📥 Data Source
⬇ Download Sales Dataset (.csv)
Global sales data — 3,671 orders across 4 regions, 13 countries, 3 categories over 2 years. Fields include Order Date, Region, Country, Category, Sub-Category, Quantity, Revenue, Cost, Profit, Discount, Segment, and Ship Mode.
📋 Assignment Instructions
Create a Tableau workbook that demonstrates your foundational skills — connecting to data, building core chart types, and using calculated fields.
Part 1: Connect & Explore
- Connect to the CSV — open Tableau and connect to the sales dataset. Check that data types are correct (dates, numbers, strings).
- Explore the data — create a quick text table or highlight table to understand the dimensions (Region, Category, etc.) and measures (Revenue, Profit, etc.).
Part 2: Build Visualizations (2 sheets)
- Bar Chart — Revenue by Country, colored by Region. Sort descending. Add data labels for the top 5 countries.
- Line Chart — Monthly Revenue trend over the 2-year period. Add a trend line and color by Category.
Part 3: Calculated Field (minimum 1)
- Create one of the following:
- Net Profit (subtraction) —
SUM([Revenue]) - SUM([Cost]). Use it in a bar chart and confirm it matches the source Profit column. - Order Value Threshold (MIN/MAX) — a field that flags orders above or below the MAX or MIN order value for their Category, e.g.
SUM([Revenue]) = MAX([Revenue])to spot the top order per category.
- Net Profit (subtraction) —
Part 4: Formatting
- Titles & labels — give every sheet a clear title. Add axis labels where needed.
- Color palette — use a consistent color scheme across both sheets.
- Tooltips — customize tooltips to show relevant context (not just default values).
✅ Submission Checklist
- 2 visualization sheets (bar chart and line chart)
- At least 1 calculated field (Net Profit or Order Value Threshold)
- All charts have titles, formatted axes, and custom tooltips
- Consistent color palette across sheets
Export your workbook as a .twbx (packaged workbook) and upload using the form below.