Practice Objectives

Transform analytical worksheets into a sequential narrative using Tableau Story Points, guiding stakeholders through a structured business case.

Step-by-Step Instructions

1. Connect to MV_Sales_Clean.xlsx and create foundational analytical sheets (Baseline Performance, Problem Region, Root Cause Category).
2. Click New Story at the bottom of the interface.
3. Drag your overview worksheet onto the first story point canvas.
4. Add a caption header: "Overall Sales Growth Trends (2024–2026)".
5. Click Blank to add a second Story Point. Drag your regional analysis sheet into this view, filter down to the underperforming sales territory, and caption: "Regional Profit Drain Identified".
6. Add a third Story Point detailing the specific product line or return rate driving losses. Annotate key outliers directly on the chart canvas.
7. Add an action-oriented closing point outlining the executive business recommendation.
8. Save your narrative to Tableau Public or export as [your initials] TableauStory.twbx and submit the link or file to Canvas.