Downtown Office

Downtown Office Supply
Downtown Office supply is a small family owned store in a small suburb.  In order to maintain and grow the business the owners want to do some analysis to see how their sales are doing.  Management wants to see how the company did last year and make some decisions about what products to keep along with staffing for busy times of the year.
Instructions:  Use the excle spreadheet provided and import the data to Tableau.  Complete the tasks below.  Upon completion you will submit this word document with your screen shots attached along with your Tableau file  (.tbw).

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Open Tableau.
Import the excel file – Final_Orders_Clean.xlsx.
Create an innerjoin between market_fact table and the rest of the tables as shown below[ Hint: Drag and Drop the tables in the Data Source space]

Double check your join statements to make sure the correct primary key and foreign keys are in place. [HINT:  order_id and ord_id]

Click on “Goto Worksheet” at the bottom to insert a blank worksheet for your questions  For each question, take a screen shot of your visualization.  Be sure to save your Tableau file and upload the Tableau file along with a document including your screen shots.

10 points each

Management wants to see how much is spent in Shipping Costs across the different Product Categories and Sub Categories for each Ship Mode. Add a new sheet titled Q1. Required Components: 1) A table with the Product Categories and Sub Categories listed. 2) Shipping Costs for each Ship Mode. 3) Color the Shipping Costs based on the Product Subcategory.  Using the same data, create a circle views chart.  Do you see any outliers  What are they?

Management is eager to know the Average Sales and Average Discount across the Product Categories and Sub Categories, using a Bar Chart. Add a new sheet titled Q2.  Required Components: 1) A bar chart to represent the Average Sales. 2) Color the bar chart using Average Discount 3) Add labels to the bar chart representing average sales for each sub category.  Choose another visualization to display the data.  What is the difference?  Is one preferred over another?

Historically the company has provided discounts to their Top 10 customers in terms of Profit. Using Packed Bubbles, find the Top 10 customers.   Add a new sheet titled Q3. Required Components: 1.) Use packed bubbles to display your results.  2.) Cust id is represented by color.  3.) Add a filter to filter out the Top 10 customers based on Sum of Profit 4). Display the Cust id, sum of profit (in $) in the circle.

Management wants to see the proportion of the Product Base Margin across the 3 Product Categories.  Use a Pie Chart, display the split of the sum of Product Base Margin across the Categories. Add a new sheet titled Q4. Required Components: 1.) Use a Pie to display your results.  2.) The angle of the pie chart is dependent on the sum of Product base Margin.  3.) Label the sections of the Pie Chart with the Product Category and Sum of Product Base Margin.  4.) Change the font of the Product Base Margin as Bold and Red.

Management wants to compare product profit and sales by quarter. They want a quick view by each product sub category.  Choose the data visualization to best represent this.  Required Components: 1.) Use a visualization of your choice. 2.) Add labels for profit, sales, and product sub category. 3.) Add colors.