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Project - PivotTable - Instructions

The document provides instructions for creating several pivot tables from an orders data set to answer specific questions. Pivot tables are to be created on different sheets to analyze regions, categories, cities, and sub-categories by sum, average, and count of sales and profit. Formatting, sorting, filtering and charts are also specified.

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mayaeisenberg22
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Download as DOCX, PDF, TXT or read online on Scribd
26 views

Project - PivotTable - Instructions

The document provides instructions for creating several pivot tables from an orders data set to answer specific questions. Pivot tables are to be created on different sheets to analyze regions, categories, cities, and sub-categories by sum, average, and count of sales and profit. Formatting, sorting, filtering and charts are also specified.

Uploaded by

mayaeisenberg22
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Project – PivotTables - Instructions

Note: Do Not change any of the default PivotTable headers unless instructed to do so

1.

a) For this project, create all pivot tables from the Orders data set on the Existing

Worksheets Q1 through Q10

2.

a) On Sheet Q1, create a PivotTable from the data on the Orders sheet and answer

Question One: What Region had the greatest sum of Profit?

b) Put “Region” in the rows and “Profit” in the values.

c) Sort the “Sum of Profit” Smallest to Largest.

d) Format the PivotTable with values with currency zero decimal places.

e) Change the report layout to Tabular form

3.

a) On Sheet Q2, create a PivotTable from the data on the Orders sheet and answer

Question Two: What Category had the greatest sum of Sales?

b) Put “Category” in the rows and “Sales” in the values.

c) Sort the “Sum of Sales” Largest to Smallest.

d) Format the PivotTable with values with currency zero decimal places.

e) Change the report layout to Tabular form

4.

a) On Sheet Q3, create a PivotTable from the data on the Orders sheet and answer

Question Three:

b) What combination of Region and Category had the greatest sum of Profit?
Project – PivotTables - Instructions
c) Put “Region” in the rows, “Category” in the columns, and “Profit” in the values.

d) Format the PivotTable with values with currency zero decimal places.

e) Change the report layout to Tabular form

5.

a) Create a 3-D Column Chart from the PivotTable on sheet Q3

6.

a) On Sheet Q4, create a PivotTable from the data on the Orders sheet and answer

Question Four: What combination of State and Segment had no transactions

(blank spots in the pivotable)?

b) Put “State” in the rows, “Segment” in the columns, and “Quantity” in the values.

c) Select the PivotTable Option so empty cells show Zeros.

d) Change the report layout to Tabular form

7.

a) Select all the data in the PivotTable on sheet Q4 (B3:E51) and apply conditional

formatting to the PivotTable to highlight all values equal to zero

8.

a) On Sheet Q5, create a PivotTable from the data on the Orders sheet and answer

Question Five: Which City had the highest number (Count of) of transactions?

b) Put “City” in the rows and “City” in the values.

c) Sort the “Count of City” Largest to Smallest.

d) Change the report layout to Tabular form

9.
Project – PivotTables - Instructions
a) On Sheet Q6, create a PivotTable from the data on the Orders sheet and answer

Question Six: Which 10 Cities had the highest number (Count of) of

transactions?

b) Put “City” in the rows and “City” in the values.

c) Sort the “Count of City” Largest to Smallest.

d) Use a Value Filter for the “Count of City” field to show only the Top Ten cities

by Count.

e) Change the report layout to Tabular form

10.

a) Create a 2-D Column Chart from the PivotTable on sheet Q6

b) Remove the Chart Title

c) Remove the Chart Legend

11.

a) On Sheet Q7, create a PivotTable from the data on the Orders sheet and

answer Question Seven: For each Sub-Category, what is the Sum, Average,

and Count of Sales?

b) Put “Sub-Category” in the rows.

c) Add the “Sales” field to the values three times (creating “Sum of Sales 1, Sum

of Sales 2 and Sum of Sales 3”).

d) Change the calculation of the second and third column to Average of Sales,

and Count of Sales

e) Format the Sum of Sales and Average of Sales with values with currency zero

decimal places.
Project – PivotTables - Instructions
f) Change the report layout to Tabular form

g) Change the names of the fields (Custom Names) to “Sales Total”, “Average of

Total Sales” and “Count of Transactions”, respectively.

h) Widen the Columns so you can read all the new field names

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