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Creating Interactive Dashboards: MLS-2 Case Study

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 Problem Statement - Case Study

Business Context:
Guns & Roses is Australia's most well-known wine distributor. They provide a variety of
wine brands and flavors. The firm's director requires immediate and up-to-date information
for decision-making.

Objective:
As a member of the analytics team, you are expected to create a dashboard containing
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customer, geography, and product-related information.

● Geographical Overview
● Product Overview
● Customer Overview

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DASHBOARD : 1

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 Geographical Overview
The below image is the dashboard of the geographical overview.

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 Geographical Overview
In order to create the Geographical Overview Dashboard, four sheets need to be created with the
following information.
● Order Quantity
● Total Revenue
● Location map
● KPI

with the filters, parameters and marks respectively.

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 Geographical Overview
Sheet-1: Learner
Below Image is the expected sheet result for the Order Quantity

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 Geographical Overview
Sheet-1: Order_quantity
Drop the Order quantity to "text marks" and make sure the options displayed in the image are
selected in order to display the desired result.

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 Geographical Overview
Sheet-2: Revenue
In a similar way, create a sheet for the “Revenue” as well, with the following options checked as
shown in the image.

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 Geographical Overview
Sheet-3: KPI
The image below is the expected sheet result. It’s a bar chart with the parameter field and filters
in it.

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 Geographical Overview
Step-1:
The image below shows, Where to find the “Create Parameter”.

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 Geographical Overview
Step-2:
The image below shows, Where to find the “Create Parameter”.

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 Geographical Overview
Step-3:
Once you Click “Create Parameter” button a window open as shown below image-1. Give it a
name as “KPI_city_revenue”, Make sure all the options are filled as shown in image-2

Image-1 Image-2

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information are
Updated as shown
in image-2

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 Geographical Overview
Step-4:
Now you can find the KPI_city_revenue in the parameters section as shown below and make
sure options are selected.

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 Geographical Overview
Step-5:
Next, create a calculated field for the KPI parameters in order for them to interact with the plots.
Name it as KPI

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 Geographical Overview
Step-6:
Use the below formula in the calculated field to create field “KPI”

IF SUM([Revenue])>[KPI_] then "Meets Requirements"

ELSE "Doesn't Meet Requirements"
END
Step-7:
Drag & Drop the required field to the Rows, columns & Marks as shown below.

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 Geographical Overview
Sheet-4: Geography
Lets create a map based on geography with the required filters and marks as shown in the
image below.

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 Geographical Overview
Now all the sheets are made it's time to put them together and make a dashboard and the
below image shows the settings needs to be fixed. This Dashboard setting is common for all

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 Geographical Overview
Now that all the sheets needed have been created, it's time to put them into one dashboard
with the respective filters selected as shown below.

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 Geographical Overview
Make sure that all the Filters option are enabled for all sheets

Make sure
filter options
is selected for
all sheets
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DASHBOARD : 2

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 Product Overview
The below image is the dashboard of the Product overview. It have three sheets as
follows Brand, Sub-segments of wine & wine types as shown below along with various
filters

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 Product Overview
Step-1: Product (Sub-segment of wine)
Below Image is the expected result for the Product Sheet. Make sure all the Filters and Marks
are selected as shown in the image below. But in order to create the Order/Revenue its made out of
Parameters & calculated field.

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 Product Overview
Step-2: Product (Sub-segment of wine)
In order to create the Field Orders/Revenue. First create the parameters with information filled
as shown below. So that you can find the [Orders/Revenue]_Para in the parameters and make sure
the Show parameters options is selected.

Image-2
Image-1

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information are
Updated as shown
in image-2

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 Product Overview
Step-3:
Use the below formula in the calculated field to create field “Order/Revenue”

CASE [[Order / Revenue]]_Para]

WHEN "Order quantity" then [Order quantity]
WHEN "Revenue" then [Revenue]
END
Step-4:
Drag & Drop the required field to the Rows, columns & Marks as shown below.
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 Product Overview
Below Image is the expected result for the Segments Sheet. Make sure all the Filters and Marks
are selected as shown in the image below.

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 Product Overview
Step-1: segments
Here, In order to make a pie chart select Segment & Orders/Revenue from the tables section on
the left and select the pie-chart from the Right.

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 Product Overview
Step-2: segments
Then have the necessary fields to the marks in order to have marks as shown in the pie chart
below.

The below options to be

selected for the
Orders/Revenue marks
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 Product Overview
Sheet-3: #Brand
The below image is the expected sheet result for the brands. Getting the name of the item to
the marks as shown below and getting the count(Distinct) for the same

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 Product Overview
Sheet-3: #Brand
The below image shows the options to be selected in the marks section. And the alignment for
the text’s are done

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 Product Overview
Now that all the sheets needed have been created, it's time to put them into one dashboard
with the respective filters selected as shown below. Make sure Filters options are selected
for the all the sheets.

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DASHBOARD : 3

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 Customer Overview
Sheet-1 CLV: The below image is the dashboard of the Customer overview. It have two
sheets as follows Customers, CLT as shown below along with various filters

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 Customer Overview
Step-1: Create the graph as shown below using the required field.

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 Customer Overview
Step-2: In order to create a CLT sheet. It's made by creating a calculated field in order to
obtain the customer lifetime value as shown in slide 32. Use the below code in a
calculated field name it as “Fixed Order Date”

{FIXED [Name] : MIN([Date of placing order])}

Now drag and drop them in the marks to segregate it according to the years to years
cumulative to obtain as shown below
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 Customer Overview
Step-3: Add the respective fields to the marks to obtain the results as shown below. In
the text part, select the quick table calculation to obtain the result in percentage.

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 Customer Overview
Sheet-2 #Customer: The below sheet shows the distinct count of customer. Add the
required Field as shown in below image to get the desired result as shown below.

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 Customer Overview
Now that all the sheets needed have been created, it's time to put them into one dashboard
with the respective filters selected as shown below. Make sure Filters options are selected
for the all the sheets.

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 Happy Learning !
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