Lab 2-4 Inventory Management by Customer Profitability (Tableau)

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[The following information applies to the questions displayed below.]

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 for the Gross Margin.

2. Create a summary table that shows the gross margin per customer.

Ask the Question: Which customers are the most profitable?

Master the Data: Fruitopia sells exotic fruit from throughout the world to customers throughout the country by mail order. The company keeps a sales journal that records each sale and its related sales and cost details. This sales journal is for March 14, 2021. Use data file Lab 2-4 Data.xlsx, but open in Tableau.

Software needed

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

Data: Lab 2-4 Data.xlsx.

Perform the Analysis: Refer to Lab 2-4 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. Which customer number is the least profitable with $4.80 gross margin?

multiple choice 1

• 2043

• 2031

• 2024

• 2051

2. Which pill do you have on the Rows shelf?

multiple choice 2

• Customer #

• Gross Margin

• Sum(Gross Margin)

• Count(Customer #)

3. Which pill do you have on the Marks card?

multiple choice 3

• Customer #

• Gross Margin

• Count(Customer #)

• Sum(Gross Margin)

4. What is the gross margin of customer 2070?

multiple choice 4

• 107.4

• 44.9

• 11.6

• 6.6

5. Swap Sum(Gross Margin) for Sum(Sales). What were the total sales for customer 2047?

multiple choice 5

• 357.7

• 948.5

• 78.7

• 32.9