Challenge

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

PROJECT-2

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 in 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 is Required for

  • Data Summary of All Female Clients for Income and Loan Amount using New Functions
  • Data Summary of All Male Clients 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 the 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

Note: Answered files are attached. As my drive is not supporting me to upload the excel file, screen shots are attached for your reference.

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