The document provides instructions for an assignment to create a PowerPoint deck summarizing key insights from an exploratory data analysis in a visually engaging way. The deck must include 5-7 insight slides highlighting important findings, an executive summary slide, and follow specific formatting and design requirements to minimize clutter and focus the audience's attention. The deck will be shared with the COO to help focus her attention on the most important components of the analysis in less than 10 minutes.
Ecological Succession. ( ECOSYSTEM, B. Pharmacy, 1st Year, Sem-II, Environmen...
Module 3 Targeted Practice Summarizing EDA insights
1. Module 3 Targeted Practice
Summarizing EDA insights in a visually engaging way (100
points)
Scenario - You receive this email after submitting findings from
an exploratory analysis:
Dear Favorite Analyst at TableauCeutical Inc,
Thank you for sending over the findings from your exploratory
analysis. Nicely done!
Now we need to package your exploratory findings into an
insights summary deck for our new COO. The
insights summary is a PowerPoint deck that allows us to help
focus her attention on the most important
components of your analysis and ensure she has something
tangible to reference in other introductory
meetings she is having as meets with other departments.
Unfortunately, simply taking screenshots from Tableau w on’t
give us the professional, camera-ready aesthetic
we need to communicate. Many, visuals will likely need to be
rebuilt so we can have more control over the
2. final look. We’ll want to add text annotations to further explain
what the visual is communicating, but without
making our COO digest whole paragraphs. As you can imagine,
COOs have more demands on their time and
attention they have hours in the day, so we’ll need to make sure
she has the most important information
served up in a simple, clean, and concise way. She needs to be
able to consume the insights in less than 10
minutes, so we’ll need to be deliberate about what we highlight,
what we deemphasize, and how it flows.
If the summary insights go over well, I wouldn’t be surprised if
she asks us to build a dashboard for her in the
next week or two (Module 5) so she can have the information
she needs at her fingertips. As you build the
deck, please review the assignment objectives, requirements,
and submission expectations below. They are
pretty details, but much of credibility stems from following
directions.
Please send the slide deck (PowerPoint or Google Slides) along
with the packaged Tableau workbook from
last week by the end of week (11:59 pm CT on Sunday). PDFs
and unpackaged Tableau workbooks won’t be
accepted.
3. Thank you again for your help!
Sincerely,
Lack of Context Leonard
Visually Communicating Insights Assignment Objectives:
I. Demonstrate you can minimize unnecessary cognitive load by
a. using consistent formatting (punctuation yes or no, font size,
color, annotation methods,
spacing, indentation, etc.)
b. eliminating clutter (chart borders, gridlines, data markers,
clean-up axis labels, labeling data
directly instead of legends & matching color, non-strategic use
of contrast, etc).
c. eliminate distractions (misalignments, blurry pictures,
unnecessary complexity, wordy, etc.)
II. Demonstrate that you can focus your audience’s attention by
a. Creating a visual hierarchy to follow
4. b. Leveraging pre-attentive attributes in your graphics
(orientation, shapes, line length, line width,
size, curvature, added marks, enclosure, hue, color intensity,
special position, motion, etc.)
c. Leveraging pre-attentive attributes in your text (color, size,
case, outline/enclosure, bold, italics,
spatial separation, underline/added marks).
III. Demonstrate that you can communicate insights by
combining visual elements with concise text and
annotation.
Dataset to use for practice assignment (located in Canvas):
M2_PracticeChallenge_SuperDrug
Leverage exploratory findings from TableauCeutical
Assignment from Module 2
Assignment Requirements
1. Set-up an aesthetically pleasing PowerPoint (or Google
Slides) deck that contains a title page, executive summary,
insights slides, and an appendix (10 points)
a. Title page must look different than content pages and must
contain a title, your name, course section title, and term.
b. Executive summary is to be no longer than 1 page
5. c. Minimum of 5, but no more than 7 insight slides
d. Appendix section must be clearly labeled using a slide the
looks different than your insights slides and similar to, but
not the same as your title slide.
e. Appendix slides are not required, but you are allowed up to 3
appendix slides.
f. Max size of 13 slides; title page (1), executive summary (1),
insight slides (7), appendix cover (1), appendix slides (3).
g. Saved you deck as
FirstName_LastName_MPractice_InsightsSummary.pptx
h. PDFs will not be accepted.
2. Executive Summary Slide (10 points)
a. Summarize the key findings from each of the 5-7 insight
slides on one page in bullet point form with no visuals.
b. Leverage pre-attentive attributes in your bullet points
6. (assignment objective II.c)
c. Provide details about the dataset, methodology, &
assumptions, as footnotes (data dates, calculations, records not
used because they weren’t clean/complete, etc).
d. Executive summary is to be no more than 1 page.
3. Insight Slides (60 points)
a. Minimum of 5, but no more than 7 insights slides
b. Insight slides must contain a headline statement that
communicates the most important thing the reader should take-
away from the slide (in case they’re skimming it)
c. Communicate insights discovered in your Module 2
exploratory analysis in a clear, concise, and visually engaging
way.
d. Use pre-attentive attributes to call attention to the insights
displayed in your visuals while deemphasizing or
eliminating clutter (assignment objective II.b)
e. No more than 3 visuals can be copied and pasted from
Tableau, rebuild the visual in PowerPoint so pre-attentive
attributes can be leveraged.
f. Use text annotations to enhance your visual by adding
context, communicating findings, connecting the dots to other
7. findings on other pages, etc.
g. Ensure the reader can understand the structure of your visual
by labeling axes and communicating the data being
graphed. This can be in a sub header or as a chart title.
h. At least 2 slides should contain more than 1 visual from your
exploratory analysis (you built 10 exploratory visuals, but
are only allowed 7 insight slides so it’s good to practice fitting
more than one visual onto a page without overwhelming
the reader).
i. Provide details about the insight, methodology, &
assumptions, as footnotes (data dates, formulas, records not
used
because they weren’t clean/complete, etc).
j. Insight slides should have similar theme, but not have the
exact same structure from page to page. I.e. font size, color
choice, how insights are highlighted, etc. should be consistent.
However, don’t always put the chart on the left and the
text on the right or the chart on top and the text below. Don’t
always have just one graphic with bullet points.
4. General Aesthetics & Content Flow (20 points)
a. Ensure the deck is free of grammar, spelling, alignment, and
formatting issues.
8. b. Ensure the deck flows naturally from topic to topic (don’t
summarize one topic go on to another then come back to a
previous topic, etc).
c. Ensure the deck is free of inconsistent theming (assignment
objective I.a)
Submission Requirements
Upload the following to Canvas by 11:59 pm CT on Sunday,
June 20.
1. PowerPoint deck as titled in Assignment Requirement 1
2. Packaged Tableau workbook from Module 2 (so final visuals
can be compared to exploratory visuals).
Assets
Cash $ 500
Machinery and equipment 14,500
Suppliers 24,000
Hugues Légaré – Capital 36,000
$ 75,000
Liabilities and equity
Unused parts and supplies $ 32,000
Customers 25,500
Prepaid rents 2,500
Bank loan 15,000
$ 75,000
9. Home work
1.Hugues Légaré started operating an auto repair shop in early
November. An inexperienced clerk prepared the following
report as at November 30, 2018.
Work to do
1.1 Draw up the corrected balance sheet if you disagree with
this presentation.
Scenario 2
Lucie Belloeuil, optician, opened a clinic on October 1, 2018 by
investing $ 8,000 in cash. Ms. Belloeuil was disappointed with
the following financial statements, prepared by the bookkeeper.
10. LUCIE BELLOEUIL, OPTICIAN
BALANCE SHEET
OCTOBER 30, 2019
A
Cash $ 1350
Prepaid rents 1,200
Medical supplies used 700
Material 22,800
$ 26,050
Equity
Bank loan $ 12,000
Lucie Belloeuil - Capital 14,050
______
$ 26,050
LUCIE BELLOEUIL, OPTICIAN
Status of the results
OCTOBER 30, 2019
Exploitation product
Fees earned
$ 10,000.
Customers
2,450
Total products
12,450
Exploitation charges
12. In order to ensure the validity of these financial statements, Ms.
Belloeuil asks you to review them.
Work to do
2.1 Draw up the corrected balance sheet and financial statement
of Ms. Lucie Belloeuil, optician.