Project 2 - Efficient Supply Chain Data Reporting: Leveraging Power Query, Macro VBA, List Functions, and Data Validation in Excel

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 : Drive Link

You are working as Business Analyst in IJS Bank Limited. Currently your organization is working on Loan Applicant Clients for the current quarter. The Manager of the Branch asked you to analyze Loan Applicant’s data and to Present appropriate report on the shared data. The report should be demonstrated using Dashboard into MS Excel.

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

Separate Worksheet 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 workbook as same will be applied to the data of next quarter

Ans.:

Sub ApplyFormatting()
ActiveSheet.Range("A2").Select
ActiveWindow.FreezePanes = True
Range("A1:B10").Select
Selection.FormatConditions.AddColorScale ColorScaleType:=3
Selection.FormatConditions(Selection.FormatConditions.Count).SetFirstPriority
End Sub

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

Ans.:

Sub PrintSelectionToPDF()

Dim ThisRng As Range
Dim strFile As String
Dim myfile As Variant

If Selection.Count = 1 Then
Set ThisRng = Application.InputBox("Select a range", "Get Range", Type:=8)
Else
Set ThisRng = Selection
End If
strFile = "Selection" & "_" _
& Format(Now(), "yyyymmdd_hhmmss") _
& ".pdf"
strFile = ThisWorkbook.Path & "" & strFile

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

If myfile <> "False" Then
ThisRng.ExportAsFixedFormat Type:=xlTypePDF, Filename:= _
myfile, Quality:=xlQualityStandard, IncludeDocProperties:=True, _
IgnorePrintAreas:=False, OpenAfterPublish:=True
Else
MsgBox "No File Selected. PDF will not be saved", vbOKOnly, "No File Selected"
End If

End Sub

• Check Spelling mistakes in the workbook using VBA Code

Ans.:

Sub CheckSpelling()

Dim ws As Worksheet
Dim rngToCheck As Range
Dim cell As Range

Set ws = ActiveSheet
Set rngToCheck = ws.UsedRange

Application.DisplayAlerts = False
Application.ScreenUpdating = False

For Each cell In rngToCheck
If Not IsEmpty(cell) Then
cell.CheckSpelling
End If
Next cell

Application.DisplayAlerts = True
Application.ScreenUpdating = True

End Sub

Google Drive Link : https://drive.google.com/drive/folders/1rdOiNNBcNAMhlqAnEG2uhDv6xK4-HPcP?usp=share_link