Running Head: ANALYTIC TECHNIQUES
Student name
Course title
Date of submission
1
ANALYTIC TECHNIQUES
2
Introduction
Heartland Financial Inc. is financial institute that has continued to provide financial
services for over twenty decades. The institute was established in 1981 where the founders had a
vision of investing and growing the communities that were within the vicinity of the company.
The company has continued to provide services not only to individuals but also to big corporates
where is offers products such as commercial loans, retirement planning services, credit cards,
checking and savings accounts. Through its operational years, the company has successfully
succeed to merge with several bank creating one of the largest banking network in the country.
The report analyzes the stock data of the company as it tries to elaborate how successfully the
company has been in fulfilling its commitment and objectives. As a result, some of the measures
that will be analyzed included the mean of the stock data, the median, and the standard deviation.
Further, to practically depict the trend of the company, the report presents the data using two
main graphs; the scatterplots and histogram. A sample of the stock data for a period of one year
is presented in the table below.
Date
High
Low
Volume
1-Aug
61.95
57.00 2,720,200
1-Sep
61.95
57.50 3,038,300
1-Oct
59.16
50.91 2,586,800
1-Nov
55.74
52.52 1,399,000
1-Dec
55.20
41.88 2,451,000
1-Jan
48.14
41.36 2,101,800
1-Feb
49.29
45.31 1,423,800
1-Mar
49.00
41.57 2,190,300
1-Apr
47.94
42.63 1,567,900
1-May
46.79
40.80 1,590,600
1-Jun
45.00
41.21 2,906,300
1-Jul
45.22
43.31
888,000
ANALYTIC TECHNIQUES
3
The above table indicates the high and low prices that the stock of company attained
during the month. In addition, for better understanding, it was deemed necessary to incorporate
the total volume of stock that was traded during that entire period. To mean, median and standard
deviation of the data is indicated in the table below. The values were tabulated in an excel
document with the help of the inbuilt formulas.
High
Low
52.12
46.33
49.15
42.97
6.35
6.37
Mean
Median
Standard Deviation
Scatterplots for Stock Prices
70.00
60.00
50.00
40.00
High
30.00
Low
20.00
10.00
0.00
10-Apr
19-Jul
27-Oct
4-Feb
15-May
23-Aug
Histogram
6
4
3
2
Frequency
1
0
40.80
41.21
41.36
41.57
41.88
42.63
43.31
45.31
50.91
52.52
57.00
57.50
More
Frequency
5
Bin
Volume
2,072,000
2,146,050
689,816.14
ANALYTIC TECHNIQUES
4
Analysis
The Mean, Median and Mode are measures of central tendency that are used in statistical
work to analyze data through the identification of the central position in any given data set. The
mean is often used with both discrete and continuous data and is used to identify the central
tendency of data. This is simply calculated by summing up the data set and dividing the
population with the count number of the data. Therefore, according to the data, the mean is
presented as 52.12, 46.33, and 2072000, respectively. This implies that values that fell below the
set mean value did poorly as far as the stock price trends of the entire period. The median is
another central tendency measure that is used to provide the middle score of the data set. It will
often shed light on the location of the data sets. The median is a crucial central tendency measure
since when compared to the mean it informs us about the distribution of the dataset. Therefore, in
circumstances where the median and the mean are similar, the dataset is said to be more or less
evenly distributed when considering the highest value in the dataset to the lowest value.
Likewise, when there is a difference between the mean and median then the dataset is said not to
be symmetrical hence skewed to either the right or left. When the mean is larger than the median
the dataset is said to be skewed to the right. According to our dataset, the mean is larger than the
median hence the dataset is skewed to the right. Finally, the standard deviation is a statistical
measure that is used to indicate the measurement of a dataset and how the dataset is spread out
from its mean. When the standard deviation value is low, then the dataset tends to deviate
towards the mean.
ANALYTIC TECHNIQUES
5
References
Chen, J. (2010). Essentials of technical analysis for financial markets. New Jersey: John Wiley
& Sons.
Fridson, M., & Alvarez, F. (2011). Financial Statement Analysis: A Practitioner's Guide. Wiley.
https://finance.yahoo.com/quote/HTLF/history?period1=1531490195&period2=1563026195&in
terval=1mo&filter=history&frequency=1mo
Assessment 1
Key Performance
Indicators for Successful
Simulation Projects
Student name
Professor name
Course title
Date of submission
Introduction
There are many factors that business will analyze to ensure they are
successful.
In the article by Jahangirian, Taylor, Young and Robinson, the focus has mainly
been on the importance of key performance so as to measure the success of
any business projects.
With that said, it is expected that the information presented will be much
more detailed.
However, the use of graphs and charts tends to be incorporated in many
reports so as to presented the data and information gathered in a much
fashionable ways.
Interpretation
Bar graphs
Analysis of the Key Performance Indicator based on an individual level.
The graph is represented using bar graphs where the y-axis contains the
satisfaction level while the x-axis contains the variables that are to be measures.
By taking a look at the graph there are few things that can be deduced
There are five variables: Communication and interaction, competence of provider,
Responsiveness, Involvement, and Customer’s Organization.
The five variables were measured to determine the results of the data that was
been analyzed.
Each variable produced different result when applied at a work environment.
Interpretation Cont.
The second graph under study is the scatter plot chart.
According to the chart, there is outright differences between the first chart
mainly because in this graph there are only two main components where the
y-axis is used to represent the responsiveness while the x-axis is used to
represent the overall success of the project.
The two variables have used percentage where the variations are indicated by
points in the chart area.
According to the chart the main case that is been analyzed is how the success
of the project is often influenced by the responsiveness of the employees
working in the project.
Analysis
Analysis of data presented using bar charts tends to be straight forward
considering it is easy to understand even at first look.
According to the bar graph used to analyze the average SFM values measured
using nine exemplar cases, the results indicated that
Communication and interaction had a success rate of 63%.
Competence of provider was the highest with a value of 68%.
Responsiveness had a score value of 54%
Involvement had a score of 49%
Customer’s organization had the least value of 43%
Analysis Cont.
A scatterplot will often be used when two data sets are been studies. In this
case, the impact of responsiveness was measured to determine how it would
affect the overall success rate of a project. The results were presented in the
a scatterplot graph using dots spread across the graph area.
The first impression that the chart shows is that the variables depicts a
perfect positive correlation.
This is because as responsiveness increases so does the success rate of the
project.
References
Jahangirian, Mohsen & J E Taylor, Simon & Young, Terry & Robinson, Stewart.
(2016). Key performance indicators for successful simulation projects. Journal
of the Operational Research Society. 10.1057/jors.2016.1.
il Sprint
o
4
11:26 PM
courserooma.capella.edu
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Assessment 4: Presenting Data
Analysis Results Effectively
Target Date: 07/19/2019
Not Submitted
Create a 9-slide PowerPoint presentation
that interprets four of the graphs from the
report you created in the last two
assessments. You have the option of
recording a voice-over of up to 10 minutes or
including detailed presenter's notes in the
PowerPoint slide deck to explain the points
in each slide.
Status: Not Submitted
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..l Sprint
3
4
11:26 PM
courserooma.capella.edu
Attempt 1 Submitted
Assessment 3: Applying Analytic
Techniques to Business
Target Date: 07/17/2019
Not Submitted
In the last assessment, you were asked to
prepare the first part of your analytics report
by creating graphs and calculating some
descriptive statistics. In this assessment, you
will write your 6-8 page analytics report by
interpreting those graphs and statistics, and
explicitly connecting those interpretations to
implications in the practical business context.
Status: Not Submitted
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+
Assessment 4: Presenting Data
Analysis Results Effectively
Target Date: 07/19/2019
Not Submitted
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