Activity #1  Alt + Underlined Letter (F, C, R,V): Keyboard shortcut for

each area
Pivot Table
 It automatically detects the formats (Ex. when putting
 Make sure you have a row of headers to describe the data Revenue in Values, it is already detected as Currency based
set on the source data)
 Row of headers describes the column of data below
Activity #2
 Make sure that there are no blank columns and rows, and
that there are no merged cells Creating a duplicate Pivot Table

Making Pivot Table Left click & hold “Sales by Rep” Sheet  Drag sheet to right 
Hold ctrl & release mouse button
 Source Data  Go to Insert Tab  Pivot Table  Pivot

table Window  Select table/range & input the range 1. Sales by Product Category
(range is already detected if you selected a cell inside the
 Remove Salesperson Field from Rows area  Find Category
data set)  New Worksheet  OK
Field  Drag to Rows area
 Drag Salesperson field  Rows
 Right click data in Sum of Revenue  Sort Largest to
 Drag Revenue Field  Values
Smallest
Changing into Currency
2. Top 10 Categories

Right click in any value cell (Sum of Revenue)  Value Field

Duplicate “ Sales by Product Category” Sheet  Click the filter
Settings  Number Format  Currency  No decimals  OK
button in Rows Label  Value Filters  Top 10  OK

Sorting
3. Sum of Unit Price
Right click in any value cell (Sum of Revenue)  Sort  Sort
 Duplicate “Sales by Product Category” Sheet  Clear Filters
Largest to Smallest
in Row Label
Creating Charts  Drag Unit Price Field to Values

Select any cell in the pivot table  Analyze Tab  Pivot Chart 
Bar Chart  OK

Cleaning up the Charts

 Right click Salesperson button  Hide all field buttons on

Chart
 Right click Names  Format Axis  Categories in Reverse

Order 4. Average Unit Price

 Left click the label, legends, and lines  Delete

Right Click data in Sum of Unit Price  Value Field Settings 
 Click the bar  Plus Button  Data Labels
Average  OK
 Click the bar  Format Data Series  Adjust Gap Width
5. Sum of Quantity
 Replace title with “Sales by Rep for 2014”

Drag Quantity Field to Values

Deleting Fields out of the Pivot Table

6. Count of Orders/Quantity
Left click  Drag the fields out of the area

Drag Quantity Field again to Values  Right Click data  Value

Using Pivot Pal
Field Settings  Count  OK
 XL Campus Tab  Search Button  Select Field  Classify
7. Correcting Blank Rows
them to where they belong
 Check if there’s any blank rows  “Data” Sheet  Filter

Category  Check “blanks”  Select cells that has no data

 Alt + ;  Type “Shipping Fee” in the Category  Ctrl +

Enter
 Go back to the sheet  Select any cell  (Analyze Tab 

Refresh) or (Right Click  Refresh) or (Alt + F5)

8. Percentage of Grand Total

Duplicate the last sheet  Remove all the fields in Values except
Sum in Revenue  Drag Revenue Field to Values  Right click Sales by Region

any cell in Sum of Revenue2  Value Field Settings  Show

Value As  % of Grand Total  Click OK

9. Sales Person by Category

Drag Salesperson Field to Rows Area

or
Sales Trend
Remove Sum of Revenue Field  Drag Salesperson Field to

Columns

Adding More Data

Select first cell of the new source data  Ctrl + Shift + End, Ctrl
+ C, Select first cell of the Order ID in Data Sheet, Ctrl + , Ctrl +

V  Go to other sheets  Select any cell in the Pivot Table 

Select a cell in the pivot table  Analyze Tab  Group Field
Analyze Tab  Change Data Source  Select any cell in the Data
Button  Click Months and Years  OK
Sheet  Ctrl + A  OK

Grouping Dates
Using Pivot Pal

 No blank cells in date column

 Open Pivot Pal Window  Select cell value of the blank row
 All cells formatted as date
 Filter Source
 Cells cannot contain text
 Alt + A C – Clear filters

Sales Count by Invoice Amount

Activity #3

 Remove all fields  Drag Revenue Field to Rows  Select a

Sales by Salesperson
cell  Analyze Tab  Group Field  Leave at default
settings  OK

 Drag Revenue Field to Values

Limiting the Range

 Click any cell  Analyze  Group Field  Change ending

amount to 4,000  OK
Top 5 Customers
Creating dashboards

Shift +F11 – New sheets

Copy each chart  Ctrl + Scroll Down (Zoom Out)  Ctrl + Left
Click (Select all charts at the same time)  Resize, Align, Lock
Charts [Format  Size  Small Button  Properties Section 

Don’t Move or Size with Cells]

Adding Slicers

Select Sales Trend Chart  Insert Tab  Slicers  Click

Salesperson and Region  Right Click Slicer  Report

Connections  Select all Pivot Tables  OK