The managers at Superstore are interested in monitoring the total profits that they made in the various categories of products they have sold so far broken down by the customer segments in which they sold their products.

INSTRUCTIONS TO CANDIDATES

ANSWER ALL QUESTIONS

IS 335 – Spring 2020 – Kishore

Tableau Assignment #1 (Chapters 1 and 2)

Note: Please use the “Superstore.xlsx” data file that is supplied along with this assignment. We will be referring to this file as the Superstore data set for the purposes of the assignment. Take a moment to familiarize yourself with the nature of the data. All questions are 10 points each.

Q1 The managers at Superstore are interested in monitoring the total profits that they made in the various categories of products they have sold so far broken down by the customer segments in which they sold their products. The viz shown below provides this info to the managers. Recreate this viz in a sheet named Q1 in your Tableau workbook that you will submit as your Assignment #1 Answer Workbook.

Hint: Because we want profit information for all orders that have been fulfilled, you will need to create a data source consisting of only the orders worksheet in the Excel workbook, and use that data source for this viz.

 

Q2 Now the managers want to see the same profit information as in Q1 above, but only for orders that were returned. Recreate the viz shown below in a sheet named Q2 in your Tableau workbook that you will submit as your Assignment #1 Answer Workbook.

Hint: You will need to create a new data source that consists of both the orders and the returns worksheets inner joined by order id. Also, remember that the data source consisting of orders only needs to be retained, otherwise your information in response in Q1 will be incorrect.

 

Q3 The managers of Superstore are also interested in monitoring the trends of quarterly shipping costs that was incurred by the various regions in which Superstore operates for the orders that were returned. The viz shown below provides this info to the managers. Recreate this viz in a sheet named Q3 in your Tableau workbook that you will submit as your Assignment #1 Answer Workbook.

Hint: Use the data source that you created for Q2 that consists of both the orders and the returns worksheets inner joined by order id. Again, remember that the data source consisting of orders only needs to be retained, otherwise your information in response in Q1 will be incorrect.

Q4 The managers at Superstore are also interested in understanding the relationship between the total profits they made and the total discounts they gave in various areas across the United States, i.e., in various postal codes for all the orders that they fulfilled. The viz shown below provides this info to the managers. Recreate this viz in a sheet named Q4 in your Tableau workbook that you will submit as your Assignment #1 Answer Workbook.

Hint: Because we want to see information about profits and discounts for all the orders that have been fulfilled, you will need to use the data source you used for Q1 consisting of only the orders worksheet in the Excel workbook.

Q5 Now that we have developed the various vizs that managers at Superstore want to see to gain insights into Superstore’s business activities, we must now tie all this information together in a single, comprehensive dashboard. The viz shown below shows such a dashboard for the Superstore managers. Recreate this viz in a dashboard named Q5 in your Tableau workbook that you will submit as your Assignment #1 Answer Workbook.

Hint: You should use the Tiled toggle button to tile you four viz sheets in the dashboard. Also remember to reposition the legends just beneath each of their respective viz, and adjust as needed. Disregard if the legends do not exactly replicate the image below, but ensure that readability is not compromised.

 

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