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,
but she wants to simplify the PivotTable by displaying the sales by
client and region. Manually group the CT, NJ, and NY column labels
(cells B3, E3, and F3). Use North as the name of the group.
Manually group the GA and FL column labels in row 4 and use South
as the name of the group. Remove the State field from the Columns
area. 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 Quarter 1, Quarter
4, and Annual sales for each service provided in 2021. Nadia wants
to know the difference and the percentage of difference between the
Quarter 4 and Quarter 1 sales and display the average total sales
for each service. Insert a calculated field named Difference that
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.
[Mac hint - Sort the filter by Descending.]
8. Go to the Sales by Category worksheet. Nadia has created a PivotTable named CategoryPivot to list the sales by busine
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