Challenge

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

Google Drive Link: https://drive.google.com/drive/u/1/folders/136IRuQNgk322K0V7n-iPsSlLtCKpp7TW

Q1. Features of Dashboard ( Dashboard is in EXCEL)

  • Gender Ratio of Applicants:

COUNT GenderRatio (Pie Chart in Excel)

105059 M 34.16431%
202448 F 65.83439%
4 XNA 0.00130%
307511
  • Car Owner/ Non-Owner Ratio:
Car Owner/Non Car Owner Ratio
Count Answer Ratio
104587 Y 34.010816%
202924 N 65.989184%
307511
  • House Owner/ Non-Owner Ratio:
House Owner/Non House Owner Ratio
Count Answer Ratio
213312 Y 69.36727%
94199 N 30.63273%
307511
  • Client Income Type:

Row Labels Count of NAME_INCOME_TYPE Grand Total307511

Businessman 10
Commercial associate 71617
Maternity leave 5
Pensioner 55362
State servant 21703
Student 18
Unemployed 22
Working 158774
  • Client’s Level of Education:

Clients Education Type Count Grand Total307511

Academic degree 164
Higher education 74863
Incomplete higher 10277
Lower secondary 3816
Secondary / secondary special 218391
  • Client’s Housing Type

Housing Type Count of NAME_HOUSING_TYPE Grand Total307511

Co-op apartment 1122
House / apartment 272868
Municipal apartment 11183
Office apartment 2617
Rented apartment 4881
With parents 14840
  • Client’s Family Status:

Row Labels Count of NAME_FAMILY_STATUS Grand Total307511

Civil marriage 29775
Married 196432
Separated 19770
Single / not married 45444
Unknown 2
Widow 16088
  • Client’s Occupation Type:

Row Labels Count of OCCUPATION_TYPE Grand Total211120

Accountants 9813
Cleaning staff 4653
Cooking staff 5946
Core staff 27570
Drivers 18603
High skill tech staff 11380
HR staff 563
IT staff 526
Laborers 55186
Low-skill Laborers 2093
Managers 21371
Medicine staff 8537
Private service staff 2652
Realty agents 751
Sales staff 32102
Secretaries 1305
Security staff 6721
Waiters/barmen staff 1348
Blanks 96931

Q2.

  • Data Summary of All Female Client’s for Income and Loan Amount using New Functions
DATA SUMMARY FOR MALES
Income Amt
Total Income 20318041019
Total Count of males 105059
Average Income of males 193396.4822
Maximum Income 18000090
Minimum Income 27000
Standrad Deviation (Income) 134597.1695
STDEV Population (Income) 134596.529
Variance(Income) 18116398046
VAR Population(Income) 18116225605
Loan Amt
Total Loan Amount 64201050311
Maximum Loan 4050000
Minimum Loan 45000
Avreage Loan 611095.1971
Standrad Deviation (Loan) 411524.1856
STDEV Population (Loan) 411522.2271
Variance(Loan) 1.69352E+11
VAR Population(Loan) 1.69351E+11
  • Data Summary of All Male Client’s for Income and Loan Amount using List Functions
DATA SUMMARY FOR FEMALES
Income Amt
Total Income 31588428942
Total Count of females 202448
Average Income of females 156032.3092
Maximum Income 117000000
Minimum Income 25650
Standrad Deviation (Income) 274825.5926
STDEV Population (Income) 274824.9138
Variance(Income) 75529106332
VAR Population(Income) 75528733253
Loan Amt
Total Loan Amount 1.20004E+11
Maximum Loan 4050000
Minimum Loan 45000
Avreage Loan 592766.7173
Standrad Deviation (Loan) 397581.6183
STDEV Population (Loan) 397580.6364
Variance(Loan) 1.58071E+11
VAR Population(Loan) 1.5807E+11
  • Data Summary for all Flag Columns like (FLAG_DOCUMENT_2, FLAG_DOCUMENT_3 etc.) using all variants of DCOUNT function.
FLAG Documents Count of 0 Count of 1
FLAG_DOCUMENT_2 307498 13
FLAG_DOCUMENT_3 89171 218340
FLAG_DOCUMENT_4 307486 25
FLAG_DOCUMENT_5 302863 4648
FLAG_DOCUMENT_6 280433 27078
FLAG_DOCUMENT_7 307452 59
FLAG_DOCUMENT_8 282487 25024
FLAG_DOCUMENT_9 306313 1198
FLAG_DOCUMENT_10 307504 7
FLAG_DOCUMENT_11 306308 1203
FLAG_DOCUMENT_12 307509 2
FLAG_DOCUMENT_13 306427 1084
FLAG_DOCUMENT_14 306608 903
FLAG_DOCUMENT_15 307139 372
FLAG_DOCUMENT_16 304458 3053
FLAG_DOCUMENT_17 307429 82
FLAG_DOCUMENT_18 305011 2500
FLAG_DOCUMENT_19 307328 183
FLAG_DOCUMENT_20 307355 156
FLAG_DOCUMENT_21 307408

103

Q3.

  • Create a Macro for Data Formatting (Conditional Formatting, Freezing Panes) of workbook as same will be applied to the data of next quarter

To view the macro

View>Macros>View Macros (Names as FormattingMACRO)

  • Create VBA Code to convert selected data into pdf from applicant data:

Sub ConvertSelectionToPDF()

Dim selectedRange As Range
Dim saveFile As String
Dim chosenFile As Variant

If Selection.Count = 1 Then
Set selectedRange = Application.InputBox("Select a range to convert and save as PDF", "Select Data to convert into PDF", Type:=8)
Else
Set selectedRange = Selection
End If

'Prompt for save location
saveFile = "Selected_Data_" _
& Format(Now(), "yyyymmdd_hhmmss") _
& ".pdf"
saveFile = ThisWorkbook.Path & "" & saveFile

chosenFile = Application.GetSaveAsFilename _
(InitialFileName:=saveFile, _
FileFilter:="PDF Files (*.pdf), *.pdf", _
Title:="Select Folder and File Name to Save as PDF")

If chosenFile <> "False" Then 'save as PDF
selectedRange.ExportAsFixedFormat Type:=xlTypePDF, Filename:= _
chosenFile, Quality:=xlQualityStandard, IncludeDocProperties:=True, _
IgnorePrintAreas:=False, OpenAfterPublish:=True
Else
MsgBox "No File is Selected. Therefore, PDF will not be saved", vbOKOnly, "No File Selected"
End If

End Sub

  • Check Spelling mistakes in the workbook using VBA Code:

Sub HighlightMisspellings()

Dim cell As Range

For Each cell In ActiveSheet.UsedRange

'Check the spelling and if it's incorrect, then change the cell color to red

If Not Application.CheckSpelling(word:=cell.Text) Then

cell.Interior.Color = RGB(255, 0, 0)

End If

Next cell

End Sub

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