THIS IS A TABLEAU PROJECT.
Project Scenario: The Chief Risk Officer (CRO) of LendingClub is interested in exploring which loan grade has historically had the most charge offs (uncollected loans). She is requesting an analysis that includes the historic amounts of loans that were fully paid and charged off (not paid) only. She wants to be able to review the total dollar amounts paid and charged off for each loan grade. She asks you to perform the analysis using Tableau.
Project Instructions:
- Data preparation:
- Open Tableau Desktop.
- Connect to the dataset provided above.
- Review the data types, and adjust them if necessary.
- Click on the Sheet 1 tab.
- Use the “Loan Amnt” field to sum the loan amounts
- Use the “Loan Status” field to filter for “Charged Off” loans and fully paid loans
- Use the “Grade” field to group the loans by grade
- Verbal analysis:
- Create a Word document and draft a hypothetical email to the CRO. Your email should include a recap of the work that you performed (use the AMPS model to help you), including the following:
- A: Explain what question was being answered.
- M: Describe any issues you had in using the data.
- P: Give an overview of your analysis procedures.
- S: Tell the CRO which grade had the most Charged Off loans by dollar amount. Also tell the CRO the total dollar amount of Charged Off and fully paid loans for the grade with the highest dollar amount of charged off loans.
- Submit two files:
- the Tableau Packaged Workbook. Note: in order to submit the Tableau Packaged Workbook, which is a format that you can share with me, you will need to save a copy for submission as a .twbx file NOT a .twb file.
- the Word document.

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