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This 0 page Class Notes was uploaded by Edward Wuckert I on Sunday November 1, 2015. The Class Notes belongs to BUS at Indiana University taught by Aaron Perry in Fall. Since its upload, it has received 12 views. For similar materials see /class/233445/bus-indiana-university in Business at Indiana University.
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Date Created: 11/01/15
Pivot Table Settings and Field Calculations 1 N 9 01quot gt1 00 0 O N 0 4 HH men gt1 00 O N N H 0 Set up a dataset that is appropriate for a Pivot table Use the eld names quotSalespersonquot and quotCountryquot De ne your data set as a Table Name the Table quotSalesquot Create a pivot table based on the data in the Data worksheet The PivotTableImage worksheet contains an image of the complete pivot table Place Country as a Report Filter Salesperson as a Row Label and Order Amount as a Value Name the worksheet quotPivotquot Show the pivot table in Outline Form Design tab Report Layout dropdown Add the Order Date eld to the left of Salesperson Group order dates by quarter Rename the Order Date eld to Qtr Pivot the report to compare individual performance from quarter to quarter Move Order Date to the right ofSalesperson Format the Order Amount as currency Pivot the report back to the original view Move Order Date to the left of Salesperson Rename quotSum of Order Amountquot to quotAll Ordersquot Change the sort order so that names are listed in descending order by the dollar amount sold a Rightclick on an All Orders value Select sort b Sort Largest to Smallest Peacock should be rst Leverling should be next Go to the Data worksheet Find the amount 18840 Change it to 1118840 Since pivot tables work off of a cache you need to refresh the pivot table Using a drilldown place all the records that make up the total of 4108853 for Peacock in Quarter 1 on a new worksheet named quotPeacockQuarter39i Place Order Amount again to the Values area Summarize this eld by using Count The count shows the number of sales each salesperson had in each quarter Format as Number with no decimal places Rename the eld to Order Format the report by choking on Design tab Choose an appropriate style Add a eld to show percentage of total a Or er Amount again into the Values area b Make sure that it is summarized by Sum and then show the data as a percentage of the total Each order amount is now displayed as a percentage of the total amount 0 Change the eld heading from to Order Salespersons get a bonus each quarter if they perform well Add a calculated eld Click in the Values area of the pivot table Select the Options tab and then the Formulas op own Click Calculated Field In the Name box type in SalesPersonBonus In the Formula box type IF In the Fields list click Order Amount and then click Insert Field Type the rest of the formula gt25000107 Format it as percentage b c d e f In the Pivot table rename the eld to Bonus Look at the total row for Davolio Notice in the Bonus column that has a 10 bonus We want the bonus to apply only for quarter sales Excel is computing the 10 based on the All Orders total To avoid confusion the subtotals should be turned off Rightclick on Peacock Unselect quotSubtotal Salespersonquot Determine the bonus amounts in a calculated eld call SalesPersonBonus for each salesperson by multiplying the Order Amount by the Bonus Format as needed Rename the eld to Bonus Pivot your data to compare each salesperson s bonus amount by quarter
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