Objective: Implement a Tableau project while learning real-life skills from a professional leading big data and business intelligence projects at Mercedes-Benz.
Outcome: By the end, you will have created a functioning Tableau dashboard.
Phases of a Tableau Project
1. Understanding User Requirements
Similar to building a house:
Analyze user requirements.
Draw dashboard mockups.
2. Designing the Dashboard
Prepare Data Source:
Connect to data.
Build data model.
Building Charts:
Create charts based on user requirements.
Format charts (colors, grids, axes).
3. Building the Dashboard
Planning:
Create dashboard containers.
Add filters and interactivity.
Final Touches:
Add logos, icons, and ensure professional formatting.
Key Steps in the Project
Analyzing User Requirements
User Stories:
Focus on sales performance dashboards for managers and stakeholders.
Key Requirements:
Summary of total sales, profit, and quantity for the current and previous year.
Monthly trends and comparisons.
Product subcategory comparison.
Weekly trends for sales and profits.
Planning Dashboard Mockups
Mockup Design:
Plan layout and chart types.
Use bar charts, line charts, and bands for display.
Building and Formatting Charts
Creating Bans:
For metrics like total sales or profit.
Trends Visualization:
Use line charts with sparklines to show monthly changes.
Subcategory Comparison:
Use bar-in-bar charts for sales and profits.
Weekly Trends:
Line charts showing weekly performance.
Interactivity and Filters
User Filters:
Allow selection by categories, regions, and cities.
Chart Interactivity:
Enable charts to serve as filters for other data visuals.
Final Touches
Iconography:
Use icons for navigation between dashboards.
Color Schemes:
Consistent color usage for clarity and aesthetics.
Testing:
Ensure all functionalities work as intended.
Conclusion
Recommendation:
Take projects step-by-step, ensuring clarity and organization for better results.