Visualising Survey Data in Tableau and Executive Report Report: Presenting and analysing staff survey data
PharmaCo is the manufacturing arm of a large multinational company (the name of the real company and the data have been disguised). They want to understand more about staff wellbeing and how this may be connected to where they work and to what gender they identify as. They need this so that they can present the result to the rest of the company at the annual forum. Your job is to manipulate and merge the data then mine it for information and present this in an informative way, using visualisation and analytics techniques. Your work will go to the Managing Director of
PharmaCo who will use it to take the most interesting and informative results to the annual forum to present to the rest of the company directors. We used this data in seminar 6, manipulating and blending data, and we handled survey data in seminar 7. This is very similar but not the same, you have to do some data blending using one different file and the questions you select are different.
You will need to do some data blending and manipulationtableau using Tableau Prep, you will also need to produce a Tableau workbook which addresses the questions asked of you by the MD. You are also expected to produce a report.
In the assessment of the data I will be looking for correct data, correct number of rows and no excess unrequired fields. In the packaged workbook I will be looking for good use of visualisation techniques, a good understanding of the limitations of the analysis and novel application of Tableau functionality. Remember you are presenting this to someone who has not been on the journey of understanding the data with you, so you must tell the story well through the data without confusing or over embellishing.
The final report should be an amalgam of your findings which are synthesised to make final recommendations/conclusions. The suggested report layout is below. The executive summary is your window to the executive decision maker, so it is very important to make it clear and concise. It should set the stage for the report by stating the setup, it should use clear diagrams/visuals, and/or infographics. It should state the main findings of the report so make sure you have a sound basis for your conclusions and recommendations. Short paragraphs and bullet points are best and the summary should be no more than 1 to 2 pages. There are many examples of good practices on the internet.
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