Module 03 Course Project - Data Retrieval

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October 2014

Sales System Number Date of Sale Extract Date Sales Consultant ID SC Last name SC First Name State Office Region Territory Tax Type
265801-2014111 10/1/14 11/1/14 35353356 Rucco Adriano F NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265801-2014111 10/1/14 11/1/14 66464667 Wiare Carol P. GA ATLANTA SOUTH ATLANTA-NORTH GEORGIA W2
315320-2014111 10/3/14 11/1/14 57575758 Frank Benjamin FL MIAMI FL/HI SOUTH FLORIDA 1099
265980-2014111 10/3/14 11/1/14 75265980 Manuter Victor NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
329247-2014111 10/5/14 11/1/14 83748200 Travas Francisco A TX EL PASO SOUTH SAN ANTONIO 1099
399053-2014111 10/10/14 11/1/14 26354410 Smith Debbie FL MIAMI FL/HI SOUTH FLORIDA 1099
407197-2014111 10/11/14 11/1/14 33407197 Heston Kelly L AR Arkansas SOUTHWEST ARKANSAS 1099
407886-2014111 10/12/14 11/1/14 40278386 Nova Jeremy S AR Arkansas SOUTHWEST ARKANSAS 1099
410718-2014111 10/13/14 11/1/14 41107218 Buster Jacqueline M MS Tri-State SOUTHWEST MISSISSIPPI 1099
265005-2014111 10/14/14 11/1/14 26150025 Jones Jennifer NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265288-2014111 10/20/14 11/1/14 26354410 Smith Debbie FL MIAMI FL/HI SOUTH FLORIDA 1099
265440-2014111 10/20/14 11/1/14 26354410 Smith Debbie FL MIAMI FL/HI SOUTH FLORIDA 1099
265778-2014111 10/20/14 11/1/14 26356778 Dimit Enrique FL MIAMI FL/HI SOUTH FLORIDA W2
265758-2014111 10/20/14 11/1/14 26457518 Hansen Vanessa NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265068-2014111 10/20/14 11/1/14 26520168 Vega William NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265609-2014111 10/20/14 11/1/14 26526109 Periter Eugene NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265862-2014111 10/25/14 11/1/14 12658262 Wearever Erick NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
266104-2014111 10/25/14 11/1/14 26161204 Uarlike Yaniri A NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265823-2014111 10/25/14 11/1/14 26531823 Nayen Alicia IL CHICAGO NORTH ILLINOIS W2
330618-2014111 10/26/14 11/1/14 33011618 Kite David N KY LOUISVILLE SOUTH KENTUCKY 1099
332509-2014111 10/26/14 11/1/14 33255099 York Alex V NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
333704-2014111 10/28/14 11/1/14 33233704 Amisher Aisha T NY BRONX NORTH DOWNSTATE NEW YORK 1099
407148-2014111 10/28/14 11/1/14 43207148 Bush Douglas B AR Arkansas SOUTHWEST ARKANSAS 1099
265752-2014111 10/30/14 11/1/14 26325752 Regan Andres A NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265848-2014111 10/30/14 11/1/14 26621106 Justin Micah Rae LA NEW ORLEANS SOUTH LOUISIANA W2
266106-2014111 10/30/14 11/1/14 26621106 Justin Micah Rae LA NEW ORLEANS SOUTH LOUISIANA W2
331393-2014111 10/31/14 11/1/14 33135393 Williams Clarence P KY LOUISVILLE SOUTH KENTUCKY 1099
Criteria Weight
Spreadsheet only contains necessary fields 50
Spreadsheet has new sheet labeled "Module 03 Explanation" 10
Module 03 Explanation tab includes how fields are useful or unnecessary for classification of data 35
Spreadsheet submitted as Excel file 5
You don't need sales system dat or extract date. Don't need Tax Type. Only need one of the office, region or territory. You deleted number of cancellations, total contracts which are very important to the policies! - 35 Total 65/100%

November 2014

Sales System Number Date of Sale Extract Date Sales Consultant ID SC Last name SC First Name State Office Region Territory Tax Type
265005-2014111 11/1/14 12/1/14 26354410 Smith Debbie FL MIAMI FL/HI SOUTH FLORIDA 1099
265068-2014111 11/2/14 12/1/14 33407197 Heston Kelly L AR Arkansas SOUTHWEST ARKANSAS 1099
265288-2014111 11/2/14 12/1/14 40278386 Nova Jeremy S AR Arkansas SOUTHWEST ARKANSAS 1099
265440-2014111 11/2/14 12/1/14 41107218 Buster Jacqueline M MS Tri-State SOUTHWEST MISSISSIPPI 1099
329247-2014111 11/3/14 12/1/14 33011618 Kite David N KY LOUISVILLE SOUTH KENTUCKY 1099
399053-2014111 11/4/14 12/1/14 33255099 York Alex V NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265609-2014111 11/5/14 12/1/14 66464667 Wiare Carol P. GA ATLANTA SOUTH ATLANTA-NORTH GEORGIA W2
265758-2014111 11/5/14 12/1/14 35353356 Rucco Adriano F NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265778-2014111 11/5/14 12/1/14 26520168 Vega William NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265823-2014111 11/5/14 12/1/14 26152889 Smith Debbie FL MIAMI FL/HI SOUTH FLORIDA 1099
265862-2014111 11/6/14 12/1/14 26356778 Dimit Enrique FL MIAMI FL/HI SOUTH FLORIDA W2
266104-2014111 11/7/14 12/1/14 26354410 Smith Debbie FL MIAMI FL/HI SOUTH FLORIDA 1099
330618-2014111 11/8/14 12/1/14 26531823 Nayen Alicia IL CHICAGO NORTH ILLINOIS W2
407197-2014111 11/10/14 12/1/14 33233704 Amisher Aisha T NY BRONX NORTH DOWNSTATE NEW YORK 1099
407886-2014111 11/10/14 12/1/14 43207148 Bush Douglas B AR Arkansas SOUTHWEST ARKANSAS 1099
265801-2014111 11/11/14 12/1/14 26526109 Periter Eugene NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265801-2014111 11/12/14 12/1/14 26457518 Hansen Vanessa NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265980-2014111 11/13/14 12/1/14 12658262 Wearever Erick NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
332509-2014111 11/15/14 12/1/14 75265980 Manuter Victor NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
333704-2014111 11/16/14 12/1/14 57575758 Frank Benjamin FL MIAMI FL/HI SOUTH FLORIDA 1099
315320-2014111 11/17/14 12/1/14 26161204 Uarlike Yaniri A NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
407148-2014111 11/23/14 12/1/14 83748200 Travas Francisco A TX EL PASO SOUTH SAN ANTONIO 1099
410718-2014111 11/27/14 12/1/14 26621106 Justin Micah Rae LA NEW ORLEANS SOUTH LOUISIANA W2
265752-2014111 11/29/14 12/1/14 26150025 Jones Jennifer NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265848-2014111 11/29/14 12/1/14 33135393 Williams Clarence P KY LOUISVILLE SOUTH KENTUCKY 1099
266106-2014111 11/30/14 12/1/14 26325752 Regan Andres A NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
331393-2014111 11/30/14 12/1/14 26621106 Justin Micah Rae LA NEW ORLEANS SOUTH LOUISIANA W2

December 2014

Sales System Number Date of Sale Extract Date Sales Consultant ID SC Last name SC First Name State Office Region Territory Tax Type
265005-2014111 12/1/14 1/1/15 26354410 Smith Debbie FL MIAMI FL/HI SOUTH FLORIDA 1099
265288-2014111 12/1/14 1/1/15 40278386 Nova Jeremy S AR Arkansas SOUTHWEST ARKANSAS 1099
410718-2014111 12/1/14 1/1/15 26621106 Justin Micah Rae LA NEW ORLEANS SOUTH LOUISIANA W2
265609-2014111 12/2/14 1/1/15 66464667 Wiare Carol P. GA ATLANTA SOUTH ATLANTA-NORTH GEORGIA W2
265440-2014111 12/3/14 1/1/15 41107218 Buster Jacqueline M MS Tri-State SOUTHWEST MISSISSIPPI 1099
266104-2014111 12/3/14 1/1/15 26354410 Smith Debbie FL MIAMI FL/HI SOUTH FLORIDA 1099
333704-2014111 12/4/14 1/1/15 57575758 Frank Benjamin FL MIAMI FL/HI SOUTH FLORIDA 1099
331393-2014111 12/5/14 1/1/15 26621106 Justin Micah Rae LA NEW ORLEANS SOUTH LOUISIANA W2
407148-2014111 12/6/14 1/1/15 83748200 Travas Francisco A TX EL PASO SOUTH SAN ANTONIO 1099
265752-2014111 12/6/14 1/1/15 26150025 Jones Jennifer NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265823-2014111 12/7/14 1/1/15 26152889 Smith Debbie FL MIAMI FL/HI SOUTH FLORIDA 1099
407886-2014111 12/8/14 1/1/15 26621106 Justin Micah Rae LA NEW ORLEANS SOUTH LOUISIANA W2
265801-2014111 12/9/14 1/1/15 26526109 Periter Eugene NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
315320-2014111 12/9/14 1/1/15 26161204 Uarlike Yaniri A NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
399053-2014111 12/10/14 1/1/15 33255099 York Alex V NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265778-2014111 12/11/14 1/1/15 26520168 Vega William NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265758-2014111 12/12/14 1/1/15 35353356 Rucco Adriano F NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265801-2014111 12/13/14 1/1/15 26457518 Hansen Vanessa NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
332509-2014111 12/14/14 1/1/15 75265980 Manuter Victor NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265068-2014111 12/15/14 1/1/15 33407197 Heston Kelly L AR Arkansas SOUTHWEST ARKANSAS 1099
329247-2014111 12/19/14 1/1/15 33011618 Kite David N KY LOUISVILLE SOUTH KENTUCKY 1099
266106-2014111 12/20/14 1/1/15 26325752 Regan Andres A NY MANHATTAN NORTH DOWNSTATE NEW YORK W2
265862-2014111 12/21/14 1/1/15 26356778 Dimit Enrique FL MIAMI FL/HI SOUTH FLORIDA W2
265848-2014111 12/22/14 1/1/15 33135393 Williams Clarence P KY LOUISVILLE SOUTH KENTUCKY 1099
407197-2014111 12/23/14 1/1/15 33233704 Amisher Aisha T NY BRONX NORTH DOWNSTATE NEW YORK 1099
330618-2014111 12/24/14 1/1/15 26621106 Justin Micah Rae LA NEW ORLEANS SOUTH LOUISIANA W2
265980-2014111 12/30/14 1/1/15 12658262 Wearever Erick NY MANHATTAN NORTH DOWNSTATE NEW YORK W2

Module 03 Explanation

Module 03 explanation
Fields that I will use Eliminated fields
The following are the fields that I will use to determine if the sale consultants are operating within the set policies. i. Sale consultant number ii. Date of sale & extract date iii. Consultant names iv. Consultant state v. Reporting office vi. Region vii. Territory viii. Tax type Reasons These fields are important in determination of whether the sales consultants are in policies for the various reasons. First, the consultant number and names will help in identifying who the consultant is. Secondly, consultant state, office, Territory and region will help me in identifying each consultant the state or region laws. The dates help in chronological arrangement of how the consultants have been working. That is, the consistency of the work. The tax type is as well important as it assist us in knowing the class of the consultant therefore, they can be easily studied. Eliminated fields Some of the fields that I eliminated that I thought would not be that useful i. The number of contracts ii. Total sales iii. Total cancelation Reasons I believe that these fields have no connection with policies but rather, they are more of company considerations. For example, the total sales and the number of cancelation have no direct relation with policies that governs the operations of the consultants.