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Assignment 01 - Text and Logical Functions Questions

The case study outlines tasks for analyzing and cleaning employee data for 365 Boot Camp using advanced Excel functions. It includes easy, medium, and hard questions that require transforming data such as names, emails, and salaries, as well as creating new columns for analysis. The assignment aims to enhance students' skills in data manipulation and logical reasoning within Excel.

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1964m.nawaz
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4 views3 pages

Assignment 01 - Text and Logical Functions Questions

The case study outlines tasks for analyzing and cleaning employee data for 365 Boot Camp using advanced Excel functions. It includes easy, medium, and hard questions that require transforming data such as names, emails, and salaries, as well as creating new columns for analysis. The assignment aims to enhance students' skills in data manipulation and logical reasoning within Excel.

Uploaded by

1964m.nawaz
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Case Study: Employee Analysis for 365 Boot Camp

Scenario: 365 Boot Camp maintains an employee database with information such as employee ID, full name,
department, job title, email, phone number, date of hire, salary, and office location. The raw data isn’t perfectly
formatted, for example, names are sometimes in lowercase or UPPERCASE, emails might need cleaning, and
various substrings must be extracted for analysis. Your task is to use advanced Excel text and logical functions
to transform, clean, and analyze this data.

Easy Questions (08)


1. Proper Case for Names: Convert the FullName column into Proper Case (e.g., “john doe” →
“John Doe”).

2. Email Lowercase: Convert all email addresses in the Email column to lowercase.

3. Job Title Uppercase: Change all text in the JobTitle column to uppercase.

4. Extract First and Last Name: Extract the first and last name from FullName (assuming the
name is separated by space).

5. Area Code Extraction: From the Phone number (formatted as “212-555-0100”), extract the
area code (first three digits).

6. Extract Email Username: Create a column that displays the part of the email before the “@”
symbol.

7. Extract Email Domain: Create a column that shows the part after the “@” in the email address.

8. Concatenate Employee Info: Create a new column by combining FullName and Department
with a separator (e.g., “John Doe - Sales”).

Medium Questions (05)


1. Proper Case Office Location: Convert the OfficeLocation field into proper case (e.g., “new
york” → “New York”) and also remove the unwanted space and non-printable characters from
the Office Location values.

2. Bonus Eligibility Flag: Flag an employee as “Eligible for Bonus” if Salary is greater than 90,000
or if they belong to the “Sales” or “Marketing” departments.

3. Create Initials: Generate a column that shows the initials (first letter of first and last names)
from FullName.

4. New Joiner Check: Create a column that returns “New Joiner” if DateOfHire is after January 1,
2018 and Salary is below 60,000; otherwise, “Established”.
5. Salary Performance Rating:

o Task: Using nested IF or SWITCH, assign a performance rating based on Salary ranges.

o Hint: For example, ≥100,000 = “Excellent”, 80,000–99,999 = “Very Good”, etc.

Hard Questions (05)


6. Advanced IT Employee Classification:

o Task: Create a nested formula that checks:

1. If the employee is in the IT department and earns more than 80,000 and was
hired before 2015, label as “Senior Tech”.

2. Else if in IT and earns more than 80,000 but hired in/after 2015, label “Junior
Tech”.

3. Otherwise, leave blank.

7. Multi-Criteria Salary & Department Rating:

o Task: Build a SWITCH formula with TRUE that classifies employees into four categories
based on Salary ranges and adjusts the rating if they are in “Finance” (e.g., add “ -
Financial Specialist”). Like for normal department use 50,000 as Low, 70,000 as
Medium, 90,000 as High else Executive, but if they’re in finance then 50,000 as Low –
Financial Specialist, 70,000 as Medium - Financial Specialist, etc.

o Hint: Nest SWITCH with IF.

8. Clean and Validate Phone Number:

o Task: Remove any dashes from the Phone number, then extract the area code, and
finally check if the area code matches a given list (e.g., “212”, “646”, “415”). Return
“Valid” or “Invalid”.

o Hint: Use SUBSTITUTE, LEFT, and nested IF with OR.

9. Complex Bonus Eligibility:

o Task: Construct a nested formula that determines bonus eligibility:

1. If Salary is above 95,000 and JobTitle contains “Manager”, or if the employee is


in “Sales” with a salary above 85,000, then return “Eligible”; otherwise, “Not
Eligible”.

o Hint: Use nested IF with AND/OR and FIND

10. Nested EmployeeID Analysis:


o Task: Extract characters 3 to 4 from EmployeeID and then use that substring to
determine a group: if the extracted value (when converted to a number) is less than 50,
label it “Group A”; otherwise, “Group B”.

o Hint: Use RIGHT, and IF.

Usage Instructions:
1. Load your 100-row employee dataset into Excel.

2. Add new columns corresponding to each question (e.g., “Proper FullName”, “First Name”,
“Salary Category”, “Bonus Eligibility”, etc.).

3. Write and test your formulas in the respective columns.

4. Validate your outputs against expected results.

This comprehensive Assignment encourages students to explore a wide variety of Excel functions, from
simple text manipulation to complex nested logic. Happy analyzing!

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