Download the student version of Tableau https://www.tableau.com/academic/students
Watch the Getting Started Tableau Video at https://www.tableau.com/learn/training
Input The Survey of Consumer Finance Excel file Data into Tableau see attachment labeled: scf 04 and 16 race data.xlsx This file contains the percent of
families holding various financial assets by race in 2004 and 2016
Compare families holding Certificate Deposit accounts from 2004 to 2016 by race
Next Compare and contrast families with retirement accounts by race and then by education for 2004 and 2016 show through Tableau visualization and a brief
narrative the answers to the following questions
Did retirement accounts, stock increase, Certificate Deposits increase or decrease for certain groups by race from 2004 to 16 ? (you must first calculate the
percentage change in in assets from 2004 to 2016 in excel then import your table to Tableau) Display visually and write a brief narrative of the results and
what do you think is occurring?
Display visually the breakdown of financial assets (ie saving accounts, retirement accounts, stock increase, Certificate Deposits) held by Blacks, Hispanics
and Whites in 2004 and 2016 along
Display visually the 2004 to 2016 percentage change of the same financial assets held by Blacks, Hispanics and Whites
Write a brief narrative comparing your results
Besides the Macroeconomic factors, can you think of other factors that may have played a role into why Certificate Deposits and Retirement Accounts vary by
race?
After analyzing the data, what other questions remain with you that could warrant further exploration of the data or gathering additional variables from the
Survey of Consumer Finance Database? To answer this question, it would be helpful to visit the Survey of Consumer Finance’s Website at
https://www.federalreserve.gov/econres/scfindex.ht…
All visualizations should be presented using Tableau visualizations, be sure to allocate enough time to download the program and learn the basics of the