SUBMISSION: Pivot Tables

Using the provided dataset, create a Pivot Table report in Excel: 1) Build a Pivot Table summarizing sales/revenue by at least two dimensions (e.g., region and product). 2) Add a Slicer for one dimension and a Timeline for date filtering. 3) Create a Pivot Chart from your table. 4) Format the report with clear headers and number formatting. Submit your completed .xlsx file.

32 minutesProject submission

Assignment Instructions

📥 Starter File

⬇ Download Starter File (.xlsx)

The file contains 2 years of sales data (438 rows) across 4 regions, 8 products, and 3 categories. An Instructions sheet is also included.

📋 Assignment Instructions

Part 1: Build Pivot Tables

Revenue by Region × Category — create a Pivot Table on a new sheet with Region as rows, Category as columns, and Revenue as values (Sum).
Monthly Revenue Trend — create a Pivot Table showing Revenue by month. Group the Order Date field by Month and Year.
Salesperson Performance — create a Pivot Table showing Units Sold by Salesperson, with a Region filter (Report Filter or Slicer).

Part 2: Add Interactivity

Add a Region Slicer — insert a Slicer for the Region field and connect it to all three Pivot Tables (right-click Slicer → Report Connections).
Add a Date Timeline — insert a Timeline for Order Date and connect it to all Pivot Tables.
Style the Slicers — choose a consistent color scheme that matches your report theme.

Part 3: Pivot Charts

Bar Chart — create a Pivot Chart from the Region × Category table. Use a Clustered Bar chart with data labels.
Line Chart — create a Pivot Chart from the monthly trend table. Show the Revenue trend line with markers.
Format Charts — add chart titles, clean up gridlines, apply a professional color palette, and add data labels where helpful.

Part 4: Polish

Number Formatting — format all Revenue values as currency ($1,234) and Units as numbers with comma separators.
Conditional Formatting — highlight the top 3 values in each Pivot Table using a color scale or icon set.
Arrange on a Report Sheet — create a "Report" sheet and copy/move your charts and Slicers into a clean, presentable layout.

✅ Submission Checklist

3 Pivot Tables created (Region×Category, Monthly Trend, Salesperson)
Region Slicer connected to all Pivot Tables
Date Timeline connected to all Pivot Tables
Bar chart and Line chart created from Pivot data
Charts formatted with titles and data labels
Currency and number formatting applied
Report sheet with organized layout

Upload your completed .xlsx file using the form below.