Hands-On Learning TABLEAU 2018: Sales Executive Dashboard

Explore the Tablo interface by connecting to data sources, shaping schemas and joins, working with the data canvas, and building visualizations with dimensions, measures, and marks for dashboards.

Connect to the data source by selecting Microsoft Excel, then load orders and sales representative data through joins to prepare the sales executive dashboard.

Explore building a big numbers text visualization in Tableau to highlight key metrics such as total sales, profits, quantity, and cost, with proper currency formatting and labeling.

Learn to add custom shapes in Tableau by sourcing transparent icons for sales persons, saving them in a custom icons folder, and reloading shapes to assign icons to each user.

Create a Tableau 2018 combo visualization that blends bar charts and shapes to display sales by rep, using a zero placeholder and color-coded labels.

Create a donut chart in Tableau by pairing a pie chart with a circle, using a placeholder and region to color and label each segment.

Create an offset bar chart in Tableau that displays yearly revenue as positive and cost as negative, with dual axes, color coding, and clean labeling.

Create a top N horizontal bar chart in Tableau using a dynamic integer parameter to select how many top customers display, with an index-based filter and labeled bars.

Create a monthly sales trend chart in Tableau using a dual axis, convert date to month-year, switch between continuous and discrete, and customize area marks, colors, and date formatting.

Learn to design a beautiful, effective sales dashboard in Tableau by setting the screen resolution, arranging visualizations with tile and floating containers, and adding filters and actions to reveal insights.

Format a sales executive dashboard in Tableau by aligning icons with metrics, arranging containers and borders, and enabling filters, actions to insights, and apply buttons across visualizations.