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Tableau Exercise 2

The document provides instructions to create a Tableau dashboard using customer order and return data for a Superstore from 2010-2013. The instructions include: 1. Connecting and joining order and return data, and filtering out two customer names. 2. Creating a stacked bar chart showing sales breakdown by region and year, and including manager names. 3. Creating a line chart of cumulative sales and profit with product category/subcategory filters. 4. Creating additional charts, calculations, hierarchies and dashboards as directed.

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356 views2 pages

Tableau Exercise 2

The document provides instructions to create a Tableau dashboard using customer order and return data for a Superstore from 2010-2013. The instructions include: 1. Connecting and joining order and return data, and filtering out two customer names. 2. Creating a stacked bar chart showing sales breakdown by region and year, and including manager names. 3. Creating a line chart of cumulative sales and profit with product category/subcategory filters. 4. Creating additional charts, calculations, hierarchies and dashboards as directed.

Uploaded by

GSP
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Tableau Exercise

The dataset contains the customer level orders and returns data for a Superstore spread across
the US for 2010 to 2013

1. Connect the orders data and join this with the returns data on Order ID (make sure all data
from the orders tab is imported). Name this data source as “Orders with Return data” Filter
out “Sara O'Connor” and “Roy Love” from the customer name in Tableau, so that they are
not visible anywhere in the dashboard

2. Also, connect the Users data separately and use data blending to plot a stacked bar chart
showing the Sales breakdown by regions across all the years, put the manager names in
label

3. Create a line chart showing the cumulative Sales and Profit. Add a dropdown filter with
multiple selection option to view for Product Category and Product Sub-Category

4. Create a calculated field “Quantity Buckets” using the variable “Order Quantity” and
categorize into following buckets

a. Less than 10

b. 10 to 25

c. 25 to 40

d. More than 40

5. Create a geographical map at state level representing Sales per state and the above created
calculated field “Quantity Buckets” using Pie charts on Map. Add year to the filter

6. Create a crosstab of Product Category, Product Sub-Category and Customer Segment and
show the percentage of Sales within each product category using table calculations (Hint:
use Percentage of total calculation)

7. Create a scatter plot for profit and sales across the customers. Add a parameter to select
Top N Customers by sales. Color the customers who had “Returned” a order in red and the
customers with “Not Returned” in Green.
8. Create a hierarchy “Product” using Product Category, Product Sub-Category and Product
Name

9. Create a parameter “Select KPI” with following options: Sales, Shipping, Discount

10. Create a calculated field dependent on the above parameter and takes the value of the field
selected in the parameter for example if the user selects “Sales” then the calculated field
should take the values for “Sales”

11. Create a bar chart using the Hierarchy created in point 8 and plot profit and the calculated
field in point 10 so that the user can choose the KPI to be displayed

12. Connect the orders data separately as “Order data only” and create a map to show the Sales
distribution across all states. Add the profit and discount information in the tooltip

13. Create dashboard 1 by adding the visualizations in bullets 3, 5 and 6 with a quick filter with
additional drop down option to select a particular Product category (filter should apply to all
the charts on this dashboard)

14. Create dashboard 2 by adding the visualizations in bullet 2, 7 and 11. The chart 2 should act
as a filter for chart 7 on Year i.e. clicking on a year in chart 2 should filter the selected year in
chart 7 and 11, however, on clearing the selection the filter should retain and not show
values for all years. Also the title of chart 7 and 11 should mention the filtered year.

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