Analysing Data and Presenting Your Findings

In this Tableau Academy course we take you through a practical project using Tableau Desktop to quickly and easily explore and analyse data to answer key questions and present your findings and recommendations back to your stakeholders directly in Tableau.

Course Type:
Analysing Data
June 2022
Alan Murray
Course Length:
2h 45m


  • Save time by using workbook templates
  • Use Tableau Stories to present your findings
  • Using Tableau to explore and analyse data
  • Quickly connecting to data in Excel
  • Comparing yearly trends and performance
  • Creating metrics tables to compare products
  • Defining metrics to group products together
  • Identifying products that generate the most revenue
  • Identifying most and least profitable products
  • Investigating reasons for low profit margins
  • Analysing sales growth and discounts
  • Creating scatter charts to compare sales and profit
  • Identifying and dealing with outliers
  • Checking, exploring and sizing your data for analysis



Tableau is very popular for creating reports, dashboards and visualisations, however it's equally (if not more) powerful for quickly and easily exploring and analysing data in order to generate insights.

In this course we take you through a project that's going to analyse your sales and profit data over the past three years and come up with recommendations on which products:

  • Are your core products that generate the majority of your revenue and profit.
  • Are growing fastest or the most profitable and that you should focus on trying to sell more of.
  • Have lower profit margins and why this is.
  • Don't generate enough profit per sale to make it worthwhile having sales teams focus effort on selling.

We'll introduce you to some key techniques and features that allow you to explore and analyse your data and dig into trends and interesting aspects using a variety of charts and analytical techniques.

Having good quality data is also really important so we focus some time on connecting to your data and then performing checks to make sure it's accurate before preparing and sizing the data ready to answer the questions in hand.

Throughout the project you'll use a variety of charts, table calculations and calculated fields to understand your data better, you'll use dual axis bar charts to compare scenarios and scatter charts to compare sales and profit as well as creating groupings of products.

You'll learn how to define metrics which you'll then use to group products into categories and recommend what actions your organisation should take for each as well as demonstrating the impact of some of your recommendations.

Finally, you'll use the Tableau Stories functionality to create a presentation which you can then present back to your stakeholders, directly in Tableau! As a bonus we'll also show you how to save time and be more efficient by utilising templates to create really clean, modern and consistent presentations.



The images below show what you'll build in this project, click any of the images for a closer look.

View the finished solution on Tableau Public


  • Connected to data in an MS Excel file
  • Used a template to save time
  • Created and edited a data hierarchy
  • Used Table Calculations
  • Created a running sum table calculation
  • Added a secondary table calculation
  • Used a percent of total table calculation
  • Grouped dimensions on a chart
  • Used colour to identify categories on a chart
  • Used the custom sort menu
  • Selected and edited fields to be used in a Table Calc
  • Used filters to cycle through data
  • Created a scatter chart
  • Created a Year on Year growth calculation
  • Created a metrics table
  • Used the Tableau status bar
  • Aligned labels to the top of a bar chart
  • Renamed groups
  • Used shorthand calculations
  • Used boolean (true/false) calculation
  • Used the unlimited undo button
  • Calculated profit margins
  • Changed the shape and size of marks
  • Used size to represent data on a scatter chart
  • Formatted a scatter chart to make it more readable
  • Added average lines to multiple axis on a chart
  • Filtered out outliers on a chart
  • Used the YEAR date function in a calculation
  • Dealt with aggregations in a calculation
  • Highlighted and grouped dimensions on a chart
  • Used the edit groupings menu
  • Edited a calculated field
  • Used the fill entire view button on a worksheet
  • Customised chart label layouts and formatting
  • Used the average aggregation
  • Duplicated a sheet as a cross tab
  • Created dual axis bar charts to compare measures
  • Formatted a cross tabs font and borders
  • Added additional measures to a cross tab
  • Added an item to a group using the edit group menu
  • Created calculations to position items on a chart
  • Created a pie chart to compare part to whole
  • Used blanks on a dashboard to hide elements
  • Used text objects to customise dashboard labels
  • Added colour to a cross tab
  • Edited measure aliases
  • Used the Story feature in Tableau Desktop
  • Created a new Tableau story
  • Set story layouts and formatting
  • Added pages and charts to a story
  • Used the full screen presentation mode
  • Presented your findings directly within Tableau