Data Visualization Slides Session 4 PDF

Data Visualization Session 4 – Part1 Purpose of the session 1. Build a dashboard by your own 2. Be able to analyze sales, profit, etc…...

Data Visualization Session 4 – Part1 Purpose of the session 1. Build a dashboard by your own 2. Be able to analyze sales, profit, etc… 7 Tableau Desktop 1. Open Tableau 2. Connect to Data 3. Use the Superstore Data (…a Saved Data source) 8 Tableau Desktop Justfor your information : 1. Check the data source 2. Combination of 3 different tables 3. Start by creating a sheet 9 Tableau Desktop What you have to know : 1. Already sort by Dataset 2. In blue = dimension 3. In green = Measure 4. Hierarchy You can Filter or search, create field or hierarchy, etc… : 10  Part 1- KPIanalysis I'd like to understand by CATEGORIES and SUB-CATEGORIES: ○ Which are the best sellers in terms of total sales? ○ Which sub-categories are the least profitable? ○ Just Focus on USA for the entire use case Use marks (Color, Label) and also Filters. You can easily show filter to use it on the view Data source filter (if you want to do that only once Part 2 - Map Analysis I'd like to analyze profitability and sales by country and region, i.e. on a map. Optional : i would like to easily identify city with positive profit  Part 2 in detail - Map analysis Optional : 1. New sheet: Drag & drop 'Country' (then click + to use ‘State/province’) 2. Change marker type to map 3. select 'Profit' and drag onto 'Color' mark. Add Profit to text Mark. 4. Optional : Drag & drop 'City' to a second layer on the map | Change Marker type to circle(or automatic) Part 3 - Sales trend over tim e What is the evolution of my sales over time at Month-Year granularity? (general trend? seasonality?...) Add the average sales per year I'd like to compare my sales results VS sales in year N-1 1. First, you have to create the trend over years/Month 1. Add Profit again in rows  Part 3 - Sales trend over tim e 1. New sheet: Drag & drop 'Sales amount' to Rows and 'Order date' to Columns 2. Drill-down on 'Order date' in Columns | then remove 'Quarters' 3. Drag and drop a new 'Sales amount' in Lines | then right-click this new 'Sales amount' \ Quick table calculation 'Year-on-year growth' and change display to Bars 4. CTRL+Drag/move this 2nd indicator from Lines to Color mark and to Text MArk Part 4 - Cross analysis I ‘d like to compare my sales and discount data to understand the impact of discounts. Advice : use a bubble chart  Part 4 in detail - Cross analysis 1. New sheet: Drag & drop 'Profit' to Rows and 'discount' to Columns 2. Change ‘Discount aggregation’ to ‘average’ 3. If necessary, choose ‘bubble chart’ in “show me” tab 4. Add ‘order id’ to ‘details’  Part 5 - KPIfor the cockpit dashboard The goal is to create a dedicated sheet with KPI to put that later on top of the Dashboard 1. New sheet: Drag & drop the necessary KPI in the sheet 2. Change ‘measure names’ to columns 3. Choose ‘entire view’ instead of ‘standard’ view 4. Modify ‘text’ mark (policy size and aligment) Part 6 - Create a dashboard for a global view Create a Dashboard to combine the different sheets that have been created Adjust layouts Drag and drop the Add some objects differents sheets (images, …) Link sheets together  Part 6 in detail - Create a dashboard for a global view 1. New Dashboard: Change size to automatic | Drag and drop all sheets 2. Menu Format \ Workbook \ change formatting of worksheet titles 3. If necessary, choose 'Entire View' if the sheet is not full size 4. On your geo analysis : Use the map as filter (click on the funnel icon at the top right) 5. Use also the bar chart (analysis per category) as a filter Session 4 – Part2 Basic data exploration 1 2 3 Create a bar chart showing Create any suitable chart to Create a line chart to analyze Total Sales by Region show the Proportion of Sales the Sales Trend Over Time by Category Deep dive into the sales performance 1 2 3 Create a dashboard to compare Use a heat map to analyse the Create a scatter plot to explore Sales and Profit across Sales by State and Category. the relationship between Sales different Sub-Categories. and Discounts. Filter by Category. Customeranalysis a. Create a customersegmentation analysis by visualizing Sales and Profit by CustomerSegment. b. Use any suitable map to analyse the Top 10Customers by Sales. c. … Advanced analysis 1 2 3 Use calculated fields to Create a dual-axis chart to Identify the Top 5 Products by create a new measure for compare Sales and Ǫuantity Sales and visualize them Profit Margin and analyse the Sold over Time. using a bar chart. Profit Margin across different Products. Interactive dashboard 1 2 3 Combine the various charts Add filters and actions to the Create a story in Tableau to and visualizations into a dashboard to make it present your findings and key comprehensive dashboard. interactive (e.g., filtering by insights. Region, Category, or Customer Segment). Session 4 – Part3