In A 1015 Slide PowerPoint Presentation Report Your Findings

In A 1015 Slide Powerpoint Presentation Report Your Findings And Hig

In a 10–15-slide PowerPoint presentation, report your findings and highlight notable data points. Part 1 Create a profit map with filters for region, subcategory, and order date (year), and then create an interactive dashboard using the Sales by Product Subcategory and the Profit Map worksheets. Add floating multivalued drop-down filters for Year of Order Date, Region, and Subcategory to the profit map (do not forget to apply it to both worksheets), and then move the profit color legend to the bottom of the negative bar chart. Part 2 Create 3 more worksheets, as follows: Product Category/Subcategory KPIs: Create a worksheet that display key performance indicators for sales by product subcategory/region. Create calculated fields for Prior Year, Latest Year, and Year over Year (YoY). Calculated fields for an alert position and a mark position will also need to be created. Use shapes and colors to format the alert positions, and sort the sales in descending order for readability. Latest Year: IF {MAX(YEAR([Order Date]))}=YEAR([Order Date]) THEN [Sales] ELSE 0 END Prior Year: IF {MAX(YEAR([Order Date]))}-1=YEAR([Order Date]) THEN [Sales] ELSE 0 END Year over Year: ZN(SUM([Latest Year]))>=ZN(SUM([Prior Year])) Mark Position: AVG(-50000) Alert Position (Compute along Table): -WINDOW_MAX ( IF [YoY] THEN SUM([Latest Year]) ELSE SUM([Prior Year]) END)*0.02 A table displaying sales by product category: Include filters for region and order date and color code sales. Include the sales figures in the table, but also add the profit as a tool tip. Name the worksheet "Sales by Product Category." A treemap for Sales by Product Subcategory: This has the same setup as the Sales by Product Subcategory bar chart created in Unit 2. Submit your Tableau (.twb) or Excel workbook along with your PowerPoint presentation.

Paper For Above instruction

This report aims to analyze and visualize sales and profit data using Tableau and PowerPoint, focusing on creating an interactive dashboard and detailed KPIs across product categories and subcategories. The goal is to provide comprehensive insights into sales performance, profitability, and trends across different regions and time periods, using advanced data visualization techniques to facilitate decision-making.

The first part of the project involves constructing an interactive profit map, which allows users to filter data dynamically by region, subcategory, and year of order date. This map serves as a visual representation of profitability across different locations and product lines, enabling stakeholders to identify high or low-profit regions quickly. Implementing multivalued drop-down filters enhances user interactivity, providing a customizable view of the data that updates both the profit map and sales by product subcategory visualizations. Moving the color legend to the bottom of the negative bar chart improves readability and overall dashboard aesthetics, making it easier for users to interpret profit margins.

The second part expands the analysis with three new worksheets focusing on key performance indicators (KPIs) and detailed sales and profit data. The creation of calculated fields—Prior Year, Latest Year, and Year over Year—serves to measure recent trends and year-over-year growth, which are crucial for assessing business performance. Alerts and mark positions are computed using table calculations to highlight significant changes or concerns, such as declining sales or negative profit margins, through shapes and color coding. Such visual cues facilitate quick identification of areas requiring managerial attention.

A dedicated worksheet titled "Sales by Product Category" provides a granular view of sales figures and profit margins, filtered by region and date. Incorporating color coding based on sales volume offers immediate visual insights, while tooltips displaying profit figures enhance data depth without cluttering the main view. This combination helps in understanding which product categories drive revenue and which are less profitable, informing strategic product management decisions.

Furthermore, a treemap visualization for Sales by Product Subcategory offers a visual hierarchy of sales performance, mirroring earlier bar chart setups but with a more spatial and comprehensive overview. This visual aid simplifies the comparison of subcategory contributions within larger categories, making it easier to identify top- and bottom-performing subcategories at a glance.

The deliverables include the Tableau (.twb) or Excel workbook containing all these visualizations, along with the PowerPoint presentation summarizing key findings, insights, and recommendations derived from the data analysis. This integrated approach ensures the presentation is both insightful and actionable, equipping decision-makers with clear, data-driven information.

In conclusion, this project leverages advanced visualization techniques and dynamic filtering to provide a detailed, flexible view of sales and profit data across multiple dimensions. By identifying performance trends, highlighting risks, and spotlighting opportunities within product categories and regions, the analysis supports strategic planning and operational optimization. Such comprehensive reporting tools are essential for modern business intelligence efforts, enabling data-driven decision making in competitive markets.

References

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