How Do You Complete this Project?
This project is connected with the Introduction to the Data part of the course, but depending on your background knowledge, you may not need to take this module to complete this project.
For the final project, you will conduct three tasks: 1) complete your own data analysis and create a presentation to share your findings, 2) develop a dashboard for a Profit and Loss Statement, and 3) create a Financial Forecasting Model using three scenarios. You should start by taking a look at your dataset and brainstorming which sub-category and company you want to focus your data analysis on - the questions leading to this page should have assisted in this process! Then you should use spreadsheets or another Excel-like software to conduct your analysis and choose a sub-category and company you are most interested in. This project is open-ended in that there is no one right answer.
Here are the three tasks that you will complete in the final project.
a. Identify the question about the data that you will answer based on your data analysis. Your question should include at least one categorical variable (GICS Sector or GICS Sub Industry) and one quantitative variable (one of the financial metrics) and require the use of at least one of the summary statistics. A tab within the Excel spreadsheet that you submit should include the summary statistics [measures of central tendency (e.g., mean, median) and measures of spread (standard deviation and range)] you used to answer your question.
b. Create a presentation that provides at least one visualization to help with your answer. This visualization might be a bar chart, histogram, scatterplot, box-plot or other visual that you learned to make. Include your insights from the measures of center and spread and at least one numeric summary statistic in the description.
Create a dashboard for a Profit and Loss Statement that calculates the Gross Profit, Operating Profit or EBIT for a company selected from a drop-down list. Your drop-down list should pull historical fundamentals data to create the P&L Statement. The P&L statement should include the Gross Profit, Operating Profit or EBIT values for all the years there is historical data available for that company in the dataset.
Create a financial model for a company (different from Task 2) of your choice that forecasts out the Gross Profit, Operating Profit or EBIT for two more years using three scenarios (Best case, Weak case and Base case). Your assumptions for revenue growth, gross margin and operating margin should change for each scenario.
Step One - Get Organized
When you complete your analysis and presentation you’ll want to submit your project. Get organized before you begin. I recommend creating a single folder that will eventually contain:
The presentation with the visual and summary
The original data set
A copy of the spreadsheet workbook you will use to do the analysis for your report that contains at least the following tabs:
P&L Statement Dashboard
Step Two - Analyze Your Data
Look through the Tasks described above and select the qualitative variable and quantitative variable you want to focus your analysis on for the various tasks. Then use the .csv file to conduct your data analysis.
Step Three - Create Your Presentation
Once you have finished analyzing the data, create a presentation that shares the visual and summary paragraph. The summary paragraph should clearly communicate your findings based on your analysis, and provide visual or numeric values associated with your summary.
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