sales for each employee. Drag the “Employee” field into the “Row” area, then drag the “Order Amount” field into the “Data” area. This results in a table of total sales by employee.
Part 2: Modifying a Pivot Table
1.We want to change the format of the amount to dollar format. Right click on any number in thetable under “Total” and select “Field Settings.” Click on the “Number” button. Select“Currency” format and click OK.
2.Pretend that we want to know how much each employee sold in different product categories(refer back to the data if you need to remember what these are). Drag over the “Categories” fieldfrom the Pivot Table box and put it in the blank space above the “Total” column. This produces across-tabulation table of total sales by employee and by category.
3.Suppose we’re more interested in
sales instead of
sales. Right click on any datafield cell (i.e. any dollar amount) and select “Field Settings.” Select “Average” and click OK.This produces a cross-tabulation table of average sales by employee and by category.4.Suppose we want number of sales instead. Right click on any data field cell and select “FieldSettings.” Select “Count.” Now, because we don’t want this to be displayed as a dollar amount,click the “Number” button, then select “Number” and reduce the decimal places to 0. Click OK and OK. Now we have a cross-tabulation table of the number of sales by employee and bycategory.
5.Suppose we aren’t interested in every product category. In this case, we’re not really interested inBeverages and Dairy Products. Click on the down arrow on the pivot table next to “Category.”In the drop down menu, uncheck “Beverages” and “Dairy Products” and click OK. Thiseliminates these two categories from the table.
6.Suppose we want to know the
of sales each employee had in each category. Returnthe data back to the sums in dollar format: Right click on a cell, select “Field Settings,” select“Sum,” click on the “Number” Box, select “Currency,” select 2 decimal places. Now right click and select “Field Settings” again. Select “Options.” Under “show data as” select “% of Row”and click OK.7.Suppose we want to know monthly sales by category for each employee.a.First, change the row % back to sums in dollar format (Field settings
Change % of Rowto “Normal”
Select “Number” then “Currency”).
b.Next, drag the “Shipping Date” field from the Pivot Table box into the Row area. Notethat you can put it to the left or right of the employee field. We want to put it to the right, because we want to know shipping date by employee, not employee by shipping date.
c.The summaries are too detailed! We want to group them at the month level. Right click on a cell in the “Shipping Date” column. Select “Group and Outline,” then select“Group.” Select “Months” and click OK.
2.To format the report in a way that changes it’s appearance, we can use the “Format Report”feature. Right click on a cell in the pivot table and select “Format Report.” Experiment withdifferent styles to see what you like best. To go back to the original look, simply select “Undo”(Control-Z) from the Edit menu at the top of the screen. [Note: if you save the data after youchange the format, you can’t undo the format].
3.Now move the “Employee” field from the pivot table up into the “Page Fields” area. By usingthe drop-down menu, we can look at each employee separately, or all of them combined.
4.Suppose we want a complicated table with lots of information. We want to know, for eachemployee, monthly sales within product categories to each country. We want to know the totalamount of these sales, the number of sales, and the sum of the freight costs, all displayed at thesame time.
a.Drag “Shipping Country” into the Row area, to the right of the month.