Portfolio Projects | MinAI Learning

🎯 Mục tiêu dự án

TB5 min

Sau dự án này, bạn sẽ:

✅ Build Executive Sales Dashboard (Tableau) hoàn chỉnh

✅ Build Business KPI Dashboard (Power BI) với DAX measures

✅ Có 2 portfolio pieces ready cho LinkedIn + interviews

✅ Publishing + presentation-ready dashboards

Thời gian: 60 phút | Độ khó: Advanced (Capstone) | Deliverables: 2 dashboards + Portfolio write-ups

Task 0

📖 Bảng Thuật Ngữ Quan Trọng

TB5 min

Thuật ngữ	Tiếng Việt	Mô tả
Executive Dashboard	Dashboard điều hành	Tổng quan KPIs cho leadership
KPI Card	Thẻ chỉ số	Single number + trend indicator
AOV	Average Order Value	Revenue ÷ Number of Orders
Profit Margin	Biên lợi nhuận	Profit ÷ Revenue × 100
MoM Growth	Tăng trưởng tháng/tháng	So sánh vs tháng trước
YTD	Year-To-Date	Tổng từ đầu năm đến hiện tại
Drillthrough	Khoan sâu	Click → detail page
Conditional Formatting	Định dạng có điều kiện	Color based on values
Treemap	Bản đồ cây	Hierarchical area chart
Rubric	Bảng chấm điểm	Evaluation criteria + scoring

Checkpoint

KPI Card = single metric + trend. AOV = Revenue ÷ Orders. MoM = month-over-month. YTD = year-to-date. Hiểu các metric KPI chưa?

Task 1

📊 Project A: Tableau Executive Sales Dashboard

TB5 min

Business Context

Bạn là BI Analyst tại một công ty e-commerce tại Việt Nam. CEO cần dashboard để theo dõi sales performance hàng tuần.

Dataset

Ví dụ

1Superstore Dataset (built-in Tableau):
2- Orders table: Order ID, Date, Product, Sales, Quantity, Profit, Region
3- Returns table: Returned = Yes/No

Requirements

4 KPI Cards:

Total Revenue vs Target
Profit Margin %
Total Orders
AOV (Average Order Value)

5 Visualizations:

Chart	Type	Purpose
Revenue Trend	Line chart	Monthly sales trend
Regional Performance	Filled map	Revenue by region
Top 10 Products	Horizontal bar	Highest revenue products
Category Breakdown	Treemap	Category hierarchy
Profit vs Sales	Scatter plot	Correlation analysis

Interactive Features:

Date range filter
Category filter
Region map as filter action (click → filter all)
Rich tooltips
Color: Green (profit) / Red (loss)

Pro Tip: Dùng Tableau Superstore dataset built-in — Connect → Sample → Superstore. Không cần download!

Checkpoint

4 KPIs + 5 charts + filters + map action. Superstore dataset built-in. CEO audience → clean, simple, ít clutter. Ready to build?

Task 2

🔨 Project A: Step-by-Step Guide

TB5 min

Step 1: Connect & Explore

Ví dụ

1Connect: Sample - Superstore
2Explore: Orders + Returns (join on Order ID)
3Profit Ratio: SUM([Profit]) / SUM([Sales])

Step 2: KPI Cards

Ví dụ

14 worksheets: Revenue, Profit %, Orders, AOV
2Format: Big number + color (green/red) + vs target

Step 3: Charts

Ví dụ

11. Line: Date (Month) → Columns, SUM(Sales) → Rows
22. Map: State/Region → Detail, SUM(Sales) → Color
33. Bar: Top 10 Products (filter Top N), SUM(Sales) → Columns
44. Treemap: Category/Sub → Color+Size by SUM(Sales)
55. Scatter: SUM(Sales) → Columns, SUM(Profit) → Rows

Step 4: Dashboard Assembly

Ví dụ

1New Dashboard:
2- Size: 1920x1080 (Fixed)
3- Layout: KPI row top → Charts below (2x2 grid + map)
4- Filters: Date range, Category (floating)
5- Map → Filter action → All sheets

Step 5: Polish & Publish

Ví dụ

1- Title: "Executive Sales Dashboard"
2- Color: Company palette
3- Tooltips: Multi-line with context
4- Publish: Tableau Public → Share link

Estimated time: 2-3 hours cho first attempt. Focus on functionality first, polish later. Publish lên Tableau Public để có shareable link!

Task 3

📊 Project B: Power BI Business KPI Dashboard

TB5 min

Business Context

Bạn là Data Analyst tại retail chain. Management cần dashboard theo dõi store performance, product analytics, và drill-down chi tiết.

Dataset

Ví dụ

1Sample Retail Dataset:
2- Orders, Products, Stores, Customers
3- Hoặc dùng Contoso / Adventure Works sample

Page Structure

Page 1 — Overview:

4 KPI cards + Revenue trend + Region chart + Top stores

Page 2 — Products:

Product matrix + Category ranking + Donut chart + Scatter

Page 3 — Drillthrough (Store Detail):

Store-specific KPIs + Monthly trend + Product breakdown + Customer metrics

DAX Measures (Required)

dax

1Total Revenue = SUM(Sales[Revenue])
2 
3PM Revenue = 
4CALCULATE(
5    [Total Revenue],
6    PREVIOUSMONTH('Date'[Date])
7)
8 
9MoM Growth = 
10DIVIDE(
11    [Total Revenue] - [PM Revenue],
12    [PM Revenue]
13)
14 
15YTD Revenue = 
16TOTALYTD([Total Revenue], 'Date'[Date])
17 
18Profit Margin = 
19DIVIDE(SUM(Sales[Profit]), SUM(Sales[Revenue]))
20 
21Store Rank = 
22RANKX(ALL(Stores[StoreName]), [Total Revenue])

Features Checklist

✅ Page Navigator buttons
✅ Synced slicers across pages
✅ Drillthrough to Store Detail
✅ Conditional formatting on matrix
✅ Bookmarks cho view toggle

Checkpoint

3-page report + 6 DAX measures + Navigator + Drillthrough + Conditional Formatting. Tất cả techniques từ L09-L11 đều apply! Ready to build?

Task 4

🔨 Project B: Step-by-Step Guide

TB5 min

Step 1: Data Model

Ví dụ

1Import data → Star Schema:
2Fact: Sales
3Dim: Date, Product, Store, Customer
4Relationships: 1:* from Dim to Fact

Step 2: DAX Measures Table

Ví dụ

1Create: Modeling → New Table → "Measures"
2Add all 6 measures from Task 4
3Test từng measure trước khi build visuals

Step 3: Page 1 — Overview

Ví dụ

1- Cards: Total Revenue, MoM Growth, Profit Margin, YTD Revenue
2- Line chart: Monthly revenue trend
3- Bar chart: Revenue by region
4- Table: Top 10 stores (with conditional formatting)
5- Slicers: Date, Region, Category

Step 4: Page 2 — Products

Ví dụ

1- Matrix: Category → Sub-category → Product (with data bars)
2- Ranked bar: Store Rank measure
3- Donut: Revenue by category
4- Scatter: Profit Margin vs Revenue (size = orders)

Step 5: Page 3 — Drillthrough

Ví dụ

1- Add Store[StoreName] to Drillthrough filter
2- Store KPIs: Revenue, Growth, Margin
3- Monthly trend for selected store
4- Product breakdown bar chart
5- Keep Back button!

Step 6: Polish & Publish

Ví dụ

1- Theme: Consistent corporate colors
2- Mobile layout: Key KPIs + 1 chart
3- Bookmarks: Current Month / Full Year toggle
4- Publish to Power BI Service

Estimated time: 3-4 hours cho first attempt. Build Page 1 hoàn chỉnh trước, rồi mới qua Page 2-3. Test Drillthrough kỹ!

Task 5

📝 Rubric — Bảng Chấm Điểm

TB5 min

Total: 100 Points

Project A — Tableau (50 pts)

Criteria	Points	Excellent	Good	Needs Work
KPI Cards	10	4 KPIs, formatted, vs target	3-4 KPIs basic	< 3 KPIs
Visualizations	10	5 charts, correct types	3-4 charts	< 3 charts
Interactivity	10	Filters + map action + tooltips	Filters only	No filters
Design	10	Clean layout, consistent colors	Decent layout	Cluttered
Publishing	10	Published + shareable link	Published only	Not published

Project B — Power BI (50 pts)

Criteria	Points	Excellent	Good	Needs Work
DAX Measures	10	All 6 correct + tested	4-5 measures	< 4 measures
Multi-page	10	3 pages + navigator	2 pages	1 page
Formatting	10	Conditional + data bars + theme	Some formatting	No formatting
Features	10	Drillthrough + bookmarks + slicers	1-2 features	No features
Polish	10	Mobile + RLS + publish	Published only	Not published

Checkpoint

100 điểm: Tableau 50 + Power BI 50. Focus: KPIs, Charts, Interactivity, DAX, Multi-page, Features. Aim for Excellent ở mỗi criteria!

Task 6

💼 Portfolio Tips — Trình bày chuyên nghiệp

TB5 min

Screenshots

Ví dụ

1- Resolution: 1920x1080
2- Full dashboard view + 2-3 detail shots
3- Include filter states showing interactivity

Live Links

Tableau: Publish to Tableau Public → Share URL
Power BI: Publish to web (cho non-sensitive data)

Write-Up Template

markdown

1## [Project Name]
2 
3**Problem:** [Business question]
4**Approach:** [Methods + tools used]
5**Key Insights:** [3-5 findings]
6**Impact:** [Business value delivered]

LinkedIn Post Template

Ví dụ

1🎯 Just completed my Data Visualization Portfolio!
2 
3📊 Built 2 dashboards:
4• Tableau: Executive Sales Dashboard
5• Power BI: Business KPI Dashboard
6 
7🔑 Key skills demonstrated:
8• Dashboard design & storytelling
9• DAX measures & calculations
10• Interactive features (drillthrough, filters, bookmarks)
11 
12💡 Key insight: [Share 1 interesting finding]
13 
14🔗 Live demos: [Links]
15 
16#DataVisualization #Tableau #PowerBI #DataAnalytics

Interview Talking Points

Data source & why chosen
Chart type decisions & alternatives considered
Design choices & audience consideration
Key insights discovered
What you'd improve with more time

Portfolio = Story! Đừng chỉ show dashboard — explain WHY từng design choice. Interviewers muốn nghe thought process, không chỉ technical skills!

Task 7

📋 Tổng kết khóa học Data Visualization

TB5 min

Skills Mastered

Module	Skills
Foundation	Viz principles, chart selection, color theory
Tableau	Charts, Calc fields, LOD, Dashboards, Publishing
Power BI	Power Query, DAX, Multi-page, RLS, Service
Design	Layout, typography, storytelling, accessibility
Portfolio	End-to-end projects, presentation, LinkedIn

Tableau vs Power BI

Aspect	Tableau	Power BI
Strength	Visualization flexibility	Microsoft ecosystem
Syntax	Calculated fields	DAX + Power Query
Sharing	Tableau Public (free)	Power BI Service
Best for	Exploration & storytelling	Enterprise reporting
Cost	Expensive (Creator $75/mo)	Affordable (Pro $10/mo)

Next Steps

Câu hỏi tự kiểm tra

Tableau và Power BI khác nhau ở điểm nào quan trọng nhất?
Portfolio project cần có những yếu tố nào để gây ấn tượng?
LOD trong Tableau tương đương với gì trong Power BI?
Bạn sẽ chọn tool nào cho dự án tiếp theo và tại sao?

Next Steps:

Practice: Recreate dashboards với your own data
Kaggle: Join viz competitions
Community: Tableau Public gallery + PBI Community
Certify: Tableau Desktop Specialist / PL-300
Next Course: Advanced Data Analysis →

🎉 Chúc mừng! Bạn đã hoàn thành khóa Data Visualization! Với 2 portfolio projects, bạn đã sẵn sàng apply cho vị trí Data Analyst / BI Developer!

Task 8