Ishan's Budget

Expenses (First week of June 2018)

Working or non-working day Category Amount ($)
Non-working day Food 15.00
Non-working day Drinks 2.00
Working day Transport 3.00
Working day Entertainment 10.00
Working day Transport 2.00
Working day Entertainment 7.00
Working day Drinks 17.00
Working day Transport 3.00
Non-working day Food 18.00
Non-working day Transport 6.00
18)
Essential?
Mini Challenge: Pivot Tables
Yes
No Inspired by Alia's meticulousness, Ishan started a habit of recording his expenses on Excel e
No week. For the first week of June 2018, Ishan wants to do something differently - he wants t
Yes able to visualise how much he's spending in each expense category, so that he knows wher
Yes afford to splurge a little more and where he has to exercise more prudence in the future. H
Yes Ishan visualise his spending with the help of Pivot Table using the following rules:
No
No 1. Duplicate this worksheet, rename it with your name & delete this instructions text box.
No
Yes Using a Pivot Table, generate a report on a separate worksheet in this workbook according
following rules:

2. Generate a Pivot Table with 'Working or non-working day' in the Rows area, 'Category' in
Columns area, and 'Amount ($)' in the Values area
3. Use AutoFit and Formatting options to properly format the numerical values to the form
4. Sort the Column labels alphabetically from Z to A
5. Add a new Calculated Item named 'Food & Drinks' which adds the two Items 'Food' and
together
6. Under the Design tab in the Ribbon, in the Layout section, select 'Grand Totals' and then
'On for Columns Only'.
7. Add 'Essential?' in the Filters area
8. Create Report Filter Pages for both the 'Yes' and 'No' options of the 'Essentials?' filter
9. On the main Pivot Table worksheet, generated in 1., create a Slicer menu for 'Category'

10. Compare your answers with the solution worksheet (2nd, 3rd and 4th worksheet tabs
file).
his expenses on Excel every
differently - he wants to be
so that he knows where he can
udence in the future. Help
llowing rules:

s instructions text box.

his workbook according to the

Rows area, 'Category' in the

rical values to the form $XX.XX

e two Items 'Food' and 'Drinks'

'Grand Totals' and then select

he 'Essentials?' filter
er menu for 'Category'

and 4th worksheet tabs in the

Essential? - all -

Sum - Amount ($) Category

Working or non-working dayTransport Food EntertainmentDrinks
Non-working day 6 33 2
Working day 8 17 17
Total Result 14 33 17 19

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.
Mini Challenge: Pivot Tables
Solution
Inspired by Alia's meticulousness, Ishan sta
every week. For the first week of June 2018
wants to be able to visualise how much he
knows where he can afford to splurge a litt
prudence in the future. Help Ishan visualise
the following rules:
1. Duplicate this worksheet, rename it with
Using a Pivot Table, generate a report on a
the following rules:
2. Generate a Pivot Table with 'Working or
the Columns area, and 'Amount ($)' in the
3. Use AutoFit and Formatting options to p
$XX.XX
4. Sort the Column labels alphabetically fro
5. Add a new Calculated Item named 'Food
'Drinks' together
6. Under the Design tab in the Ribbon, in th
select 'On for Columns Only'.
7. Add 'Essential?' in the Filters area
8. Create Report Filter Pages for both the 'Y
9. On the main Pivot Table worksheet, gen
10. Compare your answers with the soluti
the file).
10. Compare your answers with the soluti
the file).
 vot Tables

meticulousness, Ishan started a habit of recording his expenses on Excel

e first week of June 2018, Ishan wants to do something differently - he
o visualise how much he's spending in each expense category, so that he
n afford to splurge a little more and where he has to exercise more
ture. Help Ishan visualise his spending with the help of Pivot Table using
:

orksheet, rename it with your name & delete this instructions text box.

, generate a report on a separate worksheet in this workbook according to

:

Table with 'Working or non-working day' in the Rows area, 'Category' in

and 'Amount ($)' in the Values area
Formatting options to properly format the numerical values to the form

labels alphabetically from Z to A

lated Item named 'Food & Drinks' which adds the two Items 'Food' and

n tab in the Ribbon, in the Layout section, select 'Grand Totals' and then
mns Only'.
n the Filters area
ter Pages for both the 'Yes' and 'No' options of the 'Essentials?' filter
ot Table worksheet, generated in 1., create a Slicer menu for 'Category'

answers with the solution worksheet (2nd, 3rd and 4th worksheet tabs in
answers with the solution worksheet (2nd, 3rd and 4th worksheet tabs in
Essential? No

Sum - Amount ($) Category

Working or non-workiTransport Food Drinks
Non-working day 18 2
Working day 6 17
Total Result 6 18 19
Essential? Yes

Sum - Amount ($) Category

Working or non-workiTransport Food Entertainment
Non-working day 6 15
Working day 2 17
Total Result 8 15 17