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In prior chapters, you used Tableau to compare two companies financial information. In this case, you continue in your role as an analyst conducting research
In prior chapters, you used Tableau to compare two companies financial information. 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. You will assess the companies ability to satisfy their performance obligations with respect to product sales by examining their sales returns.Tableau Instructions:For this case, you will create two calculations to produce a right of return sales analysis chart to allow you to compare and contrast the two companies returns management performance.Use the following steps to create the chart you will need for this case:Download the Excel file DiscountGoodsBigStoreFinancials.Open Tableau and connect to the Excel file. Click on the "Sheet tab at the bottom of the canvas, to the right of the Data Source at the bottom of the screen.Drag "Year" to the Column shelf and "Company" to the Rows shelf. Change Year to discrete data type by selecting the dropdown menu box on the "Year" pill box and clicking "Discrete" instead of "Continuous."Drag "Sales revenue" and "Less sales returns" under Measure Names to the Rows shelf. Change each to discrete. Format each to center alignment, and currency custom with decimal places by selecting "Format" from the dropdown menu and making selections on the menu to the left. Select blue font for "Sales revenue" and red font for "Less sales returns."Create a calculated field by clicking the "Analysis" tab in the toolbar at the top of the screen and clicking "Create Calculated Field." A calculation window will pop up Name the calculation "Net of returns." In the Calculation Editor window, drag "Sales revenue" from the Rows shelf to the window, type a plus sign, then drag "Less sales returns" beside it Make sure the window says that the calculation is valid and click OK Drag the newly created "Net of Returns" to the Rows shelf. Change to Discrete data type. Format to purple, center alignment, and currency customwith decimal places following the process above.Repeat the process one more time by creating a calculated field "Sales return that consists of typing a negative sign and then dragging "Less sales returns" divided by "Sales revenue" from the Rows shelf to the calculation window. Make sure the window says that the calculation is valid and click OKDrag the "Sales return to the Rows Shelf. Change to Discrete data type. Then drag it on the Rows shelf to be right next to "Company." Format to green, center alignment, and percentage.Drag "Sales return under Measure Names to "Color" on the Marks card. The graph of the "Sales return will appear under Year.Drag "Company" under Tables to "Color" on the Marks card. You will now see the graph divide the companies by color.Rightclick on the "Sales return header in the "Data" area and select "Sort descending".Change the title of the sheet to be "Right of Return Variable Consideration" by doubleclicking the tab at the bottom of the page and typing the new title.Save your work.Required:Once the chart is created, move your cursor to hover above various data points in the chart. Notice that an information box appears to reveal the pertinent sales and return measures for that company in that year.Which company exhibited a more favorable sales returns percentage in Big Store or Discount Goods? What percent of that companys customer purchases were returned?Note: Round your answer to decimal place.During the period did Big Stores sales return percentage become a more favorable or b less favorable?During the period did Discount Goods sales return percentage become a more favorable or b less favorable?Which company exhibited a more favorable sales returns percentage in Big Store or Discount Goods? What percent of that companys customer purchases were returned?
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