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Title of Paper
Student’s Name
Course Number (ORG500) – Name of Course (Foundations of Effective Management)
Colorado State University – Global Campus
Instructor’s Name
August 6, 2010
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Title of Paper
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dolore magna si napi. Wisi e nim admin im veniam, quis nostrud. In atsvulpate velt esse meleste
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enim ad minim veniam. Dolore eu sata sfeugiat. Ipsum lorem vei illum sat dolor euis mod
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References
Carroll, A. B. (1979). A three-dimensional conceptual model of corporate performance. The
Academy of Management Review, 4(4), 497. [This is a journal article citation. Articles
from the Library databases are based on print journals so the citation will end with page
numbers.]
Collins, J. (2001). Good to great. New York, NY: HarperCollins Publishers Inc. [This is a book
citation.]
Epstein, M. J. (2008). Making sustainability work. San Francisco, CA: Greenleaf
Publishing Limited.
Epstein, M., & Roy, M. (2003). Improving sustainability performance: Specifying, implementing
and measuring key principles. Journal of General Management, 29(1), 15-31.
French, S. (2009). Critiquing the language of strategic management. The Journal of Management
Development, 28(1), 6-17. doi: 10.1108/02621710910923836 [This is a journal article
citation from a Library database. Include a doi number if available.]
Ginter, P., Ruck, A., & Duncan, W. (1985). Planners’ perceptions of the strategic management
process. Journal of Management Studies, 22(6), 581-596.
Hollingworth, M. (2009, November/December). Building 360 organizational sustainability. Ivey
Business Journal Online. Retrieved from
http://www.iveybusinessjournal.com/article.asp?intArticle_ID=868 [This is a journal that
is published online, so you would include the URL.]
Reuters. (2010). Walgreens Co. (WAG.N). Retrieved from
http://www.reuters.com/finance/stocks/companyProfile?symbol=WAG.N
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Walgreens. (2010a). Mission statement. Retrieved from
http://news.walgreens.com/article_display.cfm?article_id=1042 [This is a website citation
with a corporate author. If you retrieve information from various pages of this particular
website, you need to cite each web page. However, because the author and the year will
be exactly the same, the lowercase letters, “a,” “b,” etc. need to be added to the year. The
in-text citation would be: (Walgreens, 2010a).]
Walgreens. (2010b). Our past. Retrieved from
http://www.walgreens.com/marketing/about/history/default.html
Lab 2-2 Use PivotTables to Denormalize and Analyze the Data
Efficient relational databases contain normalized data. That is, each table contains only data that
are relevant to the object, and tables’ relationships are defined with primary key/foreign key pairs. For
example, each record in a customer table is assigned a unique ID (e.g., customer 152883), and the
remaining attributes (e.g., customer address) describe that customer. In a sales order table, the only
customer data you find is a foreign key pointing to the customer (e.g., customer 152883) we are selling
merchandise to. The foreign key value connects the sales order record to the customer record and
allows any or all of the linked attributes to appear on the sales order form or report.With Data
Analytics, efficient databases are not as helpful. Rather, we would like to “denormalize” the data
or combine all of the related data into one large file that can be eas-ily evaluated for summary statistics
or be used to create meaningful PivotTables. Excel calls this the Internal Data Model. In Access, we
create a query. This lab will take you through this process. This lab will help you recognize how to create
relationships between related spreadsheets in Excel using Excel’s Internal Data Model. The Internal Data
Model is avail-able in Excel for PC versions from 2013 onward. This lab is in preparation for using the
Internal Data Model in future labs to transform data, as well as to aid in understanding of primary and
foreign key relationships.Company summarySláinte is a fictional brewery that has recently gone through
big changes. Sláinte sells six different products. The brewery has only recently expanded its business to
distributing from one state to nine states, and now its business has begun stabilizing after the
expansion. With that stability comes a need for better analysis. One of Sláinte’s first priorities is to
identify its areas of success, as well as areas of potential improvement
Data
• Sláinte datasetTechnique
• Some experience with relational databases, spreadsheets, and PivotTables is useful for this
lab.Software needed
• Excel
• Access
• Screen capture tool (Windows: Snipping Tool; Mac: Cmd + Shift + 4)
60In this lab, you will:
Part 1: Identify appropriate questions and develop a hypothesis for each question.
Part 2: Master your data and prepare it for analysis in Excel.
Part 3: Perform an analysis using PivotTables.
Part 4: Address and refine your results.
Part 5: Communicate your findings.
Part 1: Identify the Questions
Sláinte has brought you in to help determine potential areas for sales growth in the next year.
Additionally, management has noticed that the company’s margins aren’t as high as they had budgeted
and would like you to help identify some areas where they could improve their pricing, marketing, or
strategy. Specifically, they would like to know how many of each product were sold.
Q1. Given Sláinte’s request, identify the data attributes and tables needed to answer the question
Part 2: Master the Data: Prepare Data for Analysis in Excel
The requested Sláinte data are available in the Slainte_Subset.xlsx file and include the following tables
and fields, presented in a UML diagram:
Depending on your desired analysis, there are a few alternative approaches that you could use to
prepare the data for analysis.
Alternative 1: Do nothing.
If you are simply trying to calculate statistics or make comparisons using attributes within a single table,
there is no need to transform the tables. Simply load the table, make sure the data are clean, and
proceed to analysis.
For example, to find the total number of each item sold, you would need only the [Sales_Subset] table
and its attributes [Product_Code] and [Sales_Order_Quantity_Sold].
Q2. When would it be a good idea to use a single table?
Alternative 2: Use the Excel Internal Data Model.
For analyses that require two or more tables, you need to define the relationships in Excel before you
can proceed with your analysis.For example, if you want to find the total number of each item sold and
show the prod-uct name instead of just the code, you would need [Sales_Order_Quantity_Sold] from
the [Sales_Subset] table and [Product_Description] from the [FGI_Product] table. These two tables are
joined together on the [Product_Code] primary/foreign key.
1. Open the Slainte_Subset.xlsx file.
2. Click the Data tab on the ribbon.
3. Click the Relationships button in the Data Tools section.
4. In the Manage Relationships window, click New. . .
5. Create a relationship between [Sales_Subset] and [FGI_Product] as shown in Exhibit 2-2C. Start with
the table that contains the foreign key, then choose the related table that contains the primary key. In
this case:
a. Table: [Sales_Subset]
b. Related Table: [FGI_Product]
c. Column (Foreign): [Product_Code]
d. Related Column (Primary): [Product_Code]
6. Click OK to save the relationship. The window will close, and you will return to the Manage
Relationships window. Click New. . .
7. Now create a relationship between [Sales_Subset] and [Customer]. In this case:
a. Table: [Sales_Subset]
b. Related Table: [Customer]
c. Column (Foreign): [Customer_ID]
d. Related Column (Primary): [Customer_ID]
8. Click OK to save the relationship.
9. Take a screenshot (label it 2-2A) of the Manage Relationships window with both relationships
created
10. Click Close in the Manage Relationships window to return to the spreadsheets. While the
spreadsheets do not appear to have changed with the new relationships, we have created a powerful
engine for analyzing our data. We will have access to any of the records and related fields in any of the
tables without additional work, such as Find and Replace or VLookup
11. Save your workbook as Slainte_Relationships.xlsx.
Q3. How comfortable are you with identifying primary key/foreign key relationships
Alternative 3: Merging the data into a single table using Excel Query Editor.
While relationships are incredibly useful when dealing with multiple tables, there are times when it is
useful to have all of the data together in one table. Both queries and PivotTables are much more
straightforward when you don’t have to continually define the relationships. The downside to working
with a single table is that you must work with a larger file size and there are a lot of redundant data.
1. Create a new blank spreadsheet in Excel.
2. Click the Data tab on the ribbon.
3. Click the Get Data menu in the Get & Transform Data section.
4. Choose From File > From Workbook.
5. Locate the Slainte_Subset.xlsx file on your computer, and click Open.
6. In the Navigator, check Select multiple items, then check the three tables to import, shown in Exhibit
2-2D:
a. [Customer]
b. [FGI_Product]
c. [Sales_Subset
7. Click Load. The three tables will appear as queries in the Queries & Connections pane on the right
side of the screen.
8. Double-click the [Sales_Subset] query to open the Query Wizard.
9. To merge the tables click the Home tab, then choose Merge Queries from the Combine section. A
new Merge window will appear.
10. In the Merge window, the [Sales_Subset] query will appear at the top.
11. To join the [Sales_Subset] and [Customer] queries, do the following:
a. Select the [Customer] query from the middle drop-down list.
b. Click the [Customer_ID] column in both the [Sales_Subset] and [Customer] queries.
c. From the Join Kind drop-down list, choose Left Outer (all from first, matching from second). This
means [Sales_Subset].[Customer_ID] will be identified as the foreign key.
d. Click OK to return to the Query Editor.
e. Double-click the newly added [NewColumn] attribute title and rename it [Customer].
f. Finally, click the opposing arrows icon next to the [Customer] column title. Select Expand and click OK.
The customer attributes have now been added to the [Sales_Subset] query.
12. To join the [Sales_Subset] and [FGI_Product] queries, do the following:
a. Select the [FGI_Product] query from the middle drop-down list.
b. Click the [Product_Code] column in both the [Sales_Subset] and [FGI_Product] queries.
c. From the Join Kind drop-down list, choose Left Outer (all from first, matching from second). This
means [Sales_Subset].[Product_Code] will be identified as the foreign key.
d. Click OK to return to the Query Editor.
e. Double-click the newly added [NewColumn] attribute title and rename it [Product].
f. Finally, click the opposing arrows icon next to the [Product] column title. Select Expand and click OK.
The product attributes have now been added to the [Sales_Subset] query.
13. Maximize the Query Editor window, and take a screenshot (label it 2-2B).
14. Click Close & Load to return to Excel.
15. In the Queries & Connections pane on the right, right-click [Sales_Subset] and choose Load To. . .
16. In the Import Data window that appears, choose Table and click OK. Your new merged table now
appears in your workbook.
17. Rename [Sheet1] to [Sales_Order_Merge].Note: You can also directly load your merged table into a
PivotTable if that is the analysis you’re going to perform.
18. Save your workbook as Slainte_Merge.xlsx.
Q4. Have you used the Query Editor in Excel before? Double-click the [Sales_Subset] query and click
through the tabs on the ribbon. Which options do you think will be useful in the future?
Part 3: Perform an Analysis Using PivotTables and Queries
Now that the data have been organized, you’re ready for some basic analysis. Given the sales data,
management has asked you to prepare a report showing the total number of each item sold each month
between January and April 2020. This means that we should create a PivotTable with a column for each
month, a row for each product, and the sum of the quantity sold where the two intersect.
1. From any of the files you created in Part 2, click the Insert tab on the ribbon.
2. Click PivotTable in the Tables section.
3. In the Create PivotTable window click Use this workbook’s Data Model. Note: If you have only one
table, choose Select a table or range and choose your sheet.
4. Click OK to create the PivotTable. A PivotTable Fields pane appears on the right. Note: If at any point
while working with your PivotTable, your PivotTable Fields list disappears, you can make it reappear by
ensuring that your active cell is within the PivotTable itself. If the Field List still doesn’t reappear,
navigate to the Analyze tab in the Ribbon, and select Field List.
5. Click the arrow toggle next to each table to show the available fields. If you don’t see your three
tables, click the All option directly below the PivotTable Fields pane title.
6. Take a screenshot (label it 2-2D).
7. Because you defined relationships or merged the tables in Part 2, you can drag any of the attributes
from your list of fields to their respective Filters, Columns, Rows, or Values. Do that now:
a. Columns: [Sales_Order_Date] (Month) from [Sales_Subset]. Note: When you add a date, Excel will
automatically try to group the data by Year, Quarter, etc. For now, remove the other options.
b. Rows: [Product_Description] from [FGI_Products].
c. Values: [Sales_Order_Quantity_Sold] from [Sales_Subset].
d. Filters: None.
8. Finally, to show only the four months from January to April, click the drop-down arrow next to
Column Labels and uncheck Nov and Dec.
9. Optional step: Clean up your PivotTable. Rename labels and the title of the report to something more
useful.
10. Take a screenshot (label it 2-2E).
11. Save a copy of your workbook as Slainte_Pivot.xlsx.To perform a similar, but less flexible analysis in
Access, do the following:
1. Open your Slainte_Subset.accdb file from Part 2.
2. Click Create > Query Design. Close the window that appears.
3. Click SQL View in the top-left corner.
4. Enter the following query:SELECT Product_Description, Sum(Sales_Order_Quantity_Sold) AS
Total_SalesFROM Slainte_MergeWHERE Sales_Order_Date Between #1/1/2020# And
#4/30/2020#GROUP BY Product_Description;
5. Click Run to show the results.
6. Take a screenshot (label it 2-2F).
7. Save your query as Total_Sales_By_Product and close your database
Part 4: Address and Refine Your Results
Now that you’ve completed a basic analysis to answer management’s question, take a moment to
think about how you could improve the report and anticipate questions your manager might have.
Q5. If the owner of Sláinte wishes to identify which product sold the most, how would you make this
report more useful?
Q6. If you wanted to provide more detail, what other attributes would be useful to add as additional
rows or columns to your report, or what other reports would you create?
Part 5: Communicate Your Findings
Let’s make this easy for others to understand using visualization and explanations.
Q7. Write a brief paragraph about how you would interpret the results of your analy-sis in plain
English. For example, which data points stand out?
Q8. In chapter 4, we’ll discuss some visualization techniques. Describe a way you could present these
data as a chart or graph.
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