By Claudia Perez
Welcome dear business owners to another weekly meeting. Today we will be talking about the application of technological tools in data analysis, specifically about “Tableau”
For those who have never heard of this system, Tableau is a tool that processes and visualizes large volumes of updated data from different types of sources.
But…How do we use this system? And what is it for?
Golf Resort in Central Florida
Let’s go back to our previous week’s example of the Golf Resort in Kissimmee. The use of this type of tool is relevant for businesses that manage large volumes of information from different types of operations and obtained from various sources.
The analysis of reservations and occupancy is a key aspect in the management of a resort. Generally, the business records information regarding the availability of golf courses and demand by time slots, reservation confirmations, playing time, promotions results, and occupancy projections.
Data entry and work in Tableau
Let’s imagine that our manager asks us: How has the occupancy of the golf course been in the last few weeks
We can answer this question using Tableau in the following way: first, we need to connect the system to the available database containing the information (Excel, SQL) and organize it hierarchically. For example, creating a hierarchy with the Golf dimension and attributes such as: time slots, number of players, reservations and date.
We can create a data visualization report using graphs in Tableau as follows:
- Drag “Reservation Date” to the column and “Number of Reservations” to the row, incorporate filters to leave only confirmed reservations, and use a line chart to create an interactive data visualization for our report.
Objective of this step: Understand how daily golf game demand behaves.
Improvement proposal to include in the report: Apply discounts for golf services on low-demand days.
2. Drag “Time Slot” to the rows in Tableau, “Day of the Week” to the columns, “Number of reservations” to the middle and use color scales to enhance visualization.
Objective of this step: Identify peak occupancy hours per day in the golf courses.
Improvement proposal to include in the report: Offer Premium packages for peak hours. Offer special discounts and include a complement package (beverage/snack) for lower-demand time slots.
- Place “reservation Type” (game type based on the number of holes 9/18) in the rows and “Number of reservations” in the columns, leaving only confirmed ones and displaying the information in a bar chart.
Objective of this step: Determine which game reservation type has the highest demand. Improvement proposal to include in the report: If shorter games (generally cheaper) have higher demand, include a complement package (beverage/snack) for longer games and implement a segmented discount system for longer game formats.
In summary, dear readers, I just wanted to show you how, through the use of Tableau, we can organize data, visualize trends, and make decisions that improve the operational management of a business. Are you ready to implement it?
As always, I do not say goodbye but rather see you next week!