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Tableau Project · Advanced · 4 to 6 hours · VIP

Rep quota and YoY analysis with Tableau LOD

Attainment as a ratio of sums, year-over-year as a table calc, share of total as a FIXED LOD: the three calculations executives ask for and analysts most often get subtly wrong.

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The brief

A personal-care distributor runs nine sales reps across four regions. The VP wants a rep scorecard that answers three things at a glance: are we hitting quota, are we growing year over year, and which region carries the business. Each of those is a calculation with a trap. Attainment is a ratio of sums, not an average of ratios. Year-over-year is a table calculation whose partitioning must run across years. Share of total should hold steady when a user filters to one category, which points to a FIXED LOD, not a plain percent-of-total.

Your role

You are the BI analyst on the commercial team. Deliverable: a published, interactive scorecard plus a 5-sentence read for the VP.

Attainment as SUM(revenue) over SUM(quota), avoiding the average-of-ratios trapYear-over-year with a Percent Difference table calculationShare of total with a FIXED LOD that survives filteringA Top-N parameter driven by rankDisaggregating a healthy total to find weak reps and regionsPublishing to Tableau Public

The dataset

24 months (Jul 2024 to Jun 2026) of revenue and quota for 9 reps across 4 categories

tableau-rep-sales.csv · 864 rows

Columns: month, region, sales_rep, category, revenue, quota

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Setup

  • Install Tableau Public (free) and connect it to tableau-rep-sales.csv.
  • Confirm month reads as a date and revenue and quota as numbers.
  • Note the 24 months split into two comparable years for the YoY calc.

VIP project

The full brief for this Tableau project is for VIP members

The first Tableau project is free for every member. The dataset, the tasks, the answer key, and the graded skills check for this one are part of the VIP tier, along with the other 8 locked projects. 5 projects stay free, one for each tool, so you can try every tool before you decide.

VIP access comes with the bootcamp. Enroll once, and every locked project opens, alongside the live sessions, the replays, and the certificate.

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Work like an AI-powered analyst

The modern analyst uses AI as a thinking partner, not a shortcut that skips the learning. Try these on this project.

  • Ask ChatGPT or Claude why attainment as an average of per-row ratios can disagree with the ratio of sums, and which the VP should see.
  • Describe your YoY table calc's partition and addressing to the AI and have it confirm the comparison runs across years, not within a month.
  • Have the AI review whether your share-of-total should react to filters or stay fixed, given the VP's question.

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This is exactly the kind of output the bootcamp builds with you live, with mentor feedback and an AI badge and certificate of completion at the end.

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