Exp22_Excel_Ch05_Cumulative_Merchandise 1.1

Exp22_Excel_Ch05_Cumulative_Merchandise 1.1 #Exp22_Excel_Ch05_Cumulative_Merchandise 1.1
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Step
Instructions Points Possible
1 Start Excel. Download and open the file named Exp22_Excel_Ch05_Cumulative_Merchandise.xlsx. Grader has automatically added your last name to the beginning of the filename. 0
2 Your first task is to sort the dataset on the Apparel worksheet.
Ensure the Apparel worksheet is active. Sort the data by Week in alphabetical order and further sort it by Category in alphabetical order. 3
3 You want to focus on apparel sales within one month. You will insert subtotal rows to display total sales by week (1 and 2) and by category (Hoodie and T-shirt).
Use the Subtotal feature to insert subtotal rows by Week to calculate the totals for Qty Sold and Gross Revenue. Add a second subtotal (without removing the first subtotal by Category to calculate the totals for Qty Sold and Gross Revenue. 5
4 To focus on the Gross Revenue, you will apply an outline and collapse columns.
Create an automatic outline and collapse the outline above Gross Revenue. 3
5 Next, you want to create a blank PivotTable and then name it.
Display the Qtr1 worksheet and create a blank PivotTable on a new worksheet. Do not add data to the data model. Name the PivotTable Qtr1 Sales. Change the name of the worksheet to Sales PivotTable. 5
6 The PivotTable should determine total number of items sold and the total gross revenue by category for the first quarter.
Place the Category field in rows. Place the Gross Revenue and Qty 5
Step
Instructions Points Possible
Sold fields as values.
7 You will format the values in the PivotTable to look more professional and change the custom names that display as column headings.
Modify the Sum of Gross Revenue field with the custom name Total Gross Revenue and apply Accounting Number Format with 0 decimal places. 3
8 Modify the Sum of Qty Sold field with the custom name Total Qty Sold, apply Number format with 0 decimal places, and select the Use 1000 Separator (,) option 4
9 Now you want to insert a timeline so that you can filter the PivotTable by month.
Insert a timeline for the Month field. Click or select March to filter the PivotTable to display only March data. Cut the timeline and paste it in cell A9. Set the timeline width to 3.3 inches. 4
10 You want to create a PivotChart to display percentages in a pie chart.
Insert a PivotChart pie chart that depicts the categories and gross revenue. Cut the chart and paste it in cell D1. 5
11 Next, you want to remove the legend and display data labels.
Remove the legend. Display data labels in the best fit position with only the Category Name and Percentage labels. 4
12 You are ready to finish the PivotChart by adding a title and changing the width.
Change the title to Gross Revenue. Change the chart width to 3.9
inches. 3
13 Extracting a value from the PivotTable and displaying it on the main worksheet is helpful as you look through the dataset.
Click or select cell H1 in the Qtr1 worksheet. Insert the GETPIVOTDATA function to retrieve the grand total in the Total Gross Revenue column in the filtered PivotTable. 5
14 Next, you want to create a recommended PivotTable to analyze product sales in the Apparel category. 4
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