BUSN 420 Major Project Assignment/ry7gc

BUSN 420 Major Project Assignment Instructions

Technology plays an essential role in supporting decision-making. Businesses rely on data-driven insights to improve efficiency and optimize operations. This major project will focus on supporting decision-making by exploring some of the features within Microsoft Excel, including the basic filter, custom filter, conditional formatting, as well as pivot tables. Understanding these features enhances an organization’s ability to analyze large datasets effectively.

Let’s assume that you work for a small business and have been asked to perform the following tasks to aid in various decisions:

Show all information for only customers who live in the North region. Filtering data based on geographic location helps businesses tailor marketing and service strategies.

Show all information for only customers who (a) live in the North region, (b) own their homes, and (c) have only one household member. These filters allow for the identification of specific customer segments for targeted advertising.

Show all information for customers who have at least 4 household members. Large household sizes can indicate higher potential purchase volumes or unique service needs.

Show all information for customers who (a) have spent less than $20 or (b) more than $100. This analysis helps businesses understand customer spending behaviors and adjust pricing or promotions accordingly.

Show all information for all customers highlighting those customers who have spent more than $100. Highlighting high-value customers can assist in loyalty program development and personalized marketing.

Provide a two-dimensional table that counts the number of customers by the categories of REGION and RENT VS. OWN. This table helps businesses analyze housing trends in different regions and their impact on purchasing behaviors.

Provide a two-dimensional table that both (a) counts the number of customers and (b) sums the TOTAL PURCHASES of customers by the categories of REGION and RENT VS. OWN. Summarizing both customer counts and total purchases gives a comprehensive view of regional sales performance.

Provide a three-dimensional table that counts the number of customers by the categories of REGION, RENT VS. OWN, and NUM HOUSEHOLD. A three-dimensional pivot table allows deeper insights into demographic patterns and purchasing trends.

First, read the attached Extended Learning Module D: Decision Analysis with Spreadsheet Software document. This document provides foundational knowledge on decision analysis techniques. Then, create the requested worksheet summaries listed above. These exercises will help you develop practical skills in data analysis.

You will need to use Microsoft Excel to complete this assignment. Familiarity with Excel’s advanced features is critical for effective data-driven decision-making. Microsoft Excel is available at no cost to Regent students via the Office 365 application. Utilizing this resource ensures all students have access to the necessary tools.

The XLMD_Customer.xlsx data file should be used to complete the assignment. This dataset contains the required information for the tasks outlined above.

Once you have completed each request, please submit one Excel document, including 8 worksheets illustrating each exercise. Proper organization of worksheets ensures clarity and ease of evaluation.

BUSN 420 Major Project Grading Rubric

Basic Filter

Task

Possible Points

Actual Points

Show all information for only customers who live in the North region.

5

Show all information for only customers who (a) live in the North region, (b) own their homes, and (c) have only one household member.

10

Comments:

15

Custom Filter

Task

Possible Points

Actual Points

Show all information for customers who have at least 4 household members.

10

Show all information for customers who (a) have spent less than $20 or (b) more than $100.

15

Comments:

25

Conditional Formatting

Task

Possible Points

Actual Points

Show all information for all customers highlighting those customers who have spent more than $100.

10

Comments:

10

Pivot Tables

Task

Possible Points

Actual Points

Provide a two-dimensional table that counts the number of customers by the categories of REGION and RENT VS. OWN.

15

Provide a two-dimensional table that both (a) counts the number of customers and (b) sums the TOTAL PURCHASES of customers by the categories of REGION and RENT VS. OWN.

Enhancing Decision-Making with Microsoft Excel: A Data Analysis Project