Telling the Story

The CEO has asked you to create a stakeholder report of the company’s overall health. Assemble the charts, graphs, interactive dashboards, and story points to narrate the data, provide context, and illustrate outcomes. This assignment will be the fourth and final step in your progressive project. You will use the Tableau (or Excel) workbook used in Units 2, 3, and 4.Note: Web resources should be reviewed prior to completing this assignment.Customer Ranking: Create a customer ranking bar chart with Sales in the columns and Customer Name for rows. Create an action filter on region, and include additional filters for YEAR(Order Date), Segment, Category, Region, and Order Date (continuous, exact date). Color code AGG(Profit Ratio), add SUM(Profit) as a Tooltip, and add SUM(Sales) to Detail (you will need to click on the drop-down arrow on the pill and select “rank” under “Quick Table Calculation”).  Product Profits and Sales by Segment Treemap: Create a treemap with the following parameters:  Size: SUM(Profit)  Color code: SUM(Sales)  Detail: Segment  Tooltips: Category, YEAR(Order Date), Segment  Filters: YEAR(Order Date) Customer Dashboard: Add the Customer Ranking, Product Profits and Sales by Segment, and Customer Overview worksheet from Unit 3 to the Customer Dashboard.  Shipping Summary: Create a shipping summary worksheet with the following parameters:  Columns: SUM(Number of Records); you will need to click on the drop-down arrow on the pill and select “percent of total” under “Quick Table Calculation.”  Color code: Ship Status  Labels: Ship Status, SUM(Number of Records); you will need to click on the drop-down arrow on the pill and select “percent of total” under “Quick Table Calculation.”  Filters: Ship Status, QUARTER(Order Date), Ship Mode, YEAR(Order Date), Region, Order Date (continuous, exact date) Shipping Dashboard: Add the Shipping Summary worksheet and Shipping Trends worksheet from Unit 4.  Create Story Points: Create story points that you would like to present to the stakeholders.  Format: Format the worksheets, dashboards, and story points according to best practices.  

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