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Class 13.11
Homework #9.1‐9.3 & #9.4 (aka, #10): Menus & Switchboards; Presentation & PIVOT TABLES/Queries/Reports
a.k.a, Crosstab Queries
Spring 2016
55 Points; 10 BONUS points
Overview
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Homework #9 & #10 Instructions & Scoresheets
OrderDetail recovery
Transformation maps
Reports with and w/o details lines
Executive Summary
MS Project Gantt Chart; or equivalent
Menus & Switchboards
Pivot Tables
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Exercise #9 [FINAL TEAM PROJECT] p. 1 of 2
Due: Sec 1 & Sec 2: May 5 (Th); [55 points]; [10 Bonus points] Includes 15‐point PowerPoint Presentation (15 Pts.]; Pratt & Last: TAL Distributors Case continued.
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Assignments must be in a folder or binder, have cover sheet (d1) indicating the names of all team members and the team # and a table of contents (d2). Assignments must be typed using a word processor (Word, WordPerfect) and have a professional look. Use of ACCESS is REQUIRED for this assignment.
Turn in: – TALDW09_TeamS.XX.accdb (d17) (S=1 or 2, section #; xx is your team number) with STAR models, data, views, reports (Email as ZIP or .accdb file).
– ***TPS database NOT longer required!
– Individual peer evaluation forms (d19)
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Part 9.1: Project Overview [Brief narrative for each subsection below]
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Detailed Table of Contents (d2) with page numbers for where the content is located.
Executive Summary (d3) See my website for what should be included
Overview of TAL Distributors (d4) What is the TAL Story?
Transactional (TPS) Database Design
• Include ERD (d5)
• Relation Listing of Transaction Database (d6)
Data Warehouse (DW) Design • Include ERD (d7)
• Relation Listing of DW tables (d8); Index Panes for all Tables (d8a)
• Table/Document/Analyzer print of all tables in Data Warehouse (d9)
Data Transformation Mapping Procedures used (d10) Database Audit trails of how the DW was built
Project Plan (d11) – MS Project (if possible); showing detailed steps taken, milestones, completion times, and responsible individuals. Start with Project 6 homework.
Exercise #9 [FINAL TEAM PROJECT] p. 2 of 2
• Part 9.2: Data Warehouse Queries & Reports
– Turn‐in All revised & corrected reports from Homework #8 (d12)
– Create the following COMPUTED queries/views and generate the corresponding ACCESS REPORT object [Turn in a copy of all SQL query code (d13) used to generate the Access reports and printouts of all ANNOTATED reports (d14)]:
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Total sales by ItemName by Year Asc. Order by Year, Desc. Order by Sales (2015)
Total sales by RepName by Year; Asc. Order by Year; Desc. Order by Sales (2014‐15)
Total Sales by CustomerName by Year; Asc. Order by Year; Desc. Order by Sales (2011)
Total Sales by Territory by State by Year; Asc. Order by Year; Desc. Order by Sales within Year s (2008 ‐ 2010)
5. Total Sales by Rep by Quarter; Asc. Order by Quarter and Year; Asc. Order by Sales (2014‐2015)
• Part 9.3: Data Warehouse Menu System
– Create and Turn‐in (ACCESS Switchboards)
• Hierarchy Diagram showing ACCESS Menu System (d15)
• Screen Prints of your Switchboards in Menu System (d16)
• Part 9.4: PowerPoint Presentation File [15 points]
– Suggest about 10‐12 slides. TALPP10_S.xx.ppt (d20); DO NOT SEND UNLESS REQUESTED!
– Turn in your PowerPoint file; Print 6 slides per page (d20)
BONUS [5 POINTS‐d21]: Total Sales by Team Report, Team no. order; with Grand Total for all teams you merged. Must have 6 minimum merges (does not count FL and CA, BUT MUST include complete FL & CA data) ***ADDITIONAL BONUS: + ½ Point for additional teams merged beyond 6 minimum ***
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Early Bonus____/15
TAL Distributors
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Transformation Maps
• Simply list all the adjustments, data transformations, data cleansing you had to perform:
– Fixing CreditLimit values
– Recovering Rep information
– Recovering QuotedPrice information
– Adding ExtendedPrice column
– Inserting Correct TeamID in Team Table
– Etc.
Monthly Sales Totals Report
With and W/O Details
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Hide Detail
Set Detail Property to “Invisible”
Hidden Details
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EXECUTIVE SUMMARY GUIDELINES
BCIS 4660 REPORTS
WHEN SHOULD IT BE WRITTEN?
After the report body is completed.
FOR WHOM IS IT WRITTEN?
Top level management of firm; CEO and other C-level officers.
WHAT SHOULD IT INCLUDE?
First, briefly mention (each as appropriate):
A. Background (you may cover this is the Company Overview section)
B. Purpose
C. Problem(s) and issues confronted, and
D. Procedures you used solve them. (Star Diagram, data mart, etc., data warehouse)
Then, include
E. KEY findings; such as:
1. MAIN System … Data Warehouse or Data Mart created
2. MAIN Functions (e.g., Hierarchy Menu, Reports, Operations, etc.)
F. Recommendations & Conclusions; such as:
1. Future Requirements (Good consultants should always leave the customer “wanting more”)
WHAT ARE THE SOURCES FOR THE INFORMATION IN THIS SUMMARY?
Read back over your whole report and summarize what you have done and discovered.
Highlight the main points. This is like a report summary, only it should be action-oriented.
RECOMMENDED PAGE LENGTH FOR EXECUTIVE SUMMARY?
Approximately 10% or less of total length of the report body (1-2 pages MAXIMUM).
MS Project GANTT Chart
• Serial Activities?
– Some tasks MUST be serial
• Parallel Activities?
– Increases human productivity
– One of most common ways of increasing IT capabilities – N‐fold!; e.g.,
• Hard drives
• Printers
• Data Entry devices
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Pivot/Crosstab TABLES
• Excel Pivot tables are Fact Tables
– Facts are Group “totals”/”functions”
• Sum, Count, Average, Min, Max, etc.
• CREATE Pivot Taable Query with all required Dimensions Columns and Fact Column
• Use CROSSTAB Query Wizard to produce a Pivot table (Include Row totals, when required; avoids Zero/Sparse Matrix issues)
• Use Report Wizard to Product Report
Crosstab/Pivot Query
QBE View
Datasheet View
SQL View
SELECT OrderDetail.TeamID, [Time2008‐2013].Cal_Year, OrderDetail.ExtendedPrice
FROM [Time2008‐2013] INNER JOIN OrderDetail ON [Time2008‐
2013].Date = OrderDetail.OrderDate
ORDER BY OrderDetail.TeamID, [Time2008‐2013].Cal_Year;
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Crosstab/Pivot Table Wizard
Crosstab Query Wizard
Opening Dialog box
Step 2
Select Tailored Query/Next
Select Row Field 8
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Step 3
Pick TeamID as first Column/Next
Select Column Heading Field(s); Default Cal_Year/Next
Step 4
Select Aggregate Function for Fact Table; default “Avg”
Try “Sum” function/Next
Click: Yes, Include row sums.
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Step 5
Choose Name and Finish
Datasheet View
Crosstab/Pivot Query w/Sum Totals
Move “Total Column” to Left
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Do the Same for Count
• Count Pivot Table Below
Crosstab/ Pivot Query w/Count Totals
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Report Wizard
Opening Report Wizard Dialog
Select the Count Pivot Query
Step 2
Select Columns in Correct Order/:Next
Skip Grouping Levels/:Next
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Ignore Sorting and [Pick] Summary Options/ :Next
Step 3
Select Layout & Landscape Orientation; Adj Field widths/ :Finish
Adjust Report in Layout View
NOTE: Year 2008 Transactions NOT shifted to Year 2013 for Teams 13
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Report Wizard (w/Subtotal opt)
End
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