Which Division Had The Highest Net Sales USD?

Exercisewhat Division Had The Highest Net Sales Usd Within The Highest

Exercise: Determine the division with the highest net sales in the year that recorded the highest net sales, using a column chart.

Task List the steps necessary to display - using a column chart - the division that has the highest net sales within the year that has the highest net sales. List all Measures, Dimensions, Color and Trellis (if Trellis used). List all Filters used. Provide a screenshot of work.

Paper For Above instruction

The analysis of sales performance across divisions involves identifying the fiscal period and specific division that contributed most significantly to overall sales figures. This process entails multiple steps, primarily focusing on data aggregation, filtering, and visualization using tools such as Tableau, Power BI, or Excel. The ultimate goal is to create an intuitive column chart that clearly illustrates which division achieved the highest net sales within the year with the highest overall net sales.

Initially, the data set must be prepared by ensuring it includes relevant fields such as "Net Sales," "Division," and "Year." To find the year with the highest net sales, one would aggregate sales data across all years, creating a measure called “Total Net Sales” by summing the "Net Sales" measure. The next step involves filtering the dataset to retain only the year with the maximum total net sales. This can be achieved either through a calculated field or by using built-in filter functions within the visualization tool, such as filtering by a maximum value of total sales across years.

Once the highest sales year is isolated, the subsequent step is to identify which division within that year has the highest net sales. This involves grouping the data by "Division" and aggregating net sales per division for the selected year. A maximum function can be employed to determine the top-performing division, or the data can be sorted to identify this division visually in the finalized chart.

Creating the column chart involves the following components:

  • Measures: "Net Sales" (aggregated as sum)
  • Dimensions: "Division" and "Year" (filtered to the highest sales year)
  • Color: To differentiate divisions or for visual emphasis, perhaps using a distinct shade for the highest net-sales division.
  • Trellis (if used): Not necessary unless comparing multiple views across categories such as regions or product lines.

The filters applied include:

  1. Filter for "Year" to select only the year with the highest total net sales.
  2. Filter for "Division" to focus on the specific division with the highest net sales.

After constructing the chart with these parameters, a screenshot should be captured to document the visualization. This chart vividly displays the division that contributed most to the peak sales year, allowing stakeholders to quickly interpret sales performance.

Optional: To identify which customer had the highest net sales within this division and year, similar steps can be repeated by adding "Customer" as a dimension, filtering the data accordingly, and sorting net sales to spotlight the top customer.

This analytical process provides valuable insights into business performance, supporting strategic decision-making regarding resource allocation, marketing focus, and sales strategies.

References

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