This document contains instructions for creating a pivot table to analyze expense data over six months. It describes: 1) Creating a pivot table with Amount Paid as values, Category of Expenses as rows, and Payment Date as columns to summarize expenses by month. 2) Formatting the pivot table by renaming labels, changing the design style and number format, and renaming the sheet to "Analysis". 3) Using filters and a slicer to show only shared expenses and those from Starbucks.

1. Open the file in Excel. Review the data. This file
Open the file in Excel. Review the data. This file contains a listing of your expenses over the
past six months. ( SEE ATTACHMENT L8 DATAFILE)Part 1: Create the PivotTableSave the
data file as CIS105_Lesson8Project1_MEID.xlsx.Insert a PivotTable on a new worksheet
using data from A1:E246. Use the following fields in your PivotTable:Amount Paid
(Values)Category of Expenses (Rows)Payment Date (Columns) – in order to have the table
summarize expenses by each month, you will need to drag the “Payment Date” field from
the field list into the Columns area of the Pivot Table design grid. If you simply check the
box in front of the field name, it will not summarize the dates into months.Split with
Roommates? (Filters)Compare your PivotTable with the following image to ensure that you
have selected the correct fields. (SEE PROJECT 8 PART 1 ATTACHMENT)Part 2: Format the
PivotTableRename the labels in your PivotTable:“Row Labels” should be “Expense
Categories”“Column Labels” should be “Months”Change the PivotTable design style to any
color in the Medium color palette.Apply the Accounting Number format to the numerical
data in your PivotTable.Rename the PivotTable sheet to Analysis.Use the Filter to only show
expenses that are shared with your roommates.After viewing the data, remove the filter so
that the data shows all expenses.Insert a Slicer for the “Pay To” field.Move the Slicer to the
right of the PivotTable so that it does not overlap the PivotTable.Use the Slicer to filter the
data in the PivotTable to only show expenses at Starbucks.Select a Slicer Style that matches
the colors in your PivotTable.Change the Page Layout for the Analysis worksheet to
Landscape and the margins to Narrow.Save the file. Compare your worksheet to the image
below. (Your colors may be different.) (SEE PROJECT 8 PART 1 ATTACHMENT)