|
| 1 | +GOAL: In a new sheet with 4 headers "Year", "CA changes", "FA changes", and "OA changes", calculate the annual changes for the Current Assets, Fixed Assets, and Other Assets columns |
| 2 | + |
| 3 | +PLAN: |
| 4 | +1. Create a new sheet for calculating and displaying annual changes in asset categories |
| 5 | +2. Create a header row for organizing annual asset changes |
| 6 | +3. Begin entering annual data by specifying the first year in the "Year" column |
| 7 | +4. Calculate the annual percentage change for Current Assets using data from Sheet1 |
| 8 | +5. Confirm and apply the formula entered in cell B2 for calculating annual changes in Current Assets |
| 9 | +6. Copy the formula in B2 down the column so that annual changes for "CA changes" are calculated for each year |
| 10 | +7. Calculate the annual change for Fixed Assets as a percentage using data from Sheet1 |
| 11 | +8. Confirm or complete the entry of a formula or value in the spreadsheet |
| 12 | +9. Apply the formula in C2 to the rest of the rows in the "CA changes" column for consistent annual change calculations |
| 13 | +10. Calculate the annual percentage change for the "OA changes" column using data from Sheet1 |
| 14 | +11. Compute the annual percentage change for Other Assets in the new sheet |
| 15 | +12. Copy the formula in D2 down the "OA changes" column for all relevant rows |
| 16 | +13. Select the range of calculated annual changes and their corresponding years for further formatting or analysis |
| 17 | + |
| 18 | +REFERENCE TRAJECTORY (for disambiguation -- adapt actions to your actual screen): |
| 19 | + |
| 20 | +Step 1: |
| 21 | + Think: I need to create a new sheet for calculating and displaying annual changes in asset categories. |
| 22 | + Action: Right-click on the "Sheet1" tab at the bottom and select "Insert Sheet" or "New Sheet". |
| 23 | + Expect: A new, blank sheet named "Sheet2" should be added to the workbook and displayed. |
| 24 | + |
| 25 | +Step 2: |
| 26 | + Think: I need to create a header row for organizing annual asset changes. |
| 27 | + Action: Click cell A1 and type "Year" |
| 28 | + Expect: The text "Year" should appear in cell A1. |
| 29 | + |
| 30 | +Step 3: |
| 31 | + Think: I need to add the next header, "CA changes," as part of setting up the required columns for annual asset changes. |
| 32 | + Action: Press Tab and type "CA changes" |
| 33 | + Expect: The header "CA changes" should be entered in cell B1, and the sheet should display two headers: "Year" and "CA changes." |
| 34 | + |
| 35 | +Step 4: |
| 36 | + Think: I need to continue setting up the required headers for calculating annual changes in asset categories. |
| 37 | + Action: Press Tab and type "FA changes". |
| 38 | + Expect: The header "FA changes" should be added to cell C1. |
| 39 | + |
| 40 | +Step 5: |
| 41 | + Think: I need to complete the set of required headers by adding "OA changes" as the fourth column. |
| 42 | + Action: Press Tab and type "OA changes". |
| 43 | + Expect: The "OA changes" header should be added in cell D1, completing the four required headers in the first row. |
| 44 | + |
| 45 | +Step 6: |
| 46 | + Think: I need to begin entering annual data by specifying the first year in the "Year" column. |
| 47 | + Action: Click cell A2 and type "2015". |
| 48 | + Expect: The value "2015" appears in cell A2 under the "Year" header. |
| 49 | + |
| 50 | +Step 7: |
| 51 | + Think: I need to begin entering the years for which asset changes will be calculated. |
| 52 | + Action: Press Enter and type "2016" in cell A2. |
| 53 | + Expect: The value "2016" appears in cell A2, starting the list of years under the "Year" header. |
| 54 | + |
| 55 | +Step 8: |
| 56 | + Think: I need to begin listing the years for which annual changes will be calculated. |
| 57 | + Action: Press Enter and type "2017". |
| 58 | + Expect: "2017" should be entered into cell A3, directly below "2016" in the "Year" column. |
| 59 | + |
| 60 | +Step 9: |
| 61 | + Think: I need to continue populating the "Year" column with the next chronological year for annual change calculations. |
| 62 | + Action: Press Enter and type "2018". |
| 63 | + Expect: The value "2018" appears in the next row of the "Year" column. |
| 64 | + |
| 65 | +Step 10: |
| 66 | + Think: I need to add the next year in the sequence to the "Year" column in preparation for calculating annual changes. |
| 67 | + Action: Press Enter and type "2019". |
| 68 | + Expect: The value "2019" appears in the next row under the "Year" column. |
| 69 | + |
| 70 | +Step 11: |
| 71 | + Think: I need to calculate the annual percentage change for Current Assets using data from Sheet1. |
| 72 | + Action: Click cell B2 and type "=(Sheet1.B3-Sheet1.B2)/Sheet1.B2". |
| 73 | + Expect: Cell B2 should contain a formula to compute the percentage change in Current Assets between two years from Sheet1. |
| 74 | + |
| 75 | +Step 12: |
| 76 | + Think: I need to confirm and apply the formula entered in cell B2 for calculating annual changes in Current Assets. |
| 77 | + Action: Press Enter |
| 78 | + Expect: The formula in cell B2 should be executed, displaying the calculated percentage change for "CA changes" in 2016. |
| 79 | + |
| 80 | +Step 13: |
| 81 | + Think: I need to copy the formula in B2 down the column so that annual changes for "CA changes" are calculated for each year. |
| 82 | + Action: Click cell B2, then drag the fill handle down to B6. |
| 83 | + Expect: The formula from B2 is filled down to B6, calculating "CA changes" for all listed years. |
| 84 | + |
| 85 | +Step 14: |
| 86 | + Think: I need to calculate the annual change for Fixed Assets as a percentage using data from Sheet1. |
| 87 | + Action: Click cell C2 and type "=(Sheet1.C3-Sheet1.C2)/Sheet1.C2" |
| 88 | + Expect: Cell C2 should contain the formula to compute the percentage change in Fixed Assets between two years from Sheet1. |
| 89 | + |
| 90 | +Step 15: |
| 91 | + Think: I need to confirm or complete the entry of a formula or value in the spreadsheet. |
| 92 | + Action: Press Enter. |
| 93 | + Expect: The cell selection moves from the current cell (D2) to the next cell below (D3), confirming the entry in D2. |
| 94 | + |
| 95 | +Step 16: |
| 96 | + Think: I need to apply the formula in C2 to the rest of the rows in the "CA changes" column for consistent annual change calculations. |
| 97 | + Action: Click cell C2, then drag the fill handle down to C6. |
| 98 | + Expect: The formula from C2 is copied down to C6, populating the "CA changes" column with calculated values for each year. |
| 99 | + |
| 100 | +Step 17: |
| 101 | + Think: I need to calculate the annual percentage change for the "OA changes" column using data from Sheet1. |
| 102 | + Action: Click cell D2 and type "=(Sheet1.D3-Sheet1.D2)/Sheet1.D2" |
| 103 | + Expect: Cell D2 should be populated with the formula to compute the percentage change for "OA changes" between two years. |
| 104 | + |
| 105 | +Step 18: |
| 106 | + Think: I need to compute the annual percentage change for Other Assets in the new sheet. |
| 107 | + Action: Press Enter |
| 108 | + Expect: The formula should be executed in cell D3, displaying the calculated percentage change for Other Assets. |
| 109 | + |
| 110 | +Step 19: |
| 111 | + Think: I need to copy the formula in D2 down the "OA changes" column for all relevant rows. |
| 112 | + Action: Click cell D2, then drag the fill handle down to D6. |
| 113 | + Expect: The formula from D2 is filled down through D6, calculating values for each row in the "OA changes" column. |
| 114 | + |
| 115 | +Step 20: |
| 116 | + Think: I need to select the range of calculated annual changes and their corresponding years for further formatting or analysis. |
| 117 | + Action: Click and drag to select cells B2:D6. |
| 118 | + Expect: Cells B2:D6 should be highlighted, indicating they should be selected for the next operation. |
| 119 | + |
| 120 | +Step 21: |
| 121 | + Think: I need to format the annual change values as percentages for better readability. |
| 122 | + Action: Click the % button in the toolbar (or press Ctrl+Shift+5). |
| 123 | + Expect: The values in columns B, C, and D should now be displayed as percentages. |
| 124 | + |
| 125 | +If your screen doesn't match what's expected, re-evaluate based on the PLAN and decide the best next action. |
0 commit comments