Category: Excel

ZOOM
CASE STUDY (PART 1) INSTRUCTIONS
Due February 26, 2024
The following articu

ZOOM
CASE STUDY (PART 1) INSTRUCTIONS
Due February 26, 2024
The following articulates the overall basic procedure and presentation details for the FIRST PART
of the case for the semester.
PURPOSE
The purpose behind this study is: (1) help you develop a strong awareness of the financial
structure of depository financial institutions; (2) further your financial analysis skills; and (3)
broaden your understanding of the risks and strengths inherent in a depository institutions in the
United States.
PROCEDURE
There will be a total of three parts to this study. You will be randomly assigned a bank. It is your
task to analyze the financial structure of each company provided. Analysis consists of an Excel
analysis. When submitted, it should contain, as a minimum, the following:
 Excel Spreadsheet – 2 years of data to be obtained from SEC/Edgar and/or FDIC.gov since these
are the primary sources for financial data. In other words, don’t necessarily trust Yahoo! Finance
or MSN Money. Or, go directly to the source: SEARCH THE BANK’S WEBSITE AND LOOK FOR
ANNUAL REPORTS AND DOWNLOAD
o Calculate the Financial Institution’s:
 ROE and ROA
 Equity Multiplier
 Profit Margin (net income/total operating income), plus these detailed sub-ratios:
 interest income/total operating income,
 provision for loan loss/total operating income,
 non-interest expense/total operating income, and
 Asset Utilization (total operating income/total assets), plus these sub-ratios:
 interest income/total assets and
 total income/total assets
You are free to use other ratios and analysis techniques (i.e., DuPont Analysis) but only if you feel they are
important in making a point in either your analysis or conclusions. Don’t add them just to impress me; I
won’t be impressed.
SUBMIT ELECTRONICALLY TO CANVAS.

The objective of this assignment is to get hands-on experience in using Excel to

The objective of this assignment is to get hands-on experience in using Excel to carry out time series data analysis that also includes hypothesis testing and regression analysis.

Stock Assignment: Union Pacific Group
1) Download 61 months of data (5 years + 1

Stock Assignment: Union Pacific Group
1) Download 61 months of data (5 years + 1 month)
2) Use the “Adjusted Close” price
3) Calculate the monthly return
4) Plot the monthly return.
5) Calculate the mean and standard deviation of the monthly return (express as percentages)
6) Use the first and last price, calculate the geometric average monthly rate of return.
7) Convert this to an annual number.

The objective of this assignment is to get hands-on experience in using Excel to

The objective of this assignment is to get hands-on experience in using Excel to carry out time series data analysis that also includes hypothesis testing and regression analysis.

Stock Assignment: Union Pacific Group
1) Download 61 months of data (5 years + 1

Stock Assignment: Union Pacific Group
1) Download 61 months of data (5 years + 1 month)
2) Use the “Adjusted Close” price
3) Calculate the monthly return
4) Plot the monthly return.
5) Calculate the mean and standard deviation of the monthly return (express as percentages)
6) Use the first and last price, calculate the geometric average monthly rate of return.
7) Convert this to an annual number.

ZOOM
CASE STUDY (PART 1) INSTRUCTIONS
Due February 26, 2024
The following articu

ZOOM
CASE STUDY (PART 1) INSTRUCTIONS
Due February 26, 2024
The following articulates the overall basic procedure and presentation details for the FIRST PART
of the case for the semester.
PURPOSE
The purpose behind this study is: (1) help you develop a strong awareness of the financial
structure of depository financial institutions; (2) further your financial analysis skills; and (3)
broaden your understanding of the risks and strengths inherent in a depository institutions in the
United States.
PROCEDURE
There will be a total of three parts to this study. You will be randomly assigned a bank. It is your
task to analyze the financial structure of each company provided. Analysis consists of an Excel
analysis. When submitted, it should contain, as a minimum, the following:
 Excel Spreadsheet – 2 years of data to be obtained from SEC/Edgar and/or FDIC.gov since these
are the primary sources for financial data. In other words, don’t necessarily trust Yahoo! Finance
or MSN Money. Or, go directly to the source: SEARCH THE BANK’S WEBSITE AND LOOK FOR
ANNUAL REPORTS AND DOWNLOAD
o Calculate the Financial Institution’s:
 ROE and ROA
 Equity Multiplier
 Profit Margin (net income/total operating income), plus these detailed sub-ratios:
 interest income/total operating income,
 provision for loan loss/total operating income,
 non-interest expense/total operating income, and
 Asset Utilization (total operating income/total assets), plus these sub-ratios:
 interest income/total assets and
 total income/total assets
You are free to use other ratios and analysis techniques (i.e., DuPont Analysis) but only if you feel they are
important in making a point in either your analysis or conclusions. Don’t add them just to impress me; I
won’t be impressed.
SUBMIT ELECTRONICALLY TO CANVAS.

NEED IT IN 1 HOUR 30 MIN
1. using https://www.forbes.com/billionaires/ (only nee

NEED IT IN 1 HOUR 30 MIN
1. using https://www.forbes.com/billionaires/ (only need top 200) to make data table on google sheet or excel, and save it to cvs.
2. Create ONE quick first glance using off-the-shelf tools (excel, google sheets, tableau, etc..)
Note: when you make data table, pls make the unit B(billion) into number. and i just realized i file that r same repeatedly. you can just ignore them.
just wanna make sure there would be seven columns in the table: RANK, NAME, NET WORTH, AGE, COUNTRY, SOURCE, INDUSTRY. and from 1-200. you don’t need care about ‘filter list by’ part.
Don’t bid if you can’t deliver on time.

Here are the files with the instructions. There is two word documents and four e

Here are the files with the instructions. There is two word documents and four excel documents. Week 6 Hand-on Lab 1 goes with Dairy excel. And Week 6 Hand On Practice goes with Calls, Organics, Vacation

all instructions are available on this Google Drive. Please only accept if you’r

all instructions are available on this Google Drive. Please only accept if you’re proficient in Excel because it can get a little complicated and it all has to be right.
https://drive.google.com/drive/folders/1B3PDp1FOkl…

it’s basically manipulating data in excel i will send instructions and the both

it’s basically manipulating data in excel i will send instructions and the both csv files
there is step which involves writing my name: Mohamed Salem and the id: 1096596