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To complete this exercise, you will need to download and install Tableau on your computer. Tableau provides free instructor and student licenses as well as
To complete this exercise, you will need to download and install Tableau on your computer. Tableau provides free instructor and student licenses as well as free videos and support for utilizing and learning the software. Once you are up and running with Tableau, watch the three "Getting Started" Tableau videos. All of Tableaus short training videos can be found here.
[The following information applies to the questions displayed below.]
Dunder Company sells five types of lumber (Maple, Oak, Walnut, Pine, and Cedar) within 10 states located in the southeastern quadrant of the United States. Its 27 sales representatives completed 1,000 sales transactions during the most recent 12-month period. The companys CFO would like your assistance in creating some Tableau visualizations that enable her to better understand the sales representatives performance.
Download the Excel file, which you will use to create the Tableau visualizations requested by the CFO.
Upload the Excel file into Tableau by doing the following:
- Open the Tableau Desktop application.
- On the left-hand side, under the Connect header and the To a file sub-header, click on Microsoft Excel.
- Choose the Excel file and click Open.
- On the left-hand side under Sheets, double click on Dunder_Company.
Create a bar chart that summarizes each Salespersons cumulative sales during the 12-month period:
- Double click on Sheet 1 at the bottom of your workbook and rename it Total Sales by Salesperson.
- On the left-hand side under Dimensions (sometimes labeled as Tables), click on Salesperson and drag it to the Columns area above the blank sheet.
- On the left-hand side under Measures, click on Order Amount and drag it to the Rows area.
- This will create a vertical bar chart.
- The calculation will default to Sum which is what we need for this exercise.
- Order the bar chart from highest to lowest (Descending) by clicking on the Descending Sort button () in the menu bar at the top of the screen.
- Label each bar with its respective amount by clicking on Order Amount and dragging and dropping it onto the Label Marks card ().
- Tableau automatically chooses if the labels will be horizontal or vertical above the bars. If the labels appear horizontal, click on the Label Marks card () and under Label Appearance, click on the drop down for Alignment and choose the () under direction (screenshot below).
Required:
1a. Which Salesperson has the highest total sales during the 12-month period? What was the amount?
1b. Which Salesperson has the lowest total sales during the 12-month period? What was the amount?
1c. Which Salespeople had the fourth and sixth highest sales? How much did each of them sell during the 12-month period?
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