1. The document provides instructions for analyzing 1st quarter sales data using a PivotTable and PivotChart.
2. It instructs the user to filter the PivotTable and PivotChart to only show sales data for the South and East regions for a specific time period.
3. The final section displays an example of what the completed PivotTable and PivotChart should look like with the requested filters and formatting applied.
Download as XLSX, PDF, TXT or read online on Scribd
0 ratings0% found this document useful (0 votes)
97 views
Manalastas Topic9Exercise 1
1. The document provides instructions for analyzing 1st quarter sales data using a PivotTable and PivotChart.
2. It instructs the user to filter the PivotTable and PivotChart to only show sales data for the South and East regions for a specific time period.
3. The final section displays an example of what the completed PivotTable and PivotChart should look like with the requested filters and formatting applied.
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 9
INSTRUCTIONS:
1 Create a PivotTable from 1st Quarter Sales in a separate sheet.
2 We want to answer the question What is the total amount sold in each region? To do this, select R 3 In the Rows area, remove Region and replace it with Salesperson. 4 Add Month to the Columns area. 5 Change the number format of cells B5:E13 to Currency. Note: You might have to make columns C When you're finished, your workbook should look like this: region? To do this, select Region and Order Amount.
ht have to make columns C and D wider to see the values.
INSTRUCTIONS: 1 Open Sheet1. 2 In the Rows area, remove Region and replace it with Salesperson. 3 Insert a PivotChart and choose the type Line with Markers. 4 Insert a slicer for Regions. 5 Use the slicer to only show the South and East regions. 6 Change the PivotChart type to Stacked Column. 7 In the PivotChart Fields pane to the right, add Month to the Legend (Series) area. Note: You can When you're finished, your workbook should look like this: area. Note: You can also click the PivotTable and add Month to the Columns area for the same results. the same results. Salesperson Region Account Order Amount Month Albertson, Kathy East 29386 $925.00 January Albertson, Kathy East 74830 $875.00 February Albertson, Kathy East 90099 $500.00 February Albertson, Kathy East 74830 $350.00 March Brennan, Michael West 82853 $400.00 January Brennan, Michael West 72949 $850.00 January Brennan, Michael West 90044 $1,500.00 January Brennan, Michael West 82853 $550.00 February Brennan, Michael West 72949 $400.00 March Davis, William South 55223 $235.00 February Davis, William South 10354 $850.00 January Davis, William South 50192 $600.00 March Davis, William South 27589 $250.00 January Dumlao, Richard West 67275 $400.00 January Dumlao, Richard West 41828 $965.00 February Dumlao, Richard West 87543 $125.00 March Flores, Tia South 97446 $1,500.00 March Flores, Tia South 41400 $305.00 January Flores, Tia South 30974 $1,350.00 January Flores, Tia South 41400 $435.00 February Flores, Tia South 30974 $550.00 February Flores, Tia South 30974 $425.00 March Post, Melissa East 78532 $765.00 January Post, Melissa East 78532 $150.00 February Post, Melissa East 65532 $425.00 February Post, Melissa East 78532 $350.00 March Thompson, Shannon North 91987 $875.00 January Thompson, Shannon North 91041 $265.00 January Thompson, Shannon North 91987 $375.00 February Thompson, Shannon North 91041 $1,345.00 February Thompson, Shannon North 91987 $300.00 March Walters, Chris South 55667 $225.00 January Walters, Chris South 54393 $105.00 January Walters, Chris South 40028 $25.00 January Walters, Chris South 55667 $155.00 February Walters, Chris South 54393 $2,600.00 February Walters, Chris South 54393 $225.00 March Walters, Chris South 55667 $785.00 March Walters, Chris South 27589 $255.00 March Sum - Order Amount Month Salesperson January February March Total Result Albertson, Kathy $925.00 $1,375.00 $350.00 $2,650.00 Brennan, Michael $2,750.00 $550.00 $400.00 $3,700.00 Davis, William $1,100.00 $235.00 $600.00 $1,935.00 Dumlao, Richard $400.00 $965.00 $125.00 $1,490.00 Flores, Tia $1,655.00 $985.00 $1,925.00 $4,565.00 Post, Melissa $765.00 $575.00 $350.00 $1,690.00 Thompson, Shannon $1,140.00 $1,720.00 $300.00 $3,160.00 Walters, Chris $355.00 $2,755.00 $1,265.00 $4,375.00 Total Result $9,090.00 $9,160.00 $5,315.00 $23,565.00 Sum of Order Amount Column Labels Row Labels January February March Grand Total Albertson, Kathy 925 1375 350 2650 Davis, William 1100 235 600 1935 Flores, Tia 1655 985 1925 4565 Post, Melissa 765 575 350 1690 Walters, Chris 355 2755 1265 4375 Grand Total 4800 5925 4490 15215 16000 14000 12000 10000 8000 6000 March 4000 February Column Labels January 2000 0 This shape represents a slicer. Slicers are supported in Excel 2010 or later.
If the shape was modified
in an earlier version of Excel, or if the workbook was saved in Excel 2003 or earlier, the slicer cannot be used.