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Goal Based Investment

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0% found this document useful (0 votes)
4 views10 pages

Goal Based Investment

Uploaded by

MADHAVAN
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Use the Iris data set to experiment with Python in Excel data a

Iris data set


sepal_length sepal_width petal_length petal_width species
5.1 3.5 1.4 0.2 setosa
4.9 3 1.4 0.2 setosa
4.7 3.2 1.3 0.2 setosa
4.6 3.1 1.5 0.2 setosa
5 3.6 1.4 0.2 setosa
5.4 3.9 1.7 0.4 setosa
4.6 3.4 1.4 0.3 setosa
5 3.4 1.5 0.2 setosa
4.4 2.9 1.4 0.2 setosa
4.9 3.1 1.5 0.1 setosa
5.4 3.7 1.5 0.2 setosa
4.8 3.4 1.6 0.2 setosa
4.8 3 1.4 0.1 setosa
4.3 3 1.1 0.1 setosa
5.8 4 1.2 0.2 setosa
5.7 4.4 1.5 0.4 setosa
5.4 3.9 1.3 0.4 setosa
5.1 3.5 1.4 0.3 setosa
5.7 3.8 1.7 0.3 setosa
5.1 3.8 1.5 0.3 setosa
5.4 3.4 1.7 0.2 setosa
5.1 3.7 1.5 0.4 setosa
4.6 3.6 1 0.2 setosa
5.1 3.3 1.7 0.5 setosa
4.8 3.4 1.9 0.2 setosa
5 3 1.6 0.2 setosa
5 3.4 1.6 0.4 setosa
5.2 3.5 1.5 0.2 setosa
5.2 3.4 1.4 0.2 setosa
4.7 3.2 1.6 0.2 setosa
4.8 3.1 1.6 0.2 setosa
5.4 3.4 1.5 0.4 setosa
5.2 4.1 1.5 0.1 setosa
5.5 4.2 1.4 0.2 setosa
4.9 3.1 1.5 0.1 setosa
5 3.2 1.2 0.2 setosa
5.5 3.5 1.3 0.2 setosa
4.9 3.1 1.5 0.1 setosa
4.4 3 1.3 0.2 setosa
5.1 3.4 1.5 0.2 setosa
5 3.5 1.3 0.3 setosa
4.5 2.3 1.3 0.3 setosa
4.4 3.2 1.3 0.2 setosa
5 3.5 1.6 0.6 setosa
5.1 3.8 1.9 0.4 setosa
4.8 3 1.4 0.3 setosa
5.1 3.8 1.6 0.2 setosa
4.6 3.2 1.4 0.2 setosa
5.3 3.7 1.5 0.2 setosa
5 3.3 1.4 0.2 setosa
7 3.2 4.7 1.4 versicolor
6.4 3.2 4.5 1.5 versicolor
6.9 3.1 4.9 1.5 versicolor
5.5 2.3 4 1.3 versicolor
6.5 2.8 4.6 1.5 versicolor
5.7 2.8 4.5 1.3 versicolor
6.3 3.3 4.7 1.6 versicolor
4.9 2.4 3.3 1 versicolor
6.6 2.9 4.6 1.3 versicolor
5.2 2.7 3.9 1.4 versicolor
5 2 3.5 1 versicolor
5.9 3 4.2 1.5 versicolor
6 2.2 4 1 versicolor
6.1 2.9 4.7 1.4 versicolor
5.6 2.9 3.6 1.3 versicolor
6.7 3.1 4.4 1.4 versicolor
5.6 3 4.5 1.5 versicolor
5.8 2.7 4.1 1 versicolor
6.2 2.2 4.5 1.5 versicolor
5.6 2.5 3.9 1.1 versicolor
5.9 3.2 4.8 1.8 versicolor
6.1 2.8 4 1.3 versicolor
6.3 2.5 4.9 1.5 versicolor
6.1 2.8 4.7 1.2 versicolor
6.4 2.9 4.3 1.3 versicolor
6.6 3 4.4 1.4 versicolor
6.8 2.8 4.8 1.4 versicolor
6.7 3 5 1.7 versicolor
6 2.9 4.5 1.5 versicolor
5.7 2.6 3.5 1 versicolor
5.5 2.4 3.8 1.1 versicolor
5.5 2.4 3.7 1 versicolor
5.8 2.7 3.9 1.2 versicolor
6 2.7 5.1 1.6 versicolor
5.4 3 4.5 1.5 versicolor
6 3.4 4.5 1.6 versicolor
6.7 3.1 4.7 1.5 versicolor
6.3 2.3 4.4 1.3 versicolor
5.6 3 4.1 1.3 versicolor
5.5 2.5 4 1.3 versicolor
5.5 2.6 4.4 1.2 versicolor
6.1 3 4.6 1.4 versicolor
5.8 2.6 4 1.2 versicolor
5 2.3 3.3 1 versicolor
5.6 2.7 4.2 1.3 versicolor
5.7 3 4.2 1.2 versicolor
5.7 2.9 4.2 1.3 versicolor
6.2 2.9 4.3 1.3 versicolor
5.1 2.5 3 1.1 versicolor
5.7 2.8 4.1 1.3 versicolor
6.3 3.3 6 2.5 virginica
5.8 2.7 5.1 1.9 virginica
7.1 3 5.9 2.1 virginica
6.3 2.9 5.6 1.8 virginica
6.5 3 5.8 2.2 virginica
7.6 3 6.6 2.1 virginica
4.9 2.5 4.5 1.7 virginica
7.3 2.9 6.3 1.8 virginica
6.7 2.5 5.8 1.8 virginica
7.2 3.6 6.1 2.5 virginica
6.5 3.2 5.1 2 virginica
6.4 2.7 5.3 1.9 virginica
6.8 3 5.5 2.1 virginica
5.7 2.5 5 2 virginica
5.8 2.8 5.1 2.4 virginica
6.4 3.2 5.3 2.3 virginica
6.5 3 5.5 1.8 virginica
7.7 3.8 6.7 2.2 virginica
7.7 2.6 6.9 2.3 virginica
6 2.2 5 1.5 virginica
6.9 3.2 5.7 2.3 virginica
5.6 2.8 4.9 2 virginica
7.7 2.8 6.7 2 virginica
6.3 2.7 4.9 1.8 virginica
6.7 3.3 5.7 2.1 virginica
7.2 3.2 6 1.8 virginica
6.2 2.8 4.8 1.8 virginica
6.1 3 4.9 1.8 virginica
6.4 2.8 5.6 2.1 virginica
7.2 3 5.8 1.6 virginica
7.4 2.8 6.1 1.9 virginica
7.9 3.8 6.4 2 virginica
6.4 2.8 5.6 2.2 virginica
6.3 2.8 5.1 1.5 virginica
6.1 2.6 5.6 1.4 virginica
7.7 3 6.1 2.3 virginica
6.3 3.4 5.6 2.4 virginica
6.4 3.1 5.5 1.8 virginica
6 3 4.8 1.8 virginica
6.9 3.1 5.4 2.1 virginica
6.7 3.1 5.6 2.4 virginica
6.9 3.1 5.1 2.3 virginica
5.8 2.7 5.1 1.9 virginica
6.8 3.2 5.9 2.3 virginica
6.7 3.3 5.7 2.5 virginica
6.7 3 5.2 2.3 virginica
6.3 2.5 5 1.9 virginica
6.5 3 5.2 2 virginica
6.2 3.4 5.4 2.3 virginica
5.9
Data attribution: Fisher,R. 3 UCI Machine5.1
A.. (1988). Iris. 1.8 virginica
Learning Repository.
https://doi.org/10.24432/C56C76
in Excel data analysis.

Python in Excel data analysis


Goals

Create a DataFrame with the Iris data


set

Return a description of the DataFrame in


cell H9, including row count, mean, and
other data analysis.

Group the flowers by species and return


a Series containing the average
petal_width for each species.

Use the open-source library matplotlib to


visualize the average petal_width for
each species.

Create a pair plot with the open-source


Python library seaborn to visualize the
relationships between the numerical
columns. Set the output to display by
species color.
a analysis
Example Python Excel formula Hints

Enter =PY in a cell and then select PY


#NAME? from the AutoComplete menu to enable
Python formulas.

Select the card icon in a DataFrame cell


#NAME?
to see a preview of the DataFrame.

A Series is similar to a DataFrame,


except it contains only one data column.
#NAME?
Select the card icon in the Series cell to
see the content.

The Matplotlib library is available by


default with Python in Excel. Use the
alias plt to call matplotlib.
#NAME?
Open the right-click menu and use
Python Output to toggle results
between Excel values and Python
objects.

The seaborn library is also available by


default. Use the alias sns to call the
seaborn library.

Select the cell containing the pair plot


#NAME? visualization, and then use the Create
Reference button to extract the
visualization image to the Excel grid.

Drag and drop the reference image to


move it around the grid.
Try it out!
S.no Goal Years until your goal Expected ROI (%)
1 Car 6 6
2 House 20 10
3 Retirement 32 10
4 Children Education 23 10
Today's Value Inflation Rate(%)Future Value
800000 6 1134815
4000000 10 10374970
20000000 12 62116964
1200000 10 3112491

Total Amount to
Invest
SIP amount required to reach goal
13133
13663
22303
2921

52020

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