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Whiting_Exp19_Excel_Ch10_ML1_Dow_Jones2.zip

Whiting_Exp19_Excel_Ch10_GRADER_ML1-Dow.xlsx

Sheet1

Exp19_Excel_Ch10_ML1_Dow_Jones_Instructions.docx

Grader - Instructions Excel 2019 Project

Exp19_Excel_Ch10_ML1_Dow_Jones

Project Description:

You are an intern for Hicks Financial, a small trading company located in Toledo, Ohio. Your intern supervisor wants you to create a report that details all trades made in February using current pricing information from the Dow Jones Index. To complete the task, you will import and shape data using Power Query. Then you will create data connections and visualizations of the data.

Steps to Perform:

Step

Instructions

Points Possible

1

Start Excel. Download and open the file named Exp19_Excel_Ch10_GRADER_ML1_Dow.xlsx. Grader has automatically added your last name to the beginning of the filename.

0

2

Use Get & Transform tools to import and transform Table 0 located in the file e10m1Index.txt. Split the company column using space as the delimiter at the left-most occurrence. Rename the respective columns Symbol and Company. Remove the columns Change, %Change, and Volume. Name the table Dow and load it to the existing worksheet.

10

3

Name the worksheet Current_Price.

1

4

Use Power Query to import trade data located in the workbook Exp19_Excel_Ch10_GRADER_ML1-TradeInfo.csv. Before loading the data, if necessary use the Power Query Editor to remove the NULL value columns and use the First Row As Headers. Split the company column using the left most space as the delimiter and rename the respective columns Symbol and Company Name.

10

5

Rename the worksheet Trades.

1

6

Add the Dow table and the Exp19_Excel_Ch10_GRADER_ML1-TradeInfo table to the Data Model.

0

7

Use Power Pivot to create the following relationship: Table Exp19_Excel_Ch10_GRADER_ML1-TradeInfo Field Symbol Table Dow Field Symbol

8

8

Use Power Pivot to create a PivotTable with the EXP19_Excel_Ch110_GRADER_ML1_TradeInfo Date field as a Filter, Last Price as a value, and the Dow table Company Name as Rows.

8

9

Create a Clustered Column PivotChart based on the PivotTable that compares the trading price of Apple and Coca-Cola stocks.

7

10

Add the chart title Trading Comparison, apply Accounting Number Format to cells C4:C5, and name the worksheet Price_Comparison.

4

11

Delete Sheet 1, if necessary.

1

12

Edit the connection properties to Refresh data when opening the file.

0

Total Points

50

Created On: 06/10/2021 1 Exp19_Excel_Ch10_ML1 - Dow Jones 1.4 (CLONE-JD)

e10m1Index.txt

Company Price Change % Change P/E Volume YTD Change
MMM 3M 208.09 -2.83 -0.0134 30.08 25 .30
AXP American Express 107.21 1.23 0.0116 60.18 500 .10
AAPL Apple 228.48 0.85 0.0037 80.18 250 .10
BA Boeing 344.61 1.82 0.0053 75.09 2575 .10
CAT Caterpillar 137.58 -1.27 -0.0091 49.95 15 .100
CVX Chevron 118.99 0.53 0.0045 85.18 215 .130
CSCO Cisco 47.76 -0.01 -0.0002 120.08 125 .10
KO Coca-Cola 44.72 0.145 0.0033 95 12 .05
DIS Disney 111.18 -0.84 -0.0075 76 12 .125
GS Goldman Sachs 237.83 0.02 0.0001 30.08 25 .30
HD Home Depot 204.2 3.43 0.0171 30.08 25 .30

Exp19_Excel_Ch10_GRADER_ML1-TradeInfo.csv

Date Trade_# Company
2/27/2021 8280 CAT Caterpillar
2/25/2021 3564 CVX Chevron
2/25/2021 7709 BA Boeing
2/11/2021 5494 BA Boeing
2/7/2021 6555 HD Home Depot
2/13/2021 8821 CSCO Cisco
2/14/2021 4771 DIS Disney
2/17/2021 9021 HD Home Depot
2/28/2021 1342 BA Boeing
2/6/2021 5092 AAPL Apple
2/20/2021 9602 AAPL Apple
2/16/2021 3952 GS Goldman Sachs
2/20/2021 3432 MMM 3M
2/10/2021 2953 KO Coca-Cola
2/27/2021 9270 AXP American Express

Exp19_Excel_CH10_GRADER_ML1_Dow Jones_Final.jpg