IDM 1020

Assignment #4

PivotTables and PivotCharts

Instructions

This assignment can be completed individually or as a group of two. If you completed

this assignment as a group, only one person in the group should submit the assignment.

• File required:
o IDM1020-A4-data.xlsx
• Rename the data file in the following format:
o A4-LastName1-LastName2.xlsx
Upload your completed Excel file to the UM Learn digital dropbox named Assignment4.
You will need to apply what you have learned from the exercises to do this assignment.
Late assignments will be penalized 10% per day. The due date and time are identified in UM
Learn.
There are four parts to complete in this assignment.
The following videos might be helpful when completing this assignment:

• Five-Minute Excel Lesson 11 (Pivot Tables)

https://www.youtube.com/watch?v=ohJWeqxMFwc
• Five-Minute Excel Lesson 12 (Pivot Charts)
https://youtu.be/8Z52J0uBrJY
• Five-Minute Excel Lesson 13 (Drilling down the data set for actionable recommendations
/ insights)
https://youtu.be/kSCjfHKfEro

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Overview

Your data file contains data exported from the accounting system for a retailer. The Purchase
worksheet contains 84969 sales records. The Dept worksheet contains 579 departments that
products are sorted into.
The following table describes the data in the Purchase worksheet.

Column Description
TRAN_ID • Transaction ID, each record is identified by a unique TRAN_ID.
• If a customer purchases two products: a shirt and two of the same hats.
Then there will be two transaction records: one record is for the shirt. The
other record is for the two hats.
• The data set does not have quantity of product purchased.
TRAN_DATE • The transaction date in year-month-day format.
TRAN_TIME • The transaction time.
• It uses four digits to indicate time, for example, 1712 is 17:12, which is
5:12pm. If you see three digits, such as 830, it should be 0830, which is
8:30am.
CUST_ID • Each customer has been assigned a CUST_ID, but there is no other
customer data such as name and address for customers.
ORIG_CHARGE • The extended price for all units of the same product in the same
transaction.
• For example, if a customer purchases 2 exact same hats, each hat costs
$8, the ORIG_CHARGE is 16, it is not the unit price, it is the charged
amount for both hats.
TRAN_AMT • The amount paid by the customer. This includes any discounts that the
customer receives. Use this value to summarize sales data in your
PivotTable.
SKU • The product ID which uniquely identify every product. SKU stands for
“stock keeping unit”.
UNIT_RETAIL • The unit price for selling.
UNIT_COST • The unit cost when the department purchased the product from a supplier.
DEPT • This is the department code that a product is part of.
• Use this code to identify product name, category, and sub-category for
each transaction.
Table 1 - Purchase worksheet columns

Note: Use Ctrl+Shift+down arrow to move to the bottom of the data set.

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Part 1: Preparation

You want to analyze sales data from 2014 and 2015 to identify patterns. To see trends over
time, you want to summarize the data by date. You want to be able to see the trends for
categories and subcategories of products.
To simplify reading data in the Purchase and Dept worksheets, bold the column headers. Also,
configure these two worksheets so that the column headers remain visible when you scroll
down in the data.
The data on the Purchase worksheet already contains transaction dates that you can use to
summarize the data by date. To summarize the data by category and subcategory, you need to
add the appropriate information to the Purchase worksheet.
Requirements:

• Add a Category column to the Purchase worksheet and populate it by using VLOOKUP
to obtain data from Dept worksheet.
• Add a Subcategory column to the Purchase worksheet and populate it by using
XLOOKUP to obtain data from Dept worksheet.
• Some departments do not have a subcategory defined. If a subcategory is not defined,
then NO-SC should be the value in the Subcategory column on the Purchase
worksheet.
• Formulas must be built so that you can create it in the first row and copy it down for
other cells in the column.

Note: The configuration of NO-SC is a bit tricky and worth a small number of marks on this
assignment. Don’t spend 8 hours trying to figure it out.

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Part 2: Summarize sales data by category and date

To analyze sales data by category and date, you need to create a PivotTable with the following
characteristics:

• You should be able to expand categories to view sales for subcategories.

• You should be able to display only the category totals if desired.
• You should be able to see sales for each year as a separate total.
• You should be able to expand yearly to see quarterly sales.
• You should be able to expand quarterly sales to see monthly sales.
• You should not be able to expand monthly sales to see any smaller division such as
weeks or days.
• The categories and subcategories should be listed on the far left of the PivotTable.
• The years, quarters, and months should be listed at the top of the PivotTable.
The worksheet with the PivotTable should be named Sales Table. This worksheet should be
located after the Dept worksheet.
To visualize the sales summary data, you need to create a chart with the following
characteristics:

• Filtering, expanding, or collapsing PivotTable data is automatically reflected on the chart.

• The chart should display the sales value as the vertical axis and the categories as the
horizontal axis.
• The chart type should be Clustered Column to clearly identify sales for different time
periods.
The worksheet with the chart should be named Sales Chart. This worksheet should be located
after the Sales Table worksheet.

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Part 3: Answer questions about sales data

Use the PivotTable and chart to find answers to the following questions:
1. What was the total sales for all categories from the beginning of 2014 to the end of
2015?
2. What was the total sales in July 2014?
3. Which category had the lowest sales in 2014?
4. Which category had the highest sales in Quarter 2 of 2015?
5. What was the sales for the WOMENS SHOES subcategory in the SHOES category for
August 2015?
6. Which subcategory in the COSMETICS category had the largest proportional increase
from 2014 to 2015?
7. Which subcategory in the DECOR. HOME category had the smallest proportional
increase from 2014 to 2015?
Manually type the answers for these questions in the orange cells of the Questions worksheet.
Do not try to reference a cell in the table because cell references change as the table is
expanded and contracted.

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Part 4: Filter PivotTable data

The PivotTable you created summarizes a lot of data. Sometimes it’s useful to hide some of the
data by filtering. This allows you to focus on the specific data that you want to analyze.
Filter your PivotTable to display only:

• The DECOR. HOME category expanded to show subcategories.

• Quarter 4 of 2015 expanded to show the monthly data.
You don’t need to remove the totals. It’s expected that totals for the quarter, year, and grand
total will still be displayed.
There are multiple methods for filtering PivotTables. Below is a link that describes those
methods.
• https://www.goskills.com/Excel/Resources/pivot-table-filter
For this activity, use the PivotTable field filter as described in the first section of this document.
This is accessible from the Column Labels and Row Labels drop downs in the PivotTable.
Do not use the Report Filter or Slicer.
After you configure the filtering, save your file in this state for submission.