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Data Visualisation: Empowering Business with Effective Insights

(Forage Job Simulation)

Note Prepared by

Mudalige Dona Jayoda Jithmini Kulatunga

Undergraduate Student

Pearson B.Tech Higher National Diploma (HND) in Computing - Software Engineering

ESFOT Metro Campus

Colombo, Sri Lanka.

Check out the simulation here: https://www.theforage.com/simulations/tata/data-visualisation-p5xo

List of Contents

Introduction	Data Visualisation: Empowering Business with Effective Insights Gain insights into leveraging data visualisations as a tool for making informed business decisions. Data Free 48200+ 5 Star Reviews
Why complete our Job Simulation	Why complete our Job Simulation A risk-free way to experience work on the job with us at Tata Group. Practice your skills with example tasks and build your confidence to ace your applications. Self-paced 3-4 hours No grades No assessments Intermediate Tata Group is a global conglomerate which operates in more than 100 countries across six continents, with a mission 'To improve the quality of life of the communities we serve globally, through long-term stakeholder value creation based on Leadership with Trust’. With a revenue of $128 billion (INR 9.6 trillion) in 2021-22, the companies collectively employ over 935,000 people. There are 29 publicly listed Tata enterprises – many being market leaders in their industries. This job simulation is with one of our companies, Tata Insights and Quants or Tata iQ. You will gain insight into how our passionate multi-disciplinary experts solve some of the most complex business problems using data visualisation solutions, such as Tableau and Power BI and create amazing stories which are hidden under the mountains of data generated. The programme will show you what kind of problems are solved at Tata Insights and Quants on a day-to-day basis and will attempt to emulate the challenges you will be facing. If you would like to connect with the Tata team to find out more information please email microinternships@tata.com
Skills you will learn and practice:	Skills you will learn and practice: Visualisation \| Data Analysis \| Data Interpretation \| Data Visualisation \| Charts & Graphs \| Visual Basics \| Dashboard \| Data Cleanup \| Analysis & Presentation \| Effective Communication \| Analytics & Insights
How it works	How it works Complete tasks guided by pre-recorded videos and example answers from our team at Tata Group. No live sessions, all self-paced. Earn a certificate and add it to your resume and LinkedIn as an extra curricular activity. Stand out in applications. Confidently answer interview questions and explain why you’re a good fit for our team.
Tasks in this program	Task One: Framing the Business Scenario 30-60 mins Intermediate Learn how to anticipate the questions your business leaders will need answers to What you'll learn How to think from the perspective of business leaders to analyse data more effectively How to prepare for a meeting with senior leaders What you'll do Write questions that you think will be important and relevant to the CEO and CMO Task Two: Choosing the Right Visuals 30-60 mins Intermediate Learn which visuals are most effective in a given scenario What you'll learn How to choose visuals to communicate information effectively What you'll do Identify the visual which would explain the data and insights in the simplest possible manner Task Three: Creating Effective Visuals 1-2 hours Intermediate Apply your under and create visuals based on business scenarios What you'll learn How to visualize data analysis to help executives with effective decision making How to use Tableau or PowerBI softwares What you'll do Create the visuals around the questions the CEO and CMO requested Task Four: Communicating Insights and Analysis 30-60 mins Intermediate Effectively communicate your findings and explain how it relates to each scenario What you'll learn How to present effectively to senior leadership What you'll do Record a video presenting your findings to the CEO and CMO Finish Line Collect these achievements and tips to help you stand out in your job search. Interview Tips How to talk about this experience in your interviews. Resume Snippet A summary ready for your resume.

Task One: Framing the Business Scenario
1 Task Overview	Task Overview What you'll learn How to think from the perspective of business leaders to analyse data more effectively How to prepare for a meeting with senior leaders What you'll do Write questions that you think will be important and relevant to the CEO and CMO
2 Here is the background information on your task	Here is the background information on your task An online retail store has hired you as a consultant to review their data and provide insights that would be valuable to the CEO and CMO of the business. The business has been performing well and the management wants to analyse what the major contributing factors are to the revenue so they can strategically plan for next year. The leadership is interested in viewing the metrics from both an operations and marketing perspective. Management also intends to expand the business and is interested in seeking guidance into areas that are performing well so they can keep a clear focus on what’s working. They would also like to view different metrics based on the demographic information that is available in the data. A meeting with the CEO and CMO has been scheduled for next month and you need to draft the relevant analytics and insights that would help evaluate the current business performance and suggest metrics that would enable them to make the decision on expansion. Remember, thinking from the perspective of business leaders allows you to analyse the data more effectively and present better insights. Access the links in the resources below to better understand how business leaders think and approach business performance.
3 Here is your task	Here is your task To prepare for your meeting, you need to draft questions that you think will be important and relevant to the CEO and CMO. This preparation will be your guide as you develop your presentation. For this task, you are only required to draft the questions. Make sure to think both quantitatively and qualitatively. You’ve been provided a dataset in the resources below to use as the basis for your exploration. Review this data, taking note of what information has been provided, what insights you can garner, and what is relevant to both the CEO and CMO respectively. Create a set of four questions that you anticipate each business leader will ask and want to know the answers to. Make sure you differentiate your questions, as both the CEO and CMO view business decisions through different lenses. Submit your eight questions in total (4 for the CEO and 4 for the CMO) in the text submission box below. Here are some resources to help you Dataset Click to download file → Available from: Daqing Chen, Sai Liang Sain, and Kun Guo, Data mining for the online retail industry: A case study of RFM model-based customer segmentation using data mining, Journal of Database Marketing and Customer Strategy Management, Vol. 19, No. 3, pp. 197â€“208, 2012 (Published online before print: 27 August 2012. doi: 10.1057/dbm.2012.17). (https://archive.ics.uci.edu/ml/about.html) Asana - Article on metrics you should be tracking Click to view website → Scoro - Article on metrics that every company should know Click to view website → For the CEO (Operational Perspective) ප්‍රධාන විධායක නිලධාරියා සඳහා (මෙහෙයුම් ඉදිරිදර්ශනය) What are the key customer demographics contributing the most to overall revenue, and how can we leverage this information to prioritize market expansion? සමස්ත ආදායමට වඩාත්ම දායක වන ප්‍රධාන පාරිභෝගික ජන සංඛ්‍යාලේඛන මොනවාද, සහ වෙළඳපල ප්‍රසාරණයට ප්‍රමුඛත්වය දීමට අපට මෙම තොරතුරු භාවිතා කළ හැක්කේ කෙසේද? Which products or categories are generating the highest revenue, and what is their year-over-year growth trend? ඉහළම ආදායමක් උපයන නිෂ්පාදන හෝ කාණ්ඩ මොනවාද, සහ ඒවායේ වසරින් වසර වර්ධන ප්‍රවණතාවය කුමක්ද? How does customer retention compare to acquisition rates, and what impact does this have on our profitability? පාරිභෝගික රඳවා තබා ගැනීම අත්පත් කර ගැනීමේ අනුපාත සමඟ සංසන්දනය කරන්නේ කෙසේද සහ අපගේ ලාභදායිතාවයට මෙය බලපාන්නේ කෙසේද? What operational challenges or inefficiencies (e.g., delivery times, returns, inventory) are affecting our revenue, and how can we improve them? අපගේ ආදායමට බලපාන මෙහෙයුම් අභියෝග හෝ අකාර්යක්ෂමතා (උදා., බෙදා හැරීමේ වේලාවන්, ප්‍රතිලාභ, ඉන්වෙන්ටරි) සහ අපට ඒවා වැඩිදියුණු කළ හැක්කේ කෙසේද? For the CMO (Marketing Perspective) CMO (අලෙවිකරණ ඉදිරිදර්ශනය) සඳහා Which marketing channels or campaigns are driving the most traffic and conversions, and what is the ROI of each channel? කුමන අලෙවිකරණ නාලිකා හෝ ප්‍රචාරණයන් වැඩිපුරම ගමනාගමනය සහ පරිවර්තන ඇති කරන්නේ, සහ එක් එක් නාලිකාවේ ROI කුමක්ද? How do purchasing behaviors vary across different customer segments, and how can this inform targeted marketing strategies? විවිධ පාරිභෝගික කොටස් හරහා මිලදී ගැනීමේ හැසිරීම් වෙනස් වන්නේ කෙසේද, සහ මෙය ඉලක්කගත අලෙවිකරණ උපාය මාර්ග දැනුම් දෙන්නේ කෙසේද? What are the average order values (AOV) and customer lifetime values (CLV) for our key customer segments? අපගේ ප්‍රධාන පාරිභෝගික කොටස් සඳහා සාමාන්‍ය ඇණවුම් අගයන් (AOV) සහ පාරිභෝගික ජීවිත කාලයෙහි අගයන් (CLV) මොනවාද? What is the impact of seasonal trends and promotions on sales performance, and how can we optimize these strategies for next year? විකුණුම් කාර්ය සාධනය මත සෘතුමය ප්‍රවණතා සහ ප්‍රවර්ධනවල බලපෑම කුමක්ද, සහ ඊළඟ වසර සඳහා අපට මෙම උපාය මාර්ග ප්‍රශස්ත කළ හැක්කේ කෙසේද?
4 Example Answer	Example Answer Great work! Take a look at the example answer below to see how a professional would have attempted this task. Think about what you did well and how you can improve. Questions of interest to the CEO Which region is generating the highest revenue, and which region is generating the lowest? This question is important to the CEO as it is based on the fundamental source of income for the business, i.e., revenue. Revenue analysis is important to the CEO as top-level executives are always focused on earnings and how to increase it. Here, the CEO is interested in the viewing revenue by the regions, to assess which regions are generating the highest revenue and which regions are generating lower revenue. Using the data and analysis, the CEO will be able to decide on how to further generate revenue in the regions that are already generating the most revenue. For the regions that are not generating enough revenue, the CEO will then study the reasons why there is a lack of sales in those regions and try to improve the products and make them more suitable for those regions. What is the monthly trend of revenue, which months have faced the biggest increase/decrease? A monthly trend of revenue will provide the CEO with insights on how the revenue is fluctuating each month. This will enable the CEO to analyze how the internal changes inside the company have had impact on the sales. E.g., how a new product launch has led to an increase in revenue during the month or how the introduction of a new region has led to an increase in revenue for the online store. The CEO can also analyze if there have been any delays internally that would have caused a potential decrease. Such analysis is vital for the senior management as it would enable them to plan ahead and try to make the customer experience as smooth as possible. Which months generated the most revenue? Is there a seasonality in sales? In retail businesses, there are always months that will have a greater demand due to seasonality. There will be cases where the data will experience regular and predictable changes that recur every calendar year. Such seasonal months would be necessary to identify as the CEO would be interested in devising a strategy that would gain the maximum benefit from the months that have greater demands. Who are the top customers and how much do they contribute to the total revenue? Is the business dependent on these customers or is the customer base diversified? This analysis is highly important as it would enable the CEO to identify what the main drivers are behind the total revenue. Looking at the top customers of the retail store would provide an idea of which customers are contributing the most to the revenue. The store can then derive a strategy where the top customers can be targeted with more products that they can buy. This will ensure higher revenue for the store as these customers are the top buyers from the store. Although having fewer customers buying in high volumes can be beneficial for a business, there can also be a drawback. Retailers would have less bargaining power with these customers because they drive the majority of the revenue for the store and can negotiate lower prices. The CEO needs to be notified of the diversification of the customers so that he can plan ahead of time. In cases wehre the business is highly dependent on a few customers, the plan would be to increase the customer base and target more customers that would bring more revenue to the store. Questions of interest to the CMO What is the percentage of customers who are repeating their orders? Are they ordering the same products or different? This question shows that the CMO is interested in viewing the trends in customer orders. He is interested to know how many customers out of the total are coming back to them and re-ordering. This analysis will help explain to the CMO what percentage of customers are buying from them more than once. Once this is identified, the CMO can come up with a strategy to target these customers with more offers and products that they would need. The analysis will also be done to see what they are buying the second time, this will provide the CMO trends into what products and sub products are in demand and then a marketing strategy can be devised to target these customers with better options. For the repeat customers, how long does it take for them to place the next order after being delivered the previous one? This analysis will help the CMO identify the frequency of orders. This would mean determining how long the customers are taking to re-order from the store. The expectation is that those customers who have recently made a purchase would have the product on their mind and are expected to purchase or use the product again in the future. Once the information is gathered from the analysis, the CMO can create a strategy to get the recent customers to revisit the business and spend more. For the customers who have not made purchases again from the store, efforts can be made to remind them that it has been a while since they last purchased from the store. Incentivizing customers also comes into play in this scenario. What revenue is being generated from the customers who have ordered more than once? Revenue stems from how much the customer spends to purchase the products from the store. Therefore, the analysis needs to be done to determine how much revenue is being generated from the customers who are regular buyers from the store. The CMO can devise a strategy to encourage customers who spend more money on repeat purchases to continue to do so. It is also important to note that if a customer has made a big purchase the first time, they should be encouraged to come and shop from the store again. A marketing strategy will ensure that the high paying customers will continue to bring more revenue to the store going forward, as well. Who are the customers that have repeated the most? How much are they contributing to revenue? It is also important to assess which customers are repeating the most and how much are they contributing to the revenue. There would be customers who need the same products on a weekly or monthly basis, however, the products do not have a high monetary value. Therefore, the contribution to revenue for these customers will be low. On the other hand, there might be customers who are ordering twice a year and have very big orders in terms of revenue. These customers buy on certain months only, therefore, the management needs to ensure that enough supplies are available to accommodate their orders. The customers will high order volumes and low revenue would need to be offered more discounts so that they can buy in bulk and lead to more revenue.
5 Completion

Task Two: Choosing the Right Visuals
1 Task Overview	Task Overview What you'll learn How to choose visuals to communicate information effectively What you'll do Identify the visual which would explain the data and insights in the simplest possible manner
2 Here is the background information on your task	Here is the background information on your task You have been asked by the CEO and CMO to provide visuals on the metrics that they wish to analyse for the online retail store. You will gather the requirements and provide them with the type of visual that would be best suited to the scenario. The senior management wants to understand how their business is performing and what areas are the key strengths of the company. They are also focused on identifying opportunities that would lead to growth and generate more revenue in the future. You will be provided multiple visualisation requests by the CEO and you would need to provide the visual which would explain the data and insights in the simplest possible manner. The visual should adequately convey the information that you are trying to present. This exercise is critical to the senior management as any incorrect representation can lead to a wrong message being conveyed, or a wrong decision taken by the management. Therefore, you would need to make sure that the correct visuals are used to represent each set of data.
3 Here is your task	Here is your task In this task, you will be required to read the questions carefully and understand that business requirement. Once you have an idea of what is required from the perspective of the CEO and CMO, you will need to come up with the perfect visual which will illustrate what the senior managers are looking for in each scenario. Remember, data can be presented in multiple types of charts, but you are required to select the visual that would best display the information which is being presented. You will be provided resources on how to select visuals based on the different scenarios, these are available in the resources below. These resources will help you get an idea on which visual to select for the given business scenario and will also guide you on how to choose the right chart or graph for your data. Each question will contain a unique scenario and you will be expected to answer the questions based on that scenario. To complete this task, answer the multiple-choice quiz. Start the quiz by clicking ‘Start your quiz’ below. Please note there are 5 multiple choice questions to complete in this task. Please be patient as each question loads. Here are some resources to help you Grammar of Graphics to understand the dimensions of visuals. A Comprehensive Guide to the Grammar of Graphics Click to view website → How to Choose the Right Chart for Data Visualisation Click to view website → Choosing right charts based upon need such as Comparison, Distribution, Relationship, and Composition. How to Choose the Right Chart for Your Data Click to view website → Additional Resources: Ultimate Guide to Choosing the Right Visual Click to view website → How to Choose the Right Data Visualisation Click to view website → Which Type of Chart or Graph is Right for You? Click to view website →
4 Question	Question 1 of 5 Q1/5: The CEO of the retail store is interested to view the time series of the revenue data for the entire year. The CEO is interested in viewing the seasonal trends and wants to dig deeper into why these trends occur. This analysis will be helpful for the CEO to forecast for the next year. Which visual would most likely help the CEO analyse the data? Bar chart Line chart Pie chart Scatter plot Great Work! That’s right! A line chart is used to represent repeated measurements taken over regular time intervals. Time is always displayed on the horizontal axis and values on the vertical axis. The line chart would enable the CEO to see important changes in the data, like seasonality or cyclic behaviour, which will provide a better understanding of the revenue and help forecast better. Question 2 of 5 Q2/5: The CMO is interested in viewing the top 10 countries which are generating the highest revenue. Additionally, as a subcomponent, they would also like to see which products are contributing to the total revenue being generated by each country. Which visual would enable the CMO to view the revenue for each country and the breakdown by products on a single chart? Bar chart Pie chart Boxplot Stacked bar chart Great Work! That’s right! A stacked bar chart would be used here as the chart allows users to compare subcomponent pieces across different categories. The height or length of the bars will represent the total revenue generated by each country. Each bar will be divided into the products sold, where the major portion will be allocated to the products that are generating more revenue. This will allow the CMO to view the total revenue data as well as the revenue for each individual product. Question 3 of 5 Q3/5: The CEO of the online retail store wants to see how much average revenue is generated by each country. They are interested in viewing the following metrics on the visual: Minimum value First quartile value Median value Third quartile value Maximum value Which chart would you create to show the above metrics for the average revenue generated by each country? Scatter plot Histogram Waterfall chart Boxplot Great Work! That’s right! The CEO’s request would best be fulfilled using a box plot. The box plot would show the distribution of data based on a five number summary (“minimum”, first quartile, median, third quartile, and “maximum”). Boxplots are used to graphically demonstrate the locality, spread and skewness groups of numerical data. Boxplots are used to graphically demonstrate the locality, spread and skewness groups of numerical data. By using the boxplot, we can easily spot outliers and the distribution of the plot. Question 4 of 5 Q4/5: The CMO of the online retail store wants to view the information on the top 10 customers by revenue. They are interested in a visual that shows the greatest revenue-generating customer at the start and gradually declines to the lower revenue-generating customers. The CMO wants to target the higher revenue-generating customers and ensure that they remain satisfied with their products. Which visual would help the CMO understand the data on revenue generated by the top 10 customers? Pie chart Stacked bar chart Column chart Area chart Great Work! That’s right! The CMO’s request would best be fulfilled by using a column chart. Column charts are used to display comparisons between different items. Alternatively, you can view a comparison of items over time. In this case, the column chart would display the top 10 customers who are contributing the most to revenue. The first bar on the left would be the longest one and would display information for the customer who bought the most goods from the online store. The revenue contributed by each customer would gradually decline as the bars move to the right. Question 5 of 5 Q5/5: The CEO is looking to gain insights on the demand for their products. They want to look at all countries and see which regions have the greatest demand for their products. Once the CEO gets an idea of the regions that have high demand, they will initiate an expansion strategy which will allow the company to target these areas and generate more business from these regions. He wants to view the entire data on a single view without the need to scroll or hover over the data points to identify the demand. Which chart would be most useful to provide the CEO information on the demand in each region? Area chart Scatter plot Map chart Pie chart Great Work! That’s right! — A map chart would be the best option for visuals here as it will allow the CEO to view the demand information on a single view. The map chart will have all the countries on a single map and the demand will be displayed by highlighting the area of each country. Dark highlights would mean that the countries have high demand for products whereas the countries that are highlighted light colour are the ones that have low demand. Geographical data is best visualised using map charts as they are very easy to view and the underlying values are also easy to analyse.
5 Completion

Task Three: Creating Effective Visuals
1 Task Overview	Task Overview What you'll learn How to visualize data analysis to help executives with effective decision making How to use Tableau or PowerBI softwares What you'll do Create the visuals around the questions the CEO and CMO requested
2 Here is the background information on your task	Here is the background information on your task The CEO and CMO have recently met to finalise the requirements and would like you to provide them with some analysis and visuals that would help answer their questions. Both, the executives are interested in viewing and understanding how they can use the data to make more meaningful decisions. You would need to provide insights which they can use to create the expansion strategy. The executives want to analyse the trends and the breakdown by different categories so that they have clarity on how the revenue is being generated and what are the main factors affecting the online store. You will be provided with the requirements of the executives and how they want to view the data. After the requirement gathering phase, you would need to make sure that the data you are using is of good quality and does not contain any bad data that would have an adverse impact on your analysis. Once the data is cleaned, the next step would be to create the visuals on either Tableau or Power BI. No matter which tool you choose for the visuals, the result should be the same. These results will help the executives with effective decision making and assist in their expansion strategy.
3 Here is your task	Here is your task In this task, you will create the visuals around four of the questions that the CEO and CMO have requested. You can use either Tableau or Power BI to create the visuals and we’ve provided the data in the resources below. Both Power BI and Tableau have free trials that can be accessed in order to complete this task. You can find a resource below that directs you how to download these free trials. Data cleanup Before you can begin the analysis, make sure that the data is cleaned properly. You have noticed that the data contains some returns to the store which are provided in negative quantities and there are unit prices which were input in error. You will need to perform the following steps to clean this data. Create a check that the quantity should not be below 1 unit Create a check that the Unit price should not be below $0 Please note that in order to apply the checks that have been mentioned above, you would need to use conditional formulas where the logic would state that if the conditions are met then the tool should exclude the data from analysis. You can also use data transformation methods to get rid of the bad data. Both these methods are provided in the resources. Once this is done, the data will be good to be used for further analysis. Please note that this data should be cleaned up before attempting any question. Create each visual on a separate tab with the name of the tab displaying the question number. Once the visuals are created, save the files and upload them below. For Tableau users, you would need to upload in .twbx format whereas Power BI files need to be saved in .pbix format. Instructions on how to save in these formats are provided in the resources below. Should you get stuck, please reference the Visuals Hints document in the resources. Question 1 The CEO of the retail store is interested to view the time series of the revenue data for the year 2011 only. He would like to view granular data by looking into revenue for each month. The CEO is interested in viewing the seasonal trends and wants to dig deeper into why these trends occur. This analysis will be helpful for the CEO to forecast for the next year. Question 2 The CMO is interested in viewing the top 10 countries which are generating the highest revenue. Additionally, the CMO is also interested in viewing the quantity sold along with the revenue generated. The CMO does not want to have the United Kingdom in this visual. Question 3 The CMO of the online retail store wants to view the information on the top 10 customers by revenue. He is interested in a visual that shows the greatest revenue generating customer at the start and gradually declines to the lower revenue generating customers. The CMO wants to target the higher revenue generating customers and ensure that they remain satisfied with their products. Question 4 The CEO is looking to gain insights on the demand for their products. He wants to look at all countries and see which regions have the greatest demand for their products. Once the CEO gets an idea of the regions that have high demand, he will initiate an expansion strategy which will allow the company to target these areas and generate more business from these regions. He wants to view the entire data on a single view without the need to scroll or hover over the data points to identify the demand. There is no need to show data for the United Kingdom as the CEO is more interested in viewing the countries that have expansion opportunities. Here are some resources to help you Downloading Power BI & Tableau Click to download file → Online Retail Data Set Click to download file → Available from: Daqing Chen, Sai Liang Sain, and Kun Guo, Data mining for the online retail industry: A case study of RFM model-based customer segmentation using data mining, Journal of Database Marketing and Customer Strategy Management, Vol. 19, No. 3, pp. 197â€“208, 2012 (Published online before print: 27 August 2012. doi: 10.1057/dbm.2012.17). https://archive.ics.uci.edu/ml/citation_policy.html Resources - Tableau and Power BI Click to download file → Filter Data from Your Views in Tableau: https://help.tableau.com/current/pro/desktop/en-us/filtering.htm Remove negatives from your data in Power BI: https://community.powerbi.com/t5/Desktop/Remove-negatives/m-p/912589 Building Line Charts in Tableau: https://help.tableau.com/current/pro/desktop/en-us/buildexamples_line.htm Building Line Charts in Power BI: https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-line-chart Creating side by side charts in Tableau: https://resources.useready.com/blog/side-by-side-bar-chart-in-tableau-3-methods/ Creating side by side/clustered column charts in Power BI: https://www.tutorialgateway.org/clustered-column-chart-in-power-bi/ Creating a column/vertical bar chart in Tableau: https://playfairdata.com/3-ways-to-make-beautiful-bar-charts-in-tableau/ Creating a column/vertical bar chart in Power BI: https://www.pluralsight.com/guides/bar-and-column-charts-in-power-bi Build a Simple Map in Tableau: https://help.tableau.com/current/pro/desktop/en-us/maps_howto_simple.htm How to Create and Use Maps in Power BI: https://spreadsheeto.com/power-bi-map/ Convert Tableau to packaged workbook: https://help.tableau.com/current/pro/desktop/enus/save_savework_packagedworkbooks.htm#:~:text=Right%2Dclick%20the%20published%20data%20source%2C%20and%20then%20click%20Close,twbx). Saving a Power BI file as pbix: https://monashdatafluency.github.io/Power_BI/saving-and-exporting.html Data source file: https://docs.google.com/spreadsheets/d/1nBk9Fwt1JxRidaZeuyu4G4dVZAUyBUhn/edit?usp=sharing&ouid=117251920265361162193&rtpof=true&sd=true Visuals Hints Click to download file → Question 1 Here you would need to create a line chart and place the invoice date on the x-axis and the revenue on the y-axis. In order to calculate the revenue, you would need to multiply Quantity by Unit Price. Once the revenue field is calculated, you can use it to view the trend of revenue. Please make sure to set the granularity of the data to each month and only provide data for the year 2011. Guidance on how to create the line chart is provided in the resources section. Here are the steps to visualize the given insight as a line chart in Power BI: Step 1: Prepare the Dataset Import the Dataset: Load the dataset into Power BI using the "Get Data" option and select the appropriate file type (e.g., Excel, CSV). Clean the Data: Ensure the dataset does not contain null values or errors in the relevant fields, such as InvoiceDate, Quantity, and UnitPrice. Step 2: Create the Revenue Field Open the Data View: Switch to the "Data" tab in Power BI. Add a Calculated Column: Navigate to the “Modeling” tab and select “New Column.” Create a column for revenue using the formula: DAX Copy code Revenue = [Quantity] * [UnitPrice] Step 3: Filter Data for 2011 Add a Filter: Go to the "Report" view. Drag the InvoiceDate field to the Filters pane. Set the filter to include only dates within the year 2011. Step 4: Aggregate Revenue by Month Create a Date Hierarchy: Drag the InvoiceDate field into the chart area, and Power BI will automatically create a date hierarchy (Year, Quarter, Month, Day). Select Monthly Granularity: Expand the date hierarchy and select "Month" as the granularity. Step 5: Build the Line Chart Insert a Line Chart: Click on the line chart icon from the visualization pane. Assign Fields to Axes: Drag InvoiceDate (Month) to the X-axis. Drag the calculated Revenue field to the Y-axis. Step 6: Customize the Visualization Format the X-axis: Ensure that the axis displays months in a clear and chronological order. Add Titles: Title the chart as "Monthly Revenue Trends for 2011". Label the axes appropriately (e.g., "Month" for X-axis and "Revenue" for Y-axis). Apply Data Labels: Enable data labels to make the revenue values visible on the chart. Step 7: Validate the Visual Verify Data Accuracy: Cross-check the revenue values and trends to ensure correctness. Apply Consistent Formatting: Use appropriate colors and styling to make the chart visually appealing. By following these steps, you will create a clear and informative line chart that visualizes the monthly revenue trends for 2011. Question 2 In order to attempt this question, you would need to create a side-by-side bar chart. There would be two bars for each country which would represent the revenue and quantity for each region. Please make sure that you add the filter to only show the top 10 countries by revenue. You would also need to ensure that you exclude the United Kingdom from the visual. Guidance on how to create the side-by-side chart is provided in the resources section. Steps to Visualize Question 2 Insight in Power BI: 1. Load the Data: Import the dataset into Power BI using the "Get Data" option and load it into the Power Query Editor. 2. Data Preparation: Ensure the dataset includes relevant fields: Country, Quantity, Unit Price, and Revenue. Calculate the Revenue field: Create a new calculated column in the dataset using the formula: DAX Copy code Revenue = [Quantity] * [Unit Price] Filter out rows where the Country is the United Kingdom (UK). Use the "Filter" option in Power Query to exclude Country = 'United Kingdom'. 3. Aggregate Data by Country: Use the "Group By" function in Power BI to aggregate data by Country, summing up Revenue and Quantity. 4. Identify the Top 10 Countries by Revenue: Sort the data in descending order based on the Revenue column. Create a filter to select only the top 10 countries by revenue: Use the "Top N" filter in the visualizations pane and set the parameter to 10 based on Revenue. 5. Create the Side-by-Side Bar Chart: Insert a "Clustered Bar Chart" from the visualizations pane. Drag the Country field to the X-axis (or Categories). Drag both Revenue and Quantity to the Y-axis (or Values). Ensure both values appear as separate bars for each country. 6. Customize the Visualization: Adjust the colors of the bars for clear distinction between Revenue and Quantity. Add data labels to display exact values for each bar. Provide an appropriate title, such as: "Top 10 Countries by Revenue and Quantity Sold (Excluding UK)". 7. Review and Publish: Validate the visual to ensure it matches the requirements. Save and publish the report to share with stakeholders. This approach ensures the visual aligns with the CMO’s requirement to compare revenue and quantity for the top-performing countries while excluding the UK. Question 3 You would need to create a column chart or a vertical bar chart where each bar would represent the revenue generated by the customers. You would need to add a filter to only display the top 10 customers. The customers will be identified from the field “CustomerID”. Make sure that the customers who do not have any customer IDs are excluded from the visual. Finally, sort the customers in descending order based on the total revenue generated. Guidance on how to create the column/vertical bar chart is provided in the resources section. Steps to Visualize the Insight for Question 3: Open Power BI and Load the Dataset: Import the dataset into Power BI. Ensure that all fields, including CustomerID, Quantity, and Unit Price, are correctly loaded into the data model. Prepare the Data: Create a calculated column or measure for revenue: kotlin Copy code Revenue = Quantity * Unit Price Exclude customers with missing CustomerID values by applying a filter in Power BI (e.g., use a filter condition: CustomerID is not blank). Aggregate Data by Customer: In the data model, group the data by CustomerID. Summarize the revenue for each CustomerID. Create the Chart: Insert a Column Chart (Vertical Bar Chart) into the report canvas. Drag and drop CustomerID to the X-axis and the calculated Revenue to the Y-axis. Apply Filters: Use a Top N filter on the CustomerID field: Select "Top N" in the Filters pane. Set the filter to display the Top 10 customers based on Revenue. Sort the Data: Sort the chart by Revenue in descending order to display the highest revenue-generating customers first. Format the Chart: Add a title like "Top 10 High-Value Customers by Revenue". Customize axis labels, colors, and data labels for clarity. Ensure the visual is easy to interpret and visually appealing. Validate the Output: Cross-check the visual with the data table to ensure that only the top 10 customers are displayed and that the revenue values are accurate. Save and Publish: Save your Power BI report. If required, publish it to a workspace for sharing with stakeholders. Question 4 You would need to create a map chart here as the map chart would allow the CEO to view the entire map of the world and it will highlight each country and show the total number of units sold or the name of the country. You would need to filter out the United Kingdom from the data as it is not needed in this visual. Make sure that the name of the country or the total units sold is visible for each country. Guidance on how to create the map chart is provided in the resources section. Here are the steps to visualize Question 4 (Global Demand Insights) using a map chart in Power BI: Step 1: Prepare the Data Load the dataset into Power BI by importing the relevant file. Calculate the total units sold per country: Create a new measure or column to sum the "Quantity" field grouped by the "Country" field. Example: DAX Copy code Total Units Sold = SUM('Sales'[Quantity]) Filter out the United Kingdom: Add a filter to exclude the United Kingdom from the dataset. Step 2: Create the Map Chart Insert a map visual: From the Visualizations pane, select the "Map" visual. Add fields to the map: Drag the Country field to the Location field well. Drag the Total Units Sold measure to the Size field well to represent the size of the bubble on the map. (Optional) Drag the Country field to the Tooltips field well to display the country name on hover. Step 3: Customize the Visual Ensure visibility of country names or values: Enable Data Labels in the Format pane to show the total units sold or country name directly on the map. Adjust filters: Use the Filters pane to apply a filter that excludes the United Kingdom. Set the filter condition as: Country is not "United Kingdom". Choose appropriate map settings: Adjust the map's zoom level and styling to ensure all countries are visible. Use a color gradient or bubble size to represent demand visually. Step 4: Validate the Chart Ensure all countries with data are accurately displayed. Confirm that the UK is excluded and the map shows clear demand patterns. Step 5: Save and Share Save the report and name the visual appropriately, such as "Global Demand Insights." Publish the report to your Power BI workspace for presentation. This visualization will allow the CEO to clearly identify high-demand regions for potential expansion opportunities. Upload your Data Visuals
4 Example Answer	Example Answer Great work! Take a look at the example answer below to see how a professional would have attempted this task. Think about what you did well and how you can improve. Tableau and PowerBI Files Click to download file →
5 Completion

Task Four: Communicating Insights and Analysis
1 Task Overview	Task Overview What you'll learn How to present effectively to senior leadership What you'll do Record a video presenting your findings to the CEO and CMO
2 Here is the background information on your task	Here is the background information on your task It’s time to present your findings to the CEO and CMO. They are interested in your thought process and how you have handled the data cleanup and visualisation phase. It is important to explain your thought process and ideas in a clear and straightforward way. You are also required to clearly present the analysis of all four questions from the previous task. Make sure you are well versed with the data and the conclusions you’ve made from your analysis. Expansion is top of mind for these leaders and they’re keen to understand where the most lucrative opportunities are in their business. Some resources to help guide you in communicating data effectively are provided in the resources section below.
3 Here is your task	Here is your task Develop a script and record a video presenting your findings to the CEO and CMO based on the four questions they asked and the visuals you created in the previous tasks. You can use your work or the model answer from the previous task to develop your presentation. When writing your script, you should speak about your entire process, including the initial data load and clean-up steps so that your leaders know you’ve done your due diligence in providing error-free analysis. Data analysis provides heaps of information but remember to focus on the information that is most important to your leaders. Your video should be approximately 5 minutes in length. You can record your video in the browser or upload a video from your device below. Remember, this is not just a read out of your visuals, you’re presenting to the CEO and CMO and need to provide context for each scenario and how it relates to their questioning. You do not need to submit your script or talking points for this deliverable. Here are some resources to help you Task 3 Model Answers: Power BI Visuals Click to download file → Tableau Visuals Click to download file → Additional Resources: InsideBigData - A Data Scientist’s Guide to Communicating Results Click to view website → Analysing Data and Communicating Results Click to view website →
4 Example Answer	Example Answer Great work! Take a look at the example answer below to see how a professional would have attempted this task. Think about what you did well and how you can improve. Sample Video Script Good Afternoon, I’m [insert name], and I’m excited to share some insights about your business. Thank you for providing the guiding questions. It was helpful to see what types of insights you are looking to gain from the data. I hope you find the analysis compelling and helpful as you make decisions regarding future business opportunities. First off, I want to assure you that I’ve provided the most up to date and error free analysis. After I loaded the data into my software, I scrubbed any records that have negative quantities and unit price, as these records needed to be removed in order to provide helpful analysis. As for your first question, the CEO has requested a trend of the revenue to see if there is any seasonality in the store sales. My analysis shows that there are some months of the year where exceptional growth is witnessed. The data shows that the revenue in the first 8 months is fairly constant as the average revenue generated for these 8 months is around $685k. The increase in revenue starts in the month of September, where the revenue increases by 40% over the previous month. This trend continues till the month of November where it reached 1.5 million USD, the highest during the entire year. The data is incomplete for the month of December, therefore, no conclusion can be drawn from it, unfortunately. This analysis shows that the retail store sales are impacted by the seasonality which usually occurs in the last 4 months of the year. The second visual shows how the top 10 countries which have opportunities for growth are performing. This data does not include the UK as the country already has high demand and I’ve been told you’re more focused on the countries where demand can be increased. The analysis shows that countries such as the Netherlands, Ireland, Germany and France have high volumes of units bought and revenue generated. I would suggest that these countries should be focused on to ensure that measures are taken to capture these markets even more. The third analysis has been performed on the top 10 customers who have purchased the most from the store. The data shows that there is not much of a difference between the purchases made by the top 10 customers. The highest revenue generating customer only purchased 17% more than the 2nd highest which shows that the business is not relying only on a few customers to generate the revenue. This shows that the bargaining power of customers is low and the business is in a good position. Finally, the map chart shows the regions that have generated the most revenue compared with the regions that have not. It can be seen that apart from the UK, countries such as Netherlands, Ireland, Germany, France and Australia are generating high revenue and the company should invest more in these areas to increase demand for products. The map also shows that most of the sales are only in the European region with very few in the American region. Africa and Asia do not have any demand for the products, along with Russia. A new strategy targeting these areas has the potential to boost sales revenues and profitability. Thanks so much for your time. If you have any questions about the analysis or would like to see anything additional after you’ve had time to digest this information, I’d be happy to develop that for you.
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1 Resume Snippet	Tata Group Data Visualisation: Empowering Business with Effective Insights Resume Snippet Add to your resume Companies hire candidates that understand the job and are passionate about the company. Make your resume standout by adding this snippet to the extra curricular section of your resume. Recruiters will see you've got the passion and the skills to succeed. Tata Data Visualisation: Empowering Business with Effective Insights Job Simulation on Forage - November 2024 Completed a simulation involving creating data visualizations for Tata Consultancy Services Prepared questions for a meeting with client senior leadership Created visuals for data analysis to help executives with effective decision making
2 Interview Tip	Tata Group Data Visualisation: Empowering Business with Effective Insights Interview Tip Interview tip In every interview, you will likely be asked, “Why do you want to work here?” and “Why this role?” Use these interview tips to craft the perfect answer to these common questions. “Why are you interested in this role?” I recently participated in Tata's job simulation on the Forage platform, and it was incredibly useful to understand what it might be like to participate on a consulting team at Tata. I worked on a project to help a retail client review their revenue data to prepare for the future. I created data visuals, practiced using Tableau and PowerBI to represent information, and built my presentation skills in a real-world context. Doing this program confirmed that I really enjoy working on strategic problems for clients and I'm excited to apply these skills on a consulting team at a company like Tata.