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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.

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Zarte Zurte
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0% found this document useful (0 votes)
54 views

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.

Uploaded by

Zarte Zurte
Copyright
© © All Rights Reserved
Available Formats
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

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