Creating Data Views in Tableau: A Comprehensive Analysis Guide

BI&A, Spring 2022 Isenberg School of Management, UMass Amherst Page 1 of 13 Business Intelligence & Analytics C ASE S TUDY 9: D ATA V IEWS This assignment is to create a number of data views in Tableau Desktop and report your analytical findings based on the data views. Create data views in Tableau Desktop and report your analytical findings. Submit your answer sheet and Tableau workbook to the Blackboard Learn by 11:59PM on Friday, April 15 th . You will use the following Excel files for this assignment: Primary source: SuperStoreUS - Sales (2014-2017).xlsx Secondary source: SuperStoreUS- Target (2014-2017).xlsx PART 1: S HIPMENT A NALYSIS Data View 1 D1a: Use Snipping Tool to take a screenshot of your data view, and then copy and paste it to your answer sheet.

BI&A, Spring 2022 Isenberg School of Management, UMass Amherst Page 2 of 13 Q1a: Which of the regions had the highest percentage of the total orders that were delayed? Which of the regions had the highest number of orders that were delayed? Explain your conclusion based on the data view. East (27.62%) had the highest percentage of the total orders that were delayed. West (429) had the highest number of orders that were delayed. Both these values were higher compared to the other regions.

BI&A, Spring 2022 Isenberg School of Management, UMass Amherst Page 3 of 13 Q1b: Which of the regions had the best shipment records? How is the region different from the other three region in terms of the number of orders processed? Explain your conclusion based on the data view. South had the best shipment records as they had the lowest percentage of late shipments (25.43%) and the highest percentage of early shipments(50%) which clearly better than the 3 other regions. South did have significantly less numbers of orders processes compared to the other three regions. Data View 2 D2a: Use Snipping Tool to take a screenshot of your data view, and then copy and paste it to your answer sheet.

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BI&A, Spring 2022 Isenberg School of Management, UMass Amherst Page 4 of 13 Q2a: Is there a particular shipping method that you would recommend customers of SuperStoreUS to use more frequently? Is there any shipping method that you would NOT recommend them to use? Explain your conclusion based on the dashboard. I would recommend Same Day shipping for customers of SuperStoreUS to use more frequently as it has the least variability and is on time around 95% of the time. I would not recommend customers of SuperStoreUS to use First Class as it has high variability and also ships late very often.

BI&A, Spring 2022 Isenberg School of Management, UMass Amherst Page 5 of 13 PART 2: S ALES P ERFORMANCE M ONITORING & F ORECASTING Data View 3 D3a: Use Snipping Tool to take a screenshot of your data view, and then copy and paste it to your answer sheet.

BI&A, Spring 2022 Isenberg School of Management, UMass Amherst Page 6 of 13 Q3a: Are there any product categories or customer segments that can have higher sales targets? Explain your conclusion based on the data view. All regions can have higher sales target as they are all exceeding the target right now especially in the Consumer category where they are exceeding targets by a decent margin. Data View 4 D4a: Use Snipping Tool to take a screenshot of your data view, and then copy and paste it to your answer sheet.

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BI&A, Spring 2022 Isenberg School of Management, UMass Amherst Page 7 of 13 Q4b. Do the four regions have the similar or different forecast trends? Explain your conclusion based on the data view. South and Central region have an extremely similar forecast trend where it stays stable at around 13K The East and West region are quite different from the former two where they vary by season and peak around 50K.

BI&A, Spring 2022 Isenberg School of Management, UMass Amherst Page 8 of 13 PART 3: C USTOMER A NALYSIS Data View 5 D5a: Use Snipping Tool to take a screenshot of your data view, and then copy and paste it to your answer sheet.

BI&A, Spring 2022 Isenberg School of Management, UMass Amherst Page 9 of 13

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BI&A, Spring 2022 Isenberg School of Management, UMass Amherst Page 10 of 13 The question did not ask to apply a filter before the screenshot however the images showed the furniture filter selected. I asked Zoe which image I should upload, and she recommended uploading both. The image above has no filter selected while the on below has furniture selected as a filter.

BI&A, Spring 2022 Isenberg School of Management, UMass Amherst Page 11 of 13 Q5a. Use the Segment filter to find out which of the customers in each segment have had high sales but negative profit ratios. Report the customer name(s), their average discount rates and profit per order. Are there any common characteristics among those customers? Explain your conclusion based on the data view. Consumer segment the customer name : Becky martin, average discount rate: .20, profit per order: -659 the customer name : Cindy Stewart, average discount rate: .30, profit per order: -3199 the customer name : John Lee, average discount rate: .4667, profit per order: -92 Corporate Segment the customer name : Grant Thornton, average discount rate: .50, profit per order: -3840 the customer name : Sean Braxton, average discount rate: .1833, profit per order: -748 Home office Segment the customer name : Sean Miller , average discount rate: .40, profit per order: -912 All these customers have a negative profit per order and a significantly high average discount rate compared to other customer ( many of which offer no discount )

BI&A, Spring 2022 Isenberg School of Management, UMass Amherst Page 12 of 13 Data View 6 D6a. Use Snipping Tool to take a screenshot of your dashboard, and then copy and paste it to your answer sheet.

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BI&A, Spring 2022 Isenberg School of Management, UMass Amherst Page 13 of 13 Q6a. Use the filters YEAR (Order Date) to find out if the relationship between sales and profit is consistent in each year. Explain your conclusion based on the data view. The relationship has a positive correlation all four years, but the correlation is stronger in 2014 and 2016 than it is in 2015 and 2017. So, all though the strength of the relationship is not consistent, there is a consistently positive correlation between sales and profit. Q6b. Use the filter YEAR (Order Date) and Category to find out 1) if each category shows the same relationship between sales and profit in 2015; and 2) if the pattern continued in 2016. Explain your conclusion based on the data view. In 2015 furniture has slightly weak positive relationship between profit and sales whereas Office supplies and Technology have a stronger positive relationship. The pattern continues in 2016. We can see this based on how close the data points are for Office Supplies and Technology as opposed to furniture. This means high sales usually indicates high profit for Office supplies and Technology but not necessarily for furniture.

CS9-Data Views (Tableau)- Answer Sheet

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