PivotTableDataSales-RepRegionMonthSaleMagazineBucknell-PeterWest1-Jan

PivotTableData

Sales Rep	Region	Month	Sale	Magazine
Bucknell, Peter	West	1-Jan	$ 500	Business Times
Smith, Michael	South	1-Feb	$ 900	IT Weekly
Anderson, Rachel	South	1-Feb	$ 700	Value Driven Journal
Fuller, Brad	North	1-Feb	$ 375	People, Places, and Machines
Cushman, David	North	1-Feb	$ 450	Dollars and Sense
Nell, Janet	East	1-Jan	$ 550	Value Driven Journal
Peaslee, Garrett	East	1-Feb	$ 800	People, Places, and Machines
Drew, Nancy	West	1-Jan	$ 700	Dollars and Sense
Nell, Janet	East	1-Feb	$ 600	Business Times
Smith, Michael	South	1-Feb	$ 1,250	IT Weekly
Anderson, Rachel	South	1-Feb	$ 1,400	Business Times
Cushman, David	North	1-Jan	$ 1,000	IT Weekly
Bucknell, Peter	West	1-Feb	$ 600	Dollars and Sense
Peaslee, Garrett	East	1-Jan	$ 1,000	Value Driven Journal
Fuller, Brad	North	1-Feb	$ 1,200	People, Places, and Machines
Drew, Nancy	West	1-Feb	$ 580	Dollars and Sense
Smith, Michael	South	1-Jan	$ 400	Value Driven Journal
Nell, Janet	East	1-Jan	$ 720	People, Places, and Machines
Fuller, Brad	North	1-Jan	$ 925	Dollars and Sense
Bucknell, Peter	West	1-Jan	$ 1,100	Business Times
Cushman, David	North	1-Jan	$ 1,200	Business Times
Peaslee, Garrett	East	1-Jan	$ 250	Value Driven Journal
Drew, Nancy	West	1-Jan	$ 700	People, Places, and Machines
Anderson, Rachel	South	1-Jan	$ 750	Dollars and Sense
Cushman, David	North	1-Jan	$ 1,100	People, Places, and Machines
Bucknell, Peter	West	1-Feb	$ 1,200	Dollars and Sense
Fuller, Brad	North	1-Feb	$ 250	Value Driven Journal
Nell, Janet	East	1-Feb	$ 700	People, Places, and Machines
Bucknell, Peter	West	1-Feb	$ 750	Dollars and Sense
Smith, Michael	South	1-Jan	$ 1,000	Business Times
Fuller, Brad	North	1-Feb	$ 1,200	Business Times
Drew, Nancy	West	1-Jan	$ 580	Value Driven Journal
Nell, Janet	East	1-Feb	$ 400	People, Places, and Machines
Cushman, David	North	1-Feb	$ 720	Dollars and Sense
Peaslee, Garrett	West	1-Feb	$ 925	People, Places, and Machines
Smith, Michael	South	1-Jan	$ 700	Dollars and Sense
Peaslee, Garrett	East	1-Feb	$ 600	Business Times
Peaslee, Garrett	East	1-Jan	$ 1,250	IT Weekly
Nell, Janet	East	1-Feb	$ 1,400	Business Times
Drew, Nancy	West	1-Feb	$ 1,000	IT Weekly
Peaslee, Garrett	East	1-Jan	$ 600	Dollars and Sense
Anderson, Rachel	South	1-Jan	$ 500	Value Driven Journal
Anderson, Rachel	South	1-Jan	$ 900	Business Times
Bucknell, Peter	West	1-Jan	$ 700	IT Weekly
Anderson, Rachel	South	1-Jan	$ 375	Value Driven Journal
Smith, Michael	South	1-Jan	$ 450	People, Places, and Machines
Fuller, Brad	North	1-Jan	$ 550	Dollars and Sense
Cushman, David	North	1-Jan	$ 800	Value Driven Journal
Bucknell, Peter	North	1-Mar	$ 250	Business Times
Smith, Michael	East	1-Apr	$ 700	IT Weekly
Anderson, Rachel	East	1-Jan	$ 750	Value Driven Journal
Fuller, Brad	West	1-Mar	$ 1,100	People, Places, and Machines
Cushman, David	East	1-Apr	$ 1,200	Dollars and Sense
Nell, Janet	South	1-Mar	$ 250	Value Driven Journal
Peaslee, Garrett	South	1-Apr	$ 700	People, Places, and Machines
Drew, Nancy	North	1-Jan	$ 750	Dollars and Sense
Nell, Janet	West	1-Mar	$ 1,000	Business Times
Smith, Michael	East	1-Apr	$ 1,200	IT Weekly
Anderson, Rachel	North	1-Mar	$ 580	Business Times
Cushman, David	West	1-Apr	$ 400	IT Weekly
Bucknell, Peter	South	1-Jan	$ 720	Dollars and Sense
Peaslee, Garrett	East	1-Mar	$ 925	Value Driven Journal
Fuller, Brad	North	1-Apr	$ 700	People, Places, and Machines
Drew, Nancy	West	1-Mar	$ 600	Dollars and Sense
Smith, Michael	North	1-Apr	$ 1,250	Value Driven Journal
Nell, Janet	East	1-Jan	$ 1,400	People, Places, and Machines
Fuller, Brad	West	1-Mar	$ 1,000	Dollars and Sense
Bucknell, Peter	South	1-Mar	$ 250	Business Times
Cushman, David	North	1-Apr	$ 700	Business Times
Peaslee, Garrett	West	1-Jan	$ 750	Value Driven Journal
Drew, Nancy	North	1-Mar	$ 1,100	People, Places, and Machines
Anderson, Rachel	East	1-Apr	$ 1,200	Dollars and Sense
Cushman, David	West	1-Mar	$ 250	People, Places, and Machines
Bucknell, Peter	South	1-Apr	$ 700	Dollars and Sense
Fuller, Brad	North	1-Jan	$ 750	Value Driven Journal
Nell, Janet	West	1-Mar	$ 1,000	People, Places, and Machines
Bucknell, Peter	East	1-Apr	$ 1,200	Dollars and Sense
Smith, Michael	North	1-Mar	$ 580	Business Times
Fuller, Brad	North	1-Apr	$ 400	Business Times
Drew, Nancy	East	1-Jan	$ 720	Value Driven Journal
Nell, Janet	East	1-Mar	$ 925	People, Places, and Machines
Cushman, David	West	1-Apr	$ 700	Dollars and Sense
Peaslee, Garrett	East	1-Mar	$ 600	People, Places, and Machines
Smith, Michael	South	1-Apr	$ 1,250	Dollars and Sense
Peaslee, Garrett	South	1-Jan	$ 1,400	Business Times
Peaslee, Garrett	North	1-Mar	$ 1,000	IT Weekly
Nell, Janet	West	1-Mar	$ 720	Business Times
Drew, Nancy	East	1-Apr	$ 925	IT Weekly
Peaslee, Garrett	North	1-Jan	$ 700	Dollars and Sense
Anderson, Rachel	West	1-Mar	$ 600	Value Driven Journal
Anderson, Rachel	South	1-Apr	$ 1,250	Business Times
Bucknell, Peter	East	1-Mar	$ 1,400	IT Weekly
Anderson, Rachel	North	1-Apr	$ 720	Value Driven Journal
Smith, Michael	West	1-Jan	$ 925	People, Places, and Machines
Fuller, Brad	North	1-Mar	$ 700	Dollars and Sense
Cushman, David	East	1-Apr	$ 600	Value Driven Journal

Confirming Pages

Introduction If you routinely track large amounts of information, such as customer mailing lists, phone lists, product inventories, sales transactions, and so on, you can use the extensive list manage- ment capabilities of Excel to make your job easier.

In this plug-in you will learn how to create a list in a workbook, sort the list based on one or more fields, locate important records by using filters, organize and analyze entries by using subtotals, and create summary information by using pivot tables and pivot charts. The lists that you create will be compatible with Microsoft Access, and if you are not already familiar with Access, the techniques that you learn here will give you a head start on learn-ing several database commands and terms. Plug-In T6, “Basic Skills and Tools Using Access,” will provide detail on many of the Access database commands and terms.

This plug-in covers the following five topics:

1. Building lists. 2. Creating conditional formatting. 3. Using Autofilter to find records. 4. Analyzing a list with the Subtotals command. 5. Using the PivotTable feature.

1. Describe how to create and sort a list in Excel.

2. Explain why you would use conditional formatting in Excel.

3. Describe the use of the Excel AutoFilter feature.

4. Explain how to use the Excel Subtotal command.

5. Describe the use of the Excel PivotTable feature.

LEARNING OUTCOMES

Problem Solving Using Excel 2019 T3 P L U G - I N

Plug-In T3 * T3-1

baL6732X_pluginT03_001-016.indd T3-1 12/21/16 07:44 AM

Confirming Pages

T3-2 * Plug-In T3

baL6732X_pluginT03_001-016.indd T3-2 12/21/16 07:44 AM

Building Lists A list is a collection of rows and columns of consistently formatted data adhering to some- what stricter rules than an ordinary worksheet. To build a list that works with all of Excel’s list management commands, you need to follow a few guidelines.

When you create a list, keep the following in mind:

■ Maintain a fixed number of columns (or categories) of information; you can alter the number of rows as you add, delete, or rearrange records to keep your list up to date.

■ Use each column to hold the same type of information. ■ Don’t leave blank rows or columns in the list area; you can leave blank cells, if necessary. ■ Make your list the only information in the worksheet so that Excel can more easily

recognize the data as a list. ■ Maintain your data’s integrity by entering identical information consistently. For

example, don’t enter an expense category as Ad in one row, Adv in another, and Advertising in a third if all belong to the same classification.

To create a list in Excel:

1. Open a new workbook or a new sheet in an existing workbook. 2. Create a column heading for each field in the list, format the headings in bold type, and

adjust their alignment. 3. Format the cells below the column headings for the data that you plan to use. This can

include number formats (such as currency or date), alignment, or any other formats. 4. Add new records (your data) below the column headings, taking care to be consistent in

your use of words and titles so that you can organize related records into groups later. Enter as many rows as you need, making sure that there are no empty rows in your list, not even between the column headings and the first record. See Figure T3.1 for a sample list.

FIGURE T3.1

An Excel List

Confirming Pages

Plug-In T3 * T3-3

baL6732X_pluginT03_001-016.indd T3-3 12/21/16 07:44 AM

SORTING ROWS AND COLUMNS Once your records are organized into a list, you can use several commands on the Data menu to rearrange and analyze the data. The Sort command allows you to arrange the records in a different order based on the values in one or more columns. You can sort records in ascending or descending order or in a custom order, such as by days of the week, months of the year, or job title.

To sort a list based on one column:

1. Select the SortData worksheet from the T3 Tech PlugIn Data File.xlsx workbook located in the T3 data files folder.

2. Click any cell in the Sales Rep column; you want to use this column as the basis for sorting the list.

3. Click the Data tab. 4. Click the Ascending button to specify the order to sort by (A to Z, lowest to highest,

earliest date to latest). Your screen will look similar to Figure T3.2.

FIGURE T3.2

A Sorted List

SORTING MORE THAN ONE COLUMN If you have records in your list that have identical entries in the column you are sorting, you can specify additional sorting criteria to further organize your list.

To sort a list based on two or three columns:

1. Click any cell in the Sales Rep column. 2. Click the Data tab, and then click the Sort button. The Sort dialog box opens. 3. Click the Column list arrow, and then select the Sales Rep in the Sort by drop-down list.

Click the Order list arrow and specify A to Z order for that column. 4. Click the Add Level button, then click Magazine in the Then by drop-down list. Specify

A to Z order for the second sort. 5. Click the Add Level button, then click Sale for the sort. Specify Smallest to Largest order

for the third sort. The Sort dialog box should look like Figure T3.3 when you are done. 6. Click OK to run the sort.

Figure T3.4 shows how the sort looks based on the options you selected above.

Confirming Pages

T3-4 * Plug-In T3

baL6732X_pluginT03_001-016.indd T3-4 12/21/16 07:44 AM

FIGURE T3.3

Sort Dialog Box with Multiple Records

FIGURE T3.4

Data Sort Using More Than One Column

CREATING YOUR OWN CUSTOM SORT ORDER Excel allows you to create custom sort orders so that you can rearrange lists that do not follow predictable alphanumerical or chronological patterns. For example, you can create a custom sort order for the regions of the country (West, North, East, South). When you define a cus- tom sort order, it appears in the Options dialog box and is available to all the workbooks on your computer.

To create a custom sort order:

1. Click the File tab, scroll down to the Options button. A box will open, choose Advanced. Scroll down the dialog box that opens. Under the General category, click the box Edit Custom Lists.

2. Click the line NEW LIST under the Custom Lists section, and the text pointer appears in the List entries: list box. This is where you will type the items in your custom list.

Confirming Pages

Plug-In T3 * T3-5

baL6732X_pluginT03_001-016.indd T3-5 12/21/16 07:44 AM

3. Type North, East, South, West, and then click Add. You can either separate each value with a comma or type each one on a separate line. The new custom order appears in the Custom Lists list box, as shown in Figure T3.5

4. Click OK to close the Custom Lists dialog box, and again for the Excel Options box.

FIGURE T3.5

Creating a Custom Sort

To use a custom sort order:

1. Click any cell in your list. 2. Click the Home tab. Then under the Editing group, click Sort & Filter, and then click

Custom Sort. 3. Under Column, in the Sort by drop-down box, select the Region field. 4. Under Order, select Custom List. 5. In the Custom Lists dialog box, select North, East, South, West, as shown in

Figure T3.6. 6. Click OK to run the sort. Your list appears sorted with the custom criteria you specified.

FIGURE T3.6

Sort Options Dialog Box

Creating Conditional Formatting Excel gives you the ability to add conditional formatting—formatting that automatically adjusts depending on the contents of cells—to your worksheet. This means you can highlight important trends in your data, such as the rise in a stock price, a missed milestone, or a sudden

Confirming Pages

T3-6 * Plug-In T3

baL6732X_pluginT03_001-016.indd T3-6 12/21/16 07:44 AM

spurt in your college expenses, based on conditions you set in advance using the Conditional Formatting dialog box. With this feature, an out-of-the-ordinary number jumps out at anyone who routinely uses the worksheet.

For example, if a stock in a Gain/Loss column rises by more than 20 percent, you want to display numbers in bold type on a light blue background. In addition, if a stock in the Gain/ Loss column falls by more than 20 percent, you want to display the number in bold type on a solid red background. This is when you want to use conditional formatting.

To create such a conditional format:

1. If the workbook T3 Tech PlugIn Data File.xlsx is closed, open it.

2. Select the worksheet Conditional Formatting. 3. Select the column Sale. (Note: Each cell can maintain its own, unique conditional

formatting, so that you can set up several different conditions.) 4. Click the Home tab. 5. In the Styles section, click the Conditional Formatting button, and then point to

Highlight Cell Rules and click Between. . . . 6. In the first text box, type the number 1000. 7. In the second text box, type the number 1200. 8. In the third text box, use the drop-down arrow to select Green Fill with Dark Green

Text. Figure T3.7 displays the settings for this example. 9. Click OK. If any numbers fall into the ranges you specified, the formatting you specified

will be applied. 10. Now you need to add another rule to supply different criteria. Click the Conditional

Formatting button, and then point to Highlight Cell Rules and click Greater Than. . . . 11. Type 1250 in the first box and select Red Fill with Dark Red Text using the drop-

down arrow from the second box. 12. Click OK. 13. If any numbers fall into the ranges you identified, the formatting you specified will be

applied. Figure T3.8 shows the conditional formatting you entered for this example.

FIGURE T3.7

Conditional Formatting Dialog Box

Using AutoFilter to Find Records When you want to hide all the records (rows) in your list except those that meet certain crite- ria, you can use the AutoFilter command on the Filter submenu of the Data menu. The Auto- Filter command places a drop-down list at the top of each column in your list (in the heading row). To display a particular group of records, select the criteria that you want in one or more of the drop-down lists. For example, to display the sales history for all employees that had $1,000 orders in January, you could select January in the Month column drop-down list and $1,000 in the Sale drop-down list.

Confirming Pages

Plug-In T3 * T3-7

baL6732X_pluginT03_001-016.indd T3-7 12/21/16 07:44 AM

To use the AutoFilter command to find records:

1. If the workbook T3 Tech PlugIn Data File.xlsx is closed, open it. 2. Select the worksheet AutoFilter. 3. Click any cell in the list. 4. Click the Data tab, and then click the Filter button in the Sort & Filter section. Each

column head now displays a list arrow. 5. Click the list arrow next to the Region heading. A list box that contains filter options

appears, as shown in Figure T3.9.

FIGURE T3.8

Conditional Formatting

FIGURE T3.9

AutoFilter Options

Under Home Ribbon, Click Sort & Filer, Filter

Confirming Pages

T3-8 * Plug-In T3

baL6732X_pluginT03_001-016.indd T3-8 12/21/16 07:44 AM

If a column in your list contains one or more blank cells, you will also see (Blanks) and (NonBlanks) options at the bottom of the list. The (Blanks) option displays only the records containing an empty cell (blank field) in the filter column, so that you can locate any missing items quickly. The (NonBlanks) option displays the opposite—all records that have an entry—in the filter column.

6. Select only East to use for this filter (you will have to uncheck the other entries). Excel hides the entries that don’t match the criterion you specify and highlights the active filter arrow. Figure T3.10 shows the results of using East as the criterion in the Region column.

7. You can use more than one filter arrow to further narrow your list, which is useful if your list is many records long. To continue working with AutoFilter but also redisplay all your records, click the list arrow next to Region and check Show All. Excel displays all your records again.

8. To remove the AutoFilter drop-down lists, unselect the AutoFilter command on the Filter submenu.

FIGURE T3.10

Specific Autofilter

CREATING A CUSTOM AUTOFILTER When you want to display a numeric range of data or customize a column filter in other ways, choose Custom Filter . . . from the Number Filters option to display the Custom AutoFilter dialog box. The dialog box contains two relational list boxes and two value list boxes that you can use to build a custom range for the filter. For example, you could display all sales greater than $1,000 or all sales between $500 and $800.

To create a custom AutoFilter: 1. Click any cell in the list. 2. Click the Data tab and then click the Filter button.

Confirming Pages

Plug-In T3 * T3-9

baL6732X_pluginT03_001-016.indd T3-9 12/21/16 07:44 AM

3. Click the list arrow next to the heading Sale and select Number Filters, and then click on Custom Filter. . . . The Custom AutoFilter dialog box opens.

4. Click the first list box and select is greater than or equal to and then click the value list box and select $500.

5. Click the And radio button to indicate that the records must meet both criteria, and then specify is less than or equal to in the second list box and select $800 in the second value list box. Figure T3.11 shows the Custom AutoFilter dialog box with two range criteria specified.

6. Click OK to apply the custom AutoFilter. The records selected by the filter are displayed in your worksheet.

Analyzing a List with the Subtotals Command The Subtotals command in the Outline section of the Data menu helps you organize and analyze a list by displaying records in groups and inserting summary information, such as subtotals, averages, maximum values, or minimum values.

The Subtotals command can also display a grand total at the top or bottom of your list, letting you quickly add up columns of numbers. As a bonus, Subtotals displays your list in Outline view so that you can expand or shrink each section in the list simply by clicking.

To add subtotals to a list:

1. If the workbook T3 Tech PlugIn Data File.xlsx is closed, open it. 2. Select the worksheet Subtotals. 3. Arrange the list so that the records for each group are located together.

To do this, sort the list by Sales Rep. 4. Click the Data tab, and then click the Subtotal button in the Outline

section. Excel opens the Subtotal dialog box and selects the list. 5. In the At each change in: list box, choose Sales Rep. Each time this

value changes, Excel inserts a row and computes a subtotal for the numeric fields in this group of records.

6. In the Use function: list box, choose Sum. 7. In the Add subtotal to: list box, choose Sale, which is the column to

use in the subtotal calculation Figure T3.12 shows the settings for this example.

8. Click OK to add the subtotals to the list. You will see a screen similar to the one in Figure T3.13, complete with subtotals, outlining, and a grand total.

When you use the Subtotals command in Excel to create outlines, you can examine different parts of a list by clicking buttons in the left margin. Click the numbers at the top of the left margin to choose how many levels of data you want to see. Click the plus or minus button to expand or collapse specific subgroups of data.

You can choose the Subtotals command as often as necessary to modify your groupings or calculations. When you are finished using the Subtotals command, click Remove All in the Subtotal dialog box.

FIGURE T3.11

Custom AutoFilter

FIGURE T3.12

Subtotal Settings

Confirming Pages

T3-10 * Plug-In T3

baL6732X_pluginT03_001-016.indd T3-10 12/21/16 07:44 AM

Using the PivotTable Feature A powerful built-in data analysis feature in Excel is PivotTable. The PivotTable feature ana- lyzes, summarizes, and manipulates data in large lists, databases, worksheets, or other col- lections. Pivot tables are so named because fields can be moved within the table to create different types of summary lists, providing a “pivot.” The PivotTable feature offers flexible and intuitive analysis of data.

Although the data that appear in pivot tables look like any other worksheet data, the data in the data area of the PivotTable feature cannot be directly entered or changed. The PivotTable feature is linked to the source data; the output in the cells of the table are read-only data. The formatting (number, alignment, font, etc.) can be changed, and a variety of computational options are available, such as SUM, AVERAGE, MIN, and MAX.

PIVOTTABLE TERMINOLOGY Some notable PivotTable terms are:

■ Row field—Row fields have a row orientation in a PivotTable report and are displayed as row labels. These appear in the ROW area of a PivotTable report layout.

■ Column field—Column fields have a column orientation in a PivotTable report and are displayed as column labels. These appear in the COLUMN area of a PivotTable report layout.

■ Data field—Data fields from a list or table contain summary data in a PivotTable report, such as numeric data (e.g., statistics, sales amounts). These are summarized in the DATA area of a PivotTable report layout.

■ Page field—Page fields filter out the data for other items and display one page at a time in a PivotTable report.

FIGURE T3.13

Subtotals, Outline, and Grand Total

Confirming Pages

Plug-In T3 * T3-11

baL6732X_pluginT03_001-016.indd T3-11 12/21/16 07:44 AM

BUILDING A PIVOT TABLE The PivotTable Wizard steps through the process of creating a pivot table, allowing a visual breakdown of the data in the Excel list or database. When the wizard steps are complete, a diagram, such as Figure T3.14, with the labels PAGE, COLUMN, ROW, and DATA appears. The next step is to drag the field buttons onto the PivotTable grid. This step tells Excel about the data needed to be analyzed with the table.

To use the PivotTable feature:

1. If the workbook T3 Tech PlugIn Data File.xlsx is closed, open it. 2. Select the worksheet PivotTableData. Click any cell in the list. Now the active cell is

within the list, and Excel knows to use the data in the Excel list to create a pivot table. 3. Click the Insert tab, and then click the PivotTable button in the Tables group, and click

on PivotTable. 4. The Create PivotTable dialog box opens. In the Select a table or range box, make sure

you see $A$1:$E$97. 5. Click OK. Your spreadsheet will now look like Figure T3.14. 6. Using the PivotTable Field List, drag the Month button to the Report Filter area. This

field operates like the row and column fields but provides a third dimension to the data. It allows another variable to be added to the pivot table without necessarily viewing all its values at the same time.

7. Drag the Region button to the COLUMN area. The column field is another variable used for comparison.

FIGURE T3.14

PivotTable Grid, PivotTable Toolbar, and PivotTable Field List

Confirming Pages

T3-12 * Plug-In T3

baL6732X_pluginT03_001-016.indd T3-12 12/21/16 07:44 AM

8. Drag the Magazine button to the ROW area. A row field in a pivot table is a variable that takes on different values.

9. Drag the Sale button to the DATA area. The data field is the variable that the PivotTable report summarizes. Your pivot table should now look like Figure T3.15.

FIGURE T3.15

PivotTable Output with Data, PivotTable Toolbar, and PivotTable Field List

MODIFYING A PIVOT TABLE VIEW A pivot table can be modified at any time. For example, examining the sales for a particular region would mean that the Region field would need to be changed. Use the drop-down list to the right of the field name. Select a region and click OK. The grand total dollar amounts by region are at the bottom of each item; they have been recalculated according to the selected region(s).

This report can be used in various ways to analyze the data. For instance, click the Clear button in the PivotTable report, as seen in Figure T3.16. Then arrange the fields like this:

1. Magazine in the Report Filter area. 2. Month in the COLUMN area. 3. Sales Rep in the ROW area. 4. Sale in the DATA area.

The completed PivotTable dialog box should look like the one in Figure T3.17. The pivot table now illustrates the sales by month for each salesperson, along with the total amount of sales for each sales representative.

BUILDING A PIVOT CHART A pivot chart is a column chart (by default) that is based on the data in a pivot table. The chart type can be changed, if desired. To build a pivot chart:

1. Click the Insert tab, and then choose the PivotChart button in the Charts group. 2. Select the Stacked Column chart and click OK.

Confirming Pages

Plug-In T3 * T3-13

baL6732X_pluginT03_001-016.indd T3-13 12/21/16 07:44 AM

FIGURE T3.16

Clearing the PivotTable Fields

FIGURE T3.17

Rearranged PivotTable Data

3. The pivot chart should look like Figure T3.18. 4. The chart appears in your PivotTable worksheet. If you like, click the Move Chart button

on the Analyze tab and select New sheet from the Move Chart dialog box.

Note: Whatever changes are selected in the PivotChart feature are also made to the pivot table, as the two features are linked dynamically.

Confirming Pages

T3-14 * Plug-In T3

baL6732X_pluginT03_001-016.indd T3-14 12/21/16 07:44 AM

FIGURE T3.18

PivotChart Output

Confirming Pages

Plug-In T3 * T3-15

baL6732X_pluginT03_001-016.indd T3-15 12/21/16 07:44 AM

P L U G - I N S U M M A R Y

If you routinely track large amounts of information, you can use several Excel tools for problem solving. A list is a table of data stored in a worksheet, organized into columns of fields and rows of records. Excel gives you the ability to add conditional formatting—formatting that automati-

cally adjusts depending on the contents of cells—to your worksheet. The AutoFilter command places a drop-down list at the top of each column in your list (in the heading row). The Subtotals command on the Data menu helps you organize and analyze a list by displaying records in groups and insert- ing summary information, such as subtotals, averages, maximum values, or minimum values. The PivotTable feature enables you to analyze, summarize, and manipulate data in large lists, databases, worksheets, or other collections.

M A K I N G B U S I N E S S D E C I S I O N S

1. Production Errors Established in 2000, t-shirts.com has rapidly become the place to find, order, and save on T-shirts. One huge selling factor is that the company manufactures its own T-shirts. However, the quality manager for the production plant, Kasey Harnish, has noticed an unacceptable number of defec- tive T-shirts being produced. You have been hired to assist Kasey in understanding where the problems are concentrated. He suggests using Excel’s PivotTable feature to perform an analysis and has provided you with a data file, T3 TshirtProduction Data File.xlsx. The following is a brief definition of the information within the data file:

a. Batch: A unique number that identifies each batch or group of products produced.

b. Product: A unique number that identifies each product.

c. Machine: A unique number that identifies each machine on which products are produced.

d. Employee: A unique number that identifies each employee producing products.

e. Batch Size: The number of products produced in a given batch.

f. Num Defect: The number of defective products produced in a given batch.

2. Coffee Trends College chums Hannah Baltzan and Tyler Phillips are working on opening a third espresso drive- through stand in Highlands Ranch, Colorado, called Brewed Awakening. Their original drive- through stand, Jitters, and their second espresso stand, Bean Scene, have done well in their current locations in Englewood, Colorado, five miles away. Since Hannah and Tyler want to start with low overhead, they need assistance analyzing the data from the past year on the different types of coffee and amounts that they sold from both stands. Hannah and Tyler would like a rec- ommendation of the four top sellers to start offering when Brewed Awakening opens. They have provided you with the data file T3 Jitters Coffee Data File.xlsx for you to perform the analysis that will support your recommendation.

3. Filtering SecureIT Data SecureIT, Inc., is a small computer security contractor that provides computer security analy- sis, design, and software implementation for commercial clients. Almost all of SecureIT’s work requires access to classified material or confidential company documents.

Confirming Pages

T3-16 * Plug-In T3

baL6732X_pluginT03_001-016.indd T3-16 12/21/16 07:44 AM

Consequently, all of the security personnel have clearances of either Secret or Top Secret. Some have even higher clearances for work that involves so-called black box security work.

Although most of the personnel information for SecureIT resides in database systems, a basic employee worksheet is maintained for quick calculations and ad hoc report generation. Because SecureIT is a small company, it can take advantage of Excel’s excellent list management capabili- ties to satisfy many of its personnel information management needs. You have been provided with a sample worksheet, T3 Employee Data File.xlsx, to assist SecureIT with producing several work-sheet summaries. Here is what is needed:

a. One worksheet that is sorted by last name and hire date.

b. One worksheet that uses a custom sort by department in this order: Marketing, Human Resources, Management, and Engineering.

c. One worksheet that uses a filter to display only those employees in the Engineering depart- ment with a clearance of Top Secret (TS).

d. One worksheet that uses a custom filter to display only those employees born between 1960 and 1969 (inclusive).

e. One worksheet that totals the salaries by department and the grand total of all department salaries. This worksheet should be sorted by department name first.

4. Filtering RedRocks Consulting Contributions

RedRocks Consulting is a large computer consulting firm in Denver, Colorado. Don McCubbrey, the CEO and founder of the firm, is well-known for his philanthropic efforts. He believes that many of his employees also contribute to nonprofit organizations and wants to reward them for their efforts while encouraging others to contribute to charities. He started a program in which RedRocks Consulting matches 50 percent of each donation an employee makes to the charity of his or her choice. The only guidelines are that the charity must be a nonprofit organization and the firm’s donation per employee may not exceed $500 a year.

Don has started an Excel file, T3 Red Rocks Data File.xlsx, to record the firm’s donations. Included in this file are the dates the request for a donation was submitted, the employee’s name and ID number, the name of the charity, the dollar amount contributed by the firm, and the date the contri-bution was sent. Don wants you to help him create several worksheets with the following criteria: 1. One worksheet that sorts the list alphabetically by organization and then by employee’s

last name.

2. One worksheet that totals the contribution made per employee for the month of December.

3. One worksheet that sorts the list by donation value by lowest amount to highest amount.

Excellent/Good Fair/Poor Demonstrates knowledge of the

PivotTable wizard by accurately

placing the field buttons onto the

PivotTable grid. The PivotTable

represents the information presented

in Figure T3.17 with the magazine in

the page area, the month in the

column area, the sales rep field in the

row area, and the sale field in the data

area.

Demonstrates limited

knowledge of the PivotTable

wizard through inaccurately

placing the field buttons onto

the PivotTable grid. The

PivotTable has the information

presented in Figure T3.17,

however the information is not

in the same order.

10 10

The monthly totals and grand totals

exactly match the totals in Figure

T3.17.

The monthly totals and grand

totals are different from the

totals in Figure T3.17. 5 5

The Sales Rep field list is in

alphabetical order (A to Z).

The Sales Rep field list is not

in alphabetical order (A to Z). 5 5

The monthly sales total columns are

listed in order starting with January.

The monthly sales total

columns are not listed in order

and do not start in January. 5 5

25 25

Possible Points Actual Points

The PivotTable chart is in column

format as illustrated in Figure T3.18.

The PivotTable chart is not in

column format. 8 8

The sales rep columns are listed in

alphabetical order (A to Z).

The sales rep columns are not

listed in alphabetical order (A

to Z). 7 7

The chart legend is located on the

right side of the chart.

The chart legend is not located

on the right side of the chart. 5 5

20 20

Possible Points Actual Points

The pivot table and chart have been

properly constructed from the provided

data.

The pivot table and chart have

not been properly constructed

from the provided data. 10 10

The pivot table and chart clearly

identify the top four selling coffee

products.

The pivot table does not

clearly identify the top four

selling coffee products. 10 10

PivotTable

BUSN 420 Minor Project Grading Rubric (100 points)

Comments:

Using Pivot Tables to Solve a Problem

PivotTable Chart

Comments:

Possible Points Actual Points

The student has made a clear

recommendation that identifies the top

four selling coffee products.

The student has not made a

clear recommendation that

identifies the top four selling

coffee products.

5 5

25 25

Possible Points Actual Points

The student has provided robust

examples of the use of Pivot Tables.

The student has provided

minor examples of the use of

Pivot Tables. 10 10

The student has supported his or her

text with at least one peer-reviewed

scholarly journal references.

The student has not supported

his or her text with at least one

peer-reviewed scholarly

journal references.

5 5

The student has kept close to the 300-

500 word count requirement.

The student has strayed

significantly from the 300-500

word count requirement. 5 5

Spelling, punctuation, grammar, and

APA formatting are stellar.

Spelling, punctuation,

grammar, and APA formatting

are poor. 10 10

30 30

100 100Final Score:

Overall Comments:

Comments:

PivotTable Applications

Comments:

Late deductions (e.g., -10):

Sheet1

Key
Jitters = North
Bean Scene = South
Product	Month	Store	Revenue
Regular	January	North	4320
Regular	February	North	4500
Regular	March	North	3528
Regular	April	North	3960
Regular	May	North	3996
Regular	June	North	3960
Regular	July	North	3960
Regular	August	North	4230
Regular	September	North	4230
Regular	October	North	4275
Regular	November	North	4365
Regular	December	North	4455
Regular	January	South	3960
Regular	February	South	4230
Regular	March	South	4230
Regular	April	South	4275
Regular	May	South	4365
Regular	June	South	4455
Regular	July	South	4128
Regular	August	South	4176
Regular	September	South	3936
Regular	October	South	4090
Regular	November	South	3936
Regular	December	South	4350
Decaf	January	North	4350
Decaf	February	North	4350
Decaf	March	North	4350
Decaf	April	North	3610
Decaf	May	North	3640
Decaf	June	North	3610
Decaf	July	North	2210
Decaf	August	North	2430
Decaf	September	North	2430
Decaf	October	North	2460
Decaf	November	North	2540
Decaf	December	North	2310
Decaf	January	South	2620
Decaf	February	South	2450
Decaf	March	South	2430
Decaf	April	South	2480
Decaf	May	South	2540
Decaf	June	South	2610
Decaf	July	South	2340
Decaf	August	South	2380
Decaf	September	South	2540
Decaf	October	South	2310
Decaf	November	South	2400
Decaf	December	South	2320
French Roast	January	North	2290
French Roast	February	North	5290
French Roast	March	North	4320
French Roast	April	North	4500
French Roast	May	North	3528
French Roast	June	North	3960
French Roast	July	North	3996
French Roast	August	North	3960
French Roast	September	North	3960
French Roast	October	North	4230
French Roast	November	North	4230
French Roast	December	North	4275
French Roast	January	South	4365
French Roast	February	South	4455
French Roast	March	South	3960
French Roast	April	South	4230
French Roast	May	South	4230
French Roast	June	South	4275
French Roast	July	South	4365
French Roast	August	South	4455
French Roast	September	South	4128
French Roast	October	South	4176
French Roast	November	South	3936
French Roast	December	South	4090
Vanilla	January	North	3936
Vanilla	February	North	4350
Vanilla	March	North	4350
Vanilla	April	North	4350
Vanilla	May	North	4350
Vanilla	June	North	3610
Vanilla	July	North	3640
Vanilla	August	North	3610
Vanilla	September	North	2210
Vanilla	October	North	2430
Vanilla	November	North	2430
Vanilla	December	North	2460
Vanilla	January	South	2540
Vanilla	February	South	2310
Vanilla	March	South	2620
Vanilla	April	South	2450
Vanilla	May	South	2430
Vanilla	June	South	2480
Vanilla	July	South	2540
Vanilla	August	South	2610
Vanilla	September	South	2340
Vanilla	October	South	2380
Vanilla	November	South	2540
Vanilla	December	South	2310
Irish Cream	January	North	2400
Irish Cream	February	North	2320
Irish Cream	March	North	2290
Irish Cream	April	North	5290
Irish Cream	May	North	4350
Irish Cream	June	North	4350
Irish Cream	July	North	4350
Irish Cream	August	North	4350
Irish Cream	September	North	3610
Irish Cream	October	North	3640
Irish Cream	November	North	3610
Irish Cream	December	North	2210
Irish Cream	January	South	2430
Irish Cream	February	South	2430
Irish Cream	March	South	2460
Irish Cream	April	South	2540
Irish Cream	May	South	2310
Irish Cream	June	South	2620
Irish Cream	July	South	2450
Irish Cream	August	South	2430
Irish Cream	September	South	2480
Irish Cream	October	South	2540
Irish Cream	November	South	2610
Irish Cream	December	South	4350
Hazelnut	January	North	3610
Hazelnut	February	North	3640
Hazelnut	March	North	3610
Hazelnut	April	North	2210
Hazelnut	May	North	2430
Hazelnut	June	North	2430
Hazelnut	July	North	2460
Hazelnut	August	North	2540
Hazelnut	September	North	2310
Hazelnut	October	North	2620
Hazelnut	November	North	2450
Hazelnut	December	North	2430
Hazelnut	January	South	2480
Hazelnut	February	South	2540
Hazelnut	March	South	2610
Hazelnut	April	South	2340
Hazelnut	May	South	2380
Hazelnut	June	South	2540
Hazelnut	July	South	2310
Hazelnut	August	South	2400
Hazelnut	September	South	2320
Hazelnut	October	South	2290
Hazelnut	November	South	5290
Hazelnut	December	South	4320

BUSN 420 Management Information Systems

Minor Project

The following exercises will introduce you to Microsoft Excel Pivot Tables. Having a good

understanding of Pivot Tables will give you an advantage in the business world. When your supervisor

asks you to analyze a large pile of data to solve a problem, you will be able to use a Pivot Table to slice

and dice data to gain information and create usable business intelligence to solve a real-world problem.

Please read the information provided and complete each exercise. Once you have completed all of the

exercises below, submit your Excel and Word documents using the assignment link in Canvas.

Please see the grading rubric at the end of these instructions for more information.

• First, read the attached Tech Plug-In T3: Problem Solving Using Excel document

• Then, review the “Using the PivotTable Feature” section on pages T3-10 through T3-14

• Create Figure T3.17 “Rearranged PivotTable Data” on page T3-13 and Figure T3.18 “PivotChart

Output” on page T3-14

SOLVE A PROBLEM USING A PIVOT TABLE

• Refer to the “Making Business Decision” section of the Tech Plug-In T3: Problem Solving Using

Excel document

• Complete Exercise 2: Coffee Trends

• Develop a PivotTable and PivotTable chart illustrating the top-selling coffee products

• Indicate the top 4 selling coffee products

PIVOT TABLE APPLICATIONS

How have you in the past, or could you in the future, use pivot tables in a business or ministry setting?

Considering the power of Pivot Tables to analyze data, what ethical issues might arise from the

improper usage of this tool to analyze business or ministry data. How should a Christian Worldview

inform these ethical dilemmas?

Please be brief and keep your response to around 300-500 words. Support your response with at

least one peer-reviewed scholarly journal reference.

All 4 sections of the Minor Project should be uploaded in Canvas, including:

1. A Pivot Table illustrating the monthly magazine sales by the sales representative as illustrated in Figure

T3.17 of the assignment instructions.

2. A Pivot Table Chart illustrating the monthly magazine sales by the sales representative as illustrated in

Figure T3.18 of the assignment instructions.

3. A Pivot Table and Chart illustrating the top 4 selling coffee products.

4. A 300 to 500-word essay describing the use of pivot tables and charts in a business or ministry setting.

The following rubric will be used to grade your submissions:

BUSN 420 Minor Project Grading Rubric (100 points)

PivotTable Possible

Points

Actual

Points Excellent/Good Fair/Poor

Demonstrates knowledge of the

PivotTable wizard by

accurately placing the field

buttons onto the PivotTable

grid. The PivotTable represents

the information presented in

Figure T3.17 with the magazine

in the page area, the month in

the column area, the sales rep

field in the row area, and the

sale field in the data area.

Demonstrates limited

knowledge of the

PivotTable wizard

through inaccurately

placing the field buttons

onto the PivotTable grid.

The PivotTable has the

information presented in

Figure T3.17; however,

the information is not in

the same order.

The monthly totals and grand

totals exactly match the totals in

Figure T3.17.

The monthly totals and

grand totals are different

from the totals in Figure

T3.17.

The Sales Rep field list is in

alphabetical order (A to Z).

The Sales Rep field list is

not in alphabetical order

(A to Z).

5 5

The monthly sales total

columns are listed in order

starting with January.

The monthly sales total

columns are not listed in

order and do not start in

January.

Comments: 25 25

PivotTable Chart Possible

Points

Actual

Points

The PivotTable chart is in

column format, as illustrated in

Figure T3.18.

The PivotTable chart is

not in column format. 8 8

The sales rep columns are listed

in alphabetical order (A to Z).

The sales rep columns

are not listed in

alphabetical order (A to

Z).

The chart legend is located on

the right side of the chart.

The chart legend is not

located on the right side

of the chart.

Comments: 20 20

Using Pivot Tables to Solve a Problem Possible

Points

Actual

Points

The pivot table and chart have

been properly constructed from

the provided data.

The pivot table and chart

have not been properly

constructed from the

provided data.

The pivot table and chart

clearly identify the top four

selling coffee products.

The pivot table does not

clearly identify the top

four selling coffee

products.

The student has made a clear

recommendation that identifies

the top four selling coffee

products.

The student has not made

a clear recommendation

that identifies the top

four selling coffee

products.

Comments: 25 25

PivotTable Applications Possible

Points

Actual

Points

The student has provided robust

examples of the use of Pivot

Tables.

The student has provided

minor examples of the

use of Pivot Tables.

The student has supported his

or her text with at least one

peer-reviewed scholarly journal

reference.

The student has not

supported his or her text

with at least one peer-

reviewed scholarly

journal reference.

The student has kept close to

the 300-500 word count

requirement.

The student has strayed

significantly from the

300-500 word count

requirement.

Spelling, punctuation, grammar,

and APA formatting are stellar.

Spelling, punctuation,

grammar, and APA

formatting are poor.

Comments: 30 30

Late deductions (e.g., -10):

Final Score: 100 100

Overall Comments:

blog26

PivotTableData

Sheet1

Get help from top-rated tutors in any subject.