AACS3763 Managing Information Systems

Practical 2
PRACTICAL 2:
At the end of this practical student should be able to:
 Analyzing data with pivot tables
 Data analysis with power tools

Analyzing data with pivot tables

1.1 Create a Pivot table report

 Steps:

Open NA Sales.xlsx file and display the North America worksheet.

1. Click the Insert tab, then click the Recommended PivotTables button in the Table
group, then click each of the recommend layouts in the left side of the
Recommended PivotTables dialog box, scrolling as necessary.

2. Click Blank PivotTable at the bottom of the dialog box.

3. Click the Branch field check box in the Field List.

4. Click the Product ID check box in the Field List.

5. Click Sum of Product ID list arrow in the VALUES area at the bottom of the
PivotTable Fields List pane, then choose Move to Column Labels.

6. Drag the Quarter field from the PivotTable Fields List pane and drop it below the
Branch field in the ROWS area, select the Sales field check box in the PivotTable
Fields List pane, then save the workbook.

To be continued in 2.2

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Practical 2
1.2 Change a Pivot table’s summary function

 Steps: (Continued 1.1)

Open NA Sales.xlsx file and display the Sheet1 worksheet.

7. Right click cell A3, then point to Summarize Values By in the shortcut menu.

8. Click Average.

9. Click the PivotTable Tools Design Tab, click the Subtotals button in the Layout
group, then click Do Not Show Subtotals.

10. Right click cell A3, then point to Summarize Values By in the shortcut menu, then
click Sum.

11. Click the Subtotals button in the PivotTable Tools Design tab, then click Show
all Subtotals at Top of Group.

12. Click the More button in the PivotTable Styles gallery, then click Pivot Style
Light 16.

13. Click the PivotTable Tools Analyze tab, then click the Field Headers button in
the Show group to deselect it.

14. Click any sales value in the PivotTable, click the Field Settings button in the
Active Field group, click Number Format in the Value Field Settings dialog box,
click Currency in the Category list, make sure Decimal places is 2 and Symbol is $,
click Ok, click Ok again.

15. Rename Sheet1 PivotTable, save the workbook.

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Practical 2
1.3 Filter and sort Pivot table data

 Steps: (Continued 1.2)

Open NA Sales.xlsx file and display the PivotTable worksheet.

16. Right click cell H5, point to Sort in the shortcut menu, then click More Sort
Options.

17. Click the Largest to Smallest option button to select it under Sort options, make
sure the Top to Bottom option button is selected under Sort direction, review the
sort description under Summary, then click Ok.

18. Click any cell in the PivotTable, click the PivotTable Tools Analyze tab if
necessary, click the Insert Slicer button in the Filter group, in the Insert Slicer
dialog box, click the Product ID check box and the Branch check box to select
both fields, click Ok, then drag the slicers to the right of the PivotTable.

19. Click the 110 button in the Product ID slicer, press [CTRL], click the 510 button
in the Product ID slicer, press [CTRL], click the New York button in the Branch
slicer, press [CTRL], click the Toronto button in the Branch slicer, then press
[CTRL].

20. Click the Clear Filter button in the Product ID slicer, click in the Branch
slicer, click the top of the Branch slicer, press [CTRL], click the top of the Product
ID Slicer, release [CTRL], and right click the Product ID slicer, the click Remove
Slicers on the shortcut menu.

21. In the PivotTable Fields List pane, click Quarter field list arrow in the ROWS
area, then select Move to Report Filter in the list that opens.

22. Click the Cell B1 list arrow, click 4, click Ok, then save the workbook.

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Practical 2
1.4 Update a Pivot table report

 Steps:

Open NA Sales.xlsx file and display the North America worksheet.

1. Scroll to and right click the row 47 heading, then click Insert on the shortcut menu.

2. Click Blank PivotTable at the bottom of the dialog box.

3. Enter the data for the new experience in row 47 using the following information:

Product ID 450
Category Experience
Branch New York
Quarter 4
Sales 3015.05
4. Click the PivotTable sheet tab, then verify that the Quarter 4 data appears.

5. Click anywhere within the PivotTable if necessary, click the PivotTable Tools
Analyze tab, then click the Refresh button in the Data group.

Save the workbook.

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Practical 2

Practical Exercise:
Open US Sales.xlsx file.
1. Create a PivotTable report
a. Create a blank PivotTable report on a new worksheet using the January Sales
worksheet data in the range A1:E25.
b. Add the UPC field in the PivotTable Fields List pane to the COLUMNS area.
c. Add the Sales field in the PivotTable Fields List pane to the VALUES area.
d. Add the Store field in the PivotTable Fields List pane to the ROWS area.
e. Add the Sales Rep field in the PivotTable Fields List pane to the ROWS are below the
Store field.

2. Change a PivotTable’s summary function and design

a. Change the PivotTable summary function to Average.
b. Rename the new sheet Jan Sales PT.
c. Change the PivotTable Style to PivotTable Style Light 18. Format the sales values in
the PivotTable as Currency with a $ symbol and two decimal places.
d. Enter your name in the center section of the PivotTable report footer, then save the
workbook.
e. Change the Summary function back to Sum. Remove the headers “Rows Labels” and
“Column Labels”.

3. Filter and sort PivotTable data

a. Sort and stores in ascending order by total sales.
b. Use slicers to filter the PivotTable to display sales for the UPC 101548792461 in the
Atlanta and Miami stores.
c. Clear the filters and delete the slicers.
d. Add the Region field to the FILTERS area in the PivotTable Fields List pane. Use the
FILTERS list arrow to display sales for only the East region. Display sales for all
regions.
e. Save the workbook.

4. Update a PivotTable report

a. With the Jan Saes PT sheet active, note the Seattle total for UPC 101548792461.
b. Active the January Sales sheet, and change L.Bartlet’s sales of UPC 101548792461 in
cell D8 to $2,000.
c. Refresh the PivotTable so it reflects the new sales figure.
d. Verify the Seattle total for UPC 101548792461increased to $2,699.
e. Save the workbook.

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Practical 2
Data analysis with power tools
2.1 Add query to a data model

 Steps:

Open SC Demographics for Client.xlsx file.

If Power Pivot does not appear on the Ribbon, click the File tab, click Options, click
COM Add-ins, click Go, in the COM Add-ins dialog box click the Microsoft Power
Pivot for Excel check box to select it then click OK.

1. Click Housing Units by City worksheet and then click in the table to make it active.

2. Click Power Pivot on the ribbon to display the Power Pivot tab.

3. Click the Power Pivot tab in the ribbon, and then click Add to Data Model button
in the Tables group to add data on the current worksheet to the data model.

4. Close the Power Pivot for Excel window to return to the regular Excel Window.

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Practical 2
2.2 To add another query to the Data model

 Steps:

Open SC Demographics for Client.xlsx file.

1. Click Top 15 Countries worksheet and then click in the table to make it active.

2. Click Power Pivot on the ribbon to display the Power Pivot tab.

3. Click the Power Pivot tab in the ribbon, and then click Add to Data Model button
in the Tables group to add data on the current worksheet to the data model.

4. Close the Power Pivot for Excel window to return to the regular Excel Window.

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Practical 2
2.3 Build a Pivot table using Power Pivot

 Steps:

Open SC Demographics for Client.xlsx file.

1. With the Power Pivot for Excel window still open, click the PivotTable button to
display the Create PivotTable dialog box.

2. Click OK to create a PivotTable on a new worksheet and to display the PivotTable

Fields task pane.

3. In the choose fields to add to the report area, click Population_Income (PivotTable
fields task pane) to display the fields from the query table.

4. Click the check boxes beside the State field and the Country field to add the fields to
the Rows area.

5. Click the Population check box to add the field to the Values area.

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6. Scroll up in the “Choose fields to add to the report” area and then click
Housing_Area (PivotTable Fields task pane) to display the fields from the query
table.

7. Click the Housing Units check box to add the field to the Values area.

8. Click the Create button in the PivotTable Fields task pane to display the Create
Relationship dialog box.

9. Click the Table button and then click Housing_Area. Click the Related Table
button and then click Population_Income.

10. Click the Column (Foreign) button and then click Country.

11. Click the Ok button (Create Relationship dialog box) to create the relationship
between the tables and adjust the numbers in the PivotTable.

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12. Click the Power Pivot tab, then click “Go to the Power Pivot window” button
in the Data Model group to make the Power Pivot for Excel window active.

13. Click the Home tab, then click the Diagram View button in the View group to see a
visual display.

14. Click the Data View button to return to the Data View.

Save the workbook.

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