Visual Representation of Data With Excel and Tableau
Visual Representation of Data With Excel and Tableau
The purpose of this assignment is to aggregate data using two techniques, one with Excel and one with Tableau. For this assignment, you will use the “Claims 2” dataset. Use Excel pivot tables and pivot charts for Part 1 and Tableau for Part 2. Part 3 is a compare/contrast summary of the experiences utilizing both tools.
Part 1:
Create a dashboard describing the data by age group (e.g., 21-30 yrs, 31-40 yrs, 41-50 yrs, 51-60 yrs, and 61-70 yrs). The dashboard should include the graphs and charts listed in the locations described. The dashboard should be a separate tab in Excel that only includes the five items below. A sample layout is provided below the dashboard description.
1. Top Left: Bar graph showing the average number of ER visits for each of the five age groups. Show the actual average values above each bar.
2. Middle Left: Bar graph showing the average number of procedures for each of the five age groups. Show the actual average values above each bar.
3. Bottom Left: Bar graph showing the average claim cost for each of the five age groups. Show the actual average values above each bar.
4. Top Right: Pie chart showing the percent of the total sum of all claim costs for each of the five age groups. Show the actual percent values of each slice.
5. Bottom Right: Line graph showing the percent of each age group that has one or more ER visits. Show the actual percent values of each group. To create this chart, first create a new calculated column, named “Has ER Visit,” that is equal to 1 when the patient has had one or more ER visits; otherwise 0. HINT: The average of a 0-1 column is a percent. Refer to the example in the resource “Visual Representation of Data Screenshot: Preview of the Excel Dashboard”.
Part 2:
Create a dashboard describing the data by age group (e.g., 21-30 yrs, 31-40 yrs, 41-50 yrs, 51-60 yrs, and 61-70 yrs). The dashboard should include the graphs and charts listed in the locations described. The dashboard should be submitted as a Tableau file. A sample layout is provided in the resource, “Data Visualization With Tableau Screenshot: Preview of the Tableau Dashboard.”
1. Top Left: Bar graph showing the average number of ER visits for each of the five age groups. Show the actual average values above each bar.
2. Middle Left: Bar graph showing the average number of procedures for each of the five age groups. Show the actual average values above each bar.
3. Bottom Left: Bar graph showing the average claim cost for each of the five age groups. Show the actual average values above each bar.
4. Top Right: Pie chart showing the percent of the total sum of all claim costs for each of the five age groups. Show the actual percent values of each slice.
5. Bottom Right: Line graph showing the percent of each age group that has one or more ER visits. Show the actual percent values of each group. To create this chart, first create a new calculated column, named “Has ER Visit,” which is equal to 1 when the patient has had one or more ER visits; otherwise 0. HINT: The average of a 0-1 column is a percent.
Part 3:
Interpret the dashboard and the story it is attempting to tell users by writing a 250-word summary. In the summary, describe the merits of each of the charts used on the dashboard. For example, discuss why a pie chart might be more appropriate than a bar graph for highlighting the information you want key stakeholders to obtain by studying that content on the dashboard. Include specific discussion about why each specific chart is used to illustrate the data it represents. Compare and contrast the use of Excel and Tableau in data visualization. Include a specific discussion about the following in your summary.
1. Software ease of use.
2. Software visualization capabilities.
3. Software limitations.
4. Discussion of when each of these software programs is most appropriate for use. APA format is not required, but solid academic writing is expected.
This assignment uses a rubric. Please review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.
You are not required to submit this assignment to LopesWrite.
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