Capstone - Practical Application of Accounting

Business Finance

ACT 480 CASTPONE

CSU Global

Question Description

I'm working on a accounting report and need a sample draft to help me understand better.

Complete Lab 4-1 Use PivotCharts to Visualize Declarative Data (Links to an external site.) (pp. 166 – 168) in your textbook. Included in attachment 1.17.21

Your analysis should be written as an essay and should include the following:

Introduction

Analysis

Heading – Part 5 (i.e., Part 5: Communicate Your Findings) – heading is shown in the Lab.

Communicate your findings in an executive summary format– write a brief paragraph of your analysis in layman’s terms. (For example, what were the key findings from your analysis?)

Conclusion.

Submit your analysis as a Word document and submit any additional requirements noted in the Lab (i.e., Excel files, tables, etc.).

Unformatted Attachment Preview

Complete Lab 4-1 Use PivotCharts to Visualize Declarative Data (Links to an external site.) (pp. 166 – 168) in your textbook. (Listed Below) Your analysis should be written as an essay and should include the following: Introduction Analysis Heading – Part 5 (i.e., Part 5: Communicate Your Findings) – heading is shown in the Lab. Communicate your findings in an executive summary format– write a brief paragraph of your analysis in layman’s terms. (For example, what were the key findings from your analysis?) Conclusion. Submit your analysis as a Word document and submit any additional requirements noted in the Lab (i.e., Excel files, tables, etc.). Text Book Page 166 to 168 "his lab builds upon the steps completed in Lab 2-2 concerning the Sláinte brewery and the PivotTable report you prepared showing the total number of each item sold each month between January and April 2020.When working with a data analysis project that is declarative in nature, the analysis will likely be done in Excel, and the data visualization will be done after the analysis has been completed as a means to communicate results. Company summary Sláinte is a fictional brewery that has recently gone through big change. Sláinte sells six dif-ferent products. The brewery has only recently expanded its business to distributing from one state to distributing to nine states, and now the business has begun stabilizing after the expansion. With that stability comes a need for better analysis. One of Sláinte’s first priori-ties is to identify its areas of success, as well as areas of potential improvement. Data • Sláinte dataset Technique • Some experience with spreadsheets and PivotTables is useful for this lab .Software needed • Excel • Screen capture tool (Windows: Snipping Tool; Mac: Cmd + Shift + 4) Parts 1–4 of the IMPACT Model These steps were performed in Lab 2-2. You can either use the already prepared data in the file Lab_4_1_SlaintePivot.xlsx, or you can use the file that you saved after completing Lab 2-2, which should have been saved to your computer as Slainte_Pivot.xlsx. Part 5: Communicate Your FindingsWe demonstrate two alternate ways of communicating findings. Please work through both alternatives. Alternative 1: Create a PivotChart 1. Ensuring that the active cell in your workbook is somewhere in the PivotTable, navi-gate to the Analyze tab in the ribbon. 2. If you are working with a PC, you should see a button for PivotChart. If you are work-ing with a Mac, you can insert a regular chart from the Insert tab on the ribbon. Some of the functionality of this lab will be limited on a Mac, so you may opt to use a virtual PC lab environment to complete this lab. 3. Once you click into PivotChart, a window for Insert Chart appears, along with a list of options for how you can visualize your PivotTable. It defaults to column chart. Another good option is the bar chart, which displays your data in horizontal bars instead of columns. Create either a bar chart or a column chart by selecting the chart you prefer and clicking OK. 4. Take a screenshot that shows the PivotTable and the PivotChart (label it 4-1A)." "5. The advantage of working with PivotCharts over regular charts is that you can slice and filter your data in the PivotTable and the PivotChart at the same time. If you are presenting your findings to a live audience and you anticipate questions about specific months or specific products, using Excel’s slicer tool is a great way to filter your data in a way that is interactive and transparent. On the Analyze tab on the ribbon, you can select Insert Slicer. 6. In the window that pops up, select Product Description. This will create an interactive filter so that you can drill down into different product descriptions as they perform over the months. 7. Create a second slicer for Sales_Order_Month and click OK. 8. Take a screenshot that includes your PivotChart, PivotTable, and both slicers (label it 4-1B). Q1.Spend a few minutes filtering the data with the slicers. Name three important insights that were easy to identify through this visualization. Q2.What does the data visualization and the interactivity of the slicer provide your audience that the original PivotTable does not? Alternative 2: Visualize the PivotTable with Conditional Formatting and SparklinesConditional formatting and sparklines are quick ways to visualize and compare data and trends when a full-fledged chart isn’t necessary. 9. To quickly visualize how each product’s total quantity sold over time compares across all six of Sláinte’s projects, we can apply conditional formatting to the Grand Total col-umn. Select the data in the Grand Total column of your PivotTable, and navigate to the Home tab on the ribbon. LAB EXHIBIT 4-1ASource: Microsoft Excel 2016 10. From the Home tab, select the Conditional Formatting button, and a menu with the different types of formatting available will appear. 11. Select Data Bars and pick the first option for blue gradient fill bars. 12. This conditional formatting is helpful because it allows us to compare grand totals of each product. However, if we would like to see how each product’s month-over-month sales compare to one another, we can display mini line charts next to each row with a sparkline. To do so, select all of the “meat” of your PivotTable—that is, don’t select any of the product labels (such as Imperial IPA), month labels, or grand totals. 13. Navigate to the Insert tab on the ribbon, and select Line in the Sparklines category. 14. A window will appear specifying the data range you just selected and awaiting input for the Location Range. We’d like to see the trend lines to the immediate right of our PivotTable, so you can select the cells in the first empty column after your Grand Totals." Row Labels Imperial IPA Imperial Stout IPA Pale Ale Stout Wheat Grand Total Sum of Sales_Order_Quantity_Sold 61 258 235 116 190 119 979 Sum of Sales_Order_Quantity_Sold Row Labels Imperial IPA Imperial Stout IPA Pale Ale Stout Wheat Grand Total Column Labels April 17 36 34 18 16 121 February January March Grand Total 23 2 42 27 61 42 166 35 36 66 171 4 27 32 81 33 65 4 118 11 21 54 86 110 233 200 664 Product_Code 2001 2002 2003 2004 2005 2006 Product_Description Pale Ale Imperial IPA IPA Imperial Stout Stout Wheat Product_Sale_Price 95 120 100 105 85 90 Sales_Order_ID 20001 20003 20005 20005 20009 20012 20013 20013 20017 20020 20023 20024 20031 20033 20037 20037 20040 20043 20053 20055 20056 20059 20062 20063 20068 20080 20086 20089 20090 20093 20097 20098 20103 20106 20120 20124 20126 20126 20137 20138 20140 20142 20151 20155 20161 20163 Sales_Order_Date Sales_Employee_ID Customer_ID 11/1/2019 1006 2056 11/1/2019 1006 2011 11/1/2019 1006 2012 11/1/2019 1006 2012 11/2/2019 1006 2005 11/4/2019 1006 2009 11/4/2019 1007 2038 11/4/2019 1007 2038 11/7/2019 1006 2043 11/7/2019 1006 2032 11/8/2019 1007 2052 11/8/2019 1007 2033 11/12/2019 1006 2022 11/12/2019 1007 2013 11/13/2019 1007 2054 11/13/2019 1007 2054 11/14/2019 1007 2037 11/16/2019 1006 2043 11/20/2019 1006 2035 11/20/2019 1007 2039 11/21/2019 1006 2021 11/22/2019 1006 2060 11/22/2019 1007 2001 11/22/2019 1006 2034 11/24/2019 1007 2052 11/29/2019 1007 2021 11/30/2019 1006 2035 12/1/2019 1007 2038 12/1/2019 1006 2012 12/2/2019 1007 2058 12/4/2019 1007 2014 12/4/2019 1007 2037 12/5/2019 1006 2060 12/7/2019 1006 2048 12/12/2019 1006 2031 12/15/2019 1007 2059 12/16/2019 1006 2048 12/16/2019 1006 2048 12/18/2019 1006 2056 12/19/2019 1007 2041 12/20/2019 1006 2002 12/20/2019 1007 2042 12/22/2019 1007 2049 12/23/2019 1006 2056 12/25/2019 1007 2019 12/25/2019 1006 2007 Product_Code 2001 2006 2006 2001 2004 2005 2003 2002 2001 2003 2005 2004 2002 2003 2004 2005 2003 2005 2004 2004 2003 2005 2004 2003 2004 2001 2005 2005 2002 2002 2003 2003 2003 2004 2005 2004 2004 2005 2003 2006 2001 2004 2004 2003 2006 2003 20168 20179 20183 20183 20192 20199 20200 20200 20202 20211 20211 20217 20218 20223 20224 20227 20229 20230 20233 20241 20242 20249 20250 20251 20253 20256 20261 20262 20265 20266 20271 20277 20280 20280 20282 20283 20285 20291 20305 20305 20305 20307 20307 20308 20308 20310 20312 12/27/2019 12/30/2019 1/1/2020 1/1/2020 1/6/2020 1/7/2020 1/7/2020 1/7/2020 1/8/2020 1/10/2020 1/10/2020 1/12/2020 1/12/2020 1/13/2020 1/13/2020 1/14/2020 1/14/2020 1/15/2020 1/16/2020 1/19/2020 1/19/2020 1/22/2020 1/22/2020 1/22/2020 1/22/2020 1/24/2020 1/25/2020 1/26/2020 1/27/2020 1/27/2020 1/28/2020 1/29/2020 1/30/2020 1/30/2020 1/31/2020 1/31/2020 2/1/2020 2/4/2020 2/10/2020 2/10/2020 2/10/2020 2/11/2020 2/11/2020 2/11/2020 2/11/2020 2/11/2020 2/12/2020 1007 1006 1006 1006 1007 1007 1007 1007 1006 1007 1007 1007 1007 1006 1006 1006 1006 1006 1006 1007 1006 1006 1006 1007 1007 1006 1006 1007 1006 1006 1007 1006 1006 1006 1006 1007 1007 1007 1007 1007 1007 1007 1007 1006 1006 1007 1006 2001 2036 2034 2034 2061 2008 2043 2043 2035 2013 2013 2048 2026 2022 2007 2028 2019 2022 2006 2011 2061 2053 2010 2010 2011 2034 2057 2051 2023 2022 2060 2017 2040 2040 2050 2037 2050 2008 2021 2021 2021 2027 2027 2004 2004 2002 2021 2005 2004 2002 2001 2004 2005 2003 2004 2005 2006 2005 2003 2004 2001 2001 2001 2001 2002 2003 2004 2004 2004 2005 2004 2005 2004 2003 2005 2004 2004 2005 2006 2006 2001 2002 2006 2003 2005 2005 2001 2004 2004 2005 2004 2003 2004 2003 20314 20325 20328 20338 20357 20368 20375 20378 20379 20383 20384 20393 20403 20404 20404 20406 20407 20407 20416 20418 20424 20438 20439 20440 20441 20450 20451 20451 20452 20453 20454 20457 20458 20460 20461 20465 20471 20491 20492 20494 20494 20495 20496 20503 20503 20513 20516 2/13/2020 2/15/2020 2/17/2020 2/22/2020 2/27/2020 2/29/2020 3/2/2020 3/3/2020 3/3/2020 3/4/2020 3/4/2020 3/7/2020 3/9/2020 3/9/2020 3/9/2020 3/10/2020 3/10/2020 3/10/2020 3/13/2020 3/14/2020 3/16/2020 3/18/2020 3/19/2020 3/19/2020 3/19/2020 3/24/2020 3/24/2020 3/24/2020 3/25/2020 3/25/2020 3/25/2020 3/26/2020 3/26/2020 3/27/2020 3/27/2020 3/28/2020 3/29/2020 4/7/2020 4/8/2020 4/8/2020 4/8/2020 4/8/2020 4/8/2020 4/10/2020 4/10/2020 4/13/2020 4/13/2020 1007 1006 1007 1006 1006 1007 1007 1007 1006 1007 1007 1007 1006 1006 1006 1007 1006 1006 1006 1006 1006 1007 1007 1007 1007 1007 1006 1006 1007 1007 1006 1006 1007 1006 1007 1006 1007 1006 1006 1006 1006 1007 1006 1006 1006 1007 1006 2046 2058 2037 2013 2045 2047 2029 2040 2020 2001 2037 2013 2040 2024 2024 2017 2044 2044 2040 2016 2050 2028 2056 2039 2062 2046 2008 2008 2022 2036 2022 2043 2061 2050 2043 2029 2025 2060 2057 2009 2009 2036 2031 2062 2062 2025 2039 2004 2003 2006 2005 2005 2003 2006 2001 2001 2004 2003 2003 2004 2003 2006 2005 2004 2006 2003 2006 2004 2006 2003 2001 2003 2003 2006 2002 2004 2006 2003 2001 2003 2003 2004 2004 2003 2003 2003 2005 2004 2005 2004 2005 2004 2001 2002 20518 20532 20535 20537 20539 20543 20545 20559 20564 4/14/2020 4/17/2020 4/19/2020 4/19/2020 4/19/2020 4/20/2020 4/21/2020 4/25/2020 4/28/2020 1007 1007 1007 1007 1006 1006 1007 1007 1007 2049 2060 2045 2009 2053 2016 2043 2042 2001 2001 2003 2003 2004 2004 2003 2003 2004 2002 Sales_Order_Quantity_Sold Product_Sale_Price 10 95 8 90 9 90 8 95 3 105 1 85 2 100 4 120 1 95 6 100 2 85 11 105 4 120 1 100 3 105 3 85 2 100 12 85 2 105 11 105 8 100 6 85 12 105 4 100 9 105 11 95 11 85 10 85 10 120 1 120 9 100 4 100 7 100 1 105 10 85 11 105 6 105 9 85 10 100 4 90 5 95 9 105 8 105 8 100 12 90 3 100 8 6 10 7 12 8 12 10 7 12 12 11 4 1 1 2 9 6 7 2 3 8 5 11 10 5 6 12 1 5 11 1 4 7 7 4 2 7 3 4 6 9 9 8 11 2 4 85 105 120 95 105 85 100 105 85 90 85 100 105 95 95 95 95 120 100 105 105 105 85 105 85 105 100 85 105 105 85 90 90 95 120 90 100 85 85 95 105 105 85 105 100 105 100 2 7 11 6 8 11 11 7 12 5 10 9 4 1 3 4 9 12 2 12 10 4 1 3 10 9 9 2 4 3 1 10 11 6 2 8 6 3 10 6 2 4 5 6 2 10 11 105 100 90 85 85 100 90 95 95 105 100 100 105 100 90 85 105 90 100 90 105 90 100 95 100 100 90 120 105 90 100 95 100 100 105 105 100 100 100 85 105 85 105 85 105 95 120 8 11 6 6 10 3 1 11 6 95 100 100 105 105 100 100 105 120 Customer_ID 2001 Business_Name Beverage Distributors Deep Ellum Brewing Company Schatz Distributing Co. Arkansas Craft Distributors Customer_Address Customer_City Customer_St 3221 SE 14th Street Des Moines IA 2823 St Louis Street Dallas TX 3140 S. 28th Steet Kansas City KS 1515 E. 4th Street Little Rock AR 2005 Fleck Sales Co. 2006 Wholesale Liquor 11125 High Life Ct SW 4720 S Broadway St Cedar Rapids Wichita IA KS 2007 Texas Wholesale D&J Beverage 2008 Services Andrews Distributing 2009 Company 550 North Beach Street Fort Worth TX 4740 G. Street Omaha NE Dallas TX Columbia MO 2002 2003 2004 2010 Craft Beer Cellar 2730 Distributing Company 111 South 9th Street Suite #10 2011 United Beverage Co. 2012 Star Distributors 2013 Golden Barrel Inc Louisiana Specialty 2014 Drinks 2015 AS Barboro Inc Republic National Distributing 2016 Company MBA Tulsa Beverage 2017 Co 1903 Woodland Avenue Kansas City 6290 Shelby View Dr. Memphis 1501 I-70 Complex Ct Columbia MO TN MO 1603 S Gayoso St 5020 Tuggle Rd New Orleans Memphis LA TN 809 Jefferson Hwy New Orleans LA 510 W. Skelly Drive Tulsa OK 2018 Duff Beer Faust Distributing 2019 Company 2020 Glazer's LDF Sales & 2021 Distributing Wil Fischer 2022 Companies Quality Beverage 2023 Company Brown Distributing 2024 Inc 1319 S. Houston Road Pasadena TX 10040 East Freeway 6201 Stilwell Street 10718 E. Marshall Street Houston Kansas City TX MO Tulsa OK 3539 W Farm Rd 142 Springfield MO 7029 E. Reading Place 8711 Johnny Morris Road Tulsa OK Austin TX Boardwalk 2025 Distribution Texas Quality 2026 Beverage Iowa Beverage 2027 Systems Beer Distributors of 2028 Oklahoma 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 4157 S. 72nd East Avenue Tulsa OK 13300 Park Vista Blvd Fort Worth TX 2115 NE 58th Avenue 6301 Wateford Blvd #105 4235 SW Burlingame Strathman Sales Co. Road Heart of America Beverage 2860 S Austin Ave Evans Distributing 3750 Liberty Drive Texas Specialty Beverage 2512 Program Drive Belle Point Beverages Inc. 1 Belle Point Place Quality Brands of Omaha 13255 Centech Road Wil Fischer Distributing of Kansas 17501 W 98th Street Premier Midwest Beverage 10367 S. 134th Street Johnson Brothers of Nebraska 9320 J Street 421 North Portland Capital Distributing Avenue Ben E. Keith 1805 Record Crossing Company Road Des Moines IA Oklahoma City OK Topeka KS Springfield Iowa City MO IA Dallas TX Fort Smith AR Omaha NE Lenexa KS Omaha NE Omaha NE Oklahoma City OK Dallas TX Fort Smith AR 2416 E 37th St N Wichita KS 1605 W. Shady Grove 7777 Washington Avenue Springdale AR Houston TX 609 S Grand St. Amarillo TX 2040 Burford Distributing 925 H Street South Standard Beverage 2041 Corporation Arkansas Craft 2042 Distributors 2043 Silver Eagle Grand Wholesale 2044 Liquor Inc Premium Brands of 2045 NW Arkansas Ben E. Keith 2046 Company City Wholesale 2047 Liquor Co 1032 S. Razorback Road Fayetteville AR 2300 N Lakeside Dr Amarillo TX 4340 Washington Ave New Orleans LA Reed Beverage 2048 Distributor 3333 SE 3rd Ave 2049 Doll Distributing Inc. Broadway Beer 2050 Distributing Co Capitol Wright 2051 South Austin 3501 23rd Avenue Council Bluffs 2304 North Broadway Avenue Oklahoma City 3834 Promontory Point Drive Austin IA 2052 Sooner Beer Co 605 North Tulsa Avenue Oklahoma City OK 2053 Barn Spirits 3002 Chapel Hill Road Stillwater OK Arlington TX North Kansas City MO Wichita KS American Wholesale 3300 Pleasant Valley 2054 Distribution Lane North Kansas City 2055 Beverage Co. 203 E. 11th Avenue 2056 General Distributors 800 E Indianapolis St. 2057 BDT Beverage Standard Beverage 2058 Corporation 2059 High Life Sales Co. Wholesale Beer 2060 Distributors 2061 Nauser Beverage Amarillo TX OK TX 2115 Spicer Cove #113 Memphis TN 2300 Lakeview Road 1900 W. 142nd Street Lawrence Leawood KS KS 700 E. 9th Street #1J 6000 Paris Rd Little Rock Columbia AR MO 2062 De Nux Distributors 701 N. Broadway Street North Little Rock AR Customer_Zip 50320 75226 66106 72202 52404 67216 76111 68117 75207 65201 64108 38134 65201 70125 38118 70121 74107 77502 77029 64120 74116 65807 74115 78724 74145 76177 50313 73118 66609 65807 52240 72220 72901 68138 66219 68138 68127 73107 75235 72901 67219 72764 77007 79104 72701 79108 70125 79104 51501 73103 78744 73107 74074 76015 64116 67211 38134 66049 66224 72202 65202 72114 ...
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