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Assignment No 1

This document contains the answers to 7 analysis questions posed to an online business intelligence (BI) tool called Tableau. For each question, the answer provides the steps taken in Tableau to analyze a superstore sales dataset to determine the requested metrics. These include identifying the customer with the highest profit, the state with the highest sales, the customer segment with the highest order quantity and average discount rate, the product category with the highest sales and worst profit, the profit on a specific product in a city, and the product department with the highest shipping costs.

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Aamir Sayyed
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44 views15 pages

Assignment No 1

This document contains the answers to 7 analysis questions posed to an online business intelligence (BI) tool called Tableau. For each question, the answer provides the steps taken in Tableau to analyze a superstore sales dataset to determine the requested metrics. These include identifying the customer with the highest profit, the state with the highest sales, the customer segment with the highest order quantity and average discount rate, the product category with the highest sales and worst profit, the profit on a specific product in a city, and the product department with the highest shipping costs.

Uploaded by

Aamir Sayyed
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Open Source BI Tool- Tableau Roll No-52

Assignment 1: Analysis operations

Q 1:Find the customer with the highest overall profit. What is his/her profit ratio?

Ans:

Step 1: Open the superstoreus2015 excel data set

Step 2: Drag Orders sheet to sheet area

Step 3: Go to sheet 1 and add Customer name as rows and profit as column

Step 4: Sort the data by clicking on Profit label on bottom

DMBI Page 1
Step 5: To calculate profit Ratio

Profit Ratio= (Sum([Profit])/Sum([Sales]))

This formula needs to be entered as tooltip or label

Click on Analysis>Create Calculated Field and enter the formula


You can see Calculation1 in measures. Drag is to Marks area.
Final answer is:

Q2: Which state has the highest Sales (Sum)? What is the total Sales for that state?

Ans:
Q 3: Which customer segment has both the highest order quantity and average discount rate?
What is the order quantity and average discount rate for that state?
Q 4: Which Product Category has the highest total Sales? Which Product Category has the
worst Profit? Name the Product Category and $ amount for each.

Ans:
a. Bar Chart displaying total Sales for each Product Category

b. Add a color scale indicating Profit


c. Each Product Category labeled with total Sales and Each Product Category labeled
with Profit
Q 5: Use the same visualization created for Question #4.What was the Profit on
Technology (Product Category) in Boca Raton (City) ?

Add Filter City

Select the city to show a single bar for the city


Apply a filter for Technology
Q 6: Which Product Department has the highest Shipping Costs? Name the Department
and cost.

a . Packed bubble chart showing each Product Department as a colored bubble

b. Use Shipping Cost to display the size of each bubble


Q 7: Use the same visualization created for Question #6. What was the shipping cost of
Office Supplies for Xerox 1905 in the Home Customer Segment in Cambridge?

Ans: Apply filters as per requirement


Apply city Filter

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