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Sample Product Reports Workbook How To

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, Category Sales!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.

Category Sales lists the total sales for each product category.

Product Sales adds more detail: the total sales for each product, organized by category.

Top 3 Products identifies the three best-selling products within each category.

All Quarters breaks out the sales for each product and category by quarter.

Q1 & Q2 compares the sales for the first and second quarter.

Multiple Subtotals calculates additional summaries: the average, largest, and smallest sales for each category.

Average Sales provides the average sales amount for each product.

Chart contains a PivotChart report that represents the quarterly sales for each product category 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
Sample Products Reports Workbook Source Data

Category Product Sales Quarter


Beverages Chai $705.60 Qtr 1
Beverages Chai $878.40 Qtr 2 Source data for PivotTable reports
Beverages Chai $1,174.50 Qtr 3
Beverages Chai $2,128.50 Qtr 4 The data to the left was used to create the reports in this
Beverages Chang $2,720.80 Qtr 1 workbook. If you scan through this source data, you'll notice that
Beverages Chang $228.00 Qtr 2 it's difficult to see the trends and results, even if you sort or filter
Beverages Chang $2,061.50 Qtr 3 the data. There are just too many records to analyze at a glance.
Beverages Chang $2,028.25 Qtr 4
Compared with the large databases your company may have
Beverages Chartreuse verte $590.40 Qtr 1
available, or you may have found on the Internet, this 287-row list
Beverages Chartreuse verte $360.00 Qtr 2 is fairly short and simple. Excel can retrieve much larger amounts
Beverages Chartreuse verte $1,100.70 Qtr 3 of data than this, and PivotTable reports are one of the best Excel
Beverages Chartreuse verte $2,424.60 Qtr 4 tools for extracting the significance from a large, detailed data
Beverages Côte de Blaye $25,127.36 Qtr 1 set.
Beverages Côte de Blaye $12,806.10 Qtr 2
Beverages Côte de Blaye $7,312.12 Qtr 3 The data is organized in list format, similar to how a query returns
Beverages Côte de Blaye $1,317.50 Qtr 4 database records: each column contains similar data, the columns
Beverages Guaraná Fantástica $529.20 Qtr 1 have headings in the first row, and the list isn't interrupted by any
Beverages Guaraná Fantástica $467.55 Qtr 2 blank rows or columns (although blank cells within the data are
Beverages Guaraná Fantástica $219.37 Qtr 3 OK).
Beverages Guaraná Fantástica $337.50 Qtr 4
To see how PivotTable reports can summarize this data in a flash,
Beverages Ipoh Coffee $1,398.40 Qtr 1 view the sheets in this workbook in sequence from left to right.
Beverages Ipoh Coffee $4,496.50 Qtr 2
Beverages Ipoh Coffee $1,196.00 Qtr 3
Beverages Ipoh Coffee $3,979.00 Qtr 4
Beverages Lakkalikööri $1,141.92 Qtr 1
Beverages Lakkalikööri $1,774.08 Qtr 2
Beverages Lakkalikööri $3,261.60 Qtr 3
Beverages Lakkalikööri $1,705.50 Qtr 4
Beverages Laughing Lumberjack Lager $518.00 Qtr 2
Beverages Laughing Lumberjack Lager $350.00 Qtr 3
Beverages Laughing Lumberjack Lager $42.00 Qtr 4
Beverages Outback Lager $1,508.40 Qtr 1
Beverages Outback Lager $384.00 Qtr 2
Beverages Outback Lager $1,252.50 Qtr 3
Beverages Outback Lager $2,683.50 Qtr 4
Beverages Rhönbräu Klosterbier $214.52 Qtr 1
Beverages Rhönbräu Klosterbier $1,508.92 Qtr 2
Beverages Rhönbräu Klosterbier $1,233.80 Qtr 3
Beverages Rhönbräu Klosterbier $1,233.80 Qtr 4
Beverages Sasquatch Ale $179.20 Qtr 1
Beverages Sasquatch Ale $1,037.40 Qtr 2
Beverages Sasquatch Ale $750.40 Qtr 4
Beverages Steeleye Stout $1,742.40 Qtr 1
Beverages Steeleye Stout $1,008.00 Qtr 2
Beverages Steeleye Stout $1,683.00 Qtr 3
Beverages Steeleye Stout $1,273.50 Qtr 4
Condiments Aniseed Syrup $544.00 Qtr 1
Condiments Aniseed Syrup $600.00 Qtr 2
Condiments Aniseed Syrup $140.00 Qtr 3
Condiments Aniseed Syrup $440.00 Qtr 4
Condiments Chef Anton's Cajun Seasoning $225.28 Qtr 1
Condiments Chef Anton's Cajun Seasoning $2,970.00 Qtr 2
Condiments Chef Anton's Cajun Seasoning $1,337.60 Qtr 3
Condiments Chef Anton's Cajun Seasoning $682.00 Qtr 4
Condiments Chef Anton's Gumbo Mix $288.22 Qtr 3
Condiments Chef Anton's Gumbo Mix $85.40 Qtr 4
Condiments Genen Shouyu $176.70 Qtr 2
Condiments Genen Shouyu $1,298.12 Qtr 3
Condiments Grandma's Boysenberry Spread $1,750.00 Qtr 3
Condiments Grandma's Boysenberry Spread $750.00 Qtr 4
Condiments Gula Malacca $1,994.85 Qtr 1
Condiments Gula Malacca $1,753.62 Qtr 2
Condiments Gula Malacca $1,093.09 Qtr 3
Condiments Gula Malacca $1,701.87 Qtr 4
Condiments Louisiana Fiery Hot Pepper Sauce $1,347.36 Qtr 1
Condiments Louisiana Fiery Hot Pepper Sauce $2,150.77 Qtr 2
Condiments Louisiana Fiery Hot Pepper Sauce $1,975.54 Qtr 3
Condiments Louisiana Fiery Hot Pepper Sauce $3,857.41 Qtr 4

Page 2
Sample Products Reports Workbook Source Data

Category Product Sales Quarter


Condiments Louisiana Hot Spiced Okra $816.00 Qtr 1
Condiments Louisiana Hot Spiced Okra $1,224.00 Qtr 2
Condiments Louisiana Hot Spiced Okra $918.00 Qtr 4
Condiments Northwoods Cranberry Sauce $1,300.00 Qtr 2
Condiments Northwoods Cranberry Sauce $2,960.00 Qtr 4
Condiments Original Frankfurter grüne Soße $1,112.80 Qtr 1
Condiments Original Frankfurter grüne Soße $1,027.78 Qtr 2
Condiments Original Frankfurter grüne Soße $2,255.50 Qtr 3
Condiments Original Frankfurter grüne Soße $510.90 Qtr 4
Condiments Sirop d'érable $2,679.00 Qtr 1
Condiments Sirop d'érable $1,881.00 Qtr 2
Condiments Sirop d'érable $3,021.00 Qtr 3
Condiments Sirop d'érable $1,510.50 Qtr 4
Condiments Vegie-spread $3,202.87 Qtr 1
Condiments Vegie-spread $263.40 Qtr 2
Condiments Vegie-spread $842.88 Qtr 3
Condiments Vegie-spread $2,590.10 Qtr 4
Confections Chocolade $744.60 Qtr 1
Confections Chocolade $162.56 Qtr 2
Confections Chocolade $68.85 Qtr 3
Confections Chocolade $306.00 Qtr 4
Confections Gumbär Gummibärchen $5,079.60 Qtr 1
Confections Gumbär Gummibärchen $1,249.20 Qtr 2
Confections Gumbär Gummibärchen $2,061.17 Qtr 3
Confections Gumbär Gummibärchen $2,835.68 Qtr 4
Confections Maxilaku $1,605.60 Qtr 1
Confections Maxilaku $620.00 Qtr 2
Confections Maxilaku $835.00 Qtr 3
Confections NuNuCa Nuß-Nougat-Creme $193.20 Qtr 1
Confections NuNuCa Nuß-Nougat-Creme $865.20 Qtr 2
Confections NuNuCa Nuß-Nougat-Creme $493.50 Qtr 4
Confections Pavlova $1,685.36 Qtr 1
Confections Pavlova $2,646.08 Qtr 2
Confections Pavlova $1,849.70 Qtr 3
Confections Pavlova $999.01 Qtr 4
Confections Schoggi Schokolade $1,755.00 Qtr 1
Confections Schoggi Schokolade $5,268.00 Qtr 2
Confections Schoggi Schokolade $2,195.00 Qtr 3
Confections Schoggi Schokolade $1,756.00 Qtr 4
Confections Scottish Longbreads $1,267.50 Qtr 1
Confections Scottish Longbreads $1,062.50 Qtr 2
Confections Scottish Longbreads $492.50 Qtr 3
Confections Scottish Longbreads $1,935.00 Qtr 4
Confections Sir Rodney's Marmalade $4,252.50 Qtr 2
Confections Sir Rodney's Marmalade $1,360.80 Qtr 3
Confections Sir Rodney's Marmalade $1,701.00 Qtr 4
Confections Sir Rodney's Scones $1,418.00 Qtr 1
Confections Sir Rodney's Scones $756.00 Qtr 2
Confections Sir Rodney's Scones $1,733.00 Qtr 3
Confections Sir Rodney's Scones $1,434.00 Qtr 4
Confections Tarte au sucre $4,728.00 Qtr 1
Confections Tarte au sucre $4,547.92 Qtr 2
Confections Tarte au sucre $5,472.30 Qtr 3
Confections Tarte au sucre $6,014.60 Qtr 4
Confections Teatime Chocolate Biscuits $943.89 Qtr 1
Confections Teatime Chocolate Biscuits $349.60 Qtr 2
Confections Teatime Chocolate Biscuits $841.80 Qtr 3
Confections Teatime Chocolate Biscuits $204.70 Qtr 4
Confections Valkoinen suklaa $845.00 Qtr 1
Confections Valkoinen suklaa $385.94 Qtr 3
Confections Valkoinen suklaa $942.50 Qtr 4
Confections Zaanse koeken $817.00 Qtr 1
Confections Zaanse koeken $285.95 Qtr 2
Confections Zaanse koeken $668.80 Qtr 3
Confections Zaanse koeken $1,159.00 Qtr 4
Dairy Products Camembert Pierrot $3,329.28 Qtr 1
Dairy Products Camembert Pierrot $3,989.90 Qtr 2
Dairy Products Camembert Pierrot $10,273.10 Qtr 3

Page 3
Sample Products Reports Workbook Source Data

Category Product Sales Quarter


Dairy Products Camembert Pierrot $3,060.00 Qtr 4
Dairy Products Fløtemysost $4,454.80 Qtr 1
Dairy Products Fløtemysost $174.15 Qtr 2
Dairy Products Fløtemysost $2,541.29 Qtr 3
Dairy Products Fløtemysost $2,472.50 Qtr 4
Dairy Products Geitost $294.00 Qtr 1
Dairy Products Geitost $242.50 Qtr 2
Dairy Products Geitost $99.50 Qtr 3
Dairy Products Geitost $150.00 Qtr 4
Dairy Products Gorgonzola Telino $487.00 Qtr 1
Dairy Products Gorgonzola Telino $2,993.12 Qtr 2
Dairy Products Gorgonzola Telino $1,458.75 Qtr 3
Dairy Products Gorgonzola Telino $2,681.87 Qtr 4
Dairy Products Gudbrandsdalsost $2,649.60 Qtr 1
Dairy Products Gudbrandsdalsost $1,267.20 Qtr 2
Dairy Products Gudbrandsdalsost $4,473.00 Qtr 3
Dairy Products Gudbrandsdalsost $5,652.00 Qtr 4
Dairy Products Mascarpone Fabioli $2,220.80 Qtr 2
Dairy Products Mascarpone Fabioli $448.00 Qtr 4
Dairy Products Mozzarella di Giovanni $1,973.80 Qtr 1
Dairy Products Mozzarella di Giovanni $4,488.20 Qtr 2
Dairy Products Mozzarella di Giovanni $3,027.60 Qtr 3
Dairy Products Mozzarella di Giovanni $2,349.00 Qtr 4
Dairy Products Queso Cabrales $1,357.44 Qtr 1
Dairy Products Queso Cabrales $3,029.25 Qtr 2
Dairy Products Queso Cabrales $504.00 Qtr 3
Dairy Products Queso Cabrales $656.25 Qtr 4
Dairy Products Queso Manchego La Pastora $456.00 Qtr 1
Dairy Products Queso Manchego La Pastora $1,396.50 Qtr 2
Dairy Products Queso Manchego La Pastora $1,162.80 Qtr 3
Dairy Products Queso Manchego La Pastora $5,320.00 Qtr 4
Dairy Products Raclette Courdavault $9,116.80 Qtr 1
Dairy Products Raclette Courdavault $7,452.50 Qtr 2
Dairy Products Raclette Courdavault $5,087.50 Qtr 3
Dairy Products Raclette Courdavault $11,959.75 Qtr 4
Grains/Cereals Filo Mix $187.60 Qtr 1
Grains/Cereals Filo Mix $742.00 Qtr 2
Grains/Cereals Filo Mix $226.80 Qtr 3
Grains/Cereals Filo Mix $911.75 Qtr 4
Grains/Cereals Gnocchi di nonna Alice $6,931.20 Qtr 1
Grains/Cereals Gnocchi di nonna Alice $9,868.60 Qtr 2
Grains/Cereals Gnocchi di nonna Alice $6,771.60 Qtr 3
Grains/Cereals Gnocchi di nonna Alice $9,032.60 Qtr 4
Grains/Cereals Gustaf's Knäckebröd $201.60 Qtr 1
Grains/Cereals Gustaf's Knäckebröd $504.00 Qtr 2
Grains/Cereals Gustaf's Knäckebröd $3,318.00 Qtr 3
Grains/Cereals Gustaf's Knäckebröd $210.00 Qtr 4
Grains/Cereals Ravioli Angelo $499.20 Qtr 1
Grains/Cereals Ravioli Angelo $87.75 Qtr 2
Grains/Cereals Ravioli Angelo $585.00 Qtr 3
Grains/Cereals Ravioli Angelo $984.75 Qtr 4
Grains/Cereals Singaporean Hokkien Fried Mee $985.60 Qtr 1
Grains/Cereals Singaporean Hokkien Fried Mee $912.80 Qtr 2
Grains/Cereals Singaporean Hokkien Fried Mee $2,307.20 Qtr 3
Grains/Cereals Singaporean Hokkien Fried Mee $978.60 Qtr 4
Grains/Cereals Tunnbröd $979.20 Qtr 1
Grains/Cereals Tunnbröd $778.50 Qtr 2
Grains/Cereals Tunnbröd $423.00 Qtr 3
Grains/Cereals Tunnbröd $396.00 Qtr 4
Grains/Cereals Wimmers gute Semmelknödel $2,912.70 Qtr 1
Grains/Cereals Wimmers gute Semmelknödel $1,735.65 Qtr 2
Grains/Cereals Wimmers gute Semmelknödel $1,679.12 Qtr 3
Grains/Cereals Wimmers gute Semmelknödel $798.00 Qtr 4
Meat/Poultry Alice Mutton $2,667.60 Qtr 1
Meat/Poultry Alice Mutton $4,013.10 Qtr 2
Meat/Poultry Alice Mutton $3,900.00 Qtr 3
Meat/Poultry Alice Mutton $6,000.15 Qtr 4
Meat/Poultry Mishi Kobe Niku $1,396.80 Qtr 1

Page 4
Sample Products Reports Workbook Source Data

Category Product Sales Quarter


Meat/Poultry Mishi Kobe Niku $1,319.20 Qtr 2
Meat/Poultry Mishi Kobe Niku $4,219.50 Qtr 4
Meat/Poultry Pâté chinois $5,710.08 Qtr 1
Meat/Poultry Pâté chinois $1,316.40 Qtr 2
Meat/Poultry Pâté chinois $864.00 Qtr 3
Meat/Poultry Pâté chinois $936.00 Qtr 4
Meat/Poultry Perth Pasties $5,154.85 Qtr 1
Meat/Poultry Perth Pasties $2,099.20 Qtr 2
Meat/Poultry Perth Pasties $1,500.60 Qtr 3
Meat/Poultry Perth Pasties $4,029.48 Qtr 4
Meat/Poultry Thüringer Rostbratwurst $5,702.40 Qtr 1
Meat/Poultry Thüringer Rostbratwurst $4,456.44 Qtr 2
Meat/Poultry Thüringer Rostbratwurst $8,912.88 Qtr 3
Meat/Poultry Thüringer Rostbratwurst $14,037.79 Qtr 4
Meat/Poultry Tourtière $966.42 Qtr 1
Meat/Poultry Tourtière $490.21 Qtr 2
Meat/Poultry Tourtière $666.03 Qtr 3
Meat/Poultry Tourtière $978.93 Qtr 4
Produce Longlife Tofu $360.00 Qtr 1
Produce Longlife Tofu $128.00 Qtr 2
Produce Longlife Tofu $400.00 Qtr 4
Produce Manjimup Dried Apples $1,411.92 Qtr 1
Produce Manjimup Dried Apples $8,384.60 Qtr 2
Produce Manjimup Dried Apples $1,855.00 Qtr 3
Produce Manjimup Dried Apples $11,898.50 Qtr 4
Produce Rössle Sauerkraut $4,105.92 Qtr 1
Produce Rössle Sauerkraut $3,310.56 Qtr 2
Produce Rössle Sauerkraut $1,881.00 Qtr 3
Produce Rössle Sauerkraut $3,556.80 Qtr 4
Produce Tofu $2,018.10 Qtr 1
Produce Tofu $2,185.50 Qtr 2
Produce Tofu $1,866.97 Qtr 3
Produce Tofu $470.81 Qtr 4
Produce Uncle Bob's Organic Dried Pears $1,084.80 Qtr 1
Produce Uncle Bob's Organic Dried Pears $1,575.00 Qtr 2
Produce Uncle Bob's Organic Dried Pears $2,700.00 Qtr 3
Produce Uncle Bob's Organic Dried Pears $3,826.50 Qtr 4
Seafood Boston Crab Meat $1,474.41 Qtr 1
Seafood Boston Crab Meat $2,272.00 Qtr 2
Seafood Boston Crab Meat $3,887.92 Qtr 3
Seafood Boston Crab Meat $2,162.00 Qtr 4
Seafood Carnarvon Tigers $1,500.00 Qtr 1
Seafood Carnarvon Tigers $2,362.50 Qtr 2
Seafood Carnarvon Tigers $7,100.00 Qtr 3
Seafood Carnarvon Tigers $4,987.50 Qtr 4
Seafood Escargots de Bourgogne $265.00 Qtr 2
Seafood Escargots de Bourgogne $1,393.90 Qtr 3
Seafood Escargots de Bourgogne $417.38 Qtr 4
Seafood Gravad lax $208.00 Qtr 1
Seafood Gravad lax $421.20 Qtr 2
Seafood Ikura $1,215.20 Qtr 1
Seafood Ikura $533.20 Qtr 2
Seafood Ikura $3,747.90 Qtr 3
Seafood Ikura $3,323.20 Qtr 4
Seafood Inlagd Sill $68.40 Qtr 1
Seafood Inlagd Sill $2,698.00 Qtr 2
Seafood Inlagd Sill $2,199.25 Qtr 3
Seafood Inlagd Sill $1,928.50 Qtr 4
Seafood Jack's New England Clam Chowder $385.00 Qtr 1
Seafood Jack's New England Clam Chowder $1,242.52 Qtr 2
Seafood Jack's New England Clam Chowder $468.51 Qtr 3
Seafood Jack's New England Clam Chowder $2,542.77 Qtr 4
Seafood Konbu $61.44 Qtr 1
Seafood Konbu $168.00 Qtr 2
Seafood Konbu $469.50 Qtr 3
Seafood Konbu $60.00 Qtr 4
Seafood Nord-Ost Matjeshering $1,308.24 Qtr 1
Seafood Nord-Ost Matjeshering $1,838.19 Qtr 2

Page 5
Sample Products Reports Workbook Source Data

Category Product Sales Quarter


Seafood Nord-Ost Matjeshering $815.54 Qtr 3
Seafood Nord-Ost Matjeshering $1,922.33 Qtr 4
Seafood Röd Kaviar $216.00 Qtr 1
Seafood Röd Kaviar $714.00 Qtr 2
Seafood Röd Kaviar $1,646.25 Qtr 3
Seafood Röd Kaviar $941.25 Qtr 4
Seafood Røgede sild $205.20 Qtr 1
Seafood Røgede sild $1,007.00 Qtr 2
Seafood Røgede sild $190.00 Qtr 3
Seafood Røgede sild $1,953.67 Qtr 4
Seafood Spegesild $803.52 Qtr 1
Seafood Spegesild $91.80 Qtr 2
Seafood Spegesild $1,504.80 Qtr 3
Seafood Spegesild $823.20 Qtr 4

Page 6
Sample Product Reports Workbook Category Sales

Category Sales
Beverages $102,074 A simple report: total sales for each category
Condiments $55,278
Confections $80,894 In a few steps, you can summarize the total sales by product category.
Dairy Products $114,750 Click a cell in the source data, click PivotTable and PivotChart
Grains/Cereals $55,949 Report on the Data menu, and click Finish. Drag the Category field
Meat/Poultry $81,338 from the PivotTable Field List window that appears to the row area (if
you're not sure how to do that, just click Row Area in the field list's
Produce $53,020
dropdown and then click Add To). Drag the Sales field to the data area,
Seafood $65,544
and you're done.
Grand Total $608,847
If you want to compare sales by quarters instead of by category, drag
the Category field out of the report and drag the Quarter field to the row
area instead.

In this report and others in this workbook, the cents are rounded up to
whole dollars. To do that for a field that includes cents, double-click the
field, click Number, click Currency, and enter zero in the Decimal
places field. The report also has the Report 5 format: click the Format
Report button on the PivotTable toolbar to apply this format.

Page 7
Sample Product Reports Workbook Product Sales

Category Product Sales


Beverages
Chai $4,887 Adding detail: sales by product and category
Chang $7,039
Chartreuse verte $4,476 In this report, the Product field was added as a second row
Côte de Blaye $46,563 field. Category is now an outer row field; Product is an inner
Ipoh Coffee $11,070 row field. You can now see at a glance which products are in
which categories and how much of each product was sold.
Lakkalikööri $7,883
Laughing Lumberjack Lager $910
It's easy to focus the report on areas of interest. For example,
Outback Lager $5,828 if you're analyzing the results for some categories and products
Rhönbräu Klosterbier $4,191 but not others, you can eliminate those figures from the report.
Sasquatch Ale $1,967 Click the arrow in the Category field, and clear the check boxes
Steeleye Stout $5,707 for some of the categories. Do the same for the Product field.
Beverages Total $100,521
You'll notice that the amounts for any categories you uncheck
Condiments are no longer included in the grand total, and the amounts for
Aniseed Syrup $1,724 any products you hide aren't included in the category subtotals.
Chef Anton's Cajun Seasoning $5,215
Chef Anton's Gumbo Mix $374
Genen Shouyu $1,475
Grandma's Boysenberry Spread $2,500
Gula Malacca $6,543
Louisiana Fiery Hot Pepper Sauce $9,331
Louisiana Hot Spiced Okra $2,958
Northwoods Cranberry Sauce $4,260
Original Frankfurter grüne Soße $4,907
Sirop d'érable $9,092
Vegie-spread $6,899
Condiments Total $55,278

Confections
Chocolade $1,282
Gumbär Gummibärchen $11,226
Maxilaku $3,061
NuNuCa Nuß-Nougat-Creme $1,552
Pavlova $7,180
Schoggi Schokolade $10,974
Scottish Longbreads $4,758
Sir Rodney's Marmalade $7,314
Sir Rodney's Scones $5,341
Tarte au sucre $20,763
Teatime Chocolate Biscuits $2,340
Valkoinen suklaa $2,173
Zaanse koeken $2,931
Confections Total $80,894

Dairy Products
Camembert Pierrot $20,652
Fløtemysost $9,643
Geitost $786
Gorgonzola Telino $7,621
Gudbrandsdalsost $14,042
Mascarpone Fabioli $2,669
Mozzarella di Giovanni $11,839
Queso Cabrales $5,547
Queso Manchego La Pastora $8,335
Raclette Courdavault $33,617
Dairy Products Total $114,750

Page 8
Sample Product Reports Workbook Product Sales

Category Product Sales

Grains/Cereals
Filo Mix $2,068
Gnocchi di nonna Alice $32,604
Gustaf's Knäckebröd $4,234
Ravioli Angelo $2,157
Singaporean Hokkien Fried Mee $5,184
Tunnbröd $2,577
Wimmers gute Semmelknödel $7,125
Grains/Cereals Total $55,949

Meat/Poultry
Alice Mutton $16,581
Mishi Kobe Niku $6,936
Pâté chinois $8,826
Perth Pasties $12,784
Thüringer Rostbratwurst $33,110
Tourtière $3,102
Meat/Poultry Total $81,338

Produce
Longlife Tofu $888
Manjimup Dried Apples $23,550
Rössle Sauerkraut $12,854
Tofu $6,541
Uncle Bob's Organic Dried Pears $9,186
Produce Total $53,020

Seafood
Boston Crab Meat $9,796
Carnarvon Tigers $15,950
Escargots de Bourgogne $2,076
Gravad lax $629
Ikura $8,820
Inlagd Sill $6,894
Jack's New England Clam Chowder $4,639
Konbu $759
Nord-Ost Matjeshering $5,884
Röd Kaviar $3,518
Røgede sild $3,356
Spegesild $3,223
Seafood Total $65,544

Grand Total $607,293

Page 9
Sample Product Reports Workbook Top 3 Products

Category Product Sales


Beverages
Côte de Blaye $46,563 Identifying top-selling products
Ipoh Coffee $11,070
Lakkalikööri $7,883 The Product field is blue because the field has been
Beverages Total $65,516 filtered to show only the three best-sellers in each
category. To see how this was done, click the
Confections Product field and then click the Sort and Top 10
Gumbär Gummibärchen $11,226 command on the PivotTable menu (PivotTable
toolbar).
Schoggi Schokolade $10,974
Tarte au sucre $20,763
You could also sort the three products in each
Confections Total $42,962 category so that the top seller is first: under
AutoSort options, click Descending, and then
Dairy Products click Sales for Using field.
Camembert Pierrot $20,652
Gudbrandsdalsost $14,042
Raclette Courdavault $33,617
Dairy Products Total $68,311

Grains/Cereals
Gnocchi di nonna Alice $32,604
Singaporean Hokkien Fried Mee $5,184
Wimmers gute Semmelknödel $7,125
Grains/Cereals Total $44,914

Meat/Poultry
Alice Mutton $16,581
Perth Pasties $12,784
Thüringer Rostbratwurst $33,110
Meat/Poultry Total $62,474

Produce
Manjimup Dried Apples $23,550
Rössle Sauerkraut $12,854
Uncle Bob's Organic Dried Pears $9,186
Produce Total $45,591

Seafood
Boston Crab Meat $9,796
Carnarvon Tigers $15,950
Ikura $8,820
Seafood Total $34,566

Grand Total $364,334

Page 10
Sample Product Reports Workbook All Quarters

Sales Quarter
Category Product Qtr 1 Qtr 2 Qtr 3 Qtr 4 Grand Total
Beverages
Chai $706 $878 $1,175 $2,129 $4,887 Further detail: sales
Chang $2,721 $228 $2,062 $2,028 $7,039 by quarter
Chartreuse verte $590 $360 $1,101 $2,425 $4,476
Côte de Blaye $25,127 $12,806 $7,312 $1,318 $46,563 This report adds the
Guaraná Fantástica $529 $468 $219 $338 $1,554 Quarter field to the
report as a column
Ipoh Coffee $1,398 $4,497 $1,196 $3,979 $11,070
field. The sales data for
Lakkalikööri $1,142 $1,774 $3,262 $1,706 $7,883
each quarter is now
Laughing Lumberjack Lager $518 $350 $42 $910 displayed in columns
Outback Lager $1,508 $384 $1,253 $2,684 $5,828 across the row for each
Rhönbräu Klosterbier $215 $1,509 $1,234 $1,234 $4,191 product.
Sasquatch Ale $179 $1,037 $750 $1,967
Steeleye Stout $1,742 $1,008 $1,683 $1,274 $5,707 If you're applying a
Beverages Total $35,858 $25,467 $20,845 $19,904 $102,074 report format, such as
Report 5 that was used
Condiments in this report, you'll
Aniseed Syrup $544 $600 $140 $440 $1,724 want to add column
Chef Anton's Cajun Seasoning $225 $2,970 $1,338 $682 $5,215 fields after you apply
the format. All of the
Chef Anton's Gumbo Mix $288 $85 $374
report formats move
Genen Shouyu $177 $1,298 $1,475
any column fields in the
Grandma's Boysenberry Spread $1,750 $750 $2,500 report to the row area.
Gula Malacca $1,995 $1,754 $1,093 $1,702 $6,543 Alternatively, you could
Louisiana Fiery Hot Pepper Sauce $1,347 $2,151 $1,976 $3,857 $9,331 drag the fields back to
Louisiana Hot Spiced Okra $816 $1,224 $918 $2,958 the column area after
Northwoods Cranberry Sauce $1,300 $2,960 $4,260 applying the format.
Original Frankfurter grüne Soße $1,113 $1,028 $2,256 $511 $4,907
Sirop d'érable $2,679 $1,881 $3,021 $1,511 $9,092
Vegie-spread $3,203 $263 $843 $2,590 $6,899
Condiments Total $11,922 $13,347 $14,002 $16,006 $55,278

Confections
Chocolade $745 $163 $69 $306 $1,282
Gumbär Gummibärchen $5,080 $1,249 $2,061 $2,836 $11,226
Maxilaku $1,606 $620 $835 $3,061
NuNuCa Nuß-Nougat-Creme $193 $865 $494 $1,552
Pavlova $1,685 $2,646 $1,850 $999 $7,180
Schoggi Schokolade $1,755 $5,268 $2,195 $1,756 $10,974
Scottish Longbreads $1,268 $1,063 $493 $1,935 $4,758
Sir Rodney's Marmalade $4,253 $1,361 $1,701 $7,314
Sir Rodney's Scones $1,418 $756 $1,733 $1,434 $5,341
Tarte au sucre $4,728 $4,548 $5,472 $6,015 $20,763
Teatime Chocolate Biscuits $944 $350 $842 $205 $2,340
Valkoinen suklaa $845 $386 $943 $2,173
Zaanse koeken $817 $286 $669 $1,159 $2,931
Confections Total $21,083 $22,066 $17,965 $19,781 $80,894

Dairy Products
Camembert Pierrot $3,329 $3,990 $10,273 $3,060 $20,652
Fløtemysost $4,455 $174 $2,541 $2,473 $9,643
Geitost $294 $243 $100 $150 $786
Gorgonzola Telino $487 $2,993 $1,459 $2,682 $7,621
Gudbrandsdalsost $2,650 $1,267 $4,473 $5,652 $14,042
Mascarpone Fabioli $2,221 $448 $2,669
Mozzarella di Giovanni $1,974 $4,488 $3,028 $2,349 $11,839
Queso Cabrales $1,357 $3,029 $504 $656 $5,547
Queso Manchego La Pastora $456 $1,397 $1,163 $5,320 $8,335
Raclette Courdavault $9,117 $7,453 $5,088 $11,960 $33,617
Dairy Products Total $24,119 $27,254 $28,628 $34,749 $114,750

Page 11
Sample Product Reports Workbook All Quarters

Sales Quarter
Category Product Qtr 1 Qtr 2 Qtr 3 Qtr 4 Grand Total

Grains/Cereals
Filo Mix $188 $742 $227 $912 $2,068
Gnocchi di nonna Alice $6,931 $9,869 $6,772 $9,033 $32,604
Gustaf's Knäckebröd $202 $504 $3,318 $210 $4,234
Ravioli Angelo $499 $88 $585 $985 $2,157
Singaporean Hokkien Fried Mee $986 $913 $2,307 $979 $5,184
Tunnbröd $979 $779 $423 $396 $2,577
Wimmers gute Semmelknödel $2,913 $1,736 $1,679 $798 $7,125
Grains/Cereals Total $12,697 $14,629 $15,311 $13,312 $55,949

Meat/Poultry
Alice Mutton $2,668 $4,013 $3,900 $6,000 $16,581
Mishi Kobe Niku $1,397 $1,319 $4,220 $6,936
Pâté chinois $5,710 $1,316 $864 $936 $8,826
Perth Pasties $5,155 $2,099 $1,501 $4,029 $12,784
Thüringer Rostbratwurst $5,702 $4,456 $8,913 $14,038 $33,110
Tourtière $966 $490 $666 $979 $3,102
Meat/Poultry Total $21,598 $13,695 $15,844 $30,202 $81,338

Produce
Longlife Tofu $360 $128 $400 $888
Manjimup Dried Apples $1,412 $8,385 $1,855 $11,899 $23,550
Rössle Sauerkraut $4,106 $3,311 $1,881 $3,557 $12,854
Tofu $2,018 $2,186 $1,867 $471 $6,541
Uncle Bob's Organic Dried Pears $1,085 $1,575 $2,700 $3,827 $9,186
Produce Total $8,981 $15,584 $8,303 $20,153 $53,020

Seafood
Boston Crab Meat $1,474 $2,272 $3,888 $2,162 $9,796
Carnarvon Tigers $1,500 $2,363 $7,100 $4,988 $15,950
Escargots de Bourgogne $265 $1,394 $417 $2,076
Gravad lax $208 $421 $629
Ikura $1,215 $533 $3,748 $3,323 $8,820
Inlagd Sill $68 $2,698 $2,199 $1,929 $6,894
Jack's New England Clam Chowde $385 $1,243 $469 $2,543 $4,639
Konbu $61 $168 $470 $60 $759
Nord-Ost Matjeshering $1,308 $1,838 $816 $1,922 $5,884
Röd Kaviar $216 $714 $1,646 $941 $3,518
Røgede sild $205 $1,007 $190 $1,954 $3,356
Spegesild $804 $92 $1,505 $823 $3,223
Seafood Total $7,445 $13,613 $23,424 $21,062 $65,544

Grand Total $143,703 $145,655 $144,320 $175,169 $608,847

Page 12
Sample Product Reports Workbook Q1 and Q2

Sales Quarter
Category Product Qtr 1 Qtr 2 Grand Total
Beverages
Chai $706 $878 $1,584 Focusing the report to compare
Chang $2,721 $228 $2,949 two quarters
Chartreuse verte $590 $360 $950
Côte de Blaye $25,127 $12,806 $37,933 Instead of listing sales for all quarters,
Guaraná Fantástica $529 $468 $997 this report contains only the first and
Ipoh Coffee $1,398 $4,497 $5,895 second quarter data. If you click the
dropdown arrow in the Quarter field,
Lakkalikööri $1,142 $1,774 $2,916
you'll notice that only Qtr 1 and Qtr 2
Laughing Lumberjack Lager $518 $518
are selected. The values in the Grand
Outback Lager $1,508 $384 $1,892 Total column include only the amounts
Rhönbräu Klosterbier $215 $1,509 $1,723 for the first two quarters.
Sasquatch Ale $179 $1,037 $1,217
Steeleye Stout $1,742 $1,008 $2,750
Beverages Total $35,858 $25,467 $61,325

Condiments
Aniseed Syrup $544 $600 $1,144
Chef Anton's Cajun Seasoning $225 $2,970 $3,195
Genen Shouyu $177 $177
Gula Malacca $1,995 $1,754 $3,748
Louisiana Fiery Hot Pepper Sauce $1,347 $2,151 $3,498
Louisiana Hot Spiced Okra $816 $1,224 $2,040
Northwoods Cranberry Sauce $1,300 $1,300
Original Frankfurter grüne Soße $1,113 $1,028 $2,141
Sirop d'érable $2,679 $1,881 $4,560
Vegie-spread $3,203 $263 $3,466
Condiments Total $11,922 $13,347 $25,269

Confections
Chocolade $745 $163 $907
Gumbär Gummibärchen $5,080 $1,249 $6,329
Maxilaku $1,606 $620 $2,226
NuNuCa Nuß-Nougat-Creme $193 $865 $1,058
Pavlova $1,685 $2,646 $4,331
Schoggi Schokolade $1,755 $5,268 $7,023
Scottish Longbreads $1,268 $1,063 $2,330
Sir Rodney's Marmalade $4,253 $4,253
Sir Rodney's Scones $1,418 $756 $2,174
Tarte au sucre $4,728 $4,548 $9,276
Teatime Chocolate Biscuits $944 $350 $1,293
Valkoinen suklaa $845 $845
Zaanse koeken $817 $286 $1,103
Confections Total $21,083 $22,066 $43,148

Dairy Products
Camembert Pierrot $3,329 $3,990 $7,319
Fløtemysost $4,455 $174 $4,629
Geitost $294 $243 $537
Gorgonzola Telino $487 $2,993 $3,480
Gudbrandsdalsost $2,650 $1,267 $3,917
Mascarpone Fabioli $2,221 $2,221
Mozzarella di Giovanni $1,974 $4,488 $6,462
Queso Cabrales $1,357 $3,029 $4,387
Queso Manchego La Pastora $456 $1,397 $1,853
Raclette Courdavault $9,117 $7,453 $16,569
Dairy Products Total $24,119 $27,254 $51,373

Page 13
Sample Product Reports Workbook Q1 and Q2

Sales Quarter
Category Product Qtr 1 Qtr 2 Grand Total

Grains/Cereals
Filo Mix $188 $742 $930
Gnocchi di nonna Alice $6,931 $9,869 $16,800
Gustaf's Knäckebröd $202 $504 $706
Ravioli Angelo $499 $88 $587
Singaporean Hokkien Fried Mee $986 $913 $1,898
Tunnbröd $979 $779 $1,758
Wimmers gute Semmelknödel $2,913 $1,736 $4,648
Grains/Cereals Total $12,697 $14,629 $27,326

Meat/Poultry
Alice Mutton $2,668 $4,013 $6,681
Mishi Kobe Niku $1,397 $1,319 $2,716
Pâté chinois $5,710 $1,316 $7,026
Perth Pasties $5,155 $2,099 $7,254
Thüringer Rostbratwurst $5,702 $4,456 $10,159
Tourtière $966 $490 $1,457
Meat/Poultry Total $21,598 $13,695 $35,293

Produce
Longlife Tofu $360 $128 $488
Manjimup Dried Apples $1,412 $8,385 $9,797
Rössle Sauerkraut $4,106 $3,311 $7,416
Tofu $2,018 $2,186 $4,204
Uncle Bob's Organic Dried Pears $1,085 $1,575 $2,660
Produce Total $8,981 $15,584 $24,564

Seafood
Boston Crab Meat $1,474 $2,272 $3,746
Carnarvon Tigers $1,500 $2,363 $3,863
Escargots de Bourgogne $265 $265
Gravad lax $208 $421 $629
Ikura $1,215 $533 $1,748
Inlagd Sill $68 $2,698 $2,766
Jack's New England Clam Chowder $385 $1,243 $1,628
Konbu $61 $168 $229
Nord-Ost Matjeshering $1,308 $1,838 $3,146
Röd Kaviar $216 $714 $930
Røgede sild $205 $1,007 $1,212
Spegesild $804 $92 $895
Seafood Total $7,445 $13,613 $21,059

Grand Total $143,703 ### $289,358

Page 14
Sample Product Reports Workbook Multiple Subtotals

Sales Quarter
Category Product Qtr 1 Qtr 2 Grand Total
Beverages
Chai $706 $878 $1,584 Analyzing category results: adding
Chang $2,721 $228 $2,949 more subtotals
Chartreuse verte $590 $360 $950
Côte de Blaye $25,127 $12,806 $37,933 In addition to the sales totals for each
Guaraná Fantástica $529 $468 $997 category, this report includes the
average, largest, and smallest sale for
Ipoh Coffee $1,398 $4,497 $5,895
each category.
Lakkalikööri $1,142 $1,774 $2,916
Laughing Lumberjack Lager $518 $518 To see how this was done, double-click
Outback Lager $1,508 $384 $1,892 the Category field. You'll notice that four
Rhönbräu Klosterbier $215 $1,509 $1,723 different custom subtotals are selected.
Sasquatch Ale $179 $1,037 $1,217 Scroll the list in the PivotTable Field
Steeleye Stout $1,742 $1,008 $2,750 dialog box to see the other types of
Beverages Sum $35,858 $25,467 $61,325 subtotals available for display.
Beverages Average $3,260 $2,122 $2,666
Beverages Max $25,127 $12,806 $25,127
Beverages Min $179 $228 $179

Condiments
Aniseed Syrup $544 $600 $1,144
Chef Anton's Cajun Seasoning $225 $2,970 $3,195
Genen Shouyu $177 $177
Gula Malacca $1,995 $1,754 $3,748
Louisiana Fiery Hot Pepper Sauce $1,347 $2,151 $3,498
Louisiana Hot Spiced Okra $816 $1,224 $2,040
Northwoods Cranberry Sauce $1,300 $1,300
Original Frankfurter grüne Soße $1,113 $1,028 $2,141
Sirop d'érable $2,679 $1,881 $4,560
Vegie-spread $3,203 $263 $3,466
Condiments Sum $11,922 $13,347 $25,269
Condiments Average $1,490 $1,335 $1,404
Condiments Max $3,203 $2,970 $3,203
Condiments Min $225 $177 $177

Confections
Chocolade $745 $163 $907
Gumbär Gummibärchen $5,080 $1,249 $6,329
Maxilaku $1,606 $620 $2,226
NuNuCa Nuß-Nougat-Creme $193 $865 $1,058
Pavlova $1,685 $2,646 $4,331
Schoggi Schokolade $1,755 $5,268 $7,023
Scottish Longbreads $1,268 $1,063 $2,330
Sir Rodney's Marmalade $4,253 $4,253
Sir Rodney's Scones $1,418 $756 $2,174
Tarte au sucre $4,728 $4,548 $9,276
Teatime Chocolate Biscuits $944 $350 $1,293
Valkoinen suklaa $845 $845
Zaanse koeken $817 $286 $1,103
Confections Sum $21,083 $22,066 $43,148
Confections Average $1,757 $1,839 $1,798
Confections Max $5,080 $5,268 $5,268
Confections Min $193 $163 $163

Page 15
Sample Product Reports Workbook Multiple Subtotals

Sales Quarter
Category Product Qtr 1 Qtr 2 Grand Total

Dairy Products
Camembert Pierrot $3,329 $3,990 $7,319
Fløtemysost $4,455 $174 $4,629
Geitost $294 $243 $537
Gorgonzola Telino $487 $2,993 $3,480
Gudbrandsdalsost $2,650 $1,267 $3,917
Mascarpone Fabioli $2,221 $2,221
Mozzarella di Giovanni $1,974 $4,488 $6,462
Queso Cabrales $1,357 $3,029 $4,387
Queso Manchego La Pastora $456 $1,397 $1,853
Raclette Courdavault $9,117 $7,453 $16,569
Dairy Products Sum $24,119 $27,254 $51,373
Dairy Products Average $2,680 $2,725 $2,704
Dairy Products Max $9,117 $7,453 $9,117
Dairy Products Min $294 $174 $174

Grains/Cereals
Filo Mix $188 $742 $930
Gnocchi di nonna Alice $6,931 $9,869 $16,800
Gustaf's Knäckebröd $202 $504 $706
Ravioli Angelo $499 $88 $587
Singaporean Hokkien Fried Mee $986 $913 $1,898
Tunnbröd $979 $779 $1,758
Wimmers gute Semmelknödel $2,913 $1,736 $4,648
Grains/Cereals Sum $12,697 $14,629 $27,326
Grains/Cereals Average $1,814 $2,090 $1,952
Grains/Cereals Max $6,931 $9,869 $9,869
Grains/Cereals Min $188 $88 $88

Meat/Poultry
Alice Mutton $2,668 $4,013 $6,681
Mishi Kobe Niku $1,397 $1,319 $2,716
Pâté chinois $5,710 $1,316 $7,026
Perth Pasties $5,155 $2,099 $7,254
Thüringer Rostbratwurst $5,702 $4,456 $10,159
Tourtière $966 $490 $1,457
Meat/Poultry Sum $21,598 $13,695 $35,293
Meat/Poultry Average $3,600 $2,282 $2,941
Meat/Poultry Max $5,710 $4,456 $5,710
Meat/Poultry Min $966 $490 $490

Produce
Longlife Tofu $360 $128 $488
Manjimup Dried Apples $1,412 $8,385 $9,797
Rössle Sauerkraut $4,106 $3,311 $7,416
Tofu $2,018 $2,186 $4,204
Uncle Bob's Organic Dried Pears $1,085 $1,575 $2,660
Produce Sum $8,981 $15,584 $24,564
Produce Average $1,796 $3,117 $2,456
Produce Max $4,106 $8,385 $8,385
Produce Min $360 $128 $128

Page 16
Sample Product Reports Workbook Multiple Subtotals

Sales Quarter
Category Product Qtr 1 Qtr 2 Grand Total

Seafood
Boston Crab Meat $1,474 $2,272 $3,746
Carnarvon Tigers $1,500 $2,363 $3,863
Escargots de Bourgogne $265 $265
Gravad lax $208 $421 $629
Ikura $1,215 $533 $1,748
Inlagd Sill $68 $2,698 $2,766
Jack's New England Clam Chowder $385 $1,243 $1,628
Konbu $61 $168 $229
Nord-Ost Matjeshering $1,308 $1,838 $3,146
Röd Kaviar $216 $714 $930
Røgede sild $205 $1,007 $1,212
Spegesild $804 $92 $895
Seafood Sum $7,445 $13,613 $21,059
Seafood Average $677 $1,134 $916
Seafood Max $1,500 $2,698 $2,698
Seafood Min $61 $92 $61

Grand Total $143,703 $145,655 $289,358

Page 17
Sample Product Reports Workbook Average Sales

Quarter Category Sales Average Sale Minimum Sale


Qtr 1
Beverages $35,858 $3,260 $179 Comparing total, average, and minimum
Condiments $11,922 $1,490 $225 sales
Confections $21,083 $1,757 $193
Dairy Products $24,119 $2,680 $294 Instead of adding subtotal types, this report has
Meat/Poultry $21,598 $3,600 $966 two additional data fields, Average Sale and
Produce $8,981 $1,796 $360 Minimum Sale. If you double-click the Average Sale
Seafood $7,445 $677 $61 field, you'll see that it's based on the Sales field
from the source data and uses the Average
Qtr 1 Total $131,006 $2,113 $61
summary function. The summary functions
available for data fields are the same ones available
Qtr 2 for subtotals.
Beverages $25,467 $2,122 $228
Condiments $13,347 $1,335 $177
Confections $22,066 $1,839 $163
Dairy Products $27,254 $2,725 $174
Meat/Poultry $13,695 $2,282 $490
Produce $15,584 $3,117 $128
Seafood $13,613 $1,134 $92
Qtr 2 Total $131,025 $1,956 $92

Qtr 3
Beverages $20,845 $1,895 $219
Condiments $14,002 $1,400 $140
Confections $17,965 $1,497 $69
Dairy Products $28,628 $3,181 $100
Meat/Poultry $15,844 $3,169 $666
Produce $8,303 $2,076 $1,855
Seafood $23,424 $2,129 $190
Qtr 3 Total $129,009 $2,081 $69

Qtr 4
Beverages $19,904 $1,659 $42
Condiments $16,006 $1,455 $85
Confections $19,781 $1,648 $205
Dairy Products $34,749 $3,475 $150
Meat/Poultry $30,202 $5,034 $936
Produce $20,153 $4,031 $400
Seafood $21,062 $1,915 $60
Qtr 4 Total $161,857 $2,416 $42

Grand Total $552,898 $2,143 $42

Page 18
Sample Product Reports 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. A PivotChart report has many features similar to a PivotTable report: you can change the layout, sort, filter, and
group the data.

To create a PivotChart report, run the PivotTable and PivotChart Report wizard, in step 1 select PivotChart (with PivotTable), and then
complete the steps of the wizard as you would for a PivotTable report. Or, if you already have a PivotTable report that you want to chart,
click the report and then click the Chart Wizard button on the PivotTable toolbar.

A PivotChart report always has a dependency on a PivotTable report that provides the data to be charted, called the associated PivotTable
report. When you make changes to a PivotChart report, its associated PivotTable report reflects the changes. To allow you to make
changes to the example PivotChart report without affecting any of the example PivotTable reports, the PivotChart report was created
independently from the source data. The associated PivotTable report for the example is hidden. If you want to see it, point to Sheet on
the Format menu, click Unhide, and then click Data for Chart.

A new PivotChart report always appears on a separate chart sheet, because PivotChart reports tend to include lots of data and therefore
usually need plenty of space. You can easily move a PivotChart report onto a worksheet, for example to put it on the same worksheet as
its associated PivotTable report. Just click the chart and click Location on the Chart menu.

You can use most of the chart type, formatting, and options available for regular charts to customize a PivotChart report. For more
information, ask the Excel Answer Wizard about PivotChart reports.

Page 19

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