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Excel on Rocky Top - Stock Portfolios

Here is a comprehensive walkthrough guide for the Excel on Rocky Top case “Stock Portfolios” provided by two of our faculty fellows, Eric Kelley and Diarmuid Early, and Excel Wizard. The case is available in your ExPrep account in folder Excel on Rocky Top. Try it yourself, and if you get stuck, look for the solution in the videos.

TASK
You oversee client reporting for Smokey Financial, a small advisory firm whose clients own portfolios consisting of stocks from an “investible securities” list. Your main objective is to use the data provided in the “Case Data” tab to create reports of how each client’s portfolio performed over the 2023 calendar year.

WALKTHROUGH VIDEO PROVIDED BY ERIC KELLEY

FUNCTIONS USED

average, xlookup
sumproduct
textsplit, textbefore, textafter
dynamic arrays
named ranges
data tables

Video is divided in parts so you can easily skip to the part that you are stuck on to find out best solution.

WALKTHROUGH VIDEO PROVIDED BY DIARMUID EARLY

FUNCTIONS USED

average, sum, countif, counta, large
xlookup
textsplit
dynamic arrays, named arrays
converting numbers to text
evaluate formula toolbar
let
take, sort, rows, filter, hstack

Video is divided in parts so you can easily skip to the part that you are stuck on to find out best solution.

WALKTHROUGH VIDEO PROVIDED BY EXCEL WIZARD

LIVE BATTLE WITH 8 PARTICIPANTS

This case was played during Excel On Rocky Top individual finals.

Finalists were:

Michael Canonica
Dillon Waldbauer
Anja Raeth
Nicolas Stevens
Blake Wyman
Michael McConaghy
Cole Delorme
Aidan Landis

Excel on Rocky Top - Stock Portfolios

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