Excel project | Architecture and Design homework help

EXCEL PROJECT: HISTORICAL FINANCIAL STATEMENTS
ASSIGNMENT INSTRUCTIONS
OVERVIEW

Company Information (Tab 1), and Historical Income Statements, Balance Sheets, and Cash
Flows (Tabs 2-4)
INSTRUCTIONS
●
Choose

one

the

companies

listed

your

Instructor’s

Module

Week

Excel

Project Announcement.
●
Go

the

Securities

and

Exchange

Commission’s

EDGAR

database

and

access

your

chosen

company’s

most

recent

Form

10-K

(annual

report).
(
For

help

with

this

process,

see

the

Module

Week

presentation,

“Downloading

Financial

Statements

from

the

SEC EDGAR Database.”
)
●
Create an Excel workbook, including data for your chosen company as follows:
o
The

1
st

tab

(worksheet)

your

Financial

Statement

Analysis

Template

must

be
labeled

Company

Information
.

The

following

information

must

included:
▪

Company Name and ticker symbol
▪
Industry
▪
Products or services offered
▪
Major competitors
▪
An example of this tab is provided in Exhibit A.
o
The

2
nd

tab

your

Financial

Statement

Analysis

Template

must

labeled

Historical Income Statements
.
▪
Include the latest
three years

based on SEC filings.
▪
Ensure that the worksheet includes a header with:
●
Company Name
●
Financial Statement Name (Income Statements)
●
Financial Statement Dates

ACCT 370
Page
2

of
4
●
Denomination level ($s in millions or thousands, etc.)
o
The

3
rd

tab

your

Financial

Statement

Analysis

Template

must

labeled

Historical Balance Sheets.
▪
Include

the

latest

three

years

based

SEC

(10-K)

filings.
(
Note:

Some

10-Ks

only

provided

years

balance

sheet

data.
You

may

need

download

the

second

most

recent

10-K

for

your

company

order

obtain 3 years of balance sheet data.)
▪
Ensure that the worksheet includes a header with:
●
Company Name
●
Financial Statement Name
●
Financial Statement Dates
●
Denomination level ($s in millions or thousands, etc.)
▪
A partial balance sheet example is provided in Exhibit B.
o
The
4
th

tab

in your Financial Statement Analysis Template must be labeled
Historical Statement of Cash Flows.
▪
Include the latest
three years

based on SEC (10-K) filings.
▪
Make sure that the Income Statement, Balance Sheet, and Cash Flows
Statement tie in as follows:
●
Net Income from Income Statement agrees with Net Income on
the Statement of Cash Flows.
●
Ending Cash Balance from Statement of Cash Flows agrees with
Cash in the Balance Sheet.
▪
Ensure that the worksheet includes a header with:
●
Company Name
●
Financial Statement Name
●
Financial Statement Dates

ACCT 370
Page
3

of
4
●
Denomination level ($s in millions or thousands, etc.)
o
Other instructions:
▪
The Excel workbook should be professionally formatted. Professional
formatting includes:
●
All

numbers

are

formatted

similarly.
The

use

decimals,

commas for thousands, and other formatting is consistent.
●
Dollar

signs

are

included

the

first

and

last

numbers

each

column.
●
Subtotals

and

totals

are

preceded

single

underline.
Totals

are followed by a double underline.
●
All

extraneous

information

removed

from

the

spreadsheet.

Sometimes,

files

downloaded

from

the

SEC

website

contains

extra characters or other things that need to be deleted.
●
Line
descriptions

are

indented/bolded

manner

that

makes

the spreadsheet easy to read.
▪
All

totals

and

subtotals

should

calculated

using

formulas
.
For

example of which cells may need formulas, please see Exhibit B.
Note: Your assignment will be checked for originality via the Turnitin plagiarism tool

Continue to order Get a quote

July 1, 2023

1. a) Explain how the four uses of Output help us to
determine the GDP.

b) Calculate the GDP using only those numbers that
may be relevant from the following numbers

Consumption $60B

Government purchases $10B

Taxes $15B

Private Sector Gross
Investment $10B

Savings $10B

Imports $6B

Exports $8B

c) Explain
why Real GDP is more relevant for comparing the trends in GDP than a Nominal
GDP?

2. a) Describe using examples the three types of unemployment
we generally come across and which of these are included in the definition of
natural unemployment.

b) Is there a relationship between potential GDP and
Natural unemployment rate? Explain.

c) The unemployment rate in November 2011 came down
to 8.6% from 9.0% in the previous month. What could be a possible reason for
the decrease in the unemployment rate even when many new jobs were not being
created in the economy at that time?

3. a) What are the factors that contribute to the
growth in the economy?

b) How can we attain a faster growth rate in the
economy in the future?

c) The size of the Chinese economy currently is
about half the size of the US economy. But if the Chinese economy continues to
grow at 10% annually while the US economy grows at 3% (our historic average
growth over past many years!), using the Rule of 70 what can we say about the
two economies in the future?

4. a) Show graphically how the AS and AD graphs help to
determine the equilibrium in the economy.

b) Explain using the AS-AD graphs how an increase in
government expenditure will change the equilibrium in the economy. Do it in two
stages. First show how the graph changes with the initial increase in government
expenditure and then what happens after the multiplier process works through
the economy.

c) What is likely to be the effect of such increase
in consumption expenditure on the budget balance for the government?

5. a) What are the three functions money should be able
to perform and how is such money currently created in our economy?

b) Explain the various ways the Federal Reserve can
change the money supply in the economy?

c) If the Federal Reserve is following a restrictive
monetary policy by lowering the money supply in the economy, what will be its
effect on the equilibrium outcome in the economy? Explain using AS-AD analysis.