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.

 In this lab, you will:

Required:

1. Create a calculated field to calculate the Days Past Due for each invoice.

2. Summarize the accounts receivable by customer.

3. Get the detailed receivables for the customer “Taste of Thai”.

 

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)

 Required:

1. What is the grand total amount owed in past due invoices for Brewed Miracles?

 

multiple choice 1
5,078
4,805 Correct
1,393
187

 

2. How many days late is Grandma’s Greasy Spoon’s oldest invoice (most days past due)?

 

multiple choice 2
419
159 Correct
84
720

 

3. How many invoices does Pita Pan have past due?

 

multiple choice 3
18 Correct
5
4
10

 

4. Which customer has the highest balance past due?

 

multiple choice 4
Grandma’s Greasy Spoon
One in a Million Correct
Pita Pan
Planet of the Grapes

 

5. Which customer owes $5,156?

 

multiple choice 5
Tequila Taste Correct
We Fry it All
The Godfather
Thai Tap

Here