131|TABLEAU – The Data Safari

BYU Student Author: @Erick_Sizilio
Reviewers: @Hyrum, @Jae, @Donovon
*Estimated Time to Solve: 30 Minutes

We provide the solution to this challenge using:

  • Tableau

Need a program? Click here.

Congratulations! You have recently been hired by a small investment company, and your boss has given you a mission: provide a comprehensive Tableau Report with information on 4847 company tickers registered with the SEC. The stakes are high, and your boss wants you to complete this task by the end of the day.

You will need to use all your Tableau skills to complete this mission successfully. From organizing data by using Tables, Maps, Tooltips, and even REGEX. The clock is ticking!

Are you up for the challenge? Show your boss what you’re made of and create a tool that will impress even the most seasoned investors!


  1. Download the data and load it into Tableau.
  2. Extract the City, State, and ZIP code from the “Headquarter Address” field.
  3. Create two maps with the following:
    • Number of Companies by State.
    • Companies by ZIP code.
  4. Create one horizontal Bar graph that shows the number of companies by City.
  5. Create one table with the following company info: Official Name, Industry, State, City, ZIP Code, Year Incorporated, Market Cap, and Number of Employees.
  6. Create a dashboard with the four visualizations that you created in Steps 3, 4, and 5. Add an action so that when users click any of the four sheets in your dashboard, the data is filtered in the other three sheets.

Data Files

Suggestions and Hints

Because the column headers aren’t in the first row in Excel, click on “Cleaned with Data Interpreter” when importing the data.

This is the code that I used to extract the City:
REGEXP_EXTRACT([Headquarter Address],“,\s([A-Za-z\s.'-]+), [A-Z]{2},”)

Alternatively, you can use the split function:
SPLIT([Headquarter Address],“,”,-3)

Your final dashboard may look like this one. Feel free to create your final dashboard in a style that you like!