Why connecting disparate data enables insights in Tableau - Dashboard Impact

Dashboard Mode - Why connecting disparate data enables insights

Business Question

How can combining sales and customer support data help us understand customer satisfaction and sales performance together?

Sample Data

Customer ID	Customer Name	Region	Sales Amount	Support Tickets	Support Satisfaction Score
101	Alpha Corp	North	5000	2	4.5
102	Beta LLC	South	7000	5	3.8
103	Gamma Inc	East	3000	1	4.9
104	Delta Co	West	4500	3	4.0
105	Epsilon Ltd	North	6000	4	3.5

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales Amount])
  Result: 5000 + 7000 + 3000 + 4500 + 6000 = 25500
• KPI Card: Average Support Satisfaction
  Formula: AVG([Support Satisfaction Score])
  Result: (4.5 + 3.8 + 4.9 + 4.0 + 3.5) / 5 = 4.14
• Bar Chart: Sales by Region
  Formula: SUM([Sales Amount]) grouped by [Region]
  Results:
  • North: 5000 + 6000 = 11000
  • South: 7000
  • East: 3000
  • West: 4500
• Scatter Plot: Support Tickets vs Sales Amount
  Each point is a customer showing number of support tickets on X-axis and sales amount on Y-axis.
  Shows relationship between support needs and sales.
• Table: Customer Details
  Shows Customer ID, Name, Region, Sales, Tickets, Satisfaction Score for detailed view.

Dashboard Layout

+----------------------+-----------------------+
|   Total Sales KPI     | Avg Support Satisfaction|
+----------------------+-----------------------+
|                      Bar Chart: Sales by Region          |
|                                                        |
+--------------------------------------------------------+
| Scatter Plot: Support Tickets vs Sales Amount           |
|                                                        |
+--------------------------------------------------------+
| Customer Details Table                                   |
+--------------------------------------------------------+

Interactivity

Filter by Region: Selecting a region updates all components to show data only for that region. For example, choosing 'North' filters sales, satisfaction, charts, and table to North region customers.

Hover on scatter plot points shows customer name and details.

Self Check

If you add a filter for Region = 'South', which components update?

• Total Sales KPI shows 7000
• Average Support Satisfaction shows 3.8
• Bar Chart highlights South region bar
• Scatter Plot shows only Beta LLC point
• Customer Details Table shows only Beta LLC row

Key Result

Dashboard combining sales and support data to reveal customer satisfaction and sales insights by region.