Visualizing Sales Trends with 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.

1. Introduction

   1. Data Source and Use Case

2. Bringing it into Focus with Dimensions

   1. What is a Dimension?

   2. Using Dimension to uncover trends

3. Uncovering Seasonality

   1. What is seasonality and how can we find it?

4. Building a Visualizations

   1. Building KPI Chart, Geomap and Line Graph

   2. Building a Dashboard

5. Conclusion

   1. Final Exam: Exploratory Analysis

   2. Upload to Tableau Public
      
      

The final exam will be a series of questions the client wants to know about their sales data.