Excel Crash Course Exam from Wall
Street Prep - Wall Street Prep Questions
And Answers Updated 2024
ANSWERSHEET
Instructions: Questions 1-4 use the financial model on tab Q 1-4 in the Exam
Workbook. Complete the model by filling in the blank cells before answeringthe
question below. Answers should be rounded to the nearest whole number, comma
separating 000s, NOT written in currency format. So if the answer is
$5,505,210.50, you would input 5,505,210.
1. What is forecast Revenue in 2017? 13,642,021
2. What is forecast Net Income in 2016? 925,777
3. If Depreciation&Amortization as a % of Capital Expenditures is changed to 30%,
what is Net Income in 2017? 1,123,438
4. What is the EBITDA % Margin in 2018? 17.1%
Instructions: Questions 5 -19 use the data table on tab Q 5-19 i n the Exam
Workbook. We strongly recommend you analyze this data with the aid of a pivot
table. You may also benefit from adding some extra calculation columns to the
dataset. Answers for numerical data should be rounded to the nearest 1 decimal,
comma separating 000s, NOT written in currency format. So if the answer is
$10,500.658, you would input 10,500.7.
5. Over the entire analysis period, which sales rep sold the highest cumulative
quantity of a single item? Rob Stewart
6. In the last question you determined the sales person who sold the highest
cumulative quantity of a single item. What is the item code of that item?
7.
39
8. Over the entire analysis period, what is the highest selling item code by quantity?
1
, 13691.4
11.During the month of April, which postal code bought the most of item 13 by
quantity?
93558
13. What is the total of Amy Adam’s sales over the analysis period?
492,153.8
14.In the previous question, you determined the the total of Amy’s sales over the
analysis period. What was her total profit?
255,548.1
15.During the three-month period of January through March, what was the quantity
of item 23 sold while Fred Rubble was the Manager on duty? 784
16.During the month of May, how many postal codes bought more than 700
products by quantity?
4
17.Over the entire analysis period, which sales rep gave the most discounts by
dollar amount? Enter the name as: FirstnameLastname. Oliver Winslow
18.In the previous question, you determined which sales rep gave the most
discounts by dollar amount. What was that amount? 17444.4
19.Over the entire analysis period, which item code did postal code 93930 spend
the greatest dollars on? 16
20.
2
, Identify a function for cell D6 that will return the fraction of the year elapsed
assuming a 360 day count basis.
•=STUB(D4,D5)
•=YEARFRAC(D4,D5,2)
•=DAYS360(D4,D5)
•=YEARFRAC(D4,D5)
B
•
Identify the formula that will always output a date that is the endofmonth date 3
months after the date inputted in D5.
=DATE(YEAR(D5),MONTH(D5)+3,DAY(D5))
•=EOMONTH(3,D5)
•=EOMONTH(D5,3)
3
, Identify the
formula that, based in user inputs in cells B1 and B2, outputs the text "animal lover"
for users who have at least 1 dog and at least one cat, and outputs "lonely person"
when those conditions are not met.
•=IF(OR(B1>0,B2>0),"animal lover","lonely person")
•=IF(AND(B1>1,B2>1),"animal lover","lonely person")
•=IF(AND(B1>0,B2>0),"animal lover","lonely person")
•=AND(IF(B1>0,"animal lover","lonely person"),IF(B2>0,"animal lover","lonely
4
, person")) C
23. Instructions: Questions 23-24 use the data table on tab Q2324 in the Exam
Workbook.
How many companies in the S&P 500 list have a Market Cap of at least $20Bn
AND Revenue of at least $15Bn?
• 145 • 236
•266 •153
A
5
, 24. How many constituents of the S&P 500 have a Market Cap of at least $30Bn OR Revenue
of at least $17Bn?
•110
•392
•201
•109 C
25. When you are in the Format Cells dialog (Ctrl 1):
1. What is the keyboard shortcut for moving across tabs (Number, Alignment,
Font Border, Fill, Protection)?
2. How do you move counter clockwise across form elements? 3. How do
you select a checkbox (put a checkbox next to it)
•1) Tab, 2) Ctrl Tab 3) Spacebar
•1) Alt Tab, 2) Ctrl Tab 3) Spacebar
•1) Ctrl Tab, 2) Shift Tab 3) Spacebar
•1) Ctrl Tab, 2) Shift Tab 3) Enter
C
6
,A B C D
1 201 201 2017
5 6
Revenu
2 e 100 120 130
Expens
3 es 34 55 75
4 Profit 66 65 55
7
, A B C D
201 201 201
1 5 6 7
Re ven
2 ue 100 12 0 130
Expens Identify the formula that will output 2016
3 es 34 55 75 expenses (55).
of
4 Pri t 66 65 55 •=OFFSET(B1,3,2)
•=OFFSET(B1,2,3)
Identify the best formula that will output 2016 expenses. Hint: Only select the
'range lookup' argument if it is necessary.
•=HLOOKUP(2016,B2:D4,2,0)
•=HLOOKUP(2016,A1:D4,3)
•=HLOOKUP("Expenses",A1:D4,2)
•=HLOOKUP(2016,B2:D4,2)
B
2
7
8
,2
9
A B C D
201 201
1 5 6 2017
Re ven
2 ue 100 12 0 130
Expens
3 es 34 55 75
of
4 Pri t 66 65 55
9
, •=OFFSET(A1,2,2)
10
Street Prep - Wall Street Prep Questions
And Answers Updated 2024
ANSWERSHEET
Instructions: Questions 1-4 use the financial model on tab Q 1-4 in the Exam
Workbook. Complete the model by filling in the blank cells before answeringthe
question below. Answers should be rounded to the nearest whole number, comma
separating 000s, NOT written in currency format. So if the answer is
$5,505,210.50, you would input 5,505,210.
1. What is forecast Revenue in 2017? 13,642,021
2. What is forecast Net Income in 2016? 925,777
3. If Depreciation&Amortization as a % of Capital Expenditures is changed to 30%,
what is Net Income in 2017? 1,123,438
4. What is the EBITDA % Margin in 2018? 17.1%
Instructions: Questions 5 -19 use the data table on tab Q 5-19 i n the Exam
Workbook. We strongly recommend you analyze this data with the aid of a pivot
table. You may also benefit from adding some extra calculation columns to the
dataset. Answers for numerical data should be rounded to the nearest 1 decimal,
comma separating 000s, NOT written in currency format. So if the answer is
$10,500.658, you would input 10,500.7.
5. Over the entire analysis period, which sales rep sold the highest cumulative
quantity of a single item? Rob Stewart
6. In the last question you determined the sales person who sold the highest
cumulative quantity of a single item. What is the item code of that item?
7.
39
8. Over the entire analysis period, what is the highest selling item code by quantity?
1
, 13691.4
11.During the month of April, which postal code bought the most of item 13 by
quantity?
93558
13. What is the total of Amy Adam’s sales over the analysis period?
492,153.8
14.In the previous question, you determined the the total of Amy’s sales over the
analysis period. What was her total profit?
255,548.1
15.During the three-month period of January through March, what was the quantity
of item 23 sold while Fred Rubble was the Manager on duty? 784
16.During the month of May, how many postal codes bought more than 700
products by quantity?
4
17.Over the entire analysis period, which sales rep gave the most discounts by
dollar amount? Enter the name as: FirstnameLastname. Oliver Winslow
18.In the previous question, you determined which sales rep gave the most
discounts by dollar amount. What was that amount? 17444.4
19.Over the entire analysis period, which item code did postal code 93930 spend
the greatest dollars on? 16
20.
2
, Identify a function for cell D6 that will return the fraction of the year elapsed
assuming a 360 day count basis.
•=STUB(D4,D5)
•=YEARFRAC(D4,D5,2)
•=DAYS360(D4,D5)
•=YEARFRAC(D4,D5)
B
•
Identify the formula that will always output a date that is the endofmonth date 3
months after the date inputted in D5.
=DATE(YEAR(D5),MONTH(D5)+3,DAY(D5))
•=EOMONTH(3,D5)
•=EOMONTH(D5,3)
3
, Identify the
formula that, based in user inputs in cells B1 and B2, outputs the text "animal lover"
for users who have at least 1 dog and at least one cat, and outputs "lonely person"
when those conditions are not met.
•=IF(OR(B1>0,B2>0),"animal lover","lonely person")
•=IF(AND(B1>1,B2>1),"animal lover","lonely person")
•=IF(AND(B1>0,B2>0),"animal lover","lonely person")
•=AND(IF(B1>0,"animal lover","lonely person"),IF(B2>0,"animal lover","lonely
4
, person")) C
23. Instructions: Questions 23-24 use the data table on tab Q2324 in the Exam
Workbook.
How many companies in the S&P 500 list have a Market Cap of at least $20Bn
AND Revenue of at least $15Bn?
• 145 • 236
•266 •153
A
5
, 24. How many constituents of the S&P 500 have a Market Cap of at least $30Bn OR Revenue
of at least $17Bn?
•110
•392
•201
•109 C
25. When you are in the Format Cells dialog (Ctrl 1):
1. What is the keyboard shortcut for moving across tabs (Number, Alignment,
Font Border, Fill, Protection)?
2. How do you move counter clockwise across form elements? 3. How do
you select a checkbox (put a checkbox next to it)
•1) Tab, 2) Ctrl Tab 3) Spacebar
•1) Alt Tab, 2) Ctrl Tab 3) Spacebar
•1) Ctrl Tab, 2) Shift Tab 3) Spacebar
•1) Ctrl Tab, 2) Shift Tab 3) Enter
C
6
,A B C D
1 201 201 2017
5 6
Revenu
2 e 100 120 130
Expens
3 es 34 55 75
4 Profit 66 65 55
7
, A B C D
201 201 201
1 5 6 7
Re ven
2 ue 100 12 0 130
Expens Identify the formula that will output 2016
3 es 34 55 75 expenses (55).
of
4 Pri t 66 65 55 •=OFFSET(B1,3,2)
•=OFFSET(B1,2,3)
Identify the best formula that will output 2016 expenses. Hint: Only select the
'range lookup' argument if it is necessary.
•=HLOOKUP(2016,B2:D4,2,0)
•=HLOOKUP(2016,A1:D4,3)
•=HLOOKUP("Expenses",A1:D4,2)
•=HLOOKUP(2016,B2:D4,2)
B
2
7
8
,2
9
A B C D
201 201
1 5 6 2017
Re ven
2 ue 100 12 0 130
Expens
3 es 34 55 75
of
4 Pri t 66 65 55
9
, •=OFFSET(A1,2,2)
10
