With this video we are starting a
project series in Tableau called
sales insight. Tableau is an industry
standard
when it comes to BI tools, it is probably
the most popular BI tool
and if you are planning to make a career
in data analysis or data science
Tableau is something you have to learn.
You need to learn one BI tool either
Tableau or power BI
and this project series will give you
experience on how the data analysis
projects are executed
in big corporation. Let's say you you
want to learn Tableau
and if you just watch those tutorial
videos it can give you some knowledge
but when you work on a real project like
this;
so in this project uh we will be having
sales data for a company and we'll have
more than 150 000 transactions. So it's
like a real database
and when you work on this project not
only you learn technical skills related
to Tableau
and MySQL, by the way we are covering
MySQL Tableau both.
So not only you learn technical skills
but we'll go
over the scenarios, where when these
projects
are executed in big corporate, how the
meetings are held,
how they do project management using
things like aims,
and how different teams such as data
analyst, data engineer, data scientists
interact with each other.
So we'll go over all of that. My friend
Hemanand
Vadidel, who is a data analyst manager
working for a company in UK, he helped me
with this project.
So, I want to thank him uh for his help
and also I have another friend Qasim
Bhatthi,
who is a top rated data analyst
freelancer on Upwork.
I did a video with him recently. He ..ll
he helped
with the converting this project in
Tableau. So, I already did a power BI
series
with Hemanand earlier, I'm going to
provide a link in the video description.
So if you want
the same project series in power bi that
series is already there,
but Qasim helped me in converting this
project
into Tableau and that's what we'll be
uh doing in this series. Now in terms of
um overall structure of these videos,
I will go over some project planning
phase first. We
will look at problem statement, then
we'll go over project planning
then we'll build a nice dashboard in
Tableau
step by step. Now let's talk about
problem statement. So AtliQ hardware
is a company and I just manufactured
this name uh
it's a company uh which supplies
the hardware peripherals to different
clients, such as nomad stores,
excel stores, surge stores. These are all
the clients
and this is a hardware company which
will supply computers
other peripheral networking equipment to
them
and they have a head office in let's say
Delhi,
India and they have regional offices in
different states of
India and Bhavin Patel is a sales
director of this company
and he's managing the business from the
head office,
but then you have regional managers per
state
or per region or district. And
what's happening with this company is
the
sales are declining for this company,
and Bhavin Patel as a sales director
is having a lot of struggle
tracking where the business is failing,
because when the business is smaller.
Let's say you have 10 employees small
business you can manage
but when your business is bigger and you
have multiple offices,
it's hard to manage actually. You don't
get a right picture
and that's when data analysis can help
you.
So for Bhavin Patel, when
he talks with the regional managers or
regarding the business in their areas,
the managers have a tendency to paint a
rosy picture.
So sometimes they you know sometimes
they don't lie but they put sugar
coating around the facts
and as a sales director Bhavin doesn't
have any idea on
what is actually happen at a ground
level, you know
he doesn't have data insights. So that's
the challenge that he goes through
and when he calls this regional managers
they will give him
this big excel files you know and these
excel files
as humans we're not good at consuming so
many numbers. You know we want
simple insights so he's frustrated
because,
these managers are giving him so many
excel files and he's like-
Why the hell you're giving me 69 excel
files. I don't understand, I have to
merge those files and get the insights
myself and it's very tedious and excel
is kind of a boring tool.
So what he wants is some simple answers,
you know like he wants to know
what are my top five customers?, what are
my two weakest regions
where sales are declining?, what is my
aggregate revenue
in last 365 days? It is called
year-to-date revenue.
All these simple answers are hard to get
but there is a saying called -A picture is
worth
thousand words. So what if he has
a nice visualization, you know where you
can click on a
every region and you can get numbers for
that particular region.
You can also see revenue trends or
expense trends, declining
going down. So once
you have this kind of visualization
which is hooked up to a real database,
the data that you're feeding is not what
your managers are telling you.
It is the real transactional data coming
up from your softwares. So
data do not lie. So data will tell you
the right picture
and all Bhavin has to do is, he opens a
Tableau and looks at this dashboard
and he will get a complete idea on
what's going on.
So this way you have a lot of
transparency in the business.
You also get a lot of insights for
example, you have two regions which are
where sales are declining;
maybe you can run a special discount you
know to attract more customers.
So Tableau provides you the business
insights,
which is this is called like a
descriptive statistics, like
it tells you where the sales is
declining, where it is going up,
who is my top customer, and so on; and
based on these insights
as a sales director Bhavin can make a
business decision.
He can say okay in Orissa I want to
offer
five percent more discount because sales
are declining there.
So that decision is called the business
decision
that is based on the real data analytics
and that is the goal that Bhavin is
having
and with that uh he can
basically, once he has this dashboard
working on this computer
he doesn't have to call anyone, he can
just look at the dashboard
call someone if the if it is not
performing the way it should perform, the
business in that area.
He can also configure Tableau such that it
sends him
a daily or let's a monthly report in let's
a pdf format,
which has different diagrams and charts
and revenue trends.
So that you know all these things are
automated
and that is one of the reason why uh
Tableau is getting very very popular
Tableau power BI and other BI tools
because
they give you real time data analytics.
Okay, so that was all about problem
statement. In the next video we will be
talking about
uh AIMS Grid, which is used to
use for defining a certain projects and
we'll also talk about data discovery.