Step $1$: Read the background information. In this project, you will find the best

investment portfolio using Excel Solver considering the budget and other

constraints that are given to you by management.

As you read the assignment, try to figure out what is the objective, what are

the changing cells and constraints.

Please note that the starter Excel spreadsheet with some data inserted is provided

on blackboard.

Step$\%2$:$!$Complete!assignment!$1$A$$Base$!$case.!Start!by$!$filling!out!the!

spreadsheet!provided!to$!$you!with!formulas!and!then!run!Excel!Solver!to$!$find!

the!best!investment!mix!given!the!constraints.!!

$!$

Step$\%3$:$!!$Complete!assignment!$1$B$$Extension$!$Case.!This!case!builds!up$!$on$!$the!

base!case!$(1$A$).!$Please!copy!and!paste!your!spreadsheet!for!the!base!case!on$!$a$!$

different!tab!and!then!you!can!add$/$remove$!$changes!in$!$the!spreadsheet!and!

excel!solver!introduced!in$!$the!extension!case.!

$!$

Step$\%4$:$!$Complete!assignment!$2$A$$In$!$a$!$separate!tab,!prepare!the!summary!

table!that!is$!$discussed!in$!$the!assignment,!summarizing!the!key!results!for!the!

base!and!extension!case.!

$!$

Step$\%5$:$!$Complete!assignment!$2$B$$Write$!$a$!$paragraph!explaining!your!

analysis,!and!whether!you!prefer!to$!$invest!in$!$the!base!case!or$!$in$!$the!extension!

case,!and!why.!You!can!choose!either!one,!as$!$long!as$!$you!explain!why!using!

the!parameters!in$!$your!analysis.!

$!$

Skip$\%$assignment$\%3\%$

Final output should include:

$1.$ One tab $($sheet$)$ for the base case $(1$A$)$

$2.$ One tab $($sheet$)$ for the extension case $(2$A$)$

$3.$ One tab $($sheet$)$ for the summary table and your brief to management

$(2$A&$2$B$).$

Step $6$: Submit the group project and group member evaluations via Blackboard

You will submit one Access database per group. Only one of the group members

should upload the final access database on behalf of the group via Blackboard.

All the group members need to upload their group member evaluation forms

individually via Blackboard