13 Jun WHAT PRODUCTS ARE UNDER PERFORMING?
First, you will need to download a copy of Tableau with some associated sample data sets. We will use one of those data sets for this assignment. You will likely want to download this software to one computer where you will do all your work with Tableau.
To download the software, go to: (www.tableau.com) You will be asked to register and to download the software. Two data sets will install with the software, one an Access database (which is the one we’ll use) and the other an Excel spreadsheet (which you may want to use to try to mimic some of the product tours).
I have the file I will send it to you when you agree. To do the work
Open the Coffee Chain (Access) data source
Now for the project. There is no fixed answer. I am interested in how you develop your skill at using a data visualization tool for business intelligence and problem solving/investigation. In part, this means picking an appropriate kind of visualization to really help find patterns in the data and present a convincing view of the issues. Each group, I am sure, will come up with a different result.
Here is the situation: assume you are a marketing manager in this coffee house chain and you have a sense that there are profitability issues in your products. You do not know exactly how to define the problem nor what factors contribute to the issues. You want to explore this situation by visualizing the data you have received from those kind folks in IT (your data mart in a single Access table—well, not the normal BI data source, but it will do).
Now call up the coffee-chain data source, and begin to explore.
What products are under performing?
What correlates with profit?
Are there issues with certain product lines, products, markets, pricing structures (margins), costs, ….?
There are multiple answers. Treat this like a typical case study where you have been given data and you need to find where the problems are. What I would like to see in your report is an explanation of what you discovered and enough screen shots from your analysis to show the logic of how you reached your conclusions and to convince me you found the problem.
I suspect that with each screen shot you would define what question you are asking, what you observe, and why you went where you did next in your step-by-step problem exploration process.
Now, how to do you know when you are done? One answer is…you have a justification for were profitability issues are and their causes. You do not have to be comprehensive. Find one or two factors that identify where the issues are and what cause them. A second answer is that you have generated several (roughly 6-10) displays that show your progressive investigation, and these displays show different capabilities of Tableau (e.g., using the different shelves, filtering data, different styles of graphs — Tableau does a lot of automatic generation of what it thinks is the right type of graph). In other words, treat this like a problem solving, treasure hunt, or business case.
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