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Assignment Financial and statistical analysis using excel

The graduation assignment focuses on using Microsoft Excel to analyze a provided dataset for a hypothetical company, assessing skills in financial and statistical analysis. Tasks include descriptive statistics, correlation and trend analysis for sales and customer data, as well as financial ratio and vertical analyses of company performance. Deliverables consist of an organized Excel workbook and a concise analysis report summarizing findings and interpretations.

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2 views

Assignment Financial and statistical analysis using excel

The graduation assignment focuses on using Microsoft Excel to analyze a provided dataset for a hypothetical company, assessing skills in financial and statistical analysis. Tasks include descriptive statistics, correlation and trend analysis for sales and customer data, as well as financial ratio and vertical analyses of company performance. Deliverables consist of an organized Excel workbook and a concise analysis report summarizing findings and interpretations.

Uploaded by

M Javed
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Graduation Assignment: Data-Driven Business Insights with MS-Excel

Objective:

This assignment aims to assess your proficiency in using Microsoft Excel for conducting
financial and statistical analysis to derive meaningful business insights. You will work with a
provided dataset to perform various analytical tasks, interpret the results, and present your
findings in a clear and concise manner.

Instructions:

1. Dataset: You will be provided with an Excel file named "BusinessData.xlsx". This file
contains simulated data for a hypothetical company over the past three years, including:
o Sales Data: Monthly sales revenue, marketing expenditure, and customer
acquisition cost.
o Financial Statements: Annual Income Statements and Balance Sheets.
o Customer Data: Customer demographics (region, age group) and purchase
frequency.
2. Tasks: You are required to perform the following analyses using MS-Excel:

Part 1: Statistical Analysis of Sales and Customer Data

o Task 1.1: Descriptive Statistics:


 Calculate the mean, median, standard deviation, minimum, and maximum
for monthly sales revenue, marketing expenditure, and customer
acquisition cost across all three years.
 Calculate the frequency distribution of customers across different regions.
Present this using an appropriate chart.
 Calculate the average purchase frequency for each customer age group.
Present this using an appropriate chart.
o Task 1.2: Correlation Analysis:
 Determine the correlation coefficient between monthly sales revenue and
marketing expenditure. Interpret the result.
 Determine if there is a correlation between customer age group and
purchase frequency. (Hint: You might need to create categories for
purchase frequency and then analyze).
o Task 1.3: Trend Analysis:
 Create a line chart showing the trend of monthly sales revenue over the
three years. Add a trendline to the chart and interpret the trend.

Part 2: Financial Analysis of Company Performance

o Task 2.1: Ratio Analysis:


 Calculate the following key financial ratios for each of the three years:
 Profitability Ratios: Gross Profit Margin, Net Profit Margin,
Return on Equity (ROE). (Assume average equity for ROE
calculation is the average of beginning and ending equity for each
year).
 Liquidity Ratios: Current Ratio, Quick Ratio.
 Solvency Ratio: Debt-to-Equity Ratio.
 Present these ratios in a clear table for comparison across the three years.
o Task 2.2: Vertical Analysis:
 Perform a vertical analysis of the Income Statement for all three years,
expressing each line item as a percentage of Revenue.
 Perform a vertical analysis of the Balance Sheet for all three years,
expressing each asset and liability item as a percentage of Total Assets.
 Present these vertical analyses in clear tables for comparison across the
three years.
o Task 2.3: Financial Trend Interpretation:
 Based on the calculated ratios and vertical analyses, provide a brief
interpretation of the company's financial performance and position over
the three-year period. Identify any significant trends or areas of concern.

Deliverables:

1. Excel Workbook: Submit the completed "BusinessData.xlsx" file with all calculations,
charts, and tables clearly labeled and organized in separate sheets or sections. Ensure that
all formulas are visible and easily understandable.
2. Analysis Report (in a separate Word document or as a sheet in Excel): Prepare a
concise report (maximum 3 pages) summarizing your findings for each task. The report
should include:
o A brief introduction outlining the purpose of the analysis.
o Clear and concise explanations of the methods used for each task.
o Interpretation of the results obtained from the statistical and financial analyses.
o Relevant charts and tables from your Excel workbook embedded in the report
where appropriate.
o Key insights and conclusions about the company's sales trends, customer
behavior, and financial health.

Grading Rubric:

Your assignment will be graded based on the following criteria:

 Accuracy of Calculations: Correctness of formulas and statistical measures.


 Appropriate Use of Excel Functions and Features: Effective use of Excel tools for
analysis and visualization.
 Clarity and Organization of the Excel Workbook: Logical structuring of data,
calculations, and charts.
 Interpretation of Results: Sound understanding and clear explanation of the analytical
findings.
 Quality of the Analysis Report: Clarity, conciseness, and completeness of the written
report.
 Appropriate Use of Charts and Tables: Selection of relevant visuals to support your
analysis.

Submission Deadline: [28.04.2025]

Note: You are encouraged to use Excel's built-in functions and charting tools. Show all your
work within the Excel file. Ensure your report is well-formatted and easy to understand.

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