📊 Tableau Analytics Workbook Collection

✨ Overview

This repository documents a Tableau learning portfolio built around Superstore-style sales data. The workbooks cover foundational chart building, calculated fields, filters, map visuals, heat maps, tree maps, scatter plots, parameters, and dashboard/story composition.

The collection is designed as a practical progression: start with data types and basic charts, move into analytical calculations and interactivity, then combine the visuals into dashboards.

🧭 Workbook Index

Workbook	Focus	Main Contents
Charts.twb	Core visual types	Pie chart, sales trend line, area chart
HeatMaps.twb	Heat map design	Region by Sub-Category using square marks
Calculated_Fields.twb	Custom metrics	Revenue, Profit/Loss label, running sum
Filters_&_Charts.twb	Filtered analysis	Segment and manager region sales comparison
Dashboard.twb	Dashboard composition	10 worksheets, 2 dashboards, 1 story
Data_Types.twb	Field behavior	Measures, dimensions, bins, sets, groups
Map Visuals.twb	Geographic analysis	Generated latitude/longitude map view
Parameters.twb	User-driven views	Top N parameter and dynamic dimension selector
Scatter_Plot.twb	Relationship analysis	Sales vs Profit, Quantity, and Discount
Tree_Maps.twb	Part-to-whole analysis	Tree map and text-based summary sheet

🗂️ Data Sources

The workbooks primarily use Superstore order data stored as CSV files:

File	Role
Orders.csv	Primary order-level sales dataset
Orders 2015.csv, Orders 2016.csv, Order 2017.csv	Year-based order files used in combined data views
Managers.csv	Manager/region lookup data
Returns.csv	Return status data

Key fields used across the workbook set include Sales, Profit, Quantity, Discount, Order Date, Ship Date, Category, Sub-Category, Segment, Region, State, City, Customer ID, and Product Name.

🧮 Calculated Fields

Calculated_Fields.twb

Field	Formula	Purpose
Revenue	[Sales]-([Sales]*[Discount])	Calculates sales after discount
P/L	IF [Profit] > 0 THEN "Profit" ELSEIF [Profit] = 0 THEN "Null" ELSE "Loss" END	Labels each record by profit status
Running_Sum	RUNNING_SUM(SUM([Revenue]))	Builds a cumulative revenue view

Parameters.twb

Field / Parameter	Formula / Value	Purpose
Top N	10	Controls a top-N style product view
Parameter 2	"Category"	Lets the user choose the grouping level
Revenue	[Sales]-([Sales]*[Discount])	Reuses discounted revenue metric
Condition	Dynamic IF/ELSEIF field	Switches between Category, Sub-Category, Country, City, or Segment

📈 Visual Analytics Flow

flowchart LR
    A["CSV Data Sources"] --> B["Data Types & Field Roles"]
    B --> C["Charts, Heat Maps, Tree Maps"]
    C --> D["Calculated Fields"]
    D --> E["Filters & Parameters"]
    E --> F["Maps & Scatter Plots"]
    F --> G["Dashboards & Story"]

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🧩 Skills Demonstrated

• 📊 Building common Tableau visualizations: bar, line, area, pie, tree map, heat map, map, and scatter plot
• 🧮 Creating business-ready calculated fields for revenue, profit classification, and running totals
• 🎛️ Adding interactivity through filters and parameters
• 🗺️ Using generated geographic fields for map-based analysis
• 🧱 Combining individual worksheets into dashboards and a Tableau story
• 🧠 Understanding Tableau field types, bins, sets, groups, dimensions, and measures

🏁 Recommended Learning Path

1. Data_Types.twb
2. Charts.twb
3. Scatter_Plot.twb
4. HeatMaps.twb
5. Tree_Maps.twb
6. Map Visuals.twb
7. Filters_&_Charts.twb
8. Calculated_Fields.twb
9. Parameters.twb
10. Dashboard.twb

📌 Notes

• Dashboard.twbx is a packaged workbook and includes the related CSV data files.
• The .twb files are XML-based Tableau workbook definitions, so they store workbook structure, formulas, sheets, dashboards, and data source references.

👤 Author

Rajay Jain

📌 Aspiring Data Analyst & Python Enthusiast
📊 Passionate about Data Analytics, Visualization, and Insight Generation

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💡 Turning Data into Actionable Insights