Decision Support with ExcelProject Assignment
Academic Integrity Policy: This is an individual assignment. Collaboration with another student is not allowed. Any sharing of work or factual data between students is not allowed. All work must be original for this project in this quarter. You may not use work (yours or someone else's) from other classes or other quarters. Students violating this academic integrity policy will receive zero points for this assignment, an "F" grade in CIS310, and will be referred to the Office of Judicial Affairs.
Project Objectives:
The purpose of this project is to perform an in-depth decision-making analysis of complex and inter-related data using Microsoft Excel.
Project Background:
Fred Pryor Seminars (FPS) is a national provider of professional seminars in technology, finance, HR, accounting, and project management. The company strives to provide corporate and individual clients with high-quality, convenient, current, and practical business-related training.
Over the past few years, FPS has seen a steady growth in its business and has a reputation for providing quality instructions to its clients. The company's reputation is due in part to its 10 full-time, highly qualified instructors with practical knowledge of the topics they teach. The instructors teach a variety of courses, ranging from productivity to certification courses. The courses are typically one-week courses and are limited to 24 students per course. FPS offers its courses on school campuses, at corporate sites, and other off-site locations.
As part of the company's quality strategy, seminar students are asked to complete customer satisfaction survey upon the completion of their courses. These surveys are then reviewed by Dr. Fred Pryor, the founder of FPS, to ensure the quality of the courses, as well as the instructors. Exhibit 1 shows a copy of the satisfaction survey.
Until now, Dr. Pryor has just reviewed the survey data, but had little time to analyze it. He realizes that the surveys contain a wealth of information about his company's training, and wants to have a more in-depth analysis of the data with an Excel application. Dr. Pryor hires you as a consultant to develop a Pryor Survey Results workbook that will enable him to enter and track the results of the satisfaction surveys.
Once the surveys are collected by one of the staff members from FPS, Dr. Pryor's secretary will code each survey respondent's answers. For each question, the possible responses are given a unique number. For example, if the respondent answers "No" for Question1, then the secretary will record "1" in the worksheet cell. If the respondent answers "Yes" for Question 1, then "2" is recorded in the worksheet cell. Exhibit 2 shows how the questionnaire responses are coded.
Your consulting assignment consists of several tasks, including the completion of an Excel workbook (Pryor Survey Results), containing multiple worksheets as per assignment specifications detailed in this write-up. The purpose of the Pryor Survey Results workbook is to enter, track, and analyze customer satisfaction surveys for Fred Pryor Seminars.
Dr. Pryor hands you a copy of an incomplete workbook called Pryor Survey (cis310Fall12Input.xls). This workbook currently contains oneworksheet(Initial Data) with a sample survey data. You are to use this data when designing the Pryor Survey Results workbook.
Columns A through E of the Initial Data worksheet provide general information about the course. As the general information is readily available, it is not necessary to collect this information from the survey respondent. Instead, the secretary enters the general course information as she enters the respondent's answers into the worksheet. Exhibit 3 explains the codes for Columns A through E.
Columns F through M of the Initial Data worksheet contain data that have been captured on the survey forms. The data displayed in these columns have been coded, meaning the survey responses have been coded using the codes displayed in Exhibit 2. For example, if a student circled "No" as her answer for Question 1 on the survey form, then a "1" is displayed in Column F. Likewise, if a student circled "Yes" as her answer for Question 1, then a "2" is displayed in Column F. (The codes help to facilitate the analysis of the survey data).
Project Tasks:
Task 1. Preparing for the Excel Assignment.
Read through the entire assignment.
Task 2. Download the input file from Blackboard
1) From Blackboard, download the input file -cis310Fall12Input.xls. This file is the starting point of your project, as it contains the initial survey data you will use to create the new workbook for the assignment.
Task 3. Create a new Excel 2010 workbook
1) Create a new Excel workbook and title it "_EXCEL_310.xlsx". This workbook will contain multiple worksheets created in the subsequent tasks for this assignment. The completed workbook will enable Dr. Pryor to be more effective in evaluating his company's course offerings and instructor performance.
Task 4. ACreate a new Response worksheet in the workbook.
1) Create a new Excel worksheet (titled Response) in yourExcel workbook created in Task 3. This worksheet will contain survey results for a two-week period.
2) Copy data (from the Initial Data worksheet in cis310Fall12Input.xls) and paste it into the Response worksheet. Format the Response worksheet by including descriptive headings for each column and the following title: (note: The title should be located above all descriptive headings.The title should not be placed in a Header section, but directly onto the worksheet using the insert cells function [Right click the top-most cell>Insert...>Entire row). Insert a row for eachline.])
Fred Pryor Seminars
Consolidated Survey Results
For September 2012 (Two-Week Period)
3) When the survey forms are returned from the survey respondents, Dr. Pryor's secretary will code and enter the individual survey results into the Response worksheet. When entering survey data into the Response worksheet, Dr. Pryor wants the results for each survey assigned a respondent number. This requires the insertion of a new (left most) column titled Survey Respondent into the Response worksheet. For example, for the first 20 surveys, the surveys would be numbered 1 through 20, respectively. For the next five surveys, they would be numbered 21 through 25, etc.
You are required to add a new column (left most column) to the Response worksheet and title it Survey Respondent; assign a unique value, starting at 1 and incremented by 1, to each row of the new column to specify survey respondent number. Refer to the Exhibit 4 for a fragment of a partial data samplein the Response worksheet after the Survey Respondent column was added to the worksheet.
4) Add a new column (right most column) to the Response worksheet and title the column Attended a Seminar Before. (See Exhibit 5 for a fragment of a partial data sample in the Response worksheet after the Attended a Seminar Before column was added to the worksheet as the right most column).
Attended a Seminar Before column must keep track of whether a given respondent attended both, either one, or neither one of the seminars. The possible values for this column are 2, 3 or 4. Do not enter these values manually! You must use an Excel calculation function to derive the column's value for each row based on the following rules:
a. If a respondent did not attend the PS seminar AND did not attend a seminar offered by another company, value2 must appear in the Attended a Seminar Beforecolumn for the given row;
b. If a respondent did attend the PS seminar AND did attend a seminar offered by another company, value 4 must appear in the Attended a Seminar Beforecolumn for the given row;
c. If a respondent did attend the PS seminar AND did not attend a seminar offered by another company, value 3 must appear in the Attended a Seminar Beforecolumn for the given row;
d. If a respondent did not attend the PS seminar AND did attend a seminar offered by another company, enter value 3 in the Attended a Seminar Beforecolumn for the given row.
Question: As you review Exhibit 5, why is there a value of 3 in the Attended a Seminar Before column for Survey Respondent #2?
Task 4B. Add results of four additional surveys to Response Worksheet.
Exhibits 6, 7, 8 and 9 provide the results of fouradditional surveys. Enter the results for EACH survey at the end of the Response worksheet. You will need to code the response data for Questions 1 - 8 using the survey codes in Exhibit 2. (The answers for each survey question on Exhibits 6, 7, 8 and 9are underlined and are in bold red text). Other information for each of the foursurveys is provided below.
Task 5. Create a new Summary worksheet in the workbook.
1) Create a new worksheet (titled Summary) in you Excel workbook created in Task 3. The purpose of this worksheet is to summarize data contained in the Response worksheet. For each question, the Summary worksheet should provide a count for each possible response. The count should reflect the number of times a particular response for the question was given. For instance, the Summary worksheet should show how many "1" entries, "2" entries, and "3" entries appear in the Location column for the Response worksheet. For questions 3 - 8, Dr. Pryor wants to see their averages, modes, and medians displayed in the Summary worksheet. The Summary worksheet should also provide the average, mode, and median class size.
The content and format of the Summary worksheet must be based on the Summary Worksheet Layoutin Exhibit 10.
IMPORTANT NOTE: Use Excel functions to derive appropriate values for each row/column of the Summary worksheet.Excel functions MUST be used to derive every value in the sheet to receive full credit (Note: the function used, not the value, must appear in the function bar when the cell is selected). No credit will be given to assignment in which Excel functions are not used to derive values in the cells of the Summary worksheet.
Task 6. Create several new worksheets (in the workbook) for data analysis.
Dr. Pryor wants to analyze the survey data at varying levels of detail. So far, you have entered the survey data into a Response worksheet and computed summarized results in the Summary worksheet. Dr. Pryor also wants to view data based on multiple conditions (such as satisfaction ratings for instructors by course). You have suggested to him that the PivotTable and PivotChart reports are very good tools for this type of analysis. He likes your suggestion and requested that you use these tools to provide answers to the following questions:
1) Which instructor was the most knowledgeable about the subject matter being taught? That is, which instructor had the highest percentage of strongly agreed responses (for Question 6) with respect to the total number of these responses given? Filter your PivotTable by Course No.
• Create a PivotTable report in the worksheet titled Q1InstrKnow.
2) What is the popularity of Pryor Seminar Courses? (Of the total number of students who have taken classes, give the percentages of the popularity of each course (in terms of the number of enrolled students) in comparison to all courses combined. Create a pie chart showing the percentage of offerings for each course as compared to the total courses offered.
• Create a PivotTable report AND a PivotChart report (Exploded Pie Chart) in the worksheet titledQ2CrsPopularity. Make sure to include BOTH, the PivotTable and PivotChart, on the same worksheet.Add a descriptive title to the PivotChart and format it with appropriate labels for a user-friendly presentation style. Be creative in formatting the chart.
• Note: Before you create this PivotTable and PivotChart, you need to do is to process Response worksheet to remove duplicate data (class size). On Response worksheet, you can find that RTS1 that was taught by instructor#3 at location #1 had a class size of 20.
• How can you remove duplicate data?
First, create a copy of Response worksheet and name it as UniqueClassSize.
Second, select all rows of data on UniqueClassSize, including the headers of each column.
Third, go to Data ribbon on excel and use Sort function to sort the data on Course No.
Fourth, go to Data ribbon on excel and select Remove Duplicates.
Fifth, click on Remove Duplicates and check Course No., Location, Instructor ID, Class Size and Seminar End Date to remove duplicate rows.
Sixth, use UniqueClassSize worksheet to create a pivot table and chart. Simply put Course No. in Row Label and Class size in Values. Use Sum as value type and show values as % of Grand Total to complete the pivot table.
Lastly, use the pivot table to create the pivot chart (pie chart) (insert pie chart-->select data-->ok-->use the PivotChart Tools to add data labels and chart title.
3) How many respondents who have taken a seminar course with another company agreed or strongly agreed that they would take another course with Pryor Seminars?
• Create a PivotTable report in the worksheet titled Q3TakeAnother.
4) How did the students rate their instructor on the instructor's ability to provide timely content? For each instructor, provide a percentage for each response. (Each instructor's total percentage should equal 100%)
• Create a PivotTable report AND a PivotChart report (100% Stacked Column) in the worksheet titledQ4TimelyContent. Make sure to include BOTH, the PivotTable and PivotChart, on the same worksheet. Add a descriptive title to the PivotChart and format it with appropriate labels for a user-friendly presentation style. Be creative in formatting the chart.
5) For each course, how many students agreed or disagreed that the course was useful? Filter the report by class size, so that Dr. Pryor could analyze for correlations (if any) between the class size and the perception of the course usefulness. For example, Dr. Pryor wonders if students in smaller classes perceive the information presented in the course as more useful to their job than students enrolled in larger classes.
• Create a PivotTable report AND a PivotChart report (clustered 3-D bar)in the worksheet titledQ5CrsUsefulness. Make sure to include BOTH, the PivotTable and PivotChart, on the same worksheet. Format the PivotChart report using the Layout and Design tabs as follows:
i. Add a descriptive chart title
ii. Use Chart Style 2 for the chart's design
iii. Show data table with legend keys
iv. Show primary vertical gridlines, and within that, show major and minor gridlines.
6) Create a PivotTable and PivotChart reports of your choice.
1) As a consultant to Dr. Pryor, it is one of your tasks to think above and beyond of what Dr. Pryor had asked you to do. What other reports and charts would help Dr. Pryor perform additional analysis of survey data? You must first come up with a problem statement. Your problem statement can be about anything related to the analysis of Fred Pryor's Seminar workbook data. However, to receive full credit for #6, your problem statement must not be identical or very similar to the problem statements in questions #1 - #5. Enter the problem statement in cell A1 of worksheet titledQ6MyReport. Furthermore, make sure that the chosen chart type is relevant to the analyses of the problem statement. Next...
• Create a PivotTable report AND a PivotChart report (of your choice) in the worksheet titledQ6MyReport (include both reports in the worksheet). The reports must address your problem statements. Add a descriptive chart title and format it with appropriate labels for a user-friendly presentation style. Be creative in formatting the chart.
Note: sample screen shots at the end of this document for your reference.
Attachment:- Attachments.rar