MIS 6313 Retail Analysis Dashboard 1
Individual Assignment #3 – Retail Analysis Dashboard
Overview:
Each student will use Tableau to build an executive-level dashboard to track key metrics for a
division, sales region, or country. You may use some of the sheets you created to answer the
questions in assignment 2. However, the assignment 3 dashboard should include new
visualizations looking at one of these four areas:
1. Sales Team – The Sales Team table contains information about the sales team and ties
salespeople to regions. This information allows you to analyze revenue, profit, discount
level, and returns per salesperson.
2. Shipping – The Orders table includes both an order date and a ship date so that time-to-
ship can be calculated. The Orders table also contains shipping cost, order priority, and
ship mode that can be used for analysis.
3. Returns – The Returns table identifies orders that were returned. This information can
then be tied to salespeople, customers, products, regions, etc., and can be used to
analyze the impact of returns on the company's performance. For this analysis, you can
assume the company provided a full refund for all returned orders.
4. Sales Regions – The Sales Region information in the Sales Team table can be used to
analyze sales within a region, including countries, products, and customers that
performed well or performed poorly within each region.
The best dashboards will contain new visualizations designed to analyze one of these topics and
allow users to explore the data to derive new insights. They will be designed with a user in mind
and attempt to answer key questions for that user. For example, a dashboard could be
designed for the Chief Revenue Officer to evaluate past sales per region, country, and customer
so the CRO can plan new sales initiatives to capitalize on areas of success and address areas of
weakness. Or, a dashboard could be designed for the shipping department's leadership team to
analyze shipping costs, order priority, time-to-ship, and profitability on a city, country, and
egional basis.
You may limit the data analyzed in the dashboard to one country, region, or market segment if
the resulting dashboard displays information the retail company's management team should be
monitoring.
The grading ru
ic on the next page defines the expectations for the dashboard portion of this
assignment. Please review it carefully and let me know if you have any questions about the
assignment.
Your dashboard must be uploaded to your Tableau Public site by 11:59 PM Central Time on
Saturday, July 16.
MIS 6313 Retail Analysis Dashboard 2
Tableau Dashboard Grading Ru
ic
Overall Design and User Experience Weight
Design: Does the dashboard make the most important data easy to find and understand? How well are labels, text, and
color used to highlight important elements/data points?
15
Excellent Dashboard is logically constructed; important data and tends are easy to identify; it only takes the user
a few seconds to understand, at a high level, the data being presented
Good Dashboard is logically constructed; important data and trends can be identified; some analysis is
equired to understand, at a high level, the data being presented
Acceptable Dashboard is not logically constructed; important data and tends are not easily identified; significant
analysis is required to understand, at a high level, the data being presented
Needs
Improvement
Dashboard is not logically constructed; important data and trends cannot be identified
Experience: How well do the selected visualizations represent the data? 15
Excellent Visualizations (graphs, tables, maps, etc) present the data in an easy-to-understand manner; the
visualizations are easy to read and understand; important data points are visible and obvious
Good Visualizations match the type of data presented; the visualizations are not difficult to read and
understand; important data points are visible
Acceptable Visualizations match the type of data presented; the visualizations are difficult to read and
understand; important data points are not visible
Needs
Improvement
Visualizations do not match the type of data presented or obscure important data points/trends
Data Analysis and Display Weight
Data: Does the dashboard provide enough detail to answer a key question or provide a key insight? 15
Excellent Provides enough detail to answer a key question and allows users to derive meaningful insights; key
insights are obvious and easy to identify
Good Provides enough detail to answer a key question or allows users to derive meaningful insights; some
investigation/analysis required to derive the key insights
Acceptable Provides enough detail to derive some insights from the data; investigation/analysis required to derive
any insights
Needs
Improvement
Does not provide enough detail to answer key questions or allow users to derive meaningful insights
Trends and Interactions: Does the dashboard show trends or compare relevant datasets to show interactions? 15
Excellent Data sets are additive, thus enhancing the user's understanding of the information; no key data sets
are missing
Good Data sets are additive, thus enhancing the user's understanding of the information; some questions
are left unanswered due to the lack of additional data sets
Acceptable Data sets are related but do not enhance the user's understanding of the information; some questions
are left unanswered due to the lack of additional data sets
Needs
Improvement
Data sets are not related
MIS 6313 Retail Analysis Dashboard 3
MIS 6313 Retail Analysis Dashboard 4
Data Exploration and Filtering Weight
Exploration: Are data sources co
elated and linked to allow meaningful filtering/data exploration? 15
Excellent Data sources are properly linked so data can be sorted/displayed on common elements (such as
dates); visualizations use common filters when filtering on information shared between data sets
Good Data sources are properly linked so data can be sorted/displayed on common elements; some
visualizations use different filters when filtering on information shared between data sets
Acceptable Data sources are properly linked so data can be sorted/displayed on common elements; all
visualizations use different filters even when filtering on information shared between data sets
Needs
Improvement
Data sources are not linked
Filtering: Are filters well designed for the type of data being filtered? Does the dashboard allow highlighting and click-to-
filter options?
15
Excellent Visualizations are linked so filters applied to one element impact others where appropriate; some
visualizations allow highlighting and click-to-filter options that impact other dashboard elements;
filters are easy to understand and apply
Good Visualizations are linked so filters applied to one element impact others where appropriate; some
visualizations allow click-to-filter options that impact other dashboard elements; some filters are
confusing/hard to apply
Acceptable Visualizations are not linked so filters applied to one element does not impact the others; no click-to-
filter options are available; filters are confusing/hard to apply
Needs
Improvement
Filters do not help the user explore the data or dashboard does not allow filtering
Unique Insights Weight
Insights: Dashboards should provide information that cannot simply be derived by plotting a set of data. You did not
properly leverage Tableau if the same information can be displayed in Excel.
10
Excellent Leveraged Tableau to provide the user with a powerful and easy to understand dashboard; dashboard
allows users to derive insights that could not be identified with a simple graphing solution; used
multiple, related data sources to provide unique insights that could not be derived by any single data
source
Good Leveraged Tableau to provide the user with a powerful and easy to understand dashboard; dashboard
allows users to derive insights that cannot be identified with a simple graphing solution
Acceptable Dashboard allows users to derive insights that could not be easily analyzed or identified using Excel or
a similar solution
Needs
Improvement
Dashboard displays information that could have been provided using Excel or a similar solution