Project 2 - Create a report using PowerQuery, Macro VBA, List Functions and Data Validation functions for Data Reporting of Supply Chain Management companies

You can use Power Query to import to a single data source, such as an Excel workbook, or to multiple databases, feeds, or services scattered across the cloud. Data sources include data from the Web, files, databases, Azure, or even Excel tables in the current workbook.

VBA Macros use the Visual Basic Application in Excel to create custom user-generated functions and speed up manual tasks by creating automated processes. Additionally, VBA can be used to access the Windows Application Programming Interface (API).

Features of Dashboard

• Gender Ratio of Applicants
• Car Owner/ Non-Owner Ratio
• House Owner/ Non-Owner Ratio
• Client Income Type
• Client’s Level of Education
• Client’s Housing Type
• Client’s Family Status
• Client’s Occupation Type

A separate Worksheet is Required for

• Data Summary of All Female Client’s for Income and Loan Amount using New Functions
• Data Summary of All Male Client’s for Income and Loan Amount using List Functions
• Data Summary for all Flag Columns like (FLAG_DOCUMENT_2, FLAG_DOCUMENT_3, etc.) using all variants of DCOUNT function.

Other Deliverables

• Create a Macro for Data Formatting (Conditional Formatting, Freezing Panes) of the workbook as the same will be applied to the data of next quarter
• Create VBA Code to convert selected data into pdf from applicant data
• Check Spelling mistakes in the workbook using VBA Code

Sheet Link - https://drive.google.com/drive/folders/1cXCxjBH7qhCWyDSI_upsaJE9x9StP0Gw?usp=share_link