Assignment Metadata
- Starter Dataset:
MV_Sales_Clean.xlsx - Required Software: Tableau Public
- Submission Format: Tableau Workbook (
.twbx) or Tableau Public Web Link
Practice Objectives
Construct modular visual worksheets and combine them into a unified, interactive executive dashboard using dashboard containers, filter actions, and linked highlighting.
Step-by-Step Instructions
- Connect to
MV_Sales_Clean.xlsx. - Build Sheet 1: Sales Trend using Order Date (continuous month) on Columns and Sales on Rows.
- Build Sheet 2: Regional Map mapping State / Province with filled geographic polygons shaded by Profit.
- Build Sheet 3: Category Breakdown displaying horizontal bars of Sales broken down by Sub-Category.
- Click New Dashboard icon at the bottom. Set dashboard canvas size to Automatic or Fixed Size (1200 x 800).
- Drag
Sales Trendinto the top half, and split the bottom half betweenRegional MapandCategory Breakdownusing horizontal layout containers. - Configure the
Regional Mapsheet as a filter: click the small funnel icon on the map container (Use as Filter). - Test the interaction: clicking a State on the map should instantly update both the trend line and category bar breakdown.
- Publish to Tableau Public or save as packaged workbook
[your initials] TableauDashboard.twbxand submit.