In prior chapters, you applied Tableau to examine a data set and create calculations to compare two companies’ financial information. In this case, you continue in your role as an analyst conducting introductory research into the relative merits of investing in one or both of these companies. You will assess the companies’ ability to satisfy their performance obligations with respect to product sales by examining their sales returns.

Required:
Use Tableau to create a “combination chart” comparing sales and sales returns for each of the two companies in each year from 2012 to 2021 as described in the Resources section below. Once the chart is created, move your cursor to hover above various data points in the chart. Notice that an information box appears to reveal the pertinent sales and return measures for that company in that year.
1. Which company exhibited a more favorable sales returns percentage in 2012, Big Store or Discount Goods? What percent of that company’s customer purchases were returned?
2. During the period 2013-2016, did Big Store’s sales return percentage become (a) more favorable or (b) less favorable?
3. During the period 2013-2016, did Discount Goods’ sales return percentage become 

(a) More favorable or
(b) Less favorable?
4. Which company exhibited a more favorable sales returns percentage in 2021, Big Store or Discount Goods? What percent of that company’s customer purchases were returned?

Resources:
You have available to you an extensive data set that includes detailed financial data for 2012-2021 for both Discount Goods and Big Store. The data set is in the form of four Excel files available to download from Connect, or under Student Resources within the Library tab. Download the file “Discount_Goods_Big_Store_Financials.xlsx” to the computer, save it, and open it in Tableau.
For this case, you will create two calculations to produce a right of return sales analysis chart to allow you to compare and contrast the two companies’ returns management performance. After you view the training videos and review instructions in Chapters 1-3, follow these steps to create the chart you will use for this case:
∙ Open Tableau and connect to the Excel spreadsheet you downloaded. Click on the “Sheet 1” tab at the bottom of the canvas, to the right of the Data Source at the bottom of the screen.
∙ Drag “Year” to the Column shelf and “Company” to the Rows shelf. Change Year to discrete data type by selecting the drop-down menu box on the “Year” pill box and clicking “Discrete” instead of “Continuous.”
∙ Drag “Sales revenue” and “Less sales returns” under “Measures” to the Rows shelf. Change each to discrete. Format each to Times New Roman, 10-point font, center alignment, bold, and currency (custom), 0 decimal places by selecting “Format” from the pill drop-down menu and making selections on the menu to the left. Select blue font for “Sales revenue” and red font for “Less sales returns.”
∙ Create a calculated field by clicking the “Analysis” tab in the toolbar at the top of the screen and clicking “Create Calculated Field.” A calculation window will pop up. Name the calculation “Net of returns.” In the Calculation Editor window, drag “Sales revenue” from the Rows shelf to the window, type a plus sign, then drag “Less sales returns” beside it. Make sure the window says that the calculation is valid and click OK. Drag the newly created “Net of Returns” to the Rows shelf. Change to Discrete data type. Format to Times New Roman, 10-point font, bold, purple, center alignment, and currency (custom), 0 decimal places following the process above.
∙ Repeat the process one more time by creating a calculated field “Sales return %” that consists of typing a negative sign and then dragging “Less sales returns” divided by “Sales revenue” from the Rows shelf to the calculation window. Make sure the window says that the calculation is valid and click OK. Change to Discrete data type. Format to Times New Roman, 10-point font, bold, green, center alignment, and percentage.
∙ Drag the “Sales return %” to be right next to “Company” on the Rows shelf. Format to Times New Roman, 10-point font, bold, green, center alignment, and percentage.
∙ From the Measures shelf, drag “Sales return %” to “Color” on the “Marks” card. The graph of the “Sales return %” will appear under Year.
∙ Drag company to “Color” on the “Marks” card. You will now see the graph divide the companies by color.
∙ Click the arrow on “Sales return %” in the Rows shelf and select “sort.” If the graph does not sort “descending” (largest to smallest) then select descending from the Toolbar at the top.
∙ Format all the labels on the sheet to Times New Roman, 12-point font, and black.
∙ Change the title of the sheet to be “Right of Return – Variable Consideration” by right-clicking and selecting “Edit title.” Format the title to Times New Roman, bold, green and 15-point font. Change the title of “Sheet 1” to match the sheet title by right-clicking, selecting “Rename” and typing in the new title.
∙ Once complete, save the file as “DA6_Your initials.twbx.”