Grader Instructions Excel 2019 Project Exp19 Excel Ch04 Hoea

Grader Instructionsexcel 2019 Projectexp19 Excel Ch04 Hoeassessment

Analyze a series of instructions related to an Excel project for tracking investments. The task involves creating and formatting a table with data filtering, sorting, applying formulas, conditional formatting, setting print areas, and other Excel features to prepare a financial report.

Paper For Above instruction

The provided instructions detail a comprehensive process for managing investment data within an Excel spreadsheet, aimed at enhancing data organization, analysis, and presentation skills essential for financial analysts. The process begins with opening the specified Excel file, which contains investment transaction data. The first step involves converting the data range A4:E248 into a structured table named "Transactions." This not only enhances data management but also facilitates dynamic analysis and filtering capabilities. Freezing the first row ensures that column headers remain visible as the user scrolls through the data, improving navigation and comprehension.

Applying a specific table style, such as White, Table Style Medium 4, offers a clean, professional appearance, aiding in readability. The addition of a new column titled "Percent Change" is a crucial analytical step. Within this column, a formula is entered using unqualified structured references to compute the ratio of the purchase price to the current price (Purchase Price/Current Price). This calculation provides insight into the relative change or performance of each investment. The application of Percentage Number format to the range F5:F248 ensures that the displayed values are in a familiar percentage format, enhancing interpretability.

Adding a Total Row to the Percent Change column allows for summarization by calculating the average percent change across all transactions. Setting the total to display the average provides a quick overview of overall investment performance. Applying Solid Blue Data Bars formatting visually emphasizes the variation and magnitude of percent changes, making it easier to identify significant deviations or trends quickly.

Filtering the dataset to display only stocks and bonds refines the analysis by focusing on specific asset classes. Sorting the data primarily by Broker, then by Commodity, and finally by Purchase Price organizes the dataset in a logical sequence, facilitating easier review and comparison of transactions. Setting the print area to encompass the table range A4:F249, with the table name followed by [#All], ensures that the entire dataset is printable, maintaining data integrity during report generation.

Reconfiguring the print options to repeat row 4 on each printed page preserves header visibility, facilitating comprehension from printed documents. The final steps involve saving and closing the workbook to preserve changes and preparing the document for submission. These instructions collectively equip students with foundational spreadsheet skills crucial for financial analysis, reporting, and presentation, emphasizing data organization, visual analysis, and professional formatting techniques.

References

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  • Chung, W., & Zahedi, F. (2022). Advanced Excel Data Analysis for Professionals. Springer.
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  • U.S. Securities and Exchange Commission. (2021). Financial Reporting & Analysis. SEC publications.
  • Burns, R. (2017). Spreadsheets in Financial Analysis: Using Excel for Investment Management. Wiley.
  • Microsoft Support. (2023). Create and format tables in Excel. https://support.microsoft.com/en-us/excel
  • Excel Easy. (2023). Excel Data Analysis. https://www.excel-easy.com/data-analysis.html

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