Course
Case Study: Ecommerce Analysis in Tableau
IntermediateSkill Level
Updated 06/2024TableauData Visualization3 hr4 videos27 Exercises2,500 XP2,848Statement of Accomplishment
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Use Your Tableau Skills With a Practical Case Study
First, you’ll analyze the sales dataset and find out which products are frequently bought together and in what quantity. You will then make upsell and cross-sell recommendations by building a market basket analysis.Next, you’ll need to address the fact that shipping costs remain a big expense for online retailers. You’ll work on strategies such as shipping more of the same product to reduce per-unit costs. You will also need to understand where the customers are and what they buy to make recommendations to the management for a new warehouse location.
Analyze The Data and Visualize Your Findings
As you collate your findings, you’ll create calculated fields and various visualizations in Tableau, such as dual-axis graphs, highlight tables, and maps. Finally, you'll use filters and parameters to make your graphs dynamic and combine everything into a story to share your recommendations.Prerequisites
Analyzing Data in Tableau1
Data Exploration
In this first chapter, you’ll build a dataset for sales and expense analysis. You’ll combine multiple files, filter out invalid data, and create metrics for customers and orders. Using a self-join on sales data, learn to create a correlation matrix.
Use the correlation matrix to determine products that are frequently bought together.
2
Ecommerce Analytics
Next, you’ll create metrics for the most profitable products and customers. You’ll standardize location names and build a map of sales by state, before exploring the shipping cost metrics. Finally, you’ll build a what-if analysis to display the impact of shipping higher quantities on shipping costs.
3
Visualize Your Analysis
In the final chapter, you’ll build multiple dashboards and present them as a coherent story. You’ll display the product and customer attributes that will result in the highest ROI for the upsell/cross-sell campaign. To round off, you’ll recommend specific actions to reduce shipping expenses.
Case Study: Ecommerce Analysis in Tableau
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FAQs
What business problem does this Tableau case study address?
You analyze sales and shipping data for a fictitious online pet supply company called Munchys to make upsell, cross-sell, and warehouse location recommendations.
What is the market basket analysis used for in this course?
You build a market basket analysis using a self-join on sales data and a correlation matrix to identify products frequently bought together, enabling cross-sell and upsell recommendations.
What types of Tableau visualizations will I create?
You build dual-axis graphs, highlight tables, maps of sales by state, what-if analyses with parameters, and combine everything into a multi-dashboard story for stakeholders.
Does this course cover shipping cost optimization?
Yes. You explore shipping cost metrics and build a what-if analysis to show how shipping higher quantities per order can reduce per-unit shipping costs for the business.
What prior Tableau experience do I need?
You need introductory Tableau skills and experience with data analysis in Tableau. The course is beginner level and builds on foundational Tableau concepts.
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