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Advance Excel 3

The document contains instructions for creating a dashboard in Excel using a pivot table to analyze sales data covering month-wise revenue, product-wise revenue, and city-wise revenue. The pivot table will include slicer filters for region and sales representative. Sample sales data is provided including order details like ID, date, city, salesperson, region, product, price, quantity, and revenue.

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GOVIND SHARMA
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© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
19 views

Advance Excel 3

The document contains instructions for creating a dashboard in Excel using a pivot table to analyze sales data covering month-wise revenue, product-wise revenue, and city-wise revenue. The pivot table will include slicer filters for region and sales representative. Sample sales data is provided including order details like ID, date, city, salesperson, region, product, price, quantity, and revenue.

Uploaded by

GOVIND SHARMA
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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IF function

If salesmen is able to achieve sales above 100000 then he is eligib


Logical operators Salesmen Sales Eligible
= Equal to SRK 60103
<> Not Equal to Ajay 70656
> Greater Than Akshay 105139
< Less Than Ranveer 76857
>= Greater Than OR Equal to Salman 127012
<= Less Than OR Equal to Abhishek 84475
Vivek 101326

NESTED IF / IFS

You are required to calculate Grade of MBA students as per criteria given?
Name of the students % Grade
Mr. Hudda 50%
Mrs. Kapoor 78%
Mr. Khan 55%
Mrs. Shetty 93%
Mr. Shinde 75%

Criteria % Grade
>= 90% A
>= 85% B
>= 75% C
< 75% D
es above 100000 then he is eligible for bonus. Identify which salesmen is eligible for bonus
SUMIFS, AVERAGEIFS, COUNTIFS

No. of Surgeries
Date Full Workforce Performed SUMIFS

01/Jul/2023 No 106 Q. Total Surgeries Performed when Full Workforce = Yes?


02/Jul/2023 Yes 111
03/Jul/2023 Yes 115
04/Jul/2023 Yes 104 AVERAGEIFS
05/Jul/2023 Yes 79 Q. Average No. of Surgeries Performed when Full Workforc
06/Jul/2023 Yes 122
07/Jul/2023 No 92
08/Jul/2023 No 114 COUNTIFS
09/Jul/2023 Yes 102 Q. Count the days when there was No full workforce
10/Jul/2023 No 114
11/Jul/2023 Yes 85
12/Jul/2023 No 83
13/Jul/2023 No 106
14/Jul/2023 No 97
15/Jul/2023 Yes 108
med when Full Workforce = Yes?

es Performed when Full Workforce = No?

n there was No full workforce


VLOOKUP

Sr No ID Teacher wages
1 18 Cooper 26989 Q. For the ID, find the name of the teacher
2 15 Elizabeth 25009
3 12 Violet 25708 ID Teacher
4 24 Jackson 23979 7 Mary
5 10 Park 21843 WAGES 26937
6 8 Mcdonald 23332
7 3 hompson 20675
8 5 Angelica 24775
9 13 Carolyn 22245
10 2 Clifton 20280
11 19 Derrick 25792
12 17 Devin 25973
13 21 Dewey 28542
14 23 Jeanette 20598
15 1 Jenna 26541
16 9 Julian 20640
17 22 Lynn 22696
18 25 Marsha 21582
19 6 Nicholas 28470
20 11 Phillip 27753
21 4 Russell 21331
22 7 Mary 26937
23 14 Maxine 29590
24 20 Mildred 20052
25 16 Stacey 25397

table 1
Id names
1 Russell
2 Mary
3 Maxine
4 Mildred
5 Stacey

table 2
names Wages
Russell 21331
Mary 26937
Maxine 29590
Mildred 20052
Stacey 25397
Wages
4 20052
Sum of Revenue Total
$119,391.83 12
Filter
10

Sales qty Sales Amount


8
MUMBAI
6
DELHI
BANGALORE
4 PUNE

0
1 1 93 9 1 . 8 3
Total

Sales Amount

Column B
Product Name Sum of Revenue
Green Tea $19,209.70
Coffee $13,303.63
Tomotao ketchu $11,864.37
Total
Cake $11,700.45
Eclairs $10,760.44 25000

Coke $8,008.80
Chocolate $7,285.04 20000

Bread $5,782.00
Pineapple Jam $4,632.00 15000
Fudge $4,596.91
Musturd Oil $3,485.00 10000
Wine $2,741.50
Pizza $2,737.40 5000
Apple Jam $2,653.35
Tea $2,507.49 0
Green Tea Coffee Tomotao Cake
Basil $1,999.00 ketchup
Butter $1,990.00
Burger $1,045.65
Soup $788.10
Brown Rice $627.00
Cabbage $525.00
Coconuts $520.20
Rice $448.80
Cheese $180.00
Total Result $119,391.83
Total

Sum of Revenue

Tomotao Cake
ketchup
MonthWISE Revenue
12

10

Column B
6

0
1 1 93 9 1 . 8 3

CITYWISE REVENUE
3600

3500

3400

3300

3200 Sum of Revenue

3100

3000

2900

2800

2700
San Antonio Denver
PRODUCTWISE REVENUE
25000

20000

Column B 15000
Sum

10000

5000

0
Green Tea Coffee Tomotao ketchup Cake

Sum of Revenue
This shape represents a slicer.
UE 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.
Sum of Revenue

Cake

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.
City Sum of Revenue
San Antonio $3,019.98
Denver $3,550.15 Total
Ohio $4,132.64 3600
El Paso $4,258.75 3500
Houston $5,916.94 3400
Tucson $7,595.45
3300
Austin $9,016.25
3200 Sum of R
Los Angeles $9,412.40
San Jose $11,551.84 3100
Dallas $16,874.95 3000
Chicago $20,053.26 2900
Miami $24,009.22
2800
Total Result $119,391.83
2700
San Antonio Denver
Sum of Revenue

enver
PIVOT TABLE

The sales head of a company with varied geographical coverage & product portfolio has asked you to create a dashboard so th
The dashboard needs to cover the following points
1. Month wise revenue
2. Product wise revenue
3. City wise revenue

The slicer variables required are


1. Region
2. Sales rep

Order ID Order Date City Salesperson Region Product Name Unit Price Quantity Revenue
1001 01/27/14 San Antonio Shawn West Coke $15.00 63 $945.00
1002 01/27/14 San Antonio Shawn West Cake $4.50 43 $193.50
1003 01/04/14 Tucson Herman East Pizza $31.00 71 $2,201.00
1004 01/04/14 Tucson Herman East Burger $4.50 17 $76.50
1005 01/04/14 Tucson Herman East Cake $19.00 94 $1,786.00
1006 01/12/14 San Antonio Shawn West Tea $47.00 18 $846.00
1007 01/12/14 San Antonio Shawn West Coffee $10.20 67 $683.40
1008 01/08/14 Houston Theo North Fudge $10.20 37 $377.40
1009 01/04/14 Tucson Herman East Fudge $13.75 16 $220.00
1010 01/29/14 Denver Kate West Chocolate $10.65 71 $756.15
1011 01/03/14 Los Angeles Shawn West Eclairs $41.00 20 $820.00
1012 01/06/14 Dallas Antonio North Tomotao ketchup $47.00 37 $1,739.00
1013 01/28/14 Austin Magna South Coffee $13.75 65 $893.75
1014 01/08/14 Houston Theo North Chocolate $3.99 33 $131.67
1015 01/10/14 Chicago Clara East Green Tea $47.00 60 $2,820.00
1016 01/07/14 El Paso Theo North Coffee $23.00 34 $782.00
1017 01/10/14 Chicago Clara East Apple Jam $10.20 92 $938.40
1018 01/10/14 Chicago Clara East Pineapple Jam $4.50 86 $387.00
1019 01/10/14 Chicago Clara East Fudge $3.99 96 $383.04
1020 01/11/14 Miami Magna South Cake $19.00 42 $798.00
1021 01/11/14 Miami Magna South Green Tea $47.00 64 $3,008.00
1022 01/01/14 San Jose Theo North Tea $3.99 32 $127.68
1023 01/01/14 San Jose Theo North Coffee $10.65 81 $862.65
1024 01/01/14 San Jose Theo North Green Tea $35.80 54 $1,933.20
1025 01/28/14 Austin Magna South Eclairs $15.00 83 $1,245.00
1026 01/28/14 Austin Magna South Bread $41.00 22 $902.00
1027 01/09/14 Ohio Hulk West Butter $4.50 96 $432.00
1028 01/09/14 Ohio Hulk West Wine $41.00 31 $1,271.00
1029 01/06/14 Dallas Antonio North Coke $47.00 88 $4,136.00
1030 02/08/14 Houston Theo North Tomotao ketchup $10.65 55 $585.75
1036 02/10/14 Chicago Clara East Basil $13.75 36 $495.00
1038 02/10/14 Chicago Clara East Cake $13.75 99 $1,361.25
1039 02/11/14 Miami Magna South Tomotao ketchup $23.00 84 $1,932.00
1040 02/01/14 San Jose Theo North Bread $31.00 31 $961.00
1041 02/28/14 Austin Magna South Coffee $37.00 92 $3,404.00
1042 02/09/14 Ohio Hulk West Eclairs $3.99 36 $143.64
1043 02/06/14 Dallas Antonio North Chocolate $35.80 47 $1,682.60
1044 02/08/14 Houston Theo North Chocolate $15.00 76 $1,140.00
1045 02/25/14 Chicago Clara East Pineapple Jam $41.00 84 $3,444.00
1046 02/26/14 Miami Magna South Apple Jam $10.20 43 $438.60
1047 03/01/14 Denver Kate West Brown Rice $11.00 57 $627.00
1048 02/06/14 Dallas Antonio North Pizza $22.35 24 $536.40
1049 02/06/14 Dallas Antonio North Burger $10.65 91 $969.15
1050 02/04/14 Tucson Herman East Cabbage $15.00 35 $525.00
1051 02/03/14 Los Angeles Shawn West Green Tea $13.75 22 $302.50
1052 03/09/14 Ohio Hulk West Butter $82.00 19 $1,558.00
1053 03/09/14 Ohio Hulk West Wine $8.00 91 $728.00
1054 03/06/14 Dallas Antonio North Coke $35.80 51 $1,825.80
1055 03/08/14 Houston Theo North Tomotao ketchup $11.00 24 $264.00
1056 03/08/14 Houston Theo North Fudge $41.00 32 $1,312.00
1057 03/25/14 Chicago Clara East Cheese $4.50 40 $180.00
1058 03/26/14 Miami Magna South Musturd Oil $41.00 85 $3,485.00
1059 03/26/14 Miami Magna South Eclairs $47.00 93 $4,371.00
1060 03/26/14 Miami Magna South Bread $4.50 98 $441.00
1061 03/29/14 Denver Kate West Coke $19.00 58 $1,102.00
1062 03/06/14 Dallas Antonio North Chocolate $47.00 45 $2,115.00
1064 03/04/14 Tucson Herman East Coconuts $10.20 51 $520.20
1065 03/04/14 Tucson Herman East Rice $10.20 44 $448.80
1067 03/08/14 Houston Theo North Wine $13.75 54 $742.50
1070 03/03/14 Los Angeles Shawn West Soup $10.65 74 $788.10
1071 03/03/14 Los Angeles Shawn West Tomotao ketchup $41.00 81 $3,321.00
1075 03/10/14 Chicago Clara East Basil $47.00 32 $1,504.00
1077 03/10/14 Chicago Clara East Cake $13.75 94 $1,292.50
1078 03/11/14 Miami Magna South Tomotao ketchup $3.99 38 $151.62
1079 03/01/14 San Jose Theo North Bread $47.00 74 $3,478.00
1080 03/28/14 Austin Magna South Coffee $23.00 26 $598.00
1081 04/04/14 Tucson Herman East Cake $10.20 96 $979.20
1082 04/12/14 San Antonio Shawn West Tea $4.50 41 $184.50
1083 04/12/14 San Antonio Shawn West Coffee $3.99 42 $167.58
1084 04/08/14 Houston Theo North Fudge $19.00 51 $969.00
1085 04/04/14 Tucson Herman East Fudge $13.75 61 $838.75
1086 04/29/14 Denver Kate West Chocolate $10.65 59 $628.35
1087 04/03/14 Los Angeles Shawn West Eclairs $41.00 88 $3,608.00
1088 04/06/14 Dallas Antonio North Tomotao ketchup $47.00 68 $3,196.00
1089 04/28/14 Austin Magna South Coffee $13.75 66 $907.50
1090 04/08/14 Houston Theo North Chocolate $3.99 58 $231.42
1091 04/10/14 Chicago Clara East Green Tea $47.00 95 $4,465.00
1092 04/07/14 El Paso Theo North Coffee $23.00 88 $2,024.00
1093 04/10/14 Chicago Clara East Apple Jam $10.20 51 $520.20
1094 04/10/14 Chicago Clara East Pineapple Jam $4.50 48 $216.00
1095 04/10/14 Chicago Clara East Fudge $3.99 28 $111.72
1096 04/11/14 Miami Magna South Cake $19.00 54 $1,026.00
1097 04/11/14 Miami Magna South Green Tea $47.00 82 $3,854.00
1098 04/01/14 San Jose Theo North Tea $3.99 69 $275.31
1099 05/29/14 Denver Kate West Chocolate $10.65 41 $436.65
1100 05/03/14 Los Angeles Shawn West Eclairs $35.80 16 $572.80
1101 05/06/14 Dallas Antonio North Tomotao ketchup $15.00 45 $675.00
1102 05/28/14 Austin Magna South Coffee $41.00 26 $1,066.00
1103 05/08/14 Houston Theo North Chocolate $10.20 16 $163.20
1104 05/10/14 Chicago Clara East Green Tea $11.00 19 $209.00
1105 05/07/14 El Paso Theo North Coffee $22.35 65 $1,452.75
1106 05/10/14 Chicago Clara East Apple Jam $10.65 71 $756.15
1107 05/10/14 Chicago Clara East Pineapple Jam $15.00 39 $585.00
1108 05/10/14 Chicago Clara East Fudge $13.75 28 $385.00
1109 05/11/14 Miami Magna South Cake $82.00 52 $4,264.00
1110 05/11/14 Miami Magna South Green Tea $8.00 30 $240.00
1111 05/01/14 San Jose Theo North Tea $35.80 30 $1,074.00
1112 05/01/14 San Jose Theo North Coffee $11.00 42 $462.00
1113 05/01/14 San Jose Theo North Green Tea $41.00 58 $2,378.00
to create a dashboard so that he can analyse the sales data

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