The individual project assignment will prepare you to analyze data and solve real-life business problems using Microsoft Excel as a tool. It will also challenge you to use critical thinking and analysis to find efficient and effective solutions to real-world situations.
You will prepare an Excel Workbook based an existing organization (e.g., Royal Bank, Apple, etc.) of your choice analyzing and presenting company information such as inventory, HR, sales and revenue, budget, financial analysis and forecasting.
Topic due date: Week 10
Project due date: Week 13
How do I do the project assignment?
The following steps will guide you through the process of completing your project assignment.
• Select a company
• Collect relevant current data and examine the data
• Design the user interface (the worksheets)
• Develop the worksheets
• Test and debug the completed application
• Submit your work through the Canvas.
Specifications for your workbooks/worksheets
1. Include at least 8 worksheets (2 marks)
2. For each worksheet, include a purpose and conclusion (3 marks)
3. Include a cover/table of content and a reference worksheet (2 marks)
4. Include at least 15 Excel techniques/functions learned in class. i.e., 2 marks per application (30 marks)
5. Overall presentation (formatting, degree of difficulty, appropriateness of techniques used, etc.) (10 marks)
Submission of project topic by due date (3 marks)
Examples of Excel techniques/features include the following (based on modules 1 to 4 only):
• Include 3 different type of charts (module 1)
• Include 2 complex calculations using multiple operations and parentheses (module 2)
• Use SUM, AVERAGE, MAX, MIN and COUNT functions (module 2)
• Conditional formatting (module 2)
• What if analysis (module 3)
• Goal seek (module 3)
• Freeze rows/columns (module 3)
• IF functions (module 3)
• Data table (module 4)
• Use a FINANCIAL FUNCTION, i.e., PV, FV or PMT etc. (module 4)
• Amortization table (module 4)
• Protecting worksheet with a password (module 4)
And many more learned throughout the modules!!
Make sure to indicate on the spreadsheet what functions are being used, so that I won’t miss it!
The work should be properly referenced (i.e., where are you getting your numbers from?). Include a web address, the date information was retrieved.
Your worksheets must be substantially different from the worksheets found in-class exercise .In other words, your spreadsheet must be original.
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