UnitCo

OrderDate Region Rep Item Units st Total

1/6/2018 East Jones Pencil 95 1.99 189.05
1/23/2018 Central Kivell Binder 50 19.99 999.5
2/9/2018 Central Jardine Pencil 36 4.99 179.64
2/26/2018 Central Gill Pen 27 19.99 539.73
3/15/2018 West Sorvino Pencil 56 2.99 167.44
4/1/2018 East Jones Binder 60 4.99 299.4
4/18/2018 Central Andrews Pencil 75 1.99 149.25
5/5/2018 Central Jardine Pencil 90 4.99 449.1
Thomps
5/22/2018 West on Pencil 32 1.99 63.68
6/8/2018 East Jones Binder 60 8.99 539.4
6/25/2018 Central Morgan Pencil 90 4.99 449.1
7/12/2018 East Howard Binder 29 1.99 57.71
7/29/2018 East Parent Binder 81 19.99 1,619.19
8/15/2018 East Jones Pencil 35 4.99 174.65
9/1/2018 Central Smith Desk 2 125 250
9/18/2018 East Jones Pen Set 16 15.99 255.84
10/5/2018 Central Morgan Binder 28 8.99 251.72
10/22/2018 East Jones Pen 64 8.99 575.36
11/8/2018 East Parent Pen 15 19.99 299.85
11/25/2018 Central Kivell Pen Set 96 4.99 479.04
12/12/2018 Central Smith Pencil 67 1.29 86.43
12/29/2018 East Parent Pen Set 74 15.99 1,183.26
1/15/2019 Central Gill Binder 46 8.99 413.54
2/1/2019 Central Smith Binder 87 15 1,305.00
2/18/2019 East Jones Binder 4 4.99 19.96
3/7/2019 West Sorvino Binder 7 19.99 139.93
3/24/2019 Central Jardine Pen Set 50 4.99 249.5
4/10/2019 Central Andrews Pencil 66 1.99 131.34
4/27/2019 East Howard Pen 96 4.99 479.04
5/14/2019 Central Gill Pencil 53 1.29 68.37
5/31/2019 Central Gill Binder 80 8.99 719.2
6/17/2019 Central Kivell Desk 5 125 625
7/4/2019 East Jones Pen Set 62 4.99 309.38
7/21/2019 Central Morgan Pen Set 55 12.49 686.95
8/7/2019 Central Kivell Pen Set 42 23.95 1,005.90
8/24/2019 West Sorvino Desk 3 275 825
9/10/2019 Central Gill Pencil 7 1.29 9.03
9/27/2019 West Sorvino Pen 76 1.99 151.24
Thomps
10/14/2019 West on Binder 57 19.99 1,139.43
10/31/2019 Central Andrews Pencil 14 1.29 18.06
11/17/2019 Central Jardine Binder 11 4.99 54.89
 12/4/2019 Central Jardine Binder 94 19.99 1,879.06
12/21/2019 Central Andrews Binder 28 4.99 139.72
1/7/2020 Central Sorvino Pen Set 5 1.29 9.03
1/24/2020 West Gill Desk 62 1.99 151.24
2/10/2020 West Sorvino Pencil 55 19.99 1,139.43
Thomps
2/27/2020 Central on Pen 42 1.29 18.06
3/15/2020 West Andrews Binder 3 4.99 54.89
4/1/2020 West Jardine Pen Set 7 19.99 1,879.06
4/18/2020 Central Jardine Desk 76 4.99 139.72
5/5/2020 West Andrews Pencil 43 12.4 879.229
5/22/2020 West Sorvino Pen 45 13.5 977.913
6/8/2020 Central Gill Binder 47 14.7 1,076.60
6/25/2020 West Sorvino Pen Set 48 15.8 1175.28
Thomps
7/12/2020 West on Desk 50 17.0 1274
7/29/2020 Central Andrews Pencil 52 18.1 1,372.65
8/15/2020 West Jardine Pen 54 19.3 1471.34
9/1/2020 West Jardine Binder 56 20.4 1570
9/18/2020 Central Andrews Pen Set 58 21.5 1668.71
10/5/2020 West Sorvino Desk 59 22.7 1,767.39
 Sales Data Task
Application of Pivot Table
1 Inventory Decision: Which Product brings the maximum revenue?
2 Inventory Decision: Which Product sells the most in each of the regions?
3 Sales Review: Which region brings most revenue?
4 Sales
Sales Review:
Review: Which
PresentSales Representative
in a chart bringswise
format product in most revenue?
breakup of revenue
5 for each year
6 Sales Review: Plot revenue for each year
Date NASDAQ NASDAQ RetSensex sensex returns
3/1/2015 4900.88 27957.49
4/1/2015 4941.42 0.8% 27011.31 -3.4%
5/1/2015 5070.03 2.6% 27828.44 3.0%
6/1/2015 4986.87 -1.6% 27780.83 -0.2%
7/1/2015 5128.28 2.8% 28114.56 1.2%
8/1/2015 4812.71 -6.2% 26283.09 -6.5%
9/1/2015 4620.16 -4.0% 26154.83 -0.5%
10/1/2015 5053.75 9.4% 26656.83 1.9%
11/1/2015 5108.67 1.1% 26145.67 -1.9%
12/1/2015 5007.41 -2.0% 26117.54 -0.1%
1/1/2016 4613.95 -7.9% 24870.69 -4.8%
2/1/2016 4557.95 -1.2% 23002 -7.5%
3/1/2016 4869.85 6.8% 25341.86 10.2%
4/1/2016 4775.36 -1.9% 25606.62 1.0%
5/1/2016 4948.05 3.6% 26667.96 4.1%
6/1/2016 4842.67 -2.1% 26999.72 1.2%
7/1/2016 5162.13 6.6% 28051.86 3.9%
8/1/2016 5213.22 1.0% 28452.17 1.4%
9/1/2016 5312 1.9% 27865.96 -2.1%
10/1/2016 5189.14 -2.3% 27941.51 0.3%
11/1/2016 5323.68 2.6% 26652.81 -4.6%
12/1/2016 5444.5 2.3% 26626.46 -0.1%
1/1/2017 5614.79 3.1% 27655.96 3.9%
2/1/2017 5825.44 3.8% 28743.32 3.9%
3/1/2017 5911.74 1.5% 29620.5 3.1%
4/1/2017 6047.61 2.3% 29918.4 1.0%
5/1/2017 6198.52 2.5% 31145.8 4.1%
6/1/2017 6140.42 -0.9% 30921.61 -0.7%
7/1/2017 6348.12 3.4% 32514.94 5.2%
8/1/2017 6428.66 1.3% 31730.49 -2.4%
9/1/2017 6495.96 1.0% 31283.72 -1.4%
10/1/2017 6727.67 3.6% 33213.13 6.2%
11/1/2017 6873.97 2.2% 33149.35 -0.2%
12/1/2017 6903.39 0.4% 34056.83 2.7%
1/1/2018 7411.48 7.4% 35965.02 5.6%
2/1/2018 7273.01 -1.9% 34184.04 -5.0%
3/1/2018 7063.45 -2.9% 32968.68 -3.6%
4/1/2018 7066.27 0.0% 35160.36 6.6%
5/1/2018 7442.12 5.3% 35322.38 0.5%
6/1/2018 7510.3 0.9% 35423.48 0.3%
7/1/2018 7671.79 2.2% 37606.58 6.2%
8/1/2018 8109.54 5.7% 38645.07 2.8%
9/1/2018 8046.35 -0.8% 36227.14 -6.3%
10/1/2018 7305.9 -9.2% 34442.05 -4.9%
11/1/2018 7330.54 0.3% 36194.3 5.1%
12/1/2018 6635.28 -9.5% 36068.33 -0.3%
 1/1/2019 7281.74 9.7% 36256.69 0.5%
2/1/2019 7532.53 3.4% 35867.44 -1.1%
3/1/2019 7729.32 2.6% 38672.91 7.8%
4/1/2019 8095.39 4.7% 39031.55 0.9%
5/1/2019 7453.15 -7.9% 39714.2 1.7%
6/1/2019 8006.24 7.4% 39394.64 -0.8%
7/1/2019 8175.42 2.1% 37481.12 -4.9%
8/1/2019 7962.88 -2.6% 37332.79 -0.4%
9/1/2019 7999.34 0.5% 38667.33 3.6%
10/1/2019 8292.36 3.7% 40129.05 3.8%
11/1/2019 8665.47 4.5% 40793.81 1.7%
12/1/2019 8972.6 3.5% 41253.74 1.1%
1/1/2020 9150.94 2.0% 40723.49 -1.3%
2/1/2020 9731.18 6.3% 41257.74 1.3%
2/14/2020 9731.176 0.0%
AVERAGE MONTHLY RETURN 1.2% 0.7%
STANDARD DEVIATION 4.1% 3.7%
 Application of Formulae
Risk Return Task
1 Return Assessment: Calculate Average Monthly Return
2 CAGR: Calculate CAGR for both
3 Risk Assessment: Calculate Volatility for Both
4 Return Risk Trade off: Calculate Risk-Return trade off and comment on it
5 Plot Returns Data for both indices on one chart, compare and comment
6 Plot Skewness data for returns of both
 NASDAQ SENSEX
Return 1.23% 0.73%
Risk 4.1% 3.7%
Return Ris 0.30 0.20
CAGR 14.7% 8.1%
ALTERNATI 14.7% 8.1%

SEN
15.0%

10.0%

5.0%

0.0%

-5.0%

-10.0%

%
 SENSEX

41257.74
27957.49