you do not have to complete the video part of the assignment
If you didn’t complete the Tableau 1 project, please consider doing that tutorial so you know how Tableau works. At
a minimum, refer to the Tableau 1 project instructions to download and register for the Tableau software. See the
Tableau 1 assignment or the Tableau Overview page in the Modules area on Canvas.
• Download the project data file (Tableau 2 Data U20.xlsx) from the Tableau 2 assignment.
• The scenario for this assignment is that you are evaluating sales for various product lines. One good way to start is to
use Excel filtering to check out what is in each field. For example, if you turn filters on and then filter on year, you can
see how many years the data spans, or the types of products or states where product is sold. You can also use pivot
tables. Getting an overview with Excel can be helpful. Then you’ll analyze the data with Tableau to see what sales /
marketing recommendations you can make for the future, given several years’ data. Page 3 of these instructions has
notes on analyzing data.
• Data / Prep
• Import the data: Open Tableau, go to the Connect pane (left) and click on Microsoft Excel
and browse to the data file and click ‘Open’
• Open a blank sheet and set the field properties,
For any geographic fields, right click the name (Region, for example), select
‘geographical role and then select country / region.
NOTE: Keep the geographical roles of fields State and State Abbrev as State/Province.
o For currency fields, right click each field, select ‘Default Properties’, then ‘Number
Format’ and select ‘Currency (Standard)’.
o For percentage fields, do the same but select percentage with 1 decimal place.
• You can now start analyzing the data. The last page of this document has guidelines and tips to get you started. A
few additional suggestions: with this data, some things to investigate might be states or regions with high sales
(what is selling?), those with low sales (what isn’t selling?), states in a region and what seems to be similar in terms
of sales. Any outliers you see, drill down and see what is causing the variation in sales.
1) Tableau Workbook Analysis (worth 60 points)Save your Tableau workbook as a Tableau Packaged Workbook (.twbx). USE ‘SAVE AS’. Name it your
lastname_Tableau2.twbx. See the Tableau 1 instructions for more on this saving workbooks correctly.
Your tableau workbook should include:
1) The Data
2) At least 4 worksheets / visualizations (3 different formats, at least one map). Include filters, colors, and labels
in your charts.
3) At least 1 interactive dashboard (made up of at least 2 visualizations)
4) One story made up of at least 5 panes – all worksheets / visualizations and your dashboard(s).
5) Comments on each story pane briefly explain what you are showing
For notes on how to analyze the data, see the last page of these instructions: “Analyzing Data – Tableau 2.pdf”
2) Word Documentation (worth 25 points) – Name your Word document yourname_Tableau2.docx. Include
the following sections:
Part 1) The Data – A paragraph describing the data – what’s included in the columns and rows and how you
approached the analysis of this data. This should include: 1) what you did to initially analyze the data, 2) how
the initial data analysis influenced the types of visualizations you included, 3) any problems you had and 4) any
changes in your thoughts about the data as you worked through the project.
Part 2) Workbook Sheets – Screenshots of the (at least) 4 sheets that you’ve created. Do not use cell phone
pictures. Below each screenshot, include a detailed paragraph (more than a few sentences) describing: 1)
what you are showing AND what you learned about your data from the visualization, 2) what led to this
visualization and 3) the relevance / importance in relationship to the data. Also include 4) why you chose the
particular visualization format and 5) a response to the question, “Why is this analytic / visualization
Part 3) Workbook Dashboard – Include a screenshot (not a cell phone picture) of at least 1 dashboard and below
the dashboard a detailed paragraph describing: 1) what the components you included & how the interaction
works, 2) why you included them and 3) what’s the point of this collection of sheets – why did you include
them together, what’s do they show as a group?
Part 4) The Story – You don’t need a screenshot of each pane in your story. But 1) Describe a narrative of how
your worksheets and dashboard(s) tell your analysis ‘story’. 2) Include the points you are making by including
them in the ‘story’ and 3) your specific recommendations to improve sales / profits going forward.
Part 5) Conclusions – A paragraph describing what you learned about Tableau. Include skills learned and obstacles
3) YouTube Video (worth 15 points)
Create a short video (5 minutes at a minimum and no phone videos) that includes:
1. You! Introduce yourself, using your laptop camera to record yourself* (your face!) so you are included in the video.
2. Switch your video to your desktop* and with your Tableau file open, walk through your Tableau project, describing:
a) The data
b) Each of your 4 (or more) worksheets / visualizations, explaining why each analytic is meaningful
c) Your dashboard(s) – what is included and why you included these visualizations. Your dashboard should be
interactive, so demonstrate this.
d) Your analysis ‘story’ – what all of your analysis shows, the conclusions and your recommendations
e) What you learned about Tableau and your data
(Use your Word document above to guide your video script.)
3. Upload your video to YouTube as an unlisted video and test your URL / link.
Information on video software, uploading to YouTube and Tableau/Video/YouTube help sessions can be found at the
“Tableau Projects and Citizen Data Science Certificate” document, found in our Tableau Overview page (modules area).
*If you are using software that records your desktop and records you at the same time (in a small inset window), you can
do your introduction in this format.
Submitting your Deliverables – READ THIS CAREFULLY – follow all steps
1. Upload to the Tableau 2 Canvas Assignment. This should include:
1) your Tableau Packaged Workbook, ‘saved as’ a Tableau Packaged Workbook .twbx (or we won’t be able to
grade it. Named correctly.
2) your Word document, named correctly.
3) and the URL to your video story (add this to the comment area of your submission)
2. Complete the Citizen Data Science Certificate Survey (another assignment on Canvas). You’ll just enter your name
and the URL to your YouTube video. Just the URL, no comments please. Something like http://youtube…. You won’t
get credit towards the Citizen Data Science Certificate unless you complete the project fully and complete this survey.
3. ALSO submit another copy of your Word document to the Canvas assignment called, ‘Tableau 2 TurnItIn Submission’.
Your Word document must be submitted to both assignment areas to be graded.