Into different types of dashboards, and you will leave with that understanding. By the end of the course, you should be able to create effective dashboards on your own, and you will also walk away with class files that help you get a head start. In each module, we'll work with a specific data set and build visualizations to be used on our dashboards. We'll be starting in Module 1 by working with a personal finance dataset. Using this dataset, you will learn how to use the Tableau Data Interpreter before learning about floating versus tiled windows..
We'll also cover item hierarchy and horizontal and vertical containers in this module. In Module 2, we'll work with a Tableau built in dataset containing Superstore basic sales information. During this module, we'll learn about graphic sizing, filters, formatting labels, and dual axis visualizations. Looking to support our channel and get a great deal? Become a member today to unlock ad free videos. That's right! Your favorite courses without a single ad. Interested in a specific video?.
Purchase one of our ad free courses individually. Looking for even more? Gain access to exams, certificates, and exclusive content at learnitanytime. com. More information can be found in the video description below. In our first module, we'll be working with a personal finance dashboard. There are eight zipped folders in the files in the video description, and you should pause the video. Grab all eight of those folders and unzip them onto your local hard.
Drive before beginning the course. Each folder is named for a module. We also have a module that's going to be using a built in to Tableau data set. That's why there's only eight zipped folders. In module one, we'll be using the data that's in the personal finance folder. And we'll start by using the Tableau data interpreter. You'll learn the difference between floating versus tiled. We'll also learn about item hierarchy and horizontal and vertical containers. Before we dive in and begin using the Tableau Data Interpreter, let's discuss what it does and what types of files it can work on..
It does not change the underlying data. You can review the results of Data Interpreter in an Excel workbook with a key for the Data Interpreter legend tab, which you can review to find out how to read results. If Data Interpreter does not provide expected results, you can undo its recommendations and use the original data source. visit us I'm already in Tableau Desktop on the home screen. And we have two files that we're going to be using for our personal finance dashboard..
One is an Excel file called Personal Transactions, and the other is a CSV file. called budget. Let's start with the Excel file on the left side under to a file. I'm going to go ahead and click on Microsoft Excel and I'm already in my personal finance folder and there's that personal transactions file that we're looking for. I'm going to just double click it. So in the data source view on the left, you see the connection and then under sheets. You'll see the checkbox for Use Data Interpreter..
Tableau has not detected that there could be issues with your data. The Data Interpreter would not be on the left side. It also wouldn't be there if you are not using the file type that it recognizes. So we are underneath where it says Use Data Interpreter. You'll see that you have your personal transactions. work book as well as a table in that workbook. And so just to show you what's in this workbook, I've opened it and you'll notice there's merge cells in row one and it has that personal transaction data..
Header. And then you have your other headers in row three. And in column G, that column has been put in the form of an Excel table. So that's why it's showing the sheet and the table They're actually two separate objects. And that's even though the table resides on the sheet. So that's why it looks this way under sheets. We're going to just check the box that says Use Data Interpreter..
And you'll see That it now says cleaned with Data Interpreter. And underneath that, you have a link that says Review the Results. It also tells you, if you're not happy with the changes, go ahead and uncheck the Cleaned with Data Interpreter checkbox. We're going to use the Review the Results link. It opens an Excel workbook, and on the first tab, you have key for the data interpreter..
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So you'll understand the results. So it lets you know the color coding, if something is - ID Card Make
Interpreted as column headers. It lets you know values in your data source, your actual data, that would be color coded green. So on and so forth. It also has a couple of links here. Um, with some helpful tools. So if you have any issues with data interpreter results, there's a Tableau support site that you can go to. And you can also get support from the link at the bottom..We have three other sheet tabs in here. The first of which is personal transactions. So you'll notice at the top that it unmerged the cells that had the heading personal transaction centered over them. And it just put that same heading in each of the cells, A1 through G1. In row three, you'll notice your color coding that lets you know that it's the header row. It was able to detect that as the proper header row. And the rest of it is data..
If you notice included on this, As just a regular column, not a table, is column G, which is in table format in the original file. Also notice there's a blank column, which is column F. Let's go to Personal Transactions, Subtables tab. And even though column G was in a table by itself, here it's showing along with the other data that doesn't have any kind of legend on it. And then the last tab is your full data set with the legend keys on it..
And that's the clean data. So basically, it got rid of the merge cells. and that heading personal transaction data. It detected the proper headings and it detected the data. Now, this is usually saved in a Tableau temp folder. And notice it's called marked dot personal transactions dot a series of numbers. And it's in my Tableau temp location. What I like to do is I like to save these like in the same folder. That I'm working out of, in our case, personal finance. So I'm going to go ahead and do a save as on this..
And just put it in my personal finance folder. And I'm leaving the same file name. And now I can close this file. So now we can go ahead, we're going to leave, we're going to use the cleaned data. So we're not going to make any changes with the data interpreter. What we are going to do is we're going to drag that personal transaction sheet. On to the logical layer here,.
So we can actually see the data here that we brought in from that Excel file. And I'm going to go to the gear in the upper right hand corner of that data grid. And I'm going to choose show hidden fields. And the reason I did that is so you know, we had that blank column F in the Excel file, so it didn't get rid of it in the clean file. But it hid it automatically when we brought it in here. And I'm going to go back to the gear and uncheck show hidden fields..
So now we're ready to add our other file to this mix. So right on the left, to the right of connections, I'm going to click the add link. And this is a CSV file, so we're going to use text file for this one. And so I'm already in my personal finance folder, and you can see it's an Excel comma separated values file, and it's budget. So I'm gonna double click budget to add that to the mix. And budget doesn't need to be cleaned with the data interpreter..
You notice, since we brought it in, it's saying you could use the data interpreter, but it's in good shape. We don't need to do that again. What we are going to do, You notice it has budget CSV under files, and we're going to drag budget CSV onto the logical layer. And when we drop it, you'll notice that it automatically created a relationship between the two files. And the relationship is based on the common field. category..
So we have a category field in personal transactions. And as you see in the data grid, now we also have a category field in the budget file. So it will always show as category and then in parentheses, budget dot CSV. So you can know which field Is from which source, we're good with the relationship. We don't have to do anything there. It was able to detect the common field automatically. What we would like is to merge the data, so to speak..
So in the upper half. of this data source screen, we're going to double click on
The personal transactions icon. And it just takes us to the physical layer. So it lets you know personal transactions is made of one table. And here we're going to again, grab budget from the left under files. and drag it and drop it into this layer. And this is where we get a join..So it does an inner join based on, again, that common category field. And we're good with the inner join. If we weren't, we could click on it and change it, but we don't need to do anything there. So when you look at your data grid now, you'll see the first several columns are from personal transactions. And then you get to the two columns that are from budget. And since we already have the category column from personal transactions,.
The only thing we're going to do is hide the category column. from the budget source. We don't need to have category displayed twice. So I'm going to just, you can right click on the header and choose hide for category budget CSV. So now that we have our data, In our Tableau workbook, we're going to go ahead and save this file. I'm going to call it Personal Finance, the name of the module. And what we're going to do next, now that we've saved our workbook, is we're going to start building VIZs that we will use on the dashboard that we're.
Going to create later in the module. When we get to creating our dashboard, we will also address The three other topics that we have in this module. And that would be floating versus tiled, item hierarchy, and horizontal and vertical containers. So now we're going to go to sheet one and we can see our fields from budget and we can also see the fields from personal transactions there..
I thought that I hid that category field for budget. So if it's still showing there. You can just right click on it and hide it from here as well. I just want to make sure that we don't have the same field showing twice, even though it has a slightly different name, it can lead to some confusion. And so the first viz we're going to build is a text table and we want to see the budget versus variants basically is what we're looking to do here..
So we're going to drag the budget field to columns, and we're going to drag the amount field also to columns. And then on the right, we're going to use our show me. And select the first vis type, which is text table. We want this in a text table. And then you notice since we used two measures for that, it gave us the measure name pill in the rows, as well as in filters. And you see your measure values on the left. Your marks card and it placed them in text as well..
So we're seeing the amount and the budget in our text table. We want our measure names to be in columns and not rows. So I'm going to just drag and drop it from rows to columns. That's how we're going to want our text table to look. And we want to create a calculation that will give us the variants. So what we're going to do is we're going to just do an ad hoc calculation. It's also known as an inline calculation. We're going to double click in columns to the right of measure names..
And it gives us an empty pill that we can type into. And so really simple calculation we're going to use here. So it's going to be, we're going to type, start typing budget. And when it shows up on the list, you can just tab it in and then we want the minus sign and then start typing amount. And I'm going to tab that field in. So budget minus the amount is the difference, the variance. We're going to press enter. So now we have that function and it did the sum of it. And what I like to do with my inline calculations is name them..
So I'm going to drag that sum budget minus amount and drop it in the field list. And from there, it's under measure names. I can go ahead and name it. And then I'm going to just press enter and notice it changes it up here as well. So what I want to do is change this back to a text table. Since we added another dimension, it automatically changed it to, excuse me, another measure..
It automatically changed it to a different type of this. So now I'm going to drag my measure names back to columns from rows. On the marks card at the bottom where it has measure values, I want to make sure that they're in the right order. So we really want them to be budget, amount, and then variance. So, I'm gonna just click and hold on amount, drag it down. You'll see that little orange y colored arrow, that's your guideline. And I want it to be underneath budget. So, budget, amount, and variance..
And notice our text table. Updated here. Now we want some more context for this text table. So we're going to go ahead and grab the category field and drag it to rows. And so now we're seeing the budget, the amount, and the variance based on each category. So now we're going to do just a little bit of formatting on our table. The first thing we're going to do is we're going to right click on the category label on our table and choose Hide Field Labels for Rows..
And then we want to format the numbers, the values for Budget, Amount, and Variance. So I'm going to just right click on any number, choose Format, and the Format pane opens on the left. And I'm going to go to the Fields drop down and choose Amount. So we want these to be formatted as currency with two decimal places. and any negative values to have the currency symbol but be inside of parentheses..
So we're going to do the drop down where it says numbers and we're going to choose currency custom which you'll see has two decimal places, parentheses around negative values, It's using the dollar sign prefix, and it also includes thousand separators. So we have that showing immediately in our table. We're going to go back to fields, select some budget, and do the same, currency custom. And then go ahead and do the variance field on your own. And your table should look similar to mine..
The next thing that we want to do is we want to have That category column has some color in terms of the column background and it detects the font rather. So what we're gonna do here is we're gonna go to our fields dropdown again in the format pane and select category. Right under default where it says shading, I'm gonna use like this dark blue color. If it's not showing on your palette, you can go to more colors and grab it from there..
Either way. Same thing. But then the thing is, is that it's not on every item, every row in the column, and you can't see the font. So let's go up to the font where it says Tableau medium nine point, and we're going to make the font white, but then we can't see the font where it is. Not shaded. And that's because there's some row banding going on. So, we're gonna go to the paint bucket to get to shading, at the top of the format pane..
And notice in your row banding, you have something other than none for both pane and header. We're going to do the drop down and choose none for both of those. And now you'll see that all of the rows in that column have the dark blue with the white font. Since we're here on color, up at the top under default, you're going to go to worksheet drop down and I'm going to shoot, choose like a light gray color, a little bit more contrast, something like that, and then I'm going to go ahead and do the drop down and I'm going then I'm going to shoot, choose.
Like a light gray color, a little bit more contrast, something like that. And last but not least, we are going to name this sheet, and I'm going to just double click it to name it. We're going to call it Budget vs. Variants Table, which also shows up as the title on the worksheet. I can go ahead and close that Format pane by using the X in the upper right hand side of it. And this would be a good time, there's Save icon right there on the toolbar, you can Control S, of course..
To save our file. So we have one visualization done for our personal finance sheet. Let's go ahead and do the new sheet icon and we're going to create another visualization. So for this viz we're going to create a bullet graph that will show the actual values versus budgeted values. So the first thing we're going to do is we're going to drag amount To rows, excuse me, to columns. And we're gonna drag budget to columns as well..
And we'll use category for our rows. Now we're gonna go to our show me panel. And we're gonna choose the bullet graph. It's the center one on the bottom row. And I'm gonna collapse the show me pane. We're going to grab category from the field list again, and we're going to drag it to color on the marks card. And we get our color legend on the right. So now a color has been assigned to each category, makes the graph a little.
Bit more useful and visually appealing. Let's go to our format menu. And we're going to choose shading and under default, let's give that same light gray color to our worksheet. The other thing that we want to do is. We want to go up to the toolbar where it says standard in terms of your view. Do the drop down and choose entire view so that the bullet.
Graph fills up the entire view. Now, I'm going to close that shading panel on the left. And I resized it, I don't need it to be that wide, just so I get some more working space here. So if you look at this bullet graph, I'm hovering over Home Improvement, and you'll see that it has a line, a vertical line way toward the left of it. Each of them do. They have these vertical black lines on the bar in the chart..
And if you hover over any of those lines, they tell you the average budget amount for that particular category. And if you hover over any of the bars, it tells you the category, the amount, and the budget. So that's your bullet graph. The last thing we need to do with this one is name our sheet and it's going to be actual versus budget. So before we move on to our third viz, let's go ahead and save..
And then bring up a new sheet. And now we're going to create an area chart that's going to show spending by month. So we're going to drag the date field to columns and we're going to change it to month year format. So I'm going to right click on its pill and I'm going to go down to the one that has the month and the year. We're going to also drag amount to rows and we're going to use show me. To change it to the area chart. So, you notice you need to have one date for an area chart at the bottom..
It's really good about ShowMe as it tells you what you need to be able to use that type of viz. It also needs one or more measures. So we've met that criteria. I'm going to go ahead and click it. So an area chart, I'm going to collapse, show me is really a filled in line chart. We're going to drag the amount field to color on the marks card. So now it gives us this color palette on the right, letting you know..
What amounts are represented in a range of that from light, light teal to darker blue. I really want this to be a dark blue, pretty solid color. So, what I'm going to do is on that color legend on the right, I'm going to do it's drop down arrow and choose edit colors. And where the palette says automatic, I'm going to do the drop down and you'll see that these are all the palettes that come within Tableau..
At the bottom, I'm going to choose custom sequential. It gets me closer to the blue color that I want. And I'm going to choose Stepped, Reversed. And I'm going to click on that first box, that dark blue box that's by its own. And I'm going to choose a different blue color. More like the royal blue that I used earlier. on the table column. And so when I click apply, I can live with this color..
It's not really about the formatting here. We're just creating visits to get to the dashboard, but this will do fine for now. So I've applied and I'm going to click okay. And now in the marks card, I'm going to click on color. And I want to make my color 100 percent opaque. Let's change this to fill up the entire view. Didn't really see much of an adjustment with this one. And then I want to edit the axis a little bit. So I'm going to right click on the axis and Edit Axis, and I'm talking.
About the X axis at the bottom. Now I believe our data goes from January 1st, 2018. to September 30th, 2019. I'm going to, and this may not be necessary, but it's good for you to know. I'm going to change the range from automatic to fixed and the fixed start date. I'm going to modify it to January 1st, 2018. And you'll notice as you're doing that your area chart is kind of sliding back and forth on the screen..
Um, I'm going to change the end date. to 9 30 2019. And underneath that, I'm going to uncheck show times at the bottom. I'm going to change the title to just say date instead of month of date. And everything we've done so far has been on the general tab. We're going to go to the tick marks tab at the top, and we're going to change them from automatic. The major ones from automatic. To fixed, or I changed it to none, to fixed. And we want the interval to be one month. And we can go ahead and close that box..
