Visualizing Sales Trends with Tableau
What you'll learn
- How to mine sales data for useful insights with Tableau.
- How to inform a marketing campaign by studying sales data.
- How to analyze data with Tableau to inform a business' strategy
- Have a mac or windows computer that supports Tableau
Do you have large sets of sales data that you'd like to better understand?
In this course we will work through a sample consulting engagement where our client needs to better understand their sales data so they can more effectively plan for the upcoming year. It has been my experience that learning Tableau is much easier when I have a specific problem to solve which is why I structured this course around a very specific use case. This course is perfect for both business owners looking to glean insights into their business and those looking to build Tableau acumen so they can land a Tableau job!
Use Tableau to Analyze and Visualize Sales Data To Develop Actionable Insights
Visualizing current and historical sales data can result in huge insights that aren’t
readily apparent in the day to day grind. The right visualizations help quickly identify trends and
outliers (positive or negative), which help to adjust course for more profitable sales & marketing
as well as a more efficient and informed supply chain.
Convert Raw Data Into Compelling Data Visualizations Using Tableau Public
In this course you will learn how to:
Use Tableau to study sales data
Load data into Tableau
Use dimensions of data to uncover insights
Build a Dual Axis Line Graph in Tableau
Build geomap that measures Sales by State
Build a KPI Chart
Bring all your visualizations together to build a dashboard
Format Dashboards and Visualizations in Tableau
Upload a Tableau Project to Tableau Public
Contents and Overview
Throughout this course we will work through a sample consulting engagement where the client wants us to conduct a data discovery on their sales data. They need help planning for the upcoming year both in their marketing department and also their supply chain. We will use their raw sales data to come up with insights for both teams.
This project will focus our approach to Tableau forcing us to learn the basics while solving a real world business problem. My hope is that you’ll feel like you’re learning a new problem solving tool not just a series of functions in a software interface. Each subject that I cover builds on the previous section and accomplishes a specific task in accomplishing our goal of analyzing our client’s sales data.
Data Source and Use Case
Bringing it into Focus with Dimensions
What is a Dimension?
Using Dimension to uncover trends
What is seasonality and how can we find it?
Building a Visualizations
Building KPI Chart, Geomap and Line Graph
Building a Dashboard
Final Exam: Exploratory Analysis
Upload to Tableau Public
The final exam will be a series of questions the client wants to know about their sales data.
Who this course is for:
- Beginner Tableau Users
- Analytics Professionals
- Business Owners
- Tableau Developers
I tell stories through data. Currently I am the Director of Analytics and Co-founder of Silvertone Analytics. We focus on three main verticals - Manufacturing, Marketing and Nonprofit Impact Analysis.
Outside of my consultancy, I work with students helping them break into the analytics field and I am also on the Board of Directors for Triad Local First, a nonprofit that promotes localism here in the Greensboro, NC. On the board I advise on how to leverage data to drive strategy but I also teach classes available to the 360 local member businesses on how they can use their data to drive their decision making process. I love getting to work with these small businesses!
I post weekly content to my Youtube channel focused on Tableau and how you can grow your Analytics Career.