AAW317 ACCOUNTING AND FINANCE ANALYTICS
.docx
School
No School**We aren't endorsed by this school
Course
AA 1
Subject
Accounting
Date
Dec 16, 2024
Pages
7
Uploaded by
AAW317 ACCOUNTING AND FINANCE ANALYTICSACADEMIC SESSION 2024/2025SEMESTER 1LECTURER: DR. LOK CHAR LEE PART 1 ACCOUNTING ANALYTICSNO.NAMEMATRIC NUMBER1.LIM ZHIYEE1649832.NIK SI QIN1612053.QUEK AI THENG1623244.QUEK YI XUAN1626665.RACHEL ANG PEI YIN1635776.TEH KAI LIANG
TASK ALLOCATIONNAMEPARTDUE DATEQUEK AI THENGLab 4-3 Part 1: Power BI Lab 4-3 Part 1: All AQ2/1/202510/1/2025NIK SI QINLab 4-3 Part 1: Tableau Lab 4-3 Part 1: All OQ2/1/202510/1/2025QUEK YI XUANLab 4-3 Part 2: Power BILab 4-3 Part 2: All AQ5/1/202510/1/2025TEH KAI LIANGLab 4-3 Part 2: TableauLab 4-3 Part 2: All OQ5/1/202510/1/2025RACHEL ANG PEI YINLab 6-3: Power BILab 6-3: All AQ5/1/202510/1/2025LIM ZHIYEELab 6-3 Tableau Lab 6-3: All OQ5/1/202510/1/202514 January 2025, 12:00 AMNOTE: LAB 4-3 PART 1 REFER TEXTBOOK PAGE 462LAB 4-3 PART 2 REFER TEXTBOOK PAGE 467LAB 4-3 PART 1做完了PART 2才能做，这两题的人要互相讨论harLAB 6-3 REFER TEXTBOOK PAGE 645DOWNLOAD TABLEAU PUBLIC FROM: https://public.tableau.com/FOR THE AQ QUESTIONS, PLEASE COMPLETE THE QUESTIONS BYREFFERING TO THE OUTPUT; FOR OQ QUESTIONS, DONT GET THEANSWERS FROM ANY ONLINE SOURCES AND CHATGPT.FOR THE ANALYTICS PART, PLEASE GET THE DATASET FROM E-LEARNING AND REFER TO THE SAMPLE OUTPUT IN THE FILE ONE-LEARNING
TABLE OF CONTENTNO.CONTENTPAGE1.0LAB 4-31.1.1PART 1 POWER BI OUTPUT 1.1.2PART 1 TABLEAU OUTPUT 1.1.3PART 1 OBJECTIVE AND ANALYSIS QUESTIONS1.2.1PART 2 POWER BI OUTPUT1.2.2PART 2 TABLEAU OUTPUT1.2.3PART 2 OBJECTIVE AND ANALYSIS QUESTIONS2.0LAB 6-32.1POWER BI OUTPUT2.2TABLEAU OUTPUT2.3OBJECTIVE AND ANALYSIS QUESTIONS
1.0 LAB 4-31.1.1 PART 1 POWER BI OUTPUT1.1.2 PART 1 TABLEAU OUTPUT1.1.3 PART 1 OBJECTIVE AND ANALYSIS QUESTIONSOQ1. What is the total loan amount?3,503,840,175OQ2. What is the median loan amount?13,000OQ3. What is the median interest rate?0.1365OQ4. What is the median debt-to-income ratio?17.63OQ5. What type of analytics (descriptive, diagnostic, predictive, or prescriptive) do these data cards represent?
Descriptive Analytics. It is because the data cards describe historical data, which helps us understand what happened in the past.AQ1. Why do we show the median values in this dashboard instead of average values?The median values in this dashboard instead of average values because it is less affected byoutliers and also is a better measure of central tendency. The average (mean) values can heavilybe affected by the outliers while median is in middle value in a set of data. AQ2. What other summary values would you find useful in summarizing this loan data on adashboard?Other summary values would you find useful in summarizing this loan data on a dashboardinclude average interest rate, 1.1.1 PART 2 POWER BI OUTPUT1.1.2 PART 2 TABLEAU OUTPUT1.1.3 PART 2 OBJECTIVE AND ANALYSIS QUESTIONSOQ1. What percentage of loans have a 36-month term?OQ2. Do most of the borrowers own homes, have a mortgage, or rent?OQ3. Which period has the most nonvolatile volume of loans, January to June or July to December?OQ4. Do borrowers with a high debt-to-equity ratio tend to have larger loans or smaller loans?AQ1. What might explain the pattern of loans in the second half of the year?AQ2. What are some additional ways you could slice loans that would be useful to lenders as they evaluate collectability of loans?AQ3. What other patterns or values stand out in this dashboard?2.0 LAB 6-3
2.1 POWER BI OUTPUT2.2 TABLEAU OUTPUTDiagram 2.2.1: 6-3 TADiagram 2.2.2: 6-3 TB2.3 OBJECTIVE AND ANALYSIS QUESTIONSOQ1. How many duplicate records did you locate?TwoOQ2. What is (are) the invoice number(s) of the duplicate payments? 4022595OQ3. How much money could the company recover from the supplier from these duplicate transactions? 732OQ 4. What data items do you need to combine to be able to find duplicate payments?
Payment ID, Payment date, Prepared by, Invoice Reference, to find DuplicateAQ1. Before computerization or Data Analytics, how would companies find that they had made duplicate payments? AQ2. What data items do you need to be able to find duplicate payments? AQ3. Would the date of the duplicate payments usually be the same or different?