EXCEL PROJECT: HISTORICAL FINANCIAL STATEMENTS
Criteria Ratings Points
Content/Accuracy – Tab 1 – Company Information
10 to >8.0 pts
Advanced
Content/Accuracy – Tab 1 – Company Information
8 to >6.0 pts
Proficient
Tab included the required information, including company name, ticker symbol, industry, products or services offered, and major competitors, with only minor exceptions.
6 to >0.0 pts
Developing
Tab was missing a significant amount of the required information, and/or the information presented was incorrect.
0 pts
Not Present
Not present
10 pts
Content/Accuracy – Tab 2 – Historical Income Statements
20 to >17.0 pts
Advanced
Three years of historical income statements for the primary company are included in the submission, and are based on 10-K reports from the SEC EDGAR database.
17 to >13.0 pts
Proficient
Three years of historical income statements for the primary company are included in the submission, and are based on 10-K reports from the SEC EDGAR database. Only minor exceptions are noted.
13 to >0.0 pts
Developing
Major components of the three years of historical income statements are missing, and/or are based on incorrect sources.
0 pts
Not Present
Not present
20 pts
Content/Accuracy – Tab 3 – Historical Balance Sheets
20 to >17.0 pts
Advanced
Three years of historical balance sheets for the primary company are included in the submission, and are based on 10-K reports from the SEC EDGAR database.
17 to >13.0 pts
Proficient
Three years of historical balance sheets for the primary company are included in the submission, and are based on 10-K reports from the SEC EDGAR database. Only minor exceptions are noted.
13 to >0.0 pts
Developing
Major components of the three years of historical balance sheets are missing, and/or are based on incorrect sources.
0 pts
Not Present
Not present
20 pts
Excel Project: Historical Financial Statements Assignment Grading Rubric | ACCT370_B06_202230
Criteria Ratings Points
Content/Accuracy – Tab 4 – Historical Cash Flows
20 to >17.0 pts
Advanced
Three years of historical cash flows for the primary company are included in the submission, and are based on 10-K reports from the SEC EDGAR database.
17 to >13.0 pts
Proficient
Three years of historical cash flows for the primary company are included in the submission, and are based on 10-K reports from the SEC EDGAR database. Only minor exceptions are noted.
13 to >0.0 pts
Developing
Major components of the three years of historical cash flows are missing, and/or are based on incorrect sources.
0 pts
Not Present
Not present
20 pts
Excel Functions/Formulas
15 to >13.0 pts
Advanced
Excel formulas are utilized to calculate all totals and subtotals in the historical financial statements.
13 to >10.0 pts
Proficient
Excel formulas are utilized to calculate all totals and subtotals in the historical financial statements, with only a few minor exceptions.
10 to >0.0 pts
Developing
The submission is missing most of the Excel formulas required.
0 pts
Not Present
Not present
15 pts
Style and Formatting
15 to >13.0 pts
Advanced
The submission is professionally formatted. All tabs include appropriate headings with the required information. Totals and subtotals are identified with properly placed underlines. Numbers are formatted consistently, including the use of commas and decimals. The submission is consistent, neat, and easy to read.
13 to >10.0 pts
Proficient
The submission is professionally formatted, with only minor exceptions to the following: All tabs include appropriate headings with the required information. Totals and subtotals are identified with properly placed underlines. Numbers are formatted consistently, including the use of commas and decimals. The submission is consistent, neat, and easy to read.
10 to >0.0 pts
Developing
The submission lacks in professional formatting. It is missing headings, appropriately placed underlines, and/or consistent formatting. The submission is messy, hard to read, or substantially inconsistent in formatting.
0 pts
Not Present
Not present
15 pts
Total Points: 100
Excel Project: Historical Financial Statements Assignment Grading Rubric | ACCT370_B06_202230