Tags: MAXX

Calculate rolling sum for the past week by ignoring blank cells

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Assume a simple dataset as shown in the image below (the input data is in columns A and B only.  The desired outcome is in columns C and D). The objective is to calculate the 7 days rolling sum and average (as shown in columns C and D) ignoring blank cells.  So in cell C8, […]

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Compute Relative Size Factor per vendor

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Relative size factor (RSF) is a test to identify anomalies where the largest amount for subsets in a given key is outside the norm for those subsets. This test compares the top two amounts for each subset and calculates the RSF for each. In order to identify potential fraudulent activities in invoice payment data, one […]

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Determine the most recent status after satisfying certain conditions

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Assume a three column dataset with Patient ID, Smoking Status and Review Date PatientID SmokingStatus ReviewDate P1 10-03-2018 P1 9 09-03-2018 P1 1 08-03-2018 P1 4 07-03-2018 P2 9 10-03-2018 P2 9 09-03-2018 P2 9 08-03-2018 P2 9 07-03-2018 P3 2 10-03-2018 P3 09-03-2018 P3 9 08-03-2018 P4 9 10-03-2018 P4 1 09-03-2018 P4 4 […]

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In a Pivot Table, compute highest revenue earned on any day from each customer and the date thereof

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Here’s a simple dataset showing the Date of sale, Customer Name and Sales amount. Date Customer Name Sales amount 12-03-2017 A 1 12-03-2017 A 2 12-03-2017 A 3 12-03-2017 B 4 12-03-2017 B 5 12-03-2017 B 6 12-03-2017 B 7 12-03-2017 B 8 13-03-2017 A 1 13-03-2017 A 1 The objective is to determine Customer […]

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In a Pivot Table, show the most frequently appearing text entry by a certain parameter

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Here’s a simple two column dataset Comment Identifier Intervals A 3pm-6pm A 9pm-12pm S 3pm-6pm S 3pm-6pm S 9pm-12pm A 9pm-12pm S 9pm-12pm D 3pm-6pm A 9pm-12pm A 9pm-12pm A 9pm-12pm A 3pm-6pm A 3pm-6pm For identifiers listed in column A, there are time intervals in column B. Note that for a certain identifier, a […]

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Consider a Pivot Table Value field column as a criteria for computing another Value Field column

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Assume a simple three column dataset showing hours worked by different machine on different dates.  So column A is Date, column B is Machine Name and column C is hours worked.  There are duplicates appearing in column A and B .  Blanks in column C depict machine idle time. The task is to create a simple […]

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Sales data modelling and interactive visualisations

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Visualise Sales Data of a Non-Alcoholic Beverage Company with basic columnar information such as Date of Sale, Time of Sale, Brand, Stock Keeping Unit (SKU), State, City, Quantity sold, Unit Price and Salesman Code.  In this sales dataset, each line item represents one visit for one SKU.  If nothing is sold in a certain visit, then the SKU […]

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Data slicing and analysis with the Power Pivot

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Visualise an MS Excel file with two worksheets: Employee headcount – a multi column dataset with information such as Employee code, Date of Joining, Age, Division, Department and Location.  Each row represents data for one employee.  The number of rows on this worksheet is approximately 700. Training Data – a multi column dataset with information […]

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