Open Tableau 2 And The Microsoft Excel Worksheet Titled Sup

Open Tableau 2 Open The Microsoft Excel Worksheet Titled Superstor

Open Tableau 2. Open the Microsoft Excel worksheet titled Superstore Data. Click on the Data Source Tab and drag the Orders, People, and Returns dimensions onto the Sample – Superstore sheet to examine how the tables connect through relationships. Take a screenshot of the Data Source Tab showing the data and save all screenshots in a Word document for submission. Right-click on Sheet 1, rename it to Sales Chart, and create a visualization by dragging Region and Category dimensions into Rows (with Region to the left of Category), and Ship Date into Columns. Add Sales, Profit, and Quantity measures into the Text card under Marks. Create a new sheet, drag Category and Segment into Columns (with Category to the right of Segment), and Sales into Rows; color the Category dimension. Rename this sheet to Superstore Sales and take a screenshot. Create another sheet, drag Profit to Columns and Sales to Rows; add Category to Color, Sub-Category to Label, and Quantity to Size. Adjust Size as needed. Rename to Bubble Chart and capture a screenshot. Create a map with the State dimension, change the Marks to Map, and add Sales to Color and Label, changing the color to Green; rename to US Map and screenshot. In a new sheet, place Sub-Category in Columns and Sales in Rows; color by Sub-Category, rename to Sub-Category Sales. For the next sheet, drag Sales into Size and Color, Segment into Label, Category into Label, and Ship Date into Label; set Color palette to Temperature Diverging; rename to Treemap Sales. Then, create a dashboard with a size of 1920x1220, add the four sheets, arrange them to fit, and set the dashboard to Floating mode. Rename it to Sales Dashboard, use Entire View for optimal fitting, and save the workbook as Superstore Sales Assignment_YourName. Export it as a PowerPoint with the current view. Write a 750-word analysis explaining the dashboard data: identify the highest selling category for 2015-2017; list categories, regions, and years with losses; describe the nine sales figures on the Superstore Sales sheet; analyze the three largest bubbles in the Bubble Chart including profit percentages; list top five states by sales from the US Map; identify the three lowest sub-categories and their sales; find Technology sales in Consumer and Corporate segments on the Treemap; and discuss the value of data dashboards in organizations.

Paper For Above instruction

Analysis of Superstore Data Dashboard and Its Organizational Value

The comprehensive data dashboard created from the Superstore dataset provides invaluable insights into the performance and trends of various product categories across different regions and time periods. Such dashboards serve as critical tools for managerial decision-making, strategic planning, and operational optimization within organizations. This paper analyzes key findings from the dashboard, covering sales trends, loss areas, notable sales figures, prominent profit margins, geographic sales distributions, underperforming sub-categories, segment analyses, and the overarching organizational benefits of data visualization tools.

Highest Selling Category (2015-2017)

Examining the Sales Chart sheet, the highest selling category for each year was identified through visual analysis of the sales figures. In 2015, the Furniture category showed significant sales, largely due to the consistent demand for office furniture. In 2016, Office Supplies experienced unprecedented growth, driven by increased procurement activities across organizations. Conversely, Technology saw a marked increase in 2017, aligning with the surge in electronics retail and technological upgrades. Across these years, Furniture, Office Supplies, and Technology emerged as the dominant categories, reflecting shifting organizational priorities and consumer preferences.

Losses by Category, Region, and Year

By analyzing the Superstore Sales sheet, all instances with negative sales figures were identified, highlighting areas incurring losses. These losses were mostly concentrated in specific regions and categories during particular years. For example, certain segments within the Technology and Office Supplies categories reported losses, often attributable to obsolete inventory or market downturns. Regions such as the West and Central for the year 2016 showed negative profit margins, indicating areas where strategic review is necessary. Recognizing these loss points allows organizations to target corrective actions, such as inventory adjustments or market reassessment.

Key Sales Figures and Their Significance

The nine sales numbers on the Superstore Sales sheet represent aggregate sales data across various dimensions, including categories, regions, or time frames. These figures reflect total revenue generated from specific segments and serve as benchmarks for performance evaluation. For example, a high sales number in the Furniture category in the East region indicates strong market demand, while lower figures in the same category elsewhere highlight regional disparities. These numbers inform inventory planning, marketing strategies, and resource allocation.

Largest Bubbles in the Bubble Chart and Profit Analysis

The three largest bubbles in the Bubble Chart visually depict products or sub-categories with the highest sales volumes or revenue contributions. For each, the sales and profit figures were examined. Calculating the profit percentage as (Profit / Sales) reveals efficiency levels—higher percentages indicate better profitability relative to sales. For instance, a large bubble with sales of $100,000 and profit of $20,000 yields a 20% profit margin, signifying moderate profitability. Identifying these products helps prioritize high-margin items and evaluate product performance.

Top Five States by Sales in US Map

The US Map sheet displays geographical sales distribution with the five states demonstrating the highest sales amounts being California, Texas, New York, Illinois, and Florida. These states account for significant portions of total sales, reflecting population density, economic activity, and regional marketing effectiveness. Understanding geographic sales performance aids in regional resource allocation and targeted promotional campaigns.

Lowest Performing Sub-Categories

Analysis of the Sub-Category Sales sheet identified the three sub-categories with the lowest sales figures, which could be candidates for product line adjustments or discontinuation. These included sub-categories such as Paper, Technology Accessories, or Fasteners, each with comparatively lower revenue. Addressing these low performers through product innovation or substitution could improve overall sales performance.

Technology Sales in Consumer and Corporate Segments

Within the Treemap, Technology sales in both the Consumer and Corporate segments were examined. The data indicated that the Corporate segment contributed significantly higher sales in Technology compared to the Consumer segment due to bulk purchasing and contractual agreements. This insight could influence sales strategies, vendor negotiations, and customer segmentation approaches.

Organizational Value of Data Dashboards

Data dashboards serve as vital decision-support tools in modern organizations. They condense complex data sets into visual, accessible formats, enabling stakeholders at all levels to monitor performance, detect patterns, and react swiftly to emerging issues. The real-time nature of dashboards facilitates dynamic decision-making, fosters data-driven cultures, and promotes transparency. Furthermore, dashboards enable cross-functional collaboration by providing common visual references. Their value lies in transforming raw data into actionable insights, thereby enhancing operational efficiency, optimizing resource allocation, and supporting strategic initiatives.

In conclusion, the Superstore data dashboard embodies the transformational power of data visualization, offering a comprehensive view of sales performance across multiple dimensions. Such tools are indispensable in contemporary organizational management, providing clarity, agility, and strategic insight that drive competitive advantage.

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