Exp19 Excel Ch04 HOEAssessment Investments

Exp19_Excel_Ch04_HOEAssessment_Investments

Project Description:

You have been hired as a junior financial analyst at Bristol Investments. As part of your tasks, you will help track transactions, commodity prices, and broker efficiency. To complete the task, you will create an Excel table, use data filters, conditional formatting, and lastly you will prepare the document to print.

Start   Excel. Download and open the file named EXP19_Excel_Ch04_HOEAssessment_Investments.xlsx. Grader has automatically added   your last name to the beginning of the filename. 

Create a table named Transactions based on the data in the Range   A4:E248. 

Freeze the first row containing   column headings. 

Apply White, Table Style Medium   4. 

Add a new column named Percent   Change. 

Enter a formula in the Percent   Change column using unqualified structured references to calculate the   percent change between the commodity purchase price and the current price.   (Purchase Price/Current Price).

Apply Percentage Number format   to the range F5:F248.

Add a Total Row to the Percent   Change column. Set the totals to display the average of percent change   column. 

Apply Solid Blue Data Bars   formatting to the Percent Change column. 

Filter the data to only display   Stocks and Bonds.

Sort the data by Broker, then by   Commodity, then by Purchase Price. 

Click and drag to set the range A4:F249, which is the   Transactions table, as a print area. Be sure the value [#All] follows the table name in the Print area box.

Set row 4 to repeat when   printed.

Save and close EXP19_Excel_Ch04_HOEAssessment_Investments.xlsx.   Exit Excel. Submit the file as directed.