ANLY 2500 Hоmewоrk 9: Tаbleаu 3 Hоmework Questions/Tаsks Starter File: wineSales.csv Tableau Public Business Context Guns & Roses is Australia's most well-known wine distributor, offering a wide variety of wine brands and flavors. The firm's director requires immediate and up-to-date information to make informed decisions. Objective As a member of the analytics team, you are expected to create four dashboards focusing on customer, geographic, product-related, and sales information, respectively. Dashboards Geographical Overview Product Overview Customer Overview Sales Overview Dataset description: The dataset is a comprehensive record of wine sales, with 9,367 rows and 21 columns. It includes information about sales transactions, customer details, order logistics, and wine-specific attributes. Columns: Row ID: A unique identifier for each row. Discount: Percentage discount applied to the order. Unit Price: Price per unit of the product. Freight Expense: Cost associated with freight. Customer Name: Name of the customer. Freight Mode: The mode of freight transport (e.g., Express Road Cargo). Category: Broad category of the wine (e.g., Red Wine, Rose / Sparkling Wine). Region: Geographical region of the sale (e.g., East, West). Priority: Order priority (e.g., Critical, High, Low). Subcategory: Subcategory of the wine (e.g., Chardonnay, Malbec). Revenue Target: Revenue goal for the transaction (mostly missing). Quantity Target: Targeted quantity for the transaction (mostly missing). Item Name: Full name of the wine item sold. Packaging Type: Type of packaging used (e.g., Standard Size Crate, Full Container). City: Customer's city. Order Date: Date the order was placed. Dispatch Date: Date the order was dispatched. Order Quantity: Quantity of the item ordered. Order ID: Unique identifier for the order. Country: Country of the transaction. State or Province: State or province where the transaction occurred. Dashboard 1: Geographical Overview To create the Geographical Overview dashboard, four worksheets need to be set up with the following information: (1 point) Worksheet 'Sum of the order quantities': Drag and drop 'Order Quantity' into the large blank panel in the worksheet with text 'Drop field here'. Change the chart type to 'text tables'. (1 point) Worksheet 'Total Sales': Use the following formula to create a calculated field named “Sales”. [Order quantity]*[Unit Price] Drag and drop 'Sales' into the large blank panel in the worksheet with text 'Drop field here'. Change the chart type to 'text tables'. (2 points) Worksheet 'Sales per city': Drag and drop 'City' into 'Rows.' Drag and drop 'Sales' into 'Columns'. Change the chart type to 'Bar' and sort it in descending order. Create a parameter named 'Sales baseline per city' with the settings shown in the following picture. Use the following formula to create a calculated field named “Sales status”. IF SUM([Sales])>=[Sales baseline per city] THEN "Above the sales baseline"ELSE "Below the sales baseline"END Drag and drop 'Sales status' into 'Color'. Click the 'Analytics' panel. Drag and drop 'Reference Line' into 'Table'. : $ In the 'Data' panel, section 'Parameters', choose 'Sales baseline per city'. Right-click and choose 'Show Parameter'. (2 points) Worksheet 'Sales per State or Province': Drag and drop 'State or Province' into the large blank panel in the worksheet labeled 'Drop field here.' Drag and drop 'Sales' into 'Label'. Drag and drop 'Sales' into 'Color'. Add two filters: 'Region' and 'Sales' by dragging these fields into 'Filters'. Right-click each filter and choose 'Show Filter'. For the 'Region' filter, click the down-arrow icon and select 'Single Value (dropdown)'. (1 point) Create the Dashboard 'Geographical Overview': Replicate the layout as shown in the Tableau visualization. Click the down-arrow icon on the 'Region' filter, choose 'Apply to Worksheet' -> 'Selected Worksheets...', and check all relevant worksheets. Dashboard 2: Product Overview (0.5 points) Worksheet 'Number of categories': Drag and drop 'Category' into the large blank panel in the worksheet labeled 'Drop field here'. Then change it to the measure 'Count Distinct.' Change the chart type to 'text tables'. (0.5 points) Worksheet 'Number of subcategories': Drag and drop 'Subcategory' into the large blank panel in the worksheet labeled 'Drop field here'. Then change it to the measure 'Count Distinct.' Change the chart type to 'text tables'. (0.5 points) Worksheet 'Number of items': Drag and drop 'Item Name' into the large blank panel in the worksheet labeled 'Drop field here'. Then change it to the measure 'Count Distinct.' Change the chart type to 'text tables'. (2.5 points) Worksheet 'Product by category': Create a parameter named 'Quantity/Sales For Dashboard Product' with the settings shown in the following picture. In the 'Data' panel, section 'Parameters', choose 'Quantity/Sales For Dashboard Product'. Right-click and choose 'Show Parameter'. Use the following formula to create a calculated field named “Selected Field for Dashboard Product”. IF [Quantity/Sales For Dashboard Product]="Quantity"THEN [Order quantity]ELSE [Sales]END Drag and drop 'Category' into 'Rows'. Drag and drop 'Selected Field for Dashboard Product' into 'Columns'. Click the down-arrow icon in 'Selected Field for Dashboard Product', and select 'Quick Table Calculation' -> 'Percent of Total.' Change the chart type to 'pie charts'. Drag and drop 'Selected Field for Dashboard Product' into 'Label'. Click the down-arrow icon in 'Selected Field for Dashboard Product', and select 'Quick Table Calculation' -> 'Percent of Total.' Drag and drop 'Category' into 'Label'. Add two filters: 'State or Province' and 'Priority' by dragging these fields into 'Filters'. Right click each filter and choose 'Show Filter'. For each filter, click the down-arrow icon and select 'Single Value (dropdown)'. (1 point) Worksheet 'Product by subcategory': Drag and drop 'Subcategory' into 'Rows.' Drag and drop 'Selected Field for Dashboard Product' into 'Columns'. Change the chart type to 'Bar' and sort it in descending order. (1 point) Worksheet 'Product by item': Drag and drop 'Item Name' into 'Rows.' Drag and drop 'Selected Field for Dashboard Product' into 'Columns'. Change the chart type to 'treemaps'. Drag and drop 'Item Name' into 'Label'. Drag and drop 'Selected Field for Dashboard Product' into 'Label'. (1 point) Create the Dashboard 'Product Overview': Replicate the layout shown in the Tableau visualization. For each filter, click the down-arrow icon and select "Single Value (dropdown)." Click the down-arrow icon on filters, choose 'Apply to Worksheet' -> 'Selected Worksheets...', and check all relevant worksheets. Dashboard 3: Customer Overview (1 point) Worksheet 'Number of customers': Drag and drop 'Customer Name' into the large blank panel labeled 'Drop field here'. Then change it to the measure 'Count Distinct.' Change the chart type to 'text tables'. (1 point) Worksheet 'Customers by Year': Drag and drop 'Order Date' into 'Rows.' Drag and drop 'Customer Name' into 'Columns,' then change it to the measure 'Count Distinct.' Change the chart type to 'Bar'. Add two filters: 'Region' and 'City' by dragging these fields into 'Filters'. Right-click each filter and choose 'Show Filter'. For each filter, click the down-arrow icon and select 'Single Value (dropdown)'. (1 point) Create the Dashboard "Customer Overview": Replicate the layout as shown in the Tableau visualization. Click the down-arrow icon on each filter, choose 'Apply to Worksheet' -> 'Selected Worksheets...', and check all relevant worksheets.
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