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Excel Financial Statements

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Instructions

Please follow the attached excel formatting guidelines when completing this assignment. Use a non-classified format for your financial statements. My goal is for you to learn best practice in number formatting in excel. The excel formatting guidelines are available in course content as well for your reference. File naming convention is the last four letters of your last name followed by EXC. For example, mine would be RANKEXC.

Rubric Name: Excel Financial Statement Rubric

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Criteria
2 points

Met Most Expectations

1 point

Failed to Meet Expecations

0 points

Criterion Score

All numbers greater than 1,000 had commas.



Most numbers greater than 1,000 had commas.



Nearly all or all numbers greater than 1,000 had commas.



Score of Number formats: Numbers greater than 1,000 had commas. #2a,c excel guidelines., / 2

Followed File Naming Convention.



Not used.



Did not follow file naming convention.



Score of Followed file naming convention.,

/ 2

Placed dollar signs at the beginning of the column of numbers and after calculation.



Mostly followed dollar sign guidelines.



Did not follow dollar sign guidelines.



Score of When completing financial statements, format the first number in a column with a dollar sign ($). #6 excel guidelines., / 2

Followed all underline guidance.



Followed most underline guidance.



Did not follow underline guidance.



Score of Underline guidelines. Single underline when there is a calculation and double underline when calculations are complete. 3&4 excel guidelines., / 2

Used consistent font throughout assignment.



Not used.



Did not use consistent font throughout assignment.



Score of Consistent Font. 8 excel guidelines.,

/ 2

Included correct headers on financial statements.



Included incorrect headers on financial statements.



Did not include financial statement headers.



Score of Included financial statement headers.,

/ 2

Excluded non-relevant decimal points.



Excluded most non-relevant decimal points.



Did not exclude non-relevant decimal points.



Score of Non-relevant decimal points excluded.,

/ 2



Formulas

Met Expectations

1 point

Failed to Meet Expecations

0 points

Criterion Score

You cell referenced the financial statements to the raw data tab.



You did not cell reference the financial statements to the raw data tab.



Score of Cell referenced to the financials to raw data tab., / 1

Score of Excel Financial Statement Rubric,

/ 15

Overall Score





Excellent



13 points minimumYou paid great attention to detail.

Good

12 points minimumYour attention to detail needs work.


Average 10 points minimumWork harder on your attention to detail!!


Poor 0 points minimumBe careful, if you don't pay attention to detail you might not become an accountant.