Description: Due: 2/24/2021 11:59 pm (Central Time) Instructions From: Rebecca Wiing Subject: Training Effectiveness by Customer Experience for COO Hi there! The Chief Operations Officer has asked me to provide him some information so he can understand how some training programs have impacted interactions with our clients and their experience. I have worked with the Client Services team to get a year’s worth of data (from 2017) for our flight attendant employees and myself have pulled some data on them to capture their assigned route and crew as well as information about which cohort they recruited with and the trainer who worked with them. The data is attached. I am needing you to bring all of this together data and build a few simple visualizations to help me figure out the following:
1) Which routes have the highest number complaints?
2) Which months have the highest number complaints?
3) Which crews have the most compliments?
4) Which cohorts have the most compliments?
5) Which trainers have the flight attendants that have the most compliments? Also, if you can, I need to try and be able to look at the number of compliments in context to the number of complaints. I mean a million compliments doesn’t mean much if there 10 million complaints, right? Thanks, Rebecca Objective Structure and clean the data provided and build a dashboard with visualizations that answer the five items in Rebecca’s email. Guided Instructions
1) Open the Excel file using Excel and inspect the sheets a. Three sheets with flight attendant performance i. All Data proved pertains only for the year 2017 ii. Data are organized in columns by month and type of response
2) Performance data sheets needs to be brought together and the employee information added on.
3) Open Sheet 1 a. Add a Calculated Field b. Name it “Record Count”
iii. Drag this measure to you sheet and Show Me Menu change it to a Text Table iv. This is how many records you have – See Additional Guidance
4a 4) Pivot Performance Data a. See Additional Guide 4b 5) Split and relabel Pivot Field Names into two fields a. Relabel one as Response Type i. Should contain Compliments and Complaints in the column b. Relabel the other as Month i. Month (Two Options) 1. Option 1: Apply Aliases a. 1 is January; 2 is February…. 2. Option 2: Create a new field a. Add a Calculated Field i. Name “Month Name” ii. Enter a Calculation that models the following to name each month: CASE [Month] WHEN "1" THEN "January" WHEN "2" THEN "February" [continue the logic for the remaining months] WHEN "11" THEN "November" WHEN "12" THEN "December" ELSE "ERROR" END 6) Split and relabel field names for Co-Train and Cr-Mm a. Co-Train i. Rename “Cohort” ii. Rename “Trainer” b. Cr-Mm i. Rename “Crew” ii. Rename “Crew Member Number” iii. Note: these fields have a hierarchical relationship to the Route and each other 1. Route ® Crew® Crew Member
7) Relabel Pivot Field Values a. “Response Count”
8) Build a Visualization in a new sheet to answer: Which routes have the highest number complaints? a. Horizontal Bar Chart b. Sort Highest to Lowest c. Counts (marks) should be visible d. Clear clutter where you can
9) Build a Visualization in a new sheet to answer: Which months have the highest number complaints? a. Vertical Bar Chart b. Order by chronological sequence c. Counts (marks) should be visible d. Clear clutter where you can
10) Build a Visualization in a new sheet to answer: Which crews have the highest number complaints? a. Horizontal Bar Chart b. Sort Highest to Lowest c. Counts (marks) should be visible d. Clear clutter where you can e. Hint: Crews are unique to routes i. To form distinct crews by route, create a New Calculated Field 1. Formula: [Route] + “: Crew “ + [Crew] 2. This is Concatenation in Tableau 3. Hint: Make sure your fields the correct data type – String or Number? What does it men
11) Build a Visualization in a new sheet to answer: Which cohorts have the most compliments? a. Horizontal Bar Chart b. Sort Highest to Lowest c. Counts (marks) should be visible d. Clear clutter where you can
12) Build a Visualization in a new sheet to answer: trainers have the flight attendants that have the most compliments? a. Horizontal Bar Chart b. Sort Highest to Lowest c. Counts (marks) should be visible d. Clear clutter where you can
13) Build a Dashboard with the five visualizations a. Size: Letter (portrait or landscape) b. Include Title: Flight Attendant Training Effectiveness c. Include Subtitle: Magic Airlines - 2017 d. Include Company Logo e. Include all five visualizations i. All should have Clear Titles ii. Vertical Scrolling is Permitted on all but the visualization on Monthly Complaints f. Include a small note with your name in the lower bottom right i. Dashboard designer: [yourname] 14) Optional: Develop a calculation that uses conditional logic that reverse scores the complaints negative values and leaves the compliments positive. a. Develop a New Calculation Field named “Net Compliment Score” b. Duplicate the Monthly Complaint Sheet and replace the measure with the new calculation field c. Change the Color of this sheet to Green. d. Hint: Do some research on Tableau conditional Calculations to understand how they work Additional Guidance
1) Use Tableau Desktop
2) Hide unneeded fields
3) Use a simple table to count records to ensure your shaping is correct after major transformation 4) Here are some figures for that you match to a. There are 1,500 total employee records b. After the Pivot there should be 36,000 records 5) Changes in the Excel File may be necessary
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