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Sales Analytics Personal

The document outlines a project involving sales and marketing analytics for a pharmaceutical company. It describes setting up the development environment including PostgreSQL, Docker, Airbyte for data integration, and Tableau and Power BI for data visualization. It provides instructions for setting up PostgreSQL and Airbyte containers in Docker, importing data into pgAdmin, and connecting Tableau to visualize the data. Python is also used for data analysis, visualization and feature engineering using libraries like NumPy, Pandas, Matplotlib and Seaborn. The GitHub repository containing the project is linked.

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43 views

Sales Analytics Personal

The document outlines a project involving sales and marketing analytics for a pharmaceutical company. It describes setting up the development environment including PostgreSQL, Docker, Airbyte for data integration, and Tableau and Power BI for data visualization. It provides instructions for setting up PostgreSQL and Airbyte containers in Docker, importing data into pgAdmin, and connecting Tableau to visualize the data. Python is also used for data analysis, visualization and feature engineering using libraries like NumPy, Pandas, Matplotlib and Seaborn. The GitHub repository containing the project is linked.

Uploaded by

caraocultamusic
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Sales Analytics Personal Documentation

Project Summary:

The project is about sales and marketing Of a Pharmaceutical Company and sales and
marketing in different sectors where we have to analyze a dataset and find insights with
the help of some use cases and try to make an end to end pipeline.

➢ Development Environment:
● Database - PostgreSQL/pgadmin4
● OS – Windows/Linux
● Browser - IE/Firefox/Chrome
● IDE- Visual Studio Code/Jupyter Notebook/Pycharm
● Web based application- Tableau/Power bi
● Data integration platform - Airbyte

➢ Setting up the Environment

Setting Up Docker

Download Docker Desktop for Mac or Windows. Docker Compose will be automatically
installed.

Setting Up Airbyte

Run this in Directory/Command Prompt

cd airbyte

docker-compose up
❖ Setting Up Postgres Container in Docker

Prerequisites

To use the Postgres destination, we'll need:

● A Postgres server version 9.5 or above

Run this in directory/Command Prompt

docker run --name airbyte -e POSTGRES_PASSWORD=password -p 5432:5432 -d


postgres

Install PostgreSql

Download and install PostgreSql from here.

Install pgAdmin

Download and install pgAdmin from here.

Install Tableau

Download Tableau Desktop for Mac or Windows.

Install PowerBI

Download Power BI for Mac or Windows.

❖ Airbyte Setup:
After setting up airbyte and postgres, on airbyte setup source as file that will be
your dataset, and setup destination as postgres i.e what we setup earlier postgres
container in docker. For doubts while setting up postgres you can follow instruction as
given here, follow from Step 2

Connect source and destination, sync them


❖ pgAdmin Setup:

Create a database in preferred server,

That would be under servers < servername < Database, refer here in case of doubt.

Create table in that database corresponding to your dataset,

That would be under servers < servername < Database < Database Name < Schemas <
public < tables refer here in case of doubt.

import dataset in that table, refer here in case of doubt.

❖ Sync Tableau and Postgres:


import dataset that we set up earlier in pgAdmin.

Refer these steps to import the dataset in Tableau.

A Step by Step Guide for Data Visualization using Tableau

● Getting Started with Tableau click here.

● Connect to prepare Data click here to view the guide.

● Tableau Visualizations – Formatting, Colors refer to this for formatting and color
palettes and effects.

● Parameters, and Calculated Fields in Tableau click here to view steps.

● Analytics in Tableau (Forecasting, Clustering) click here

● Creating Dashboards in Tableau you can refer steps from here.

● Crafting our own Story in Tableau.


❖ Python scripting for Data Visualization
I used python to do data visualization and data cleaning, Data analysis and to find
insights from the data. Python provides various libraries that come with different features
for visualizing data. All these libraries come with different features and can support
various types of graphs.The libraries which I have used are as follows.

● Numpy
● Pandas
● Matplotlib
● Seaborn

Cloning GitHub Repository

GitHub Repository Links: https://github.com/Ganeshkumar011/Sales-Analytics

Reference Documents:

Airbyte - https://airbyte.gitbook.io

Postgresql - https://learnsql.com/blog/how-to-import-csv-to-postgresql/

Tableau-https://help.tableau.com/current/pro/desktop/en-
us/examples_postgresql.htm

Datasets - https://www.kaggle.com/datasets

Docker - https://preset.io/blog/ingestion-with-airbyte-a-guided-tutorial/

Python - https://www.freecodecamp.org/news/exploratory-data-analysis

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