Case Study: Ecommerce Analysis in Tableau

Overview

In ecommerce, increasing sales and reducing expenses are top priorities. In this case study, you'll investigate data from an online pet supply company.

Are you ready to apply your Tableau skills to solve practical business problems? For ecommerce businesses, increasing sales and reducing expenses are top priorities. In this Tableau case study, you'll investigate a dataset from a fictitious online pet supply company called Munchy's.
You analyze the sales dataset and find out which products are frequently bought together and in what quantity. You will then make upsell and cross-sell recommendations by building a market basket analysis. Shipping costs remain a big expense for online retailers. You will consider strategies such as shipping more of the same product to reduce per-unit costs. You will understand where the customers are and what they buy, and you will make recommendations to the management for a new warehouse location.
You'll answer these questions by creating calculated fields and various visualizations in Tableau, such as dual-axis graphs, highlight tables, and maps. You'll use filters and parameters to make your graphs dynamic, and then combine everything into a story to share your findings.

Syllabus

Data Exploration

In this first chapter, you’ll build a dataset for sales and expense analysis. You’ll combine multiple files, filter out invalid data, and create metrics for customers and orders. Using a self-join on sales data, learn to create a correlation matrix.
Use the correlation matrix to determine products that are frequently bought together.

Ecommerce Analytics

Next, you’ll create metrics for the most profitable products and customers. You’ll standardize location names and build a map of sales by state, before exploring the shipping cost metrics. Finally, you’ll build a what-if analysis to display the impact of shipping higher quantities on shipping costs.

Visualize Your Analysis

In the final chapter, you’ll build multiple dashboards and present them as a coherent story. You’ll display the product and customer attributes that will result in the highest ROI for the upsell/cross-sell campaign. To round off, you’ll recommend specific actions to reduce shipping expenses.