Tableau Analysis and Presentation - Operations Management
Please get to tableau software from below link. Its free!
Please see attached file.
1st document is about tableau and need to follow each steps to complete whole lession.
2nd document is .excel which is a part of the steps mentioned in 1st document
1. Open Tableau.
2. Open the Microsoft Excel Worksheet titled Car Sales.
3. Click on the Data Source Tab.
4. Take a screenshot of the Data Source Tab showing the data. Make sure to save ALL
screenshots on a separate Word Docx. The screenshots must be turned in also.
5. Click on Sheet 1.
6. Go to the Tables section on the left and drag & drop “Sales Rep” to the Columns area on
top.
7. Go to the Table section on the left and drag & drop “Units” to the Rows area on top.
8. Take a screenshot of Sheet 1 showing the Bar Chart.
9. At this point, who is the top Sales Rep? Approximately how many sales does this Rep
have?
10. Go to the Tables section on the left and drag & drop “Region” to the Columns area on top
so that it is placed before “Sales Rep.”
11. At this point, who are the top Sales Reps in each region?
12. Click on Sheet 1 and rename it Car Sales Data_yourname
13. Take a screenshot of the renamed sheet with your name and the Bar Chart.
14. Go to the Rows area on top click the drop-down box on SUM(Units) and click Remove.
15. Take a screenshot of the Data_yourname sheet with SUM(Units) removed.
16. Go to the Table section on the left and drag & drop “Unit Price” to the Rows area on top.
17. Take a screenshot of the Bar Graph with the Data_yourname sheet showing the sums of
each Sales Rep.
18. On the right of the screen under Show Me, click on Highlight Tables. This will convert
the Bar Graph to a table shows total sales.
19. Take a screenshot of the table showing total sales.
20. At this point, who is the top Sales Rep? What is the total of their sales?
21. Undo this action by clicking the back arrow under Data on top
22. In the middle of the screen under Marks, click on Color and choose a new color for your
Bar Chart.
23. Go to File at the top of the screen and click Export As PowerPoint. Keep “Include This
View” and click Export.
24. Save as CarSales Assignment_Yourname.
25. Write a 350-Word paper that explains to your boss about the data in this export. In this
write-up explain the following:
A. Sales Rep who sold the most units.
B. Total sales of the leading Sales Rep.
C. The top Sales Rep in each region will a 3\% bonus. The top Sales Rep in all regions
will get a 5\% bonus. Who are these Sales Reps and what are their bonuses?
D. The type of car that sold the most.
E. The type of car that sold the least.
F. The region with most units sold.
G. Most profitable region.
OfficeSupplies
SaleDate Region SalesRep Item Units Unit Price
4-Jul-2019 East Juan Equinox 9 23,800
6-Jul-2019 West Joel Traverse 8 29,800
12-Jul-2019 East Micah Bolt EV 8 32,620
15-Jul-2019 Central Michael Silverado 1500 9 34,600
16-Jul-2019 Central Daniel Trax 8 21,300
21-Jul-2019 Central Zane Equinox 6 23,800
29-Jul-2019 East April Bolt EV 10 32,620
1-Aug-2019 East April Blazer 5 28,800
7-Aug-2019 Central Matthew Equinox 6 23,800
15-Aug-2019 East Juan Silverado 1500 10 34,600
19-Aug-2020 West Betty Blazer 7 28,800
22-Aug-2019 Central Michael Traverse 9 29,800
24-Aug-2019 West Mark Express 34 32,500
1-Sep-2019 Central Valerie Silverado 3500HD 5 35,800
1-Sep-2019 West Mark Silverado 2500HD 9 34,600
10-Sep-2019 Central Daniel Silverado 1500 5 34,600
11-Sep-2019 East Micah Silverado 2500HD 6 34,600
11-Sep-2019 East Micah Colorado 7 21,300
18-Sep-2019 East Juan Equinox 5 23,800
27-Sep-2019 West Mark Camaro 9 25,000
5-Oct-2019 Central Zane Bolt EV 10 32,620
7-Oct-2019 East Juan Blazer 6 28,800
9-Oct-2019 East April Colorado 6 21,300
14-Oct-2019 West Joel Bolt EV 7 32,620
22-Oct-2019 East Juan Camaro 5 25,000
31-Oct-2019 West Betty Silverado 1500 8 34,600
8-Nov-2019 East April Camaro 9 25,000
17-Nov-2019 Central Michael Bolt EV 7 32,620
19-Nov-2019 Central Valerie Trax 9 21,300
19-Nov-2019 East April Impala 5 31,620
25-Nov-2019 Central Matthew Spark 10 13,400
4-Dec-2019 Central Michael Bolt EV 5 32,620
7-Dec-2019 West Joel Impala 6 31,620
12-Dec-2019 Central Valerie Silverado 1500 5 34,600
13-Dec-2019 West Joel Blazer 9 28,800
21-Dec-2019 West Betty Bolt EV 10 32,620
28-Dec-2019 East Micah Impala 6 31,620
29-Dec-2019 East April Spark 5 13,400
30-Dec-2019 Central Valerie Silverado 2500HD 5 34,600
31-Dec-2019 Central Valerie Suburban 5 51,700
6-Jan-2020 East Juan Silverado 1500 6 34,600
15-Jan-2020 Central Daniel Corvette 5 58,900
18-Jan-2020 West Mark Suburban 10 51,700
23-Jan-2020 Central Matthew Corvette 9 58,900
1-Feb-2020 Central Valerie Corvette 10 58,900
7-Feb-2020 Central Daniel Tahoe 10 49,900
9-Feb-2020 Central Michael Malibu 10 22,140
11-Feb-2020 West Betty Trax 7 21,300
18-Feb-2020 East Micah Corvette 5 58,900
19-Feb-2020 Central Zane Colorado 8 21,300
26-Feb-2020 Central Daniel Sonic 6 16,720
1-Mar-2020 Central Michael Traverse 7 29,800
7-Mar-2020 West Mark Corvette 7 58,900
15-Mar-2020 West Mark Malibu 10 22,140
24-Mar-2020 Central Michael Spark 5 13,400
30-Mar-2020 Central Valerie Suburban 5 51,700
1-Apr-2020 East Juan Corvette 10 58,900
4-Apr-2020 West Betty Tahoe 9 49,900
5-Apr-2020 Central Daniel Colorado 10 21,300
6-Apr-2020 Central Zane Colorado 6 21,300
10-Apr-2020 West Betty Malibu 8 22,140
18-Apr-2020 West Betty Malibu 5 22,140
27-Apr-2020 East Micah Sonic 5 16,720
5-May-2020 Central Michael Malibu 9 22,140
7-May-2020 Central Michael Tahoe 10 49,900
7-May-2020 East April Tahoe 8 49,900
14-May-2020 Central Daniel Malibu 6 22,140
22-May-2020 West Joel Malibu 10 22,140
31-May-2020 Central Daniel Corvette 7 58,900
8-Jun-2020 East Juan Corvette 9 58,900
17-Jun-2020 Central Matthew Silverado 3500HD 6 35,800
25-Jun-2020 Central Zane Malibu 8 22,140
27-Jun-2020 Central Valerie Suburban 9 51,700
28-Jun-2020 East Juan Trax 7 21,300
28-Jun-2020 West Mark Trax 10 21,300
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