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 today’s 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
company’s sales and cost data to gain a deeper understanding of the company’s 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.
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
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)

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