Lab 2-2 Accounts Receivable Summary by Customer (Tableau)

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NOTE: Throughout this lab, every time a screenshot is requested, use your computer's screenshot tool, and paste each screenshot to the same Word document. Label each screenshot in accordance to what is noted in the lab. This document with all of the screenshots included should be uploaded through Connect as a Word or PDF document when you have reached the final step of the lab.

In this lab, you will:

Required:

1. Create a calculated field to show the numbers of days each invoice is past due.

2. Create a summary table that shows the total amount each company owes.

3. Create a filtered view to show the detailed information for each company.

Ask the Question: How can we use Tableau on the total detailed late accounts receivables balance to get specific detail on invoices due by customer?

Master the Data: To begin, we have a list of 200 receivables that are all past their due date as of todays date of 12/31/2021. This is shown in the Excel file Lab 2-2 Data.xlsx, which will be imported into Tableau.

Software needed

• Tableau
• Screen capture tool (Windows: Snipping Tool; Mac: Cmd+Shift+4)

Data: Excel file Lab 2-2 Data.xlsx.

Perform the Analysis: Refer to Lab 2-2 in the text for instructions and steps for each of the lab parts.

Share the Story:

rev: 09_21_2020_QC_CS-228676

Part 2: Assessment

Required:

1. What is the grand total amount owed in past due invoices for IBM?

multiple choice 1

• 187

• 2,425

• 327

• 2,148

2. How many days late is Honda Motor Companys oldest invoice (most days past due)?

multiple choice 2

• 84

• 121

• 419

• 720

3. How many invoices does Honda Motor Company have past due?

multiple choice 3

• 3

• 2

• 1

• 4

4. Which customer has the highest balance past due?

multiple choice 4

• Bucci

• Pizza Hut

• Porsche

• General Electric

5. Which customer owes $2,452?

multiple choice 5

• IBM

• Beko

• Google

• Shell Oil Company