2 chp 12 data analytics

Discount_Goods_Big_Store_Financials.

In the Chapter 11 Applying Tableau, you compared the relative age of two companies' assets, In this case you continue in your role as an analyst conducting research into the relative merits of investing in one or both of these companies. This time assess the extent to which the companies invest in equity securties on a long-term basis. To do so, you should evaluate the percentage of noncurrent assets invested in equity securities. The investments in equity to noncurrent assets formula is total equity investments/ total noncurrent assets. Tobleau Instructions: For this case, you will create a calculation and produce a bar chart of the percentage of noncurrent assets invested in equity securities ratio to allow you to compare and contrast the two companies' investments Use the following steps to create the charts you'll need for this case: 1. Download the Excel file :Discount Goods Big Store Financials: 2. Open Tableau and connect to the Excel file. 3. Click on the "Sheet 1 " tab at the bottom of the canvas and drag "Company" and "Year" to the Rows shelf. Change "Year" to discrete by right-clicking and selecting "discrete" From the same menu. 5elect "Filter," click "None". And click only 2018, 2019, 2020 and 2021 4. Drag the "Investments in Equity Securities" and "Total Noncurrent Assets" under Measure Names to the Rows shelf. Change each to discrete Right-click on the drop-down menu of each of the accounts and uncheck "Show Header" so they are not visible in the field 5. Under the Analysis tab, select Create Calculated Field. Create a measure named "Investments in Equity to Noncurrent Assets" by dragging "Total Investments in Equity Securities" from the Rows shelf to the Calculation Editor window, typing a division sign for division, and then dragging "Total Noncurrent Assets" from the Rows sheir beside it. Make sure the calculation is valid and click OK 6. Drag the newly created "Investments in Equity to Noncurrent Assets" from Measure Names to the Rows shelf. 7. Click on the "Show Me" tab in the upper right comer and select "side byside bars "You should now see the investments in equity securities for the four years, for each compony. Add tabels to the bars by clicking on "Label" under the Marks card and clicking the box "Show mark labels." 8. Right click next to "AGG Investments in. "and seiect Format. Click on the drop-down arrow of "Fields" at the top of the format box and select AGG ("investments in Equity to Noncurrent Assets'). Format the number to a percentage with two decimal places 9 Change the title of the sheet to be "Imvestments in Equity to Noncurrent Assets Bar Chart" by double-clicking the tob at the bottom of the page and typing the new titie 10 Seve your work. Required: Based upon your output, answer the following questions A. What is the percentage of noncurrent assets invested in equity securttes for (1) Big Store and for (2) Discount Goods in 2021? Note: Round your onswers to 1 decimal place. B. When comparing the percentage of noncurrent assets imvested in equity securities ratios over the most recent four-year period, is Discount Good's equaty investment (a) generally increasing. (b) roughly the same, or (c) generally decreasing from year to year? c. In generat, which company invests the higher amount in equity securities as a percentage of its noncurrent asset during the most recent four-year period? Required: Based upon your output, answer the following questions: A. What is the percentage of noncurrent assets invested in equity securities for (1) Big Store and for (2) Discount Goods in 2021? Note: Round your onswers to 1 decimal place. B. When comparing the percentage of noncurrent assets invested in equity securities ratios over the most recent four-year period, is Discount Good's equity investment (a) generally increasing. (b) roughly the same, or (c) generaliy decreasing from year to year? C. In general, which company invests the higher amount in equity securities as a percentage of its noncurrent asset during the most recent four-year period? In the Chapter 11 Applying Tableau, you compared the relative age of two companies' assets, In this case you continue in your role as an analyst conducting research into the relative merits of investing in one or both of these companies. This time assess the extent to which the companies invest in equity securties on a long-term basis. To do so, you should evaluate the percentage of noncurrent assets invested in equity securities. The investments in equity to noncurrent assets formula is total equity investments/ total noncurrent assets. Tobleau Instructions: For this case, you will create a calculation and produce a bar chart of the percentage of noncurrent assets invested in equity securities ratio to allow you to compare and contrast the two companies' investments Use the following steps to create the charts you'll need for this case: 1. Download the Excel file :Discount Goods Big Store Financials: 2. Open Tableau and connect to the Excel file. 3. Click on the "Sheet 1 " tab at the bottom of the canvas and drag "Company" and "Year" to the Rows shelf. Change "Year" to discrete by right-clicking and selecting "discrete" From the same menu. 5elect "Filter," click "None". And click only 2018, 2019, 2020 and 2021 4. Drag the "Investments in Equity Securities" and "Total Noncurrent Assets" under Measure Names to the Rows shelf. Change each to discrete Right-click on the drop-down menu of each of the accounts and uncheck "Show Header" so they are not visible in the field 5. Under the Analysis tab, select Create Calculated Field. Create a measure named "Investments in Equity to Noncurrent Assets" by dragging "Total Investments in Equity Securities" from the Rows shelf to the Calculation Editor window, typing a division sign for division, and then dragging "Total Noncurrent Assets" from the Rows sheir beside it. Make sure the calculation is valid and click OK 6. Drag the newly created "Investments in Equity to Noncurrent Assets" from Measure Names to the Rows shelf. 7. Click on the "Show Me" tab in the upper right comer and select "side byside bars "You should now see the investments in equity securities for the four years, for each compony. Add tabels to the bars by clicking on "Label" under the Marks card and clicking the box "Show mark labels." 8. Right click next to "AGG Investments in. "and seiect Format. Click on the drop-down arrow of "Fields" at the top of the format box and select AGG ("investments in Equity to Noncurrent Assets'). Format the number to a percentage with two decimal places 9 Change the title of the sheet to be "Imvestments in Equity to Noncurrent Assets Bar Chart" by double-clicking the tob at the bottom of the page and typing the new titie 10 Seve your work. Required: Based upon your output, answer the following questions A. What is the percentage of noncurrent assets invested in equity securttes for (1) Big Store and for (2) Discount Goods in 2021? Note: Round your onswers to 1 decimal place. B. When comparing the percentage of noncurrent assets imvested in equity securities ratios over the most recent four-year period, is Discount Good's equaty investment (a) generally increasing. (b) roughly the same, or (c) generally decreasing from year to year? c. In generat, which company invests the higher amount in equity securities as a percentage of its noncurrent asset during the most recent four-year period? Required: Based upon your output, answer the following questions: A. What is the percentage of noncurrent assets invested in equity securities for (1) Big Store and for (2) Discount Goods in 2021? Note: Round your onswers to 1 decimal place. B. When comparing the percentage of noncurrent assets invested in equity securities ratios over the most recent four-year period, is Discount Good's equity investment (a) generally increasing. (b) roughly the same, or (c) generaliy decreasing from year to year? C. In general, which company invests the higher amount in equity securities as a percentage of its noncurrent asset during the most recent four-year period