PRACTICAL-1:-

Aim-Oracle Warehouse Builder Installation

Step-1:-click on start menu and select database configuration assistant from

configuration and migration tools which is in Oracle_OraDb11g_home1
Step-2:-

Click next on the welcome screen to proceed with the database configuration

Step-3:-
The first step after clicking on next button of the welcome screen is to specify what
action to take,since we do not have a database ,we will select the Create a
Database option in step 1 and click on next button.

Step-4:-
This step will offer the following three options for a database template to select:-

o General Purpose or Transaction processing

o Custom Database
o Data Warehouse

Select the Data Warehouse option for our purposes and click on next button to
proceed with installation

Step-5:-
This step will ask for the database name it must be between 1 to 8 characters,any
more then that will generate an error.

Give the database name as MCCDW, the same name will be automatically assigned
as SID i.e Oracle System Identifier and click on the next button

Step-6:-
The next step of the database creation process will ask whether we want to
configure enterprise manager.

The box is checked by default, so proceed on with default settings by clicking on

next button
Step-7:-

This step is for setting the Database passwards on the system accounts.

In this step for Ease of Access we enter a common password for all Account in our
case password is oracle.
Step-8:-

This step is about storage so select the default option that is the file system and
click on next button
Step-9:-

This step is for specifying the locations where database files are to be created.

It can be left at default for simplicity

Step-10:-

The next step is for configuring recovery options.

Select the flash recovery option and leave the flash recover area and flash recovery
size as default
Step-11:-

The next step is for Creating sample schemas in the database for our reference.

If you want you can avoid installing Sample Schemas.

select the sample schema option and proceed with the installation
Step-12:-

The next step is for Initialization Parameteres

We are going to leave the default settings on the screen and proceed with the
installation.
Step-13:-

The next step is for security settings.

In this Step just select Revert to pre-11g default security settings

Step-14:-

This step is for automatic maintenance.

In this Step uncheck Enable automatic maintenance tasks

Step-15:-

The next step is the database storage screen.

Here the locations can be changed if needed.

We are going to leave the default settings on the screen and proceed with next
button
Step-16:-

The final step has following three options as shown on the screen.

Select create the database directly and click on finish button.

Step-17:-
From the List we can see Oracle Warehouse Builder is installed and a database
named MCCDW will be created. If you want you can save the list as HTML file

Copying database files

Creating and starting Oracle instance
Completing Database Creation
Step-18:-
During the installation you will be prompted with following popup with various
information.
Make sure you click on Password Management button to unlock OWBSYS
Schema.

Step-19:-
In Password Management window just uncheck the blue tick beside the OWBSYS
and enter the password you want. In our case it is oracle. And click on OK

We are done installing our first database and it is ready to use.

PRACTICAL-2:-

Aim-configuring the Repository and workspace

Step-1:-

Click on the Repository Assistant as shown in the below Screen Shot.

The Repository Assistant enables you to create a Warehouse Builder Design

Repository in your database to store the metadata definitions that describe your
sources, targets, and ETL processes.

Step-2:-
Click next on the welcome screen to proceed with the configuration

Step-3:-

This step will ask you for the database connection information.
 The host name is the name assigned to the computer on which database has
been installed leave it as LOCALHOST.
The port number is the one we had assigned to the listener,leave it as default
that is 1521.
For the oracle service name enter the name that was assigned to the
database that is MCCDW

Click on next button to proceed

Step-4:-
The next step is to determine the connection information for the database

Select manage warehouse builder workspaces from the following options given on
the screen shot.

Step-5:-
The next step will ask that what we have to do with workspaces.

Select the first option to create a new workspace.

Step-6:-

This step is for specifying the owner of the workspace.

Select the first option that is create a workspace with the new user as the
workspace owner and proceed with the installation.

Step-7:-
This step will ask for the username and passward of the database DBA

Enter the username as System

Enter the passward as oracle

Step-8:-
This step will ask to enter the new username, passward ,and workspace name for
the system.

Enter the workspace owner username as mcc_user

Enter the workspace name as mcc_ws
Passward is common for all which is oracle.

Proceed the installation by clicking on next button.

Step-9:-
This step will ask for the passward for the OWBSYS user

Enter the passward as oracle,and proceed with the installation

Step-10:-
This step is for specifying the tablespace name for the OWBSYS schema

We will leave it as defaults and proceed with the installation.

Step-11:-
This step is to specify a base language for the repository

Select American English as the base language

Step 12:-
The final step is to specify any workspace users from existing database users.

This is optional step click on next button to proceed with the installation.

Step-13:-

The following screen will occur

Step-14:-

After you have clicked Finish the installation Process begins.

Click Unblock
Click OK and you have successfully created a Repository with mcc_user as
workspace user.
PRACTICAL-3:-configuring the listener

Step 1:-

Run the Net Configuration Assistance as shown in above Fig to Configure the
Listener
Follow the Below Screen Shots to Create a Listener
Step-2:-

Select listener configuration on the oracle net configuration assistant welcome

screen and click on next button
Step-3:-

The next step will ask you what you want to do with the listener,the four options
available are given on the below screen shot

Select the add option and proceed with the installation.

Step-4:-

This step will ask what we wnt to name the listener.

Leave it to the default name that is LISTENER

Step-5:-

This step is to select the protocol.

It will have tcp already selected for us so leave the default setting and proceed
further
Step-6:-

This step is to select the port number to be used.

Select the standard port number that is 1521.

Step-7:-

This step will ask you whether you wnt to configure another listener

Select no and click on next button and then finish button on the main screen to
complete with configuration of the listener
PRACTICAL-4:-Importing the source metadata

Step-1:-

Open Command Prompt Give the location of the Script

Step-2:-

Then enter and Then enter sqlplus

Then enter username and password of your database.

After login into the database run the following command

@ create_ws_orders.sql

Then enter
Step-3

Now log-in to the design center.

Right click on the oracle node under database node and then select new

Step-4:-
Select oracle Module and Click on ok to proceed further

Step-5:-
Click next on the welcome screen.

Step-6:-
Give name as ACME_WS_ORDERS and proceed further

Step-7:-
Fill the details as given in below screenshot

Password: acme1234

Step-8:-
Click on test connection if it is successful then click on ok to proceed

Step-9:-

Then following welcome screen will appear click next to proceed

Step-10:-

Since we want to import the tables, select the tables checkbox and click on next to
proceed.
Step-11:-

Select >> this node to select all tables ad click on next to proceed
Step-12:-
Click finish to proceed
Step-13:-

Click ok to proceed

Step-14:-
The tables will created under ACME_WS_ORDERS in the tables list

FLAT FILES
Step-1:-

Expand the MCC_PRJ. Right-click the Files node and select New

Step-2:-
The Create Module Wizard: Welcome page appears. Click Next

Step-3:-
On the Create Module Wizard: Name and Description page, enter SOURCE as the
name for the module. Click Next.

Step-4:-
The Create Module Wizard: Connection Information page appears. In a flat file
source module, Location is the path or the directory in the file system where the flat
files reside.

On the Create Module Wizard: Connection Information page, OWB creates a default
location, SOURCE_LOCATION1. Click Edit and you will see Edit File System
Location1 window Pop Up

Step-5:-
The Edit File System Location: SOURCE_LOCATION1 window appears.

In the Edit File System Location: SOURCE_LOCATION1 window, rename the default
name SOURCE_LOCATION1 to SOURCE_LOCATION.

Click Browse and locate the folder named sourcefiles In my case the folder is in
D: drive which consist of two CSV files named expense_categories.csv and
export.csv

Click OK

Step-6:-

In the Connection Information window, ensure that Import after finish is selected.
Selecting this option launches the Import Metadata Wizard. Click Next
Tip: If the check box is not selected, the Import Metadata Wizard does not launch
automatically. To launch the Import Metadata Wizard manually, in Project Explorer,
expand Files, right-click the SOURCE module, and select Import

Step-7:-

On the Summary page, review the module settings. Click Finish.

Step-8:-

On the Import Metadata Wizard: Welcome page, click Next

Step-9:-

On the Import Metadata Wizard: Filter Information page, accept the default selection
All Data Files and click Next.
Step-10:-

On the Import Metadata Wizard: Object Selection page; expand the D:\sourcefiles
node
A list of files is displayed. Use >> (Add All) to move all file definitions from the
Available list to the Selected list. Click Next

Step-11:-

The Import Metadata Wizard: Summary and Import page appears

Step-12:-

On this page, you see two file definitions (expense_categories_csv and

export_csv) prefixed with a red cross.
The Red Cross indicates that there is no metadata information available for this file
within the Warehouse Builder repository.

Before importing, Warehouse Builder needs to know the structure of these files.
Through the sampling process, information about the structure is gathered.

On the Import Metadata Wizard: Summary and Import page, select

expense_categories_csv file, if it is not already selected. Click Sample.

The Flat File Sample Wizard appears.

Step-13:-

On the Flat File Sample Wizard: Welcome page, click Next.

Step-14:-

On the Flat File Sample Wizard: Welcome page, click Next.

Step-15:-
On the Flat File Sample Wizard: Name page, accept EXPENSE_CATEGORIES_CSV
as the default file's name.

Accept the defaults on this page. This file has two columns: Expense Type and
Expense Categories. The wizard makes assumptions about the structure of the flat
file.

The lower portion of the dialog box displays a sample of how OWB imports the rows
of the flat file data into columns in a table. Click Next.

Step-16:-
On the Flat File Sample Wizard: Record Organization page, accept the default option
of Records delimited by carriage return (<CR>). Click Next.

Step-17:-
On the Flat File Sample Wizard: File Format page, accept the default option of
Delimited for file format. Click Next.

Step-18:-
On the Flat File Sample Wizard: File Layout page, accept the default values of 0 for
Skip Rows.

The expense_categories.csv file is an example of a single record type file.

Select Single Record for record type and click Next.

Step-19:-
On the Flat File Sample Wizard: Field Properties page, select Use the first record
as the field names

Step-20:-
In the following screenshot, notice that the field names have changed.
Click Next.

Step-21:-
Review the summary specifications that you have defined for the
expense_categories_csv file. On the Flat File Sample Wizard: Summary page, click
Finish

Step-22:-
On the Import Metadata Wizard: Summary and Import page, in the Status field for
expense_categories_csv, the green check mark indicates that
expense_categories_csv has been sampled.

Now select the export_csv file if not already selected. Click Sample and follow
the same process as followed for expense_categories_csv
Step-23:-
Now there is an error because date is a reserved word and you have not yet
renamed the date field.

On the Flat File Sample Wizard: Field Properties page, select Date.

Rename Date to Expense_Date because Date is a reserved word.

From the Type drop-down list, select Date. In the Mask column, enter dd-mon-yy

Step-24:-
We can see Date is used as Column name which is a reserved keyword in Oracle

Step-25:-
Rename the Column name to Expense_Date.

Step-26:-
We encounter another error here On the Flat File Sample Wizard: Field Properties
page

Select Reimbursable_Amount_(USD) and Rename

Reimbursable_Amount_(USD) to Reimbursable_Amount, because '(' ')' are
both reserved characters.

From the Type drop-down list, select Decimal External

Step-27:-
Rename Reimbursable_Amount_(USD) to Reimbursable_Amount From the Type
drop-down list, select Decimal External

Step-28:-
Click Next. The Flat File Sample Wizard: Summary page appears

Step-29:-
Review the summary specifications that you defined for the EXPORT_CSV file. On
the Flat File Sample Wizard: Summary page, click Finish

Step -30:-
On the Import Metadata Wizard Summary and Import page, the green check mark in
the Status field for both EXPENSE_CATEGORIES_CSV and EXPORT_CSV indicates
that both the files have been sampled.

On the Import Metadata Wizard: Summary and Import page, click Finish.

Step -31:-
In Project Explorer, expand Files > SOURCE. You see the two tables
(EXPENSE_CATEGORIES_CSV and EXPORT_CSV) you just sampled and imported.

In the Design Center, click Save All on the toolbar. In the Warehouse Builder Warning
window, click Yes to commit your work.

PRACTICAL-5

Aim:- CREATING TARGET USER AND TARGET MODULE

Defining a Target Warehouse Module
To begin designing the model of your target warehouse, you can start by defining
a target module.

Target modules contain the metadata definition of the target objects you design.

Every target module must be mapped to a target user schema.

Therefore, before you create a Warehouse Builder target module, you need to
create a target schema that will physically store your target objects on deployment.

Then, you make sure that the target module references this target schema by
assigning an appropriate location.

To set up your target warehouse module, you perform the following steps:

1. Create a Target User

2. Create a Target Module

Create a Target User

Step-1:-
In the Global Explorer panel, expand the Security node. Right-click the Users
node and select New

Step-2:-

Click on Create DB User to create a new target user.

Step-3:-

In the Create Database User dialog box, enter system as username and <your
system account password> as the password.
Enter EXPENSE_WH as the username for the new DB user and enter the password
you want. Accept the defaults for the tablespace properties. Click OK

Step-4:-

Observe EXPENSE_WH has been added to the Selected Users list. Click OK
Step-5:-

Examine the Users node. You find the EXPENSE_WH user added to the list of existing target users.

Also, in the Connection Explorer panel, expand the Oracle Locations node and note
that a new location, EXPENSE_WH_LOCATION, has been added.
You have created a new target schema, EXPENSE_WH, which will physically store
your target warehouse objects.

Create a Target Module

Step-1:-
In the MCC_PRJ project, expand the Databases node, right-click the Oracle node, and
select New

Step-2:-

The Create Module Wizard is launched. Click Next on the Welcome page.
Step-3:-

On the Name and description page, enter EXPENSE_WH as the name of the
module.
Accept Development as the module status and ensure that Warehouse Target is
selected as the module type. Click Next

Step-4:-

Enter the Details as shown in below Screenshot and Click on Test Connection
After Successful Test Result Click OK
Step-5:-

Observe that all the information is already filled with the location,
EXPENSE_WH_LOCATION
Examine the details and click Finish
Step-6:-

Observe that the EXPENSE_WH target module has been added under the Oracle
node of the MCC_PRJ project. Expand EXPENSE_WH and examine its contents.
The User and the location created are highlighted in above Screenshot.

Practical-6

Aim:-CREATING DIMENSIONS,CUBE AND MAPPING

Dimensions are the primary organizational unit of data in a star schema.

A dimension consists of a set of levels and a set of hierarchies defined using

these levels.

Users often analyze data by drilling down on known dimension hierarchies.

To create a dimension, you must define the following:

1. Dimension Attributes

2. Levels

3. Level Attributes

4. Hierarchies

1.CREATING THE TIME DIMENSION

Step-1:-

In project explore window we are going to expand the database node under
ACME_DW_PROJECT,and then ACME_DWH.

Right-click on the dimension node and select NEW,Using TIME WIZARD to launch the
time dimension wizard
Step-2:-

Select time dimension and click on ok to proceed

Step-3:-

Welcome screen appears click next to proceed

Step-4:-

Give the name as TIME_DIMENSION_1 and click next to proceed

Step-5:-

This step will ask us what type of storage to be used for our new dimension select
ROLAP Relational Storage and proceed
Step-6:-

Type start year and number of years record you want

I have selected data for 3 years and starting from 2007 onwards click next to
proceed

Step-7:-

In this step we choose the hierarchy and levels for our time dimension
Select all the checkboxes within Normal Hierarchy and click next to proceed

Step-8:-

In this step the wizard will provide us the details about what it is going to create.

Proceed by clicking the next button

Step-9:-

The time dimension progress panel will be showed click next to proceed
Step-10:-

Click on finish to create the dimension

Step-11:-

The following screen appears

2.CREATING THE PRODUCT DIMENSION

Step-1:-
In project explore window we are going to expand the database node under
ACME_DW_PROJECT,and then ACME_DWH.

Right-click on the dimension node and select NEW,Using WIZARD to launch the
create dimension wizard

Step-2:-

Welcome screen appears click next to proceed

Step-3:-

Give the name as PRODUCT and click next to proceed

Step-4:-
This step will ask us what type of storage to be used for our new dimension select
ROLAP Relational Storage and proceed

Step-5:-
In the next step we will make the following changes

a) Enter SKU in the name column on line 4 and leave the data type as
VARCHAR2, but change the length to 50. Scroll the window to the
right if any columns are not visible that need to be changed. We can
also expand the dialog box to show additional columns.

b) Enter LIST_PRICE in the name column on line 5, leave the data type
as NUMBER, and leave the precision and scale as eight and two as it
suggested.

c) Make SKU a Business Identifier field in addition to Name. (Click

on the drop-down box in the identifier column for SKU, and select
Business.)

d) Change the length of the NAME column from 25 to 50.

e) Change the length of the DESCRIPTION column from 40 to 200.

Click on next button to proceed

Step-6:-

In this step For our dimension, we'll enter DEPARTMENT, CATEGORY, BRAND, and
ITEM in that order from top to bottom.that is the hierarchy and click next to proceed

Step-7:-
In this step leave the default settings and click on next button

Step-8:-
In these step we get to choose the SLOWLY CHANGING DIMENSION that is SCD

Select do not keep history and proceed with the next button

Step-9:-
This step provides the summary click on next to proceed

Step-10:-
The product dimension progress panel will be showed click next to proceed
Step-11:-

Click on finish to proceed

Step-12:-

The following screen will be showed

3.CREATING THE STORE DIMENSION

Step-1:-
Step-2:-
Step-3:-
\

Step-4:-
Step-5:-
In this step make the following changes:-

Store Attributes (attribute type), data type and size, and

(Identifier)
ID (Dimension/Level): Leave default for type and size (Surrogate ID)

Store_Number (Level, STORE only): VARCHAR2 length 10 (Business ID)

Name (Dimension/Level): VARCHAR2 length 50 (Business ID)

Description (Level, COUNTRY and REGION only): VARCHAR2 length 200

Address1 (Level, STORE only): VARCHAR2 length 60

Address2 (Level, STORE only): VARCHAR2 length 60

City (Level, STORE only): VARCHAR2 length 50

State (Level, STORE only): VARCHAR2 length 50

ZipPostalCode (Level, STORE only): VARCHAR2 length 50

County (Level, STORE only): VARCHAR2 length 255

Step-6:-
Step-7:-
In these 5 where we specify the level attributes, (the above-listed attributes that are
applicable to each level) we need to specify all the attributes except DESCRIPTION for the
Store level, and then just ID, NAME, and DESCRIPTION for the Region and Country levels.
This is how we will include the region and country information

Click on next button to proceed

Step-8:-
Step-9:-
Step-10:-
Step-11:-
Step-12:-
CREATING A CUBE IN OWB:-
Step-1:-

Right-click on the Cubes node under the ACME_DWH module in Project Explorer,
select New, and then Using Wizard... to launch the cube-creation wizard.

Step-2:-
Click next on the welcome screen to proceed

Step-3:-
In this step we have to name the cube

Name the cube as CUBE_1 and proceed further

Step-4:-
In these step we will specify the storage type that is ROLAP and proceed further

Step-5:-

In this step, we will choose the dimensions to include with our cube.
Step-6:-

Click on >> to add the dimensions to the selected dimension window and click
on next button
Step-7:-

Moving on to the last step, we will enter the measures we would like the cube to
contain. When we enter QUANTITY for the first measure and SALES_AMOUNT for the
second one, we end up with a screen that should look similar to this with the dialog box
expanded to show all the columns.

Click on the next button to proceed further

Step-8:-

This step shows the summary of the created cube.

Click finish to proceed

Step-9:-
Clicking on FINISH on this screen will exit the dialog box, and the cube will be created and will be
accessible in the Project Explorer window.

MAPPING:-

Step-1:-
In these step double click on TIME_DIMENSION_!

Step-2:-

Delete all the tables in the data object editor

Step-3:-

Go to project explorer
Step-4:-

Drag and drop the cube and click ok to proceed

Step-5:-

In these step the cube will be displayed on the screen

Step-6:-

Drag and drop all the three dimensions

1.TIME_DIMENSION_!
Step-8:-
adding store dimension
Step-9:-

Adding time dimension

Step-10:-
Mapping all the three dimensions to the cube

Step-11:-
Practical-7:-

Aim:-DEPLOYMENT OF DATAWAREHOUSE
Deploying Objects in the Target Warehouse

Deployment is the process of creating your target system from the logical
design or model.

The process includes generating scripts, such as DDL that creates data objects
(such as tables, views, and dimensions).

The process also includes generating SQL, PL/SQL, and SQL*Loader scripts that
load data into data objects.

When you deploy relational database or dimensional objects, such as sequences,

tables, dimensions or cube, the DDL scripts are generated and executed
simultaneously to physically create the objects.

When you deploy ETL mappings, the deploy procedure only generates a PL/SQL
script. You need to explicitly execute the scripts to perform ETL.

To deploy objects, Oracle Warehouse Builder provides two options: you can either
use the Control Center Manager or you can deploy objects directly from the
Project Explorer in the Design Center.

The Control Center Manager offers a comprehensive deployment console that

enables you to view and manage all aspects of deployment, including configuration
and validation.

In the Control Center Manager, you can view the deployment history of an object.
The deployment history is also used to automatically determine the default
deployment action.

These options are not available if you deploy objects from the Project Explorer
tree in the Design Center.

Deploying the External Table

Step-1:-
To deploy, you must launch the Control Center Manager. From the Tools menu,
select Control Center Manager.

Step-2:-

Expand EXPENSE_WH_LOCATION, and then expand EXPENSE_WH. On the

right, in the Object Details panel, examine the design status; deploy
status, and other details of all the objects.
Step-3:-

In the navigation tree on the left, expand and select External Tables.
In the Object Details panel on the right, check whether the Design Status is set
to New for both external tables, EXPENSE_CATEGORIES and EXPENSE_DATA.

Step-4:-

Click Default Actions (highlighted in the screenshot) and observe that Deploy
Action is changed to Create.
Step-5:-
Step-7:-

To deploy the selected external tables, from the File menu, select Deploy > To
Control Center or click the Deploy
Step-8:-

You have now successfully deployed the two external tables to the
EXPENSE_WH schema.
The deploy status will change to success from not deployed.

Click on ok button to proceed

Step-9:-

To check the data loaded in External table Right Click on

EXPENSE_CATEGORIES and select Data.
Step-10:-

Check all the data from the Flat files are loaded into External Table.
Step-11:-

Right Click on EXPENSE_DATA and select Data.

Step-12:-

We can see here 1,425 Rows are inserted into EXPENSE_DATA External Table.
PRACTICAL-8:-

Aim:-creating crystal reports

Working with Pivot Tables and Pivot Chart in Excel

PivotTables are one of the most powerful features of Microsoft Excel. They allow
large amounts of data to be analyzed and summarized in just a few mouse clicks.
How to Create a PivotTable

Step-1:-

First, ensure that you have some raw data in a worksheet in Excel. So we start Excel
and we load such a list.
Step-2:-

Once we have the list open in Excel, were ready to start creating the PivotTable.
Click on any one single cell within the list:
Step-3:-

Then, from the Insert tab, click the PivotTable icon:

The Create PivotTable box appears, asking you two questions:

What data should your new PivotTable be based on, and where should it be created?
Because we already clicked on a cell within the list (in the step above), the entire
list surrounding that cell is already selected for us.

We also need to select whether we want our new PivotTable to be created on a new
worksheet, or on an existing one. In this example we will select a new one:

Step-4:-

The new worksheet is created for us, and a blank PivotTable is created on that
worksheet:
Step-5:-

Another box also appears: The PivotTable Field List.

The list of fields in the top part of the box is actually the collection of column
headings from the original raw data worksheet.
The four blank boxes in the lower part of the screen allow us to choose the way we
would like our PivotTable to summarize the raw data.

It's important to understand how the PivotTable field List works and the ways that
you can arrange different types of fields so that you can achieve the results that you
want when you create the field layout of a PivotTable or PivotChart report.

Step-6:-

The figure below illustrates the functionality.

Step-7:-

So far, there is nothing in those boxes, so the PivotTable is blank. All we need to do
is drag fields down from the list above and drop them in the lower boxes.
A perfect candidate for this this Value box in our sample data is the Amount
field/column.

Notice that (a) the Amount field in the list of fields is now ticked, and Sum of
Amount has been added to the Values box, indicating that the amount column
has been summed.
If we examine the PivotTable itself, we indeed find the sum of all the Amount
values from the raw data worksheet.

Step-8:-
Now if we would like to see a summary of our data, where we have a row heading
for each of the different salespersons in our company, and a total for each
salesperson.
To achieve this, all we need to do is to drag the Salesperson field into the Row
Labels box:
Step-9:-
Using Payment Method as a column heading. Simply drag the Payment Method
heading to the Column Labels box:

Which looks like this

Step-10:-
Drag the Package column/heading to the Report Filter box:

This allows us to filter our report based on which holiday package was being
purchased.
Step-11:-
We only want to see cheque and credit card transactions (i.e. no cash transactions),
then we can deselect the Cash item from the column headings.
Click on the drop-down arrow next to Column Labels, and un-tick Cash:

As you can see cash is gone

How to Create a Pivot Chart
First, ensure that you have some raw data in a worksheet in Excel. So we start Excel
and we load a list. Once we have the list open in Excel, were ready to start creating
the PivotChart.

Step-1:-

Click on any one single cell within the list:

Then, from the Insert tab, click the PivotTable dropdown icon and select
PivotChart:
Step-2:-

The Create PivotTable with PivotChart box appears, asking you two questions:

1.What data should your new PivotTable be based on, and where should it be
created?

Because we already clicked on a cell within the list (in the step above), the entire
list surrounding
that cell is already selected for us.

2.We also need to select whether we want our new PivotChart to be created on a
new worksheet, or on an existing one. In this example we will select a new one:
Step-3:-
Use the PivotChart Filter Pane to sort and filter the underlying data and change
the appearance of the PivotChart report.

Axis fields (Categories) box: This displays items from the Row label of the
associated PivotTable report that form individual categories for which data points
are charted. Categories appear on the horizontal (category) axis, also called the x-
axis, of the PivotChart report.

Legend fields (Series) box: This displays items from the Column label of the
associated PivotTable report that form the individual data series. The names of the
series appear in the legend of the PivotChart report.

The Report Filter box: If the associated PivotTable report has one or more report
filters, you can use the Report Filter box as a convenient way to summarize and
quickly focus on a subset of data without modifying your series and category
information.
Step-4:-

To start with a pivot chart lets drag the Amount field from the Field List into the
Values Box, notice that a chart is created with a label of Sum of Amount and
total amount is displayed.
Step-5:-

Now drag Salesperson from field list and drop into the Axis Field box and notice
that salesperson is listed on the X-axis with total Amount on Y-Axis
Step-6:-

Similarly you have to drag Package from the Field List into the Report Filter box
and Payment method into the Legend Fields box.

Step-7:-
You can filter the data according to Payment Method by clicking on the link on the
chart and filter out the data by ticking appropriate options.

After filtering for only Cash and Cheque