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Program 3 Lab_Manual

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11 views

Program 3 Lab_Manual

Uploaded by

2405samrudhi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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3. Working with Data: Data Validation, Pivot Tables & Pivot Charts.

1. How much in $ did you sell in each city?


Create a Pivot Table:
Select your dataset, go to Insert > PivotTable.
In the PivotTable Fields pane:
Drag City to the Rows area.
Drag Amount (or the relevant sales column) to the Values area.
Ensure that Amount is set to "Sum" in the Values area to show the total sales amount for each
city.
2. Per each home appliance item, how many items were sold by your company?
Step 1: In the same or a new PivotTable, drag Item to Rows and Actual Price to Values.
Step 2: Click on the Values dropdown for "Actual Price" in the PivotTable Fields pane and
choose Value Field Settings.
Step 3: Change the summary type to Count instead of Sum. This will count the number of times
each item appears in the dataset, essentially giving the number of items sold.
Result: The PivotTable will display each item along with the number of times it was sold.

3. Create a breakdown of Total Revenue by Items (in Rows) and Regions (in Columns).
Step 1: In the PivotTable Fields pane, drag Item to Rows, Region to Columns, and Actual Price
to Values.
Step 2: Ensure Actual Price is set to Sum (it should be by default).
Result: This table will show the total revenue (in $) for each item, broken down by each region.

4. Filter Pivot Table to show only Microwave, Oven, and Refrigerators in "Item" and remove
NA from "Region."
Step 1: In the same PivotTable, click the filter dropdown on Item and select only Microwave,
Oven, and Refrigerator.
Step 2: For the Region filter, deselect "NA" to exclude North America from the analysis.
Result: The PivotTable will now only display data for Microwave, Oven, and Refrigerators,
and will exclude any data from the NA region.

5. Show Average Discount % per Sales Person, filtered to Columbia in ascending order.
Step 1: Drag Salesperson to Rows and Discount % to Values.
Step 2: Change the calculation type for Discount % to Average in the Value Field Settings.
Step 3: Apply a filter on the data or the PivotTable to show only records from Columbia.
Step 4: Sort the PivotTable in Ascending Order based on Discount %.
Result: This table will now display the average discount percentage per salesperson for sales
made in Columbia, sorted from lowest to highest.

6. Create a report for $ Sales by Region, Country, and Store.


Step 1: Drag Region to Rows, followed by Country, and then Store.
Step 2: Place Actual Price in the Values area and ensure it’s set to Sum.
Result: The PivotTable will display sales by Region, broken down by Country and Store. You
can format the table to look like:
Region Country Store Sales
EMEA Russia Moscow 123
APAC Japan Tokyo 456
7. Group Pivot Table by Region only (without removing any field).
Step 1: In the existing PivotTable from the previous question, collapse the Country and Store
rows to show only the Region level.
Step 2: This can typically be done by right-clicking on one of the lower levels (Country or
Store) and choosing Collapse Entire Field.
Result: The PivotTable will display totals grouped by Region only, giving a summary view.

8. As part of a re-organization process, you have decided that NA (North America) and
LATAM (Latin America) should be consolidated into one entity called "Americas".
Step 1: First, change Data labels for NA and LATAM to Americas.
We can do it easily by selecting the Region column in our original data, then clicking CTRL+H,
opening the dialog box of Find and Replace.
To make sure that our values are replaced only within the relevant column and not in the whole
workbook, click Options, then make sure "Sheet" is selected in the "Within" option.
We can do it easily by selecting the Region column in our original data, then clicking CTRL+H,
opening the dialog box of Find and Replace.
Step 2: After editing the data, refresh your PivotTable to update the regions.
Result: The PivotTable will now show consolidated sales data for "Americas" instead of NA
and LATAM.

9. Add omitted transactions to the dataset.


Step 1: Add the omitted rows (provided in your instructions) at the bottom of your dataset.
Step 2: After adding these rows, right-click the PivotTable and choose Refresh.
Result: The newly added data will now appear in your PivotTable analysis.

10. Create a Pie Chart for the $ amount of sales per store in the USA.
Step 1: Filter the dataset or PivotTable to show only rows where Country is "USA".
Step 2: Insert a Pivot Chart from the PivotTable by selecting Insert > PivotChart > Pie Chart.
Step 3: The chart should use "Store" as categories and the summed Actual Price as values.
Result: This pie chart will visually show the distribution of sales among the stores in the USA.
11. Add a Slicer to filter by Item in the Pivot Chart.
Step 1: Select the PivotChart and go to PivotChart Analyze in the Ribbon.
Step 2: Click Insert Slicer and choose Item as the slicer field.
Result: This slicer will allow you to filter the chart dynamically by different items, making it
easier to analyze sales for each type of appliance.

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