EXCEL PROJECT: HISTORICAL FINANCIAL STATEMENTS ASSIGNMENT INSTRUCTIONS

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:
    • The 1st 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.
    • The 2nd 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
        • Denomination level ($s in millions or thousands, etc.)
      • The 3rd tab in your Financial Statement Analysis Template must be labeled Historical Balance Sheets.
        • Include the latest three years based on SEC (10-K) filings. (Note: Some 10-Ks only provided 2 years of balance sheet data.  You may need to download the second most recent 10-K for your company in order to obtain 3 years of balance sheet data.)
        • Ensure that the worksheet includes a header with:
          • Company Name
          • Financial Statement Name
          • Financial Statement Dates
          • Denomination level ($s in millions or thousands, etc.)
        • A partial balance sheet example is provided in Exhibit B.
      • The 4th 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
          • Denomination level ($s in millions or thousands, etc.)
        • 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.

 

Exhibit A: Example Company Information Tab

 

Exhibit B: Example Historical Balance Sheets Tab

(IMPORTANT NOTE: Only Partial Balance Sheet shown.  Your Balance Sheet should include Liabilities and Stockholders’ Equity as well.)

 

 

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