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? Advanced Visualization Assignment

The document outlines the steps to create an Executive Business Dashboard using the Global Superstore 2016 dataset, focusing on key performance indicators (KPIs), comparisons, trend analysis, geographical distribution, customer insights, and advanced visuals. It provides detailed instructions for various visualizations such as cards for total sales and profit, bar charts for sales by region, line charts for sales trends, and maps for geographical data. The final dashboard structure is designed to present KPIs at the top, trends and comparisons in the middle, and customer insights and maps at the bottom, with filters on the side.

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0% found this document useful (0 votes)
7 views10 pages

? Advanced Visualization Assignment

The document outlines the steps to create an Executive Business Dashboard using the Global Superstore 2016 dataset, focusing on key performance indicators (KPIs), comparisons, trend analysis, geographical distribution, customer insights, and advanced visuals. It provides detailed instructions for various visualizations such as cards for total sales and profit, bar charts for sales by region, line charts for sales trends, and maps for geographical data. The final dashboard structure is designed to present KPIs at the top, trends and comparisons in the middle, and customer insights and maps at the bottom, with filters on the side.

Uploaded by

ysaisandeepreddy
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

📊 Advanced Visualization Assignment

Dataset: Global Superstore 2016​


Goal: Build a complete Executive Business Dashboard

🧩 SECTION 1: KPI & SUMMARY


VISUALS

🔹 1. Total Sales (Card)


Steps:

1.​ Insert Card


2.​ Drag Sales → Values

🎨 Beautification:
●​ Format → Currency (₹)
●​ Increase font size (36+)
●​ Add label: “Total Sales”

🔹 2. Total Profit (Card)


Steps:

●​ Same as above → use Profit

🎨 Beautification:
●​ Conditional color:
○​ Green → Positive
○​ Red → Negative
🔹 3. Total Orders (Card)
Steps:

●​ Drag Order ID → Count

🎨 Beautification:
●​ Use icon (📦 Orders)

🔹 4. Profit Margin (Card)


Formula:
Profit Margin = DIVIDE(SUM(Profit), SUM(Sales))

🎨 Beautification:
●​ Show as %
●​ Add color rules

📈 SECTION 2: COMPARISON VISUALS


🔹 5. Sales by Region (Bar Chart)
Steps:

●​ Axis → Region
●​ Values → Sales

🎨:
●​ Sort descending
●​ Data labels ON
🔹 6. Profit by Region (Bar Chart)
Steps:

●​ Same but use Profit

🎨:
●​ Conditional colors (Red/Green)

🔹 7. Sales by Category (Column Chart)


Steps:

●​ Axis → Category
●​ Values → Sales

🎨:
●​ Use distinct colors

🔹 8. Profit by Sub-Category (Bar Chart)


Steps:

●​ Axis → Sub-Category
●​ Values → Profit

🎨:
●​ Highlight loss-making categories
🔹 9. Sales by Segment (Donut Chart)
Steps:

●​ Legend → Segment
●​ Values → Sales

🎨:
●​ Show %
●​ Use soft colors

🔹 10. Orders by Ship Mode (Column Chart)


Steps:

●​ Axis → Ship Mode


●​ Values → Count of Orders

🎨:
●​ Clean minimal design

📉 SECTION 3: TREND ANALYSIS


🔹 11. Sales Trend (Line Chart)
Steps:

●​ Axis → Order Date (Month/Year)


●​ Values → Sales

🎨:
●​ Smooth line
●​ Add markers
🔹 12. Profit Trend (Line Chart)
Steps:

●​ Same → Profit

🎨:
●​ Add reference line (average)

🔹 13. Year-wise Sales (Area Chart)


Steps:

●​ Axis → Year
●​ Values → Sales

🎨:
●​ Use gradient fill

🔹 14. Monthly Sales Comparison (Clustered Column)


Steps:

●​ Axis → Month
●​ Legend → Year
●​ Values → Sales

🎨:
●​ Use contrasting colors
🌍 SECTION 4: GEOGRAPHICAL &
DISTRIBUTION

🔹 15. Sales by Country (Map)


Steps:

●​ Location → Country
●​ Size → Sales

🎨:
●​ Color saturation based on sales

🔹 16. Profit by State (Filled Map)


Steps:

●​ Location → State
●​ Values → Profit

🎨:
●​ Red → Loss
●​ Green → Profit

🔹 17. Sales Distribution (Histogram)


Steps:

●​ Use Sales → Bin

🎨:
●​ Plot frequency​

●​ Uniform bars
🔹 18. Discount vs Profit (Scatter Plot)
Steps:

●​ X → Discount
●​ Y → Profit
●​ Size → Sales

🎨:
●​ Add trend line
●​ Color by Category

👥 SECTION 5: CUSTOMER &


PRODUCT INSIGHTS

🔹 19. Top 10 Customers (Bar Chart)


Steps:

●​ Axis → Customer Name


●​ Values → Sales
●​ Filter → Top 10

🎨:
●​ Highlight top 3
🔹 20. Top 10 Products (Bar Chart)
Steps:

●​ Axis → Product Name


●​ Values → Sales

🎨:
●​ Rotate labels if needed

🔹 21. Customer Count by Segment (Pie Chart)


Steps:

●​ Legend → Segment
●​ Values → Count(Customer)

🎨:
●​ Clean, minimal

🔹 22. Sales per Customer (Table)


Steps:

●​ Add Customer + Sales

🎨:
●​ Conditional formatting
🧠 SECTION 6: ADVANCED VISUALS
🔹 23. Profit Contribution % (Tree Map)
Steps:

●​ Group → Category
●​ Values → Profit

🎨:
●​ Color by intensity

🔹 24. Running Total Sales (Line Chart)


Formula:
Running Total = CALCULATE(SUM(Sales), FILTER(ALL(Date), Date <= MAX(Date)))

🎨:
●​ Highlight growth trend

🔹 25. Sales vs Target (Gauge Chart)


Steps:

●​ Value → Sales
●​ Target → Set manually

🎨:
●​ Use thresholds (Red/Yellow/Green)
🎛️ FINAL DASHBOARD STRUCTURE
Layout:
TOP → KPI Cards
MIDDLE → Trends + Comparisons
BOTTOM → Customer + Map + Scatter
SIDE → Filters

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