PowerPivot | Transforming data (Power Query) exercise | Import financial data, and split it into different columns

This exercise is provided to allow potential course delegates to choose the correct Wise Owl Microsoft training course, and may not be reproduced in whole or in part in any format without the prior written consent of Wise Owl.

You can learn how to do this exercise on the relevant Wise Owl classroom training course (sadly for the moment only in the UK).

Software ==> PowerPivot  (75 exercises)
Version ==> Excel 2016 and later
Topic ==> Transforming data (Power Query)  (7 exercises)
Level ==> Average difficulty
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In a new workbook, use Power Query to load data from the Exchange Rates table in the Tables workbook:

The initial data

Initially the data looks like this.

 

Load this into a PowerPivot data model, splitting the currencies:

Currency data

As a bonus task, filter the data to exclude the (pointless) GBP to GBP exchange rate.

 

Too easy?  Load data from the Share Prices worksheet in the Tables workbook:

Investments data

The investment symbol needs splitting out, and the price should be numeric.

 

Split the investment into the name and code, and make the price into a number, to get something like this:

Sorted investments

Investments sorted by the Change column, with the highest value first. You should filter the table in Power Query to omit any investments whose prices contain $ or € symbols.  You can type in a € by pressing Alt + Ctrl + 4.

Save this workbook as Splitting Shares, then close it down.

You can unzip this file to see the answers to this exercise, although please remember this is for your personal use only.
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