Case Study: Inventory Analysis in Tableau

Enhance your Tableau skills with this case study on inventory analysis. Analyze a dataset, create calculated fields, and create visualizations.

You’ll analyze a dataset from a fictitious company named Acropolis Retail Inc. Many retailers want to investigate possible improvements in inventory management and purchases, but they need some help. Here is where you come to the rescue. But as you will see, in a real-world case, not everything is perfect.


You will start by cleaning and exploring the data to verify everything makes sense. Next, you’ll create calculated fields and ensure there is the appropriate level of detail for analyzing the clean information to obtain focused insights. Finally, you’ll finish by creating attractive, informative visualizations and dashboards.


By the time you’re finished, you’ll be more confident performing an inventory analysis using Tableau.

• Exploratory Analysis
• In this first chapter, you will prepare and explore your new dataset in Tableau to set things up for your inventory analysis. Of course, as with a real-world dataset, things might not be perfect, so you should keep your eyes open to check your data is in order and that all required variables for analysis are readily available.
• Inventory Analysis
• Here, you will continue developing more interesting metrics and methods for inventory analysis in Tableau, such as inventory turnover and ABC analysis, to help you investigate which items are best for Acropolis Retail Inc.
• Reporting Inventory Analytics
• In the final chapter, it's time to start creating dashboards to share information with suitable applications on management practices, such as assisting in purchase decisions to improve stock management efficiently.