Factual Soft

Tableau Workbook Name: Superstore.twbx
Background:
An awesome sample output documentation from RapidDox
Requested by:

Your Product Owner

Requested date:

2022-01-01

Developed by:

Your Tableau Dashboard Developer

Completed date:

2022-01-01

Audience:
Summary Stats
Counts
Dashboards #6
Worksheets #23
Data Source #5
Data Source Filters #0
Custom Sql #0
Fields #37
Calculated Fields #21
Groups #0
Hierarchies #2
Parameters #6
Sets #0
Data Source
Data Source alias
Data Source type
Source
Joins
Sales Target (US)Liveexcel-directNone
Sales CommissionLivemysqlNone
sales_commision_1 (rapiddox_documentation)LivemysqlNone
Sample - SuperstoreLiveexcel-direct[Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)]
sales_target_rapiddox (postgres)LivepostgresNone
List of Dashboards & Worksheets Used
Dashboard Name
Worksheet Name
Commission Model QuotaAttainment
Commission Model CommissionProjection
Commission Model Sales
Commission Model OTE
Customers CustomerScatter
Customers CustomerRank
Customers CustomerOverview
Order Details Product Detail Sheet
Overview Total Sales
Overview Sale Map
Overview Sales by Segment
Overview Sales by Product
Product ProductView
Product ProductDetails
Shipping ShipSummary
Shipping ShippingTrend
Shipping DaystoShip
N/A Forecast
N/A Performance
N/A Sales Commision1
N/A Sheet 23
N/A Tooltip: Profit Ratio by City
N/A What If Forecast
Tables and Fields
Data Source
Source Database
Table Name
Field Name
Remote Field
Data Type
Used
Folder
Dimension/ Measure
Hidden
Sales Target (US) excel-direct Sheet1 Category Category string Yes Measure No
Sales Target (US) excel-direct Sheet1 Order Date Order Date date Yes dimension No
Sales Target (US) excel-direct Sheet1 Segment Segment string Yes Measure No
Sales Target (US) excel-direct Sheet1 Sales Target Sales Target integer Yes Measure No
sales_commision_1 (rapiddox_documentation) mysql sales_commision_1 Order Date OrderDate datetime No Dimension No
sales_commision_1 (rapiddox_documentation) mysql sales_commision_1 Region1 Region string Yes Measure No
sales_commision_1 (rapiddox_documentation) mysql sales_commision_1 Sales Person SalesPerson string Yes Measure No
sales_commision_1 (rapiddox_documentation) mysql sales_commision_1 Sales Sales integer Yes Measure No
Sample - Superstore excel-direct Orders Row ID Row ID integer No Measure No
Sample - Superstore excel-direct Orders Order ID Order ID string Yes Measure No
Sample - Superstore excel-direct Orders Order Date Order Date date Yes dimension No
Sample - Superstore excel-direct Orders Ship Date Ship Date date Yes dimension No
Sample - Superstore excel-direct Orders Ship Mode Ship Mode string Yes Measure No
Sample - Superstore excel-direct Orders Customer ID Customer ID string No Measure No
Sample - Superstore excel-direct Orders Customer Name Customer Name string Yes Measure No
Sample - Superstore excel-direct Orders Segment Segment string Yes Measure No
Sample - Superstore excel-direct Orders Country/Region Country/Region string No Measure No
Sample - Superstore excel-direct Orders City City string Yes Measure No
Sample - Superstore excel-direct Orders State State string Yes Measure No
Sample - Superstore excel-direct Orders Postal Code Postal Code integer Yes Measure No
Sample - Superstore excel-direct Orders Region Region string Yes Measure No
Sample - Superstore excel-direct Orders Product ID Product ID string No Measure No
Sample - Superstore excel-direct Orders Category Category string Yes Measure No
Sample - Superstore excel-direct Orders Sub-Category Sub-Category string Yes Measure No
Sample - Superstore excel-direct Orders Product Name Product Name string Yes Measure No
Sample - Superstore excel-direct Orders Sales Sales real Yes Measure No
Sample - Superstore excel-direct Orders Quantity Quantity integer Yes Measure No
Sample - Superstore excel-direct Orders Discount Discount real Yes Measure No
Sample - Superstore excel-direct Orders Profit Profit real Yes Measure No
Sample - Superstore excel-direct People Regional Manager Regional Manager string No Measure No
Sample - Superstore excel-direct People Region Region string Yes Measure No
Sample - Superstore excel-direct Returns Returned Returned string No Measure No
Sample - Superstore excel-direct Returns Order ID Order ID string Yes Measure No
sales_target_rapiddox (postgres) postgres sales_target_rapiddox Category Category string Yes Measure No
sales_target_rapiddox (postgres) postgres sales_target_rapiddox Order Date OrderDate date No dimension No
sales_target_rapiddox (postgres) postgres sales_target_rapiddox Segment Segment string Yes Measure No
sales_target_rapiddox (postgres) postgres sales_target_rapiddox Sales Target SalesTarget real No Measure No
Calculated Fields
Calculated Field Name
Tableau Field Name
Data Source Name
Formula
Used?
Achievement (estimated) Achievement (copy) Sales Commission [Sales] Yes
Achieved Quota Achievement (variable) (copy) Sales Commission if SUM([Achievement (estimated)]) >= [New Quota] then "100% +" elseif SUM([Achievement (estimated)]) >= 0.75 * [Parameters].[New Quota] then "75-100%" elseif SUM([Achievement (estimated)]) >= 0.5 * [Parameters].[New Quota] then "50-75%" else "Below 50%" end Yes
Base (Variable) Base (Variable) Sales Commission [Base Salary] No
% of quota achieved Calculation_0440925131659539 Sales Commission AVG([Achievement (estimated)])/[New Quota] Yes
Rank over 3 Calculation_4120925132203686 Sales Commission ROUND(INDEX() / 3 - 0.6,0) + 1 Yes
Sort by field Calculation_8140925133029303 Sales Commission if [Sort by]="Names" then 0 elseif [Parameters].[Sort by]="% quota descending" then -[% of quota achieved] else [% of quota achieved] end Yes
Commission (Variable) Commission (Variable) Sales Commission ([Commission Rate]*[Sales])/100 No
Estimate Compensation label Estimate Compensation label Sales Commission "Estimated Compensation:" No
OTE (Variable) OTE (Variable) Sales Commission [Base Salary] + ([Parameters].[Commission Rate]*[Parameters].[New Quota])/100 No
Total Compensation Total Compensation Sales Commission MIN([Base (Variable)]) + SUM([Commission (Variable)]) No
Total Sales label Total Sales label Sales Commission "Total Sales:" No
Days to Ship Actual Calculation_0831103151444568 Sample - Superstore DATEDIFF('day',[Order Date],[Ship Date]) Yes
Sales Forecast Calculation_5421109230915137 Sample - Superstore [Sales]*(1-[Churn Rate])*(1+[Parameters].[New Business Growth]) Yes
Ship Status Calculation_6401103171259723 Sample - Superstore if [Days to Ship Actual]> [Days to Ship Scheduled] then "Shipped Late" elseIF [Days to Ship Actual]= [Days to Ship Scheduled] then "Shipped On Time" Else "Shipped Early" end Yes
Days to Ship Scheduled Calculation_6861103170623145 Sample - Superstore CASE [Ship Mode] WHEN "Same Day" THEN 0 WHEN "First Class" THEN 1 WHEN "Second Class" THEN 3 WHEN "Standard Class" THEN 6 END Yes
Order Profitable? Calculation_9060122104947471 Sample - Superstore {fixed [Order ID]:sum([Profit])}>0 // calculates the profit at the order level Yes
Sales per Customer Calculation_9321103144526191 Sample - Superstore Sum([Sales])/countD([Customer Name]) Yes
Profit Ratio Calculation_9921103144103743 Sample - Superstore sum([Profit])/sum([Sales]) Yes
Sales above Target? Calculation_9951107165644870 Sample - Superstore If Sum([Sales])>SUM([federated.0hgpf0j1fdpvv316shikk0mmdlec].[Sales Target]) then "Above Target" else "Below Target" end Yes
Units estimate Sales est (copy) Sample - Superstore ROUND([Quantity]*(1-[Churn Rate])*(1+[Parameters].[New Business Growth]),0) Yes
Profit per Order Sales per Customer (copy) Sample - Superstore Sum([Profit])/countD([Order ID]) Yes
Hierarchies
Hierarchy Name
Fields
Data Source Name
Used?
Location Country/Region, Region, State, City, Postal Code Sample - Superstore No
Product Category, Sub-Category, Product Name Sample - Superstore Yes
Parameters
Parameter Name
Data Type
Allowable Value Type
Current Value
Values
Used?
Base Salary Integer Range 50000 Min: 0, Max: undefined, Step size: 1000 Yes
Commission Rate Float Range 18.399999999999999 Min: 1.0, Max: 100.0, Step size: 0.10000000000000001 Yes
New Quota Integer Range 500000 Min: 100000, Max: undefined, Step size: 25000 Yes
Sort by String List "Names" "\% quota ascending", "\% quota descending", "Names" Yes
New Business Growth Float Range 0.59999999999999998 Min: 0.0, Max: 1.0, Step size: 0.01 Yes
Churn Rate Float Range 0.064000000000000001 Min: 0.0, Max: 0.25, Step size: 0.001 Yes
Map

Unused Objects in Workbook

Unused Fields
Data Source Alias
Field Name
sales_commision_1 (rapiddox_documentation) Order Date
Sample - Superstore Row ID
Sample - Superstore Customer ID
Sample - Superstore Country/Region
Sample - Superstore Product ID
Sample - Superstore Regional Manager
Sample - Superstore Returned
sales_target_rapiddox (postgres) Order Date
sales_target_rapiddox (postgres) Sales Target
Unused Worksheets
  • Forecast
  • Performance
  • Sales Commision1
  • Sheet 23
  • What If Forecast
Unused Calculations
  • Base (Variable)
  • Commission (Variable)
  • Estimate Compensation label
  • OTE (Variable)
  • Total Compensation
  • Total Sales label

Dashboards

Dashboard Name: Commission Model
Commission Model Summary Stats
Counts
Worksheets4
Parameters0
Quick Filters0
Actions1
Below Worksheets were used in "Commission Model" Dashboard
  • QuotaAttainment
  • CommissionProjection
  • Sales
  • OTE
Actions
Action Name
Source Sheet
Target Sheet
Run Action On
Target Filter(s)
Highlight 3 (generated) 1QuotaAttainment, CommissionProjection, Sales, OTEQuotaAttainment, CommissionProjectionon-selectSelected (Sales Person)
Dashboard Name: Customers
Customers Summary Stats
Counts
Worksheets3
Parameters0
Quick Filters0
Actions3
Below Worksheets were used in "Customers" Dashboard
  • CustomerScatter
  • CustomerRank
  • CustomerOverview
Actions
Action Name
Source Sheet
Target Sheet
Run Action On
Target Filter(s)
Highlight Customer Name (Hover) 1CustomerScatter, CustomerRankCustomerScatter, CustomerRankon-hoverSelected (Customer Name)
Filter Region 1CustomerOverviewCustomerScatter, CustomerRankon-selectSelected (Region)
Highlight 1 (generated) 1CustomerScatter, CustomerRankCustomerScatter, CustomerRankon-selectall
Dashboard Name: Order Details
Order Details Summary Stats
Counts
Worksheets1
Parameters0
Quick Filters0
Actions0
Below Worksheets were used in "Order Details" Dashboard
  • Product Detail Sheet
Dashboard Name: Overview
Overview Summary Stats
Counts
Worksheets4
Parameters0
Quick Filters0
Actions3
Below Worksheets were used in "Overview" Dashboard
  • Total Sales
  • Sale Map
  • Sales by Segment
  • Sales by Product
Actions
Action Name
Source Sheet
Target Sheet
Run Action On
Target Filter(s)
State Filter 1Sale MapTotal Sales, Sales by Segment, Sales by Producton-selectSelected (State)
State Highlight (map) 1Total Sales, Sale MapTotal Sales, Sale Mapon-selectSelected (State)
Month Highlight 1Total Sales, Sales by Segment, Sales by ProductTotal Sales, Sales by Segment, Sales by Producton-selectSelected (MONTH(Order Date),Order Profitable?)
Dashboard Name: Product
Product Summary Stats
Counts
Worksheets2
Parameters0
Quick Filters0
Actions1
Below Worksheets were used in "Product" Dashboard
  • ProductView
  • ProductDetails
Actions
Action Name
Source Sheet
Target Sheet
Run Action On
Target Filter(s)
Filter Product Sales 1ProductViewProductView, ProductDetailson-selectAll
Dashboard Name: Shipping
Shipping Summary Stats
Counts
Worksheets3
Parameters0
Quick Filters0
Actions2
Below Worksheets were used in "Shipping" Dashboard
  • ShipSummary
  • ShippingTrend
  • DaystoShip
Actions
Action Name
Source Sheet
Target Sheet
Run Action On
Target Filter(s)
Filter Details 1ShippingTrendShippingTrend, DaystoShipon-selectAll
Filter 1 (generated) 1ShipSummaryShipSummary, ShippingTrend, DaystoShipon-selectAll

Worksheets

Worksheet Name: CommissionProjection
Worksheet was used in the following Dashboards
  • Commission Model
Data Sources
Data Source alias
Data Source type
Source
Joins
Sales CommissionLivemysqlNone
Filters
Field Name
Field selection
Field Wildcard
Field Condition
Field Limit
Context Filter
Measure Names: Sum(Commission )Selected from listAllNoneNoneNo
Measure Names: Min(Base )Selected from listAllNoneNoneNo
Marks

Mark Class: Automatic

Object(s) Used
Mark Type
Measure Names: Sum(Commission (Variable))Color
Measure Names: Min(Base (Variable))Color
Sum(Achievement (copy))Detail
Total CompensationDetail
Max(OTE (Variable))Detail
Total CompensationDetail
Achievement Detail
Calculated Fields Used
Field Name
Formula
Achievement (estimated)[Sales]
Achieved Quotaif SUM([Achievement (copy)]) >= [New Quota] then "100% +" elseif SUM([Achievement (copy)]) >= 0.75 * [Parameters].[New Quota] then "75-100%" elseif SUM([Achievement (copy)]) >= 0.5 * [Parameters].[New Quota] then "50-75%" else "Below 50%" end
% of quota achievedAVG([Achievement (copy)])/[New Quota]
Rank over 3ROUND(INDEX() / 3 - 0.6,0) + 1
Sort by fieldif [Parameter 1 1]="Names" then 0 elseif [Parameters].[Parameter 1 1]="% quota descending" then -[% of quota achieved] else [% of quota achieved] end
Columns & Rows in Worksheet
Field Name Column/Row
(Rank over 3)Rows
Sales PersonRows
Measure ValuesColumns
Worksheet Name: CustomerOverview
Worksheet was used in the following Dashboards
  • Customers
Data Sources
Data Source alias
Data Source type
Source
Joins
Sample - SuperstoreLiveexcel-direct[Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join
Filters
Field Name
Field selection
Field Wildcard
Field Condition
Field Limit
Context Filter
Measure Names: CountD(Customer Name)Selected from listAllNoneNoneNo
Measure Names: Sum(Sales)Selected from listAllNoneNoneNo
Measure Names: Sum(Quantity)Selected from listAllNoneNoneNo
Measure Names: (Sales per Customer)Selected from listAllNoneNoneNo
Measure Names: Sum(Profit)Selected from listAllNoneNoneNo
Measure Names: (Profit Ratio)Selected from listAllNoneNoneNo
none:Category:nkUse allAllNoneNoneNo
none:Order Date:qkIn-RangeAllNonemax[#2021-12-30#], min[#2018-01-03#]No
none:Region:nkUse allAllNoneNoneNo
none:Segment:nkUse allAllNoneNoneNo
qr:Order Date:okSelected from listAllNoneNoneNo
yr:Order Date:okUse allAllNoneNoneNo
Actions
Action Name
Source Sheet
Target Sheet
Run Action On
Target Filter
Filter Region 1CustomerOverviewCustomerScatter, CustomerRankon-selectSelected (Region)
Marks

Mark Class: Automatic

Object(s) Used
Mark Type
CountD(Customer Name)Detail
Sum(Sales)Detail
Sum(Quantity)Detail
Sales per CustomerDetail
Sum(Profit)Detail
Profit RatioDetail
Calculated Fields Used
Field Name
Formula
Days to Ship ActualDATEDIFF('day',[Order Date],[Ship Date])
Days to Ship ScheduledCASE [Ship Mode] WHEN "Same Day" THEN 0 WHEN "First Class" THEN 1 WHEN "Second Class" THEN 3 WHEN "Standard Class" THEN 6 END
Sales per CustomerSum([Sales])/countD([Customer Name])
Profit Ratiosum([Profit])/sum([Sales])
Columns & Rows in Worksheet