1 Business Intelligence Case Project Background Mell Industries is a national manufacturing firm that specializes in textiles based out of Chicago. Starting out as a small factory in Warrenville, Illinois, the firm experienced a period of steady growth over the past twenty-four years. Steadily opening new warehouses and factories in the surrounding areas in Michigan and Indianapolis until eventually moving their base of operations to Chicago. Due to this expansion, Mell Industries is at the height of its production and hopes to avoid any interferences or deceleration of growth. In recent years, the firm has been under heavy media scrutiny for supposedly compensating its female staff unfairly lower compared to male counterparts. This was initiated when a disgruntled employee leaked the company payroll allegedly showcasing an unjust gap of income between the female employee and her male counterpart. This type of gender pay gap is highly criticized and as a precaution, Mell Industries has hired Cal Poly Pomona to conduct research to determine the validity of these claims. Mell Industries has provided Cal Poly Pomona with a data set of a sample population of 747 employees. Mell Industries has also offered Cal Poly Pomona compensation for any promising information gathered. Mell Industries may use information gathered from this project in future employee compensation decisions. The initial dataset has been given to you in the form of an excel spreadsheet titled Case_dataset.xlsx consisting of 12 columns labeled: ● Column A - Employee ID ● Column B - Gender ● Column C - Date of Birth ● Column D - Date of Hire ● Column E - Termination Date ● Column F - Occupation ● Column G - Salary ● Column H to L - Employee Evaluation Metrics In addition, Mell Industries provided the latest annual employee performance review evaluation results rating each employee in various performance categories. They have turned over this information separately and as a consultant, it is your task to provide Mell Industries with the most accurate and relevant information in a digestible form. Furthermore, using excel skills learned during the course, you will manipulate and analyze the data set in order to make appropriate managerial decisions. You will utilize excel functions highlighted in this project as well as a pivot table and chart to form a decision support system in order to answer the critical thinking questions. Project Objective The purpose of this project is to perform a methodical data analysis to assist the company make an informed decision. This could also serve as a basis for implementing critical adjustments to certain business aspects if necessary. Illustrate the business process by condensing a large set of data, to present relevant information with data visualization. We will be utilizing Microsoft Excel 2016 to complete this project. 2 TA.

1. 1
Business Intelligence Case
Project Background
Mell Industries is a national manufacturing firm that specializes
in textiles based out of
Chicago. Starting out as a small factory in Warrenville, Illinois,
the firm experienced a period of steady
growth over the past twenty-four years. Steadily opening new
warehouses and factories in the
surrounding areas in Michigan and Indianapolis until eventually
moving their base of operations to
Chicago. Due to this expansion, Mell Industries is at the height
of its production and hopes to avoid any
interferences or deceleration of growth.
In recent years, the firm has been under heavy media scrutiny
for supposedly compensating its

2. female staff unfairly lower compared to male counterparts. This
was initiated when a disgruntled
employee leaked the company payroll allegedly showcasing an
unjust gap of income between the
female employee and her male counterpart. This type of gender
pay gap is highly criticized and as a
precaution, Mell Industries has hired Cal Poly Pomona to
conduct research to determine the validity of
these claims. Mell Industries has provided Cal Poly Pomona
with a data set of a sample population of
747 employees. Mell Industries has also offered Cal Poly
Pomona compensation for any promising
information gathered. Mell Industries may use information
gathered from this project in future
employee compensation decisions.
The initial dataset has been given to you in the form of an excel
spreadsheet titled
Case_dataset.xlsx consisting of 12 columns labeled:
● Column A - Employee ID
● Column B - Gender
● Column C - Date of Birth
● Column D - Date of Hire
● Column E - Termination Date

3. ● Column F - Occupation
● Column G - Salary
● Column H to L - Employee Evaluation Metrics
In addition, Mell Industries provided the latest annual employee
performance review evaluation
results rating each employee in various performance categories.
They have turned over this information
separately and as a consultant, it is your task to provide Mell
Industries with the most accurate and
relevant information in a digestible form. Furthermore, using
excel skills learned during the course, you
will manipulate and analyze the data set in order to make
appropriate managerial decisions. You will
utilize excel functions highlighted in this project as well as a
pivot table and chart to form a decision
support system in order to answer the critical thinking
questions.
Project Objective
The purpose of this project is to perform a methodical data
analysis to assist the company make

4. an informed decision. This could also serve as a basis for
implementing critical adjustments to certain
business aspects if necessary. Illustrate the business process by
condensing a large set of data, to
present relevant information with data visualization. We will be
utilizing Microsoft Excel 2016 to
complete this project.
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TASKS
Task 1. Identify the Issue
Identify the issue by reading the project background thoroughly,
and have a clear objective in order to
provide the client with a meaningful service.
Task 2. Download dataset
From Blackboard, download the dataset Case_dataset.xlsx. This
is the initial data provided to you
by Mell Industries, which contains information about their
current employees.

5. Task 3. Create new workbook
Create a new Excel workbook and title it myAnalysis.xlsx. You
will use this workbook to create
additional sheets that will allow you to analyze the data clearly.
Once this project has been completed,
this workbook will provide the information critical to the client.
It will also serve as a basis to either
support or reject the claims about the alleged pay gap in his
company and perhaps make adjustments if
necessary.
Task 4. Create new sheets
Rename ‘Sheet1’ as ‘Census’. Add two (2) new worksheets by
clicking the plus sign next to the sheet
tabs and name the tabs ‘Female_Employees’ and the other
‘Male_Employees’.
Task 5. Select and paste data into your workbook.

6. Go back to the MellIndustries_Initial_dataset.xlsx. Select all
data by clicking on the top, left-hand side
corner of the sheet. This will highlight all the data on that
sheet. Copy and paste the data to your
myAnalysis.xlsx ‘Census’ tab. Another way to select all is to
click CTRL+A, then copy paste.
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Task 6. Filter
On your ‘Census’ tab, under the Gender column, filter ONLY
the female employees. Select all the
data, then copy and paste it on the ‘Female_Employees’ sheet.
Repeat the same steps for the male
employees.
Figure 1.3
Task 7. Data Analysis
Create a new sheet and name it ‘Data_analysis’. Figure 1.4
shows how you need to format this
worksheet and what it needs to look like, as well as the content

7. necessary to create a visual
representation of the given data. Each section will require you
to use excel functions to calculate the
missing values. To answer the Top 10 highest paid positions
section, you will need to create a pivot
table to derive the answers.
Figure 1.4
Data Analysis Sheet
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IMPORTANT NOTE: To receive full credit, Excel functions

8. must be used for each required field. When
functions are used, the formula NOT the value must appear in
the function bar when the cell is selected.
1. Total number of male employees: = COUNTIF
2. Total number of female employees: = COUNTIF
3. Total number of employees: = SUM
4. Male/Female count: = COUNTIF
[Hint: =COUNTIF(range,">=X")-COUNTIF(range,">Y")]
5. Average salary: = AVERAGEIF
[HINT: AVERAGEIF( range, criteria, [average_range] )]
6. Salary bracket percentage by gender: = Calculate %
7. Top Highest Paying Positions: =GETPIVOTDATA
Task 8. Create an Occupation Pivot table
Go back to your ‘Census’ tab and highlight the entire sheet
(CTRL + A). While the dataset is
highlighted, from your menu select INSERT > PIVOT TABLE.
A dialog box will appear. When the
dialog box appears, select to place the pivot table in “New
worksheet”. Click OK. This will open a

9. new sheet. Rename this to ‘Occupation_pivot’
In the following step, you will select the fields that will be
added to this report. For this pivot table, you
want to view the number of employees for every job title. To
do that, drag ‘OCCUPATION’ from the
pivot table fields and drop it under ROWS. Next, drag
‘EMPLOYEE_ID’ and drop it in VALUES.
Once the columns had been populated, SORT the data by Count
of Employee_ID. Click the drop-down
button to the right of the ROW LABEL. Select ‘More sort
options’ > Click ‘Descending by’ then on
the drop down select ‘Count of EMPLOYEE_ID’. Click OK.
As you can see, now you have the list of Job titles on the left,
and the count of employees to the right.
This shows how many employees are working in each type of
occupation in descending order. Results
should show the four occupations that are under ‘Average
Salary Report’ back in your ‘Data_Analysis’
table. We have chosen to analyze the top 4 positions that has
the highest count of employees.

10. https://exceljet.net/excel-functions/excel-countif-function
https://exceljet.net/excel-functions/excel-countif-function
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Task 9. Create a Salary Pivot table
Now that you know how to create a pivot table, create another
one and name it “Salary_pivot”. This
pivot must show the following information:
1. Occupation
2. Gender, both male, and female (columns)
3. Salary
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Make sure that the item in VALUES is set to ‘MAX of Salary’,
then sort the data by descending order.
To sort, click the drop-down button next to the ‘Row labels’
title, then select ‘More Sort Option’. Use
an excel formula to show the results from the pivot, to your
Data_Analysis table.

11. Task 10. Create Charts
Go back to ‘Data_Analysis’ tab. On the same sheet, create a
chart for the following:
1. Salary Bracket - Compare COUNT of both male and female
employees.
● Use a Clustered Bar chart
2. Average Salary by Occupation - Show the difference in pay
between male and female
employees based on the specified job positions (Customer
Service Representative, Category
Manager, Stocking Associate, Inventory Retrieving Associate
● Use a Clustered Column chart
3. Highest Paid positions
● Use a Clustered Column chart
Note: Make sure to add a titles and data labels on the chart.
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12. Additional Data Entry
Up to this point, you have generated reports to show if there is a
discrepancy between male and female
salaries. To substantiate the results, a study of additional data
must be performed. The following steps
are necessary to determine if the length of employment
correlates directly with the employees’ salary.
Task 11. Additional Data
JOB DURATION
Go back to the ‘Census’ sheet. Insert a new column between
‘Termination Date’ and
‘Occupation’. Title this column ‘Job Duration’. Use a formula
that will calculate the length of
employment for each employee, including the ones who had
already left the company. Once
this is complete, save the file.

13. TOTAL EMPLOYEE EVALUATION SCORE
Employee Evaluation Metrics
Employees are subject to performance evaluation every year,
based on 5 different criteria:
Knowledge of work, Communication, Teamwork, Leadership,
and quality of work. The scores
are determined by their direct supervisor through evaluation of
supplementary performance
reports.
Exceeds Expectations 3
Meets Expectations 2
Below Expectations 1
Add a new column to the ‘Census’ sheet next to the last criteria
of the employee evaluation
section. Title this column ‘Evaluation Score’. Use a formula
that will calculate the sum of the
evaluation score for each employee.

14. Business Intelligence Project Grading Rubric (50 points):
The following list shows the points for each worksheet. Partial
credit may be earned for each
worksheet. It also shows the order that these worksheets are
expected in the Excel workbook.
Please make that your final workbook has the worksheets in the
order listed below (i.e, Data
Analysis, Male_employees Worksheet, Female_employees
Worksheet, etc.). Adherence to
these instructions will facilitate the assessment of your project
results.
RUBRIC CODE DESCRIPTION TOTAL POINTS
A
Census Worksheet
• Missing or incorrect job duration values
• Incorrect formula for Evaluation Total
Up to 7.5 points
B-1
Male_employees Worksheet

15. • Missing employee information
• Missing headings
• Incorrect filtered data
Up to 2.5 points
B-2
Female_employees Worksheet
• Missing employee information
• Missing headings
• Incorrect filtered data
Up to 5 points
C-1
Salary_pivot Worksheet
• Incorrect PivotTable results
Up to 5 points
C-2

16. Occupation_pivot Worksheet
• Incorrect PivotTable results
Up to 5 points
D
Data_Analysis Worksheet
• Incorrect formulas used to derive values for the cells of
the worksheet
• No formulas used; values “hard coded” into the
worksheet
• Incorrect PivotTable results
• Incorrect PivotChart results
• PivotChart lacks formatting (e.g., chart title, labels)
Up to 25 points