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Applying Tableau Analytics 07-01 (Static) Net Present Value Analysis [LO7-2]

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To complete this exercise, you will need to download and install Tableau on your computer. Tableau provides free instructor and student licenses as well as free videos and support for utilizing and learning the software. Once you are up and running with Tableau, watch the three "Getting Started" Tableau videos. All of Tableaus short training videos can be found here.

[The following information applies to the questions displayed below.]

Jefferson Company is a merchandiser located in western North Carolina. You serve on the companys capital budgeting review committee whose purpose is to evaluate all capital investment proposals and then provide an accept or reject recommendation to the CEO. Recently, your committee provided a reject recommendation on a specific proposal based on the following net present value analysis (NPV):

The group of employees that submitted this request is disappointed that you provided a reject recommendation for its proposal. The group does not understand why working capital is treated as a $100,000 cash outflow now and a $100,000 cash inflow at the end of the project. To explain your accounting for working capital in the NPV analysis shown above, you decide to proceed in two steps. First, you will explain how to calculate the annual opportunity costs that arise from tying up $100,000 of working capital for four years. Second, you will create a data visualization that summarizes these calculations.

Download the Excel file, which you will use to create the Tableau visualization that aid your explanation.

Upload the Excel file into Tableau by doing the following:

Upload the Excel file into Tableau by doing the following:

Open the Tableau Desktop application.

On the left-hand side, under the Connect header and the To a file sub-header, click on Microsoft Excel.

Choose the Excel file and click Open.

Since the only worksheet in the Excel File is Calloway Company it will default as a selection with no further import steps needed