Data Visualization Using Tableau | Project Scenarios | Made by Kristina Paseru

Hi everyone,

Honestly, I have not used Tableau in the real world because in my previous companies, they do not use it. But it does not mean that I can not operate it. As long as I have access to internet and have a laptop or computer, then I will work hard to learn it by myself. Just for sharing, I just need two days to learn this software and also make the project.

Well, so at this moment, allow me to show you a project scenario that I have created by myself. The data that I used is taken from a Superstore which is made by Tableau team. Superstore is a very large store often offering a wide variety of merchandise for sale, for example Amazon.

I would like to say thanks a lot to Tableau team, because of the trial that you provide so that enable me to try your software and particulary be able to make this project.

So, before I jump into the project scenarios, I want to share to you a little bit about Tableau :

# What is Tableau?

Tableau software is one of the tools that used to visualize data in the BI (Business Intelligence) industry such as Amazon, Walmart, Accenture and so on. It is the best way to change or transform the raw set of data into an easily understandable format with zero technical skills and coding knowledge.

Wondering why data visualization is important ? well, so we need to visualize data in order to understand the data better and faster as it gives one access to the amount of data in easily digestible visuals.

# What is Tableau used for?

Here is the usage of Tableau :

• It is used to translate queries into visualization.
• It is used for managing metadata.
• It can imports data of all sizes and ranges.
• For a non-technical user, Tableau is very helpful as it offers the facility to create ‘no-code’ data queries

# Why Tableau ?

Tableau has some features, that is :

• Real-time analysis
• Data blending
• Collaboration of data
• Allowing to work on without technical knowledge

# How does Tableau work?

Tableau software can connect and extract the data stored in various places. It can pull data from any platform. Tableau can extract data from any database, be it Excel, PDF, Oracle, or even Amazon Web Services.

Ok, that is all about Tableau introduction. Let's jump into the project.

# Project Scenarios

Firstly, I am going to take a Superstore's data from my computer (saved in excel format) :

The data is already opened and its status is live. Here it is :

From the database above, there are three tables, that is Orders, People and Returns.

Now, I want to connect table Orders and Returns in order to get a net reports. To do so, I have to combine the two tables using Left Join. Here is the result :

In the column Returned, there is a comment "yes", which means the product is returned.

From the table above, I want to create a dashboard which is also interactive. Here it is :

1. All market and Segment are selected

2. Let say I want to exclude Africa and US in the Market section, and also take out Home Office in the segmentation section. Here is the result of the dashboard :

What if I want to generate a dashboard only by include Orders and People table (this kind of report is actually applied when we want to track things like sales based on the daily and weekly basis. Here is the way to do that :

1. First, I need to combine the two tables using inner join :

2. In order to make a dashboard, I need to create some charts like this one :

3. After creating some charts like in the number 2, below is an interactive dashboard :

Oh, by the way in order to generate a good quality of the above picture, in the Dashboard section of Tableau, I used export image.

3. Let say, on number 2, salesperson named Chuck Magee wants to know her performance on each section on the dashboard, then here is the result :

Another example : let say I want to know the sales contribution of sub-category products. Below is the sales table of sub category products :

Here is the sales percentage :

# Coding in Tableau

Sometimes our data source does not contain a field where we need for analysis. For instance, in our data source only contain sales and profit, while we also want to know the profit ratio. So, in Tableau we can calculate it. We can do it in the Calculated Field section. Here is an example :

Here is the table (value still blank) :

This is the syntax :

It is very simple. And below is the output :

So, on the table above, we can get information about the profit ratio of category and sub category products based on Region.

Another example is, let say a sales manager wants to assess his salespersons team based on sales that they achiev.

Below is a chart of sales based on Salesperson :

Here is the syntax to clasify the salesperson performance based on sales :

Below is output :

For a while, I will end up this project here. I hope that this project that I made by myself can make you believe about my ability to use Tableau software.

Thank you :)