Question.4683 - Module 3: Tableau Activity #1 InstructionsTableau #1 Activity - Using Tableau as a BI Visualization ToolWhat you will need to complete this activity:Downloaded and installed client-version of Tableau v8.0For instructions on installing Tableau for this semester see: Tableau Instructions under "Course Resources"Module 1 Activity Data Set (Excel format): Tableau#1-Medical-Sales.xlsxHelp learning to use Tableau, use the self-paced Tableau training materials: www.tableausoftware.com/learn/trainingLinks to an external site.Appropriate word processing software to produce business report and reflective essay (see below). Microsoft Word is recommended, but any tool that can produce MS Word (.doc) output will be fine including Googledocs or other open-source tools.Scenario:You are working in the sales management area for a medical supplied distributor with headquarters in Memphis, Tennessee. This organization (Mid-South Medical Inc. / MSMI) serves an eleven (11) state region in the Southeast United States. From a sales perspective, each state is divided into multiple regions with an assigned regional sales manager. Note that a given sales manager may cover more than one region within a given state.The CEO has called for a quarterly sales update meeting with all of the regional managers and has asked for a short company-wide sales update report that can be used as an outline for the meeting discussion. Your company has just licensed Tableau as a part of a newly-launched Business Intelligence strategy and this will be the first time anyone has used that software for a production issue within MSMI. Thus, the scope of this activity will be modest with the goal of getting acclimated to how a BI visualization tool can help in decision-making.The data for this report has been extracted into Excel from the MSMI’s accounting system in a summarized format and that Excel workbook will serve as the data source for this reporting activity. All the steps and information for completing this activity are provided below.Purpose of the Activity (Learning Outcomes):Learn how to download and install a typical client-based BI visualization tool – in this case Tableau.Use the self-paced online training material provided by Tableau to learn the basics of operating Tableau for basic business data analysis as well as subsequent activities in this course.Produce a short business report using Tableau as an analysis tool and use the output of that analysis to provide important decision-making information for use by organizational leadership.Further integrate your learning experience in this activity through the production of a short reflective essay.What you will need to produce and submit:There will be three (3) individual artifacts that you produce as a by-product of this:The Tableau project workbook that you used to complete the analysisThe “MSMI Sales Business Report” that you will write up using visualization analysis produced using Tableau.A short “Module 1 Reflective Essay”.All three will need to be posted to the Module 1 Activity drop-box for assessment.How you will be assessed:Assessment AreaPct of ScorePoints (Max)Timeliness20%20 ptsQuality of content relative to requirements:-Tableau Project Workbook-Sales Report-Reflective Essay25%25%10%25 pts25 pts10 ptsFormat and presentation: writing style, grammar, APA, etc.20%20 ptsTotal100%100 ptsActivity Assignment Details & Steps:1) Install Tableau on an appropriate PC where you will conduct your analysis. To download and install, please follow the instructions in Tableau Instructions.2) Dowload and save the data set (Excel format) for this Module: Tableau#1-Medical-Sales.xlsxDownload Tableau#1-Medical-Sales.xlsxYou can store the activity data set anywhere you like, but remember the location for when you access it from Tableau to do the analysis.3) View theTableau self-study modules through an internet browser. Note that you will need audio-output turned on so that you can hear the instructions. (Also accessible via the “help” pull-down menu from within the Tableau software.)URL: http://www.tableausoftware.com/learn/training?build=8000.13.0825.0947&edition=pro&lang=en-us&version=8.0Links to an external site.. You should review at least these two modules: (1) Getting Started (9 videos) and (2) Connecting to Data (1 video)4) Use Tableau to conduct the following analysis of the activity dataset you downloaded in a previous step (Mod1-Medical-Sales.xls). You should produce at least the following report:“Tabular report of Gross Sales by State and Region”. You should have four columns across the top that include: State, Region, Sales Manager, Gross Sales. Make sure the table is sorted in descending order such that the state and region with the highest gross sales is at the top and the lowest region is at the bottom.Use this report to answer the following questions: -What Region has the largest gross sales? -Who is the manager of that region? -What were their sales according to this report? -What is the lowest performing region (in terms of gross sales)? What were their sales?You can save or extract the tabular report in a form that can be included in the sales meeting report (below). Look under “Worksheet / Export” in the Tableau menu bar for export options.Use this analysis to produce a short sales report for the upcoming quarterly meeting to be led by your CEO. The report should be 2-3 pages in length and include the following information:- Executive summary (one-half page)- Discussion of overall sales numbers highlighting the highest performing regions with specific sales figures included. You can use any criteria you like as an indicator of "highest performing" (top 50%, top 10%, etc.) but provide supporting discussion of your choice of cutoff indicator. (Hint: To get summary numbers, used the “Analysis” tool in the menu bar.)- Include a copy of the tabular summary report that you extracted and saved previously using Tableau.Save this report in MS Word format with the name “Mod1-Sales-Report (Your Name)” and post to the Mod1 Drop-box area.Be sure and include the Tableau project workbook as well in your drop-box posting. Use a name of “Mod1-Sales-Workbook (Your Name)”.Write a short (1-3 page) reflective essay on this activity addressing the following questions:- How useful is Tableau as a Business Intelligence Tool?- How easy (or difficult) was it to learn to use Tableau for the purposes of this activity?- How helpful were the self-paced training materials?- What was the most surprising thing you experienced in completing this activity?- What aspects of the course content (textbook, online readings, Tableau materials) were useful to you in completing the activity? (Use APA citation format to reference.)- The reflective essay should be in APA format including a cover page, narrative (body) with at least one APA compliant citation and an APA reference section.- Name this as “Mod1-Reflective-Essay (Your Name)” and submit in MS Word (or PDF) format.When you are done, post your completed work to the M3: Tableau #1 dropbox folder.Maximum value: 100 pts
Answer Below:
M xxxxxxx Medical xxxxx Jasper xxx AndoyUniversity xx MemphisUNIV xxxxxxxxxxxx to xxxxxxxx Intelligence xxxxxxxxx Barrett xxxxx SchwarzMarch xx M xxxxxxx Medical xxxxx What xxxxxx has xxx largest xxxxx sales xxx BIRM xxx is xxx manager xx that xxxxxx HAIKU xxxx were xxxxx sales xxxxxxxxx to xxxx report xxxx is xxx lowest xxxxxxxxxx region xx terms xx grosssales xxxx were xxxxx sales xxxxx Region xxxxx Executive xxxxxxxxxxxxxxxxxx visual xxxx representation xxxxxxxxx medical xxxxx the xxxxx results xxxx imply xxxxx performance xxxxxxxx of xxxxxxxxx Medical xxx MSMI xxx the xxxxxx quarter xxxxxxxxxxx the xxxxx figures xxx potential xxxxxx by xxxxxxxxx tableau xx extract xxxxxxxxxxx from xxx company's xxxxx data xxxxxxxxxx on xxxxxxxxxxxxxx and xxxxxxxxxxxxxxxxx regions xxxxx the xxxxxxx grossing xxxxxx AL-BIRM xxxxxxx by xxxxx recorded xxxxx of xxxxxxx the xxxxxxxxxxxxxxxxx region xxxxx reported xxxxx of xxxxxx the xxxx for xxxxxxxxx discussion xx the xxxxxxxx quarterly xxxxx meeting xxxxx Performance xxxxxxxxxxxxxxx Performing xxxxxxxxxxxx Tableau xxx AL-BIRM xxxxxx emerged xx the xxxxxxxxxxxxxx sales xxxxxx generating xx gross xxxxx under xxx management xx Haiku xxxxx a xxxxxx performance xx this xxxxxx could xx attributed xx possible xxxxxxxxx management xxxxxxxxxx and xxxxxx trends xxxx their xxxxxx market xxxxx other xxxxxxxxxxxxxxx regions xxxxxxx TN-MEMPH xxxxxxx by xxxxx and xxxxxx managed xx Elliotte xxxx contributing xxxxxxxxxxxxx to xxxxxxx company xxxxxxx Lowest xxxxxxxxxx RegionOn xxx other xxx of xxx spectrum xxx LA-NO xxxxxx recorded xxx lowest xxxxx sales xxxxxxxxx to xxxx a xxxxxxxxxxx emphasized xxxxxxxxx challenge xx the xxxxxx it xxxxx be xxxx dynamic xxxxxxxxxxx in xxx demand xxxxxx alongside xxxxxx competition xxxxxx customer xxxxxxx experiencing xxxx of xxxxxxxx that xx turn xxxxxxxxx minimized xxxxxxxx demand xx operational xxxxxxxxxxxxxx with xxxxxxxx stakeholder xxxxxxxxxxxxxxxx also xxxxxxxxxxxxxxxx regions xxxxxxx LA-SO xxx SC-NO xxxx of xxxxx also xxx significantly xxxxx gross xxxxx compared xx other xxxxxxx Summary xxxxxxxxxx is xxx tabular xxxxxxx extracted xxxx Tableau xxxxxxxx report xx in xxx Tableau xxxx as xxxx as xxxxxxxx in xxx image xxxxx StateRegionSales xxxxxxxxxxxx SalesALAL-BIRMHaiku xxxxxxxxxxxxxxx MSMS-MSOElliotte xxxxxxxxxxxxxx LALA-SOBoudreauxLow xxxxxxxxxxxxxxxxxxxxxxx SalesThe xxxx indicates x significant xxxxxxxxx between xxx highest xxx lowest-performing xxxxxxx emphasizing xxx need xxx targeted xxxxxxxxx improvements xx underperforming xxxxx while xxxxxxxxxxx successful xxxxxxxxx in xxxxxxxxxxxxxxx regions xxxxxxxxxxxxxxx on xx analysis xx the xxxx using xxxxxxx that xxxxxxxx a xxxxxxxxxxx foundation xxx the xxxxxxxx quarterly xxxxxxx while xxx understanding xxxxxxxx by xxxxxxx demonstrates xxx potential xx Business xxxxxxxxxxxx tools xx sales xxxxxxxxxxx evaluation xxx company xxxxx to xxxxxxx certain xxxxxxxxx recommendations xx address xxxxxxxx sales xxxxxxxxxxx and xxxxxxxx future xxxxx growth xxxxx on xx understanding xxxx the xxxxxxxx some xx the xxxxxxxx recommendations xxxxx to xxxxxxx strengthen xxxxx strategies xx lower xxxxxxxxxx regions xx targeting xxxxx training xx LA-NO xxxxx and xxxxx while xxxx run x intense xxxxxx analysis xx understand xxxxxxxxxxx pricing xxx customer xxxxxxxxxxx and xxxx implement x better xxxxxxxxx program xxx the xxxxx team xx the xxxxxxxxxxxxxxx regions xx improve xxxxxxxxxx and xxxxxxxxxxxx rate xxxxxxxx assess xx there xx a xxxxxxxxxxx for xxxxxxxxxxx best xxxxxxxxx from xxxxxx performing xxxxxxx can xx adopted xx understanding xxx Haiku xx AL-BIRM xx Boyer xx TN-MEMPH xxxx their xxxxxxxxxx implemented xxxx success xxxxxxx can xx adopted xxxx managers xx struggling xxxxxxx Thirdly xxxxxxxx utilizing xx on xxxxxxxx sales xxxxxxxxxxx wherein xxxxxxx can xx employed xx quarterly xxxxx to xxxxx performance xx identify xxxxxx and xxxxxx sales xxxxxxxxxx proactively xxx also xxxxx on xxx data xxxxxx there xx a xxxx to xxxxxxxx product xxxxxxxxxxxx and xxxxx chain xx order xx identify xxxxxxxxxxxxxx while xxxxxxxxxxxxx the xxxxxxxxxxxxx to xxx right xxxxxxxxx are xxxxx met xx proportion xx the xxxxxxxx demandMore Articles From Business Intelligence UNIV 4708
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