The document describes 3 tasks to create summary reports from source data using pivot tables. Task 1 asks to summarize the data by region name, total units, and total sales. Task 2 asks to pivot the data to summarize by region with counts, maximum, minimum, average, and total sales. Task 3 asks to group the data by year and month with total sales.
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Assignment 5 (PivotTables)
The document describes 3 tasks to create summary reports from source data using pivot tables. Task 1 asks to summarize the data by region name, total units, and total sales. Task 2 asks to pivot the data to summarize by region with counts, maximum, minimum, average, and total sales. Task 3 asks to group the data by year and month with total sales.
Download as PPTX, PDF, TXT or read online on Scribd
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Assignment – 5 (PivotTables)
• Task 1 of 3 – Changing the layout of PivotTable: Using the source
data given, create the below summary report using the PivotTable options: Region Name Total Date Product Region Name Units Sales East John 340 4-Jul-18 Laptop East John 10 $ 340.00 Robert 890 5-Jul-18 Desk South Rita 15 $ 140.00 Simon 840 6-Jul-18 Chair West Smith 18 $ 800.00 MidEast Nick 1200 7-Jul-18 Marker West Joseph 3 $ 350.00 8-Jul-18 Projector East Robert 14 $ 890.00 MidWest Joseph 710 9-Jul-18 Switch MidEast Nick 12 $ 1,200.00 Robert 430 10-Jul-18 Lights South Ryan 4 $ 450.00 South Harry 560 11-Jul-18 Camera South Harry 11 $ 560.00 John 689 12-Jul-18 PenDrive West Luke 17 $ 730.00 13-Jul-18 Chair East Simon 13 $ 840.00 Rita 140 14-Jul-18 Table South John 11 $ 689.00 Ryan 450 15-Jul-18 Board West Rita 10 $ 320.00 West Joseph 350 16-Jul-18 Marker West Neeta 8 $ 410.00 Luke 730 17-Jul-18 Laptop MidWest Joseph 14 $ 710.00 Neeta 410 18-Jul-18 Projector MidWest Robert 19 $ 430.00 Rita 320 Source Data Smith 800
Summary Report Requested
Assignment – 5 (PivotTables)…continued. • Task 2 of 3 – Using various operations for a PivotTable: Using the source data given, create the below summary report using the PivotTable options: Date Product Region Name Units Sales 4-Jul-18 Laptop East John 10 $ 340.00 5-Jul-18 Desk South Rita 15 $ 140.00 6-Jul-18 Chair West Smith 18 $ 800.00 7-Jul-18 Marker West Joseph 3 $ 350.00 8-Jul-18 Projector East Robert 14 $ 890.00 9-Jul-18 Switch MidEast Nick 12 $ 1,200.00 10-Jul-18 Lights South Ryan 4 $ 450.00 11-Jul-18 Camera South Harry 11 $ 560.00 12-Jul-18 PenDrive West Luke 17 $ 730.00 Region Count Max Min Average Total 13-Jul-18 Chair East Simon 13 $ 840.00 14-Jul-18 Table South John 11 $ 689.00 East 3 $890 $340 $690 $2,070 15-Jul-18 Board West Rita 10 $ 320.00 MidEast 1 $1,200 $1,200 $1,200 $1,200 16-Jul-18 Marker West Neeta 8 $ 410.00 MidWest 2 $710 $430 $570 $1,140 17-Jul-18 Laptop MidWest Joseph 14 $ 710.00 South 4 $689 $140 $460 $1,839 18-Jul-18 Projector MidWest Robert 19 $ 430.00 West 5 $800 $320 $522 $2,610 Summary Report Requested Source Data Assignment – 5 (PivotTables)…continued. • Task 3 of 3 – Grouping data in a PivotTable: Using the source data given, create the below summary report using the PivotTable options:
Date Product Region Name Units Sales
4-Jul-17 Laptop East John 10 $ 340.00 5-Jul-17 Desk South Rita 15 $ 140.00 6-Aug-17 Chair West Smith 18 $ 800.00 7-Aug-17 Marker West Joseph 3 $ 350.00 8-Sep-17 Projector East Robert 14 $ 890.00 Years Date Total Sales 9-Sep-17 Switch MidEast Nick 12 $ 1,200.00 10-Oct-17 Lights South Ryan 4 $ 450.00 2017 Jul $480 11-Oct-17 Camera South Harry 11 $ 560.00 Aug $1,150 12-Jul-18 PenDrive West Luke 17 $ 730.00 Sep $2,090 13-Aug-18 Chair East Simon 13 $ 840.00 Oct $1,010 14-Aug-18 Table South John 11 $ 689.00 2018 Jul $730 15-Sep-18 Board West Rita 10 $ 320.00 16-Sep-18 Marker West Neeta 8 $ 410.00 Aug $1,529 17-Oct-18 Laptop MidWest Joseph 14 $ 710.00 Sep $730 18-Oct-18 Projector MidWest Robert 19 $ 430.00 Oct $1,140 Summary Report Requested Source Data