Project Title Financial Performance Dashboard

Tools Tableau Desktop

Domain Business Analyst

Project Difficulties level intermediate

Dataset : Dataset is available in the given link. You can download it at your
convenience.

Click here to download data set

Finance Analytics Tableau Project

Objective:

The goal of this Tableau project is to analyze financial performance across different
countries, products, and time periods, using key financial metrics such as sales, profit,
cost of goods sold (COGS), and discounts.

Columns Provided:

● Segment
● Country
 ● Product
● Discount Band
● Units Sold
● Manufacturing Price
● Sale Price
● Gross Sales
● Discounts
● Sales
● COGS (Cost of Goods Sold)
● Profit
● Date
● Month Number
● Month Name
● Year

Steps and Tasks

Task 1: Data Import and Preparation

1. Connect to Data:
○ Open Tableau, click Connect, and import the dataset (CSV, Excel, or
database).
○ Ensure that the Date, Month Number, Month Name, and Year fields are
correctly formatted as dates.
2. Create Calculated Fields: We'll create some calculated fields for deeper
analysis.
Profit Margin: To analyze profitability.
tableau
Profit Margin = SUM([Profit]) / SUM([Sales])

Total Discounts: To calculate the total discount given.

tableau

Total Discounts = SUM([Discounts])

Total Revenue (Gross Sales):

tableau

Total Revenue = SUM([Gross Sales])

Cost-to-Sales Ratio (COGS to Sales):

tableau

COGS to Sales = SUM([COGS]) / SUM([Sales])

Task 2: Visualizations

a. Sales and Profit by Country (Bar Chart):

1. Drag Country to Columns.

 2. Drag Sales to Rows.
3. Color by Profit: Drag Profit to the Color mark.
4. Use a Bar Chart to compare sales and profits across countries.
5. Add filters for Segment and Product to refine the analysis by these categories.

b. Sales and Profit Trend Over Time (Line Graph):

1. Drag Year to Columns.

2. Drag Sales and Profit to Rows.
3. Change the chart type to a Line Graph.
4. Add Month Name to the Columns for a more granular analysis.
5. Color by Segment to visualize trends for different business segments.

c. Gross Sales vs Discounts (Scatter Plot):

1. Drag Gross Sales to Columns.

2. Drag Discounts to Rows.
3. Change the chart to a Scatter Plot.
4. Use Size or Color to differentiate between Product or Country.
5. This allows you to see the relationship between discounts and gross sales.

d. Sales by Product and Discount Band (Heat Map):

1. Drag Product to Rows.

2. Drag Discount Band to Columns.
3. Drag Sales to Color and change the visualization to Heat Map.
4. This shows how different discount bands affect product sales.

Task 3: Filters and Interactivity

 1. Date Filter:
○ Drag the Date field to the filter section.
○ Provide a range slider so users can explore data from different periods.
2. Segment Filter:
○ Drag Segment to the filter section to allow users to toggle between
business segments (e.g., Consumer, Corporate, etc.).
3. Country Filter:
○ Drag Country to Filters, and show the filter on the dashboard so users can
focus on specific countries.
4. Profitability vs Discounts:
○ Create an interactive filter to allow users to filter data by discount bands
and analyze how they affect profitability.

Task 4: Dashboard Creation

1. Create a New Dashboard:

○ Click the Dashboard tab and drag the different sheets you created onto
the canvas.
2. Arrange Visualizations:
○ Arrange the visualizations in a clean, understandable layout.
○ For example:
■ Bar Chart (Sales and Profit by Country) on the top.
■ Line Graph (Sales Trend Over Time) below.
■ Scatter Plot (Gross Sales vs Discounts) on the side.
3. Interactive Filters:
○ Add the filters (Date, Country, Segment, Discount Band) to the dashboard
to allow dynamic exploration of data.
4. Title and Formatting:
 ○ Give the dashboard a descriptive title like “Financial Performance
Dashboard”.
○ Customize fonts, labels, and tooltips to improve readability and
professionalism.

Task 5: Export and Sharing

1. Save the Tableau Workbook:

○ Save your workbook as a .twb or .twbx file depending on your data
source.
2. Publish to Tableau Public or Tableau Server:
○ If you’re using Tableau Public, you can publish the dashboard for public
access.
○ If using Tableau Server, publish it to your company's server for internal use.

Sample Tableau Calculations

Profit Margin Calculation:

tableau

IF SUM([Sales]) != 0 THEN SUM([Profit]) / SUM([Sales]) END

1.

Cost-to-Sales Ratio:
tableau
IF SUM([Sales]) != 0 THEN SUM([COGS]) / SUM([Sales]) END

2.
Revenue Calculation:
tableau

Total Revenue = SUM([Gross Sales])

3.

Discount Impact:
tableau

Discount Impact = SUM([Discounts]) / SUM([Gross Sales])

4.

Final Output:

By the end of this project, you’ll have:

● Bar Charts showing the financial performance of different countries.

● Line Graphs visualizing the trend in sales and profit over time.
● Heat Maps to understand the impact of discount bands on sales.
● Scatter Plots to see the relationship between gross sales and discounts.

These visualizations will provide comprehensive insights into financial performance

and profitability across different segments, countries, and time periods.

This is a flexible project structure that can be adjusted according to the specific needs
of the dataset and business requirements. You can modify the columns and add more
complex calculated fields for deeper financial analysis.
Example: You can get the basic idea how you can create a project from here

Comprehensive Project Outline for a Financial Performance Dashboard in

Tableau

1. Data Preparation & Setup

● Objective: Import and understand the dataset.

● Task: Connect to the dataset, ensure all columns are in appropriate data types,
and correct any anomalies.
● Steps:
1. Import the dataset into Tableau.
2. Inspect each column and ensure correct data types (dates, numerical
values, categorical data).
3. Identify missing values and handle them (e.g., imputation, exclusion).
4. Perform initial inspection and understand unique values in categorical
columns (e.g., Segment, Country).

2. Exploratory Data Analysis (EDA)

● Purpose: Generate insights, understand relationships, and prepare the data for
calculated fields and KPIs.
● Key EDA Operations (20 operations with code snippets):
1. Sales Distribution by Segment: Aggregate and visualize sales for each
segment.
2. Sales Trends over Time: Plot sales trends by month and year.
3. Profit Margins by Product: Visualize which products yield the highest
profit margins.
 4. Country-wise Sales Distribution: Analyze sales concentration in different
countries.
5. Discount Band Effects on Sales: Observe how discount levels affect
sales.
6. Sales Distribution by Month: Analyze which months have peak sales.
7. Top Products by Units Sold.
8. COGS vs. Sales: Identify cost-heavy products and regions.
9. Profit by Segment and Product: Comparison analysis.
10. Discount Patterns by month or product category.
11. Year-over-Year Sales Growth.
12. Seasonal Sales Trends.
13. Distribution of Gross Sales by Country.
14. Discount Band Analysis: Evaluate the effectiveness of discounting
strategies.
15. Customer Segmentation Analysis.
16. Monthly Average Sales.
17. Gross Sales Variance between countries.
18. Distribution of Profit Margins by Product.
19. COGS Distribution by Segment and Product.
20. Country Contribution to Gross Sales.

3. Calculated Fields (20 Calculations)

● Purpose: Generate specific fields to drive KPI insights and analytical depth.
● Examples:
1. Net Sales: Gross Sales - Discounts.
2. Profit Margin (%): (Profit / Sales) * 100.
3. Total Cost: COGS + Discounts.
4. Year-over-Year Growth: (Sales - LOOKUP(Sales, -1)) /
LOOKUP(Sales, -1).
 5. Units Sold per Country: {FIXED [Country] : SUM([Units
Sold])}.
6. Sales Variance: Sales - LOOKUP(Sales, -1).
7. Discount Percentage: [Discounts] / [Gross Sales].
8. Average Manufacturing Price per Unit.
9. Cumulative Sales by Month: RUNNING_SUM([Sales]).
10. Monthly Sales Target: Create a static or dynamic target.
11. Sales Performance Ratio: [Sales] / [Target Sales].
12. Discount Impact: Calculated by comparing Gross Sales to Net Sales.
13. COGS Percentage: (COGS / Gross Sales) * 100.
14. Revenue per Product.
15. Year-over-Year Growth by Segment.
16. Profit per Segment: {FIXED [Segment] : SUM([Profit])}.
17. Discounted Units Percentage.
18. Average Units Sold per Segment.
19. Top 3 Products by Profit.
20. Sales Ratio by Product.

4. Key Performance Indicators (KPIs) (20 KPIs)

● Purpose: Measure and benchmark financial performance metrics.

● Examples:
1. Total Revenue: SUM([Sales]).
2. Total Units Sold.
3. Total Discounts.
4. Total COGS.
5. Total Profit.
6. Profit Margin.
7. Average Monthly Sales.
 8. Year-over-Year Sales Growth.
9. Revenue by Product.
10. Profit by Country.
11. Gross Margin (%).
12. Discount Percentage.
13. Customer Segment Contribution to Revenue.
14. Top 5 Products by Revenue.
15. Average Manufacturing Price per Unit.
16. Sales Target Achievement Rate.
17. Country-wise Profitability.
18. Sales Distribution by Segment.
19. Revenue per Unit Sold.
20. Discount Effectiveness.

5. Data Visualization (20 visualizations)

● Examples:
1. Line Chart for Sales Trends over Time.
2. Bar Chart for Sales by Segment.
3. Pie Chart for Profit by Product.
4. Heat Map to show Sales Performance by Country and Segment.
5. Scatter Plot for Discount vs. Profit.
6. Map Visualization for Country-wise Revenue.
7. Box Plot for Distribution of Manufacturing Price.
8. Histogram for Sales Distribution.
9. Stacked Bar Chart for Gross Sales, Discounts, and Net Sales.
10. Area Chart for Cumulative Sales.
11. Dual Axis Chart for Sales and Profit Comparison.
12. Tree Map for Product Sales Distribution.
13. Funnel Chart for Segment Sales.
14. Waterfall Chart for Profit Breakdown.
 15. Bullet Chart for Sales vs Target.
16. Gantt Chart for sales cycles.
17. Treemap for Product Profit Contribution.
18. Box and Whisker Plot for Price Distribution.
19. Gauge Chart for KPI Goal Achievement.
20. Interactive Filter Panel for Country/Segment Analysis.

6. Dashboard Creation

● Design and Layout:

○ Overall Summary: Overview of Total Sales, Profit, and COGS.
○ Sales by Segment/Product.
○ Profitability by Country and Segment.
○ Discount Analysis.
○ Year-over-Year Growth and Sales Trends.
● Features:
○ Filters for Year, Segment, Country, Product.
○ KPI Cards with dynamic highlights for Top KPIs.
○ Interactive elements like hover-over details and filter interactions.
○ Parameter controls to adjust KPI views and metrics.

7. Performance Optimization Tips:

● Reduce data processing time by aggregating data beforehand.

● Use extracts for large datasets.
● Implement filters effectively to reduce computation loads.
● Limit the number of quick filters and optimize calculated fields.

Sample report
Finance Report Dashboard

Hello Everyone,
I made this Finance Dashboard in Power BI with the Finance Excel Workbook provided
by Microsoft on their Website.

Problem Statement

● The goal of this Power BI Dashboard Project is to analyze the financial

performance of a company using the provided Microsoft Sample Data.
● To create a visually appealing dashboard that provides an overview of the
company's financial metrics enabling stakeholders to make informed business
decisions.

Sections in the Report

Report has Multiple Section's from where you can manage the Data, Like :
● Report Data can be sliced by Segments, Country and Year to show Particular
Data.
● It has cards showing Total Units Sold, Total Gross Sale and Total Profit.
● It has a Clustered Bar Chart with Year on X-Axis and Profit on Y-Axis showing
Profit Quarterly.
● And Lastly, It has a Area Chart showing Months on X-Axis and Profit on Y-Axis
showing profit Monthly.
● I have also included a Reset Button at the Top to clear all Slicer's.
● To use it hold CTRL and then click it to reset the Slicer's.

Getting Started

● Clone the repository to your local machine using the following command :
git clone https://github.com/TheMrityunjayPathak/FinanceReportDashboard.git
Reference link