Hi, Can you assist me with how to start off this assignment with tableau?

Case Study: US Superstore - Audit Data Analm'cs Using Tableau This case uses a popular data visualization software Tableau to introduce data analytics in an auditing context. The case focuses on issues surrounding the audit of revenue in the planning and substantive phases of an audit. The case utilises US Superstore dataset which is provided by Tableau and has been adapted for the purpose of this assignment. Fast Facts of the assignment requirements: 1. Task 3 and 4 of the Audit Project assignment involves the use of US Superstore Case. US Superstore dataset is included in the Task 3 and 4 Assignment folder. Please use this dataset. DO NOT use the dataset that comes along with Tableau. 2. Task 3 Prepare a report on the required two (2) Parts of the Case. You must answer all questions with the aid of Tableau. 3. Task 4 requires you to present the ndings 'om Task 3. This is an individual task and the length of presentation is 10 minutes. US Superstore - Audit Data Analytics Using Tableau Extract of Case Written (Adapted) by: Thomas R. Weirich (Central Michigan University), Norbert Tschakert (Salem State University) and Stephen Kozlowski (Eastern Illinois University) JOURNAL OF EMERGING TECHNOLOGIES IN ACCOUNTING 2018 v15(2) Background of US Superstore Superstore has been very successful with sales increasing rapidly. Management has a desire to begin selling its products globally within the next five years. Revenue is recorded at the time of shipment (FOB shipping point) with company-offered discounts ranging from 0-20 percent, depending upon the products purchased and type of customer. Regular walk-in customers receive no discounts. However, corporate and home office customers receive the following discounts: chairs: 5 percent; tables: 10 percent; appliances: 20 percent. All discounts have a payment due date of 15 days. In order to secure a loan, management has requested your services to perform a financial audit for the 2014 year-end to provide the bank and potential investors with confidence in US Superstore's financial position. US Superstore's files from 201 1 onward are currently maintained in Excel worksheets. There are three worksheets available: order to cash, returns, and personnel. The company provides customers with three main categories of products: office furniture, office supplies, and technology. Customers are grouped into Consumers, Corporate, and Home Office. The geographical regions are Central, East, West, and South. The sales managers assigned to these regions include: Kelly Williams: Central; Chuck Magee: East; Cassandra Brandow: South; and Anna Andreadi: West. Customer sales data are available for the years 2011 through 2014. Exhibit 1 includes the list of products for US Superstore: EXHIBIT 1 US Superstore Products Furniture Office Supplies Technology Bookcases Chairs Appliances Art Accessories Furnishings Tables Binders Envelopes Copiers Fasteners Labels Paper Storage Supplies A full list of all US Superstore dataset variables is shown in Exhibit 2 is demonstrated by the first-row data entry:EXHIBIT 2 US Superstore Dataset Variables Dataset Variable Example Dataset Variable Example Row ID Number Order ID Number CA-2013-152156 Order Date 11/9/2013 Ship Date 11/12/2013 Ship Mode Second Class Customer ID CG-12520 Customer Name Claire Gute Segment Consumer Country United States City Henderson State Kentucky Postal Code 42420 Region South Product ID FUR-BO-10001798 Category Furniture Product Name Bush Somerset Collection Bookcase Sub-Category Bookcases Quantity 2 Sales 261.96 Date Paid 2/15/2012 Discount 0 Cash Receipts 1250.00 Payment due date 1/23/201 1 The US Superstore Excel file has 23 columns ( as listed in Exhibit 2) and 9,994 transaction lines that provide the data for order to cash information related to US Superstore's revenue. The file has two additional worksheets that include returns and sales staff and their regional responsibilities. Appendix A provides a data hierarchy of US Superstore's database and a summary of basic database terminology. CASE ASSIGNMENT US Superstore has been accepted by your firm as a new audit client. You have been assigned to undertake data analytics for the planning and substantive testing phases for the 2014 audit engagement utilizing Tableau. The engagement partner, Daniel Denali, has requested that you attempt to analyse the entire population rather than using a sample to draw inferences to the population. Therefore, you have decided to present your analyses and findings in visualisation form in order to better understand the data and potential risk areas in auditing the revenue (order to cash) cycle. The case is divided into two parts: Part 1 addresses audit-planning issues with US Superstore; and Part 2 relates to substantive testing which requires detailed data analytics with Tableau, with results presented in visualisation form. You are required to prepare a report to the engagement partner addressing the requirements of Part 1 and Part 2 of the case. Preliminary Step: Install Tableau software It is assumed you have installed Tableau as part of Week 7 class. If you have not, please do so. The US Superstore Excel file (provided by the instructor), has been edited to provide complete order to cash data, an order, return, and sales personnel data file from 2011 through 2014. Open the excel file in Tableau on 'data source in the lower left section in the Tableau menu. Once the three files appear, click on the specific file to open and join the files together for evaluation. Part 1 - Audit Planning For audit-planning purposes, you need to open the US Superstore data file and brainstom ideas to develop various data visualisations or dashboards. Investigate what the data are telling you. For instance, what are some interesting facts about the data that might be of importance for the forthcoming audit? The partner on the engagement, Daniel Denali, has asked you to look into the location of sales,returns, discounts, and related-party transactions. There seem to be issues with the high number of returns for certain products and with discounts provided to customers. Required: I. Prepare visualisations with one dimension and at least one dashboard (related dimensions) concerning these issues. Specifically, develop visualisation for 1) Sales trends; 2) Returns by Customer and 3) Discounts to Customers. (Note: A dashboard consists of two or more related visualisations.) Also, attempt to identify from your dashboards any potential risk areas for the upcoming audit. 2. Discuss one of the dashboards in detail and explain its importance to the audit. 3. Identify the financial statement assertions that need to be focused on in the upcoming audit for revenue transactions. Note 1: In your analyses, you will need to join the three files. In order to combine data files in Tableau, the data files must have the same unique primary key; for example, in the US Superstore data, one primary key is 'Region' that will link the Orders' data file with People.' Appendix B (How to Import Data to Tableau) provides additional details. Note 2: A concern in data analytics is whether the data need to be cleansed or scrubbed. Such cleansing or scrubbing of an entity's data might be required before the data can be analysed. For example, a data file might include fields or cells that have no data but should contain data, or data entries that include spelling errors. To analyse a file with missing or incorrect data often results in unreliable results. For the US Superstore case, the data have been scrubbed and all cells or fields contain the proper data to be analysed. Part 2 - Substantive Testing of the Revenue (Order to Cash) Cycle As revenue is considered a high-risk area for most audit engagements, you will utilize Tableau to create data visualisations and dashboards for various aspects of the audit of US Superstore's revenue (order to cash) cycle and related accounts. Required: Your engagement partner provided the following initial substantive testing issues to your team that need to be evaluated: 1. Are there any indicators of slow-moving product? 2. Are there any indications of cut-off issues? 3. Are there any indicators of related-party transactions? 4. Which customers should receive confirmations? 5. Are there any issues or concerns with discounts and cash receipts? 6. What is the Accounts Receivable (A/R) 12/31 (31 December) balance for each year? Are there concerns as to the quality of US Superstore's accounts receivable? 7. Are there any indicators that inventory might be overvalued? 8. What are shipping costs per region or product? For the above issues, first, brainstorm to develop questions that you need to evaluate with Tableau, and second, prepare the necessary data visualisations related to the issues and discuss them in your report to the partner.Submission and Presentation Instructions Task 3: Due Date: 29 September 2019, 11.59pm. You need to submit two (2) files: 1) A word document report addressing the requirements of Part 1 and Part 2 and 2) your Tableau workbook. Task 4: Presentation in Week 12 (Between Monday, 30/9 to Thursday, 3/10) Students are to present (10 minutes) one Dashboard from Part 1 and present four (4) of the issues from Part 2 with examples of dashboard to your class / instructor. You are also required to submit your power point (ppt) presentation slides (and other materials) to your instructor the day before your presentation. Please refer to Presentation of US Superstore Case excel file for details of presentation. To provide a starting point for using Tableau and the US Superstore Excel File, the following appendices are included at the end of the case: Appendix A (Database Fundamentals) provides you with an overview of the US Superstore file structure as well as relevant database terminology. Appendix B (How to Import Data to Tableau ) demonstrates how to import the US Superstore Excel file into Tableau. Appendix C (Tableau Fundamentals) provides an overview of important Tableau functionalities and terminology. Also please refer to Week 7 Class Slides and Materials. Please note that additional Tableau training videos are available online https://www.tableau.com/learn/training. Appendix D (Background reading) provides background reading on data analytics and potential impact in an audit engagement. Note: Please use US Superstore dataset which is provided in Task 3 and 4 Assignment Folder (do not use the data which comes with Tableau)