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CIS 151 Excel For I.T.

Excel Tutorial 9 - Working with Financial Tools and Functions

This tutorial shows you how to use several financial functions used in income statements, balance sheets, and for doing a financial analysis of a business investment.  It is excellent.  In all my years of teaching Excel this is the best tutorial I've seen on this topic.  The book tries to explain the complex accounting and finance principles in a clear step by step manner.  Be sure to read the details especially if you have not taken any accounting or finance classes.

Also, the tutorial shows you how to find errors in worksheets.  It has a good example using the Excel auditing tools.

Please read all of the directions before getting started on the assignment.

  1. Please note:  Throughout the book it will instruct you to save your files.  In the computer labs on campus you will need to save the files to your USB drive.  If you are using your own computer, then you may save the file to the drive of your choice (hard drive, USB, etc.).
  2. Data file notes:  In order to do this assignment you will need a set of files.  The files are in TalonNet on the Resources page in the Data Files folder.  The data file links are .zip files (compressed set of files).  You will need to download and unzip (uncompress) the files before using them.  Right-click the file link to get the shortcut menu.  Select the Save Target As option and save the file to your drive.  You will then need to unzip (uncompress) the .zip file.  If you are not familiar with unzipping files please read pages FM17 - FM19 or read the Unzipping Files document for a general set of instructions.  The example is from my CIS 101 class.
  3. Read and do the steps in Excel Tutorial 9 pages EX489 - EX542.
  4. Do the REVIEW Assignment on pages EX543 - 544.  When you are done your spreadsheets should look like this document.  Please note there are multiple pages in the answer documents so click the Next Page arrow to see all of the pages.
  5. Online students:  Since there are more than 5 files you may have to zip/compress the files in to a compressed/zipped folder and then upload the files to the assignment in TalonNet.  If you have trouble uploading the files individually to the assignment, then please zip/compress them.  Please do NOT submit the files in .rar compressed format.  If you do not know how to compress/zip files here are two example documents:  Windows XP/Vista and Windows 7.  Submit the Financial Report.xlsx, Income Projection.xlsx, Investment Analysis.xlsx, Return Analysis.xlsx, Building Project.xlsx, Income Statement.xlsx, Loan Schedule.xlsx, and NPV and IRR.xlsx files to the Excel Tutorial 9 assignment on the class website in TalonNet.  Please note that you must submit all files at the same time to the assignment in TalonNet.  So complete both the tutorial and the Review Assignment before logging in to TalonNet and submitting the assignment.
  6. Traditional students:  During the lab time show the above files listed in step 5 on your computer screen to me.

Last update: 03/23/11