Task: Data Visualization for CEO & CMO
Step 1: Data Cleanup
Before creating any visuals, clean the dataset by:
1. Removing negative quantities (as these indicate returns and should be excluded from the
analysis).
2. Filtering out unit prices below $0 (as these were input in error).
You can achieve this in Power BI or Tableau using:
- Conditional filtering in Power Query (Power BI) or Data Prep (Tableau).
- A calculated column to exclude invalid records.
Step 2: Creating the Visuals
Now, create the required visuals using Power BI or Tableau:
Visual 1: Time Series of Revenue (CEO)
- Data to Use: Transactions from 2011 only.
- Breakdown: Monthly revenue trend.
- Chart Type: Line chart showing monthly revenue.
- Insight: Identify seasonal peaks and trends in revenue.
Visual 2: Top 10 Countries by Revenue (CMO)
- Data to Use: Revenue and quantity sold per country.
- Filter: Exclude the United Kingdom.
- Chart Type: Bar chart with revenue and quantity as dual-axis.
- Insight: Identify which countries are the most profitable.
Visual 3: Top 10 Customers by Revenue (CMO)
- Data to Use: Customer revenue data.
- Chart Type: Sorted bar chart (highest revenue at the start, decreasing order).
- Insight: Identify high-value customers for targeted marketing.
Visual 4: Demand by Country (CEO)
- Data to Use: Total quantity sold per country.
- Filter: Exclude United Kingdom.
- Chart Type: Heatmap or world map (so CEO can see all regions in one view).
- Insight: Identify areas with high demand for future expansion.
Step 3: Save and Upload
- For Power BI Users: Save as .pbix.
- For Tableau Users: Save as .twbx.
Once done, upload your completed file. Let me know if you need guidance on implementing these
steps!
