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