Excel Ch04: Homework Assessment

Excel Ch04 Hoeassessment

You have been hired as a junior financial analyst at Bristol Investments. As part of your tasks, you will help track transactions, commodity prices, and broker efficiency. To complete the task, you will create an Excel table, use data filters, conditional formatting, and prepare the document for printing.

Start Excel. Download and open the file named EXP19_Excel_Ch04_HOEAssessment_Investments.xlsx. Create a table named Transactions based on the data in the range A4:E248. Freeze the first row containing column headings. Apply the White, Table Style Medium 4. Add a new column named Percent Change.

Enter a formula in the Percent Change column using unqualified structured references to calculate the percent change between the purchase price and the current price. Format the Percent Change column as Percentage. Add a Total Row to the Percent Change column and set it to display the average of the percent change values. Apply Solid Blue Data Bars formatting to the Percent Change column.

Filter the data to display only Stocks and Bonds. Sort the data by Broker, then by Commodity, then by Purchase Price. Set the print area to include the range A4:F249, with the table name followed by [#All]. Repeat row 4 when printing.

Save and close the file EXP19_Excel_Ch04_HOEAssessment_Investments.xlsx. Exit Excel and submit the file as directed.

Paper For Above instruction

This assignment involves creating and formatting a comprehensive Excel worksheet to track investment transactions, calculate performance metrics, and prepare a professional report suitable for printing and analysis. The primary goal is to develop proficiency in Excel table management, data filtering, sorting, conditional formatting, and print area setup, all essential skills for financial analysis and reporting.

Initially, the task requires opening an existing dataset within an Excel file specifically named EXP19_Excel_Ch04_HOEAssessment_Investments.xlsx, which contains transactional data regarding commodities and broker details. The data is organized in a range from A4 to E248, and the first row on this range contains header labels describing each column.

Creating a table named "Transactions" involves converting this data range into an Excel Table object to utilize better data management features. Applying a predefined style such as Table Style Medium 4 enhances the visual clarity and professionalism of the table, an important aspect of financial reporting. Freezing the header row ensures that the labels remain visible while scrolling through large datasets, facilitating easier data analysis.

A significant part of this task is adding a new calculated column called "Percent Change," which measures the relative change between the purchase price and the current price of commodities. The formula should use structured references, allowing for dynamic and clear formula creation that automatically adapts when data changes. Specifically, the formula calculates the ratio of Purchase Price over Current Price, representing the percent change. This column must be formatted as a percentage for clear interpretation.

Adding a Total Row at the bottom of the "Percent Change" column provides summary insights, especially the average percent change across all transactions, which offers a quick understanding of overall performance. Applying Data Bars conditional formatting in a solid blue color visually emphasizes higher or lower percent changes, making trends easy to identify at a glance.

Filtering focuses the dataset to display only specific types of investments, namely Stocks and Bonds, assisting in targeted analysis. Sorting the data by Broker, then by Commodity, and finally by Purchase Price arranges the data logically, which enhances readability and relevance for report readers or further analysis.

Finally, setting the print area to encompass the entire relevant dataset—including table data and headers—and configuring row 4 to repeat ensures that when the worksheet is printed, the header row appears on each page, maintaining clarity. These steps culminate in preparing a presentation-ready, well-organized, and insightful financial data report suitable for review and decision-making.

Following completion, saving and closing the workbook, then submitting the file, are the final procedural steps necessary for evaluation. Mastery of these Excel features supports efficient data management and professional reporting in financial contexts.

References

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• Excel Tables and Structured References: Microsoft Support. Retrieved from https://support.microsoft.com
• Conditional Formatting in Excel: Microsoft Support. Retrieved from https://support.microsoft.com
• Advanced Data Analysis and Visualization in Excel by John Walkenbach. Wiley, 2020.
• Professional Excel Development: The Definitive Guide to Developing Applications Using Microsoft Excel, VBA, and .NET by Rob Bovey, Dennis Wallentin, Stephen Bullen, and John Green. 2017.
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• Microsoft Office Excel Courses and Tutorials. Official Microsoft Learning. Retrieved from https://learn.microsoft.com