You will read and complete the second case study from our Business Analytics eText. Your case study will require you to demonstrate your understanding and application of business analytics concepts. You will be asked to complete Excel functions and tasks and answer questions from the text. Your case study will be found in Chapter 2, People’s Choice Bank.

Your case study will ask for opinions and recommendations. Your claims should be supported by evidence including references from the text, valid outside resources, or rational arguments. Your case study should exhibit strong structure and organization. A concise introduction with a clear preview, a well-written body using complete sentences, in-text citations when necessary and a clear summary in the conclusion are expected.

Excel functions you will use include PivotTables to provide a summary of the key information.

Aside from just describing the analysis, discuss your interpretation of the data. You may include images from your analysis in the report, but images should not constitute the majority of the report. If you use a table or image, you must spend some time discussing it within the body of the text. A good rule of thumb is at least a paragraph of text to describe each image.

Here are some details you need to complete the file. 

1. You will need to add a column and create a function that calculates Cash Flow based on criteria from Type. Create an IF statement that returns a negative cash flow (looks like ($500.00) for example) if the type was a Withdrawal. For all other types, the cash flow should be positive. 

2. In running your pivot tables, some suggestions are to look at things like branch, account type, customer, etc. These are suggestions only. You will probably run more than just those types. Remember to run more than just SUMs in your pivot tables. You can also run MIN, MAX, COUNT, PERCENT and more. Run at least different 3 pivot tables, saving each as a separate sheet with each tab descriptively labeled (For example: Pivot 1, Pivot 2, etc.), and include those pivot tables as images in your Word document report. (One final tip, don’t’ forget about time such as dates and days of the week in your analysis and data set.)

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