Assignment -7 | Investment Analysis

Excepted timing : 5 minutes

| Investment | Initial Value | Current Value | Return (%) |
|------------|---------------|---------------|------------|
| Stock A    | 1000          | 1200          |            |
| Stock B    | 1500          | 1400          |            |
| Stock C    | 800           | 900           |            |
 
 
Task :
  1. Calculate the return percentage for each investment using a formula ((Current Value - Initial Value) / Initial Value * 100).
  2. Calculate the average return across all investments using the AVERAGE function.
  3. Use IF function to categorize each investment as "Profitable" if Return > 0, otherwise "Not Profitable".
  4. Create a column chart to compare the return percentage of each investment.
  5. Format the chart title, axes labels, and legend to enhance readability.

To perform the tasks outlined in Assignment  using Excel, follow these step-by-step instructions:

Steps to Perform:

1.      Create a Table for Sales Data:

2.      Calculate Total Sales Revenue for Each Order:

3.      Use INDEX and MATCH Functions to Find Customer Name for Order ID 1003:

4.      Create a PivotChart for Total Sales by Product Category:

5.      Use Slicers in the PivotChart to Filter Data: