Excel -1 project

Criteria

Levels of Achievement

Content/Accuracy

(70 points)

Advanced

Proficient

Developing

Not present

Content/Accuracy – Tab 1 – Company Information

(10 points)

9 to 10 points

Tab included the required information, including company name, ticker symbol, industry, products or services offered, and major competitors.

7 to 8 points

Tab included the required information, including company name, ticker symbol, industry, products or services offered, and major competitors, with only minor exceptions.

1 to 6 points

Tab was missing a significant amount of the required information, and/or the information presented was incorrect.

0 points

Not present

Content/Accuracy – Tab 2 – Historical Income Statements

(20 points)

18 to 20 points

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.

14 to 17 points

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.

1 to 13 points

Major components of the three years of historical income statements are missing, and/or are based on incorrect sources.

0 points

Not present

Content/Accuracy – Tab 3 – Historical Balance Sheets

(20 points)

18 to 20 points

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.

14 to 17 points

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.

1 to 13 points

Major components of the three years of historical balance sheets are missing, and/or are based on incorrect sources.

0 points

Not present

Content/Accuracy – Tab 4 – Historical Cash Flows

(20 points)

18 to 20 points

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.

14 to 17 points

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.

1 to 13 points

Major components of the three years of historical cash flows are missing, and/or are based on incorrect sources.

0 points

Not present

Excel Formulas, Style, and Formatting

(30 points)

Advanced

Proficient

Developing

Not present

Excel Functions/Formulas

(15 points)

14 to 15 points

Excel formulas are utilized to calculate all totals and subtotals in the historical financial statements.

11 to 13 points

Excel formulas are utilized to calculate all totals and subtotals in the historical financial statements, with only a few minor exceptions.

1to 10 points

The submission is missing most of the Excel formulas required.

0 points

Not present

Style and Formatting

(15 points)

14 to 15 points

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.

11 to 13 points

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.

1 to 10 points

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 points

Not present