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A group of Investors decided to place their funds in Symsure Investment Limited for 5 years.

INSTRUCTIONS TO CANDIDATES
ANSWER ALL QUESTIONS

MS Excel Assignment – Save the Assignment as ExcelAssignment-1 and upload to the learning portal. Each question should be done on a new worksheet. Only 1 file must be uploaded.

Question 1:

A group of Investors decided to place their funds in Symsure Investment Limited for 5 years. The Management of Symsure advise their clients that the annul percentage growth in investments is not guaranteed and will be determined at the end of the year. 

The projected growth in Investment for the 5 years is as follows

Year % Growth

Year 1 5.5%

Year 2 11.75%

Year 3 0.75%

Year 4 1.75%

Year 5 10.15%

 

Instructions:

a. Using Absolute Cell Reference calculate the Investment Amount each client earned in Year 1, 2, 3, 4 &  5.

b. Calculate the total Investment for each year

c. Rename the worksheet as:- InvestmentReport

d. Use the Pie Chart to display the Total Investment for Year 1, 2, 3, 4 & 5.

e. Format the Worksheet for presentation to the Board of Directors

f. Calculate the:

Average Investment for Year 2

Minimum Investment for Year 5

Maximum Investment Amount Year 1

 

 

 

 

 

 

 

Question 2 – Please complete this question on a new sheet and rename the sheet as:  SalesReport

Instructions:

a. Total Earnings = Hours Worked X Rate Per Hour

b. Each Employee pay Tax of 19.5%, use absolute cell reference to calculate their Income Tax = Total Earned X the Tax Rate.

c. Calculate the Net Earnings =  Total Earned  - Income Tax

d. If employees’ category is permanent, they receive a 30% of their Total Earned for Bonus and Fixed Contract get 15%. Use the IF Function to calculate the Bonus Amount for each employee.

 

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