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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!)

 

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