Background Information HOMEWORK INSTRUCTIONS The Fortune 500 listing has been published since 1955 to analyze the top five hundred companies in the United States with publicly available financial information. However, these companies grow, merge, change, and dissolve on a yearly basis. Historically, have the same industries and companies remained at the top, or does this change frequently? What companies and industries have averaged the highest profits and revenue? We will examine the different industries and the companies within these industries to get an indication of what companies have tended to continue doing well throughout the list s history. Problem Statement In this assignment, we will analyze profits and revenue for companies and industries listed historically on the Fortune 500 list. From this data, we will chart the profit trends for the top three companies and theorize on future growth. Instructions IMPORTANT: This assignment requires the Windows version of Microsoft Office. IMPORTANT: Complete the steps below in the order they are given. Completing the steps out of order may complicate the assignment or result in an incorrect result. 1. Download and extract the provided Data Files ZIP file. It contains the following files for use in this assignment: a. cpifactors.xml Listing of Consumer Price Index adjustment factors [3]. Table: CPIFactors Field Name Type Description DataYear Number Primary key. Year of CPI adjustment factor. CPIFactor Number CPI adjustment factor for 2011-valued dollars. b. companies.xml Listing of companies appearing on the Fortune 500 list [1], [2]. Table: Companies Field Name Type Description CompanyID AutoNumber Primary key. Unique identifier for each company. CompanyName Short Text Company name. Industry Short Text Industry categorization for company. Page 1 of 9 Version 14.5
c. rankings.xml Data on company rankings from 1955 to 2011 [1], [2]. Table: Rankings Field Name Type Description DataYear Number Part of composite key. Year of ranking on Fortune 500 list. Ranking Number Part of composite key. Yearly ranking for company on the Fortune 500 list. CompanyID Number Part of composite key. Numeric value representing company name. Revenue Currency Amount of revenue generated by the company in the previous year. Profit Currency Amount of profit generated by the company in the previous year. d. commercialbanking.rtf Report text file to format in Word. e. bank.png Image of a bank building for use in PowerPoint. Microsoft Access Portion 2. Begin by creating a new Microsoft Access database named lastname_firstname_hw6_ffhcp.accdb. 3. Import the following items into the database: a. cpifactors.xml file Import structure and data into a new table. b. companies.xml file Import structure and data into a new table. c. rankings.xml file Import structure and data into a new table. 4. Create the appropriate relationships for the following tables. Enforce referential integrity, but do not enable cascade updates or cascade deletes. a. Rankings and Companies b. CPIFactors and Rankings Page 2 of 9 Version 14.5
5. Create separate queries to provide the information requested below. Name each query after the step in which it appears (e.g., name the query in Step 5a as Query5A). HINT: Run your queries to test them. Make sure that they display all and only the records that you would expect to appear. a. Create a query to display statistics on each company on the Fortune 500 list. List the company name, industry, and year. Also, include a field to calculate the yearly revenue in inflation-adjusted 2011 dollars. You can calculate the yearly revenue in inflation-adjusted 2011 dollars using the formula: [Rankings. Revenue] [CPIFactors. CPIFactor] Format the calculated field as currency with no decimal places. Sort by company name and then by year, both in ascending order. HINT: This query will show 28,500 records and 4 fields. b. We wish to calculate statistics on companies recently on the Fortune 500. Create a query listing, for each year, the total revenue, total profit, average revenue, and average profit. Only include records from 1990 and later. Format all four calculated fields as currency with no decimal places. HINT: This query will show 22 records and 5 fields. c. We want to know which industries annually average more than $1 billion in revenue and also more than $1 billion in profit. Copy-and-paste this SQL code into a new query: SELECT Companies.Industry, Avg(Rankings.Revenue) AS AverageRevenue, Avg(Rankings.Profit) AS AverageProfit, Count(Rankings.Ranking) AS RankedCompanies FROM Companies INNER JOIN Rankings ON Companies.CompanyID=Rankings.CompanyID GROUP BY Companies.Industry HAVING (((Avg(Rankings.Revenue))>1000000000) AND ((Avg(Rankings.Profit))>1000000000)) ORDER BY Avg(Rankings.Profit); IMPORTANT: Do not make any modifications to this query other than entering the above SQL code. HINT: This query will show 5 records and 4 fields. Page 3 of 9 Version 14.5
d. We would like to gather information on three major banking companies: Bank of America Corp., Citigroup, and FleetBoston Financial. Copy-andpaste this SQL code into a new query: SELECT Companies.CompanyName, Companies.Industry, Rankings.DataYear, CCur([Revenue]*[CPIFactor]) AS AdjustedRevenue, CCur([Profit]*[CPIFactor]) AS AdjustedProfit FROM CPIFactors INNER JOIN (Companies INNER JOIN Rankings ON Companies.CompanyID = Rankings.CompanyID) ON CPIFactors.DataYear = Rankings.DataYear WHERE (((Companies.CompanyName)="Bank of America Corp." Or (Companies.CompanyName)="Citigroup" Or (Companies.CompanyName)="FleetBoston Financial")) ORDER BY Companies.CompanyName, Rankings.DataYear; IMPORTANT: Do not make any modifications to this query other than entering the above SQL code. HINT: This query will show 44 records and 5 fields. 6. Run the Compact and Repair Database utility on your database. Ignore any errors you receive when running the utility. Microsoft Excel Portion 7. Create a new Microsoft Excel workbook named lastname_firstname_hw6_ffhcp.xlsx. 8. We must adjust the sheets in our workbook. a. Rename Sheet1 to Most Profit by Industry. b. Add a new sheet named Commercial Bank Revenue. 9. Import the following items into the workbook: a. Query5C query from the Microsoft Access database: Import as a table starting in cell A1 of the Most Profit by Industry sheet. b. Query5D query from the Microsoft Access database: Import as a table starting in cell A1 of the Commercial Bank Revenue sheet. 10. We would like to create a chart to display information on the most profitable industries. Create a new 2-D clustered column chart based on cells A1 through C6 of the Most Profit by Industry sheet. Move the chart to a new sheet named Most Profit by Industry Chart. Specify appropriate chart and axis titles. Format the vertical (value) axis as currency with no decimal places. Page 4 of 9 Version 14.5
11. To better understand the data, we wish to create a PivotTable. a. Create a new PivotTable based on the data in cells A1 through E45 of the Commercial Bank Revenue sheet. Place the PivotTable on a new sheet named Bank Revenue PivotTable. b. On the PivotTable, do the following: i. Add the year as a Rows field. ii. iii. Add the company name as a Columns field. Add the inflation-adjusted revenue as a Values field. c. We need to perform some formatting on the PivotTable. i. Format the cells as indicated below: Microsoft Word Portion (1) Sum of AdjustedRevenue field: currency with no decimal places 12. Create a new Microsoft Word document named lastname_firstname_hw6_ffhcp.docx. 13. At the beginning of the document, insert a cover page using either of the builtin Sideline or Whisp styles. On the cover page, include the information noted below. a. Company: The words Computer Science 101 Section followed by the section number in which you are enrolled. b. Title: Fortune 500 and Commercial Banking c. Subtitle: Definitions and Examples d. Author: Your first and last name. e. Date: The current date. 14. Add a second page if one does not already exist. On it, insert the contents of the commercialbanking.rtf file. NOTE: The inserted text contains instructions (inside of <> symbols) for use in formatting the document. You should remove these instructions once you have applied the specified formatting. 15. Where indicated, include the chart from the Most Profit by Industry Chart sheet in your Microsoft Excel workbook. Size the chart to be 4-inches high by 6.5- inches wide. Add a caption for the chart. Page 5 of 9 Version 14.5
16. Where indicated, insert a new equation using the Microsoft Word equation tool representing the formula below. Your formula must identically reproduce: [Profit] [CPIFactor] 17. At the end of the document, we wish to create a bibliography page. a. Define the following sources as references for your report. i. Type: Web site ii. iii. iv. Name of web page: Bank of America Homepage Name of web site: Bank of America Year: 2008 Date accessed: December 18, 2008 URL: http://www.bankofamerica.com Type: Web site Name of web page: Citigroup Homepage Name of web site: Citigroup Year: 2008 Date accessed: December 18, 2008 URL: http://www.citigroup.com Type: Web site Name of web page: JPMorgan Chase Home Page Name of web site: JPMorgan Chase Date: December 18, 2008 Date accessed: December 18, 2008 URL: http://www.jpmorganchase.com Type: Article in a periodical Title: 2008 Fortune 500: Wal-Mart s No. 1 Periodical title: Fortune Date: May 5, 2008 b. Where indicated on the last page, insert a Bibliography-style bibliography using an APA style. Page 6 of 9 Version 14.5
18. We must finish formatting the document. HOMEWORK INSTRUCTIONS a. Apply the formatting and changes to your report text as specified by the included comments. Remove the included comments from your document once you have applied the required formatting. b. Ensure the document conforms to the following requirements: i. Modify the Normal formatting style to specify Verdana 11-point as the default font. ii. In the right-hand corner of the header on all pages after the cover page, list your last name followed by the page number. The page number should begin at 1 on the first actual page of text (the page after the cover page). iii. The first line of your text paragraphs should be indented by 0.5- inch. Do not indent the cover page, headings, images, captions, equations, or bibliography. iv. Except on the cover page, use double line spacing. v. Ensure there is no (0-point) line spacing before and after each paragraph except on the cover page. vi. Use 1.0-inch margins on all sides. Microsoft PowerPoint Portion 19. Create a new Microsoft PowerPoint presentation named lastname_firstname_hw6_ffhcp.pptx. 20. In the presentation, create the following slides: a. Title Slide-type slide listing a title for the presentation, your full name, course section, and an automatically updating date. b. Title and Content-type slide titled Most Profit by Industry. Add the chart from the Most Profit by Industry sheet of your Microsoft Excel workbook to the content area of the slide. 21. Create Title and Content-type slides to answer four of the five analysis questions below. Respond to one question per slide. Title each slide with the name of the question being answered (e.g., "Question A"). a. Even after adjusting for inflation, the total revenue of Fortune 500 companies has had over a 10-fold increase from 1955 to 2011. What might this indicate about the companies on the list? b. The #29 company on 2003 s Fortune 500 list, Time Warner, lost $98.7 billion on $41.8 billion of revenue the previous year. Why didn t Time Warner have to file for bankruptcy with such a huge loss? Page 7 of 9 Version 14.5
c. Looking through the companies on the Fortune 500 lists, name at least one industry that you think would be a good investment and one that you think would be a bad investment. Explain your rationale. d. Three of the five most-profitable industries are in the financial sector. Why do you think financial industries are so profitable? e. The Fortune 500 list only includes companies with publicly available financial records. This generally means their stock is publicly traded. Despite there being many large privately held companies, only a handful have made the list. Why aren t more privately held companies listed? 22. We wish to apply formatting to the presentation. Use your best judgment to create a professional-looking presentation. a. Apply one design theme of your choice to all slides. b. Apply an animation of your choice to the Most Profit by Industry chart. c. Apply slide transitions of your choice to all slides. d. Edit the parent (top-most) slide master to add the bank.png image to the bottom left corner of the slides. Size the image to be 0.5-inches high by 0.53-inches wide. NOTE: Depending on the design theme used, the image may not appear on title slides. This is acceptable as long as the image is correctly added to the slide master. e. Add your name, an automatically updating date, and the slide number to the footer of all slides except the title slide. Assignment Requirements You must submit all four files (Microsoft Access, Microsoft Excel, Microsoft PowerPoint, and Microsoft Word) for this assignment. Grading Rubric This assignment is worth 50 points. It will be graded by your instructor using this rubric, with partial credit awarded as appropriate: Step 3 2 points Step 14 2.5 points Step 4 1.5 points Step 15 1.5 points Steps 5a-b 2.5 points each Step 16 1.5 points Steps 5c-d 1 points each Steps 17a-b 2.5 points total Steps 8a-b 1 points total Steps 18a-b 3.5 points total Steps 9a-b 1.5 points total Steps 20a-b 2.5 points total Step 10 3 points Steps 21a-e (pick 4 of 5) 2.5 points each Steps 11a-c 5 points total Steps 22a-e 2.5 points total Steps 13a-e 2.5 points total Page 8 of 9 Version 14.5
The analysis questions in Steps 21a-e will be evaluated using this rubric: Standard Meets Requirements (1.25 points) Does Not Meet Requirements (0 points) Answer is reasonable. Answer addresses the question prompt and is factually correct or a reasonable interpretation of available data. Answer does not address the question prompt, is factually incorrect, or is an unreasonable interpretation of available data. Answer is supported. Acknowledgments Logical rationale is provided to support the given answer. Logical rationale is not provided to support the given answer. The image in the introduction appears courtesy of Fortune magazine [4]. References [1] Fortune 500: 1955-2005, Fortune. Available: http://archive.fortune.com/magazines/fortune/fortune500_archive/full/1955/ind ex.html. [2] Fortune 500, Fortune. Available: http://fortune.com/fortune500/. [3] Consumer Price Index (CPI), U.S. Bureau of Labor Statistics. Available: http://www.bls.gov/cpi/. [4] Fortune 500 magazine cover. 2004. Available: http://i.cnn.net/money/.element/img/1.0/sections/mag/fortune/global500/fortu ne_g500_cover06.jpg. Page 9 of 9 Version 14.5