Move the parameter slider to verify that the number of products displayed changes based on parameter

INSTRUCTIONS TO CANDIDATES

ANSWER ALL QUESTIONS

Tableau Lab 1: Drill Down / Roll Up 

1.      Connect to Sample – Superstore Data Source (Not EU Superstore)

2.      Create New Sheet (Name it DrillDown)

3.      Drag and Drop category to Rows

4.      Drag and Drop Order Date to Columns

5.      Drag and Drop Sales to Cells/Text

6.      Drill Down / Roll Up

a.      Drill Down Category to Sub Category /Manufacturer/ Product Name

b.      Roll Up to Manufacturer

c.       Drill Down Year to Quarters

d.      Roll Up to Years 

Tableau Lab 2: TreeMap 

1.      Create New Sheet (in same workbook as earlier) (Name it TreeMap)

2.      Drag and Drop Category as Rows and Sales as Text

3.      Change Viz to TreeMap

4.      Expand Category Pill to Subcategories

5.      Drag and Drop Profit to Color 

Tableau Lab 3: Map with Filter

1.      Create New Sheet (Name it Map)

2.      Drag and Drop State to Rows and Profit to Text

3.      Change Viz to Map

4.      Drag and drop order date to filter. Choose Years and select value 2018

5.      Right click on Year filter and select show filter

6.      Drag and Drop Category to Filter and select Furniture

7.      Right click on category filter and select show filter 

Tableau Lab 4: Parameters

1.      Create New Sheet (Name it ProductParameter)

2.      Drag and drop Product Names as rows and Sales and Profit as Text

3.      Drag and Drop Product Name as Filter.

a.      Select the Top tab, select By Field.

b.      Select the drop down with 10 in it and select create new parameter

c.       Give the parameter a name LeastProfitableN, Click OK

d.      In the filter window, change Top to Bottom, field to Profit and aggregation to Average. Click OK

4.      Click on the LeastProfitableN under parameters and select show parameter control

5.      Move the parameter slider to verify that the number of products displayed changes based on parameter

6.      Drag and Drop Category to Filter and select Technology 

Tableau Lab 5: Calculated Fields 

1.      Create New Sheet (Name it ShipDelay)

2.      Select Analysis (from top menu) and Create Calculated Field

3.      Enter formula [Ship Date] – [Order Date], enter OrderShipDelay as new field name

4.      Create sheet with OrderDate as Columns, OrderShipDelay as Text. Click on Sum(OrderShipDelay) and change the measure to Avg

5.      Use Ship Mode as Rows

6.      Change Viz to line graph, expand OrderDate to Months

7.      Add Category as filter 

Tableau Lab 6: Forecast

1.      Create New Sheet (Name it Forecast)

2.      Use Date as Columns, Expand to Months and Sales as Text

3.      Use Category as Filter, select Technology

4.      Click Analytics Tab (Next to Data)

5.      Click on Forecast

6.      Change Viz to Line graph 

Tableau Lab 7: Dashboard

1.      Create New Dashboard (Icon next to New Worksheet icon)

2.      Drag and drop Map sheet

3.      Drag and Drop ProductParameter Sheet below the Map

4.      Drag and Drop Forecast below the Map and to the right of ProductParameter

5.      Select Category filter in maps, click more options, select apply to worksheets -> all using this data source

6.      Change the category options in category filter to verify that map, forecast and least profitable products all respond to the category filter.

Attachments:

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