Tableau Instructions:

For this case, you will create several calculations to produce two long$-$term profitability ratios to allow you to compare and contrast the two companies.

Follow these steps to create the charts you$$ll use for this case:

Download the Excel file $$GPS$\_$Tru$\_$Financials.$$

Open Tableau and connect to the Excel file.

Click on the "Sheet $1"$ tab at the bottom of the canvas, to the right of the Data Source at the bottom of the screen Drag $($$ in $000$s$)$ Company$$ and $$Year$$ to the Columns shelf. Change $$Year$$ to discrete by right$-$clicking and selecting $$Discrete$.$ Select $$Show Filter$$ and uncheck all the years except the last five years $(20172021).$

Drag "Net income $/($loss$)",$ "Total assets" and "Net cash flows from operating activities" under Measure Names into the Rows shelf. Change each to discrete by right$-$clicking and selecting "Discrete."

Create a calculated field by clicking the $$Analysis$$ tab at the top of the screen and selecting $$Create Calculated Field.$$ Name the calculation $$Rate of Return on Assets.$$ In the Calculation Editor window, from the Rows shelf, drag $$Net Income $/($loss$),$ type a division sign, and drag $$Total assets$$ beside it$.$ Make sure the calculation is valid and click OK$.$

Create a calculated field by clicking the $$Analysis$$ tab at the top of the screen and selecting $$Create Calculated Field.$$ Name the calculation $$Cash return on assets.$$ In the Calculation Editor window, from the Rows shelf, drag $$Net cash flows from operating activities$,$ type a division sign, and then drag $$Total assets$.$ Make sure the calculation is valid and click OK$.$

Drag the newly created $$Cash return on assets$$ and $$Rate of Return on Assets$$ under Measure Names to the Rows shelf. Now drag the original three accounts off the Rows Shelf. Add labels to the bars by clicking on $$Label$$ under the Marks card and clicking the box $$Show mark labels.$$ Format the ratio by right clicking on Cash Return on Assets, clicking Format, then choosing Number, format, and Percentage to $1$ decimal place. Do this on both the Axis and Pane tabs$.$ Repeat for Rate of Return on Assets. Edit the color on the Color Marks card if desired.

Change the title of the sheet to be $$Return on Assets vs$.$ Cash Return on Assets$$ by double$-$clicking the tab at the bottom of the page and typing the new title.

Click on the New Worksheet tab $("$Sheet $2"$ should open$)$ to the right of the newly named "Return on Assets vs$.$ Cash Return on Assets" sheet at the bottom of the screen.

Follow the procedures outlined above for the $$Company$"$ and $$Year$$ but drag the Company field to Columns shelf and the year field to Rows shelf.

Double$-$click on $$Rate of Return on Assets$$ under Measure Names." Click on $$Analysis$,$ select $$Totals$$ and then select $$Show Column Grand Totals.$$ Select $$Totals$$ again, then select $$Total All Using$$ and click on $$Average$.$

Right$-$click one of the number fields and select $$Format$.$ Format the numbers according to preference. Select Field and then AGG$($Rate of Return on Assets$)$ in the upper right corner and change to a percentage with one decimal place and change the Alignment to $$Center$.$

Change the title of the sheet to be $$Average Return on Assets$$ by double$-$clicking the tab at the bottom of the page and typing the new title. Format labels according to preference.

Click on the "Average Return on Assets" tab at the bottom of the canvas, right$-$click and select "Duplicate." Select the duplicated sheet $($now named "Average Return on Assets $(2)).$

Drag the $$AGG $($Rate of Return on Assets$)$ pill from the Marks card back to Measure Names." Double$-$click on $$Cash Return on Assets$$ under Measure Names. Follow the procedure above to change the Totals to $$Average$$ through the $$Analysis$$ tab.

Format the ratio by right clicking on AGG$($Cash Return on Assets$)$ in the Marks card, clicking Format, then format the number in the Pane tab to Percentage with $1$ decimal place.

Change the title of the sheet to be "Average Cash Return on Assets" by double$-$clicking the tab at the bottom of the page and typing the new title.

Save your work.

Required:

Based on your output, answer the following questions:

$(1)$ What was Tru, Incorporated's Return on Assets in $2021?(2)$ What was Tru, Incorporated's Average Return on Assets for $2017-2021?$

Note: Round your answers to $1$ decimal place.

$(1)$ What was Tru, Incorporated's Cash Return on Assets in $2021?(2)$ What was Tru, Incorporated's Average Cash Return on Assets for $2017-2021?$

Note: Round your answers to $1$ decimal place.

Which of the two companies, GPS Corporation or Tru, Incorporated, indicates the most erratic pattern of performance during the period $2017-2021$ as measured by the cash return on assets ratio?