Using the S&P 500 Company Data.xlsx file from the official Web site (www.cengage.com/finance/mayes/analysis/9e): a. Create a table

Question:

Using the S&P 500 Company Data.xlsx file from the official Web site (www.cengage.com/finance/mayes/analysis/9e):

a. Create a table from the data and then add a calculated column that calculates the total return for the last three years. Name it “Total Return 3 Yr.” Use Get & Transform to remove #N/A values from the calculated column. Make a pivot table that shows the average three-year total return by GICS Sector.

b. Now add the GICS Industry field to the pivot table. Which industry was the best performer in the worst sector over the past three years? Sort the fields in your pivot table so that this sector and industry is at the very top of the table.

c. Create a new pivot table from the original data that shows the top 20 GICS Sub-Industries by sum of market capitalization. Also include a count of the number of companies in each sub-industry.


Data from S&P 500 Company Data.xlsx

Company SymbolCompany NameGICS SectorGICS IndustryGICS Sub-IndustryBetaAltman Z ScoreMarket ValueTotal Return 2018Total Return 2017Total Return 2016Div YieldNet Profit MarginOperating Profit Margin
MMM3M CompanyIndustrialsIndustrial ConglomeratesIndustrial Conglomerates1.095.8109,861-0.169104400.349154600.217207100.032306450.163253470.23726537
AOSA. O. Smith CorporationIndustrialsBuilding ProductsBuilding Products1.556.16,144-0.293761400.307818300.250778300.018588180.139339380.17287242
ABTAbbott LaboratoriesHealth CareHealth Care Equipment & SuppliesHealth Care Equipment1.103.3127,0360.290372000.52004830-0.123157900.014299330.075838840.12571130
ABBVAbbVie, Inc.Health CareBiotechnologyBiotechnology0.962.5138,674-0.009802040.601288700.098778490.057768930.172717000.37059201
ABMDABIOMED, Inc.Health CareHealth Care Equipment & SuppliesHealth Care Equipment0.3168.414,6400.734379200.663205600.248117000.000000000.336632740.29098998
ACNAccenture Plc Class AInformation TechnologyIT ServicesIT Consulting & Other Services1.047.889,887-0.062113820.333415000.143307100.014882010.097585880.14263599
ATVIActivision Blizzard, Inc.Communication ServicesEntertainmentInteractive Home Entertainment0.904.835,535-0.260738800.76410270-0.059619780.007838980.241959160.26424663
ADBEAdobe Inc.Information TechnologySoftwareApplication Software1.109.2110,4350.291029500.702185700.095912220.000000000.288461180.31083507
AAPAdvance Auto Parts, Inc.Consumer DiscretionarySpecialty RetailAutomotive Retail0.903.311,4780.58220620-0.409276900.125359700.001513430.044240340.06927313
AMDAdvanced Micro Devices, Inc.Information TechnologySemiconductors & Semiconductor EquipmentSemiconductors3.063.118,4490.79571970-0.093474452.951220000.000000000.052046330.07042471
AESAES CorporationUtilitiesIndependent Power and Renewable Electricity ProducersIndependent Power Producers & Energy Traders1.030.89,5770.38991020-0.026934860.263376500.031206090.091696150.22249116
AMGAffiliated Managers Group, Inc.FinancialsCapital MarketsAsset Management & Custody Banks1.63#N/A5,132-0.521472500.41927610-0.090510730.013814620.102125520.29065526
AFLAflac IncorporatedFinancialsInsuranceLife & Health Insurance0.72#N/A34,4110.062093380.289967100.191148200.018632450.131608600.19317618
AAgilent Technologies, Inc.Health CareLife Sciences Tools & ServicesLife Sciences Tools & Services1.434.421,4880.016731500.483205800.101485500.008736920.064306060.18945869
APDAir Products and Chemicals, Inc.MaterialsChemicalsIndustrial Gases0.854.735,1520.002479670.170467000.224993100.019897870.162997470.21448568
AKAMAkamai Technologies, Inc.Information TechnologyIT ServicesInternet Services & Infrastructure0.633.59,948-0.06088561-0.024595080.266958000.000000000.109919270.15093016
ALKAlaska Air Group, Inc.IndustrialsAirlinesAirlines0.881.97,500-0.15554940-0.159024400.119675400.020859280.052879960.08857696
ALBAlbemarle CorporationMaterialsChemicalsSpecialty Chemicals1.632.68,185-0.388858300.502047200.562134000.019344620.205502900.21461414
AREAlexandria Real Estate Equities, Inc.Real EstateEquity Real Estate Investment Trusts (REITs)Office REITs0.75#N/A12,793-0.090106600.209441900.269124900.025600550.279046490.26727861
ALXNAlexion Pharmaceuticals, Inc.Health CareBiotechnologyBiotechnology1.653.821,721-0.18588510-0.02255827-0.358584500.000000000.018775710.39237842
ALGNAlign Technology, Inc.Health CareHealth Care Equipment & SuppliesHealth Care Supplies1.9714.916,751-0.057428361.311349000.459832900.000000000.203527400.23725700
ALLEAllegion PLCIndustrialsBuilding ProductsBuilding Products1.184.37,5770.011791350.25314490-0.022040720.008692500.159204890.19767910
AGNAllergan plcHealth CarePharmaceuticalsPharmaceuticals1.641.044,455-0.16871750-0.21087430-0.327968000.01760627-0.322814400.02107377
ADSAlliance Data Systems CorporationInformation TechnologyIT ServicesData Processing & Outsourced Services1.631.48,175-0.401777000.11935350-0.171678200.016042780.123613820.24174710
LNTAlliant Energy CorpUtilitiesElectric UtilitiesElectric Utilities0.301.19,9730.023605230.160468700.254352900.027683050.147771960.19646343
ALLAllstate CorporationFinancialsInsuranceProperty & Casualty Insurance0.81#N/A27,433-0.195212400.436208100.217076200.018477530.057560580.06292813
GOOGLAlphabet Inc. Class ACommunication ServicesInteractive Media & ServicesInteractive Media & Services0.9610.3312,413-0.008012240.329295300.018560170.000000000.224419160.23022386
GOOGAlphabet Inc. Class CCommunication ServicesInteractive Media & ServicesInteractive Media & Services0.9510.2362,065-0.010311600.355756500.017051460.000000000.224419160.23022386
MOAltria Group IncConsumer StaplesTobaccoTobacco0.423.392,806-0.270865900.094461440.204619100.064646470.354358790.69628573
AMZNAmazon.com, Inc.Consumer DiscretionaryInternet & Direct Marketing RetailInternet & Direct Marketing Retail1.585.6737,4670.284316800.559563600.109455700.000000000.043252740.05460588
AMCRAmcor PLCMaterialsContainers & PackagingPaper Packaging#N/A#N/A#N/A#N/A#N/A#N/A0.055991030.077689910.10816495
AEEAmeren CorporationUtilitiesMulti-UtilitiesMulti-Utilities0.290.915,9350.139755100.159581500.256634800.024717700.129550150.21570498
AALAmerican Airlines Group, Inc.IndustrialsAirlinesAirlines1.690.914,789-0.376805200.123968000.114927700.011841330.031701130.07743427
AEPAmerican Electric Power Company, Inc.UtilitiesElectric UtilitiesElectric Utilities0.150.936,8550.053918120.209286900.119143000.029141270.118994010.16778416
AXPAmerican Express CompanyFinancialsConsumer FinanceConsumer Finance1.06#N/A80,736-0.026321650.362047900.085709680.011878710.158664510.20337338
AIGAmerican International Group, Inc.FinancialsInsuranceMulti-line Insurance1.20#N/A34,153-0.32088150-0.068609420.077695010.022747470.000762580.04382732
AMTAmerican Tower CorporationReal EstateEquity Real Estate Investment Trusts (REITs)Specialized REITs0.50#N/A69,6810.133232100.376875600.112144700.016508760.166180560.21345143
AWKAmerican Water Works Company, Inc.UtilitiesWater UtilitiesWater Utilities0.190.816,3930.013094900.290191100.235910900.015990740.164825580.32529070
AMPAmeriprise Financial, Inc.FinancialsCapital MarketsAsset Management & Custody Banks1.78#N/A14,545-0.368337500.563668500.077241780.024282120.166587260.20184215
ABCAmerisourceBergen CorporationHealth CareHealth Care Providers & ServicesHealth Care Distributors0.945.015,768-0.175737700.19516800-0.233304100.017584860.009875010.00983062
AMEAMETEK, Inc.IndustrialsElectrical EquipmentElectrical Components & Equipment1.244.015,714-0.058925920.49977770-0.086270990.006153850.160535190.22194973
AMGNAmgen Inc.Health CareBiotechnologyBiotechnology1.162.3122,6420.151713000.22248660-0.075482010.031669810.353163920.43444968
APHAmphenol Corporation Class AInformation TechnologyElectronic Equipment Instruments & ComponentsElectronic Components1.034.524,414-0.068216920.318053000.298839300.009288240.146915390.20670568
APCAnadarko Petroleum CorporationEnergyOil Gas & Consumable FuelsOil & Gas Exploration & Production1.661.122,108-0.16823860-0.227624600.440565200.015729720.046337360.25439670
ADIAnalog Devices, Inc.Information TechnologySemiconductors & Semiconductor EquipmentSemiconductors1.423.131,771-0.016472520.252947900.349426200.017555940.240209150.31340980
ANSSANSYS, Inc.Information TechnologySoftware
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