Due 1 December total points 15%
Creating a project in Excel with Power Query, Pivot Tables, and multiple sheets is a great way to teach them various Excel skills.
Project Overview:
Create an Excel workbook with four sheets, each containing a dataset with 10 rows and 5 columns. The main objectives are to use Power
Query to import data, create Pivot Tables, and format the sheets appropriately.
Step 1: Create a New Workbook
1. Open Microsoft Excel.
2. Create a new workbook.
Step 2: Set Up Data Sheets
1. Rename Sheet1 to “Data 1”.
2. Rename Sheet2 to “Data 2”.
3. Rename Sheet3 to “Data 3”.
4. Rename Sheet4 to “Data 4”.
Step 3: Enter Sample Data
For each of the data sheets (Data 1, Data 2, Data 3, Data 4), enter sample data. You mentioned each sheet should have 10 rows and 5
columns. Populate each sheet with random data for practice.
Step 4: Create a Connection with Power Query
1. Select one of the data sheets (e.g., Data 1).
2. Go to the “Data” tab.
3. Click on “Get Data” or “Get & Transform Data” (depending on your Excel version).
4. Choose “From Table/Range.”
5. In the Power Query Editor, perform some data transformations like adding a new column, filtering data, or sorting. This will
demonstrate Power Query capabilities.
Step 5: Load Data to Excel
1. After editing data in Power Query, click “Close & Load” to import the data back into your Excel workbook.
2. Choose to load the data into a new worksheet (e.g., “Data 1 Output”).
Step 6: Create Pivot Tables
1. In the same worksheet where you loaded the data (e.g., “Data 1 Output”), select any cell within the dataset.
2. Go to the “Insert” tab.
3. Click on “PivotTable” and create a PivotTable.
4. Experiment with PivotTable fields, such as placing data in rows, columns, and values.
Step 7: Repeat Steps 4-6 for the Other Sheets
Repeat Steps 4-6 for each of the remaining data sheets (Data 2, Data 3, Data 4).
Step 8: Format the Sheets
1. Format the sheets as necessary to make the data and PivotTables presentable.
2. You can add titles, bold headers, and apply cell formatting.
3. Apply different functions such as average, maximum, filter, trim, subtotal
Step 9: Save the Workbook
Save the Excel workbook with an appropriate name (e.g., “ExcelProject.xlsx”).
Step 10: Evaluation
Have your student perform the following tasks:
– Open the workbook.
– Navigate through the sheets.
– Observe the Power Query transformations.
– Interact with the PivotTables (e.g., change row/column fields).
– Present their findings from PivotTables.
– prepare report include challenge and recommendation
This project should provide your student with practical experience in data import, transformation, and analysis using Power Query and
PivotTables in Excel.