Excel 2007 Assignment Sheet 5, Tutorial 9—
Developing a Financial Analysis

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Excel Tutorial 9— Sessions 9.1,
9.2, & 9.3

 



 

Financial.xlsx, Income.xlsx, Investment.xlsx, Return.xlsx

(30 points)

Read and complete pages EX 457 – EX 507.

NOTES Page 475, Step 13—Before closing, print the YI Investment Analysis workbook.
Page 488, Step 6—Before closing, print the YI Income Projection workbook.
Page 498, Step 3—Before closing, print the YI Return Analysis workbook.
Page 506, Step 8—Before closing, print the Summary Sheet of the YI Financial Report workbook.

 

After answering the Quick Check questions on pages EX 475-476, EX 489, and EX 507, check your answers at the end of the chapter and review the Key Terms on page EX 507 to make sure you have a clear understanding of the concepts covered.


p. 475, Step 13b____

 (Workbook)


p. 488, Step 6b_____

 (Workbook)


p. 498, Step 3b_____

 (Workbook)


p. 506, Step 8b_____

 (Summary Sheet)

Tutorial 9:
Case Problem 1

 

Condo.xlsx

(15 points)

Complete the Apply Case Problem 1 Assignment on pages EX 509-511. When you are done, save the file as directed and print the YI Condo Investment workbook.

 

Step 12________

(2 sheets/pages)

Tutorial 9:
Case Problem 2

Witte.xlsx

(17 points)

Complete the Apply Case Problem 2 Assignment on pages EX 511 - EX 512. When you are done, save the file as directed and print the YI Witte Limestone workbook.

 

 

 
Step 13________
(4 sheets/pages)

Tutorial 8:
Case Problem 3

 

Eason.xlsx

 

(18 points)

Complete the Challenge Case Problem 3 on pages EX 512 - EX 514. Print the YI Eason Financial Services workbook.

NOTE:  Try to set the Amortization Table sheet to print on six portrait pages with the top six rows repeating at the top of each.

 

 

Step 12 ________

(3 sheets/8 pages)

Tutorial 8:
Case Problem 4

 

 

Blue.xlsx

 

(20 points)

Complete the Create Case Problem 4 on pages EX 514-515. Print the YI Blue Marlin workbook.

NOTE:_ You may set this Investment Analysis in any way that works for you to answer the questions Yasmin is asking with regard to his car wash business. If you want to see an example of how it may look, however, click here. Your finished result may look different, but this will give you one idea of how to set up this project.

 

 

 

Step 10 ________

(workbook)

Although you are not turning in all sheets of the above assignments, you are expected to
complete
ALL steps (unless otherwise noted above) of each assignment.
Check the online Sample Keys to see a sample of what should be turned in, and
check the online full workbooks to check your work on those sheets that you are not turning in.

 

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