I’m working on a business question and need an explanation to help me study.

i need Report: 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.

We used this data in seminar 6, manipulating and blending data, and we handled survey data in seminar 7. This is very similar but not the same, you have to do some data blending using one different file and the questions you select are different.

You will need to do some data blending and manipulation using Tableau Prep, you will also need to produce a Tableau workbook which addresses the questions asked of you by the MD. You are also expected to produce a report.

In the assessment of the data I will be looking for correct data, correct number of rows and no excess unrequired fields. In the packaged workbook 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. Remember you are presenting this to someone who has not been on the journey of understanding the data with you, so you must tell the story well through the data without confusing or over embellishing.

The final report should be an amalgam of your findings which are 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. It should set the stage for the report by stating the setup, it should use clear diagrams/visuals, and/or infographics. It should state the main findings of the report so make sure you have a sound basis for your conclusions and recommendations. Short paragraphs and bullet points are best and the summary should be no more than 1 to 2 pages. There are many examples of good practice on the internet.

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. Find good peer reviewed references to back up any recommendations you make, especially any that do not come directly from the data.

There are no RIGHT answers in analytics but there are very wrong ones. Use what you have learned about the limitations of analysis and let the data tell the story.

Suggested report structure

Digital Business Intelligence reports can take various forms and structures. The structure below is a recommendation but it is not strict. Make your report in MS Word or other compatible programme, a pdf is acceptable. Graphics should be presented from Tableau, if you use others ensure they are licensed under creative commons, DO NOT USE COMPANY LOGO’s. The final report structure and report organisation is ultimately your decision, however the executive summary and recommendations are compulsory.

The suggested plan structures:

Alternative 1:

Alternative 2:

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. Synthesis of tasks

4. Recommendations

References

Appendices

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. Conclusion (should include a synthesis of individual findings and recommendations)

References

Appendices

This is the structurehelp in working out on tableau task accompanied by a 2500 words report. attached below are the requirements