Reference no: EM132724930

Tableau Instructions:

You have available to you an extensive data set that includes detailed financial data for Discount Goods and Big Store and for 2012-2021. The data set is in the form of an Excel file available to download from Connect, under Student Resources within the Library tab. There are four Excel files available. The one for use in this chapter is named "Discount_Goods_Big_Store_Financials.xlsx." Download this file and save it to the computer on which you will be using Tableau.

For this case, you will create several calculations to produce a text chart of profitability ratios to allow you to compare and contrast the two companies. You also will need to change data from continuous to discrete (see Chapter 3 Data Analytics case for more information on this).

After you view the training videos, follow these steps to create the charts you'll use for this case:

1. Open Tableau and connect to the Excel spreadsheet you downloaded.
2. 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. 
3. Drag "Year" and "Company" under "Dimensions" to the Rows shelf. Change "Year" to discrete by right-clicking and selecting "Discrete." 
4. Drag the "Net income/(loss)," "Net sales," and "Average total assets" under "Measures" to the Rows shelf. Change each to discrete, following the process above. 
5. Create a calculated field by clicking the "Analysis" tab at the top of the screen and selecting "Create Calculated field." A calculation box will pop up. Name the calculation "Return on Assets." In the calculation box, from the Rows shelf, drag "Net income/(loss)," type a division sign, then drag "Average total assets" beside it. Make sure the box says that the calculation is valid and click OK. 
6. Repeat the process by creating a calculated field named "Profit Margin on Sales" that consists of "Net income/(loss)," divided by "Net sales." 
7. Repeat the process one more time by creating a calculated field "Asset Turnover" that consists of "Net sales" divided by "Average total assets." 
8. Drag the newly created "Return on Assets" to add it to the Rows shelf. Format it to Discrete, Times New Roman, 10-point font, black, center alignment, and percentage. 
9. Drag the newly created "Profit Margin on Sales" and "Asset Turnover" to the Rows shelf. Format them both to Discrete, Times New Roman, 10-point font, black, and center alignment. "Profit Margin on Sales" should be formatted as percentage. "Asset Turnover" should be formatted as Number (Custom) with 2 decimal places. 
10. Right click the "Net income / (loss)," "Net sales," and "Average total assets" on the Rows shelf and un-click "Show header." This will hide these items from view but still allow them to be used in the formulas. 
11. Change the title of the sheet to be "Profitability Ratios" by right-clicking and selecting "Edit title." Format the title to Times New Roman, bold, black 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. 
12. Click on the New Worksheet tab on the lower left ("Sheet 2" should open). Drag "Year" to the Columns shelf and "Return on Assets," "Profit Margin on Sales" and "Asset Turnover" to the Rows shelf. 
13. Drag "Company" under "Dimensions" to "Color" on the "All" section of the "Marks" card. You should now see two lines in each of the three graphs.. 
14. Format the labels on the left of the sheet ("Return on Assets," "Profit Margin on Sales," and "Asset Turnover") to Times New Roman, 10-point font, bold, and black. 
15. Change the title of the sheet to be "Graph of Profitability Ratios" by right-clicking and selecting "Edit title." Format the title to Times New Roman, bold, black and 15-point font. Change the title of "Sheet 2" to match the sheet title by right-clicking, selecting "Rename" and typing in the new title.

Problem A. What is the return on assets for Big Store (a) in 2012 and (b) in 2021? (Round your answers to 2 decimal places.)

Problem B. What is the return on assets for Discount Goods (a) in 2012 and (b) in 2021? (Round your answers to 2 decimal places.)