Applying Tableau Market Performance LO19 13 In the Chapter 18 Applying Tableau, you examined the return on stockholders equity of two (hypothetical) publicly traded companies GPS Corporation and Tru, Incorporated This time, you will investigate two aspects of the relative desirability of investing in stock of the two companies Tableau Instructions For this case, you will create several calculations to produce performance ratios to allow you to compare and contrast the two companies Follow these steps to create the charts youll use for this case Download the Excel file GPS Tru Financials Open Tableau and connect to the Excel file Click on the Sheet 1 tab at the bottom of the canvas, to the right of the Data Source at the bottom of the screen Drag ($ in 000s) Company and Year to the Columns shelf Change Year to discrete by right clicking and selecting Discrete Select Show Filter and uncheck all the years except the last five years (2017 2021) Drag Dividends paid and Income from continuing operations under Measure Names into the Rows shelf Change each to discrete by right clicking and selecting Discrete Create a calculated field by clicking the Analysis tab at the top of the screen and selecting Create Calculated Field Name the calculation Dividend payout ratio In the Calculation Editor window, from the Rows shelf, drag Dividends paid , type a division sign, drag Income from continuing operations beside it, and then type a multiplication sign and a 1 Make sure the calculation is valid and click OK Drag the newly created Dividend payout ratio under Measure Names to the Rows shelf Click on the Show Me and select side by side bars Add labels to the bars by clicking on Label under the Marks card and clicking the box Show mark labels Format the company names on the chart by right clicking Tru, choosing Format, and changing the font to bold or larger font if desired Format the ratio by right clicking on the vertical axis, clicking Format, then choosing Number, format, and Percentage to 1 decimal place Before closing the Format window, choose the Pane tab and making the same changes to the number format Edit the color on the Color Marks card if desired Change the title of the sheet to be Dividends Payout Ratio Trend by double clicking the tab at the bottom of the page and typing the new title Click on the New Worksheet tab ( Sheet 2 should open) to the right of the newly named Dividend Payout Ratio Trend sheet at the bottom of the screen Follow the procedures outlined above for the company and year Drag Market price per share and Diluted EPS under Measure Names into the Rows shelf Change each to discrete by right clicking and selecting Discrete Create a calculated field by clicking the Analysis tab at the top of the screen and selecting Create Calculated Field Name the calculation Price earnings ratio In the Calculation Editor window, from the Rows shelf, drag Market price per share , type a division sign, and then drag Diluted EPS Make sure the calculation is valid and click OK Drag the newly created Price earnings ratio under Measure Names to the Rows shelf Click on the Show Me and select side by side bars Add labels to the bars by clicking on Label under the Marks card and clicking the box Show mark labels Format the labels according to preference and edit the color on the Color Marks card if desired Change the title of the sheet to be Price Earnings Ratio Trend by double clicking the tab at the bottom of the page and typing the new title Format all other labels according to preference Save your work Required Based upon your output, answer the following questions Which of the two companies, GPS Corporation or Tru, Incorporated, pays investors the greater percentage of its earnings during the period 2017 2021 Is the dividend payout ratio for Tru, Incorporated (a) increasing significantly, (b) decreasing significantly, or (c) remaining relatively the same during the period 2017 2021 Is the price earnings ratio for GPS Corporation (a) increasing significantly, (b) decreasing significantly, or (c) remaining relatively the same during the period 2017 2021 Is the price earnings ratio for Tru, Incorporated (a) generally increasing, (b) generally decreasing, or (c) remaining relatively the same during the period 2017 2021

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Applying Tableau Market Performance [LO19-13] In the Chapter 18 Applying Tableau, you examined the return on stockholders equity of two (hypothetical) publicly traded companies: GPS

Applying Tableau Market Performance [LO19-13]

In the Chapter 18 Applying Tableau, you examined the return on stockholders equity of two (hypothetical) publicly traded companies: GPS Corporation and Tru, Incorporated This time, you will investigate two aspects of the relative desirability of investing in stock of the two companies.

Tableau Instructions:

For this case, you will create several calculations to produce performance ratios to allow you to compare and contrast the two companies.

Follow these steps to create the charts youll use for this case:

Download the Excel file GPS_Tru_Financials.
Open Tableau and connect to the Excel file.
Click on the "Sheet 1" tab at the bottom of the canvas, to the right of the Data Source at the bottom of the screen.
Drag "($ in 000s) Company" and "Year" to the Columns shelf. Change "Year" to discrete by right-clicking and selecting "Discrete." Select "Show Filter" and uncheck all the years except the last five years (2017 2021). Drag "Dividends paid" and "Income from continuing operations" under Measure Names into the Rows shelf. Change each to discrete by right-clicking and selecting "Discrete."
Create a calculated field by clicking the "Analysis" tab at the top of the screen and selecting "Create Calculated Field." Name the calculation "Dividend payout ratio." In the Calculation Editor window, from the Rows shelf, drag "Dividends paid", type a division sign, drag "Income from continuing operations" beside it, and then type a multiplication sign and a "1." Make sure the calculation is valid and click OK.
Drag the newly created "Dividend payout ratio" under Measure Names to the Rows shelf. Click on the "Show Me" and select "side-by-side bars." Add labels to the bars by clicking on "Label" under the Marks card and clicking the box "Show mark labels." Format the company names on the chart by right clicking Tru, choosing Format, and changing the font to bold or larger font if desired. Format the ratio by right clicking on the vertical axis, clicking Format, then choosing Number, format, and Percentage to 1 decimal place. Before closing the Format window, choose the Pane tab and making the same changes to the number format. Edit the color on the Color Marks card if desired.
Change the title of the sheet to be "Dividends Payout Ratio Trend" by double-clicking the tab at the bottom of the page and typing the new title.
Click on the New Worksheet tab ("Sheet 2" should open). to the right of the newly named "Dividend Payout Ratio Trend" sheet at the bottom of the screen.
Follow the procedures outlined above for the company and year. Drag "Market price per share" and "Diluted EPS" under Measure Names into the Rows shelf. Change each to discrete by right-clicking and selecting "Discrete."
Create a calculated field by clicking the "Analysis" tab at the top of the screen and selecting "Create Calculated Field." Name the calculation "Price-earnings ratio." In the Calculation Editor window, from the Rows shelf, drag "Market price per share", type a division sign, and then drag "Diluted EPS". Make sure the calculation is valid and click OK.
Drag the newly created "Price-earnings ratio" under Measure Names to the Rows shelf. Click on the "Show Me" and select "side-by-side bars." Add labels to the bars by clicking on "Label" under the Marks card and clicking the box "Show mark labels." Format the labels according to preference and edit the color on the Color Marks card if desired.
Change the title of the sheet to be "Price-Earnings Ratio Trend" by double-clicking the tab at the bottom of the page and typing the new title.
Format all other labels according to preference.
Save your work.

Required:

Based upon your output, answer the following questions:

Which of the two companies, GPS Corporation or Tru, Incorporated, pays investors the greater percentage of its earnings during the period 2017-2021?
Is the dividend payout ratio for Tru, Incorporated (a) increasing significantly, (b) decreasing significantly, or (c) remaining relatively the same during the period 2017-2021?
Is the price-earnings ratio for GPS Corporation (a) increasing significantly, (b) decreasing significantly, or (c) remaining relatively the same during the period 2017-2021?
Is the price-earnings ratio for Tru, Incorporated (a) generally increasing, (b) generally decreasing, or (c) remaining relatively the same during the period 2017-2021?