Lab 2-1: NOTE: Throughout this lab, every time a screenshot is requested, use your computer’s screenshot tool, and paste each screenshot to the same Word document. Label each screenshot in accordance to what is noted in the lab. This document with all of the screenshots included should be uploaded through Connect as a Word or PDF document when you have reached the final step of the lab.
In this lab, you will:
Required:
1. Summarize the unpaid invoices (accounts receivable) by customer. Show the PivotTable for the first 20 lines.
2. Get the detailed receivables for the customer “eBay.”
Ask the Question: How can we use PivotTables on the total detailed accounts receivables balance to get specific detail on invoices due by customer?
Master the Data: To begin, we have a list of 200 receivables on specific invoices that are all past their due date as of today’s date of 12/31/2021. This is shown in the Excel file Lab 2-1 Data.xlsx.
Software needed
Excel
Screen capture tool (Windows: Snipping Tool; Mac: Cmd+Shift+4)
Data: Excel file Lab 2-1 Data.xlsx.
Perform the Analysis: Refer to Lab 2-1 in the text for instructions and steps for each of the lab parts.
Share the Story: Now that we have the detail by customer, we can better follow up with them to help with collections. All employees interfacing with the client should have this detail when they talk and interact with that specific customer.
Upload one Word or PDF document containing all of your screenshots for this Lab using the button below.
Take a screenshot of the top 20 rows listing the total amount due by customer (from the PivotTable), and label it “Lab 2-1 Submission 1”
Take a screenshot of eBay’s invoices due, and label it “Lab 2-1 Submission 2”
Lab 2-1: NOTE: Throughout this lab, every time a screenshot is requested, use your computer’s screenshot tool, and paste each screenshot to the same Word document. Label each screenshot in accordance to what is noted in the lab. This document with all of the screenshots included should be uploaded through Connect as a Word or PDF document when you have reached the final step of the lab.
In this lab, you will:
Required:
1. Create a calculated field to show the numbers of days each invoice is past due.
2. Create a summary table that shows the total amount each company owes.
3. Create a filtered view to show the detailed information for each company.
Ask the Question: How can we use Tableau on the total detailed late accounts receivables balance to get specific detail on invoices due by customer?
Master the Data: To begin, we have a list of 200 receivables that are all past their due date as of today’s date of 12/31/2021. This is shown in the Excel file Lab 2-2 Data.xlsx, which will be imported into Tableau.
Software needed
Tableau
Screen capture tool (Windows: Snipping Tool; Mac: Cmd+Shift+4)
Data: Excel file Lab 2-2 Data.xlsx.
Perform the Analysis: Refer to Lab 2-2 in the text for instructions and steps for each of the lab parts.
Share the Story:
Upload one Word or PDF document containing all of your screenshots for this Lab using the button below.
Take a screenshot of the top 20 rows listing the total amount due by customer and label it “Lab 2-2 Submission 1 Tableau”.
Take a screenshot of eBay’s invoices due, and label it “Lab 2-2 Submission 2 Tableau”.
