Financial Data Analysis

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 (under data tab). Focus on the “YYYYMM” column and “Account Description” column because we want the report to be as grouped as possible.

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