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Posted: August 11th, 2022
BUSI 650 Business Analytics: Individual Assignment 2
(A2: 20%)
Data Visualization using Tableau
General Guidelines:
• Please download and install Tableau student version for free here: https://www.tableau.com/academic/students
• Please try and exercise the following Tableau tutorial steps, and duplicate the required example data viz charts in the tutorial. Please remember to comment on and analyze your findings from each visualization from the sales/marketing/profitability aspects (using MS Word);
• Please create the same data visualization on US West region (see each step specific requirement as follow). Please remember to comment on and analyze your findings from each visualization from the sales/marketing/profitability aspects (using MS Word);
• Please ensure to store the result screen shots in the previous steps on US West region, include your A2 working papers, and submit to the A2 Submission box according to the A2 assignment due date.
• Write and submit your final A2 paper using MS Word APA style with embedded screen shots of Tableau Visualization.
Tutorial: Get Started with Tableau Desktop (Required)
It is an excellent official tutorial provided by Tableau company, and please follow the following steps to get yourself started and your A2 exercise is based on the same dataset: Superstore:
Tutorial: Get Started with Tableau Desktop (Required)
It is an excellent official tutorial provided by Tableau company, and please follow the following steps to get yourself started and your A2 exercise is based on the same dataset: Superstore:
Step 1: Connect to your data;
Step 2: Drag and drop to take a first look;
Step 3: Focus your results;
Step 4: Explore your data geographically;
Step 5: Drill down into the details;
Step 6: Build a dashboard to show your insights;
Step 7: Build a story to present;
Step 8: Share your findings.
Step 1: Connect to your data; (10%)
• Please follow the above Step 1 by step and connect to the Superstore sample data set. And then obtain the screen shot of the Tableau Desktop application and include your A2 answer paper.
Comment/Analysis:
Step 2: Drag and drop to take a first look; (15%)
• Please follow the above Step 2 by step and duplicate the last step result (the following data visualization chart). And then obtain the screen shot of the Tableau Desktop application and include your A2 answer paper: Step 2.
• Please create the above data viz chart on US West region
Hints: to drag Location/Region to Filters and only select West, then screen shoot the above viz and include into your A2 paper: Step 2; and then press Undo (Left Arrow ) at Top Menu Bar to go to Step 3.
Step 3: Focus your results; (15%)
• Please follow the above Step 3 by step and duplicate the last step result (the following data visualization chart). And then obtain the screen shot of the Tableau Desktop application and include your A2 answer paper: Step 3.
• Please create the above data viz chart on US West region
Hints: to click Filters/Region (South) and deselect South & select West, then screen shoot the above viz and include into your A2 paper: Step 3; and then press Undo (Left Arrow ) at Top Menu Bar to go to Step 4.
Step 4: Explore your data geographically; (15%)
• Please follow the above Step 4 by step and duplicate the last step result (the following data visualization chart). And then obtain the screen shot of the Tableau Desktop application and include your A2 answer paper: Step 4.
• Please create the above data viz chart on US West region, and then obtain the screen shot of the Tableau Desktop application and include your A2 answer paper for this step.
Hints: create a new worksheet and follow Step 4 from the beginning (only select US Region: West this time), and obtain final result of US West sales & profit Viz. And then screen shoot and include to your A2: Step 4.
Step 5: Drill down into the details; (15%)
• Please follow the above Step 5 by step and duplicate the last step result (the following data visualization chart). And then obtain the screen shot of the Tableau Desktop application and include your A2 answer paper.
• Please create the above data viz chart on US West region, and then obtain the screen shot of the Tableau Desktop application and include your A2 answer paper for this step.
Hints: create a new worksheet and follow Step 5 from the beginning (only select US Region: West this time), and obtain final result of US West sales & profit Viz. And then screen shoot and include to your A2: Step 5.
Step 6: Build a Dashboard to show your insights; (15%)
• Please follow the above Step 6 by step and duplicate the last step result (the following data visualization chart). And then obtain the screen shot of the Tableau Desktop application and include your A2 answer paper.
• Please create the above Dashboard on US West region, and then obtain the screen shot of the Tableau Desktop application and include your A2 answer paper for this step.
Hints: create a new Dashboard and follow Step 5 from the beginning (only select US Region: West this time), and obtain final result of US West Dashboard. And then screen shoot and include to your A2: Step 6. Caution: all data viz charts are only for US West region, and you may need to go back previous steps to do so, which is purpose of this homework exercises: learning by doing and doing again (practice makes you perfect!)
Step 7: Build a story to present; (15%)
• Please follow the above Step 7 by step and duplicate the last step result (the following data visualization chart). And then obtain the screen shot of the Tableau Desktop application and include your A2 answer paper.
Hints: Not required to do so for US West storytelling because of complexity of this step. Just follow the Step 7 step by step to how to create various story pages and then present them while telling your story: “focusing on money-losing NC”.
Step 8: Share your findings. (5%)
• Please follow the above Step 8 by step and duplicate the last step result (the following data visualization chart). And then obtain the screen shot of the Tableau Desktop application and include your A2 answer paper: Step 8.
• Hints: Sharing your work on the US South in Tableau Public is sufficient for this step (no required for US West). This 8th step tutorial prepares you how to save and share your work in Tableau Public Cloud for later references. Congratulations, you have successfully completed 8-Step hand-on tutorial by learning the US South and doing the US West! You should have learnt comprehensive but basic Data Visualization skills using Tableau and you are ready to use these skills to do your final term project! Congratulation!
Grading Rubrics:
Step 1: Connect to your data; (10%)
– Output ?/5
– Comment/analysis: ?/5
Step 2: Drag and drop to take a first look; (15%)
– Output ?/10
– Comment/analysis: ?/5
Step 3: Focus your results; (15%)
– The USA ?/5
– US West ?/5
– Comment/analysis: ?/5
Step 4: Explore your data geographically; (15%)
– US South: ?/5
– US West: ?/5
– Comment/analysis: ?/5
Step 5: Drill down into details; (15%)
– US South: ?/ 5
– US West: ?/5
– Comment/analysis: ?/5
Step 6: Build a Dashboard to show your insights; (15%)
– US South: ?/5
– US West: ?/5 –
– Comment/analysis: ?/5
Step 7: Build a story to present(10%)
– US South: ?/5
– Comment/analysis: ?/5
Step 8: Share your findings (5%)
– Saved outcome: ?/3
– Comment/analysis: ?/2
————— ———-
Total: ??/100
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