, right So I’ll just explained once more, when you have a live connection, you need only when you have an Internet connection, established live is possible, right? Because you are going to connected all the way to your cloud or your server or your data base Right So you’ll need Internet connection, which is established to have a live connection with your data source OK In such a case While working with the data that you have right now, you can just click on the refresh button OK After which your entire data here in tableau will be replaced by the data out Which might have updates that has been done during the course of time, after which you have established the initial connection, right? Only when you click on the extract I mean, only on the refresh button Your data will get updated As for the changes made in your actual data source OK But When you choose an extract connection, what happens is A snapshot of your data Of your original data Get a snapshot of your original data will be saved right here in your system in the tableau repository OK, so The processing speed is much faster because your so your data is right here and your system OK, every time you needn’t go all the way to your cloud, fetch data and perform the analysis, when you have the extract You do not have the data, but you have the snapshot of your data right here in your system So when do we use these This extract Connection So when you know, this extract connection can be useful

For example, when you Want to increase the speed in which you are performing the analysis and you have a very large set of data, and when you establish a live connection, know the analysis speed might be effective So in such cases, you can switch over to the extract connection On the other hand, if you are travelling when you do not have an Internet connection You can very well extract, you know, get an extract or snapshot of an original data And after which, you can keep on working, keep on analyzing your data while traveling When you are in an airplane mode or when you do not have an Internet connection, you can very well use the extract which will be saved right here in your Desktop Right So and you can also refresh your extract connection, but only after you you have an Internet connection established That particular update made in your datasource will be deflected right here in your tableau Right So these these are the two basic I mean these are the two I mean, these are the information about these two options available OK I hope you’ve theoretically understood What are the pros and cons of each? Right So now let me I have a very small excel fine As an example By which these features can be explained So now I will connect Change the data source over here So now I can also connect multiple data sources to my tableau One might be an Excel file, one might be some other file I can have two or more data sources At one point of time in Tableau and perform the analysis OK, that is the concept of data blending OK We’ll be discussing that with exemple as well So right now, let me first change the connection So I’m going to click on this dropdown arrow OK I can edit the connection, right? Going to edit the connection I am going to connect this live versus extract sample of a simple file to my tableau now OK So by doing this, my sample store will be removed OK And my live vs extract will be placed over here OK So I’ll just show you OK This is that Excel file My sample Do do do explain about Live vs extract It’s a very small file It has a few names, the states to which these particular users belong to the date of sale Sales that has been done and the corresponding sales OK, it’s just for an explanation purpose just an example Fine OK So right now this is my data OK And I’m going to perform analysis on this data Right So I have connected this excel fine with my tableau I have only one sheet And that sheet is visible right over here Right So let me say DataSource order OK So whichever order as you can see Yes Whichever order it is visible in my data source OK The same thing is done is the same order as being visible right here in my tableau OK, so now I’ll go to my sheet OK So since I tried to edit the connection, the split that I made in my previous example of my previous datasource remain over here as they do not belong to my data source itself, it belongs only to tableau, so it remains the right over here So I just delete all these things So this red exclamation mark over here? Tells me that this particular You know, field did not belong to this datasource Right OK So now, as you can see, I have the date name state And since which was available in my data source OK I’ll explain, what are these dimensions and measures all about? First, we’ll discuss about the connections, the two types of connections OK So now I have my name and I’m just dragging the name and dropping it in my view or in my rows You can use any one method OK, I’ll have my date Right And I’ll have my sales

OK Yes So now I have the information just as it is in my data source Now I’ll go back to my data source I’m going to add another name over here Let’s say shruthi who Belongs to Let’s say Andhra Pradesh OK, and the purchase has been made on the particular sales has been done on let’s say fifth of may 2019 and some let’s say 40 Just a random sales OK, so I have added a new row in my datasource Right And I’m going to save it OK, so now when I go in to tableau OK, so my new field, then my new row has still not been reflected, the changes that I have made to my datasource has not been reflected over here So now how to find The change how to find OK, I’ll go to my data source, please As you can see, we are connected with the OK Yes So we are connected in a live manner alright anfd now i’ll Refresh this Right So now how do I bring the changes here? OK All i have to do is, this is my data source name And then just double click over here, this is this is a refresh option over here When I refresh my data source OK OK So now, as you can see, the the row that I had added in my date source is being reflected in my data here in tableau OK So just right click on your data source Choose this refresh button OK After which, after which the update will be reflected right here in your tableau Right So this is With the help of the live connection and this is what happens in a live connection So how do you refresh a live connection? Just right, click and choose this refresh button OK Now let’s see what happens in a extract connection So if I want to choose My data source is to be connected in an extract manner Just click on this extract so as it says, extract will include all the data So right now, what are the different Fields which are available, all the necessity columns and rows which are available in my data will be included in the extract So when I try some my new field is right now added inside the data as well OK, so which means this field is also included in the extract which has been created So now when I tried to go to my sheet in order to perform my analysis, it will ask me So now sheet one live versus extract sample So save extract as So this is going to be saved as a tableau data extract in my tableau repository Right So I’ll say save OK Right So now my extract has been saved right here in my system OK So right now I do not need my Internet connection in order to work, in order to analyze my data source OK So similarly, we have everything just as the same But you will notice one small change, but we wichman indicate that you are connected in an extract manner OK So i’ll just show you see, I did not show you when we were in a live connection So while we are connected an extract manner, you will see two cylinders over here So one indicates the actual data source and the second cylinder indicates still EXTRACT, which is saved right here in your system, right? So right now, so as I was telling you, we have two cylinders over here OK Which tells me that we have been connected to our data ourselves in an extract manner OK, so now I’m going back to my data source OK And I’m going to add another name Save From Some state and the sales has been made on 10th may 2019 . OK And let the sales be some random number

OK, so now I have added another law in my data source I’m going to save it OK After which I move into my tableau So now again, I would like to refresh The data inside tableau and right clicking onto them and I’m clicking on refresh Right As you can see, my field that I had added right over here in my last row is still not being reflected inside my tableau, though I had made a refresh Right This is not being reflected in my tablet Now, why is that? Because this refresh button works only for a live connection So since we are connected in an extract manner, I will have to go into this extract Which is available over here And then click on refresh OK So as you can see, the entire content of the extract will be replaced during the extract refresh Right If you have modified filters,or hidden fields So when you tried to refresh, as I told you in an extract manner, the entire extract will be replaced with a new snapshot of your new data source right now After all, we went into this extract and then tried to refresh it We have this column I mean, this row which I had added in my data source so I hope you understood you know, What basically the basic differences between your live and extract connection, the pros and cons Right So You can just toggle between let’s go into a live connection again OK And this tells me extract includes all the data Till this Point of time So this is this is when I had refreshed last OK, so then this point of time your extract will include all the data which was available in your data source till this point of time OK, so after at this point of time, if I had made any changes in my data source only after refreshing to extract that particular change will be updated in my tableau OK And you might ask me a question when we have tableau server or when people are publishing dashboards in the tableau public itself OK So when changes are being made in the R datasource or when we have an organization every minute, there might be additional rows that might be changes that is being made in our data source So how do we perform this refresh during such? In all cases So in our Tableau online and tableau server, which is of sharing tool, we have options OK, we have scheduled refresh options You can refresh your data automatically You can set a timer Let’s say I want my data to be refreshed every five AM Once a day or every two hours once I want my data extract to be refreshed I want my data to be the refreshed You can assign such schedulers, extract, extract refreshes You have such options in tableau online as well as tableau server OK, you’ll need it Every time manually go and refresh and extract When you assign such a schedule, extract automatically your data gets updated And as your data gets updated, your analysis, you know it gets better because you have automatic extract refreshes that is being made Right So Yes This is about extract Let me just move again back to my live connection and I’ll go into my sheet now Now, as you can see, you have only one cylinder over here, right? I hope you remember when we were we were in extract connection we had 2 cylinders One is the one indicates the original data The second one indicates the snapshot And similarly, in a live manner, we have only one cylinder So with this small difference, you can identify in which way, in which manner your data source is being connected with tableau Either it does in a live mantle or an extract manner Right So I hope you understood the differences, the pros and cons between Live and EXTRACT the connection OK It again purely depends on your requirement, on your usage, on your file type

I mean, you’ll file size Whichever way you want your data to be connected Right So why? If you’re just going to use Tableau just practicing for this right here with our sample superstore It doesn’t matter You can either have a live connection or an exact connection that is in no way going to affect your analysis, analysis work Right OK, so now again, we’ll go back to our data source I will remove the sheet from the canvas and I’m going to edit the connection and go back to my sample superstore Right See, it’s just click away And as you can see, we had these field names in our View when we were discussing about the live and extract sample, right? That is why we have these red exclamation remarks for And I’ll just have my Order sheet and I’ll go back here and I’ll just remove them from The View or I can delete them from here Right OK So now we are back with that sample superstore data OK So now as you can see, again, we are in a live manner We have connected it in a live manner we have OK Though the DataSource name still hasn’t been changed Right So it sometimes happens when we tried to edit the connection over here So though we have a data source over here to name a new date source over here, the change sometimes might take some time or after a few, you know, after you start working for some time, it might I mean, it’ll automatically change So right now, let me just come back OK So right now, I’m going to connect it to a Microsoft excel file samplesuperstore Well Yes So we have our Sample superstore over here OK And as you can see, just show This is the PPT The slides that we have been provided, you will have it in your portal inside my courses tab inside 12th may 2019 Batch OK That’s the name of our batch And you can very well go through these slides OK You have the way you can connect with Tableau, you have all the different informations that we had discussed OK, now regarding metadata and data blending, working with metadata We had discussed how you can sort, how you can format OK, column sorting and formatting, all these options come under meta-data management OK, and now today I’ll tell you about what are these dimensions and measures all about OK So Tableau is very intelligent It differentiates it divides all the different fields available in your data source into two categories in two dimensions and measures So basically, dimensions are nothing but discrete data OK, and measures are nothing but continuous data So now why? Why does it say discrete and continuous? How does it differ the fields? How does it divide those fields depending on discrete and continuous nature? So now let’s say categories or city or country, these values, they never change For example, you might add a new country to it, but that particular country is discrete in nature to that particular country name I mean, I hope you understand what I mean by discrete The value of it will always remain constant Right But but but when it comes to, let’s say, a discount or profit quantity or sales, your sales might keep changing every minute Your sales might keep changing every year Right So it is not constant at any particular point of time It keeps changing It is continuous in nature Right So this is what it basically uses in order to differentiate between those fields So dimensions consist of those fields which are discrete in nature and measures will consist

of those fields which are continuous in nature Right So I’ll just show you You know how What major differences are there between these between the fields? You know, under these two headings, under dimensions and measures? OK So basically when you have a blue colour, you it means it is discrete in nature and it means it comes under the dimension And then you have this cound I mean, when you have green color OK, it means it is continuous in nature and it displaced under measure Right So let me just show you how to create a simple view In tableau OK, so this is our workspace This is a sheet one over here OK, I’ll just drag any of my fields and place it into my rows and columns Now, this space over here is known as the rows shelf And this place over here is known as the columns shelf OK So I place my category in my little shelf or you can also place it in your column shelf OK And I’ll have one measure or one field on the measure, which is continuous in nature and place it in my columns So now, as you can see, I have created I can easily swap these Field’s in my rows and columns with the help of this icon over here This is the swap I couldn’t control + w is the shortcut When I just click on this, all the fields in my rows will be moved into columns and all the fields in my columns will be moved in two rows So now, as you can see, I just click on this icon As you can see, my salesb has moved into rows and category in two columns So this is one This is a very simple visualizations that we have Created now OK So What what will happen we have different marks over here Right We have so many different marks We’ll be discussing about each and every mark Right So now to start with To tell you the difference between dimensions and measures What I do is I’ll try to, let’s say, a region and just drag and drop region into the colours mark Okay Now let’s see what happens I’m just dragging region and dropping into my colours mark So each particular category category is my dimension OK, it is discreet in nature So each particular categorie is being Divided into four colors Now, why four colors? OK So I have placed a region in my colors Mark and region is nothing but o discrete feels OK Discrete in a sense I have a countable number of values Or it has no finite number of members in its column I mean, this particular field has a finite number of members So as you can see, I have the color legend over here So my region field consists of four different values of four different members central, east, south and west And each region has been assigned a unique color Right And this indicates the western region, southern region, eastern and central Right So each particular category tells me the sales done under each particular region Right Similarly, I’ll place Some other dimension in color Let’s say a segment OK, can Let’s say Segmental ship mode OK, anything Let’s place our ship mode inside the color So it does nothing But I’m placing a discreet field inside all color Mark, as you can see, it is a discreet field It has four members of four finite values, OK? And each value is being assigned a unique color OK Right So when you place on any particular color, your tool tip gives you the entire information required to know about this particular color or space Right So this is what happens when we tried

to place a discrete field inside the colour’s mark