Part III Difficulty Intermediate In Order To Create The Tree

Part Iii Difficulty Intermediate In Order To Create The Treemap Fo

Part III (Difficulty: Intermediate) In order to create the Treemap for the Cost of Goods Sold (COGS), you will have to link two data files. Tableau will do this automatically. Start by uploading the sales file (you can use the same workbook as the previous investigations; however, we always recommend you save your work as you go). Once the sales file is uploaded, upload the purchase price file. The files should be a center join based on Brand.

Once the files are linked, verify your files uploaded and joined properly. The total Sales Dollars should be $483,891,954. Verifying your COGS of $347,412,594 will be trickier as we need to create the variable (to be discussed below). To determine the COGS, you’ll have to create the COGS variable by going to the Analysis Tab and clicking on a Create a Calculated Field. Drag Purchase Price and then multiply by Sales Quantity.

You should see your new variable under the Measures. • Once the files are merged, you’ll have to calculate the following variables – COGS - $347,412,594 – Gross Profit: Gross Profit = Sales - COGS – Gross Profit %: Gross Profit / Sales • Create a Scatter Graph comparing each store’s Sales and Gross Profit. – Does the relationship appear to be linear? – What is the equation of the trend line? Hint: Use the Analysis Tab and drag it onto your Worksheet. – Why wouldn’t all of the stores be exactly on the trend line since each store has access to the same inventory? • Create a Worksheet to determine the percentage that each Store contributes to the overall Gross Profit. Use the Classification variable to filter based on spirits and wine.

Convert your Worksheet into a Stacked Bar Chart. What percent does store 76 contribute to the overall gross profit? What percent does Store 76 contribute to Gross Profit based on wine only? Spirits only? • Individually, which two stores have the highest Gross Profit %? Individually, which two stores have the lowest Gross Profit %? • What kind of decisions could be made when examining a store’s contribution to overall gross profit for the company? What kind of decision could be made when comparing individual store gross profit percentages?

Paper For Above instruction

The task involves creating a Treemap for Cost of Goods Sold (COGS) in Tableau by linking sales and purchase price data files, calculating key variables, and analyzing store performance metrics. This process requires multiple steps, including data integration, calculation, visualization, and interpretive analysis, which collectively facilitate comprehensive understanding of profit contributions across different store locations.

Initially, the user must upload the sales data file and then the purchase price file into Tableau. The two files need to be linked via a center join based on the Brand field, ensuring data integrity and correct relational mapping. Verification of the join is essential to confirm that the total Sales Dollars match the expected value of $483,891,954, and the COGS closely approximates $347,412,594 after calculating the necessary variables.

To compute COGS, a calculated field should be created by multiplying the Purchase Price by the Sales Quantity, which then appears under the Measures section. Following data integration, several analytical variables need to be derived: COGS, Gross Profit (Sales minus COGS), and Gross Profit Percentage (Gross Profit divided by Sales). These metrics allow for detailed profitability assessment at the store level.

A scatter plot comparing each store’s Sales versus Gross Profit should be generated to observe the relationship and identify if it exhibits linearity. The trend line should be added via the Analysis tab, and its equation interpreted. The question about why stores won’t align perfectly on the trend line emphasizes inherent variability in store performance despite similar inventory access.

Further analysis involves quantifying each store’s contribution to total Gross Profit, filtering data by product classification—spirits and wine. A stacked bar chart visualization will display the percentage contributions. Special attention is given to Store 76, analyzing its share overall, as well as within specific categories.

Identifying the stores with the highest and lowest Gross Profit % provides insight into operational efficiencies or challenges, guiding strategic decisions. Evaluative discussions highlight how these metrics influence managerial decisions, such as resource allocation, marketing focus, or inventory adjustments to optimize profitability.

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