Assignment $-$ Excel Written Assignment $15\%$

This is an individual task. This assignment is for students to be able to gain access to and perform some basic functions using the

Excel software. In addition, it requires students to produce an memorandum $(2$ pages maximum, using MS Word$)$ to the manager

addressing the specified issues. Excel reports should accompany this memorandum in an appendix.

Grading

$15\%$ of the mark will be based on the Excel work and report

$2$

Group Assignment Rubric$1$

:

The Assignment #$5($Excel$)$ is worth $150\%$ of the final course grade.

Excellent

$4$ pts

Good

$3$ pts

Fair

$2$ pts

Poor

$1$ pts

Investigation Level Advanced Proficient Novice Beginner

All of the positive features

of proficient investigation,

plus:

$$ Questions and goal$($s$)$ of

investigation are original,

reflecting an in$-$depth

knowledge of content

area, and consider an

issue$($s$)$ that previous

investigations did not

address

$$ Review of background

information considers both

confirmatory and

disconfirmatory evidence

of ideas, and refutes

competing explanations of

findings

$$ Possible multiple

methods of investigation

sufficient to answer all

research questions and

reflects a sophisticated

understanding of

investigative processes

$$ Analysis strategy has

depth and may consider

material from content

areas outside of main

focus of questions and

Questions and goal$($s$)$ of

project stated explicitly,

with appropriate focus

$$ Multiple relevant sources

searched for background

information

$$ Sufficient number of

sources to provide a

representative depiction of

relevant background

information

$$ Review of background

information considers both

confirming and

disconfirming evidence

$$ Method of investigation

sufficient to answer all

research questions

$$ Analysis strategy is

direct, competent, and

appropriate

$$ Conclusions are based

on the results of the

analysis, as a logical

extension of the findings,

or demonstrating an

understanding of theory as

well as how to apply it to

current project

Questions and goal$($s$)$ of

investigation stated with

sufficient, general focus

$$ Multiple sources $($mostly

relevant$)$ used for

background information

$$ Surface level of

evaluation is offered, with

only confirmatory $($and no

disconfirmatory$)$ evidence

to support ideas

$$ Method of investigation

is described, but is flawed

or unrealistic

$$ Strategy for analysis is

discussed, but incomplete

$$ Facts are separated from

opinions

$$ Reasonable but limited

inferences and

conclusions drawn from

background information

Questions and goal$($s$)$ of

investigation not stated

clearly or appropriately

$($e$.$g$.,$ may be too broad,

superficial, specific,

and$/$or at a structural level$)$

$$ Few, inappropriate, or

irrelevant sources

reviewed for background

information

$$ Review of background

information does not aid in

answering question$($s$)$ and

goal$($s$)$ of current project

$$ Method of investigation

not discussed or

described poorly

$$ Strategy for analysis not

outlined or outlined poorly

$$ Does not distinguish

facts from opinions

$$ Offers basic description

of background research,

but no evaluation,

conclusion, or extension of

this research

$1$ Adapted from www$.$qu$.$edu.qa$/$casplo$/$documents$/$CAS$...$Rubrics$/$Lots$\_$of$\_$Rubrics$\_.$pdf

$3$

goal$($s$)$ of project

$$ Convincing conclusions

are drawn from current

investigation and

generalizations to related

areas are proposed

$($demonstrates an

understanding of theory as

well as how to apply it

beyond the current project

$4$

Objective and rationale

Given the importance that risk management plays in the life of most businesses today,

you are required to prepare an excel report directed to management on your findings.

The main reason for this group assignment is to test your ability to develop a high

quality, analysis report, and how well you work and communicate as part of a team. You

are also expected to demonstrate the appropriate skills in using the Excel software to

produce the correct outputs to meet the assignment objectives.

Instructions

$1.$ Use the Data set provided

a$.$ Create Excel Analysis

b$.$ Create Views of the data

c$.$ Create Charts

$2.$ Report your findings

Your manager has approached you with a dataset from $2014$ to $2017.$ She has asked

you to complete an analysis of the data and to prepare a report based on your findings.

She has asked you to prepare some analysis based on how she views the business.

Prepare each the Excel analysis and the Reporting requirements shown below:

Excel Analysis $(20$ marks$)$

Each of the following should be done in a new Excel Tab and it should be titled as

shown in the bold below $(2$ marks$)$

Item Tab Title Requirement

a$)$ Filter Create a filter on the data

Display a multiple filter showing

$2014,2016$ January Invoice month and Aggregate

Sales Type set to International

b$)$ Advanced Create an advanced filter showing

Sal