Tableau Dashboard Overview

Estimated read time – 7 min

In the previous article, we focused on the problem statement, designed a layout, shared our goal to build a Tableau Dashboard for Superstore dataset. The dashboard should provide insights on most profitable regions, products, customer segments and estimate key performance indicators (KPIs) over the past time.

The data in SuperStore Sales reflect sales and profit of the retail chain in Canada. It includes information about customer orders, refunds, sales and geodata. But we’re mostly interested in sales data, as our main goal is to create an executive dashboard to understand company’s operating margin, find most and least lucrative product categories, and customer segments.

So here’s how the dashboard looks like:

All dashboard elements are placed into containers, we can easily resize or change their hierarchy, this enables to optimize the dashboard and make it more mobile/tablet friendly. We can also filter the data by time periods and choose a specific month and year in the top right corner, and all the charts will be redrawn automatically.

The next field shows key factoids on the company performance: profit, sales, orders count, average discount, customers and sales per customer. Each of the indicators displays YOY, a statistical measure to evaluate a company’s financial progress over time. If the indicator shows positive change, a green arrow will be added, if negative – red.

Below are two core charts, displaying regions (colored based on profit) and profit dynamics. We can click on a specific one to view its stats in-depth.

The green dot on the right chart represents data for a selected month this year, while the blue dot displays the same month last year. When hovering these points you can see a trend line, that facilitates assessing how the company’s doing today.

Let’s move to the second part, here we placed company’s products and customers onto 3 charts. The first one, starting from the left, called bar in bar chart, where you can easily explore product efficiency. For instance, Tables is one of the most inefficient categories, with Breford CR4500 that resulted in significant losses.

Bar in bar chart implementation

Then goes the chart with company’s customers, by default they are sorted in descending order by profitability. The chart is linked with Top Performing Provinces, so if we want to discover best or worst customers for the selected province, the data will be redrawn automatically.

Dashboard Evaluation

We evaluated this dashboard according to the criteria below. On a scale of 1 – 10, 10 being the highest, it gets the following scores from our team :

  1. Meets the tasks – 10,0

  2. Learning curve  – 5,5

  3. Tool functionality – 9,0

  4. Ease of use – 8,5

  5. Compliance of the result – 10,0

  6. Visual evaluation – 9,7

This Tableau Dashboard scored 8.8 out of 10 from the team! In our perspective, the dashboard fully meets the requirements and facilitates understanding of business performance over a reporting period. We can assess profit dynamics in general or for the selected region, and effectively leverage products and customers data in measuring monetary results. The final version is available through this link.

Please let us know your thoughts in the comments down below, how would you rate this dashboard?

 168   5 mon   BI   BI-tools   guide   tableau