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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.

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Carlene Mae Ugay
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© © All Rights Reserved
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Download as XLSX, PDF, TXT or read online on Scribd
0% 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.

Uploaded by

Carlene Mae Ugay
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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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.

March
February
Column Labels January

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