Order ID Order Date Employee Customer Name Category

30 01/15/15 Anne Hellung-Larsen Company AA Beverages

30 01/15/15 Anne Hellung-Larsen Company AA Dried Fruit & Nuts
31 01/20/15 Jan Kotas Company D Dried Fruit & Nuts
31 01/20/15 Jan Kotas Company D Dried Fruit & Nuts
31 01/20/15 Jan Kotas Company D Dried Fruit & Nuts
32 01/22/15 Mariya Sergienko Company L Beverages
32 01/22/15 Mariya Sergienko Company L Beverages
33 01/30/15 Michael Neipper Company H Baked Goods & Mixes
34 02/06/15 Anne Hellung-Larsen Company D Baked Goods & Mixes
35 02/10/15 Jan Kotas Company CC Candy
36 02/23/15 Mariya Sergienko Company C Soups
37 03/06/15 Laura Giussani Company F Sauces
38 03/10/15 Anne Hellung-Larsen Company BB Beverages
39 03/22/15 Jan Kotas Company H Candy
42 03/24/15 Nancy Freehafer Company J Baked Goods & Mixes
40 03/24/15 Mariya Sergienko Company J Beverages
42 03/24/15 Nancy Freehafer Company J Condiments
42 03/24/15 Nancy Freehafer Company J Jams, Preserves
56 04/03/15 Andrew Cencini Company F Candy
55 04/05/15 Nancy Freehafer Company CC Beverages
48 04/05/15 Mariya Sergienko Company H Baked Goods & Mixes
48 04/05/15 Mariya Sergienko Company H Sauces
46 04/05/15 Robert Zare Company I Dairy Products
46 04/05/15 Robert Zare Company I Pasta
50 04/05/15 Anne Hellung-Larsen Company Y Baked Goods & Mixes
51 04/05/15 Anne Hellung-Larsen Company Z Canned Meat
51 04/05/15 Anne Hellung-Larsen Company Z Oil
51 04/05/15 Anne Hellung-Larsen Company Z Soups
45 04/07/15 Nancy Freehafer Company BB Canned Meat
45 04/07/15 Nancy Freehafer Company BB Soups
47 04/08/15 Michael Neipper Company F Beverages
58 04/22/15 Jan Kotas Company D Grains
58 04/22/15 Jan Kotas Company D Jams, Preserves
63 04/25/15 Mariya Sergienko Company C Condiments
63 04/25/15 Mariya Sergienko Company C Sauces
60 04/30/15 Michael Neipper Company H Dairy Products
71 05/24/15 Nancy Freehafer Company A Canned Meat
67 05/24/15 Mariya Sergienko Company J Dried Fruit & Nuts
69 05/24/15 Nancy Freehafer Company J Dried Fruit & Nuts
70 05/24/15 Nancy Freehafer Company K Sauces
78 06/05/15 Nancy Freehafer Company CC Canned Fruit & Vegetables
75 06/05/15 Mariya Sergienko Company H Candy
73 06/05/15 Robert Zare Company I Soups
76 06/05/15 Anne Hellung-Larsen Company Y Condiments
77 06/05/15 Anne Hellung-Larsen Company Z Jams, Preserves
72 06/07/15 Nancy Freehafer Company BB Beverages
74 06/08/15 Michael Neipper Company F Candy
79 06/23/15 Andrew Cencini Company F Dried Fruit & Nuts
79 06/23/15 Andrew Cencini Company F Dried Fruit & Nuts
Product Name Sales Payment Ty CSAT Last Name First Name
Beer $1,400.00 Check 81% Toh Karen
Dried Plums $105.00 Check 65% Toh Karen
Dried Apples $530.00 Credit Card 97% Lee Christina
Dried Pears $300.00 Credit Card 86% Lee Christina
Dried Plums $35.00 Credit Card 66% Lee Christina
Chai $270.00 Credit Card 67% Edwards John
Coffee $920.00 Credit Card 100% Edwards John
Chocolate Biscuits Mix $276.00 Credit Card 100% Andersen Elizabeth
Chocolate Biscuits Mix $184.00 Check 74% Lee Christina
Chocolate $127.50 Check 65% Lee Soo Jung
Clam Chowder $1,930.00 Cash 80% Axen Thomas
Curry Sauce $680.00 Credit Card 63% Pérez-Olaeta Francisco
Coffee $13,800.00 Check 69% Raghav Amritansh
Chocolate $1,275.00 Check 76% Andersen Elizabeth
Chocolate Biscuits Mix $92.00 66% Wacker Roland
Green Tea $598.00 Credit Card 92% Wacker Roland
Cajun Seasoning $220.00 73% Wacker Roland
Boysenberry Spread $250.00 96% Wacker Roland
Chocolate $127.50 Check 82% Pérez-Olaeta Francisco
Beer $1,218.00 Check 67% Lee Soo Jung
Chocolate Biscuits Mix $230.00 Check 88% Andersen Elizabeth
Curry Sauce $1,000.00 Check 64% Andersen Elizabeth
Mozzarella $1,740.00 Check 92% Mortensen Sven
Ravioli $1,950.00 Check 64% Mortensen Sven
Scones $200.00 Cash 80% Rodman John
Crab Meat $552.00 Credit Card 100% Liu Run
Olive Oil $533.75 Credit Card 95% Liu Run
Clam Chowder $289.50 Credit Card 66% Liu Run
Crab Meat $920.00 Credit Card 97% Raghav Amritansh
Clam Chowder $482.50 Credit Card 97% Raghav Amritansh
Beer $4,200.00 Credit Card 81% Pérez-Olaeta Francisco
Long Grain Rice $280.00 Credit Card 66% Lee Christina
Marmalade $3,240.00 Credit Card 72% Lee Christina
Syrup $500.00 Cash 64% Axen Thomas
Curry Sauce $120.00 Cash 66% Axen Thomas
Mozzarella $1,392.00 Credit Card 80% Andersen Elizabeth
Crab Meat $736.00 92% Bedecs Anna
Almonds $200.00 Credit Card 63% Wacker Roland
Dried Plums $52.50 86% Wacker Roland
Curry Sauce $800.00 80% Krschne Peter
Fruit Cocktail $1,560.00 Check 69% Lee Soo Jung
Chocolate $510.00 Check 72% Andersen Elizabeth
Clam Chowder $96.50 Check 65% Mortensen Sven
Cajun Seasoning $660.00 Cash 95% Rodman John
Boysenberry Spread $2,250.00 Credit Card 85% Liu Run
Coffee $230.00 Credit Card 96% Raghav Amritansh
Chocolate $510.00 Credit Card 92% Pérez-Olaeta Francisco
Dried Apples $1,590.00 Check 64% Pérez-Olaeta Francisco
Dried Pears $900.00 Check 68% Pérez-Olaeta Francisco
Address City State/Provinc Map Sales Quarter
789 27th Street Las Vegas NV $1,400.00 1
789 27th Street Las Vegas NV $105.00 1 1 Verify your data
123 4th Street New York NY $530.00 1
123 4th Street New York NY $300.00 1 • Copy/Paste or query from another
123 4th Street New York NY $35.00 1 source or application.
123 12th Street Las Vegas NV $270.00 1
123 12th Street Las Vegas NV $920.00 1 • This data was imported from the
123 8th Street Portland OR $276.00 1 Northwind Traders database template
123 4th Street New York NY $184.00 1 for Microsoft Access.
789 29th Street Denver CO $127.50 1
123 3rd Street Los Angelas CA $1,930.00 1 • For best results, make sure that your
123 6th Street Milwaukee WI $680.00 1 data is in Excel Table format (Home >
789 28th Street Memphis TN ### 1 Format as Table), and doesn't contain
123 8th Street Portland OR $1,275.00 1
any blank rows or columns.
123 10th Street Chicago IL $92.00 1
123 10th Street Chicago IL $598.00 1
123 10th Street Chicago IL $220.00 1 2 Create a PivotTable
123 10th Street Chicago IL $250.00 1
123 6th Street Milwaukee WI $127.50 2 • Select anywhere in your data range,
789 29th Street Denver CO $1,218.00 2 then go to Insert > PivotTable > New
123 8th Street Portland OR $230.00 2 Worksheet > OK.
123 8th Street Portland OR $1,000.00 2
123 9th Street Salt Lake City UT $1,740.00 2 • We've already taken this step for
123 9th Street Salt Lake City UT $1,950.00 2 you on the next worksheet, but you
789 25th Street Chicago IL $200.00 2 can do it yourself.
789 26th Street Miami FL $552.00 2
789 26th Street Miami FL $533.75 2
NEXT >
789 26th Street Miami FL $289.50 2
789 28th Street Memphis TN $920.00 2
789 28th Street Memphis TN $482.50 2
123 6th Street Milwaukee WI $4,200.00 2
123 4th Street New York NY $280.00 2
123 4th Street New York NY $3,240.00 2
123 3rd Street Los Angelas CA $500.00 2
123 3rd Street Los Angelas CA $120.00 2
123 8th Street Portland OR $1,392.00 2
123 1st Street Seattle WA $736.00 2
123 10th Street Chicago IL $200.00 2
123 10th Street Chicago IL $52.50 2
123 11th Street Miami FL $800.00 2
789 29th Street Denver CO $1,560.00 2
123 8th Street Portland OR $510.00 2
123 9th Street Salt Lake City UT $96.50 2
789 25th Street Chicago IL $660.00 2
789 26th Street Miami FL $2,250.00 2
789 28th Street Memphis TN $230.00 2
123 6th Street Milwaukee WI $510.00 2
123 6th Street Milwaukee WI $1,590.00 2
123 6th Street Milwaukee WI $900.00 2
erify your data
aste or query from another
application.

ta was imported from the

d Traders database template
soft Access.

t results, make sure that your

Excel Table format (Home >
s Table), and doesn't contain
k rows or columns.

ate a PivotTable
nywhere in your data range,
o Insert > PivotTable > New
et > OK.

lready taken this step for

he next worksheet, but you
yourself.

NEXT >
 Data
Category Sum - Sales Sum - Sales 3 Create a PivotTable
Baked Goods & Mixes $982.00 1.89%
Beverages $22,636.00 43.48% • Click anywhere in the PivotTable
Candy $2,550.00 4.90% area on the left to launch the Field
Canned Fruit & Vegetables $1,560.00 3.00% list, which will appear to the right.
Canned Meat $2,208.00 4.24%
Condiments $1,380.00 2.65% • In the Field list, click Category and
Dairy Products $3,132.00 6.02% Sales, then drag Sales into the Value
Dried Fruit & Nuts $3,712.50 7.13%
field so it appears twice.
Grains $280.00 0.54%
Jams, Preserves $5,740.00 11.03%
• Change the Value Field Settings for
Oil $533.75 1.03%
the second Sales field to Show Values
Pasta $1,950.00 3.75%
Sauces $2,600.00 4.99% As > % of Grand Total, then Format
Soups $2,798.50 5.38% as Percentage.
Total Result $52,062.75 100.00%
• Format your PivotTable as desired
by renaming header fields, number
format and PivotTable style.

NEXT >
PivotTable
n the PivotTable
o launch the Field
pear to the right.

click Category and

Sales into the Value
s twice.

ue Field Settings for

field to Show Values
Total, then Format

otTable as desired
der fields, number
Table style.
 NOTE: We're limiting this PivotTable to Top 10
Items to keep its size relative to the others.
Click the Filter button > Value Filters to change
it.

Data Data
Category Sum - Sales Sum - Sales Product Name Sum - Sale Sum - Sales
Beverages $22,636.00 43.48% Beer $6,818.00 15.89%
Jams, Preserves $5,740.00 11.03% Boysenberry Spread $2,500.00 5.83%
Dried Fruit & Nuts $3,712.50 7.13% Chocolate $2,550.00 5.94%
Dairy Products $3,132.00 6.02% Clam Chowder $2,798.50 6.52%
Soups $2,798.50 5.38% Coffee ### 34.84%
Sauces $2,600.00 4.99% Crab Meat $2,208.00 5.14%
Candy $2,550.00 4.90% Curry Sauce $2,600.00 6.06%
Canned Meat $2,208.00 4.24% Dried Apples $2,120.00 4.94%
Pasta $1,950.00 3.75% Marmalade $3,240.00 7.55%
Canned Fruit & Vegetables $1,560.00 3.00% Mozzarella $3,132.00 7.30%
Condiments $1,380.00 2.65% Total Result ### 100.00%
Baked Goods & Mixes $982.00 1.89%
Oil $533.75 1.03%
Grains $280.00 0.54%
Total Result $52,062.75 100.00%
 Data Data
Customer Name Sum - Sale Sum - Sales Employee Sum - Sale Sum - Sales
Company A $736.00 1.41% Andrew Cencini $2,617.50 5.03%
Company AA $1,505.00 2.89% Anne Hellung-Larsen ### 38.37%
Company BB ### 29.64% Jan Kotas $5,787.50 11.12%
Company C $2,550.00 4.90% Laura Giussani $680.00 1.31%
Company CC $2,905.50 5.58% Mariya Sergienko $6,278.00 12.06%
Company D $4,569.00 8.78% Michael Neipper $6,378.00 12.25%
Company F $8,007.50 15.38% Nancy Freehafer $6,561.00 12.60%
Company H $4,683.00 8.99% Robert Zare $3,786.50 7.27%
Company I $3,786.50 7.27% Total Result ### 100.00%
Company J $1,412.50 2.71%
Company K $800.00 1.54% 4 Create copies of your PivotTabl
Company L $1,190.00 2.29%
Company Y $860.00 1.65% • Select the entire PivotTable, copy it with Ctrl+C, then pa
Company Z $3,625.25 6.96% times.
Total Result ### 100.00%
• Change each PivotTable to reflect the details you want
display.

• You can Sort by values by clicking the Sort button in the

Category field, then select More Sort Options.

• At this point you might want to give your PivotTables

meaningful names, so you know what they do. Otherwise
will name them PivotTable1, PivotTable2 and so on. Go to
PivotTable Tools > Analyze > Rename the PivotTable in t
PivotTable Name box. NEXT >
 Sum - Sales

s of your PivotTable
e, copy it with Ctrl+C, then paste it 3

reflect the details you want to

clicking the Sort button in the

More Sort Options.

nt to give your PivotTables

now what they do. Otherwise, Excel
PivotTable2 and so on. Go to
> Rename the PivotTable in the
NEXT >
 Data Data
Category Sum - Sales Sum - Sales Product Name Sum - Sale Sum - Sales
Beverages $22,636.00 43.48% Beer $6,818.00 15.89%
Jams, Preserves $5,740.00 11.03% Boysenberry Spread $2,500.00 5.83%
Dried Fruit & Nuts $3,712.50 7.13% Chocolate $2,550.00 5.94%
Dairy Products $3,132.00 6.02% Clam Chowder $2,798.50 6.52%
Soups $2,798.50 5.38% Coffee ### 34.84%
Sauces $2,600.00 4.99% Crab Meat $2,208.00 5.14%
Candy $2,550.00 4.90% Curry Sauce $2,600.00 6.06%
Canned Meat $2,208.00 4.24% Dried Apples $2,120.00 4.94%
Pasta $1,950.00 3.75% Marmalade $3,240.00 7.55%
Canned Fruit & Vegetables $1,560.00 3.00% Mozzarella $3,132.00 7.30%
Condiments $1,380.00 2.65% Total Result ### 100.00%
Baked Goods & Mixes $982.00 1.89%
Oil $533.75 1.03%
Grains $280.00 0.54%
Total Result $52,062.75 100.00%

Categor y Pr oduct
$12 1200.00% $12 1200.00%

$10 1000.00% $10 1000.00%

$8 800.00% $8 800.00%

$6 600.00% $6 600.00%

$4 400.00% $4 400.00%

$2 200.00% $2 200.00%

$0 0.00% $0 0.00%
 Data Data
Customer Name Sum - Sale Sum - Sales Employee Sum - Sale Sum - Sales
Company A $736.00 1.41% Andrew Cencini $2,617.50 5.03%
Company AA $1,505.00 2.89% Anne Hellung-Larsen ### 38.37%
Company BB ### 29.64% Jan Kotas $5,787.50 11.12%
Company C $2,550.00 4.90% Laura Giussani $680.00 1.31%
Company CC $2,905.50 5.58% Mariya Sergienko $6,278.00 12.06%
Company D $4,569.00 8.78% Michael Neipper $6,378.00 12.25%
Company F $8,007.50 15.38% Nancy Freehafer $6,561.00 12.60%
Company H $4,683.00 8.99% Robert Zare $3,786.50 7.27%
Company I $3,786.50 7.27% Total Result ### 100.00%
Company J $1,412.50 2.71%
Company K $800.00 1.54%
Company L $1,190.00 2.29%
Company Y $860.00 1.65%
Company Z $3,625.25 6.96%
Total Result ### 100.00%

Com pany Sales R ep

$12 1200.00% $12 1200.00%

$10 1000.00% $10 1000.00%

$8 800.00% $8 800.00%

$6 600.00% $6 600.00%

$4 400.00% $4 400.00%

$2 200.00% $2 200.00%

$0 0.00% $0 0.00%
 5 Create PivotCharts
Sum - Sales
• Click anywhere in the first PivotTable
and go to PivotTable Tools > Analyze >
PivotChart > select a chart type.

• We chose a Combo chart with Sales as

a Column chart, and % Total as a Line
chart plotted on the Secondary axis (see
below).

• Select the chart, then size and format

as desired from the PivotChart Tools tab.

• Repeat for each of the other

PivotTables

• Now is a good time to rename your

PivotCharts too.NEXT >
1200.00%

1000.00%

800.00%

600.00%

400.00%

200.00%

0.00%
 This shape represents a slicer. Slicers are This shape represents a slicer. Slicers are This shape repr
supported in Excel 2010 or later. supported in Excel 2010 or later. supported in Ex

If the shape was modified in an earlier version of If the shape was modified in an earlier version of If the shape wa
Excel, or if the workbook was saved in Excel Excel, or if the workbook was saved in Excel version of Exce
2003 or earlier, the slicer cannot be used. 2003 or earlier, the slicer cannot be used. saved in Excel
cannot be used
This shape repr
supported in Ex

If the shape wa
version of Exce
saved in Excel
cannot be used

Data Data
Category Sum - Sales Sum - Sales Product Name Sum - Sale Sum - Sales
Beverages $22,636.00 43.48% Beer $6,818.00 15.89%
Jams, Preserves $5,740.00 11.03% Boysenberry Spread $2,500.00 5.83%
Dried Fruit & Nuts $3,712.50 7.13% Chocolate $2,550.00 5.94%
Dairy Products $3,132.00 6.02% Clam Chowder $2,798.50 6.52%
Soups $2,798.50 5.38% Coffee ### 34.84%
Sauces $2,600.00 4.99% Crab Meat $2,208.00 5.14%
Candy $2,550.00 4.90% Curry Sauce $2,600.00 6.06%
Canned Meat $2,208.00 4.24% Dried Apples $2,120.00 4.94%
Pasta $1,950.00 3.75% Marmalade $3,240.00 7.55%
Canned Fruit & Vegetables $1,560.00 3.00% Mozzarella $3,132.00 7.30%
Condiments $1,380.00 2.65% Total Result ### 100.00%
Baked Goods & Mixes $982.00 1.89%
Oil $533.75 1.03%
Grains $280.00 0.54%
Total Result $52,062.75 100.00%

C ategor y Pr oduct
$12 1200.00% $12 1200.00%

$10 1000.00% $10 1000.00%

$8 800.00% $8 800.00%

$6 600.00% $6 600.00%

$4 400.00% $4 400.00%

$2 200.00% $2 200.00%

$0 0.00% $0 0.00%
$2 200.00%

$0 0.00%
This shape represents a slicer. Slicers are
supported in Excel 2010 or later.
Timeline: Works in Excel or higher. Do not move or
If the shape was modified in an earlier resize.
version of Excel, or if the workbook was
saved in Excel 2003 or earlier, the slicer
cannot be used.
This shape represents a slicer. Slicers are
supported in Excel 2010 or later.

If the shape was modified in an earlier

version of Excel, or if the workbook was
saved in Excel 2003 or earlier, the slicer
cannot be used.

Data Data
Customer Name Sum - Sale Sum - Sales Employee Sum - Sale Sum - Sales
Company A $736.00 1.41% Andrew Cencini $2,617.50 5.03%
Company AA $1,505.00 2.89% Anne Hellung-Larsen ### 38.37%
Company BB ### 29.64% Jan Kotas $5,787.50 11.12%
Company C $2,550.00 4.90% Laura Giussani $680.00 1.31%
Company CC $2,905.50 5.58% Mariya Sergienko $6,278.00 12.06%
Company D $4,569.00 8.78% Michael Neipper $6,378.00 12.25%
Company F $8,007.50 15.38% Nancy Freehafer $6,561.00 12.60%
Company H $4,683.00 8.99% Robert Zare $3,786.50 7.27%
Company I $3,786.50 7.27% Total Result ### 100.00%
Company J $1,412.50 2.71%
Company K $800.00 1.54%
Company L $1,190.00 2.29%
Company Y $860.00 1.65%
Company Z $3,625.25 6.96%
Total Result ### 100.00%

Com pany Sales R ep

$12 1200.00% $12 1200.00%

$10 1000.00% $10 1000.00%

$8 800.00% $8 800.00%

$6 600.00% $6 600.00%

$4 400.00% $4 400.00%

$2 200.00% $2 200.00%

$0 0.00% $0 0.00%
$2 200.00%

$0 0.00%
 6 Add Slicers & Timeline
move or

• Temporarily increase row 1's height

• Select any PivotTable and go to PivotTable Tools >

Analyze > Filter > Insert Slicer, then check Category,
Product, Company and Employee.

• 4 Slicers will be placed on the worksheet, so you'll

need to arrange them as you see fit. If you click on
each Slicer you can go to Slicer Tools > Options and
change the Style, how many columns are displayed,
Sum - Sales
etc. You can also align the Slicers to each other.

• Slicer Connections - The Slicers will only be

connected to the PivotTable you used to create them,
so you need to select each Slicer then go to Slicer
Tools > Options > Report Connections and check
which PivotTables you want connected to each. Slicers
and Timelines can control PivotTables on any
worksheet.

• Select any PivotTable and go to PivotTable Tools >

Analyze > Filter > Insert Timeline > select Order Date.

• Select the Timeline and place it wherever you want

it, then go to Timeline Tools > Options > Report
Connections and check each PivotTable you want to
connect.

1200.00% • Final adjustments - Now you can make any final

adjustments, like turning off Gridlines and Headings
1000.00%
(see the View tab), adding a report title and moving
800.00% things around so they fit your needs.
600.00% NEXT >
400.00%

200.00%

0.00%
200.00%

0.00%
 Northwind Trad
This chart isn't available in your version of Excel. Top Sales Rep

Editing this shape or saving this workbook into a different file Anne Hellung-Larsen
format will permanently break the chart.
$19,974

This shape represents a slicer. Slicers are suppo

Excel 2010 or later.

If the shape was modified in an earlier version

Excel, or if the workbook was saved in Excel 2
earlier, the slicer cannot be used.

Category Activity by Month Top 10 Product Activity by Month

Category | Total Data
Sales | % of Total Product | Total Sales | % of Total
Category Sum - Sales Sum - Sales Product Name
Beverages $22,636.00 43.48% Coffee
Jams, Preserves $5,740.00 11.03% Beer
Dried Fruit & Nuts $3,712.50 7.13% Marmalade
Dairy Products $3,132.00 6.02% Mozzarella
Soups $2,798.50 5.38% Clam Chowder
Sauces $2,600.00 4.99% Curry Sauce
Candy $2,550.00 4.90% Chocolate
Canned Meat $2,208.00 4.24% Boysenberry Spread
Pasta $1,950.00 3.75% Crab Meat
Canned Fruit & Vegetables $1,560.00 3.00% Dried Apples
Condiments $1,380.00 2.65% Total Result
Baked Goods & Mixes $982.00 1.89%
Oil $533.75 1.03%
Grains $280.00 0.54%

Total Result $52,062.75 100.00%

Categor y A cti vity Pr oduct A cti vity

$12 1200.0% $12 12

$10 1000.0% $10 10

$8 800.0% $8 80

$6 600.0% $6 60

$4 400.0% $4 40
$12 1200.0% $12 12

$10 1000.0% $10 10

$8 800.0% $8 80

$6 600.0% $6 60

$4 400.0% $4 40

$2 200.0% $2 20

$0 0.0% $0 0.
 Northwind Traders Monthly Performance
s Rep YTD Sales This shape represents a slicer. Slicers are supported in This shape represents a slicer. S
Excel 2010 or later. Employee Sum - Sales Excel 2010 or later.
YTD Total $52,063 Anne Hellung$19,974.25
If the shape was modified in an earlier version of Excel, If the shape was modified in an
Goal $56,711 or if the workbook was saved in Excel 2003 or earlier, or if the workbook was saved in
92% the slicer cannot be used. the slicer cannot be used.

presents a slicer. Slicers are supported in This shape represents a slicer. Slicers are supported in This shape represents a slicer. S
r later. Excel 2010 or later. Excel 2010 or later.

was modified in an earlier version of If the shape was modified in an earlier version of Excel, If the shape was modified in an
he workbook was saved in Excel 2003 or or if the workbook was saved in Excel 2003 or earlier, or if the workbook was saved in
icer cannot be used. the slicer cannot be used. the slicer cannot be used.

Product Activity by Month Customer Activity by Month Sales Rep Activity

Data
t | Total Sales | % of Total Customer | TotalData
Sales | % of Total Sales Rep| Total Sales
Sum - Sales Sum - Sales Customer Name Sum - Sales Sum - Sales
$14,950.00 34.84% Company BB $15,432.50 29.64%
$6,818.00 15.89% Company F $8,007.50 15.38%
$3,240.00 7.55% Company H $4,683.00 8.99%
$3,132.00 7.30% Company D $4,569.00 8.78%
$2,798.50 6.52% Company I $3,786.50 7.27%
$2,600.00 6.06% Company Z $3,625.25 6.96%
$2,550.00 5.94% Company CC $2,905.50 5.58%
$2,500.00 5.83% Company C $2,550.00 4.90%
$2,208.00 5.14% Company AA $1,505.00 2.89%
$2,120.00 4.94% Company J $1,412.50 2.71%
$42,916.50 100.00% Company L $1,190.00 2.29%
Company Y $860.00 1.65%
Company K $800.00 1.54%
Company A $736.00 1.41%

Total Result $52,062.75 100.00%

duct A cti vity Cus tom er A cti vity Sales R ep

1200.0% $12 1200.0% $12

1000.0% $10 1000.0% $10

800.0% $8 800.0% $8

600.0% $6 600.0% $6

400.0% $4 400.0% $4
1200.0% $12 1200.0% $12

1000.0% $10 1000.0% $10

800.0% $8 800.0% $8

600.0% $6 600.0% $6

400.0% $4 400.0% $4

200.0% $2 200.0% $2

0.0% $0 0.0% $0
 This shape represents a slicer. Slicers are supported in
Excel 2010 or later.
If the shape was modified in an earlier version of Excel,
or if the workbook was saved in Excel 2003 or earlier,
the slicer cannot be used.
This shape represents a slicer. Slicers are supported in
Excel 2010 or later.
If the shape was modified in an earlier version of Excel,
or if the workbook was saved in Excel 2003 or earlier,
the slicer cannot be used.
6 Tips & Tricks
• You can use formulas in Dashboards as w
PivotTables, Charts, Sparklines, Conditional
etc. In fact, the Top Sales Rep section to th
formulas linked to a PivotTable that's hidde
Category Slicer.
• You can use Shapes to highlight certain s
borders surrounding these PivotTables are
rounded rectangle shapes. If you move the
the full PivotTables beneath.

• We took advantage of a Map Chart here

space. Note that it won't update with the S
Sales Rep Activity by Month
Data
Sales Rep| Total Sales | % of Total
Employee Sum - Sales Sum - Sales • You can create PivotTables on separate w
Anne Hellung-Larsen $19,974.25 38.37% only display their related PivotCharts. Whe
Nancy Freehafer $6,561.00 12.60% Slicers, they will update the PivotTables, wh
Michael Neipper $6,378.00 12.25% update the PivotCharts.
Mariya Sergienko $6,278.00 12.06%
Jan Kotas $5,787.50 11.12% • You can hide any worksheets that suppor
Robert Zare $3,786.50 7.27% dashboard if you don't want users to see th
Andrew Cencini $2,617.50 5.03% data and PivotTables. Right-click on a work
Laura Giussani $680.00 1.31% select Hide. For instance, the Top 10, Mont
Total Result $52,062.75 100.00% Sales Goals worksheets could be hidden.

• See the links below for additional tools yo

with your dashboard.

Links and other resources

Create a PivotTable
Sales R ep A cti vity Conditional Formatting
$12 1200.0% Use Sparklines to show data trends
$10 1000.0%
Slicers
Timeline
$8 800.0%

$6 600.0%

$4 400.0%
$12 1200.0%

$10 1000.0%

$8 800.0%
Charts
$6 600.0% Map Charts
$4 400.0%

$2 200.0%

$0 0.0%
 Tips & Tricks
mulas in Dashboards as well as
ts, Sparklines, Conditional Formatting,
op Sales Rep section to the left has
o a PivotTable that's hidden behind the

apes to highlight certain sections. The

ding these PivotTables are actually
e shapes. If you move them, you'll see
es beneath.

tage of a Map Chart here to fill white

it won't update with the Slicers.

PivotTables on separate worksheets and

related PivotCharts. When you use
update the PivotTables, which will in turn
Charts.

ny worksheets that support your

don't want users to see the underlying
bles. Right-click on a worksheet tab and
nstance, the Top 10, Monthly Sales and
sheets could be hidden.

low for additional tools you can use

oard.

er resources

show data trends

 Top 10 Sales Me
Data Data
Category Sum - Sales Sum - Sales Product Name Sum - Sales
Beverages $22,636.00 46.30% Coffee $14,950.00
Candy $2,550.00 5.22% Beer $6,818.00
Canned Fruit & Vegetables $1,560.00 3.19% Marmalade $3,240.00
Canned Meat $2,208.00 4.52% Mozzarella $3,132.00
Dairy Products $3,132.00 6.41% Clam Chowder $2,798.50
Dried Fruit & Nuts $3,712.50 7.59% Curry Sauce $2,600.00
Jams, Preserves $5,740.00 11.74% Chocolate $2,550.00
Pasta $1,950.00 3.99% Boysenberry Spread $2,500.00
Sauces $2,600.00 5.32% Crab Meat $2,208.00
Soups $2,798.50 5.72% Dried Apples $2,120.00
Total Result $48,887.00 100.00% Total Result $42,916.50

Top 10 Categor ies Top 10 Pr oducts

$12 1200.0% $12 1200.0%

$10 1000.0% $10 1000.0%

$8 800.0% $8 800.0%

$6 600.0% $6 600.0%

$4 400.0% $4 400.0%

$2 200.0% $2 200.0%

$0 0.0% $0 0.0%
 Top 10 Sales Metrics
Data
Sum - Sales Customer Name Sum - Sales Sum - Sales Employee
34.84% Company BB $15,432.50 31.83% Anne Hellung-Larsen
15.89% Company F $8,007.50 16.52% Nancy Freehafer
7.55% Company H $4,683.00 9.66% Michael Neipper
7.30% Company D $4,569.00 9.43% Mariya Sergienko
6.52% Company I $3,786.50 7.81% Jan Kotas
6.06% Company Z $3,625.25 7.48% Robert Zare
5.94% Company CC $2,905.50 5.99% Andrew Cencini
5.83% Company C $2,550.00 5.26% Laura Giussani
5.14% Company AA $1,505.00 3.10% Total Result
4.94% Company J $1,412.50 2.91%
100.00% Total Result $48,476.75 100.00%

oducts Top 10 Cus tom er s Top Sales R eps

1200.0% $12 1200.0% $12 1200.0

1000.0% $10 1000.0% $10 1000.0

800.0% $8 800.0% $8 800.0%

600.0% $6 600.0% $6 600.0%

400.0% $4 400.0% $4 400.0%

200.0% $2 200.0% $2 200.0%

0.0% $0 0.0% $0 0.0%

 Data This shape represents a slicer. Slicers
Sum - Sales Sum - Sales are supported in Excel 2010 or later.
$19,974.25 38.37%
$6,561.00 12.60% If the shape was modified in an earlier
version of Excel, or if the workbook
$6,378.00 12.25%
was saved in Excel 2003 or earlier, the
$6,278.00 12.06% slicer cannot be used.
$5,787.50 11.12%
$3,786.50 7.27%
$2,617.50 5.03%
$680.00 1.31%
$52,062.75 100.00%

p Sales R eps
1200.0%

1000.0%

800.0%

600.0%

400.0%

200.0%

0.0%
 Monthly Sales D
Category Product Name Jan Feb Mar
Baked Goods & Mixes Chocolate Biscuits Mix $276.00 $184.00 $92.00
Scones
Baked Goods & Mixes Result $276.00 $184.00 $92.00
Beverages Coffee $920.00 $13,800.00
Beer $1,400.00
Green Tea $598.00
Chai $270.00
Beverages Result $2,590.00 $14,398.00
Candy Chocolate $127.50 $1,275.00
Candy Result $127.50 $1,275.00
Canned Fruit & Vegetables Fruit Cocktail
Canned Fruit & Vegetables Result
Canned Meat Crab Meat
Canned Meat Result
Condiments Cajun Seasoning $220.00
Syrup
Condiments Result $220.00
Dairy Products Mozzarella
Dairy Products Result
Dried Fruit & Nuts Dried Apples $530.00
Dried Pears $300.00
Almonds
Dried Plums $140.00
Dried Fruit & Nuts Result $970.00
Grains Long Grain Rice
Grains Result
Jams, Preserves Marmalade
Boysenberry Spread $250.00
Jams, Preserves Result $250.00
Oil Olive Oil
Oil Result
Pasta Ravioli
Pasta Result
Sauces Curry Sauce $680.00
Sauces Result $680.00
Soups Clam Chowder $1,930.00
Soups Result $1,930.00
Total Result $3,836.00 $2,241.50 $16,915.00

Sum - Sales Order Date

Employee Customer Name Jan Feb Mar
Andrew Cencini Company F
Andrew Cencini Result
Anne Hellung-Larsen Company AA $1,505.00
Company BB $13,800.00
Company D $184.00
Company Y
Company Z
Anne Hellung-Larsen Result $1,505.00 $184.00 $13,800.00
Jan Kotas Company CC $127.50
Company D $865.00
Company H $1,275.00
Jan Kotas Result $865.00 $127.50 $1,275.00
Laura Giussani Company F $680.00
Laura Giussani Result $680.00
Mariya Sergienko Company C $1,930.00
Company H
Company J $598.00
Company L $1,190.00
Mariya Sergienko Result $1,190.00 $1,930.00 $598.00
Michael Neipper Company F
Company H $276.00
Michael Neipper Result $276.00
Nancy Freehafer Company A
Company BB
Company CC
Company J $562.00
Company K
Nancy Freehafer Result $562.00
Robert Zare Company I
Robert Zare Result
Total Result $3,836.00 $2,241.50 $16,915.00
Monthly Sales Detail
Apr May Jun Jul Aug Sep Oct Nov
$230.00
$200.00
$430.00
$230.00
$5,418.00

$5,418.00 $230.00
$127.50 $1,020.00
$127.50 $1,020.00
$1,560.00
$1,560.00
$1,472.00 $736.00
$1,472.00 $736.00
$660.00
$500.00
$500.00 $660.00
$3,132.00
$3,132.00
$1,590.00
$900.00
$200.00
$52.50
$252.50 $2,490.00
$280.00
$280.00
$3,240.00
$2,250.00
$3,240.00 $2,250.00
$533.75
$533.75
$1,950.00
$1,950.00
$1,120.00 $800.00
$1,120.00 $800.00
$772.00 $96.50
$772.00 $96.50
$18,975.25 $1,788.50 $8,306.50

Apr May Jun Jul Aug Sep Oct Nov

$127.50 $2,490.00
 $127.50 $2,490.00

$200.00 $660.00
$1,375.25 $2,250.00
$1,575.25 $2,910.00

$3,520.00

$3,520.00

$620.00
$1,230.00 $510.00
$200.00

$1,850.00 $200.00 $510.00

$4,200.00 $510.00
$1,392.00
$5,592.00 $510.00
$736.00
$1,402.50 $230.00
$1,218.00 $1,560.00
$52.50
$800.00
$2,620.50 $1,588.50 $1,790.00
$3,690.00 $96.50
$3,690.00 $96.50
$18,975.25 $1,788.50 $8,306.50
Dec <01/15/2015 >06/24/2015 Total Result YTD Sales
$782.00 YTD Sales $52,063
$200.00 YTD Goal $56,711
$982.00 % to Goal 92%
$14,950.00
$6,818.00
$598.00
$270.00
$22,636.00
$2,550.00
$2,550.00
$1,560.00
$1,560.00
$2,208.00
$2,208.00
$880.00
$500.00
$1,380.00
$3,132.00
$3,132.00
$2,120.00
$1,200.00
$200.00
$192.50
$3,712.50
$280.00
$280.00
$3,240.00
$2,500.00
$5,740.00
$533.75
$533.75
$1,950.00
$1,950.00
$2,600.00
$2,600.00
$2,798.50
$2,798.50
$52,062.75

Dec <01/15/2015 >06/24/2015 Total Result

$2,617.50
 $2,617.50
$1,505.00
$13,800.00
$184.00
$860.00
$3,625.25
$19,974.25
$127.50
$4,385.00
$1,275.00
$5,787.50
$680.00
$680.00
$2,550.00
$1,740.00
$798.00
$1,190.00
$6,278.00
$4,710.00
$1,668.00
$6,378.00
$736.00
$1,632.50
$2,778.00
$614.50
$800.00
$6,561.00
$3,786.50
$3,786.50
$52,062.75
 Sales Goals
Sales Representative Sales Goal % of Total Monthly Goal YTD Goal
Anne Hellung-Larsen $5,750 5.1% $479 $2,875
Nancy Freehafer $9,982 8.8% $832 $4,991
Michael Neipper $24,924 22.0% $2,077 $12,462
Mariya Sergienko $13,981 12.3% $1,165 $6,991
Jan Kotas $16,381 14.4% $1,365 $8,191
Robert Zare $10,375 9.1% $865 $5,188
Andrew Cencini $23,177 20.4% $1,931 $11,589
Laura Giussani $8,852 7.8% $738 $4,426
Total $113,422 100.0% $9,452 $56,711
$52,063 100.0%