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Download the TableauLab file and look over the fields. These are the fields from the FoodiesNW file you’ll use for your individual dashboard project. I created this file by selecting all fields in all the files in Access, so there are duplicates. I also added some calculations fields to the file:

Ext Gross is the extension of price X quantity; Ext Net is the extension of price X quantity, net of discount

Open Tableau and connect to Excel data. Select the TableauLab file and drag the file to the location that says Drag Files Here. Select Extract in the upper right so that Tableau will make a copy of your data. Click on the tab at the bottom that says Sheet1 to begin your first visualization.

How much is your total sales for the past 3 years?

Move the ExtNet field to the center of the sheet (similar to the values area in a pivot table). Then move it to the Rows and Columns shelves to see what happens. Then click on the first icon in the show me area – it looks like a worksheet. That icon turns your graph back into a tabular format and moves the ExtNet field over to the Marks section and lables it as text.

SHEET 1: In which time period did you sell most?

Move the Order Date field to the Rows shelf and then to the Columns shelf. Click on various graph types on the right hand side to see what happens, and then return to a tabular format.

**To create a vertical bar chart, you may need to use the Swap Rows and Columns icon in the toolbar – it has a curved arrow.

**You can sort the fields in a graph from high to low, low to high, and back to the starting position, by clicking on the icon right next to the Ext Net label on your graph

In which quarter did you sell most? Month?

Click on the drop down menu on the Order Date field in the Columns shelf and select Quarter and then Month. View this data in charts and tabular format. Change it to a line graph.

** To zoom in and out on a part of the graph, double-click, or hold Shift and double-click. Or, click the table Icon, and then

Now move a second copy of the Order Date field to the Columns shelf, so that you have years first, and then quarters or months. Return to a bar graph. Does this change your perspective on yearly sales?

** Now filter out dates so that your range ends at the end of the last quarter, on 3/31/18 by moving a copy of the Order Date field to the Filters area and selecting Range of dates.

Double click on Sheet 1 and change its name to Sales by Quarter. Notice that the title above the graph changes too.

SHEET 2: Which product categories and products have you sold most of?

Click on the symbol next to the Sheet 1 tab to add another sheet. Move the Ext Net field to the Label icon in the Marks section. Then move Category Name to the Rows Shelf. Which is the most popular category?

How has that changed over the quarters? Filter the Order Dates so they end at 3/31/18. Move Order Date to the Columns shelf and select Quarter. Select the continuous lines graph style. Select the line that increases sharply in 2018. Now hold down the Ctrl key and select other lines that have increased. You can minimize and maximize the Show me menu by clicking on the Show me tab.

* * Add labels to your graph by dragging a second copy of the Category Name field to the Label tab in the Marks area.

Label Sheet 2 Category growth

SHEET 3: Which countries represent most sales?

Move Ext Net to the Text box in the Marks area. Move Customers Country to the rows area. Click on the symbol map and then the filled map chart type.

Label Sheet 3 Sales by country

SHEET 4: Which employees have the most sales this year?

Move Ext Net to the text box in the Marks area. Filter the order dates so you’re seeing only the first three months of 2018. Put First Name on the Columns shelf, and select the bar chart. Sort from highest to lowest selling employees. Click on the First Name field and create a filter to show the top four selling employees. Now add Order Date to the Rows shelf and select Month. Experiment with different chart types until you find one you like. Change the color to a color that appeals to you. Edit the sheet name by double-clicking and change it to top-selling employees.

Label sheet 4 Top selling employees.

DASHBOARD:

Click on the dashboard icon next to the Sheet 4 tab. Pull some or all of your charts on the dashboard, and create a final dashboard that appeals to you. Here’s an example:

For additional training, you can find lots of training videos on Tableau’s web site. I also like this free course at Udemy: https://www.udemy.com/tableau-desktop-10-core-skills-for-business-users/