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Microsoft or Tableau Using the skills you have gained throughout this text, use Microsoft Power BI or Tableau Desktop to complete the generic tasks presented
Microsoft or Tableau
Using the skills you have gained throughout this text, use Microsoft Power BI or Tableau Desktop to complete the generic tasks
presented below:
Build a dashboard Tableau or page Power BI called Management with the following:
Add a filter to show only sales orders from November.
Add a table to your page called Total Sales by Day that shows the total sales order amount by sales order date. Power BI Hint: Use
the date hierarchy to drill down to specific days of the month. Tableau Hint: Set the sales order date to DAY and place the total
sales order amount as a text mark.
Add a bar chart to your page called Sales by Customer that shows the total sales order amount by customer account name in
descending order.
Add a new matrix table to your page called AR by Customer that shows the customer and invoices in rows, and earliest invoice due
date, age, and balance as values.
a Create a parameter showing the Report Date as Power BI Hint: Create a new column and use the DATE function.
b Create a new measure showing the Age as the difference between the Invoice Due Date and the Report Date. Power BI Hint: Use
the DATEDIFF function to calculate the age and the MIN function on the date fields to load specific dates.
c Use the AR Balance you created in Part
d Filter the table to show only outstanding balances that are greater than
Add a new card to your page called Days Sales Outstanding to show the current KPI value. Hint: Create a new measure showing
the DSO as the accounts receivable balance divided by the total sales amount multiplied by days.
In Tableau, combine all of these visuals into one dashboard.
Tbar a Take screenshot of your dashboard label it B
Save your workbook, answer the lab questions, then continue to Part
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