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1. Please download the tableau file which already contains the data (please note
1. Please download the tableau file which already contains the data (please note how data can be saved in a packaged file in tableau):
Calculations Tutorial – Fundraising – TfT (1).twbx
Complete all 4 sheets (charts) using the fundraising data in Tableau (note this time I supply the twbx file so you don’t need to do the Excel connections to read in excel data – data are already in). When you are done with the charts, please: a) submit a Word file with all the exported images on Canvas (for chart3 please just take a screenshot) ; b) answer the questions with texts and numbers using Google Form link provided below.
Learning objectives: Be able to use some simple Tableau calculations, and be able to use the information in the charts in a flexible way to deliver marketing insights.
Please pledge your honor code in your Word file by pasting this statement at the beginning of the file: “I confirm that I have generated all these charts in Tableau myself, and have done my own work for the calculations.”
How would you describe this dataset to a manager? (a general question – explore data in Tableau)
Answer the following questions with your Tableau charts. For some of the questions you will need to do some extra work and calculation beyond the charts that you created with the step by step guide in the file.
Which Degree has the highest average pledge amount? Of how much? And the least average pledge amount? Of how much? Do you think ‘number of records’ is very informative here? Why or why not? (chart1)
What trends can you describe for fundraising effort of this university? Which fund type has the highest drop over the last 2 years? If you were to propose something to investigate further, what would that be? (chart2)
What percentage of funds were pledged by the “Major Gift Donors”? What percentage of funds were pledged by the top 20% of donors? [hint: you may use the information at the lower left corner of Tableau, and do some simple filtering and calculation to get the answers] (chart3)
What is the most popular fund type in the top 10 funds? How many of them are there in the top 10? What percentage of total pledge amount were captured in the top 10 funds? (chart4)
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