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20171024221911module_03_course_project_data_retrieval_1020173.xlsxOctober 2014
| Sales System Number | Date of Sale | Extract Date | Sales Consultant ID | Territory | Tax Type | Total Contracts | Total Sales | Total Cancellations |
| 265801-2014111 | 10/1/14 | 11/1/14 | 35353356 | DOWNSTATE NEW YORK | W2 | 10 | $30,291.00 | 1 |
| 265801-2014111 | 10/1/14 | 11/1/14 | 66464667 | ATLANTA-NORTH GEORGIA | W2 | 4 | $39,999.00 | 0 |
| 315320-2014111 | 10/3/14 | 11/1/14 | 57575758 | SOUTH FLORIDA | 1099 | 11 | $92,829.00 | 1 |
| 265980-2014111 | 10/3/14 | 11/1/14 | 75265980 | DOWNSTATE NEW YORK | W2 | 4 | $44,255.00 | 2 |
| 329247-2014111 | 10/5/14 | 11/1/14 | 83748200 | SAN ANTONIO | 1099 | 0 | $0.00 | 0 |
| 399053-2014111 | 10/10/14 | 11/1/14 | 26354410 | SOUTH FLORIDA | 1099 | 5 | $20,100.00 | 1 |
| 407197-2014111 | 10/11/14 | 11/1/14 | 33407197 | ARKANSAS | 1099 | 0 | $7,881.00 | 0 |
| 407886-2014111 | 10/12/14 | 11/1/14 | 40278386 | ARKANSAS | 1099 | 1 | $10,000.00 | 0 |
| 410718-2014111 | 10/13/14 | 11/1/14 | 41107218 | MISSISSIPPI | 1099 | 11 | $83,641.00 | 5 |
| 265005-2014111 | 10/14/14 | 11/1/14 | 26150025 | DOWNSTATE NEW YORK | W2 | 13 | $0.00 | 13 |
| 265288-2014111 | 10/20/14 | 11/1/14 | 26354410 | SOUTH FLORIDA | 1099 | 0 | $0.00 | 0 |
| 265440-2014111 | 10/20/14 | 11/1/14 | 26354410 | SOUTH FLORIDA | 1099 | 7 | $44,242.00 | 0 |
| 265778-2014111 | 10/20/14 | 11/1/14 | 26356778 | SOUTH FLORIDA | W2 | 1 | $555.00 | 0 |
| 265758-2014111 | 10/20/14 | 11/1/14 | 26457518 | DOWNSTATE NEW YORK | W2 | 9 | $80,000.00 | 0 |
| 265068-2014111 | 10/20/14 | 11/1/14 | 26520168 | DOWNSTATE NEW YORK | W2 | 10 | $45,000.00 | 0 |
| 265609-2014111 | 10/20/14 | 11/1/14 | 26526109 | DOWNSTATE NEW YORK | W2 | 25 | $54,535.00 | 0 |
| 265862-2014111 | 10/25/14 | 11/1/14 | 12658262 | DOWNSTATE NEW YORK | W2 | 9 | $24,222.00 | 0 |
| 266104-2014111 | 10/25/14 | 11/1/14 | 26161204 | DOWNSTATE NEW YORK | W2 | 4 | $14,344.00 | 0 |
| 265823-2014111 | 10/25/14 | 11/1/14 | 26531823 | ILLINOIS | W2 | 1 | $6,566.00 | 0 |
| 330618-2014111 | 10/26/14 | 11/1/14 | 33011618 | KENTUCKY | 1099 | 1 | $250.00 | 0 |
| 332509-2014111 | 10/26/14 | 11/1/14 | 33255099 | DOWNSTATE NEW YORK | W2 | 16 | $50,000.00 | 1 |
| 333704-2014111 | 10/28/14 | 11/1/14 | 33233704 | DOWNSTATE NEW YORK | 1099 | 0 | $321.00 | 0 |
| 407148-2014111 | 10/28/14 | 11/1/14 | 43207148 | ARKANSAS | 1099 | 3 | $600.00 | 0 |
| 265752-2014111 | 10/30/14 | 11/1/14 | 26325752 | DOWNSTATE NEW YORK | W2 | 13 | $72,990.00 | 0 |
| 265848-2014111 | 10/30/14 | 11/1/14 | 26621106 | LOUISIANA | W2 | 7 | $35,000.00 | 0 |
| 266106-2014111 | 10/30/14 | 11/1/14 | 26621106 | LOUISIANA | W2 | 10 | $87,382.00 | 1 |
| 331393-2014111 | 10/31/14 | 11/1/14 | 33135393 | KENTUCKY | 1099 | 9 | $21,222.00 | 0 |
November 2014
| Sales System Number | Date of Sale | Extract Date | Sales Consultant ID | Territory | Tax Type | Total Contracts | Total Sales | Total Cancellations |
| 265005-2014111 | 11/1/14 | 12/1/14 | 26354410 | SOUTH FLORIDA | 1099 | 5 | $20,100.00 | 1 |
| 265068-2014111 | 11/2/14 | 12/1/14 | 33407197 | ARKANSAS | 1099 | 0 | $0.00 | 0 |
| 265288-2014111 | 11/2/14 | 12/1/14 | 40278386 | ARKANSAS | 1099 | 1 | $10,000.00 | 0 |
| 265440-2014111 | 11/2/14 | 12/1/14 | 41107218 | MISSISSIPPI | 1099 | 4 | $4,000.00 | 0 |
| 329247-2014111 | 11/3/14 | 12/1/14 | 33011618 | KENTUCKY | 1099 | 1 | $900.00 | 0 |
| 399053-2014111 | 11/4/14 | 12/1/14 | 33255099 | DOWNSTATE NEW YORK | W2 | 9 | $30,000.00 | 1 |
| 265609-2014111 | 11/5/14 | 12/1/14 | 66464667 | ATLANTA-NORTH GEORGIA | W2 | 1 | $550.00 | 0 |
| 265758-2014111 | 11/5/14 | 12/1/14 | 35353356 | DOWNSTATE NEW YORK | W2 | 3 | $10,300.00 | 0 |
| 265778-2014111 | 11/5/14 | 12/1/14 | 26520168 | DOWNSTATE NEW YORK | W2 | 2 | $5,000.00 | 0 |
| 265823-2014111 | 11/5/14 | 12/1/14 | 26152889 | SOUTH FLORIDA | 1099 | 14 | $1,000.00 | 13 |
| 265862-2014111 | 11/6/14 | 12/1/14 | 26356778 | SOUTH FLORIDA | W2 | 1 | $5,000.00 | 0 |
| 266104-2014111 | 11/7/14 | 12/1/14 | 26354410 | SOUTH FLORIDA | 1099 | 7 | $500.00 | 0 |
| 330618-2014111 | 11/8/14 | 12/1/14 | 26531823 | ILLINOIS | W2 | 1 | $3,000.00 | 0 |
| 407197-2014111 | 11/10/14 | 12/1/14 | 33233704 | DOWNSTATE NEW YORK | 1099 | 0 | $0.00 | 0 |
| 407886-2014111 | 11/10/14 | 12/1/14 | 43207148 | ARKANSAS | 1099 | 3 | $0.00 | 0 |
| 265801-2014111 | 11/11/14 | 12/1/14 | 26526109 | DOWNSTATE NEW YORK | W2 | 16 | $20,000.00 | 0 |
| 265801-2014111 | 11/12/14 | 12/1/14 | 26457518 | DOWNSTATE NEW YORK | W2 | 2 | $1,010.00 | 0 |
| 265980-2014111 | 11/13/14 | 12/1/14 | 12658262 | DOWNSTATE NEW YORK | W2 | 2 | $211.00 | 0 |
| 332509-2014111 | 11/15/14 | 12/1/14 | 75265980 | DOWNSTATE NEW YORK | W2 | 4 | $20,100.00 | 1 |
| 333704-2014111 | 11/16/14 | 12/1/14 | 57575758 | SOUTH FLORIDA | 1099 | 11 | $500.00 | 10 |
| 315320-2014111 | 11/17/14 | 12/1/14 | 26161204 | DOWNSTATE NEW YORK | W2 | 4 | $10,000.00 | 0 |
| 407148-2014111 | 11/23/14 | 12/1/14 | 83748200 | SAN ANTONIO | 1099 | 0 | $0.00 | 0 |
| 410718-2014111 | 11/27/14 | 12/1/14 | 26621106 | LOUISIANA | W2 | 10 | $87,382.00 | 1 |
| 265752-2014111 | 11/29/14 | 12/1/14 | 26150025 | DOWNSTATE NEW YORK | W2 | 5 | $0.00 | 5 |
| 265848-2014111 | 11/29/14 | 12/1/14 | 33135393 | KENTUCKY | 1099 | 7 | $20,000.00 | 0 |
| 266106-2014111 | 11/30/14 | 12/1/14 | 26325752 | DOWNSTATE NEW YORK | W2 | 5 | $20,000.00 | 0 |
| 331393-2014111 | 11/30/14 | 12/1/14 | 26621106 | LOUISIANA | W2 | 2 | $1,000.00 | 0 |
December 2014
| Sales System Number | Date of Sale | Extract Date | Sales Consultant ID | Territory | Tax Type | Total Contracts | Total Sales | Total Cancellations |
| 265005-2014111 | 12/1/14 | 1/1/15 | 26354410 | SOUTH FLORIDA | 1099 | 0 | $0.00 | 0 |
| 265288-2014111 | 12/1/14 | 1/1/15 | 40278386 | ARKANSAS | 1099 | 5 | $10,000.00 | 3 |
| 410718-2014111 | 12/1/14 | 1/1/15 | 26621106 | LOUISIANA | W2 | 10 | $0.00 | 10 |
| 265609-2014111 | 12/2/14 | 1/1/15 | 66464667 | ATLANTA-NORTH GEORGIA | W2 | 9 | $7,000.00 | 3 |
| 265440-2014111 | 12/3/14 | 1/1/15 | 41107218 | MISSISSIPPI | 1099 | 3 | $4,000.00 | 0 |
| 266104-2014111 | 12/3/14 | 1/1/15 | 26354410 | SOUTH FLORIDA | 1099 | 1 | $500.00 | 0 |
| 333704-2014111 | 12/4/14 | 1/1/15 | 57575758 | SOUTH FLORIDA | 1099 | 9 | $2,000.00 | 5 |
| 331393-2014111 | 12/5/14 | 1/1/15 | 26621106 | LOUISIANA | W2 | 1 | $1,000.00 | 0 |
| 407148-2014111 | 12/6/14 | 1/1/15 | 83748200 | SAN ANTONIO | 1099 | 0 | $0.00 | 0 |
| 265752-2014111 | 12/6/14 | 1/1/15 | 26150025 | DOWNSTATE NEW YORK | W2 | 18 | $7,000.00 | 5 |
| 265823-2014111 | 12/7/14 | 1/1/15 | 26152889 | SOUTH FLORIDA | 1099 | 14 | $1,000.00 | 13 |
| 407886-2014111 | 12/8/14 | 1/1/15 | 26621106 | LOUISIANA | W2 | 11 | $0.00 | 11 |
| 265801-2014111 | 12/9/14 | 1/1/15 | 26526109 | DOWNSTATE NEW YORK | W2 | 16 | $20,000.00 | 0 |
| 315320-2014111 | 12/9/14 | 1/1/15 | 26161204 | DOWNSTATE NEW YORK | W2 | 4 | $10,000.00 | 0 |
| 399053-2014111 | 12/10/14 | 1/1/15 | 33255099 | DOWNSTATE NEW YORK | W2 | 9 | $30,000.00 | 1 |
| 265778-2014111 | 12/11/14 | 1/1/15 | 26520168 | DOWNSTATE NEW YORK | W2 | 0 | $5,000.00 | 0 |
| 265758-2014111 | 12/12/14 | 1/1/15 | 35353356 | DOWNSTATE NEW YORK | W2 | 3 | $10,300.00 | 0 |
| 265801-2014111 | 12/13/14 | 1/1/15 | 26457518 | DOWNSTATE NEW YORK | W2 | 18 | $7,000.00 | 10 |
| 332509-2014111 | 12/14/14 | 1/1/15 | 75265980 | DOWNSTATE NEW YORK | W2 | 16 | $20,000.00 | 0 |
| 265068-2014111 | 12/15/14 | 1/1/15 | 33407197 | ARKANSAS | 1099 | 0 | $0.00 | 0 |
| 329247-2014111 | 12/19/14 | 1/1/15 | 33011618 | KENTUCKY | 1099 | 2 | $900.00 | 0 |
| 266106-2014111 | 12/20/14 | 1/1/15 | 26325752 | DOWNSTATE NEW YORK | W2 | 16 | $20,000.00 | 0 |
| 265862-2014111 | 12/21/14 | 1/1/15 | 26356778 | SOUTH FLORIDA | W2 | 1 | $5,000.00 | 0 |
| 265848-2014111 | 12/22/14 | 1/1/15 | 33135393 | KENTUCKY | 1099 | 7 | $20,000.00 | 0 |
| 407197-2014111 | 12/23/14 | 1/1/15 | 33233704 | DOWNSTATE NEW YORK | 1099 | 1 | $0.00 | 0 |
| 330618-2014111 | 12/24/14 | 1/1/15 | 26621106 | LOUISIANA | W2 | 2 | $0.00 | 2 |
| 265980-2014111 | 12/30/14 | 1/1/15 | 12658262 | DOWNSTATE NEW YORK | W2 | 16 | $20,000.00 | 0 |
Module 03 Explanation
| Deleted the office column, state column, and region coumn which are not relevant when determining the compliance of the consultants to the policy. The last name and first name might become as important as one could imagine because the consultant IDs exist and they could apply when determining if they are in policy. The columns that are needed for the analysis include the extraction date, sales consultant ID, Tax type, Total contract, Total sales and Total cancellations. |
