Trends, Forecasting, and Visualizing Qualitative Data


The CEO has asked you to create a stakeholder report of the company’s overall health. Assemble the charts, graphs, interactive dashboards, and story points to narrate the data, provide context, and illustrate outcomes. This assignment will be the third step in a progressive project. Open the Tableau (or Excel) workbook from Units 2 and 3. 

Note: Web resources should be reviewed prior to completing this assignment.

Create 4 dashboards: Overview, Products, Customers, and Shipping. Use Longitude for columns, Latitude for rows, and include the Order Date, Region, AGG (Profit Ratio), and Order Profitable? color code on AGG(Profit Ratio), and include the following:

1.Sales by Geographic Region: Create a map of sales by geographic region. 

2.Overview Dashboard: Add the map, the Sales by Product/Region worksheet created in Unit 2, and the Executive Overview – Profitability worksheet created in Unit 3 to the Overview Dashboard. 

3.Sales by Product Category: Create a highlight table (heat map) displaying the Sales by Product category. Include filters for region and order date and color code sales. Include the sales figures in the table, and also add the profit as a tool tip. Name the worksheet “Sales by Product Category.” 

4.Product Sales and Profits: Create a scatter plot for product sales details. The columns should include the sales by segment and rows should include category and subcategory. The details should include the product name, category, and sum of the profits for each subcategory. Color code the aggregate of the profit ratio: sum([Profit])/sum([Sales]). Name the worksheet “Sales and Profits by Name.” 

5.Products Dashboard: Add the Sales by Product Category heat map, Product Sales and Profits scatter plot, Product Category/Subcategory KPIs worksheet, and the Negative Profit chart created in Unit 2 to the Products Dashboard. 

6.Shipping Trends: Create an area chart for shipping trends. The columns will be the order date expanded to the week number, and the rows will be the sum of the number of records. Color code the ship status, and include filters for the year, quarter, ship mode, region, and order date. You will need to create several calculated fields, as follows: 

◦Days to Ship Actual: DATEDIFF(‘day’,[Order Date],[Ship Date]) 

◦Days to Ship Scheduled: ◾CASE [Ship Mode] 

◾WHEN “Immediate” THEN 0 

◾WHEN “Priority” THEN 1 

◾WHEN “Economy Plus” THEN 3 

◾WHEN “Economy” THEN 6 


◦Ship Status: ◾if [Days to Ship Actual]> [Days to Ship Scheduled] then “Shipped Late” elseIF [Days to Ship Actual]= [Days to Ship Scheduled] then “Shipped On Time” Else “Shipped Early” end 

7.Shipping Dashboard: Add the Shipping Trends worksheet to the Shipping Dashboard.

Submit your Tableau (.twb) or Excel workbook.

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