Need work for excel and its pretty basic work and each assignment based on each other.
Employee Contact Information ?
? You have been asked by your boss to prepare a spreadsheet with contact
information in it for all the employees in your department. The information
she is looking for is:
Prepare a worksheet with the above information for a minimum of five
fictitious employees. Make sure to include the following formatting
Merge your cells for your title row and center it.
Rotate your column headings so that they are angled.
Format the cell types appropriately (e.g. date, text, phone number).
Add bordering and coloring for a professional look.
Add a filter to each column so they can be sorted by your boss. Have them
in order according to their employee number for her. Assignment 2
Setting Up Your Portfolio ?
? Build a portfolio of at least 10 stocks using information from the web. A
portfolio is a grouping of financial assets such as stocks, bonds, and
mutual funds. In general, a portfolio is made up of diverse investments to
ensure proper allocation between risk and return. For our project, we will
be focusing on stocks and tracking their performance within an Excel
workbook we will be building and formatting.
The first task is to conduct research to determine which 10 stocks you will
be analyzing in your portfolio, determine which data sources you will use in
your portfolio workbook and format your workbook for upcoming analysis.
The amount invested can be anything over $1,000, and since this is all
imaginary, the amount invested can be set very high.
Create a worksheet that lists your ten stocks with the following criteria:
Add a title row to your worksheet and center it.
Your column headings should include a minimum of the following
information: name, ticker symbol, number of stocks purchased, date of
purchase, purchase price, total price paid, current stock price, current
stock value, money made or lost, and any other relevant data. ?
? Use Times New Roman Font, bold, with 12 inch font for column titles.
Use 11 inch font for all other data.
Add data to the name, ticker symbol, date of purchase, number of stocks
purchased, purchase price, and total price paid for each stock (use a
formula when appropriate).
Resize the columns so that all the information fits appropriately.
Format the cell types appropriately (e.g. date, text, currency).
Rename this worksheet to "Summary".
Use the appropriate proofing tools to check for spelling and grammar
In a separate worksheet (within the same workbook), determine which data
sources (Yahoo Finance is a particularly good option for this assignment)
you will use in your portfolio workbook. The data sources should report
periodically throughout the day on the stock performance, keep historical
data on performance, and offer other important information.
Create a list of web data sources that you either plan to use or are
considering for use for this project.
Be sure to include the website title and URL for each source, and include
at least five sources.
Rename this worksheet to "Web Sources" Assignment 3
Based on assignment 1
VLookup and HLookup
Continue working with the Employee Contact Information workbook you
created last week for your boss. Now she needs a way to retrieve an
employee's last name by typing in an employee number.
Use the VLookup or HLookup to search the values in the columns or rows
to retrieve the needed data. Retrieve an employee of your choice to
demonstrate the function. Assignment 4
Based on assignment 2
Analyzing with Functions ? Functions are predefined formulas already available within Excel. By using
them within our portfolio, Excel will do the needed financial calculations for
us. Include the following functions within your project workbook.
Use the SUM function to add the total cost paid for all of your stocks. This ? should be your total amount of money invested in your portfolio.
Find the AVERAGE, MINIMUM, and MAXIMUM (using the appropriate
function) of the number of stocks purchased and of the price paid for the
Employ the use of a logical function (i.e. IF, AND, OR...) appropriately
within your workbook.
This question was answered on: Jan 30, 2021
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