Excel Project: Part I Instructions Company Information (Tab 1), and Historical Income Statements, Balance Sheets, and Cash Flows (Tabs 2-4) Choose one of the 3 companies listed in your Instructor’s Week 1 Announcement. Go to the Securities and Exchange Commission’s EDGAR database and access your chosen company’s most recent Form 10-K (annual report)

Excel Project: Part I Instructions
Company Information (Tab 1), and 
Historical Income Statements, Balance Sheets, and Cash Flows (Tabs 2-4)

  • Choose one of the 3 companies listed in your Instructor’s Week 1 Announcement.
  • Go to the Securities and Exchange Commission’s EDGAR database and access your chosen company’s most recent Form 10-K (annual report).
  • Create an Excel workbook, including data for your chosen company as follows:

o  Thefirst 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  Thesecond tabin your Financial Statement Analysis Template must be labeled Historical Income Statements.

  • Include the latestthree yearsbased 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.)

o  Thethird tabin your Financial Statement Analysis Template must be labeled Historical Balance Sheets.

  • Include the latestthree yearsbased 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  Thefourth tabin your Financial Statement Analysis Template must be labeled Historical Statement of Cash Flows.

  • Include the latestthree yearsbased 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.)

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.

 This assignment is due by 11:59 p.m. (ET) on Monday of Module/Week 1.
Exhibit A: Example Company Information Tab
 Exhibit B: Example Historical Balance Sheets Tab
(Only Partial Balance Sheet shown)

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