Framing the Client Brief and Data Set Report

Assignment Tasks

Task 1

Duplicate your data set in Microsoft Excel and clean the data in preparation for analysis. Make clear and detailed notes of this process as you go, you will need them for writing up the exploratory analysis.

Task 2

From the clean data set, create a pivot table plus select an appropriate format and create a pivot chart from that table. This chart should tell a visually descriptive story for your organisation; and it is understood that it tells one part of the data set's 'total' story.

Task 3

Write a 200-word summary of the story this data conveys. Write as narrative, not dot points.

Task 4

Compile an exploratory analysis in the format of a short report that contains the following sections:

1. Introduction: framing the client brief and data set (3 sentences maximum). This is NOT your descriptive summary; this is an introduction to the project.
2. Data cleaning: a dot point summary of the data cleaning strategies, Excel tools that were engaged, and rationale for what each data cleaning step was taken, especially where elements or categories were in some way changed or removed.
3. Results: The one pivot table from the Excel workbook or one pivot chart generated from the pivot table.
4. Findings: This is your 200-word (+/- 10%) summary directly noted above in 'Task 3' and it should be speaking directly to the pivot table or pivot chart describing why the results might be important for invested stakeholders.

Step-by-Step Approach by Academic Mentor

The academic mentor guided the student through the assessment in a structured, stepwise process:

1. Understanding the Requirements: The mentor first explained the importance of handling datasets responsibly and why documenting every cleaning step was crucial for transparency and reproducibility.

2. Data Cleaning Guidance: The student was walked through practical Excel cleaning strategies such as removing duplicates, handling missing values, standardising categories, and ensuring consistent formatting. Each step was discussed with rationale so the student could justify decisions later in the report.

3. Pivot Table & Chart Construction: The mentor demonstrated how to select meaningful variables to build the pivot table, then guided the student in choosing the most effective chart format (e.g., bar, column, or line) to communicate a clear story.

4. Writing the Narrative: The mentor helped the student shift from raw numbers to stakeholder-friendly interpretation, focusing on why the results matter and how they could influence decision-making. The student practiced writing the 200-word narrative in a clear, engaging, and concise style.

5. Report Structuring: The mentor explained the purpose of each section (intro, cleaning summary, results, findings) and ensured the student kept each part aligned with the task requirements. The student was encouraged to maintain logical flow and professional tone.

Outcome and Learning Objectives Achieved

By following this guided process, the student successfully:

• Learned how to systematically clean and prepare raw data for analysis.
• Understood the use of pivot tables and charts as tools for data storytelling.
• Developed the ability to translate data insights into meaningful narratives for stakeholders.
• Practiced writing a concise and well-structured exploratory analysis report.
• Met learning objectives around data management, analytical thinking, communication skills, and professional reporting.

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