04 Apr 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
#Exp19 Excel Ch10 ML1 Dow Jones
#Excel Chapter 10 Mid-Level 1 – Dow Jones
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.
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.
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.
Name the worksheet Current_Price.
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 columns that contain NULL values. Split the company column using the left most space as the delimiter and rename the respective columns Symbol and Company Name.
Rename the worksheet Trades.
Add the Dow table and the Exp19_Excel_Ch10_GRADER_ML1-TradeInfo table to the Data Model.
Use Power Pivot to create the following relationship:
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.
Create a Clustered Column PivotChart based on the PivotTable that compares the trading price of Apple and Coca-Cola stocks.
Add the chart title Trading Comparison, apply Accounting Number Format to cells C4:C5, and name the worksheet Price_Comparison.
Delete Sheet 1, if necessary.
Save and close Exp19_Excel_Ch10_GRADER_ML1-Dow.xlsx and Exp19_Excel_Ch10_GRADER_ML1-TradeInfo.csv. Exit Excel. Submit the file as directed.
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