Question: Please specific the steps to take in tableau to perform the following tasks: Open workbook 440_Superstore Work Book (or save it as a new workbook
Please specific the steps to take in tableau to perform the following tasks:
- Open workbook 440_Superstore Work Book (or save it as a new workbook Assignment_4 so you dont lose any work.
- Create several new calculated fields using the below criteria:
- Create a new calculated field named Unique Order Count which represents a Count Distinct of Order IDs in the data sourcenot that this is a different value than field Orders(count)
- Create a new calculated field named Average Sales Per Order which represents a ratio between the SUM of sales divided by the Unique Order Count field
- Make 2 new Dimension Fields, Order Date1 and Ship Date1 by duplicating the Fields Order Date and Ship Date and changing the data types to String.
- Duplicate the Product ID field. Use it to create a new calculated field named Product_ID_String which converts the Product ID field to be a string type (if not already a string type)
- Rename the new calculated field Category ID which uses the first portion of Product_ ID_String field (Hint - use the split function-follow syntax examples in calcuatated field dialog box)
- Create a new calculated field named Days to Ship which will show the number of Days an Order takes to ship (Hint Use the datediff function comparing Order Date and Ship Date youre looking for the day of the month-day-year expression )
- Create a new calculated field named Late Shipment (flag) which will have a value of 1 for those orders that ship more than 5 days after order (Hint - IF statements could be used )
- Add Order Date to Filters make it continuous, and set It as a Relative Range of 10 days from a reference date of 12/31/2016;
- Build a table (start with SHOW ME and force it back to a table if Tableau changes it). In Rows place: Order ID, Product ID, Product Name, Order Date1, and Ship Date1 (order matters); On Columns place: Category ID; On Text place Days to Ship and set the measure to Average (use the dropdown menu), then format it to font-10 bold. Add Late Shipment to Color. Modify the color to Late is RED #aa0000 [Self-check your calculated fields by the tableare they correct? If not, edit them]
12. Create a parameter named Late Threshold that is an integer value, in a Range between 1 and 10, initial value=5. Then edit your Late Shipment field and replace the value of 5 with your new parameter. Then Show the Late Threshold Parameter and set it to 3. What happens to data values in the table?
13. Important: Make a screen shot of your final visual and upload it to Tableau. No need to upload the .twbx file this time. The focus of this exercise practice making calculated fields
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