EXCEL PROJECT: HISTORICAL FINANCIAL STATEMENTS ASSIGNMENT INSTRUCTIONS OVERVIEW Company Information

 

EXCEL PROJECT: HISTORICAL FINANCIAL STATEMENTS
ASSIGNMENT INSTRUCTIONS
OVERVIEW

Company Information (Tab 1), and Historical Income Statements, Balance Sheets, and Cash
Flows (Tabs 2-4)
INSTRUCTIONS

Choose

one

of

the

3

companies

listed

in

your

Instructor’s

Module

1:

Week

1

Excel

Project Announcement.

Go

to

the

Securities

and

Exchange

Commission’s

EDGAR

database

and

access

your

chosen

company’s

most

recent

Form

10-K

(annual

report).
  (
For

help

with

this

process,

see

the

Module

1:

Week

1

presentation,

“Downloading

Financial

Statements

from

the

SEC EDGAR Database.”
)

Create an Excel workbook, including data for your chosen company as follows:
o
The

1
st

tab

(worksheet)

in

your

Financial

Statement

Analysis

Template

must

be
labeled

Company

Information
.

The

following

information

must

be

included:

Company Name and ticker symbol

Industry

Products or services offered

Major competitors

An example of this tab is provided in Exhibit A.
o
The

2
nd

tab

in

your

Financial

Statement

Analysis

Template

must

be

labeled

Historical Income Statements
.

Include the latest
three years

based on SEC filings.

Ensure that the worksheet includes a header with:

Company Name

Financial Statement Name (Income Statements)

Financial Statement Dates

ACCT 370
Page
2

of
4

Denomination level ($s in millions or thousands, etc.)
o
The

3
rd

tab

in

your

Financial

Statement

Analysis

Template

must

be

labeled

Historical Balance Sheets.

Include

the

latest

three

years

based

on

SEC

(10-K)

filings.
  (
Note:

Some

10-Ks

only

provided

2

years

of

balance

sheet

data.
  You

may

need

to

download

the

second

most

recent

10-K

for

your

company

in

order

to

obtain 3 years of balance sheet data.)

Ensure that the worksheet includes a header with:

Company Name

Financial Statement Name

Financial Statement Dates

Denomination level ($s in millions or thousands, etc.)

A partial balance sheet example is provided in Exhibit B.
o
The
4
th

tab

in your Financial Statement Analysis Template must be labeled
Historical Statement of Cash Flows.

Include the latest
three years

based on SEC (10-K) filings.

Make sure that the Income Statement, Balance Sheet, and Cash Flows
Statement tie in as follows:

Net Income from Income Statement agrees with Net Income on
the Statement of Cash Flows.

Ending Cash Balance from Statement of Cash Flows agrees with
Cash in the Balance Sheet.

Ensure that the worksheet includes a header with:

Company Name

Financial Statement Name

Financial Statement Dates

ACCT 370
Page
3

of
4

Denomination level ($s in millions or thousands, etc.)
o
Other instructions:

The Excel workbook should be professionally formatted.  Professional
formatting includes:

All

numbers

are

formatted

similarly.
  The

use

of

decimals,

commas for thousands, and other formatting is consistent.

Dollar

signs

are

included

in

the

first

and

last

numbers

of

each

column.

Subtotals

and

totals

are

preceded

by

a

single

underline.
  Totals

are followed by a double underline.

All

extraneous

information

is

removed

from

the

spreadsheet.

Sometimes,

files

downloaded

from

the

SEC

website

contains

extra characters or other things that need to be deleted.  

Line

descriptions

are

indented/bolded

in

a

manner

that

makes

the spreadsheet easy to read.  

All

totals

and

subtotals

should

be

calculated

using

formulas
.
  For

an

example of which cells may need formulas, please see Exhibit B.
Note: Your assignment will be checked for originality via the Turnitin plagiarism tool

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