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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.

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

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.

Enroll now

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.
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Traffic lights

Read about what's good
what should give you pause
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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Reviews summary

Tableau case study: practical e-commerce analysis

According to learners, this course is an excellent practical application for those with existing Tableau knowledge, serving as a perfect follow-up to foundational courses. Students particularly appreciate the real-world e-commerce case study format, which helps them apply skills to solve business problems and create professional, interactive dashboards. The instructor's explanations are clear and the provided data is relevant and engaging. However, some learners note the fast pace and assumed strong foundational knowledge, making it unsuitable for absolute beginners. A few also desired more complex calculations or deeper analytical insights.
Instructor provides clear explanations and useful tips.
"The instructor's explanations were clear, and the data set provided was realistic and engaging."
"The instructor demonstrates concepts clearly and provides useful tips for building dashboards."
"The practical application was strong, and the instructor was good."
Perfect follow-up to foundational Tableau courses.
"A great follow-up to the Tableau Fundamentals course."
"As someone who completed the Tableau Fundamentals course, this was the perfect next step."
"This course is a must-do after taking foundational Tableau courses."
Excellent for applying existing Tableau skills.
"This course was an excellent practical application of Tableau fundamentals."
"It pushed me to apply my skills to solve actual business problems."
"Good for hands-on practice. The case study format is effective for applying Tableau skills."
"I can now confidently build more complex dashboards for my company."
Some desire more complex calculations or advanced techniques.
"I wished there were more complex calculation examples beyond the basic ones covered."
"I expected more in-depth problem-solving or advanced techniques."
"The data set was a bit simplistic for 'real-world' and the explanations felt rushed at times."
Not suitable for absolute beginners.
"Not for beginners. The course title implies 'fundamentals' but it jumps right into a case study assuming you know a lot."
"I struggled to keep up because the foundational concepts were not re-explained."
"I found the pace challenging if you're not already very comfortable with Tableau."

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.
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:

Reading list

We've selected 38 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Tableau Fundamentals Case Study - Ecommerce Analysis.
Seminal work on the grammar of graphics, a formal language for describing data visualizations. It covers a wide range of topics, from the basics of the grammar of graphics to the use of the grammar of graphics to create a variety of charts and graphs.
This classic book by Edward Tufte must-read for anyone interested in data visualization. It covers a wide range of topics, from the principles of visual perception to the design of effective charts and graphs.
Foundational text specifically focused on dashboard design principles. It's highly recommended for anyone creating dashboards, covering common pitfalls and best practices. The book delves into the cognitive science behind effective data display, making it valuable for understanding why certain design choices work.
Provides a comprehensive overview of interactive data visualization for the web, covering topics such as data preparation, chart types, and best practices. It valuable resource for anyone looking to create effective and engaging data visualizations.
Provides a comprehensive overview of data visualization, covering the basics of visual perception, data types, and chart types. It great resource for beginners who want to learn the fundamentals of data visualization.
This guidebook offers a comprehensive overview of the Business Intelligence lifecycle, from data integration to analytics. It provides clear explanations of architectural design and processes, making it valuable for gaining a broad understanding of the field. It useful reference for navigating the complexities of BI projects and includes practical solutions.
For those working with Microsoft BI tools like Power BI, SSAS, and Excel, a strong understanding of DAX is essential. is considered a definitive guide to the DAX language, providing in-depth knowledge for creating powerful calculations and data models.
While not exclusively about dashboards, this book is crucial for understanding the 'why' behind data visualization in a business context. It focuses on effectively communicating insights from data through compelling visuals, a core skill for creating impactful dashboards. is often recommended for beginners in data visualization.
Comprehensive guide to the entire Business Intelligence project lifecycle, from planning to deployment. It provides a structured approach to implementing BI solutions and emphasizes understanding business needs and ensuring data quality. It valuable resource for project managers and those involved in BI implementation.
A companion to 'Show Me the Numbers,' this book focuses on using visualization for data exploration and analysis, which critical precursor to effective dashboard creation. It teaches practical techniques for making sense of quantitative data through visual means. is valuable for those who need to analyze data before presenting it in a dashboard.
Provides practical guidance on designing tables and graphs to effectively communicate quantitative information. Since dashboards are composed of these elements, mastering table and graph design is essential. It's a highly practical guide for anyone working with data presentation.
Provides real-world examples of how companies are using big data and analytics to achieve success. It showcases Business Intelligence in action across various industries, offering practical insights and inspiration. It's valuable for understanding the practical applications of BI.
While focusing on data science, this book is highly relevant to Business Intelligence as it explains how to use data mining and analytical thinking to solve business problems. It provides a solid foundation in the principles and concepts behind extracting value from data, which core component of BI.
Addresses the importance of having a sound data strategy in the age of big data and IoT. It helps readers understand how to leverage data, analytics, and Business Intelligence to drive profitability and gain a competitive edge.
Predictive analytics is an advanced area within Business Intelligence. explores how predictive analytics works and its applications in various business scenarios. It's suitable for those looking to deepen their understanding of advanced BI techniques.
Tableau widely used BI and data visualization tool. focuses on mastering Tableau for implementing advanced BI techniques, analytics, and even machine learning models. It's a practical guide for those looking to become proficient in using a popular BI platform.
Offers practical guidelines for creating clear and effective information graphics, drawing on the standards of The Wall Street Journal. It's a useful resource for understanding best practices in presenting data visually, which is directly applicable to dashboard design, especially in a business context. It provides a set of clear rules for effective communication.
Makes a compelling business case for embracing big data. It helps readers understand the value and potential of big data, which significant driver for modern Business Intelligence initiatives. It's relevant for understanding the strategic importance of BI in a data-rich world.
Offers a practical introduction to creating effective data visualizations using R. While it has a technical component, the principles of good visualization are broadly applicable to dashboard design, regardless of the tool. It's a good resource for understanding the technical aspects and best practices in data visualization.
Beginner's guide to using Tableau, one of the most popular data visualization tools. It covers the basics of Tableau, as well as how to use Tableau to create a variety of charts and graphs.
Provides a practical, hands-on guide to implementing Business Intelligence solutions using the Microsoft SQL Server platform and Power BI. It covers building data models, creating reports, and utilizing various Microsoft BI tools. It's particularly useful for those working within a Microsoft ecosystem.
Serves as an excellent introduction to Business Intelligence for beginners with no prior experience. It covers basic concepts, vocabulary, and walks readers through the process of identifying business needs and implementing a BI strategy. It's a great starting point for high school and undergraduate students.
This handbook covers best practices in data visualization design, including aspects beyond just the charts themselves, such as typography and color. These elements are vital for creating aesthetically pleasing and effective dashboards. It's a tool-agnostic resource for improving overall visualization quality.
Provides a practical, step-by-step process for developing data visualization literacy. It includes real-world cases and interviews, offering a contemporary view of how data graphics are used professionally. It's suitable for both beginners and experienced designers looking to improve their visualization skills for dashboards.
Data warehousing foundational component of Business Intelligence. provides an accessible introduction to data warehousing concepts for beginners. It's a good prerequisite read for understanding where the data used in BI originates and how it's structured.
Explores the process of turning data into meaningful visualizations. It focuses on understanding the data and the story it can tell, which key aspect of creating dashboards that provide valuable insights. It offers practical tips for creating visualizations that resonate with the audience.
Features case studies and insights from various experts on their approach to creating data visualizations. It provides a broader perspective on the field and can offer inspiration and different methodologies for approaching dashboard design projects. It explores the thought process and design behind real-world projects.
Provides a beginner-friendly guide to data analytics, which is closely related to Business Intelligence. It's a good resource for those new to the field who need to understand the fundamentals of analyzing data before diving deeper into BI concepts and tools.
Offers a practical introduction to data visualization using R and ggplot2. It's suitable for those who want to learn how to create visualizations programmatically, a skill that can be applied to building dashboards, especially in technical environments. It provides a solid foundation in creating informative graphics.
Details the creative process behind 24 unique data visualization projects. It offers insights into the exploration and design phases, which can be valuable for developing a creative approach to dashboard creation, particularly for more complex or unique data sets. It's a good resource for seeing how experts approach challenging visualization problems.
Provides a quick start guide to the Power BI software. It covers topics such as data preparation, data visualization techniques, and best practices. It valuable resource for anyone who wants to learn how to use Power BI to create effective data visualizations.
Aimed at those without formal analytics training, this book provides guidance on taking control of data and using it to answer business questions. This foundational understanding of data analysis is beneficial for anyone tasked with creating dashboards, regardless of their technical background. It helps in building confidence in working with data.
Showcases a wide variety of visually engaging infographics and data visualizations. While not a how-to guide, it's a great source of inspiration for creative ways to present information in a dashboard context. It demonstrates the power of visualization in making complex information accessible and engaging.

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