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Which are the top 5 products being returned; which are the customer segments returning the most? What is the average time between order and ship dates by-product?

INSTRUCTIONS TO CANDIDATES

MIS 671 Tableau Practice Exercises

Tableau Exercises Note:

• You are permitted to work in groups but you must do the work for yourself and use your own words to answer the questions. So consult with each other freely but submit your own work.
• You are strongly encouraged to install Tableau desktop on your own laptop and bring it to class.

Tableau Exercise 1

Step 1. Access a dataset with store records at SuperStoreUS_2015.xlsx and view in Excel.

Step 2. Describe the dataset in your own words.

Step 3. Come up with questions to answer using this dataset:

1. Profits by region (or manager); profits by customer segment; profits by product category and product?
2. Which are the top 5 products being returned; which are the customer segments returning the most?
3. What is the average time between order and ship dates by-product?

Step 4. Import the data into Tableau (see instructions at http://onlinehelp.tableau.com/current/pro/desktop/en-us/examples_excel.html).

Step 5. Try and use filtering, built-in functions, and visualizations to answer the questions. Take screenshots and paste into this document below.  Add language to explain each screenshot as you answer the question.

Tableau Exercise 2 - Joining and Blending Data

Step 1. Access a dataset with store records at AmazingMartEU2.xlsx and view in Excel.

Step 2. Describe the dataset in your own words.

Step 3. Come up with questions to answer using this dataset:

1. Which products are sales leaders by quantity?
2. Which products are profit leaders by state and by country?
3. Which products are loss leaders by state and by country??
4. Sales target met by category by year?
5. Which customer segment is most profitable overall and by country?
6. Which products are trending high in profitability by season (3 month quarters, Jan-Mar, …, Oct-Dec)?

Step 4. Import the data into Tableau (see instructions at http://onlinehelp.tableau.com/current/pro/desktop/en-us/examples_excel.html).

Step 5. Try and use filtering, built-in functions, and visualizations to answer the questions. Take screenshots and paste into this document below.  Add language to explain each screenshot as you answer the question.

Tableau Exercise 3 - Storytelling

Today's dataset is dummy data for an imaginary bank operating in the UK.

Step 1. Access a dataset with store records at UK Bank Customers.csv and view in Excel.

Step 2. Describe the dataset in your own words.

Step 3. Come up with questions to answer using this dataset’s four categories (Gender, Age, Region, and Job Classification). You may create 4 questions each based on a single category (kind of basic stuff), or challenge yourself to use a combination of categories (e.g. How does bank balance vary by age across regions?).

Step 4. Import the data into Tableau (see instructions at http://onlinehelp.tableau.com/current/pro/desktop/en-us/examples_excel.html).

and once done in Tableau use the https://onlinehelp.tableau.com/current/pro/desktop/en-us/publish_workbooks_howto.html link to learn how to export the story to Tableau Public and enter the link to the story below.  Do not need to submit anything else.

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