Filtering Data on Tableau

Now that you’ve convinced your marketing department head that Tableau is a valuable investment for your company, let’s discuss how to utilize it effectively.

One of the best features of Tableau is how you can sort and organize data and have the visuals quickly and easily reflect that. You can add particular filters as columns or rows to, or use it as a way to sort your data without making it a column or row in the Filter Shelf. You can even sort data by category and split it into subcategories while still organizing it by the main category.

For example, let’s say you’re a makeup entrepreneur. You make your own foundations and concealers and sell them on your Etsy shop. You have 3 different formulations – satin, matte and dewy. You want to see how these 3 foundations are doing sales-wise compared against each other because you feel that you don’t need all 3 formulations. You rather divest some of your time to focus on other products like lipsticks and bronzers.

You sign up for a free trial with Tableau and import your Excel sheet with your sales data for the past year, divided by quarter. Using Tableau, you import your Excel sheet and place the “quarter” and “revenue” portions into the Column bar. You add the “foundation” category to the Rows bar, along with the “satin”, “matte” and “dewy” portions of your Excel. 

You realize that consistently across all quarters, Satin foundations outperform Dewy and Matte foundations. To further compare how Dewy and Matte compare against each other, you decide to remove Satin in the Row bar. You notice that Matte outperforms Dewy in all quarters except 4. You export the chart and save this for reports to share with your team for the quarterly sales meeting.

Now that you know which foundation to remove from your product lineup, you can do the same for Lipsticks, which you have 12 parts. To take things further, you can include your markets, the number of orders and even calculate the BDI /CDI to see where your products are doing well. Tableau makes data accessible and actionable for all users.

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