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Individual Assessment
Overview
This final Assessment 3 - Part A (30%) has three sections (see below). In this assessment, you will analyse financial statements and visualise in Excel, find a dataset for use in your data analytics and visualisation using Tableau or Power BI as an aid to write a data story, and then present that story to nominated audience using a 3-minute video recording. This assessment will measure your ability as per the marking criteria described below. A rubric is provided as a general marking guide.
- Section 1: By using your learning throughout the course you will undertake financial statement data analytics and visualisations tasks in Excel. Datasets are provided.
- Section 2: By collecting own dataset you will prepare four (4) visualisations and a dashboard with two interactive features in Tableau or Power BI (your choice), describe the dataset as per assessment requirements below, and write a short story using the visualisations, dashboard and narratives.
- Section 3: By recording a 3-minute video presentation you will tell the story from Section 2.
Assessment Details
- Section 1 (10 marks): Datasets are provided to you (see below). Use your learning throughout the course to undertake financial statement data analytics and visualisations in Excel. Undertake vertical and horizontal analysis of financial statements by preparing a Pivot table, an interactive/dynamic dashboard with visualisations (e.g., sparklines). You must submit your Excel file with answers to the assessment requirements and questions. You can create different tabs in the Excel file to answer different parts of questions.
- Section 2 (10 marks): You must collect your own dataset for this Section 2. You need to describe the dataset by answering a few questions (see assessment instructions/requirements below), you need to prepare FOUR (4) visualisations and a dashboard with two (2) interactive features in Tableau or Power BI and write a short story from the analysis and visualisations. You can choose your story based on your dataset and visualisations as long as there is an accounting aspect (variable) in your story. Accounting must be present in one of your visualisations and in your narrative story. You may link accounting (from any domain of accounting such as managerial, financial, audit, and taxation) with wider issues of sustainability, ESG, SDGs, climate change, environmental management, accounting profession, and other broader social, environmental and business/corporate issues for your story. Think about what interesting story you can tell with the analytics and visualisations from you dataset. Submit a written story in a Word document with four (4) visualisations along with the answers to the Section 2 questions in a word document as well as your Tableau or Power BI workbook.
- Section 3 (10 marks): Video stories provide deeper meaning behind the data analytics and visualisation. Video presentations make stories more meaningful and insightful. For this assessment task, you can have a bit of fun creating a 3-minute video clip for a target audience of board of directors and senior executives of an organisation. For this Section, submit a 3-minute video story based on the with data analytics and visualisations from Section 2 of this assessment but do not just repeat what you have written in the Word report in Section 2. See below for more information and guidance about video storytelling.
Assessment Requirements
Section 1 (10 marks)
Overview
Create a dynamic financial statement analysis where values are pulled from a set of financial facts based on a company ticker.
Assessment Instructions & Criteria
To create a dynamic spreadsheet, you must first create a PivotTable (Excel) from the dataset and then create simple horizontal and vertical analysis with Sparklines to answer the following questions. For Section 1 you need to submit your Excel file with the answers to the following questions:
Question 1. Submit your excel file with the PivotTable. (2 marks)
Question 2. Submit your excel file with horizontal and vertical analysis with sparklines. (2 marks)
Question 3. Show the Net Income value for IBM & ABT in 2020 (Round to the nearest million dollars.) (1 mark)
Question 4. Show the Net Income value for HD & BIIB in 2020 (Round to the nearest million dollars.) (1 mark)
Question 5. Show the Net Income value for MSFT & CAT in 2020 (Round to the nearest million dollars.) (1 mark)
Question 6. Show the value of [Current Assets] or Assets Current for NKE & CVX in 2020 (Round to the nearest million dollars.) (1 mark)
Question 7. Show the direction of the cost of revenue trending for AAPL & MSFT. (1 mark)
Question 8. Show (in which of the three years analysed) in which year the operating expense highest as a percentage of revenue for PG & GE? (1 mark)
Download Dataset:
· Lab 8-1 SP100 Facts and Script.zip - 601KB Zip / 607KB Excel / 18KB Text
· Lab 8-2 SP100 Facts Pivot
Note: If you have difficulty in download the data from here, please download from Assessment 3 Part A. If your file extension is .xls then please save it as .xlsx for analysis in Tableau or Power BI.
Section 2 (10 marks)
Overview
This section of the assessment task requires you to prepare a visualization storytelling report which includes four (4) visualisations from Tableau or Power BI using a publicly available dataset (e.g. ABS, World Bank etc) that you collected. The detailed description of this task is provided below where you need to demonstrate understanding of accounting data analytics and visualisations concepts covered in this course. Please provide a 700 word (+/- 10%) narrative that explores your question and shares a story that will benefit your audience.
Assessment Instructions
Please include the following sections (note: visualisations and reference list do not count toward word count).
1. Introduction and Background. Discuss, in brief, your motivation for this dataset. Please include any sources that inspired you picking your topic. Give context and relevance. What do you want to learn and accomplish? What questions do you want to answer? How will your project benefit others?
2. Datasets. Describe the dataset(s) that you are using (you need collect at least one dataset). For the dataset include:
· Who collected the data? Who funded the project that the data came from? Other important information about the dataset?
· Why was the data created and for what purpose?
· What is the timeline or lineage of the data?
· Define and describe the variables included in the dataset.
· How large is the dataset (cases, how many and what are the variables)?
· What locations are included in the dataset?
· Describe how the datasets will help you achieve your goals/questions that posed in your introduction, including any limitations.
3. Data Story. The weekly exercises and examples shown in our workshops (Weeks 1-12) can help you craft your data story.
· Create at least four (4) visualisations and a dashboard in Tableau or Power BI. Please include at least one map, at least one bar, at least one table, and at least one line chart.
· For each visualisation:
o Tell the reader which data set (if using more than one) each variable comes from, the units (or categories) of the variable, and any other additional information. Please explore and reference accompanying documentation! Are there any limitations in the data set? Are there any definitions to share?
o As mentioned above, make sure that your variables are clearly defined.
o Please paste these visualisations in your document at appropriate points in your story/narrative.
o Demonstrate how the visualisations addresses your question/goal.
· Create a Tableau or Power BI dashboard that includes at least four (4) visualisations and at least two interactive features.
· Compose a story/narrative that describes your visualisations and tells your audience a story that meets your goals stated your introduction.
· Please apply the concepts and principles that we have covered in this course.
4. Summary and Conclusions.
5. References. Please use quality references for in-text citations and end-reference list in your report.
6. Submit Your Story in Word. Please submit in a word document with the copies of visualisations and a dashboard as well as the workbook from either Tableau or Power BI. Make sure all data sets and all charts are included with at least two interactive features.
Supporting Resources
Try to locate potential sources of relatively large dataset (with at least 5,000 rows) that are suitable for either Tableau or Power BI. You are allowed to use more than one dataset to prepare your visualisations for your storytelling. Please remember to check the terms and conditions associated with each dataset to ensure that it can be used for your assignment purposes. Remember that before using any dataset, you should understand its limitations and restrictions, and ensure that it is suitable and legal for your intended use. You should also preprocess and clean the data before inputting it into Tableau or Power BI, to ensure it's in the right format and doesn't contain any errors or inconsistencies.