This image appears when a project instruction has changed to accommodate an update to Microsoft 365 Apps . If the instruction does not match your version of Office, try using the alternate instruction instead. Open the start file EX2019-SkillReview-8-1 . The file will be renamed automatically to include your name. Change the project file name if directed to do so by your instructor, and save it. If the workbook opens in Protected View, click the Enable Editing button in the Message Bar at the top of the workbook so you can modify the workbook. NOTE : If group titles are not visible on your Ribbon in Excel for Mac , click the Excel menu and select Preferences to open the Excel Preferences dialog box. Click the View button and check the Group Titles check box under In Ribbon, Show . Close the Excel Preferences dialog box. Use GETPIVOTDATA to extract data from a PivotTable. In cell D1 on the Analysis worksheet, display the total annual sales for Ambulatory Care of TX, Inc. If necessary, go to the Analysis worksheet. Select cell D1 . Type = Click the PivotTable worksheet tab. Click cell B4 . Press Enter . Use consolidate to create a summary of the sales data by region. The summary will be located on the Analysis worksheet. Remain on the Analysis worksheet and select cell A4 . On the Data tab, in the Data Tools group, click the Consolidate button. Verify that Sum is selected in the Function box. If there are any references in the All references box, click each and then click the - button to remove them. Click in the Reference box, and then click the Sales Data worksheet tab. Click and drag to select cells C3:E67 . Click both the Top row and Left column check boxes. Click OK . On the Analysis worksheet, delete cells B4:B12 , allowing the other cells to shift left. Sort the sales data alphabetically by region and then by last name. Go to the Sales Data worksheet, and click any cell in the data set. On the Data tab, in the Sort & Filter group, click the Sort button. In the Sort dialog, expand the Sort by , Column list, and select Region . Click the + button to add a level. Expand the Then by, Column list, and select Last Name . Click OK . Add subtotals to the data to calculate the total commission earned for each sales associate. On the Data tab, in the Outline group, click the Subtotal button. Expand the At each change in list, and select Last Name . Verify that Sum is selected in the Use function box. Verify that there is a checkmark next to Commission Earned in the Add subtotal to box. Click OK . Copy the subtotal data to the Analysis worksheet. On the Sales Data worksheet, click the outline level 2 button to collapse the list so only the total commission earned for each sales associate is visible. This will make it easier to copy the data. Select cells A3:G77 and copy th.

1. This image appears when a project instruction has changed to
accommodate an update to
Microsoft 365 Apps
. If the instruction does not match your version of Office, try
using the alternate instruction instead.
Open the start file
EX2019-SkillReview-8-1
. The file will be renamed automatically to include your name.
Change the project file name if directed to do so by your
instructor, and save it.
If the workbook opens in Protected View, click the
Enable Editing
button in the Message Bar at the top of the workbook so you
can modify the workbook.
NOTE
: If group titles are not visible on your
Ribbon
in
Excel for Mac
, click the
Excel
menu and select
Preferences
to open the
Excel Preferences
dialog box. Click the
View
button and check the
Group Titles
check box under

2. In Ribbon, Show
. Close the
Excel Preferences
dialog box.
Use GETPIVOTDATA to extract data from a PivotTable. In cell
D1 on the
Analysis
worksheet, display the total annual sales for Ambulatory Care
of TX, Inc.
If necessary, go to the
Analysis
worksheet.
Select cell
D1
.
Type
=
Click the
PivotTable
worksheet tab.
Click cell
B4
.
Press
Enter
.

3. Use consolidate to create a summary of the sales data by region.
The summary will be located on the
Analysis
worksheet.
Remain on the
Analysis
worksheet and select cell
A4
.
On the
Data
tab, in the
Data Tools
group, click the
Consolidate
button.
Verify that
Sum
is selected in the
Function
box.
If there are any references in the
All references
box, click each and then click the
-
button to remove them.
Click in the
Reference

4. box, and then click the
Sales Data
worksheet tab. Click and drag to select cells
C3:E67
.
Click both the
Top row
and
Left column
check boxes.
Click
OK
.
On the
Analysis
worksheet, delete cells
B4:B12
, allowing the other cells to shift left.
Sort the sales data alphabetically by region and then by last
name.
Go to the
Sales Data
worksheet, and click any cell in the data set.
On the
Data
tab, in the
Sort & Filter

5. group, click the
Sort
button.
In the
Sort
dialog, expand the
Sort by
,
Column
list, and select
Region
.
Click the
+
button to add a level.
Expand the
Then by, Column
list, and select
Last Name
.
Click
OK
.
Add subtotals to the data to calculate the total commission
earned for each sales associate.
On the
Data

6. tab, in the
Outline
group, click the
Subtotal
button.
Expand the
At each change in
list, and select
Last Name
.
Verify that
Sum
is selected in the
Use function
box.
Verify that there is a checkmark next to
Commission Earned
in the
Add subtotal to
box.
Click
OK
.
Copy the subtotal data to the
Analysis
worksheet.
On the

7. Sales Data
worksheet, click the outline level
2
button to collapse the list so only the total commission earned
for each sales associate is visible. This will make it easier to
copy the data.
Select cells
A3:G77
and copy them to the Clipboard. Do not include the
Grand Total
row (row 78).
Go to the
Analysis
worksheet and paste the copied data beginning in cell
A15
.
Notice that when you paste the subtotaled data, Excel removes
the subtotal grouping, but keeps the subtotal rows and formulas.
You can use the
Outline
command to re-create groups based on the subtotal formulas.
Click any cell in the data range.
On the
Data
tab, in the
Outline
group, click the
Group

8. button arrow, and select
Auto Outline
.
Click the outline level
1
button to collapse the list so only the total commission earned
for each sales associate is visible.
On the
Commissions
worksheet, create a new conditional formatting rule to apply an
icon set to the values in the
Rating
column.
Go to the
Commissions
worksheet and select cells
H3:H66
.
On the
Home
tab, in the
Styles
group, click the
Conditional Formatting
button. Click
New Rule...
The New Formatting Rule dialog opens.

9. In the
Style
box, expand the list, and select
Icon Sets
.
Expand the
Icons
list, and select
Three Stars
.
Click the
Show Icon Only
checkbox to hide the values in the selected cells.
In the
Display
section, expand the first
Type
list and select
Number
.
In the first
Value
box type
9500
to display a completely filled gold star when the cell value is
greater than or equal to 9,500.
Expand the second
Type
list and select
Number
.

10. In the second
Value
box, type
5000
to display a partially filled gold star when the cell value is less
than 9,500 and greater than or equal to 5,000.
Click
OK
.
Sort the sales data so cells with the completely filled gold star
icon appear first.
Scroll down and find a cell with a completely filled gold star.
Right-click a cell with a completely filled gold star, point to
Sort, and select
Put Selected Formatting Icon On Top
.
On the
Sales Data Filter
worksheet, delete the conditional formatting rule that applies a
font format to cells where the value is above average.
Go to the
Sales Data Filter
worksheet.

11. On the
Home
tab, in the
Styles
group, click the
Conditional Formatting
button. Click
Manage Rules...
to open the Conditional Formatting Rules Manager.
If necessary, expand the
Show formatting rules for
list and select
This Worksheet
.
Select the
Above Average
rule and click the
-
button to delete the rule.
Click
OK
.
Use the Advanced Filter feature to find sales greater than
$120,000 for George Anderson or Mia Zhu.
Remain on the
Sales Data Filter
worksheet, and insert four new rows above row 3, so the

12. column label row is now row 7 and there are five blank rows
between the title and the column labels. If necessary, clear all
formatting from the new rows.
Copy the range
A7:G7
(the column labels) and paste in
A3:G3
.
Enter the filter criteria in
A4:G5
as follows:
In
A4
, type:
George
In
B4
, type:
Anderson
In
E4
, type:
>120000
In
A5
, type:
Mia
In

13. B5
, type:
Zhu
In
E5
, type:
>120000
Click any cell in the data set.
On the
Data
tab, in the
Sort & Filter
group, click the
Advanced
button.
Verify that the
Filter the list, in place
radio button is selected.
The
List range
box should display $A$7:$G$71. If it does not, click in the
List range
box, and then click and drag to select cells
A7:G71
.
Click in the
Criteria range
box. Click and drag to select the range

14. A3:G5
as the criteria range.
Click
OK
.
The data in the
Sales Data
worksheet has changed since the PivotTable was created.
Refresh the PivotTable to reflect the changes.
Go to the
PivotTable
worksheet and click anywhere in the PivotTable.
On the
PivotTable Analyze
tab, in the
Data
group, click the
Refresh
button.
In the
PivotTable Fields
pane, click
Last Name
to add the
Last Name
field to the
Rows
box.

15. In the
Rows
box, click
Last Name
and move it above
Client
.
Add a calculated field to determine the average commission rate
for each row in the PivotTable.
On the
PivotTable Analyze
tab, in the
Calculations
group, click the
Fields, Items, & Sets
button.
Click
Calculated Field...
In the
Name
box, type:
Average Commission Calculated
In the
Fields
box, click
Commission Earned
, and then click the

16. Insert Field
button.
Type:
/
In the
Fields
box, double-click
Annual Sales
.
The final formula in the
Formula
box should look like this:
='Commission Earned'/'Annual Sales'
Click
OK
to add the calculated field to the PivotTable.
Click any cell in the new calculated column.
On the
PivotTable Analyze
tab, in the
Active Field
group, click the
Field Settings
button to open the
PivotTable Field
dialog.
In the
Custom Name

17. box, type:
Average Commission
Click the
Number...
button at the bottom left corner of the dialog. In the
Category
list, click
Percentage
. If necessary, type
2
in the
Decimal places
box.
Click
OK
.
Click
OK
again to close the
PivotTable Field
dialog.
Apply a Quick Style to the PivotTable.
Click anywhere in the PivotTable.
On the
PivotTable Design
tab, in the
PivotTable Styles

18. group, click the
More
button to expand the gallery.
Click
Light Blue, Pivot Style Medium 2
.
Change the layout of the PivotTable to
Tabular
and repeat the item labels on every row.
On the
PivotTable Tools Design
tab, in the
Layout
group, click the
Report Layout
button and select
Show in Tabular Form
.
On the
Design
tab, in the
Layout
group, click the
Report Layout
button and select
Show in Tabular Form
.
On the

19. PivotTable Tools Design
tab, in the
Layout
group, click the
Report Layout
button and select
Repeat All Item Labels
.
On the
Design
tab, in the
Layout
group, click the
Report Layout
button and select
Repeat All Item Labels
.
Use slicers to filter the PivotTable by region to show only the
SW2 region.
On the
PivotTable Analyze
tab, in the
Filter
group, click the
Insert Slicer
button.
In the
Insert Slicers
dialog, click the

20. Region
check box. Click
OK
.
In the
Region
slicer, click the
SW2
button.
Filter the PivotChart data to show only the NW1 and NW2
regions.
Go to the
PivotChart
worksheet and select the chart.
On the
PivotChart Analyze
tab, in the
Filter
group, click the
Insert Slicer
button.
In the
Insert Slicers
dialog, click the
Region
check box. Click
OK
.

21. In the
Region
slicer, click the
NW1
button. Press the
[command]
key and click the
NW2
button.
Apply a Quick Style to the PivotChart.
Select the PivotChart.
On the
PivotChart Design
tab, in the
Chart Styles
group, click the
More
button to expand the gallery if necessary.
Click
Style 8
.
Save and close the workbook.
Submit project for grading.