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Sales Performance Analysis Tabluea Project

The document outlines the steps to create a Tableau dashboard to analyze monthly sales performance by product segment and category. The dashboard will help identify segments and categories that have met, exceeded, or not met sales targets. The steps include connecting data from Excel files, creating a bullet chart visualization, filtering by year and month, adding a calculated field to flag performance above or below target, and formatting the dashboard for presentation.

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Manik Manchanda
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2K views7 pages

Sales Performance Analysis Tabluea Project

The document outlines the steps to create a Tableau dashboard to analyze monthly sales performance by product segment and category. The dashboard will help identify segments and categories that have met, exceeded, or not met sales targets. The steps include connecting data from Excel files, creating a bullet chart visualization, filtering by year and month, adding a calculated field to flag performance above or below target, and formatting the dashboard for presentation.

Uploaded by

Manik Manchanda
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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2022

Sales Performance
Analysis Tableau Project

PROJECT BY SIMPLILEARN
MANIK MANCHANDA
BUSINESS DESCRIPTION
The head of Product Management of a retail products
company, Mike Goodman, is responsible for determining
which products his company should continue to offer for sale
and which products should be discontinued from the
company’s product catalogue.

BUSINESS OBJECTIVE
We need to build a dashboard that will present monthly sales
performance by product segment and product category to
help client identifying the segments and categories that have
met or exceeded their sales targets, as well as those that
have not met their sales targets.
STEPS OF CREATING SALES PERFORMANCE ANALYSIS DASHBOARD

Step 1: Open Tableau Public.

Step 2: On the home page, under Connect, under to a file, click Excel.

Step 3: Browse and connect to the Sample – Superstore Excel file.

Step 4: Drag and drop Orders table to the canvas area.

Step 5: To create a view, go to Sheet 1 and rename it Sales Performance.

Step 6: To add another data source in Sales Performance sheet, click on Data -> New data source
button, browse, and select Sales Target Excel File. (This is a part of Data Blending)

Step 7: To create Bullet Chart, drag Category from Dimensions of Superstore to columns and
Segment to rows. And drag Sales from measure of Superstore to columns and Sales targets of Sales
target table to columns.

Step 8: Use Show me feature and click on Bullet Chart.


Step 9: To display the data month-wise, drag order date to rows and then click to year to get quarter
and then month. Keep the month only, delete the year and quarter from the row. Also, drag the
order date to the filter and select Year to be shown as Filter. Select USE ALL and then OK. Select
Show filter to show the year options to all.

Step 10: Create a calculated Field, Colour Target to set the colour code for the chart to identify
Categories and Segments that are above or below target.
Step 11: Drag Colour Target to colour mark, Then Edit colour to Above target – Green and Below
Target – Orange.(If you hover your curser on any bullet line, you will know the target year, month,
segment, category, sales target, sales and whether it is above target or not.)

Colour Target (calculated field) – Code


If SUM([Sales])>= SUM([Sales Target (Sales Target)].[Sales Target (Sales Target)])

THEN "Above Target"

ELSE "Below Target"

END
Step 12: Do the necessary formatting to the sheet.

Step 13: Then create a Dashboard, and rename it as Dashboard- Sales Performance. Drag the Sales
Performance sheet to the dashboard. Click on the size feature of the dashboard and select
Automatic. Do other necessary formatting
The Dashboard with the final output – in presentation mode

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