Monarch Exercise 36 - Classic YTD Sales and Tax Rates

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Exercise Info

• Application (Classic vs Data Prep Studio): Data Prep Studio
  
• Level of Difficulty (Beginner, Intermediate, Advanced): Intermediate
• Skills/Features Tested:  Append & Join
  
• Systems of Record: Not Applicable
  
• Estimated Time to Solve: 15 mins
• Exercise files required are attached Below;
  
  • Classic_Jan.xlsx
  • Classic_Feb.xlsx
  • Classic_Mar.xlsx
  • Classic_Apr.xlsx
  • Tax Rates for Classic.xlsx

Exercise Overview

You are a business analyst at a Retail Brand company and your manager has asked you to perform the following tasks using monthly sales and Tax Rates:

1. Create a YTD Sales Table by coming Jan-Mar for the Classic files.
2. Join the YTD Sales data to the Tax Rates Table to identify tax rates for the US States
3. Create a summary with subtotals by Ship Quarter, and Ship Month

Answer

• Please upload your answers below in the comment section for the exercise
• A Video Answer to the question will be published within 7-10 days on the Monarch Succcess Plan page in the 'Monarch Exercises' section.

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Classic_Apr.xlsx

Classic_Feb.xlsx

Classic_Jan.xlsx

Classic_Mar.xlsx

Tax Rates for Classic.xlsx