Merge branch 'main' into tableau-4

content/appendices/spreadsheet-mastery/_index.md

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+chapter = false
+title = "Spreadsheet Mastery"
+date = 2024-01-08T10:24:35-06:00
+draft = false
+weight = 1000
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+
+## Content Links
+
+{{% children %}}

content/appendices/spreadsheet-mastery/exercises-2/_index.md

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+title = "Spreadsheet Mastery: Exercises Part 2"
+date = 2024-01-08T10:24:35-06:00
+draft = false
+weight = 3
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+
+The Order Summary Report that you submitted last week was well received by your department director and the key stakeholders in external departments.
+
+The stakeholders have requested a set of interactive PivotTables in addition to the static report, so you schedule a meeting with your department director and the interested parties to gather requirements for the build.
+
+## Requirements
+1. In Microsoft Excel
+1. Focuses on Shipping Status categories
+1. One workbook with multiple worksheets, including:
+   1. Summary Report for Total Reporting Period (as currently exists)
+   1. PivotTables by previously defined categories 
+   1. All KPI calculations included
+   1. Category slicers
+   1. Date timeline selector
+   1. Related Charts and Graphs
+
+The specifications are simple. The stakeholders know the information they want to access and how they would like to interact with the data, but they are not particular about the overall design. This leaves the design and build almost entirely to your professional opinion.
+
+You decide to create a mockup of several PivotTable options to review with your department director before you finalize the components that will be included in the final deliverable.
+
+## Your Plan
+
+Use the template file that you kept from last week’s Order Summary Report, add a new worksheet and name it Mockup. Be sure to build all components in this worksheet to keep your template workbook organized. Number formats and field header naming conventions should align with the Summary Report when possible.
+
+Create the following PivotTables:
+
+1. `Order Count`, `Sales $`, `% TTL Orders`, `% TTL Sales $`, `AOV`, `Total Units`, `% TTL
+Units`, and `UPT by Status`. Status in rows and values in columns. It should look
+like this:
+
+   ![pivot tables required](./pictures/pivot-tables-required.png)
+
+1. Create the same PivotTable with both the status and the values in the rows. Drag values before status and status before values. Decide which view you like best and keep this component. Note to Self: Copy/Paste previous PivotTable and edit pasted copy where applicable to save time.
+1. Create the same PivotTable with the values in the rows and the status in the columns.
+1. `Order Count by Status`. Status in rows and values in columns.
+1. `Sales $ by Status`. Status in rows and values in columns.
+1. `Unit Count by Status`. Status in rows and values in columns.
+1. `AOV by Date`. Date in rows and values in columns.
+1. `UPT by Status`. Status in rows and values in columns.
+1. `% Total Orders`, `% Total Sales $`, and `% Total Units` for each status. Status in rows and values in columns.
+1. Create another PivotTable identical to Step 1 but replace `Status` with `Fulfillment_Status`.
+1. Create another identical PivotTable and add `ship-service-level` as the first category, appearing before `Fulfillment_Status` in the rows. Reorder the categories. Decide which view you like best and keep this component.
+1. Create another PivotTable that displays `Order Count by Sales Channel` and then by `Status`. Categories in rows and values in columns.
+1. Create another PivotTable that displays `Sales $` and the numerical rank of the `Sales` volume by `Status`. Category in rows and values in columns. Sort this table by `Rank`, largest to smallest.
+1. To conceptualize different style options that you might consider for your final dashboard solution, apply different formatting options to each PivotTable using the PivotTable Styles and PivotTable Options menus.
+1. As you continue to develop and format components, you realize that you want to use one worksheet per component to make additional room to add Slicers, Timelines, and Charts. Use the Move PivotTable action from the ribbon to move your components to new worksheets, renaming the worksheets to numbers that align with these Step numbers (1,2,3, etc.).
+1. Add Category Slicers and Timeline Selectors to each PivotTable. Adjust slicer connections to control only the PivotTable on the related worksheet. Use the formatting menus for the slicers and timelines to design each one differently, aligning these controls with the aesthetic of the PivotTable. Notice how your PivotTables update when different slicer and timeline options are selected.
+1. Create PivotCharts for the following PivotTables. Spend time updating the formatting options to best display your visualization, Axis Title, Axis Labels, data labels, etc. Charts should be visually appealing and easy to read. Remember that these charts will update dynamically based on the slicer and timeline selections, so be sure to test the appearance of each before you finalize.
+   1. 2-D Pie Chart for PivotTable 4 displaying the `Order Count per Category`. Sort by `Orders`, largest to smallest, and update slicer to only display the top 5 categories.
+   1. Column Chart for PivotTable 5 displaying the `Sales $ per Category`. Sort by `Sales $` from largest to smallest.
+   1. Line Chart for PivotTable 7 displaying the `AOV` over time. Add a trend line.
+
+Your department director asked that you provide a status update as you build out different component and style options, so you decide to stop here to send the workbook for review.
+
+Upload the Microsoft Excel Workbook to Canvas under Class 5 Exercises: Order Summary Pivots and click *Submit*.

content/appendices/spreadsheet-mastery/exercises/_index.md

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+title = "Spreadsheet Mastery: Exercises"
+date = 2024-01-08T10:24:35-06:00
+draft = false
+weight = 1
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+
+Your responsibilities as a Data Analyst at Amazon encompass both reporting and analysis across various departments. Recently, your team received a request for a comprehensive analysis of shipping speed and status for orders shipped to India over the past three months. Upon reviewing the request, your department director concluded that more information is necessary before deciding to proceed with a full analysis.
+
+As a result, your director has asked you to compile a concise report summarizing sales orders and associated shipping information from March 31, 2022 to June 29, 2022.
+
+Additionally, your director would like specific information for a random sample of orders, for which the order IDs have been provided.
+
+The initial reporting request specifies the following metrics, KPIs, and sample order information:
+1. Reporting Period Begin Date.
+1. Reporting Period End Date.
+1. Count of days in Reporting Period.
+1. Date of report preparation.
+1. Total Order Count.
+1. Total Unit Count.
+1. Total Sales Dollars.
+1. Average Order Value (AOV).
+1. Average Unit Retail (AUR).
+1. Units Per Transaction/Order (UPT).
+1. Sales Dollars and % of Total Sales Dollars by Shipping Status Category.
+1. Unit Counts and % of Total Units by Cancellation Status.
+1. Date, Status, Ship Service Level, Units, Dollars, City, State, and Zip Code for these 20 Order IDs:
+
+| Order ID                | Order ID                |
+|-------------------------|-------------------------|
+| 404-2822073-6488362     | 402-3840492-4873917     |
+| 407-1425428-0087544     | 408-8226426-6214707     |
+| 406-9907647-1673953     | 404-8659996-0325913     |
+| 408-0047275-3547510     | 403-1323278-1035515     |
+| 408-6217530-3383522     | 406-0203534-2738746     |
+| 402-5622441-3675529     | 403-9063524-5621118     |
+| 407-0452640-1414754     | 406-9685702-0163562     |
+| 403-7617865-0366735     | 407-5692596-2928364     |
+| 408-5897470-5138724     | 404-1500003-2290719     |
+| 408-7795853-5203551     | 405-6656663-7334729     |
+
+
+Ship Service Level and Zip Code for these 20 Order IDs:
+
+| Order ID                | Order ID                |
+|-------------------------|-------------------------|
+| 408-0897859-0872345     | 406-5667488-4807518     |
+| 404-5192536-7610731     | 404-0385252-9830703     |
+| 402-1319583-3594710     | 402-4130969-7199506     |
+| 405-0843296-7457920     | 408-7947698-5720302     |
+| 402-7607638-8078742     | 402-4065058-6283510     |
+| 404-3793288-3303541     | 404-0625941-9181127     |
+| 403-6876910-7017123     | 171-7595817-4329100     |
+| 405-6575169-1710717     | 408-0894500-2480315     |
+| 407-8320886-2189149     | 404-4022285-8367511     |
+| 403-8548938-0817920     | 171-5184553-5321935     |
+
+Upon reviewing the report requirements, you realize that you do not have an existing report template for these specifications, so you will need to create one. A cleaned dataset has already been generated by another member of your team and is stored in a CSV file on the department network drive.
+
+You know that your director likes to receive one workbook per project rather than multiple files, so you decide to use several worksheets within the same workbook.
+
+You’re ready to get started and have a plan for how you’ll proceed, which you outlined as follows:
+1. Download the dataset from Canvas. You will find it under *Files* > *Spreadsheet Mastery Resources* > Order Data.csv.
+1. Open the file, save it as an Excel Workbook (*.xlsx), and name it "Order Summary Report_Your Name".
+1. Rename the worksheet to Data.
+1. Review the dataset and make note of anything you think will be helpful as you proceed.
+1. Note to self: EDA and cleaning already performed by a colleague.
+1. Add a new worksheet and name it Summary Report.
+1. Add another new worksheet and name it Sample Order Data.
+1. Reorder the worksheets so that the Summary Report is first, and the Data worksheet is last.
+1. Using simple formatting options, create a Summary Report template that looks like this mock-up.
+
+![Summary report template mock-up](pictures/summary-report-template.png?classes=border)
+
+9. Create a template for the Sample Order Data that looks like this
+
+![Sample order data template](pictures/sample-order-data.png?classes=border)
+
+{{% notice blue Note "rocket" %}}
+Be sure to save any changes as you work and apply number formatting for each metric as you populate the report. Follow the department formatting conventions using the short date format, rounding to whole numbers for total dollar amounts and percentages, and using two decimal places for all KPIs
+{{% /notice %}}
+
+## Begin with populating the Summary Report
+1. Populate the Reporting Period Begin Date using the MIN function.
+1. Populate the Reporting Period End Date using the MAX function.
+1. Populate the Count of Days in Period by calculating the range between the begin and end dates.
+1. Populate the Report Preparation Date using the TODAY function.
+1. Use the COUNT function to populate the Total Orders cell. 
+
+{{% notice blue Note "rocket" %}}
+Count either the units or dollars column to get this total since the COUNT function only works on cells populated with numeric data. This is a correct approach because there is one row per order and there aren’t nulls in these columns.
+{{% /notice %}}
+
+6. Use the SUM function to populate the Total Units cell.
+7. Use the SUM function to populate the Total Sales $ cell.
+8. Populate the Average Order Value (AOV) KPI using the AGGREGATE function.
+
+{{% notice blue Note "rocket" %}}
+AOV = Sales $/Orders
+{{% /notice %}}
+
+9. Populate the Average Unit Retail (AUR) KPI using cell references and a division formula.
+
+{{% notice blue Note "rocket" %}}
+AUR = Sales $/Units
+{{% /notice %}}
+
+10. Use the AVERAGE function to populate the Units Per Transaction (UPT) KPI.
+
+{{% notice blue Note "rocket" %}}
+UPT = Units/Orders
+{{% /notice %}}
+
+11. Populate the Sales Dollar amount for each Shipping Status Category by using the SUMIF formula.
+
+{{% notice blue Note "rocket" %}}
+Start by creating the function for the Cancelled status. Don’t hard-code the shipping status, use cell references. Use a mix of absolute and relative references where appropriate so that you can use the fill option to populate the values for the remaining categories.
+{{% /notice %}}
+
+12. Populate the % of Total for each Shipping Status Category using cell references and a division formula.
+
+{{% notice blue Note "rocket" %}}
+% of Total = Category Sales $/Total Sales $. Use a mix of absolute and relative references where appropriate so that you can use the fill option to populate the values for the remaining categories.
+{{% /notice %}}
+
+13. Populate the Quantity of Units for each Cancellation Status Category by using the SUMIF formula.
+
+{{% notice blue Note "rocket" %}}
+You will need to hard-code the conditions for these using logical operators equal to Cancelled (“=Cancelled”) and not equal to Cancelled (“<>Cancelled”)
+{{% /notice %}}
+
+14. Populate the % of Total for each Cancellation Status category using the same method as above.
+15. Validate that your basic functions and IF functions result in accurate data. Make corrections where needed. Validate that the percentage of total values for Shipping Status and Cancellation Status sum to 100%. If they do not, add more categories and formulas as appropriate and sort section to retain original sort order. Double check all date and number formats.
+
+{{% notice blue Note "rocket" %}}
+Use the UNIQUE formula on the Shipping Status and Cancellation Status columns in the dataset to return a list of all distinct category options.  
+{{% /notice %}}
+
+16. Next, populate the Sample Order Data Report.
+17. Find the Top Destination Postal Code using the MODE.SINGL function.
+18. For the first set of twenty provided Order IDs, populate the Date, Status, Ship Service Level, Units, Dollars, City, State, and Zip Code using the VLOOKUP function.
+19. For the second set of twenty provided Order IDs, populate the Ship Service Level and Zip Code by combining the `INDEX` and `MATCH` functions.
+20. Validate that your `VLOOKUP` and `INDEX/MATCH` functions are returning the correct data. Make any necessary corrections to your formulas. Double-check all formats.
+
+## Submitting Your Work
+
+Your director has asked that you submit the report for review as soon as you have it prepared and gave you a heads-up that added requirements will be provided as soon as the initial review is completed. You’re ready to submit this initial report, so you review the submission requirements just to be sure that you follow the specifications.
+
+Upload the Microsoft Excel Workbook under Class 4 Exercises: Order Summary Report and click Submit.
+
+
+
+

content/appendices/spreadsheet-mastery/studio-2/_index.md

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+title = "Spreadsheet Mastery: Studio Part 2"
+date = 2024-01-08T10:24:35-06:00
+draft = false
+weight = 4
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+
+Your department director reviewed the different components that you created for the Mockup and liked the different options that you created. While your director was reviewing these options, the stakeholders requested an enhancement to the original specifications: additional detail about Cancelled Orders.
+
+Your director sends you an email requesting that you mockup a Cancelled Order Summary page and a Cancelled Order Detail page and then resubmit the workbook for review.
+
+## Your Plan
+
+1. From PivotTable 1 of the Exercise solution, double-click the cell that holds the value for `Cancelled Order Count`. A new worksheet with a Table of data will pop out titled Detail1. Rename it "Cancelled Order Detail".
+1. Using this new table of data, insert a PivotTable into a new worksheet in cell T2. Title the new worksheet "Cancelled Order Summary".
+1. Build the new PivotTable so that the `Date` appears in rows and the `Order Count` appears in columns. Rename column headers to align with previous naming conventions.
+1. Insert a line chart that displays the order count by day. Title the chart "Daily Cancelled Orders". Title the vertical axis "Order Count" and the horizontal axis "Date". Remove the legend.
+1. Position the line chart to the left of the PivotTable, stretching the length of Columns A-S to make the most of the space on the worksheet.
+1. Create a simple template above the line chart that looks like this image:
+
+   ![desired template in excel](pictures/excel-template.png)
+
+1. In cell C2, type this formula with the actual ranges to display the reporting period in a custom format.
+
+   ![excel formula for displaying reporting period](pictures/formula-1.png)
+
+1. Use the `SUM` formula and reference the PivotTable Range U3:U93 to populate the Grand Total cell for `Order Count`.
+1. Now, filter the `Date` column of the PivotTable to display only 3/31/2022. What happens to the `Grand Total Order Count` that you just calculated? What happens to the line chart? Is this what you expected? Clear the filter from the PivotTable before moving on to the next step.
+1. Delete the `SUM` formula that references the PivotTable range. You will need to reference the `Cancelled Order Detail` table to populate the summary grid with data that doesn’t update when users interact with the PivotTable.
+1. Populate the `Cancelled Order Grand Total` using the `COUNTA` function on the `Order ID` column of the `Cancelled Order Detail` table.
+1. Calculate the total orders for March by using the `COUNTIF` function on the `Cancelled Order Detail` table. Use the `COUNTIFS` function with logical operators to calculate the totals for April, May, and June. Your syntax will look similar to this.
+
+   ![excel formula for calculating monthly totals](pictures/formula-2.png)
+
+1. Validate that the total order count for March, April, May, and June reconcile to the `Cancelled Order Total`.
+1. Use the appropriate formulas to populate the`Sales $` and `Units` for `Grand Total`, `March`, `April`, `May`, and `June`. Validate that the totals reconcile to the `Grand Total` aggregates.
+1. Lastly, find the `Peak Cancellation Date` using the nested formulas `INDEX`, `MATCH`, `MAX`, and `COUNTIF`. Type this out step by step to attempt to understand how the functions work together.
+
+   ![excel formula for finding peak cancellation date](pictures/formula-3.png)
+
+1. Does this date correspond to the `Peak Cancellation Date` displayed in the line chart?
+
+Now that the basic Cancellation Summary and Detail pages are created, you send the workbook back to your director for additional review.
+
+Upload the Microsoft Excel Workbook to Canvas under Class 5 Studio: Cancelled Orders Enhancement and click *Submit*.