Wallis Ltd. Financial Analysis: Sales, Expenses, and Investment Needs

The report provides a financial analysis of Wallis Ltd., a UK-based retail company specializing in women's clothing. The analysis focuses on sales, expenses, and the investment needed by the company to expand its business. The report includes calculations for 10 months of sales and expenses, and a detailed explanation of how spreadsheets were used to calculate sales, expenses, and investment needs. The report also highlights the use of auto-sum, auto-format, and percentages to calculate sales and expenses, as well as the selection of charts to display the data effectively. The report references several books and journals to support the analysis, including works on spreadsheet applications in engineering education and retail industry growth. The report concludes with a discussion of the company's history and its current position within the Arcadia Group.

Data handling and using ICT

Table of Contents
INTRODUCTION................................................................................................................................3
b. Details of sales and expenses for 10 months of Wallis Ltd.........................................................3
Task 2....................................................................................................................................................5
REFERENCES.....................................................................................................................................6

INTRODUCTION
Wallis is private company located in London, United kingdom. The company is mainly in
the business of Women's clothing fashion, accessories and shoes. The company is subsidiary of The
Arcadia Group (Pantano, and et.al., 2017). The company has 134 stores and 126 concessions across
UK ans Ireland. The company was founded in year 1923 and initially it was started by Raphael Nat
Wallis. In year 1969 the company gone into partnership with Zandra Rhodes and then in year 1999
the company was transferred to The Arcadia Group. The company wants to further expand its
business by borrowing loans from the banks for funding the company.
b. Details of sales and expenses for 10 months of Wallis Ltd.
Calculation of sales of 10 months of Wallis Ltd.
Calculation of income from different sources for 10 months of Wallis Ltd

Calculation of different expenses for 10 months of Wallis Ltd.

Calculation of investment needed by Wallis from bank
Task 2
The approach used in the preparation of spreadsheet in order to show the hypothetical
calculation of Wallis Ltd. The spreadsheet help in easy and fast calculation of sales, expenses and
investment needed by the company to borrow loan from the bank (Hu, and et.al., 2015).
The particular types of chart is chosen in order to know the detailed calculation of incomes,
expenses and investment needed by Wallis Ltd to know the net investment needed by the company
for expanding its business.
The various functions used in the above charts is Auto-sum, Autoformat and percentage in
order to calculate the sales and expenses for 10 months and percentage was used in order to know
the profit percentage on the basis of sales occurred in the company. The charts were selected
because they give the detail information about the workings of Wallis Ltd (Niazkar, 2015).

REFERENCES
Books and Journals
Hu, W., and et.al., 2015. Evaluation of parameter uncertainties in nonlinear regression using
Microsoft Excel Spreadsheet. Environmental Systems Research. 4(1). p.4.
Niazkar, M. and Afzali, S. H., 2015. November. Application of Excel spreadsheet in engineering
education. In Proc. of the First International & Fourth National Conference on Engineering
Education (pp. 10-12).
Pantano, E., and et.al., 2017. Does innovation-orientation lead to retail industry growth? Empirical
evidence from patent analysis. Journal of Retailing and Consumer Services. 34. pp.88-94.