MIS 5208 – Prof. Johnson – Data Analytics for IT Auditors
Tableau Exercise
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Exercise Objective: Gain hands-on experience with Tableau and become familiar with the
interface and tools, practicing various drill-down and filtering techniques to generate insight into
data. Use the “Sample – Superstore Subset” Example Data Set in Tableau.
For each question, use the hints/listed components to create a visualization which will provide
the information needed to answer the question. Each question should be on visualization.
Make sure you include all listed components in order to receive full credit for the question.
Provide a screen shot of the completed visualization (including any filters) from which you got
your answer(s).
Example Question & Answer:
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Are there any states that have lost money? Which ones and how much have they lost?
Required Components:
o 1.) U.S. Map, 2.) A color scale for each state indicating profitable or not profitable, 3.)
Each state labeled with name, 4.) Each state labeled with profit amount
Answer:
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Montana ($9,464), Tennessee ($6,902), and Mississippi ($18,045) are losing money.
Screen Shot:
Question #1:
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Which state has the highest Sales (Sum)? What is the total Sales for that state?
Required Components:
o A.) Map of U.S. B.) A color scale indicating total sales C.) Each state labeled with state
name D.) Each state labeled with total sales
Question #2:
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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?
Required Components:
o A.) Bar Chart displaying Order Quantity for each Customer Segment B.) A color scale
indicating average discount rate C.) Each customer segment labeled with average
discount rate D.) Each customer segment labeled with total Order Quantity
Question #3:
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Which Product Category has the highest total Sales? Which Product Category has the worst
Profit? Name the Product Category and $ amount for each.
Required Components:
o A.) Bar Chart displaying total Sales for each Product Category B.) A color scale indicating
Profit C.) Each Product Category labeled with total Sales D.) Each Product Category
labeled with Profit
Question #4:
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Use the same visualization created for Question #3
What was the Profit on Computer Peripherals (Product Category) in Boca Raton (City) in
2010?
Required Components:
o A.) All components from Question #3 B.) Filters for each of the Dimensions needed to
create a visualization with only one Bar indicating the answer to the question
o Hint: Use Quick Filters
Question #5:
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Use a “Packed Bubbles” chart
Which Product Department has the highest Shipping Costs? Name the Department and cost.
Required Components:
o A.) Packed bubble chart showing each Product Department as a colored bubble B.) Use
Shipping Cost to display the size of each bubble
Question #6:
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Use the same visualization created for Question #5
What was the shipping cost of Office Supplies for Belkin products (Supplier) in the Corporate
Customer Segment in California?
Required Components:
o A.) All components from Question #5 B.) Filters for each of the Dimensions needed to
create a visualization indicating the answer to the question
Question #7:
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Use a Bar Chart
Which Supplier products have the highest total Sales? Highest Profit? In which Product
Department are these products?
Required components:
o A.) One Bar chart displaying all information needed to answer the question B.) Each bar
labeled with total Sales C.) Each bar labeled with total Profit
Question #8:
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Use a geographic map
Which state has the worst Gross Profit Ratio on Envelopes in the Corporate Customer
Segment that were Shipped in 2012?
Required Components:
o A.) A map displaying information required to answer the question B.) A color scale
indicating Gross Profit Ratio C.) Each state labeled with state name D.) Each state
labeled with Gross Profit Ratio