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Tableau Fundamentals Case Study - Ecommerce Analysis

Sebastian Taylor and Pavel Nacev

In this course, you'll act as a data visualization analyst for Calwest E-commerce. In that role, you’ll be fulfilling a set of business requirements to build several visuals and dashboards in Tableau.

Read more

In this course, you'll act as a data visualization analyst for Calwest E-commerce. In that role, you’ll be fulfilling a set of business requirements to build several visuals and dashboards in Tableau.

Using what you learned in Tableau Fundamentals, you’ll build basic visuals, apply formatting, and create interactive functionality. Your creations will help you to draw insights and answer important business questions.

Upon completing this course, you will be able to:     

Create a data model in Tableau

Build basic calculations and formulas

Create basic visuals in Tableau

Apply formatting to create a clean and branded experience

Add interactivity to a dashboard

Answer e-commerce business questions using a dashboard

This Tableau I case study is perfect for those who want to put their knowledge about Tableau into practice with selected, real-life scenarios. This makes the course a great follow-up to CFI's Tableau Fundamentals.

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What's inside

Syllabus

Getting Started
In this case study, you'll act as a data visualization analyst for Calwest E-commerce where you’ll be fulfilling a set of business requirements to build several visuals and dashboards in Tableau.
Read more
Create the Data Model
In this module, we'll build a basic data model in Tableau that we can use to create metrics and insights.
Dashboard 1
In this module, we'll create a Performance Summary dashboard for Calwest E-Commerce. We'll use basic metrics, charts and a dashboard to pull it all together.
Dashboard 2
In this module, we'll create a second dashboard to evaluate regional performance. This time we'll look at some more complex charts and graphs.
Interactivity
In this module, we'll focus on making our dashboard interactive and improving the user experience.
Case Summary
Qualified Assessment

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Suitable for individuals wanting to practice their Tableau skills in real-world scenarios after completing Tableau Fundamentals
Students learn the basics of Tableau including building visuals, formatting, and interactivity
Develops skills in creating data models, calculations, formulas, and interactive dashboards
Appropriate for individuals in e-commerce or related fields seeking to apply data visualization in their work
Provides a hands-on approach with case study scenarios, enabling learners to apply their knowledge directly
The course requires students to have a basic understanding of Tableau, making it suitable for beginners or those with prior Tableau exposure

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Tableau Fundamentals Case Study - Ecommerce Analysis with these activities:
Review data analysis concepts
Revisiting data analysis concepts will strengthen your foundation and enhance your understanding of the material covered in the course.
Browse courses on Data Analysis
Show steps
  • Review your notes or textbooks on data analysis.
  • Complete practice exercises to test your understanding.
Read 'Tableau for Beginners' by Ryan Sleeper
This book provides a solid foundation in Tableau, covering basic concepts and techniques. Reading it will help you better understand the course material.
View Tableau Desktop Pocket Reference: Essential... on Amazon
Show steps
  • Read chapters 1-3 to understand the basics of Tableau.
  • Complete the practice exercises at the end of each chapter.
Tableau Data Model
Improve understanding of Tableau data modeling concepts covered in the course.
Browse courses on Data Model
Show steps
  • Review the principles of data modeling
  • Read Tableau documentation on data models
  • Complete Tableau exercises on data modeling
Ten other activities
Expand to see all activities and additional details
Show all 13 activities
Tableau Interactivity Tutorials
Enhance understanding of Tableau's interactivity features and their application in dashboards.
Browse courses on Interactivity
Show steps
  • Watch online tutorials on Tableau interactivity
  • Follow step-by-step guides on creating interactive dashboards
  • Practice adding filters, tooltips, and other interactivity options
Follow online tutorials on creating basic visualizations in Tableau
These tutorials provide step-by-step instructions on how to create common visualizations in Tableau. They will help you practice applying the concepts you learn in the course.
Show steps
  • Watch a tutorial on creating a bar chart.
  • Follow along and create your own bar chart.
  • Experiment with different chart types and options.
Tableau Data Visualization Discussion
Gain different perspectives and learn from peers by discussing Tableau data visualization techniques.
Browse courses on Data Visualization
Show steps
  • Join or create a study group
  • Share visualizations and insights
  • Discuss challenges and best practices
  • Provide constructive feedback
Join a study group or online forum for Tableau users
Engaging with other Tableau users can provide valuable insights and support. It will help you learn from others and stay up-to-date on best practices.
Show steps
  • Join a Tableau study group or online forum.
  • Participate in discussions and ask questions.
  • Share your knowledge and insights with others.
Dashboard for E-commerce
Develop practical skills in creating dashboards for e-commerce analysis, as covered in the course.
Browse courses on Tableau Dashboard
Show steps
  • Gather data on e-commerce metrics
  • Design the structure and layout of the dashboard
  • Create visualizations and charts for the dashboard
  • Add interactivity and filtering options
Seek guidance from experienced Tableau professionals
Connecting with experienced Tableau professionals can accelerate your learning journey. They can provide personalized guidance and support.
Browse courses on Mentorship
Show steps
  • Identify potential mentors through online platforms or networking events.
  • Reach out to them and express your interest in mentorship.
  • Establish regular communication and seek their advice.
Create a variety of visualizations using the Tableau data source
This activity allows you to practice and apply the skills you learn in the course to a real-world dataset. It will help you gain proficiency in creating effective visualizations.
Browse courses on Data Visualization
Show steps
  • Create a bar chart showing sales by product category.
  • Create a line chart showing sales over time.
  • Create a map showing sales by region.
Tableau E-commerce Analytics Project
Apply the skills learned in the course to analyze real-world e-commerce data and gain insights.
Browse courses on E-commerce Analytics
Show steps
  • Identify a business question or problem to address
  • Collect and prepare e-commerce data
  • Use Tableau to analyze the data and create visualizations
  • Develop insights and recommendations
  • Present the findings and insights
Build a dashboard that tracks key e-commerce metrics
This project challenges you to apply your skills in Tableau to create a valuable tool for analyzing e-commerce data. It will help you develop your problem-solving and critical thinking abilities.
Browse courses on Dashboard Creation
Show steps
  • Identify the key e-commerce metrics to track.
  • Design the layout and structure of the dashboard.
  • Develop visualizations to represent the metrics.
  • Add interactivity and filters to the dashboard.
Write a blog post or article about a Tableau project you completed
Documenting your Tableau projects through writing provides an opportunity to reflect on your work, deepen your understanding, and share your knowledge with others.
Browse courses on Content Creation
Show steps
  • Choose a Tableau project that you are proud of.
  • Write a blog post or article describing the project, your approach, and the results.
  • Publish your post or article online.

Career center

Learners who complete Tableau Fundamentals Case Study - Ecommerce Analysis will develop knowledge and skills that may be useful to these careers:

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Course image
Level
Intermediate
Via
Coursera
Institution
Corporate Finance Institute
Instructors
Sebastian Taylor
Pavel Nacev
Session
August 5, 2024 - September 30, 2024
Language
English
Good to know
Suitable for individuals wanting to practice their Tableau skills in real-world scenarios after completing Tableau Fundamentals
Students learn the basics of Tableau including building visuals, formatting, and interactivity
Develops skills in creating data models, calculations, formulas, and interactive dashboards
Appropriate for individuals in e-commerce or related fields seeking to apply data visualization in their work
Provides a hands-on approach with case study scenarios, enabling learners to apply their knowledge directly
The course requires students to have a basic understanding of Tableau, making it suitable for beginners or those with prior Tableau exposure
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