Question
1 - Format the Sales Report given including: adding a header to identify the name of the company, time period,and type of report. Also include
1 - Format the Sales Report given including: adding a header to identify the name of the company, time period,and type of report. Also include other features you have learned to correct the formatting of the table, such as bold font or borders.
2 - Create the following Pivot tables depicting the following information (Hint: Each will be shown on their own worksheet):
a)- Sum of Orders by Product and by Salesperson - this will show us which product we are selling more of and who is selling each product more/less. Be sure to SORT the data in descending order to show the highest sales by salesperson under each product.
b)- Sum of Orders by Product and by Customer - this will show us which product is being sold to which customer and the amount of the sales. Be sure to SORT the data in descending order to show the highest sales by customer under each product.
c)- Salesperson by Customer -this will show us which salesperson is dealing with which customer.Be sure to SORT the data in descending order to show the highest sales by customer to ensure we see the customers in order of most sales.
3 - Using what you have learned thus far in the course, adjust the formatting of the reports to center them on the middle of the page and add a header to label the report,including the company name, time period of the report, and the type of report.
4 - Label the Worksheets within the Excel Workbook accordingly.
5 - On the appropriate worksheet, answer the following questions once you have completed the pivot tables:
a) - Who sells the most of Product A?
b) - Who sells the most of Product B?
c) - Who is selling the least of either product?
d) - Which product is the company selling more of?
e) - Which customers have the highest in order sales?
f) - Give an example of how this information can be used to help Small Builders, Inc. in maintaining their relationship with the customers we have identified?
Order Date | Order Amount | Customer | Salesperson | Product |
12/1/2015 | $55.00 | ABC Works, Inc. | Smith, Roland | A |
12/2/2015 | $60.00 | ABC Works, Inc. | Smith, Roland | B |
12/3/2015 | $30.00 | Manufacturing Directly, Inc. | Johnson, Larry | A |
12/4/2015 | $55.00 | Levies by Lee, LLC | Christen, Bill | A |
12/4/2015 | $65.00 | Built Tough, Inc. | Lars, Sam | B |
12/4/2015 | $60.00 | ABC Works, Inc. | Smith, Roland | B |
12/4/2015 | $45.00 | ABC Works, Inc. | Smith, Roland | B |
12/5/2016 | $50.00 | Built Tough, Inc. | Lars, Sam | B |
12/5/2016 | $60.00 | Manufacturing Directly, Inc. | Johnson, Larry | B |
12/5/2016 | $45.00 | ABC Works, Inc. | Smith, Roland | A |
12/5/2016 | $50.00 | ABC Works, Inc. | Smith, Roland | A |
12/5/2016 | $75.00 | Built Tough, Inc. | Lars, Sam | A |
12/5/2016 | $60.00 | Manufacturing Directly, Inc. | Johnson, Larry | A |
12/6/2015 | $45.00 | Lenny's Shop, LLC | Owen, Rob | A |
12/6/2015 | $50.00 | Levies by Lee, LLC | Christen, Bill | B |
12/6/2015 | $60.00 | Jobs for Less, Inc. | Owen, Rob | B |
12/6/2015 | $30.00 | ABC Works, Inc. | Smith, Roland | A |
12/6/2015 | $30.00 | Manufacturing Directly, Inc. | Johnson, Larry | B |
12/11/2015 | $65.00 | Built Tough, Inc. | Lars, Sam | B |
12/12/2015 | $60.00 | Jobs for Less, Inc. | Johnson, Larry | A |
12/13/2015 | $45.00 | Engine Repair, LLC | Erics, Rebecca | A |
12/14/2015 | $50.00 | Engine Repair, LLC | Erics, Rebecca | A |
12/14/2015 | $55.00 | Little Engineers, Inc. | Lars, Sam | A |
12/14/2015 | $60.00 | Repairs by Larry, LLC | Erics, Rebecca | A |
12/14/2015 | $50.00 | Manufacturing Directly, Inc. | Johnson, Larry | A |
12/18/2015 | $45.00 | Manufacturing Directly, Inc. | Johnson, Larry | B |
12/19/2015 | $40.00 | Built Tough, Inc. | Lars, Sam | B |
12/20/2015 | $60.00 | Built Tough, Inc. | Lars, Sam | B |
12/21/2015 | $30.00 | Bandwagon, Inc. | Owen, Rob | B |
12/21/2015 | $25.00 | Afternoon Too, Inc. | Johnson, Larry | A |
12/21/2015 | $75.00 | Afternoon Too, Inc. | Johnson, Larry | A |
12/21/2015 | $45.00 | ABC Works, Inc. | Smith, Roland | B |
12/25/2015 | $75.00 | Little Engineers, Inc. | Lars, Sam | B |
12/26/2015 | $25.00 | Jobs for Less, Inc. | Johnson, Larry | A |
12/27/2015 | $25.00 | Jobs for Less, Inc. | Johnson, Larry | B |
12/28/2015 | $30.00 | Little Engineers, Inc. | Lars, Sam | B |
12/29/2015 | $75.00 | Built Tough, Inc. | Lars, Sam | A |
12/30/2015 | $40.00 | ABC Works, Inc. | Smith, Roland | A |
12/31/2015 | $50.00 | ABC Works, Inc. | Smith, Roland | B |
Total Sales | $1,950.00 |
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