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Accounting · Studypool

HW Chapter 3 Excel/Tableau

Required:

  1. Adjust the data types as necessary.
  2. Aggregate the sum and then the average of all sales orders (quantity)
  3. Subtotal the sales orders by average across products.

Ask the Question: How do data types affect the way I can analyze data in Tableau?

Master the Data: Save Excel file Lab 3-1 Data.xlsx to somewhere on your computer that you can browse to, you will need to connect to the saved file from Tableau.

The dataset contains information about sales transactions to different customers. There are 132 unique transactions, but 149 rows. This is because some of the transactions had multiple products.

Software needed

  • Tableau
  • Screen capture tool (Windows: Snipping Tool; Mac: Cmd+Shift+4)

Data: Lab 3-1 Data.xlsx

Perform the Analysis: Refer to Lab 3-1 in the text for instructions and steps for each of the lab parts.

Upload the Word or PDF document containing your Lab screenshots using the button below.

Note: Please submit your file attachment response in one of the approved file formats; Word file (.doc or .docx), Excel file (.xls or .xlsx), or PDF. To submit photo or image files please paste them into Word or PDF. Consult with your instructor as needed on their preferred file attachment format.

Take a screenshot of the report output on Sheet 1 detailing the average amount of each product sold, paste it into a Word document named "Lab 3-1 Tableau SS.doc", label the screenshot Submission 1.