Scribd
Upload
13 views

Lesson_04_Analyzing_Data_with_Pivot_Tables

Uploaded by

Ankit Awasthi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
13 views

Lesson_04_Analyzing_Data_with_Pivot_Tables

Uploaded by

Ankit Awasthi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 7

Lesson 4: Analyzing Data with Pivot Tables

Overview
In this exercise, participants will delve into advanced Excel techniques, focusing
on analyzing data with pivot tables. The goal is to simulate real-world scenarios
to enhance practical skills in data analysis. By addressing specific questions and
challenges, participants will gain proficiency in optimizing data visualization and
analytical processes.

Instructions
• Work through all questions individually or within your group
• Divide your time evenly among the questions to ensure comprehensive
understanding
• Utilize Excel's documentation and online resources to enhance your
problem-solving abilities
• Use the given dataset to complete the given tasks

Task
As a business analyst of an organization, you are required to summarize, sort,
reorganize, group, count, total or average data stored in a table. Also, you are
required to do grouping by any field (column), using advanced calculations on
the dataset of company.

To achieve these tasks, you will be learning a few concepts, such as grouping in
pivot table, custom calculation, calculated field, calculated item, and slicer that
will help find a solution for the given scenario.

Use the Lesson_4_GP_Revenue_dataset which consists of the following


columns:

• Product Category: Product classification


• Revenue: Total sales amount (in $)
• Order Date: Dat of purchase
• Order Quantity: No of items purchased
• Cost: Cost amount (in $)
• Profit: Profit amount (in $)
• Discount: Discount amount (in $)
• Region: Region of the store

1. Summarizing Total Revenue by Product Category:


Summarize the total revenue generated by each product category in the
company's dataset using a pivot table

2. Creating a Calculated Field for Profit Margin:


Create a calculated field in a pivot table to determine the profit margin for each
product, considering profit and cost columns in the dataset

3. Slicer for Regional Filtering:


Utilize a slicer in a pivot table and explain how it contributes to improved data
analysis, taking the "Region" field as an example

Discussion Questions (Optional)


If time permits, discuss the following questions:

• How does summarizing total revenue by product category contribute to


understanding the company's sales performance?
• Discuss the advantages of using a slicer for regional filtering in a pivot
table, and how it improves the efficiency of data analysis.
Answer Key
Dataset:

1: Summarizing Total Revenue by Product Category:

Step 1: Create a pivot table


Step 2: Drag Product Category to Rows and Revenue to Values (summarized
by sum)

2. Creating a Calculated Field for Profit Margin:

Step 1: Create a pivot table


Step 2: PivotTable Analyze > Field, Items, & Sets > Calculated Field

Step 3: Name it Profit Margin and use the formula (Profit / Revenue) * 100
Result:

3. Slicer for Regional Filtering:

Step 1: Create a pivot table


Step 2: Go to the Insert tab and click on Slicer

Step 3: Choose the Region field

You might also like