KEY TABLEAU TERMS:
Dimension: Fields that are discrete categorical information (should not be aggregated).
E.g. Store number/location.
Measure: Fields that contain quantitative information (can be aggregated)
Pill: Represents a variable that can be moved to create a field in the view
Worksheet: A sheet where you build views of your data by dragging fields onto shelves.
Dashboard: A combination of several views arranged on a single page. Use dashboards to compare and monitor a variety of data simultaneously.
Storyline: A sheet that contains a sequence of views or dashboards that work together to convey information.
Treemap: A treemap displays data using nested rectangles whose area is proportional to the data it represents.
Calculated Field: Under the Analysis Tab in Tableau, the analyst can create new variables.
Additional terms can be found using the Tableau glossary
Part I ( Difficulty: Beginner)
Bibitor, LLC asked you to complete due diligence on their wine and spirits business. Bibitor has 79 retail locations with approximately $484 million in sales. Their CFO is at the forefront of data analytics and created a Storyline the company uses for making decisions about their stores. To facilitate the investigation, you have Bibitor’s sales file with more than 13 million records and their purchase price file with the cost of each inventory item.
Traditional spreadsheets cannot process all of the data, requiring the use of Tableau to complete your due diligence. Prior to using Tableau, the CFO provides you with two Dashboards from their Sales Profitability Storyline for the 12-months ended June 30, 2019. The Company uses a different visualization software package. Your visualization will look different, but the data is the same
Summary Data Amount
Count 79
Sum 483,891,954
Average 6,125,215
Minimum 455,566
Maximum 24,111,751
Median 4,172,625
Summary Data Amount
Count 79
Sum 347,412,594
Average 4,397,628
Minimum 326,143
Maximum 17,187,435
Median 3,024,716
Required:
1. Using these two Dashboards, describe Sales and Cost of Goods Sold (COGS) in a short memo. In your memo, include a discussion about:
• The total number of stores
• Total Sales and Cost of Goods Sold for the company
• The average and median Sales and Cost of Goods Sold per store
• The 5 largest and smallest stores based on Sales and Cost of Goods Sold
• Are the 5 largest/smallest stores based on Sales the same as the 5 largest/smallest based on Cost of Goods Sold? Would you expect them to be the same? What could cause differences?
2. Using Tableau, recreate the first Dashboard (Sales by Store). Review the Video on the HUB of Analytics Education (URL) to assist you in completing this task. Here are some hints:
• Verify your sales total ($483,891,954) matches Bibitor’s Dashboard , Sales by Store.
• Convert the variable Store into a Dimension and the variable Sales Dollars a
Measure .
• To change Store to a Dimension , drag and drop the Store pill into the Dimension
section on Tableau.
• Using the Analytics tab in Tableau, show the average line and median line on the graph.
• Sort the Store variable from smallest to largest.
Under the Worksheet tab in Tableau, show the Summary
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