Question
Project Description: You are a financial advisor, and a client would like you to complete an analysis of his portfolio. As part of the analysis
Project Description:
You are a financial advisor, and a client would like you to complete an analysis of his portfolio. As part of the analysis you will calculate basic descriptive statistics with the Analysis ToolPak, calculate standard devi-ation and variance in value, calculate correlation between asset age and value, and create a stock forecast sheet.
Steps to Perform:
Step | Instructions | Points Possible |
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2 | Use the STDEV.S function to calculate the standard deviation between the current values of all commodities in cell G6. | 14 |
3 | Use the VAR.S function to calculate the variance between the current values of all commodities in cell G9. | 14 |
4 | Ensure the Analysis ToolPak is loaded. Create a descriptive statistics summary based on the current value of investments in column E. Display the output in cell G12. | 16 |
5 | Format the mean, median, mode, minimum, maximum, and sum in the report as Accounting Number Format. Resize the column as needed. | 10 |
6 | Use the FREQUENCY function to calculate the frequency distribution of commodity values based on the values located in the range I6:J10. | 14 |
7 | Click the Trend worksheet and use the CORREL function to calculate the correlation of purchase price and current value listed in the range C3:D10. | 14 |
8 | Create a Forecast Sheet displaying a forecast of purchase price through 1/1/2025. Name the worksheet Forecast_2025. Mac users, insert a new sheet named Forecast_2025. Copy the range B2:C9 on the Trend worksheet and paste it into cell A1 on the Forecast_2025 sheet. Type Forecast(Purchase Price) in cell C1 and 1/1/2025 in cell A9. In cell C9, enter the formula =FORECAST.ETS(A9,B2:B8,A2:A8). |
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