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The document outlines steps for creating various PivotTables and charts to analyze sales and profit data. It includes instructions for preparing month-wise and region-wise sales data, identifying the top 5 products by sales, and adding slicers for filtering. Additionally, it provides guidance on arranging a dashboard layout with titles and charts.

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gautammishraa29
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3 views3 pages

Source Code

The document outlines steps for creating various PivotTables and charts to analyze sales and profit data. It includes instructions for preparing month-wise and region-wise sales data, identifying the top 5 products by sales, and adding slicers for filtering. Additionally, it provides guidance on arranging a dashboard layout with titles and charts.

Uploaded by

gautammishraa29
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

SOURCE CODE

1. Data Preparation

Create a PivotTable for Sales and Profit (Month-Wise):

1. Select your dataset.

2. Insert a PivotTable:

• Rows: Months

• Values: Sum of Sales, Sum of Profit

Create a PivotTable for Sales (Region-Wise):

1. Select your dataset.

2. Insert another PivotTable:

• Rows: Region

• Values: Sum of Sales

2. Top 5 Products by Sales

Create a PivotTable:

1. Insert a PivotTable:

• Rows: Product Name

• Values: Sum of Sales

2. Sort the table by Sum of Sales (descending).

3. Apply a Top 10 Filter:

• Right-click a product name, select Filter > Top 10.

• Choose Top 5 by Sum of Sales.


3. Slicers

1. Insert a Slicer:

• Go to the PivotTable Tools menu.

• Select Insert Slicer and choose Product Category.

2. Connect the Slicer to multiple PivotTables:

• Right-click the Slicer, choose Report Connections, and select all related PivotTables.

4. Charts

Month-Wise Sales and Profit Chart:

1. Select the month-wise PivotTable.

2. Insert a Clustered Column Chart.

3. Customize the chart title to “Month-Wise Sales and Profit.”

Region-Wise Sales Chart:

1. Select the region-wise PivotTable.

2. Insert a Clustered Column Chart.

3. Title it “Region-Wise Sales.”

Top 5 Products Chart:

1. Use the top 5 PivotTable.

2. Insert a Bar Chart.

3. Title it “Top 5 Products by Sales.”


5. Dashboard Layout

1. Title: Add a large, centered title using a Text Box.

2. Slicer:

• Add slicers for additional filters like Region, Month, Shipmode

3. Charts:

• Arrange the charts (Month-Wise, Region-Wise, Top 5 Products) in a grid layout.

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