Excel 2013 Chapter 8: SAM Project 1a Precision Guitars WORKING WITH PIVOTTABLES AND PIVOTCHARTS

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Shelly Cashman Excel 2013
Chapter 8: SAM Project 1a
Precision Guitars
working with pivottables and pivotcharts
Project Goal
M Project Name
Project Goal

2. PROJECT DESCRIPTION
Troy Bellevue is the national sales manager for Precision Guitars. Troy wants to
analyze sales by region, and has asked you to create a workbook detailing sales in
Region 1. You will need to create tables with sales data for each guitar type as well as
a summary table for all guitars sales. Then you will need to add PivotTables and
PivotCharts to further analyze the data.
GETTING STARTED
Download the following file from the SAM website:
SC_Excel2013_C8_P1a_FirstLastName_1.xlsx
Open the file you just downloaded and save it with the name
SC_Excel2013_C8_P1a_FirstLastName_2.xls
Hint: If you do not see the .xlsx file extension in the Save file dialog box, do not type
it. Excel will add the file extension for you automatically.
With the file SC_Excel2013_C8_P1a_FirstLastName_2.xlsx still open, ensure that your
first and last name is displayed in cell B6 of the Documentation sheet. If cell B6 does
not display your name, delete the file and download a new copy from the SAM
website.
PROJECT STEPS

3. 1. Go to the ​2013-2016 Guitar Sales Chart worksheet. Remove the 4-year Sales
Average field from the PivotChart.
2. Format the PivotChart title using the Gradient Fill – Orange, Accent 4,
Outline – Accent 4 WordArt Style.
3. Format the PivotChart as described below:
a. Change the data series format to Cylinder.
b. Change the fill of the Back and Side walls of the chart to Gradient Fill using the
From Center option in the Variations section of the Gradient submenu. (​Hint:
Depending on the existing formatting of the back or side walls of the chart, the From
Center option may be available in the Light section of the Gradient submenu.)
4. Go to the ​2016 Guitar Sales worksheet and select cell B4. Create a new
worksheet, then create a blank PivotTable report in the new worksheet. (​Hint: The
PivotTable report should be based on the table ​GuitarSales2016.)
a. Change the name of the worksheet containing the PivotTable report to Electric
PivotTable Report.
b. Add the Model and Customer fields (in that order) to the Rows area of the
PivotTable Fields task pane.
c. Add the Quantity and Total Amount fields (in that order) to the Values area of
the PivotTable Fields task pane. (​Hint: The name of the fields should be changed to
Sum of Quantity and Sum of Total Amounts.)
d. Apply the Currency number format, with 0 decimal places, to the Sum of Total
Amount field.

4. e. Add the Type field to the Filters area of the PivotTable Fields task pane. Use
the filter to display only records for Electric guitars (not Acoustic or Acoustic-Electric​)
in the PivotTable report.
5. Return to the ​2016 Guitar Sales worksheet. Createa PivotChartdirectly
from the data in that table in a new worksheet. Rename the new worksheet Quantity
Sold Report then update the PivotChartas described below:
a. Add the Type field to the Legend (Series) area of the PivotChart Fields task
pane.
b. Add the Customer field to the Axis (Category) area of the PivotChart Fields
task pane.
c. Add the Quantity field to the Values area of the PivotChart Fields task pane.
Change the title of this field to Quantity Sold in 2016.
d. Select row 1 and insert two new rows into the workbook.
e. In cell A1, enter the text Precision Instrument Manufacturing and apply the Title
cell style to the cell.
f. In cell A2, enter the text Guitars Sold to All Customers in 2016 and apply the
Title cell style to the cell.
g. Move and resize the PivotChartso that the top, left corner appears in cell A14
and the bottom, right corner appears in cell E33.
6. Go to the ​Customer PivotTable Report worksheet. Refresh the
PivotTable report data (​Hint: After refreshing the PivotTable data, the Total 2016 Sales
value for Ace Guitar World should be 7158).

5. 7. Apply the Pivot Style Medium 13 to the PivotTable report.
8. Modify the Sum of Order# field (in column B) as described below:
a. Summarize the values in the column using the COUNT function.
b. Change the name of the field to Total 2016 Orders.
9. Modify the number format of the Total 2016 Salesfield, so that the values
display in the Currency numberformat, with 0 decimal places.
10. Add a new calculated field to the end of the PivotTable report as described
below:
a. Enter the text Income per Guitar as the field title.
b. Use the formula =’Total Amount’/Quantity for the field.
c. Apply the Currency number format, with 0 decimal places, to the field.
d. Change the custom name of the calculated field to Average Income per Guitar
Sold.
11. Go to the ​Model PivotTable Report worksheet and make the following updates:
a. Change the layout of the PivotTable report to the Compact form view.
b. Hide the Field Headersin the PivotTable report.
c. Update the PivotTable optionsto turn off auto fitting of column widths.

6. 12. Format the Customer slicer using the Slicer Style Light 5.Then, use the slicer
to filter the PivotTable report to only display data for Jackson Music School,Patriot’s
Hill Music, and Westwood Music Academy.
13. Add another slicer to the Model PivotTablereportbased on the Type field, then
complete the following actions:
a. Resize and reposition the Type slicer, so that the top, left corner is located in
cell P18 and the bottom, right corner is located in cell R24.
b. Format the slicer using the Slicer Style Light 5.
c. Use the slicer to filter the PivotTable report to only display data for Acoustic
and Electric guitars. (​Hint: The PivotTable should already be filtered using the
Customer Slicer.)
14. Go to the ​2013-2017 Sales Forecast worksheet. Create a Line with Markers
chart based on the non-adjacent range A3:F3 and A7:F7. (​Hint: The Line with Markers
graph is a type of 2-D Line graph) Move and resize the chart so that the top, left corner
is in cell A9 and the bottom, right corner is in cell F21.
15. Format the Line with Markers chart as described below:
a. Change the title of the chart to Guitar Sales - Actual and Forecast.
b. Set the Minimum bounds for the Vertical axis to 20000.0
c. Add a Primary Vertical Axis title to the chart. Change the Primary Vertical Axis
title to Dollars (U.S.).
d. Add a Primary Horizontal Axis title to the chart. Change the Primary Horizontal
Axis title to Year.

7. e. Select the 2017 Data Point on the chart, change the size of the marker to 8, and
the fill color of the marker to Red, Accent 6.
16. Go to the ​Acoustic Electric – Trendline worksheet. Add a Linear trendline to the
chart with the following options:
a. Set the trendline to forecast two-periods forward.
b. Displaythe R-squared value on the chart.
Your workbook should look like the Final Figures on the following pages. Save your
changes, close the workbook, and exit Excel. Follow the directions on the SAM
website to submit your completed project.