How To
Example reports in this workbook The PivotTable reports in this workbook were all based on the first report, Category Sales!PivotTable1. When you create several reports from the same source data in the same workbook, basing them all on one report minimizes the size of the workbook and the amount of memory used when you open it. The reports all behave independently, however: you can refresh, format, and change the layout of each report separately.
The example reports in this workbook are formatted using the Report 5 format. Use the Format Report command on the PivotTable toolbar to apply this format to your own reports.
When you click a report in this workbook, the PivotTable toolbar and the PivotTable Field List window should appear. If not, right-click any toolbar and then click PivotTable to display the toolbar, and then click the Show Field List button at the right end of the toolbar to display the field list. Source data contains the original source records that provide the data values for the reports.
Category Sales lists the total sales for each product category. Product Sales adds more detail: the total sales for each product, organized by category.
Top 3 Products identifies the three best-selling products within each category. All Quarters breaks out the sales for each product and category by quarter.
Q1 & Q2 compares the sales for the first and second quarter. Multiple Subtotals calculates additional summaries: the average, largest, and smallest sales for each category.
Average Sales provides the average sales amount for each product. Chart contains a PivotChart report that represents the quarterly sales for each product category graphically. The instructions for creating it are provided on a separate worksheet, the Chart Instructions sheet.
For more information Excel Help has further information about PivotTable and PivotChart reports. Ask the Excel Answer Wizard about PivotTable reports, or search for PivotTable or PivotChart report information on the Office Update Web site.
Page 1
Source Data
Category Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Beverages Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments
Product Sales Chai $705.60 Chai $878.40 Chai $1,174.50 Chai $2,128.50 Chang $2,720.80 Chang $228.00 Chang $2,061.50 Chang $2,028.25 Chartreuse verte $590.40 Chartreuse verte $360.00 Chartreuse verte $1,100.70 Chartreuse verte $2,424.60 Cte de Blaye $25,127.36 Cte de Blaye $12,806.10 Cte de Blaye $7,312.12 Cte de Blaye $1,317.50 Guaran Fantstica $529.20 Guaran Fantstica $467.55 Guaran Fantstica $219.37 Guaran Fantstica $337.50 Ipoh Coffee $1,398.40 Ipoh Coffee $4,496.50 Ipoh Coffee $1,196.00 Ipoh Coffee $3,979.00 Lakkalikri $1,141.92 Lakkalikri $1,774.08 Lakkalikri $3,261.60 Lakkalikri $1,705.50 Laughing Lumberjack Lager $518.00 Laughing Lumberjack Lager $350.00 Laughing Lumberjack Lager $42.00 Outback Lager $1,508.40 Outback Lager $384.00 Outback Lager $1,252.50 Outback Lager $2,683.50 Rhnbru Klosterbier $214.52 Rhnbru Klosterbier $1,508.92 Rhnbru Klosterbier $1,233.80 Rhnbru Klosterbier $1,233.80 Sasquatch Ale $179.20 Sasquatch Ale $1,037.40 Sasquatch Ale $750.40 Steeleye Stout $1,742.40 Steeleye Stout $1,008.00 Steeleye Stout $1,683.00 Steeleye Stout $1,273.50 Aniseed Syrup $544.00 Aniseed Syrup $600.00 Aniseed Syrup $140.00 Aniseed Syrup $440.00 Chef Anton's Cajun Seasoning $225.28 Chef Anton's Cajun Seasoning $2,970.00 Chef Anton's Cajun Seasoning $1,337.60 Chef Anton's Cajun Seasoning $682.00 Chef Anton's Gumbo Mix $288.22 Chef Anton's Gumbo Mix $85.40 Genen Shouyu $176.70 Genen Shouyu $1,298.12 Grandma's Boysenberry $1,750.00 Spread
Quarter Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 3 Qtr 4 Qtr 2 Qtr 3 Qtr 3
Source data for PivotTable reports The data to the left was used to create the reports in this workbook. If you scan through this source data, you'll notice that it's difficult to see the trends and results, even if you sort or filter the data. There are just too many records to analyze at a glance. Compared with the large databases your company may have available, or you may have found on the Internet, this 287-row list is fairly short and simple. Excel can retrieve much larger amounts of data than this, and PivotTable reports are one of the best Excel tools for extracting the significance from a large, detailed data set. The data is organized in list format, similar to how a query returns database records: each column contains similar data, the columns have headings in the first row, and the list isn't interrupted by any blank rows or columns (although blank cells within the data are OK). To see how PivotTable reports can summarize this data in a flash, view the sheets in this workbook in sequence from left to right.
Page 2
Source Data
Category Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Condiments Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections Confections
Product Sales Quarter Grandma's Boysenberry$750.00 Spread Qtr 4 Gula Malacca $1,994.85 Qtr 1 Gula Malacca $1,753.62 Qtr 2 Gula Malacca $1,093.09 Qtr 3 Gula Malacca $1,701.87 Qtr 4 Louisiana Fiery Hot Pepper $1,347.36 SauceQtr 1 Louisiana Fiery Hot Pepper $2,150.77 SauceQtr 2 Louisiana Fiery Hot Pepper $1,975.54 SauceQtr 3 Louisiana Fiery Hot Pepper $3,857.41 SauceQtr 4 Louisiana Hot Spiced Okra $816.00 Qtr 1 Louisiana Hot Spiced Okra $1,224.00 Qtr 2 Louisiana Hot Spiced Okra $918.00 Qtr 4 Northwoods Cranberry $1,300.00 Sauce Qtr 2 Northwoods Cranberry $2,960.00 Sauce Qtr 4 Original Frankfurter grne $1,112.80 Soe Qtr 1 Original Frankfurter grne $1,027.78 Soe Qtr 2 Original Frankfurter grne $2,255.50 Soe Qtr 3 Original Frankfurter grne $510.90 Soe Qtr 4 Sirop d'rable $2,679.00 Qtr 1 Sirop d'rable $1,881.00 Qtr 2 Sirop d'rable $3,021.00 Qtr 3 Sirop d'rable $1,510.50 Qtr 4 Vegie-spread $3,202.87 Qtr 1 Vegie-spread $263.40 Qtr 2 Vegie-spread $842.88 Qtr 3 Vegie-spread $2,590.10 Qtr 4 Chocolade $744.60 Qtr 1 Chocolade $162.56 Qtr 2 Chocolade $68.85 Qtr 3 Chocolade $306.00 Qtr 4 Gumbr Gummibrchen $5,079.60 Qtr 1 Gumbr Gummibrchen $1,249.20 Qtr 2 Gumbr Gummibrchen $2,061.17 Qtr 3 Gumbr Gummibrchen $2,835.68 Qtr 4 Maxilaku $1,605.60 Qtr 1 Maxilaku $620.00 Qtr 2 Maxilaku $835.00 Qtr 3 NuNuCa Nu-Nougat-Creme $193.20 Qtr 1 NuNuCa Nu-Nougat-Creme $865.20 Qtr 2 NuNuCa Nu-Nougat-Creme $493.50 Qtr 4 Pavlova $1,685.36 Qtr 1 Pavlova $2,646.08 Qtr 2 Pavlova $1,849.70 Qtr 3 Pavlova $999.01 Qtr 4 Schoggi Schokolade $1,755.00 Qtr 1 Schoggi Schokolade $5,268.00 Qtr 2 Schoggi Schokolade $2,195.00 Qtr 3 Schoggi Schokolade $1,756.00 Qtr 4 Scottish Longbreads $1,267.50 Qtr 1 Scottish Longbreads $1,062.50 Qtr 2 Scottish Longbreads $492.50 Qtr 3 Scottish Longbreads $1,935.00 Qtr 4 Sir Rodney's Marmalade $4,252.50 Qtr 2 Sir Rodney's Marmalade $1,360.80 Qtr 3 Sir Rodney's Marmalade $1,701.00 Qtr 4 Sir Rodney's Scones $1,418.00 Qtr 1 Sir Rodney's Scones $756.00 Qtr 2 Sir Rodney's Scones $1,733.00 Qtr 3 Sir Rodney's Scones $1,434.00 Qtr 4
Page 3
Source Data
Category Product Sales Confections Tarte au sucre $4,728.00 Confections Tarte au sucre $4,547.92 Confections Tarte au sucre $5,472.30 Confections Tarte au sucre $6,014.60 Confections Teatime Chocolate Biscuits $943.89 Confections Teatime Chocolate Biscuits $349.60 Confections Teatime Chocolate Biscuits $841.80 Confections Teatime Chocolate Biscuits $204.70 Confections Valkoinen suklaa $845.00 Confections Valkoinen suklaa $385.94 Confections Valkoinen suklaa $942.50 Confections Zaanse koeken $817.00 Confections Zaanse koeken $285.95 Confections Zaanse koeken $668.80 Confections Zaanse koeken $1,159.00 Dairy Products Camembert Pierrot $3,329.28 Dairy Products Camembert Pierrot $3,989.90 Dairy Products Camembert Pierrot $10,273.10 Dairy Products Camembert Pierrot $3,060.00 Dairy Products Fltemysost $4,454.80 Dairy Products Fltemysost $174.15 Dairy Products Fltemysost $2,541.29 Dairy Products Fltemysost $2,472.50 Dairy Products Geitost $294.00 Dairy Products Geitost $242.50 Dairy Products Geitost $99.50 Dairy Products Geitost $150.00 Dairy Products Gorgonzola Telino $487.00 Dairy Products Gorgonzola Telino $2,993.12 Dairy Products Gorgonzola Telino $1,458.75 Dairy Products Gorgonzola Telino $2,681.87 Dairy Products Gudbrandsdalsost $2,649.60 Dairy Products Gudbrandsdalsost $1,267.20 Dairy Products Gudbrandsdalsost $4,473.00 Dairy Products Gudbrandsdalsost $5,652.00 Dairy Products Mascarpone Fabioli $2,220.80 Dairy Products Mascarpone Fabioli $448.00 Dairy Products Mozzarella di Giovanni$1,973.80 Dairy Products Mozzarella di Giovanni$4,488.20 Dairy Products Mozzarella di Giovanni$3,027.60 Dairy Products Mozzarella di Giovanni$2,349.00 Dairy Products Queso Cabrales $1,357.44 Dairy Products Queso Cabrales $3,029.25 Dairy Products Queso Cabrales $504.00 Dairy Products Queso Cabrales $656.25 Dairy Products Queso Manchego La Pastora $456.00 Dairy Products Queso Manchego La Pastora $1,396.50 Dairy Products Queso Manchego La Pastora $1,162.80 Dairy Products Queso Manchego La Pastora $5,320.00 Dairy Products Raclette Courdavault $9,116.80 Dairy Products Raclette Courdavault $7,452.50 Dairy Products Raclette Courdavault $5,087.50 Dairy Products Raclette Courdavault$11,959.75 Grains/Cereals Filo Mix $187.60 Grains/Cereals Filo Mix $742.00 Grains/Cereals Filo Mix $226.80 Grains/Cereals Filo Mix $911.75 Grains/Cereals Gnocchi di nonna Alice $6,931.20 Grains/Cereals Gnocchi di nonna Alice $9,868.60
Quarter Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 2 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2
Page 4
Source Data
Category Product Sales Grains/Cereals Gnocchi di nonna Alice $6,771.60 Grains/Cereals Gnocchi di nonna Alice $9,032.60 Grains/Cereals Gustaf's Knckebrd $201.60 Grains/Cereals Gustaf's Knckebrd $504.00 Grains/Cereals Gustaf's Knckebrd $3,318.00 Grains/Cereals Gustaf's Knckebrd $210.00 Grains/Cereals Ravioli Angelo $499.20 Grains/Cereals Ravioli Angelo $87.75 Grains/Cereals Ravioli Angelo $585.00 Grains/Cereals Ravioli Angelo $984.75 Grains/Cereals Singaporean Hokkien Fried $985.60 Mee Grains/Cereals Singaporean Hokkien Fried $912.80 Mee Grains/Cereals Singaporean Hokkien Fried $2,307.20 Mee Grains/Cereals Singaporean Hokkien Fried $978.60 Mee Grains/Cereals Tunnbrd $979.20 Grains/Cereals Tunnbrd $778.50 Grains/Cereals Tunnbrd $423.00 Grains/Cereals Tunnbrd $396.00 Grains/Cereals Wimmers gute Semmelkndel $2,912.70 Grains/Cereals Wimmers gute Semmelkndel $1,735.65 Grains/Cereals Wimmers gute Semmelkndel $1,679.12 Grains/Cereals Wimmers gute Semmelkndel $798.00 Meat/Poultry Alice Mutton $2,667.60 Meat/Poultry Alice Mutton $4,013.10 Meat/Poultry Alice Mutton $3,900.00 Meat/Poultry Alice Mutton $6,000.15 Meat/Poultry Mishi Kobe Niku $1,396.80 Meat/Poultry Mishi Kobe Niku $1,319.20 Meat/Poultry Mishi Kobe Niku $4,219.50 Meat/Poultry Pt chinois $5,710.08 Meat/Poultry Pt chinois $1,316.40 Meat/Poultry Pt chinois $864.00 Meat/Poultry Pt chinois $936.00 Meat/Poultry Perth Pasties $5,154.85 Meat/Poultry Perth Pasties $2,099.20 Meat/Poultry Perth Pasties $1,500.60 Meat/Poultry Perth Pasties $4,029.48 Meat/Poultry Thringer Rostbratwurst $5,702.40 Meat/Poultry Thringer Rostbratwurst $4,456.44 Meat/Poultry Thringer Rostbratwurst $8,912.88 Meat/Poultry Thringer Rostbratwurst $14,037.79 Meat/Poultry Tourtire $966.42 Meat/Poultry Tourtire $490.21 Meat/Poultry Tourtire $666.03 Meat/Poultry Tourtire $978.93 Produce Longlife Tofu $360.00 Produce Longlife Tofu $128.00 Produce Longlife Tofu $400.00 Produce Manjimup Dried Apples $1,411.92 Produce Manjimup Dried Apples $8,384.60 Produce Manjimup Dried Apples $1,855.00 Produce Manjimup Dried Apples $11,898.50 Produce Rssle Sauerkraut $4,105.92 Produce Rssle Sauerkraut $3,310.56 Produce Rssle Sauerkraut $1,881.00 Produce Rssle Sauerkraut $3,556.80 Produce Tofu $2,018.10 Produce Tofu $2,185.50 Produce Tofu $1,866.97
Quarter Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3
Page 5
Source Data
Category Produce Produce Produce Produce Produce Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood Seafood
Product Sales Quarter Tofu $470.81 Qtr 4 Uncle Bob's Organic Dried $1,084.80 Pears Qtr 1 Uncle Bob's Organic Dried $1,575.00 Pears Qtr 2 Uncle Bob's Organic Dried $2,700.00 Pears Qtr 3 Uncle Bob's Organic Dried $3,826.50 Pears Qtr 4 Boston Crab Meat $1,474.41 Qtr 1 Boston Crab Meat $2,272.00 Qtr 2 Boston Crab Meat $3,887.92 Qtr 3 Boston Crab Meat $2,162.00 Qtr 4 Carnarvon Tigers $1,500.00 Qtr 1 Carnarvon Tigers $2,362.50 Qtr 2 Carnarvon Tigers $7,100.00 Qtr 3 Carnarvon Tigers $4,987.50 Qtr 4 Escargots de Bourgogne $265.00 Qtr 2 Escargots de Bourgogne $1,393.90 Qtr 3 Escargots de Bourgogne $417.38 Qtr 4 Gravad lax $208.00 Qtr 1 Gravad lax $421.20 Qtr 2 Ikura $1,215.20 Qtr 1 Ikura $533.20 Qtr 2 Ikura $3,747.90 Qtr 3 Ikura $3,323.20 Qtr 4 Inlagd Sill $68.40 Qtr 1 Inlagd Sill $2,698.00 Qtr 2 Inlagd Sill $2,199.25 Qtr 3 Inlagd Sill $1,928.50 Qtr 4 Jack's New England Clam $385.00 Chowder Qtr 1 Jack's New England Clam $1,242.52 Chowder Qtr 2 Jack's New England Clam $468.51 Chowder Qtr 3 Jack's New England Clam $2,542.77 Chowder Qtr 4 Konbu $61.44 Qtr 1 Konbu $168.00 Qtr 2 Konbu $469.50 Qtr 3 Konbu $60.00 Qtr 4 Nord-Ost Matjeshering $1,308.24 Qtr 1 Nord-Ost Matjeshering $1,838.19 Qtr 2 Nord-Ost Matjeshering $815.54 Qtr 3 Nord-Ost Matjeshering $1,922.33 Qtr 4 Rd Kaviar $216.00 Qtr 1 Rd Kaviar $714.00 Qtr 2 Rd Kaviar $1,646.25 Qtr 3 Rd Kaviar $941.25 Qtr 4 Rgede sild $205.20 Qtr 1 Rgede sild $1,007.00 Qtr 2 Rgede sild $190.00 Qtr 3 Rgede sild $1,953.67 Qtr 4 Spegesild $803.52 Qtr 1 Spegesild $91.80 Qtr 2 Spegesild $1,504.80 Qtr 3 Spegesild $823.20 Qtr 4
Page 6
Category Sales
Category Beverages Condiments Confections Dairy Products Grains/Cereals Meat/Poultry Produce Seafood Grand Total
Sales $102,074 $55,278 $80,894 $114,750 $55,949 $81,338 $53,020 $65,544 $608,847
A simple report: total sales for each category In a few steps, you can summarize the total sales by product category. Click a cell in the source data, click PivotTable and PivotChart Report on the Data menu, and click Finish. Drag the Category field from the PivotTable Field List window that appears to the row area (if you're not sure how to do that, just click Row Area in the field list's dropdown and then click Add To). Drag the Sales field to the data area, and you're done. If you want to compare sales by quarters instead of by category, drag the Category field out of the report and drag the Quarter field to the row area instead. In this report and others in this workbook, the cents are rounded up to whole dollars. To do that for a field that includes cents, double-click the field, click Number, click Currency, and enter zero in the Decimal places field. The report also has the Report 5 format: click the Format Report button on the PivotTable toolbar to apply this format.
Page 7
Product Sales
Category Product Beverages Chai Chang Chartreuse verte Cte de Blaye Ipoh Coffee Lakkalikri Laughing Lumberjack Lager Outback Lager Rhnbru Klosterbier Sasquatch Ale Steeleye Stout Beverages Total Condiments Aniseed Syrup Chef Anton's Cajun Seasoning Chef Anton's Gumbo Mix Genen Shouyu Grandma's Boysenberry Spread Gula Malacca Louisiana Fiery Hot Pepper Sauce Louisiana Hot Spiced Okra Northwoods Cranberry Sauce Original Frankfurter grne Soe Sirop d'rable Vegie-spread Condiments Total Confections Chocolade Gumbr Gummibrchen Maxilaku NuNuCa Nu-Nougat-Creme Pavlova Schoggi Schokolade Scottish Longbreads Sir Rodney's Marmalade Sir Rodney's Scones Tarte au sucre Teatime Chocolate Biscuits Valkoinen suklaa Zaanse koeken Confections Total Dairy Products Camembert Pierrot Fltemysost Geitost Gorgonzola Telino Gudbrandsdalsost Mascarpone Fabioli Mozzarella di Giovanni Queso Cabrales Queso Manchego La Pastora Raclette Courdavault Dairy Products Total
Sales $4,887 $7,039 $4,476 $46,563 $11,070 $7,883 $910 $5,828 $4,191 $1,967 $5,707 $100,521 Adding detail: sales by product and category In this report, the Product field was added as a second row field. Category is now an outer row field; Product is an inner row field. You can now see at a glance which products are in which categories and how much of each product was sold. It's easy to focus the report on areas of interest. For example, if you're analyzing the results for some categories and products but not others, you can eliminate those figures from the report. Click the arrow in the Category field, and clear the check boxes for some of the categories. Do the same for the Product field. You'll notice that the amounts for any categories you uncheck are no longer included in the grand total, and the amounts for any products you hide aren't included in the category subtotals.
$1,724 $5,215 $374 $1,475 $2,500 $6,543 $9,331 $2,958 $4,260 $4,907 $9,092 $6,899 $55,278
$1,282 $11,226 $3,061 $1,552 $7,180 $10,974 $4,758 $7,314 $5,341 $20,763 $2,340 $2,173 $2,931 $80,894
$20,652 $9,643 $786 $7,621 $14,042 $2,669 $11,839 $5,547 $8,335 $33,617 $114,750
Page 8
Product Sales
Category
Product
Sales
Grains/Cereals Filo Mix Gnocchi di nonna Alice Gustaf's Knckebrd Ravioli Angelo Singaporean Hokkien Fried Mee Tunnbrd Wimmers gute Semmelkndel Grains/Cereals Total Meat/Poultry Alice Mutton Mishi Kobe Niku Pt chinois Perth Pasties Thringer Rostbratwurst Tourtire Meat/Poultry Total Produce Longlife Tofu Manjimup Dried Apples Rssle Sauerkraut Tofu Uncle Bob's Organic Dried Pears Produce Total Seafood Boston Crab Meat Carnarvon Tigers Escargots de Bourgogne Gravad lax Ikura Inlagd Sill Jack's New England Clam Chowder Konbu Nord-Ost Matjeshering Rd Kaviar Rgede sild Spegesild Seafood Total Grand Total
$9,796 $15,950 $2,076 $629 $8,820 $6,894 $4,639 $759 $5,884 $3,518 $3,356 $3,223 $65,544 $607,293
Page 9
Top 3 Products
Category Beverages
Sales $46,563 $11,070 $7,883 $65,516 Identifying top-selling products The Product field is blue because the field has been filtered to show only the three best-sellers in each category. To see how this was done, click the Product field and then click the Sort and Top 10 command on the PivotTable menu (PivotTable toolbar). You could also sort the three products in each category so that the top seller is first: under AutoSort options, click Descending, and then click Sales for Using field.
Beverages Total Confections Gumbr Gummibrchen Schoggi Schokolade Tarte au sucre Confections Total Dairy Products Camembert Pierrot Gudbrandsdalsost Raclette Courdavault Dairy Products Total Grains/Cereals Gnocchi di nonna Alice Singaporean Hokkien Fried Mee Wimmers gute Semmelkndel Grains/Cereals Total Meat/Poultry Alice Mutton Perth Pasties Thringer Rostbratwurst Meat/Poultry Total Produce Manjimup Dried Apples Rssle Sauerkraut Uncle Bob's Organic Dried Pears Produce Total Seafood Boston Crab Meat Carnarvon Tigers Ikura Seafood Total Grand Total
Page 10
All Quarters
Sales Category Product Beverages Chai Chang Chartreuse verte Cte de Blaye Guaran Fantstica Ipoh Coffee Lakkalikri Laughing Lumberjack Lager Outback Lager Rhnbru Klosterbier Sasquatch Ale Steeleye Stout Beverages Total Condiments Aniseed Syrup Chef Anton's Cajun Seasoning Chef Anton's Gumbo Mix Genen Shouyu Grandma's Boysenberry Spread Gula Malacca Louisiana Fiery Hot Pepper Sauce Louisiana Hot Spiced Okra Northwoods Cranberry Sauce Original Frankfurter grne Soe Sirop d'rable Vegie-spread Condiments Total Confections Chocolade Gumbr Gummibrchen Maxilaku NuNuCa Nu-Nougat-Creme Pavlova Schoggi Schokolade Scottish Longbreads Sir Rodney's Marmalade Sir Rodney's Scones Tarte au sucre Teatime Chocolate Biscuits Valkoinen suklaa Zaanse koeken Confections Total Dairy Products Camembert Pierrot Fltemysost Geitost Gorgonzola Telino Gudbrandsdalsost Mascarpone Fabioli Mozzarella di Giovanni Queso Cabrales Queso Manchego La Pastora Raclette Courdavault Dairy Products Total
Quarter Qtr 1 $706 $2,721 $590 $25,127 $529 $1,398 $1,142 $1,508 $215 $179 $1,742 $35,858
Qtr 2 $878 $228 $360 $12,806 $468 $4,497 $1,774 $518 $384 $1,509 $1,037 $1,008 $25,467
Qtr 3 $1,175 $2,062 $1,101 $7,312 $219 $1,196 $3,262 $350 $1,253 $1,234 $1,683 $20,845
Qtr 4 Grand Total $2,129 $2,028 $2,425 $1,318 $338 $3,979 $1,706 $42 $2,684 $1,234 $750 $1,274 $19,904 $4,887 $7,039 $4,476 $46,563 $1,554 $11,070 $7,883 $910 $5,828 $4,191 $1,967 $5,707 $102,074
Further detail: sales by quarter This report adds the Quarter field to the report as a column field. The sales data for each quarter is now displayed in columns across the row for each product. If you're applying a report format, such as Report 5 that was used in this report, you'll want to add column fields after you apply the format. All of the report formats move any column fields in the report to the row area. Alternatively, you could drag the fields back to the column area after applying the format.
$544 $225
$440 $682 $85 $750 $1,702 $3,857 $918 $2,960 $511 $1,511 $2,590 $16,006
$1,724 $5,215 $374 $1,475 $2,500 $6,543 $9,331 $2,958 $4,260 $4,907 $9,092 $6,899 $55,278
$745 $5,080 $1,606 $193 $1,685 $1,755 $1,268 $1,418 $4,728 $944 $845 $817 $21,083
$163 $1,249 $620 $865 $2,646 $5,268 $1,063 $4,253 $756 $4,548 $350 $286 $22,066
$69 $2,061 $835 $1,850 $2,195 $493 $1,361 $1,733 $5,472 $842 $386 $669 $17,965
$306 $2,836 $494 $999 $1,756 $1,935 $1,701 $1,434 $6,015 $205 $943 $1,159 $19,781
$1,282 $11,226 $3,061 $1,552 $7,180 $10,974 $4,758 $7,314 $5,341 $20,763 $2,340 $2,173 $2,931 $80,894
$3,329 $4,455 $294 $487 $2,650 $1,974 $1,357 $456 $9,117 $24,119
$3,990 $174 $243 $2,993 $1,267 $2,221 $4,488 $3,029 $1,397 $7,453 $27,254
$10,273 $2,541 $100 $1,459 $4,473 $3,028 $504 $1,163 $5,088 $28,628
$3,060 $2,473 $150 $2,682 $5,652 $448 $2,349 $656 $5,320 $11,960 $34,749
$20,652 $9,643 $786 $7,621 $14,042 $2,669 $11,839 $5,547 $8,335 $33,617 $114,750
Page 11
All Quarters
Sales Category
Product
Quarter Qtr 1
Qtr 2
Qtr 3
Grains/Cereals Filo Mix Gnocchi di nonna Alice Gustaf's Knckebrd Ravioli Angelo Singaporean Hokkien Fried Mee Tunnbrd Wimmers gute Semmelkndel Grains/Cereals Total Meat/Poultry Alice Mutton Mishi Kobe Niku Pt chinois Perth Pasties Thringer Rostbratwurst Tourtire Meat/Poultry Total Produce Longlife Tofu Manjimup Dried Apples Rssle Sauerkraut Tofu Uncle Bob's Organic Dried Pears Produce Total Seafood Boston Crab Meat Carnarvon Tigers Escargots de Bourgogne Gravad lax Ikura Inlagd Sill Jack's New England Clam Chowder Konbu Nord-Ost Matjeshering Rd Kaviar Rgede sild Spegesild Seafood Total Grand Total
$1,474 $1,500 $208 $1,215 $68 $385 $61 $1,308 $216 $205 $804 $7,445
$2,272 $2,363 $265 $421 $533 $2,698 $1,243 $168 $1,838 $714 $1,007 $92 $13,613
$3,888 $7,100 $1,394 $3,748 $2,199 $469 $470 $816 $1,646 $190 $1,505 $23,424
$2,162 $4,988 $417 $3,323 $1,929 $2,543 $60 $1,922 $941 $1,954 $823 $21,062
$9,796 $15,950 $2,076 $629 $8,820 $6,894 $4,639 $759 $5,884 $3,518 $3,356 $3,223 $65,544 $608,847
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Q1 and Q2
Sales Category Product Beverages Chai Chang Chartreuse verte Cte de Blaye Guaran Fantstica Ipoh Coffee Lakkalikri Laughing Lumberjack Lager Outback Lager Rhnbru Klosterbier Sasquatch Ale Steeleye Stout Beverages Total Condiments Aniseed Syrup Chef Anton's Cajun Seasoning Genen Shouyu Gula Malacca Louisiana Fiery Hot Pepper Sauce Louisiana Hot Spiced Okra Northwoods Cranberry Sauce Original Frankfurter grne Soe Sirop d'rable Vegie-spread Condiments Total Confections Chocolade Gumbr Gummibrchen Maxilaku NuNuCa Nu-Nougat-Creme Pavlova Schoggi Schokolade Scottish Longbreads Sir Rodney's Marmalade Sir Rodney's Scones Tarte au sucre Teatime Chocolate Biscuits Valkoinen suklaa Zaanse koeken Confections Total Dairy Products Camembert Pierrot Fltemysost Geitost Gorgonzola Telino Gudbrandsdalsost Mascarpone Fabioli Mozzarella di Giovanni Queso Cabrales Queso Manchego La Pastora Raclette Courdavault Dairy Products Total
Quarter Qtr 1 $706 $2,721 $590 $25,127 $529 $1,398 $1,142 $1,508 $215 $179 $1,742 $35,858
Qtr 2 Grand Total $878 $228 $360 $12,806 $468 $4,497 $1,774 $518 $384 $1,509 $1,037 $1,008 $25,467 $1,584 $2,949 $950 $37,933 $997 $5,895 $2,916 $518 $1,892 $1,723 $1,217 $2,750 $61,325 Focusing the report to compare two quarters Instead of listing sales for all quarters, this report contains only the first and second quarter data. If you click the dropdown arrow in the Quarter field, you'll notice that only Qtr 1 and Qtr 2 are selected. The values in the Grand Total column include only the amounts for the first two quarters.
$600 $2,970 $177 $1,754 $2,151 $1,224 $1,300 $1,028 $1,881 $263 $13,347
$1,144 $3,195 $177 $3,748 $3,498 $2,040 $1,300 $2,141 $4,560 $3,466 $25,269
$745 $5,080 $1,606 $193 $1,685 $1,755 $1,268 $1,418 $4,728 $944 $845 $817 $21,083
$163 $1,249 $620 $865 $2,646 $5,268 $1,063 $4,253 $756 $4,548 $350 $286 $22,066
$907 $6,329 $2,226 $1,058 $4,331 $7,023 $2,330 $4,253 $2,174 $9,276 $1,293 $845 $1,103 $43,148
$3,329 $4,455 $294 $487 $2,650 $1,974 $1,357 $456 $9,117 $24,119
$3,990 $174 $243 $2,993 $1,267 $2,221 $4,488 $3,029 $1,397 $7,453 $27,254
$7,319 $4,629 $537 $3,480 $3,917 $2,221 $6,462 $4,387 $1,853 $16,569 $51,373
Page 13
Q1 and Q2
Sales Category
Product
Quarter Qtr 1
Grains/Cereals Filo Mix Gnocchi di nonna Alice Gustaf's Knckebrd Ravioli Angelo Singaporean Hokkien Fried Mee Tunnbrd Wimmers gute Semmelkndel Grains/Cereals Total Meat/Poultry Alice Mutton Mishi Kobe Niku Pt chinois Perth Pasties Thringer Rostbratwurst Tourtire Meat/Poultry Total Produce Longlife Tofu Manjimup Dried Apples Rssle Sauerkraut Tofu Uncle Bob's Organic Dried Pears Produce Total Seafood Boston Crab Meat Carnarvon Tigers Escargots de Bourgogne Gravad lax Ikura Inlagd Sill Jack's New England Clam Chowder Konbu Nord-Ost Matjeshering Rd Kaviar Rgede sild Spegesild Seafood Total Grand Total
$1,474 $1,500 $208 $1,215 $68 $385 $61 $1,308 $216 $205 $804 $7,445
$2,272 $2,363 $265 $421 $533 $2,698 $1,243 $168 $1,838 $714 $1,007 $92 $13,613
$3,746 $3,863 $265 $629 $1,748 $2,766 $1,628 $229 $3,146 $930 $1,212 $895 $21,059 $289,358
$143,703 $145,655
Page 14
Multiple Subtotals
Sales Category Product Beverages Chai Chang Chartreuse verte Cte de Blaye Guaran Fantstica Ipoh Coffee Lakkalikri Laughing Lumberjack Lager Outback Lager Rhnbru Klosterbier Sasquatch Ale Steeleye Stout Beverages Sum Beverages Average Beverages Max Beverages Min Condiments Aniseed Syrup Chef Anton's Cajun Seasoning Genen Shouyu Gula Malacca Louisiana Fiery Hot Pepper Sauce Louisiana Hot Spiced Okra Northwoods Cranberry Sauce Original Frankfurter grne Soe Sirop d'rable Vegie-spread Condiments Sum Condiments Average Condiments Max Condiments Min Confections Chocolade Gumbr Gummibrchen Maxilaku NuNuCa Nu-Nougat-Creme Pavlova Schoggi Schokolade Scottish Longbreads Sir Rodney's Marmalade Sir Rodney's Scones Tarte au sucre Teatime Chocolate Biscuits Valkoinen suklaa Zaanse koeken Confections Sum Confections Average Confections Max Confections Min
Quarter Qtr 1 $706 $2,721 $590 $25,127 $529 $1,398 $1,142 $1,508 $215 $179 $1,742 $35,858 $3,260 $25,127 $179
Qtr 2 Grand Total $878 $228 $360 $12,806 $468 $4,497 $1,774 $518 $384 $1,509 $1,037 $1,008 $25,467 $2,122 $12,806 $228 $1,584 $2,949 $950 $37,933 $997 $5,895 $2,916 $518 $1,892 $1,723 $1,217 $2,750 $61,325 $2,666 $25,127 $179 Analyzing category results: adding more subtotals In addition to the sales totals for each category, this report includes the average, largest, and smallest sale for each category. To see how this was done, double-click the Category field. You'll notice that four different custom subtotals are selected. Scroll the list in the PivotTable Field dialog box to see the other types of subtotals available for display.
$544 $225 $1,995 $1,347 $816 $1,113 $2,679 $3,203 $11,922 $1,490 $3,203 $225
$600 $2,970 $177 $1,754 $2,151 $1,224 $1,300 $1,028 $1,881 $263 $13,347 $1,335 $2,970 $177
$1,144 $3,195 $177 $3,748 $3,498 $2,040 $1,300 $2,141 $4,560 $3,466 $25,269 $1,404 $3,203 $177
$745 $5,080 $1,606 $193 $1,685 $1,755 $1,268 $1,418 $4,728 $944 $845 $817 $21,083 $1,757 $5,080 $193
$163 $1,249 $620 $865 $2,646 $5,268 $1,063 $4,253 $756 $4,548 $350 $286 $22,066 $1,839 $5,268 $163
$907 $6,329 $2,226 $1,058 $4,331 $7,023 $2,330 $4,253 $2,174 $9,276 $1,293 $845 $1,103 $43,148 $1,798 $5,268 $163
Page 15
Multiple Subtotals
Sales Category
Product
Quarter Qtr 1
Dairy Products Camembert Pierrot Fltemysost Geitost Gorgonzola Telino Gudbrandsdalsost Mascarpone Fabioli Mozzarella di Giovanni Queso Cabrales Queso Manchego La Pastora Raclette Courdavault Dairy Products Sum Dairy Products Average Dairy Products Max Dairy Products Min Grains/Cereals Filo Mix Gnocchi di nonna Alice Gustaf's Knckebrd Ravioli Angelo Singaporean Hokkien Fried Mee Tunnbrd Wimmers gute Semmelkndel Grains/Cereals Sum Grains/Cereals Average Grains/Cereals Max Grains/Cereals Min Meat/Poultry Alice Mutton Mishi Kobe Niku Pt chinois Perth Pasties Thringer Rostbratwurst Tourtire Meat/Poultry Sum Meat/Poultry Average Meat/Poultry Max Meat/Poultry Min Produce Longlife Tofu Manjimup Dried Apples Rssle Sauerkraut Tofu Uncle Bob's Organic Dried Pears Sum Average Max Min
$3,329 $4,455 $294 $487 $2,650 $1,974 $1,357 $456 $9,117 $24,119 $2,680 $9,117 $294
$3,990 $174 $243 $2,993 $1,267 $2,221 $4,488 $3,029 $1,397 $7,453 $27,254 $2,725 $7,453 $174
$7,319 $4,629 $537 $3,480 $3,917 $2,221 $6,462 $4,387 $1,853 $16,569 $51,373 $2,704 $9,117 $174
$188 $6,931 $202 $499 $986 $979 $2,913 $12,697 $1,814 $6,931 $188
$742 $9,869 $504 $88 $913 $779 $1,736 $14,629 $2,090 $9,869 $88
$930 $16,800 $706 $587 $1,898 $1,758 $4,648 $27,326 $1,952 $9,869 $88
$2,668 $1,397 $5,710 $5,155 $5,702 $966 $21,598 $3,600 $5,710 $966
$4,013 $1,319 $1,316 $2,099 $4,456 $490 $13,695 $2,282 $4,456 $490
$6,681 $2,716 $7,026 $7,254 $10,159 $1,457 $35,293 $2,941 $5,710 $490
Page 16
Multiple Subtotals
Product
Quarter Qtr 1
Boston Crab Meat Carnarvon Tigers Escargots de Bourgogne Gravad lax Ikura Inlagd Sill Jack's New England Clam Chowder Konbu Nord-Ost Matjeshering Rd Kaviar Rgede sild Spegesild Seafood Sum Seafood Average Seafood Max Seafood Min Grand Total
$1,474 $1,500 $208 $1,215 $68 $385 $61 $1,308 $216 $205 $804 $7,445 $677 $1,500 $61
$2,272 $2,363 $265 $421 $533 $2,698 $1,243 $168 $1,838 $714 $1,007 $92 $13,613 $1,134 $2,698 $92
$3,746 $3,863 $265 $629 $1,748 $2,766 $1,628 $229 $3,146 $930 $1,212 $895 $21,059 $916 $2,698 $61 $289,358
$143,703 $145,655
Page 17
Average Sales
Quarter Qtr 1
Average Sale Minimum Sale $3,260 $1,490 $1,757 $2,680 $3,600 $1,796 $677 $2,113 $179 $225 $193 $294 $966 $360 $61 $61 Comparing total, average, and minimum sales Instead of adding subtotal types, this report has two additional data fields, Average Sale and Minimum Sale. If you double-click the Average Sale field, you'll see that it's based on the Sales field from the source data and uses the Average summary function. The summary functions available for data fields are the same ones available for subtotals.
Qtr 1 Total Qtr 2 Beverages Condiments Confections Dairy Products Meat/Poultry Produce Seafood Qtr 2 Total Qtr 3 Beverages Condiments Confections Dairy Products Meat/Poultry Produce Seafood Qtr 3 Total Qtr 4 Beverages Condiments Confections Dairy Products Meat/Poultry Produce Seafood Qtr 4 Total Grand Total
Page 18
Chart
Sum of Sales
40000
35000
30000
15000
Qtr 3 Qtr 4
10000
5000 Qtr 4 Qtr 3 Condiments Confections Qtr 2 Dairy Products Grains/Cereals Meat/Poultry Qtr 1 Produce Seafood
0 Beverages
Category
Page 19
Chart Instructions
You can use most of the chart type, formatting, and options available for regular charts to customize a PivotChart report. For more information, ask the Excel Answer Wizard about PivotChart reports.
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