DATESHET 1

 

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QSO 320 Milestone One Guidelines and Rubric 
 
Overview: It is essential for a business professional to develop spreadsheet software skills for analyzing a variety of business situations using quantitative means. 
This project takes a hands‐on approach by placing you in a real‐world context. You will utilize technical concepts to interpret a business framework and apply 
selected quantitative techniques to arrive at accurate information that can be used for sound decision‐making.  
 
Specifically, you will assume the role of a business analyst working for a winery in northern California. In this milestone, you are provided a set of raw data, and, 
from that data set, you must respond to questions from management. You will calculate and present your answers in a consumable way using spreadsheet 
software. 
 
Prompt: Review the critical elements below and then examine the Excel 2013 Bible chapters assigned for Module One as well as the Final Project Excel Functions 
document. Select a function that you believe will help you answer the following questions based on an analysis of the final project raw data set provided. 
 
Specifically, the following critical elements must be addressed: 
 

1. What were total sales by salesperson?  
2. What were the total sales of red wine in California over the last six months? Draft this answer graphically and in a way that shows each different 

salesperson’s sales.  
3. Which types of wine were the best and worst sellers? Again, draft this answer graphically showing all wine sales by type of wine.  

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Note: Be sure to properly label each of your graphs for clear interpretation purposes. 
Guidelines for Submission: Submit a document that communicates your answers, using a graph where indicated. 
 
 

Critical Elements  Proficient (100%) Needs Improvement (75%) Not Evident (0%) Value
Data Analysis: Sales by 

Salesperson 
Correctly determines the total 
sales by salesperson 

Determines the total sales by 
salesperson, but answer is 
incomplete or has inaccuracies

Does not determine the total 
sales by salesperson 

20

Data Analysis: Total 
Sales of Red Wine 

Accurately and comprehensively 
presents the total sales of red 
wine in California over the last 
six months

Presents the total sales of red 
wine in California over the last 
six months, but answer is 
incomplete or has inaccuracies

Does not present the total sales 
of red wine in California over the 
last six months 

40

Data Analysis: Best and 
Worst Sellers 

Accurately and comprehensively 
presents the best and worst 
sellers by types of wine 

Presents the best and worst 
sellers by types of wine, but 
answer is incomplete or has 
inaccuracies

Does not present the best and 
worst sellers by types of wine 

40

Total 100%

 
 

Sheet1

Los Angeles

Jun

e

Red

Organic

San Diego

Bill

San Francisco

Jane Red

San Diego Feb Jane Red

Los Angeles Jan Joe Red

San Francisco Mar Jane Organic

San Francisco Apr Jane Red

San Diego Feb Jane Organic

Los Angeles Feb Bill White

San Diego May Joe Organic

San Diego Apr Bill White

San Francisco Apr Joe Red

Los Angeles Jun Jane White

San Francisco Jan Joe Red

San Diego Feb Bill Red

San Francisco Feb Joe White

San Diego Jan Jane Organic

San Francisco Apr Jane Red

Los Angeles Mar Joe White

San Francisco Mar Bill White

San Diego Jun Jane Red

San Diego Jun Joe Organic

San Diego Apr Jane Red

San Francisco Apr Bill White

Los Angeles Apr Bill White

Los Angeles Feb Jane White

San Francisco Jan Jane White

San Diego Apr Joe Organic

San Diego Jun Bill White

San Diego Jan Jane White

San Diego Mar Joe Red

San Francisco Feb Bill White

$4,031 San Francisco Feb Jane White
$7,498 San Diego Apr Jane Organic

San Diego Feb Jane Red

San Francisco May Jane White

San Diego May Joe White

San Francisco Jun Jane Red

San Diego Jan Jane White

San Francisco Jun Jane Organic

Los Angeles Mar Joe Red

Los Angeles Feb Joe Red

San Francisco Jun Jane Organic

Los Angeles May Jane Organic

San Diego May Bill Red

San Francisco Apr Joe White

San Francisco Apr Bill Red

Los Angeles May Bill Red

San Francisco Jan Bill White

Los Angeles Feb Joe White

San Francisco Jan Joe Red

San Francisco Jun Joe White

San Francisco Jan Bill White

San Francisco Mar Bill Organic

San Diego May Bill Organic

San Diego Apr Joe Organic

San Diego Jan Joe Red

Los Angeles Mar Bill Organic

San Diego Mar Jane White

San Diego Feb Bill White

San Francisco May Jane Organic

Los Angeles Feb Bill Red

San Francisco Jun Joe Organic

Los Angeles Jun Jane Red

San Francisco May Bill Red

San Francisco Jan Joe Red

Los Angeles Jan Jane Red

Los Angeles Apr Bill White

San Diego Jan Joe Red

Los Angeles Feb Joe Organic

Los Angeles Jan Joe White

San Francisco Jun Bill Red

San Francisco May Joe Red

San Francisco Jan Joe Red

Los Angeles May Bill White

San Diego Apr Bill White

Los Angeles May Joe Organic

San Diego Feb Bill Red

San Francisco Jan Jane White

San Francisco Mar Jane White

San Francisco Jun Bill Red

San Diego Jan Jane Organic

San Francisco Jun Jane White

Los Angeles Jun Bill Red

San Francisco Apr Joe Organic

San Francisco Feb Joe White

Los Angeles Jan Bill White

San Diego May Jane White

Los Angeles Mar Joe White

San Francisco Apr Bill Red

Los Angeles Feb Joe White

San Diego Feb Joe White

Los Angeles May Jane Red

San Francisco Mar Bill White

San Diego Jan Jane Organic

San Francisco Jan Bill Red

San Diego Jun Jane Red

Sales City Date Sales Rep Type Wine
$7,451 Los Angeles Feb Bill Red
$11,221 Jun Joe Organic
$9,525 San Francisco Jan
$3,986 San Diego May Jane
$11,667 Apr White
$11,649 Mar
$9,010
$5,686
$9,121
$8,703
$4,369
$5,936
$9,990
$5,217
$5,582
$7,913
$8,581
$7,472
$4,716
$3,020
$11,552
$8,507
$8,573
$4,827
$11,146
$10,898
$10,424
$6,077
$4,908
$4,652
$7,498
$4,641
$10,440
$4,168
$4,031
$8,305
$4,788
$11,953
$11,482
$11,959
$8,681
$10,399
$11,310
$6,981
$8,758
$9,837
$4,276
$7,515
$10,497
$8,587
$7,373
$8,722
$5,607
$11,029
$6,262
$9,432
$6,685
$3,913
$7,642
$9,549
$9,014
$7,390
$3,390
$4,670
$8,535
$9,112
$8,197
$3,287
$6,388
$9,887
$6,326
$10,694
$9,779
$10,157
$5,286
$8,516
$7,177
$6,312
$5,546
$5,294
$7,879
$6,437
$6,061
$7,763
$5,761
$9,248
$10,919
$11,498
$8,950
$9,133
$9,332
$5,437
$7,914
$8,559
$8,274
$3,877
$3,407
$5,605

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