Data Analytics by Tableau
Accounting Information Systems
ACC306WS1 Fall 2020
Due Date: 11/29/2020 @ 11:00pm
** No time extension for the submission date **
Written by:
Dr. Samy Garas
Associate Professor of Accounting
School of Business & Economics
SUNY, Plattsburgh
Page 1
Importance of Data Analytics
Understanding how to use data analytics to articulate and solve business problems is a necessary skill
for todays business graduate. Various external stakeholders are emphasizing the need for data analytics
skills in business program graduates. For example, the Association to Advance Collegiate Business
Schools (AACSB) standards for accounting programs advocate incorporating data analytics content and
learning objectives into the curriculum. In addition to data analytics skills, AACSB calls for students and
faculty to develop technology agility, the ability to adapt to new technology rapidly. The topic of data
analytics will be on the BEC and AUD sections of the Certified Public Accountant exam beginning in 2019.
The Institute of Management Accountants has now included data analytics in both its competency
framework and in the Certified Management Accountant exam. Other organizations are also calling for
data analytics skills in business school graduates. With these projects, students will also gain a deeper
understanding of financial information prepared and how this type of analysis can support management
decision-making.
Overview The demand for college graduates with data analytics skills has exploded, while the tools and techniques
are continuing to evolve and change at a rapid pace. This project illustrates how data analytics can be
performed using Tableau. As you analyze this case, you will be learning how to drill-down into a
companys sales and cost data to gain a deeper understanding of the companys sales and costs and
how this information can be used for decision-making.
Tableau learning objectives 1. Join two tables 2. Create calculated fields 3. Build visualizations by dragging fields to the view 4. Format data types within the view 5. Filter data in Tableau visualization 6. Format data within the Tableau visualization 6. Utilize the Marks card to change measures for sum, count and average 8. Sort data in visualization by stated criteria 9. Create a bar chart in the view 10. Create a map chart
Access to Tableau
Option (A)
Use the following link to virtually access Tableau on our campus lab (Au Sable Hall #109)
https://www.plattsburgh.edu/academics/resources/technology/csds/helpdesk/remote-lab.html
If you decide to use Tableau on our campus lab, you need to upload the data Excel file on Google drive
before you move it to the desktop of the remote lab. Then, open the file from the lab desktop, do your
work on Tableau, and save the Tableau file on the lab desktop. Finally, copy the Tableau file from the
lab desktop to Google drive and back to your desktop.
https://www.plattsburgh.edu/academics/resources/technology/csds/helpdesk/remote-lab.html
Page 2
Option (B)
The free version of Tableau is good enough for this project. Please use the following steps to get access
to Tableau free version if you have not already done so.
1. Go to the Tableau site: www.tableau.com/students
2. Select the Get Tableau for Free button, and fill out the form using our school email address
not your personal email.
3. You should receive the key in a few hours once the form is submitted and Tableau verifies that
you are enrolled at SUNY Plattsburgh.
4. While you are waiting for the key, you can download the 14-day trial through the following link
and start working right now. (http://www.tableau.com/products/desktop/download)
Features of Tableau Tool Advantages Disadvantages
Tableau ? Tableau is currently widely used by corporations
? Tableau can be used on computers running Windows or Mac operating systems
? Includes visualization and dashboard tools not found in Excel
? Registration is required to get a license key that is good for one semester or one year
Project Background This KAT Insurance Corporation data set is based on real-life data from a national insurance company.
The data set contains more than 65,000 insurance sales and costs records from 2017. All data and
names have been anonymized to preserve privacy.
Project tutorial videos
Use the following links to get a step-by-step tutorial video for the project requirements:
Requirement (1): https://youtu.be/SqZ7kQN5e8A
Requirement (2): https://youtu.be/kwtqBUDJogg
Requirements (3-6): https://youtu.be/U9b2W5pH8-U
Requirements (7-10): https://youtu.be/PGJ-7C7MqJQ
The tutorial videos are designed to walk you through the steps needed for the project.
Project General Learning Objectives 1. Clean the data in a data set
2. Analyze cost and contribution margin data
3. Interpret findings
http://www.tableau.com/students
http://www.tableau.com/products/desktop/download
Page 3
Project Requirements
To follow are the requirements for analyzing sales records in the data set. Please watch the 4 videos
that were mentioned in the previous page to get more details about the project requirements.
1. Create a worksheet on Tableau to find out the typographical errors AND create a dashboard on Tableau to make a list of all these errors along with a table that displays the corrections of those errors.
2. Create two worksheets: the first one includes a table with sales revenue, variable cost, contribution margin, and the median for variable cost percentage for each insurance type in every state. Under the table, create a caption and write down your findings in each insurance type (such as highest & lowest sales, variable cost, and contribution. Also, add any relation you find among the numbers). The second worksheet includes a colored horizontal bar chart that displays sales revenue, variable cost, and contribution margin for every insurance type in every state.
3. Create two worksheets: the first one includes a table with sales revenue, variable cost, contribution margin, average contribution margin and sales count for every insurance type. Under the table, create a caption and write down your findings (see the second requirement for more details). The second worksheet includes a colored horizontal bar chart that shows sales, contribution margin, average contribution margin, and sales count for every insurance type
4. Create two worksheets: the first one includes a table that displays the contribution margin ratio
for each insurance type. Under the table create a caption to write down your answer to the following questions: [1] Do these rankings agree with the rankings you found in Requirement 3? [2] Should these two rankings always be the same? Explain. The second worksheet includes a colored horizontal bar chart that shows the same information you made in the previous table.
5. Create two worksheets: the first one includes a table that displays the contribution margin ratio
for each state. Under the table create a caption to show your answer to the following question: Which state(s) had a contribution margin ratio greater than 75%? The second worksheet includes a colored horizontal bar chart that shows the same information you made in the previous table.
6. Create two worksheets: the first one includes a table that displays the contribution margin ratio for each region. Under the table create a caption to show your answer to the following questions: [1] Which region(s) had a contribution margin ratio greater than 60%? [2] Within each region, what was the most profitable state and the least profitable state? The second worksheet includes a colored horizontal bar chart that shows the same information you made in the previous table.
7. Create two worksheets: the first one includes a table that displays the quarterly sales for each
insurance type in 2017. Under the table create a caption to show your answer to the following questions: [1] Which quarter has the highest sales in every insurance type? [2] Which quarter has the lowest sales in every insurance type? The second worksheet includes a colored horizontal bar chart that shows the same information you made in the previous table.
Page 4
8. Create two worksheets: the first one includes a table that displays the sales of every salesperson in every state and in every region. Under the table create a caption to show your answer to the following questions: [1] Who is the leading sales person in every region? [2] Who is the leading salesperson in the whole country and how much sales did (s)he make during 2017? The second worksheet includes a colored horizontal bar chart that shows the same information you made in the previous table.
9. Create two worksheets: the first one includes a table that shows the sales of every state-type of insurance. (hint: you can use filters function here). Under the table create a caption to show your answer to the following questions: [1] Which type of insurance has the highest sales among all the states? [2] Which type of insurance has the lowest sales among all the states? The second worksheet includes a colored horizontal bar chart that shows the same information you made in the previous table.
10. Create two worksheets: the first one includes a table that shows the sales and contribution margin ratio in every state and in every region. Under the table create a caption to show your answer to the following questions: [1] Which state has the highest sales & contribution margin ratio? [2] Which state has the lowest sales & contribution margin ratio? [3] Which region has the highest sales & contribution margin ratio [4] Which region has the lowest sales & contribution margin ratio? The second worksheet includes a map with colored states to show the sales and the contribution margin ratio in each state.
Tableau saving instructions Save your answers to the above questions in a tableau file with .twbx extension rather than .twb file. A
.twbx file is a Tableau Packaged Workbook, which includes the original .twb file grouped together with
the datasource(s) in one package. A .twbx file is similar to a zip file, which will contain all the necessary
information for the files to be opened in Tableau.
File to upload on Blackboard A .twbx Tableau file. The file should include your answer to each one of the above questions (1-10) in
separate tabs.
Grading Rubric
Criteria Excellent Average Needs work Total Comments
Req 1
8 – 10 points 5 – 7 points 0 – 4 points
Creation of a worksheet and a dashboard to show All the errors in data set along with
the corrections
Creation of a worksheet and/or a dashboard. A few errors have not corrected. No evidence for correction
Creation of a worksheet or a dashboard with a list of
some of the errors but no evidence for correction.
Page 5
Req 2
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; findings are properly described
One or two minor mistakes in the sheet or graph,
response, or formatting
Sheet and graph do not address requirements; question answer is not
adequate
Req 3
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; findings are properly described
One or two minor mistakes in the sheet or graph,
response, or formatting
Sheet and graph do not address requirements; question answer is not
adequate
Req 4
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Req 5
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Req 6
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Req 7
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Req 8
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Req 9
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Req 10
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and map address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Timeliness First day of delay ? deduct 10 points
Second day of delay ? deduct 20 points More than two days of delay ? No acceptance for any reason
TOTAL POINTS (out of 100 points)
Applied Sciences
Architecture and Design
Biology
Business & Finance
Chemistry
Computer Science
Geography
Geology
Education
Engineering
English
Environmental science
Spanish
Government
History
Human Resource Management
Information Systems
Law
Literature
Mathematics
Nursing
Physics
Political Science
Psychology
Reading
Science
Social Science
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Home>Business & Finance homework help>Accounting homework help>tableau project
Project (2)
Data Analytics by Tableau
Accounting Information Systems
ACC306WS1 Fall 2020
Due Date: 11/29/2020 @ 11:00pm
** No time extension for the submission date **
Written by:
Dr. Samy Garas
Associate Professor of Accounting
School of Business & Economics
SUNY, Plattsburgh
Page 1
Importance of Data Analytics
Understanding how to use data analytics to articulate and solve business problems is a necessary skill
for todays business graduate. Various external stakeholders are emphasizing the need for data analytics
skills in business program graduates. For example, the Association to Advance Collegiate Business
Schools (AACSB) standards for accounting programs advocate incorporating data analytics content and
learning objectives into the curriculum. In addition to data analytics skills, AACSB calls for students and
faculty to develop technology agility, the ability to adapt to new technology rapidly. The topic of data
analytics will be on the BEC and AUD sections of the Certified Public Accountant exam beginning in 2019.
The Institute of Management Accountants has now included data analytics in both its competency
framework and in the Certified Management Accountant exam. Other organizations are also calling for
data analytics skills in business school graduates. With these projects, students will also gain a deeper
understanding of financial information prepared and how this type of analysis can support management
decision-making.
Overview The demand for college graduates with data analytics skills has exploded, while the tools and techniques
are continuing to evolve and change at a rapid pace. This project illustrates how data analytics can be
performed using Tableau. As you analyze this case, you will be learning how to drill-down into a
companys sales and cost data to gain a deeper understanding of the companys sales and costs and
how this information can be used for decision-making.
Tableau learning objectives 1. Join two tables 2. Create calculated fields 3. Build visualizations by dragging fields to the view 4. Format data types within the view 5. Filter data in Tableau visualization 6. Format data within the Tableau visualization 6. Utilize the Marks card to change measures for sum, count and average 8. Sort data in visualization by stated criteria 9. Create a bar chart in the view 10. Create a map chart
Access to Tableau
Option (A)
Use the following link to virtually access Tableau on our campus lab (Au Sable Hall #109)
https://www.plattsburgh.edu/academics/resources/technology/csds/helpdesk/remote-lab.html
If you decide to use Tableau on our campus lab, you need to upload the data Excel file on Google drive
before you move it to the desktop of the remote lab. Then, open the file from the lab desktop, do your
work on Tableau, and save the Tableau file on the lab desktop. Finally, copy the Tableau file from the
lab desktop to Google drive and back to your desktop.
https://www.plattsburgh.edu/academics/resources/technology/csds/helpdesk/remote-lab.html
Page 2
Option (B)
The free version of Tableau is good enough for this project. Please use the following steps to get access
to Tableau free version if you have not already done so.
1. Go to the Tableau site: www.tableau.com/students
2. Select the Get Tableau for Free button, and fill out the form using our school email address
not your personal email.
3. You should receive the key in a few hours once the form is submitted and Tableau verifies that
you are enrolled at SUNY Plattsburgh.
4. While you are waiting for the key, you can download the 14-day trial through the following link
and start working right now. (http://www.tableau.com/products/desktop/download)
Features of Tableau Tool Advantages Disadvantages
Tableau ? Tableau is currently widely used by corporations
? Tableau can be used on computers running Windows or Mac operating systems
? Includes visualization and dashboard tools not found in Excel
? Registration is required to get a license key that is good for one semester or one year
Project Background This KAT Insurance Corporation data set is based on real-life data from a national insurance company.
The data set contains more than 65,000 insurance sales and costs records from 2017. All data and
names have been anonymized to preserve privacy.
Project tutorial videos
Use the following links to get a step-by-step tutorial video for the project requirements:
Requirement (1): https://youtu.be/SqZ7kQN5e8A
Requirement (2): https://youtu.be/kwtqBUDJogg
Requirements (3-6): https://youtu.be/U9b2W5pH8-U
Requirements (7-10): https://youtu.be/PGJ-7C7MqJQ
The tutorial videos are designed to walk you through the steps needed for the project.
Project General Learning Objectives 1. Clean the data in a data set
2. Analyze cost and contribution margin data
3. Interpret findings
http://www.tableau.com/students
http://www.tableau.com/products/desktop/download
Page 3
Project Requirements
To follow are the requirements for analyzing sales records in the data set. Please watch the 4 videos
that were mentioned in the previous page to get more details about the project requirements.
1. Create a worksheet on Tableau to find out the typographical errors AND create a dashboard on Tableau to make a list of all these errors along with a table that displays the corrections of those errors.
2. Create two worksheets: the first one includes a table with sales revenue, variable cost, contribution margin, and the median for variable cost percentage for each insurance type in every state. Under the table, create a caption and write down your findings in each insurance type (such as highest & lowest sales, variable cost, and contribution. Also, add any relation you find among the numbers). The second worksheet includes a colored horizontal bar chart that displays sales revenue, variable cost, and contribution margin for every insurance type in every state.
3. Create two worksheets: the first one includes a table with sales revenue, variable cost, contribution margin, average contribution margin and sales count for every insurance type. Under the table, create a caption and write down your findings (see the second requirement for more details). The second worksheet includes a colored horizontal bar chart that shows sales, contribution margin, average contribution margin, and sales count for every insurance type
4. Create two worksheets: the first one includes a table that displays the contribution margin ratio
for each insurance type. Under the table create a caption to write down your answer to the following questions: [1] Do these rankings agree with the rankings you found in Requirement 3? [2] Should these two rankings always be the same? Explain. The second worksheet includes a colored horizontal bar chart that shows the same information you made in the previous table.
5. Create two worksheets: the first one includes a table that displays the contribution margin ratio
for each state. Under the table create a caption to show your answer to the following question: Which state(s) had a contribution margin ratio greater than 75%? The second worksheet includes a colored horizontal bar chart that shows the same information you made in the previous table.
6. Create two worksheets: the first one includes a table that displays the contribution margin ratio for each region. Under the table create a caption to show your answer to the following questions: [1] Which region(s) had a contribution margin ratio greater than 60%? [2] Within each region, what was the most profitable state and the least profitable state? The second worksheet includes a colored horizontal bar chart that shows the same information you made in the previous table.
7. Create two worksheets: the first one includes a table that displays the quarterly sales for each
insurance type in 2017. Under the table create a caption to show your answer to the following questions: [1] Which quarter has the highest sales in every insurance type? [2] Which quarter has the lowest sales in every insurance type? The second worksheet includes a colored horizontal bar chart that shows the same information you made in the previous table.
Page 4
8. Create two worksheets: the first one includes a table that displays the sales of every salesperson in every state and in every region. Under the table create a caption to show your answer to the following questions: [1] Who is the leading sales person in every region? [2] Who is the leading salesperson in the whole country and how much sales did (s)he make during 2017? The second worksheet includes a colored horizontal bar chart that shows the same information you made in the previous table.
9. Create two worksheets: the first one includes a table that shows the sales of every state-type of insurance. (hint: you can use filters function here). Under the table create a caption to show your answer to the following questions: [1] Which type of insurance has the highest sales among all the states? [2] Which type of insurance has the lowest sales among all the states? The second worksheet includes a colored horizontal bar chart that shows the same information you made in the previous table.
10. Create two worksheets: the first one includes a table that shows the sales and contribution margin ratio in every state and in every region. Under the table create a caption to show your answer to the following questions: [1] Which state has the highest sales & contribution margin ratio? [2] Which state has the lowest sales & contribution margin ratio? [3] Which region has the highest sales & contribution margin ratio [4] Which region has the lowest sales & contribution margin ratio? The second worksheet includes a map with colored states to show the sales and the contribution margin ratio in each state.
Tableau saving instructions Save your answers to the above questions in a tableau file with .twbx extension rather than .twb file. A
.twbx file is a Tableau Packaged Workbook, which includes the original .twb file grouped together with
the datasource(s) in one package. A .twbx file is similar to a zip file, which will contain all the necessary
information for the files to be opened in Tableau.
File to upload on Blackboard A .twbx Tableau file. The file should include your answer to each one of the above questions (1-10) in
separate tabs.
Grading Rubric
Criteria Excellent Average Needs work Total Comments
Req 1
8 – 10 points 5 – 7 points 0 – 4 points
Creation of a worksheet and a dashboard to show All the errors in data set along with
the corrections
Creation of a worksheet and/or a dashboard. A few errors have not corrected. No evidence for correction
Creation of a worksheet or a dashboard with a list of
some of the errors but no evidence for correction.
Page 5
Req 2
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; findings are properly described
One or two minor mistakes in the sheet or graph,
response, or formatting
Sheet and graph do not address requirements; question answer is not
adequate
Req 3
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; findings are properly described
One or two minor mistakes in the sheet or graph,
response, or formatting
Sheet and graph do not address requirements; question answer is not
adequate
Req 4
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Req 5
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Req 6
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Req 7
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Req 8
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Req 9
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and graph address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Req 10
8 – 10 points 5 – 7 points 0 – 4 points
Sheet and map address all requirements and formatted
correctly; questions are answered
One or two minor mistakes in the sheet or graph,
responses, or formatting
Sheet and graph do not address requirements; one or more question responses
are not adequate
Timeliness First day of delay ? deduct 10 points
Second day of delay ? deduct 20 points More than two days of delay ? No acceptance for any reason
TOTAL POINTS (out of 100 points)
Applied Sciences
Architecture and Design
Biology
Business & Finance
Chemistry
Computer Science
Geography
Geology
Education
Engineering
English
Environmental science
Spanish
Government
History
Human Resource Management
Information Systems
Law
Literature
Mathematics
Nursing
Physics
Political Science
Psychology
Reading
Science
Social Science
Home
Homework Answers
Blog
Archive
Tags
Reviews
Contact
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