Question: what layout do i need for these tabs for Costco? I am just looking for the layout of how I should structure the information! see


see the Module 1: Week 1 presentation, "Downloading Financial Statements from the SEC EDGAR Database.") - Create an Excel workbook, including data for your chosen company as follows: - The 13t tab (worksheet) in your Financial Statement Analysis Template must be labeled Company Information. The following information must be included: - Company Name and ticker symbol - Industry - Products or services offered - Major competitors - An example of this tab is provided in Exhibit A. - The 2adtab in your Financial Statement Analysis Template must be labeled Historical Income Statements. - Include the latest three vears based on SEC filings. - Ensure that the worksheet includes a header with: - Company Name - Financial Statement Name (Income Statements) - Financial Statement Dates - Denomination level ( S s in millions or thousands, etc.) Historical Balance Sheets. - Include the latest three wars based on SEC (10-K) filings. (Note: Some 10Ks only provided 2 years of balance sheet data. You may need to download the second most recent 10-K for yow company or order to obtain 3 years of balance sheet data) - Ensure that the workaheet inclodes a header with: - Company Name - Financial Statement Name - Financial Statement Dates - Denomination level ( $S in millions or thousands, etc.) A partial balance sheet example is provided in Exhibit B. The 4th tab in your Financial Statement Analysis Template must be labeled Historical Statement of Cash Flows. - Include the latest three vears based on SEC (10K) filings. - Make sure that the Income Statement, Balance Sheet, and Cash Flows Statement tie in as follows: - Net Income from Income Statement agrees with Net Income on the Statement of Cash Flows. - Ending Cash Balance from Statement of Cash Flows agrees with Cash in the Balance Sheet. - Ensure that the worksheet includes a header with: - Company Name - Financial Statement Name - Financial Statement Dates - Denomination level ( $s in millions or thousands, etc.) O. Other instructions: - The Excel workbook should be professionally formatted. Professional formatting includes: - All numbers are formatted similarly. The use of decimals, commas for thousands, and other formatting is consistent. - Dollar signs are included in the first and last numbers of each column. - Subtotals and totals are preceded by a single underline. Totals are followed by a double underline. - All extraneous information is removed from the spreadsheet. Sometimes, files downloaded from the SEC website contains extra characters or other things that need to be deleted. - Line descriptions are indented/bolded in a manner that makes the spreadsheet easy to read. - All totals and subtotals should be calculated using formulas. For an example of which cells may need formulas, please see Exhibit B. EXHIBIT A: EXAMPLE COMPANY INFORMATION TAB EXHIBIT B: EXAMPLE HISTORICAL BALANCE SHEETS TAB IMPORTANT NOTE: ONLY PARTLL BALANCE SHEET SHOWN: YOUR BALANCE SHEET SHOULD INCLUDE LLABIITIES AND STOCKHOLDERS'EQUITY AS HELL.)
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