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Module 11: End of Module Project 1

Description

  1. Nadia Ivanov is a partner at Qualey Consulting, a consulting firm with headquarters in... Go to the Sales Report worksheet, which contains a table named Sales listing details about consulting projects completed in 2024... COUNTIF function that counts the number of projects for clients in the Banking category, checking that the Category column in the Sales table (Sales[Category]) is equal to the value in cell M4. Fill the range N5:N8 with the formula in cell N4.
  2. In column O, Nadia wants to calculate the total sales for each category. In cell O4, enter a formula using the SUMIF function that totals the sales for Banking projects, checking that the Category column in the Sales table is equal to the value in cell M4, and that the formula totals the sales for all four quarters (Sales[Total Sales]). Fill the range O5:O8 with the formula in cell O4.
  3. In column P, Nadia wants to calculate the average sales for each category.. and that the formula averages the sales for all four quarters (Sales[Total Sales]). Fill the range P5:P8 with the formula in cell P4.
  4. Nadia needs to identify the number of projects that have total sales more than $10,000 and those for client KERRA. In cell N12, create a formula using the DCOUNT function to count the number of projects with total sales of more than $10,000, using the data in the entire Sales table (Sales[#All]) and counting the values in the Total Sales column ("Total Sales") that are equal to the values in the range M10:M11.
  5. In cell N16, create a formula using the DCOUNTA function to count the number of projects for client KERRA, using the data in the entire Sales table (Sales[#All]) and counting the values in the Client ID column ("Client ID") that are equal to the values in the range M14:M15.
  6. Nadia also needs to calculate the total sales for marketing plans and the average sales for clients in New Jersey. In cell N20, create a formula using the DSUM function to calculate the total sales for marketing plans, using the data in the entire Sales table (Sales[#All]) and totaling the values in the Total Sales column ("Total Sales") for services equal to the values in the range M18:M19.
  7. In cell N24, create a formula using the DAVERAGE function to calculate the average sales for clients in New Jersey, using the data in the entire Sales table (Sales[#All]) and averaging the values in the Total Sales column ("Total Sales") for clients in states equal to the values in the range M22:M23.
  8. Go to the Sales by Category worksheet. Nadia has created a PivotTable named CategoryPivot to list the sales by business category, date, and service type. The data would be easier to interpret if the dates appeared as quarter numbers. Group the Start Date field values by Quarters only. Change the report layout to Compact Form to make the PivotTable look less cluttered.
  9. Go to the Sales by Client worksheet. Nadia created a PivotTable named ClientPivot that lists sales by client and state... Rename the State2 field to use Region as the custom name. Sort the South values in ascending order to list first the North sales amounts in column B followed by the South sales amounts in column C. Hide the field headers to further streamline the layout.
  10. Go to the Sales by Service worksheet, which contains a PivotTable named ServicePivot that compares the ... subtracts the Qtr1 field amount from the Qtr4 field amount. In cell E2, use +/- Q4 to Q1 as the column label.
  11. Insert another calculated field named % Difference that subtracts the Qtr 1 field amounts from the Qtr 4 field amounts, and then divides the result by the Qtr 1 field amount. In cell F2, use % Q4 to Q1 as the column label. Change the number format of the % Q4 to Q1 amounts to Percentage with 2 decimal points.
  12. Add the Total Sales field to the Values area of the PivotTable, making it the last field in the Values area. Use the Average calculation to summarize the Total Sales field data. Move the Annual field so that it is listed as the last field in the Values area.
  13. Nadia also wants to display details about the two services with the highest total sales. Apply a Value Filter to the Service field that displays the top 2 items by the Annual sales amount.

#cengage #sam #excel #solutions


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Transcript

1 00:00:02,340 --> 00:00:07,859 all right so this is module 11 in the

2 00:00:04,920 --> 00:00:10,740 module project 1 and in step one it is

3 00:00:07,859 --> 00:00:13,139 saying Nadia ivanok is a partner at

4 00:00:10,740 --> 00:00:14,700 quality Consulting a Consulting frame so

5 00:00:13,139 --> 00:00:16,740 you can escape this information let's

6 00:00:14,700 --> 00:00:18,960 see so it is saying here go to the sales

7 00:00:16,740 --> 00:00:21,300 report worksheet so on the bottom click

8 00:00:18,960 --> 00:00:23,160 on sales reboot which contains a table

9 00:00:21,300 --> 00:00:26,340 named sales listing details about

10 00:00:23,160 --> 00:00:30,359 Consulting project completed in 2024 in

11 00:00:26,340 --> 00:00:34,340 the range M3 through PA so let's see M3

12 00:00:30,359 --> 00:00:37,260 through p8 here it is saying

13 00:00:34,340 --> 00:00:39,660 wants to summarize project information

14 00:00:37,260 --> 00:00:42,480 start by calculating the Numbers number

15 00:00:39,660 --> 00:00:45,480 projects for clients in each business

16 00:00:42,480 --> 00:00:49,020 category in sale N4 inter formula using

17 00:00:45,480 --> 00:00:52,860 the county function okay so and for

18 00:00:49,020 --> 00:00:56,520 count e function so count if function is

19 00:00:52,860 --> 00:00:58,739 literally count if this range meets this

20 00:00:56,520 --> 00:01:01,260 criteria so it takes range and criteria

21 00:00:58,739 --> 00:01:03,359 now is the value in this range meets

22 00:01:01,260 --> 00:01:05,100 this criteria and then record that value

23 00:01:03,359 --> 00:01:06,780 and then again take another value and

24 00:01:05,100 --> 00:01:09,180 then if another value meets that

25 00:01:06,780 --> 00:01:12,000 criteria regard that value and at the

26 00:01:09,180 --> 00:01:13,680 end it will count those total value and

27 00:01:12,000 --> 00:01:17,100 then gives us the result

28 00:01:13,680 --> 00:01:19,200 okay so let's see what is the range

29 00:01:17,100 --> 00:01:21,299 that counts the number of projects for

30 00:01:19,200 --> 00:01:24,180 clients in the banking category

31 00:01:21,299 --> 00:01:27,180 okay checking that category column

32 00:01:24,180 --> 00:01:30,420 in the sales table so category column is

33 00:01:27,180 --> 00:01:31,140 the range so let's go to sales table and

34 00:01:30,420 --> 00:01:34,140 then

35 00:01:31,140 --> 00:01:37,799 category column

36 00:01:34,140 --> 00:01:40,380 okay and then criteria will be banking

37 00:01:37,799 --> 00:01:42,720 category is equals to the value in sale

38 00:01:40,380 --> 00:01:45,299 M4 so M4 is banking

39 00:01:42,720 --> 00:01:48,420 so this will be the criteria now close

40 00:01:45,299 --> 00:01:50,520 parenthesis and then in the so there are

41 00:01:48,420 --> 00:01:52,500 six projects that are request to banking

42 00:01:50,520 --> 00:01:56,460 category

43 00:01:52,500 --> 00:01:58,320 okay now step two in column o Nadia

44 00:01:56,460 --> 00:02:01,579 wants to calculate the total sales for

45 00:01:58,320 --> 00:02:04,920 each category in cell o4 okay

46 00:02:01,579 --> 00:02:07,500 formula using the sum IF function that

47 00:02:04,920 --> 00:02:10,319 totals the sale for banking purposes

48 00:02:07,500 --> 00:02:12,300 banking projects checking that category

49 00:02:10,319 --> 00:02:14,580 column in the sales table is equals to

50 00:02:12,300 --> 00:02:16,980 the value in cell M4 so same as

51 00:02:14,580 --> 00:02:20,220 previously step and then the formula

52 00:02:16,980 --> 00:02:22,860 totals the sale for all four quarters so

53 00:02:20,220 --> 00:02:25,500 in this case it will need some value to

54 00:02:22,860 --> 00:02:27,420 calculate the sum so if we don't provide

55 00:02:25,500 --> 00:02:31,379 the third arguments I will explain you

56 00:02:27,420 --> 00:02:33,480 so let's see some IF function so in case

57 00:02:31,379 --> 00:02:35,819 of sum IF function it will take three

58 00:02:33,480 --> 00:02:38,640 arguments so the third argument is

59 00:02:35,819 --> 00:02:41,420 optional so the range will be same thing

60 00:02:38,640 --> 00:02:44,879 category column

61 00:02:41,420 --> 00:02:48,180 so sales and then

62 00:02:44,879 --> 00:02:50,340 category column and in criteria will be

63 00:02:48,180 --> 00:02:52,500 also same thing that the values will be

64 00:02:50,340 --> 00:02:54,840 equals to banking

65 00:02:52,500 --> 00:02:57,959 so we have four

66 00:02:54,840 --> 00:03:01,319 now this is optional so if we just enter

67 00:02:57,959 --> 00:03:04,739 Then it must give zero let's see see if

68 00:03:01,319 --> 00:03:07,920 you look it gives 0 because

69 00:03:04,739 --> 00:03:10,440 sales category so here is the column see

70 00:03:07,920 --> 00:03:13,500 if any value is equals to banking then

71 00:03:10,440 --> 00:03:16,200 it has no reference what to uh what to

72 00:03:13,500 --> 00:03:18,120 count as the song so here is no any

73 00:03:16,200 --> 00:03:20,400 number value these are thus the text

74 00:03:18,120 --> 00:03:23,459 value so it has no any reference so it

75 00:03:20,400 --> 00:03:27,060 will just totals to zero but if we give

76 00:03:23,459 --> 00:03:28,739 this third third argument some range so

77 00:03:27,060 --> 00:03:30,120 let's see what is the range range is

78 00:03:28,739 --> 00:03:33,420 total sales

79 00:03:30,120 --> 00:03:37,980 so total sales column

80 00:03:33,420 --> 00:03:40,860 total sales in this now it will check

81 00:03:37,980 --> 00:03:42,959 banking banking value in this column so

82 00:03:40,860 --> 00:03:45,120 for instance let's see so this is the

83 00:03:42,959 --> 00:03:47,819 banking banking value now it will go to

84 00:03:45,120 --> 00:03:49,739 this column and then take this value so

85 00:03:47,819 --> 00:03:52,560 take this value and then again it will

86 00:03:49,739 --> 00:03:54,420 Source other value so it will search

87 00:03:52,560 --> 00:03:56,519 this value and then again it will go

88 00:03:54,420 --> 00:03:58,680 here and then take this value so like

89 00:03:56,519 --> 00:04:01,620 this it will take this value take this

90 00:03:58,680 --> 00:04:04,860 value and then calculates the sum

91 00:04:01,620 --> 00:04:08,640 now let's hit enter so this is the total

92 00:04:04,860 --> 00:04:10,860 sum okay so if you are still confused

93 00:04:08,640 --> 00:04:12,480 you can post a comment and then I'll

94 00:04:10,860 --> 00:04:15,959 make sure to

95 00:04:12,480 --> 00:04:17,639 reply it okay step three in column P

96 00:04:15,959 --> 00:04:22,440 Nadia wants to calculate the average

97 00:04:17,639 --> 00:04:25,259 sales for each category in cell P4 okay

98 00:04:22,440 --> 00:04:28,639 using the average if so again this is

99 00:04:25,259 --> 00:04:31,560 the same average

100 00:04:28,639 --> 00:04:33,240 so range will be let's see

101 00:04:31,560 --> 00:04:36,720 checking the category so same thing

102 00:04:33,240 --> 00:04:38,520 range will be category column

103 00:04:36,720 --> 00:04:42,120 so category

104 00:04:38,520 --> 00:04:44,520 and then criteria will be M4

105 00:04:42,120 --> 00:04:46,919 and then to for average also it needs

106 00:04:44,520 --> 00:04:49,919 some number value to calculate the

107 00:04:46,919 --> 00:04:51,240 average so for those number value it's

108 00:04:49,919 --> 00:04:54,120 same

109 00:04:51,240 --> 00:04:57,660 and total sales call

110 00:04:54,120 --> 00:05:00,900 of sales table so total sales

111 00:04:57,660 --> 00:05:03,720 double click and then close this and

112 00:05:00,900 --> 00:05:06,479 then close parenthesis okay

113 00:05:03,720 --> 00:05:08,220 so step four it is saying Nadia wants to

114 00:05:06,479 --> 00:05:11,400 identify the number of projects that

115 00:05:08,220 --> 00:05:15,120 have total sales more than 10 000 and

116 00:05:11,400 --> 00:05:16,800 those for client Kira okay in sale and

117 00:05:15,120 --> 00:05:17,820 12

118 00:05:16,800 --> 00:05:20,699 .

119 00:05:17,820 --> 00:05:23,160 let's see did you miss something

120 00:05:20,699 --> 00:05:24,960 so it is saying okay equals to the value

121 00:05:23,160 --> 00:05:27,720 and then it is saying fill the range and

122 00:05:24,960 --> 00:05:29,340 5 through N8 with the formula in cell

123 00:05:27,720 --> 00:05:31,919 and four

124 00:05:29,340 --> 00:05:34,380 okay and five

125 00:05:31,919 --> 00:05:36,720 through n a

126 00:05:34,380 --> 00:05:37,740 and then for all it was saying feel I

127 00:05:36,720 --> 00:05:39,120 missed that

128 00:05:37,740 --> 00:05:42,539 okay

129 00:05:39,120 --> 00:05:46,199 you can go to corner and then drag it

130 00:05:42,539 --> 00:05:48,060 all right so step four it is saying in

131 00:05:46,199 --> 00:05:49,800 n12

132 00:05:48,060 --> 00:05:53,580 okay here is n12

133 00:05:49,800 --> 00:05:57,060 it is saying D count function okay

134 00:05:53,580 --> 00:05:59,039 so D count so this counts the cell

135 00:05:57,060 --> 00:06:01,199 containing number in the field of

136 00:05:59,039 --> 00:06:04,680 Records in the database that match the

137 00:06:01,199 --> 00:06:06,900 condition you specify okay

138 00:06:04,680 --> 00:06:10,860 so we need to give database and then

139 00:06:06,900 --> 00:06:13,560 fill the and then criteria let's see

140 00:06:10,860 --> 00:06:15,600 so to count the number of project with

141 00:06:13,560 --> 00:06:19,080 the total sales of more than 10 000

142 00:06:15,600 --> 00:06:22,500 using the data in entire sales table so

143 00:06:19,080 --> 00:06:27,199 this entire sale will be our database

144 00:06:22,500 --> 00:06:30,539 oops so sales and then hashtag

145 00:06:27,199 --> 00:06:31,560 also entire sale of this database of

146 00:06:30,539 --> 00:06:33,780 this table

147 00:06:31,560 --> 00:06:36,900 okay and then field will be counting the

148 00:06:33,780 --> 00:06:40,020 value in the total sales column so for

149 00:06:36,900 --> 00:06:43,860 field its total sales column so the

150 00:06:40,020 --> 00:06:47,520 Syntax for it is quotation and then

151 00:06:43,860 --> 00:06:50,220 total sales so the Syntax for field in

152 00:06:47,520 --> 00:06:52,080 this case is we need to wrap the name of

153 00:06:50,220 --> 00:06:54,180 the column in quotation mark So if you

154 00:06:52,080 --> 00:06:57,180 Google D count

155 00:06:54,180 --> 00:07:00,419 so which I did earlier so if you Google

156 00:06:57,180 --> 00:07:01,919 the count this case it is Bing okay and

157 00:07:00,419 --> 00:07:04,259 then it will give the information so

158 00:07:01,919 --> 00:07:06,539 decount takes database field criteria

159 00:07:04,259 --> 00:07:08,699 which are shown in Excel so the example

160 00:07:06,539 --> 00:07:11,280 will be so this will be the range so

161 00:07:08,699 --> 00:07:13,620 this is our database and then field so

162 00:07:11,280 --> 00:07:15,180 as is the name of the column and then it

163 00:07:13,620 --> 00:07:18,360 react the name of the column in

164 00:07:15,180 --> 00:07:20,880 quotation and then this is the criteria

165 00:07:18,360 --> 00:07:23,479 so same thing it is explained here

166 00:07:20,880 --> 00:07:23,479 okay

167 00:07:23,940 --> 00:07:29,580 so total sales and then let's see the

168 00:07:26,940 --> 00:07:31,560 criteria will be so encounting the value

169 00:07:29,580 --> 00:07:34,080 in the sales column and that are equals

170 00:07:31,560 --> 00:07:38,580 to the value in the range M10 through

171 00:07:34,080 --> 00:07:40,800 M11 so this is our criteria so I am 10

172 00:07:38,580 --> 00:07:43,259 through and 11

173 00:07:40,800 --> 00:07:45,539 and then close parenthesis and then hit

174 00:07:43,259 --> 00:07:48,060 enter okay now it's day five it is

175 00:07:45,539 --> 00:07:51,000 saying in cell and six create a formula

176 00:07:48,060 --> 00:07:54,240 using D count a function to count the

177 00:07:51,000 --> 00:07:57,180 number of project okay so here and 16

178 00:07:54,240 --> 00:07:59,160 now it is saying the count oops which

179 00:07:57,180 --> 00:08:01,860 will start with the cost to sound sign

180 00:07:59,160 --> 00:08:04,740 the count and then a so the difference

181 00:08:01,860 --> 00:08:08,160 is it it counts in only the non blank

182 00:08:04,740 --> 00:08:10,380 zip so it will escape the blank sales so

183 00:08:08,160 --> 00:08:13,979 that's it the different so different so

184 00:08:10,380 --> 00:08:15,900 database field criteria okay so let's

185 00:08:13,979 --> 00:08:19,440 see what is the database it's same thing

186 00:08:15,900 --> 00:08:21,120 so entire sales entire sales of sales

187 00:08:19,440 --> 00:08:26,160 table

188 00:08:21,120 --> 00:08:28,139 so on okay and then field is

189 00:08:26,160 --> 00:08:30,419 using the data in industrial and

190 00:08:28,139 --> 00:08:32,719 Counting the value in client ID column

191 00:08:30,419 --> 00:08:37,860 so this is the field

192 00:08:32,719 --> 00:08:39,659 so graph it quotation client ID that are

193 00:08:37,860 --> 00:08:42,360 equals to

194 00:08:39,659 --> 00:08:45,180 young 14

195 00:08:42,360 --> 00:08:48,720 through and 15 and then close

196 00:08:45,180 --> 00:08:50,820 parenthesis enter okay so step six it is

197 00:08:48,720 --> 00:08:53,160 saying Nadia also needs to calculate the

198 00:08:50,820 --> 00:08:55,800 total sale for marketing plans and the

199 00:08:53,160 --> 00:08:58,440 average sales for clients in New Jersey

200 00:08:55,800 --> 00:09:01,140 in sales and money create a formula

201 00:08:58,440 --> 00:09:02,519 using the D song function to calculate

202 00:09:01,140 --> 00:09:07,860 the okay

203 00:09:02,519 --> 00:09:10,800 so and 20 and 20 D sum

204 00:09:07,860 --> 00:09:13,019 so T sum it adds so you can read the

205 00:09:10,800 --> 00:09:15,480 description here as the number in the

206 00:09:13,019 --> 00:09:17,160 field okay column of Records in the

207 00:09:15,480 --> 00:09:18,300 database that match the condition you

208 00:09:17,160 --> 00:09:21,600 specify

209 00:09:18,300 --> 00:09:23,839 okay so data database will be the same

210 00:09:21,600 --> 00:09:26,880 sales all

211 00:09:23,839 --> 00:09:30,300 and then the field will be

212 00:09:26,880 --> 00:09:33,120 okay so field will be total sales

213 00:09:30,300 --> 00:09:36,860 total sales column

214 00:09:33,120 --> 00:09:41,519 total sales and then criteria will be

215 00:09:36,860 --> 00:09:43,440 M22 through M23 and then close

216 00:09:41,519 --> 00:09:46,080 parenthesis enter

217 00:09:43,440 --> 00:09:48,240 okay so step 8 it is saying go to the

218 00:09:46,080 --> 00:09:52,560 sales by category worksheet

219 00:09:48,240 --> 00:09:56,040 let's see did with the to this N24

220 00:09:52,560 --> 00:09:56,760 so N24 we missed this

221 00:09:56,040 --> 00:09:58,680 [Music]

222 00:09:56,760 --> 00:10:01,320 um

223 00:09:58,680 --> 00:10:03,480 so here is this sum

224 00:10:01,320 --> 00:10:07,920 any step six it was the sum and then

225 00:10:03,480 --> 00:10:12,120 brutal sales and then range was M18

226 00:10:07,920 --> 00:10:16,500 I am 18 through m19

227 00:10:12,120 --> 00:10:18,600 okay and then here in N24 it is average

228 00:10:16,500 --> 00:10:21,839 so d

229 00:10:18,600 --> 00:10:24,540 the average and the database will be

230 00:10:21,839 --> 00:10:27,959 same all sales

231 00:10:24,540 --> 00:10:31,620 okay and then field will be

232 00:10:27,959 --> 00:10:35,640 let's see our totals is total sales

233 00:10:31,620 --> 00:10:38,640 and then criteria will be M22 through

234 00:10:35,640 --> 00:10:38,640 M23

235 00:10:43,220 --> 00:10:48,019 worksheet so on bottom here oops

236 00:10:48,480 --> 00:10:54,200 it is sales

237 00:10:51,200 --> 00:10:55,820 report yes

238 00:10:54,200 --> 00:10:59,579 created

239 00:10:55,820 --> 00:11:00,899 table named category pivot okay so this

240 00:10:59,579 --> 00:11:03,120 is the pivot table

241 00:11:00,899 --> 00:11:04,980 yeah this is the pivot table here the

242 00:11:03,120 --> 00:11:06,240 way to identify is this if you click on

243 00:11:04,980 --> 00:11:09,899 this cell then

244 00:11:06,240 --> 00:11:11,940 here okay let me expand this so here

245 00:11:09,899 --> 00:11:12,740 nothing is appearing but if you click

246 00:11:11,940 --> 00:11:15,200 here

247 00:11:12,740 --> 00:11:18,420 oops

248 00:11:15,200 --> 00:11:20,339 but if you click here in the pivot table

249 00:11:18,420 --> 00:11:21,920 then pivot table analyze and the design

250 00:11:20,339 --> 00:11:23,519 tab will appear

251 00:11:21,920 --> 00:11:26,100 okay

252 00:11:23,519 --> 00:11:27,360 so step a reducing the data would be

253 00:11:26,100 --> 00:11:30,660 easier

254 00:11:27,360 --> 00:11:32,880 to interpret if the dates appear as what

255 00:11:30,660 --> 00:11:34,860 a normal group The Standard field value

256 00:11:32,880 --> 00:11:37,019 by quarters only

257 00:11:34,860 --> 00:11:39,120 okay so change the report layout so

258 00:11:37,019 --> 00:11:41,820 after that we'll take care of that so

259 00:11:39,120 --> 00:11:44,940 firstly we need to do group the start

260 00:11:41,820 --> 00:11:47,519 date fields by quarters only so started

261 00:11:44,940 --> 00:11:49,740 field click on here and then right click

262 00:11:47,519 --> 00:11:52,680 and then there must be group a year

263 00:11:49,740 --> 00:11:55,200 group and then it is saying Group by

264 00:11:52,680 --> 00:11:57,480 quarters only So currently it's month

265 00:11:55,200 --> 00:12:00,060 create click quarters the select month

266 00:11:57,480 --> 00:12:02,040 and then okay

267 00:12:00,060 --> 00:12:04,260 so after that this thing change the

268 00:12:02,040 --> 00:12:07,980 report layout to compact form to make

269 00:12:04,260 --> 00:12:10,560 the pivot table look less cluttered okay

270 00:12:07,980 --> 00:12:12,120 so for that good pivot table analyze

271 00:12:10,560 --> 00:12:15,839 let's see

272 00:12:12,120 --> 00:12:17,459 okay maybe it's in design yeah here is

273 00:12:15,839 --> 00:12:20,399 the layout and it was saying compact

274 00:12:17,459 --> 00:12:22,920 form okay

275 00:12:20,399 --> 00:12:25,260 so step 8 is done now step nine it is

276 00:12:22,920 --> 00:12:28,680 saying go to the sales flight sales by

277 00:12:25,260 --> 00:12:30,480 client worksheet here it is Nadia

278 00:12:28,680 --> 00:12:33,060 created a paper table named client

279 00:12:30,480 --> 00:12:35,459 people that list sales by client and

280 00:12:33,060 --> 00:12:37,440 state okay once you want to simplify the

281 00:12:35,459 --> 00:12:40,440 revertible by displaying the sales by

282 00:12:37,440 --> 00:12:44,339 client and reason manually group CT and

283 00:12:40,440 --> 00:12:49,160 z and NY column cell B3 E3 and GAP three

284 00:12:44,339 --> 00:12:53,459 okay so B3 oops B3

285 00:12:49,160 --> 00:12:56,339 E3 and then F3 select all these

286 00:12:53,459 --> 00:12:58,740 and then it is saying manually group so

287 00:12:56,339 --> 00:13:01,800 right click and then again group

288 00:12:58,740 --> 00:13:04,320 and then it is saying use North as the

289 00:13:01,800 --> 00:13:05,820 name of the group okay so it's group one

290 00:13:04,320 --> 00:13:08,600 we want

291 00:13:05,820 --> 00:13:08,600 North

292 00:13:09,420 --> 00:13:16,260 and then it is saying manually group GA

293 00:13:12,480 --> 00:13:19,680 and F L column level in Rover okay so G

294 00:13:16,260 --> 00:13:22,800 A and F L here is GA and then here is f

295 00:13:19,680 --> 00:13:25,800 l and then right click group

296 00:13:22,800 --> 00:13:28,980 okay and then it is saying South as the

297 00:13:25,800 --> 00:13:33,120 name So currently it's group two

298 00:13:28,980 --> 00:13:35,760 so this will be South okay

299 00:13:33,120 --> 00:13:38,040 yes now it is saying remove the State

300 00:13:35,760 --> 00:13:40,500 field from the column area

301 00:13:38,040 --> 00:13:43,560 okay and then rename the state to field

302 00:13:40,500 --> 00:13:46,079 to use the reason okay so let's take

303 00:13:43,560 --> 00:13:48,899 care of this is there first remove the

304 00:13:46,079 --> 00:13:50,579 State field from The Columns area Okay

305 00:13:48,899 --> 00:13:54,120 expand this oops

306 00:13:50,579 --> 00:13:56,339 and then click here double click

307 00:13:54,120 --> 00:13:59,220 Okay click here and then we would

308 00:13:56,339 --> 00:14:01,800 analyze and then fill list and then this

309 00:13:59,220 --> 00:14:04,320 this section will appear and then it was

310 00:14:01,800 --> 00:14:05,339 saying delete State field from column

311 00:14:04,320 --> 00:14:07,700 stable

312 00:14:05,339 --> 00:14:10,860 it was a state or state two

313 00:14:07,700 --> 00:14:13,380 yeah it was saying the State field okay

314 00:14:10,860 --> 00:14:16,320 so here's the state and then remove

315 00:14:13,380 --> 00:14:18,899 field and that is saying rename state to

316 00:14:16,320 --> 00:14:21,660 to use reason Okay click on this drop

317 00:14:18,899 --> 00:14:27,060 down and then field setting

318 00:14:21,660 --> 00:14:29,279 and then it will get reason now hit OK

319 00:14:27,060 --> 00:14:33,060 so after that is saying sort the South

320 00:14:29,279 --> 00:14:35,880 value in ascending order to least cross

321 00:14:33,060 --> 00:14:38,040 the north sales amount in column B

322 00:14:35,880 --> 00:14:39,300 followed by South Sale amount in column

323 00:14:38,040 --> 00:14:42,600 C

324 00:14:39,300 --> 00:14:46,079 so cancel this section now it is saying

325 00:14:42,600 --> 00:14:48,480 sort this value of South

326 00:14:46,079 --> 00:14:52,320 in ascending order okay

327 00:14:48,480 --> 00:14:54,360 so for that expand this go to home and

328 00:14:52,320 --> 00:14:59,060 then here is sort and filter

329 00:14:54,360 --> 00:15:02,100 and then sort smallest to largest okay

330 00:14:59,060 --> 00:15:04,680 let's see in the interesting area B

331 00:15:02,100 --> 00:15:08,940 followed by South in column C okay

332 00:15:04,680 --> 00:15:11,100 yes now hide the field header to further

333 00:15:08,940 --> 00:15:14,279 streamline the layout okay so I'm going

334 00:15:11,100 --> 00:15:16,680 to add this field header so for that go

335 00:15:14,279 --> 00:15:19,320 to pivot table analyze and then here is

336 00:15:16,680 --> 00:15:22,019 field field header selected now click

337 00:15:19,320 --> 00:15:24,320 here to deselect okay

338 00:15:22,019 --> 00:15:24,320 foreign

339 00:15:24,860 --> 00:15:33,199 go to the sales by service worksheet

340 00:15:27,959 --> 00:15:33,199 oops so sales by service

341 00:15:33,420 --> 00:15:36,779 so if you if you don't understand

342 00:15:34,980 --> 00:15:39,060 anything in this

343 00:15:36,779 --> 00:15:40,500 video then may feel free to comment down

344 00:15:39,060 --> 00:15:43,440 I will

345 00:15:40,500 --> 00:15:45,600 I'll try my best to make you understand

346 00:15:43,440 --> 00:15:47,639 okay step 10 it is saying go to the

347 00:15:45,600 --> 00:15:49,980 sales by service or six so we are on the

348 00:15:47,639 --> 00:15:52,139 same worksheet which contains okay that

349 00:15:49,980 --> 00:15:54,779 compare and annual sale for providing

350 00:15:52,139 --> 00:15:56,760 Nadia wants to know the difference and

351 00:15:54,779 --> 00:15:59,639 the percentage of difference between the

352 00:15:56,760 --> 00:16:01,620 quarter four and quarter one sales and

353 00:15:59,639 --> 00:16:04,019 display the average total sale for each

354 00:16:01,620 --> 00:16:07,279 service okay so it is saying insert a

355 00:16:04,019 --> 00:16:10,680 calculated field name difference

356 00:16:07,279 --> 00:16:13,740 okay that subtracts quarter one field

357 00:16:10,680 --> 00:16:16,339 amount from quarter four field amount

358 00:16:13,740 --> 00:16:19,440 okay so it is saying insult of

359 00:16:16,339 --> 00:16:21,420 calculated field name different

360 00:16:19,440 --> 00:16:23,579 now we need to insert one more column

361 00:16:21,420 --> 00:16:26,220 here so normally what we would do is

362 00:16:23,579 --> 00:16:29,459 right click and then insert but this is

363 00:16:26,220 --> 00:16:31,980 pivot table so we can do this way

364 00:16:29,459 --> 00:16:34,320 we can do it there by that way so for

365 00:16:31,980 --> 00:16:37,920 that click on debut table and then go to

366 00:16:34,320 --> 00:16:39,839 pivot table analyze Tab and then fails

367 00:16:37,920 --> 00:16:42,180 item and set stuff down and then

368 00:16:39,839 --> 00:16:44,399 calculator field

369 00:16:42,180 --> 00:16:46,980 okay let's see other instruction

370 00:16:44,399 --> 00:16:50,160 so it is saying

371 00:16:46,980 --> 00:16:52,199 display okay insert this name different

372 00:16:50,160 --> 00:16:55,220 so name will be different

373 00:16:52,199 --> 00:16:57,839 again repeat that

374 00:16:55,220 --> 00:17:01,740 calculation and then here in calculated

375 00:16:57,839 --> 00:17:04,319 field so name will be difference

376 00:17:01,740 --> 00:17:06,419 okay that subtracts the quarter one

377 00:17:04,319 --> 00:17:07,559 field amount from quarter four field

378 00:17:06,419 --> 00:17:11,400 amount

379 00:17:07,559 --> 00:17:13,380 okay in Formula so quarter quarter one

380 00:17:11,400 --> 00:17:15,500 field amount so for that we can do like

381 00:17:13,380 --> 00:17:19,020 this quarter one

382 00:17:15,500 --> 00:17:20,939 so where to manually type so here is the

383 00:17:19,020 --> 00:17:25,559 quarter one so we need to enter exactly

384 00:17:20,939 --> 00:17:26,819 this this text so Q TR and then one it's

385 00:17:25,559 --> 00:17:29,400 mentioned here

386 00:17:26,819 --> 00:17:32,280 and then difference

387 00:17:29,400 --> 00:17:34,679 so let's read it again it is saying that

388 00:17:32,280 --> 00:17:36,840 subtracts quarter one field M1 from

389 00:17:34,679 --> 00:17:39,360 quarter four even so for that we're

390 00:17:36,840 --> 00:17:40,380 going to enter quarter four first and

391 00:17:39,360 --> 00:17:43,500 then

392 00:17:40,380 --> 00:17:46,620 Q T are movement

393 00:17:43,500 --> 00:17:49,320 and then okay all right so this is added

394 00:17:46,620 --> 00:17:52,140 and it is saying in cell e to use this

395 00:17:49,320 --> 00:17:54,120 as the column label so we need to rename

396 00:17:52,140 --> 00:17:56,880 that okay

397 00:17:54,120 --> 00:17:58,740 so oops copy it

398 00:17:56,880 --> 00:18:01,140 and then go here

399 00:17:58,740 --> 00:18:04,740 and then paste it

400 00:18:01,140 --> 00:18:07,260 so delete this and then enter okay

401 00:18:04,740 --> 00:18:09,360 now Step 11 it is saying insert another

402 00:18:07,260 --> 00:18:11,940 calculator Field named parts and

403 00:18:09,360 --> 00:18:14,880 difference okay so the name will be

404 00:18:11,940 --> 00:18:16,980 percent difference that subtracts the

405 00:18:14,880 --> 00:18:19,440 quarter one field amount from the

406 00:18:16,980 --> 00:18:22,440 quarter four and then divides the result

407 00:18:19,440 --> 00:18:24,539 for by quarter one okay

408 00:18:22,440 --> 00:18:27,419 so same thing go to this tab you got

409 00:18:24,539 --> 00:18:30,120 table analyze and the calculation Fields

410 00:18:27,419 --> 00:18:32,340 item at sets and then calculated field

411 00:18:30,120 --> 00:18:35,220 and then in this case the name will be

412 00:18:32,340 --> 00:18:36,720 percent difference and then formula will

413 00:18:35,220 --> 00:18:39,480 be

414 00:18:36,720 --> 00:18:42,179 okay subtract this from quarter Force so

415 00:18:39,480 --> 00:18:44,100 quarter four will be fast so we need to

416 00:18:42,179 --> 00:18:47,280 interpreter 4 as

417 00:18:44,100 --> 00:18:48,539 let's see a q t r it's mentioned here

418 00:18:47,280 --> 00:18:51,980 qtr

419 00:18:48,539 --> 00:18:55,799 4 and then

420 00:18:51,980 --> 00:18:59,900 Oops I did this okay

421 00:18:55,799 --> 00:19:04,740 so this so qtr4

422 00:18:59,900 --> 00:19:07,440 subtract qtr one and then I'll drag it

423 00:19:04,740 --> 00:19:10,860 in parenthesis

424 00:19:07,440 --> 00:19:14,160 and then it is saying divide by

425 00:19:10,860 --> 00:19:18,780 okay let's see divide by

426 00:19:14,160 --> 00:19:21,260 quarter one so qtr and then one and then

427 00:19:18,780 --> 00:19:24,059 hit okay all right

428 00:19:21,260 --> 00:19:27,120 now it is saying change the number

429 00:19:24,059 --> 00:19:28,440 format of these two percentage with two

430 00:19:27,120 --> 00:19:31,500 decimal places

431 00:19:28,440 --> 00:19:34,260 so select all this value

432 00:19:31,500 --> 00:19:37,140 and then go to home

433 00:19:34,260 --> 00:19:38,400 and then here is number and then click

434 00:19:37,140 --> 00:19:42,299 on this

435 00:19:38,400 --> 00:19:45,200 and then percent and they do decimal

436 00:19:42,299 --> 00:19:48,720 places and then hit OK

437 00:19:45,200 --> 00:19:51,380 alrighty so this will be our name of the

438 00:19:48,720 --> 00:19:51,380 column oops

439 00:19:51,600 --> 00:19:55,320 copy this

440 00:19:52,919 --> 00:19:58,200 and then click here

441 00:19:55,320 --> 00:20:00,179 and then paste it

442 00:19:58,200 --> 00:20:03,660 okay

443 00:20:00,179 --> 00:20:05,760 so step 12 it is saying add the total

444 00:20:03,660 --> 00:20:06,960 sales field to the value area of the

445 00:20:05,760 --> 00:20:09,720 pivot table

446 00:20:06,960 --> 00:20:13,020 making it the last field in the value

447 00:20:09,720 --> 00:20:15,600 area Okay use the average calculation to

448 00:20:13,020 --> 00:20:18,419 summarize okay so it is saying add total

449 00:20:15,600 --> 00:20:20,880 sales okay so for that we again

450 00:20:18,419 --> 00:20:24,600 need to maximize and then pivot table

451 00:20:20,880 --> 00:20:26,640 analyze and then fill list and then it

452 00:20:24,600 --> 00:20:31,140 was saying total sales

453 00:20:26,640 --> 00:20:33,080 so add these total sales to Value field

454 00:20:31,140 --> 00:20:36,419 okay

455 00:20:33,080 --> 00:20:38,280 now it is saying value area use the

456 00:20:36,419 --> 00:20:39,419 average calculation to summarize the

457 00:20:38,280 --> 00:20:42,840 total sales

458 00:20:39,419 --> 00:20:45,299 okay so it wants average so click here

459 00:20:42,840 --> 00:20:49,200 fuel value setting and then instead of

460 00:20:45,299 --> 00:20:51,120 song click on address and then okay

461 00:20:49,200 --> 00:20:54,000 now it is saying move the annual field

462 00:20:51,120 --> 00:20:56,039 so that it is listed as the last field

463 00:20:54,000 --> 00:20:59,520 in the value area

464 00:20:56,039 --> 00:21:01,620 okay so it also want and you'll feel

465 00:20:59,520 --> 00:21:04,940 let's see

466 00:21:01,620 --> 00:21:04,940 where is annual field

467 00:21:05,039 --> 00:21:10,380 it must be yeah annual field and then

468 00:21:08,340 --> 00:21:12,840 drag it to the last

469 00:21:10,380 --> 00:21:15,660 okay so finally step it is saying the

470 00:21:12,840 --> 00:21:18,179 idea also want to display details about

471 00:21:15,660 --> 00:21:20,880 the two services with the highest total

472 00:21:18,179 --> 00:21:23,760 sale apply a value filter to the service

473 00:21:20,880 --> 00:21:27,360 field that display the top two item by

474 00:21:23,760 --> 00:21:30,059 annual sales amount okay so value filter

475 00:21:27,360 --> 00:21:33,179 to the service field so here is our

476 00:21:30,059 --> 00:21:36,240 service field let's see so this is not

477 00:21:33,179 --> 00:21:38,640 here so let's see service field and then

478 00:21:36,240 --> 00:21:42,120 click on this drop down and then label

479 00:21:38,640 --> 00:21:43,980 filter value filter its value filter and

480 00:21:42,120 --> 00:21:45,380 then it is saying

481 00:21:43,980 --> 00:21:50,039 okay

482 00:21:45,380 --> 00:21:51,539 so top two items so select top 10 and

483 00:21:50,039 --> 00:21:54,000 then edit it

484 00:21:51,539 --> 00:21:57,600 top two

485 00:21:54,000 --> 00:22:00,419 and then items and then buy annual sales

486 00:21:57,600 --> 00:22:01,980 so here's the annual sale and then click

487 00:22:00,419 --> 00:22:05,220 on total

488 00:22:01,980 --> 00:22:10,159 so this is it let's check our result

489 00:22:05,220 --> 00:22:10,159 okay so sales report worksheet

490 00:22:10,400 --> 00:22:16,260 okay this is good

491 00:22:12,840 --> 00:22:17,760 and then sales by category worksheet

492 00:22:16,260 --> 00:22:20,480 oops

493 00:22:17,760 --> 00:22:20,480 cancel this

494 00:22:20,520 --> 00:22:26,460 okay this is also good and then sales by

495 00:22:24,900 --> 00:22:29,100 client

496 00:22:26,460 --> 00:22:32,039 let's see this is also good and then

497 00:22:29,100 --> 00:22:34,620 sales by service our final one

498 00:22:32,039 --> 00:22:36,480 okay this is also good all right thank

499 00:22:34,620 --> 00:22:38,220 you make sure to subscribe and then if

500 00:22:36,480 --> 00:22:39,960 you don't understand anything please

501 00:22:38,220 --> 00:22:42,380 feel free to comment I will make sure to

502 00:22:39,960 --> 00:22:42,380 reply

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