excel project
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course_project.docxCourse Project: Excel Project
Objectives | Guidelines | Grading Rubrics
Objectives
The general instructions for this project can be found in the Week 6 Lecture material. The Week 6 Lecture describes the assignment and provides an overview of the project as a whole. There are no step-by-steps for the course project. The following are grading criteria for this project.
Guidelines
Organize the Data
· Data imported from SalesData.xlsx text file located in Course Project Materials in DocSharing.
· Professional formatting follows the formatting guidelines we studied during the first week of class.
· Documentation sheet added to provide author, purpose, and date and provide information about each of the sheets you will create as you analyze the data.
· At least one calculated field added and copied to all cells in the worksheet.
Analyze the Data
Analyze the data in at least three different ways. Each form of Data Analysis should be provided on a separate, appropriately labeled worksheet. It is expected that each sheet will be professionally formatted and clearly documented with titles, comments, and explanation. Remove any extra sheets so your workbook is as compact as possible when you turn it in. Go back and review your labs for assistance in completing the different types of analysis.
The following are some examples of analysis you might wish to do:
· Sort by discount level. Have discounts increased sales volumes? Is there any discount level that appears to be more effective than others?
· Graph sales over time to see trends. Are there any peaks and lows in sales? Is there any time of year in which sales are highest? Lowest?
· Pivot the data to see total sales by quarter, country, category, and salesperson. Are there any highs? Are there any lows that need to be addressed?
· Subtotal the data. How are quarterly sales totals? Sales totals by salesperson? By Country?
· Challenge Option: Perform What-If Analysis. What if prices were raised by a certain percentage with a slight decline in sales? What combination of price increases and decline in sales makes most sense?
Present your Conclusions in a Memo
Use the integration techniques we worked on in the course to develop a Memo (Word document) that includes data and graphs copied and pasted from your spreadsheet. You will turn in both your Recommendation Memo and your spreadsheet. (To help you formulate your report, there is a Word document named "ExcelProjectMemoTemplate" located in DocSharing - Course Project Materials. The yellow-lined information provides an explanation of what should be included in each section of the Memo.)
Your Memo will focus one paragraph on each of the Data Analysis sheets in your workbook. Explain the type of analysis you completed, the conclusions you drew, and a recommendation based on the analysis. (45 points)
You should include a final paragraph that explains three things you learned about using Excel for data analysis. (15 points)
Grading Rubrics
|
Category |
Points |
% |
Description |
|
Organize the Data |
40 |
25% |
Include imported data, professional formatting, a document sheet, and one calculated field. |
|
Analyze the Data |
60 |
37.5% |
Data is analyzed in at least three different ways. |
|
Present your Conclusions in a Report |
60 |
37.5% |
Integration techniques are used, explain the type of analysis, and include a final paragraph. |
|
Total |
160 |
100% |
A quality paper will meet or exceed all of the above requirements. |
Course Project: Excel Project
Objectives
|
Guidelines
|
Grading Rubrics
Objectives
Back to Top
The general instructions for this project can be found in the W
eek 6 Lecture material. The Week 6
Lecture describes the assignment and provides an overview of the project as a whole. There are no
step
-
by
-
steps for the course project. The following are grading criteria for this project.
Guidelines
Back to Top
Organize the Data
·
Data imported from SalesData.xlsx text file located in Course Project Materials in
DocSharing.
·
Professional formatting follows the formatting guidelines we studied during the first week of
class.
·
Documentation sheet added to provide author, purpose, and da
te and provide information
about each of the sheets you will create as you analyze the data.
·
At least one calculated field added and copied to all cells in the worksheet.
Analyze the Data
Analyze the data in at least three different ways. Each form of Data
Analysis should be provided on
a separate, appropriately labeled worksheet. It is expected that each sheet will be professionally
formatted and clearly documented with titles, comments, and explanation. Remove any extra sheets
so your workbook is as compa
ct as possible when you turn it in. Go back and review your labs for
assistance in completing the different types of analysis.
The following are some examples of analysis you might wish to do:
·
Sort by discount level. Have discounts increased sales volumes?
Is there any discount level
that appears to be more effective than others?
·
Graph sales over time to see trends. Are there any peaks and lows in sales? Is there any
time of year in which sales are highest? Lowest?
·
Pivot the data to see total sales by quart
er, country, category, and salesperson. Are there
any highs? Are there any lows that need to be addressed?
·
Subtotal the data. How are quarterly sales totals? Sales totals by salesperson? By Country?
Course Project: Excel Project
Objectives | Guidelines | Grading Rubrics
Objectives
Back to Top
The general instructions for this project can be found in the Week 6 Lecture material. The Week 6
Lecture describes the assignment and provides an overview of the project as a whole. There are no
step-by-steps for the course project. The following are grading criteria for this project.
Guidelines
Back to Top
Organize the Data
Data imported from SalesData.xlsx text file located in Course Project Materials in
DocSharing.
Professional formatting follows the formatting guidelines we studied during the first week of
class.
Documentation sheet added to provide author, purpose, and date and provide information
about each of the sheets you will create as you analyze the data.
At least one calculated field added and copied to all cells in the worksheet.
Analyze the Data
Analyze the data in at least three different ways. Each form of Data Analysis should be provided on
a separate, appropriately labeled worksheet. It is expected that each sheet will be professionally
formatted and clearly documented with titles, comments, and explanation. Remove any extra sheets
so your workbook is as compact as possible when you turn it in. Go back and review your labs for
assistance in completing the different types of analysis.
The following are some examples of analysis you might wish to do:
Sort by discount level. Have discounts increased sales volumes? Is there any discount level
that appears to be more effective than others?
Graph sales over time to see trends. Are there any peaks and lows in sales? Is there any
time of year in which sales are highest? Lowest?
Pivot the data to see total sales by quarter, country, category, and salesperson. Are there
any highs? Are there any lows that need to be addressed?
Subtotal the data. How are quarterly sales totals? Sales totals by salesperson? By Country?
