1. A coffee data dashboard
The goal of this video is to create a comprehensive dashboard that helps me analyze coffee sales across our company. Based on the queries I’ve developed so far, I now have a clearer understanding of the insights my management team is looking for. My task is to build a dashboard that provides an overview of sales performance for our retail locations.
Moving to the Canvas section, I’ll start building the dashboard. First, I’ll add a text box to create a title that clearly defines the purpose of the dashboard. Then, I’ll recreate the bar chart that visualizes sales by inventory levels for each product group, giving a clear snapshot of performance across product categories.
To expand on this, I’ll add more visualizations. Next, I’ll create a donut chart that displays total revenue by store ID, which will help identify our top-performing locations. Additionally, I’ll include a table that displays key columns from the sales table, such as revenue, date, and store ID, providing granular details for users who want to dive deeper into the data.
To make the dashboard more interactive, I’ll add filter widgets, enabling management to explore the data dynamically. I’ll use two filters: one for inventory status and another for product hierarchy. The first filter will be a dropdown, allowing users to select a specific inventory category like Low Stock or High Stock. The second filter will be a free text field where users can input specific product hierarchy codes based on their industry knowledge.
When presenting this dashboard to end users, I’d begin by walking through each visualization and explaining what it shows. Then, I’d demonstrate the filters in action. For example, the dropdown filter allows users to select a specific inventory level, while the text filter lets them focus on particular product categories.
Once the dashboard is complete, I’ll publish it to create a finalized, read-only version that can be shared directly with the executive team.
To enhance the dashboard further, I’ll add a parameter to the SQL query that defines the dataset. This parameter will give users the ability to filter data by a specific month. I’ll configure it as a numeric input field, allowing users to enter a month and view data specific to that time period.
In the next exercises, you’ll practice building similar dashboards and applying these techniques to your own datasets.
2. Let's practice!