Excel Pivot Table Assignment

Pivot Table? What is it?

In thinking about Big Data,  organizations must consider that there is a(n):

  • increase in the amount data generated   ie..social media
  • need for organizations to drill into massive amounts of data
  • lack of resources to address analytical initiatives

 

As we discussed in the last module, Big Data consists of :

Volume – so much data from so many different sources.  In the past, excessive data volume created a storage issue. But that is not the case any longer because storage is much cheaper now.  However, other issues emerge, including how to determine relevance of all the data and how to create value from data that is relevant.

Variety -so many different formats like a tweet vs. a facebook post or a credit card purchase vs. a product search.  Even non numerical data needs to be analyzed!

Velocity – data is being produced so fast these days it creates challenges for organizations on how quickly they need to react to this data and use it strategically.

So not only will there be jobs in IT, there will be jobs in all functional areas for those who know how to analyze data gathered from many sources like “the cloud”.  Having this knowledge will give you a competitive advantage.

How do you get this knowledge and skill?  Start by understanding how to use EXCEL to analyze data.  The Pivot Table concepts is a great start.  So that is what you will do in this last EXCEL assignment

A Pivot Table is a spreadsheet tool that allows you to reorganize and summarize selected columns and rows of data in a spreadsheet or database table to obtain specific information and report on it.   The pivot table does not change the actual data it just provides a way and a place for you to query (ask questions of), organize and summarize specific data based on your criteria.

Pivot Table

Download the file sales.xlsx and open it with MS Excel. This file is a sample of 1000 sales transactions for the Expeditioner. For each sale, there is a row recording when it was sold, where it was sold, what was sold, how it was sold, the quantity sold, and the sales revenue.

There will be a sheet called Original Data. This is the data to use for all the pivot tables.

Continue to make Pivot Tables to answer the following questions: One pivot table for each question.

  Question Answer
1 What was the value of Phone sales for London in the first quarter?  
2 What percent of the total annual sales were Tokyo Web sales in the fourth quarter?  
3 What percent of Sydney’s annual sales was its Phone sales?  
4 What was the value of Phone sales for London in January and give details of the transactions?

When Where What How Qty Revenue
Jan London        
Jan London        

 

 

5 What was the value of Camel saddle sales for Paris in 2012 by quarter?
Qtr1  
Qtr2  
Qtr3  
Qtr4  

 

6 How many Elephant polo sticks were sold in New York in each month of 2012?
Jan  
Feb  
Mar  
Apr  
May  
Jun  
Jul  
Aug  
Sep  
Oct  
Nov  
Dec  

 

7 What are the five best-selling products based on quantity sold in 2012?

 

   
   
   
   
   

 

8 What are bottom 5 months that have generated the least sales?

 

   
   
   
   
   

 

 

 

9 What percent of total annual sales was Phone, Web and Store(How it was Sold)?
Phone  
Store  
Web  

 

10 What are the running qty totals per quarter for Hammock?
Qtr1  
Qtr2  
Qtr3  
Qtr4  

 

 

 

 

1. Go to the Original Data Worksheet

a. Create a Pivot Table on a new worksheet and name the Worksheet Pivot1

b. What was the value of phone sales for London in the first quarter?

 

2. Go to the Original Data Worksheet

a. Create a Pivot Table on a new worksheet and name the Worksheet Pivot2

b. What percent of the total annual sales were Tokyo Web sales in the fourth quarter?

3. Go to the Original Data Worksheet

a. Create a Pivot Table on a new worksheet and name the Worksheet Pivot3

b. What percent of Sydney’s annual sales was its Phone sales?

 

4. Go to the Original Data Worksheet

a. Create a Pivot Table on a new worksheet and name the Worksheet Pivot4

b. What was the value of phone sales for London in January and give details of the transactions?

5. Go to the Original Data Worksheet

a. Create a Pivot Table on a new worksheet and name the Worksheet Pivot5

b. What was the value of Camel saddle sales for Paris in 2012 by quarter?

 

6. Go to the Original Data Worksheet

a. Create a Pivot Table on a new worksheet and name the Worksheet Pivot6

b. How many Elephant polo sticks were sold in New York in each month of 2012?

 

 

7. Go to the Original Data Worksheet

a. Create a Pivot Table on a new worksheet and name the Worksheet Pivot7

b. What are the five best-selling products based on quantity sold in 2012?

 

8. Go to the Original Data Worksheet

a. Create a Pivot Table on a new worksheet and name the Worksheet Pivot8

b. What are bottom 5 months that have generated the least sales?

 

9. Go to the Original Data Worksheet

a. Create a Pivot Table on a new worksheet and name the Worksheet Pivot9

b. What percent of total annual sales was Phone, Web and Store(How it was Sold)?

 

10. Go to the Original Data Worksheet

a. Create a Pivot Table on a new worksheet and name the Worksheet Pivot10

b. What are the running qty totals per quarter for Hammock?

11. When finished you should have the following worksheets.

 

SUBMIT THE SPREADSHEET AND THIS DOCUMENT WITH THE ANSWERS FILLED IN TO THE EXCEL ASSIGNMENT DROPBOX.

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