short list of some possible project ideas. You can choose anything you like from sports, the arts, pop culture.

INSTRUCTIONS TO CANDIDATES

ANSWER ALL QUESTIONS

Your project Must include:

A Powerpoint Summary:

     Cover page - Topic, Date, Authors.

     Summary page: A narrative about your project.

     A description of each of your worksheets (work sheet name and a description) 

      Appendix: Stating your formulas and where you used the tools listed below (see the Excel Workbook section)

      A link to the Excel workbook.

An Excel Workbook:

• A tab with documentation: Topic, Date, Authors. Narrative about your project including a description of each of your worksheets.

• A tab – Appendix: Stating your formulas and where you used the tools listed below.

• Dates and some date logic

• Multiple Work sheets

• Basic functions including Counts, Sum, Average.

• At least 1 of the Advanced Finance Functions touching on Present Value or Amortization or Depreciation.

• At least one column where Flash Fill is used.

• In your data sheets, you will make use of formulas with Relative anchoring (no anchoring with $ sign), Absolute anchoring (anchoring both row and columns with $) and Mixed Reference anchoring (anchoring row or column but not both).

• Conditional logic: =IF function

• VLOOKUP or HLOOKUP for reference

• Pivot Tables for Summaries

• Filters

• Graphs

• A tab with at least one, preferably more, summaries suitable for printing:

o Titles

o Header / Footer

o Print Areas defined.

o One or more summary tables

o One or more Graphs

Optional, but you would demonstrate mastery if you would also include some of the following: 

•

o Forecasting

o WHAT IF analysis.

o Conditional Formatting

o Nested IF

o COUNTIF

o SUMIF

o AVERAGEIF

o IFERROR

o A table where Multiple Sorts are required, or at least make it easier to read.

o Random numbers

o PIVOT TABLE SLICERS

o GOAL SEEK

o Hyperlinks

o Security on Spreadsheets

A short list of some possible project ideas.  You can choose anything you like from sports, the arts, pop culture.  These are just  some ideas to get you thinking.

Accounting / Finance

Small company: Income statement  / Forecasting the next 5 year with assumptions about growth and interest rates.

Property Manager: You are managing a set of real-estate properties.  Each property required an initial investment, each may have a level of debt associated with it.  Each has various kinds of on-going costs: maintenance, real estate tax, insurance, utilities. Each have a depreciation schedule. Each have tenants – Are they all equally likely to honor their contracts? What happens to overall profitability if one or more stop paying?  What is your profit now? You are thinking of selling: What is the NPV of your property? Forecast future revenues making assumptions about rents / defaults / interest rates...

Call Center Management.  Make up data, how many operators do you need on hand. Are there specialties among operators?  Important to consider date logic - holidays - Forecast need given assumptions about growth. 

Inventory Management.  Make up data for how often – mean, standard deviation – things leave the shelf.  You are running the warehouse. Develop rules for re-ordering – Balancing costs of carrying extra inventory vs costs of not having items on hand if ordered. What special provisions do you make for holiday buying season?

Marketing / Advertising

Analysis of demographics and purchasing patterns of your customers. (what to they buy? How often? What do you know about them? (names? Addresses? How / When they were acquired, demographic characteristics). Who are your target clients? How do you find more?  (I have census data you can use!)

 

Attachments:

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