Welcome back.
We're ready to load the data set for the task at hand.
Let's connect to our data source, which is in the dashboard data CSV file to download it, check the
resources available with the lecture.
All right, we can now examine the structure of our data and what we observe is that this is Time series
data.
OK, then we've got some information about drinker's clients, as well as a categorization by client
type.
And in addition to that, we have financials first, we have gross sales that show a firm's revenues,
pre discounts.
If we then consider discounts that had been given to clients, we will arrive at net sales.
What else?
Well, on the right side of the table, there are three additional cost items cost of goods sold distribution
and warehousing expenses.
Quite intuitively, cost of goods sold shows how much was spent to make the product.
Distribution and warehousing are two items that are often grouped, distribution is the transport expenditure
that has to be sustained to deliver a product to a client.
Warehousing indicates the cost of keeping the item in the company's storage facilities until the item
is delivered to clients.
All right, with all that cleared up, we can start working on the actual report.
Let's turn our attention to the Tablo sheet tab at the bottom.
From here, we're able to create new sheets, dashboards, as well as stories.
For our report will require several sheets, as well as a dashboard, of course.
The reason we need additional sheets is that will be creating each element of the dashboard, such as
the charts and KPIs separately in their respective sheets.
Then we'll link all of the elements together in a dashboard.
And as the last step will include filters and connect them to all elements of our board.
Cool.
Let's go ahead and create a dashboard called Drinka Report.
Next up are the individual sheets that will form our report.
We begin with net sales and gross profit margin.
The second chart will display volume by size of purchase, in case you're wondering, this is what an
inverted bar chart is called in Tableau.
Pretty much every software has a different name for it, so it can get confusing.
The third chart will depict the volume by client type and will also feature horizontal bars.
Then let's create two sheets for the dashboard, CPI's.
The first will show the average discount.
The second is for the average distribution cost.
Excellent.
Now we're ready to create the actual charts and we'll start with the combination chart for net sales
and percentage.
See you in the next lecture.