Directions: Review the information below to learn about the specific content required for each component of the course project and the timeline for completing each component.
Background Scenario:
You are a senior data analyst. You work for an independent analytics firm, contracted by AdventureWorks, to provide insights into their operations. In CPC Assignment #1, you will provide some basic discovery analytics about their sales. In Assignment #2 you will enhance your presentation to include a variety of visualizations. Finally in Assignment #3, you will provide some predictive analytics. Each assignment will require you to use R connected to SQL Server. To learn how to use data in R that is sourced from a SQLServer database, refer to the course materials. Information is also widely available on the Internet. As soon as possible, read through all three assignments so that you may incorporate what you learn in lecture and readings into your CPC work product.
Retrieving the Data:
Data will come from the AdventureWorks2016 SQLServer database. For CPC Assignments #1 & 2, detail data should be retrieved, aggregations should be performed in R. For CPC Assignment #3, data can be aggregated in SQL or in R.
Communicating to Stakeholders:
You will be creating a living document through the three components. As you get your graded work returned, make sure to modify your previous work to avoid duplicate deductions. See the “Guide to the Slides” section below for details on how to assemble your PowerPoint presentation.
Project Components:
|
Component Number and Title |
Topic Content Used to Create Component |
Component Specifications |
Component Deliverables / Tasks |
Due Date |
|
Component 1: Initial Data Analysis and Summary Statistics |
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|
Complete slides 1-5: Item 1: Title slide Item 2: One overview slide Item 3: One slide with tables including data for the Top 10 Products by Unit Volume Item 4: One slide with tables including data for the Top 10 Products by Sales Revenue Item 5: Summary statistics for all 2013 sales orders.
|
End of Topic 3 |
|
Component 2: Cumulative Statistics and Data Analysis |
Item 2: Visual representation (pie and bar charts) of Top 10 products by Sales Revenue. Item 3: A line chart visualizing sales by month for the number one product by Sales Revenue. Item 4: A line chart visualizing sales by month for the number two product by Sales Revenue. Item 5: A line chart visualizing sales by month for the number three product by Sales Revenue. |
End of Topic 5 |
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|
Component 3: Graphical Analysis, Linear Regression, and Recommendations |
Item 1: A line chart visualizing sales by month for the number one product by Sales Revenue. Item 2: A line chart visualizing sales by month for the number two product by Sales Revenue. Item 3: A line chart visualizing sales by month for the number one product by Sales Revenue. |
End of Topic 7 |
2013 Top 3 Products by Revenue:
|
Product Name |
Revenue |
|
Mountain-200 Black, 38 |
$2,212,974.78 |
|
Mountain-200 Black, 42 |
$1,932,388.29 |
|
Mountain-200 Silver, 38 |
$1,815,673.09 |
2013 Top 3 Products by Unit Volume:
|
Product Name |
Unit Volume |
|
Water Bottle – 30 oz. |
3,913 |
|
AWC Logo Cap |
3,768 |
|
Sport-100 Helmet, Black |
3,088 |
Guide to Slides
Use the table below to guide the development of each slide. You are required to include relevant speaker notes for each slide. See “Guide to Slides” section in this document
|
Slide Number |
Name |
Description |
|
Week 3: CPC Component 1 |
||
|
1 |
Item 1: Title Slide |
Your name, title, company, client name, date, and presentation title |
|
2 |
Item 2: Overview |
Briefly restate the purpose of the project, include pertinent information about the data (source, date range, quality issues if any) |
|
3 |
Item 3: Top 10 Products by Unit Volume |
Includes table containing information about the top 10 products by Unit Volume (SalesOrderDetail.QtyOrdered) |
|
4 |
Item 4: Top 10 Products by Sales Revenue |
Includes table containing information about the top 10 products by Sales Revenue (SalesOrderDetail.LineTotal) |
|
5 |
Item 5: Summary Statistics |
Summary Statistics for the order amount for all orders for 2013 (SalesOrderHeader.TotalDue) |
|
Week 5: CPC Component 2 |
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6 |
Item 1: Charts for Top 10 Products by Unit Volume |
A pie chart and a bar chart visualizing the Top 10 products by Unit Volume (visual version of Slide 4) |
|
7 |
Item 2: Chart for Top 10 Products by Sales Revenue |
A pie chart and a bar chart visualizing the Top 10 products by Sales Revenue (visual version of Slide 3) |
|
8 |
Item 3: 2013 Sales by order month for #1 Product by Sales Revenue |
A line chart visualizing 2013 monthly sales for the #1 product by sales revenue. x-axis should be order month, y-axis should be monthly sales revenue. |
|
9 |
Item 4: 2013 Sales by order month for #2 Product by Sales Revenue |
A line chart visualizing 2013 monthly sales for the #2 product by sales revenue. x-axis should be order month, y-axis should be monthly sales revenue. |
|
10 |
Item 5: 2013 Sales by order month for #3 Product by Sales Revenue |
A line chart visualizing 2013 monthly sales for the #3 product by sales revenue. x-axis should be order month, y-axis should be monthly sales revenue. |
|
Week 7: CPC Component 3 |
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|
11 |
Item 1: 2014 Sales Predictions for #1 Product by Sales Revenue |
A line chart visualizing 2013 monthly sales for the #1 product by monthly sales revenue including predictions for January-June of 2014. |
|
12 |
Item 2: 2014 Sales Predictions for #2 Product by Sales Revenue |
A line chart visualizing 2013 monthly sales for the #2 product by monthly sales revenue including predictions for January-June of 2014. |
|
13 |
Item 3: 2014 Sales Predictions for #3 Product by Sales Revenue |
A line chart visualizing 2013 monthly sales for the #3 product by monthly sales revenue including predictions for January-June of 2014. |
|
14 |
Item 4: Recommendations |
A slide containing at least three recommendations about products based on the predictions for future sales revenue. |
|
END |
End Slide |
A simple closing slide to display when taking questions |
|
REF |
References |
Any References in APA style (Optional) |
Component Questions (Complete on a Word document)
CPC #1
- Any initial thoughts based on your initial discovery?
- What are the advantages/disadvantages to presenting tabular data as opposed to visual data?
CPC #2
- Thinking about sales of exercise equipment. Would sort of trends might you expect to see? For instance, any periods of increased/decreased sales?
- Comment on the month-to-month variability of sales for each of the three products.
- Do you visually see any trends for the three product monthly sales?
CPC #3
- Why might linear regression be a bad idea for forecasting sales when we only have one-year worth of data?
- Do you believe these models could be used for any future date or is there likely a limit to how far out you can reliably predict?
- List the linear model equations for each of the three products. Provide an example of how to generate a prediction using these equations by hand.
Submission
You will need to submit two files:
1) A PowerPoint file (pptx) containing your presentation.
2) A Word document (docx) with your R and SQL code and answers to the discussion questions.
Note that R and SQL code should not appear in the PowerPoint presentation.


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