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School
Yale University *
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Course
MISC
Subject
Industrial Engineering
Date
Nov 24, 2024
Type
docx
Pages
7
Uploaded by ogwenogatamu
Getting Started
There are two starter files for this exam. Open the Part 1 starter file
and save it to your desktop as
LastName_Part 1.twbx
. For each
visualization, give the worksheet the same name as the title displayed in
the screen shots.
When you have completed Part 1, open the starter file for Part 2 and
save it to your desktop as
LastName_Part 2.twbx
.
Click here to download starter files
Part I
Top 3 Sub-Categories
Top 3 Sub-Categories
1.
Create a combined field using
Market
and
Sub-Category
. Use the field to
create a horizontal bar chart that displays the top 3
Sub-
categories
by
Sales
within each
Market.
2.
Sort the chart in descending order by
Sales
. Display rank on label.
op N Countries
1.
Create a parameter named
Top N
. This parameter should create a control
that will display integers within a range of 5 to 20 in increments of 5.
2.
Create a set called
Top N Countries
that uses the parameter to identify
the top countries by the sum of
Profit
.
3.
Create a horizontal bar chart that displays
Sales
for the members of
the
Top N Countries
set. Sort the chart in descending order.
4.
Show the parameter control so end users can modify the number of
countries displayed.
Select Measures
1.
Create a parameter named
Select Measure.
The data type should only
allow whole numbers. You can set the current value to 1. The list of
allowable values should be as follows:
a.
1 - Should display as "Sum of Profit"
b.
2 - Should display as "Sum of Sales"
c.
3 - Should display as "Profit Ratio"
2.
Create a calculated field named
Measures
that will perform the
appropriate calculation based upon a parameter value selection.
3.
Use the calculated field to create a horizontal bar chart that will display
the chosen measure broken down by
Order Priority
. Show the
parameter control.
Select Dimensions
1.
Create a parameter named
Select Dimensions
that displays a list of
string values. The values should be
Order Priority
,
Ship Mode
,
and
Category
.
2.
Create a calculated field named
Dimensions
that uses an appropriate
function (IF or CASE) to display the string values in the parameter.
3.
Create a continuous line chart that displays the
Sales
for each month
(based on
Order Date
) in the dataset. Put the
Dimensions
calculated
field on color. Assign the Color Blind palette to the legend.
4.
Show the parameter control so that end users can change which
dimension is used to color the line graph.
Category Sales
1.
Create a horizontal bar chart that shows
Sales
for
each
Category
and
Sub-Category.
2.
Create a calculated field named
Category Sales
that uses a level of
detail expression to calculate the sum of
Sales
for each category in the
view (HINT: the calculation needs to exclude
Sub-Category
). Set the
default properties for the field to Custom Currency, zero decimal places,
thousands units.
3.
Format the axis as demonstrated.
4.
Place
Category Sales
on tooltip. Edit the tooltip to read as
demonstrated.
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of Products per Order
1.
Create a calculated field named
# of Products Per Order
that uses a
level of detail expression to calculate the number of distinct
Product
ID’s
associated with each
Order ID
(HINT: Use the FIXED scoping
keyword).
2.
Use the field to create a column chart like the one below that displays a
distinct count of the number of
Order ID’s
that contain a given
# of
Products per Order
(HINT: Building this view will require converting
the
# of Products per Order
field from a measure to a dimension and
will also require making edits to the marks card to display the values as
shown).
3.
Display the distinct count of
Order ID’s
on label.
This completes Part 1 of the exam.
Save and close this file. Perform all remaining work in the starter file
provided for Part 2.
Part II
Sales by Market & Segment
1.
Edit the tooltip for the Sales by Market & Segment chart to read as
demonstrated.
2.
Change the format of the Year of Order Date filter to multiple values
dropdown. Change the format of the Category filter to single value
dropdown.
Dashboard Instructions
Dashboard Instructions
Insert a new dashboard named
Superstore Market/Segment Analysis
into the
workbook. Show the title on the dashboard. The layout of the dashboard should
mirror the one provided on the
Example
dashboard as closely as possible. In
addition to matching the layout, your dashboard should have the following
functionality:
1.
Apply the Year of Order Date and Category filters to all objects on the
dashboard. Edit their titles to read as demonstrated.
2.
Edit the title of the
Sales by Market & Segment
chart to include a
dynamic field that displays the Category if the dashboard is filtered to a
particular Category.
3.
Use the
Sales by Market & Segment
chart as a filter for the entire
dashboard. Update the title to include instructions reflecting this
functionality.
4.
Edit the instructions for the Segment legend to read as demonstrated.
Create a dashboard highlight action that will highlight a given customer Segment based upon
an end user hovering over any one of the segments in any view on the dashboard.
Dashboard Example
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