Data and Information: Calculations, Analysis, and Break-Even Analysis

This homework assignment covers various aspects of data and information management, including formula calculations, percentage conversions, and break-even analysis. Task 1 involves applying mathematical formulas to solve numerical problems. Task 2 focuses on percentage calculations and fraction conversions. Task 3 delves into financial calculations, such as compound interest, loan payments, and annuity valuations. Task 4 explores break-even analysis, determining the point at which costs equal revenue. Finally, Task 5 uses the COUNTIF and IF, AND functions in data analysis to analyze employee leave and training data. The assignment concludes with a list of references, including books, journals, and online resources used in the analysis.

USING AND MANAGING
DATA AND INFORMATION

TABLE OF CONTENTS
TABLE OF CONTENTS................................................................................................................2
TASK 1............................................................................................................................................1
TASK 2............................................................................................................................................1
TASK 3............................................................................................................................................2
TASK 4............................................................................................................................................4
TASK 5............................................................................................................................................5
REFERENCES................................................................................................................................6

TASK 1
a
21.2 -16.8 x 0.67
Formula = (21.2-16.8)*0.67
2.948
b
5.48 + 3.8 x 1.9 /√27
Formula = (5.48 + 3.8)*( 1.9/SQRT(27))
3.393
c
(369 – 173 / 4) ÷ 68 / √83
Formula = ((369-173)/4)/(68/SQRT(83))
6.565
d
(2864 – (143 x 36)/32 ) ÷ √2568 − 121/4 x √630 − 5(89)
Formula = (2864-(143*36)/(3^2))/SQRT(2568-(121/4))*(SQRT(630-
(5*89))
618.84
e
(34.78 – (5.63)^2 ) ÷ ( √365) / 5^2
Formula = (34.78-(5.63^2))/(SQRT(365)/5^2)
4.034
TASK 2
a
46.70%
Fraction 0.467
Formula 46.7/100
b
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0.01896
Percentage 1.90%
Formula 0.01896*100
c
0.7777
x= 0.7777
10x = 7.7777
x(10-1) = 7
x = 7/9
Fraction 7/9
d
51/63
Formula (51/63)*100
80.95238095
e
Year
2018 166
2019 189
Change (189-166)/166
13.86%
TASK 3
a
Principal 20000
Interest rate 5%
Maturity 5 years
Formula P(1+i)^n
20000*((1+0.05)^5)
Amount earned 25525.63125
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b
Loan amount 300000
Annuity Payment P=[( r * PV/1-(1+r)^n]
[(300000 * 0.035) / 1 - (1.035)^5]
66445
OR
Annuity Factor (1+i)^n
4.515
Annual premiums A / (1+I)^n
300000/4.5150
Annual premiums 66445.18272
c
Monthly Installment
P 800
r 2.25 / 12 = 0.280333
n 5*12 = 60
Future value of
annuity P[(1+r)^n-1/r]
FV 800*[(1+0.0020833)^60 - 1/0.0028333]
Monthly Installment 51067.31
d
Monthly Repayments
Loan (P) 45000
Interest 6 /12 =0.5%
PV of annuity P=[( r * PV/1-(1+r)^n]
[(45000 * 0.005) / 1 - (1.005)^60]
Monthly Repayments 869.98
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e
Future Value 50000
Interest rate 4%
FV FV/(1+r)^n
50000/(1.04)^6
42740.21
TASK 4
Break Even
Break Even
Fixed Cost
Selling price -
Variable Cost
Fixed Cost 5200
Variable cost 1.25
Selling price 4.5
Break even (units) 5200 / (4.5 -1.25)
1600
Sales units
Sales revenues
@ 4.5 Cost
Contribution
margin
Break Even
(amount)
0 0 0
200 900 250 27.78% 18720
400 1800 500 27.78% 18720
600 2700 750 27.78% 18720
800 3600 1000 27.78% 18720
1000 4500 1250 27.78% 18720
1200 5400 1500 27.78% 18720
1400 6300 1750 27.78% 18720
1600 7200 2000 27.78% 18720
1800 8100 2250 27.78% 18720
2000 9000 2500 27.78% 18720
TASK 5
A B C
4

Employee
Holidays taken
(days)
Training completed
(days)
Leave >10 days
& Training <3
days
1 6 4 No
2 10 2 No
3 12 1 Yes
4 7 1 No
5 8 3 No
6 11 2 Yes
7 9 4 No
8 6 3 No
9 8 1 No
10 11 2 Yes
11 13 1 Yes
12 8 4 No
13 12 3 No
14 6 1 No
15 13 2 Yes
16 8 2 No
17 10 3 No
18 11 4 No
19 8 2 No
20 9 2 No
21 7 4 No
22 12 1 Yes
23 11 2 Yes
24 6 1 No
25 14 3 No
Employees with leave > 10 10
Employees completed < 2
training days 7
a) For deriving the number of employees who have taken more than 10 leaves are calculated using
“COUNTIF” that gives 10 employees with leave more than 10.
b) In this case to derive the number of employees taken training of less than 2 days are calculated using
“COUNTIF” that shows 7 of the employees have taken less that 2 days of training.
c) For identifying whether the employees have taken leave of more than 10 days and training of less
than 3 days “ IF ,AND” function has been used.
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REFERENCES
Books and Journals
Ryser, H.J., 2018. Combinatorial mathematics (Vol. 14). American Mathematical Soc..
Marsden, S.A.J., and et.al., 2019. Interdisciplinary Applied Mathematics.
Frees, E.W., Carriere, J. and Valdez, E., 2016. Annuity valuation with dependent
mortality. Journal of Risk and Insurance. pp.229-261.
Midlam, M., Asset Marketing Systems Insurance Services LLC, 2017. Indexed annuity system
and method. U.S. Patent Application 10/981,214.
Atkinson, L., and et.al., GENWORTH FINANCIAL Inc, 2018. System and method for cross
funding of multiple annuity contracts. U.S. Patent Application 10/294,820.
Ekren, O., Ekren, B.Y. and Ozerdem, B., 2019. Break-even analysis and size optimization of a
PV/wind hybrid energy conversion system with battery storage–A case study. Applied
Energy. 86(7-8). pp.1043-1054.
Online
Annuities. 2019. [Online]. Available through :
< https://worldscientific.com/doi/pdf/10.1142/9789813224681_0002>.
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