The objective of this project is to analyze sales performance data and design an interactive Tableau dashboard that provides clear insights into sales, profit, quantity, category-wise performance, and time-based trends.
The project follows a structured dashboard design process—from requirement analysis to final dashboard development—ensuring clarity, usability, and business relevance.
- This project uses a structured sales dataset containing transactional and categorical sales information.
- Key dataset attributes include:
- Sales amount
- Profit
- Quantity sold
- Category & Sub-category
- Time-based fields (Year / Date)
- Regional and customer-level dimensions
- 🔗 Dataset Link: Dataset
- What is the overall sales, profit, and quantity performance?
- Which categories and sub-categories contribute the most to sales?
- How do sales and profit trends change over time?
- What is the relationship between sales and profit?
- How do filters (category, region, etc.) impact performance metrics?
- The following KPIs are highlighted at the top of the dashboard:
- Total Sales
- Total Profit
- Total Quantity
- These KPIs provide a quick performance snapshot for decision-makers.
- The dashboard includes the following visual elements:
- Sales & Profit Trend Over Time – Line charts for temporal analysis
- Top Categories by Sales – Bar chart for category comparison
- Sales vs Profit Analysis – Comparative trend visualization
- Sales Distribution by Category – Pie / distribution chart
- Interactive Filters – Category, sub-category, region, etc.
- The project follows a structured Tableau dashboard development approach:
- Step 1: Analyze Requirements
- Collect business requirements
- Choose the right charts
- Draw dashboard mockups
- Define color themes
- Step 2: Build Data Source
- Connect dataset
- Create data model
- Rename fields & tables
- Check data types
- Understand data relationships
- Step 3: Build Charts
- Create calculated fields & test results
- Build individual charts
- Format visuals:
- Remove unnecessary lines & grids
- Clean axes and headers
- Apply consistent coloring
- Customize tooltips
- Step 4: Build Dashboard
- Create container-based layout
- Arrange KPIs and charts logically
- Apply formatting:
- Evenly distributed content
- Fit “Entire View”
- Add legends and padding
- Add dynamic filters and icons
| Component | Technology |
|---|---|
| BI Tool | Tableau |
| Data Type | Sales Analytics Dataset |
| Analysis | KPI Analysis, Trend Analysis |
| Visualization | Line Charts, Bar Charts, KPI Cards |
| Reporting | Interactive Tableau Dashboard |
- Sales and profit show distinct trends over time
- Certain categories consistently outperform others
- Sales volume does not always directly correlate with profit
- Interactive filters help uncover deeper performance patterns
This project demonstrates an end-to-end Tableau dashboard development process—from requirement analysis to final visualization—focusing on clean design, interactivity, and actionable business insights.
It highlights strong fundamentals in data visualization, dashboard structuring, and analytical thinking using Tableau.