Q1 What effect, if any does geographic location have on the outcomes in the survey? The boss is particularly concerned about work/life balance and wants to present this in the best way possible.

Report topic: Presenting and analysing staff survey data Length and format: 3,500 words

Tableau.twbx workbook and Tableau.tde extract file

Marking scale: There are three questions that will be assessed for each of your Tableau files.

Presenting and analysing staff survey data

PharmaCo is the manufacturing arm of a large multinational company (the name of the real company and the data have been disguised). They want to understand more about staff wellbeing and how this may be connected to where they work and to what gender they identify as. They need this so that they can present the result to the rest of the company at the annual forum. Your job is to manipulate and merge the data then mine it for information and present this in an informative way, using visualisation and analytics techniques. Your work will go to the Managing Director of PharmaCo who will use it to take the most interesting and informative results to the annual forum to present to the rest of the company directors. I will be looking for understanding of the material we have covered and a simple clean flow which does what is required. In the individual task assessment I will be looking for good use of visualisation techniques, a good understanding of the limitations of the analysis and novel application of Tableau functionality. The final report should be an amalgam of each of your findings which should then be sythesised to make final recommendations/conclusions.

The suggested report layout is below. The executive summary is your window to the executive decision maker so it is very important to make it clear and concise, your recommendations may be looked at without any reference to the rest of the report (this is in a business setting – I will look at the whole report) so make sure you have a sound basis for your conclusions and recommendations. The assessment is looking for excellent analysis and use of visualisation techniques, and logical conclusions which are arrived at through good storytelling with data. The report should be easy to understand by a lay person. Any references should be in the Harvard style but remember this is a company report so we are not expecting too many – you should put any extra resources that you used in the appendix for completeness. There should be no less than 10 pages, any more than 20 would be unlikely to be read by a management team! Suggested report structure Digital Business Intelligence reports can take various forms and structures. We would recommend that your report follows some of the structures given below. Make your report in MS Word with the latter giving you more flexibility in building infographics. Graphics should be presented from Tableau. The executive summary and recommendations are compulsory. The suggested plan structures: Alternative 1: Cover page Table of contents Executive summary infographics 1. Task 1 1.1. Approach 1.2. Findings 2. Task 2 2.1. Approach 2.2. Findings 3. Task 3 3.1. Approach 3.2. Findings 4. Synthesis of tasks 5. Recommendations References Appendices Alternative 2: Cover page Table of contents Executive summary infographics 1. Task 1 1.1. Approach 1.2. Findings 1.3. Recommendations 2. Task 2 2.1. Approach 2.2. Findings 2.3. Recommendations 3. Task 3 3.1. Approach 3.2. Findings 3.3. Recommendations 4. Conclusion (should include a synthesis of individual findings and recommendations) References Appendices Suggested tips for the Tableau workbook: -Make sure you label each sheet/dashboard with a meaningful name -If you use an internet tutorial or a book you need to reference it, add a note on the worksheets or dashboard, or include a read me file (MS Word or Notepad is fine) -Ensure filters are used correctly -Save your file as a .twbx or I will not be able to mark it properly -Check everything is doing what it should – sensitivity test -Use dashboard/dashboards and try to tell a story, you can use the storytelling function if you wish. -I will check all Tableau functionality and the data file (.tde) for correctness and ingenuity. -Apply what you have learned about good visualisation techniques. The Questions & the Data The data has been gathered at different points in the year and the data engineer originally just sent you the question text with respondent ID’s. You need to amalgamate this data with the appropriate master data and/or with any other data that you feel is necessary to answer the question you have been allocated. There are several files, which you have been given; S_Man_Co_Role.xlsx Survey_Data_LikScore.csv MetaData.xlsx Survey_Data_Perceptions.csv You should explore these files and ascertain their contents, then put the data together in Tableau Prep, as you have been shown in seminars, so that you can get the appropriate analysis in Tableau Desktop. You will need to save a .tde Tableau data file, which should be submitted alongside your .twbx packaged workbook for marking. The following questions are quite general, this is how you would often be asked to produce analysis in a company.

These are the questions:

Q1 What effect, if any does geographic location have on the outcomes in the survey? The boss is particularly concerned about work/life balance and wants to present this in the best way possible. Aggregate all of the agree terms and all of the disagree terms and see how this affects your analysis.

Q2 What effect, if any does gender have on the outcomes in the survey? The boss is particularly concerned about work/life balance and wants to present this in the best way possible. Aggregate all of the agree terms and all of the disagree terms and see how this affects your analysis.

Q3 What effect, if any does perception at work (Survey_Data_Perceptions.csv) have on the outcomes in the survey? Is this connected to work/life balance?

These are the instructions for Tableau:

• Download the latest version of Tableau Desktop and Tableau Prep Builder here (Links to an external site.)

• Click on the link above and select "Download Tableau Desktop" and "Download Tableau Prep Builder". On the form, enter ( [email protected] ) for Business E-mail and enter Liverpool John Moores University for Organization.

• Activate with your product key: TCGL-5015-9A30-A66B-49A5