Tableau Project · Advanced · 4 to 6 hours
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.
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.
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
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.
Your tasks
Work through these in order, the way the engagement would actually run.
- 1Build an attainment measure as SUM(revenue) divided by SUM(quota), and confirm it against the total.
- 2Create a year-over-year Percent Difference table calc, partitioned so year 2 compares to year 1.
- 3Build a region share-of-total using SUM(revenue) over a FIXED grand total so it holds when filtered.
- 4Add a Top-N reps parameter driven by RANK or INDEX, not a hardcoded filter.
- 5Break attainment down by rep and by region to find who sits below quota despite the total.
- 6Assemble a scorecard: KPI tiles, a YoY trend, a region-share view, and the ranked rep table.
- 7Publish to Tableau Public and write 5 sentences for the VP with at least two specific numbers.
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.
Expected output
- A published Tableau Public scorecard with attainment, YoY, and region share.
- An attainment measure built as a ratio of sums, verified against the total.
- A Top-N parameter that updates the ranked rep list interactively.
- A 5-sentence VP read that disaggregates the headline total.
Check your numbers
Your results should match these. If they do not, that is the real learning: find out why.
- Total revenue is about 74.10 million pesos against total quota of about 72.58 million, an attainment of 102.1 percent.
- Year-over-year growth is 12.9 percent (year 1 about 34.80 million, year 2 about 39.30 million).
- NCR is the top region at about 24.91 million pesos, roughly 33.6 percent of total revenue.
- The top rep is E. Lim at about 8.99 million pesos.
- The dataset is 864 rows: 9 reps by 4 categories by 24 months.
Skills check
6 advanced questions on the judgement this project demands, not just its steps. Your score saves to your dashboard, and you can retry for a better one.
Finished it? Put it in your portfolio.
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.