Trimester-3

End Term
Analytical Tools For Managers
Set 1

Duration: 120 mins Total Marks: 40

Instructions:

● Section 1- All compulsory questions, 1 marks each.

● Section 2- Short Answers, answer any five out of eight questions given, 3
marks each.
● Section 3- Case Study Analysis, answer any two out of three given, 7.5 marks
each.
● Answer sheets to be uploaded in the provided template else would not be
accepted.
● It is an Open book exam.
● There will be a thorough Plagiarism check and if any form of copying found will
not be accepted.
● Please make sure the all the particulars along with roll numbers are entered in
the answer sheet
● All the best!

Section 1
Multiple Choice Questions

All compulsory questions (10X1=10)

Q1. Which of the following functions searches for a value in the first column of
Table_array and returns a value in the same row from Col_index_num?

A. AVERAGEIF
B. VLOOKUP
C. MID
D. HLOOKUP

Q2. Which chart type appears on a worksheet with other data?

A. Chart sheet
B. Embedded
C. PivotChart
D. Mixed
Q3. What is the IF formula?

A. IF formula calculates the intermediate frequency.

B. IF formula returns the internal factor.
C. IF formula returns one value if a logical expression is True and another if it
is false.
D. IF formula determines the intrinsic factor.

Q4. What is the PMT formula?

A. PMT calculates the periodic payment for an annuity investment.

B. PMT calculates the projected number.
C. PMT calculates the process number.
D. PMT calculates the permanent number.

Q5. What is the NPER formula?

A. NPER formula calculates the projected value.

B. NPER calculates the number of payment periods for an investment based
on constant-amount periodic payments and a constant interest rate.
C. NPER formula calculates the present volume.
D. NPER formula calculates the propriety value.

Q6. When in PivotTable Fields, if you tick a field that contains numeric data, it
will automatically populate which quadrant?
A. Rows
B. Filters
C. Values
D. Columns

Q7. Calculated Items cannot be added to PivotTables that contain Grouped

fields.
A. TRUE
B. FALSE
Q8. What does trend-based formatting do?
A. Trend based formatting highlights values that are over a specified value.
B. Trend based formatting filters the data to only show values that meet
specific criteria.
C. Trend based formatting sorts the data to reveal the trend.
D. Trend based formatting ranks the data set against itself and applies some
form of visual scale.

Q9. What type of conditional formatting has been applied to the data below?.

A. Data Bars.
B. Chart Sets
C. Icon Sets.
D. Color Scales.
Q10. Suppose cells A2:B20 contain a table with sorted product numbers in
column A and product prices in column B. What does the formula
=VLOOKUP(A25,A2:B20,2) return?

a) The product number for the product in column A (or the closest product if
the exact product number can't be found)
b) The price for the product found in column A (or #N/A if the exact product
number can't be found)
c) The price for the product found in column A (or the closest product if the
exact product number can't be found)
d) None of the above
 Section 2
Short Answer Type Questions

Answer any five out of eight given questions (5 X 3= 15)

Q1. The following net cash flows relate to two projects:

NET CASH FLOWS (IN $ 1,000)

YEAR 0 1 2 3 4 5 6
PROJECT A -60 20 20 20 20 20 20
PROJECT B -72 45 22 20 13 13 13

(i) Calculate the NPVs for each project, assuming 10% cost of capital.
(ii) Assuming that the two projects are independent, would you accept
them if the cost of capital is 15%?
(iii) What is the IRR of each project?
(iv) Which of the two projects would you prefer if they are mutually
exclusive, given a 15% discount rate?

Q2. How much down payment should a person deposit at the beginning of 5 year
duration for accumulating Rs. 100000 at the end. He also plans to deposit Rs.
10000 per year as a recurring deposit at the end of each year. The bank
offers an 8% rate of interest compounded annually. Use FV to compute the
accumulated amount at the end of the duration. Use Goal Seek for finding
the answer with statical function and also with Goal seek.(create two
worksheets)

Q3. Johnson has two options

• The car dealer has offered Jonathan a deal on a car loan. He has told
Jonathan that he can finance a new Honda and pay it off over the next five
years with monthly payments of $290 and a 10% down payment. The sale
price of the car is $17,500. Write an Excel formula to determine the
annual interest rate Jonathan is being charged.
• Another car dealer has offered to sell Jonathan this same car for $17,500
with a 10% down payment. The dealer has offered him 4.9% financing
(annual rate compounded monthly) to be paid back over the next four
years in equal monthly installments. Write an Excel formula to determine
the amount of the monthly car payment for this loan.
• Which offer is better for Johnson and Why?
Q4. An individual/company takes a loan from a lender on some terms and
conditions. Prepare a loan/lease schedule statement by using the following
instructions in spreadsheet software (e.g. MS Excel)

Q5. Use the following sample format for the preparation of loan schedule
statements.

Loan Details

Amount of Loan

Rate of Interest

Duration of Loan

Repayment Periodicity

Instalment

Loan Schedule

Period Instalment Principal Paid Instalment Closing

Paid Balance

1. Assume loan amount (in Rs.) on your own

2. Assume the rate of interest (yearly) on your own
3. Assume the duration of the loan (in years) on your own
4. Make the periodicity of the loan such that one of the four possible
periodicities (Monthly, Quarterly, Half Yearly or Yearly) can be chosen.
5. Instalment is computed dynamically by taking the values of loan amount,
rate of interest, and periodicity into account.
6. The period column should compute period number (from 1 to N)
dynamically, where N is the maximum period number. (You can also think
of period number as instalment number)
7. Compute the opening balance, interest due, instalment, and closing
balance for each period dynamically.
8. How much interest will be paid at the completion of the loan.
9. What principle you have to pay to the bank if you wish to close the loan
halfway(.i.e) if initial plan was of 60 periods ,you want to close it in 30
periods);
Q6. Create the Following Table In excel

Order Id Product Unit sold Per Unit Cost

1001 Chair 20 $50

1002 Table 17 $100

1003 Table Lamp 12 $60

1004 Chair 30 $50

1005 Table 21 $100

1006 Chair 23 $50

1007 Table Lamp 34 $60

1008 Table 54 $100

1009 Chair 56 $50

1010 Table Lamp 23 $60

● Create a Pivot analysis for Products showing total quantity sold

● Create a calculated field for Revenue (Quantity & Unit)
● Also create a calculated filed for profit based on the following condition
o If revenue is more than 2500 than profit is 10% of revenue else
profit is 5% of revenue

Q7. Consider the following scenario

● If Demand = 500,000 units per year, Carrying Cost= 30 percent of

acquisition cost per unit per year, Ordering Cost= $5.95 per order, and
acquisition cost = $2.50 per unit.

o What is the EOQ?

o What is the Total Cost at the EOQ?

● Do a scenario analysis (with report and pivot) for the following variations
in the decision variable

o Demand= 350000 Carrying Cost =25% Ordering Cost=$5.85

o Demand= 320000 Carrying Cost =35% Ordering Cost=$6.05
 ● Do a cross tabulation what if analysis of Economic Order Quantity using
Data tables for the following variations

o Carrying cost variation-

20%,25%,30%,35%,40%,455,50%
o Ordering Cost variation
$5.75,$5.80.$5.85,$5.90,$5.95.$6.00,$6.05,$6.10,$6.15,$ 6.20

Q8. How do you provide Dynamic Range in 'Data Source' of Pivot Tables?

Section 3
Case Study

Case Study Analysis, answer any two out of three (2X7.5=15)

Q1. Download the data (Case data .xlsx),It’s a sales data of Super Store. You are
supposed prepare a report for the top management for the following aspects
of the Business.

A. Management wants to know contribution of Each sales person

towards sales.
B. Management wants to know who are the top 10 Valuable customers
and revenue generated from this customers.
C. Management wants you to do a trend analysis of the quantity of item
sold year wise month wise to identify any spike or dip in the sale
specific to time and also what is the over all trend.
D. Management wants to analyse the revenue generation to categorise
high, medium and low volume sales and the .Do a frequency
distribution of the revenue using Pivot.
E. Also management wants to look into what is the percentage
contribution towards revenue region wise.

Q2. We are instructed to prepare a dashboard of the queries to have all

information in a single sheet.

A. Present data in visualized form.

B. Use progress charts, conditional charts and infographics to make
visualization attractive.
C. Also automize the visualization using slicers ,timeline and sparklines(if
necessary)
D. Also besides the dashboard create another sheet to have all the
summary data in a single sheet.
Q3. Mr. X took a loan of Rs 80,000 payable in 10 semi-annual instalments, rate of
interest being 8% p.a. compounded semi-annually. Find:
A. The amount of each instalment
B. Loan outstanding after 4th payment
C. Interest component of 5th payment and