Course: Creating an interactive sales dashboard in Tableau
In this Tableau Academy course you take up the role of a sales operations analyst who has been tasked with creating an interactive global sales dashboard for the retail chain they work for.
For information on how Tableau Academy works please refer to our Welcome To Tableau Academy Guide.
This section sets out the information about the project you’ll be undertaking in this lesson.
You’re working as a Sales Operations Analyst for a global retail chain, part of your role is to produce reports and dashboards for the sales leadership team globally to help them manage the business and identify reasons why sales are growing or falling.
The sales leadership team currently receive a variety of sales reports from different regions, they have asked for a global sales dashboard to be created which allows them to see and compare sales across regions and products for the entire company.
The global Business Intelligence team have set up a daily export of the combined sales data from all regions in .csv file for you. This contains line by line sales items and is the trusted and signed off source of sales data for the company.
The file is refreshed each day at 2.30am GMT with the previous days sales data added. All currencies have been converted to GBP and all date formats to DD-MM-YYYY as the globally agreed formats.
The following requirements have been agreed and must be met:
1. A single dashboard containing a global view of total sales, profit and orders (sales volumes) per week for the past 12 months.
2. Ability to view each of the above by individual Geographies (Country), and Products (Sub Category).
3. Ability to see the breakdown of sales, profit and orders each week by Geography (Country), and Product (Sub Category).