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mes
d Fields
ecords
s (fields)
ecords)
olumns and/or Excel’s column headers (A, B…) and/or
…) must separate the Excel List from other data
ard shortcut for select table is: Ctrl + * (astrix on number pad)
Ctrl + PageDown / PageUp moves through worksheets
Date CustomerCity Sales COGS
8/12/2008 Toyota City23 20,217.30 18,397.74
7/19/2010 GM City03 32,557.81 30,278.76
2/9/2008 Toyota City17 20,796.04 14,557.23
9/6/2008 Subaru City01 21,729.09 19,447.54 Before you use Excel’s Data Analysis Tools: the dat
6/22/2009 Ford City01 27,274.02 24,001.14 Excel “List” or “Table” or “Database” Format.
3/9/2009 Toyota City12 25,254.23 22,981.35 Really, this “Format” is “How the data is setup in y
10/9/2010 Toyota City23 17,126.37 15,585.00
11/9/2010 GM City03 27,204.91 25,300.57 The Rules for this “Format’ or “Setup” are:
5/30/2010 Ford City12 16,415.22 14,937.85 First row has field names with formatting that is
10/29/2009 Toyota City07 29,953.89 26,958.50 of the data
5/15/2009 Mazda City19 31,602.34 28,442.11 No blank field names
Columns are called Fields
3/28/2010 Honda City04 40,818.31 34,695.56 Rows are called records
9/19/2008 Toyota City06 19,679.56 12,791.71 No blank columns (fields)
3/2/2010 Toyota City13 17,659.49 16,070.14 No blank rows (records)
Blank rows and columns and/or Excel’s column he
4/23/2010 Honda City09 22,001.86 19,361.64 row headers (1; 2…) must separate the Excel List f
11/12/2009 Honda City02 26,235.72 23,087.43
9/24/2010 Toyota City16 25,710.57 16,711.87
1/8/2008 Audi City01 28,373.37 24,826.70
1/14/2008 Toyota City12 25,489.66 16,568.28
xcel’s Data Analysis Tools: the data must be in proper
able” or “Database” Format.
ames
ed Fields
ecords
s (fields)
ecords)
olumns and/or Excel’s column headers (A, B…) and/or
2…) must separate the Excel List from other data
Date CarType CustomerCity Sales COGS
8/12/2008 Toyota City23 20,217.30 18,397.74
7/19/2010 GM City03 32,557.81 30,278.76
2/9/2008 Toyota City17 20,796.04 14,557.23
9/6/2008 Subaru City01 21,729.09 19,447.54 Before you use Excel’s Data Analysis Too
6/22/2009 Ford City01 27,274.02 24,001.14 Excel “List” or “Table” or “Database” For
3/9/2009 Toyota City12 25,254.23 22,981.35 Really, this “Format” is “How the data is
10/9/2010 Toyota City23 17,126.37 15,585.00
11/9/2010 GM City03 27,204.91 25,300.57 The Rules for this “Format’ or “Setup” a
5/30/2010 Ford 16,415.22 14,937.85 First row has field names with formattin
10/29/2009 Toyota City07 29,953.89 26,958.50 the data
5/15/2009 Mazda City19 31,602.34 28,442.11 No blank field names
Columns are called Fields
3/28/2010 City04 40,818.31 34,695.56 Rows are called records
9/19/2008 Toyota City06 19,679.56 12,791.71 No blank columns (fields)
3/2/2010 Toyota City13 17,659.49 16,070.14 No blank rows (records)
Blank rows and columns and/or Excel’s c
4/23/2010 Honda City09 22,001.86 19,361.64 row headers (1; 2…) must separate the E
11/12/2009 Honda City02 26,235.72 23,087.43
9/24/2010 Toyota City16 25,710.57 16,711.87
1/8/2008 Audi City01 28,373.37 24,826.70
1/14/2008 Toyota City12 25,489.66 16,568.28
ore you use Excel’s Data Analysis Tools: the data must be in proper
el “List” or “Table” or “Database” Format.
t row has field names with formatting that is different from the rest of
data
blank field names
umns are called Fields
ws are called records
blank columns (fields)
blank rows (records)
nk rows and columns and/or Excel’s column headers (A, B…) and/or
headers (1; 2…) must separate the Excel List from other data
Date CarType CustomerCity Sales COGS
8/12/2008 Toyota City23 20,217.30 18,397.74
7/19/2010 GM City03 32,557.81 30,278.76
2/9/2008 Toyota City17 20,796.04 14,557.23
9/6/2008 Subaru City01 21,729.09 19,447.54
Before you use Excel’s Data Analysis Tools: the data
6/22/2009 Ford City01 27,274.02 24,001.14 Excel “List” or “Table” or “Database” Format.
3/9/2009 Toyota City12 25,254.23 22,981.35
Really, this “Format” is “How the data is setup in yo
10/9/2010 Toyota City23 17,126.37 15,585.00 The Rules for this “Format’ or “Setup” are:
11/9/2010 GM City03 27,204.91 25,300.57
5/30/2010 Ford City12 16,415.22 14,937.85 First row has field names with formatting that is diff
the data
10/29/2009 Toyota City07 29,953.89 26,958.50 No blank field names
5/15/2009 Mazda City19 31,602.34 28,442.11 Columns are called Fields
3/28/2010 Honda City04 40,818.31 34,695.56 Rows are called records
No blank columns (fields)
9/19/2008 Toyota City06 19,679.56 12,791.71 No blank rows (records)
3/2/2010 Toyota City13 17,659.49 16,070.14 Blank rows and columns and/or Excel’s column hea
row headers (1; 2…) must separate the Excel List fro
4/23/2010 Honda City09 22,001.86 19,361.64
11/12/2009 Honda City02 26,235.72 23,087.43
9/24/2010 Toyota City16 25,710.57 16,711.87
1/8/2008 Audi City01 28,373.37 24,826.70
1/14/2008 Toyota City12 25,489.66 16,568.28
xcel’s Data Analysis Tools: the data must be in proper
able” or “Database” Format.
mes
ed Fields
ecords
s (fields)
ecords)
olumns and/or Excel’s column headers (A, B…) and/or
2…) must separate the Excel List from other data
Date CarType CustomerCity Sales COGS
8/12/2008 Toyota City23 20,217.30 18,397.74
7/19/2010 GM City03 32,557.81 30,278.76 Note: This transaction was voided
2/9/2008 Toyota City17 20,796.04 14,557.23
9/6/2008 Subaru City01 21,729.09 19,447.54
6/22/2009 Ford City01 27,274.02 24,001.14
3/9/2009 Toyota City12 25,254.23 22,981.35
10/9/2010 Toyota City23 17,126.37 15,585.00
Before you use Excel’s Data Analysis
11/9/2010 GM City03 27,204.91 25,300.57 Excel “List” or “Table” or “Database”
5/30/2010 Ford City12 16,415.22 14,937.85
10/29/2009 Toyota City07 29,953.89 26,958.50 Really, this “Format” is “How the dat
5/15/2009 Mazda City19 31,602.34 28,442.11 The Rules for this “Format’ or “Setup
3/28/2010 Honda City04 40,818.31 34,695.56
9/19/2008 Toyota City06 19,679.56 12,791.71 First row has field names with forma
the data
3/2/2010 Toyota City13 17,659.49 16,070.14 No blank field names
4/23/2010 Honda City09 22,001.86 19,361.64 Columns are called Fields
11/12/2009 Honda City02 26,235.72 23,087.43 Rows are called records
No blank columns (fields)
9/24/2010 Toyota City16 25,710.57 16,711.87 No blank rows (records)
1/8/2008 Audi City01 28,373.37 24,826.70 Blank rows and columns and/or Exc
row headers (1; 2…) must separate
1/14/2008 Toyota City12 25,489.66 16,568.28
Total 476,099.76
s transaction was voided
re you use Excel’s Data Analysis Tools: the data must be in proper
“List” or “Table” or “Database” Format.
row has field names with formatting that is different from the rest of
ata
lank field names
mns are called Fields
s are called records
lank columns (fields)
lank rows (records)
k rows and columns and/or Excel’s column headers (A, B…) and/or
headers (1; 2…) must separate the Excel List from other data
Total COGS
3440814.49
Date CarType CustomerCity Sales COGS Total
8/12/2008 Toyota City23 20217.3 18397.74 4030108
7/19/2010 GM City03 32557.81 30278.76 Total
Column Ranges become dynamic and will include new records that are added at the
bottom. This means that formulas, charts and PivotTables will automatically update
1 when new records are added.
2 Column Headers (Field Names) have drop down arrows that allow Sorting and Filtering
New database like "Table Nomenclature" can be used in formulas. See this video for
3 more on this topic:
4 Tables are automatically Formatted
To add atable syle go to the Home Ribbon, Styles, Format as Table, New Table Style.
5 Then to add it as the default, right-click and "Set As Default"
Go to Table Tools Design Ribbon to change Table Name. Name is saved in "Name
6 Manager" (Ctrl + F3)
7 Right-click table to convert back to a range.
nges)
2003: Ctrl + L
features occur:
To use the Sort Button, click in one cell in the field you want to sort, then use the A - Z
or Z - A button in the Home Ribbon, Edit group or in the Data Ribbon, Sort & Filter
group (Excel 2003 look on toolbars)
With buttons, to sort CustomerCity within CarType (CarType is called the Major Sort
here), sort the CustomerCity 1st, then the CarType field
The Sort button in the Data Ribbon, Sort & Filter group (Excel 2003 look in Data menu)
allows you to open the Sort dialog box which has more options like moving levels
around, deleting and Custom List Sort
The keyboard shortcut for the Sort button in the Data Ribbon is Alt + D + S
If you use the Sort button in the Data Ribbon, Sort & Filter group to sort two or more
fields, make sure that the Major Sort field is the first one listed (this is different than
with the buttons where the Major sort is the last one sorted).
In Excel 2007, you can right-click a field and point to Sort
To Sort Left To Right, highlight the data WITHOUT the field names and use the Sort
dialog box, then click the Options button.
In Excel 2007, you can sort by color
If you convert your data set to a List (Excel 2003) or Table (Excel 2007) (Ctrl + L, or Ctrl +
T), the drop down arrows at the top allow sorting
When you sort, the records are moved around (the ones you want move to the top and
the others move to the bottom) -- this is different than Filtering which hides rows with
data that do not meet your criteria.
Use RAND function to randomize the sort
To add a Filter, click in one cell in data set, then use the keyboard shortcut Ctrl + Shift + L
(this is a toggle on and off; In 2003 it is: Alt + D + F + F), or go to the Data Ribbon, Sort &
Filter group. Or, convert data to a table using Ctrl + T (Excel 2007) or a List using Ctrl + L
(Excel 2003)
Using the drop down arrows at the top of each field, you can Filter by:
Color
Checkboxes to show and hide certain items Date
Amazing new Date Filters in the field is filled with Dates Text
Amazing new Text Filters in the field is filled with Texts Number
Amazing new Number Filters in the field is filled with Numbers
Custom Filter
When you filter and then copy the Filtered data, you can paste it wherever you would
like (this is different than with Subtotals). You can see that a copy command done on a
filtered range shows "the dancing ants" only around the filtered cells and not all the ones
in-between that are hidden (Like a copy on a Subtotal would).
Date CarType CustomerCity Sales COGS OrderColumn
City01 Total 529,227.47
City02 Total 484,181.07
City03 Total 198,806.76
City04 Total 333,172.35
City05 Total 276,234.22
City06 Total 116,666.52
City07 Total 172,901.04
City08 Total 147,190.64
City09 Total 135,965.38
City10 Total 383,321.78
City11 Total 151,116.96
City12 Total 132,730.72
City13 Total 296,959.62
City14 Total 204,723.04
City15 Total 107,656.86
City16 Total 177,283.02
City17 Total 46,315.22
City18 Total 102,569.23
City19 Total 103,245.67
City20 Total 54,592.38
City21 Total 121,656.34
City22 Total 78,885.17
City23 Total 117,030.12
Toyota Total 4,472,431.58
City01 Total 247,073.42
City02 Total 146,981.11
City03 Total 101,096.18
City04 Total 98,219.73
City05 Total 109,814.91
City06 Total 31,550.13
City07 Total 45,613.86
City08 Total 20,399.75
City09 Total 71,221.03
City10 Total 171,703.33
City11 Total 96,979.09
City13 Total 19,811.55
City14 Total 24,912.20
City15 Total 82,718.92
City16 Total 28,844.07
City17 Total 74,106.61
City18 Total 73,828.13
City19 Total 52,566.21
City20 Total 28,549.90
City21 Total 72,758.21
City22 Total 45,138.74
Subaru Total 1,643,887.08
City01 Total 121,552.72
City02 Total 268,359.73
City03 Total 104,182.18
City04 Total 180,946.49
City05 Total 107,823.16
City06 Total 69,148.17
City07 Total 25,349.92
City08 Total 147,320.00
City09 Total 35,885.61
City10 Total 199,731.26
City11 Total 126,150.38
City13 Total 58,463.21
City14 Total 140,202.29
City15 Total 44,830.65
City16 Total 152,418.08
City17 Total 107,708.70
City18 Total 28,305.05
City19 Total 54,183.36
City20 Total 20,451.40
City21 Total 27,300.44
City23 Total 27,459.60
Mazda Total 2,047,772.40
City01 Total 220,592.91
City02 Total 445,228.44
City03 Total 141,979.90
City04 Total 266,343.66
City05 Total 435,107.72
City06 Total 93,047.91
City07 Total 22,759.33
City08 Total 121,688.03
City09 Total 63,031.46
City10 Total 288,630.25
City11 Total 150,910.54
City12 Total 46,669.18
City13 Total 133,702.81
City14 Total 86,910.17
City15 Total 34,644.72
City17 Total 24,823.81
City18 Total 60,923.03
City19 Total 82,745.88
City20 Total 56,734.40
City21 Total 120,481.61
City22 Total 68,813.87
City23 Total 108,031.18
Honda Total 3,073,800.81
City01 Total 68,584.53
City02 Total 52,314.65
City03 Total 79,725.23
City04 Total 29,823.61
City05 Total 53,078.92
City06 Total 20,255.21
City08 Total 57,734.49
City09 Total 80,531.79
City10 Total 70,828.74
City11 Total 20,608.79
City12 Total 15,598.21
City14 Total 33,575.78
City15 Total 58,609.90
City16 Total 56,902.88
City17 Total 61,171.69
City19 Total 19,879.67
City22 Total 59,236.99
City23 Total 31,980.62
GM Total 870,441.70
City01 Total 246,755.72
City02 Total 229,645.11
City03 Total 85,738.59
City04 Total 47,030.16
City05 Total 84,555.57
City06 Total 114,552.38
City07 Total 103,480.62
City08 Total 103,582.69
City09 Total 56,563.52
City10 Total 76,201.02
City11 Total 52,725.41
City12 Total 37,343.97
City13 Total 118,874.55
City15 Total 17,647.38
City16 Total 22,706.64
City17 Total 70,290.92
City18 Total 48,617.88
City19 Total 62,843.13
City21 Total 19,398.52
City22 Total 21,303.28
City23 Total 29,011.87
Ford Total 1,648,868.93
City01 Total 80,790.70
City02 Total 130,460.95
City04 Total 54,740.62
City05 Total 66,547.83
City07 Total 27,553.30
City08 Total 49,063.40
City10 Total 98,854.94
City11 Total 76,848.67
City15 Total 22,223.26
City17 Total 49,353.78
City18 Total 22,861.69
City19 Total 21,137.28
City21 Total 29,662.07
City23 Total 24,490.92
Audi Total 754,589.41
Grand Total 14,511,791.91
1 Data Must be
To add automatic Subtotals
2
To Add Subtotals click in one cell in data set, then go to the Data Ribbon, Outline group,
Subtotals button. The keyboard shortcut from Excel 2003 is: Alt + D + B. The keyboard
shortcut from Excel 2007 is: Alt + A + B 3
The "At each change in" textbox requires the field where you want to insert a row and
add subtotals. For example, if you want to add a subtotal for the sales for each CarType,
the Cartype field tells you at what location to insert a row and add up the sales: the Sales
field is the field where the adding will be done. 4
The "Use function" textbox requires that you say what function to use. See table to right
for 11 functions that can be used: 5
The "Add subtotals to" textbox requires that you say what field you are going to make a
calculation upon. For example use the SUM function on the Sales field 6
If you want to add Subtotals to more than one field you must do this: 1) add subtotals to
Major Sort field first; 2) add Subtotal to Minor Sort second and uncheck the checkbox
"Replace current subtotals". 7
To remove Subtotals, use the "Remove All" button in the Subtotals dialog box 8
To copy Subtotals and paste on another page, highlight Subtotals, then use the keyboard
shortcut for select "Visible Cells Only": Alt + ; (Alt + Semi-colon). Alternatively click the F5
button, Click on the Special button, select "Visible Cells Only" 9
10
11
Function_num
(ignores hidden
values) Function
101 AVERAGE
102 COUNT
103 COUNTA
104 MAX
105 MIN
106 PRODUCT
107 STDEV
108 STDEVP
109 SUM
110 VAR
111 VARP
Advanced Filter to Extract Data from Data Set is the same as in
1) earlier versions
Filter button is in the data Ribbon (2007) or the Data Menu, Filter,
2) then Auto or Advanced (2003)
Advanced filter is good for taking data out of an Excel list and putting
3) it somewhere else
In the Criteria Area: 1) Same line means AND, 2) Different Lines
4) means OR.
When you use Advanced Filter, two Names are created and list in
the Name Manager (Excel 2003 :"Define Names"): 1) Criteria and 2)
5) Extract
1 criteria
Date CarType CustomerCity Sales COGS
Toyota
When you use Advanced Filter, two Names are created and list in
the Name Manager (Excel 2003 :"Define Names"): 1) Criteria and
5) 2) Extract
Criteria 1 Criteria 2
0 GM 30000
0 =MOD(A14,$C$14)=0
Date Region Sales Rep Customer Product Price Units COGS Sales
8/5/2005 North Luke Peet's Coffee Yanaki 20.00 168 2,956.80 3,360.00
1/16/2007 SouthEast Troung Yahoo Sunshine 19.00 161 1,682.45 3,059.00
7/27/2006 NorthEast Rhonda Google SunSpot 16.00 324 3,888.00 5,184.00
3/9/2006 West Steven Solar and Wind Inc. Regal 15.00 301 1,670.55 4,515.00
3/1/2005 NorthEast Steven Whole Foods Sunset 21.00 178 3,495.03 3,738.00
4/19/2005 North Rhonda Solar and Wind Inc. Bellen 21.00 149 1,846.11 3,129.00
5/19/2006 NorthEast Rhonda Sherman Williams Sunshine 19.00 244 2,735.24 4,636.00
7/26/2005 SouthEast Steven The Economist Sunshine 19.00 32 273.60 608.00
11/30/2005 NorthEast Rhonda The Economist Carlota 22.00 49 1,007.93 1,078.00
7/30/2006 West Steven Yahoo Carlota 22.00 408 6,103.68 8,976.00
12/19/2006 North Chin Office Depot Sunset 21.00 225 2,598.75 4,725.00
3/8/2005 MidWest Jon Yahoo SunSpot 16.00 121 716.32 1,936.00
1/19/2007 West Sheliadawn Google Quad 24.00 259 2,797.20 6,216.00
8/20/2005 West Steven Whole Foods Yanaki 20.00 117 1,591.20 2,340.00
6/11/2005 NorthEast Steven McLendon's Hardware Sunset 21.00 2 23.10 42.00
12/1/2005 NorthEast Troung Peet's Coffee Aspen 14.00 143 1,101.10 2,002.00
12/4/2006 NorthEast Luke Home Depot Aspen 14.00 94 565.88 1,316.00
8/26/2005 North Jon ExcelIsVeryFun.com Yanaki 20.00 219 3,285.00 4,380.00
2/21/2006 SouthEast Jon Peet's Coffee SunSpot 16.00 429 3,775.20 6,864.00
9/28/2005 SouthEast Troung Nature Company Sunset 21.00 354 3,196.62 7,434.00
7/29/2005 West Rhonda Home Depot SunSpot 16.00 440 6,195.20 7,040.00
12/29/2006 MidWest Jeri Yahoo Yanaki 20.00 345 4,071.00 6,900.00
12/6/2005 North Jon The Economist Deuce 25.00 118 2,212.50 2,950.00
6/23/2005 NorthEast Luke McLendon's Hardware Carlota 22.00 385 3,642.10 8,470.00
9/21/2005 NorthEast Rhonda ExcelIsVeryFun.com Sunshine 19.00 217 2,391.34 4,123.00
7/31/2005 North Sheliadawn Office Depot Carlota 22.00 381 7,376.16 8,382.00
5/15/2006 West Sheliadawn McLendon's Hardware Quad 24.00 157 1,695.60 3,768.00
12/2/2006 NorthEast Rhonda Home Depot Sunset 21.00 2 18.06 42.00
11/27/2006 MidWest Jon Costco Bellen 21.00 52 404.04 1,092.00
1/30/2006 SouthEast Jon Nature Company Carlota 22.00 62 1,200.32 1,364.00
10/11/2005 NorthEast Steven Home Depot SunSpot 16.00 322 3,864.00 5,152.00
11/13/2006 MidWest Steven Office Depot Deuce 25.00 18 247.50 450.00
1/25/2006 MidWest Sheliadawn Google Bellen 21.00 208 1,965.60 4,368.00
10/1/2005 West Rhonda Office Depot Regal 15.00 250 2,062.50 3,750.00
6/28/2006 NorthEast Troung Google Sunset 21.00 333 3,146.85 6,993.00
2/5/2006 MidWest Luke Yahoo Quad 24.00 103 1,062.96 2,472.00
4/12/2006 SouthEast Rhonda ExcelIsVeryFun.com Regal 15.00 317 2,757.90 4,755.00
11/18/2006 SouthEast Chin McLendon's Hardware Sunshine 19.00 267 1,877.01 5,073.00
2/17/2006 North Jon Office Depot Deuce 25.00 91 1,342.25 2,275.00
11/9/2005 North Chin Solar and Wind Inc. Deuce 25.00 457 10,682.38 11,425.00
4/9/2006 SouthEast Jeri Solar and Wind Inc. Deuce 25.00 12 204.00 300.00
2/13/2006 West Steven Solar and Wind Inc. Carlota 22.00 270 5,227.20 5,940.00
12/2/2005 SouthEast Jon Nature Company Sunshine 19.00 103 880.65 1,957.00
10/31/2005 North Chin Solar and Wind Inc. Carlota 22.00 365 4,737.70 8,030.00
5/18/2006 SouthEast Chin The Economist Quad 24.00 234 3,313.44 5,616.00
12/12/2005 North Sheliadawn Office Depot Yanaki 20.00 341 3,955.60 6,820.00
9/22/2005 NorthEast Chin Costco Bellen 21.00 39 368.55 819.00
7/27/2006 MidWest Troung Sherman Williams Carlota 22.00 260 4,290.00 5,720.00
11/23/2006 SouthEast Chin Amazon.com Sunshine 19.00 134 1,502.14 2,546.00
10/12/2006 NorthEast Jeri Amazon.com Bellen 21.00 81 1,003.59 1,701.00
12/3/2006 NorthEast Troung ExcelIsVeryFun.com Quad 24.00 159 2,098.80 3,816.00
2/18/2007 SouthEast Sheliadawn Whole Foods Quad 24.00 348 4,593.60 8,352.00
3/2/2006 SouthEast Rhonda Whole Foods Carlota 22.00 283 2,801.70 6,226.00
9/5/2005 MidWest Troung ExcelIsVeryFun.com Aspen 14.00 149 1,209.88 2,086.00
10/18/2006 NorthEast Troung Yahoo Sunset 21.00 272 5,026.56 5,712.00
7/25/2006 MidWest Chin Whole Foods Aspen 14.00 309 2,552.34 4,326.00
1/6/2007 West Troung Peet's Coffee Quad 24.00 107 1,155.60 2,568.00
8/26/2005 North Sheliadawn Yahoo Yanaki 20.00 157 1,852.60 3,140.00
2/18/2007 North Jon ExcelIsVeryFun.com Sunshine 19.00 42 343.14 798.00
1/8/2006 MidWest Rhonda Yahoo Aspen 14.00 324 2,676.24 4,536.00
3/15/2006 NorthEast Rhonda Google Bellen 21.00 213 2,012.85 4,473.00
6/26/2005 SouthEast Luke Google Sunshine 19.00 206 3,444.32 3,914.00
4/20/2006 West Jon Solar and Wind Inc. Deuce 25.00 255 3,761.25 6,375.00
8/29/2006 North Jon Home Depot Sunset 21.00 150 1,354.50 3,150.00
9/4/2006 North Chin Sherman Williams Regal 15.00 451 5,073.75 6,765.00
6/16/2006 MidWest Rhonda Google Sunshine 19.00 189 2,118.69 3,591.00
10/28/2005 North Jon The Economist Deuce 25.00 305 5,185.00 7,625.00
3/5/2005 NorthEast Chin McLendon's Hardware Sunshine 19.00 121 1,333.42 2,299.00
8/28/2006 SouthEast Rhonda Whole Foods Sunshine 19.00 326 3,406.70 6,194.00
9/21/2005 NorthEast Steven Home Depot Sunset 21.00 290 5,359.20 6,090.00
7/6/2005 SouthEast Troung Solar and Wind Inc. Aspen 14.00 278 2,296.28 3,892.00
2/5/2007 West Luke Yahoo Bellen 21.00 234 2,702.70 4,914.00
8/1/2006 West Jeri ExcelIsVeryFun.com Sunshine 19.00 410 6,855.20 7,790.00
7/27/2005 NorthEast Chin Google Carlota 22.00 44 658.24 968.00
1/8/2007 MidWest Jeri Home Depot Deuce 25.00 67 1,566.13 1,675.00
12/5/2005 NorthEast Steven Solar and Wind Inc. Sunset 21.00 114 1,412.46 2,394.00
9/27/2005 NorthEast Sheliadawn ExcelIsVeryFun.com Yanaki 20.00 62 682.00 1,240.00
7/18/2005 North Jon Amazon.com Sunset 21.00 270 3,118.50 5,670.00
4/30/2006 West Jon Google Regal 15.00 109 735.75 1,635.00
11/9/2005 NorthEast Troung ExcelIsVeryFun.com Yanaki 20.00 80 720.00 1,600.00
1/31/2007 North Chin Sherman Williams SunSpot 16.00 461 3,319.20 7,376.00
2/27/2005 SouthEast Sheliadawn ExcelIsVeryFun.com Aspen 14.00 101 523.18 1,414.00
12/19/2005 SouthEast Chin Costco Quad 24.00 316 4,171.20 7,584.00
6/4/2006 West Jeri Solar and Wind Inc. Aspen 14.00 317 2,618.42 4,438.00
11/3/2006 West Sheliadawn Nature Company Carlota 22.00 406 4,912.60 8,932.00
11/2/2006 NorthEast Luke Nature Company Sunshine 19.00 249 2,034.33 4,731.00
8/28/2005 West Rhonda The Economist Sunset 21.00 485 4,583.25 10,185.00
6/1/2006 NorthEast Steven McLendon's Hardware Yanaki 20.00 229 1,969.40 4,580.00
5/16/2006 NorthEast Sheliadawn Peet's Coffee Carlota 22.00 425 8,742.25 9,350.00
12/4/2005 West Sheliadawn Google Quad 24.00 462 6,098.40 11,088.00
3/19/2006 MidWest Luke Yahoo Carlota 22.00 287 4,735.50 6,314.00
2/11/2006 North Jon Yahoo Yanaki 20.00 417 3,586.20 8,340.00
4/21/2006 North Jeri ExcelIsVeryFun.com SunSpot 16.00 432 3,110.40 6,912.00
6/29/2005 SouthEast Troung Costco Bellen 21.00 340 3,070.20 7,140.00
4/1/2006 NorthEast Jon McLendon's Hardware Quad 24.00 16 142.08 384.00
8/22/2005 NorthEast Jon Peet's Coffee Bellen 21.00 253 2,284.59 5,313.00
2/8/2007 North Jeri The Economist Yanaki 20.00 289 5,404.30 5,780.00
1/3/2006 West Rhonda Solar and Wind Inc. Sunshine 19.00 22 246.62 418.00
2/19/2007 NorthEast Sheliadawn The Economist SunSpot 16.00 191 2,689.28 3,056.00
2/2/2007 NorthEast Chin Sherman Williams Deuce 25.00 46 494.50 1,150.00
7/23/2006 MidWest Steven Yahoo Sunset 21.00 467 3,628.59 9,807.00
4/14/2005 SouthEast Jon Solar and Wind Inc. Sunshine 19.00 184 1,293.52 3,496.00
6/19/2005 NorthEast Jon Sherman Williams Regal 15.00 214 3,001.35 3,210.00
10/20/2005 MidWest Chin Yahoo SunSpot 16.00 405 4,860.00 6,480.00
3/24/2005 North Jeri Costco Quad 24.00 308 6,504.96 7,392.00
4/28/2006 MidWest Chin Solar and Wind Inc. Deuce 25.00 21 462.00 525.00
10/27/2005 North Chin Home Depot Bellen 21.00 33 311.85 693.00
5/13/2005 North Rhonda Sherman Williams Carlota 22.00 347 2,824.58 7,634.00
12/8/2006 SouthEast Steven Office Depot Deuce 25.00 476 10,472.00 11,900.00
11/20/2006 MidWest Jon Amazon.com Carlota 22.00 238 3,560.48 5,236.00
3/24/2005 NorthEast Rhonda Whole Foods Sunshine 19.00 385 4,023.25 7,315.00
8/7/2006 North Jeri Whole Foods Yanaki 20.00 93 1,264.80 1,860.00
9/11/2005 SouthEast Troung Yahoo Quad 24.00 19 196.08 456.00
11/17/2005 North Troung Peet's Coffee Regal 15.00 458 2,541.90 6,870.00
4/4/2006 NorthEast Steven Solar and Wind Inc. Yanaki 20.00 113 1,695.00 2,260.00
1/19/2006 NorthEast Jon Whole Foods Quad 24.00 256 3,379.20 6,144.00
2/28/2005 SouthEast Troung Home Depot Bellen 21.00 423 5,152.14 8,883.00
5/27/2005 North Chin Solar and Wind Inc. Bellen 21.00 363 4,192.65 7,623.00
5/13/2005 MidWest Chin Costco Quad 24.00 157 1,620.24 3,768.00
7/3/2005 North Sheliadawn Google Quad 24.00 96 852.48 2,304.00
12/24/2005 NorthEast Chin Office Depot SunSpot 16.00 184 1,619.20 2,944.00
10/19/2005 West Jon Sherman Williams Yanaki 20.00 273 3,166.80 5,460.00
6/10/2005 West Steven Amazon.com SunSpot 16.00 271 2,558.24 4,336.00
4/8/2006 SouthEast Luke Amazon.com Deuce 25.00 97 2,134.00 2,425.00
10/2/2005 MidWest Sheliadawn Yahoo Sunset 21.00 269 4,971.12 5,649.00
7/13/2006 NorthEast Luke Office Depot Deuce 25.00 376 6,392.00 9,400.00
5/21/2006 SouthEast Chin Costco Sunshine 19.00 178 1,521.90 3,382.00
9/23/2005 SouthEast Sheliadawn Nature Company Carlota 22.00 71 921.58 1,562.00
3/29/2006 West Troung Home Depot Sunset 21.00 323 3,052.35 6,783.00
7/14/2006 North Troung Yahoo SunSpot 16.00 369 4,428.00 5,904.00
3/9/2005 West Steven Yahoo Aspen 14.00 49 294.98 686.00
9/30/2006 SouthEast Jon Whole Foods SunSpot 16.00 214 1,540.80 3,424.00
4/11/2005 NorthEast Steven Sherman Williams Bellen 21.00 466 5,675.88 9,786.00
2/15/2006 North Jon Nature Company Sunset 21.00 383 3,619.35 8,043.00
7/31/2005 SouthEast Troung Amazon.com SunSpot 16.00 83 770.24 1,328.00
7/5/2006 NorthEast Sheliadawn McLendon's Hardware SunSpot 16.00 359 5,054.72 5,744.00
7/19/2005 NorthEast Chin ExcelIsVeryFun.com Sunset 21.00 227 3,241.56 4,767.00
11/26/2006 North Sheliadawn Whole Foods SunSpot 16.00 301 1,781.92 4,816.00
12/22/2006 MidWest Steven The Economist Aspen 14.00 331 2,734.06 4,634.00
6/25/2006 North Sheliadawn Nature Company Bellen 21.00 15 173.25 315.00
8/2/2005 MidWest Jeri McLendon's Hardware SunSpot 16.00 215 2,580.00 3,440.00
2/24/2006 SouthEast Jeri McLendon's Hardware Bellen 21.00 442 4,176.90 9,282.00
10/9/2006 West Troung Yahoo Yanaki 20.00 205 2,788.00 4,100.00
3/2/2006 NorthEast Steven Peet's Coffee Carlota 22.00 233 3,844.50 5,126.00
9/27/2005 North Rhonda McLendon's Hardware Sunset 21.00 85 1,053.15 1,785.00
10/15/2006 North Troung McLendon's Hardware Sunshine 19.00 131 2,190.32 2,489.00
4/4/2006 North Sheliadawn Google Bellen 21.00 320 3,696.00 6,720.00
1/12/2006 West Troung ExcelIsVeryFun.com Bellen 21.00 93 1,718.64 1,953.00
11/19/2005 North Rhonda Sherman Williams Aspen 14.00 5 40.60 70.00
6/1/2005 MidWest Rhonda Solar and Wind Inc. Yanaki 20.00 93 1,739.10 1,860.00
9/6/2006 West Chin Solar and Wind Inc. Deuce 25.00 343 6,431.25 8,575.00
1/5/2007 SouthEast Jon The Economist Deuce 25.00 484 10,648.00 12,100.00
7/28/2006 NorthEast Chin Amazon.com Carlota 22.00 329 3,112.34 7,238.00
5/16/2006 SouthEast Rhonda ExcelIsVeryFun.com Carlota 22.00 274 2,230.36 6,028.00
7/14/2006 NorthEast Chin Costco SunSpot 16.00 84 1,008.00 1,344.00
3/3/2005 North Jon Home Depot Sunset 21.00 364 6,726.72 7,644.00
8/7/2006 West Chin Peet's Coffee Deuce 25.00 15 221.25 375.00
8/4/2006 West Chin Costco Bellen 21.00 422 4,874.10 8,862.00
6/16/2005 West Luke Home Depot Bellen 21.00 309 2,790.27 6,489.00
9/6/2005 SouthEast Chin Nature Company Carlota 22.00 17 254.32 374.00
12/29/2006 North Steven Peet's Coffee Carlota 22.00 193 2,505.14 4,246.00
7/25/2005 NorthEast Luke Yahoo Sunshine 19.00 413 2,903.39 7,847.00
2/23/2007 North Steven Yahoo Bellen 21.00 454 4,099.62 9,534.00
11/6/2005 SouthEast Steven Google Regal 15.00 115 1,173.00 1,725.00
10/26/2006 SouthEast Steven Home Depot Deuce 25.00 122 2,851.75 3,050.00
1/11/2006 North Sheliadawn McLendon's Hardware Sunshine 19.00 333 5,915.75 6,327.00
10/8/2005 NorthEast Rhonda Solar and Wind Inc. Aspen 14.00 15 121.80 210.00
7/27/2005 West Luke Whole Foods Sunset 21.00 151 1,744.05 3,171.00
2/21/2006 North Jon Google Sunshine 19.00 413 4,315.85 7,847.00
3/13/2005 SouthEast Troung Yahoo Regal 15.00 161 1,038.45 2,415.00
5/1/2006 MidWest Sheliadawn ExcelIsVeryFun.com Regal 15.00 327 2,697.75 4,905.00
1/5/2006 West Rhonda ExcelIsVeryFun.com Deuce 25.00 345 5,088.75 8,625.00
5/29/2006 NorthEast Troung Google Sunset 21.00 305 3,778.95 6,405.00
6/9/2005 MidWest Rhonda Google Sunset 21.00 379 4,616.22 7,959.00
6/16/2005 North Steven ExcelIsVeryFun.com Deuce 25.00 163 1,507.75 4,075.00
9/10/2006 NorthEast Steven Home Depot Carlota 22.00 74 1,522.18 1,628.00
4/3/2006 North Jon The Economist SunSpot 16.00 192 2,088.96 3,072.00
10/18/2006 MidWest Jon Solar and Wind Inc. Yanaki 20.00 201 3,758.70 4,020.00
3/8/2005 SouthEast Jeri Home Depot Bellen 21.00 423 6,040.44 8,883.00
4/24/2006 MidWest Chin Whole Foods Aspen 14.00 133 1,396.50 1,862.00
7/21/2005 NorthEast Steven ExcelIsVeryFun.com Regal 15.00 160 1,416.00 2,400.00
10/16/2005 SouthEast Sheliadawn Yahoo Deuce 25.00 115 2,156.25 2,875.00
12/19/2006 North Chin Whole Foods SunSpot 16.00 43 295.84 688.00
12/23/2006 SouthEast Troung Amazon.com Bellen 21.00 399 4,943.61 8,379.00
7/18/2005 SouthEast Steven Solar and Wind Inc. Regal 15.00 336 4,712.40 5,040.00
5/16/2005 North Luke Nature Company Sunshine 19.00 183 2,051.43 3,477.00
4/17/2005 NorthEast Jeri McLendon's Hardware SunSpot 16.00 371 3,264.80 5,936.00
2/28/2006 North Rhonda Nature Company Aspen 14.00 282 3,474.24 3,948.00
11/9/2006 MidWest Sheliadawn Sherman Williams Yanaki 20.00 273 3,166.80 5,460.00
7/11/2006 West Luke ExcelIsVeryFun.com Aspen 14.00 399 3,239.88 5,586.00
12/8/2006 MidWest Luke Whole Foods Regal 15.00 55 305.25 825.00
11/23/2005 MidWest Jon The Economist Regal 15.00 133 857.85 1,995.00
8/20/2005 NorthEast Chin Nature Company Yanaki 20.00 90 1,350.00 1,800.00
11/14/2006 West Rhonda Google Yanaki 20.00 416 5,657.60 8,320.00
5/26/2005 North Jeri Amazon.com Bellen 21.00 331 5,213.25 6,951.00
3/20/2006 NorthEast Jeri Nature Company SunSpot 16.00 419 3,955.36 6,704.00
7/12/2005 NorthEast Troung McLendon's Hardware Quad 24.00 82 885.60 1,968.00
11/12/2006 West Troung Google Regal 15.00 118 1,026.60 1,770.00
9/27/2006 NorthEast Jon Yahoo Sunset 21.00 426 3,310.02 8,946.00
12/1/2005 West Jon Solar and Wind Inc. Bellen 21.00 102 2,002.77 2,142.00
7/16/2006 NorthEast Jeri ExcelIsVeryFun.com Yanaki 20.00 373 5,595.00 7,460.00
3/30/2005 MidWest Troung Yahoo Carlota 22.00 200 3,872.00 4,400.00
1/5/2007 West Jon Solar and Wind Inc. Sunset 21.00 280 3,234.00 5,880.00
5/14/2005 West Jeri McLendon's Hardware Sunshine 19.00 249 4,423.49 4,731.00
5/21/2005 SouthEast Troung Nature Company Quad 24.00 156 2,808.00 3,744.00
12/8/2005 NorthEast Steven ExcelIsVeryFun.com Quad 24.00 348 5,679.36 8,352.00
12/23/2005 MidWest Chin Costco Aspen 14.00 407 3,361.82 5,698.00
5/7/2006 SouthEast Rhonda Sherman Williams Sunset 21.00 407 3,675.21 8,547.00
1/4/2007 West Rhonda Costco Sunshine 19.00 98 1,396.50 1,862.00
le 1 Proper Format
2 Understanding Pivot Tables
Table 3 Drag & Drop in 2003
4 Change 2003 to 2007
a in the sheet 5 Pivot Table
oint to Pivot Table Options, Click on the
6 right-click in 2007
1 year of dates) 7 Group Dates: Months
de up that cell 8 Group Dates: Year
nction 9 Pivot w 4 fields
er Format 10 Drill Down
Styles 11 Value Field Settings: Function
hart button 12 Value Field Settings: Number Format
ormula button 13 Styles
select "Difference From" 14 Pivot Chart: Product Year
elect "% Difference From" 15 Formula: Year, GP %
16 Product, Month, Jan-Apr, Diff From
rt Filter Pages", a new sheet will be
Field. 17 Product, Month, Jan-Apr, % Diff From
sheet will be created with a new Pivot
18 Report Filter, 2006, products, Region, Show Report Filter Pages
Gross Profit
403.20
1,376.55
1,296.00
2,844.45
242.97
1,282.89
1,900.76
334.40
70.07
2,872.32
2,126.25
1,219.68
3,418.80
748.80
18.90
900.90
750.12
1,095.00
3,088.80
4,237.38
844.80
2,829.00
737.50
4,827.90
1,731.66
1,005.84
2,072.40
23.94
687.96
163.68
1,288.00
202.50
2,402.40
1,687.50
3,846.15
1,409.04
1,997.10
3,195.99
932.75
742.63
96.00
712.80
1,076.35
3,292.30
2,302.56
2,864.40
450.45
1,430.00
1,043.86
697.41
1,717.20
3,758.40
3,424.30
876.12
685.44
1,773.66
1,412.40
1,287.40
454.86
1,859.76
2,460.15
469.68
2,613.75
1,795.50
1,691.25
1,472.31
2,440.00
965.58
2,787.30
730.80
1,595.72
2,211.30
934.80
309.76
108.88
981.54
558.00
2,551.50
899.25
880.00
4,056.80
890.82
3,412.80
1,819.58
4,019.40
2,696.67
5,601.75
2,610.60
607.75
4,989.60
1,578.50
4,753.80
3,801.60
4,069.80
241.92
3,028.41
375.70
171.38
366.72
655.50
6,178.41
2,202.48
208.65
1,620.00
887.04
63.00
381.15
4,809.42
1,428.00
1,675.52
3,291.75
595.20
259.92
4,328.10
565.00
2,764.80
3,730.86
3,430.35
2,147.76
1,451.52
1,324.80
2,293.20
1,777.76
291.00
677.88
3,008.00
1,860.10
640.42
3,730.65
1,476.00
391.02
1,883.20
4,110.12
4,423.65
557.76
689.28
1,525.44
3,034.08
1,899.94
141.75
860.00
5,105.10
1,312.00
1,281.50
731.85
298.68
3,024.00
234.36
29.40
120.90
2,143.75
1,452.00
4,125.66
3,797.64
336.00
917.28
153.75
3,987.90
3,698.73
119.68
1,740.86
4,943.61
5,434.38
552.00
198.25
411.26
88.20
1,426.95
3,531.15
1,376.55
2,207.25
3,536.25
2,626.05
3,342.78
2,567.25
105.82
983.04
261.30
2,842.56
465.50
984.00
718.75
392.16
3,435.39
327.60
1,425.57
2,671.20
473.76
2,293.20
2,346.12
519.75
1,137.15
450.00
2,662.40
1,737.75
2,748.64
1,082.40
743.40
5,635.98
139.23
1,865.00
528.00
2,646.00
307.52
936.00
2,672.64
2,336.18
4,871.79
465.50
Region, Product, Year, Month
check GP%
0.33