Pivot Tables

You will need to create Pivot Tables and save each Pivot Table to answer the

questions. Please follow the directions below to name each of the Pivot Table sheets

you create. You will place the answers to each of the questions on the Answer sheet

within the database. Create all your pivot tables based on the worksheet named SalesData.

CIS250 – Advanced Excel
Case Study 2
Due Date: 11:59 pm EST Sunday of Unit 4
Points: 100
Overview:
In this case study, you have been provided with a spreadsheet with a large amount of
sales data for a company. The data is not well organized. You have been tasked with
figuring out the answers to a number of questions your manager needs to know based
on this large dataset of sales data.
Instructions:
You will need to create Pivot Tables and save each Pivot Table to answer the
questions. Please follow the directions below to name each of the Pivot Table sheets
you create. You will place the answers to each of the questions on the Answer sheet
within the database. Create all your pivot tables based on the worksheet named
SalesData.
 Open case_study2_Pivot_Tables.xlsx and rename the file to
case_study2_LastFirstName.xlsx (use your own first and last name).
Question 1: Which Region has the highest Total Profit?
Question 2: Which Region has the lowest Total Profit?
1. For questions 1 and 2, create a Pivot Table and place it on a new worksheet to
answer questions 1 and 2.
2. Name the worksheet Total Profit.
3. Format profit as Currency.
4. Type in or copy and paste your answers on the Answer Column on the Answers
worksheet.
Question 3: What the total profit for the Asia Region?
Question 4: Which country within the Asia Region has the lowest total profit?
1. For questions 3 and 4, create a Pivot Table and place it on a new worksheet to
answer questions 3 and 4. NOTE – You should use a filter to figure out this
answer.
2. Name the worksheet Total Profit-Asia.
3. Format profit as Currency.
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4. Type in or copy and paste your answers on the Answer Column on the Answers
worksheet.
Question 5: Which Item Type has the largest total Unit Cost in 2015?
Question 6: What was the total cost of that item type?
1. For questions 5 and 6, create a Pivot Table and place it on a new worksheet to
answer questions 5 and 6.
NOTE: You need to add one of the date fields. When you add a date field to a
pivot table, it will automatically group the dates. You will want to use only the
Year Field to answer this question. You do not have to filter, but it will make
answering the question easier.
2. Name the worksheet Item Type-Cost.
3. Format cost as Currency.
4. Type in or copy and paste your answers on the Answer Column on the Answers
worksheet.
Question 7: How many total orders were through the Offline sales channel?
Question 8: How many total orders were through the Online sales channel?
1. For questions 7 and 8, create a Pivot Table and place it on a new worksheet to
answer questions 7 and 8.
2. Name the worksheet Count-SalesChannel.
3. Type in or copy and paste your answers on the Answer Column on the Answers
worksheet.
Question 9: Which Item Type sold the most units in the Europe Region in 2015?
Question 10: Which Item Type sold the most units in the Asia and Sub-Saharan
Regions for the years 2016 and 2017?
1. For questions 9 and 10, create a Pivot Table and place it on a new worksheet to
answer questions 9 and 10.
2. Name the worksheet Count-RegionYear.
3. You may need to change the Value field to Count.
4. You will need to add a slicer for the Region and Year to get your answer.
5. Type in or copy and paste your answers on the Answer Column on the Answers
worksheet.
Question 11: Which Item Type had the largest % of the grand total Units Sold in
all Regions?
Question 12: What is the percent value from Question 11?
Question 13: Which Item Type had the largest % of the grand total Units Sold in
the Central America and the Caribbean Region?
Question 14: What is the percent value from Question 14?
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1. For questions 11, 12, 13 and 14, create a Pivot Table and place it on a new
worksheet to answer questions 11, 12, 13 and 14.
NOTE: You need to change the values field to Show Values as to show the % of
Grand Total. You will need to filter for the Region in order to answer question 13
and 14.
2. Name the worksheet %Count-Region.
3. Type in or copy and paste your answers on the Answer Column on the Answers
worksheet.
Save and close the file.
Requirements:

Submit the completed case_study2_LastFirstName.xlsx Excel file.
Be sure to read the criteria below by which your work will be evaluated.
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Evaluation Rubric for Case Study 2 Assignment
CRITERIA
Save as case_study2_ LastFirstName
Worksheet with name Total Profit Present
Answer to Question 1 Correct
Answer to Question 2 Correct
Values formatted to Currency
Worksheet with name Total Profit-Asia Present
Answer to Question 3 Correct
Answer to Question 4 Correct
Values formatted to Currency
Worksheet with name Item Type-Cost Present
Answer to Question 5 Correct
Answer to Question 6 Correct
Values formatted to Currency
Worksheet with name Count-SalesChannel Present
Answer to Question 7 Correct
Answer to Question 8 Correct
Worksheet with name Count-RegionYear Present
Answer to Question 9 Correct
Answer to Question 10 Correct
Two Slicers added to sheet
Worksheet with name %Count-Region Present
Answer to Question 11 Correct
Answer to Question 12 Correct
Answer to Question 13 Correct
Answer to Question 14 Correct
Values changed to % of Grand Total
POINTS
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1
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4
1
5
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4
1
5
5
4
1
5
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2
5
5
5
1
5
5
5
5
5
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