1 AT3: Individual Assignment BFA747 Semester 2, 2023 Data Analytics for Accounting Assignment Type: Individual assignment Weighting: 35% Due Date: Written Report is due on the 16th October (Monday: 11:59 PM AEDT) Submission: Upload files on to MyLO. Click here for link to upload written report. Submission Files 1. Word file of Report 2. Excel file(s) showing calculations 3. Screenshot of assignment cover page uploaded to individual students personal MPA Pebblepad Context You serve as the accountant at "OfficeWorx Ltd," a company that supplies furniture, office equipment, and technology products to both individual and corporate customers across the United States. A new CEO has recently taken the helm, expressing a keen interest in gaining a deeper understanding of the company's performance and areas where improvements may be needed. Following a meeting with the Chief Financial Officer (CFO), who is your immediate superior, you have received the following email: Dear [Your Name], I recently had an initial meeting with our new CEO, and he has expressed significant concerns about our business's financial performance. I recall you mentioning that you've been enhancing your skills in data analytics within the field of accounting. I would greatly appreciate it if you could prepare a comprehensive report that leverages data analytics using our accounting data. This report should address the following objectives: 1.) Provide a comprehensive overview of the business's financial performance over the last three years. 2.) Identify specific areas within the business that exhibit potential for improvement. 3.) Offer well-founded recommendations on strategies to enhance these identified areas. I kindly request that you submit this report to me by the 16th of October (Monday) at 11:59 PM AEDT. Should you have any questions or require further clarification, please do not hesitate to reach out. Warm Regards, James Sink CFO, OfficeWorx ------------------------------------------------------------------------------------------------------------------------ 2 What youll need to complete the assignment? Files The dataset necessary for the assignment can be accessed through the provided link here. Software: 1- A word processor software such as Microsoft Word or Apple Pages for document preparation. 2- Spreadsheet software like Microsoft Excel or Apple Numbers for data analysis and manipulation. 3- Data visualization software, specifically Tableau, for creating visual representations and charts based on the data. Make sure you have these software tools installed and ready for use before you begin the assignment. Report to be submitted Your report to the CEO should effectively apply the principles of data analytics you've learned in the unit. Here are the key guidelines for preparing your report: Cover Page: The report should begin with a cover page that includes your student details. Structure: The structure of your report can be flexible based on how you prefer to present your analysis and information. You can use sections with headings and subheadings to organize your content effectively. References: While you can complete this assignment without referencing academic or general sources, if you choose to refer to any materials, it's crucial to correctly cite them in-text (e.g., Alshamari, 2023) and include a proper reference list or bibliography. Word Count: There is no strict word limit for this report, but it's suggested to be between 2,500 to 3,000 words in length. Ensure that your report is well-structured, effectively communicates your analysis, and provides recommendations based on your findings. Don't forget to adhere to proper citation and referencing guidelines if you use external sources. Other Files for Submissions While not directly marked, you are expected to upload your excel file(s) that were used in your analysis. The excel file must be uploaded in order for the word report to be graded. You also need to upload a screenshot of the cover page of your assignment to your personal MPA Pebblepad portfolio. Click here if you have not created your Pebblepad portfolio. If you use Tableau for any data visual used in the report then please use your Tableau online account as we will refer to this as well. 3 If any of the files (excel, screenshot to Pebblepad, Tableau map on online student account) are missing then the students mark will be withheld. The files will also be checked to ensure that the student is the actual author of the files and that the data in the files matches the report. Any discrepancies will be thoroughly investigated and potentially could attract penalties. The next page presents the rubric that will be used to grade the written report: 4 Appendix Written Report Rubric (20 marks 35%) Criteria Exceeds Standard Meets Standard Nearly Meets Standard Does Not Meet Standard No Evidence Points 4 3 2 1 0 Technical software skills (Use of excel functions and Tableau) The student has demonstrated a great depth of knowledge and skill in their use of excel and Tableau. The student has demonstrated a good depth of knowledge and skill in their use of excel and Tableau. The student has made a fair attempt and demonstrated some understanding of excel and Tableau however, there were a number of issues which highlights a lack of competency. The student has demonstrated a lack of understanding of data analytics in their n their use of excel and Tableau. There is no evidence to demonstrate learning or understanding of excel or Tableau. Asked relevant questions The questions constructed by the student to meet the requirements of the CEO are: 1. Relevant 2. Clear and specific 3. Answerable from the data 4. Complete (the questions will help the CEO understand, identify areas of improvement and help in The questions constructed by the student for the analysis meets only 3 of the 4 criteria below: 1. Relevant 2. Clear and specific 3. Answerabl e from the data Complete The questions constructed by the student for the analysis meets only 2 of the 4 criteria below: 1. Relevant 2. Clear and specific 3. Answerabl e from the data Complete The questions constructed by the student for the analysis meets only 1 of the 4 criteria below: 1. Relevant 2. Clear and specific 3. Answerabl e from the data Complete The student has not explicitly stated questions to inform their analysis. 5 formulating recommendations) Mastery of Data, Analysis and interpretatio n of data The student has mastered the data and demonstrated excellent skills in analyzing the data and interpreting it to the CEO. The student is highly competent with the data and demonstrated very good skills in analyzing the data and interpreting it to the CEO. The student is competent with the data and has made a fair attempt at analyzing and interpreting the data however, there were a number of issues which highlights a lack of competency. The student has failed to demonstrate competency with the data and the students analysis and interpretation is incorrect, unclear and fails to assist the CEO in their decisionmaking purposes. There is no evidence to demonstrate the student has analyzed and interpreted the data. Sharing the story The student has demonstrated excellent application of the principles of effective communication using visualizations in their report. The student has demonstrated very good application of the principles of effective communication using visualizations in their 4. report. 4. The student has demonstrated good application of the principles of effective communicati on using visualization s in their report. 4. The student has failed to apply the principles of effective communicati on using visualization s in their report. There is no evidence that the student has used visualizations in their report. 6 Structure, Language and Referencing The report has an excellent structure that is clear, logical and provides a coherent framework for the story. The language and tone of the report is appropriate for a formal business report. There are no or very minor and few grammatical or spelling mistakes in the report. There is proper referencing used in the report and references are relevant to the ideas to which they support (Note: Students do not have to use references in their report if they are purely basing their report on their own analysis. However, if they are making statements which were drawn from a reference and/or references are used in the report then proper referencing will be required and assessed. One of the factors identified in Exceeds Standard criteria is not sufficiently met. Two of the factors identified in Exceeds Standard criteria is not sufficiently met. Three of the factors identified in Exceeds Standard criteria is not sufficiently met. All of the factors identified in Exceeds Standard criteria is not sufficiently met.

Attachments:

at3-individua....pdf

officeworx---....xlsx