Coaching on Excel Reporting

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Exercises

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1) Change the format of the data using upper case, lower case, and proper
case methods!

Change the above excel sheet to the following format:

Solutions:
➢ Click on the cell under upper case: =Upper (A2:A11)
➢ Click on the cell under lower case: =Lower (A2:A11)
➢ Click on the cell under lower case: =Proper (A2:A11)

2) Remove duplicated values from the following sheet.

a) Dominic Parr has been duplicated 2 times; Remove it.
b) First name “Lisa” has been duplicated 2 times.

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Solutions:
a) Click on the upper cell that is on Simon, then click on Data>>click on
remove duplicate.

Uncheck all but SIMON.

Note that 4 columns are checked. This means that this will delete if and only
if all the columns are duplicated.

In this case we have Dominic Parr, Male, England. this has been
duplicated 2 times. So, click Ok to remove it.

Now you can see one row has been deleted [the duplicated row].

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b) To delete rows with duplicated first name: use the same method as the
above but check only Name. that is to check if it is duplicated or not.

➢ Check marks the Name and uncheck the remaining columns. This time
we only check duplication of Name.

➢ One row with that is with Name Lisa has been removed from the table.

3) Split the name into two columns (Name and surname)

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Change the above excel sheet to the following format:

Solutions:
➢ On B column, select starting from first name until the end. [ if the
cell doesn’t have a head column name, simply select the column
name]

click DATA>> click: Text to Column

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Click>> Next.

Check>> Space and then click Next!

Select General and then click finish.

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Result:

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4) Find the speed of animals using VLOOKUP:

Solutions:
➢ At H5, write this code: =VLOOKUP(G5,A2:C11,2,false)
➢ At H6: =VLOOKUP(G6,A2:C11,2,false)
➢ At h7: =VLOOKUP(G7,A2:C11,2,false)
➢ Note: false is the default, so you can leave it

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5) Find the gross sales of a country using Xlookup.
a) Search a country and find its respective gross sales amount.
b) How to display France’s gross sales amount marked in yellow.

Solution:

a) On J4 cells: =XLOOKUP (J5, B2:B17, F2:F17))

On J5: =XLOOKUP(J5, B2:B17,F2:F17)
b) On J6: =XLOOKUP(J6,B2:B17,F2:F17,,,-1)
Note: -1 means search the value from bottom to up (the value will be the first
value found from the bottom to up)

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6) Find the commission of Hill using VLOOKUP and Xlookup

Solutions:
➢ =Vlookup(G4,B2:B10,0) displays Null because vlookup cannot
search value toward left, only search towards right direction.

➢ Xlookup: =XLOOKUP(G8,C2:C10,B2:B10) this displays 200 when

the value is Hill

➢ =Xlookup(G9,C2:C10,B2:B10,,,-1) this displays 2500 when value

is Hill

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7) from the following excel sheet create a pivot table:

a) Create the following Pivotal Table 1: filter by country and aggregate

product, gross sales, and profit.

Solution a
➢ Click Insert>> Pivot Table>> then click from Table/Range

➢ The sheet has 701 rows so put a range value from A1:I701
➢ Select existing worksheet.

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Drag: country into Filters
➢ Product into Rows
➢ Gross sales into Values
➢ Sales and profit into columns.
o You can rename the column names.

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b) Create the following pivot table 2:
➢ Filter: by product, aggregate by country, column years, value profit

Solution b:
➢ Click Insert>> Pivot Table>> then click from Table/Range
➢ The sheet has 702 rows so put a range value from A1:I702
➢ Select existing worksheet.

Finally, rename to meaningful column names.

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8) from the above excel sheet Create the following pivotal chart:

Solution:
➢ Follow the following screenshots:

➢ Then: select a table or range: put the range of excel cells

Click Ok.

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➢ Change the style to select the pivot chart and click on

➢ Then scroll down and select the desired style:

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9) Clean and prepare the following excel sheet using power query:
• Split datetime into date and time columns
• Remove duplicated rows.
• Split name into first name and surname
• Replace budget’s null value with $20,000.
• Remove column name “store name.”

Solution:
➢ Click Data>> Get Data>> from File

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Click>> Transform Data

▪ Split the column Name into two columns:

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 ➢ Click By Delimiter and select Space from the drop-down list

After selecting Space from dropdown and click ok.

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❖ Result: Name has been split.
➢ To rename click on Name 1 and Name 2 and time first name, surname
respectively.

❖ Result after renaming:

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➢ Split datetime into date and time: use similar steps as the above one.

➢ Rename the new columns to meaningful name and remove unnecessary

columns
➢ After renaming and removing columns:

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 Remove store name column:
Select the column, right click>> click Remove.

Result:

❖ Remove Duplication: follow the following steps:

First select the column that you want to check and remove duplications.
In our sample case, let’s select first name and surname.
Any row will be removed if and only if in both the selected columns is
repeated.

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 ➢ After removing duplication:

❖ Replace budget’s null value with 20000:

➢ To fill or replace the null or any values, you can follow these
steps.
➢ Select the column that you want to fill or replace the values!

▪ Click>>Replace Values
➢ Write: null,
➢ Replace: 20000

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Result:

Finally, after preparing, close the editor and load the data:
To load the prepared and cleaned data:
➢ click File>> Close and load.

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