Stock Market Project Supply Chain Management Application Workshop.

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Presentation transcript:

Stock Market Project Supply Chain Management Application Workshop

Source of Data Stock Names Symbols Dates acquired Number of shares Initial Price per share Current price per share

Calculation Initial Cost = Shares x Initial Price Per Share Current Value = Shares x Current Price Per Share Gain/Los = Current Value – Initial Cost Percent Gain/Loss = Compute the totals for initial cost, current value, and gain/los Gain/Loss Initial Cost

To Enter the Column Titles Select cell A2 type Stock and then press the RIGHT ARROW key. Type Shares and then press the RIGHT ARROW key. Type Symbol and then press the RIGHT ARROW key. Type Initial and then press the ALT+ENTER. Type Price and then press the ALT+ENTER. Type Per Share and then press the RIGHT ARROW key. Type Initial and then press the ALT+ENTER. Type Cost and then press the RIGHT ARROW key. Type Current and then press the ALT+ENTER. Type Price and then press the ALT+ENTER. Type Per Share and then press the RIGHT ARROW key. Type Current and then press the ALT+ENTER. Type Value and then press the RIGHT ARROW key. Type Gain/loss and then press the RIGHT ARROW key. Type Percent and then press the ALT+ENTER. Type Gain/loss and then click cell A3.

Entering the Stock Data With cell A3 selected type the Name of the company that you bought stocks from then press the ENTER key. If you bought stocks for another company type the Name of the company that you bought stocks from then press the ENTER key. And so on. Select the cell C3 and type in number of shares that you bought and then press the RIGHT ARROW key. Type in the cost per share and then press the RIGHT ARROW key.

Entering Formulas Make sure to select cell E3 Type in =C3*D3 and then press the RIGHT ARROW key. Type in the current Price Per share and then press the RIGHT ARROW key. Type in =C3*F3 and then press the RIGHT ARROW key. Type in =G3-E3 and then press the RIGHT ARROW key. Type in =H3/E3 and then press the RIGHT ARROW key. Repeat the steps from the slide Entering the Stock Data if you bought more stocks from other companies.

The Conditional Formatting and the Chart Select the range of cells I3:I6 click Format on the menu bar and then arrow next to the Conditional Formatting. Point to Highlight Cells Rules Click Less Than. When the dialog box display click the leftmost text box arrow and Type 0. Click the arrow next to the rightmost text box and click Custom Format. When the Format Cells dialog box displays, click the font tab and then click Bold in the Font Style list. Click the Patterns tab. Click the color Red. Point to the OK button. Select the range A2:A6 and press CTRL. Select the range E2:E6 keep pressing CTRL select the range G2:G6. Click the Insert Menu then Point and click the Chart Button. Choose 3-D Clustered Column to show the Graph. Click on the graph and drag it under the table or beside it.

Formatting the Worksheet Select cell A1 and type in Stocks Dates Acquired 4/24/2009 and 5/4/2009 and then press the ENTER key. Select the range A1:H1 then click the MERG Button. Click the Font size button arrow and point 36, click the Fill Color button arrow and point to the color Green. Click the Font Color button arrow and point to the color White.

Totals Select cell A7 type Totals then press the ENTER key. Select cell E7 type in =SUM(E3:E6) then press the RIGHT ARROW key. Type in =SUM(G3:G6) then press the RIGHT ARROW key. Type in =G3-E3 then press the RIGHT ARROW key. Type in =H3/E3 then press the RIGHT ARROW key. Select cell I3 then point to the Format Painter Button and click then point and select cell I7. Save your worksheet and name it Stocks Market.