YO19 Excel Ch06 Prepare PartB Sales Analysis Instructions

Grader - Instructions Excel 2019 Project
YO19_Excel_Ch06_Prepare_PartB_Sales_Analysis
Project Description:
Aleeta Herriott, manager of the Red Bluff Pro Shop, would like to develop a marketing strategy for increasing pro shop
patronage. She has requested data about the pro shop sales over the past several years. She needs to be able to work with
the data to understand the current patronage, such as where the patrons were from, what kind of items they purchased, how
much money they spent, and so forth. Exploring the data is key in determining the marketing strategy because it helps her
learn about customer preferences. After analyzing the data, Aleeta will present her ideas to the board of directors.
Steps to Perform:
Points
Step Instructions
Possible
1 Start Excel. Download and open the file named 0

Excel_Ch06_Prepare_SalesAnalysis.xlsx. Grader has automatically
added your last name to the beginning of the filename. Save the file to
the location where you are storing your files
2 Database functions allow for the user to specify criteria in one or more 15
fields to explore the data with ease. When this is done, all the criteria
must be evaluated to TRUE for the record to be included in the
calculation. Using a table for the Excel Database allows you to add
new records to the database easily and any database functions used
on the table will automatically update.
On the SalesData worksheet, convert the plain data set to an Excel

table. Name the Excel table, SalesData and then create a named
range, SalesDatabase, for all of the data in the table, including the
column headings.
Copy the column headings from the SalesData table and paste them
on the DatabaseTotals worksheet, starting in cell A1 to setup the
criteria area of for use in the Database functions.
On the DatabaseTotals worksheet, in cell B5, type NetRevenue for the
field name that will be used in the database functions.
In cells B7:B11, use the appropriate Database function to calculate the

sum, average, count, max, and min of the NetRevenue field using the
range A1:L2 as the criteria.
Once all database functions have been created, use the criteria area
to limit the calculations to those records with transaction dates after
11/15/2022 and with Apple Pay as the payment method.
Finally, change the field being used in the calculations from

NetRevenue to TotalDiscounts.
Created On: 04/07/2020 1 YO19_Excel_Ch06_Prepare Part B - Sales Analysis 1.2

Points
Step Instructions
Possible
3 Excel's Recommended PivotTables feature allows you to easily 7

explore data from many different perspectives with just a few clicks.
Once created, they can be easily modified to improve readability and
even changed to further explore the data.
Using the data on the SalesData worksheet, use the Recommended

PivotTable button on the Insert tab to create the Average of CashDisc
by Quantity PivotTable.
********************************************************************************
*******************
If using a Mac, the Recommended PivotTable automatically created
will need to be modified before moving forward.
In the PivotTable Fields pane, click to deselect TransDate,
NetRevenue and EMP-ID.
In the PivotTable Fields pane, drag Quantity to Rows, ClubMember? to
columns, and CashDisc to Values.
Right-click the CashDisc field in the Values area, select Field Settings,
and change the Summarize by function to Average.
********************************************************************************
*******************
Configure the PivotTable Options so that error values are shown as 0
In cell A4, replace Row Labels with Quantity Sold and in cell B3,
replace Column Labels with ClubMember?
Remove the CashDisc field from the Values area and replace it with
the TotalDiscounts field.
Rename the worksheet to be TotalDiscountsByQty
4 A PivotTable is an interactive table that extracts, organizes, and 13

summarizes source data. PivotTables are used for data analysis and
looking for trends and patterns for decision-making purposes. The first
step in creating a PivotTable is to select the data to be used and the
location where it is to be created.
Use the data in the SalesData Excel Table to create a PivotTable on a

new worksheet. Name the new worksheet PivotAnalysis.

Points
Step Instructions
Possible
5 Seeing how the Net Revenue breaks down into various groups can be 15
easily done with PivotTables.
Set up the PivotTable so that it displays the NetRevenue values with

the TransDate field grouped into Years, Quarters, and Months as the
Rows and the PaymentType as the columns. Use the ClubMember?
field as the report filter and only show the data for club members.
6 PivotTables can be made more user-friendly and provide additional 10
insights into your data though various PivotTable configuration options.
Create a Total Net Revenue Custom Name for the Sum of

NetRevenue field and format the field as Accounting with 2 decimal
places.
In cell A4, replace Row Labels with Quarters by Year and in cell B3,
replace Column Labels with Payment Type.
Change the PivotTable so that it shows the Total Net Revenue as % of
Grand Total.
Apply the White, Pivot Style Light 23 to the PivotTable.
7 Slicers added to a PivotTable make it easy to apply various filters to 10

the data.
Insert an EMP-ID slicer to the PivotTable. Position the slicer so that

the top-left corner is in cell G3 and then drag the bottom edge to adjust
the height so that the extra white space is no longer visible. Do not
drag it so far that you see a scroll bar on the right side. Modify the
Header Caption of the slicer to be Employee and apply the White,
Slicer Style Other 2. Use the slicer so that only the records for EMP-
00024 are showing.
8 As new transactions are recorded in the SalesData table, the 20
PivotTable can be easily refreshed to incorporate the new records into
the analysis.
Add the following data to row 25 of the SalesData table:

TransID P000121
TransDate 01/01/2023
EMP-ID EMP-00024
ItemID T822Z48
PaymentType Cash
Quantity 3
GrossRevenue 98.85

Points
Step Instructions
Possible
ClubMember? Yes
Coupon
CashDisc
NetRevenue 98.85
TotalDiscounts 0
Refresh the PivotTable so that the new transaction is included in the

Analysis and then clear all PivotTable filters.
Create a drill-down of the December, 2022 Apple Pay transactions
onto a new worksheet and name the worksheet
ApplePayTransactions.
9 PivotCharts can add a visual component to your analysis with options 10

to filter specific records.
Create a PivotChart based on the data in the SalesData table. Start

the analysis on a new worksheet, renamed to be
RevenueByPaymentType
The PivotChart should be a Pie Chart that shows the proportion of Net
Revenue from each Payment Type.
Use Years as the Filter so that you can see the data for any given
year.
Move the Pie Chart to its own worksheet named,
RevenueByTypePivotChart
Edit the chart title to be Proportion of Revenue by Payment Type
Use the Years Filter to only show transactions from 2022.
10 Save and close Excel_Ch06_Prepare_SalesAnalysis.xlsx. Exit Excel. 0
Submit the file as directed.
Total Points 100

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Grader - Instructions Excel 2019 Project

1 Start Excel. Download and open the file named 0

On the SalesData worksheet, convert the plain data set to an Excel

In cells B7:B11, use the appropriate Database function to calculate the

Finally, change the field being used in the calculations from

Created On: 04/07/2020 1 YO19_Excel_Ch06_Prepare Part B - Sales Analysis 1.2

3 Excel's Recommended PivotTables feature allows you to easily 7

Using the data on the SalesData worksheet, use the Recommended

Configure the PivotTable Options so that error values are shown as 0

Rename the worksheet to be TotalDiscountsByQty

4 A PivotTable is an interactive table that extracts, organizes, and 13

Use the data in the SalesData Excel Table to create a PivotTable on a

Created On: 04/07/2020 2 YO19_Excel_Ch06_Prepare Part B - Sales Analysis 1.2

Set up the PivotTable so that it displays the NetRevenue values with

Create a Total Net Revenue Custom Name for the Sum of

7 Slicers added to a PivotTable make it easy to apply various filters to 10

Insert an EMP-ID slicer to the PivotTable. Position the slicer so that

Add the following data to row 25 of the SalesData table:

Created On: 04/07/2020 3 YO19_Excel_Ch06_Prepare Part B - Sales Analysis 1.2

Refresh the PivotTable so that the new transaction is included in the

9 PivotCharts can add a visual component to your analysis with options 10

Create a PivotChart based on the data in the SalesData table. Start

Created On: 04/07/2020 4 YO19_Excel_Ch06_Prepare Part B - Sales Analysis 1.2

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