2020: Week 29


Week 29 by Tom Prowse

Unfortunately, Chin & Beard Suds Co have had to cancel their world famous conference event and this has left a lot of people unhappy! As a result, we need to process the refunding of tickets to each of the attendees who have already paid. 

Each attendee paid the equivalent to £100 (GBP) for a ticket and they have a few options about how they can have their refund: 
  1. Full Refund - This is a full cash refund back to them.
  2. Credit Note - We can create credit notes to be used next year.
  3. No Refund - They can waive their refund and give us the money. 
Each refund will be refunded in the currency of their selected country.

We have been given various data sources and we need to combine them to answer the following questions.
  1. Who does each Account Manager (AM) have to contact about processing the refunds?
  2. How much money will we lose/make from each of the different refund scenarios?

Input

One Excel file with multiple tabs. Note, all of this data is created via Mockaroo so the names & email addresses aren't real!

1. Attendee List


2. Account Manager


3. Exchange Rates

Requirements

  1. Input Data
  2. Extract the company email from the email. For this task we will assume that it is the word straight after the @ symbol.
  3. Join the AM & Attendee tables together. Make sure you retain the case from the company field in the Account Manager table. (Eg, First letter capitalised for each company)
  4. Calculate the ticket price in the local currency
  5. Sort the data so that all the AM's clients are grouped together, and the AM with the most clients is first (the order of clients doesn't matter)
  6. Calculate how much money we will receive/lose from each country & local currency

Outputs

1. Email list for the AMs, with all the client details about their refunds

  • 11 Fields
    • Order
    • Ticket Price Local
    • Currency
    • First Name
    • Last Name
    • Email
    • Company Name
    • Country
    • Refund Type
    • Account Manager
  • 100 Rows (101 including headers)
2. Currency totals for how much money with have gained/lost as a result of the event being cancelled 

  • 3 Fields
    • Country
    • Currency
    • Money Gain/Loss
  • 8 Rows (9 including headers)
You can download both outputs, in full, for comparisons here.

After you finish the challenge make sure to fill in the participation tracker, then share your solution on Twitter using #PreppinData and tagging @Datajedininja, @JennyMartinDS14, @JonathanAllenby & @TomProwse1

You can also post your solution on the brand new Tableau Forum where we have a Preppin Data community page. Post your solutions and ask questions if you need any help! 

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