Sales Insights - Report
Aim: Connect to the previously built architecture to provide online reporting on sales performance and individual seller performance.
Create Users
First a Tableau User had to be created within the database with credentials that could be used to connect via Tableau. As seen in the code, it is possible to alter the role of the user and also limit their visibility. This is helpful in this use case as they should only be able to have access to the Gold Schema data.
Connect and Model
Using the user credentials created, the user can connect to the database and build the model within tableau as required. The first image shows how the database has been modelled within SQL and the second shows how this is represented in the Tableau data model. Technically, there is very little difference between them. Both similar to a snowflake structure, just differing in the visualisation.
Database Model
Tableau Data Model
Annual Overview
The first of the two dashboards developed was aimed to provide an overview of performance for the e-commerce store in a year-to-date view. Having only 2018 & 2017 data, 2018 was treated as the current year with 2017 being the year previous. At the top, there are three important KPIs shown with a year-to-date percentage comparison with the year overview just below. Under these are three larger visuals providing more details on monthly revenue and product performance.
A live visual is not available for mobile devices, please visit here to view.
Seller Details
The second is designed to provide details on each of the sellers using the e-commerce website. Users are able to select each seller, anonymised for this example, and the dashboard with update to show their relevant information. Including where they're selling, how they perform on delivery and customer acquisition as well as the product types sold.
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(Users on computers - click on a Seller ID in the table to update the report for different Sellers information)
Outcome:
Using the database built in the previous project, a Tableau user was created and able to connect and access the designated Gold Schema data. The two dashboards built demonstrate the possible ways the data could be used to provide business users helpful insights into e-commerce performance. The combination of the database with the connected dashboard software would allow for automated and always available insights for the company, an invaluable asset for every business.