BYU Student Author: @Erick_Sizilio
Reviewers: @Nate, @Parker_Sherwood
Estimated Time to Solve: 20 Minutes
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You are a new hire at a tax accounting firm that is expanding rapidly. The company has been successful because it hires the exact number of employees needed for each year. Your boss asked you to create a simple dashboard in Tableau that shows how many employees will be needed by country/state. Your boss provided two tables: 1) Number of tax returns to be completed by country and by state, and 2) Number of tax returns each employee within a country can complete. (This differs from country to country because of the level of training, tax code complexity, and technology available to them)
- Download the data
- Load it into Tableau
- Join the two tables
- Create two separate sheets as follows: 1) Show how many employees will be needed by country/state on a table, and 2) the total number of employees needed by country/state on a map!
- Combine these sheets into a dashboard
Suggestions and Hints
When calculating the number of employees needed, ensure that you round up any numbers. A fraction of a person can’t do any work . You can round up by using the ceiling function)
Great challenge! I had fun thinking through the problems and making it look decent on a dashboard. You can see my solution below!
Tax Prep Startup - Solution.twbx (57.8 KB)
There aren’t as many challenges in Tableau as in the other programs, so I really like it whenever a new one gets posted. This one didn’t disappoint! It was a great way for me to get introduced to building a simple dashboard.
Rather than a chart for the first visualization, I decided that I like a bar graph a little more because it allows me to coordinate the colors with those on the map while getting the same information I would from just the chart alone. I’ve shared a screenshot below:
Great Challenge Erik! It’s always nice to refresh my map skills in tableau, it always takes me a minute to remember to just drag the location to the main display. I made a dashboard to show both at once, and here it is:
Enjoyed doing this challenge. Thanks! It was really helpful to have more experience with data visualization. I had never used the subtotal feature before and thought that was really cool yet not hard to do!
I enjoyed this challenge in Tableau! I appreciate that this challenge encouraged displaying the same data through different visualizations.