[Solved] Lab 2

Assignment Prompt & Instructions

– ## global_superstore.zip – ## Tableau-BI-lab.pdf – lab2.pdf **## global_superstore.zip** ## Global Superstore.xls **## Tableau-BI-lab.pdf** Data Visualization with Tableau Lab Source: datixinc.com Outline • Motivation for Data visualization • What is Tableau? • Tableau Hands-on Lab • Lab Submission Motivation • Data storytelling is a valuable skill. • Need tools to transform data to visuals (e.g. chart, graphs, etc.). • Existing tools (MS Excel) are not seamless. Too many gaps in between dataset and the visuals. • Silos exist between data producers and data consumers. What is Tableau? • MS Excel ‘on steroid’ • A data visualization software – allows you to visualize your data instantaneously. • Connects to many data sources. • Reads data and suggests visual displays. • It integrates story-telling. • Publish to any outlets. Outline 1. Lab Setup. 2. Start Tableau and connect to data source. 3. Sheet 1: Show sales quantity by market. 4. Sheet 2: Show global sales. 5. Sheet 3: Show sales by categories/sub-categories. 6. Build a dashboard. 7. Build a story. 8. Lab submission. Lab Setup 1. Install Tableau (if needed). See instructions on canvas. 2. Lab instructions (Tableau-lab.pdf) 3. Create a new folder (tableau-lab) on desktop 4. Download dataset (global_superstore.zip) and extract into ‘tableau-lab’ folder. 6 Start Tableau & connect to dataset Connect to ‘Excel’ file and select ‘global_superstore’ Basic Navigation New Worksheet New Dashboard New Story Drag ‘Orders’ from left to right to work on its data Explore Sales Quantity by market • Click on ‘Sheet 1’ tab • In Column (drag and drop) From dimensions – market From measures – quantity • In Row (drag and drop) From dimensions – segment, category • Right click – ‘sheet 1’, rename it to ‘Sales Quantity by Market’ Sheet 1 Sales Quantity by Market Sheet 1 For better visual representation, • Drag and drop ‘market’ on ‘Color’ Sheet 1 Add Filtering • Drag and drop ‘Category’ in ‘Filters’ Sheet 1 Explore Global Sales • Click on new worksheet and rename it to ‘Global Sales’ • For Column – select ‘Longitude (generated)’ from Measures • For Row – Drag and drop ‘Latitude (generated)’ from Measures Sheet 2 • Drag and drop ‘Profit’ on color to show different range using different colors • Drag and drop ‘Country’ and ‘State’ to show them marked • Drag and drop ‘Sales’ on Size and apply different size to see visual representation on mapSheet 2 • Drag and drop ‘Category’ in ‘filters’ then click on ‘Show Filter’ Sheet 2 Explore Sales by Category/Sub-category • Create new Sheet and rename it to ‘Sales by Category’ • For Column – drag and drop ‘category’ and ‘subcategory’ from dimensions • For Row – ‘Sales’ from measure • Drag and drop ‘ Profit’ on color for better visual representation Sheet 3 • Drag and drop ‘Category’ in ‘filters’ and ‘Show Filter’ Sheet 3 To create a dashboard • Create new dashboard • Drag and drop Sales by category (top) Global Sales (bottom left) Sales Quantity by Market (bottom right) Dashboard Dashboard Apply filter to all • Find the Filter pop-up • Click on the tiny dropdown arrow (upper right) • Select ‘Apply to Worksheets’ • Then select ‘All Using this data source’ • Discuss filter results Dashboard Add a story • Create a new story • Select worksheets Story Insert comments as needed Story Lab Submission • Save the Tableau File. • Answer the following in a Word document: – What are some questions that come into mind as you create these worksheets? – What insights can you gain from these questions? – How can Tableau bridge the gap between decision makers (e.g. CEO) and the IT team? • Zip into one file and submit on canvas. 24 END – Slide Number 1 – Outline – Motivation – What is Tableau? – Outline – Lab Setup – Start Tableau & connect to dataset – Basic Navigation – Drag ‘Orders’ from left to right to work on its data – Explore Sales Quantity by market – Sales Quantity by Market – For better visual representation, – Add Filtering – Explore Global Sales – Slide Number 15 – Slide Number 16 – Explore Sales by Category/Sub-category – Slide Number 18 – To create a dashboard – Slide Number 20 – Apply filter to all – Add a story – Insert comments as needed – Lab Submission – END **lab2.pdf** This file is too large to display. [View in new window](https://www.sweetstudy.com/files/lab2-pdf-9742443) **lab2.pdf** This file is too large to display. [View in new window](https://www.sweetstudy.com/files/lab2-pdf-9742443) **## global_superstore.zip** ## Global Superstore.xls **## Tableau-BI-lab.pdf** Data Visualization with Tableau Lab Source: datixinc.com Outline • Motivation for Data visualization • What is Tableau? • Tableau Hands-on Lab • Lab Submission Motivation • Data storytelling is a valuable skill. • Need tools to transform data to visuals (e.g. chart, graphs, etc.). • Existing tools (MS Excel) are not seamless. Too many gaps in between dataset and the visuals. • Silos exist between data producers and data consumers. What is Tableau? • MS Excel ‘on steroid’ • A data visualization software – allows you to visualize your data instantaneously. • Connects to many data sources. • Reads data and suggests visual displays. • It integrates story-telling. • Publish to any outlets. Outline 1. Lab Setup. 2. Start Tableau and connect to data source. 3. Sheet 1: Show sales quantity by market. 4. Sheet 2: Show global sales. 5. Sheet 3: Show sales by categories/sub-categories. 6. Build a dashboard. 7. Build a story. 8. Lab submission. Lab Setup 1. Install Tableau (if needed). See instructions on canvas. 2. Lab instructions (Tableau-lab.pdf) 3. Create a new folder (tableau-lab) on desktop 4. Download dataset (global_superstore.zip) and extract into ‘tableau-lab’ folder. 6 Start Tableau & connect to dataset Connect to ‘Excel’ file and select ‘global_superstore’ Basic Navigation New Worksheet New Dashboard New Story Drag ‘Orders’ from left to right to work on its data Explore Sales Quantity by market • Click on ‘Sheet 1’ tab • In Column (drag and drop) From dimensions – market From measures – quantity • In Row (drag and drop) From dimensions – segment, category • Right click – ‘sheet 1’, rename it to ‘Sales Quantity by Market’ Sheet 1 Sales Quantity by Market Sheet 1 For better visual representation, • Drag and drop ‘market’ on ‘Color’ Sheet 1 Add Filtering • Drag and drop ‘Category’ in ‘Filters’ Sheet 1 Explore Global Sales • Click on new worksheet and rename it to ‘Global Sales’ • For Column – select ‘Longitude (generated)’ from Measures • For Row – Drag and drop ‘Latitude (generated)’ from Measures Sheet 2 • Drag and drop ‘Profit’ on color to show different range using different colors • Drag and drop ‘Country’ and ‘State’ to show them marked • Drag and drop ‘Sales’ on Size and apply different size to see visual representation on mapSheet 2 • Drag and drop ‘Category’ in ‘filters’ then click on ‘Show Filter’ Sheet 2 Explore Sales by Category/Sub-category • Create new Sheet and rename it to ‘Sales by Category’ • For Column – drag and drop ‘category’ and ‘subcategory’ from dimensions • For Row – ‘Sales’ from measure • Drag and drop ‘ Profit’ on color for better visual representation Sheet 3 • Drag and drop ‘Category’ in ‘filters’ and ‘Show Filter’ Sheet 3 To create a dashboard • Create new dashboard • Drag and drop Sales by category (top) Global Sales (bottom left) Sales Quantity by Market (bottom right) Dashboard Dashboard Apply filter to all • Find the Filter pop-up • Click on the tiny dropdown arrow (upper right) • Select ‘Apply to Worksheets’ • Then select ‘All Using this data source’ • Discuss filter results Dashboard Add a story • Create a new story • Select worksheets Story Insert comments as needed Story Lab Submission • Save the Tableau File. • Answer the following in a Word document: – What are some questions that come into mind as you create these worksheets? – What insights can you gain from these questions? – How can Tableau bridge the gap between decision makers (e.g. CEO) and the IT team? • Zip into one file and submit on canvas. 24 END – Slide Number 1 – Outline – Motivation – What is Tableau? – Outline – Lab Setup – Start Tableau & connect to dataset – Basic Navigation – Drag ‘Orders’ from left to right to work on its data – Explore Sales Quantity by market – Sales Quantity by Market – For better visual representation, – Add Filtering – Explore Global Sales – Slide Number 15 – Slide Number 16 – Explore Sales by Category/Sub-category – Slide Number 18 – To create a dashboard – Slide Number 20 – Apply filter to all – Add a story – Insert comments as needed – Lab Submission – END **lab2.pdf** This file is too large to display. [View in new window](https://www.sweetstudy.com/files/lab2-pdf-9742443) **## global_superstore.zip** ## Global Superstore.xls **## Tableau-BI-lab.pdf** Data Visualization with Tableau Lab Source: datixinc.com Outline • Motivation for Data visualization • What is Tableau? • Tableau Hands-on Lab • Lab Submission Motivation • Data storytelling is a valuable skill. • Need tools to transform data to visuals (e.g. chart, graphs, etc.). • Existing tools (MS Excel) are not seamless. Too many gaps in between dataset and the visuals. • Silos exist between data producers and data consumers. What is Tableau? • MS Excel ‘on steroid’ • A data visualization software – allows you to visualize your data instantaneously. • Connects to many data sources. • Reads data and suggests visual displays. • It integrates story-telling. • Publish to any outlets. Outline 1. Lab Setup. 2. Start Tableau and connect to data source. 3. Sheet 1: Show sales quantity by market. 4. Sheet 2: Show global sales. 5. Sheet 3: Show sales by categories/sub-categories. 6. Build a dashboard. 7. Build a story. 8. Lab submission. Lab Setup 1. Install Tableau (if needed). See instructions on canvas. 2. Lab instructions (Tableau-lab.pdf) 3. Create a new folder (tableau-lab) on desktop 4. Download dataset (global_superstore.zip) and extract into ‘tableau-lab’ folder. 6 Start Tableau & connect to dataset Connect to ‘Excel’ file and select ‘global_superstore’ Basic Navigation New Worksheet New Dashboard New Story Drag ‘Orders’ from left to right to work on its data Explore Sales Quantity by market • Click on ‘Sheet 1’ tab • In Column (drag and drop) From dimensions – market From measures – quantity • In Row (drag and drop) From dimensions – segment, category • Right click – ‘sheet 1’, rename it to ‘Sales Quantity by Market’ Sheet 1 Sales Quantity by Market Sheet 1 For better visual representation, • Drag and drop ‘market’ on ‘Color’ Sheet 1 Add Filtering • Drag and drop ‘Category’ in ‘Filters’ Sheet 1 Explore Global Sales • Click on new worksheet and rename it to ‘Global Sales’ • For Column – select ‘Longitude (generated)’ from Measures • For Row – Drag and drop ‘Latitude (generated)’ from Measures Sheet 2 • Drag and drop ‘Profit’ on color to show different range using different colors • Drag and drop ‘Country’ and ‘State’ to show them marked • Drag and drop ‘Sales’ on Size and apply different size to see visual representation on mapSheet 2 • Drag and drop ‘Category’ in ‘filters’ then click on ‘Show Filter’ Sheet 2 Explore Sales by Category/Sub-category • Create new Sheet and rename it to ‘Sales by Category’ • For Column – drag and drop ‘category’ and ‘subcategory’ from dimensions • For Row – ‘Sales’ from measure • Drag and drop ‘ Profit’ on color for better visual representation Sheet 3 • Drag and drop ‘Category’ in ‘filters’ and ‘Show Filter’ Sheet 3 To create a dashboard • Create new dashboard • Drag and drop Sales by category (top) Global Sales (bottom left) Sales Quantity by Market (bottom right) Dashboard Dashboard Apply filter to all • Find the Filter pop-up • Click on the tiny dropdown arrow (upper right) • Select ‘Apply to Worksheets’ • Then select ‘All Using this data source’ • Discuss filter results Dashboard Add a story • Create a new story • Select worksheets Story Insert comments as needed Story Lab Submission • Save the Tableau File. • Answer the following in a Word document: – What are some questions that come into mind as you create these worksheets? – What insights can you gain from these questions? – How can Tableau bridge the gap between decision makers (e.g. CEO) and the IT team? • Zip into one file and submit on canvas. 24 END – Slide Number 1 – Outline – Motivation – What is Tableau? – Outline – Lab Setup – Start Tableau & connect to dataset – Basic Navigation – Drag ‘Orders’ from left to right to work on its data – Explore Sales Quantity by market – Sales Quantity by Market – For better visual representation, – Add Filtering – Explore Global Sales – Slide Number 15 – Slide Number 16 – Explore Sales by Category/Sub-category – Slide Number 18 – To create a dashboard – Slide Number 20 – Apply filter to all – Add a story – Insert comments as needed – Lab Submission – END **lab2.pdf** This file is too large to display. 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