Excel 2016 Module 12 Sam Project 1a Illustrated

Illustratedexcel 2016 Module 12 Sam Project 1aillustrated Excel 201

Analyze and visualize sales data from The Spice Market using Excel PivotTables and PivotCharts. Your tasks include creating, formatting, and modifying PivotTables based on the Orders, Products, Monthly Sales, Region, Discounted Price, and Product Pricing worksheets. You will also add data, update sources, filter data with slicers, and use functions like GETPIVOTDATA. Final deliverables include working PivotTables and PivotCharts that provide insights into customer orders, regional sales, product performance, and monthly trends, formatted according to specifications.

Paper For Above instruction

In this comprehensive analysis, we aim to utilize Excel 2016 tools, specifically PivotTables and PivotCharts, to extract meaningful insights from The Spice Market's sales data. This project involves creating dynamic reports that facilitate the understanding of customer preferences, regional sales performance, product pricing, discounts, and overall sales trends over time. The primary goal is to develop user-friendly, visually appealing, and accurate data summaries that support business decision-making.

First, the initial step is to prepare and set up the workbook by opening the provided file, renaming it appropriately, and ensuring the user's name appears on the Documentation sheet. Accurate setup is vital to ensure all subsequent operations reflect the correct dataset.

Next, focusing on the Orders worksheet, the task is to create a robust PivotTable. This table will analyze customer orders by listing customers in the rows and products in the columns, with total sales in the values area. The table's formatting should adhere to the 'Medium 10' style, and the sum of total prices should be formatted using the Accounting format with zero decimal places and dollar signs. This enables a clear overview of which customers purchase specific products and the corresponding revenue generation.

Subsequently, a new record is added to the Orders table, including a specific order for 'SP9' with 40 units of 'Grill Set' at $19.75 per unit, and a 2.5% discount, to keep the dataset current for analysis. After updating, the Products worksheet's data source is refreshed, ensuring that visualizations stay consistent with the latest data. The Products PivotTable is then customized to improve readability: headers are turned off, layout is set to Compact Form, grand totals are hidden, and all subtotals are positioned at the top. Additionally, the average discount per product is calculated by changing the value field to average, formatting as a percentage with one decimal place, and renaming the column to 'Average Discount.' The discounted prices are also formatted as currency with two decimal places for clarity.

Moving on, the Monthly Sales worksheet involves creating a Clustered Column PivotChart based on an existing PivotTable. The chart is positioned and resized precisely, titled 'Sales by Month,' providing a visual trend of sales over time, allowing quick identification of monthly performance patterns. The chart's position is carefully adjusted to fit within a specified range for optimal viewing.

In the Region PivotChart worksheet, the focus is on regional sales comparison. The chart filter is adjusted from a default (e.g., March) to display data for all months, providing a broader understanding of regional sales distributions and trends.

On the Discounted Price worksheet, the analysis is refined by rearranging fields so that data is grouped first by Customer, then by Order Number, emphasizing customer-specific order performance. Additional filters are applied: the PivotTable is filtered to show only orders from the Midwest region in June and August using slicers. The slicers are positioned precisely, with the Date slicer placed below the Region slicer, allowing interactive filtering of data to focus on specific months and regions. This enables detailed analysis of high-demand months in targeted regions.

The Product Pricing worksheet aims to compare unit prices with average discounted prices for each product and customer. The PivotTable is sorted from most to least ordered products based on sum of quantities, then a new field—Discounted Price—is added, with its values set to average and formatted as currency. This comparison reveals which products command higher prices relative to their average discounted prices, offering insights into pricing strategies and product demand.

Finally, back on the Orders worksheet, the GETPIVOTDATA function is used in cell M9 to extract specific quantity data from the Monthly Sales PivotTable. The formula pulls the total quantity for the Southwest region and also the overall grand total for the Southwest, utilizing absolute references and specific field-item arguments. This automation allows real-time updates of key metrics based on data changes, enhancing report accuracy and usability.

After completing all tasks—creating, formatting, displaying, and filtering PivotTables and PivotCharts, adding data, and implementing functions—the workbook is saved, closed, and ready for submission as per SAM project requirements. These steps culminate in a comprehensive, dynamic sales analysis workbook that provides actionable insights into The Spice Market’s regional and product performance, supporting strategic decision-making in sales and marketing.

References

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