Order ID Order Date Employee Customer Name

30 01/15/15 Anne Hellung-Larsen Company AA

30 01/15/15 Anne Hellung-Larsen Company AA
31 01/20/15 Jan Kotas Company D
31 01/20/15 Jan Kotas Company D
31 01/20/15 Jan Kotas Company D
32 01/22/15 Mariya Sergienko Company L
32 01/22/15 Mariya Sergienko Company L
33 01/30/15 Michael Neipper Company H
34 02/06/15 Anne Hellung-Larsen Company D
35 02/10/15 Jan Kotas Company CC
36 02/23/15 Mariya Sergienko Company C
37 03/06/15 Laura Giussani Company F
38 03/10/15 Anne Hellung-Larsen Company BB
39 03/22/15 Jan Kotas Company H
42 03/24/15 Nancy Freehafer Company J
40 03/24/15 Mariya Sergienko Company J
42 03/24/15 Nancy Freehafer Company J
42 03/24/15 Nancy Freehafer Company J
56 04/03/15 Andrew Cencini Company F
55 04/05/15 Nancy Freehafer Company CC
48 04/05/15 Mariya Sergienko Company H
48 04/05/15 Mariya Sergienko Company H
46 04/05/15 Robert Zare Company I
46 04/05/15 Robert Zare Company I
50 04/05/15 Anne Hellung-Larsen Company Y
51 04/05/15 Anne Hellung-Larsen Company Z
51 04/05/15 Anne Hellung-Larsen Company Z
51 04/05/15 Anne Hellung-Larsen Company Z
45 04/07/15 Nancy Freehafer Company BB
45 04/07/15 Nancy Freehafer Company BB
47 04/08/15 Michael Neipper Company F
58 04/22/15 Jan Kotas Company D
58 04/22/15 Jan Kotas Company D
63 04/25/15 Mariya Sergienko Company C
63 04/25/15 Mariya Sergienko Company C
60 04/30/15 Michael Neipper Company H
71 05/24/15 Nancy Freehafer Company A
67 05/24/15 Mariya Sergienko Company J
69 05/24/15 Nancy Freehafer Company J
70 05/24/15 Nancy Freehafer Company K
78 06/05/15 Nancy Freehafer Company CC
75 06/05/15 Mariya Sergienko Company H
73 06/05/15 Robert Zare Company I
76 06/05/15 Anne Hellung-Larsen Company Y
77 06/05/15 Anne Hellung-Larsen Company Z
72 06/07/15 Nancy Freehafer Company BB
74 06/08/15 Michael Neipper Company F
79 06/23/15 Andrew Cencini Company F
79 06/23/15 Andrew Cencini Company F
Category Product Name Sales Payment Type
Beverages Beer $1,400.00 Check
Dried Fruit & Nuts Dried Plums $105.00 Check
Dried Fruit & Nuts Dried Apples $530.00 Credit Card
Dried Fruit & Nuts Dried Pears $300.00 Credit Card
Dried Fruit & Nuts Dried Plums $35.00 Credit Card
Beverages Chai $270.00 Credit Card
Beverages Coffee $920.00 Credit Card
Baked Goods & Mixes Chocolate Biscuits Mix $276.00 Credit Card
Baked Goods & Mixes Chocolate Biscuits Mix $184.00 Check
Candy Chocolate $127.50 Check
Soups Clam Chowder $1,930.00 Cash
Sauces Curry Sauce $680.00 Credit Card
Beverages Coffee $13,800.00 Check
Candy Chocolate $1,275.00 Check
Baked Goods & Mixes Chocolate Biscuits Mix $92.00
Beverages Green Tea $598.00 Credit Card
Condiments Cajun Seasoning $220.00
Jams, Preserves Boysenberry Spread $250.00
Candy Chocolate $127.50 Check
Beverages Beer $1,218.00 Check
Baked Goods & Mixes Chocolate Biscuits Mix $230.00 Check
Sauces Curry Sauce $1,000.00 Check
Dairy Products Mozzarella $1,740.00 Check
Pasta Ravioli $1,950.00 Check
Baked Goods & Mixes Scones $200.00 Cash
Canned Meat Crab Meat $552.00 Credit Card
Oil Olive Oil $533.75 Credit Card
Soups Clam Chowder $289.50 Credit Card
Canned Meat Crab Meat $920.00 Credit Card
Soups Clam Chowder $482.50 Credit Card
Beverages Beer $4,200.00 Credit Card
Grains Long Grain Rice $280.00 Credit Card
Jams, Preserves Marmalade $3,240.00 Credit Card
Condiments Syrup $500.00 Cash
Sauces Curry Sauce $120.00 Cash
Dairy Products Mozzarella $1,392.00 Credit Card
Canned Meat Crab Meat $736.00
Dried Fruit & Nuts Almonds $200.00 Credit Card
Dried Fruit & Nuts Dried Plums $52.50
Sauces Curry Sauce $800.00
Canned Fruit & Vegetables Fruit Cocktail $1,560.00 Check
Candy Chocolate $510.00 Check
Soups Clam Chowder $96.50 Check
Condiments Cajun Seasoning $660.00 Cash
Jams, Preserves Boysenberry Spread $2,250.00 Credit Card
Beverages Coffee $230.00 Credit Card
Candy Chocolate $510.00 Credit Card
Dried Fruit & Nuts Dried Apples $1,590.00 Check
Dried Fruit & Nuts Dried Pears $900.00 Check
CSAT Last Name First Name Address City State/Province
81% Toh Karen 789 27th Street Las Vegas NV
65% Toh Karen 789 27th Street Las Vegas NV
97% Lee Christina 123 4th Street New York NY
86% Lee Christina 123 4th Street New York NY
66% Lee Christina 123 4th Street New York NY
67% Edwards John 123 12th Street Las Vegas NV
100% Edwards John 123 12th Street Las Vegas NV
100% Andersen Elizabeth 123 8th Street Portland OR
74% Lee Christina 123 4th Street New York NY
65% Lee Soo Jung 789 29th Street Denver CO
80% Axen Thomas 123 3rd Street Los Angelas CA
63% Pérez-Olaeta Francisco 123 6th Street Milwaukee WI
69% Raghav Amritansh 789 28th Street Memphis TN
76% Andersen Elizabeth 123 8th Street Portland OR
66% Wacker Roland 123 10th Street Chicago IL
92% Wacker Roland 123 10th Street Chicago IL
73% Wacker Roland 123 10th Street Chicago IL
96% Wacker Roland 123 10th Street Chicago IL
82% Pérez-Olaeta Francisco 123 6th Street Milwaukee WI
67% Lee Soo Jung 789 29th Street Denver CO
88% Andersen Elizabeth 123 8th Street Portland OR
64% Andersen Elizabeth 123 8th Street Portland OR
92% Mortensen Sven 123 9th Street Salt Lake City UT
64% Mortensen Sven 123 9th Street Salt Lake City UT
80% Rodman John 789 25th Street Chicago IL
100% Liu Run 789 26th Street Miami FL
95% Liu Run 789 26th Street Miami FL
66% Liu Run 789 26th Street Miami FL
97% Raghav Amritansh 789 28th Street Memphis TN
97% Raghav Amritansh 789 28th Street Memphis TN
81% Pérez-Olaeta Francisco 123 6th Street Milwaukee WI
66% Lee Christina 123 4th Street New York NY
72% Lee Christina 123 4th Street New York NY
64% Axen Thomas 123 3rd Street Los Angelas CA
66% Axen Thomas 123 3rd Street Los Angelas CA
80% Andersen Elizabeth 123 8th Street Portland OR
92% Bedecs Anna 123 1st Street Seattle WA
63% Wacker Roland 123 10th Street Chicago IL
86% Wacker Roland 123 10th Street Chicago IL
80% Krschne Peter 123 11th Street Miami FL
69% Lee Soo Jung 789 29th Street Denver CO
72% Andersen Elizabeth 123 8th Street Portland OR
65% Mortensen Sven 123 9th Street Salt Lake City UT
95% Rodman John 789 25th Street Chicago IL
85% Liu Run 789 26th Street Miami FL
96% Raghav Amritansh 789 28th Street Memphis TN
92% Pérez-Olaeta Francisco 123 6th Street Milwaukee WI
64% Pérez-Olaeta Francisco 123 6th Street Milwaukee WI
68% Pérez-Olaeta Francisco 123 6th Street Milwaukee WI
 Map Sales Quarter
$1,400.00 1
$105.00 1 1 Verify your data
$530.00 1
• Copy/Paste or query from another
$300.00 1
source or application.
$35.00 1
$270.00 1 • This data was imported from the
$920.00 1 Northwind Traders database template for
$276.00 1 Microsoft Access.
$184.00 1
• For best results, make sure that your
$127.50 1 data is in Excel Table format (Home >
$1,930.00 1 Format as Table), and doesn't contain
$680.00 1 any blank rows or columns.
$13,800.00 1
$1,275.00 1
$92.00 1
$598.00 1
$220.00 1 2 Create a PivotTable
$250.00 1
• Select anywhere in your data range,
$127.50 2 then go to Insert > PivotTable > New
$1,218.00 2 Worksheet > OK.
$230.00 2
$1,000.00 2 • We've already taken this step for you
$1,740.00 2 on the next worksheet, but you can do it
yourself.
$1,950.00 2
$200.00 2
$552.00 2
$533.75 2
NEXT >
$289.50 2
$920.00 2
$482.50 2
$4,200.00 2
$280.00 2
$3,240.00 2
$500.00 2
$120.00 2
$1,392.00 2
$736.00 2
$200.00 2
$52.50 2
$800.00 2
$1,560.00 2
$510.00 2
$96.50 2
$660.00 2
$2,250.00 2
$230.00 2
$510.00 2
$1,590.00 2
$900.00 2
 Data
Category Sum of Sales Sum of Sales2 3 Create a P
Baked Goods & Mixes $982.00 1.89%
Beverages $22,636.00 43.48% • Click anywhere in th
Candy $2,550.00 4.90% on the left to launch t
Canned Fruit & Vegetables $1,560.00 3.00% will appear to the righ
Canned Meat $2,208.00 4.24%
Condiments $1,380.00 2.65% • In the Field list, click
Dairy Products $3,132.00 6.02% Sales, then drag Sales
Dried Fruit & Nuts $3,712.50 7.13% field so it appears twic
Grains $280.00 0.54%
Jams, Preserves $5,740.00 11.03% • Change the Value Fi
Oil $533.75 1.03% second Sales field to S
Pasta $1,950.00 3.75% % of Grand Total, then
Sauces $2,600.00 4.99% Percentage.
Soups $2,798.50 5.38%
Total Result $52,062.75 100.00%
• Format your PivotTa
renaming header field
and PivotTable style.
 Create a PivotTable
• Click anywhere in the PivotTable area
on the left to launch the Field list, which
will appear to the right.

• In the Field list, click Category and

Sales, then drag Sales into the Value
field so it appears twice.

• Change the Value Field Settings for the

second Sales field to Show Values As >
% of Grand Total, then Format as
Percentage.

• Format your PivotTable as desired by

renaming header fields, number format
and PivotTable style.

NEXT >
 NOTE: We're limiting this PivotTable to Top 10 Items
keep its size relative to the others. Click the Filter butt
> Value Filters to change it.

Data
Category Sales % Total Product Name
Beverages $22,636.00 43.48% Beer
Jams, Preserves $5,740.00 11.03% Boysenberry Spread
Dried Fruit & Nuts $3,712.50 7.13% Chocolate
Dairy Products $3,132.00 6.02% Clam Chowder
Soups $2,798.50 5.38% Coffee
Sauces $2,600.00 4.99% Crab Meat
Candy $2,550.00 4.90% Curry Sauce
Canned Meat $2,208.00 4.24% Dried Apples
Pasta $1,950.00 3.75% Marmalade
Canned Fruit & Vegetables $1,560.00 3.00% Mozzarella
Condiments $1,380.00 2.65% Total Result
Baked Goods & Mixes $982.00 1.89%
Oil $533.75 1.03%
Grains $280.00 0.54%
Total Result ### 100.00%
g this PivotTable to Top 10 Items to
to the others. Click the Filter button
e Filters to change it.

Data Data
Sales % Total Customer Name Sales % Total
$6,818.00 15.89% Company A $736.00 1.41%
$2,500.00 5.83% Company AA $1,505.00 2.89%
$2,550.00 5.94% Company BB ### 29.64%
$2,798.50 6.52% Company C $2,550.00 4.90%
### 34.84% Company CC $2,905.50 5.58%
$2,208.00 5.14% Company D $4,569.00 8.78%
$2,600.00 6.06% Company F $8,007.50 15.38%
$2,120.00 4.94% Company H $4,683.00 8.99%
$3,240.00 7.55% Company I $3,786.50 7.27%
$3,132.00 7.30% Company J $1,412.50 2.71%
### 100.00% Company K $800.00 1.54%
Crea
Company L $1,190.00 2.29%
• Select the entir
Company Y $860.00 1.65%
Company Z $3,625.25 6.96% • Change each P
Total Result ### 100.00%
• You can Sort by
then select More

• At this point yo
names, so you kn
PivotTable1, Pivo
Rename the Pivo
 Data
Employee Sales % Total
Andrew Cencini $2,617.50 5.03%
Anne Hellung-Larsen ### 38.37%
Jan Kotas $5,787.50 11.12%
Laura Giussani $680.00 1.31%
Mariya Sergienko $6,278.00 12.06%
Michael Neipper $6,378.00 12.25%
Nancy Freehafer $6,561.00 12.60%
Robert Zare $3,786.50 7.27%
Total Result ### 100.00%

4 Create copies of your PivotTable

• Select the entire PivotTable, copy it with Ctrl+C, then paste it 3 times.

• Change each PivotTable to reflect the details you want to display.

• You can Sort by values by clicking the Sort button in the Category field,
then select More Sort Options.

• At this point you might want to give your PivotTables meaningful

names, so you know what they do. Otherwise, Excel will name them
PivotTable1, PivotTable2 and so on. Go to PivotTable Tools > Analyze >
Rename the PivotTable in the PivotTable Name box.

NEXT >
 times.

y.

ory field,

ul
em
yze >
 Data
Category Sales % Total Product Name
Beverages $22,636.00 43.48% Beer
Jams, Preserves $5,740.00 11.03% Boysenberry Spread
Dried Fruit & Nuts $3,712.50 7.13% Chocolate
Dairy Products $3,132.00 6.02% Clam Chowder
Soups $2,798.50 5.38% Coffee
Sauces $2,600.00 4.99% Crab Meat
Candy $2,550.00 4.90% Curry Sauce
Canned Meat $2,208.00 4.24% Dried Apples
Pasta $1,950.00 3.75% Marmalade
Canned Fruit & Vegetables $1,560.00 3.00% Mozzarella
Condiments $1,380.00 2.65% Total Result
Baked Goods & Mixes $982.00 1.89%
Oil $533.75 1.03%
Grains $280.00 0.54%
Total Result ### 100.00%

Categor y Pr oduct
$12 1200.00% $12 1200
$10 1000.00% $10 1000
$8 800.00% $8 800.
$6 600.00% $6 600.
$4 400.00% $4 400.
$2 200.00% $2 200.

$0 0.00% $0 0.00
 Data Data
Sales % Total Customer Name Sales % Total
$6,818.00 15.89% Company A $736.00 1.41%
$2,500.00 5.83% Company AA $1,505.00 2.89%
$2,550.00 5.94% Company BB ### 29.64%
$2,798.50 6.52% Company C $2,550.00 4.90%
### 34.84% Company CC $2,905.50 5.58%
$2,208.00 5.14% Company D $4,569.00 8.78%
$2,600.00 6.06% Company F $8,007.50 15.38%
$2,120.00 4.94% Company H $4,683.00 8.99%
$3,240.00 7.55% Company I $3,786.50 7.27%
$3,132.00 7.30% Company J $1,412.50 2.71%
### 100.00% Company K $800.00 1.54%
Company L $1,190.00 2.29%
Company Y $860.00 1.65%
Company Z $3,625.25 6.96%
Total Result ### 100.00%

Pr oduct Com pany Sale

1200.00% $12 1200.00% $12
1000.00% $10 1000.00% $10
800.00% $8 800.00% $8
600.00% $6 600.00% $6
400.00% $4 400.00% $4
200.00% $2 200.00% $2
0.00% $0 0.00% $0
 Data 5 Create PivotCharts
Employee Sales % Total
Andrew Cencini $2,617.50 5.03% • Click anywhere in the first PivotTable and
Anne Hellung-Larsen ### 38.37% go to PivotTable Tools > Analyze >
Jan Kotas $5,787.50 11.12% PivotChart > select a chart type.
Laura Giussani $680.00 1.31%
Mariya Sergienko $6,278.00 12.06% • We chose a Combo chart with Sales as a
Michael Neipper $6,378.00 12.25% Column chart, and % Total as a Line chart
Nancy Freehafer $6,561.00 12.60% plotted on the Secondary axis (see below)
Robert Zare $3,786.50 7.27%
Total Result ### 100.00% • Select the chart, then size and format as
desired from the PivotChart Tools tab.

• Repeat for each of the other PivotTables

• Now is a good time to rename your

PivotCharts too.

Sales R ep NEXT >

$12 1200.00%
$10 1000.00%
$8 800.00%
$6 600.00%
$4 400.00%
$2 200.00%
$0 0.00%
 PivotCharts
n the first PivotTable and
ools > Analyze >
ct a chart type.

mbo chart with Sales as a

d % Total as a Line chart
ondary axis (see below).

then size and format as

PivotChart Tools tab.

of the other PivotTables

me to rename your

NEXT >
 This shape represents a slicer. Slicers are supported in This shape represents a slicer. Slicers are supported in Exc
Excel 2010 or later. 2010 or later.

If the shape was modified in an earlier version of Excel, or If the shape was modified in an earlier version of Excel, o
if the workbook was saved in Excel 2003 or earlier, the the workbook was saved in Excel 2003 or earlier, the slice
slicer cannot be used. cannot be used.

Data
Category Sales % Total Product Name
Beverages $22,636.00 43.48% Beer
Jams, Preserves $5,740.00 11.03% Boysenberry Spread
Dried Fruit & Nuts $3,712.50 7.13% Chocolate
Dairy Products $3,132.00 6.02% Clam Chowder
Soups $2,798.50 5.38% Coffee
Sauces $2,600.00 4.99% Crab Meat
Candy $2,550.00 4.90% Curry Sauce
Canned Meat $2,208.00 4.24% Dried Apples
Pasta $1,950.00 3.75% Marmalade
Canned Fruit & Vegetables $1,560.00 3.00% Mozzarella
Condiments $1,380.00 2.65% Total Result
Baked Goods & Mixes $982.00 1.89%
Oil $533.75 1.03%
Grains $280.00 0.54%
Total Result ### 100.00%

Categor y Pr oduct
$12 1200.00% $12

$10 1000.00% $10

$8 800.00% $8

$6 600.00% $6

$4 400.00% $4

$2 200.00% $2

$0 0.00% $0
 . Slicers are supported in Excel This shape represents a slicer. Slicers are supported in
Excel 2010 or later.
Timeline: Works in Excel or higher.
an earlier version of Excel, or if If the shape was modified in an earlier version of Excel, or
Excel 2003 or earlier, the slicer if the workbook was saved in Excel 2003 or earlier, the
slicer cannot be used.

This shape represents a slicer. Slicers are supported in

Excel 2010 or later.

If the shape was modified in an earlier version of Excel, or

if the workbook was saved in Excel 2003 or earlier, the
slicer cannot be used.

Data Data
Sales % Total Customer Name Sales % Total
$6,818.00 15.89% Company A $736.00 1.41%
$2,500.00 5.83% Company AA $1,505.00 2.89%
$2,550.00 5.94% Company BB ### 29.64%
$2,798.50 6.52% Company C $2,550.00 4.90%
### 34.84% Company CC $2,905.50 5.58%
$2,208.00 5.14% Company D $4,569.00 8.78%
$2,600.00 6.06% Company F $8,007.50 15.38%
$2,120.00 4.94% Company H $4,683.00 8.99%
$3,240.00 7.55% Company I $3,786.50 7.27%
$3,132.00 7.30% Company J $1,412.50 2.71%
### 100.00% Company K $800.00 1.54%
Company L $1,190.00 2.29%
Company Y $860.00 1.65%
Company Z $3,625.25 6.96%
Total Result ### 100.00%

Pr oduct Com pany Sale

1200.00% $12 1200.00% $12

1000.00% $10 1000.00% $10

800.00% $8 800.00% $8

600.00% $6 600.00% $6

400.00% $4 400.00% $4

200.00% $2 200.00% $2

0.00% $0 0.00% $0
 6 Add Slicers & Time
Timeline: Works in Excel or higher. Do not move or resize.
• Temporarily increase row 1's height

• Select any PivotTable and go to PivotTab

Analyze > Filter > Insert Slicer, then chec
Product, Company and Employee.

• 4 Slicers will be placed on the workshee

to arrange them as you see fit. If you clic
you can go to Slicer Tools > Options and
how many columns are displayed, etc. Yo
Data the Slicers to each other.
Employee Sales % Total
Andrew Cencini $2,617.50 5.03% • Slicer Connections - The Slicers will only
Anne Hellung-Larsen ### 38.37% the PivotTable you used to create them, s
Jan Kotas $5,787.50 11.12% select each Slicer then go to Slicer Tools >
Laura Giussani $680.00 1.31% Report Connections and check which Pivo
Mariya Sergienko $6,278.00 12.06% connected to each. Slicers and Timelines
Michael Neipper $6,378.00 12.25% PivotTables on any worksheet.
Nancy Freehafer $6,561.00 12.60%
Robert Zare $3,786.50 7.27% • Select any PivotTable and go to PivotTab
Total Result ### 100.00%
Analyze > Filter > Insert Timeline > selec

• Select the Timeline and place it wherev

then go to Timeline Tools > Options > Re
and check each PivotTable you want to co

• Final adjustments - Now you can make

adjustments, like turning off Gridlines and
the View tab), adding a report title and m
around so they fit your needs.
Sales R ep
$12 1200.00%

$10 1000.00%

$8 800.00%

$6 600.00% NEXT >

$4 400.00%

$2 200.00%

$0 0.00%
d Slicers & Timeline
rease row 1's height

tTable and go to PivotTable Tools >

> Insert Slicer, then check Category,
y and Employee.

e placed on the worksheet, so you'll need

as you see fit. If you click on each Slicer
cer Tools > Options and change the Style,
ns are displayed, etc. You can also align
ch other.

ons - The Slicers will only be connected to

u used to create them, so you need to
r then go to Slicer Tools > Options >
ons and check which PivotTables you want
ch. Slicers and Timelines can control
ny worksheet.

tTable and go to PivotTable Tools >

> Insert Timeline > select Order Date.

eline and place it wherever you want it,

ne Tools > Options > Report Connections
PivotTable you want to connect.

nts - Now you can make any final

turning off Gridlines and Headings (see
ding a report title and moving things
t your needs.

NEXT >
This chart isn't available in your version of Excel.

Editing this shape or saving this workbook into a different file format will
permanently break the chart.

Category Activity by Month Top 10 Product A

Data| % of Total
Category | Total Sales Product | Total Sa
Category Total Sales % of Total
Beverages $22,636.00 43.48%
Jams, Preserves $5,740.00 11.03%
Dried Fruit & Nuts $3,712.50 7.13%
Dairy Products $3,132.00 6.02%
Soups $2,798.50 5.38%
Sauces $2,600.00 4.99%
Candy $2,550.00 4.90%
Canned Meat $2,208.00 4.24%
Pasta $1,950.00 3.75%
Canned Fruit & Vegetables $1,560.00 3.00%
Condiments $1,380.00 2.65%
Baked Goods & Mixes $982.00 1.89%
Oil $533.75 1.03%
Grains $280.00 0.54%

Total Result ### 100.00%

Categor y A cti vity Pr oduct A

$12 1200.0% $12

$10 1000.0% $10

$8 800.0% $8

$6 600.0% $6

$4 400.0% $4

$2 200.0% $2

$0 0.0% $0
$8 800.0% $8

$6 600.0% $6

$4 400.0% $4

$2 200.0% $2

$0 0.0% $0
 Northwind Traders Monthly Performance
Top Sales Rep YTD Sales This shape represents a slicer. Slicers are supported
later.
Anne Hellung-Larsen YTD Total $52,063
If the shape was modified in an earlier version of Ex
$19,974 Goal $56,711 workbook was saved in Excel 2003 or earlier, the sli
92% used.

This shape represents a slicer. Slicers are supported in Excel 2010 This shape represents a slicer. Slicers are supported
or later. later.

If the shape was modified in an earlier version of Excel, or if the If the shape was modified in an earlier version of Ex
workbook was saved in Excel 2003 or earlier, the slicer cannot be workbook was saved in Excel 2003 or earlier, the sli
used. used.

Top 10 Product Activity by Month Customer Activity by Month

Product | Total SalesData
| % of Total Customer | Total Sales | % of Tot
Product Name Total Sales % of Total Customer Name
Coffee $14,950.00 34.84% Company BB
Beer $6,818.00 15.89% Company F
Marmalade $3,240.00 7.55% Company H
Mozzarella $3,132.00 7.30% Company D
Clam Chowder $2,798.50 6.52% Company I
Curry Sauce $2,600.00 6.06% Company Z
Chocolate $2,550.00 5.94% Company CC
Boysenberry Spread $2,500.00 5.83% Company C
Crab Meat $2,208.00 5.14% Company AA
Dried Apples $2,120.00 4.94% Company J
Total Result ### 100.00% Company L
Company Y
Company K
Company A

Total Result

Pr oduct A cti vity Cus tom er A cti vity

$12 1200.0% $12

$10 1000.0% $10

$8 800.0% $8

$6 600.0% $6

$4 400.0% $4

$2 200.0% $2

$0 0.0% $0
$8 800.0% $8

$6 600.0% $6

$4 400.0% $4

$2 200.0% $2

$0 0.0% $0
formance
ts a slicer. Slicers are supported in Excel 2010 or This shape represents a slicer. Slicers are supported in Excel 2010 or
Employee Total Sales later.
Anne Hellung $19,974.25
dified in an earlier version of Excel, or if the If the shape was modified in an earlier version of Excel, or if the
d in Excel 2003 or earlier, the slicer cannot be workbook was saved in Excel 2003 or earlier, the slicer cannot be used.

ts a slicer. Slicers are supported in Excel 2010 or This shape represents a slicer. Slicers are supported in Excel 2010 or
later.

dified in an earlier version of Excel, or if the If the shape was modified in an earlier version of Excel, or if the
d in Excel 2003 or earlier, the slicer cannot be workbook was saved in Excel 2003 or earlier, the slicer cannot be used.

tomer Activity by Month Sales Rep Activity by Month

mer | TotalData
Sales | % of Total Sales Rep| TotalData
Sales | % of Total
Total Sales % of Total Employee Total Sales % of Total
$15,432.50 29.64% Anne Hellung-Larsen $19,974.25 38.37%
$8,007.50 15.38% Nancy Freehafer $6,561.00 12.60%
$4,683.00 8.99% Michael Neipper $6,378.00 12.25%
$4,569.00 8.78% Mariya Sergienko $6,278.00 12.06%
$3,786.50 7.27% Jan Kotas $5,787.50 11.12%
$3,625.25 6.96% Robert Zare $3,786.50 7.27%
$2,905.50 5.58% Andrew Cencini $2,617.50 5.03%
$2,550.00 4.90% Laura Giussani $680.00 1.31%
$1,505.00 2.89% Total Result ### 100.00%
$1,412.50 2.71%
$1,190.00 2.29%
$860.00 1.65%
$800.00 1.54%
$736.00 1.41%

### 100.00%

s tom er A cti vity Sales R ep A cti vity

1200.0% $12 1200.0%

1000.0% $10 1000.0%

800.0% $8 800.0%

600.0% $6 600.0%

400.0% $4 400.0%

200.0% $2 200.0%

0.0% $0 0.0%
800.0% $8 800.0%

600.0% $6 600.0%

400.0% $4 400.0%

200.0% $2 200.0%

0.0% $0 0.0%
n Excel 2010 or 6 Tips & Tricks
el, or if the • You can use formulas in Dashboards as well as PivotTables,
er cannot be used. Charts, Sparklines, Conditional Formatting, etc. In fact, the Top
Sales Rep section to the left has formulas linked to a PivotTable
that's hidden behind the Category Slicer.

n Excel 2010 or • You can use Shapes to highlight certain sections. The borders
surrounding these PivotTables are actually rounded rectangle
shapes. If you move them, you'll see the full PivotTables
el, or if the beneath.
er cannot be used.
• We took advantage of a Map Chart here to fill white space.
Note that it won't update with the Slicers.

• You can create PivotTables on separate worksheets and only

al display their related PivotCharts. When you use Slicers, they will
update the PivotTables, which will in turn update the
PivotCharts.

• You can hide any worksheets that support your dashboard if

you don't want users to see the underlying data and PivotTables.
Right-click on a worksheet tab and select Hide. For instance, the
Top 10, Monthly Sales and Sales Goals worksheets could be
hidden.

• See the links below for additional tools you can use with your
dashboard.

Links and other resources

Create a PivotTable
Conditional Formatting
1200.0% Use Sparklines to show data trends
1000.0% Slicers
Timeline
800.0%
Charts
600.0%
Map Charts
400.0%

200.0%

0.0%
800.0%

600.0%

400.0%

200.0%

0.0%
ables,
the Top
votTable

borders
tangle
s

pace.

nd only
, they will

board if
votTables.
ance, the
d be

with your
 Data
Category Total Sales % of Total Product Name
Beverages $22,636.00 46.30% Coffee
Candy $2,550.00 5.22% Beer
Canned Fruit & Vegetables $1,560.00 3.19% Marmalade
Canned Meat $2,208.00 4.52% Mozzarella
Dairy Products $3,132.00 6.41% Clam Chowder
Dried Fruit & Nuts $3,712.50 7.59% Curry Sauce
Jams, Preserves $5,740.00 11.74% Chocolate
Pasta $1,950.00 3.99% Boysenberry Spread
Sauces $2,600.00 5.32% Crab Meat
Soups $2,798.50 5.72% Dried Apples
Total Result ### 100.00% Total Result

Top 10 Categor ies Top 10 Pr oducts

$12 1200.0% $12

$10 1000.0% $10

$8 800.0% $8

$6 600.0% $6

$4 400.0% $4

$2 200.0% $2

$0 0.0% $0
 Top 10 Sales Metrics
Data Data
Total Sales % of Total Customer Name Total Sales % of Total
$14,950.00 34.84% Company BB $15,432.50 31.83%
$6,818.00 15.89% Company F $8,007.50 16.52%
$3,240.00 7.55% Company H $4,683.00 9.66%
$3,132.00 7.30% Company D $4,569.00 9.43%
$2,798.50 6.52% Company I $3,786.50 7.81%
$2,600.00 6.06% Company Z $3,625.25 7.48%
$2,550.00 5.94% Company CC $2,905.50 5.99%
$2,500.00 5.83% Company C $2,550.00 5.26%
$2,208.00 5.14% Company AA $1,505.00 3.10%
$2,120.00 4.94% Company J $1,412.50 2.91%
### 100.00% Total Result ### 100.00%

p 10 Pr oducts Top 10 Cus tom er s

1200.0% $12 1200.0% $12
1000.0% $10 1000.0% $10
800.0% $8 800.0% $8
600.0% $6 600.0% $6
400.0% $4 400.0% $4
200.0% $2 200.0% $2
0.0% $0 0.0% $0
 Data
This shape represents a slicer. Slicers are
Employee Total Sales % of Total supported in Excel 2010 or later.
Anne Hellung-Larsen $19,974.25 38.37%
Nancy Freehafer $6,561.00 12.60% If the shape was modified in an earlier version of
Michael Neipper $6,378.00 12.25% Excel, or if the workbook was saved in Excel
Mariya Sergienko $6,278.00 12.06% 2003 or earlier, the slicer cannot be used.
Jan Kotas $5,787.50 11.12%
Robert Zare $3,786.50 7.27%
Andrew Cencini $2,617.50 5.03%
Laura Giussani $680.00 1.31%
Total Result ### 100.00%

Top Sales R eps

$12 1200.0%
$10 1000.0%
$8 800.0%
$6 600.0%
$4 400.0%
$2 200.0%
$0 0.0%
This shape represents a slicer. Slicers are
supported in Excel 2010 or later.

If the shape was modified in an earlier version of

Excel, or if the workbook was saved in Excel
2003 or earlier, the slicer cannot be used.
Category Product Name Jan
Baked Goods & Mixes Chocolate Biscuits Mix $276.00
Scones
Baked Goods & Mixes Result $276.00
Beverages Coffee $920.00
Beer $1,400.00
Green Tea
Chai $270.00
Beverages Result $2,590.00
Candy Chocolate
Candy Result
Canned Fruit & Vegetables Fruit Cocktail
Canned Fruit & Vegetables Result
Canned Meat Crab Meat
Canned Meat Result
Condiments Cajun Seasoning
Syrup
Condiments Result
Dairy Products Mozzarella
Dairy Products Result
Dried Fruit & Nuts Dried Apples $530.00
Dried Pears $300.00
Almonds
Dried Plums $140.00
Dried Fruit & Nuts Result $970.00
Grains Long Grain Rice
Grains Result
Jams, Preserves Marmalade
Boysenberry Spread
Jams, Preserves Result
Oil Olive Oil
Oil Result
Pasta Ravioli
Pasta Result
Sauces Curry Sauce
Sauces Result
Soups Clam Chowder
Soups Result
Total Result $3,836.00

Order Date
Employee Customer Name Jan
Andrew Cencini Company F
Andrew Cencini Result
Anne Hellung-Larsen Company AA $1,505.00
Company BB
Company D
Company Y
 Company Z
Anne Hellung-Larsen Result $1,505.00
Jan Kotas Company CC
Company D $865.00
Company H
Jan Kotas Result $865.00
Laura Giussani Company F
Laura Giussani Result
Mariya Sergienko Company C
Company H
Company J
Company L $1,190.00
Mariya Sergienko Result $1,190.00
Michael Neipper Company F
Company H $276.00
Michael Neipper Result $276.00
Nancy Freehafer Company A
Company BB
Company CC
Company J
Company K
Nancy Freehafer Result
Robert Zare Company I
Robert Zare Result
Total Result $3,836.00
 Monthly Sales Detail
Feb Mar Apr May Jun Jul
$184.00 $92.00 $230.00
$200.00
$184.00 $92.00 $430.00
$13,800.00 $230.00
$5,418.00
$598.00

$14,398.00 $5,418.00 $230.00

$127.50 $1,275.00 $127.50 $1,020.00
$127.50 $1,275.00 $127.50 $1,020.00
$1,560.00
$1,560.00
$1,472.00 $736.00
$1,472.00 $736.00
$220.00 $660.00
$500.00
$220.00 $500.00 $660.00
$3,132.00
$3,132.00
$1,590.00
$900.00
$200.00
$52.50
$252.50 $2,490.00
$280.00
$280.00
$3,240.00
$250.00 $2,250.00
$250.00
$3,240.00 $2,250.00
$533.75
$533.75
$1,950.00
$1,950.00
$680.00 $1,120.00 $800.00
$680.00 $1,120.00 $800.00
$1,930.00 $772.00 $96.50
$1,930.00 $772.00 $96.50
$2,241.50 $16,915.00 $18,975.25 $1,788.50 $8,306.50

Feb Mar Apr May Jun Jul

$127.50 $2,490.00
$127.50 $2,490.00

$13,800.00
$184.00
$200.00 $660.00
 $1,375.25 $2,250.00
$184.00 $13,800.00 $1,575.25 $2,910.00
$127.50
$3,520.00
$1,275.00
$127.50 $1,275.00 $3,520.00
$680.00
$680.00
$1,930.00 $620.00
$1,230.00 $510.00
$598.00 $200.00

$1,930.00 $598.00 $1,850.00 $200.00 $510.00

$4,200.00 $510.00
$1,392.00
$5,592.00 $510.00
$736.00
$1,402.50 $230.00
$1,218.00 $1,560.00
$562.00 $52.50
$800.00
$562.00 $2,620.50 $1,588.50 $1,790.00
$3,690.00 $96.50
$3,690.00 $96.50
$2,241.50 $16,915.00 $18,975.25 $1,788.50 $8,306.50
Aug Sep Oct Nov Dec <01/15/2015

Aug Sep Oct Nov Dec <01/15/2015

>06/24/2015 Total Result YTD Sales
$782.00 YTD Sales $52,063
$200.00 YTD Goal $56,711
$982.00 % to Goal 92%
$14,950.00
$6,818.00
$598.00
$270.00
$22,636.00
$2,550.00
$2,550.00
$1,560.00
$1,560.00
$2,208.00
$2,208.00
$880.00
$500.00
$1,380.00
$3,132.00
$3,132.00
$2,120.00
$1,200.00
$200.00
$192.50
$3,712.50
$280.00
$280.00
$3,240.00
$2,500.00
$5,740.00
$533.75
$533.75
$1,950.00
$1,950.00
$2,600.00
$2,600.00
$2,798.50
$2,798.50
$52,062.75

>06/24/2015 Total Result

$2,617.50
$2,617.50
$1,505.00
$13,800.00
$184.00
$860.00
 $3,625.25
$19,974.25
$127.50
$4,385.00
$1,275.00
$5,787.50
$680.00
$680.00
$2,550.00
$1,740.00
$798.00
$1,190.00
$6,278.00
$4,710.00
$1,668.00
$6,378.00
$736.00
$1,632.50
$2,778.00
$614.50
$800.00
$6,561.00
$3,786.50
$3,786.50
$52,062.75
 Sales Goals
Sales Representative Sales Goal % of Total Monthly Goal YTD Goal
Anne Hellung-Larsen $5,750 5.1% $479 $2,875
Nancy Freehafer $9,982 8.8% $832 $4,991
Michael Neipper $24,924 22.0% $2,077 $12,462
Mariya Sergienko $13,981 12.3% $1,165 $6,991
Jan Kotas $16,381 14.4% $1,365 $8,191
Robert Zare $10,375 9.1% $865 $5,188
Andrew Cencini $23,177 20.4% $1,931 $11,589
Laura Giussani $8,852 7.8% $738 $4,426
Total $113,422 100.0% $9,452 $56,711
$52,063 100.0%