Shelly Cashman Excel 2016 | Module 8: SAM Project 1a
Peterbu Farm Share
WORKING WITH TRENDLINES, PIVOTTABLES, PIVOTCHARTS, AND SLICERS
GETTING STARTED
Open the file SC_EX16_8a_FirstLastName_1.xlsx, available for download
from the SAM website.
Save the file as SC_EX16_8a_FirstLastName_2.xlsx by changing the “1” to
a “2”.
o If you do not see the .xlsx file extension in the Save As dialog box, do
not type it. The program will add the file extension for you automatically.
With the file SC_EX16_8a_FirstLastName_2.xlsx still open, ensure that
your first and last name is displayed in cell B6 of the Documentation sheet.
o If cell B6 does not display your name, delete the file and download a new
copy from the SAM website.
PROJECT STEPS
1. Marcello Peterbu coordinates the farm share program for his family’s farm.
Besides the traditional vegetable and fruit shares, the Peterbu farm share has
also been expanded to include meat and dairy options for its members.
Marcello is reviewing the farm share sales data from the last few years to see
how best to expand the program. He first wants to create a line chart of the
total sales from the farm shares over a four year period.
Go to the 2018-2021 Share Totals worksheet. Create a Line with Markers
chart based on the range A3:E4. Move and resize the chart so that the upper
left corner is within cell A7 and the lower right corner is within in cell H24.
2. Format the line with markers chart as described below:
a. Use 2018-2021 Farm Share Sales as the title of the chart.
b. Add a Primary Vertical Axis title to the chart. Use Dollars (U.S.) as the
Primary Vertical Axis title.
c. Add a Primary Horizontal Axis title to the chart. Use Sales Year as the
Primary Horizontal Axis title.
d. Select the 2020 Sales data point on the chart, then change the size of the
marker to 10 and the fill color of the marker to Green, Accent 6 (10th
column, 1st row in the Theme Colors palette).
3. Marcello now wishes to review how the sales of the non-produce shares might
grow over the next two years by adding a trendline to his sales data chart.
Go to the Non-Produce Chart - Trends worksheet. Add a linear trendline to the
chart with the following options:
Shelly Cashman Excel 2016 | Module 8: SAM Project 1a
a. Set the trendline to forecast forward 2 periods.
b. Display the R-squared value on the chart.
4. Peterbu farm shares come in three different sizes: small, large, and regular (for
those shares without different size options). Marcello wants to visually display
how the sales of different share sizes have changed over time.
Go to the 2018-2021 Share Size Chart worksheet. Remove the Average Share
Cost series from the PivotChart.
5. Format the PivotChart as described below:
a. Change the format of all four data series to Cylinder.
b. Change the fill color of the Back Wall of the chart to Blue, Accent 1,
Lighter 80% (5th column, 2nd row in the Theme Colors palette) and fill
color of the Side Wall of the chart to Orange, Accent 2, Lighter 80%
(6th column, 2nd row in the Theme Colors palette).
6. Go to the 2018-2021 Share Sales worksheet. Select cell A4 and create a
PivotChart & PivotTable on a new worksheet as described below:
a. Use Share Size Pivot as the name of the worksheet.
b. If necessary, move the worksheet directly after the 2018-2021 Share Size
Chart worksheet.
c. Add the Share Size field to the Axis (Category) area of the PivotChart field
task pane.
d. Add the Share Type field to the Values area of the PivotChart field task
pane. (Hint: The field name will be updated to Count of Share Type.)
e. Move the PivotChart so that the upper left corner is located within cell A9
and the lower right corner is located within cell G23.
f. Use Share Options by Size as the title of the PivotChart.
g. Add a Primary Vertical Axis title to the PivotChart. Use Number of Share
Options as the Primary Vertical Axis title.
h. Add a Primary Horizontal Axis title to the PivotChart. Use Share Size as
the Primary Horizontal Axis title.
7. Customers can pick up their weekly farm shares at designated locations in
town. If Marcello decides to expand his program, he needs to know how each
location will be impacted by farm share pick up.
Go to the 2021 North Region Participants worksheet and select cell A4. Create a
blank PivotTable report in a new worksheet. (Hint: The PivotTable report should
be based on the table NorthRegion2021.)
a. Use North Pickup Location Report as the name of the worksheet.
b. Add the Pickup Location and Share Type (in that order) to the Rows area
of the PivotTable Fields task pane.
c. Add the Share Cost field to the Values area of the PivotTable Fields task
pane. (Hint: The name of the field will be updated to Sum of Share Cost.)
Shelly Cashman Excel 2016 | Module 8: SAM Project 1a
d. Apply the Currency number format, with 0 decimal places and $ as the
symbol, to the Sum of Share Cost field.
e. Add the Share Size field to the Filters area of the PivotTable Fields task
pane. Use the filter to display only records for L in the PivotTable report.
8. Return to the 2021 North Region Participants worksheet. Select cell A4 and
create a PivotChart directly from the data in that table in a new worksheet as
described below:
a. Use Season Size PivotChart as the name of the worksheet.
b. If necessary, move the worksheet directly after the 2021 North Region
Participants worksheet.
c. Add the Share Size field to the Legend (Series) area of the PivotChart
Fields task pane.
d. Add the Season field to the Axis (Category) area of the PivotChart Fields
task pane.
e. Add the Share Type field to the Values area of the PivotChart Fields task
pane. Use Shares Sold in North Region as the title of this field.
f. Move and resize the PivotChart so that the upper left corner is located
within cell G2 and the lower right corner is located within cell O18.
9. Marcello already created a PivotTable to determine how many sales were
associated with each pickup location. He now wishes to format the chart to
make it easier to read and determine the average sales per participant at each
location.
Go to the Location Report worksheet. Refresh the PivotTable report data. (Hint:
After refreshing the PivotTable data, the value in cell D18 should be 17410.)
10. Apply the Pivot Style Medium 14 to the PivotTable report.
11. Modify the Sum of Share Cost field as described below:
a. Summarize the values in the column using the AVERAGE function.
b. Use Average Sale per Share as the name of the field.
12. Modify the number format of the Total Share Sales field, so that the values
display in the Accounting number format, with 0 decimal places and $ as the
symbol.
13. Change the Report Layout so that the report is viewed in Outline Form.
14. Switch to the Sales Total Report worksheet. Each customer has purchased the
same farm share package each year they have participated in the program.
Add a new calculated field to the end of the PivotTable report to calculate the
cumulative share sales for each customer as described below:
a. Create a formula without using a function that multiplies the Share Cost
by the Years Participating. (Hint: The calculated field will automatically
be added to your PivotTable.)
b. Apply the Accounting number format, with 0 decimal places and the $
symbol, to the newly created column.
Shelly Cashman Excel 2016 | Module 8: SAM Project 1a
c. Use Cumulative Share Sales as the custom name of the field.
15. Go to the Share Type Report worksheet. Format the Season Slicer as described
below:
a. Format the Slicer using the Slicer Style Light 6.
b. Use the Slicer to filter the PivotTable report to display only data for the
Summer-Fall field.
16. Add another Slicer to the Model PivotTable report based on the Share Type
field, then complete the following actions:
a. Resize and reposition the Share Type Slicer, so that the upper left corner
is located within cell D10 and the lower right corner is located within cell
G26.
b. Format the Slicer using the Slicer Style Light 6.
c. Use the Slicer to filter the PivotTable report to display only data for Fruit,
Fruit & Vegetable, and Vegetable fields. (Hint: The PivotTable should
already be filtered using the Season Slicer.)
Your workbook should look like the Final Figures on the following pages. Save your
changes, close the workbook, and then exit Excel. Follow the directions on the SAM
website to submit your completed project.
Final Figure 1: 2018-2021 Share Totals Worksheet
Shelly Cashman Excel 2016 | Module 8: SAM Project 1a
Final Figure 2: Non-Produce Chart - Trends Worksheet
Final Figure 3: 2018-2021 Share Size Chart Worksheet
Shelly Cashman Excel 2016 | Module 8: SAM Project 1a
Final Figure 4: Share Size Pivot Worksheet
Final Figure 5: 2018-2021 Share Sales Worksheet
Shelly Cashman Excel 2016 | Module 8: SAM Project 1a
Final Figure 6: North Pickup Location Report Worksheet
Final Figure 7: Season Size PivotChart Worksheet
Final Figure 8: Location Report Worksheet
Shelly Cashman Excel 2016 | Module 8: SAM Project 1a
Final Figure 9: Sales Total Report Worksheet
Final Figure 10: Share Type Report Worksheet
