Exp19_Excel_Ch10_ML1_Dow_Jones

 

You are an intern for Hicks Financial, a small trading company  located in Toledo, Ohio. Your intern supervisor wants you to create a  report that details all trades made in February using current pricing  information from the Dow Jones Index. To complete the task, you will  import and shape data using Power Query. Then you will create data  connections and visualizations of the data.

Use   Get & Transform tools to import and transform Table 0 located in the file   e10m1Index.txt. Split the company column using space as the delimiter at the   left-most occurrence. Rename the respective columns Symbol and Company. Remove the columns Change, %Change, and   Volume. Name the table Dow and load it to the existing worksheet.
   Hint: Get Data is located on the Data tab in the Get & Transform Data   group.

Name the worksheet Current_Price.
   Hint: Double-click the worksheet tab to edit the sheet name.

Use Power Query to import trade   data located in the workbook Exp19_Excel_Ch10_GRADER_ML1-TradeInfo.csv.    Before loading the data, if necessary use the Power Query Editor to  remove   the columns that contain NULL values. Split the company column  using the left   most space as the delimiter and rename the respective  columns Symbol and Company Name.
   Hint: Get Data is located on the Data tab in the Get & Transform  Data   group. Click Edit on the Import window to load the Power Query  Editor. 

Rename the worksheet Trades.
   Hint: Double click the worksheet tab to edit the sheet name.

Add the Dow table and the Exp19_Excel_Ch10_GRADER_ML1-TradeInfo   table to the Data Model.
   Hint: Manage Data Model is located on the Data tab in the Data Tools group.

Use Power Pivot to create the   following relationship:
 

  Table
Exp19_Excel_Ch10_GRADER_ML1-TradeInfo
 

  Field
Symbol
 

  Table
Dow
 

  Field
Symbol
 

  Hint: Relationships is located on the Data tab in the Data Tools group.

Use Power Pivot to create a   PivotTable with the  EXP19_Excel_Ch110_GRADER_ML1_TradeInfo Date field as a   Filter, Last  Price as a value, and the Dow table Company Name as Rows.
 

  Hint: Power Pivot is an Excel add-in that must be loaded. Power  Pivot can be   loaded by accessing COM add-ins in Excel options. Once  loaded, the Power   Pivot tab is located on the Office ribbon.

Create a Clustered Column   PivotChart based on the PivotTable that compares the trading price of Apple   and Coca-Cola stocks.
 

  Hint: PivotChart is located on the Analyze tab in the Tools group.

Add the chart title Trading   Comparison,   apply Accounting Number Format to cells C4:C5, and name the worksheet Price_Comparison.
   Hint: Chart elements can be added or edited on the Design tab in the Chart   Layouts group. 

Delete Sheet 1, if necessary.
 

  Hint: Delete is located on the Home tab in the Cells group.