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MainPage COUNTIF What is the number of stocks with market cap greater than AUD 500Mn? Stock SXL SFH TAP TPM TGR TEN VBA VTA WDS WTP AVO BMN BPT Result Industry Bank Insurance Capital Goods Mining Capital Goods Mining Mining Insurance Bank Capital Goods Energy Automotive Energy countif MarketCap AUD Mn 500 1280 150 680 225 30 1150 20 750 85 900 50 15 # Stock Price AUD 2.00 9.00 1.25 2.50 1.50 0.70 7.00 0.50 2.60 0.75 6.00 0.30 0.15 5
> 7
200 5
SUMIF / SUMIFS 1 2 3 Stock SXL SFH TAP TPM TGR TEN VBA VTA WDS WTP AVO BMN
What is the total market cap of all the stocks in the mining sector? What is the total market cap of all the financial services stocks? What is the total market cap of all the stocks in the mining sector whose stock price is greater than $1 Industry Bank Insurance Capital Goods Mining Capital Goods Mining Mining Insurance Bank Capital Goods Energy Automotive MarketCap AUD Mn 500 1280 150 680 225 30 1150 20 750 85 900 50 Stock Price AUD 2.00 9.00 1.25 2.50 1.50 0.70 7.00 0.50 2.60 0.75 6.00 0.30
1250
BPT
Energy
15
0.15
SUBTOTAL What is the average market cap of stocks in the list? normal func subtotal func Max 1280 1280 Sum 5835 5835 Average 449 449 Stock SXL SFH TAP TPM TGR TEN VBA VTA WDS WTP AVO BMN BPT Industry Bank Insurance Capital Goods Mining Capital Goods Mining Mining Insurance Bank Capital Goods Energy Automotive Energy MarketCap AUD Mn 500 1280 150 680 225 30 1150 20 750 85 900 50 15 Stock Price AUD 2.00 9.00 1.25 2.50 1.50 0.70 7.00 0.50 2.60 0.75 6.00 0.30 0.15 FUNCTION_NUM 1 2 3 4 5 6 7 8 9 10 11
RESULT
subtotal
5835
302.57
SUMPRODUCT
Calculate the portfolio performance Stock SXL SFH TAP TPM TGR TEN VBA VTA WDS WTP AVO BMN BPT Industry Bank Insurance Capital Goods Mining Capital Goods Mining Mining Insurance Bank Capital Goods Energy Automotive Energy Portfolio Weightage % 5.0 10.0 15.0 5.0 5.0 12.0 4.0 3.0 10.0 5.0 6.0 10.0 10.0 Yearly Performance % 15 12 10 8 -5 -2 0 50 1 6 5 11 -10
RESULT
sumproduct
5.66
Rank Rank the yearly performance of stocks Portfolio Weightage % 5.0 10.0 15.0 5.0 5.0 12.0 4.0 3.0 10.0 5.0 6.0 10.0 10.0 Yearly Performance % 15.0 12.0 10.0 8.0 -5.0 -2.0 0.0 50.0 1.0 6.0 5.0 11.0 -10.0 Rank # 2 3 5 6 12 11 10 1 9 7 8 4 13
Stock SXL SFH TAP TPM TGR TEN VBA VTA WDS WTP AVO BMN BPT
Industry Bank Insurance Capital Goods Mining Capital Goods Mining Mining Insurance Bank Capital Goods Energy Automotive Energy
2 3 5 6 12 11 10 1 9 7 8 4 13
2 3 5 6 12 11 10 1 9 7 8 4 13
1300 2550
FUNCTION_NUM 1 2 3 4 5 6 7 8 9 10 11
Function Average Count CountA Max Min Product StdDev StdDevp Sum Var Varp
1 9 7 8 4 13 10 10 10 10 10 10 10
Mainpage
Target
5000 5000 4000
Result
Not Achieved Achieved Not Achieved
Assumed yearly Mining quantity Coal Reserve (End of Year) Coal mined
2010 10
2011 3 7 3
Check the resource availablility in the previous year Check If the previous end of year resource is greater tha
Year of starting operations Assumed yearly Mining Coal Reserve (End of Year) Coal mined
Check if the year is '2012' Check the resource availablility in the previous year Check If the previous end of year resource is greater tha
OR / AND 1 2 Select projects that have IRR of more than 12% OR +ve NPV Select Projects that have IRR of more than 12% AND +ve NPV
Select Projects with payback period of less than 10 yrs and that satis Invmnt. Year 1 Cashflow Year 2 Cashflow
Project Code P001 P002 P003 P004 P005 P006 P007 P008 P009 P010
Rs. Crores -10 1 2 -25 2 2 -100 10 20 -500 200 200 -46 10 10 -175 120 150 -110 -10 10 -750 100 150 -60 5 7 -480 80 90 * payback period indicative only for calculation purpose
Not Achieved
2012 3 4 3
2013 3 1 3
2014 3 0 1
2015 3 0 0
availablility in the previous year s end of year resource is greater than the previous mining capacity
2012
2013
2014
2015 2 0 0
2 2 2 2 0 0 2 2 0 =IF(F14<$E$12,0,IF(E15>E16,F13,E15))
availablility in the previous year s end of year resource is greater than the previous mining capacity
more than 12% OR +ve NPV more than 12% AND +ve NPV
riod of less than 10 yrs and that satisfies the criteria 1 Year 3 Cashflow Year 4 Cashflow 4 2 100 200 11 250 50 300 25 120 Year 5 Cashflow 4 2 10 250 13 100 10 300 23 130 Payback period* (indicative # Yrs 4.0 15.0 3.5 0.5 5.0 1.5 16.0 4.5 12.0 6.0 NPV Rs. Crores 0.03 -15.83 34.27 297.06 -4.36 401.06 -43.57 74.05 0.43 -86.44 IRR % 10% -24% 21% 32% 6% 81% -5% 13% 10% 3% 1 OR Accept Discard Accept Accept Discard Accept Discard Accept Accept Discard
2 AND Discard Discard Accept Accept Discard Accept Discard Accept Discard Discard
yest today
1500 1900
27.00
LEN
Food Beverage & Tobacco - 1510 Real Estate - 2010 Energy - 1010 Materials - 4562 Banks - 2496 Insurance - 1560 Capital Goods - 1789 Software & Services - 1963 Technology Hardware - 1690
LEFT
Food Beverage & Tobacco - 1510 Real Estate - 2010 Energy - 1010 Materials - 4562 Banks - 2496 Insurance - 1560 Capital Goods - 1789 Software & Services - 1963 Technology Hardware - 1690
RIGHT
MID
VALUE
uirn of my portfolio is - 27
uirn of my portfolio is
Date, Year, Month, Day and Weekday functions Date string 20090630 #NUM! #NUM! #NUM! #NUM! Date function 30-Jun-09 2009 6 30 3
NETWORKDAYS Date 1/1/03 1/20/03 2/17/03 5/26/03 7/4/03 9/1/03 11/11/03 10/13/03 11/27/03 12/25/03 Holiday New Year's Day Martin Luther King Jr. Day Presidents' Day Memorial Day Independence Day Labor Day Veterans Day Columbus Day Thanksgiving Day Christmas Day
Working Days 4
VLOOK UP Income is Greater Than or Equal To $0 $2,651 $27,301 $58,501 $131,801 $284,701 But Less Than or Equal To $2,650 $27,300 $58,500 $131,800 $284,700 Tax Rate 15.00% 28.00% 31.00% 36.00% 39.60% 45.25%
10 80 97
20 90 69
30 100 45
Type a month to look for : Which column needs to be picked out : The result is :
HLOOK UP Income is Greater Than or Equal To But Less Than Tax Rate $0 $2,650 15.00% $2,651 $27,300 28.00% $27,301 $58,500 31.00%
Note: This is set up to work with whole numbers only (no decimals).
Jan
10 20
Feb
80 90
30 40 50
Type a month to look for : Which row needs to be picked out : The result is :
25
MATCH INDEX
Date 1/1/2003 1/2/2003 1/3/2003 1/4/2003 1/5/2003 1/6/2003 1/7/2003 1/8/2003 1/9/2003 1/10/2003 1/11/2003 1/12/2003 1/13/2003 1/14/2003 1/15/2003 1/16/2003 1/17/2003 1/18/2003 1/19/2003 1/20/2003
Weekday Wednesday Thursday Friday Saturday Sunday Monday Tuesday Wednesday Thursday Friday Saturday Sunday Monday Tuesday Wednesday Thursday Friday Saturday Sunday Monday
Amount 23 179 149 196 131 179 134 179 193 191 176 189 163 121 100 109 151 138 114 156
Comparison of Functions Range1 Bill Ellen Frank James Jill John Ted Range2 50 25 200 300 400 100 150
$21,566 28.00%
col 5
col 6
40 110 51
50 120 77
Feb 4 100
Mar
97 69
The row numbers are not needed. they are part of the illustration.
45 51 77 Feb 4 100
Date: Amount:
1/19/2003
114
James
IS Functions
Description (Result) Checks whether 4 is a number (TRUE) Checks whether cell is blank or not (TRUE) Checks if errors like #null, #div, etc except #n/a Checks if errors like #null, #div, etc including #n/a Checks if a value in a cell is even Checks whether TRUE is a logical value (TRUE) Checks whether "TRUE" is a logical value (FALSE) Checks whether value is #n/a
Description (Result) The row number of cell E14 (14) The format code of the first string (D2, see above)