Project Information Due Date March 3, 2014 Key Resources Pow
Projectinformationduedatemarch32014keyresourcespowerpivots
Project Information Due Date: March 3, 2014 Key Resources: Power Pivot Sample Data Sources: 1. Microsoft Azure Web Service 2. Statistics Canada Key Resources (CANSIM) 3. Sample Database (TBD) The Project Your job is to create a dashboard using the tools and techniques you have learned in class. Make use of pivot tables to create a spreadsheet using information found online and use the best practices you’ve learned in class to make your spreadsheet easy to use and easy to understand.
Part 1 Create a short one-page memo addressed to your instructor that includes a brief description of your data set along with a summary of your analysis and the results yielded. As part of your summary and analysis section, your memo should include 4 to 6 questions (max 10) that you intend to answer with the data provided in your workbook. Submit this file as a Word document to D2L with the full name and student numbers in the header.
Part 2 Minimum Requirements Create a workbook that is able to at the very minimum answer the questions you defined in the memo you created in Part 1. Structure your Workbook as follows: Create at least 5 worksheets and rename the worksheets appropriately to match the information contained within.
Your workbook should include a minimum of:
- 1 Dashboard worksheet
- 4 Pivot Tables worksheets
- 2 Chart/Pivot Chart worksheets
For example, your workbook structure might end up looking something like this:
Project –John Doe A.xlsx
- Dashboard
- Q 1 – Profit over Time Pivot Table
- Q 2 – Customers by Education Pivot Table
- Q 3 – Sales by Promotion Pivot Table
- Q 4 – Product Type Pivot Table
- Q 1 & 2 – Graph
- Q 3 & 4 – Graph
Dashboard Worksheet – 45 Marks
Your dashboard should meet the following minimum criteria:
- Easy to read
- Combines data from different tables or datasets. If you chose to work with one large data set ensure that you are making use of and measuring all of the information provided.
- Provides an at-a-glance understanding of key measures (i.e., your questions)
- The dashboard should be interactive – make use of Slicers to allow the user to change information for their own needs
- Make use of Data Validation and/or Worksheet Protection where needed.
Pivot Table Worksheets – 5 Marks each (30 Total)
Your Pivot Tables should include the following:
- Contain at least 2 Calculated Fields
- Be customizable with use of Filters and/or Slicers
- Easy to Read and Understand
- Answer the Question you Defined
Chart/Pivot Chart Worksheets – 5 Marks each (20 Total)
Your Pivot Charts should include the following:
- A visual representation of the information defined in your Pivot Tables
- Clearly labeled XY Axis and presented in an easy-to-read format
- Include a data legend where appropriate
- Include Slicers or Filters so that it can be modified
Total: 100 Marks
References
- Microsoft. (2013). Power Pivot and Power BI: The Excel Users Guide. Microsoft Press.
- Lyzenga, G. (2010). Power Pivot and Power BI: The Excel Data Analysis and Business Intelligence Guide. GreenBook.
- Rademacher, M., & Jelen, B. (2012). Power Pivot and Power BI: Connecting Data, Building Reports, and Creating Dashboards. Microsoft Press.
- Statistics Canada. (2014). CANSIM Database. Retrieved from https://www150.statcan.gc.ca/
- Microsoft Azure. (2014). Web Services and Data Connectivity. Retrieved from https://azure.microsoft.com/en-us/services/
- Garrick, J. (2015). Data Analysis with Excel PivotTables. O'Reilly Media.
- Few, S. (2006). Information Dashboard Design: The Effective Visual Communication of Data. O'Reilly Media.
- Schneiderman, B., Plaisant, C., & Cohen, M. (2010). Designing Data Visualizations for Decision Making. IEEE Computer.
- Kim, H., & Mahani, M. (2014). Creating Interactive Dashboards with Excel Power BI. Journal of Business Analytics.
- Kirk, A. (2016). Data Visualisation: A Handbook for DataDriven Design. SAGE Publications.