EXCEL PROJECT: HISTORICAL FINANCIAL STATEMENTS
ASSIGNMENT INSTRUCTIONS
OVERVIEW

Company Information (Tab 1), and Historical Income Statements, Balance Sheets, and Cash
Flows (Tabs 2-4)
INSTRUCTIONS

Choose

one

of

the

3

companies

listed

in

your

Instructor’s

Module

1:

Week

1

Excel

Project Announcement.

Go

to

the

Securities

and

Exchange

Commission’s

EDGAR

database

and

access

your

chosen

company’s

most

recent

Form

10-K

(annual

report).
(
For

help

with

this

process,

see

the

Module

1:

Week

1

presentation,

“Downloading

Financial

Statements

from

the

SEC EDGAR Database.”
)

Create an Excel workbook, including data for your chosen company as follows:
o
The

1
st

tab

(worksheet)

in

your

Financial

Statement

Analysis

Template

must

be
labeled

Company

Information
.

The

following

information

must

be

included:

Company Name and ticker symbol

Industry

Products or services offered

Major competitors

An example of this tab is provided in Exhibit A.
o
The

2
nd

tab

in

your

Financial

Statement

Analysis

Template

must

be

labeled

Historical Income Statements
.

Include the latest
three years

based on SEC filings.

Ensure that the worksheet includes a header with:

Company Name

Financial Statement Name (Income Statements)

Financial Statement Dates

ACCT 370
Page
2

of
4

Denomination level ($s in millions or thousands, etc.)
o
The

3
rd

tab

in

your

Financial

Statement

Analysis

Template

must

be

labeled

Historical Balance Sheets.

Include

the

latest

three

years

based

on

SEC

(10-K)

filings.
(
Note:

Some

10-Ks

only

provided

2

years

of

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