data analytics

Learning Goal: I’m working on a data analytics project and need an explanation and answer to help me learn.

Data analytics is the process of examining data sets in order to draw conclusions about the information they contain. To prepare for this case, you will need to download Tableau to your computer. If you have not completed any of the prior data analytics cases, follow the instructions listed in the Chapter 1 Data Analytics case to get set up. You will need to watch the videos referred to in the Chapter 1, Chapter 2, and Chapter 3 Data Analytics cases. No additional videos are required for this case. Future cases will build off of your knowledge gained from these, and additional videos will be suggested. All short training videos can be found here.

In the Chapter 3 Data Analytics Case, you applied Tableau to examine a data set and create calculations to compare two companies’ liquidity. In this case, you continue in your role as an analyst conducting introductory research into the relative merits of investing in one or both of these companies. This time assess the companies’ return on assets and how that return is related to both profit margin and asset turnover.

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.
  16. Once complete, save the file as “DA4_Your initials.twbx.”

Required:
Based upon what you find, answer the following questions:

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

To help determine why the relative profitability of the two companies has shifted over the ten-year period and to get a better company-to-company comparison, drag the second “pill”: (Year Dimension) to the left of the “pill”: (Company Dimension in the text chart).

C. The return on assets is a result of the profit margin and the asset turnover. Demonstrate this for Big Store in 2021 by showing that the profit margin times the asset turnover equals return on assets. (Round your answers to 2 decimal places.)
D. Analyzing the asset turnover ratios over the ten-year period, is Big Store’s asset turnover (a) generally increasing, (b) roughly the same, or (c) generally decreasing from year to year?
E. Analyzing the asset turnover ratios over the ten-year period, is Discount Goods’ turnover (a) generally increasing, (b) roughly the same, or (c) generally decreasing from year to year?

F. As of 2021, which company reports a more favorable return on assets and is this primarily attributable to its asset turnover or profit margin?

Essay Help
Calculate your paper price
Pages (550 words)
Approximate price: -

Why Work with Us

Top Quality and Well-Researched Papers

We always make sure that writers follow all your instructions precisely. You can choose your academic level: high school, college/university or professional, and we will assign a writer who has a respective degree.

Professional and Experienced Academic Writers

We have a team of professional writers with experience in academic and business writing. Many are native speakers and able to perform any task for which you need help.

Free Unlimited Revisions

If you think we missed something, send your order for a free revision. You have 10 days to submit the order for review after you have received the final document. You can do this yourself after logging into your personal account or by contacting our support.

Prompt Delivery and 100% Money-Back-Guarantee

All papers are always delivered on time. In case we need more time to master your paper, we may contact you regarding the deadline extension. In case you cannot provide us with more time, a 100% refund is guaranteed.

Original & Confidential

We use several writing tools checks to ensure that all documents you receive are free from plagiarism. Our editors carefully review all quotations in the text. We also promise maximum confidentiality in all of our services.

24/7 Customer Support

Our support agents are available 24 hours a day 7 days a week and committed to providing you with the best customer experience. Get in touch whenever you need any assistance.

Try it now!

Calculate the price of your order

Total price:
$0.00

How it works?

Follow these simple steps to get your paper done

Place your order

Fill in the order form and provide all details of your assignment.

Proceed with the payment

Choose the payment system that suits you most.

Receive the final file

Once your paper is ready, we will email it to you.

Our Services

No need to work on your paper at night. Sleep tight, we will cover your back. We offer all kinds of writing services.

Essays

Essay Writing Service

No matter what kind of academic paper you need and how urgent you need it, you are welcome to choose your academic level and the type of your paper at an affordable price. We take care of all your paper needs and give a 24/7 customer care support system.

Admissions

Admission Essays & Business Writing Help

An admission essay is an essay or other written statement by a candidate, often a potential student enrolling in a college, university, or graduate school. You can be rest assurred that through our service we will write the best admission essay for you.

Reviews

Editing Support

Our academic writers and editors make the necessary changes to your paper so that it is polished. We also format your document by correctly quoting the sources and creating reference lists in the formats APA, Harvard, MLA, Chicago / Turabian.

Reviews

Revision Support

If you think your paper could be improved, you can request a review. In this case, your paper will be checked by the writer or assigned to an editor. You can use this option as many times as you see fit. This is free because we want you to be completely satisfied with the service offered.