Question
How would you make the reports in PR Figures 10-1 and 10-2 look better? After you improve the design of the reports, explain why you
How would you make the reports in PR Figures 10-1 and 10-2 "look better"? After you improve the design of the reports, explain why you make the changes you did. For each report, first make a list of the possible improvements. Provide at least seven possible improvements for the report shown in PE Figure 10-1 and at least eight improvements for the report shown in PE Figure 10-2. Then, use Excel to create revised reports based on the improvements you suggested.
It was late. Sally Fukuyama, assistant director of market-ing, knocked on the slightly open door of Jim Watanabes office. Jim was the project director for the No Customer Escapes customer loyalty system for Petrie ElectronicsYeah, come in, Jim called.Hi Jim, Sally said, pushing the door open further. Are you getting ready to leave?Well, I was thinking about it, but something tells me that Im probably not leaving any time soon. Whats up?I just got an e-mail from John [John Smith, the head of marketing at Petrie]. He has a whole bunch of reports he wants this system to generate, Sally replied. She took the stuffed manila folder in her hand and dropped it on Jims desk.What is all this? he moaned.John says all of these reports are absolutely essential. He says you should be able to generate all of the neces-sary data from the new customer loyalty system.It will take forever to work out the specific designs on all of these reports, Jim said. Im going to need a lot of help on this. Jim dropped the folder on his desk.Sorry, Jim, Sally said. Ill help you tomorrow, but I really need to go.OK, bye, Jim said, as Sally left his office.He opened the folder and started to look at what was there. Some of the report requirements were more com- plete than others. One of the reports near the top of the heap focused on listing the best customers, based on how much they had spent in a particular month. Ill start with this one, Jim thought. I think Ill do a quick design in Excel.Jim worked on the report design for 15 minutes. His first cut is featured in PE Figures 10-1 and 10-2. PE Fig-ure 10-1 shows the high-level summary report, which lists only the names of the customers, where they are from, and the total they spent during a given month. PE Figure 10-2 shows the details of what each customer bought.Well, Jim thought, These are certainly practical designs for these reports. They show what John says he wants, but they sure are ugly. I wonder how I can make them look better. No time for that now. I have to start work on all of these other report designs. How many are there? A hundred? Sure seems like it. Maybe I can get the interns to work on some of this. It would be good for them. Jim looked over the next suggestion for a report from Johns stack of requests.
Petrie's Best Customers by Monthly Purchases March 2017 Purchases 5 Customer 6 Customer Name Customer ID Home City State Quantity SKU 7 Francesca Jones 43218765-991 New Orleans LA Description Amount Total Total 2 67890 50 Panasonic 3D TV 1398.95 2797.90 3327.65 69.95 279.80 249.95 249.95 4 98000 8' HDVI cables 1 44441 Flat screen TV stand 1 34567 19" computer monitor 1 34447 Dell desktop 1 34889 HP laser printer P1102w 99.99 99.99 2134.35 10 Ahmad Walgreens 12345678-990 Yuba City CA 345.56 345.56 149.95 149.95 1398.95 1398.95 69.95 139.90 12 13 1 67890 50 Panasonic 3D TV 98000 8' HDVI cables 1 1 1 2 1398.95 1398.95 2038.75 67890 50 Panasonic 3D TV 44441 Flat screen TV stand 67888 Petri's 7.1 surround sound set 2 98000 8 HDVI cables IA 15 Wilma Sanchez 45645699-990 Lamoni 249.95 249.95 249.95249.95 69.95 139.90 18 19 20 21 Detail report Summary report Sheeta Petrie's Best Customers by Monthly Purchases March 2017 5 Customer 6 Customer Name Customer ID Home City State Total 7 Francesca Jones43218765-991 New Orleans LA 3327.65 8 Ahmad Walgreens 12345678-990 Yuba City CA 2134.35 9 Wilma Sanchez 45645699-990 Lamoni 10 Sylvia Pollock 11 William Peace 12 Jose Gonzalez 13 D'Andre Martinez 14 John Smith Grand IA 2038.75 Los Angeles CA1988.94 FL 1645.87 GA 1543.34 New York NY 1109.15 Las Vegas NV 1065.34 Tampa Atlanta Petrie's Best Customers by Monthly Purchases March 2017 Purchases 5 Customer 6 Customer Name Customer ID Home City State Quantity SKU 7 Francesca Jones 43218765-991 New Orleans LA Description Amount Total Total 2 67890 50 Panasonic 3D TV 1398.95 2797.90 3327.65 69.95 279.80 249.95 249.95 4 98000 8' HDVI cables 1 44441 Flat screen TV stand 1 34567 19" computer monitor 1 34447 Dell desktop 1 34889 HP laser printer P1102w 99.99 99.99 2134.35 10 Ahmad Walgreens 12345678-990 Yuba City CA 345.56 345.56 149.95 149.95 1398.95 1398.95 69.95 139.90 12 13 1 67890 50 Panasonic 3D TV 98000 8' HDVI cables 1 1 1 2 1398.95 1398.95 2038.75 67890 50 Panasonic 3D TV 44441 Flat screen TV stand 67888 Petri's 7.1 surround sound set 2 98000 8 HDVI cables IA 15 Wilma Sanchez 45645699-990 Lamoni 249.95 249.95 249.95249.95 69.95 139.90 18 19 20 21 Detail report Summary report Sheeta Petrie's Best Customers by Monthly Purchases March 2017 5 Customer 6 Customer Name Customer ID Home City State Total 7 Francesca Jones43218765-991 New Orleans LA 3327.65 8 Ahmad Walgreens 12345678-990 Yuba City CA 2134.35 9 Wilma Sanchez 45645699-990 Lamoni 10 Sylvia Pollock 11 William Peace 12 Jose Gonzalez 13 D'Andre Martinez 14 John Smith Grand IA 2038.75 Los Angeles CA1988.94 FL 1645.87 GA 1543.34 New York NY 1109.15 Las Vegas NV 1065.34 Tampa Atlanta
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