Pivot Table Project

Objectives
By the end of this lesson, you will be able to:

 Set up a Worksheet  Create an interactive

 Enter Labels and Values Dashboard
 Use Sum and IF functions  Use sheet reference
 Format and align cells  Name sheet tabs
 Change column width  Group worksheets
 Use AutoFill  Copy/paste worksheets
 Use VLOOKUP  Convert range to table
 Enter cell references between  Format a table
worksheets  Create Pivot Charts
 Select non-adjacent cells  Modify Chart properties and
 Create PivotTables formatting
 Use the Slicer

You will use a Lookup table to populate values in a sales report, then
calculate sales data. Then, you will create an interactive dashboard using
pivot tables, pivot charts, and slicer controls.

1. Open the Pivot Table Data File, save it as Pivot Table Project, click
cell I1 in the Sales Data worksheet, type Product Cost, click in cell
H1 and type Product Price, type Markup in cell J1, then Sales in L1.
click in cell I2, click the AutoSum down arrow, click More functions
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Points in the functions dialog box, type VLOOKUP in the search field. The
VLOOKUP Functions Argument dialog box appears, click the
Lookup_value data range button, click cell E2, click the data range
button to return to the Functions Arguments dialog box, click the
Table-array data range button, click the Product Ledger sheet tab,
select the range A2:D13 for the argument, press the F4 key to make
the value absolute, type 3 in the Col_index_num field, type False in
the Range_lookup field, click OK. You are asking Excel to “look up” the
product cost from the third column of the Product Ledger table for the item
in cell E2. By typing “false” in the Range_lookup field, you are telling Excel
you are looking for an exact match. If you left this field blank, or entered
“true,” Excel would look for similar values. This might be handy when data is
not specific. The Function argument in your formula bar should look like this:
=VLOOKUP(E2,'Product Ledger'!$A$2:$D$13,3,FALSE)
The value in cell I2 should be 0.3.
 Use the fill handle to populate the rest of the column. Use the
VLOOKUP function to determine the Product Price for each product
in column J.

2. Enter a simple formula to calculate the values for the Markup

column. Markup is the difference between the product cost, and the product
price. Click cell L2, enter the formula =G2*J2. Because SUPA101 is a
1-4 product sample, there is no sale price, and the value in the cell is blank (we
Points will come back to that). However, there is a loss because there is cost
involved in producing it. Type Loss in cell M1, click the FORMULAS Tab,
click the Insert Function button, type IF in the Search for a function
field. Click OK to open the IF Function Arguments dialog box. Type
G2*K2<0 in the Logic_test field, type G2*K2 in the Value_if_true
field, type 0 in the Value_if_false field, click OK. You are asking Excel
to check whether the product of units Sold and Markup is less than zero (a
loss). If it is, then you are telling Excel to calculate the loss. If it is not, then
you are telling Excel to enter a zero.

The function argument in the formula bar should look like this:
=IF(G2*K2<0,G2*K2,0)
The value in cell M1 should be -35.1.
 Use the fill handle to populate the rest of the Sales and Loss
columns. Format the five new columns as Currency. Use AutoSum to
calculate the totals for the Sales and Loss columns. Total Sales
should be $649,329.69 and Total Loss should be -$2,682.90.

You decide that you want to include the loss values within the sales column.
The same IF function you created to calculate loss could be used to
accomplish this, but the Value_if-false field will have the argument to
calculate the product of units sold and product price. Your function argument
would look like this: =IF(G2*K2<0,G2*K2,G2*J2)

3. Select columns A:M, click the Format as Table button and chose a
table style of your liking. The Format As Table dialog box will appear
as below. Make sure that the My table has headers checkbox is
checked. Click OK.
1-3
Points

Before you create a pivot table, you must have your columns in tabular
form. If you are working with an extremely large amount of data, this
process can take a while to tabulate. In this case, the spreadsheet is fairly
small in comparison to many sales reports. Filter buttons will populate the
Header row.
Click any cell in the Sales Data worksheet, click the INSERT tab, click
the Pivot Table button in the Tables group, The Create PivotTable
dialog box will appear. The Table/Range is already populated because you
had clicked on a cell within the worksheet. Otherwise, you would need to
select the range you wanted to analyze. Click the New Worksheet button
to place your pivot table in a new worksheet, then click OK. You are
presented with a new worksheet with a Pivot table area on the left and a
PivotTable fields list on the right.

Double-click the Region field. Excel automatically placed it into the

ROWS area, and you can see the Regions populated on the left. Notice
there is a (blank) region. That is because we added a row of totals to
the bottom of the Sales Data worksheet. Click the filter button on the
Row Label list, deselect the (blank) label. Select the Sales field and
 drag it down to the Values area. If your settings are set as default you
will see the Count of Sales in the Pivot Table area. Click on the Count

Sales arrow , click Value Field Settings,

change the value to Sum of Sales, click the Number Format button,
and change the category to Currency. Right-click any of the Sum of
Sales values, right-click, click sort, click Sort Largest to Smallest.

4. Click the Analyze tab, click PivotChart from the Tools group, click Bar
chart, and click OK. Right-click the Sum of Revenue button, click
1-3 Hide All Field Buttons on Chart, right-click the Y axis values (the one
Points with the names), click Format Axis, and check the box for Categories
in reverse order in the Axis Options section. Click on the X axis
labels, press [Delete], click the Legend, press [Delete], click the
vertical lines, press [Delete], right-click the bars, click Add Data
Labels, click the columns again, click Format Data Series, change the
Gap Width to 50%, Change the chart title to Sales by Region. Your
pivot chart should resemble the one below:

5. Double-click the sheet tab, Change the Sheet name to Sales by

Region. Left-click and hold as you drag the sheet pointer to the right
1-3 of the Pivot Table sheet tab, press and hold [Ctrl], release the left
Points mouse button. You just created a copy of the Sales by Region sheet.
Change the name of the new sheet Sales by Product. Replace the
Region field in the rows area with productSold, filter out the (blank)
and SUPA101. Delete the bar chart. Drag the Sales by Product field
down to the VALUES field again so that you have two categories.
Again, if your settings are set as default, the Count of Sales will appear in
 addition to Sum of Sales. Click the Count of Sales field, click Value Field
Setting, click the Show Values A tab, select % of Grand Total.

Move the productSold field down to the ROWS area, and move the
Region field to the COLUMNS area.

6. Make a copy of the Sales by Product worksheet, change the sheet

name to Product Percent by Region, move the Region field from the
1-3 COLUMS area to the FILTERS area. Click the ANALYZE tab, click the
Points
PivotChart button in the Tools group, click 3D Pie chart. Hide all the
field buttons on the chart, click the pie, click Add Data Labels, click
 the data labels, and change the data labels to show percent only.
Change the chart title to Percent of Sales. You can now filter the data
and chart by region.

7. Make a copy of the Product Percent by Region worksheet, Rename

the new sheet Product Sales, right-click the chart, and change the
1-2 chart type to Column. Filter by Region, Place productSold in the
Points Columns, and Sum of Sales in the Values.

Filter out SUPA101 and (blank). Format the chart to look as shown
below:
 8. Create a blank worksheet, name the worksheet Dashboard, Select all
cells , Change the fill color to a light shade of your choosing, copy
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the charts you create to the Dashboard. Click the Sales by Region
Points chart, click INSERT, click Slicer from the Filters group. Click
productSold, click OK. Click the Percent of Sales chart, click INSERT,
click Slicer, click Region, and click OK. Click the Region slicer, click
the SLICER TOOOLS OPTIONS tab, click the Report Connection
button, check both the Product Percent by Region and the Product
Sales charts, click OK. You can now have slicer control over the charts.
Click the slicers to see the charts data change.
Make sure the blanks are filtered out of your pivot tables. Save and
close the workbook, then submit a copy to your instructor.