In this first chapter, you will prepare and explore your new dataset in Tableau to set things up for your inventory analysis. Of course, as with a real-world dataset, things might not be perfect, so you should keep your eyes open to check your data is in order and that all required variables for analysis are readily available.

Inventory Analysis with Tableau

Calculating COGS

Preparing the data

Cleaning and exploring the data

Cost of Goods Sold

Revenue and profit

Inventory analysis checkpoint

Exploratory Analysis

Here, you will continue developing more interesting metrics and methods for inventory analysis in Tableau, such as inventory turnover and ABC analysis, to help you investigate which items are best for Acropolis Retail Inc.

Analysis for Inventory Control and Management

Options

Used for ABC Classification

Not used for ABC Classification

Testing ABC

Sales by year

Inventory turnover

Comparing revenue

ABC Analysis

Preliminary results

Reviewing results

Inventory Analysis

In the final chapter, it's time to start creating dashboards to share information with suitable applications on management practices, such as assisting in purchase decisions to improve stock management efficiently.

Reporting analytics

Dashboard objectives

Smart purchasing

Inspecting categories

Country hopping

Dashboarding time

A new story

Item recommendations

Wrap-up

Reporting Inventory Analytics

Workbooks and Datasources

Metadata sheet

You’ll analyze a dataset from a fictitious company named Acropolis Retail Inc. Many retailers want to investigate possible improvements in inventory management and purchases, but they need some help. Here is where you come to the rescue. But as you will see, in a real-world case, not everything is perfect.<br><br>
You will start by cleaning and exploring the data to verify everything makes sense. Next, you’ll create calculated fields and ensure there is the appropriate level of detail for analyzing the clean information to obtain focused insights. Finally, you’ll finish by creating attractive, informative visualizations and dashboards.<br><br>
By the time you’re finished, you’ll be more confident performing an inventory analysis using Tableau.

Looking for a way to challenge what you have learned in Tableau? This case study can help you prepare to tackle real-world problems in the field of inventory analysis.<br><br><h2>Practice Your Tableau Skills With a Case Study</h2>You’ll analyze a dataset from a fictitious company named Acropolis Retail Inc. Many retailers want to investigate possible improvements in inventory management and purchases, but they need some help. Here is where you come to the rescue. But as you will see, in a real-world case, not everything is perfect.<br><br><h2>Clean and Explore Data With Tableau</h2>You will start by cleaning and exploring the data to verify everything makes sense. Next, you’ll create calculated fields and ensure there is the appropriate level of detail for analyzing the clean information to obtain focused insights. Finally, you’ll finish by creating attractive, informative visualizations and dashboards.<br><br>By the time you’re finished, you’ll be more confident performing an inventory analysis using Tableau.


Calculations in Tableau

Enhance your Tableau skills with this case study on inventory analysis. Analyze a dataset, create calculated fields, and create visualizations.

Inventory Analysis in Tableau | Case Study

Case Study: Inventory Analysis in Tableau

Reviewing results

Case Study: Inventory Analysis in Tableau

Hands-on interactive exercise