Module 11: End of Module Project 1
Description
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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