How To Create A Sales Forecast In Tableau

Offered By
In this Guided Project, you will:

Learn how to create an account on Tableau.

Understand the math behind forecasting data.

Learn how to include forecast data in presentations.

2 hours
Intermediate
No download needed
Split-screen video
English
Desktop only

In this project, learners will harness the data visualization power of Tableau to create a sales forecast. This will help every sales and marketing professional to guide teams and investments to reach the ultimate goal. Learning how to do this will make presentations more dynamic and prescriptive in nature. Learners will also get a gentle introduction to the Machine Learning principles used to create these forecasts. This project is designed for sales and marketing leaders who will make consequential decisions based on projections. A background in statistics and or digital marketing is helpful but not required for this project.

Skills you will develop

  • Business Analytics

  • Market Analysis

  • Forecasting

  • Sales Presentation

  • Business Intelligence

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Get Started With Tableau

  2. Understand The Math

  3. Load The Data

  4. Practice Activity - Sales Forecast

  5. Create A Forecast

  6. Present the Results

  7. Capstone Activity - Sales Forecast

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Frequently Asked Questions

By purchasing a Guided Project, you'll get everything you need to complete the Guided Project including access to a cloud desktop workspace through your web browser that contains the files and software you need to get started, plus step-by-step video instruction from a subject matter expert.

Because your workspace contains a cloud desktop that is sized for a laptop or desktop computer, Guided Projects are not available on your mobile device.

Guided Project instructors are subject matter experts who have experience in the skill, tool or domain of their project and are passionate about sharing their knowledge to impact millions of learners around the world.

You can download and keep any of your created files from the Guided Project. To do so, you can use the “File Browser” feature while you are accessing your cloud desktop.

Guided Projects are not eligible for refunds. See our full refund policy.

Financial aid is not available for Guided Projects.

Auditing is not available for Guided Projects.

At the top of the page, you can press on the experience level for this Guided Project to view any knowledge prerequisites. For every level of Guided Project, your instructor will walk you through step-by-step.

Yes, everything you need to complete your Guided Project will be available in a cloud desktop that is available in your browser.

You'll learn by doing through completing tasks in a split-screen environment directly in your browser. On the left side of the screen, you'll complete the task in your workspace. On the right side of the screen, you'll watch an instructor walk you through the project, step-by-step.