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CHAPETR #15: ANALYZING DATASETS WITH TABLES AND PIVOT TABLES

Instructor’s Manual Problem Set1. Using the data in the GOOG Financials.xlsx workbook that was used in the chapter:a. Convert the balance sheet into a format that is suitable for a pivot table by transposing the data. Don’t forget to enter the word “Date” above the dates.b. Build a pivot table from the data and group the dates by months, quarters, and years.c. Create a calculated field that shows the total debt ratio.d. Create a pivot chart that shows the debt ratio over time. Has Google’s capital structure changed over this five-year period?

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IM Problem Set & Solutions

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2. Using the same workbook, copy both datasets into one worksheet so that they can be used together in a pivot table.a. Create two calculated fields that show the net profit margin (PM) and return on total assets (ROA.b. Create a pivot table that shows the quarter over quarter change in both PM and ROA.c. Create a pivot line chart that shows the data from part b. Does there appear to be a strong correlation between the two data series?

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Error: Reference source not found ANALYZING DATASES WITH TABLES AND PIVOT TABLESIM Problem Set & Solutions

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3. Using the ETF Data.xlsx workbook from the chapter:a. Create a pivot table that shows the number of funds in each category, and the average Sharpe Ratio for each category.b. Sort the pivot table from the highest ratio category to the lowest.c. Create a pivot column chart that shows the returns of the top 10 best performing fund categories.

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4. Go to http://www.microsoft.com/investor/EarningsAndFinancials/TrendedHistory/AnnualStatements.aspx and download Microsoft’s annual income statements from 1991 to the most recent year available. There is a direct link to the Excel file on that page.a. Reformat the worksheet so that it is suitable for a pivot table. This will require changing the year headings to actual dates, deleting any blank rows, and then transposing the data.b. Create a pivot table that shows Operating Profit Margin for each year. This will require you to create a calculated field.c. Add a pivot chart that displays the results from part b over time.

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Test Bank

1. _________: Any field in this area will appear above the pivot table and will be used to filter the report.a. Report Filterb. Column Labelsc. Row Labelsd. Valuese. None of the aboveAnswer: a

2. The dropdown buttons change to indicate when a filter or sort has been applied to the field. Which of the following icons represents "No Filter or Sort"?a. b. c. d. e. Answer: a

3. The dropdown buttons change to indicate when a filter or sort has been applied to the field. Which of the following icons represents "Filter Applied"?a. b. c. d. e. Answer: b

4. The dropdown buttons change to indicate when a filter or sort has been applied to the field. Which of the following icons represents "Sort Applied"?a. b. c. d. e. Answer: c

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5. A _______ is a visual control that allows you to more easily filter one or more pivot tables. Furthermore, a _______ can be on a different worksheet than the pivot table, making interactive dashboards much easier to create.a. data fieldb. structured referencec. calculated columnd. calculated fielde. slicerAnswer: e

6. Fields can be summarized by a number of functions, including Sum, Count, Average, and several others. By default, numeric fields will be summed, and text fields will be counted.a. averaged; countedb. counted; summedc. summed; countedd. ranked in descending order; summede. summed; ranked in alphabetical orderAnswer: c

7. Financial statements are typically organized with time periods in the first row, and items in the first column. However, since the items are the data fields we will need to ________ the financial statements for use in a pivot table.a. sortb. transposec. convertd. filtere. organizeAnswer: b

8. Data fields are in ________ and records are in _______ .a. columns; columnsb. rows; columnsc. rows; rowsd. columns; rowse. None of the aboveAnswer: d

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9. When you created the table, Excel automatically added __________ dropdown to each column header. By clicking the arrow for any column, you can perform a number of operations to sort or filter the table.a. a structured referenceb. a calculated columnc. a calculated fieldd. a slicere. an AutoFilterAnswer: e

10. Directly referencing cells in a pivot table works fine as long as you know that the pivot table will never be changed. But that is an unrealistic expectation in many cases. Therefore, we need a way to consistently refer to data in the pivot table even if it is changed. Excel provides the ___________ function for exactly this purpose.a. PIVOT_TABLEb. GETPIVOTDATAc. AVERAGEIFd. DATA_FIELDe. GETPIVOTABLEAnswer: b 11. Which would be the result in cell B7?

a. 40%b. 60%c. 50%d. 90%e. 100%Solution: c.

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12. Which would be the result in cell B7?

a. 5%b. 7%c. 20%d. 25%e. 30%Solution: d.

13. What would be the value of cell D4?

a. 34.25%b. 35.57%c. 36.15%d. 35.69%e. Qtr3Solution: c.

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14. What would be the value of cell D4?

a. 34.25%b. 35.57%c. 36.15%d. 35.69%e. Qtr2Solution: b.

15. We can create completely new fields that are calculated from existing fields. This type of field is known as __________a. a. a structured referenceb. a calculated columnc. a calculated rawd. a slicere. a calculated fieldSolution: e.

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chapter 1 spreadsheet basicsleeds-faculty.colorado.edu/donchez/fnce 4050/4050... · web viewim...

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