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Project Overview & Instructions
OBJECTIVE
This project gives students the opport
Project Overview & Instructions
OBJECTIVE
This project gives students the opportunity to apply the AMPS Framework to address a relevant
business question. In doing so, this assignment will contribute towards the development of an
“analytics mindset”, which is the ability to:
► Ask the right questions,
► Extract, transform and load relevant data,
► Apply appropriate data analytics techniques, and
► Interpret and share the results with stakeholders.
You have the choice to complete the semester project individually or in pairs. If you wish to
work with a partner, you must inform your instructor as soon as you begin working on the
project and no later than May 3, 2023. If you do not declare a partner by the deadline, you
must complete the project on your own.
BACKGROUND
This project is based on the Capstone Project 1 of the textbook used in this course (Richardson,
V. J., Teeter, R., & Terrell, K. (2023). Data Analytics for Accounting. New York, NY: McGraw-Hill
Education). You will be using real-world data from Lending Club – a US based peer-to-peer
lending company (www.lendingclub.com) – to analyze loan approvals and repayments.
REQUIREMENTS
You work for Lending Club as an accounting data analyst and you have been tasked with
developing a diagnostic model of loan repayment. Your task is to use appropriate software
tools, including Microsoft Office Excel and Tableau, to analyze data provided by the company.
Your ultimate goal is to understand the link between loan characteristics, initial loan approval,
and future loan repayment.
a. Part 1 – Written Report: The report should cover all five deliverables as described on p. 280
of the textbook (link available on Blackboard) and follow the guidelines outlined on the next
page.
a. Deliverable 1: Create and start working on your reportb. Deliverable 2: Prepare a Desсrіptive Statistics of the Independent and Dependent
Variables
c. Deliverable 3: Transform Data and Prepare another Set of Desсrіptive Statistics
d. Deliverable 4: Perform the Analysis
e. Deliverable 5: Create the Final Report
IMPORTANT: You must follow all instructions and formatting requirements, carefully and
exactly. If in doubt, reach out to your instructor.
b. Part 2 – Presentation: Prepare a professional presentation to the Chief Loan Officer of
Lending Club discussing your analysis. This presentation should be about 10 minutes in
length and summarize the main findings and recommendations from your written report. It
should be professional-looking, informative, and must include outputs, charts, and
visualizations from Microsoft Office Excel and/or Tableau.
c. You can use either PowerPoint or Tableau to prepare the presentation. You will need to
record your presentation and submit it before the deadline. Please note that you must turn
on the camera when you record your presentation! In other words, your recording should
include your slides and your face. Failure to comply will result in a significant reduction of
points.
d. Part 3 – Work Papers (Files): Prepare all your analysis, including visualizations, in Microsoft
Office Excel and/or Tableau. All your work papers must be submitted with your report and
should be organized in a professional, easy-to-follow way. Add explanations to your
visualizations where necessary
I certify that I am the author of this work and that any assistance I have received in its
preparation is fully acknowledged and disclosed. I have also cited any sources from which I used
data, ideas or words, directly quoted or paraphrased. This work was prepared by me specifically
for this course.
Include a Table of Content with relevant section headings to organize your report
Create at least four (4) visualizations (bar graphs, line charts, etc.) and discuss them in your
report
Font: Times New Roman; Font size: 12; Line Spacing: 1.5; Normal Margins (1’’ on each side)
Appendix: include a bibliography (https://www.plagiarism.org/article/whats-a-bibliography)
in APA style (http://www.easybib.com/guides/citation-guides/apa-format/) and additional
information, charts, sources, etc. as necessary
Important Info
The order was placed through a short procedure (customer skipped some order details).
Please clarify some paper details before starting to work on the order.
Type of paper and subject
Number of sources and formatting style
Type of service (writing, rewriting, etc)
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