AIS Exercise

xlsx

School

University of Notre Dame *

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0P

Subject

Information Systems

Date

Nov 24, 2024

Type

xlsx

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10

Uploaded by phuongnhu1503

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Two Roads is a charitable organization whose mi young adults. Established in Calgary in 2005, the Calgary, Vancouver, and Edmonton. Two Roads year, each of which is designed to engage differe generate approximately $3.5 million annually. Thi tremendous community support, but the board of and donor engagement may be stagnating. The board has asked you, CPA, to help analyze | years (including the numbers, types, and charact success of the various campaigns. Two Roads has been collecting data on its donor information to process receipts. The board has pi organization’s donor database for 2018 and 201¢ Power BlI, to help you with your analysis. In additi any areas of concern that may impact the organi: The board would like you to present your findings next board meeting in four weeks’ time. The boar board is not very savvy when it comes to analyzit best if you explain your results and recommenda The organization collects the following informatio e Donor ID: This is a unique identifier assigned e Name: Names have been removed from your e Donor Type: Each donor is categorized as an
foundation, estate, or unknown (for anonymot e Gender: If the donor type is “individual,” the d female, but this field is not required. e Age: If the donor type is “individual,” the donc is not required. e City: This is the donor’s place of residence. e Gift Amount: This is the dollar value of the gif * Gift Batch Number: This number is used for e Gift Year: This is the year the gift was given. e Campaign Description: This is the campaign Task #1 Ensure you have the most recent version of Po\ (see Required Software in the Content section ¢ Two Roads processes about 2,500 gifts each ye community support from both individuals and lo these two groups in the organization’s donor mi board would like to know what a typical donor Ic play a role in donor behaviour, and it’s critical to existing donors. The board would like you to an: i. How many gifts have been received in the
ii. Since some donors give multiple gifts, how iii. What are the different types of donors, anc Roads? iv. What is the total gift amount by donor type Task #2 Individuals make up the largest donor group b would like to explore some of the demographic i. What are the total gifts from individuals, t ii. What is the average age of an individual « iii. What is the number of donors by age? iv. Where are individual donors located? Task #3 The successful execution of campaigns is critice Over the years, the organization has tweaked tt campaign. It also decided to end a campaign in i. What is the total dollar value of gifts rece ii. How much has each campaign contribute iii. ~ Compare the individual campaign results
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iv. Provide a breakdown of which type of do Follow the steps outlined in Appendix Ill and st pasting them into your Word document as part ¢ Task #4 Prepare a memo to the board that qualitatively ¢ gathered. To reiterate, the board’s requested ini e an overview of the number and types of don best donor type « a profile of the organization’s individual donc organization in the future * an evaluation of the relative success of eact including how successful they have been in: for how those campaigns can be improved « anything else that you think is relevant Your response should be no longer than 1.5 Task #5 In preparation for your upcoming module evalue writing software on your computer. Follow the in test the exam writing software.
Also, be sure to read the examination informatic Certification Resource Centre site (link on home
ission is to support at-risk youth and : organization has outreach centres in runs seven fundraising campaigns a :nt donor groups. These campaigns e organization has always had directors is concerned that gift-giving ooth the gift patterns over the past two eristics of donors) and the relative s since inception but has only used the rovided you with full access to the ) and Microsoft’s analytics platform, ion, the board would like you to identify zation. ; in a memo for consideration at the 'd chair has confided in you that the 1g vast amounts of data, so it would be tions in a straightforward manner. in about its donors: to each new donor. data set for privacy reasons. individual, company, organization,
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us gifts). onor may be categorized as male or r's age may be included, but this field internal tracking purposes. for which the gift was received. ver Bl downloaded onto your computer >f D2L). 2ar. It has always received strong cal businesses, but the proportion of x has ebbed and flowed over time. The 0ks like, as demographics appear to 1 maintain a good relationship with swer the following: past two years?
rmany distinct donors are there? { how many of each type give to Two in 2018 and 2019? y a wide margin. Given this, the board > information on its donors. rroken down by gender? donor? 1l to the success of the Two Roads. 1e timing, length, and marketing of each 2019. ived in 2018 and in 2019? 2d to Two Roads’ revenue? .for 2018 and 2019.
nors contribute to each campaign. 1bmit the required screenshots by >f your response. analyzes the information you have formation includes: ors the organization has, highlighting the rs, and how that may impact the 1 of the organization’s campaigns, engaging donor groups and suggestions pages. ition, you are required to install exam istructions located here to install and
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n located in the Examinations :page).