Build a Weekly Sales Dashboard
Updated · By Robert Breen
Replace the Monday spreadsheet routine with a dashboard: learn what BI changes, get the totals right, then build and publish the dashboard in Tableau Public.
The lessons, in order
- What Is Business Intelligence? A Beginner’s Guide
What business intelligence is, what a BI tool does that a spreadsheet can’t, and a worked example: 1,200 order rows into one weekly sales dashboard. About 8 minutes.
- Dimensions vs Measures in Tableau, With Examples
Dimensions vs measures with a sales table: which columns slice data, which get added up, why Tableau shows blue and green pills, and wrong-total traps. About 9 minutes.
- Tableau Public Tutorial: Your First Chart and Dashboard
A beginner Tableau Public tutorial: connect a CSV, build a revenue-by-region bar chart, add a filter and put it on a dashboard. Free tool, sample data. About 15 minutes.
Terms you’ll learn
AggregationBusiness intelligence (BI)Calculated fieldDashboardData sourceData visualizationData warehouseDimensionDrill-downFilterMeasure
Questions this learning path answers
- Is Tableau free?: Yes, for learning: Tableau has free editions, but each has a catch. What Tableau Public, Desktop Public Edition and Free Edition can and…
- Should I learn Tableau or Power BI first?: Learn the BI tool your employer, or the one you want, uses. If none, Tableau on a Mac or Power BI on Windows. The core ideas transfer…
- What does a BI analyst do?: A BI analyst turns business questions into trusted numbers and dashboards. What the job involves day to day, the skills it needs and how…