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Instructional Analysis Select graphics format to display dataset summary List the key charact eristic s of differe nt types o f data List types of quality checks used to identify discrepan cies Match statistic al analysis technique s for different types of data type Calculat e measures used to compare and contrast data sets Describe most common quality issues analyzed by managemen t Explain successfu l steps to find problems and their sources Select graphics format to display dataset summary 2. Analyze and summariz e data using statisti cal methods 3. Analyze discrepan cies in data sets 5. Create appropria te managemen t report 1.Select appropria te analysis technique s from given data Different iate quantitat ive and categoric al customer service data Identify quality problems within the data Given customer satisfaction data, identify discrepancies, analyze, critically evaluate, and provide relevant feedback, to the analysts department with confidence. 4. Determine relevant data for feedback V V Perform statist ical Analyse s Explain statisti cal and database terms and concepts Demonstrat e the use of database concepts in intermedia te Excel spreadshee t functions Understa nd job requirem ents related to statisti cs Choose to adopt new job duties related to statisti cs Perform basic Excel function s

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Statistical and Database Concepts Task Analysis Explain JB-relevant statistical and database concepts and terms Perform a simple 2 variable correlation and regression analysis and interpret the results List characteristics relevant to quantitative data (centerness, dispersion, shape, outliers) Describe types of data and their characteristics List statistical measures of centerness List characteristics relevant to categorical data Describe the difference between descriptive and inferential statistics Differentiate between quantitative and categorical data List key characteristics of time series data Identify the unit of analysis of a variety of relevant data List statistical measures of dispersion Describe how shape characteristics are used in statistical analysis Explain the concept of 2 variable correlation and the correlation coefficient Calculate statistical measures dispersion for simple example data Describe common statistical distribution shapes State the definition of outliers or unusual data Create 2way contingency tables for simple 2 variable categorical data Describe & calculate JB relevant statistics for quantitative data Calculate statistical measures centerness for simple example data Describe & calculate JB relevant statistics for categorical data Write a summary statement of categorical data contingency tables Identify the slope and intercept in a linear equation Calculate the correlation coefficient for simple example data Interpret the slope and intercept of a linear equation State the guidelines for reporting outliers Explain database structures and terms List everyday “lists” that can be described as databases List and describe JB databases used by your dept.

TRANSCRIPT

Page 1: Instructional Analysis Select graphics format to display dataset summary List the key characteris tics of different types o f data List types of quality

Instructional AnalysisSelect graphics format to display dataset summary

List the key characteris

tics of different types o f

data

List types of quality checks

used to identify

discrepancies

Match statistical analysis

techniques for different types of data

type

Calculate measures used to

compare and contrast

data sets

Describe most

common quality issues analyzed by

management

Explain successful

steps to find problems and their sources

Select graphics

format to display dataset

summary

2. Analyze and summarize data using statistical methods

3. Analyze discrepancies in data sets

5. Create appropriate

management report

1.Select appropriate analysis techniques from given data

Differentiate quantitative and categorical customer service data

Identify quality problems within the data

Given customer satisfaction data, identify discrepancies, analyze, critically evaluate, and provide relevant feedback, to the analysts department with confidence.

4. Determine relevant data for feedback

V

V

Perform statistical Analyses

Explain statistical

and database terms and concepts

Demonstrate the use of database

concepts in intermediate

Excel spreadsheet

functions

Understand job

requirements related to

statistics

Choose to adopt new job duties related to statistics

Perform basic Excel functions

Page 2: Instructional Analysis Select graphics format to display dataset summary List the key characteris tics of different types o f data List types of quality

Excel Functionality Task Analysis

Demonstrate the use of intermediate Excel

functionality

Load Excel Add-ins

Familiar with Options in Office

Button

Use vlookup, sumif and countif functions to find matches and summarize using Jet Blue data

Demonstrate use of vlookup, sumif and countif functions on simple data

Create simple non-pivot table charts using simple

example data Write formulas that link worksheets

Write simple formulas involving

these 4 basic functions

List at least 4 Excel functions commonly

used at Jet Blue

Demonstrate familiarity with at least 4 Excel functions

Create pivot table charts from JB real data pivot

tables

Create enhanced charts with use of color, text labeling, custom axes,

etc.

Create simple commonly used non-pivot table

charts from real JB data

List at least 4 charts commonly used at Jet

Blue

Demonstrate familiarity with at least 4 different chart types

Sort and filter simple example data

Create pivot tables from simple example data

Sort and filter real JB data

Create pivot tables from real JB data

Demonstrate familiarity with basic Excel functionality

Page 3: Instructional Analysis Select graphics format to display dataset summary List the key characteris tics of different types o f data List types of quality

Statistical and Database Concepts Task Analysis

Explain JB-relevant statistical and database concepts and

terms

Perform a simple 2 variable correlation and regression analysis and interpret the

results

List characteristics relevant to quantitative data (centerness, dispersion, shape, outliers)

Describe types of data and their characteristics

List statistical measures of centerness

List characteristics relevant to

categorical data

Describe the difference between

descriptive and inferential statistics

Differentiate between

quantitative and categorical data

List key characteristics of time series data

Identify the unit of analysis of a variety

of relevant data

List statistical measures of dispersion

Describe how shape characteristics are used

in statistical analysis

Explain the concept of 2 variable correlation and the correlation coefficient

Calculate statistical measures dispersion for

simple example data

Describe common statistical distribution

shapes

State the definition of outliers or unusual data

Create 2way contingency tables

for simple 2 variable categorical

data

Describe & calculate JB relevant statistics for

quantitative data

Calculate statistical measures centerness

for simple example data

Describe & calculate JB

relevant statistics for categorical data

Write a summary statement of

categorical data contingency tables

Identify the slope and intercept in a linear equation

Calculate the correlation coefficient for simple example data

Interpret the slope and intercept of a linear equation

State the guidelines for reporting outliers

Explain database structures and

terms

List everyday “lists” that can be

described as databases

List and describe JB databases used

by your dept.

Page 4: Instructional Analysis Select graphics format to display dataset summary List the key characteris tics of different types o f data List types of quality

Perform Statistical Analyses Task Analysis

Using software, perform Statistical Analyses with JB

Data

Create statistical summaries (both

tabular & charts) of JB quantitative data

Create statistical summaries of JB categorical data

Perform a 2 variable correlation and regression analysis of JB data and describe the results

Identify at least 4 JB-relevant Excel

statistical functions

Using Excel statistical functions, calculate

at least 4 statistics of a simple dataset

Create graphical representations of the simple dataset

Create graphical representations of

the JB dataset

Using Excel statistical functions, find at

least 4 statistics of a real JB dataset

Activate the Excel Data Analysis Add-in

From a simple text description, prepare a 2 way contingency table in

Excel

In Excel, add marginal distribution calculations to

the 2 way table

In Excel, using JB real data, prepare a 2 way

contingency table with marginal distributions

Create graphical representations of the JB real data 2 way table &

marg distrib.

Using Excel with a 2 variable set of simple data, produce a

scatterplot chart

Add a trendline and r2 value to the scatterplot chart

Using the Data Analysis tools in Excel, determine the R2 value and the slope and intercept of

the regression equation

Using the Data Analysis tools in Excel with real JB data,

determine the R2 value and the slope and intercept of the

regression equation

Using Excel and real JB data, create a scatterplot with a

trendline and r2 value

Page 5: Instructional Analysis Select graphics format to display dataset summary List the key characteris tics of different types o f data List types of quality

Instructional Summary for Jet Blue Basic Statistics Training for Jet Blue Customer Insight Team Coordinators

This course has 5 sections:(1) Selecting and Manipulating Data(2) Analyzing Data Using Statistical Methods(3) Analyzing Discrepancies in Data Sets(4) Determining Relevant Data for Feedback(5) Creating Appropriate Management Reports Key instructional strategies :Anchored InstructionCognitive LoadCognitive FlexibilityElaboration Theory

Key strategies deployed to increase interest and self-motivation: Use of real situation scenarios as anchors to faciltiate in-context learning. Techniques to reduce cognitive load while encouraging flexible knowledge acquisition. Navigation to increase learner control and self-efficacy. The course structure is both linear as required by the instructioal chronology and non-linear for for ill-structured for the flexible assembly of knowledge.

Target Audience: Jet Blue Customer Care CoordinatorsDesign: Graphics, simple animation, voice-over, videos and tutorialsAssessment: Non-graded, included at the end of cluster and at the end of every section. Seat Time: 10-12 hours Design Schedule: September, 2011 - May 2012

Page 6: Instructional Analysis Select graphics format to display dataset summary List the key characteris tics of different types o f data List types of quality

Module 1

The Basics

Jet Blue Customer Insight TeamStatistical Analysis Training

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Developer NotesInsert Jet Blue music when program is opened. 10sec. Stop music when narration begins.

Basics Statistics Training for Jet Blue Customer Insight

Team CoordinatorsModule 1

Instructional Design RationaleModule 1: Introduce foundational knowledge and skills necessary for more advanced skills; provide scaffolding.

Narration:Welcome to Basic Statistics Training for Customer Insight Coordinators. Please click on Next Slide to begin your course.

Next Slide

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Instructional Design RationaleReduce extraneous cognitive load through navigation instructions.

Developer NotesInsert Main Menu, Back and Next Slide navigation buttons.

Narration:Take a few minutes and become familiar with the organization of this course. You can always return to the main menu by clicking on the Main Menu button in the upper left corner. Use the arrows near the bottom right and left corners of each slide to navigate to another slide. Whenever you see a blue underlined word or phrase recognize that is a link to another website or embedded materials. Remember also that if you are using these outside materials you can return to this course by clicking the back arrow in your browser. Finally, look for purple highlighted words – they are key terms that it will be important for you to understand as you build skill in this course.

Navigating through this course

• Main Menu• Moving back and forth between slides• Links to resource materials• Highlighted words

Main Menu

Previous Slide

Next Slide

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Instructional Design RationaleReduce extraneous cognitive load through easy navigation.

Developer NotesInsert navigation buttons to each section of the course.

Narration:This module is divided into four sections. Remember, you can preview or review any section or slide by clicking the main menu button or the next and previous slide buttons.

Main Menu Module 1Main Menu

Previous Slide

Next Slide

Lesson 1: Database Concepts

Lesson 2: Excel Functionality

Lesson 3: Creating Pivot Tables Lesson 4: Charts

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Instructional Design Rationale Keller’s ARCS model: attention with simulations

Developer NotesInsert navigation buttons to each section of the course.

Narration:Jet Blue’s success as a air carrier and its future growth depend on satisfied customers! Click on the links to watch the videos and as you do, ask yourself the question, will these customers fly again with Jet Blue? How will you know?

Why Study Statistics?

Jet Blue’s success = satisfied customers<hyperlink to video 1><hyperlink to video 2>

Will these customers fly again with Jet Blue?

Main Menu

Previous Slide

Next Slide

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Instructional Design Rationale•Establish overall course goal and introduce module.•Keller’s ARCS model: relevant topic

Developer NotesInsert navigation buttons

Narration:This course will give you the skills to answer the questions about customer satisfaction and provide important feedback to your analysts. This first module will cover the database terms and concepts and Excel skills you first need to understand as you build your Click Next Slide to begin.

Course Goal

Given customer satisfaction data, you will be able to identify discrepancies, analyze, critically evaluate and provide relevant feedback to Jet

Blue analysts.

Module 1: Database Concepts, Excel Functionality, Pivot Tables and Charts

Main Menu

Previous Slide

Next Slide

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Instructional Design RationaleEstablish pre-requisites and self-efficacy for more advanced concepts.

Developer NotesInsert navigation buttons. Insert hyperlink to assessment and skill builder.

Narration:Using statistics to analyze data and create useful reports requires skills using Excel spreadsheets. Basic Excel is an important foundation database for the concepts throughout this course. Before we continue, let’s make sure you have the basic Excel skills. You can complete the skills builder assessment as many times as you need to; once you are confident in your skills, go to the next slide.

First, test your basic Excel skills!

Remember – Excel is a software program that is used for statistical analysis!• Click on the link to a short skills

assessment and skill builder.<link to assessment>• If 80% or above, go to the next slide.

Main Menu

Previous Slide

Next Slide

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Instructional Design RationaleElaboration: Recognize general concepts, explain their structure and apply to more concrete concepts.

Developer NotesUse graphics to highlight each objective as narrated.

Narration:This lesson will explore the basic database structures used in Excel so that you can understand what databases are used in your department to collect data that might be analyzed using statistical analysis.

Lesson 1 – Database Concepts and Terms

Objective: Using database concepts and terms you will learn to:

• Identify databases• Explain database structures and terms• Recognize databases used by your department

Main Menu

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Instructional Design Rationale•Elaborative sequence using epitome. Introducing ill-structured exercise. •Constructivism: naturally connecting knowledge, skills and complexity.

Developer NotesInsert navigation buttons.

Narration:Excel, among other things, is a type of database that is frequently used to analyse data using statistics. With basic Excel skills, you can easily understand database structures and terms. There are many kinds of databases – we all use them everyday without even thinking about it. For example, do you use a club roster or keep a list for a soccer team or for a group of friends who meet regularly for dinner? Let’s use the example of a greeting card list. Think about how you would use it and what it would look like. Before going to the next slide, organize your list on a sheet of paper. Then click on the next slide.

Let’s understand what databases look like and some database terms

• Many kinds of databasesExercise:

• Create a greeting card list• Organize your list

Main Menu

Previous Slide

Next Slide

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Instructional Design RationaleElaborative sequence using epitome. Introducing more complex information about databases.

Developer NotesInsert navigation buttons.

AnimationWhen row is rolled-over, each row is highlighted sequentially; when columns is rolled over, each column in highlighted sequentially.

Narration:If you organized your list into rows and columns, it probably looks like this. Mouse over the underlined words to see which is a row and which is a column in the database. What are the attributes of the columns and the rows?

Would it look something like this?

Main Menu

Previous Slide

Next Slide

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Instructional Design RationaleElaborative sequence using epitome. Introducing ill-structured exercise.

Developer NotesInsert navigation buttons.

Narration:Like a table, a database has several horizontal rows and vertical columns. A horizontal row is called a record; a vertical column is called a field and the top of the column indicates the field names. Areas where rows and columns intersect is called a cell.

Your database is like a table

In a database:• Horizontal rows = records• Vertical columns = field• Top of the column = field name• Rows and columns intersect = cell

Main Menu

Previous Slide

Next Slide

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Instructional Design RationaleElaborative sequence using epitome. Introducing ill-structured exercise.

Developer NotesInsert navigation buttons. Insert graphics indicating each key term in the database.

Narration:Remember, each of the purple words are key terms. Study the database to make sure you understand how each is used in a database.

Here’s examples of Records, Fields and Cells

Records:Fields: Cells:

Main Menu

Previous Slide

Next Slide

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Instructional Design RationaleElaborative sequence using epitome. Introducing additional database concepts in example.

Developer NotesInsert navigation buttons. Insert new column to graphic for Record Number and number of children. Insert graphics indicating each key term in the database.

Narration:Notice that there are two Susan Nelsons. To help avoid problems, databases usually include a unique record number. That unique number is called an index. This is shown in the modified database.Remember that different fields can have different types of data, for example, for numbers we might add or subtract the number of children; or they can be text, like name or city. Numbers can be treated like text, such as zip codes or telephone numbers.

Is there something about this data that might cause a problem?

Record numberIndexType of Data

Main Menu

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Instructional Design Rationale• Concrete

application of concepts.

• Provide feedback

Developer NotesInsert navigation buttons.

Narration:Follow the instructions to review your skills identifying database concepts and terms. If you need help, click on the help button.

Now let’s review database terms and concepts…

• On the following 5 slides, review the database shown and answer the question on each slide.

• Click on the correct answer – one of the red buttons.• Click on the help button if you need help answering

the question.

Main Menu

Previous Slide

Next Slide

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Instructional Design Rationale•Concrete application of concepts. •Supports sub-objectives.

Developer NotesInsert new navigation buttons. “Need some help” button should take learner to resource. Insert new slides to indicate right answers or wrong answers. Wrong answer should be directed to remedial or previous slides. Right answers should be reinforced.

Narration:Click on one red box to select the answer.

How many records are shown?

Main Menu

Previous Slide

Next Slide

11 19 8 16

Need some help

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Instructional Design Rationale•Concrete application of concepts.•Supports sub-objectives

Developer NotesInsert new navigation buttons. “Need some help” button should take learner to resource. Insert new slides to indicate right answers or wrong answers. Wrong answer should be directed to remedial or previous slides. Right answers should be reinforced.

Narration:Click on one red box to select the answer.

Three field names are:

Main Menu

Previous Slide

Next Slide

SSN, City, Zip

Need some help

Jones, Nelson,

Letterman CA, CA, IN

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Instructional Design Rationale•Concrete application of concepts.•Supports sub-objectives.

Developer NotesInsert new navigation buttons. “Need some help” button should take learner to resource. Insert new slides to indicate right answers or wrong answers. Wrong answer should be directed to remedial or previous slides. Right answers should be reinforced.Use enhanced table with additional field names for unique number and sum of data.

Narration:Click on one red box to select the answer.

Additional test for unique number and sum of data.

Main Menu

Previous Slide

Next Slide

Need some help

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Instructional Design Rationale•Situated application of concepts.•Supports sub-objectives

Developer NotesInsert text fields. Insert new navigation buttons. “Need some help” button should take learner to resource. Insert new slides to indicate right answers or wrong answers. Wrong answer should be directed to remedial or previous slides. Right answers should be reinforced.

Narration:In the text fields provided, list three Jet Blue databases used in customer insight and then next under each list four data fields found in each.

(Additional test to list Jet Blue databases and recognize data

fields) TBDMain Menu

Previous Slide

Next Slide

Need some help

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Instructional Design RationaleElaboration Theory: allows users to pursue deeper learning.

Developer NotesInsert new navigation buttons. Add links to websites.

Narration:Congratulations! You have successfully completed the basic database concepts and terms lesson. To enhance your skills go to the links on your screen. Click on Next Slide to continue with Lesson 2.

You’ve completed the database concepts and terms lesson.

• Here are some additional resources on the Internet to learn more and practice your skills with databases.

• http://www.interaktonline.com/support/articles/detaisl/Design+Your+Database+Concepts.html?id.art=24&id.asc=216

• http://hermit.cc/teach/ho/dbms/dbms.htm

Main Menu

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Instructional Design RationaleCognitive flexibility: stressing conceptual interrelatedness and providing multiple representations in context

Developer Notes

Narration:Now let’s learn how to apply Excel’s statistical analysis functions to the database concepts you learned in Lesson 1. Don’t worry; you will have the opportunity to learn and practice each of these concepts in your own practice spreadsheet!

Lesson 2 – Excel database navigation and functions used in

statistical analysis

Objective: Demonstrate familiarity with Excel navigation and functionality for statistical analysisUsing your own spreadsheet, you will learn to:

• Differentiate between database-type files and non-database files in Excel

• Sort and filter simple data• Write formulas that link worksheets• Define and demonstrate vlookup, sumif, and

countif functions and how they are used in Excel

Main Menu

Previous Slide

Next Slide

Page 26: Instructional Analysis Select graphics format to display dataset summary List the key characteris tics of different types o f data List types of quality

Instructional Design RationaleCognitive Load: reducing extraneous cognitive load by providing performance aid.

Developer NotesCreate hyperlink to spreadsheet.

Narration: Before we learn about Excel functions, click on the link to your own practice workbook (an Excel spreadsheet). This workbook contains blank worksheets and worksheets containing practice data. You will use this workbook throughout the course to practice your skills. Practice first by just navigating within this spreadsheet. Don’t worry, if you have trouble, the next section will cover navigation and functions and remember, you can reset the worksheet data at any time.

Your Practice Workbook

Your personal practice spreadsheet.

<link to embedded spreadsheet>

Main Menu

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Instructional Design Rationale• Constructivist

approach.• Empower

learner with additional information.

Developer NotesInsert new navigation buttons.Each word creates a popup with definition and screen shot.

Narration:Remember these are key words. They are important navigation tools you should be familiar with in Excel as you work with databases. Click on the word to go to a short description about these navigation tools.

Navigating in Excel

• Can you use these navigation tools in your workbook?• Menu items• Scrolling• Zoom-setting• File saving• Defining print areas

Main Menu

Previous Slide

Next Slide

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Instructional Design Rationale• Elaboration –

simple to complex.

• Goal free design – reduced cognitive load.

Developer Notes.

Narration:It is important to note that not every Excel file is a database file. There are some differences! Remember back to Lesson 1 – database files includes row, columns, fields and cells, all having some type of relationship. Explore the web on your own to see if you can find the two different kinds of Excel files.

Database files vs. non-Database files

• Database = information that can be organized into rows using common fields.

• O = budget, financial report, text report.Exercise:• Open your browser and type in Excel files samples.

Locate two each of non-database and database files.

Main Menu

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Instructional Design Rationale• Elaboration –

general to detailed.

• Multi-channel/multi-mode

Developer NotesInsert new navigation buttons. Create hyperlink to tutorial and practice workbook.

Narration: Sort and filter are important functions in Excel that help you organize your data. These are powerful tools but remember sort and filter do two primary things: order data and select the data you want to see. Click on the link to watch a tutorial on how sort and filter are used to manipulate data.Now practice sorting filtering in your practice Excel workbook using Jet Blue data, in the worksheet named SORT and FILTER.

Additional Ways to Use Your Database

• SortAlphabetical order by name or, Numerical order (age) or height

• FilterSo you can filter out the ones you don’t want to see or useAllow ones that you want to see to be filtered through

http://www.youtube.com/watch?v=hOWBTLCnGKkr <hyperlink to workbook>Practice in your personal workbook: <workbook/Sort_Filter>

Main Menu

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Instructional Design RationaleElaboration – general to detailed.

Developer NotesInsert new navigation buttons. Create popup boxes with definitions. *Might want to change this to be more constructive/goal free

Narration:Now that you are familiar with creating databases in Excel, let’s begin learning about some of the basic Excel functions that are used in statistical analysis. First, look at the definition of these basic functions. Mouse over each function to learn its definition. Click on the tutorial to learn more about each of these functions.

Basic Excel Database Functions used in Statistical Analysis

Functions – built-in formulas that make it easy to perform common calculations on data.

• Average• Mean• Median• Mode

<hyperlink to tutorial>

Main Menu

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Instructional Design RationaleElaboration – general to detailed. Contructivist =use their own data to create the exercise.

Developer NotesInsert new navigation buttons. Create hyperlink to practice workbook.

Narration:As the tutorial demonstrated, average and mean are really the same thing. This graphic shows the Excel function used for finding the average or the mean of a group of numbers. Now open your Excel practice workbook and a new worksheet, name it FUNCTIONS and then practice using the average function to find the average or mean of a group of numbers.

Average & Mean

<hyperlink to workbook>

Main Menu

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Instructional Design RationaleElaboration – general to detailed. Constructivist using their own set of numbers.

Developer NotesInsert new navigation buttons. Create hyperlink to practice workbook.

NarrationThe median of a finite list of numbers can be found by arranging all the numbers from lowest value to highest value and picking the middle one. Remember, If there is an even number of observations, then there is no single middle value; the median is then usually defined to be the mean of the two middle values. Go back to your Excel workbook and open the FUNCTIONS worksheet. Practice using the median function using a set of random numbers.”

Median

<hyperlink to workbook>

Main Menu

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Instructional Design RationaleElaboration – general to detailed. Constructivist using their own numbers and selecting the right formula

Developer NotesInsert new navigation buttons. Create hyperlink to practice workbook.

Narration:If you are looking for the number that appears most often in a set of numbers, you will use the mode functions. Easier than counting the numbers, Excel uses a function that finds the mode for you. Practice in your FUNCTION worksheet, create some number and apply the formula to see how that works.

Mode

<hyperlink to workbook>

Main Menu

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Instructional Design Rationale• Tutorials are an

example of “worked-examples”, emphasized by Sweller, van Merrienboer (1998)

• Cognitive Load: Audio/visual = Modality effect

Developer NotesInsert new navigation buttons. Create hyperlink to tutorial and practice workbook.

Narration:You will want to know how to link formulas to perform statistical analysis. The linked worksheets can be in the same workbook or in different workbooks. The source worksheets provide the data, while a destination worksheet receives the data. When cell values change in the source worksheets, Excel automatically updates values in the destination worksheet the next time it is opened. Watch the tutorial to learn how to link worksheets and then go to your practice workbook and link some data in the FUNCTIONS worksheet to the SORT and FILTER worksheet.

Formulas that Link Worksheets are used in statistical analysis

<hyperlink to tutorial><hyperlink to workbook>

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Instructional Design Rationale

Create schemas on which to build more complexl knowledge

Narration:Now let’s review what you have learned about Excel’s basic statistical analysis functions.

Assessment Slide (s) for Excel basic statistical analysis function

TBDMain Menu

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Developer NotesCreate situated scenario for application of the four Excel functions, sorting/filtering and linking worksheets. Progressive building of a spreadsheet using these functions.Create links back to slides for concepts if learner needs review.

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Instructional Design Rationale• Tutorials are an

example of worked-examples, emphasized by Sweller, van Merrienboer (1998)

• Cognitive Load: Audio/visual = Modality effect

Narration: These are more advanced functions that you will use in your data analysis. Excel’s VLOOKUP is a handy function to know. It allows you to easily locate specific data you store in large amounts in spreadsheets,. Countif is a function that will count (as in 1, 2, 3…) the number of entries within a range if certain criteria are met; the data within each entry can be text or numbers. Sumif, on the other hand, is a function that will add the total number of numerical entries within a range if certain criteria are met. Watch the tutorials on these functions and then try them in your practice worksheet.

Statistical analysis functions in Excel – vlookup, sumif, and countif functions in Excel

• Vlookup <tutorial• Sumif <tutorial>• Countif <tutorial>

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Developer NotesCreate links to tutorials.

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Instructional Design RationaleKeller’s ARCS Model: confidence – provide feedback

Narration: Click on each bullet to view the activity. Follow the instructions to complete the activity in you personal workbook.

Review – Define and use advanced functions in Excel

• Vlookup - question• Sumif - question• Countif - question

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Developer NotesWe’ll need to add a learner activity of actually using those functions in their personal workbook. Let them design their own exercise for these. Application of reduced intrinsic cognitive load by using goal-free problems.

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Instructional Design RationaleAnchored Instruction: Embedding skills and knowledge in holistic and realistic contexts and authentic tasks.

May want to re-orient this as an anchored instruction design by having learners think of ways to count or summarize.

Developer Notes

Narration:Now let’s learn how to apply Excel to the defining and creating pivot tables. Once you understand what pivot tables are, you will create some pivot tables using data you have selected that you want to summarize.

Lesson 4 - What are pivot tables?

Objective: Define pivot tables and describe how they are used in Excel and statistical analysis

A pivot table is a special type of summary table that’s unique to Excel. Pivot tables let you arrange data by rotating rows and columns to summarize only the data you want.The following slide demonstrates how you can organize data using pivot tables.

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Instructional Design Rationale• Keller’s ARCS

Model: Relevance and Experience

• Cognitive Load: audio/visual text = modality effect

Developer Notes*Add Video tutorial (worked example) Reduced cognitive load, per Sweller, van Merrienboer 1998

Narration:A Pivot Table is way to present information in a report format. The idea is that you can click drop down lists and change the data that is being displayed. For example, choose just one student from a drop down list and view only his or her scores. Pivot tables are a lot easier to grasp when you see them in action.

Understanding Pivot Tables

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Slide

Look at Row 4. This shows that the student is

Elisa. If we click Elisa's drop down arrow, we'll see this:

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Instructional Design Rationale• Practice for

psychomotor and procedural skill

Developer NotesCreate link to workbook.* Use of a worked example or a completion problem would be a good design here.

Narration:Try the exercises described to see how you can use manipulate data.

Practice with Pivot Tables

Navigate to your Personal Workbook and apply the following tasks:1) Find the number of customer complaints only in the Southeast

Region.2) Find the total number of complaints for all regions except

California.

<Practice Spreadsheet>

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Instructional Design Rationale• Formative

evaluation• Provide

feedback

Developer NotesInsert new navigation buttons. “Need some help” button should take learner to resource. Insert new slides with tables and scenario-type questions. Insert new slides to indicate right answers or wrong answers. Wrong answer should be directed to remedial or previous slides. Right answers should be reinforced.

Narration:Now let’s test your pivot table skills. Think about how you can apply your pivot table skills to each scenario question. Remember you can return to previous slides if you are unsure.

Test Your Pivot Table Skills

• View the following tables• Answer the questions• Review if necessary

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Instructional Design Rationale• Constructivist

approach: Embedding skills in realistic context performing authentic tasks

• Simple to complex

Developer Notes

Narration:Charts allow you to represent the data you have collected and analyzed in a graphical format. Let’s look at the different types of charts used in statistical analysis.

Lesson 5 – Charts to present statistical data

Objective: Describe and use guidelines of charts for presenting data.

Types of Charts:• Bar• Line• Pie• Scatter

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Instructional Design Rationale• Constructivist

approach: Embedding skills in realistic context performing authentic tasks

• Simple to complex

Developer Notes

Narration:This bar chart demonstrate data on two axis (vertical and horizontal). The amount of sales is shown on the vertical bars; each region broken into types of toys is shown on the horizontal axis.

Bar Charts

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Instructional Design Rationale• Constructivist

approach: Embedding skills in realistic context performing authentic tasks

• Simple to complex

Developer Notes

Narration:A line chart connects a series of data points together with a line. Line charts summarize how two pieces of information are related and how they vary depending on one another. The numbers along a side of the lie graph are called the scale.

Line Charts

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Instructional Design Rationale• Constructivist

approach: Embedding skills in realistic context performing authentic tasks

• Simple to complex

Developer Notes

Narration:Pie charts can be an effective way of displaying information in some cases, in particular if the intent is to compare the size of a slice with the whole pie, rather than comparing the slices. ] Pie charts work particularly well when the slices represent 25 to 50% of the data.

Pie Charts

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Instructional Design Rationale• Constructivist

approach: Embedding skills in realistic context performing authentic tasks

• Simple to complex

Developer NotesMouse roll over to highlight data concept in narration.

Narration:Scatter charts and Line charts look very similar, especially when a Scatter chart is displayed with connecting lines. However, there's a big difference in the way each of them displays data. The main difference is the way each of these chart types plot data on the x-axis. A Scatter chart has two value axes, showing one set of numerical data along the x-axis and another along the y-axis. It combines these values into single data points and displays them in uneven intervals, or clusters.

Scatter Charts

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Instructional Design Rationale• Constructivist

approach: Embedding skills in realistic context performing authentic tasks

• Simple to complex

Developer NotesCreate link to workbook. Link Need More Help to indicated url.

Narration:Now go to your practice spreadsheet, click on the CHARTS worksheet; analyze the data and decide what best type of chart to use. Return to this page at any time and click on the Need help button to learn more about the chart you are trying to create.

Practice with Charts

Determine the best type of chart to use. Why did you use that kind of chart?

<Personal Workbook>

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Need more help

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Instructional Design Rationale• Constructivist

approach: Embedding skills in realistic context performing authentic tasks

• Simple to complex

Developer NotesPossible task: describe design aspects that enhance or detract from chart effectiveness.

Narration:How you present your charts is as important as the data itself! Watch the tutorial on enhancing charts. Then go to your workbook, open the worksheet named CHARTS and apply the requested modifications. In the body of the spreadsheet, explain why you made the changes and the purpose of a chart.

Great Looking Charts

Enhancing your charts.

<Tutorial><Personal Workbook>

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Instructional Design Rationale• Constructivist

approach: Embedding skills in realistic context performing authentic tasks

• Simple to complex

Developer NotesPossible task: describe design aspects that enhance or detract from chart effectiveness.

Narration:Congratulations! You have completed module 1 of Statisical Analysis for Customer insight Coordinators. Now test your ability to apply database concepts and Excel functions to real live Jet Blue data! Navigate to your Personal Workbook, open the Module 1 test and follow the instructions.

Test Your Database and Excel Skills for Statistical Analysis

Use database conceptsDemonstrate Excel functions used in statistical analysisCreate presentation charts with your data

<Tutorial><Personal Workbook>

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