In the Chapter 1 Data Analytics Case, you applied Tableau to examine a data set and create bar charts to compare ten-year trends in operating cash flows and net income for our two (hypothetical) publicly traded companies: Discount Goods and Big Store. In this case you continue in your role as an analyst conducting introductory research into the relative merits of investing in one or both of these companies, this time comparing the proportional composition of the assets, liabilities, and stockholders’ equity of the two companies. You want to create pie charts to visualize the relative size of the components of the balance sheets for each of the two companies to garner some initial insights.

Required:
Total assets are equal to Total liabilities plus Total shareholders’ equity. This equation is based on the fact that a company’s assets come from these two sources: (1) amounts borrowed and (2) amounts provided by owners ([a] amounts invested by shareholders in the corporation, reported as paid-in capital and [b] amounts earned by the corporation on behalf of its shareholders, reported as retained earnings). The relative proportion of assets provided by liabilities can be an indication of the riskiness of an investment, making these relationships valuable when analyzing a company’s financial position. Use Tableau to create pie charts depicting the relative size of the assets, liabilities, and stockholders’ equity for each of the two companies in 2021. Based upon what you find, answer the following questions:
1. For Discount Goods, do liabilities or shareholders’ equity provide the greater proportion of the company’s total assets?
2. For Big Store, do liabilities or shareholders’ equity provide the greater proportion of the company’s total assets?
3. Which of the two companies has the highest ratio of current liabilities to total liabilities? What is the ratio for that company (rounded to nearest whole percentage point)?
4. Which of the two companies has the highest ratio of current assets to current liabilities? What is the ratio for that company (rounded to nearest whole percentage point)?

Resources:
You have available to you an extensive data set that includes detailed financial data for Discount Goods and Big Store and for 2012 - 2021. The data set is in the form of an Excel file available to download from Connect, or under Student Resources within the Library tab. There are four Excel files available. The one for use in this chapter is named “Discount_Goods_Big_StoreCase1.xlsx.” Download this file and save it to the computer on which you will be using Tableau.
For this case, you will need to review the raw data in the Excel file for both companies before beginning.
Review the questions above to determine which account classifications, like “Total current assets,” to include in your pie charts. These will be the items you include in what’s called “Account name.” Notice that the two companies have somewhat different names for their accounts, but the major groups are the same.
After you view the training videos, follow these steps to create the charts you’ll use for this case:
• Open Tableau and connect to the Excel spreadsheet you downloaded. Starting on the “Sheet 1” tab, at the bottom of the canvas to the right of the data source at the bottom of the screen, double click on “2021” under “Measures” to add it to the canvas.
• Click the pull-down menu arrow on “Store” under “Dimensions” and click “Show Filter.” The filter box will appear on the right side. Un-click the “(All)” button and click only Discount Goods.
• Move “Account name” into the Filter shelf. In the Filter dialog box that opens, click all Discount Goods’ account classifications you’ve identified as needed for the case. You can determine this information by checking the raw data as instructed above.
• Drag “Account name” to “Color” in the “Marks” card to add more colors to the chart. On the “Show me” tab in the upper right corner of the toolbar, select the pie chart.
• Enlarge the pie chart by holding down the shift-control-and-clicking the “B” key several times until your pie chart fills most of the screen (at least 25 times).
• Add “Labels” to the pie sections by clicking on “Label” in the “Marks” card and clicking the box “Show mark label.”
• Format the label amounts to Times New Roman, bold, black, 12-point font by selecting the label, right-clicking, and clicking on “Format.”
• Change the title of the sheet to be “Discount Goods 2021 Balance Sheet” by right-clicking and selecting “Edit title.” Format the title to Times New Roman, bold, black and 15-point font.
• To save time completing the next page, right-click the “Sheet 1” tab at the bottom of the canvas and select “Duplicate.”
• Click on the “Sheet 2” tab. You should now see a duplicate of the “Sheet 1” canvas. In the filter box on the right-hand side, click only the Big Store button.
• Change the title of the sheet to be “Big Store 2021 Balance Sheet” by right-clicking and selecting “Edit title.” Format the title to Times New Roman, bold, black and 15-point font.
• Once complete, save the file as “DA2_Your initials.twbx.”