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ANSWERS Tableau - Assignment PDF

1) The document provides instructions to create various visualizations and analyses using a dataset on superstore sales. This includes creating filters, tables, charts, and dashboards to analyze and visualize key metrics like sales, profits, top products, customers etc. by dimensions like date, region, category etc. 2) It also provides details on formatting, annotations, tooltips and interactions required for the visualizations and dashboards. 3) The visualizations and analyses include identifying low profit categories, top customers, top selling products by region, sales by date, category and region performance, customer analysis, order distribution, grouped product discounts, sales trends over time and by location, correlations between sales and profits etc. Dashboards
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100% found this document useful (2 votes)
3K views

ANSWERS Tableau - Assignment PDF

1) The document provides instructions to create various visualizations and analyses using a dataset on superstore sales. This includes creating filters, tables, charts, and dashboards to analyze and visualize key metrics like sales, profits, top products, customers etc. by dimensions like date, region, category etc. 2) It also provides details on formatting, annotations, tooltips and interactions required for the visualizations and dashboards. 3) The visualizations and analyses include identifying low profit categories, top customers, top selling products by region, sales by date, category and region performance, customer analysis, order distribution, grouped product discounts, sales trends over time and by location, correlations between sales and profits etc. Dashboards
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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1) Name the sub-category whose profit value is least (lowest) in the year 2022

2) Who are 25th, 50th and 100th customers from top with respect to sum of sales in 2021?

3) Show the Top 3 products with respect to sum of quantity under each segment (Total 9
products) in West region.
4) Create new order date (e.g. if current year is 2023 then make sure new order date should
have 2023) and show below columns in the text table.
• Year
• Quarter
• Month
• SUM(Sales)
• YTD Sales
• QTD Sales
• MTD Sales

5) Show sub-category and region wise sum of profit in KPI indicator table as shown in below
image. Use green circle for positive profit value and red circle for negative profit value.
6) Crete a table with customer name, first order date and last order date for each customer.

7) Create a pie chart showing Top 50 customers Vs Other customers with respect to sum of
sales shown in below image.
8) Create a table with columns such as category, sub-category in rows and region in columns
with total sales and total profit shown for each region along with grand total and percent of
pane total sorted by sum of sales in descending manner as shown in below image.

9) Create the parameter with name as View by. Use three values in parameter i.e. Region,
Category and Sub-category. If user selects any value then show the sum of sales with respect
to the value chosen in parameter as a bar chart. E.g., If user selects category then show
category wise sales. Make sure to edit the worksheet title w.r.t. View by value.
10) Show the Top N customers with respect to sum of quantity. The value N should be user-
entered. Edit the title accordingly.

11) Answer in brief.

• What is Replace References in tableau?


Replace References represents a Tableau functionality which lets you replace a
current information source using a new one yet maintain the same workbooks and
views. It is important when switching to another information source with the same
schema however distinct information, or when switching to another database
entirely. The Replace References tool replaces every connection to the old data
source in your worksheets and displays with references to the recently added data
source, saving you from having to manually alter each of them.

• How to handle the NULL values for measures?


a) Replace Null Values: Users may employ a special value or computation to substitute
null values simply right-clicking on a measurement in the window and choosing
"Format." From the "Format" popup box, choose the "Special Values" tab then
define the value or formula that will be used for the replacement of null values.
b) Remove Null Values: Eliminate any values that are null from the view by clicking on
the measurement in the measurement view and choosing "Filter." From the "Filter"
dialog box, pick "Null" among the list of variables and press "OK.".
c) Substitute Null Values: One can use the IFNULL() method in a computed field to
replace null values using non-null values. For instance, the field that was
calculated IFNULL(SUM([Sales]),0) will substitute for the empty values inside the
Sales measurement into 0.
d) Use Data Blending: When the main source of data contains values that are null,
then may employ data mixing to link it with another source of data that doesn't
include null values. Null values can be removed from the main source of data as a
result of the merge.

12) Analyse the purchasing capacity of customers by creating the bins of sales with bins size as
10. Show the bar chart of count of sales vs bins. The labels outside the bar chart should be
shown in this format: 1,398 (13.7%). Note that if any count of sales value is blank/null value
then the bar chart should show 0

13) Show the country wise, region wise, state wise and city wise sum of sales in a table by
creating the hierarchy starting with country. Colour the sum of sales based on following
conditions.

• Green: Values > 100000


• Orange: Between 10000 and 100000
• Red: Values < 10000
14) Make a group of Acco, 3M, Samsung, Apple, Xerox products. (For remaining products include
in others folder). Display each group as average discount percentage.

15) Show the average sales for each year and each month. Show the overall average sales of all
the months using reference line and highlight those months for which the sales value is more
than overall average sales value.
16) Show the scatter chart between sum of sales and sum of profit for all the orders. Show the
trend line and write down the observations using Annotate option.

Annotate option are shown above observations.


17) Create a donut chart of orders distribution in different ship modes i.e. Show total unique
orders in the inner circle and ship mode wise unique orders in outer circle. Create the donut
chart in below fashion with exact formatting.

18) Create a dashboard on Superstore Analytics as shown in below figures. The formatting /
labelling / spacing / alignment should be the same as used in the charts. Read this
completely.

Notes:

• The worksheet titles, KPI titles represent which dimensions/measures are required in
respective places.

• Make sure to use New Order Date in place of existing Order Date dimension for
doing any date calculations or adding the Year filter on top.

• Add appropriate tooltips everywhere.

• Add the Year(New Order Date), Region and Category filters on top. All filters must be
in multiple values dropdown mode. These filters should be applied to all the
worksheets used in dashboard 1 and dashboard 2. Make sure Year filter should not
be applied to current year sales, previous year sales and YoY growth % as these
values are for current year and previous year. Make sure to apply filters on table in
dashboard 2.
• Initially filters are in hidden state. If you click on show filters icon the filters need to
open. When you click on hide filters icon the filters should hide back.

• Apply filter actions keeping bar chart, donut chart and Top 5 bar chart as source and
all the worksheets as target.

• Make sure to show top 5 products w.r.t. sum of sales every time irrespective of any
filter action values you select or any dropdown filter values you select.
• On the click of Detail Report tab, the dashboard 2 should open and on the click of
Sales Analytics tab, dashboard 1 should open. Use appropriate tooltips.

• You can find the dashboard logo and filters logo attached below.

• Dashboard logo:

• Show Filters Icon:

• Hide Filt

Dashboard 1 (Sales Analytics):


Dashboard 2 (Detail Report):
19) Use Netflix dataset and find out country wise shows and total cost for each country. Show
the stacked bar chart for the same as shown in below image.

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