Module 5: Dashboards and Data Storyboards
In this assignment, you will create a dashboard for a given scenario and a data set.
Scenario: Imagine you are an analyst working for the Super Store Corporation. Your boss Shanice is the VP of Sales and she is conducting a review of the company discount policy. As research for her review, she has asked you to perform an exploratory analysis of the Super Store discount data. Specifically, Shanice has asked you to investigate if there is a relationship between discounted sales and profit, and how much the company is profiting or losing based on discounted sales. She also wants to see if there are opportunities for efficiencies with respect to how discounts are handled. Perhaps certain customers are receiving more discounts than other customers. Perhaps certain product categories or product segments are receiving more discounts than others. Shanice has given you wide latitude to explore this question however you see fit and will ultimately make a recommendation to the board of directors based on your findings.
The business question you will answer with the data is Are discounted orders more or less profitable than non-discounted orders?
Next, . Then, explore the Superstore dataset and identify the key performance indicators (KPIs) that will be needed to answer the business question for this project. Write a description of your KPIs, with a brief explanation of why you made that information as key to answering the business question.
For more information about key performance indicators, watch the following video:
- Video: (4:55)
Next, create a dashboard consisting of at least 2 KPIs, you identified, that will be used to answer the business question for this project. Your KPIs must apply at least two different principles around around KPIs:
Possible KPIs to consider for this project are:
- Discounts per customer
- Discounts by category
- Discounts by segment
- Discounts by quantity
- Discounts by profit ratio
Finally, you will create the final deliverable dashboard for Shanice to present your analysis to company stakeholders. The story must consist of at least three story points and must explicitly answer the business question(s) in the project brief, specifically: are discounted orders more or less profitable than non-discounted orders?
Submission Requirements
- You will submit answers in a 1-2-page Word document with your Tableau workbook (TWBX). Both the Word document and Tableau workbook (TWBX) will be used for grading. You will have one Tableau sheet for the dashboard and one for the story.
To successfully complete this assignment, view the rubric below.
| Module 6 Rubric | ||
|---|---|---|
| Criteria | Ratings | Pts |
| Identifying KPIs |
10 pts Proficient Demonstrates a sophisticated knowledge when identifying KPIs that will be needed to answer the business question and proposes a detailed explanation to each KPIs. 8.5 pts Satisfactory Identifies most of the KPIs that will be needed to answer the business question and explains each of the KPIs. 5.5 pts Needs Improvement Identifies some of the KPIs that will be needed to answer the business question and explains some of the KPIs and/or explanation is not complete 0 pts Not Evident Does not identify the KPIs. |
/ 10 pts |
|
Creating a dashboard using KPIs |
18 pts Proficient Demonstrates a sophisticated knowledge of creating a dashboard using at least 2 KPIs identified; and uses at least two principles (hierarchies, actions, filters, parameters) around KPIs. 15 pts Satisfactory Creates a dashboard using at least 2 KPIs identified; and uses one or two principles (hierarchies, actions, filters, parameters) around KPIs. 10 pts Needs Improvement Creates a dashboard using at least 2 KPIs identified; and uses one or two principles (hierarchies, actions, filters, parameters) around KPIs. Principles may or may not be appropriate. 0 pts Not Evident Does not create a dashboard. |
/ 18 pts |
|
Creating a story using KPIs |
18 pts Proficient Demonstrates a sophisticated knowledge of creating a storyboard using at least 3 story points; and proposes a detailed explanation to answer the business question. 15 pts Satisfactory Creates a storyboard using at least 3 story points; and answers the business question, but explanation is not detailed. 10 pts Needs Improvement Creates a storyboard using 3 or less story points; and answers the business question, but no explanation is provided. 0 pts Not Evident Does not create a storyboard. |
/ 18 pts |
|
Submission |
4 pts Proficient Both Word document and Tableau workbook are submitted; both dashboard and story board are complete, and submission follows the guidelines strictly. 3 pts Satisfactory Both Word document and Tableau workbook are submitted; dashboard and story board are complete mostly and submission follows the guidelines. 2 pts Needs Improvement Either Word document or Tableau workbook is submitted; submission does not follow the guidelines. 0 pts Not Evident Does not submit. |
/ 4 pts |
| Total Points: 0 | ||
