In the Chapter 11 Data Analytics Case, you used Tableau

In the Chapter 11 Data Analytics Case, you used Tableau to examine a data set and create calculations to compare the relative age of two companies’ assets. In this case you continue in your role as an analyst conducting introductory research into the relative merits of investing in one or both of these companies. This time assess the extent to which the companies invest in equity securities on a long-term basis. To do so, you evaluate the percentage of noncurrent assets invested in equity securities. The investments in equity to assets formula is total equity investments/total noncurrent assets.

Required:
Use Tableau to calculate each company’s annual percentage of noncurrent assets invested in equity securities in each year from 2018 to 2021. Based upon what you find, answer the following questions:
1. What is the percentage of noncurrent assets invested in equity securities for (a) Big Store and for (b) Discount Goods in 2021?
2. Comparing the percentage of noncurrent assets invested in equity securities ratios over the most recent fouryear period, is Discount Good’s equity investment (a) generally increasing, (b) roughly the same, or (c) generally decreasing from year to year?
3. In general, which company invests the higher amount in equity securities as a percentage of its noncurrent asset during the most recent four-year period?

Resources:
You have available to you an extensive data set that includes detailed financial data for 2012-2021 for both Discount Goods and Big Store. The data set is in the form of four Excel files available to download from Connect, or under Student Resources within the Library tab. The one for use in this chapter is named “Discount_Goods_Big_Store_Financials.xlsx.” Download this file and save it to the computer on which you will be using Tableau.
For this case, you will create a calculation to produce a bar chart of the percentage of noncurrent assets invested in equity securities ratio to allow you to compare and contrast the two companies’ investments. After you view the training videos, follow these steps to create the charts you’ll use for this case:
• Open Tableau and connect to the Excel spreadsheet you downloaded.
• Click on the “Sheet 1” tab at the bottom of the canvas, to the right of the Data Source at the bottom of the screen. Drag “Company” and “Year” under Dimensions to the Rows shelf. Change “Year” to discrete by right-clicking and selecting “discrete.” From the same menu, select “Filter,” unclick “All,” and click only 2018, 2019, 2020, and 2021.
• Drag the “Investments in Equity Security” and “Total Noncurrent Assets” under Measures to the Rows shelf. Change each to discrete. Right click on the drop-down menu of each of the accounts and uncheck “Show Header” so they are not visible in the field.
• Under the Analysis tab, select Create Calculated Field. Create a measure named “Investments in Equity to Assets” by dragging “Investments in Equity Security” from the Rows shelf to the Calculation Editor window, typing a division sign for division, and then dragging “Total Noncurrent Assets” from the Rows shelf beside it. Make sure the window says that the calculation is valid and click OK.
• Drag the newly created “Investments in Equity to Assets” to the Rows shelf.
• Click on the “Show Me” and select “side-by-side bars.” Add labels to the bars by clicking on “Label” under the “Marks” card and clicking the box “Show mark label.” Format the labels to Times New Roman, bold, black and 9-point font.
• Change the title of the sheet to be “Fixed Ratio Bar Chart” by right-clicking and selecting “Edit title.” Format the title to Times New Roman, bold, black and 15-point font.
• Format the labels on the left of the sheet (“Fixed to Times New Roman, 9-point font, bold, and black. Change the title of “Sheet 1” to match the sheet title by right-clicking, selecting “Rename” and typing in the new title.
• Format all other labels to be Times New Roman, bold, black and 10-point font.
• Once complete, save the file as “DA12_Your initials.twbx.”

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