Question
2 On the Subtotals worksheet, use the Sort dialog box to sort the data by Employee and further sort by Category, both in alphabetical order.
2 | On the Subtotals worksheet, use the Sort dialog box to sort the data by Employee and further sort by Category, both in alphabetical order. |
3 | Use the Subtotals feature to insert subtotal rows by Employee to calculate the total expense by employee. |
4 | Collapse the Donaldson and Hart sections to show only their totals. Leave the other employees individual rows displayed. |
5 | Use the Expenses worksheet to create a blank PivotTable on a new worksheet named Summary. Name the PivotTable Categories. |
6 | Use the Category and Expense fields, enabling Excel to determine where the fields go in the PivotTable. |
7 | Modify the Values field to determine the average expense by category. Change the custom name to Average Expense. |
8 | Format the Values field with Accounting number type. |
9 | Type Category in cell A3 and change the Grand Totals layout option to On for Rows Only. |
10 | Apply Pivot Style Dark 2 and display banded rows. Note, depending upon the version of Office being used, the style name may be Light Blue, Pivot Style Dark 2. |
11 | Insert a slicer for the Employee field, change the slicer height to 2 inches and apply the Slicer Style Dark 5. Move the slicer below the PivotTable. Note, depending upon the version of Office being used, the style name may be Light Blue, Slicer Style Dark 5. |
12 | Use the Expenses worksheet to create another blank PivotTable on a sheet named Totals. Add the Employee to the Rows and add the Expense field to the Values area. Sort the PivotTable from largest to smallest expense. |
13 | Change the name for the Expenses column to Totals and format the field with Accounting number format. |
14 | Insert a calculated field to subtract 2659.72 from the Expense field. Format the field with the custom name Above or Below Average and apply Accounting number format to the field. |
15 | Set 12.29 (approximate) as the width for column B and column C, change the row height of row 3 to 30, and apply word wrap to cell C3. |
16 | Create a clustered column PivotChart from the PivotTable. Move the PivotChart to a new sheet named Chart. Hide all field buttons in the PivotChart, if necessary. Note, Mac users, select the range A3:C8 in the PivotTable. On the Insert tab, click Column, and then click Clustered Column. Right-click, and from the shortcut menu, click Move Chart. |
17 | Add a chart title above the chart and type Expenses by Employee. Change the chart style to Style 14. Note, Mac users, continue on to the next Step. |
18 | Apply 11 pt font size to the value axis and display vertical axis as Accounting with zero decimal places. |
I would like to see all the steps. I start it and I get stock in the PivotTable..... Thanks.
Subtotals Sheet
File Home Insert Draw Page Layout Formulas Data Review View Help Share A1 x fx Expense D E F G H I J K A B C 1 Expense Employee Category 2 $ 93.28 Donaldson Misc 3 $ 113.64 Miller Misc 4 $ 114.90 Hart Misc 5 $ 123.41 Abbott Misc 6 $ 124.64 Overton Misc 7 $ 285.00 Miller Airfare 8 $ 285.32 Abbott Meals 9 $ 304.12 Miller Meals 10 $ 324.08 Donaldson Meals 11 $ 327.95 Hart Airfare 12 $ 340.76 Hart Meals 13 $ 374.82 Overton Meals 14 $ 423.99 Donaldson Airfare 15 $ 450.00 Donaldson Registration 16 $ 595.00 Abbott Registration 17 $ 595.00 Miller Registration 18 $ 658.00 Overton Airfare 19 $ 750.20 Abbott Airfare 20 $ 775.00 Overton Registration 21 $ 840.25 Miller Hotel 22 $ 864.84 Hart Hotel 23 $ 995.00 Hart Registration 24 $1,051.14 Abbott Hotel 25 $1,204.78 Donaldson Hotel 26 $1,283.50 Overton Hotel 27 File Home Insert DrawPage Layout Formulas Data Review View Help Share o A1 - X fic Employee D E F G H I J K - A B C 1 Employee Category Expense 2 Donaldson Misc $ 93.28 3 Miller Misc $ 113.64 4. Hart Misc $ 114.90 5 Abbott Misc $ 123.41 6 Overton Misc $ 124.64 7 Miller Airfare $ 285.00 8 Abbott Meals $ 285.32 9 Miller Meals $ 304.12 10 Donaldson Meals $ 324.08 11 Hart Airfare $ 327.95 12 Hart Meals $ 340.76 13 Overton Meals $ 374.82 14 Donaldson Airfare $ 423.99 15 Donaldson Registratior $ 450.00 16 Abbott Registratior $ 595.00 17 Miller Registratior $ 595.00 18 Overton Airfare $ 658.00 19 Abbott Airfare $ 750.20 20 Overton Registratior $ 775.00 21 Miller Hotel $ 840.25 22 Hart Hotel $ 864.84 23 Hart Registratior $ 995.00 24 Abbott Hotel $1,051.14 25 Donaldson Hotel $ 1,204.78 26 Overton Hotel $1,283.50 27 Subtotals Expenses + 9 0 -- + 100% File Home Insert Draw Page Layout Formulas Data Review View Help Share A1 x fx Expense D E F G H I J K A B C 1 Expense Employee Category 2 $ 93.28 Donaldson Misc 3 $ 113.64 Miller Misc 4 $ 114.90 Hart Misc 5 $ 123.41 Abbott Misc 6 $ 124.64 Overton Misc 7 $ 285.00 Miller Airfare 8 $ 285.32 Abbott Meals 9 $ 304.12 Miller Meals 10 $ 324.08 Donaldson Meals 11 $ 327.95 Hart Airfare 12 $ 340.76 Hart Meals 13 $ 374.82 Overton Meals 14 $ 423.99 Donaldson Airfare 15 $ 450.00 Donaldson Registration 16 $ 595.00 Abbott Registration 17 $ 595.00 Miller Registration 18 $ 658.00 Overton Airfare 19 $ 750.20 Abbott Airfare 20 $ 775.00 Overton Registration 21 $ 840.25 Miller Hotel 22 $ 864.84 Hart Hotel 23 $ 995.00 Hart Registration 24 $1,051.14 Abbott Hotel 25 $1,204.78 Donaldson Hotel 26 $1,283.50 Overton Hotel 27 File Home Insert DrawPage Layout Formulas Data Review View Help Share o A1 - X fic Employee D E F G H I J K - A B C 1 Employee Category Expense 2 Donaldson Misc $ 93.28 3 Miller Misc $ 113.64 4. Hart Misc $ 114.90 5 Abbott Misc $ 123.41 6 Overton Misc $ 124.64 7 Miller Airfare $ 285.00 8 Abbott Meals $ 285.32 9 Miller Meals $ 304.12 10 Donaldson Meals $ 324.08 11 Hart Airfare $ 327.95 12 Hart Meals $ 340.76 13 Overton Meals $ 374.82 14 Donaldson Airfare $ 423.99 15 Donaldson Registratior $ 450.00 16 Abbott Registratior $ 595.00 17 Miller Registratior $ 595.00 18 Overton Airfare $ 658.00 19 Abbott Airfare $ 750.20 20 Overton Registratior $ 775.00 21 Miller Hotel $ 840.25 22 Hart Hotel $ 864.84 23 Hart Registratior $ 995.00 24 Abbott Hotel $1,051.14 25 Donaldson Hotel $ 1,204.78 26 Overton Hotel $1,283.50 27 Subtotals Expenses + 9 0 -- + 100%Step by Step Solution
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