2013 Round 2: Data Analysis

Excel training/competition model from the 2013 Financial Modeling World Championships

by Full Stack Modeller
To help finance professionals transform their Excel, financial modelling, data visualisation & analytics skillsFollow 71

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Description
This workbook is taken from the 2nd round of the 2013 Modeloff financial modeling world championships.

Follow the instructions in order to complete the model:

INTRODUCTION

You are working as a business analyst at a leading hardware retailer. You have been asked to assist with the analysis of some recent sales data from one of your hardware stores.

DATA STRUCTURE

The data covers the first 6 months of the year 2013 and has a line for each different item type sold on each invoice. One or more lines may be associated with a single invoice. Note that each line also has a quantity field that represents the quantity of that particular item type sold on that invoice. Each invoice is associated with one Manager on Duty and one Sales Assistant.

RECOMMENDED APPROACH

The format of the data and the questions you will need to answer very strongly lends itself to doing the analysis with the aid of a PivotTable. You may also benefit from adding some extra calculation columns to the table of data.

Using this model will allow you to test your own financial modeling skills and capabilities and identify potential areas for improvement.

Allotted time: 20 minutes

Once finished, feel free to upload your model to your own dedicated author channel!

This Best Practice includes
1 Excel Workbook, 1 PDF