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As an Information Technology professional, much of your decisions are derived by Information Technology (IT).

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ASSIGNMENT NO:1

 As an Information Technology professional, much of your decisions are derived by Information Technology (IT). IT provides knowledge based on data that help business professionals to take better and more informed decisions. In this project, you are to utilize one of the most widely used business analytics tool, Tableau software package, to make a number of visualizations that will help to make some specific managerial decisions. The focus of this assignment is the creation of visualization presentation and not to become an expert with Tableau visualization tool. Feel free to utilize online resources and explore Tableau website for instructional videos and demonstrations. It is important that your visualization dashboards show presentations nicely by adding the necessary elements (i.e., include title, annotations, sorting, coloring/highlighting, etc. as you see fit to best communicate your message).

Task 1: Using the Customer Service Call dataset provided with this assignment, you are to design four different Tableau dashboards with the following specifications:

Dashboard 1: Performance Analysis

a) Make a visualization worksheet showing total number of calls separated by incoming and outgoing serviced by each sales representative (Rep ID).

b) Make a visualization worksheet showing which sales reps have the largest number of income calls.

c) Make a visualization worksheet showing which sales reps have the largest number of outgoing calls.

d) Make a visualization worksheet showing which sales reps spent the busiest time (Busy Minutes) (including both incoming and outgoing calls).

e) Create a dashboard with the above four worksheets and name it Performance Analysis.

Dashboard 2: Call-Time Analysis

a) Make a visualization worksheet showing the average wait time (incoming wait and during call wait) for each of the two branches.

b) Make a visualization worksheet showing the average wait time (incoming wait and during call wait) for each of the three call purposes.

c) Make a visualization worksheet showing call volume over each of the time periods (hours) break out by two branches.

 

d) Make a scatter visualization worksheet showing the relationship between incoming wait time and during call wait time with time blocks as the individual data points.

e) Create a dashboard with the above four worksheets and name it Call-Time Analysis.

Dashboard 3: Efficiency Recommendation

Review the data and create a dashboard with visualization(s) that support downsizing the company for efficiency. Feel free to create as many visualization worksheets as needed to support your recommendation.

Dashboard 4: Best Employee Recommendation

Review the data and create a dashboard with visualization(s) that support recommending one best performing employee. Feel free to create as many visualization worksheets as needed to support your recommendation.

Task 2: For your output, please post your resulting worksheets and dashboards to Tableau Public web space. You will need to make a tableau public login. Once your Tableau dashboards are uploaded on public web space, include the URL for your work on the Tableau Public web space into your report.

Task 3: Write a report supporting all of your analyses. Your report must discuss each of your dashboards with adequate explanation for someone with very little to no technical knowledge to retrieve useful information for making informed decisions.

What to Submit?

a) Upload all of your visualization worksheets and dashboards on Tableau web space and include a link to the URL into your report.

b) Submit your project report as a single PDF file format via Blackboard prior to the due date.

Helpful Resources:

Tableau Download Page: https://www.tableau.com/products/desktop/download Tableau Learning Resources: https://www.tableau.com/learn

Tableau Public Web Space: https://public.tableau.com/en-us/s/

Grading Rubric:

- Completeness of Tableau Dashboards - 70 points

- Analyses Report - 20 points

- Professionalism, formatting, references, & citations - 10 points

 

Note:

- Your writing must follow American Psychological Association (APA) guidelines for style, citations, and references.

- You submission must be free from major grammatical errors.

- Attention will be given to professionalism.

How to publish your Tableau dashboard online publicly

Connect to the correct server:

1. Go to https://public.tableau.com/

2. Create a Tableau Public account. This is different and independent of tableau.com, tableau server, and tableau online accounts.

3. Once an account is created, open Tableau Desktop Application and open your project.

4. Along the top Menu Bar, click “Server” and select “Sign In…”

5. In the Server: Box, Type in https://public.tableau.com as the server you want and then it will prompt you to log in to your Tableau Public Account.

6. Log in by clicking “Connect”

Data Extraction:

 

 

We are working with a small dataset, but it must be preparted in a particular way. We will first extract the data to upload our workbook. You can find out more information here https://onlinehelp.tableau.com/v2019.1/pro/desktop/en-us/extracting_data.htm

1. On the top menu bar select “Data”

2. At the bottom of the menu, move the cursor over the last option available, it may be similar to how you titled the excel file or dashboard file that you are using.

3. Once over the menu option it should open more menu options with “Extract Data” as a choice not greyed out.  Look at figure below. Click that option.

 

 

 

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