Use the following login credentials to sign in to the virtual machine:Username: AdminPassword:The following information is for technical support purposes only:Lab Instance: 40201223To access Tableau Help, you can open theHelp.pdf file on the desktop.From the desktop, open the CC workbook.Open the Categorical Sales worksheet.You need to use table calculations to compute the following:. For each category and year, calculate the average sales by segment.. Create another calculation to compute the year-over-year percentage change of the average sales by category calculation. Replace the original measure with the year-over-year percentage change in the crosstab.From the File menu in Tableau Desktop, clickSave.
Answer(s): A
To compute the required calculations and update the worksheet in Tableau Desktop, follow these steps:Compute Average Sales by Segment for Each Category and Year:Open the CC workbook and navigate to the Categorical Sales worksheet. Drag the 'Sales' field to the Rows shelf if it's not already there. Drag the 'Segment' field to the Rows shelf as well, placing it next to 'Category' and 'Year'. Right-click on the 'Sales' field in the Rows shelf and select 'Quick Table Calculation' > 'Average'. This will compute the average sales for each segment within each category and year. Create a Calculation for Year-over-Year Percentage Change:Right-click in the data pane and select 'Create Calculated Field'. Name the calculated field something descriptive, e.g., "YoY Sales Change". Enter the formula to calculate the year-over-year percentage change:(ZN(SUM([Sales])) - LOOKUP(ZN(SUM([Sales])), -1)) / ABS(LOOKUP(ZN(SUM([Sales])), -1)) Click 'OK' to save the calculated field.Replace the Original Measure with the Year-over-Year Percentage Change in the Crosstab:Remove the original 'Sales' measure from the view by dragging it off the Rows shelf. Drag the newly created "YoY Sales Change" calculated field to the Rows shelf where the 'Sales' field was originally.Format the "YoY Sales Change" field to display as a percentage. Right-click on the field in the Rows shelf, select 'Format', and adjust the number format to percentage.Save Your Changes:From the File menu, click 'Save' to ensure all your changes are stored.
Tableau Help: Offers guidance on creating calculated fields and using table calculations. Tableau Desktop User Guide: Provides instructions on formatting and saving worksheets. These steps allow you to manipulate data within Tableau effectively, using table calculations to analyze trends and changes in sales data by category and segment over years.
From the desktop, open the CC workbook.Open the Incremental worksheet.You need to add a line to the chart that shows the cumulative percentage of sales contributed by each product to the incremental sales.From the File menu in Tableau Desktop, clickSave.
To add a line showing the cumulative percentage of sales contributed by each product to the incremental sales in the Incremental worksheet of your Tableau Desktop, follow these detailed steps:Open the CC Workbook and Access the Worksheet:From the desktop, double-click on the CC workbook to open it in Tableau Desktop. Navigate to the Incremental worksheet by clicking on its tab at the bottom of the window.Calculate Cumulative Sales Percentage:Create a new calculated field to compute the cumulative percentage of sales. Right-click in the Data pane and select 'Create Calculated Field'.Name this field "Cumulative Sales Percentage".Enter the following formula to calculate the running sum of sales as a percentage of the total sales:(RUNNING_SUM(SUM([Sales])) / TOTAL(SUM([Sales])) [Sales])) Click 'OK' to save the calculated field.Add the Cumulative Sales Percentage Line to the Chart:Drag the "Cumulative Sales Percentage" field to the Rows shelf, placing it next to the existing Sales measure.Ensure that the cumulative line appears as a continuous line. Right-click on the "Cumulative Sales Percentage" field on the Rows shelf, select 'Change Chart Type', and choose 'Line'. Adjust the axis to synchronize or dual-axis if necessary. Right-click on the axis of the "Cumulative Sales Percentage" and select 'Synchronize Axis' if it's on a dual-axis setup.Format the Cumulative Sales Percentage Line:Click on the "Cumulative Sales Percentage" line in the visualization. Navigate to the 'Format' pane to adjust the line style, thickness, and color to make it distinct from other data in the chart.Save Your Changes:From the File menu, click 'Save' to ensure all your changes are stored.
Tableau Help: Provides additional details on creating calculated fields and customizing line charts. Tableau User Guide: Offers extensive instructions on formatting charts, including line types and axis synchronization.By following these steps, you will successfully add a cumulative sales percentage line to your chart, enhancing the visualization to reflect the incremental contribution of each product to the overall sales in a dynamic and informative manner.
From the desktop, open the CC workbook.Open the Manufacturers worksheet.The Manufacturers worksheet is used to analyze the quantity of items contributed by each manufacturer.You need to modify the PercentContribution calculated field to use a Level of Detail (LOD) expression that calculates the percentage contribution of each manufacturer to the total quantity.Enter the percentage for Newell to the nearest hundredth of a percent into theNewell % Contribution parameter.From the File menu in Tableau Desktop, clickSave.
To modify the Percent Contribution calculated field to use a Level of Detail (LOD) expression and accurately calculate the percentage contribution of each manufacturer to the total quantity, follow these steps:Open the CC Workbook and Access the Worksheet:Double-click on the CC workbook from the desktop to open it in Tableau Desktop. Navigate to the Manufacturers worksheet by selecting its tab at the bottom of the window.Modify the Percent Contribution Calculated Field:Navigate to the Data pane and find the "Percent Contribution" calculated field. Right-click on the "Percent Contribution" field and select 'Edit'. Modify the formula to incorporate an LOD expression that calculates the total quantity across all manufacturers and the specific quantity per manufacturer:{FIXED [Manufacturer]: SUM([Quantity])} / {SUM([Quantity])}Quantity])} This formula uses {FIXED [Manufacturer]: SUM([Quantity])} to compute the total quantity contributed by each manufacturer, regardless of other dimensions in the view. The total quantity {SUM([Quantity])} calculates the grand total across all manufacturers. The division calculates the percentage contribution.Click 'OK' to save the updated calculated field.Enter Percentage for Newell:With the updated "Percent Contribution" field, drag it onto the view to update the chart or table. Identify the value corresponding to 'Newell' in the updated visualization.Round this value to the nearest hundredth of a percent as required. Enter this value into the "Newell % Contribution" parameter. To do this, locate the parameter in the Data pane or on the dashboard, right-click it, and choose 'Edit'. Enter the calculated percentage for Newell.Save Your Changes:From the File menu, click 'Save' to store all the modifications you have made to the workbook.
Tableau Help: Offers detailed guidance on using LOD expressions for precise and context- independent aggregations.Tableau Desktop User Guide: Provides comprehensive instructions on managing calculated fields and parameters, ensuring accurate data analysis.By following these steps, you will have successfully updated the calculation for percent contribution using LOD expressions, providing a more accurate analysis of each manufacturer's contribution to the total quantity. Moreover, updating the parameter with Newell's specific contribution rounds out the task by reflecting precise data inputs for reporting or further analysis.
From the desktop, open the CC workbook. Use the US Population Estimates data source.You need to shape the data in US Population Estimates by using Tableau Desktop. The data must be formatted as shown in the following table.Open the Population worksheet. Enter the total number of records contained in the data set into the Total Records parameter.From the File menu in Tableau Desktop, click Save.
To shape the data in the "US Population Estimates" data source and enter the total number of records into the "Total Records" parameter in Tableau Desktop, follow these steps:Open the CC Workbook and Access the Worksheet:From the desktop, double-click on the CC workbook to open it in Tableau Desktop. Navigate to the Population worksheet by selecting its tab at the bottom of the window.Format and Shape the Data:Ensure the data types match those specified in the requirements: Sex, Origin, Race as strings; Year, Age, Population as whole numbers.To verify or change the data type, click on the dropdown arrow next to each field name in the Data pane and select "Change Data Type" if necessary.Calculate Total Number of Records:Create a new calculated field named "Total Records". To do this, right-click in the Data pane and select "Create Calculated Field".Enter the formula COUNT([Record ID]) or SUM([Number of Records]) depending on how the data source identifies each row uniquely.Drag this new calculated field onto the worksheet to display the total number of records.Enter the Value into the Total Records Parameter:Locate the "Total Records" parameter in the Data pane. Right-click on the parameter and select "Edit".Manually enter the number displayed from the calculated field into the parameter, ensuring accuracy to meet the data shaping requirement.Save Your Changes:From the File menu, click 'Save' to ensure all your changes are stored.
Tableau Desktop Guide: Provides detailed instructions on managing data types, creating calculated fields, and updating parameters.Tableau Data Shaping Techniques: Outlines effective methods for manipulating and structuring data for analysis.This process will ensure the data in the "US Population Estimates" is accurately shaped according to the specified format and that the total number of records is correctly calculated and entered into the designated parameter. This thorough approach ensures data integrity and accuracy in reporting.
From the desktop, open the CC workbook.Open the City Pareto worksheet.You need to complete the Pareto chart to show the percentage of sales compared to the percentage of cities. The chart must show references lines to visualize how the data compares to the Pareto principle.From the File menu in Tableau Desktop, click Save.
To complete the Pareto chart in the "City Pareto" worksheet of your Tableau Desktop and add reference lines to illustrate how the data compares to the Pareto principle, follow these steps:Open the CC Workbook and Access the Worksheet:From the desktop, double-click on the CC workbook to open it in Tableau Desktop. Navigate to the City Pareto worksheet by selecting its tab at the bottom of the window.Construct the Pareto Chart:Ensure that sales data is aggregated by city. If not, drag the 'City' dimension to the Columns shelf and the 'Sales' measure to the Rows shelf.Sort the sales data in descending order to properly align the cities according to their sales contribution.To create a running total of sales, right-click on the 'Sales' measure on the Rows shelf, select 'Quick Table Calculation', and choose 'Running Total'.Drag the 'Number of Records' field to the Rows shelf next to the Sales running total. Right-click on it, select 'Quick Table Calculation', and choose 'Running Total'. Set its calculation to 'Percent of Total' from the 'Edit Table Calculation' option to represent the percentage of cities.Add Reference Lines for the Pareto Principle:Click on the Analytics tab in the sidebar.Drag a 'Reference Line' element and drop it onto the chart area. Set the Reference Line for the Sales axis at 80% to represent the typical Pareto cutoff where 80% of effects come from 20% of causes.Add another Reference Line on the axis representing the percentage of cities, set at 20%, to visually assess the Pareto principle.Adjust the Appearance of the Chart:Format the reference lines by right-clicking on them, selecting 'Edit', and choosing a distinct style or color to make them stand out.Ensure the chart is clear and labels are appropriately adjusted for easy understanding of the data visualization.Save Your Changes:From the File menu, click 'Save' to ensure all your changes are stored.
Tableau Help: Offers detailed guidance on creating Pareto charts and adding reference lines. Tableau Visualization Best Practices: Provides tips on effectively displaying cumulative data and principles such as Pareto.By following these steps, you will have successfully enhanced the City Pareto worksheet to include a complete Pareto chart with reference lines that illustrate how the sales data compares to the Pareto principle, making it easier to analyze and communicate the distribution of sales across cities.
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