Bookk 1
Bookk 1
Create a waterfall chart to visualize the changes in net income over the months.
Add subtotals to the chart for revenue and expenses.
Employee Performance Score
John 85
Jane 90
Alice 78
Bob 88
Assignment:
Use the compound interest formula to calculate the future value of each investment.
Create a table showing the future value based on the given principal, rate, and period.
Height (cmWeight (kg)
160 55
165 60
170 65
175 70
180 75
Assignment:
Create a scatter plot to visualize the relationship between height and weight.
Add a trendline to the scatter plot and display the equation of the line.
Product IDProduct N Price
1 Widget A 25
2 Widget B 30
3 Widget C 35
4 Widget D 40
Assignment:
Use the INDEX and MATCH functions to find the price of "Widget C" based on its Product ID.
Create a formula to retrieve the product name based on the price.
Employee Name DepartmenSalary
1 Alice Sales 50000
2 Bob Marketing 60000
3 Carol Sales 55000
4 David IT 70000
5 Emma Marketing 62000
Assignment:
Use Advanced Filters to display employees who work in the Sales department with a salary greater than 50000.
Create a list of employees matching the criteria.
ter than 50000.
Date Event
8/1/2024 Team Meeting
8/15/2024 Project Deadline
8/30/2024 Review Meeting
Create a calendar for August 2024.
Use conditional formatting to highlight dates with scheduled events.
Category
Electronics
Furniture
Clothing
Assignment:
Create a dropdown list for selecting product categories using data validation.
Ensure that only valid categories from the list can be entered in a new column.
Quarter Sales
Q1 1000
Q2 1200
Q3 1100
Q4 1300
Assignment:
Create a dashboard with multiple charts showing sales performance by region and quarter.
Include line charts for trends and pie charts for regional sales distribution.
Order ID Amount
1 150
2 200
3 250
Order ID Customer Name
1 Alice
2 Bob Use Power Query to merge Sales Data and Customer Data into a single ta
3 Carol Create a table that shows the Customer Name and Amount for each order
d Customer Data into a single table.
ame and Amount for each order.
Product Region Sales
A North 5000
A South 6000
B North 4000
B South 5000
Assignment:
Create a KPI tracker with visual indicators (e.g., traffic lights) to show how well targets are being met.
Use conditional formatting to highlight KPIs that are below target.
SalespersoSales Amount
Alice 10000
Bob 15000
Carol 12000
David 18000
Assignment:
Customer Name
1001 Alice
1002 Bob
Assignment:
Create a data model with relationships between Orders and Customers.
Use the data model to create a report showing customer names and their total order amounts.
Account Amount
Revenue 50000
Expenses 30000
Net Incom 20000
Assignment:
Create a financial statement with sections for Revenue, Expenses, and Net Income.
Use formulas to calculate the Net Income from Revenue and Expenses.
Month Sales
Jan 5000
Feb 6000
Mar 5500
Apr 7000
Assignment:
Create a Gantt chart to visualize the project tasks and their dependencies.
Highlight tasks that are dependent on the completion of previous tasks.
Loan AmouAnnual RatTerm (Years)
10000 5 3
15000 4.5 5
20000 6 7
Assignment:
Use the PMT function to calculate the monthly payment for each loan.
Create a table showing the loan amount, annual rate, term, and calculated monthly payment.
Month City A City B
Jan 30 25
Feb 32 27
Mar 35 30
Apr 40 35
Assignment:
Create a line chart to compare the temperature trends of City A and City B.
Add a legend to the chart to differentiate between the two cities.
Quarter Sales
Q1 5000
Q2 6000
Q3 7000
Q4 8000
Assignment:
Use the OFFSET function to create a dynamic range for sales data.
Create a chart that updates automatically when new sales data is added.
Product Region Sales
A North 5000
A South 6000
B North 4000
B South 5000
Assignment:
Create a waterfall chart to visualize the net change in revenue each month.
Highlight positive and negative changes in different colors.
Product
Widget A
Widget B
Widget C
Assignment:
Use the Goal Seek tool to determine the required annual rate to achieve a future value of 20000.
Display the results in the table.
Product Sales Q1 Sales Q2 Sales Q3 Sales Q4
A 10000 12000 11000 13000
B 15000 16000 14000 17000
Assignment:
Use the FORECAST function to predict revenue for the next quarter.
Create a line chart to visualize historical and forecasted revenue.
Company Market Share (%)
A 40
B 25
C 20
D 15
Assignment:
Use the XLOOKUP function to find the stock for "Widget C" based on its Product ID.
Create a formula to retrieve the product name based on stock quantity.
Date Amount Category
8/1/2024 1000 A
8/2/2024 1500 B Use Power Query to transform the data (e.g., filte
8/3/2024 2000 A Create a new table showing total sales by categor
transform the data (e.g., filter, group by category, sum amounts).
howing total sales by category.
Student Score
A 85
B 90
C 78
D 92
E 88
F 85
Assignment:
Use the SUBTOTAL function to calculate the total sales for the visible rows after applying a filter.
Apply a filter to show only sales greater than 12000 and calculate the subtotal.
Defect TypCount
A 50
B 30
C 20
D 10
Assignment:
Create a data table to analyze how changes in the interest rate affect the monthly payment.
Set up a two-variable data table to analyze the impact of both interest rate and loan term on the payment.
Product IDSales
1 1234.56
2 7890.12
3 4567.89
Assignment:
Use the TEXT function to format sales values with currency symbols and two decimal places.
Create a column showing formatted sales values.
Region Sales
North 10000
South 15000
East 12000
West 18000
Assignment:
Use the TRANSPOSE function to convert the row of monthly sales data into a column.
Create a new table with the transposed data.
Stock SymShares Purchase PCurrent Price
AAPL 10 150 175
MSFT 5 200 210
GOOG 8 2500 2800
Assignment:
Calculate the total investment value for each stock based on the current price.
Create a column to show the profit or loss for each stock.
Variable 1 Variable 2 Variable 3
10 15 20
20 25 30
30 35 40
Assignment:
Use the IFS function to assign letter grades based on the score (e.g., A for 85+, B for 70-84, etc.).
Create a new column showing the letter grades.
Scenario Revenue Expenses Profit
Base Case 100000 50000 50000
Best Case 120000 45000 75000
Worst Cas 80000 60000 20000
Assignment:
Use the Scenario Manager to create different scenarios (Base Case, Best Case, Worst Case).
Analyze the impact of different scenarios on profit.
Month Revenue
Jan 10000
Feb 12000
Mar 11000
Apr 13000
Assignment:
Use the RAND function to generate random decimal values between 0 and 1.
Use the RANDBETWEEN function to generate random integers within a specified range.
Stage Count
Leads 500
Qualified 200
Proposal 100
Closed Dea 50
Assignment:
Use the VLOOKUP function to find the price of "Widget B" based on its Product ID.
Create a formula to retrieve the product name based on the price.
Item Quantity Unit Price Total
Product A 2 50 ?
Product B 3 30 ?
Assignment:
Create an Excel template for invoicing with fields for item, quantity, unit price, and total.
Use formulas to calculate the total cost for each item and the grand total.
Product Quantity Unit Price
A 10 5
B 15 7
C 20 6
Assignment:
Use an array formula to calculate the total sales amount for each product (Quantity * Unit Price).
Create a column showing the total sales amount.
KPI Target Actual
Sales Growth 10% 8% Create a custom dashboard wi
Customer Retention 90% 85% Use conditional formatting to
Average Order Value 50 55
Create a custom dashboard with KPIs showing targets and actual values.
Use conditional formatting to highlight KPIs that meet or miss targets.
Month Sales
Jan 10000
Feb 12000
Mar 11000
Apr 13000
Assignment:
Apply conditional formatting to highlight sales values that are above average.
Create a color scale to show trends in monthly sales data.
Month Sales Expenses
Jan 10000 5000
Feb 12000 6000
Mar 11000 5500
Apr 13000 7000
Assignment:
Create a combination chart to show both sales and expenses for each month.
Use a line for sales and a column for expenses.
Year Initial Pop Growth Rate (%)
2020 50000 2
2021 51000 2
2022 52000 2
Assignment:
Use the POWER function to calculate the population for each year assuming continuous growth.
Create a column showing the projected population for the next 5 years.
Category Amount
Rent 1200
Groceries 300
Utilities 150
Transporta 100
Assignment:
Create a dynamic tracker using data validation to select different expense categories.
Use SUMIF to calculate the total amount spent per category.
Sun Mon Tue Wed Thu Fri Sat
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
Assignment:
Create a heat map to visualize the sales performance for each week.
Use color scales to highlight weeks with higher and lower sales.
Payment NPayment Date Principal Interest Total Payment
1 8/1/2024 2000 50 2050
2 9/1/2024 2000 45 2045 Create a complete loan amortization
3 10/1/2024 2000 40 2040 Use formulas to calculate principal a
omplete loan amortization schedule showing payment no, date, principal, interest, and total payment.
ulas to calculate principal and interest for each payment.
Month Sales
Jan 1000
Feb 1200
Mar 1100
Apr 1300
Assignment:
Use the CHOOSE function to retrieve sales data for a specific month based on a numeric input.
Create a formula to display the sales for a month selected from a dropdown list.
Category Budget Actual
Personnel 5000 4800
Materials 2000 1900
Equipment 1500 1600
Miscellane 500 400
Assignment:
Create a budget planner showing categories, budgeted amount, and actual spending.
Calculate the variance between budgeted and actual amounts for each category.
Account Amount
Revenue 50000
Cost of Goods Sold 20000
Gross Profit ?
Operating Expenses 15000
Net Profit ?
Create a Profit and Loss statement with sections for Revenue, Cost of Goods Sold, Gross Profit, Operating Expenses, and Net P
Use formulas to calculate Gross Profit and Net Profit.
Operating Expenses, and Net Profit.
Region Product Sales
North A 5000
South B 6000
North B 4000
South A 3000
Assignment:
Use the INDIRECT function to create a formula that dynamically references sales data for a specific month.
Create a summary table showing sales data for selected months.
cific month.
Celsius Fahrenheit
0?
10 ?
20 ?
Assignment:
Use the Subtotal function to calculate the subtotal of sales for each product.
Create a summary report with subtotals and grand totals.
Month Sales
Jan 5000
Feb 6000
Mar 5500
Apr 7000
Assignment:
Create a trend line chart to analyze the sales trend over the months.
Use the TREND function to add a trendline to the chart.
Product Sales
A 5000
B 6000
C 5500
D 7000
Assignment:
Use the FILTER function to extract sales data for a specific region (e.g., North).
Create a filtered view showing only the sales data for the selected region.