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Tableau Assignment

The document provides instructions for creating several Tableau visualizations using sales data to demonstrate the capabilities of the Tableau visualization package. The tasks include creating dashboards with multiple visualizations analyzing sales by region, monthly sales and profits, top selling categories and products, number of orders over time, and visualizations to support decisions around downsizing products and prioritizing business segments. The recipient is asked to create the visualizations, dashboards, and include titles, annotations and other elements to help communicate the messages clearly.

Uploaded by

Rohit Panikar
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© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
887 views

Tableau Assignment

The document provides instructions for creating several Tableau visualizations using sales data to demonstrate the capabilities of the Tableau visualization package. The tasks include creating dashboards with multiple visualizations analyzing sales by region, monthly sales and profits, top selling categories and products, number of orders over time, and visualizations to support decisions around downsizing products and prioritizing business segments. The recipient is asked to create the visualizations, dashboards, and include titles, annotations and other elements to help communicate the messages clearly.

Uploaded by

Rohit Panikar
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Tableau Visualizations

You are to make a number of small visualizations using Tableau that will give you an idea of what the
capabilities of visualization package are.
When you make your visualizations be sure to add the necessary elements to make them nicely finished
presentations (i.e., include title, annotations, sorting, coloring/highlighting, etc. as you see fit to best
communicate your message).
For your output, please post your resulting worksheets and dashboards to my email address
[email protected]

VISUALIZATION TASKS

1. Sales Analysis
a) Make a visualization showing the total number Customers, separated by region, for each ship mode.
b) Make a visualization showing monthly sales & profit comparison with running sum of new customers
each month.
c) Make a visualization showing which category, sub-category and product reps highest sale.
Make a dash board (DASHBOARD A) containing all three of these visualizations.
2. Company Sales Branches Comparison
Your CEO wants to have one chart that allows her to easily comprehend how many customers are
contributing to different sales % . You are to make four visualizations to put in a dashboard
(DASHBOARD B) to show your manager (one of which you’ll end up showing the CEO).
a) One focused on customers (Bar Chart)
b) One organized by % Sales(Bar Chart, 5 groups: <1 % , No Sales , <25%> , <50%> ,
<75%>,>100%)
c) Region Wise Sales and % of customers.
d) Segment wise profit %.
3. #Orders Analysis
a) Make a visualization showing monthly number of orders.
b) Make a visualization showing the top-N products sorted by profit%.
c) Make a visualization (graph or chart) showing all products with qty and sales%.
d) Using a scatter view, show that which product are making highest sales and profit.
4. Performance Evaluation
a) Review the data and make visualization(s) that supports downsizing the company by laying off
less profitable products.
b) Review the data and make a visualization(s) that supports recommending segment need more
attention.

This is your chance to get creative and explore additional Tableau features if you’d like. Put these in a
single dashboard (DASHBOARD F), and be sure to include explanations for both of these in brief
annotation boxes.

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