University of South Florida Tableau 2 Data Analysis and Video Transcript Homework Please follow the instructions attached below to create the files require

University of South Florida Tableau 2 Data Analysis and Video Transcript Homework Please follow the instructions attached below to create the files required. Please message me if you have any questions. Since I’m going to do a video explaining the project. I attached a sample of a video that someone is explaining it. So I need the same explanation of how you did it in a word so I could explain it in the video step by step please. Also keep the video as an example of the project. https://www.youtube.com/watch?v=UQp6Cq4S4CU&feature=youtu.be Tableau 2 Assignment
ISM3011
•
If you didn’t complete the Tableau 1 project, please consider doing that tutorial so you know how Tableau works. At
a minimum, refer to the Tableau 1 project instructions to download and register for the Tableau software. See the
Tableau 1 assignment or the Tableau Overview page in the Modules area on Canvas.
•
Download the project data file (Tableau 2 Data U20.xlsx) from the Tableau 2 assignment.
•
The scenario for this assignment is that you are evaluating sales for various product lines. One good way to start is to
use Excel filtering to check out what is in each field. For example, if you turn filters on and then filter on year, you can
see how many years the data spans, or the types of products or states where product is sold. You can also use pivot
tables. Getting an overview with Excel can be helpful. Then you’ll analyze the data with Tableau to see what sales /
marketing recommendations you can make for the future, given several years’ data. Page 3 of these instructions has
notes on analyzing data.
•
Data / Prep
• Import the data: Open Tableau, go to the Connect pane (left) and click on Microsoft Excel
and browse to the data file and click ‘Open’
• Open a blank sheet and set the field properties,
For any geographic fields, right click the name (Region, for example), select
‘geographical role and then select country / region.
NOTE: Keep the geographical roles of fields State and State Abbrev as State/Province.
o For currency fields, right click each field, select ‘Default Properties’, then ‘Number
Format’ and select ‘Currency (Standard)’.
o For percentage fields, do the same but select percentage with 1 decimal place.
• You can now start analyzing the data. The last page of this document has guidelines and tips to get you started. A
few additional suggestions: with this data, some things to investigate might be states or regions with high sales
(what is selling?), those with low sales (what isn’t selling?), states in a region and what seems to be similar in terms
of sales. Any outliers you see, drill down and see what is causing the variation in sales.
Deliverables:
1) Tableau Workbook Analysis (worth 60 points)
Save your Tableau workbook as a Tableau Packaged Workbook (.twbx). USE ‘SAVE AS’. Name it your
lastname_Tableau2.twbx. See the Tableau 1 instructions for more on this saving workbooks correctly.
Your tableau workbook should include:
1) The Data
2) At least 4 worksheets / visualizations (3 different formats, at least one map). Include filters, colors, and labels
in your charts.
3) At least 1 interactive dashboard (made up of at least 2 visualizations)
4) One story made up of at least 5 panes – all worksheets / visualizations and your dashboard(s).
5) Comments on each story pane briefly explain what you are showing
For notes on how to analyze the data, see the last page of these instructions: “Analyzing Data – Tableau 2.pdf”
2) Word Documentation (worth 25 points)
– Name your Word document yourname_Tableau2.docx. Include
the following sections:
Part 1) The Data – A paragraph describing the data – what’s included in the columns and rows and how you
approached the analysis of this data. This should include: 1) what you did to initially analyze the data, 2) how
the initial data analysis influenced the types of visualizations you included, 3) any problems you had and 4) any
changes in your thoughts about the data as you worked through the project.
Part 2) Workbook Sheets – Screenshots of the (at least) 4 sheets that you’ve created. Do not use cell phone
pictures. Below each screenshot, include a detailed paragraph (more than a few sentences) describing: 1)
what you are showing AND what you learned about your data from the visualization, 2) what led to this
visualization and 3) the relevance / importance in relationship to the data. Also include 4) why you chose the
particular visualization format and 5) a response to the question, “Why is this analytic / visualization
meaningful?”
Part 3) Workbook Dashboard – Include a screenshot (not a cell phone picture) of at least 1 dashboard and below
the dashboard a detailed paragraph describing: 1) what the components you included & how the interaction
works, 2) why you included them and 3) what’s the point of this collection of sheets – why did you include
them together, what’s do they show as a group?
Part 4) The Story – You don’t need a screenshot of each pane in your story. But 1) Describe a narrative of how
your worksheets and dashboard(s) tell your analysis ‘story’. 2) Include the points you are making by including
them in the ‘story’ and 3) your specific recommendations to improve sales / profits going forward.
Part 5) Conclusions – A paragraph describing what you learned about Tableau. Include skills learned and obstacles
overcome.
3) YouTube Video (worth 15 points)
Create a short video (5 minutes at a minimum and no phone videos) that includes:
1. You! Introduce yourself, using your laptop camera to record yourself* (your face!) so you are included in the video.
2. Switch your video to your desktop* and with your Tableau file open, walk through your Tableau project, describing:
a) The data
b) Each of your 4 (or more) worksheets / visualizations, explaining why each analytic is meaningful
c) Your dashboard(s) – what is included and why you included these visualizations. Your dashboard should be
interactive, so demonstrate this.
d) Your analysis ‘story’ – what all of your analysis shows, the conclusions and your recommendations
e) What you learned about Tableau and your data
(Use your Word document above to guide your video script.)
3. Upload your video to YouTube as an unlisted video and test your URL / link.
Information on video software, uploading to YouTube and Tableau/Video/YouTube help sessions can be found at the
“Tableau Projects and Citizen Data Science Certificate” document, found in our Tableau Overview page (modules area).
*If you are using software that records your desktop and records you at the same time (in a small inset window), you can
do your introduction in this format.
Submitting your Deliverables – READ THIS CAREFULLY – follow all steps
1. Upload to the Tableau 2 Canvas Assignment. This should include:
1) your Tableau Packaged Workbook, ‘saved as’ a Tableau Packaged Workbook .twbx (or we won’t be able to
grade it. Named correctly.
2) your Word document, named correctly.
3) and the URL to your video story (add this to the comment area of your submission)
2. Complete the Citizen Data Science Certificate Survey (another assignment on Canvas). You’ll just enter your name
and the URL to your YouTube video. Just the URL, no comments please. Something like http://youtube…. You won’t
get credit towards the Citizen Data Science Certificate unless you complete the project fully and complete this survey.
3. ALSO submit another copy of your Word document to the Canvas assignment called, ‘Tableau 2 TurnItIn Submission’.
Your Word document must be submitted to both assignment areas to be graded.
Tableau is being used in many businesses so be sure to include Tableau, Access and Excel in your resume when mentioning
analytics.
Analyzing Data & Tips / Notes (next page) – Tableau 2
How do I get started? Using the Tutorial (Tableau 1) as a guide, you can follow a very similar process:
1. Look at the source data to get an idea of what it’s all about (you can do this either in Tableau or look at it in Excel).
If you are using Excel, you can do some filtering or pivot tables to see what is in each field – looking for any outliers
or interesting trends. Some things you might want to look at are:
▪ Dates, any spikes or dips in sales, which brands / departments, which states or regions, profits
▪ Cities, states or regions, what sells, how much in sales and/or profit
▪ Brands or departments – what sells best in which states or regions, at which times, etc.
2. In Tableau, create an initial broad visualization (sheet #1) and again, notice some outliers or some trends that may
be interesting
3. Create sheet #2 to further explore either the outlier(s) or the trends. For example, depending on your data, this
could lead to geographic questions, questions relating to years, specific products, departments, etc. You can do
this by duplicating sheet 1 and filtering / drilling down.
4. Create sheet 3 to explore the questions in sheet 2 in more detail – by filtering again and /or showing some different
attributes (fields) and using a different visualization format. This will lead to more questions about the trend /
outliers that you can further drill down to analyze
5. Sheet 4 (or more) will let you keep looking at the data in more detail until you figure out what triggered the outlier
or is most responsible for the trend. Depending on your data, this could be product sales in a specific region or by a
specific product or department.
6. When you have figured this out – come up with one or more recommendations. Depending on your data, it could
be something like – don’t sell xxx in this state, or this was a bad month for product xxx in state yyy, but they
recovered, or… whatever you discover. Create a dashboard or two to illustrate this.
7. Then go back and create a story with your sheets and dashboard(s), be sure to include all of the required Tableau
features (see the instructions on this) .
TIPS / Notes
•
Take advantage of FILTERING. To do this, select the data type you want to filter
and drag it to the filter ‘box’
o For example: drag the ‘Sales Date’ to the Filter box >> double click
‘Months’ >> and try selecting the months you want or select ‘All’
o
•
Then you can also right click the ‘Month…’ label in the filters box and
select ‘Show Filter’ and the checklist will show up on the right and you
can select months that way.
You can do similar filtering with other fields.
Country
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
Region
Central
East
East
East
East
East
East
East
East
East
East
East
East
East
East
West
West
West
West
West
West
West
West
South
South
South
South
South
South
South
South
South
Central
Central
Central
East
East
East
East
Central
Central
Central
Central
Central
Central
Central
State
Texas
Ohio
Ohio
Ohio
Ohio
Ohio
Ohio
Ohio
Ohio
Ohio
Ohio
Ohio
Ohio
Ohio
Ohio
New Mexico
New Mexico
New Mexico
New Mexico
New Mexico
New Mexico
New Mexico
New Mexico
Virginia
Virginia
Virginia
Virginia
Virginia
Virginia
Virginia
Virginia
Virginia
Texas
Texas
Texas
Pennsylvania
Pennsylvania
Pennsylvania
Pennsylvania
Texas
Texas
Texas
Texas
Texas
Texas
Texas
Zip Code
79605
44312
44312
44312
44312
44312
44312
44312
44312
44312
44312
44312
44312
44312
44312
87105
87105
87105
87105
87105
87105
87105
87105
22304
22304
22304
22304
22304
22304
22304
22304
22304
75002
75002
75002
18103
18103
18103
16602
79109
79109
79109
79109
79109
79109
79109
City
Abilene
Akron
Akron
Akron
Akron
Akron
Akron
Akron
Akron
Akron
Akron
Akron
Akron
Akron
Akron
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Allen
Allen
Allen
Allentown
Allentown
Allentown
Altoona
Amarillo
Amarillo
Amarillo
Amarillo
Amarillo
Amarillo
Amarillo
Sales Date
11/8/2018
6/1/2018
10/7/2018
1/22/2018
8/24/2018
8/24/2018
10/7/2018
8/24/2018
4/14/2018
4/6/2019
4/6/2019
2/7/2019
5/31/2019
4/6/2019
2/6/2019
8/18/2019
5/1/2018
8/18/2019
12/5/2018
5/22/2018
8/19/2019
1/20/2018
8/10/2018
12/20/2018
8/15/2018
1/26/2018
12/19/2018
1/26/2018
12/20/2019
12/19/2019
12/19/2019
12/19/2019
10/12/2018
3/7/2019
10/11/2018
12/18/2018
9/3/2019
12/18/2018
8/28/2018
4/9/2019
4/9/2019
9/20/2018
11/26/2018
1/24/2019
9/15/2019
2/6/2019
Department
Appliances
Appliances
Sofas
Sofas
Sofas
Sofas
Sofas
Sofas
Sofas
Sofas
Beds
Appliances
Beds
Sofas
Appliances
Appliances
Appliances
Appliances
Beds
Appliances
Appliances
Appliances
Appliances
Appliances
Sofas
Sofas
Sofas
Beds
Appliances
Sofas
Appliances
Appliances
Sofas
Beds
Beds
Appliances
Sofas
Appliances
Beds
Sofas
Sofas
Sofas
Appliances
Sofas
Appliances
Appliances
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
Central
West
West
West
West
West
West
West
West
West
West
West
West
West
West
West
West
West
West
East
East
East
Central
Central
Central
Central
West
South
South
South
South
South
South
West
West
West
West
West
West
Central
South
South
Central
Central
South
South
South
Texas
California
California
California
California
California
California
California
California
California
California
California
California
California
California
California
California
California
California
Massachusetts
Massachusetts
Massachusetts
Michigan
Michigan
Michigan
Michigan
California
Florida
Florida
Florida
Florida
Florida
Florida
California
California
California
California
California
California
Wisconsin
Virginia
Virginia
Texas
Texas
Virginia
Virginia
Virginia
79109
92804
92804
92804
92804
92804
92804
92804
92804
92804
92804
92804
92804
92804
92804
92804
92804
92804
92804
1810
1810
1810
48104
48104
48104
48104
94509
32712
32712
32712
32712
32712
32712
92307
92307
92307
92307
92307
92307
54915
22204
22204
76017
76017
22204
22204
22204
Amarillo
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Anaheim
Andover
Andover
Andover
Ann Arbor
Ann Arbor
Ann Arbor
Ann Arbor
Antioch
Apopka
Apopka
Apopka
Apopka
Apopka
Apopka
Apple Valley
Apple Valley
Apple Valley
Apple Valley
Apple Valley
Apple Valley
Appleton
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
5/8/2019
12/7/2018
1/13/2019
1/14/2019
1/11/2019
4/24/2019
6/20/2018
1/14/2019
4/25/2019
1/14/2019
4/25/2019
1/14/2019
4/25/2019
4/25/2019
8/11/2019
4/25/2019
5/19/2019
4/25/2019
4/25/2019
4/22/2019
4/22/2018
4/22/2019
3/18/2019
2/5/2019
2/5/2018
2/4/2019
4/20/2019
5/15/2019
5/15/2019
3/14/2018
3/10/2019
3/10/2019
3/14/2018
2/14/2018
2/14/2018
4/30/2019
4/6/2018
2/14/2018
4/7/2018
2/2/2018
1/31/2019
4/13/2019
4/11/2018
8/16/2018
1/30/2018
6/26/2019
1/31/2019
Appliances
Beds
Appliances
Sofas
Sofas
Beds
Sofas
Appliances
Beds
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Beds
Beds
Beds
Appliances
Beds
Beds
Appliances
Appliances
Sofas
Sofas
Beds
Sofas
Sofas
Appliances
Sofas
Sofas
Sofas
Beds
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Sofas
Beds
Sofas
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
South
South
South
South
South
Central
Central
South
South
Central
Central
Central
Central
South
South
South
Central
Central
South
South
Central
Central
Central
Central
South
South
Central
Central
South
South
South
Central
Central
Central
South
West
West
West
West
South
South
South
South
South
South
South
South
Virginia
Virginia
Virginia
Virginia
Virginia
Texas
Texas
Virginia
Virginia
Texas
Texas
Texas
Texas
Virginia
Virginia
Virginia
Texas
Texas
Virginia
Virginia
Texas
Texas
Texas
Texas
Virginia
Virginia
Texas
Texas
Virginia
Virginia
Virginia
Texas
Texas
Texas
Virginia
Colorado
Colorado
Colorado
Colorado
North Carolina
North Carolina
North Carolina
Georgia
Georgia
Georgia
Georgia
Georgia
22204
22204
22204
22204
22204
76017
76017
22204
22204
76017
76017
76017
76017
22204
22204
22204
76017
76017
22204
22204
76017
76017
76017
76017
22204
22204
76017
76017
22204
22204
22204
76017
76017
76017
22204
80004
80004
80004
80004
28806
28806
28806
30605
30605
30605
30605
30605
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arvada
Arvada
Arvada
Arvada
Asheville
Asheville
Asheville
Athens
Athens
Athens
Athens
Athens
1/19/2019
1/30/2018
4/13/2019
3/20/2019
1/24/2019
6/10/2018
4/11/2018
11/9/2018
2/10/2019
5/8/2018
6/13/2018
12/20/2018
12/22/2018
4/1/2019
4/13/2019
5/16/2019
5/1/2019
4/11/2018
9/8/2018
1/24/2019
6/9/2018
6/13/2018
4/11/2018
6/12/2018
11/8/2018
11/9/2018
6/11/2018
4/11/2018
2/2/2018
2/2/2018
11/8/2018
9/15/2019
6/11/2018
6/12/2018
5/23/2019
12/17/2018
12/11/2019
12/16/2018
12/16/2018
9/30/2018
5/17/2019
9/20/2018
10/27/2018
5/18/2019
1/25/2018
9/4/2018
1/24/2018
Sofas
Beds
Beds
Appliances
Beds
Sofas
Appliances
Appliances
Appliances
Beds
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Beds
Appliances
Sofas
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Appliances
Sofas
Appliances
Appliances
Appliances
Appliances
Beds
Sofas
Appliances
Beds
Sofas
Appliances
Appliances
Sofas
Sofas
Sofas
Appliances
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
United States
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
South
East
West
East
South
East
South
East
East
South
East
East
East
South
West
West
Central
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georgia
Georg…
Purchase answer to see full
attachment