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This repo contains the tasks included in the JPMorgan Chase & Co. Excel Skills Simulation Program.

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Sanjana-Janagani/JPMorgan-Chase-and-Co-Excel-Skills-Simulation

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JPMorgan-Chase-Co.-Excel-Skills-Simulation

TASK 1 : The task is to learn some key Excel shortcuts, practice them in Excel. Common shortcuts to know include the following.

Spreadsheet actions and movement:

  • Save: Ctrl-S
  • Print: Ctrl-P
  • Undo: Ctrl-Z
  • Redo: Ctrl-Y
  • Jump to Bottom of Data: Ctrl-Down Arrow
  • Jump to Top of Data: Ctrl-Up Arrow
  • Go to Previous Sheet: Ctrl-Page Up
  • Go to Next Sheet: Ctrl-Page Down

Data selection:

  • Select All Data in Column: Ctrl-Shift-Down Arrow
  • Select Whole Column: Ctrl-Space
  • Select All Data in Row: Shift-Space
  • Select All Data in Region: Ctrl-A

Data Editing:

  • Filter: Ctrl-Shift-L
  • Find: Ctrl-F
  • Flash Fill: Ctrl-E
  • Select Discontinuous Cells: Shift-F8
  • Spell Check: F7
  • Automatically Add Sum Totals for Columns and/or Rows: Alt-=
  • Remove Duplicates: Alt-A-M
  • Sort A-Z: Alt-A-S-A
  • Sort Z-A: Alt-A-S-D
  • Delete Row: Ctrl-Minus
  • Copy Selected Object or Data: Ctrl-D

Data Formatting:

  • Format Cells: Ctrl-1
  • Create Data Table: Ctrl-T
  • Autoformat Data Tables: Alt-O-A
  • Format As Currency: Ctrl-Shift-4
  • Format As 2 Decimal Place Number: Ctrl-Shift-1

TASK 2 :

The task is to use the conditional formatting tools to do the following explorations of the data:

  1. Highlight any cells with formula errors in purple with white text.
  2. Highlight any cells with missing values in yellow.
  3. Identify accounts that have not been cross-sold with Product 2 by highlighting the appropriate Product 2 cells in orange.
  4. Identify accounts that have a 5-year sales CAGR of at least 100% by highlighting the appropriate CAGR cells in green and any accounts with a negative CAGR in red with white text.
  5. Identify accounts in the top 10% of unit sales for 2021 by highlighting the appropriate 2021 unit sales cells in blue.

TASK 3 :

Create two macros and associated buttons:

  1. A macro to sort the entire spreadsheet by 5 YR CAGR in descending order to see which accounts have the highest overall 5-year sales growth
  2. A macro to sort the entire spreadsheet by 2021 unit sales in descending order to see which accounts have the highest overall unit sales in 2021

TASK 4 :

Create a simple dashboard using the account sales dataset.

TASK 5 :

To write a short PowerPoint presentation to communicate key insights and data from your analysis and visualization work in the prior task.

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This repo contains the tasks included in the JPMorgan Chase & Co. Excel Skills Simulation Program.

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