USING TABLEAU IN BUSINESS
This case study introduces Tableau Business Analytics to use data visualization to analyze GBI sales data.
Data Visualization
The human visual system has evolved to be particularly good at recognizing patterns. Data visualization has become a standard analytical tool which capitalizes on the ability of humans to recognize patterns within massive quantities of multi-dimensional data generated by business information systems. Many scientific studies have led to the creation of visualization models that utilize human perception and cognition.
When the number of dimensions is small, we can use standard graphing techniques for visualization e.g. bar charts, line charts, histograms, pie charts and scatter plots.
When the number of dimensions is large, there are several novel techniques for visualizing such data. They are categorized into the following major areas [footnoteRef:1] – [1: ]
A. Pixel-oriented Techniques
a. Space filling curves
b. Recursive pattern
c. Snake-Spiral
d. Circle segments
B. Geometric Projection Techniques
a. Parallel coordinates
b. Scatter plot matrix
c. Hyperbox
d. Trellis display
e. Self-organizing maps
C. Icon-based Techniques
a. Star glyphs
b. Color icons
c. Stick figures
d. Chernoff faces
D. Hierarchical and Graph-based Techniques
a. Dimensional stacking
b. Cone trees
c. Mosaic plots
d. Fractal foam
Background:
GBI (Global Bikes Incorporated) is a global company that sells Bicycles and accessories in the US and Europe. As an analyst for the company you will be working with data from 2007 through 2016. Your superior has asked that you supply answers to the following questions that have been asked by the board of directors. Accuracy is VERY important as your superior will be suppling your results back to the CEO and the board of directors!
Using Tableau Business Analytics
We will now use Tableau Business Analytics.
1. Previously in this class you used Tableau. Refer to those instructions if you don’t know how to startup Tableau
2. Load the supplied data file GBI_AnalyticsData.xlsx. Refer to previous instructions if you forgot how to load an Excel file into Tableau
3. IMPORTANT: Sometimes when we load data Tableau is unable to determine its datatype, and so it creates it based on what it thinks it might be. In our case, YEAR is brought in as a number and needs to be converted to date. To change to date, simply click to right of year, bring up the dropdowns as shown below and select date.
If you fail to do this step, your answers will be wrong!
4. Complete the following 10 exercises. 10pts each question.
NOTE. All screen shots must include your name or initials! To accomplish this, double click on the word Sheet 1 as shown below and change it.
No name/initials, no credit!
Business Analytics 1 – Material with highest sales
Exercise Through all years (2007-2016), which product had the highest sales (revenue) in USD. What was the amount?
Task Find the product that had the highest USD sales. (Hint, Use Revenue USD, Prod Descr)
1. Place your answer and a screen shot of your work here.
Business Analytics 2 – Total revenue in 2015
Exercise What was the total revenue for the company in USD during 2015?
Task Display -using a column chart- the total sales revenue in year 2015.
1. Place your answer and a screen shot of your work here.
Business Analytics 3 – Customer with over 5 million dollars purchase in 2008
Exercise Which customer(s) had purchased goods over 10 million dollars in 2008?
Task Using a horizontal bar chart- which customers(s) had achieved a purchase proportion over 10 million dollars in year 2008. How much was their total purchases?
1. Place your answer and a screen shot of your work here.