Tableau 2 Assignment ISM3011
• If you didn’t complete the Tableau 1 project, please consider doing that tutorial so you know how Tableau works. At a minimum, refer to the Tableau 1 project instructions to download and register for the Tableau software. See the Tableau 1 assignment or the Tableau Overview page in the Modules area on Canvas.
• Download the project data file (Tableau 2 Data S20.xlsx) from the Tableau 2 assignment.
• The scenario for this assignment is that you are evaluating 2019 insurance sales. One good way to start is to use Excel filtering to check out what is in each field. For example, if you turn filters on and then filter on year, you can see how many years the data spans, or the types of insurance products or states where product is sold. You can also use pivot tables. Getting an overview with Excel can be helpful. Then you’ll analyze the data with Tableau to see what sales / marketing recommendations you can make for the future, given several years’ data. Page 3 of these instructions has notes on analyzing data.
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