Altair Monarch Exercise 10 - Classic 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: Report Trapping, Calculated Fields, Analyze (Summary), Export by Key
  
• Systems of Record: Not Applicable
• Estimated Time to Solve: 15 mins
• Exercise files required are attached
  • 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*

*This can now be accomplished in Data Prep Studio, but can also be accomplished in Classic.

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.