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.
Step 1
Start Excel. Download and open the file named EXP19_Excel_Ch04_HOEAssessment_Investments.xlsx.
Step 2
Create a table named Transactions based on the data in the Range A4:E248.
Step 3
Freeze the first row containing column headings.
Step 4
Apply White, Table Style Medium 4.
Step 5
Add a new column named Percent Change.
Step 6
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).
Step 7
Apply Percentage Number format to the range F5:F248.
Step 8
Add a Total Row to the Percent Change column. Set the totals to display the average of percent change column.
Step 9
Apply Solid Blue Data Bars formatting to the Percent Change column.
Step 10
Filter the data to only display Stocks and Bonds.
Step 11
Sort the data by Broker, then by Commodity, then by Purchase Price.
Step 12
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.
Step 13
Set row 4 to repeat when printed.
Step 14
Save and close EXP19_Excel_Ch04_HOEAssessment_Investments.xlsx. Exit Excel.