Tableau Project Expected Solution: After creating the dashboard, we should be getting the dashboard something like below; 

 Process 

Step 1: Data source connection First, connect the customer analysis dataset to Tableau and select the “Sales_06_FY2020-21 copy” sheet. 

 Customer Analysis

Hello and welcome, my name is Agunwa Glory and today I will be presenting to you the results of the Customer analysis task. 

Tools Used:

1. Excel

2. Tableau

Business Case

 • Show one filter- Category. This filter should have only relevant values. 

• The dashboard should have the title “Customer Analysis” 

• The first chart should have the title “Revenue per State” and should show the monthly revenue per year

• The second graph should have the title as “Month-wise Revenue” and should show monthly sales per year

• The third graph should the title as “Age-wise Analysis”

• The fourth graph should show the title as “Quantity Percent Correlation”

• The fifth graph should show the title as “Region-wise Revenue Analysis” 

• The sixth graph should show the title as “Gender-wise Sales Analysis”

• Create a Dashboard. 

• Do proper formatting so that it can look professional 

Step 2: Create First Tableau worksheet Now go to sheet 1 and start creating the first graph as explained in the 3rd point of business requirement. Here you can use “Sales” and “State” to accomplish this. Once done, make a little decoration and you should get something like below;

 Step 3: Add Filter in Tableau (Category) Here we’ll add the filter as per the requirements shared. Please check #1 of business requirements. 

 Step 4: Create a line chart in Tableau for Month-wise Revenue In this step, we’ll touch base with the 4th point of business requirement. Here, if you carefully look into the solution, it is line chart along with border in Tableau. So, let’s create a line chart in Tableau and make some formatting to get something like below;

 Step 5: Create a bar chart in Tableau for Age-wise Analysis Age bins were created to group the ages with the aim of increasing the frequency for age. 

Step 6: Create a Scatter plot in Tableau for Quantity Percent Correlation 

Step 7: Create a doughnut chart in Tableau for Region-wise Revenue Analysis In this step, we’ll touch base with the 5th point of business requirement. Here, if you carefully look into the solution, it is a doughnut chart along with border in Tableau. So, let’s create a doughnut chart in Tableau and make some formatting to get something like below;

Step 8: Create a bar chart in Tableau for Gender-wise Sales Analysis 

Step 9: Create a Dashboard in Tableau Now we’ve come to the last section of this tableau project. Here we need to simply arrange the eight tableau worksheets and provide proper formatting along with the border. Also, enable the dashboard title as shared in the requirements.;

 Insights 

• December 2020 had the highest sales of $57.7M and February 2020 had the least sales of $4.4M 

• TX is the state with the most sales of $15.5M and WY is the state with the least sales of $1.0M 

• The age bin “30-40” made the most purchases in the amount of $44.8M and the age bin “<20” made the least purchases of $7.0M 

• South region had the most sales (38.37%) and the Northeast had the least sales (17.10%) 

• The gender-wise analysis shows that the sales for both female and male for each category falls within the same range. E.g., for the “Mobiles and Tablets” category, the male has a revenue of $63.8M while the female has the revenue of $66.3M 

• From the scatter plot (Quantity Discount Correlation), we can see that the highest discount (75%) had the most quantity of goods ordered. From the chart, we can tell that there may be other factors influencing sales since we have lesser quantities ordered with the discount being high (e.g., discount= 75%, quantity ordered= 17 and discount=10.315, quantity ordered= 37)