Assignment: Data Vizualization Fundamentals - Tableau (60
points)
Read
the brief case below. Using Tableau
Desktop Profession Edition, complete the questions.
Downtown Office Supply
Downtown
Office supply is a small family owned store in a small suburb. In order to maintain and grow the business
the owners want to do some analysis to see how their sales are doing. Management wants to see how the company did
last year and make some decisions about what products to keep along with
staffing for busy times of the year.
Instructions: Use the excle
spreadheet provided and import the data to Tableau. Complete the tasks below. Upon completion you will submit this word document
with your screen shots attached along with your Tableau file (.tbw).
1.
Open Tableau.
2.
Import the excel file – Final_Orders_Clean.xlsx.
3.
Create an innerjoin between market_fact
table and the rest of the tables as shown below[ Hint: Drag and Drop the tables
in the Data Source space]
4.
Double check your join statements to
make sure the correct primary key and foreign keys are in place. [HINT: order_id and ord_id]
5.
Click on “Goto Worksheet” at the bottom
to insert a blank worksheet for your questions
For each question, take a screen shot of your visualization. Be sure to save your Tableau file and upload
the Tableau file along with a document including your screen shots.
10 points each
1.
Management
wants to see how much is spent in Shipping Costs across the different Product
Categories and Sub Categories for each Ship Mode. Add a new sheet titled Q1.
Required Components: 1) A table with the Product Categories and Sub Categories
listed. 2) Shipping Costs for each Ship Mode. 3) Color the Shipping Costs based
on the Product Subcategory. Using the
same data, create a circle views
chart. Do you see any outliers? What are
they?
2.
Management
is eager to know the Average Sales and Average Discount across the Product
Categories and Sub Categories, using a Bar Chart. Add a new sheet titled Q2. Required Components: 1) A bar chart to represent the Average
Sales. 2) Color the bar chart using Average Discount 3) Add labels to the bar
chart representing average sales for each sub category. Choose another visualization to display the
data. What is the difference? Is one preferred over another?
3.
Historically
the company has provided discounts to their Top 10 customers in terms of
Profit. Using Packed Bubbles, find the Top 10 customers. Add
a new sheet titled Q3. Required Components: 1.) Use packed bubbles to display your
results. 2.) Cust id is represented by
color. 3.) Add a filter to filter out
the Top 10 customers based on Sum of Profit 4). Display the Cust id, sum of
profit (in $) in the circle.
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