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Aula 08 - 8.4 Lab 8

The document provides instructions for a lab exercise involving importing customer demographic data from an Access database file into Excel and creating a pivot table to analyze the data. It notes that older Excel versions may not support certain charts. It then provides step-by-step instructions for importing the data, creating a pivot table, and linking the data for analysis in Excel 2010, 2013, and 2016 with workarounds provided for older versions.

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61 views2 pages

Aula 08 - 8.4 Lab 8

The document provides instructions for a lab exercise involving importing customer demographic data from an Access database file into Excel and creating a pivot table to analyze the data. It notes that older Excel versions may not support certain charts. It then provides step-by-step instructions for importing the data, creating a pivot table, and linking the data for analysis in Excel 2010, 2013, and 2016 with workarounds provided for older versions.

Uploaded by

The Spectrum
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Lab 8

Download the following files:

 File Lab8Start v5.xlsx. This Excel file contains two charts that, depending on


your version of Excel, that you may not be able to view. The Composition
worksheet contains a Treemap and Sunburst chart that will not be read by Excel
2010 and 2013 users. This will not affect your ability to complete this lab.
 File Demographics.mdb. Alternatively, Mac users can attempt importing the
data from Customer_demographics.txt text file since there is no Access import
function in Mac.

Let's bring the customer database into your Excel.

NOTE: This Excel file contains two charts that, depending on your version of Excel,
that you may not be able to view. The Composition worksheet contains a Treemap and
Sunburst chart that will not be read by Excel 2010 and 2013 users. This will not affect
your ability to complete this lab.

---Excel 2010, 2013 and 2016 Users---

1. From a new worksheet, go to the Data tab and on the Get External Data group,
select the From Access option. This will bring up the Select Data Source dialog box.

2. Navigate to where you saved the Demographics.mdb file, select it and click on the
Open button.

3. From the Import Data dialog box, ensure that Table is selected for how you want to
view the data, within the existing worksheet (or select New Worksheet if you didn’t
start from a new one), then click on the OK button.

4. There is only one table in this database so the import is rather simple. Rename the
worksheet Demographic Data. Your import should result in 18,484 rows (plus the
header) and seven columns of data.

---Excel 2013 and 2016 Users---

>>If you are using Excel 2010, skip the next two steps and go to the workaround
below<<

5. Create a new pivot table from the SalesTable then click More tables. Remember to
select Yes to Excel’s prompt to create a new pivot table.

6. Now, add the MaritalStatus and TotalChildren fields from


the Customer_demographic table as Rows and Order Quantity from
the SalesTable as Values. In addition, add the Product Category as filters.  HINT: For
Excel 2016, let Excel Auto-Detect Relationships. For Excel 2013, link the Customer ID
from SalesTable as Foreign key to the Customer ID from the table containing customer
demographics as Primary key.

You are now ready to answer the questions.

---Excel 2010 Users---

Workaround for Excel 2010 users.

1. Click anywhere on the newly imported data, click the Power Pivot tab, and click
Create Linked Table. This will open a new window called the Power Pivot window
and will add the newly imported data to the Data Model – this may take several
minutes.

2. Go to the Data worksheet (the SalesTable), click the Power Pivot tab and click
Create Linked Table. This will open a new window called the Power Pivot window
and will add the SalesTable data to the Data Model – this may take several minutes.

3. From the Power Pivot window, click the Home tab, click PivotTable and then click
PivotTable. Select New Worksheet and click OK.

4. Now, add the MaritalStatus and TotalChildren fields from


the Customer_demographic table as Rows and Order Quantity from
the SalesTable as Values. In addition, add the Product Category as filters.  HINT:
click Create and let Excel detects and creates the relationship.

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