Module 8: SAM Project 1b | Deal Depot | ANALYZE DATA WITH PIVOTTABLES #illustratedexcel #module8

Module 8: SAM Project 1b | Deal Depot | ANALYZE DATA WITH PIVOTTABLES #illustratedexcel #module8

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1. "Christine Tan has a small business called Deal Depot that buys and sells items using online auction sites. She is using an Excel workbook to analyze her sales, and asks for your help in creating PivotTables and PivotCharts to provide an overview of her buyers, sales, and pricing.
Go to the Sales worksheet, which contains a table of data named Sales.
Add a new sale as the last record in the Sales table using the data shown in Table 1."
Add a record to a table.
2. "Christine wants to create a separate table displaying the types of products each buyer purchased and the total price.
To provide this information, create and format a PivotTable as follows:
a. Insert a PivotTable on a new worksheet based on the Sales table.
b. Use Sales Category Pivot as the name of the worksheet.
c. Add the Buyer field to the Rows area of the PivotTable.
d. Add the Item Category field to the Columns area of the PivotTable.
e. Add the Total field to the Values area, where it appears as Sum of Total.
f. Change the Value Field Settings for the Sum of Total values to apply the Accounting number format with 0 decimal places and the $ symbol."
Create a PivotTable.
Add rows to a PivotTable.
Add a field as a columns in a PivotTable.
Add values to a PivotTable.
Modify the number format of a PivotTable field.
3. "Change the appearance of the PivotTable as follows to make it more attractive:
a. Apply Light Green, Pivot Style Medium 11 (2nd row, 4th column in the Medium section of the PivotTable Styles gallery) to the PivotTable to use a design similar to the one applied to other PivotTables in the workbook.
b. Hide the field headers in the PivotTable to make it more compact. "
Apply a PivotTable style.
Hide field headers in a PivotTable.
4. "Return to the Sales worksheet. Christine wants to display the sales totals by sales type. Insert a recommended PivotTable based on the Sales table as follows:
a. Insert the Sum of Total by Sales Type recommended PivotTable.
b. Use Totals by Type Pivot as the name of the new worksheet.
c. Change the number format of the Sum of Total field to Accounting with 2 decimal places and the $ symbol."
Create a PivotTable.
Modify the number format of a PivotTable field.
5. "Christine decides a chart would help to analyze the sales data.
On the Totals by Type Pivot worksheet, insert a Stacked Column PivotChart. Resize and position the PivotChart so that its upper-left corner is within cell A10 and its lower-right corner is within cell F23."
Create a PivotChart.
Resize and reposition a PivotChart.
6. "Sellers on the Deal Depot website provide 3 percent of their sales to Christine, which she considers a service charge.
Add the service charge data to the PivotChart as follows so that Christine can compare the totals and charges:
a. Add a calculated field to the PivotChart.
b. Use Service Charge as the name of the calculated field.
c. The formula should multiply the Total field value by 0.03 to calculate the service charge amount."
Add a calculated field to a PivotTable.
7. "Go to the Items worksheet, which contains a PivotTable named Items. Modify the Items PivotTable so that it is easier to interpret as follows:
a. Remove the Buyer field from the Rows area to focus on sales and category data.
b. Change the Report Layout of the PivotTable to Compact Form.
c. Turn off the Grand Totals for rows and columns.
d. Show all Subtotals at the bottom of the group."
Remove a field from a PivotTable.
Change the layout of a PivotTable.
Remove grand totals from a PivotTable layout.
Update the layout of a PivotTable with subtotals.

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