Excel Assignment Part one due 3/24 second half due 3/30

Need by Sunday 3/24 

  • Your choice of public company
  • Proposal idea
  • A link (no attachments) to the financial statements for your chosen company that you plan on using for your analysis.

The assignment itself is due by 3/31/13 by midnight 

Week
 Three
 –
 Online
 
 

 

Excel Data Reporting: Assignment 3 Data Analysis (Feasibility Study Data
Reporting)

The objectives of this assignment are to help you:

 
1. Analyze and interpret financial data

2. Chart data in Excel using the MCCD Model

3. Create a persuasive argument to influence the audience

Assignment Requirements:

4. Your assignment must include the following:
o Excel Data Analysis:

 Historic performance (calculate percent change)
 Calculated projections
 Four or more charts

o Presentation:
 Persuasive paper OR podcast

Part 1 – Identify and submit publicly traded company choice, proposal idea
and financial statements.
Due by Wednesday of Week 3 on the Assignment 3 Part 1 discussion board

Use LexisNexis in the library research tools to choose a public company of
your choice that you will develop a new strategy for. Submit your choice
of a public company, proposal idea as well as the reference for the raw
financial data from the LexisNexis database to the Assignment 3 Part 1
discussion board.

Your proposal idea should be a new strategy for the company to improve
overall financial performance. This may include proposing a new product,
halting production of an existing product, improving distribution, targeting
new markets, etc.

While this information will be posted on a discussion board, only one post
is required. If you would like to provide feedback to a fellow classmate,
you are more than welcome to, but it is not a requirement.

If you have any difficulties choosing a company, developing a strategy or
finding financial statements, be sure to attend our live GoToTraining
session or contact your instructor.

Part 2 – Excel Data Analysis

Excel Data Analysis Requirements:

5. Your analysis must include all of the following:
o Historic performance (calculate percent change)
o Calculated projections
o Four or more charts

Examples of company figures to calculate percent change and projections may
include (but are not limited to):

6. Revenue
7. COGS (Might be Cost of Sales if no product)
8. Gross Profit
9. Operating Expenses
10. Net Profit

Remember: Use the data to tell your story: Whichever information will
support and defend your proposal is what should be presented. At least
one chart should display your projections but feel free to encompass other
impacts of your proposal such as:

11. Demographic Data (current or potential customers, new markets, etc.)
12. Competitive Analysis (market share, competitor’s financial performance, etc.)
13. Market Trends (product usage or popularity, prices, etc.)

Using this calculated data, create Excel charts to display the need for your
proposed strategy. Design the charts according to the lessons learned from Say
It With Charts.

Part 3 – Delivery
Due by Sunday of Week Four

In addition to the Excel document being submitted, select one of the following
two options to deliver your pitch:

14. Write a paper. Must be two-to-three pages and follow APA format. Be sure to
write in a professional business style and be persuasive. Sell your idea to the
company on why they should change or add this product/service. Use the Excel
data/charts to support the paper. Cite sources for all of your research.

a. Deliverables:
i. Word file

ii. Excel file

15. Create a podcast. Create a narrated presentation selling your idea to the
company. An Excel file with all of your calculations and original charts will

Week
 Three
 –
 Online
 
 

 

accompany and support the audio presentation. Cite sources for all of your
research. Make sure the script you read from follows the Academic Integrity
standards.

a. Deliverables:
i. Excel file

ii. Podcast File

If you have any questions or concerns, be sure to attend our live Week Four
GoToTraining session or contact your instructor.

Plan for the worksheets to be printed and review the bundled worksheet design
guidelines as well as the Assignment Three checklist.

Academic Integrity
Please review the Academic Integrity section of the course Syllabus and ensure
that your assignment does not plagiarize or violate any academic integrity
principles of Full Sail University before submitting it. Violation of this policy can
have severe consequences.

Students are required to use their own language when writing papers or
submitting other media assignments. The purpose of assignments is for each
student to demonstrate his or her own analysis, ideas, and synthesized
information – not to just copy and paste what has been published on a particular
topic. While research is encouraged for some assignments, research entails
reading and synthesizing information with one’s own ideas, and citing sources
used during research, to give credit to those whose ideas or language are
utilized. Quoted materials should be clearly identified and woven into a longer
paper that consists primarily of the student’s ideas. Quotations must be
punctuated as quotations per APA format, must be cited, and must not represent
the majority of the assignment.

Plagiarism is using another author’s ideas, words, or language without putting
those words in quotation marks and citing the reference, giving proper credit to
the author. Plagiarism also includes changing the words from a third party source
while maintaining the same sentence structure and not providing proper citation
and reference. It is not permissible to copy a passage and then just change a few
words. These actions are considered plagiarism, regardless of whether or
not the intention was to plagiarize. To avoid plagiarism, students should
adhere to the following guidelines:

a. If you are using words that were written or spoken by someone else, you
must put quotation marks around the words and insert the citation in
parentheses at the end of the quote. Any quote over 40 words must be in
indented block paragraph style, per APA guidelines.

b. Even brief phrases of four words or more must be included in quotation
marks if those words are not your own and were taken from another
source.

c. If the information or ideas you are using come from another source—even
if it is paraphrased and contains your own words—you must cite the
source at the end of the passage (in parentheses) and in the “References”
section at the end of the paper. Please refer to the APA style guide for
examples on how to cite various types of references (www.apastyle.org).

d. No more than 10% of your paper should be directly quoted material,
unless the course director indicates otherwise within the assignment
instructions.

Excel Data Reporting: Assignment 3 Data Analysis (Feasibility Study Data
Reporting)

Assignment Checklist:

☐ Am I submitting my Excel workbook AND delivery of strategy (delivery can be
a paper or a podcast)?

☐ Did I place all of my files into a folder and then compress that folder to upload
to the FSO platform?

☐ Did I include messages in my chart titles to persuade my audience?

☐ Did I use projection formulas as well as percent change formulas to analyze
the company’s financials?

☐ Did I review the Worksheet Design Guidelines before submitting my Excel
workbook?

☐ Did I use the correct chart types for my data?

☐ Did I properly format my axes so my audience will know how the data is being
measured? (For example: dollar figures include dollar signs, percentages show
the percent symbol)

☐ Do the Excel Data file and delivery form I’m presenting tell a persuasive
story?

☐ Did I include citations and references for all of the sources I used for my
data?

 

Worksheet Design Guidelines/EAD

1. File saved with first initial.last name. Week # Assignment – for example:
jsmithassignment1.xlsx

2. Headers contain name of worksheet

3. Footers contain creation date, last opened date, and creator’s name

4. Excess sheets removed (no extra tabs)

5. Tabs contain short worksheet name

6. Cell formatting appropriate: text and number formatting correctly used and
appropriate to the scenario

7. No cells contain errors (all green triangle cells resolved)

8. At least one comment or text box used to document design considerations to
emphasize outcomes (explain why you chose a certain formula, certain data or
explain the outcome of data analysis)

9. Designed for both Normal and Page Layout views but delivered in Page
Layout view with the correct perspective chosen (either portrait or landscape) –
ensure that neither data nor charts cross page breaks.

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