Excel 1: Core Data Analysis - Assignments

Core Data Analysis – Part 2

2. In column C, use the LEFT function in conjunction with the FIND function to show the Expense
Item labels without the square brackets or the code numbers inside the square brackets.

3. Once you have removed the square brackets, use another Text function so that the expense
items in column C are in proper case and not in upper case (ie. only the first letter of each word
in column C should be capitalized).

4. Group column D (the one with labels that have numbers in square brackets) so that it is not
visible.

5. Use either the RAND or RANDBETWEEN function to fill in the table with random numbers
between 1 and 1,000. Then use the Paste Special function to paste the “values” into each cell
so that there are no longer formulas in the cells.

6. Use the SUBTOTAL tool that is found on the Data ribbon so that there are subtotal lines for
each category.

7. In column A of the P&L tab, insert row numbers for each row (make sure that the Subtotal rows
also have row numbers).

8. Use the OFFSET function to fill in the summary table located underneath the data.

9. Re-run the summary table by manually changing the blue row reference numbers in column A
so that the table pulls out the following five line items:
a. Labour Total
b. Equipment Total
c. Armoured Car Total
d. Real Estate Total
e. Electronic Banking Total

10. On the Financing Table tab, use the SUBTOTAL tool to show the aggregate value of deals led
by each underwriter.

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© 2006 The Marquee Group Inc.
Excel 1: Core Data Analysis - Assignments

Core Data Analysis – Part 2

11. On the P&L tab, go back to Column C where you extracted the account name without the code.
Now change this formula to extract only the numeric account code and not the account name.
Make sure you don’t extract any square brackets.

12. Use a combination of Text functions so that only the first letter of the Expense Item is
capitalized and all remaining letters are in lower case. Once again, exclude the square brackets
and the code numbers inside the square brackets.

13. In a blank cell, enter a date the incorrect way for your computer so that your computer doesn’t
actually recognize the date as a real date. Now go to another blank cell and use a combination
of functions to convert the date into an actual date.

14. Now in a blank range of cells, enter the six dates from May 10 th 2019 to May 15th 2019 the
wrong way for your computer. The first three dates (May 10th to May 12th) should be recognized
as dates, but incorrect dates (your computer will think you entered the 5th of October, the 5th of
November and the 5th of December). Your computer will think the next three dates (May 13 th to
May 15th) are strings of text. Find a way to quickly convert all of these dates to the correct dates
in May.

15. In a blank range of cells, enter three dates in the following format “mmm d yyyy”, starting from
Jun 6 2019. Your computer should think these cells are strings of text. Build a formula to
convert these strings of text into proper dates.

16. On the P&L tab, add a second subtotal row underneath each category. One subtotal row
should be a Sum, while the second subtotal row should be a Count.

17. On the P&L tab, use Conditional Formatting to make the Subtotal rows bold.

18. The MATCH function is very helpful when you need the position of an item in a range as
opposed to the item itself.

In any cell underneath the summary table on the P&L tab, type the word “Travel”. Now replace
the first blue input cell to the left of the summary table with the MATCH function so that you can
view the first five expense items from the “Travel” category (or any category that you choose).

19. On the Data ribbon, use the Validation tool to choose the category for the question above by
simply picking the category from a list of all categories.

20. When data is pulled into Excel from databases, Excel often doesn’t recognize that the numeric
values are numbers. On the ABN AMRO tab, Excel thinks that the numeric values are actually
text. Find a way to convert these text values into numbers so that column D can add up
columns B and C.

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© 2006 The Marquee Group Inc.
Excel 1: Core Data Analysis - Assignments

Core Data Analysis – Part 2

22. Whenever you have a large table of data, it is often helpful to include a column with row
numbers. However, if you number the rows by referring each cell to the previous cell and
adding 1, you can experience difficulties when you add or delete rows. On the P&L tab,
automate the row numbering in column A by using the ROW function to insert row numbers.

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© 2006 The Marquee Group Inc.