[1] Save the file on your desktop with the name LastName_FirstName_Stocks.

xlsx using
your first and last name.
[1] Change the name of “Sheet 1” to “Stocks”.
[1] Delete row 5.
[1] Merge and center the text in A1 over all columns from “Name” to “Note”.
[1] Set the font for the entire worksheet to 10-point Verdana.
[1] Format the text in A1 using the Title Cell Style.
[1] Set the height of the headings row (row 4) to 42.
[1] Make the column headings (row 4) bold and turn on the "wrap text" feature. Make
each column wide enough so that no words in the heading are split over two lines.
[1] Set the fill color for the column headings to a light gray.
[1] Put a "Thick Bottom Border" below the headings row.
[1] Calculate the “Total Purchase Price” by multiplying the “Shares” by the “Purchase Price Per Share”.
[1] Calculate the “Total Current Price” by multiplying the “Shares” by the “Current Price Per Share”.
[1] Calculate the “Profit or Loss” by subtracting the “Total Purchase Price” from the “Total Current Price”. This will give positiv
profits, and negative values to losses.
[1] Calculate the sum of the “Total Purchase Price” column and put the result at the bottom of the column (in the “Totals” row
[1] Calculate the sum of the “Total Current Price” column and put the result at the bottom of the column (in the “Totals” row)
[1] Calculate the sum of the “Profit or Loss” column and put the result at the bottom of the column (in the “Totals” row).
[2] Calculate each stock's “Percent of Total Portfolio” by dividing the stock’s “Total Current Price” by the total current portfolio
of the “Total Current Price” column).
[1] Format columns F, G, and H with a comma and 0 decimal places.
[1] Format column I as a percent with 2 decimal places.
[1] Calculate the sum of the "Percentage of Total Portfolio" column and put the result in the “Totals” row of the “Percent of To
column. Note that, if your calculations are correct, this number should be 100%.
[2] In the “Note” column, put a formula that will put a plus sign in the cell IF the stock shows a profit, and a minus sign in the
shows a loss.
[1] Put a formula in cell D37 that will count the number of stocks showing a profit (have a value in column H that is > 0).
[1] Put a formula in cell D38 that will count the number of stocks showing a loss (have a value in column H that is < 0).
[1] Center align the “Category” column and the “Note” column (including the headings at the tops of those columns).
[1] Change the name in the right part of the header to your first and last name.
[1] Add the file name to the left part of the footer.
[1] Make all columns as wide as they need to be to correctly display all of their data and headings.
[1] Do a print preview and set the orientation to landscape, [1] centered horizontally, [1] without grid lines. [1] Make sure th
worksheet will fit on a single page.
 r Share”.
hare”.
rrent Price”. This will give positive values to

of the column (in the “Totals” row).

the column (in the “Totals” row).
olumn (in the “Totals” row).
ce” by the total current portfolio value (bottom

Totals” row of the “Percent of Total Portfolio”

a profit, and a minus sign in the cell if the stock

ue in column H that is > 0).

e in column H that is < 0).
tops of those columns).

dings.
hout grid lines. [1] Make sure that the entire
 Tom Kleen

Stock Portfolio
Today:

Name Category Shares Purchase Price PCurrent Price Per Total Purchase Pric Total Current Price

Ashton-Tate S 2000 15.500 12.000

Compaq P 2000 8.750 9.750
Miniscribe H 2000 15.250 9.750
Unisys P 2000 34.625 35.375
Apple S 1500 37.375 40.500
NEC H 1500 35.750 44.125
Aldus S 1000 5.000 7.750
Canon H 1000 32.875 40.000
Citizen H 1000 8.500 9.500
Micropro S 1000 12.250 11.875
Microsoft S 1000 35.500 44.875
Packard BellP 1000 42.000 40.375
Toshiba P 1000 35.000 36.500
Zenith P 1000 25.000 39.375
Lotus S 750 25.000 21.750
Star S 700 20.125 15.000
AT&T C 500 95.125 98.125
Claris S 500 15.750 17.500
DEC P 500 75.125 85.875
HP P 500 80.500 90.500
Logitech H 500 12.000 8.500
Panasonic H 500 25.000 30.000
Sharp H 500 38.875 45.375
Word PerfectS 500 28.500 32.000
Seagate H 250 28.125 25.875
Borland S 100 27.750 30.750
Emerson H 100 29.250 35.000
Epson H 100 15.250 5.250
IBM P 100 115.625 125.000

TOTALS:
Number of stocks showing a profit:
Number of stocks showing a loss:
 Tom Kleen

Profit or Loss Percent of Total Po

Note
 896 320 404
908 439 896
843 621 355
776 261 435
258 125 999
395 608 930
45 865 209
783 760 408
21 895 234
58 147 197
665 411 129
314 550 607
762 917 885
560 548 539
919 120 631
255 563 679
867 330 159
120 485 850
256 469 729
507 143 351

Sum: [1] In cell G22, using the data in cells F

Smallest: [1] In cell G23, using the data in cells F
Largest: [1] In cell G24, using the data in cells F
Average: [1] In cell G25, using the data in cells F
ell G22, using the data in cells F1:H20, determine the sum.
ell G23, using the data in cells F1:H20, determine the smallest value.
ell G24, using the data in cells F1:H20, determine the largest value.
ell G25, using the data in cells F1:H20, determine the average value.
 Stock Portfolio

Purchase Price Current Price Total Purchase Total Current

Name Category Shares Per Share Per Share Price Price
Aldus S 1,000 $ 5.000 $ 7.750 $ 5,000 $ 7,750
Apple S 1,500 $ 37.375 $ 40.500 $ 56,063 $ 60,750
Ashton-Tate S 2,000 $ 15.500 $ 12.000 $ 31,000 $ 24,000
AT&T C 500 $ 95.125 $ 98.125 $ 47,563 $ 49,063
Borland S 100 $ 27.750 $ 30.750 $ 2,775 $ 3,075
Canon H 1,000 $ 32.875 $ 40.000 $ 32,875 $ 40,000
Citizen H 1,000 $ 8.500 $ 9.500 $ 8,500 $ 9,500
Claris S 500 $ 15.750 $ 17.500 $ 7,875 $ 8,750
Compaq P 2,000 $ 8.750 $ 9.750 $ 17,500 $ 19,500
DEC P 500 $ 75.125 $ 85.875 $ 37,563 $ 42,938
Emerson H 100 $ 29.250 $ 35.000 $ 2,925 $ 3,500
Epson H 100 $ 15.250 $ 5.250 $ 1,525 $ 525
HP P 500 $ 80.500 $ 90.500 $ 40,250 $ 45,250
IBM P 100 $ 115.625 $ 125.000 $ 11,563 $ 12,500
Logitech H 500 $ 12.000 $ 8.500 $ 6,000 $ 4,250
Lotus S 750 $ 25.000 $ 21.750 $ 18,750 $ 16,313
Micropro S 1,000 $ 12.250 $ 11.875 $ 12,250 $ 11,875
Microsoft S 1,000 $ 35.500 $ 44.875 $ 35,500 $ 44,875
Miniscribe H 2,000 $ 15.250 $ 9.750 $ 30,500 $ 19,500
NEC H 1,500 $ 35.750 $ 44.125 $ 53,625 $ 66,188
Packard Bell P 1,000 $ 42.000 $ 40.375 $ 42,000 $ 40,375
Panasonic H 500 $ 25.000 $ 30.000 $ 12,500 $ 15,000
Seagate H 250 $ 28.125 $ 25.875 $ 7,031 $ 6,469
Sharp H 500 $ 38.875 $ 45.375 $ 19,438 $ 22,688
Star S 700 $ 20.125 $ 15.000 $ 14,088 $ 10,500
Toshiba P 1,000 $ 35.000 $ 36.500 $ 35,000 $ 36,500
Unisys P 2,000 $ 34.625 $ 35.375 $ 69,250 $ 70,750
Word Perfect S 500 $ 28.500 $ 32.000 $ 14,250 $ 16,000
Zenith P 1,000 $ 25.000 $ 39.375 $ 25,000 $ 39,375

TOTALS: $ 698,156 $ 747,756

 [1] Sort the data in
decreasing order by
number of shares
owned (column C).

Profit or Loss
$ 2,750
$ 4,688
$ (7,000)
$ 1,500
$ 300
$ 7,125
$ 1,000
$ 875
$ 2,000
$ 5,375
$ 575
$ (1,000)
$ 5,000
$ 938
$ (1,750)
$ (2,438)
$ (375)
$ 9,375
$ (11,000)
$ 12,563
$ (1,625)
$ 2,500
$ (563)
$ 3,250
$ (3,588)
$ 1,500
$ 1,500
$ 1,750
$ 14,375

$ 49,600
 Stock Portfolio

Purchase Current Price Total Purchase Total Current

Name Category Shares Price Per Share Per Share Price Price
Aldus S 1,000 $ 5.000 $ 7.750 $ 5,000 $ 7,750
Apple S 1,500 $ 37.375 $ 40.500 $ 56,063 $ 60,750
Ashton-Tate S 2,000 $ 15.500 $ 12.000 $ 31,000 $ 24,000
AT&T C 500 $ 95.125 $ 98.125 $ 47,563 $ 49,063
Borland S 100 $ 27.750 $ 30.750 $ 2,775 $ 3,075
Canon H 1,000 $ 32.875 $ 40.000 $ 32,875 $ 40,000
Citizen H 1,000 $ 8.500 $ 9.500 $ 8,500 $ 9,500
Claris S 500 $ 15.750 $ 17.500 $ 7,875 $ 8,750
Compaq P 2,000 $ 8.750 $ 9.750 $ 17,500 $ 19,500
DEC P 500 $ 75.125 $ 85.875 $ 37,563 $ 42,938
Emerson H 100 $ 29.250 $ 35.000 $ 2,925 $ 3,500
Epson H 100 $ 15.250 $ 5.250 $ 1,525 $ 525
HP P 500 $ 80.500 $ 90.500 $ 40,250 $ 45,250
IBM P 100 $ 115.625 $ 125.000 $ 11,563 $ 12,500
Logitech H 500 $ 12.000 $ 8.500 $ 6,000 $ 4,250
Lotus S 750 $ 25.000 $ 21.750 $ 18,750 $ 16,313
Micropro S 1,000 $ 12.250 $ 11.875 $ 12,250 $ 11,875
Microsoft S 1,000 $ 35.500 $ 44.875 $ 35,500 $ 44,875
Miniscribe H 2,000 $ 15.250 $ 9.750 $ 30,500 $ 19,500
NEC H 1,500 $ 35.750 $ 44.125 $ 53,625 $ 66,188
Packard Bell P 1,000 $ 42.000 $ 40.375 $ 42,000 $ 40,375
Panasonic H 500 $ 25.000 $ 30.000 $ 12,500 $ 15,000
Seagate H 250 $ 28.125 $ 25.875 $ 7,031 $ 6,469
Sharp H 500 $ 38.875 $ 45.375 $ 19,438 $ 22,688
Star S 700 $ 20.125 $ 15.000 $ 14,088 $ 10,500
Toshiba P 1,000 $ 35.000 $ 36.500 $ 35,000 $ 36,500
Unisys P 2,000 $ 34.625 $ 35.375 $ 69,250 $ 70,750
Word Perfect S 500 $ 28.500 $ 32.000 $ 14,250 $ 16,000
Zenith P 1,000 $ 25.000 $ 39.375 $ 25,000 $ 39,375

TOTALS: $ 698,156 $ 747,756

 [2] Create a filter that
displays only those
stocks that have a profit
(column H) of $5,000 or
more. Use a rule, not
the check boxes.

Profit or Loss
$ 2,750
$ 4,688
$ (7,000)
$ 1,500
$ 300
$ 7,125
$ 1,000
$ 875
$ 2,000
$ 5,375
$ 575
$ (1,000)
$ 5,000
$ 938
$ (1,750)
$ (2,438)
$ (375)
$ 9,375
$ (11,000)
$ 12,563
$ (1,625)
$ 2,500
$ (563)
$ 3,250
$ (3,588)
$ 1,500
$ 1,500
$ 1,750
$ 14,375

$ 49,600
 Stock Portfolio

Purchase Current Price Total Purchase Total Current

Name Category Shares Price Per Share Per Share Price Price
Aldus S 1,000 $ 5.000 $ 7.750 $ 5,000 $ 7,750
Apple S 1,500 $ 37.375 $ 40.500 $ 56,063 $ 60,750
Ashton-Tate S 2,000 $ 15.500 $ 12.000 $ 31,000 $ 24,000
AT&T C 500 $ 95.125 $ 98.125 $ 47,563 $ 49,063
Borland S 100 $ 27.750 $ 30.750 $ 2,775 $ 3,075
Canon H 1,000 $ 32.875 $ 40.000 $ 32,875 $ 40,000
Citizen H 1,000 $ 8.500 $ 9.500 $ 8,500 $ 9,500
Claris S 500 $ 15.750 $ 17.500 $ 7,875 $ 8,750
Compaq P 2,000 $ 8.750 $ 9.750 $ 17,500 $ 19,500
DEC P 500 $ 75.125 $ 85.875 $ 37,563 $ 42,938
Emerson H 100 $ 29.250 $ 35.000 $ 2,925 $ 3,500
Epson H 100 $ 15.250 $ 5.250 $ 1,525 $ 525
HP P 500 $ 80.500 $ 90.500 $ 40,250 $ 45,250
IBM P 100 $ 115.625 $ 125.000 $ 11,563 $ 12,500
Logitech H 500 $ 12.000 $ 8.500 $ 6,000 $ 4,250
Lotus S 750 $ 25.000 $ 21.750 $ 18,750 $ 16,313
Micropro S 1,000 $ 12.250 $ 11.875 $ 12,250 $ 11,875
Microsoft S 1,000 $ 35.500 $ 44.875 $ 35,500 $ 44,875
Miniscribe H 2,000 $ 15.250 $ 9.750 $ 30,500 $ 19,500
NEC H 1,500 $ 35.750 $ 44.125 $ 53,625 $ 66,188
Packard Bell P 1,000 $ 42.000 $ 40.375 $ 42,000 $ 40,375
Panasonic H 500 $ 25.000 $ 30.000 $ 12,500 $ 15,000
Seagate H 250 $ 28.125 $ 25.875 $ 7,031 $ 6,469
Sharp H 500 $ 38.875 $ 45.375 $ 19,438 $ 22,688
Star S 700 $ 20.125 $ 15.000 $ 14,088 $ 10,500
Toshiba P 1,000 $ 35.000 $ 36.500 $ 35,000 $ 36,500
Unisys P 2,000 $ 34.625 $ 35.375 $ 69,250 $ 70,750
Word Perfect S 500 $ 28.500 $ 32.000 $ 14,250 $ 16,000
Zenith P 1,000 $ 25.000 $ 39.375 $ 25,000 $ 39,375

TOTALS: $ 698,156 $ 747,756

 [2] Create a filter that
displays all stocks in
where the value in the
"Category " column
(column B) is "S" or "P".

Profit or Loss
$ 2,750
$ 4,688
$ (7,000)
$ 1,500
$ 300
$ 7,125
$ 1,000
$ 875
$ 2,000
$ 5,375
$ 575
$ (1,000)
$ 5,000
$ 938
$ (1,750)
$ (2,438)
$ (375)
$ 9,375
$ (11,000)
$ 12,563
$ (1,625)
$ 2,500
$ (563)
$ 3,250
$ (3,588)
$ 1,500
$ 1,500
$ 1,750
$ 14,375

$ 49,600
 Stock Portfolio
Purchase Current Total Total
Price Per Price Per Purchase Current
Name Category Shares Share Share Price Price
Ashton-Tate S 2,000 $ 15.50 $ 12.00 $ 31,000 $ 24,000
Compaq P 2,000 $ 8.75 $ 9.75 $ 17,500 $ 19,500
Miniscribe H 2,000 $ 15.25 $ 9.75 $ 30,500 $ 19,500
Unisys P 2,000 $ 34.63 $ 35.38 $ 69,250 $ 70,750
Apple S 1,500 $ 37.38 $ 40.50 $ 56,063 $ 60,750
NEC H 1,500 $ 35.75 $ 44.12 $ 53,625 $ 66,188

Use the data on this sheet to create the chart described below.

Create [1] a 2D "clustered bar" (bars are horizontal, not vertical) chart that [1] shows the stock names (column A) on the
vertical axis (left side), with two bars extending from each stock name representing the [1] “Total Purchase Price” of the stock
(column F) and the [1] "Total Current Price" of the stock (column G). Do NOT include columns B, C, D, or E in your chart data.
[1] Put the chart on a separate "chart worksheet" using the "Move Chart" button.
[1] Add a title and set the text to Top Six Stocks.
[1] Add a legend at the bottom of the chart.
[1] Make the chart title font size 20 points.
[1] Make the text on the horizontal axis, the vertical axs, and the legend 14 points.

TOTALS: $ 698,156 $ 747,756

es (column A) on the
rchase Price” of the stock
, or E in your chart data.
 1st Quarter Expenses

Month Supplies Telephone Hardware Software Training Travel Advertising

January 244 1244 1226 455 650 455 423
February 121 988 3755 245 300 756 2155
March 45 965 3750 895 1565 598 450
Total 410 3197 8731 1595 2515 1809 3028

The following instructions apply to sheets Q1 through Q4.

[1] Format B7:H7 with a $ and 0 decimal places.

[1] Make all of the text in A3:H3 bold.
[1] Right-align cells B3:H3 (omit column A).
[1] In cells B7:H7, add a "top and bottom double border".
 2nd Quarter Expenses

Month Supplies Telephone Hardware Software Training Travel Advertising

April 343 1575 4565 964 0 644 496
May 230 996 227 242 450 512 2221
June 125 1112 415 575 650 560 450
Total 698 3683 5207 1781 1100 1716 3167
 3rd Quarter Expenses

Month Supplies Telephone Hardware Software Training Travel Advertising

July 95 1450 505 1500 496 750 450
August 455 1250 225 655 600 995 2575
September 115 1650 1795 85 2550 855 125
Total 665 4350 2525 2240 3646 2600 3150
 4th Quarter Expenses

Month Supplies Telephone Hardware Software Training Travel Advertising

October 95 1655 540 755 550 866 250
November 125 1725 55 245 0 1275 2575
December 285 1935 525 889 500 2966 440
Total 505 5315 1120 1889 1050 5107 3265
 Summary

Supplies Telephone Hardware Software Training Travel Advertising

Total

[2] Enter formulas in B4:H4 that will compute the totals in each expense category for all 4
quarters. Use the numbers from row 7 on the Q1, Q2, Q3, and Q4 worksheets.
or all 4