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Wednesday, 26 July 2023

Create Sales Growth Dashboard – for the tracking of sales progress. (Tableau)

Create Sales Growth Dashboard – for the tracking of sales progress.

A.    A. Year wise Sales Growth

B.     B. Sales and Profit by Region

C.    C. Sales and Profit by State with Map visualization




A.    Year wise Sales Growth

1.      Open Tableau

2.      Connect sample sales data

Dataset:                     



3.      Create sheet

4. To find year wise sales ,

a.       Drag and drop year into the columns shelf

b.      Drag and drop sales into row shelf


5.      Then create New Dashboard by selecting menu.

6.      In the dash board it shows the available sheets.

7.      Select the sheet which is created by adding year and sales.

8.      Finally it creates simple Sales Growth dash board.

Appling the Aesthetics (formatting) dash board

1.      Change the name of the Dashboard sheet1 to Year wise Sales Growth by double clicking on the sheet-1 in the title of the dashboard.

2.      Apply the font , color and alignment

3.      Apply labels by dropping the sales measure into the labels under marks card.



OUT PUT:

 



 

 SB. Sales and Profit by Region

1.      Open Tableau

2.      Connect sample sales data

Dataset:                     

 

3.      Create sheet

4.      To find year wise sales ,

a.       Drag and drop region into the columns shelf.

b.      Drag and drop sales & profit into row shelf

5.      Then create New Dashboard by selecting menu.

6.      In the dash board it shows the available sheets.

7.      Select the sheet which is created by adding year and sales.


A.    Sales and Profit by State with Map visualization

 

1.      Open Tableau

2.      Connect sample sales data

Dataset:                     

 

3.      Create sheet

4.      To find year wise sales ,

a.       Drag and drop state into the columns shelf.

b.      Drag and drop sales & profit into row shelf

5.      Select the map from showme pane. Then see the changes of row and column shelf by default it considered the Longitude and Latitudes.

6.      Then create New Dashboard by selecting from menu bar.

7.      In the dash board it shows the available sheets.

Select the sheet which is created by using maps



1.      To display labels only on selected state add annotation, to do this first select the state and right click, then select Annotate under this select mark it opens the window, delete the field which are not required to show then click ok.


OUT PUT : 





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