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Phase 2 Project — Executive Dashboard Cheat Sheet

Tableau

In one line: Use Tableau's built-in Sample - Superstore dataset. It contains:

Key Ideas

1ShopNova Executive Dashboard 🏢 Client: ShopNova E-Commerce ShopNova is a mid-sized online retailer with operations across the US. The CEO wants a single-screen executive dashboard that shows overall business health at a glance — revenue, profit, growth trends, regional performance, and product category mix. She wants to be able to filter by date range and product category, and click any region to drill into its detail. Dataset: Sample - Superstore Use Tableau's built-in Sample - Superstore dataset. It contains: 📋Orders TableOrder ID, Order Date, Ship Date, Ship Mode, Customer ID/Name, Segment, Country/City/State/Postal/Region, Product ID/Category/Sub-Category/Product Name, Sales, Quantity, Discount, Profit 👥People TablePerson (Regional Manager name), Region. Used to show which manager is responsible for each region's performance. 🔄Returns TableReturned (Yes/No), Order ID. Join to Orders to flag returned orders and calculate return rate. The dashboard should cover 4 years of data (2020–2023). All views should be filterable by year and category. 🧮 Step 2 Calculated KPI Metrics. Before building any visuals, create these calculated fields. They'll be the foundation of your KPI tiles and referenced across multiple sheets.

2KPI Header Row — Big Number Tiles. Create 5 separate sheets, one per KPI. Each sheet shows a single large number with a secondary label. These will form the top row of the dashboard.

3Revenue Trend + Forecast Line Chart. This is the main chart — a continuous line showing monthly revenue from 2020–2023 with a 6-month forecast. This tells the CEO whether the business is growing or declin...

4Category Treemap + Regional Map Step 5 — Category Performance Treemap New sheet. Use Show Me → Treemap with Sub-Category, Sales, and your Profit Ratio calculated field. Size = Sales, Color = Profit Ratio using Red-Blue diverging palette centered at zero. Labels show Sub-Category and Sales. Title: "Category Performance". This reveals which sub-categories drive revenue vs. which are margin drains. Step 6 — Regional Performance Map New sheet. Double-click State — Tableau auto-generates a filled map. Drag SUM(Sales) to Color (orange gradient). Drag Profit Ratio to Tooltip. Drag Region to Detail. This gives the CEO a geographic view of where the business is strongest. Name the sheet "Regional Map". 💡 Pro Tip: Add a Region Label Layer Duplicate the Regional Map sheet. On the duplicate, change the aggregation to ATTR(Region) on Label and change mark type to Circle. Combine both map layers as a dual-axis map: the bottom layer = filled states by sales, the top layer = region label circles. This creates a clean annotated map. 🎛️ Steps 7 & 8 Parameters + Filter Actions Step 7 — Add Parameters P1Date Range ParameterCreate parameter Start Year (integer, values: 2020, 2021, 2022, 2023). Create End Year similarly. Create a calculated field: In Date Range = YEAR([Order Date]) >= [Start Year] AND YEAR([Order Date]) <= [End Year]. Add to Filters on all sheets. P2Category SelectorCreate parameter Category Focus (string, list: "All", "Furniture", "Office Supplies", "Technology"). Create calculated field: Category Filter = IF [Category Focus] = "All" THEN TRUE ELSE [Category] = [Category Focus] END. Apply to all sheets. Step 8 — Link All Views with Filter Actions AMap → All Charts FilterDashboard → Actions → Add Action → Filter. Source: Regional Map. Targets: ALL other sheets. Run on: Select. Clearing: Show all values. Name: "Region Drill-down". BTreemap → Trend Line FilterAdd another filter action. Source: Category Treemap. Target: Revenue Trend chart. This lets the CEO click a product category in the treemap to see that category's revenue trend in isolation. CShow Parameter ControlsRight-click each parameter → Show Parameter Control. Add them to the dashboard as a control panel on the right side. Format with labels so users understand what each control does. ✅ Project Checklist Mark Your Progress. Check off each item as you complete it. Your score updates automatically.

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