Task I: Developing the Report

As you work to create a single interactive report, you'll need to prepare and explore your data

to allow for full analysis. Consider developing your report in three stages.

Part $1$: Data Preparation

Create a basic excel$-$based data dictionary using Visual Analytics to explore the dataset. The

data should be grouped into broad themes around the following three functions: operations,

marketing and finance. Be sure to consider subgroups within the data and identify the need for

additional calculations and manipulations.

Suggested Data Preparations & Calculations

Business Region: Custom Category $("$Americas$",$ "EMEA", "APAC"$)$ from Facility

Continent

Product Name: Concatenation of "Product Make $($Product Style$)"$

Year: Year $($Transaction Date$)$ converted to Category $($used for filtering$)$

Profit: Product Sale $-$ Cost of Product Sale

Margin: Profit $/$ Product Sale

Discount $($$$)$: Product price $($target$)-$ Product Sale

Percentage Discount $(\%)$: Discount $/$ Product price $($target$)$

Percentage Profit $(\%)$: $($right click Profit$)$ New calculation, Percent of total $-$ sum

Items Sold: Calculated item with simple constant value of $1($equivalent to frequency$)$

Number of Customers: Distinct Count of Customer

Number of Facilities: Distinct Count of Facility

Number of Orders: Distinct Count of Order

Number of Products: Distinct Count of Product Name

Number of Sales Reps: Distinct Count of Sales Rep

Retain $/$ Retire: Calculated item $($if statement$)$ or custom category of products to retain.

Note: Percentage Profit is an aggregated measure used to calculate the overall percentage

contribution of items to the overall profit. Percentage Discount is calculated for each row of

data.