Create a pivottable report using the data in sales


You are a regional manager for Home Station, a national chain of home renovation stores. You are analyzing the weekly sales data for one of the retail stores located in Austin, Texas. The sales data is reported by the department and manager. The Austin store manager wants to rotate the department managers in each of the store's department so each manager becomes more familiar with the entire store's operations. You have been assigned the task of determining the impact of rotating the managers on store sales. You will import the sales data from a database into Excel and then create a PivotTable report to summarize the quarterly sales by department and by managers.

1. Create a new Excel workbook and save as Home Station-Austin.xlsx in the Chapter 7 folder

2. Import the information from the sales table in the Sales.accdb database in the Chapter 7 folder into a worksheet name Sales

3. Create a PivotTable report using the data in Sales worksheet and place the PivotTable report in a new worksheet named Austin

4. Use the PivotTable report to analyze the sales by department. Change the number format of the sales data to currency and sort the sales so that the department with the highest sales appears first. Print the worksheet

5. Rearrange the fields in the PivotTable report to analyze department sales by quarter. Which department had the highest quarterly sales in which quarter did it occur. (Hint: Use the Data field to summarize the dates by quarter)

6. Add the manager field to the PivotTable report to analyze each department's quarterly sales performance by manager. Which manager had the highest sales for each department? In which quarter did the highest sales occur?

7. Rearrange the fields in the PivotTable report to analyze each manager's quarterly sales performance by department. Which department resulted in the highest sales for each manager? In which quarter did the highest sales occur?

8. Based on the data collected, which manager would you choose to manage each department on a long term basis? Support your recommendations with data from the PivotTable report.

9. Save and close the Home Station.xlsx workbook.

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Financial Accounting: Create a pivottable report using the data in sales
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