Learning Goal: I’m working on a data analytics project and need support to help me learn.
Financial Data Analysis Report
Examine the attached excel document of a summary of 2017 and 2018 bank statement and create a data analysis report demonstrating how this person spend their money in 2017 and 2018; and prove that they had the money to pay a $60,000 invoice but did not.
1. Attached is the excel file with all the transactions the person made is 2017 and 2018. Some may be missing account description and that’s fine. The data we are working with is not complete but we can still use what we have to complete the assignment.
2. we need a complete analysis report on how this person spent their money in 2017 and 2018. report must be filled with chart, graphs, etc to visually demonstrate all the stats. Use pivotable/ charts so as the data is updated we can update the report.
3. once the report is complete, we have to now prove that this person has the money to pay for a $60,000 invoice but choose not to. Again use visuals and some text. All visuals must be pivot charts/ tables so we can always update the data easily.
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