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Consider the following scenario:
Click here to download the reports for the United States. This file contains reports generated from a marketing organization’s Web site. The Web site provides free demographical services where one can choose from a variety of criteria and generate reports based on the U.S. Census data. This particular file contains 4 reports: General Summary, Census Trend 1980 to 2000 Summary, Occupation and Employment Summary, and Income Summary based on the entire United States.
Click here to download the reports for zip code 60614. This particular file contains 4 reports: General Summary, Census Trend 1980 to 2000 Summary, Occupation and Employment Summary, and Income Summary based on the U.S. zip code 60614.
Your presentation should include 5–6 slides in PowerPoint, plus title and reference slides with speaker notes (200–250 words per slide).
Open the assignment CTU instructions.
Download Business Intelligence Software.
Create your Tableau Public Account.
Click the download link for the zip code (60614) file (file will open in Excel).
Click the download link for the US file (file will open in Excel).
The following are some options:
Create separate demographical worksheets. For example: Education Attainment File – Worksheet (include both Zip Code and U.S. data); Household Income (include Zip Code and U.S. data)
See a sample of the file available with column headings and extraneous blanks.
Create a file with data organized without extraneous rows and columns but including headings.
The idea is to clean up the file before usage. Separating files and worksheets may be the best way to make this happen
Note in the real situation, when using BI software, you will want to ensure your data are clean and you have similar data in your files.
Save the file(s) on your computer.
File > Open >
Open your saved file.
At the bottom of the screen on the left, click on the little box next to Sheet 1 (looks like a bar graph with a plus in the top left corner).
Under Measures (on left), you should see Chicago and U.S. Click on U.S. and pull it into rows at the top of the screen. Then click on Chicago and pull it over into rows.
Under Dimensions on the left, you should see Household Income. Click on Household Income and pull it into column.
Now in the second column from the left, you should see measures.
In the top right corner, you should see a “show me” box illustrating ways you can view the data based on the values you have chosen. To do side-by-side comparisons, put your cursor over the rightmost picture on the third line with the side-by-side blue and orange bars. Click on it. Your graph should appear on the page. You can play around with how you want to portray your data.
To save in Tableau Public, click
File > Save to Tableau Public as… >
give the file a descriptive name. You will be asked to log into Tableau Public using your e-mail and password.
When your graph is saved in public, at the bottom right, there is a download button. Decide how you will save the file. (You can create an image and name the .png file. It will be saved in tableau public.)
After the file is saved, open the .png file, and edit or copy the graph.
Open your PowerPoint file, then paste (special) it on the slide. You can adjust the size.
Repeat the same in Tableau opening of any other prepped and cleaned file.
Measure values are your number fields; measure names are the descriptors.







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