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Datasets, Tables, Charts, Pivot (Tables - Charts) and V Lookup

The manager asked the trainer to do several enhancements to a spreadsheet including calculating remaining stock units, formatting sold units with color scaling, customizing the refill column based on remaining units and expiry date, setting up a vertical lookup to find remaining units, inserting and formatting charts to visualize the data, converting the data range to a table, applying filters and sorts, and creating pivot tables and charts to summarize the data. The trainer was to complete 13 tasks to fully analyze and visualize the product stock and sales data.

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37 views2 pages

Datasets, Tables, Charts, Pivot (Tables - Charts) and V Lookup

The manager asked the trainer to do several enhancements to a spreadsheet including calculating remaining stock units, formatting sold units with color scaling, customizing the refill column based on remaining units and expiry date, setting up a vertical lookup to find remaining units, inserting and formatting charts to visualize the data, converting the data range to a table, applying filters and sorts, and creating pivot tables and charts to summarize the data. The trainer was to complete 13 tasks to fully analyze and visualize the product stock and sales data.

Uploaded by

wonderjack
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
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Trainer: Khobeib M.

Osman
Tutorial: Excel 2013 Level 2
Tutorial No.: 2

Datasets, Tables, Charts, Pivot [Tables Charts] and V Lookup


Your manager asked you to do some enhancements to the following sheet by
doing the following things:

Things to do:

1. Calculate the Units Remaining in the stock.


2. Using the "Color Scale" in the conditional formatting, change the formatting
of the Units Sold column.
3. Using the functions and conditional formatting, customize the Stock Refill
column to display either :
a. "Refill" in case the [Remaining Units are less than 500] and [Expiry
Date is not in January or February] otherwise it should be "No Refill".
Or
b. "Stable" in case the Remaining Units are greater than 500.
4. Configure a Vertical Lookup in another sheet to display the Remaining units
in stock when we write the name of the product.

Phone No.: +971 4 397 7111 (Ext. 313) E-mail: [email protected]


Address: Burjuman Khalid Bin Alwaleed St. Business Trade Center building
Trainer: Khobeib M. Osman
Tutorial: Excel 2013 Level 2
Tutorial No.: 2

5. Insert a bar chart that shows the Product Name, Units Sold, and Units in
Stock.
6. Convert the Range of data into a table.
7. Apply a custom sort (starting with Product ID and the Price/Unit).
8. Create a Criteria Range based filter that displays all products with (a price
less than or equal to $ 2.00) and (their remaining units is less than 500).
9. Using Summary functions display only the products that need a "Refill".
10.Create a Criteria Range based filter that displays the count of all products
with (a price less than or equal to $ 2.00) and (their remaining units is less
than 500) and place that filter in the Criteria tab below.
11.Create a Bar chart that shows Units Sold and Units in Stock for each product
and modify it (add title, data labels, tick marks).
12.Create a Pivot table that shows the Units Sold for each Supplier, and sort in
a way that displays the highest selling product for each supplier [the Pivot
table should be in the Sales Dashboard sheet and has a name].
13.Create a Pivot chart.

Phone No.: +971 4 397 7111 (Ext. 313) E-mail: [email protected]


Address: Burjuman Khalid Bin Alwaleed St. Business Trade Center building

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