PG DEPARTMENT OF COMMERCE

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Name of the Programme :

Course Title :

Course Code :

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Certificate
This is to certify that the bona fide record of Practical work done by the above student in
……………………………………………………………………… Laboratory during the
academic year ………………….

Faculty Incharge Head of the Department

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The lab record submitted by ……………………. in …………………………………….
is evaluated on …………………….. by:

Internal Examiner External Examiner

 TABLE OF CONTENT

S.
DATE SYLLABUS MARK SIGNATURE
NO.

1. Prepare a simple monthly budget spreadsheet and

visualization

2. Students performance analysis

3. Time value of money analysis (Investment

opportunity analysis)

4. Develop a loan amortization schedule

5. Comprehensive financial analysis in excel

6. Creating an interactive financial dashboard

in excel

Prepare pivot tables to analyze and summarize

7.
financial data

8. Build a spreadsheet to calculate interest rates and

visualize it

9. Perform a comprehensive statistical analysis of

financial data

10. Apply macros to automate repetitive tasks

in excel

11. Combine data from multiple excel workbooks

using power query

12. Comprehensive text manipulation and analysis

in excel
 Ex.No. 01
Date: Prepare a Simple Monthly Budget Spreadsheet and
Visualization
Prepare a basic monthly budget spreadsheet, apply formatting for visual appeal,
Utilize basic formula to calculate total income, total expenditures and savings and also create a
bar chart to display a budget data.

AIM:

To create a monthly budget spreadsheet with visualization to effectively manage income,

expenditure and savings.

PROCEDURE:

Step 1: Start All programs MS office  MS Excel for opening a spreadsheet.
Step 2: Enter a value for expenditures with items.
Step 3: Enter a value for income with items.
Step 4: Calculate total expenditure and total income by using formula
 enter

Step 5: To find out the savings

Step 6: To calculate savings percentage

Step 7: Add the visual representation for the value using conditional formatting function.
Home  conditional formatting  data bars  color
OUTPUT:

RESULT:

Thus the basic budget summary prepares and visualized successfully.

 Ex.No. 02
Date: Student Performance Analysis

Organize a list of students Names, Course, Subjects, Sort and Filter, Utilize data
validation for the drop list of courses, Use condition formatting to highlight the top performance
students create a pivot table to analysis overall students performances.

AIM:

Prepare a table to analysis a performance of the students.

PROCEDURE:

Step 1: Enter the students data in a column with Name, Course, Tamil, English, Maths,

Science and Social Science.

Total  enter.
 Average  enter.

Rank  enter for 30 Students.

Step 2: For Sorting select the enter data.

Home  Sort &Filter  Sort Smallest to Largest the data is Sorted.

 Step 3: For Filtering select the enter data.

Home  Sort &Filter  Filter , Name , Course , Subject , Total

Average ,Rank .

Step 4: Select the cell a course.

Go to data  data validation  Choose list from the Criteria drop down 

Source drag the column enter the list of available course.

 Step 5: Select the data.

Home  Conditional Formatting  Highlight Cells Rules  Less than

Average is drag click ok.

Step 6: Select the data and Insert  pivot table.

OUTPUT:

RESULT:

Overall analysis of the students performances as been completed successfully.

 Ex.No. 03
Date: Time Value of Money Analysis
(Investment Opportunity Analysis)

Applied time value of money (TVM) Function, Including Future Value (FV), Present
Value (PV), Net Present Value (NPV) and Internal Rate of Return (IRR) to analysis a Investment
Opportunity.

AIM:

To Evaluate the potential profitability and financial attractiveness of an investment

opportunity with time value of money function in excel add-ins.

PROCEDURE:

Step 1: Open a Excel from Start  All Programs  Microsoft Office Microsoft Excel.

Step 2: Organize the Input data by creating a table with the column for Initial Investment

(Negative Value), Annual Cash Flow (Positive or Negative), Interest Rate (in

Percentage), No. of. Years

Step 3: For Add-Ins time vale of money function.

Go to File  Options  Add-Ins  Analysis Tool pak and Click ok.

Step 4: Calculate Future Value (FV).

FV=(rate, nper, pmt, [pv],[type])

rate: Rate of Interest for the year.

nper: No. of Years.

Pmt: periodic payment.

Pv: present value.

type: when the payment a due.[0 for the end , 1 for the beginning]

and Press enter.

Step 5: Calculate Present Value (PV)

By using PV Function = PV (rate, nper, pmt, [fv], [type])

Input a similar to Future Value (FV), but with fv representing future value.
 PV and press enter.

Step 6: Calculate Net Present value (NPV)

By using NPV Function = NPV (rate, value1, [value2],…...)

rate: Discount rate.

value: Series of cash flow ( Initial Investment in negative)

NPV = NPV (B26, B23, B24, B25, B22) and press enter.

Step 7: Calculate Internal Rate of Return (IRR)

By using IRR Function = IRR (values, [guess])

 value: Series of cash flow ( Initial Investment in negative)

guess: It is an optional guess for IRR (usually omitted)

IRR = IRR (B30:B34) and press enter.

OUTPUT:

RESULT:

Evaluation of profitability and financial performance analysis has been completed

successfully.
 Ex.No. 04
Date: Develop a Loan Amortization Schedule

Utilize Loan and Amortization function in excel to analyze a loan, calculate loan payments,
and create an amortization schedule.

AIM:

Build an excel tool to analyze and track loan payment, calculating each payment‟s principal
and interest breakdown.

PROCEDURE:

Step 1: To Open a Excel

Start  All Programs  Microsoft Office  Microsoft Excel.

Step 2: Create a table in Excel with columns for: Principle, no of years, Annual Interest

Rate, Payment per year and No of Months (term * payment per year)

Step 3: Create a column for months, Date, payment, Principal, Interest and end Balance
Step 4: Find out the Months.

Go to Home  Select Fill  Series  Columns  60 values and click ok.

Step 5: Find out the Dates.

Go to Home  Select Fill  Series  Columns  Date  month  60

values and click ok.

Step 6: Find No. of Payment and Monthly Interest Rates. Calculate Monthly

Payment using PMT Function.

PMT Function = PMT (rate, nper, pv, [fv], [type])

rate: Rate of Interest for the year.

nper: No. of months

pv: principle amount.

And drag to 60 months

 Step 7: Find No of Payment and Monthly Interest Rate. Calculate Monthly Payment using

PPMT Function.

PPMT Function =PPMT (rate, nper, pv,[fv], [type]

rate: Rate of Interest for the year.

nper: No. of months

pv: principle amount.

And drag to 60 months.

Step 8: Find No of Payment and Monthly Interest Rate. Calculate Monthly Payment

using IPMT Function.

IPMT Function = IPMT (rate, nper, pv, [fv], [type]

rate: Rate of Interest for the year.

nper: No. of months

 pv: principle amount.

And drag to 60 months.

Step 9: Find No. of Payment and monthly Interest Rates. Calculate Monthly Payment

Using Ending Balance

Second Column Ending Balance

And drag to 60 months.

OUTPUT:

RESULT:

Analysis and creation of an amortization schedule has been completed successfully.

 Ex.No. 05
Date: Comprehensive Financial Analysis in Excel

Conduct a through financial analysis using Excel by creating a combination chart, adding
Sparklines for trends, dynamic chart applying conditional formatting for highlighting specific
data points.

AIM:

To Provide a visually rich and interactive overview of the key financial metrics.

PROCEDURE:

Step 1: Prepare a data table with the columns and rows by using sum function with the

columns Particulars, 2023, 2022, 2021, Total income, Total Expenditure and

calculate the earnings after and before Tax and interest.

Step 2: To prepare Combination chart

Select total Revenues and other Income  Insert  chart columns

Step3: To Add more chart, right click the chart select data  sources Dialogue box  add 

edit series dialogue box opened total expenditure, in series name, and series value

selected the respective values during the year.

 450000
400000 TOTAL REVENUES AND
350000 OTHER INCOME
300000
TOTAL COSTS AND
250000 OTHER DEDUCTIONS
200000
EARNING BEFORE
150000
INCOME AND
100000 INTEREST TAX
50000 EARNING AFTER
0 INCOME TAX
1 2 3

Step 4: To change the chart  right click a chart  change series chart type  columns  line

chart

Step 5: To prepare the trends analysis  insert  sparkline line

Step 6: select the range  ok

And drag to all columns

Step 7: To prepare the dynamic chart. Insert the data with months and profit for a year

Step 8: Select all data  Go to Insert  Table  Click ok

Step 9: Insert  chart Columns  format Size Properties

Step 10: Go to profit  Filter Number filter  Top 10  select top 5  Click ok.

Step 11: Go to Profit  Filter  Largest to Smallest  click ok.

Step 12: Go to profit  Filter  Clear Filter from “Profits”  click ok.

Step 13: Add all Dates and Profit will automatically change chart.
Step 14: Finally the Conditional Formatting.

Home  Conditional Formatting  highlight cells rules less than  click ok.
OUTPUT:

RESULT:

Preparation of visually rich and interactive overview of the key financial metrics
completed successfully.
 Ex.No. 06
Date: Creating an Interactive Financial Dashboard in Excel

Design an interactive financial dashboard in excel incorporating key performance indicators,

dropdowns for data filtering, form controls for chart navigation, and dynamic chart linking
between sheets.

AIM:

To Build a dynamic and user- friendly financial dashboard that enables interactive exploration of
key performance indicators (KPIS) and trends throught various interactive elements.

PROCEDURE:

Step 1: To open a Excel.

Start  All programs  Microsoft Office Microsoft Excel.

Step 2: Create a table in excel with columns for Date, Sales Person, Region, Product, Unit Sold, Unit
Price, Cost of Goods, and Total Sales = (unit sold *unit price)
Step 3: To Prepare the Profits. = Total sales – (Cost of goods sold * unit sold)

Step 4: To create as a table  Select the data insert Table

Step 5: Select range  Insert  Pivot Table  new worksheet  Ok
Step 6: Select total Sales (value) by Region. (Row)

Step 7: Select Total Sales (Value) by Products (Row)

Step 8: Select Total Sales (Value) by Name (Row)
 Step 9: Select Total Sales (Value) by Units Sold (Row)

Step 10: Select one data  Total Sales by region, Name, Product, right click Value Field

Settings  Number Format  click Custom  Type  General  Rs. ## \. ##,”L” 

Click ok.
Step 11: Select the sum of total sales.

Home  Insert  Columns  pie right click  Data Labels  Click ok

Total Sales by region

631200

2069600

1724000

1423000
East North South West

Step 12: Select the data with product and total sales.

Insert  Columns  Bar

 Total SALES BY PRODUCTS
Tent 1692000
Sneakers 697800
Smartphone 91000
Novel 886000
Moisturizer 1406600
Blender 784000
Action Figure 290400

Step 13: Right click the chart  Data Labels  close

Step14: To change the size of the width of the bar chart Format Data Series  click close.
Step 15: Select the data with Name and Total Sales.

Insert columns.

Total SALES BY NAME

1200000 1080000
1000000
800000
600000 448000
400000 312000 336000
208000 163200
200000 60600 78000 91000
0

Step 16: Right click  Data Labels click ok

Step 17: To change the size of the width of the Columns chart Format Data Series  close.
 Step 18: Select the data with product and sum of units sold.

Insert  Columns  Line chart.

₹ 12,00L ₹ 10,80L

₹ 10,00L
₹ 8,00L
₹ 6,00L ₹ 4,48L
₹ 3,12L ₹ 3,36L
₹ 4,00L
₹ 2,08L ₹ 1,63L
₹ 2,00L ₹ ,61L ₹ ,78L ₹ ,91L

₹ ,L

Step 19: Right click  Data Labels click ok

Step20 : To change the size of the width of the Line chart Format Data Series  close.
Step 21: To Prepare the Grand total  Unit Sold  Total Profit Average Sales.
Step 22: Create a Dashboard sheet.

Insert  Shapes  select Rectangular  Draw the rectangular box and total sales,

Average, Unit sold, Profits and amount  choose color and shape fill choose one

Color and shape outline  no outline.

Step 23: Insert  Icons choose 4 icons  Graphics fill  change the color icons
 Step24: Insert  Slicer Dialogue box select name, region, productclick ok

Step 25: Slicer Slicer settings  dialogue box  remove header  Select hide items
with

No data  click ok.

 Step 26: Slicer  Columns  Add 2 columns Name  product.

Choose dark color.

Step 27: Insert  Shapes  select Rectangular  Draw the rectangular box  Unit sold by

Product  Text fill change color  Select line chart.

 ₹ 10,80L

₹ 4,48L
₹ 3,12L ₹ 3,36L
₹ 2,08L
₹ 1,63L
₹ ,61L ₹ ,78L ₹ ,91L

Deena Divya Karthik Meera Muthu Prakash Ram Revathi Shivan

Step 28: Insert  Shapes  select Rectangular  Draw the rectangular box  total sales by

region  Text fill change color  Select pie chart.

631200

2069600

1724000

1423000

East North South West

Step 29: Insert  Shapes  select Rectangular  Draw the rectangular box  total sales by

product  Text fill change color  Select bar chart.

 Tent 1692000
Sneakers 697800
Smartphone 91000
Novel 886000
Moisturizer 1406600
Blender 784000
Action Figure 290400

Step 30: Insert  Shapes  select Rectangular  Draw the rectangular box  total sales by

Name  Text fill change color  Select column chart.

1200000 1080000
1000000
800000
600000 448000
312000 336000
400000 208000163200
200000 60600 78000 91000
0

Step 31: Name  right click Report connections  open a dialogue box  select

Pivot table  click ok.

Step 32: Product  right click Report connections  open a dialogue box  select

Pivot table  click ok.

Step 33: Region  right click Report connections  open a dialogue box  select

Pivot table  click ok.

Step 34: Layout  choose the colour.

OUTPUT:

RESULT:

Building a dynamic and user-friendly financial dashboard has been completed

successfully.
 Ex. No. 07 Prepare Pivot Tables to Analyze and Summarize
Date: Financial Data

Prepare a pivot table to analyze and summarize the data of various employees‟
performance and other details in excel.

Aim:
To create a pivot table for analyze and summarize the data for various employees‟
performance in the particular area during a time period

Procedure:

Step 1: To open a Excel.

Start  All programs  Microsoft Office Microsoft Excel

Step 2: create a data of the Employee Code, Employee Name, Designation,

Month, Region, Target Sales, Actual Sales

Step 3: To Create a pivot table for the above data.

 Select the data Insert Pivot Table , Choose new worksheet Ok.

Step 4: Switch to the new sheet where the pivot table is located and drag the regions,
Employee code to the “rows” and drag Target and Actual to the values, of the
pivot table fields.

Step 5: For getting area wise split up of data drag and drop the region into column.
 Step 6: To get the Sum or any other mathematical functions use Value Field Setting, by right
click on the desired field Select Sum and Average  Ok
Output:

Result:

Preparation of pivot table for analysis has been completed successfully.

 Ex.No. 08
Date: Build a Spreadsheet to Calculate Rates and Visualize it

Create an excel spreadsheet to calculate interest rates based on the principal amount,
rate, Time month, total, interest, and Installment.

AIM:

To create a spreadsheet to calculates interest rates.

PROCEDURES:

Step 1: To open a Excel.

Start  All programs  Microsoft Office Microsoft Excel.

Step 2: Create a column with Customer name, loan amount, Rate of interest, Duration (year)
Step 3: To prepare a Interest (Loan amount * Rate of interest*Duration (year))

Step 4: To prepare a total amount (Loan amount +Interest)

Step 5: To prepare chart.

Select the data Insert  Columns  Line chart

 600,000.00

500,000.00

400,000.00

300,000.00
Total amount
200,000.00 Loan Amount

100,000.00

OUTPUT:
RESULT:

Create of a spreadsheet to calculate interest rates has been completed successfully.

 Ex. No. 09 Perform a Comprehensive Statistical Analysis of
Date: Financial Data

Prepare a Comprehensive Analysis of Financial Data in excel with the use of Pivot
Tables, Descriptive Statistics, Statistical Charts.

Aim:

To understand and create a Comprehensive Analysis of Financial Data in excel with the
use of Pivot Tables, Descriptive Statistics, Statistical Charts.

Procedure:

Step 1: To open a Excel.

Start  All programs  Microsoft Office Microsoft Excel.

Step 2 : Create a data with the column for Order ID, Date, Product, Price, Quantity,
Purchase type, Payment method, Manager and City.

Add a table to the data. Select the data Insert Table

Step 3: To rectify Managers‟ names, Quantity with the help of trim and roundup
functions.
Step 4: To delete the old values and keep the new value.
Select the new data Ctrl C  Alt HVV
To remove the old values, Select the old data Ctrl-

Step 5: To activate the analysis tools File Options Add ins Analysis toolpak Ok
 Step 6: To create a Descriptive Statistics Analysis for the price and Quantity.
Data Data Analysis Descriptive Statistics Range of Data

Select Output Range Desired Cell Summary Statistics OK

Step 7: To create a Box and Whisker chart to analyze the performance of the manager.
Select Price data Insert Charts Statistics charts Box and Whisker Chart

To add Managers names to the chart Right click on the chart Select data Edit
under horizontal axis Select Manager Names Ok
Step 8: To add a Revenue column into the existing data set. Add a new column and use the
formula to calculate the revenue

Step 9: To analyze the data with the help of a Pivot Table. Select the Table Insert

Pivot Table New worksheet OK

Step 10: To find the best-Selling Product With the help of the Pivot Table.
Right Click on the Pivot table Sort Smallest to Largest

Step 11: To find the Total Revenue Add only the Revenue to the “Values” box
Step 12: To sort the revenue by Payment Method. Add Payment method to the “Rows”
box

To represent the data in percentage Right Click the table Show values as % of Grand
Total.
Output:

Result:
The comprehensive analysis on Statistical analysis has been completed successfully.
 Ex.No.10
Date: Apply Macros to automate repetitive tasks in Excel

AIM:

To learn record and apply macro to streamline repetitive tasks in excel, saving time and
effort

For frequent action

PROCEDURE:

Step 1: To open a Excel.

Start  All programs  Microsoft Office Microsoft Excel.

Step 2: Create a column Roll no, Students name, Tamil, English, Maths, Science and social

Step 3: To Prepare a roll no, student name, Tamil, English, Maths, Science and Social.
Step 4: Go to view  Macros  Record macros  Dialogue box  Click ok

Step 5: Select a data, choose color  click ok.

Step 6: Finally the Conditional Formatting.

Home  Conditional Formatting  highlight cells rules less than  click ok

Step 7: Finally the Conditional Formatting.

Home  Conditional Formatting  highlight cells rules Greater than  click ok

Step 8: Finally the Conditional Formatting.

Home  Conditional Formatting  highlight cells rules between  click ok

Step 9: Developer  Macros  stop recording  click

Step 10: Select the data  Macros  dialogue box  click Run
OUTPUT:

RESULT:

Recording and Appling macros to streamline repetitive tasks in excel has been
completed successfully.
 Ex.No.11 Combine Data from Multiple Excel Workbooks Using Power
Date: Query

Combining data from multiple Excel workbooks into a single consolidated table is a
common task that can be efficiently accomplished using Power Query

AIM:

To combine data from multiple excel workbooks using power query.

PROCEDURE:

STEP 1: To open a Excel.

Start  All programs  Microsoft Office  Microsoft Excel.

Step 2: To create a table with the column of year, Name, Region, Product, Unit Sold, Unit
Price,

Cost of goods sold, Total sales and profit

Step 3: To prepare data for the above listed columns for 3 years, 2019, 2020, 2021
respectively
Step 4: Create a folder for Sales report (with File named as
sales

report 2019, 2020, 2021) as above mentioned data.

Step 5: Open a new Excel sheet

Step 6: Go to data  Get data  From file From Folder click

Step 7: Select a Annual Sales Report Folder click open  open a file
 Step 8: open a file combine combine & Transform data  click open a combine
files

dialog box  Sample file  2019xlsx click the file  click ok

Step 9: open power query and file combine data

Step 10: click the Source name (Year)  right click  open a dialogue box Remove 

click
 Step 11: Home  Close & load  click  new sheet combine all data

OUTPUT:

RESULT:

Multiple excel workbooks by using power Query has been completed successfully.
 Ex. No. 12 Comprehensive Text Manipulation and Analysis
Date: In Excel

Excel offers a robust set of tools and functions for comprehensive text manipulation and analysis,
enabling users to efficiently handle and interpret textual data.

Aim:
To learn to manipulate data in excel with the help of basic text manipulation formulae
such as Left, Mid, Right, Substitute, Search.

Procedure:

Step 1: To open an Excel Sheet.

Start All Programs Microsoft Office Microsoft Excel

Step 2: Enter Different E-mail IDs, Phone Numbers, Address, First name, Helper, Surname,
E-mail provided, Street, Town, Country, Phone (Number only) in the columns and create
a table for the data.
To create a table Ctrl t Ok

Step 3: To get the Email provider separately enter the „Right‟ formula in the Email provider
column
9: represents the number of characters after the (@) symbol in the email column.

Step 4: To get the place of the Helper Character separately enter the „Search‟ formula in the
Helper column
“.”: Represent the helper character that is being searched for.

Step 5: To use the place of the helper character to get first name from the email address provided
 Then use the „Left‟ formula to find the first name
To fix the data in the First name column and utilise the Helper column data in anyother
formula select any helper column cell and copy the formula from the formula bar and go to the
first name column and select the helper cell and paste the formula.
Step 6: To find the surname from the email address use the „mid‟ formula
to find all the characters that follow the
helper character.

Step 7: To remove the email provider from the last name.

Step 8: To find the number of characters in a cell using the „len‟ formula.

Step 9: To find a specific character in a cell with the help of „find‟ formula.

Output:

Result:
The text manipulation using formulae has been completed successfully.