Intellipaat Excel Project 1

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aa Project 1: Unleashing Sales


Analytics Potential
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Advanced Microsoft Excel Training Course

Problem Statement:
You are given a large dataset in an Excel spreadsheet containing information
about sales transactions for a multinational company.

Dataset:
The dataset includes the following column headers:

1. Invoice ID: Unique identifier for each invoice or transaction


2. BranchCity: The city where the branch or store is located

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3. Customer type: The type of customer, such as "Member" or "Normal"
4. Gender: The gender of the customer

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5. Product line: The category or type of product being sold
6. Unit price: The price of a single unit of the product
7. Quantity: The quantity of products purchased in the transaction
8. Total: The total amount or value of the transaction
9. Date: The date when the transaction occurred
10. Payment: The payment method used for the transaction
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11.Rating: The customer satisfaction rating or feedback for the transaction

These column headers represent the different attributes and information captured
in the dataset, providing details about the sales, customer demographics, product
categories, pricing, and transaction characteristics.

Guidelines:
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Your task is to create a dynamic dashboard that provides the following insights:

● Total sales revenue: Calculate the total revenue generated by the


company based on the "Total" column.
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● Monthly sales trend: Create an appropriate chart that shows the monthly
sales trend over a given period. The chart should display the total sales
revenue for each month.
● Top-selling products: Determine the top 5 best-selling products based on
the total quantity sold. Display the product line under which they are
present and quantities in a separate table.
● Customer analysis: Create a bar chart that shows the distribution of
customers based on the total amount they spent. Group customers into
different spending ranges (e.g., $0-$100, $101-$500, $501-$1000, etc.)
and display the number of customers in each range.

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● Sales by branch: Analyse the sales performance by branch. Calculate the


total sales revenue for each branch and display the results in a pie chart.
● Sales by customer type: Create a PivotTable that summarizes the total
sales revenue for each customer type.

Note: The dataset may contain thousands of rows, so you need to use
appropriate Excel functions, formulas, and techniques to handle the data
efficiently and ensure that the dashboard updates automatically when the dataset
changes.

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