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Take-home Quiz
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Continue with the Brandee Merchandise case used for the workshop and tutorial demonstrations.
You are required to create three KPIs to minor Brandees performance in the current market segment. Address the following questions through data visualization:
What is percentage of profit contributed by the Event customers? (1 mark)
Requirements:
Create a Pie Chart to depict the contribution.
Label the customer types and the percentage of profit contributed by each customer type.
Rename your worksheet Profit by Customer.
Add your name to the chart title (e.g., Profit by Customers - <<your name>>).
Identify the city that generated the highest profit in 2019. (1.5 marks)
Requirements:
Create a map to answer this question.
Apply the Size function to differentiate the profit figures generated by all cities.
Colour code the city names.
Label the city names and their profit figures.
Rename the worksheet Profit by City.
Add your name to the chart title.
Show the number of customers located in each city. (1.5 marks)
Requirements:
Create a map to answer this question.
Label your answer (i.e., the number customers in each city).
Colour code the cities.
Apply the Size function to differentiate the numbers.
Rename the worksheet Customers by City.
Add your name to the chart title.
Create a profit dashboard. (1 mark)
Requirements:
Use the above three worksheets (KPIs) to create a dashboard.
Select size A4 Landscape (1169 x 827)
Submission requirements:
Export the three worksheets and the dashboard in PowerPoint format.
Submit the PowerPoint slides to Canvas by 9am Wednesday, May 8. You may submit multiple times before the deadline. Late submissions will NOT be marked.
Brandee Merchandise
Connecting seven tables on Tableau Desktop
Connecting all tables is the first step to use the variables contained in the tables to create visuals. The Excel data file is available in both Pre-class Activities and In-class Activities pages on Canvas.
Download the Excel data file to your computer.
On the home page, under Connect To a File, click Microsoft Excel.
In the pop-up window, select the data file you just downloaded. The data file will then be uploaded to Tableau.
After uploading the data file, you will be prompted to the Data Source page.
Drag and drop the Sales_Orders Table to the working area. The variables will then appear at the bottom of the screen.
Drag and drop the Commissions Table to the working area. These two tables do not connect automatically.
At bottom part of the screen, manually select a common variable, Employee ID, contained in both tables.
Drag and drop the Customers Table to the working area to connect with the Sales_Orders Table. Once again, you need to manually connect the tables at the bottom part of your screen. Since the sales orders contain customers and sales representatives who handled the orders, you may select Customer ID, or Employee IDC, as the common variable to connect the table.
Repeat the same step for other tables. The Marketing_Spend Table can be connected with the Sales_Orders Table via Month and Order Month.
The sales_Targets Tables can be linked with the Customers Table via the common variable Customer Type.
To this point, all seven tables have now been connected. See the screenshot below. Note that, you may connect the tables in various way. As long as all tables are connected, you are ready for the next step.
Tableau prompts you to go to worksheet, see bottom-left of your screen. Click Sheet 1 to open a worksheet.
