We were analyzing the Sales performance of all product subcategories for the years 2024 and 2025. We wanted to compare the current year’s sales performance with the previous year to identify which subcategories were showing growth and which ones were behind compared to last year. To visualize this data, I created a Bullet Chart in … Read more >>>
Recently, we were analysing the order timeline of product shipment. We wanted to know how long it took for orders to be shipped after they were placed in different shipping modes. As a solution for this, we used the Gantt bar chart, in which we can show the duration of hours between the order and … Read more >>>
When I was working as a data analyst for an office supply company, I got a request to create a data visualization for product sales. The sales team wanted to know how each product sub-category was contributing to our overall sales. The data should display in order, starting from the least selling products to the … Read more >>>
Our company used the Salesforce flow to automate the process of assigning account priority to account holders based on the annual revenue of each account. Now, we need a similar flow for the candidate selection process for job interviews, with minor changes. For instance, if the job application is for the Salesforce Developer position, then … Read more >>>
Recently, we were analyzing the sales performance of our products in different regions. For this, we were using metrics (measures) such as Sales, Profit, and Quantity. To compare these measures side by side within each category, we created a stacked bar chart in Tableau using multiple measures. Our dimension was Region, and we used Sales, … Read more >>>
Using Tableau, we were analyzing sales performance for our product in each region. I wanted to compare the sales of different product categories in each region. To visualize this data, I created a stacked bar chart in Tableau that displays the total sales for each region, which are Central, East, South, and West, and stacks … Read more >>>
The sales team in our Salesforce org was analysing the leads’ status. They needed to visualize the data statistics of the lead status that can be used in a presentation. To visualize this data in Tableau, we can use a pie chart. However, we also wanted to display the total number of leads in the … Read more >>>
When we create the approval process on the Salesforce object to send the record for approval, we need to submit it manually by clicking the Submit for Approval button. I need to automate the process of sending a record for approval automatically, without requiring manual action. For that, I have an Approval process for reimbursement, … Read more >>>
In our Salesforce organization, we were working on lead management and needed to visualize data statistics, such as lead status and lead source. The built-in charting features of Salesforce were helpful, but we wanted a more dynamic chart that allowed us to apply multiple filters and visualize data. For this, we used Tableau to create … Read more >>>
In our Salesforce org, we were using the built-in reports and dashboard feature for data visualization. The inbound data visualization tools had limited features, and we were not able to achieve the expected output, so we required a better data visualization tool. Instead of using any other data visualization tool, we decided to use Tableau, … Read more >>>
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