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Business Communication: Since your case analysis report is a formal business document


Business Communication Assessment


Business Communication: Since your case analysis report is a formal business document, your responses should be written in well-organized paragraphs, using the rules of English grammar, punctuation, and, sentence structure. A word count is provided to guide you on the length that is appropriate for each question.


As a reminder: all answers to narrative questions must be your original work in your own words. Copying the work of another student (either in the current or prior semester or reusing your own work from this class or another class) or copying information from the web or any other source will be considered as plagiarism. As a reminder, all assignments are checked using TurnItIn.com.



Check the Course Schedule document for the CA 3 assignment due date.



Important Note for Mac Users


As a reminder, you are expected to use Microsoft Excel 2016 or later versions for Windows when completing assignments in MIS 112. For those who use Office for Mac OSX, Microsoft Office 2011 for OSX does not have support for “slicers.” Since you will need to use slicers to complete this assignment, if you have a Mac with an older version of Excel, you will need to run the Windows version of Office (e.g., through VCAT), or use a Windows computer at an on-campus lab. Excel 2016 for Mac and newer versions (365 and 2019), however, allow the access to slicers.




Task 1


Examine the image below which shows a validation error in cells A6 and A10 of a spreadsheet.





Task 1(a): In your own words, explain (range: 25-50 words), what kind of data validation rule you think is in place for cells A5-A14 (focus on the validation criteria), and how you reached that conclusion.


Task 1(b): In your own words, describe (range: 50-75 words) an example (e.g., taken from your personal experience or from the financial data used for Question 2) that you have encountered that used/uses data validation rules when collecting data, and explain the importance of using validation rules in this case.


Task 2 – Preparing your data for analysis


You are working for a hypothetical company, Financial Services of Southern Arizona (FSSA). FSSA is analyzing stock market transactions placed by its customers. They have requested you to help with the data analysis.


Begin by downloading the attached Excel workbook called: CA3_Datafile.xlsx


The data (contained in the CA3_Datafile.xlsx workbook file under the RawData worksheet) contains the following columns:

TransactionID (each transaction has its own unique identifier),

CustomerID (the identifier of the customer making the transaction),

State (where the customer lives),

Ticker (stock ticker symbol),

Sector (of the stock, e.g., AAPL belongs to the sector Information Technology)

Qty (number of units of the stock bought or sold),

UnitPrice (unit price for the stock market transaction),

Total Dollar Value of the transaction (i.e., Qty * UnitPrice).


Select the Analysis worksheet, and complete the following steps:


Enter your 8-digit studentID (do not use your CatCard number) in Cell B1.

Enter your name in cell B2 (using the format: LastName, FirstName).


Task 2(a): Copy and paste from your Excel spreadsheet, the cells (A1 through B4), which contain your student ID, name, row-label filter, Slicer values to document the sectors and locations you will use for your analysis.


Please paste the cells into your report template document in the space provided. The data should be pasted as a Word table (not as an image, nor an embedded Excel object/file). The simplest way to do this is to select your table in Excel, copy it, and paste it on your Word report template.


Make sure all parts of your answer are easily readable (adjust column widths and row heights as necessary), as shown in the example on the

right; however, do not redact cells B3 and B4 (i.e., be sure your list of row label filters and slider locations are visible in your report)


Next, in the RawData worksheet: enter the formulas to complete the two missing column entries (note: you must complete this step before proceeding to the creation of the pivot table).


In the State column (column C), enter a VLOOKUP() function that will find the state each customer lives in (based on the CustomerID (column B) in the RawData worksheet) using the Customers worksheet, which contains each customer’s data (including IDs, names and states).

In the Sector column (column E), enter a VLOOKUP() function to find the sector for each stock (based on the Ticker symbol (column D) in the RawData worksheet) using the Stocks worksheet, which contains each stock’s data (including its ticker symbol, stock name and sector).



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