Make analysis of complex and inter-related data using Microsoft Excel
Project Objectives:
The purpose of this project is perform an in-depth decision-making analysis of complex and inter-related data using Microsoft Excel. The software we will be using for Assignment 1 is Microsoft Excel 2010, Excel 2013 or Excel 2016/365.
Project Background:
Fred Pryor Seminars (FPS) is a national provider of professional seminars in technology, finance, HR, accounting, and project management. The company strives to provide corporate and individual clients with high-quality, convenient, current, and practical business-related training.
Over the past few years, FPS has seen a steady growth in its business and has a reputation for providing quality instructions to its clients. The company’s reputation is due in part to its 10 full- time, highly qualified instructors with practical knowledge of the topics they teach. The instructors teach a variety of courses, ranging from productivity to certification courses. The courses are typically one-week courses and are limited to 24 students per course. FPS offers its courses on school campuses, at corporate sites, and other off-site locations.
As part of the company’s quality strategy, seminar students are asked to complete customer
satisfaction survey upon the completion of their courses. These surveys are then reviewed by Dr. Fred Pryor, the founder of FPS, to ensure the quality of the courses, as well as the instructors. Exhibit 1 shows a copy of the satisfaction survey.
Until now, Dr. Pryor has just reviewed the survey data, but had little time to analyze it. He realizes that the surveys contain a wealth of information about his company’s training, and wants to have a more in-depth analysis of the data with an Excel application. Dr. Pryor hires you as a consultant to develop a Pryor Survey Results workbook that will enable him to enter and track the results of the satisfaction surveys.
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Once the surveys are collected by one of the staff members from FPS, Dr. Pryor’s secretary will code each survey respondent’s answers. For each question, the possible responses are given a unique number. For example, if the respondent answers “No” for Question1, then the secretary
will record “1” in the worksheet cell. If the respondent answers “Yes” for Question 1, then “2” is
recorded in the worksheet cell. Exhibit 2 shows how the questionnaire responses are coded.
Your consulting assignment consists of several tasks, including the completion of an Excel workbook (Pryor Survey Results), containing multiple worksheets as per assignment specifications detailed in this write-up. The purpose of the Pryor Survey Results workbook is to enter, track, and analyze customer satisfaction surveys for Fred Pryor Seminars.
Dr. Pryor hands you a copy of an incomplete workbook called Pryor Survey (cis310Winter2018Input.xls). This workbook currently contains one worksheet (Initial Data) with a sample survey data. You are to use this data when designing the Pryor Survey Results workbook.
Columns A through E of the Initial Data worksheet provide general information about the course. As the general information is readily available, it is not necessary to collect this information from the survey respondent. Instead, the secretary enters the general course information as she enters the respondent’s answers into the worksheet. Exhibit 3 explains the codes for Columns A through E.
Columns F through M of the Initial Data worksheet contain data that have been captured on the survey forms. The data displayed in these columns have been coded, meaning the survey responses have been coded using the codes displayed in Exhibit 2. For example, if a student circled “No” as her answer for Question 1 on the survey form, then a “1” is displayed in Column
F. Likewise, if a student circled “Yes” as her answer for Question 1, then a “2” is displayed in Column F. (The codes help facilitate the analysis of the survey data).
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Exhibit 1. Customer Satisfaction Survey
Pryor Seminars Satisfaction Survey
1. Have you previously attended a seminar offered by Prior Seminars?
a. No b. Yes 2. Have you attended a seminar offered by another company?
a. No b. Yes 3. Overall, I am satisfied with the course.
Strongly Agree Agree Neutral Disagree Strongly Disagree
4. I will take another course with Prior Seminars.
Strongly Agree Agree Neutral Disagree Strongly Disagree
5. The information presented will be useful on my job.
Strongly Agree Agree Neutral Disagree Strongly Disagree
6. The instructor was knowledgeable about the subject matter.
Strongly Agree Agree Neutral Disagree Strongly Disagree
7. The seminar’s content was timely.
Strongly Agree Agree Neutral Disagree Strongly Disagree
8. The instructor met the stated course objectives.
Strongly Agree Agree Neutral Disagree Strongly Disagree
Exhibit 2. Customer Satisfaction Survey Codes
If Response Is: Code
No 1 Yes 2 Strongly Agree 5 Agree 4 Neutral 3 Disagree 2 Strongly Disagree 1
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Exhibit 3. General Course Information Codes
Column Codes Explanation
A Uses the actual course number Contains the course number B 1 = Client’s Site
2 = Pryor Seminars 3 = Another Location
Specifies where the course was offered. The course can be offered at the client’s
site, at Pryor Seminars or at another location
C Uses the instructor’s identification number
Specifies the instructor’s
identification number D Uses the number of students
enrolled in the class. Specifies the number of students enrolled in the class (Note: Note all students submit a survey)
E Uses the end date of the seminar Specifies the end date of the seminar
Follow the tasks listed below to complete this assignment.
Project Tasks:
UTask1. Preparing for this Assignment .
Read through the entire assignment. Complete the pivot table tutorial posted to Bb/Assignment 1.
UTask2. Download the input file from Blackboard
1) From Blackboard, download the input file – cis310Winter2018Input.xls. This file is the starting point of your project, as it contains the initial survey data you will use to create the new workbook for the assignment.
Task 3. Create a new Excel workbook
1) Create a new Excel workbook and title it myWorkbook.xlsx. This workbook will contain multiple worksheets created in the subsequent tasks for this assignment. The completed workbook will enable Dr. Pryor to be more effective in evaluating his company’s course offerings and instructor performance.
Task 4A Create a new Response worksheet in the workbook.
1) Create a new worksheet (titled Response) in the workbook (myWorkbook.xlsx) created in Task 3. This worksheet will contain survey results for a two-week period.
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2) Copy data (from the Initial Data worksheet in cis310Winter2018Input.xls) and paste it into the Response worksheet. Format the Response worksheet by including descriptive headings for each column and the following title: (note: The title should be located above all descriptive headings. The title should not be placed in a Header section, but directly onto the worksheet using the insert cells function [Right click the top-most cell>Insert…>Entire row). Insert a row for each line.])
Fred Pryor Seminars
Consolidated Survey Results
For September 2012 (Two-Week Period)
3) When the survey forms are returned from the survey respondents, Dr. Pryor’s secretary will code and enter the individual survey results into the Response worksheet. When entering survey data into the Response worksheet, Dr. Pryor wants the results for each survey assigned a respondent number. This requires the insertion of a new (left most) column titled Survey Respondent into the Response worksheet. For example, for the first 20 surveys, the surveys would be numbered 1 through 20, respectively. For the next five surveys, they would be numbered 21 through 25, etc.
You are required to add a new column (left most column) to the Response worksheet and title it Survey Respondent; assign a unique value, starting at 1 and incremented by 1, to each row of the new column to specify survey respondent number. Refer to the Exhibit 4 for a fragment of a partial data sample in the Response worksheet after the Survey Respondent column was added to the worksheet.
Exhibit. 4 Partial Sample of the left-most data in the Response worksheet.
(note: other columns of the Response worksheet are not displayed in Exhibit 4)
4) Add a new column (right most column) to the Response worksheet and title the column Attended a Seminar Before. (See Exhibit 5 for a fragment of a partial data sample in the Response worksheet after the Attended a Seminar Before column was added to the worksheet as the right most column).
Exhibit. 5 Partial Sample of data in the Response worksheet.
Survey Respondent
Course No. Question 1:
PS Attendance
Question 2: Attended Another
Other columns
Attended a Seminar Before
1 RTS1 2 1 … 3
2 RTS1 2 2 … 4
(note: other columns of the Response worksheet are not displayed in Exhibit 5)
Survey Respon
dent
Course No.
Locati on
Instructor ID
Class Size
Seminar End Date
Question 1: PS
Attendance
Question 2:
Attended Another
Other columns
1 RTS1 1 3 20 09/15/2012 2 1 …
2 RTS1 1 3 20 09/15/2012 2 2 …
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Attended a Seminar Before column must keep track of whether a given respondent attended both, either one, or neither one of the seminars. The possible values for this column are 2, 3 or 4. Do not enter these values manually! You must use an Excel function to derive the column’s value for each row based on the following rules:
a. If a respondent did not attend the PS seminar AND did not attend a seminar offered by another company, value 2 must appear in the Attended a Seminar Before column for the given row;
b. If a respondent did attend the PS seminar AND did attend a seminar offered by another company, value 4 must appear in the Attended a Seminar Before column for the given row;
c. If a respondent did attend the PS seminar AND did not attend a seminar offered by another company, value 3 must appear in the Attended a Seminar Before column for the given row;
d. If a respondent did not attend the PS seminar AND did attend a seminar offered by another company, enter value 3 in the Attended a Seminar Before column for the given row.
Question: As you review Exhibit 5, why is there a value of 3 in the Attended a Seminar Before column for Survey Respondent #2?
Answer: The code for Question # 1 PS Attendance is “1”, which means (see Exhibit 2 for survey codes) that the respondent DID NOT attend the PS seminar; furthermore, the code for Question #2 is “2”, which means that the respondent DID attend Another Seminar; thus, according to the rule D (listed above), the value of 3 must be computed (using an Excel function) in the Attended a Seminar Before column for the second row (i.e., Survey Respondent #2).
Next, you should use an Excel function to compute the values of the Attended a Seminar Before column for each and every row in the Response worksheet.
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Task 4B. Add results of four additional surveys to Response Worksheet.
Exhibits 6, 7, 8 and 9 provide the results of four additional surveys. Enter the results for EACH survey at the end of the Response worksheet. You will need to code the response data for Questions 1 – 8 using the survey codes in Exhibit 2. (The answers for each survey question on Exhibits 6, 7, 8 and 9 are underlined and are in bold red text). Other information for each of the four surveys is provided below.
1) For the survey in Exhibit 6, use the following information for the Response worksheet: • Survey Respondent: 282 • Course No: RTS6 • Location: 3 • Instructor Id: 2 • Class Size: 18 • Seminar End Date: 09/22/2012 • Questions 1 – 8: See codes in Exhibit 2. o Attend a Seminar Before: Derive a value as per Task 4A-4
(use Excel function) 2) For the survey in Exhibit 7, use the following information for the Response worksheet:
• Survey Respondent: 283 • Course No: RTS8 • Location: 1 • Instructor Id: 5 • Class Size: 15 • Seminar End Date: 09/22/2012 • Questions 1 – 8: See codes in Exhibit 2. • Attend a Seminar Before: Derive a value as per Task 4A-4
(use Excel function) 3) For the survey in Exhibit 8, use the following information for the Response worksheet:
• Survey Respondent: 284 • Course No: RTS7 • Location: 2 • Instructor Id: 7 • Class Size: 22 • Seminar End Date: 09/22/2012 • Questions 1 – 8: See codes in Exhibit 2. • Attend a Seminar Before: Derive a value as per Task 4A-4
(use Excel function) 4) For the survey in Exhibit 9, use the following information for the Response worksheet:
• Survey Respondent: 285 • Course No: RTS8 • Location: 2 • Instructor Id: 9 • Class Size: 15 • Seminar End Date: 09/22/2012 • Questions 1 – 8: See codes in Exhibit 2. • Attend a Seminar Before: Derive a value as per Task 4A-4
(use Excel function)
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Exhibit 6 Pryor Seminars
Satisfaction Survey
1. Have you previously attended a seminar offered by Pryor Seminars?
b. No b. Yes
2. Have you attended a seminar offered by another company?
b. No b. Yes
3. Overall, I am satisfied with the course.
Strongly Agree Agree Neutral Disagree Strongly Disagree
4. I will take another course with Prior Seminars.
Strongly Agree Agree Neutral Disagree Strongly Disagree
5. The information presented will be useful on my job.
Strongly Agree Agree Neutral Disagree Strongly Disagree
6. The instructor was knowledgeable about the subject matter.
Strongly Agree Agree Neutral Disagree Strongly Disagree
7. The seminar’s content was timely.
Strongly Agree Agree Neutral Disagree Strongly Disagree
8. The instructor met the stated course objectives.
Strongly Agree Agree Neutral Disagree Strongly Disagree
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Exhibit 7 Pryor Seminars
Satisfaction Survey
1. Have you previously attended a seminar offered by Pryor Seminars?
a. No b. Yes
2. Have you attended a seminar offered by another company?
a. No b. Yes
3. Overall, I am satisfied with the course.
Strongly Agree Agree Neutral Disagree Strongly Disagree
4. I will take another course with Prior Seminars.
Strongly Agree Agree Neutral Disagree Strongly Disagree
5. The information presented will be useful on my job.
Strongly Agree Agree Neutral Disagree Strongly Disagree
6. The instructor was knowledgeable about the subject matter.
Strongly Agree Agree Neutral Disagree Strongly Disagree
7. The seminar’s content was timely.
Strongly Agree Agree Neutral Disagree Strongly Disagree
8. The instructor met the stated course objectives.
Strongly Agree Agree Neutral Disagree Strongly Disagree
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Exhibit 8 Pryor Seminars
Satisfaction Survey
1. Have you previously attended a seminar offered by Pryor Seminars?
a. No b. Yes
2. Have you attended a seminar offered by another company?
a. No b. Yes
3. Overall, I am satisfied with the course.
Strongly Agree Agree Neutral Disagree Strongly Disagree
4. I will take another course with Prior Seminars.
Strongly Agree Agree Neutral Disagree Strongly Disagree
5. The information presented will be useful on my job.
Strongly Agree Agree Neutral Disagree Strongly Disagree
6. The instructor was knowledgeable about the subject matter.
Strongly Agree Agree Neutral Disagree Strongly Disagree
7. The seminar’s content was timely.
Strongly Agree Agree Neutral Disagree Strongly Disagree
8. The instructor met the stated course objectives.
Strongly Agree Agree Neutral Disagree Strongly Disagree
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Exhibit 9 Pryor Seminars
Satisfaction Survey
9. Have you previously attended a seminar offered by Pryor Seminars?
b. No b. Yes
10. Have you attended a seminar offered by another company?
b. No b. Yes
11. Overall, I am satisfied with the course.
Strongly Agree Agree Neutral Disagree Strongly Disagree
12. I will take another course with Prior Seminars.
Strongly Agree Agree Neutral Disagree Strongly Disagree
13. The information presented will be useful on my job.
Strongly Agree Agree Neutral Disagree Strongly Disagree
14. The instructor was knowledgeable about the subject matter.
Strongly Agree Agree Neutral Disagree Strongly Disagree
15. The seminar’s content was timely.
Strongly Agree Agree Neutral Disagree Strongly Disagree
16. The instructor met the stated course objectives.
Strongly Agree Agree Neutral Disagree Strongly Disagree
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Task 5. Create a new Summary worksheet in the workbook.
1) Create a new worksheet (titled Summary) in the workbook (myWorkbook.xlsx) created in Task 3. The purpose of this worksheet is to summarize data contained in the Response worksheet. For each question, the Summary worksheet should provide a count for each possible response. The count should reflect the number of times a particular response for the question was given. For instance, the Summary worksheet should show how many “1” entries, “2” entries, and “3” entries appear in the Location column for the Response worksheet. For questions 3 – 8, Dr. Pryor wants to see their averages, modes, and medians displayed in the Summary worksheet. The Summary worksheet should also provide the average, mode, and median class size.
The content and format of the Summary worksheet must be based on the Summary Worksheet Layout in Exhibit 10.
IMPORTANT NOTE: Use Excel functions to derive appropriate values for each row/column of the Summary worksheet. Excel functions MUST be used to derive every value in the sheet to receive full credit (Note: the function used, not the value, must appear in the function bar when the cell is selected). No credit will be given to assignments in which Excel functions are not used to derive values in the cells of the Summary worksheet.
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Task 6. Create several new worksheets (in the workbook) for data analysis.
Note: Depending on the version of Excel that you are using, you may or may not
have the referenced chart/style/formatting (i.e. stacked column, etc), or specific
graphs – select any from the ones available in your version of Excel.
Dr. Pryor wants to analyze the survey data at varying levels of detail. So far, you have entered the survey data into a Response worksheet and computed summarized results in the Summary worksheet. Dr. Pryor also wants to view data based on multiple conditions (such as satisfaction ratings for instructors by course). You have suggested to him that the PivotTable and PivotChart reports are very good tools for this type of analysis. He likes your suggestion and requested that you use these tools to provide answers to the following questions:
1) Which instructor was the most knowledgeable about the subject matter being taught? That is, which instructor had the highest percentage of strongly agreed responses (for Question 6) with respect to the total number of these responses given? Filter your PivotTable by Course No.
• Create a PivotTable report in the worksheet titled Q1InstrKnow.
2) What is the popularity of Pryor Seminar Courses? (Of the total number of students who have taken classes, give the percentages of the popularity of each course (in terms of the number of enrolled students) in comparison to all courses combined. Create a pie chart showing the percentage of offerings for each course as compared to the total courses offered.
• Create a PivotTable report AND a PivotChart report (Exploded Pie Chart) in the worksheet titled Q2CrsPopularity. Make sure to include BOTH, the PivotTable and PivotChart, on the same worksheet. Add a descriptive title to the PivotChart and format it with appropriate labels for a user-friendly presentation style. Be creative in formatting the chart.
3) How many respondents who have taken a seminar course with another company agreed or strongly agreed that they would take another course with Pryor Seminars?
• Create a PivotTable report in the worksheet titled Q3TakeAnother.
4) How did the students rate their instructor on the instructor’s ability to provide timely content? For each instructor, provide a percentage for each response. (Each instructor’s total percentage should equal 100%)
• Create a PivotTable report AND a PivotChart report (100% Stacked Column) in the worksheet titled Q4TimelyContent. Make sure to include BOTH, the PivotTable and PivotChart, on the same worksheet. Add a descriptive title to the PivotChart and format it with appropriate labels for a user-friendly presentation style. Be creative in formatting the chart.
5) For each course, how many students agreed or disagreed that the course was useful? Filter the report by class size, so that Dr. Pryor could analyze for correlations (if any) between the class size and the perception of the course usefulness. For example, Dr.
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Pryor wonders if students in smaller classes perceive the information presented in the course as more useful to their job than students enrolled in larger classes.
• Create a PivotTable report AND a PivotChart report (clustered 3-D bar) in the worksheet titled Q5CrsUsefulness. Make sure to include BOTH, the PivotTable and PivotChart, on the same worksheet. Format the PivotChart report using the Layout and Design tabs as follows:
i. Add a descriptive chart title ii. Use Chart Style 2 for the chart’s design
iii. Show data table with legend keys iv. Show primary vertical gridlines, and within that, show major and minor
gridlines.
6) Create a PivotTable and PivotChart reports of your choice.
1) As a consultant to Dr. Pryor, it is one of your tasks to think above and beyond of what Dr. Pryor had asked you to do. What other reports and charts would help Dr. Pryor perform additional analysis of survey data? You must first come up with a problem statement. Your problem statement can be about anything related to the analysis of Fred Pryor’s
Seminar workbook data. However, to receive full credit for #6, your problem statement must not be identical or very similar to the problem statements in questions #1 – #5. Enter the problem statement in cell A1 of worksheet titled Q6MyReport. Furthermore, make sure that the chosen chart type is relevant to the analyses of the problem statement. Next…
• Create a PivotTable report AND a PivotChart report (of your choice) in the worksheet titled Q6MyReport (include both reports in the worksheet). The reports must address your problem statements. Add a descriptive chart title and format it with appropriate labels for a user-friendly presentation style. Be creative in formatting the chart.
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Exhibit. 10 Summary Worksheet Layout. (note: this is a sample layout. For assignment 1, each cell of this worksheet must have an Excel function to compute the actual values)
Questionnaire Responses Summary
For September 2012 (two-week period) Class Size Location
Average xx Client Site (1) xx Mode xx PS (2) xx Median xx Another (3) xx
Question 1: PS
Attendance
Question 2: Attended Another
Attended PS and Another
Attended One or the
Other
Attended a
Seminar1
Never Attended
No (1) xx xx Yes (2) xx xx xx xx xx xx
Question 3: Satisfaction
Question 4: Another Course
Question 5: Course
Usefulness
Question 6: Knowledgea
ble
Question 7:
Timely Content
Question 8: Course
Objectives
Strongly Agree (5) xx xx xx xx xx xx Agree (4) xx xx xx xx xx xx Neutral (3) xx xx xx xx xx xx Disagree (2) xx xx xx xx xx xx Strongly Disagree (1)
xx xx xx xx xx xx Average xx xx xx xx xx xx Median xx xx xx xx xx xx Mode xx xx xx xx xx xx
Course No. Respondent
Count
RTS1 xx RTS2 xx RTS3 xx RTS4 xx RTS5 xx RTS6 xx RTS7 xx RTS8 xx RTS9 xx RTS10 xx Total xx
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Note: use Excel functions (e.g., COUNTIF) to determine summary values and replace ‘xx’ in each column/row with
appropriate values.
HINT1:When counting Course No.’s, you’ll need to put quotes around the criteria since it is alphanumeric (i.e. “RTS1”)
HINT2: To compute the values for the following columns: Attended PS and Another, Attended One or Another, Never
Attended, you will need to use the value of the Attend Seminar Before column in the Response Worksheet 1 Attended A Seminar column = Attended PS and Another + Attended One or the Other
Assignment Deliverable:
Assignment 1 is worth 50 points. You will turn in one file for this assignment. The file will be an electronic, working copy of your Excel workbook that meets the criteria specified in Tasks 1 – 6 (see above). The file will be in Windows Excel 2010 format (.xlsx), Excel 2013 or Excel 2016/365 and will contain ALL of the worksheets created by performing Tasks 1 – 6. When you turn in Assignment 1 file for grading, your worksheets MUST appear in the following order (from left to right):
1. Response worksheet (5 points) 2. Summary worksheet (7 points) 3. Q1InstrKnow (3 points) 4. Q2CrsPopularity (8 points) 5. Q3TakeAnother (3 points) 6. Q4TimelyContent (8 points) 7. Q5CrsUsefulness (8 points) 8. Q6MyReport (8 points)
Rename the Excel file you created for Assignment 1 (i.e., myWorkbook.xlsx) to the
following naming convention: first initial, last name, a1 (e.g., for Andy Smith’s assignment the file will be named asmitha1.xlsx). Upload your file to Blackboard using the appropriate upload link provided in Blackboard.
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Assignment 1 Grading Rubric (50 points):
The following list shows the points for each worksheet. It also shows the order that these worksheets are expected in the Excel workbook. Failure to adhere to instructions for submitting the deliverable will result in 5 points deduction from the overall final score for this assignment.
Partial credit may be earned for each worksheet.
RUBRIC CODE DESCRIPTION TOTAL POINTS
R Response Worksheet
• Missing or incorrect surveys at the end of the Response Worksheet
• Incorrect formula for Attended a Seminar column • Missing respondent number
Up to 5 points
S Summary Worksheet
• Incorrect formulas used to derive values for the cells of the worksheet
• No formulas used; values “hard coded” into the
worksheet
Up to 7 points
Q1 Q1InstrKnow Worksheet • Incorrect PivotTable results
Up to 3 points
Q2
Q2CrsPopularity Worksheet
• Incorrect PivotTable results • Incorrect PivotChart results • Wrong PivotChart type • PivotChart lacks formatting (e.g., chart title, labels)
Up to 8 points
Q3 Q3TakeAnother Worksheet
• Incorrect PivotTable results Up to 3 points
Q4
Q4TimelyContent Worksheet
• Incorrect PivotTable results • Incorrect PivotChart results • Wrong PivotChart type • PivotChart lacks formatting (e.g., chart title, labels, etc)
Up to 8 points
Q5
Q5CrsUsefulness Worksheet
• Incorrect PivotTable results • Incorrect PivotChart results • Wrong PivotChart type • PivotChart lacks the required formatting
Up to 8 points
Q6
Q6MyReport Worksheet
• PivotTable results do not correspond to the problem statement
• PivotChart results do not correspond to the problem statement
• Wrong PivotChart type • PivotChart lacks formatting (e.g., chart title, labels)
Up to 8 points
