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Excel For Decision Making - Assignment 1

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Harsh Bedi 12 C
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120 views3 pages

Excel For Decision Making - Assignment 1

Very important

Uploaded by

Harsh Bedi 12 C
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Apeejay School of Management

Corporate Finance, Term-II

Unit 1

Excel Financial Decision-Making Assignment

Assignment-1

Maximum Marks- 20

Individual Submission

Assignment Overview

In this assignment, you will utilize Microsoft Excel to analyze financial data, create visual
representations, and perform various calculations relevant to financial decision-making. You
will simulate real-world financial analysis scenarios and submit your completed workbook on
Moodle by October 25, 2024.

Objectives

 To practice data entry and organization in Excel.


 To apply Excel formulas and functions for financial calculations.
 To create visual representations of data through charts and graphs.
 To develop a better understanding of financial analysis and decision-making
processes.

Assignment Tasks

Part 1: Data Entry

1. Historical Data Entry:


o Create a new Excel workbook named
Financial_Analysis_Assignment_YourName.xlsx.
o In a worksheet named Data, enter the following hypothetical historical data
for a small business over the last 12 months (January to December):

Marketing Other Expenses


Month Sales (₹) Expenses (₹)
Expenses (₹) (₹)
January 10,000 6,500 1,200 800
February 12,000 7,000 1,300 900
March 15,000 8,000 1,500 1,000
April 20,000 9,500 1,800 1,200
Marketing Other Expenses
Month Sales (₹) Expenses (₹)
Expenses (₹) (₹)
May 22,000 10,000 2,000 1,500
June 25,000 11,000 2,300 1,700
July 30,000 12,500 2,500 2,000
August 28,000 11,500 2,400 1,800
September 32,000 13,000 2,700 2,200
October 35,000 14,000 2,800 2,500
November 38,000 15,500 3,000 2,700
December 40,000 16,000 3,200 2,900

Part 2: Formulas and Functions

2. Calculations:
o In the Data worksheet, add the following calculations:
 Total Sales: Use the SUM() function to calculate total sales for the
year.
 Total Expenses: Use the SUM() function to calculate total expenses for
the year. Consider all expenses, including marketing and other
expenses.
 Net Profit: Create a formula to calculate the net profit (Sales - Total
Expenses) for each month. Add this as a new column labeled "Net
Profit (₹)".
 Average Monthly Sales: Use the AVERAGE() function to find the
average monthly sales.
 Average Monthly Expenses: Use the AVERAGE() function to find the
average monthly expenses.
 Total Marketing Expenses: Use the SUM() function to calculate total
marketing expenses for the year.
 Total Other Expenses: Use the SUM() function to calculate total other
expenses for the year.
 Net Profit Margin (%): Create a formula to calculate the Net Profit
Margin for each month using the formula:
Net Profit Margin=(Net Profit/Sales)×100

3. Conditional Formatting:
o Apply conditional formatting to highlight months where net profit is less than
₹1500 and months where marketing expenses exceed 10% of total sales.

Part 3: Charts and Graphs

4. Visual Representation:
o Create the following charts in a new worksheet named Charts:
 A line chart showing the trend of Sales, Total Expenses, and Net
Profit over the 12 months.
 A bar chart comparing Total Sales and Total Expenses for the year.
 A pie chart representing the distribution of different types of expenses
(Marketing and Other Expenses).
 A clustered column chart showing Net Profit Margin for each month.
 A line chart comparing Marketing Expenses and Other Expenses over
the year.
 Use appropriate titles, labels, and legends for each chart.

Part 4: Interpretation and Conclusion

5. Analysis:
o In a new worksheet named Analysis, provide a brief analysis of your
findings. Answer the following questions:
 Which month had the highest net profit, and what were the sales and
expenses for that month?
 How did sales trends change throughout the year?
 What insights can you gather from the marketing expenses compared
to total sales?
 What recommendations would you make based on the financial
performance over the year?

Submission Instructions

1. Save your completed Excel workbook.


2. Log into Moodle and navigate to the assignment submission section.
3. Upload your workbook titled Financial_Analysis_Assignment_YourName.xlsx
by October 25, 2024.

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