Sample Salesperson Reports Workbook

How to Use This Workbook

How to use this workbook
This workbook contains several examples of PivotTable reports, including the source data from which the reports were made. You can follow
the steps in the article 25 Easy PivotTable Reports to create these reports, and try out the commands on the PivotTable toolbar and menu
to learn about the ways you can customize a PivotTable report.

This workbook is set to print on most printers. Click Print on the File menu, click Entire Workbook under Print what, and then click OK.
Example reports in this workbook
The PivotTable reports in this workbook were all based on the first report, OrderAmounts!PivotTable1. When you create several reports from
the same source data in the same workbook, basing them all on one report minimizes the size of the workbook and the amount of memory
used when you open it. The reports all behave independently, however: you can refresh, format, and change the layout of each report
separately.

The example reports in this workbook are formatted using the Report 5 format. Use the Format Report command on the PivotTable
toolbar to apply this format to your own reports.
When you click a report in this workbook, the PivotTable toolbar and the PivotTable Field List window should appear. If not, right-click
any toolbar and then click PivotTable to display the toolbar, and then click the Show Field List button at the right end of the toolbar to
display the field list.
Source data contains the original source records that provide the data values for the reports.

Order Amounts lists the total sales for each salesperson.
Orders by Country provides a separate page for each country listing the total sales that each salesperson made in the country.
Orders Sorted provides a ranking of the salespersons from most sales to least sales.
Top 5 lists the five salespersons who sold the most product.

Quarter by Salesperson compares the totals for all the salespersons in each quarter.
Salesperson by Quarter lists the quarter-by-quarter totals for each salesperson.
Details provides the underlying detail summarized in one cell of the Salesperson by Quarter report.
Percent of Total shows the percentage of the total orders represented by each quarter's total.
Bonus Amount calculates the amount of bonus each salesperson receives based on the amount of quarterly sales.
Chart contains a PivotChart report that represents the quarterly sales graphically. The instructions for creating it are provided on a separate
worksheet, the Chart Instructions sheet.

For more information
Excel Help has further information about PivotTable and PivotChart reports. Ask the Excel Answer Wizard about PivotTable reports, or
search for PivotTable or PivotChart report information on the Office Update Web site.

Page 1

Salesperson Reports Sample Workbook

Country
UK
UK
USA
USA
USA
USA
UK
UK
USA
USA
USA
USA
USA
USA
USA
UK
UK
USA
USA
USA
USA
UK
USA
UK
UK
USA
UK
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
UK
USA
UK
USA
USA
USA
USA
UK
UK
UK
USA
USA
USA
USA
UK
USA
USA
USA
USA
UK
USA
USA
USA

Page 2

Salesperson
Buchanan
Suyama
Peacock
Leverling
Peacock
Leverling
Buchanan
Dodsworth
Leverling
Peacock
Davolio
Peacock
Peacock
Peacock
Callahan
Dodsworth
Suyama
Fuller
Leverling
Peacock
Callahan
Buchanan
Davolio
Suyama
Suyama
Leverling
Suyama
Davolio
Callahan
Fuller
Callahan
Callahan
Fuller
Peacock
Peacock
Leverling
Peacock
Davolio
Callahan
Callahan
Peacock
King
Callahan
Suyama
Davolio
Davolio
Peacock
Fuller
Suyama
Buchanan
Suyama
Peacock
Fuller
Callahan
Peacock
King
Davolio
Callahan
Davolio
Fuller
King
Leverling
Callahan
Davolio

Order Date OrderID Order Amount
7/16/2003
10248
$440.00
7/10/2003
10249
$1,863.40
7/12/2003
10250
$1,552.60
7/15/2003
10251
$654.06
7/11/2003
10252
$3,597.90
7/16/2003
10253
$1,444.80
7/23/2003
10254
$556.62
7/15/2003
10255
$2,490.50
7/17/2003
10256
$517.80
7/22/2003
10257
$1,119.90
7/23/2003
10258
$1,614.88
7/25/2003
10259
$100.80
7/29/2003
10260
$1,504.65
7/30/2003
10261
$448.00
7/25/2003
10262
$584.00
7/31/2003
10263
$1,873.80
8/23/2003
10264
$695.62
8/12/2003
10265
$1,176.00
7/31/2003
10266
$346.56
8/6/2003
10267
$3,536.60
8/2/2003
10268
$1,101.20
8/9/2003
10269
$642.20
8/2/2003
10270
$1,376.00
8/30/2003
10271
$48.00
8/6/2003
10272
$1,456.00
8/12/2003
10273
$2,037.28
8/16/2003
10274
$538.60
8/9/2003
10275
$291.84
8/14/2003
10276
$420.00
8/13/2003
10277
$1,200.80
8/16/2003
10278
$1,488.80
8/16/2003
10279
$351.00
9/12/2003
10280
$613.20
8/21/2003
10281
$86.50
8/21/2003
10282
$155.40
8/23/2003
10283
$1,414.80
8/27/2003
10284
$1,170.37
8/26/2003
10285
$1,743.36
8/30/2003
10286
$3,016.00
8/28/2003
10287
$819.00
9/3/2003
10288
$80.10
8/28/2003
10289
$479.40
9/3/2003
10290
$2,169.00
9/4/2003
10291
$497.52
9/2/2003
10292
$1,296.00
9/11/2003
10293
$848.70
9/5/2003
10294
$1,887.60
9/10/2003
10295
$121.60
9/11/2003
10296
$1,050.60
9/10/2003
10297
$1,420.00
9/11/2003
10298
$2,645.00
9/13/2003
10299
$349.50
9/18/2003
10300
$608.00
9/17/2003
10301
$755.00
10/9/2003
10302
$2,708.80
9/18/2003
10303
$1,117.80
9/17/2003
10304
$954.40
10/9/2003
10305
$3,741.30
9/23/2003
10306
$498.50
9/25/2003
10307
$424.00
9/24/2003
10308
$88.80
10/23/2003
10309
$1,762.00
9/27/2003
10310
$336.00
9/26/2003
10311
$268.80

Source Data

Source data for PivotTable reports
The data to the left was used to create the reports in this
workbook. If you scan through this source data, you'll notice that
it's difficult to see the trends and results, even if you sort or filter
the data. There are just too many records to analyze at a glance.
Compared with the large databases your company may have
available, or you may have found on the Internet, this 800-row list
is fairly short and simple. Excel can retrieve much larger amounts
of data than this, and PivotTable reports are one of the best Excel
tools for extracting the significance from a large, detailed data set.
The data is organized in list format, similar to how a query returns
database records: each column contains similar data, the columns
have headings in the first row, and the list isn't interrupted by any
blank rows or columns (although blank cells within the data are
OK).
To see how PivotTable reports can summarize this data in a flash,
view the sheets in this workbook in sequence from left to right.

584.549.046.00 10/17/2003 10328 $1.50 10/21/2003 10332 $1.40 12/2/2003 10357 $1.167.96 12/9/2003 10372 $9.106.578.16 10/25/2003 10336 $285.60 12/3/2003 10350 $642.618.20 12/2/2003 10368 $1.924.00 10/23/2003 10322 $112.467.42 11/15/2003 10348 $363.296.191.840.00 12/9/2003 10375 $338.00 11/5/2003 10344 $2.40 10/10/2003 10324 $5.90 12/11/2003 10373 $1.366.00 10/29/2003 10338 $934.398.40 11/26/2003 10359 $3.00 11/27/2003 10356 $1.80 11/20/2003 10355 $480.471.71 10/14/2003 10325 $1.40 12/27/2003 10370 $1.20 12/4/2003 10364 $950.50 11/4/2003 10339 $3.00 11/8/2003 10340 $2.00 10/21/2003 10331 $88.497.649.210.835.390.00 10/14/2003 10327 $1.30 11/25/2003 10353 $8.593.20 10/18/2003 10320 $516.00 10/11/2003 10321 $144.117.06 11/20/2003 10351 $5.786.80 10/4/2003 10313 $182.436.60 12/4/2003 10363 $447.00 10/4/2003 10318 $240.036.00 11/11/2003 10345 $2.40 10/4/2003 10314 $2.24 11/28/2003 10362 $1.00 12/2/2003 10365 $403.80 10/24/2003 10335 $2.689.20 12/3/2003 10361 $2.Salesperson Reports Sample Workbook Country USA USA USA USA USA UK USA UK UK USA UK USA UK USA USA USA USA USA USA UK USA UK USA UK UK USA USA USA USA UK USA USA USA USA USA USA USA UK UK USA USA UK USA UK UK USA UK UK USA USA USA USA USA USA USA UK USA USA UK USA UK USA USA USA Page 3 Salesperson Fuller Fuller Davolio Peacock Davolio Suyama Callahan King Buchanan Leverling King Peacock Dodsworth Davolio Peacock Fuller Peacock Peacock Leverling Dodsworth Leverling Buchanan Callahan King King Peacock Peacock Fuller Davolio King Peacock Peacock Peacock Fuller Leverling Peacock Peacock King Suyama Davolio Leverling King Callahan Suyama Suyama Davolio Buchanan Buchanan Peacock Davolio Leverling Peacock Davolio Leverling Callahan King Fuller Callahan Suyama Davolio Buchanan Peacock Davolio Leverling Order Date OrderID Order Amount 10/3/2003 10312 $1.00 10/14/2003 10323 $164.275.00 10/14/2003 10326 $982.30 10/3/2003 10315 $516.00 10/10/2003 10317 $288.20 12/30/2003 10366 $136.390.80 10/8/2003 10316 $2.168.72 11/18/2003 10352 $136.88 10/25/2003 10333 $877.20 10/28/2003 10334 $144.40 12/9/2003 10374 $459.094.78 12/9/2003 10369 $2.88 11/8/2003 10347 $814.00 Source Data .60 12/24/2003 10371 $72.80 11/8/2003 10346 $1.12 10/29/2003 10337 $2.64 11/6/2003 10343 $1.00 10/23/2003 10329 $4.60 11/4/2003 10342 $1.18 11/5/2003 10341 $352.810.28 11/20/2003 10354 $568.68 12/2/2003 10360 $7.43 10/28/2003 10330 $1.60 11/15/2003 10349 $141.00 12/2/2003 10367 $834.614.40 10/11/2003 10319 $1.354.68 11/27/2003 10358 $429.

50 1/9/2004 10403 $855.80 1/16/2004 10413 $2.20 3/3/2004 10427 $651.832.00 12/13/2003 10377 $863.868.188.00 12/20/2003 10384 $2.60 1/27/2004 10420 $1.00 2/4/2004 10428 $192.765.900.591.00 2/14/2004 10438 $454.440.00 1/14/2004 10408 $1.12 2/7/2004 10435 $631.313.00 12/18/2003 10383 $899.058.80 12/26/2003 10390 $2.830.25 2/7/2004 10432 $485.83 1/24/2004 10415 $102.00 1/3/2004 10395 $2.25 1/22/2004 10405 $400.92 1/6/2004 10396 $1.80 12/24/2003 10389 $1.228.20 2/13/2004 10434 $321.80 1/30/2004 10419 $2.80 1/15/2004 10412 $334.194.60 1/16/2004 10400 $3.020.20 1/15/2004 10410 $802.892.994.95 1/3/2004 10394 $442.20 2/7/2004 10431 $1.27 1/31/2004 10422 $49.814.00 1/21/2004 10411 $966.097.622.505.123.00 2/6/2004 10426 $338.713.37 2/3/2004 10430 $4.707.72 1/9/2004 10398 $2.20 1/17/2004 10414 $224.194.40 12/20/2003 10388 $1.556.82 12/13/2003 10381 $112.00 3/4/2004 10433 $851.Salesperson Reports Sample Workbook Country USA USA UK USA USA USA USA USA USA USA UK USA USA USA UK USA USA USA USA UK USA UK USA USA USA USA USA USA USA USA UK USA USA USA USA UK USA USA USA USA USA USA USA USA USA USA USA UK UK UK USA USA UK USA USA USA USA USA USA USA USA USA USA UK Page 4 Salesperson Davolio Davolio Buchanan Fuller Callahan Leverling Peacock Callahan Leverling Davolio Dodsworth Davolio Fuller Peacock Suyama Leverling Fuller Davolio Davolio Suyama Davolio Buchanan Fuller Callahan Davolio Davolio Callahan Peacock Fuller Davolio King Fuller Callahan Leverling Leverling Dodsworth Callahan Leverling Fuller Leverling Callahan Peacock Peacock Peacock Leverling Callahan Fuller Suyama King Suyama Peacock Peacock King Leverling Peacock Peacock Leverling Leverling Leverling Callahan Leverling Callahan Leverling Suyama Order Date OrderID Order Amount 12/13/2003 10376 $399.56 2/14/2004 10425 $360.78 1/30/2004 10407 $1.00 12/16/2003 10382 $2.80 2/24/2004 10423 $1.40 1/27/2004 10416 $720.00 12/20/2003 10387 $1.222.01 1/8/2004 10404 $1.00 Source Data .20 12/13/2003 10379 $863.00 1/27/2004 10424 $9.899.20 12/25/2003 10386 $166.60 12/19/2003 10378 $103.903.00 1/28/2004 10417 $11.194.40 1/1/2004 10392 $1.078.28 1/16/2004 10380 $1.00 1/13/2004 10406 $1.52 2/12/2004 10437 $393.00 1/3/2004 10393 $2.40 1/14/2004 10409 $319.122.80 1/2/2004 10397 $716.441.60 1/10/2004 10402 $2.00 2/10/2004 10439 $1.88 12/31/2003 10391 $86.00 1/10/2004 10401 $3.60 2/11/2004 10436 $1.84 1/27/2004 10421 $1.090.00 2/7/2004 10429 $1.40 1/24/2004 10418 $1.60 1/8/2004 10399 $1.40 12/23/2003 10385 $691.063.

849.80 3/21/2004 10473 $230.00 3/25/2004 10481 $1.20 3/3/2004 10455 $2.838.90 2/19/2004 10446 $246.40 4/9/2004 10494 $912.584.60 3/24/2004 10480 $756.163.584.70 2/25/2004 10454 $331.48 3/25/2004 10477 $558.00 4/17/2004 10500 $523.30 3/14/2004 10464 $1.50 Source Data .684.18 3/24/2004 10476 $180.50 4/11/2004 10492 $851.755.20 3/21/2004 10479 $10.00 4/2/2004 10486 $1.40 3/21/2004 10474 $1.Salesperson Reports Sample Workbook Country USA USA USA USA USA USA UK USA USA USA USA USA USA USA USA USA USA USA UK USA USA USA USA UK USA USA USA USA USA USA USA USA USA USA UK UK USA UK USA USA UK USA USA UK USA USA USA USA USA UK UK USA USA USA USA USA UK UK USA USA UK UK USA UK Page 5 Salesperson Peacock Leverling Leverling Callahan Leverling Leverling Suyama Peacock Peacock Leverling Callahan Peacock Callahan Davolio Peacock Callahan Callahan Fuller King Peacock Callahan Davolio Fuller Buchanan Peacock Davolio Peacock Callahan Leverling Davolio Peacock Fuller Callahan Davolio Buchanan Dodsworth Callahan Buchanan Fuller Leverling Suyama Callahan Davolio King Leverling Peacock Davolio Fuller Callahan Suyama King Callahan Leverling Peacock Peacock Leverling King King Callahan Peacock Suyama Dodsworth Fuller Suyama Order Date OrderID Order Amount 2/28/2004 10440 $4.20 3/31/2004 10485 $1.00 4/11/2004 10495 $278.792.20 4/10/2004 10493 $608.249.12 3/12/2004 10451 $3.13 3/14/2004 10441 $1.00 2/28/2004 10459 $1.512.80 3/18/2004 10471 $1.10 4/4/2004 10475 $1.70 2/20/2004 10445 $174.26 4/16/2004 10501 $149.495.67 3/14/2004 10470 $1.00 4/29/2004 10502 $816.328.609.44 2/21/2004 10444 $1.924.00 4/7/2004 10496 $190.380.00 3/19/2004 10472 $1.018.00 4/9/2004 10489 $439.40 2/24/2004 10448 $443.00 3/6/2004 10463 $713.20 4/8/2004 10491 $259.031.048.00 2/14/2004 10443 $517.20 3/12/2004 10468 $717.10 3/5/2004 10461 $1.70 4/2/2004 10488 $1.891.00 3/4/2004 10458 $3.70 3/18/2004 10462 $156.820.272.00 2/18/2004 10442 $1.00 3/13/2004 10466 $216.00 4/16/2004 10499 $1.20 3/3/2004 10460 $176.518.00 3/28/2004 10487 $889.505.00 4/7/2004 10497 $1.00 4/10/2004 10482 $147.30 4/16/2004 10503 $2.60 4/11/2004 10498 $575.60 3/14/2004 10469 $956.20 3/11/2004 10450 $425.40 2/27/2004 10449 $1.28 3/14/2004 10465 $2.66 2/26/2004 10452 $2.00 4/25/2004 10483 $668.00 3/26/2004 10478 $471.00 3/11/2004 10467 $235.538.60 3/3/2004 10457 $1.24 3/7/2004 10447 $914.472.412.80 4/1/2004 10484 $386.036.00 2/28/2004 10456 $557.659.50 2/26/2004 10453 $407.20 4/3/2004 10490 $3.

388.70 5/29/2004 10541 $1.65 5/23/2004 10525 $818.70 5/21/2004 10535 $1.30 6/5/2004 10552 $880.40 5/7/2004 10527 $1.05 5/1/2004 10519 $2.222.27 6/6/2004 10550 $683.00 5/12/2004 10532 $796.142.191.70 6/24/2004 10563 $965.80 4/28/2004 10510 $4.823.90 5/2/2004 10506 $415.80 4/22/2004 10507 $749.20 6/26/2004 10545 $210.00 5/27/2004 10546 $2.00 5/16/2004 10514 $8.52 5/26/2004 10542 $469.940.05 6/18/2004 10565 $639.20 5/9/2004 10529 $946.11 5/23/2004 10543 $1.792.30 5/1/2004 10516 $2.80 5/23/2004 10539 $355.234.192.30 6/5/2004 10554 $1.072.42 6/9/2004 10561 $2.06 5/13/2004 10508 $240.944.942.20 5/1/2004 10520 $200.444.761.90 6/13/2004 10559 $520.41 6/9/2004 10560 $1.05 4/29/2004 10517 $352.54 4/21/2004 10511 $2.00 5/19/2004 10531 $110.504.24 5/30/2004 10523 $2.00 5/19/2004 10537 $1.546.946.10 5/30/2004 10549 $3.50 4/21/2004 10505 $147.00 6/2/2004 10547 $1.623.844.503.30 6/6/2004 10551 $1.80 5/16/2004 10538 $139.314.00 4/29/2004 10509 $136.921.812.152.728.85 6/6/2004 10536 $1.20 5/14/2004 10534 $465.52 6/4/2004 10555 $2.00 5/12/2004 10530 $4.00 5/9/2004 10528 $392.519.50 6/3/2004 10553 $1.40 6/13/2004 10556 $835.50 6/10/2004 10558 $2.318.20 6/6/2004 10557 $1.30 4/28/2004 10513 $1.707.00 6/17/2004 10567 $2.50 5/6/2004 10522 $2.Salesperson Reports Sample Workbook Country USA USA UK UK USA USA UK USA UK UK USA USA USA USA USA UK UK USA USA UK USA USA USA UK UK UK USA UK UK USA USA USA USA USA UK UK USA USA USA USA USA USA USA USA USA UK UK USA USA USA USA UK USA UK USA UK USA USA USA USA USA USA UK USA Page 6 Salesperson Peacock Leverling Dodsworth King Davolio Peacock Suyama Peacock King King Leverling Fuller Fuller Leverling Peacock Suyama King Callahan Peacock King Davolio Davolio Peacock King Suyama Buchanan Leverling King King Callahan Callahan Peacock Leverling Davolio Dodsworth Suyama Leverling Fuller Davolio Callahan Peacock Callahan Davolio Leverling Leverling Buchanan King Peacock Fuller Fuller Peacock Suyama Fuller Dodsworth Davolio Suyama Callahan Fuller Davolio Fuller Peacock Callahan Dodsworth Davolio Order Date OrderID Order Amount 4/18/2004 10504 $1.40 5/15/2004 10526 $1.151.677.50 5/30/2004 10544 $417.381.00 5/2/2004 10521 $225.00 Source Data .00 5/5/2004 10518 $4.90 6/18/2004 10566 $1.50 6/12/2004 10562 $488.550.00 4/24/2004 10512 $525.35 5/22/2004 10533 $2.150.645.00 6/16/2004 10564 $1.80 6/2/2004 10548 $240.31 5/7/2004 10524 $3.45 5/23/2004 10515 $9.180.50 6/13/2004 10540 $10.554.

75 7/1/2004 10580 $1.00 8/1/2004 10612 $6.388.00 8/12/2004 10623 $1.75 8/8/2004 10603 $1.00 8/12/2004 10596 $1.24 8/14/2004 10625 $479.60 8/21/2004 10627 $1.00 7/4/2004 10579 $317.50 7/4/2004 10584 $593.120.00 8/6/2004 10615 $120.25 8/1/2004 10611 $808.59 6/25/2004 10572 $1.95 8/19/2004 10624 $1.25 7/4/2004 10571 $550.50 7/14/2004 10595 $4.806.00 7/14/2004 10590 $1.08 7/18/2004 10598 $2.50 8/11/2004 10621 $758.402.475.30 6/30/2004 10575 $2.05 8/19/2004 10630 $903.393.75 8/20/2004 10628 $450.40 7/16/2004 10594 $565.130.75 8/20/2004 10626 $1.725.08 6/20/2004 10573 $2.50 8/11/2004 10622 $560.00 7/29/2004 10604 $230.00 7/14/2004 10589 $72.80 Source Data .45 6/30/2004 10577 $569.69 7/31/2004 10606 $1.60 8/15/2004 10631 $55.260.00 7/16/2004 10591 $812.147.697.40 7/25/2004 10607 $6.50 8/8/2004 10618 $2.00 7/25/2004 10578 $477.237.180.483.503.501.80 7/9/2004 10587 $807.80 7/22/2004 10601 $2.75 7/10/2004 10585 $142.775.013.00 7/22/2004 10602 $48.465.74 7/2/2004 10581 $310.00 7/11/2004 10569 $890.Salesperson Reports Sample Workbook Country USA UK USA USA USA UK USA UK USA UK USA USA USA USA USA USA USA UK UK USA USA USA USA USA USA UK USA USA USA UK USA UK USA UK USA USA USA USA USA UK USA UK USA UK USA USA USA USA USA USA USA USA USA USA USA USA USA USA USA USA USA USA USA USA Page 7 Salesperson Leverling Buchanan Leverling Callahan Leverling King Peacock Buchanan Leverling Dodsworth Peacock Davolio Peacock Leverling Leverling Fuller Peacock King Dodsworth Davolio Fuller Callahan Peacock Davolio Leverling King Leverling Fuller Callahan King Davolio Suyama Peacock King Callahan Callahan Davolio Davolio Peacock Buchanan Peacock King Callahan Suyama Davolio Peacock Callahan Fuller Davolio Peacock Davolio Leverling Fuller Peacock Peacock Callahan Peacock Leverling Davolio Callahan Peacock Peacock Davolio Callahan Order Date OrderID Order Amount 7/9/2004 10568 $155.00 8/14/2004 10620 $57.46 8/13/2004 10593 $1.185.00 7/30/2004 10609 $424.85 7/29/2004 10605 $4.00 8/1/2004 10613 $353.50 7/21/2004 10599 $493.285.994.00 8/5/2004 10616 $4.375.00 6/30/2004 10574 $764.99 8/4/2004 10617 $1.50 7/9/2004 10586 $23.00 6/19/2004 10570 $2.082.336.50 7/16/2004 10592 $516.40 6/30/2004 10576 $838.109.00 8/6/2004 10610 $299.88 7/18/2004 10597 $718.00 7/21/2004 10600 $479.00 7/4/2004 10583 $2.00 7/14/2004 10582 $330.00 8/20/2004 10629 $2.101.40 8/1/2004 10608 $1.50 8/7/2004 10619 $1.20 8/1/2004 10614 $464.064.38 7/10/2004 10588 $3.

39 9/17/2004 10665 $1.40 10/1/2004 10682 $375.40 9/19/2004 10664 $1.768.88 9/30/2004 10681 $1.295.60 9/18/2004 10662 $125.071.301.50 9/30/2004 10679 $660.536.779.90 10/7/2004 10688 $3.20 9/11/2004 10651 $397.160.60 10/7/2004 10689 $472.80 9/8/2004 10652 $318.20 10/9/2004 10694 $4.371.27 9/22/2004 10669 $570.50 10/3/2004 10690 $862.00 10/3/2004 10663 $1.50 9/1/2004 10644 $1.256.00 10/14/2004 10695 $642.80 9/2/2004 10645 $1.00 9/18/2004 10670 $2.261.45 10/30/2004 10687 $4.371.59 8/21/2004 10634 $4.00 9/30/2004 10684 $1.815.00 9/3/2004 10646 $1.054.83 9/11/2004 10655 $154.10 10/8/2004 10686 $1.60 9/10/2004 10659 $1.37 8/29/2004 10649 $1.00 9/22/2004 10666 $4.287.326.25 9/19/2004 10673 $412.464.761.00 Source Data .720.227.50 8/21/2004 10635 $1.00 9/9/2004 10648 $372.80 9/23/2004 10668 $625.446.960.423.80 10/13/2004 10692 $878.75 9/24/2004 10671 $920.00 9/3/2004 10647 $636.666.36 10/16/2004 10678 $5.00 9/3/2004 10650 $1.50 10/1/2004 10683 $63.00 9/29/2004 10676 $534.50 10/22/2004 10691 $10.15 9/11/2004 10654 $601.825.Salesperson Reports Sample Workbook Country USA UK USA USA USA UK USA UK USA USA UK UK USA USA UK USA UK UK UK USA USA USA UK USA UK USA USA UK USA UK USA USA USA USA UK UK USA USA USA USA UK USA USA UK USA USA UK USA USA USA USA USA USA USA USA UK USA USA USA USA USA USA USA UK Page 8 Salesperson Callahan King Peacock Callahan Peacock Suyama Leverling King Peacock Peacock King Suyama Leverling Peacock Dodsworth Peacock Buchanan Buchanan Buchanan Callahan Peacock Davolio Buchanan Davolio Suyama Fuller Peacock King Callahan King Leverling Fuller Davolio Davolio King King Davolio Fuller Peacock Davolio Dodsworth Fuller Peacock Buchanan Fuller Davolio King Callahan Davolio Leverling Leverling Fuller Leverling Peacock Fuller Dodsworth Peacock Davolio Davolio Fuller Peacock Leverling Callahan King Order Date OrderID Order Amount 8/19/2004 10632 $589.985.40 9/10/2004 10656 $604.21 9/15/2004 10657 $4.84 9/19/2004 10653 $1.02 10/15/2004 10660 $1.00 10/10/2004 10693 $2.85 9/26/2004 10677 $813.00 8/28/2004 10640 $708.60 9/8/2004 10658 $4.50 8/26/2004 10637 $2.083.10 9/26/2004 10672 $3.164.00 9/23/2004 10675 $1.00 9/2/2004 10643 $814.510.94 9/1/2004 10638 $2.75 8/26/2004 10641 $2.701.535.00 10/3/2004 10685 $801.00 9/26/2004 10680 $1.94 9/19/2004 10667 $1.22 8/26/2004 10636 $629.434.00 9/15/2004 10661 $562.404.00 9/5/2004 10642 $696.00 8/18/2004 10633 $5.930.35 9/30/2004 10674 $45.288.05 8/27/2004 10639 $500.

082.00 11/18/2004 10741 $228.80 11/18/2004 10738 $52.118.850.00 10/16/2004 10700 $1.296.416.631.50 10/29/2004 10711 $4.35 11/21/2004 10735 $536.296.205.56 12/3/2004 10751 $1.50 11/5/2004 10725 $287.990.75 10/29/2004 10715 $1.50 10/21/2004 10702 $330.624.00 11/27/2004 10754 $55.196.87 11/4/2004 10722 $1.827.40 10/15/2004 10701 $2.75 11/14/2004 10729 $1.70 10/31/2004 10712 $1.00 11/7/2004 10704 $595.00 11/18/2004 10742 $3.641.00 11/10/2004 10733 $1.570.00 11/12/2004 10734 $1.00 12/19/2004 10749 $1.080.50 11/7/2004 10732 $360.00 10/23/2004 10707 $1.45 10/13/2004 10699 $114.311.00 11/5/2004 10719 $844.436.43 10/17/2004 10698 $3.451.25 11/5/2004 10720 $550.00 11/27/2004 10745 $4.00 10/29/2004 10717 $1.638.50 12/2/2004 10756 $1.890.48 10/24/2004 10713 $2.35 11/17/2004 10739 $240.590.459.00 10/20/2004 10703 $2.25 11/14/2004 10731 $1.644.00 10/23/2004 10710 $93.50 11/11/2004 10728 $1.00 10/21/2004 10706 $1.912.80 12/5/2004 10726 $655.50 11/18/2004 10705 $378.00 12/4/2004 10758 $1.00 12/15/2004 10757 $3.00 10/27/2004 10716 $706.00 11/21/2004 10743 $319.00 11/18/2004 10737 $139.545.00 11/25/2004 10740 $1.00 11/14/2004 10730 $484.00 12/5/2004 10727 $1.85 11/28/2004 10748 $2.20 11/24/2004 10744 $736.529.40 11/20/2004 10709 $3.80 11/21/2004 10746 $2.00 11/5/2004 10708 $180.864.00 11/24/2004 10750 $1.00 10/14/2004 10697 $805.233.00 Source Data .Salesperson Reports Sample Workbook Country USA USA USA USA USA UK USA UK UK UK USA USA UK USA USA UK USA USA UK USA USA USA USA USA USA UK USA USA USA USA USA USA USA USA UK UK USA USA USA UK UK USA USA USA USA USA USA USA UK UK USA UK USA USA UK USA USA USA UK USA USA UK USA USA Page 9 Salesperson Callahan Leverling Peacock Leverling Leverling Suyama Peacock Suyama Suyama Dodsworth Callahan Peacock Suyama Davolio Davolio Buchanan Leverling Davolio Buchanan Leverling Peacock Davolio Davolio Callahan Callahan Buchanan Callahan Leverling Callahan Peacock Peacock Fuller Peacock Callahan Buchanan King Leverling Davolio Fuller Suyama Dodsworth Fuller Fuller Leverling Peacock Peacock Leverling Davolio Suyama Dodsworth Davolio Suyama Leverling Peacock Dodsworth Leverling Fuller Leverling Suyama Peacock Callahan Suyama Leverling Leverling Order Date OrderID Order Amount 10/14/2004 10696 $996.45 11/5/2004 10724 $638.90 10/27/2004 10714 $2.40 11/21/2004 10736 $997.00 11/25/2004 10723 $468.60 12/12/2004 10759 $320.00 10/31/2004 10721 $923.424.70 11/26/2004 10747 $1.75 10/29/2004 10718 $3.948.270.498.893.00 11/27/2004 10753 $88.463.48 11/28/2004 10752 $252.20 11/28/2004 10755 $1.

775.335.952.829.942.93 12/31/2004 10801 $3.00 1/14/2005 10796 $2.603.60 12/9/2004 10766 $2.36 1/5/2005 10797 $420.692.50 12/19/2004 10783 $1.00 12/15/2004 10768 $1.90 1/13/2005 10823 $2.411.00 12/8/2004 10764 $2.85 1/2/2005 10802 $2.80 1/9/2005 10813 $602.00 Source Data .00 12/25/2004 10780 $720.00 1/8/2005 10811 $852.85 1/8/2005 10793 $191.00 12/19/2004 10781 $975.193.01 1/7/2005 10804 $2.553.40 12/12/2004 10774 $868.310.00 12/8/2004 10761 $507.468.27 1/21/2005 10777 $224.442.40 1/14/2005 10814 $1.788.286.50 12/22/2004 10784 $1.60 1/30/2005 10807 $18.40 1/9/2005 10805 $2.00 12/8/2004 10763 $616.50 1/1/2005 10791 $1.81 1/6/2005 10803 $1.00 1/5/2005 10798 $446.27 12/17/2004 10770 $236.22 12/16/2004 10773 $2.278.10 1/2/2005 10794 $314.00 12/19/2004 10772 $3.477.50 12/31/2004 10789 $3.00 1/15/2005 10821 $678.00 12/12/2004 10769 $1.00 1/7/2005 10809 $140.446.337.00 12/26/2004 10790 $722.515.00 1/7/2005 10810 $187.76 1/20/2005 10795 $2.60 1/5/2005 10799 $1.635.158.00 12/24/2004 10778 $96.88 12/22/2004 10782 $12.50 1/14/2005 10779 $1.45 1/13/2005 10817 $10.Salesperson Reports Sample Workbook Country USA UK USA USA UK USA USA USA USA USA USA UK USA USA USA UK USA UK USA USA USA USA UK USA USA USA USA USA USA USA UK UK USA USA UK USA USA UK USA UK USA USA USA USA UK USA USA USA USA UK USA USA UK USA USA USA USA USA UK USA USA USA UK UK Page 10 Salesperson Peacock Buchanan Leverling Leverling Suyama Leverling Peacock Peacock Leverling Leverling Callahan Dodsworth Leverling Davolio Peacock King Davolio King Leverling Leverling Fuller Fuller Dodsworth Peacock Peacock Davolio Callahan Fuller Davolio Davolio Suyama Suyama Davolio Leverling Suyama Callahan Leverling King Fuller Dodsworth Davolio Peacock Peacock Peacock Suyama Fuller Leverling Peacock Fuller King Fuller Callahan Buchanan Davolio Leverling Fuller Peacock Leverling King Fuller Leverling Davolio Suyama Buchanan Order Date OrderID Order Amount 12/10/2004 10760 $2.488.00 1/13/2005 10820 $1.76 1/19/2005 10788 $731.531.84 1/12/2005 10818 $833.687.026.75 12/26/2004 10775 $228.917.00 12/15/2004 10767 $28.030.341.08 12/26/2004 10787 $2.00 12/18/2004 10776 $6.00 1/12/2005 10812 $1.50 1/5/2005 10800 $1.00 2/4/2005 10816 $8.826.25 1/2/2004 10771 $344.00 12/24/2004 10785 $387.622.76 12/31/2004 10792 $399.00 12/9/2004 10765 $1.684.40 1/9/2005 10808 $1.00 12/9/2004 10762 $4.45 1/14/2005 10815 $40.140.50 12/23/2004 10786 $1.00 1/16/2005 10822 $237.00 1/16/2005 10819 $477.00 1/5/2005 10806 $439.

00 2/12/2005 10879 $611.80 2/11/2005 10874 $310.00 1/30/2005 10845 $3.50 1/30/2005 10849 $967.048.00 2/10/2005 10847 $4.00 2/18/2005 10881 $150.078.432.00 2/12/2005 10865 $16.979.69 2/4/2005 10860 $519.00 Source Data .127.064.40 2/2/2005 10862 $581.15 2/9/2005 10864 $282.38 1/22/2005 10839 $827.812.55 2/16/2005 10840 $211.71 1/21/2005 10835 $845.76 2/6/2005 10826 $730.50 1/23/2005 10837 $1.581.Salesperson Reports Sample Workbook Country USA USA UK USA UK UK USA USA USA UK USA USA UK UK USA USA USA UK USA USA USA USA USA USA UK UK USA UK USA UK USA USA USA USA USA USA USA USA USA USA USA USA UK UK UK UK UK UK UK USA UK USA UK USA USA USA UK USA USA USA USA UK USA USA Page 11 Salesperson Callahan Davolio Suyama Davolio Dodsworth Dodsworth Peacock Leverling Fuller Suyama Davolio Davolio King Dodsworth Leverling Leverling Peacock Buchanan Davolio Peacock Callahan Callahan Fuller Peacock King Dodsworth Davolio Buchanan Callahan Dodsworth Leverling Leverling Leverling Callahan Fuller Davolio Leverling Peacock Callahan Peacock Peacock Fuller Buchanan Suyama King Buchanan Buchanan Dodsworth Buchanan Peacock Buchanan Peacock King Davolio Peacock Leverling King Peacock Peacock Callahan Peacock Suyama Davolio Callahan Order Date OrderID Order Amount 1/30/2005 10824 $250.00 2/3/2005 10853 $625.50 2/16/2005 10887 $70.00 1/30/2005 10852 $2.00 2/6/2005 10857 $2.40 2/23/2005 10868 $1.92 1/29/2005 10848 $931.70 1/23/2005 10846 $1.931.058.00 1/26/2005 10844 $735.13 2/12/2005 10878 $1.22 2/3/2005 10858 $649.00 2/13/2005 10870 $160.974.684.984.00 1/21/2005 10830 $1.80 1/21/2005 10836 $4.00 2/6/2005 10827 $843.93 1/19/2005 10834 $1.89 2/10/2005 10856 $660.55 2/12/2005 10876 $917.82 1/30/2005 10850 $629.387.938.523.00 1/23/2005 10829 $1.00 3/2/2005 10886 $3.40 1/19/2005 10832 $475.966.630.50 1/23/2005 10838 $1.705.64 2/20/2005 10883 $36.227.00 2/4/2005 10828 $932.23 2/9/2005 10872 $2.00 2/2/2005 10859 $1.11 1/23/2005 10833 $906.00 2/20/2005 10882 $892.955.50 2/4/2005 10855 $2.00 2/19/2005 10877 $1.46 2/9/2005 10873 $336.00 2/2/2005 10851 $2.500.920.30 2/18/2005 10880 $1.00 2/10/2005 10871 $1.80 1/14/2005 10825 $1.60 2/9/2005 10869 $1.00 2/17/2005 10861 $3.00 1/26/2005 10843 $159.378.20 2/11/2005 10867 $98.20 1/29/2005 10841 $4.030.00 2/5/2005 10854 $2.50 2/12/2005 10866 $1.112.07 2/18/2005 10885 $1.00 2/17/2005 10863 $441.539.00 1/23/2005 10831 $2.00 3/3/2005 10875 $709.00 2/13/2005 10884 $1.209.00 1/29/2005 10842 $975.603.096.764.

74 Source Data .50 3/2/2005 10915 $539.447.15 3/11/2005 10926 $514.70 3/13/2005 10925 $475.00 3/18/2005 10912 $6.025.00 4/7/2005 10951 $458.40 4/8/2005 10927 $800.33 3/18/2005 10945 $245.50 2/25/2005 10897 $10.55 3/4/2005 10913 $768.200.50 3/6/2005 10908 $663.50 3/4/2005 10919 $1.25 3/6/2005 10905 $342.10 2/19/2005 10891 $368.50 3/12/2005 10929 $1.50 3/3/2005 10902 $863.00 3/9/2005 10921 $1.63 3/16/2005 10933 $920.10 3/10/2005 10909 $670.00 3/19/2005 10943 $711.75 3/2/2005 10914 $537.00 3/13/2005 10944 $1.380.255.75 2/26/2005 10901 $934.00 3/4/2005 10910 $452.407.00 2/18/2005 10890 $860.422.731.80 4/8/2005 10924 $1.80 3/16/2005 10938 $2.50 3/13/2005 10923 $748.24 3/6/2005 10898 $30.122.11 2/20/2005 10894 $2.00 3/19/2005 10946 $1.43 3/4/2005 10903 $932.50 3/9/2005 10916 $686.40 3/4/2005 10900 $33.89 3/11/2005 10918 $1.20 3/24/2005 10932 $1.75 3/18/2005 10942 $560.90 3/5/2005 10911 $858.00 3/18/2005 10935 $619.50 2/27/2005 10907 $108.00 3/3/2005 10906 $427.174.00 3/13/2005 10937 $644.788.10 2/23/2005 10895 $6.50 3/23/2005 10940 $360.93 2/19/2005 10892 $2.Salesperson Reports Sample Workbook Country USA UK UK UK USA UK USA USA UK USA USA UK USA USA USA USA USA UK USA UK USA USA USA USA USA USA UK USA USA USA USA USA USA USA UK UK USA USA USA USA USA UK USA USA USA UK USA USA USA UK USA USA USA UK UK USA UK USA USA USA USA USA USA UK Page 12 Salesperson Davolio Dodsworth King King Peacock Dodsworth Davolio Leverling King Leverling Peacock Buchanan Davolio Peacock Davolio Leverling Leverling Dodsworth Peacock Suyama Peacock Davolio Davolio Leverling Fuller Peacock Suyama Fuller Davolio Peacock Leverling Fuller Peacock Davolio Buchanan King Leverling Leverling Peacock Peacock Davolio Suyama Peacock Peacock Callahan Suyama Leverling Peacock Leverling King Leverling Fuller Callahan King Dodsworth Peacock Suyama Peacock Davolio Leverling Leverling Fuller Davolio Dodsworth Order Date OrderID Order Amount 2/23/2005 10888 $605.50 3/19/2005 10931 $799.835.60 3/12/2005 10934 $500.936.362.50 3/16/2005 10947 $220.00 3/18/2005 10928 $137.502.00 2/23/2005 10889 $11.924.379.70 3/11/2005 10917 $365.05 2/27/2005 10904 $1.00 2/26/2005 10899 $122.835.011.753.00 2/20/2005 10893 $5.80 3/9/2005 10920 $390.40 2/27/2005 10896 $750.87 3/13/2005 10939 $637.25 3/17/2005 10949 $4.00 3/19/2005 10948 $2.00 3/5/2005 10922 $742.00 3/20/2005 10941 $4.75 3/18/2005 10930 $2.50 3/18/2005 10936 $456.090.00 3/23/2005 10950 $110.

353.69 4/13/2005 11007 $2.50 4/17/2005 10980 $248.00 3/26/2005 10963 $57.44 4/9/2005 10994 $940.38 4/10/2005 11005 $586.75 4/2/2005 10985 $2.00 3/30/2005 10969 $108.50 4/6/2005 10995 $1.55 4/3/2005 10974 $439.40 4/1/2005 10968 $1.00 4/10/2005 10996 $560.50 4/17/2005 11012 $2.30 4/10/2005 11013 $361.50 4/3/2005 10976 $912.90 4/10/2005 11009 $616.303.441.90 3/23/2005 10962 $3.70 3/27/2005 10958 $781.813.60 4/10/2005 10993 $4.53 3/20/2005 10955 $74.772.00 4/6/2005 10983 $720.014.00 4/10/2005 10977 $2.60 4/7/2005 10990 $4.196.85 4/7/2005 10991 $2.197.25 3/20/2005 10954 $1.00 4/13/2005 11011 $933.00 4/6/2005 10987 $2.38 4/21/2005 10986 $2.810.46 4/2/2005 10967 $910.00 4/8/2005 10982 $1.574.233.00 4/24/2005 10970 $224.00 3/27/2005 10975 $717.20 3/25/2005 10953 $4.296.19 3/31/2005 10979 $4.00 4/20/2005 11004 $295.35 4/13/2005 11016 $491.098.90 4/3/2005 10984 $1.00 4/13/2005 10997 $1.00 4/10/2005 10999 $1.80 4/2/2005 10989 $1.584.811.288.023.733.00 4/16/2005 11002 $1.95 4/14/2005 11000 $903.75 4/14/2005 11001 $2.408.809.00 4/2/2005 10971 $1.00 3/23/2005 10959 $131.10 4/8/2005 11003 $326.00 3/27/2005 10957 $1.80 3/24/2005 10964 $2.40 3/20/2005 10956 $677.50 Source Data .Salesperson Reports Sample Workbook Country USA UK UK USA UK USA UK UK USA USA USA UK USA UK USA USA USA USA UK USA USA UK USA USA USA USA UK USA USA USA USA USA USA USA USA USA USA USA USA USA USA UK USA USA USA USA USA UK USA USA USA USA USA USA USA USA USA USA USA USA USA USA USA UK Page 13 Salesperson Davolio Dodsworth Buchanan Callahan Suyama Callahan King Suyama Leverling Callahan Callahan Dodsworth Leverling Suyama Peacock Fuller Davolio Davolio Dodsworth Fuller Peacock Suyama Leverling Davolio Davolio Callahan Dodsworth Callahan Peacock Davolio Fuller Fuller Davolio Fuller Callahan Callahan Leverling Fuller Fuller Davolio Davolio King Fuller Davolio Peacock Callahan Callahan Suyama Fuller Fuller Peacock Leverling Leverling Fuller Leverling Callahan Fuller Fuller Leverling Davolio Fuller Fuller Fuller Dodsworth Order Date OrderID Order Amount 3/24/2005 10952 $471.50 3/30/2005 10965 $848.895.885.052.35 3/30/2005 10961 $1.769.119.659.220.00 4/15/2005 11006 $329.633.00 4/2/2005 10981 $15.50 3/27/2005 10973 $291.00 4/10/2005 10988 $3.18 4/20/2005 11015 $622.75 4/8/2005 10960 $265.06 3/26/2005 10972 $251.00 4/8/2005 10966 $1.00 4/3/2005 10992 $69.50 4/21/2005 11010 $645.825.00 4/17/2005 10998 $686.762.00 4/15/2005 11014 $243.00 4/23/2005 10978 $1.

05 4/24/2005 11031 $2.754.00 4/30/2005 11038 $732.00 4/20/2005 11024 $1.750.00 5/1/2005 11052 $1.50 4/23/2005 11033 $3.87 4/30/2005 11048 $525.966.24 4/24/2005 11023 $1.00 4/16/2005 11018 $1.80 4/27/2005 11030 $12.00 5/1/2005 11057 $45.160.60 4/24/2005 11046 $1.00 4/28/2005 11026 $1.500.00 4/20/2005 11027 $877.902.00 4/27/2005 11037 $60.00 5/1/2005 11044 $591.80 4/27/2005 11034 $539.615.00 4/27/2005 11029 $1.00 5/1/2005 11042 $405.306.00 Source Data .00 5/1/2005 11056 $3.72 4/22/2005 11028 $2.40 4/21/2005 11021 $6.80 5/1/2005 11047 $817.50 4/23/2005 11032 $8.60 4/28/2005 11041 $1.773.Salesperson Reports Sample Workbook Country UK USA USA USA USA USA UK USA USA USA USA UK UK USA UK USA USA USA UK USA USA USA UK USA USA UK UK USA USA USA USA Page 14 Salesperson Dodsworth Peacock Fuller Leverling Davolio Peacock Suyama Peacock Davolio Fuller Peacock King Suyama Fuller King Callahan Fuller Callahan King Davolio Leverling Fuller Buchanan Peacock Callahan King King Leverling Fuller Callahan Leverling Order Date OrderID Order Amount 4/20/2005 11017 $6.485.00 4/29/2005 11053 $3.055.50 4/22/2005 11036 $1.75 4/29/2005 11043 $210.575.332.81 4/24/2005 11025 $270.393.40 4/24/2005 11035 $1.030.740.692.00 4/16/2005 11020 $632.286.232.

Drag the Salesperson field from the PivotTable Field List window that appears to the row area (if you're not sure how to do that.764 $72.500 $75. If you want to compare total amounts by country instead of by salesperson.528 $1. In this report and others in this workbook.Salesperson Reports Sample Workbook Salesperson Buchanan Callahan Davolio Dodsworth Fuller King Leverling Peacock Suyama Grand Total Order Amount $68.048 $162. Page 15 .228. This report is easy to create: click a cell in the source data. double-click the field.327 Order Amounts A simple report: total orders for each salesperson In a few steps.033 $182.792 $123. click PivotTable and PivotChart Report on the Data menu.963 $201. Drag the Order Amount field to the data area. and click Finish. To do that for a field that includes cents. click Number. just click Row Area in the field list's dropdown and then click Add To).504 $116.196 $225. the cents are rounded up to whole dollars. you can compare total sales for each salesperson. and enter zero in the Decimal places field. drag the salesperson field out of the report and drag the Country field to the row area instead. click Currency. The report also has the Report 5 format: click the Format Report button on the PivotTable toolbar to apply this format. and you're done.

J .792 $75.Salesperson Reports Sample Workbook A 1 2 3 4 5 6 7 8 9 10 11 12 13 Country B Orders by Country C D E F G H I UK Comparing sales one country at a time Salesperson Buchanan Dodsworth King Suyama Grand Total Page 16 Order Amount $68. You can use this field to display three different pages: individual pages for the two countries.963 $72. Cell B1 contains the item currently displayed in the page field.331 The Country field in this report is a page field. click the item you want to view. and the (All) page that summarizes data for both countries. To change the page.528 $333. and then click OK.048 $116. click the dropdown arrow in cell B1.

in the reports on the Order Amounts and Orders by Country worksheets.228.327 Initially. For example. if data for a new salesperson is added within the source data range and you then refresh the report.504 $123.048 $72. For example. the items in the Salesperson field have been sorted according to their order amounts. the names of the salespersons are alphabetized.Salesperson Reports Sample Workbook Country Orders Sorted (All) Sorting the rows from largest to smallest sales Salesperson Peacock Leverling Davolio Fuller Callahan King Dodsworth Suyama Buchanan Grand Total Page 17 Order Amount $225.792 $1. the row for the new salesperson will appear in the report ranked by order amount.500 $162.196 $182.033 $116.528 $68. the items in a field are either sorted in ascending order or displayed in the order received from the source database. Once you use this command to sort a field. using the Sort and Top 10 command on the PivotTable menu (PivotTable toolbar). the field retains the sort order even if you rearrange or update the report.764 $201. . depending on the type of source data you use.963 $75. In this report.

The rest of the salespersons no longer appear in the report.Salesperson Reports Sample Workbook Country Top 5 (All) Finding the top five salespersons in one step Salesperson Callahan Davolio Fuller Leverling Peacock Grand Total Order Amount $123.500 $162.033 $182. Use the Sort and Top 10 command on the PivotTable menu (PivotTable toolbar) to set these options. but you can display a field both filtered and sorted if you want: for example.764 $894. and the grand total includes only the top five order amounts.504 $201.996 The Salesperson field appears blue because the field has been filtered to display the salespersons with the top five order amounts.196 $225. Page 18 . The field isn't sorted. you could sort the top five salespersons from the greatest to least order amount.

once in each quarter.649 $21.584 $18. . by selecting the specific items to combine. you can create appropriate groupings: you can group numbers by intervals such as tens or hundreds.035 $9.719 $32. or day.999 $21. For other types of data. you'll notice that there is no Quarters column. Excel allows you to group dates in several ways including by year.276 Buchanan Dodsworth King Suyama $23.903 Buchanan Dodsworth King Suyama $6. The report repeats items in an inner row field as necessary for each outer row field item.241 Qtr2 Qtr3 Qtr4 Grand Total Page 19 $333. The Quarters field was created from the Order Date field by grouping the dates in the field.920 $38. Salesperson is now an inner row field. You can also use seven-day groups to group by week.950 $14.480 $34.563 $21. and you can group other types of items manually. Quarters is an outer row field. month. If you look at the Source Data worksheet.331 This report has two row fields.858 $14.866 $18.181 $17. so the name of each salesperson appears four times.107 Buchanan Dodsworth King Suyama $16. using the Group and Show Detail commands on the shortcut menu.Salesperson Reports Sample Workbook Country UK Quarters Qtr1 Salesperson Quarter by Salesperson Comparing salesperson performance quarter-by-quarter Order Amount Buchanan Dodsworth King Suyama $22.

950 $21.181 $68.528 Buchanan Total Dodsworth Dodsworth Total King King Total Suyama Suyama Total Grand Total Page 20 $333. From this simple change.107 $14.649 $17.563 $116.Salesperson Reports Sample Workbook Country UK Salesperson Buchanan Quarters Salesperson by Quarter Comparing quarterly results for each salesperson Order Amount Qtr1 Qtr2 Qtr3 Qtr4 $22.792 Qtr1 Qtr2 Qtr3 Qtr4 $32.048 Qtr1 Qtr2 Qtr3 Qtr4 $34. This change is very easy to make: click the inner row field and drag it to the left of the outer row field.584 $21. .999 $75.276 $21.035 $23. instead of breaking down each quarter's sales by salesperson. the positions of the Quarters and Salesperson fields have been swapped.903 $18.963 Qtr1 Qtr2 Qtr3 Qtr4 $18.866 $38.241 $72.920 $9. so that Salesperson is now an outer row field and Quarters is an inner row field.331 In this report.719 $6.858 $16. the report now breaks down each salesperson's performance by quarter.480 $14.

where you don't have a separate Excel source data worksheet to view.72 Details Viewing the details behind a summarized amount Which individual orders contributed to Buchanan's first-quarter order amount? You can easily list the records from the source data that are summarized in a particular data cell.00 Buchanan 2/9/2005 10872 2058. This feature is available for most types of source data. sort. . and filter this detail data without affecting the PivotTable report or the original source data.10 Buchanan 3/6/2004 10463 713.00 Buchanan 1/13/2005 10823 2826.46 Buchanan 2/13/2005 10870 160. You can format.Salesperson Reports Sample Workbook Country UK UK UK UK UK UK UK UK UK UK UK UK UK UK UK UK Page 21 Salesperson Order Date OrderID Order Amount Buchanan 3/20/2005 10954 1659.20 Buchanan 2/2/2005 10851 2603.00 Buchanan 3/21/2004 10474 1249.30 Buchanan 1/2/2004 10397 716.00 Buchanan 2/9/2005 10869 1630.80 Buchanan 3/25/2004 10477 558.00 Buchanan 2/12/2005 10866 1096.00 Buchanan 1/12/2005 10812 1692. just by double-clicking the cell.40 Buchanan 2/11/2005 10874 310. Excel creates a new worksheet like this one with a copy of the data.53 Buchanan 3/5/2005 10922 742.00 Buchanan 1/29/2005 10841 4581. and is particularly useful with source data taken from external databases.50 Buchanan 2/26/2005 10899 122.

950 $14. .649 $21.035 $9. to present the combined data.331 100% So far the reports in this workbook have all summarized data by adding up total amounts.903 7% 10% 10% 6% Buchanan Dodsworth King Suyama $6.584 $18.Salesperson Reports Sample Workbook 1 2 A Country 3 Quarters 4 Qtr1 5 6 7 8 9 10 Qtr2 11 12 13 14 15 16 Qtr3 17 18 19 20 21 22 Qtr4 23 24 25 26 27 28 Grand Total Page 22 B Percent of Total C D E F G H I J K L UK Showing summarized amounts as a percentage of the total Salesperson Order Amount Percent of Order Total Buchanan Dodsworth King Suyama $22. Each value in column D indicates the percentage of the total of all order amounts.866 $18.107 2% 4% 12% 5% Buchanan Dodsworth King Suyama $16.480 $34. To see what's available. cell D5 indicates that Buchanan's first-quarter sales were seven percent of the grand total for all quarters and salespersons.276 5% 3% 7% 4% Buchanan Dodsworth King Suyama $23.563 $21.181 $17. For example. The Percent of Order Total field in this report uses another form of summary. called a custom calculation. Excel provides several types of custom calculations for data fields.920 $38.241 7% 5% 6% 6% $333. double-click the Percent of Order Total field and look at the Show data as dropdown list.999 $21.719 $32.858 $14.

To view this formula.950 $21.719 $6. 15%*'Order Amount'.792 15% 10% 10% 15% 15% Qtr1 Qtr2 Qtr3 Qtr4 $32. and then click Modify and OK: =IF('Order Amount' >20000. . The Bonus Amount field displays 15% if the order amount is greater than $20. click PivotTable on the PivotTable toolbar.276 $21. or 10% of the amount is less. and set the number format to Currency.Salesperson Reports Sample Workbook Country Salesperson Buchanan Bonus Amount UK Quarters Qtr1 Qtr2 Qtr3 Qtr4 Calculating a bonus or commission Order Amount Bonus Amount $22. and then click Calculated Field. 10%*'Order Amount') After you make this change.035 $23.331 15% Buchanan Total Dodsworth Dodsworth Total King King Total Suyama Suyama Total Grand Total Page 23 This report shows you how to add your own formula to a PivotTable report.000.048 15% 10% 10% 10% 15% Qtr1 Qtr2 Qtr3 Qtr4 $34.241 $72.649 $17.903 $18. Change the formula in the Formula box to read as follows.858 $16. In the Name box. point to Formulas. you'll want to express the amounts as dollars rather than percentages: double-click the Bonus Amount field.963 15% 15% 15% 15% 15% Qtr1 Qtr2 Qtr3 Qtr4 $18.181 $68.528 10% 10% 10% 15% 15% $333. click Bonus Amount.866 $38.920 $9. You could easily change this field to calculate the dollar amount of each bonus payment.107 $14.584 $21.563 $116.480 $14.999 $75. click Number.

Salesperson Reports Sample Workbook Chart Country Sum of Order Amount 250000 200000 150000 Quarters Qtr4 Qtr3 Qtr2 Qtr1 100000 50000 0 Buchanan Salesperson Page 24 Callahan Davolio Dodsworth Fuller King Leverling Peacock Suyama .

and then click Data for Chart. You can use most of the chart type. if you already have a PivotTable report that you want to chart. run the PivotTable and PivotChart Report wizard. the PivotChart report was created independently from the source data. point to Sheet on the Format menu. its associated PivotTable report reflects the changes.Salesperson Reports Sample Workbook Chart Instructions PivotChart Report on the Chart Sheet The chart on the Chart sheet is a PivotChart report that provides a graphical representation of the summarized data used in the PivotTable reports in this workbook. for example to put it on the same worksheet as its associated PivotTable report. A PivotChart report always has a dependency on a PivotTable report that provides the data to be charted. Just click the chart and click Location on the Chart menu. in step 1 select PivotChart (with PivotTable). because PivotChart reports tend to include lots of data and therefore usually need plenty of space. A new PivotChart report always appears on a separate chart sheet. The associated PivotTable report for the example is hidden. called the associated PivotTable report. Page 25 . ask the Excel Answer Wizard about PivotChart reports. To allow you to make changes to the example PivotChart report without affecting any of the example PivotTable reports. sort. and options available for regular charts to customize a PivotChart report. If you want to see it. click the report and then click the Chart Wizard button on the PivotTable toolbar. For more information. and group the data. formatting. You can easily move a PivotChart report onto a worksheet. A PivotChart report has many features similar to a PivotTable report: you can change the layout. click Unhide. and then complete the steps of the wizard as you would for a PivotTable report. When you make changes to a PivotChart report. Or. To create a PivotChart report. filter.

Sign up to vote on this title
UsefulNot useful