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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 thismodule to complete this project.IntroductionFor the final project, you will conduct three tasks: 1) complete your own data analysis and create a presentation to share your findings, 2) develop adashboard for a Profit and Loss Statement, and 3) create a Financial Forecasting Model using three scenarios. You should start by taking a look at yourdataset and brainstorming which sub-category and company you want to focus your data analysis on – the questions leading to this page should haveassisted in this process! Then you should use spreadsheets or another Excel-like software to conduct your analysis and choose a sub-category and companyyou are most interested in. This project is open-ended in that there is no one right answer.Project Goals:Here are the three tasks that you will complete in the final project.Task 1:a. Identify the question about the data that you will answer based on your data analysis, and include this in your slide presentation.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 measuresof spread (standard deviation and range)] you used to answer your question.Deliverable: Slide presentation, Spreadsheet with tab for Summary statisticsb. Your slide presentation should provide 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 ofcenter and spread and at least one numeric summary statistic in the descriiption.Deliverable: Slide presentation (includes visualization)Task 2: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 thedataset.Deliverable: Spreadsheet with tab for Dynamic P&L statementTask 3: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 yearsusing three scenarios (Best case, Weak case and Base case).Your assumptions for revenue growth, gross margin and operating margin should change for each scenario.The forecasting model should be dynamic for the selection of the case (Weak, Base, Strong). However, the forecasting model can be static for the chosencompany sticker symbol.Deliverable: Spreadsheet with tab for Forecasting ModelStep One – Get OrganizedWhen you complete your analysis and presentation you’ll want to submit your project. Get organized before you begin. I recommend creating a single folderthat will eventually contain:The presentation with the visual and summaryThe original data setA copy of the spreadsheet workbook you will use to do the analysis for your report that contains at least the following tabs:Data fileSummary statisticsP&L Statement DashboardForecast scenariosStep Two – Analyze Your DataLook 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 PresentationOnce you have finished analyzing the data, create a presentation that shares the visual and summary paragraph. The summary paragraph should clearlycommunicate your findings based on your analysis, and provide visual or numeric values associated with your summary.The submission template is a Google Slides file. Make a copy of the submission template to complete your project. We suggest you use the layout provided,though it is not a requirement.If you are not able to access Google Slides, then you can download the submission template in .pptx format from the bottom of this page.Step Four – Assemble your Worksheet You will need to include the Excel file with the summary statistics, dashboard, and financial model scenarios. What toinclude in your submission:A presentation file that should include a slide with:A statement of the question you posedSummary statistics and plots communicating your final resultsFormatting of your submission:Feel free to use our template to develop the presentation.In order to submit your presentation for review, you will need to save your slides as a PDF or PowerPoint PPT file. You can create a PDF file from withinGoogle Slides by selecting File > Download as > PDF Document.Excel Workbook or Google Sheets with tabs for each of the following:DatasetSummary statisticsProfit and Loss statement dashboardForecast model for three scenariosYour workbook can include additional tabs you may need for your project (e.g., pivot tables).Formatting of your submission:The Forecast model should be set to the company of your choice. You may choose to have the ticker symbol or name of the company in text at the top forthe forecast model.You will also need to save your spreadsheet in .xlsx format OR provide a link to your Google Sheets. You should provide the link to the Google sheet in yourpresentation slides since Google Sheets formulas do not download properly into Excel and the reviewer will not be able to see all the formulas.Put your presentation and spreadsheet workbook you used to do the analysis in a folder and zip it. Then submit the zipped folder for your project.Step Five – Check the RubricUse the Project Rubric located here. If you see room for improvement, keep working to improve your project.Step Six – Assemble your folder ready for submissionIf you are happy with your submission, then you’re ready to submit your project. Put your presentation and spreadsheet workbook in a folder and zip it. Thensubmit the zipped folder for your project.
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