Exercise Files

You can download all Monarch exercise files here: Monarch Sample Files for Exercises

• Classic.pdf
• Tax Rates for Classic.xlsx

 

Exercise Overview

You are a Tax Accountant and you need to apply the appropriate tax rates to sales orders on the Classic.pdf file, so you can file taxes with the appropriate states. You need to perform the following tasks

• Extract the data from the Classic.pdf file
• Combine the Classic.pdf file to the Tax Rates
• Filter for just those states that have Non-Zero Tax Rates
• Export the Results to an Excel workbook with a tab for each State*
• Export the Results to an Excel Workbook for each State*

*Hint: You'll need to use Monarch Classic for this part.

 

Exercise Answer

Not sure you got the correct answer? No problem. Watch the video below for a demonstration of this exercise from start to finish.