Ann Jackson

2021 Week 41 | Tableau: How Much Do Top Sub-Categories Contribute to Sales?

Introduction I hope everyone enjoyed Community Month!  I’m excited to be back and to share a fun challenge that highlights using pie charts (puns a plenty today!). This challenge is based on a request from a sales team – they wanted to understand how individual accounts contributed to their overall revenue.  The beauty of this …

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2021 Week 32 | Tableau: Visualize our Survey Data

Introduction We recently wrapped up a Survey for the Workout Wednesday community gauged at understanding what YOU are interested and what areas of opportunity our team may have. During our latest group meeting I was struck with the idea that this was the perfect opportunity to get a twofer – practice visualizing survey data AND …

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2021 Week 28 | Tableau: Can you build an app to visualize wildfires?

Introduction This week’s Workout Wednesday is brought to you by Josh Jackson.  For those who don’t know, Josh is my husband!  He typically prefers to stay in the background, but asked if he could borrow one of my weeks to share this challenge.  Here’s the challenge in his own words: This week is inspired by …

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2021 Week 23 | Tableau: Sales Goal Selection Tool

Introduction This week’s challenge is inspired by a recent situation I encountered.  The dashboard users had two different ways to calculate a goal and wanted the option to change how the calculation works for each category.  Not only that, they wanted to be able to take the mixed calculations and sum them up to get …

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2021 Week 19 | Tableau: Regional Sales Readout

Introduction Recently I’ve been spending more time working with Map Layers, so this week is dedicated to reimagining maps using this feature. You’re tasked with recreating a Regional Readout Report where Sales teams can see the performance of various cities within their Region.  They’ll be able to get more information by hovering over a city. …

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2021 Week 15 | Tableau: Website Analytics

Introduction Lately I’ve been working with Google Analytics data, so I thought I’d pass on a data set to you!  Our data set was created by you the audience – it’s extracted directly from our website analytics. This week’s challenge focuses on a lot of little things coming together – dashboard design, formatting, and reference …

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2021 Week 10 | Tableau: Can you build a must include filter?

Introduction This week’s challenge is pulled directly from a work challenge I encountered recently.  The ask was to build a filtering system that would allow the user to initially filter data and then add a secondary requirement of inclusion. Using the Superstore data set, the functionality we wanted to achieve was: Allow user to filter …

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2021 Week 6 | Tableau: Can you build a Fancy Text Table?

Introduction This month I’ve decided to focus on something you’ve rarely ever seen from me – a good old fashioned text table.  This challenge should be straightforward for users of all levels. And of course since I try to avoid plain text tables, this one has some fancy formatting thrown in for good measure. There …

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2021 Week 2 | Tableau : Can you build a Customer Lifetime Value Matrix?

Introduction This year we’ve made a commitment to start with the basics and build, so this challenge is designed to do just that. This week, you’ll be constructing a Customer Lifetime Value Matrix (CLTV).  This viz is frequently used in marketing and retail industries to understand the value of each customer.  Specifically, the interesting insights …

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2020 Week 53: Can you build with containers?

Introduction Brad Werner is responsible for this week’s Workout Wednesday Challenge.  Here are all the details in Brad’s own words: I have a confession. When I first started using Tableau, I was a strict advocate for #TeamFloating. Yes, I used to float ALL objects on my Tableau dashboards. I would decide on a dashboard layout …

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