Learn Tableau in 15 minutes and create your first report (FREE Sample Files)

Summary

This video offers a beginner-friendly introduction to Tableau, guiding viewers through creating their first dashboard using a sample chocolate sales dataset. It covers downloading Tableau Public, connecting data, and constructing visualizations like tables and charts. The tutorial demonstrates sorting data, applying filters to identify top salespeople, and combining multiple sheets into an interactive dashboard. It concludes with tips on saving and sharing the dashboard, making it accessible for further data exploration.

Takeaways

• 🚀 **Introduction to Tableau**: The video is an introductory guide to Tableau, a data visualization tool.
• 📊 **Creating Dashboards**: It teaches how to create a dashboard to visualize sales data of a chocolate business.
• 💾 **Downloading Tableau Public**: The first step is to download and install the free Tableau Public software.
• 🔗 **Connecting Data**: After installation, connect to data sources, using a sample dataset provided in the video description.
• 📈 **Understanding Data View**: The script explains how to preview and understand the data within Tableau.
• 📝 **Worksheets and Visualization**: Worksheets are used to create individual visuals, akin to pivot tables in Excel.
• 🗂️ **Sorting and Filtering**: Learn how to sort data in descending order and apply filters to find top salespeople.
• 📊 **Building Charts**: The video demonstrates creating column charts and adjusting them for better visualization.
• 🔑 **Interactive Dashboards**: It shows how to combine multiple sheets into an interactive dashboard.
• 🔗 **Linking Sheets**: Sheets can be linked so that selecting an item in one updates another, creating a dynamic report.
• 📑 **Saving and Sharing**: The final dashboard can be saved and published on Tableau Public for sharing with others.

Q & A

What is the main focus of the video?

The video focuses on introducing Tableau, a data visualization tool, and guiding viewers through creating their first dashboard using a sample dataset of chocolate sales.

What is the sample data set used in the video?

The sample data set used is about 'awesome chocolates' and includes information on salesperson, country, product, date, amount, and box shipping.

What is the first step to start using Tableau as per the video?

The first step is to download the free Tableau Public software from the provided link in the video description.

How does the video suggest to bring data into Tableau?

After opening Tableau Public, the video suggests connecting data from a file, specifically by opening the sample data set through the 'Excel' option.

What is a 'sheet' in Tableau according to the video?

A 'sheet' in Tableau is a single visual within the software, similar to a pivot table in Excel, where you can construct visuals using rows, columns, and values.

How can you visualize the amount generated for each country in Tableau?

To visualize the amount generated for each country, you can drag 'country' into the rows or columns area and 'amount' into the values area to create a table or chart.

What does the 'Show Me' button do in Tableau?

The 'Show Me' button in Tableau suggests different types of graphs that can be created based on the data currently placed in the rows, columns, and values areas.

How can you sort the columns in descending order in Tableau?

To sort the columns in descending order, you can use the sort buttons on the top of the Tableau interface and select the option to sort by the desired field in descending order.

What is a 'dashboard' in Tableau?

A 'dashboard' in Tableau is an interactive report that can combine multiple sheets (visuals) into a single view, allowing for a comprehensive presentation of data.

How can you filter the top 10 salespeople in Tableau?

To filter the top 10 salespeople, you can drag 'salesperson' into the filter area, edit the filter to show the top 10 by the sum of 'amount', and then apply the filter.

How does the video suggest saving and sharing the final Tableau dashboard?

The video suggests saving the dashboard by clicking the 'save' button and naming the report. Since it's Tableau Public, it will also publish the dashboard to the Tableau website for sharing.

Outlines

00:00

📊 Introduction to Tableau and Creating a Dashboard

The video begins with an introduction to Tableau, a data visualization tool, and aims to guide viewers through creating their first dashboard. The presenter shares their personal experience of learning Tableau and its usefulness. The focus is on analyzing a sample dataset of chocolate sales to understand sales patterns and identify top performers. The process starts with downloading Tableau Public and connecting to the sample data. The data includes columns for salesperson, country, product, date, amount, and box shipping. The presenter then explains how to view the data and proceed to the sheet option in Tableau, which is likened to a pivot table in Excel. The video demonstrates creating a simple visual to show the amount of sales per country and how to adjust the visual for better clarity and aesthetics.

05:03

🔍 Analyzing Sales Data and Creating a Filter

This paragraph continues the tutorial by showing how to create a new worksheet to analyze different aspects of the data. The presenter demonstrates how to view the top 10 salespeople by placing the salesperson in rows and the amount in columns, then sorting the data accordingly. A filter is then set up to display only the top 10 salespeople, which is done by editing the filter to show the top 10 based on the sum of sales amount. The presenter then combines two sheets into an interactive report called a dashboard. The dashboard is customized in terms of size and layout, with the option to make elements float for better arrangement. The presenter also shows how to adjust titles and formatting to improve the dashboard's presentation.

10:06

🌟 Enhancing the Dashboard with Interactive Filters

The tutorial now focuses on enhancing the dashboard with interactive filters. The presenter sets up the first sheet to act as a filter, which updates the top 10 list based on the selected country. This allows the viewer to see the top performers within a specific country. The presenter then adds a summary section to the dashboard, showing key metrics like total shipments, total amount, and total boxes sold. They also guide viewers on how to create a calculated field for shipment count if it's not already available. The presenter emphasizes the importance of formatting, including adjusting font size and style, and changing the number format to currency without decimal points for better readability.

15:07

💾 Saving and Sharing the Dashboard

In the final paragraph, the presenter explains how to save the completed dashboard in Tableau Public and share it with an audience. They caution against using sensitive business data on Tableau Public due to its public nature. The presenter invites viewers to share their thoughts and feedback in the comments and expresses interest in creating more videos on Tableau if there is demand. They also suggest watching a similar video on Power BI for comparison. The video concludes with a call to action for viewers to engage with the content and the presenter.

Keywords

💡Tableau

Tableau is a data visualization software that allows users to create interactive and shareable dashboards. In the video, the presenter introduces Tableau and guides viewers through creating their first dashboard using sample data. It is central to the video's theme as the main tool being demonstrated.

💡Dashboard

A dashboard in Tableau is a collection of visual elements like charts and graphs that are combined to provide an interactive and comprehensive view of the data. The video's objective is to help viewers create their first dashboard, showcasing how to arrange different sheets into a cohesive report.

💡Sample Data

Sample data refers to the预先定义的数据集 used in the video to demonstrate how Tableau works. The data set about 'awesome chocolates' is used to understand sales patterns, which is a practical example to engage viewers and teach them how to analyze data within Tableau.

💡Sales Pattern

Sales pattern indicates the trends or behaviors observed in sales data over time. The video aims to help viewers understand these patterns through visualizations created in Tableau, which is crucial for making informed business decisions based on the sample chocolate sales data.

💡Data View

Data view in Tableau is the initial screen where raw data is presented before any visualizations are created. It's where users can connect multiple tables or datasets and perform initial data modeling, setting the stage for subsequent analysis as shown in the video.

💡Sheet

In Tableau, a sheet represents an individual visual or a view of the data. The video explains that each sheet can be thought of as a pivot table in Excel, where rows, columns, and values construct the visual. The creation of multiple sheets is part of building a comprehensive dashboard.

💡Visual

A visual in Tableau refers to the graphical representation of data, such as charts or graphs. The video demonstrates how to create various visuals like column charts by dragging and dropping data fields into the rows and columns of a sheet, which is essential for data analysis and storytelling.

💡Filter

Filters in Tableau are used to refine the data displayed in visuals, allowing users to focus on specific subsets of data. The video shows how to set up filters to display the top 10 salespeople, which is a practical way to narrow down information for more detailed analysis.

💡Calculated Field

A calculated field in Tableau is a custom field created by the user to perform calculations or derive new data points. The video mentions creating a 'shipment count' calculated field to count the number of shipments, demonstrating the flexibility of Tableau for advanced data analysis.

💡Publish

Publishing in Tableau refers to the process of saving and making the dashboard available to others, either publicly or within an organization. The video concludes with instructions on how to save and publish the created dashboard, emphasizing the shareability of Tableau's outputs.

💡Tableau Public

Tableau Public is a free version of Tableau that allows users to create and share visualizations without cost. The video script mentions downloading Tableau Public and using it for the tutorial, highlighting its accessibility for beginners and educational purposes.

Highlights

Introduction to Tableau and creating a dashboard

Exploring sample data of awesome chocolates to understand sales patterns

Downloading and installing Tableau Public software

Connecting data in Tableau for the first time

Previewing data in Tableau's data view

Understanding the structure of data with columns like salesperson, country, product, date, amount, and box shipping

Creating the first visual by dragging 'Country' into rows and 'Amount' into columns

Transforming the table visual into a column chart

Adjusting the chart to show one column per country and sorting in descending order

Using the 'Show Me' feature to suggest different types of graphs based on the data

Creating a new worksheet to analyze top 10 salespeople

Setting up a filter to display only the top 10 salespeople

Combining multiple sheets into an interactive report called a dashboard

Customizing the dashboard layout and enabling floating behavior for sheets

Using one sheet as a filter to update another sheet's data

Adding a business summary sheet with total amount, boxes sold, and shipments made

Formatting the business summary with larger font sizes and currency format

Saving and sharing the completed dashboard on Tableau Public

Comparing Tableau with Power BI for a similar experience

Invitation for feedback and further exploration of Tableau in future videos

Transcripts

in this video let me introduce Tableau

to you and help you create your very

first dashboard we are going to look at

a sample data of awesome chocolates and

understand the sales pattern and who our

top 10 people are

I have recently started learning Tableau

and I found this technology quite

interesting and very useful so let me

share what we can do with this how to

get started and how to create our first

report let's go

[Music]

let's start by downloading the free

Tableau public software the link for

this is in the video description and

once you download and install this

software

open Tableau public

when you open the software it will greet

you with a welcome screen where it will

ask you to connect data in a file or

open one of the existing workbooks

because this will be the first time you

are using Tableau we will need to bring

in some data I have provided a sample

data set of awesome chocolates for you

in the video description grab the file

and open that through Microsoft Excel

option here so I'm going to tap on that

and then let's bring in the sample data

for our 10 minutes exercise

show you a preview of your data in the

table format our data has all of these

columns we have salesperson country

product date amount and boxer shipping

this is a chocolate business so these

sales people have shipped these kinds of

chocolates to various countries on the

dates available here and that is how

much money they have generated and that

is how many boxes they have shipped

given this information let's analyze

this with Tableau and understand the

whole process

so this is the data view within Tableau

if you have got multiple tables or

multiple data sets coming you can kind

of connect the data and do a little bit

of data modeling here

but let's go to the next one which is

the sheet option here so in fact it will

highlight that you know go to worksheet

here and then it will call this as

sheet1

sheet is one visual within Tableau so if

I want to have let's say five graphs for

a presentation then I need to create

five sheets

so each sheet the way we can think about

this is if we have used Excel before you

can kind of think about this like a

pivot table you have rows and columns

and values so whatever you put into rows

and columns that is how the visuals get

constructed

let us see a very simple visual where

I want to know how much amount has been

generated for each of the countries to

which we are shipping the chocolates so

we have country here we can drag and

drop it into either row or column area

alternatively you can also place them

here so let's just put that there so one

row per country I'll get it like this

Australia Canada India New Zealand like

that now here I want to see a value so

I'm going to take amount and put it

there and then the amount will show up

now in this visual here we have

constructed a table visual but you can

see that in the corner here the show me

thing lights up and this is where Diablo

suggests that given this data you could

create any of these kind of graphs so

let's select a column chart that shows

up like this now here it is stacking one

on top of another I don't really like

this so I'm gonna take the country and

put that into columns so that we can see

one country per column now accidentally

what we have actually done here is not

only we created one column per country

but we have also highlighted each column

in a different color this may not be

necessary but what is happening is

because of the way we have set up

Tableau has actually done both things it

has created a column chart but it is

also given different colors to each

country and that is done to the marks

area here that you see on the screen

so for now what I'm going to do is I'm

gonna remove this one so that there is

no marks and each country

takes up the same color so this is my

basic graph that shows how much we are

doing by each country

let's say you like this but you want to

arrange these columns in the descending

order so that this country with the

highest sales is on the left and the

next country follows to do this you can

use these buttons on the top and click

on this and instantly it will adjust

like this this looks pretty good now

let's go ahead and create

in a different way so I already have a

sheet called sheet1 where my countries

are listed I'm gonna use the plus button

again on the sheet and introduce a new

worksheet or a sheet where we are gonna

now look at some other features of

tableau so let's say I want to see who

our top 10 sales people are so we can

take sales person and put it into rows

and

amount into columns

and we will get a graph like this each

sales person and their abouts and again

we will sort this so that we will see

this information coming up in this order

now because we want to filter this just

so that we are only looking at the top

10 people we need to set up a filter so

this is where the filter option comes in

here I'm going to take the sales person

again and put it into filter

and then here it will show me the kind

of filters that I want to do the default

would be I can for example exclude a few

people and click OK and those people

will go away but that's not the filter

that we want what we want is we want to

see the top 10 people so I'm gonna go

and edit the filter you can just click

on that little arrow and edit it

and from here

I'm just going to tap on all button here

so that everything is selected and go to

the top and then say by field top 10

amount

sum of amount so this looks perfect and

if you want you can adjust this you can

change this to bottom and click OK and

then this is going to show you these top

10 people so now we have two sheets one

showing me what is happening by country

and another showing me what is happening

by

person

let's go ahead and bring these two

together so that we can present it in a

interactive report that kind of a thing

is called dashboard so you can introduce

a new dashboard by clicking on this plus

button here

when you add a new dashboard again

Tableau will give you a canvas usually

the canvas or the space for the

dashboard is kind of like an A4 shape so

it's tall and less wide like this but if

you want you can change the size so you

can use the size option here and you can

specify a different

size so you can kind of say automatic

and then that'll kind of stretch the

whole thing or you can use fixed size or

specify a range I'm just going to go

with automatic so that we stretch out

the whole space and then we have both

sheets our sheet 1 and Sheet two these

are the ones that we have created and

you can introduce them you can just uh

click and drag and drop it here and do

it like this depending on how you put

them both charts will go and sit on the

screen I'm going to collapse that now

this is uh the default layout that works

but if you're not happy you can

rearrange everything the default

behavior when you add stuff here is a

toilet Behavior but you can also set up

a floating Behavior one way to do this

is once you already have stuff here you

can use the more options and uh

enable the floating thing here

I'm gonna make both of these floating

and then what I'll do is I'll rearrange

them

so that they look the way we want

and when you are making these floating

another way is if you want to make sure

that the sheet is actually stretched

inside you can go on this Arrow fit and

then entire View and that will stretch

the visual to fit into the entire view

so that there is no

issues with

alignment of these things so now I have

got sheet 1 and Sheet 2. while the

information is useful the names are not

good again you can use this and

either uncheck the title or you can edit

the title here alternatively you can go

back here and you can kind of type a

title so I'm gonna type a title here

that says

sales buy and here

10 save so now when I go to the

dashboard those are the titles that will

show up this is all good let's just

click on Australian and see what happens

when I click on the Australia Australia

gets highlighted here but none of my top

10 list changes so what I want to do

next is if I tap on Australia here I

would like to update this list to show

me who our top 10 people are within

Australia

so for this to happen we need to select

the first sheet and then

click filters

sorry click this and then say use as

filter

now that we have set this particular

sheet to be used as a filter if I type

on Australia my top 10 list here changes

and then shows me how these people are

doing uh who are the top 10 people

within Australia so we can go to India

we can see here that chess burner is our

highest person Canada we can see that

this is all good but it is kind of like

two parts of the puzzle but without any

introduction so a good way to wrap up

this particular dashboard is maybe we

can move everything down

and then show a quick business summary

on the top up top what I would like to

show is total ship total amount how many

boxes we have sold and how many

shipments we have made the three numbers

so I'll go back here and add one more

sheet this time let's use the show me

option here to build what we want so I'm

gonna start by adding total amount and

then select the table option this is

what we want to construct and then add

boxes there turn this into a table so

we'll have amount in boxes now these two

are good but what I want to do is I want

to count how many shipments are there

the shipment count is if I go to my data

view each row is one shipment so I just

want to count how many rows are there

so for this to happen we need to now

create account in fact Tableau is quite

helpful it has already done a data count

Here If You observe this you know it's

uh but let's just say you don't have

this or you want to use something on

your own what you could do is you can

right click anywhere and then say create

calculated field and then create your

own calculation

so this is kind of quite it goes quite

deep but you can create your own thing

so I'm gonna say shipment

count and you can already see that count

square brackets data is used so this is

the count function that we are using but

you can see there's lots of other

functions that you could try out

let's use that and then that shows up my

shipment count and I'm just gonna take

out the the other one so this these

three information are here this is good

but I don't like the vertical

orientation so I'm gonna take measure

names and put it into columns so that I

get this kind of a format and now this

is perfect at this point if I want I can

just rename this as

business summary

and while you are here if you want you

can apply some different formatting on

these things

as you wish so business summary is

showing up in blue color and if you want

you can apply different colors and other

other things as well now let's go back

to our dashboard and bring that business

summary here so I'm gonna take sheet3

put it here and make sure that this is

also floating

and resize this like that

up top and then finally make sure that

this is fitted into the entire view so

we get this so this looks perfect I can

click on Australia and then this is

actually changing the entire report for

me UK India

beautiful

let's just do one last thing which is

take these numbers and make them big so

that they are easily readable or

eye-catching so we'll go back to sheet

3. to do that once you are here just

right click on any of these and then say

format and this will take you to the

formatting of this right now we are

formatting the fields measure values and

then

the font is this from here you can

adjust the size so let's just make this

16 points and I'm gonna go with the semi

bold version so that the numbers look

good and uh

and then let's just adjust the

formatting of this from number to

currency let's take out the decimal

points so this looks perfect and when I

now go to my dashboard I'll have these

big text values for my key summary

information and the graphs and

everything looks beautiful

so now that we have finished all of this

you might think okay what do I do how do

I save this and how do I share it with

my audience

to save this you can just hit the save

button here and then this will ask you

what is the name of this so I'm going to

call this as our first report

save it

and this will because it's Tableau

public it's not only going to save this

but it's going to publish this to the

Tableau website where anybody can see it

that's the whole idea of Tableau public

so don't use your business data or

sensitive information with Tableau

public but if you want to use your own

business data or something then you need

to get the paid membership of Tableau to

be able to use that but once this is

there you can see it you can share it

with anyone and they can also interact

with the data to see what is going on

um and you know get all the information

so that is uh the basic introduction to

Tableau I hope you found this useful and

interesting let me know in the comments

how you found it if you enjoyed this do

give it a like and if you want me to

talk more about Tableau like I mentioned

I'm learning this technology I would be

Keen to share more videos on this topic

so do let me know in the comments as

well

to get a similar Vibe of how power bi is

check out this video that is shown on

the screen it will give you a same

walkthrough but with power bi I'll catch

you there

bye

[Music]