代做Assessment 2: Case Study Report (S2, 2024)帮做R编程

Assessment 2: Case Study Report (S2, 2024)

Summary: This assignment involves evaluation of sales dataset of a hypothetical company (BBE) with an Analytics tool (Qlik Sense) and write a report accordingly. Dataset is available on Stream. You will be receiving training on Qlik Sense via Tutorial materials, and accompanying workshops in week 6 and 8.

Word limit: 1500 words +/- 10%

Weighing: 30%

Output Format: Microsoft Word Document

Submission deadline: 22 September, 2024 11:55pm NZT

1. The Case

Best Bike Ever (BBE) is a company started as a local family business more than 40 years ago in North America. The company sells a wide range of bikes, bike parts and accessories, as well as sport clothing and equipment related to biking. BBE grew rapidly in its first decade and soon expanded to an international business after few years with a dozen branches across several countries.

The CEO of BBE has recently been to a conference about Business Analytics where several companies shared their fantastic experiences and stories on how analytics help them to achieve business value and enhance competitive advantages. The BBE CEO was amazed to see how data-driven fact-based insights from analytics can improve decision-making in organisations which in turn increase profitability, performance and success. Upon returning from the conference, he placed a high priority on initiating an analytics project in BBE. As a graduate from Massey University who has successfully completed an Analytics course and learnt how to use relevant tools and techniques, you are assigned to the project team and your job is to embark BBE on Analytics!

2. Your Task

As a business analytics specialist, your job is to use Qlik Sense product to create a visual dashboard for BBE, analyse existing data, and write a report for BBE management providing them with your analysis on sales data.

Download BBE dataset (BBE Dataset.xlsx) from Stream (under Assessment 2 tab). It is an Excel file containing four Excel sheets holding the Internet sales information of BBE between 2017 to 2020. Then use what you learnt in lectures and Qlik Sense workshops to create a useful, informative, insightful and rich dashboard for BBE management to use.  Think about what diagrams/visualisations would be useful for the managers of BBE (so should be on the dashboard). Then use your dashboard to analyse the BBE sales data and write your report for BBE top management.

The intention of the report is to provide a good and informative summary of data to BBE management and bring the important and interesting highlights to their attention. Think about it this way: How would you write the report ifyou were really a staff of BBE and were asked to analyse the sales data and write a report for the  top management? Bring  in your judgment, imagination and creativity. Creativity is the spice!

What to include and discuss in your report (and your dashboard) is ultimately your choice. But as a guideline, your report, at least, should address the following points:

1-   Screenshot of the ENTIRE dashboard that you have produced with Qlik Sense platform. for BBE management, as an appendix (i.e., one screenshot of the whole dashboardsowe can see what you have built). You can also create a PDF of the dashboard and submit it as an separate appendix to your report (ie. as a separate file). Make sure to refer to the appendix in an appropriate place in your main report.

a.    At  least 9 (NINE) visualisations (graphs/charts) are required to be included in your dashboard.

b.    One of the visualisations (graphs) should be a trend of sales amount for the entire company over the years of 2017 to 2020.

c.    If the dashboard sheet extent further down your screen (which is likely to happen), take several screenshots (from top and bottom of the sheet) and include them all in your report.

2-   Analysis  of  status of  sales from the perspective of product categories and sub-categories, location of sales, timing of sales, customers, and similar (both in dashboard and the report)

3-   Discuss some of the most interesting graphs that you have created. What do they inform?

4-   Identify and discuss any interesting insight you can find in the sales information that you would like to bring to the attention of the managers, e.g., any interesting patterns?

5-   An addition to above, include a specific dedicated section in your report to answer the below three questions:

• Question 1: What was the bestselling product category in 2019 (in terms of $$$), and for this bestselling  product category, what is the trend of Sales in 2019?

(include a trend line)

• Question 2: What was the bestselling country in 2018?

• Question 3: What was the bestselling product category of January 2020, and what was the total sales amount for that category?

No specific discussion is needed when you are answering the above three questions. Just write the answer briefly and include clear   screenshots from relevant graphs in your dashboard to support/evident your answers.

Remember, this is a data-driven report. Everything that you say in the report should be backed-up by data. Your dashboard is your primary source. For example, if you say that product X was sold most in 2018, you should provide a screenshot of the  relevant graph  (from dashboard)  in your  report to support your finding/statement.

3. Access to Qlik Sense

Qlik Sense is a paid platform. but they allow academic access for students for free. To get the free student access, follow the instruction posted on Stream (Stream > Assessment 2).

4. Explanation of the data in the dataset

This section explains the data in the BBE Dataset.xlsx dataset file (available on Stream). This Excel file contains four different sheets which holds the Internet sales information of BBE: Products, Customers, Orders and Promotion

This is the explanation of the four sheets:

Table Name	Description
Orders	Data of internet sales. It includes the details of all internet sales transactions during the period of 2017- 2020.
Products	List of products and information about them
Customers	List of customers and information about them
Promotion	Information about promotions

Below is a diagram showing the relationship between these six tables (that together present Internet Sales information of the company):

Data in Orders table (or sheet) is connected to the other tables with a number of Key fields.  For example, ProductKey field in Products table tells you which product was sold in each transaction. As an example, in the first line of data in Orders, you can see that ProductKey is 310:

Then, when you refer to the table of the Products, you will see that product 310 is a Road Bike and its name is Road-150 Red, 62 :

Same logic applies to the other tables. For instance, the customer who bought product 310 is customer 21768 (in Orderstable/sheet):

From the Customers table, the name of this guy is Cole A Watson, born on 19/02/1952, a male, with bachelors degree in management, etc:

The name of the fields in the tables are quite self-explanatory, however, description for some of the fields is provided below (not all fields and all tables as many are very obvious from the names):

Orders:

Field	Description
ProductKey	The field that connects this table to Products table (code of the product)
OrderDateKey	Date of order
DueDateKey	Due date for order
CustomerKey	The field that connects this table to Customers table (code of customer)
PromotionKey	The field that connects this table to Promotion table (code of promotion)
SalesTerritoryCountry	The name of the Country of the order
SalesTerritoryGroup	The reign group of the order
SalesOrderNumber	Serial number of the order
SalesOrderLineNumber	Line number in the order (each order can have several lines/products)
UnitPrice	Unit price of the product
ProductStandardCost	The standard cost of obtaining the product
TaxAmt	Tax amount

Customers:

Field	Description
CustomerKey	Customer code
HouseOwnerFlag	Whether the customer own a house or not
CommuteDistance	How much commute per day

Product:

Field	Description
ProductKey	Product code
ProductAlternateKey	An alternative product code
ProductName	Product Name
ProductSubcategory	Sub-category of product
ProductCategoryName	Category of product
ModelName	Model of the product

Promotion:

Field

Description

PromotionKey	Code of promotion
EnglishPromotionName	Title of promotion
DiscountPercent	Discount percentage
EnglishPromotionType	Type of promotion
PromotionCategory	Category of promotion