The document provides steps to create a bullet chart in Tableau to compare actual sales to sales targets:
1) Open a sample superstore file and sales target file in Tableau.
2) Drag fields like orders, category, segment, and dates into rows, columns, and filters to visualize the data.
3) Create a calculated field to flag sales as above or below target.
4) Drag fields and the calculated field to a bullet chart and use filters and formatting to analyze performance versus targets.
The document provides steps to create a bullet chart in Tableau to compare actual sales to sales targets:
1) Open a sample superstore file and sales target file in Tableau.
2) Drag fields like orders, category, segment, and dates into rows, columns, and filters to visualize the data.
3) Create a calculated field to flag sales as above or below target.
4) Drag fields and the calculated field to a bullet chart and use filters and formatting to analyze performance versus targets.
The document provides steps to create a bullet chart in Tableau to compare actual sales to sales targets:
1) Open a sample superstore file and sales target file in Tableau.
2) Drag fields like orders, category, segment, and dates into rows, columns, and filters to visualize the data.
3) Create a calculated field to flag sales as above or below target.
4) Drag fields and the calculated field to a bullet chart and use filters and formatting to analyze performance versus targets.
2. Then go to add second file of “Sales Target” go to Data -> New data source. 3. In datasource drag the Orders 4. Go to new sheet click on “Sample superstore” then drag the Category into Rows and Segment into Columns. Order date into rows to get months click on the drop down of order date and select “Month” months will be displayed. 5. Click on “Sales Target” chain symbol will appear besides “Category”, “Segement” and “Order date” click on the chain symbol for data blending. 6. Click on “Sample superstore” then drag “sales” 7. Click on “Sales target” then drag “sales target” 8. Click on Bullet chart to create the chart. 9. To apply filter on years drag order date into filter and select years. To display filter in card section right click on the Year in the filter and click on show filter. 10. Create calculated field to analyze the sales which are above target and below target as Analysis->Create calculated field.
IF SUM([Sales]) > SUM([Sales Target (Sales_Target)].[Sales Target (Sales Target)])
THEN "Above Target" ELSE "Below target" END 11. After creating calculated field drag into the color in the card section. You can edit colors by cliccking on colors->edit colors