Welcome to my blog. If you’ve ever wondered how to analyze sales data effectively and uncover valuable insights, you’re in the right place! In this tutorial, I will take you through a step-by-step process to create a powerful Sales Performance Dashboard, incorporating the unique and insightful Marginal Histogram.

Before we dive in, I’d like to share my learning journey with you. I took inspiration from the Workout Wednesday challenge (#WorkoutWednesday2019 Week 51), where I reviewed essential techniques and refined my skills. Now, I’m excited to share my solution with you, hoping it will help you to master sales performance dashboard and marginal histogram.

Challenge:

Step 1: The first task is to create a weekly sales area chart to serve as a header. To do this, right-click on [Order Date] and drag it to the Columns section, then select “WEEK” from the options. Next, drag [Sales] to the Rows section. Change the chart’s Marks to “Area” and then modify the color of the area map and column header to purple.

Step 2: After creating the header, proceed to create a “Year Filter.” Firstly, drag [Order Date] to the Columns section. Next, double-click on the Rows field and type “avg(0)” to generate the zero line. Press Ctrl and drag “AGG(avg(0))” to duplicate the chart. Change the Marks of “AGG(avg(0))(2)” to “Text” and drag [Order Date] to the Text section. Right-click on “AGG(avg(0))” and select “Dual Axis.” Lastly, change the format of the Zero Lines to purple.

Step 3: The next step involves creating a marginal histogram with Month, Year, Subcategory, and Sales. Begin by right-clicking and dragging [Order Date] to the Columns section, then select “MONTH.” Drag [Sales] to the Rows and Color sections.

Step 4: To create the second part of the marginal histogram, right-click and drag [Order Date] to the Columns section and select “MONTH.” Press Ctrl + drag “MONTH(Order Date)” to duplicate the chart. Now, drag [Sub-Category] to the Rows section, and double click on the Rows field and type “avg(0)” to create zero lines. Then, drag [Sales] to the Color of the first chart and change the Marks of the second chart to “Shape.” Right-click on “MONTH(Order Date)” and select “Dual Axis.”

Step 5: The next step for the marginal histogram is to create a bar chart for different Subcategories. Drag [Sub-Category] to the Rows section and then drag [Sales] to Columns, Color, and Label.

Step 6: Moving on, we need to create a map representing Sales data. Double-click on [Country] to create the map. If there are unknown locations, you might need to change the country names to “United States.” Then, drag [Sales] to Color.

Step 7: After placing all the charts on the dashboard, remember to click the filter button on the right side of the “Year Filter” chart so that we can filter data by year.

Step 8: Lastly, add Filter and Highlight actions to the dashboard to enhance the user experience and interaction.

Congratulations! You’ve completed Sales Performance Dashboard with Marginal Histogram. This challenge has been a valuable resource to review my previous learning and I hope it will also provide some interesting ideas and insights for you. Thank you for joining me on this learning adventure.

 

 

The Data School
Author: The Data School