the file has part 2 that is all I need.
Tableau Project Fall 2021 Data Visualization Assignment Using Tableau Business Analytics Software [footnoteRef:1] [1: Adapted from Janvrin, D. R. Raschke, and W. Dilla. Making sense of complex data using interactive data visualization, Journal of Accounting Education 32 (2014) 31-48.] Accounting information systems produce large amounts of data about a company’s business processes. Data visualization tools are one way of helping managers make sense of these data. The purpose of this assignment is to give you hands-on experience building a data visualization application using Tableau. Tableau is a leading software application for business intelligence. Tableau has interactive real-time functionality allowing users to build data viewing applications within an easy drag and drop interface. This assignment contains two parts. First, you will complete a tutorial designed to get you familiar with the basics of Tableau. Next, your task will be to design a data viewing application in Tableau to help a manager make sense of sales and profit data for an office supply superstore. Detailed information regarding this assignment and using Tableau follow the tutorial. Following are general instructions (a tutorial) for a sample dataset (Sample - Superstore Sales (Excel).xls) to get you started. Please note that there are two different Excel files: one for the following tutorial (Sample Superstore Sales (Excel).xls) and one for the assignment you turn in (SuperDepotSales 2016-2018.xlsx). Part 1. Tableau Basic Instructions Note: These instructions show you the functionality of the software and provide an example of the functionality. For your assignment, you need to decide what information is useful and how to best present that information, meaning that you should not create chart(s)/graph(s) exactly like these examples. Instead, you need to create your own chart(s)/graph(s). Getting Tableau: Option1: 1. Download the latest version of Tableau Desktop and Tableau Prep Builder here 2. Click on the link above and select “Download Tableau Desktop” and “Download Tableau Prep Builder”. On the form, enter your school email address for Business E-mail and enter the name of your school for Organization. 3. Activate with your product key: TCSH-5F4A-F850-E7D0-EF69 (see the figure below) 4. Already have a copy of Tableau Desktop installed? Update your license in the application: Help menu → Manage Product Keys Note: the key above is for your use only. Please don’t share as we have enough licenses for this course only. This key will allow you to activate Tableau Desktop for the duration of the course. Option2: You can use the trial version of Tableau or request a student license. I recommend requesting a one-year Desktop key through the Tableau for Students program. Each year you are enrolled as a full-time student, you can request a new one-year key. New to Tableau? Check the free Data Analytics for University Students guide provided by Tableau to get started. Note: Tableau offers several training videos at http://www.tableau.com/learn/training. Select any of the On-Demand Training, specifically the Getting Started and The Tableau Interface. You may have to enter your data again to view the videos. The above videos are also available from within Tableau from the Discover panel on the right side of your Tableau window when you first open Tableau (See Figure 1) or from the Help menu. Even if you choose not to watch the videos, you definitely want to learn a little more about the terminology used in Tableau. Select Help from the Menu and select Open Help. Choose the Getting Started option from the Navigation pane on the left. From there, click on The Tableau Environment and finally, The Tableau Workspace. See the screenshot and explanations below for a quick overview of the Tableau workspace. The following are the major components of the Sheet view of the Tableau workspace: ( 14 ) ( 15 ) ( 13 ) ( 6 ) ( 5 ) ( 4 ) ( 7 ) ( 12 ) ( 11 ) ( 10 ) ( 9 ) ( 8 ) ( 3 ) ( 2 ) ( 1 ) 1. Workbook name 2. Menu bar 3. Toolbar 4. Go to the start page 5. Side bar: contains the Data pane and the Analytics pane. Other panes such as the Format pane will temporarily open here. 6. List of data sources (may be more than one) 7. Dimensions and Measures (available fields to be used in the data visualization) 8. Show Me card (shown opened): shows applicable visualization types for selected fields 9. Columns and Rows shelves (used to group headers [Dimensions] and axes [Measures]) 10. Pages and Filters shelves: Pages shelf filters visualization by stepping or animating based on a particular field and Filters shelf filters visualizations by Dimension or Measure 11. Marks card: used to control mark properties, color, size, label, detail, tooltip, shape and angle 12. View: the work area where the visualizations appear 13. Sheet tabs: shows available sheets, dashboards and stories as well as the ability to create new ones 14. Status bar 15. Go to data source page Import Data File When you first open Tableau (See Figure 1) you want to connect to your data source. Figure 1. Initial Tableau window Choose the type of data source file, Excel, browse to find the Sample - Superstore Sales (Excel).xls file, select the file and click Open (See Figure 2). Figure 2. Data Source File Type Select Orders worksheet to analyze (See Figure 3). Either double-click Orders or click and drag Orders to the area that shows Drag sheets here. Figure 3. Select Worksheet Your screen should now look like Figure 4. If for some reason, the field names are not showing, click the down arrow on Orders pill shape and select Field names are in first row. Figure 4. Connected to Data Source Click Sheet 1 as shown in Figure 4, to move to the Tableau workspace (see Figure 5). Figure 5. Workspace for Creating Chart To create charts, drag dimensions and measures to “Drop Field Here” table or to the Column and Row shelves above the table in the Data Pane. For example, to create a bar chart showing total profits for each product category, drag the dimension Product Category to the Columns shelf and the measure Profit to the Row shelf (see Figure 6). Figure 6. Profit by Product Category Bar Chart Change Colors and Formatting To add data labels, select the Label control from the Marks card of the as shown in Figure 6. Select the Show mark labels check box as shown in Figure 7. Figure 7. Marks Task Bar To change the color of the bars, select the Color control from the Marks card as shown in Figure 6. Choose a color of your choice. There is also an option for More Colors… if none of the colors speak to you. You can also color by product category. Drag Product Category from the Dimensions pane to the Color control. The three bars are now uniquely colored and your graph should look like Figure 8. Figure 8. Profit by Product Category Bar Chart with Unique Colors The Product Category legend can be moved to the Marks section, by simply dragging and dropping the legend. Figure 8a. Profit by Product Category Bar Chart with Unique Colors after moving the Product Category Legend To add a title to your chart, double-click on the Sheet 1 tab or in the Sheet 1 box at the top of your graph. Name the chart “Profit by Product Category.” Filter Data and Create Drill Down Data To filter data, drag the desired filter dimension to filter shelf. For our example, drag Order Date to the Filter shelf. The menu shown in Figure 9 should appear. Select Years and click Next. Next, you can select years individually. Check 2010 and 2011 and click OK. Your screen should look Figure 10. Figure 9. Filter Field Menu Figure 10. Profit by Product Category for 2010 and 2011 If you want to hide the title, you can either select Worksheet from the Menu bar and uncheck Show Title or click on the down arrow by Title and select Hide Title (see Figure 11). To add two more filters, drag the Region dimension to the Filters shelf, select Atlantic in the pop up window, and click OK. Drag the Product Category dimension to Filter area, select Furniture and Technology, then click OK. Your screen should look like Figure 11. Note that you can hover your mouse cursor over any bar and the tooltip text will appear. Figure 11. Profit by Product Category for 2010 and 2011 for Furniture and Technology Create Drill Down Data As you have been working through this example, you have probably been making changes to the bar chart in your original worksheet. You can continue on the Profit by Product Category for the remainder of the tutorial or you can start creating new worksheets. Be sure to name your worksheets with more descriptive names than Sheet 1, etc. To rename a worksheet, double-click and type in the name or right-click on the worksheet tab and select Rename Sheet. If you wish to start a new sheet, just click the icon to the right of the sheet tabs as show below: Start from Figure 12 to drill down to show yearly profit of Office Supplies. You can clear all the filters by dragging the dimension out of the shelf or by clicking the down arrow on each blue shape and selecting Clear Filter (see screenshot below). In the case of the color control, selecting Remove. Alternatively, you can click the Clear Sheet icon on the Toolbar. Be aware that this will completely clear your sheet. It’s a good way to start over. Figure 12. Illustration – Drill Down Starting Point To drill down to show yearly profit, drag the Order Date dimension to the Detail control. If anything other than Year (Order Date) shows in the blue pill shape in the Marks card, click on the down arrow in the blue pill and select Year. Click the Label control and check the Show mark labels box. You might need to change the font size to 8 pr. Yearly profits show up on each bar. To make the chart more appealing, color the bars by dragging the Order Date dimension to the Color control (see Figure 13). Once again make sure you select Year if anything other than Year (Order Date) is showing in the Marks card. Figure 13. Illustration –Bar Chart Color by Order Date Dimension To drill down to show yearly profit of the Office Supplies product category, drag the Product Category dimension from the