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Excel_Training_Data - Copy

The document provides a comprehensive guide for basic and intermediate Excel training, covering various tasks such as creating tables, splitting names, sorting data, and using functions like IF and VLOOKUP. It includes step-by-step instructions for formatting, data manipulation, and visual representation of data through charts. Additionally, it addresses practical Excel features like freezing panes, removing gridlines, and applying conditional formatting.

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Suresh Sharma
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© © All Rights Reserved
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Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
13 views45 pages

Excel_Training_Data - Copy

The document provides a comprehensive guide for basic and intermediate Excel training, covering various tasks such as creating tables, splitting names, sorting data, and using functions like IF and VLOOKUP. It includes step-by-step instructions for formatting, data manipulation, and visual representation of data through charts. Additionally, it addresses practical Excel features like freezing panes, removing gridlines, and applying conditional formatting.

Uploaded by

Suresh Sharma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 45

BASIC EXCEL TRAINING

Q.1
Insert a table to cover the given data sets.
Change the font of Email to that of Full name using Format painter.
Then move & copy this sheet to next workbook.

Full Name Email Phone Number


Anil Sharma [email protected] 9801122334
Bina Adhikari [email protected] 9802233445
Suresh Thapa [email protected] 9803344556
Kusum Bista [email protected] 9804455667
Ramita Shrestha [email protected] 9805566778
Q.2
Split the Name & Surname from Full Name.
Using Flash Fill
Using Text to Column
Split the email domain name from mail id.
Convert the Phone number text to numerical value.

Full Name Email Phone Number


Anil Sharma [email protected] 9801122334
Bina Adhikari [email protected] 9802233445
Suresh Thapa [email protected] 9803344556
Kusum Bista [email protected] 9804455667
Ramita Shrestha [email protected] 9805566778

Anil Sharma anil.sharma


Bina Adhikari bina.adhikari
Suresh Thapa suresh.thapa
Kusum Bista kusum.bista
Ramita Shrestha ramita.shrestha
First Name Last Name
Anil Sharma 9801122334
Bina Adhikari 9802233445
Suresh Thapa 9803344556
Kusum Bista 9804455667
Ramita Shrestha 9805566778

company.com
company.com
company.com
company.com
company.com
Q.3
Sort the below table in alphabetic order of Name.
Find the total salary paid to Finance & HR department?
Department Salary
Finance 439000
HR 439000
What is the total salary of Inactive staffs?
Status Department Salary Salary
Active HR 321000
Inactive Finance 118000

Employee ID Name Department Joining Date Salary (NPR) Status


101 Ram Shrestha Finance 2021-01-10 55000 Active
102 Anita Sharma HR 2022-03-15 62000 Active
103 Sita Thapa Finance 2020-07-01 58000 Inactive
104 Gopal Adhikari IT 2019-11-20 70000 Active
105 Rita Koirala Marketing 2021-06-30 60000 Inactive
106 Sunil Bista HR 2022-08-25 63000 Active
107 Meena Joshi IT 2020-12-05 71000 Active
Q.4
Group/Ungroup by Department or Designation
Using subtotal, find out the total salary department wise.
Then remove the subtotal. Dept wise Salary

Department Employee Name Designation Monthly Salary (NPR)


Finance Anil Accountant 55000 IT Total
38% Finance Total
Finance Rita Analyst 60000 38%
Finance Suresh Manager 75000
Finance Total 190000
HR Bikash Manager 70000
HR Meena Officer 50000 HR Total
24%
HR Total 120000
IT Gopal Engineer 65000
IT Sunita Manager 80000
IT Ramesh Technician 48000
IT Total 193000

Department Employee Name Designation Monthly Salary (NPR)


Finance Anil Accountant 55000 Chart Title
Finance Rita Analyst 60000 250000
Finance Suresh Manager 75000
Finance Total 190000 200000
HR Bikash Manager 70000
150000
HR Meena Officer 50000
HR Total 120000
100000
IT Gopal Engineer 65000
IT Sunita Manager 80000 50000
IT Ramesh Technician 48000
IT Total 193000 0
Finance Total HR Total IT Total
Grand Total 503000
wise Salary

Finance Total
38%

tal
%

t Title

HR Total IT Total
Q.5
Insert a table all borders in the given data set.
Trace the precedents for Sales value of Product A.
Trace the dependents of Qty sold of product "D".
Define name for the columns A7:F12 as "Sales_Table".

Product Quantity Sold Unit Price Amount Discount% Sales


A 100 50 5000 5 4750
B 150 45 6750 10 6075
C 120 55 6600 5 6270
D 130 40 5200 4 4992
E 160 60 9600 5 9120
Q.6
Apply Freeze Panes to keep headers visible while scrolling
Freeze Name column to lock Employee ID & Name.
Use Split Window to view different sections of the data simultaneously
Have you used "New Window" view in excel?

Employee ID Name Department Region Joining Date Salary (NPR) Status


101 Employee 1 Finance East 2020-01-31 50000 Active
102 Employee 2 HR West 2020-02-29 51000 Inactive
103 Employee 3 IT North 2020-03-31 52000 Active
104 Employee 4 Marketing South 2020-04-30 53000 Inactive
105 Employee 5 Finance Central 2020-05-31 54000 Active
106 Employee 6 HR East 2020-06-30 55000 Inactive
107 Employee 7 IT West 2020-07-31 56000 Active
108 Employee 8 Marketing North 2020-08-31 57000 Inactive
109 Employee 9 Finance South 2020-09-30 58000 Active
110 Employee 10 HR Central 2020-10-31 59000 Inactive
111 Employee 11 IT East 2020-11-30 60000 Active
112 Employee 12 Marketing West 2020-12-31 61000 Inactive
113 Employee 13 Finance North 2021-01-31 62000 Active
114 Employee 14 HR South 2021-02-28 63000 Inactive
115 Employee 15 IT Central 2021-03-31 64000 Active
116 Employee 16 Marketing East 2021-04-30 65000 Inactive
117 Employee 17 Finance West 2021-05-31 66000 Active
118 Employee 18 HR North 2021-06-30 67000 Inactive
119 Employee 19 IT South 2021-07-31 68000 Active
120 Employee 20 Marketing Central 2021-08-31 69000 Inactive
1190000
Q.7
How to remove gridlines in your works in Excel sheet?
Then print in a single sheet.

To remove gridlines in Excel, follow these simple steps:

✅ Method 1: Using the View Tab

1. Go to the View tab on the ribbon.

2. In the Show group, uncheck the box “Gridlines”.

This will hide the gridlines for the entire worksheet (just visual—doesn’t affect printing).

✅ Method 2: Using the Page Layout Tab (for Printing)

1. Go to the Page Layout tab.

2. In the Sheet Options group, uncheck “View” under Gridlines to hide them on screen.

3. Also uncheck “Print” if you don’t want them in the printed version.

✅ Method 3: Change Background Color (for specific cells)

1. Select the cells or whole worksheet.

2. Go to Home → Fill Color and apply White (or any color).

3. This visually removes gridlines from only selected cells.

💡 Note:

Gridlines are not the same as borders. Borders are printable and customizable; gridlines are just visual guides.
Q.8
Present monthly sales Vs Expenses in relevant graphs. This chart isn't available in your vers

Month Sales (NPR in '000) Expenses (NPR in '000) Editing this shape or saving this wor
Mechi 120 80 break the chart.
Koshi 150 90
Sagramath 170 100
Gandaki 130 70
Narayani 180 110
Seti 160 95

Monthly Sales Vs Expenses


200
180
180
160 170
160
140 150
120 130
120
100 110
100 95
80 90
80
60 70
40
20
0
Mechi Koshi Sagramatha Gandaki Narayani Seti

Sales (NPR in '000) Expenses (NPR in '000)


s chart isn't available in your version of Excel.

ting this shape or saving this workbook into a different file format will permanently
ak the chart.
Q.9
Present the category wise sales.
Label the value with %. Sales (NPR in '000)
Books; 100; 8%
Product Category Sales (NPR in '000)
Electronics 450 Furniture; 150; 13%
Clothing 300
Grocery 200
Electronics; 4
Furniture 150 38%
Books 100 Grocery; 200;
17%

Sales (NPR in '000)


Clothing; 300;
100; 8% 25%
150; 13%
450; 38%

200; 17%

300; 25%

Electronics Clothing Grocery Furniture Books


Sales (NPR in '000)
Books; 100; 8%

0; 13%

Electronics; 450;
38%
Grocery; 200;
17%

Clothing; 300;
25%
Print Page setup Practice guide

Employee ID Name Department Region Designation Joining Date Monthly Salary (NPR) Status
1001 Employee 1 Finance East Manager 2019-01-31 45000 Active
1002 Employee 2 HR West Officer 2019-02-28 45500 Inactive
1003 Employee 3 IT North Analyst 2019-03-31 46000 Active
1004 Employee 4 Marketing South Technician 2019-04-30 46500 Inactive
1005 Employee 5 Finance Central Manager 2019-05-31 47000 Active
1006 Employee 6 HR East Officer 2019-06-30 47500 Inactive
1007 Employee 7 IT West Analyst 2019-07-31 48000 Active
1008 Employee 8 Marketing North Technician 2019-08-31 48500 Inactive
1009 Employee 9 Finance South Manager 2019-09-30 49000 Active
1010 Employee 10 HR Central Officer 2019-10-31 49500 Inactive
1011 Employee 11 IT East Analyst 2019-11-30 50000 Active
1012 Employee 12 Marketing West Technician 2019-12-31 50500 Inactive
1013 Employee 13 Finance North Manager 2020-01-31 51000 Active
1014 Employee 14 HR South Officer 2020-02-29 51500 Inactive
1015 Employee 15 IT Central Analyst 2020-03-31 52000 Active
1016 Employee 16 Marketing East Technician 2020-04-30 52500 Inactive
1017 Employee 17 Finance West Manager 2020-05-31 53000 Active
1018 Employee 18 HR North Officer 2020-06-30 53500 Inactive
1019 Employee 19 IT South Analyst 2020-07-31 54000 Active
1020 Employee 20 Marketing Central Technician 2020-08-31 54500 Inactive
1021 Employee 21 Finance East Manager 2020-09-30 55000 Active
1022 Employee 22 HR West Officer 2020-10-31 55500 Inactive
Print Page setup Practice guide

Employee ID Name Department Region Designation Joining Date Monthly Salary (NPR) Status
1023 Employee 23 IT North Analyst 2020-11-30 56000 Active
1024 Employee 24 Marketing South Technician 2020-12-31 56500 Inactive
1025 Employee 25 Finance Central Manager 2021-01-31 57000 Active
1026 Employee 26 HR East Officer 2021-02-28 57500 Inactive
1027 Employee 27 IT West Analyst 2021-03-31 58000 Active
1028 Employee 28 Marketing North Technician 2021-04-30 58500 Inactive
1029 Employee 29 Finance South Manager 2021-05-31 59000 Active
1030 Employee 30 HR Central Officer 2021-06-30 59500 Inactive
1031 Employee 31 IT East Analyst 2021-07-31 60000 Active
1032 Employee 32 Marketing West Technician 2021-08-31 60500 Inactive
1033 Employee 33 Finance North Manager 2021-09-30 61000 Active
1034 Employee 34 HR South Officer 2021-10-31 61500 Inactive
1035 Employee 35 IT Central Analyst 2021-11-30 62000 Active
1036 Employee 36 Marketing East Technician 2021-12-31 62500 Inactive
1037 Employee 37 Finance West Manager 2022-01-31 63000 Active
1038 Employee 38 HR North Officer 2022-02-28 63500 Inactive
1039 Employee 39 IT South Analyst 2022-03-31 64000 Active
1040 Employee 40 Marketing Central Technician 2022-04-30 64500 Inactive
INTERMEDIATE EXCEL TRAINING
Logical Functions: IF, AND, OR, IFERROR
Text Functions: LEFT, RIGHT, MID, LEN, CONCATENATE, TEXTJOIN
Lookup Functions: VLOOKUP, INDEX, MATCH, XLOOKUP (Excel 365+)
Conditional Formatting
Data Validation
Data Cleaning Tools: TRIM, CLEAN, REMOVE DUPLICATES, TEXT TO COLUMNS
Tables and Structured References
Pivot Tables
Q.12
Use LEFT to extract first few letters of Employee Code.
Use RIGHT to get the last 4 digits of Phone Number.
Use MID to extract middle name (if present) from Full Name.
Use LEN to calculate character length of Full Name.
Use CONCATENATE or TEXTJOIN to combine Name, Department, and Code into a single sentence.

Full Name Employee Code Department Phone Number LEFT RIGHT MID LEN CONCATENATE TEXTJOIN
Ram Krishna Shrestha EMP001 Finance 9801122334 EMP 2334 shna 20 Ram Krishna Shres Ram Krishna Shrestha-Finance-EMP001
Anita Devi Adhikari EMP002 HR 9802233445 evi A
Suresh Kumar Thapa EMP003 IT 9803344556 Kumar
Gita Bista EMP004 Marketing 9804455667 sta
Bikash Raj Koirala EMP005 Operations 9805566778 Raj K

left right mid


EMP001 EMP 001 001
EMP002 EMP 002 002
EMP003 EMP 003 003
EMP004 EMP 004 004
EMP005 EMP 005 005

First "Space" Second "Space" MID LEN CONCATENATE


Ram Krishna Shrestha 4 12 Krishna 20 Ram Krishna Shrestha Ram Krishna Shrestha
Anita Devi Adhikari 6 11 Devi 19 Anita Devi Adhikari Anita Devi Adhikari
Suresh Kumar Thapa 7 13 Kumar 18 Suresh Kumar Thapa Suresh Kumar Thapa
Gita Bista 5 0 Err:502 10 Gita Bista Gita Bista
Bikash Raj Koirala 7 11 Raj 18 Bikash Raj Koirala Bikash Raj Koirala
hrestha-Finance-EMP001

TEXTJOIN
Q.11
Use IF to mark Pass/Fail based on scores.
Use AND to check if both Math and Science scores meet the Pass Mark.
Use OR to pass if either subject score meets the Pass Mark.
Use IFERROR to handle division or lookup errors.

BOTH EITHER
Student ID Name Math Score Science Score Pass Mark Pass Mark(S) IF, AND IF, OR IFERROR
1 Ram 78 0 50 60 FAIL PASS -
2 Sita 50 40 50 60 FAIL PASS 1.25
3 Hari 88 91 50 60 PASS PASS 0.97
4 Gita 60 59 50 60 PASS PASS 1.02
5 Bikash 92 95 50 60 PASS PASS 0.97
6 Kusum 55 61 50 60 PASS PASS 0.90
7 Suresh 33 38 50 60 FAIL FAIL 0.87
8 Anita 81 74 50 60 PASS PASS 1.09
Q.13
Use Vlookup to find Name, Department, or Salary based on Employee ID.
Use Index & Match to find Salary for Employee Name = "Hari"
Use Index & Match to find Salary for Employee Name = "Hari" & Dept= "IT"
Use XLOOKUP to get salary of Hari

Employee ID Name Department Salary (NPR)


101 Ram Finance 55000
102 Sita HR 62000
103 Hari IT 58000
104 Gita Marketing 60000
105 Bikash Operations 67000

VLOOKUP
Employee ID Name Department Salary (NPR)
102 Sita
105 Bikash
103 Hari

INDEX(MATCH)
Employee ID Name Department Salary (NPR)
101 Ram Finance 67000
102 Sita HR 67000
103 Hari IT 58000
104 Gita Marketing 60000
105 Bikash Operations 67000

XLOOKUP
Employee ID Name Department Salary (NPR)
101 Ram #NAME?
102
103 Hari #NAME?
104
105
Q.14
🔴 Highlight students who scored below 50 in Math or Science
🟢 Use Data Bars for Attendance (%)
🟠 Apply Color Scales to compare scores
✅ Highlight rows for students scoring more than 80 in both subjects

Student ID Name Math Score Science Score Attendance (%)


101 Ram 85 75 95
102 Sita 45 50 82
103 Gita 78 88 90
104 Hari 66 59 78
105 Bikash 92 96 98
106 Anita 53 67 85
107 Sunil 38 42 60
108 Kusum 89 91 88

Student ID Name Math Score Science Score Attendance (%)


101 Ram 85 75 95
102 Sita 45 50 82
103 Gita 78 88 90
104 Hari 66 59 78
105 Bikash 92 96 98
106 Anita 53 67 85
107 Sunil 38 42 60
108 Kusum 89 91 88
Q.15
🔽 Department: Add a dropdown list (e.g., Finance, HR, IT, Marketing)
📅 Joining Year: Allow only between 2015 and 2025
🔢 Age: Allow only whole numbers between 18 and 60

Employee ID Name Department Joining Year Age


101 Ram
102 Sita
103 Hari
104 Gita
105 Bikash
Q.16
🧼 TRIM: Clean extra spaces from Raw Names and Full Name
🧽 CLEAN: Remove non-printable characters from Dirty Text
❌ REMOVE DUPLICATES: Identify and remove duplicate entries in Raw Emails or Full Name
✂️TEXT TO COLUMNS: Split Full Name into First and Last names

Raw Names Raw Emails Full Name Dirty Text TRIM CLEAN REMOVE TEXT TO COLUMN
Ram [email protected] Ram Sharma Hello World Ram Hello World [email protected] Ram Sharma
Sita [email protected] Sita Thapa Good Morning Sita Good Morning [email protected] Sita Thapa
Hari [email protected] Hari Clean This Hari Clean This [email protected] Hari
Sita [email protected] Sita Thapa Remove Junk Sita Remove Junk [email protected] Sita Thapa
Gita [email protected] Gita Koirala Excel Training Gita Excel Training [email protected] Gita Koirala
Gita [email protected] Gita Koirala Excel Training Gita Excel Training Gita Koirala
Sunil [email protected] Sunil Bista Smart Work Sunil Smart Work Sunil Bista
Sunil [email protected] Sunil Bista Smart Work Sunil Smart Work Sunil Bista
Q.17
Convert the range to a Table (Ctrl + T)
Add a calculated column:
= [@Quantity Sold] * [@[Unit Price (NPR)]] → Total Sales
Use structured references in formulas instead of cell addresses
Apply filters, slicers, and summary formulas on the Table
Remove Table & convert to Range.

Date Product Quantity Sold Unit Price (NPR)


2025-01-01 00:00:00 Notebook 10 50
2025-01-02 00:00:00 Pen 25 20
2025-01-03 00:00:00 Marker 15 40
2025-01-04 00:00:00 Pencil 20 10
2025-01-05 00:00:00 Eraser 30 5
2025-01-06 00:00:00 Notebook 18 50
2025-01-07 00:00:00 Pen 22 20
2025-01-08 00:00:00 Marker 17 40
2025-01-09 00:00:00 Pencil 25 10
2025-01-10 00:00:00 Eraser 28 5

Date Product Quantity Sold Unit Price (NPR) Total Sales Str. Ref
2025-01-01 00:00:00 Notebook 10 50 500 500
2025-01-02 00:00:00 Pen 25 20 500 500
2025-01-03 00:00:00 Marker 15 40 600 600
2025-01-04 00:00:00 Pencil 20 10 200 200
2025-01-05 00:00:00 Eraser 30 5 150 150
2025-01-06 00:00:00 Notebook 18 50 900 900
2025-01-07 00:00:00 Pen 22 20 440 440
2025-01-08 00:00:00 Marker 17 40 680 680
2025-01-09 00:00:00 Pencil 25 10 250 250
2025-01-10 00:00:00 Eraser 28 5 140 140

This shape represents a table


slicer. Table slicers are not
supported in this version of
Excel.

If the shape was modified in


an earlier version of Excel, or
if the workbook was saved in
Excel 2007 or earlier, the
slicer can't be used.
Q.18
Analyze Total Sales by Region and Product
Summarize Units Sold by Salesperson
use timeline to observe the data.
Use slicers to find total sales.

Date Region Product Salesperson Units Sold Unit Price (NPR) Total Sales
2025-01-01 00:00:00 East Notebook Ram 10 50 500
2025-01-02 00:00:00 West Pen Sita 15 20 300
2025-01-03 00:00:00 North Marker Hari 20 40 800
2025-01-04 00:00:00 South Pencil Gita 12 10 120
2025-01-05 00:00:00 East Eraser Ram 18 5 90
2025-01-06 00:00:00 West Notebook Sita 22 50 1100
2025-01-07 00:00:00 North Pen Hari 14 20 280
2025-01-08 00:00:00 South Marker Gita 17 40 680
2025-01-09 00:00:00 East Pencil Ram 16 10 160 This shape repre
2025-01-10 00:00:00 West Eraser Sita 13 5 65 slicer. Slicers ar
2025-01-11 00:00:00 North Notebook Hari 11 50 550 in Excel 2010 o
2025-01-12 00:00:00 South Pen Gita 25 20 500
2025-01-13 00:00:00 East Marker Ram 19 40 760 If the shape was
an earlier versio
2025-01-14 00:00:00 West Pencil Sita 21 10 210 if the workbook
2025-01-15 00:00:00 North Eraser Hari 23 5 115 Excel 2003 or e
2025-02-16 00:00:00 South Notebook Gita 10 50 500 slicer cannot be
2025-02-17 00:00:00 East Pen Ram 12 20 240
2025-02-18 00:00:00 West Marker Sita 17 40 680
2025-02-19 00:00:00 North Pencil Hari 20 10 200
2025-02-20 00:00:00 South Eraser Gita 18 5 90
Region Sum of Total Sales Salesperson Sum of Units Sold Date
East 1750 Gita 82 2025-01-01 00:00:00
North 1945 Hari 88 2025-01-02 00:00:00
South 1890 Ram 75 2025-01-03 00:00:00
West 2355 Sita 88 2025-01-04 00:00:00
Total Result 7940 Total Result 333 2025-01-05 00:00:00
2025-01-06 00:00:00
2025-01-07 00:00:00
2025-01-08 00:00:00
This shape represents a 2025-01-09 00:00:00
slicer. Slicers are supported 2025-01-10 00:00:00
in Excel 2010 or later. 2025-01-11 00:00:00
2025-01-12 00:00:00
If the shape was modified in 2025-01-13 00:00:00
an earlier version of Excel, or
if the workbook was saved in 2025-01-14 00:00:00
Excel 2003 or earlier, the 2025-01-15 00:00:00
slicer cannot be used. 2025-02-16 00:00:00
2025-02-17 00:00:00
2025-02-18 00:00:00
2025-02-19 00:00:00
2025-02-20 00:00:00
Total Result
Sum of Total Sales Timeline: Works in Excel 2013 or higher. Do not move
500 or resize.
300
800
120
90
1100
280
680
160
65
550
500
760
210
115
500
240
680
200
90
7940
ADVANCED EXCEL TRAINING
Nested Formulas & Dynamic Arrays: FILTER, SORT, UNIQUE
Advanced Pivot Tables (Calculated Fields, Grouping)
Pivot Charts & Slicers
What-If Analysis: Scenario Manager, Goal Seek, Data Table
Financial Functions: NPV, IRR, PMT, FV
Dashboards: Integration of charts, KPIs, slicers, interactive elements

POWER BI
Power Query (Get & Transform) – for data extraction and transformation
Power Pivot – for data modeling and using DAX formulas
Integration with Power BI – export
Q.19
Get a list of unique departments:
Sort employees by salary (ascending):
Filter employees from the Finance department
Cash TDS of 1% if salary is greater than or equal to 55000.

Employee ID Name Department Joining Year Salary (NPR)


101 Ram Finance 2021 55000 #NAME? #NAME? #NAME? #NAME?
102 Sita HR 2022 62000 #NAME? #NAME? #NAME? #NAME?
103 Hari Finance 2021 58000 #NAME? #NAME? #NAME? #NAME?
104 Gita IT 2020 60000
105 Bikash HR 2023 67000
106 Anita Finance 2022 53000
107 Sunil IT 2020 61000
108 Kusum Marketing 2021 59000
Q.20
Group Date by Month or Week
Use Nested If to group Quantity into ranges (e.g., 0–15, 16–30, 30+)
Analyze Total Amount by Region and Product
Use Customer in filters, and Product in columns
Apply Slicers for Region or Date

Invoice No Date Customer Region Product Quantity Unit Price Total Amount
INV-001 2025-01-01 00:00:00 Alpha East Notebook 10 50 500
INV-002 2025-01-02 00:00:00 Beta West Pen 20 20 400
INV-003 2025-01-03 00:00:00 Gamma North Marker 15 40 600
INV-004 2025-01-04 00:00:00 Delta South Pencil 25 10 250
INV-005 2025-01-05 00:00:00 Alpha East Notebook 12 50 600
INV-006 2025-01-06 00:00:00 Beta East Pen 18 20 360
INV-007 2025-01-07 00:00:00 Gamma West Marker 30 40 1200
INV-008 2025-01-08 00:00:00 Delta North Pencil 14 10 140
INV-009 2025-01-09 00:00:00 Alpha South Notebook 16 50 800
INV-010 2025-01-10 00:00:00 Beta East Pen 28 20 560
INV-011 2025-01-11 00:00:00 Gamma East Marker 22 40 880
INV-012 2025-01-12 00:00:00 Delta West Pencil 24 10 240
INV-013 2025-01-13 00:00:00 Alpha North Notebook 17 50 850
INV-014 2025-01-14 00:00:00 Beta South Pen 19 20 380
INV-015 2025-01-15 00:00:00 Gamma East Marker 21 40 840
INV-016 2025-01-16 00:00:00 Delta East Pencil 13 10 130
INV-017 2025-01-17 00:00:00 Alpha West Notebook 26 50 1300
INV-018 2025-01-18 00:00:00 Beta North Pen 23 20 460
INV-019 2025-01-19 00:00:00 Gamma South Marker 11 40 440
INV-020 2025-01-20 00:00:00 Delta East Pencil 29 10 290
Q.21
Scenario Manager
Change Unit Price and Units Sold across multiple scenarios to calculate Total Profit.
Formula for profit:
= (Unit Price * Units Sold) - (Fixed Cost + Variable Cost * Units Sold)

Goal Seek
Set Profit to a target (e.g., 50,000) by changing Unit Price or Units Sold

Data Table
Create a one-variable table for different unit prices
Create a two-variable table for different combinations of Unit Price and Units Sold

Scenario Manager
PROFITS
Product Unit Price (NPR) Units Sold Fixed Cost (NPR) Variable Cost/Unit (NPR) Profits Best Case Worst Case Most Likely
Notebook 50 100 10000 30 -8000 -8000 -8000 -8000
Pen 20 200 10000 10 -8000
Marker 40 150 10000 25 -7750
Pencil 10 250 10000 5 -8750
Eraser 5 300 10000 2 -9100
Q.22
Compute NPV, IRR form given data sets.

Year Cash Flow


0 -100000
1 20000
2 25000
3 30000
4 35000
5 40000

NPV 16,716.33
=NPV(discount_rate, B2:B6) + B1

IRR 13%
=IRR(B2:B7)
Q.23
Compute PMT, Loan amortization schedule & FV.

Loan Amount 500000


Annual Interest Rate 0.08
Periods (Years) 5

Formulas to Try:
PMT =PMT(B2,B3,-B1)
FV =FV(B2,B3,0,-B1)
Q.24
Change the date format to yyyy-mm-dd.

Charts:
Sales trends over time (Line Chart)
Sales by Region or Product (Column/Pie Chart)

📌 KPIs:
Total Sales
Top Performing Region or Salesperson
Daily Average Sales

Slicers:
Add slicers for Region, Salesperson, or Product to filter dashboards interactively

Interactive Elements:
Use Pivot Tables + Pivot Charts
Add timeline slicers for Date

Date Region Salesperson Product Units Sold Unit Price Total Sales
2025-01-01 00:00:00 East Ram Notebook 10 50 500
2025-01-02 00:00:00 West Sita Pen 20 20 400
2025-01-03 00:00:00 North Gita Marker 15 40 600
2025-01-04 00:00:00 South Hari Pencil 12 10 120
2025-01-05 00:00:00 Central Anita Eraser 18 5 90
2025-01-06 00:00:00 East Sunil File 25 60 1500
2025-01-07 00:00:00 West Ram Notebook 14 50 700
2025-01-08 00:00:00 North Sita Pen 22 20 440
2025-01-09 00:00:00 South Gita Marker 19 40 760
2025-01-10 00:00:00 Central Hari Pencil 16 10 160
2025-01-11 00:00:00 East Anita Eraser 21 5 105
2025-01-12 00:00:00 West Sunil File 13 60 780
2025-01-13 00:00:00 North Ram Notebook 17 50 850
2025-01-14 00:00:00 South Sita Pen 28 20 560
2025-01-15 00:00:00 Central Gita Marker 11 40 440
2025-01-16 00:00:00 East Hari Pencil 23 10 230
2025-01-17 00:00:00 West Anita Eraser 20 5 100
2025-01-18 00:00:00 North Sunil File 26 60 1560
2025-01-19 00:00:00 South Ram Notebook 29 50 1450
2025-01-20 00:00:00 Central Sita Pen 27 20 540
2025-01-21 00:00:00 East Gita Marker 30 40 1200
2025-01-22 00:00:00 West Hari Pencil 24 10 240
2025-01-23 00:00:00 North Anita Eraser 18 5 90
2025-01-24 00:00:00 South Sunil File 19 60 1140
2025-01-25 00:00:00 Central Ram Notebook 15 50 750
2025-01-26 00:00:00 East Sita Pen 14 20 280
2025-01-27 00:00:00 West Gita Marker 22 40 880
2025-01-28 00:00:00 North Hari Pencil 20 10 200
2025-01-29 00:00:00 South Anita Eraser 13 5 65
2025-01-30 00:00:00 Central Sunil File 16 60 960
Date Region Salesperson Product Units Sold Unit Price Total Sales
2025-01-01 00:00:00 East Ram Notebook 10 50 500
2025-01-02 00:00:00 West Sita Pen 20 20 400
2025-01-03 00:00:00 North Gita Marker 15 40 600
2025-01-04 00:00:00 South Hari Pencil 12 10 120
2025-01-05 00:00:00 Central Anita Eraser 18 5 90
2025-01-06 00:00:00 East Sunil File 25 60 1500
2025-01-07 00:00:00 West Ram Notebook 14 50 700
2025-01-08 00:00:00 North Sita Pen 22 20 440
2025-01-09 00:00:00 South Gita Marker 19 40 760
2025-01-10 00:00:00 Central Hari Pencil 16 10 160
2025-01-11 00:00:00 East Anita Eraser 21 5 105
2025-01-12 00:00:00 West Sunil File 13 60 780
2025-01-13 00:00:00 North Ram Notebook 17 50 1205
2025-01-14 00:00:00 South Sita Pen 28 20 560
2025-01-15 00:00:00 Central Gita Marker 11 40 440
2025-01-16 00:00:00 East Hari Pencil 23 10 230
2025-01-17 00:00:00 West Anita Eraser 20 5 100
2025-01-18 00:00:00 North Sunil File 26 60 1560
2025-01-19 00:00:00 South Ram Notebook 29 50 1450
2025-01-20 00:00:00 Central Sita Pen 27 20 540
2025-01-21 00:00:00 East Gita Marker 30 40 1200
2025-01-22 00:00:00 West Hari Pencil 24 10 240
2025-01-23 00:00:00 North Anita Eraser 18 5 90
2025-01-24 00:00:00 South Sunil File 19 60 1140
2025-01-25 00:00:00 Central Ram Notebook 15 50 750
2025-01-26 00:00:00 East Sita Pen 14 20 280
2025-01-27 00:00:00 West Gita Marker 22 40 880
2025-01-28 00:00:00 North Hari Pencil 20 10 200
2025-01-29 00:00:00 South Anita Eraser 13 5 65
2025-01-30 00:00:00 Central Sunil File 16 60 960
Sales trends over time (Line Chart)

Data
Date Sum of Units Sold Sum of Total Sales
2025-01-01 00:00:00 10 500
2025-01-02 00:00:00 20 400
2025-01-03 00:00:00 15 600
1800 35
2025-01-04 00:00:00 12 120
2025-01-05 00:00:00 18 90
1600
1560 30
2025-01-06 00:00:00 25 1500 1500
1450
2025-01-07 00:00:00 14 700
1400
2025-01-08 00:00:00 22 440 25
2025-01-09 00:00:00 19 1200
760 1205 1200
1140
2025-01-10 00:00:00 16 160 20
1000
2025-01-11 00:00:00 21 105 960
2025-01-12 00:00:00 13 780 880 Data
800 780 15 Column C
2025-01-13 00:00:00 17 1205 760 750
700
2025-01-14 00:00:00 28 560
600 600
560 540
2025-01-15 00:00:00 11 440 500 10
2025-01-16 00:00:00 23 230 440 440
400 400
2025-01-17 00:00:00 20 100 280
230 240 5
2025-01-18 00:00:00 26 1560
200
160
200
120 90 105 100
2025-01-19 00:00:00 29 1450 90 65
2025-01-20 00:00:00 27 5400 0 0
te 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87
2025-01-21 00:00:00 30 1200Da 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456
2025-01-22 00:00:00 24 240
2025-01-23 00:00:00 18 90
2025-01-24 00:00:00 19 1140
2025-01-25 00:00:00 15 750
2025-01-26 00:00:00 14 280
2025-01-27 00:00:00 22 880
2025-01-28 00:00:00 20 200
2025-01-29 00:00:00 13 65
2025-01-30 00:00:00 16 960
Total Result 577 18045

Sales by Region or Product (Column/Pie Chart) Total


Region Sum of Total Sales
Central 2940
East 3815
North 4095
South 4095
West 3100 Central
Total Result 18045 East
North
South
West
Total Result

Sales by Product (Column/Pie Chart)

Product Sum of Total Sales


Eraser 450
File 5940
Marker 3880
Notebook 4605
Pen 2220
Pencil 950
Total Result 18045
Total

20000

18000

16000

14000
📌 KPIs:
TOP PERFORMER TOP PERFORMER
12000
NRs. 18,045.00 #NAME? #NAME? Sum of Total Sales

10000
REGION SALESPERSON
Total Sales
8000
Region Salesperson
NRs. 601.50 6000
MAX #NAME? #NAME?
Daily Average Sales 4000
#NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME? 2000
#NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME?
0
#NAME? #NAME? #NAME? #NAME? Eraser File Marker Notebook Pen Pencil Total Result
#NAME? #NAME?

Slicers:
Add slicers for Region, Salesperson, or Product to filter dashboards interactively

This shape represents a slicer. This shape represents a slicer. This shape represents a slicer.
Slicers are supported in Excel Slicers are supported in Excel Slicers are supported in Excel
2010 or later. 2010 or later. 2010 or later.

If the shape was modified in an If the shape was modified in an If the shape was modified in
earlier version of Excel, or if earlier version of Excel, or if the an earlier version of Excel, or
the workbook was saved in workbook was saved in Excel if the workbook was saved in
Excel 2003 or earlier, the slicer 2003 or earlier, the slicer cannot Excel 2003 or earlier, the
cannot be used. be used. slicer cannot be used.
This shape represents a slicer. This shape represents a slicer. This shape represents a slicer.
Slicers are supported in Excel Slicers are supported in Excel Slicers are supported in Excel
Data
2010 or later. 2010 or later. 2010 or later.
Region Salesperson Date Sum of UniSum of Total Sales
Central If the shape was modified in an If the shape was modified in an If the shape was modified in
Anita earlier version
18 of Excel, or if90 earlier version of Excel, or if the an earlier version of Excel, or
the workbook was saved in workbook was saved in Excel if the workbook was saved in
### Excel 200318or earlier, the slicer
90 2003 or earlier, the slicer cannot Excel 2003 or earlier, the
Gita 11
cannot be used. 440 be used. slicer cannot be used.
### 11 440
Hari 16 160
### 16 160
Ram 15 750
### 15 750
Sita 27 540
### 27 540
Sunil 16 960
### 16 960
East
Anita 21 105
### 21 105
Gita 30 1200
### 30 1200
Hari 23 230
### 23 230
Ram 10 500
### 10 500
Sita 14 280
### 14 280
Sunil 25 1500
### 25 1500
North
Anita 18 90
### 18 90
Gita 15 600
### 15 600
Hari 20 200
### 20 200
Ram 17 1205
### 17 1205
Sita 22 440
### 22 440
Sunil 26 1560
### 26 1560
South
Anita 13 65
### 13 65
Gita 19 760
### 19 760
Hari 12 120
### 12 120
Ram 29 1450
### 29 1450
Sita 28 560
### 28 560
Sunil 19 1140
### 19 1140
West
Anita 20 100
### 20 100
Gita 22 880
### 22 880
Hari 24 240
### 24 240
Ram 14 700
### 14 700
Sita 20 400
### 20 400
Sunil 13 780
### 13 780
Total Result 577 18045
Professional Edge Global Pvt. Ltd.
Contact: 986171768

MONTHLY DASHBOARD

NRs. 18,045.00 #NAME? #NAME? NRs. 601.50

1800 35
TOTAL SALES REGION SALESPERSON DAILY AVERAGE SALES
1600
1560 30
1500
1450
1400
25
1200 1205 1200
1140
1000 20
960
880 Data
800 780 15 Column C
760 750
700
600 600
560 540
500 10
440 440
400 400
280 5
230 240
200 200
160
120 90 105 100 90 65
0 0 0
te 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87
Da 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456 456

Total Total
20000
18000
Central 16000
East 14000
North
12000
South
West 10000
Total Result 8000
6000
4000
2000
0
Eraser File Marker Notebook Pen Pencil Total Result
🧰 Power BI
1. Power Query (Get & Transform)
Data Connections: The file connects to the Excel dataset containing SalesData, ProductData, and CustomerData.
Transformations:
Merges SalesData with ProductData and CustomerData to create a comprehensive dataset.
Calculates Total Sales by multiplying Quantity and Unit Price.
Cleans and formats data for analysis.

2. Power Pivot (Data Modeling & DAX)


Relationships: Establishes relationships between the tables (SalesData, ProductData, CustomerData).

DAX Measures:
Total Sales: Sum of total sales.
Average Sales: Average sales per transaction.
Top Region: Identifies the region with the highest sales.
Top Salesperson: Identifies the salesperson with the highest sales.

3. Interactive Dashboard
Visualizations:
Line chart showing sales trends over time.
Bar chart comparing sales by region.
Pie chart depicting sales distribution by product.
KPI cards displaying total sales, top-performing region, top salesperson, and average daily sales.

Slicers:
Filters for Region, Salesperson, and Product to interactively explore the data.
tomerData.
Order ID Date Customer ID Product ID Quantity
ORD001 2025-01-01 00:00:00 CUST01 PROD01 2
ORD002 2025-01-02 00:00:00 CUST02 PROD02 3
ORD003 2025-01-03 00:00:00 CUST03 PROD03 1
ORD004 2025-01-04 00:00:00 CUST04 PROD04 5
ORD005 2025-01-05 00:00:00 CUST01 PROD05 4
ORD006 2025-01-06 00:00:00 CUST02 PROD01 6
ORD007 2025-01-07 00:00:00 CUST03 PROD02 2
ORD008 2025-01-08 00:00:00 CUST04 PROD03 1
ORD009 2025-01-09 00:00:00 CUST01 PROD04 3
ORD010 2025-01-10 00:00:00 CUST02 PROD05 4
ORD011 2025-01-11 00:00:00 CUST03 PROD01 5
ORD012 2025-01-12 00:00:00 CUST04 PROD02 2
ORD013 2025-01-13 00:00:00 CUST01 PROD03 1
ORD014 2025-01-14 00:00:00 CUST02 PROD04 6
ORD015 2025-01-15 00:00:00 CUST03 PROD05 3
ORD016 2025-01-16 00:00:00 CUST04 PROD01 2
ORD017 2025-01-17 00:00:00 CUST01 PROD02 4
ORD018 2025-01-18 00:00:00 CUST02 PROD03 5
ORD019 2025-01-19 00:00:00 CUST03 PROD04 3
ORD020 2025-01-20 00:00:00 CUST04 PROD05 2
Product ID Product Name Category Unit Price
PROD01 Notebook Stationery 50
PROD02 Pen Stationery 20
PROD03 Marker Stationery 40
PROD04 Pencil Stationery 10
PROD05 Eraser Stationery 5
Customer ID Customer Name Region
CUST01 Alpha Traders East
CUST02 Beta Books West
CUST03 Gamma Supplies North
CUST04 Delta Stores South

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