I. Title: Big Deals Data Visualization
II. Introduction:
You have been on the job for almost a year and you fit right into the team. You hear about a new job using tableau for an important client that just came in. You aren’t familiar with tableau but you are always looking to add bullet points to your upcoming annual review so you ask your boss if you can be added to the team.
He has been very pleased with every project that he has asked you to do so agrees. Congratulations, you are on the team! You know this will be a big help when it comes time to ask for that big raise you keep hearing about.
Your boss instructs you to see Appendix A for more details about the client and the project requirements.
III. Steps to Completion: Step 1: Project Review
Read the client background in Appendix A and team meeting information in Appendix B.
Step 2: Get to know Tableau’s software
Using Tableau’s software, which is offered free to academics and full-time students at www.tableau.com/academic to prepare your worksheet or dashboard. You are only required to prepare one of these.
Visit the following Videos to help get you started at https://www.tableau.com/learn/training : Note each video you are able to download the video and transcript.
• Getting Started (3 Videos)
• Visual Analytics (22 Videos)
• Dashboards and Stories (7 videos)
Watch and review the videos you feel will help you prepare a tableau visual either a worksheet or dashboard.
Step 3: Develop Tableau Visual
In LEO, Course Resources>Classroom Deliverables you will find the following data sets:
1. Big Deals Country Sales
2. Big Deals Project Sales and
Note you may not have to use all the data provided but you will be using a majority of it.
Part A: Understand the data provided and its layout.
Part B: Create in Tableau your own analytical visualization such as a worksheet or dashboards to analyze the data and present it to Big deals based on the questions in Appendix B.
Step 4: Draft Client Letter
Your boss expects you to write a 1-2 paragraph letter to the client explaining your visuals to them. This letter will accompany your visuals so make sure it is professional and helpful.
As requested, you submit your visual and client letter to your boss for review.
IV. Deliverables
• Completed visual in a tableau format (.twbx) format entitled LastName_FirstInitial Data Visual
• 1-2 explanatory paragraph letter to the client regarding your data findings
V. Hints and Tips:
• Start this project early in the semester.
• Prepare a draft version at least 2 weeks before it is due.
• Ask a classmate, friend, or family member to read your client letter before submitting it to the Graduate Writing Center.
• Submit your draft to the Graduate Writing Tutors at least 2 weeks before it is due. FREE Graduate Writing Tutors can be accessed in your LEO classroom.
• Make edits to your client letter after reviewing feedback from the writing center tutors.
• Ask your boss (professor) questions as needed.
• Submit the visual and client letter on or before its due date.
VI. Rubric:
The rubric can be found in LEO under Course Resource>Classroom Deliverables>Project 4
Credits: Adapted from EY ARC Big Deals Case Analysis.
© 2017 Ernst & Young Foundation (US). All Rights Reserved. www.ey.com/us/arc
Appendix A: Background
A global big box retailer, Big Deals (BD), has asked your project team to assist in optimizing their product line and revenue stream. BD was one of the first major players in its industry and has grown into a market leader, typically with at least 50% of the market share. BD offers products in the following categories:
► Audio: car stereos and receivers
► Cameras: point and shoot, single-lens reflex (SLR) and video
► Computers: desktops, monitors, notebooks and tablets
► TV: LCD, LED, plasma and projection
► Video players: Blu-ray and DVD
BD operates in most countries around the world including the following countries: Argentina, Australia, Bangladesh, Brazil, Canada, Chile, China, Colombia, Egypt, France, Germany, Italy, Japan, Mexico, the Netherlands, Pakistan, Philippines, Russia, South Korea, Spain, Switzerland, United Kingdom, United States and Venezuela. BD is headquartered in the United States and management gathers competitive information by product type at the domestic level in the US and then collectively for all remaining countries internationally. The US is BD’s largest market by about six fold. Below is an overview of global and US sales for the last three years.
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