Question

Small Builders, Inc. has two lines of business: product and service. Their product line of business offers 2 products: Product A and Product B. In this assignment, you will use Pivot Tables to help show which product is more successful, which salesperson is selling the most or the least and which customer(s) are the most important relationships to maintain. Use the Excel spreadsheet included here which provides Decembers Sales Report: Week 4 Assignment 2.xls Pivot Tables Required: 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? 6. Upload your assignment by clicking on Week 3 Assignment abovePaste Merge & Center 4 7 1 OrderDate Order Amount Customer Product ABC Works, IncSmith, Roland ABC Works, Inc. Smith, Roland 30.00Manufacturing Directly, Inc. Johnson, Larry Levies by Lee, LLC Christen, Bill 12/2/15 12/3/15 $60.00 Built Tough, Inc. ABC Works, Inc. ABC Works, Inc. Built Tough, Inc. $60.00Manufacturing Directly, Inc. ABC Works, Inc. ABC Works, Inc. Built Tough, Inc. $60.00Manufacturing Directly, Inc. Lennys Shop, LLC Levies by Lee, LLC Jobs for Less, Inc. $60.00 Smith, Roland Smith, Roland 12/5/16 10 12/5/16 12/5/16 12/5/16 12/5/16 12/5/16 15 12/6/15 16 12/6/15 17 12/6/15 12/6/15 19 12/6/15 20 12/11/15 21 12/12/15 22 12/13/15 23 12/14/15 24 12/14/15 25 12/14/15 26 12/14/15 27 12/18/15 28 12/19/15 29 12/20/15 12/21/15 31 12/21/15 32 12/21/15 33 12/21/15 34 12/25/15 35 12/26/15 36 12/27/15 37 12/28/15 38 12/29/15 39 12/30/15 40 12/31/15 $50.00 Johnson, Larry Smith, Roland Smith, Roland $50.00 13 Johnson, Larry $50.00 $60.00 $30.00 Christen, Bill ABC Works, IncSmith, Roland 30.00Manufacturing Directly, Inc. Johnson, Larry Lars, Sam Jobs for Less, Inc. Johnson, Larry Engine Repair, LLCErics, Rebecca Engine Repair, LLCErics, Rebecca Lars, Sam Repairs by Larry, LLC Erics, Rebecca $50.00Manufacturing Directly, Inc. Johnson, Larry $45.00Manufacturing Directly, Inc. Johnson, Larry Lars, Sam Lars, Sam $60.00 $50.00 $60.00 Little Engineers, Inc. $40.00 $60.00 $30.00 Built Tough, Inc. Bandwagon, Inc. Afternoon Too, Inc. Afternoon Too, Inc. Johnson, Larry Johnson, Larry ABC Works, IncSmith, Roland Little Engineers, Inc. Jobs for Less, Inc. Jobs for Less, Inc. Little Engineers, Inc. Built Tough, Inc. ABC Works, Inc. ABC Works, Inc. Johnson, Larry Johnson, Larry $40.00 $50.00 $1,950.00 Smith, Roland Smith, Roland1 Required: Answer the following questions using the information provided by the completed Pivot Tables. 3 a. Who sells the most of Product A? 6 b. Who sells the most of Product B? 9 c. Who is selling the least of either product? 10 12 d. 13 14 15 e. 16 17 Which product is the company selling more of? 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 18 relationship with the customers we have identified? 19 20 21 23 24 25

Please show the formulas that need to be used if needed. Thank you

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Answer #1

Salesperson by Customer:

Book2 Microsoft Excel PIVOTTABLE TOOLS Sign in HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW DEVELOPER ANALYZE DESIGN ES Clear Select PivotTable Name: → Group Selection- Fields, Items, &Sets Active Field: Custome li。 0LAP Tools Relationships Ungroup Drill Drill ! Group Field Refresh Change Data Filter Insert Slicer Timeline Connections Insert PivotChart Recommended Field+ Field Options Field Settings Down Up -n Move PivotTable Source . PivotTables Active Field Filter Actions Calculations X-/ fr Engine Repair, LLC PivotTable Fields ▼ Choose fields to add to report: 3 Row Labels 4 ABC Works, Inc. 5 Afternoon Too, Inc. 6 Bandwagon, Inc. 7 Built Tough, Inc 8 Engine Repair, LLC Count of Product 10 Order Date Order Amount Customer s for Less, Inc. MORE TABLES.. 10 Lennys Shop, LLC 11 Levies by Lee, LLC 12 Little Engineers, Inc. 13 Manufacturing Directly, Inc. 14 Repairs by Larry, LLC 15 Grand Total 16 17 18 19 20 21 Drag fields between areas below 39 Y FILTERS II COLUMNS ROWS Σ VALUES Customer Count of Prod ▼ 24 ProductsalesPersonOrderbyProductCustomer Salespersonby Customer □ Defer Layout Update UPDATE +100%

Sum of Orders by Product and by Salesperson:Book2 Microsoft Excel PIVOTTABLE TOOLS HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW DEVELOPER ANALYZE DESIGN Sign in S Cut Ea Copy ア旨 x 분 栏左喦Merge & Center ¥ $ ▼ % , 留-28 conditional Format as Cell Insert Delete Format 畠 ▼ H Calibri EWrap Text General Fill Clear Paste Sort &Find& B 1 U -. ク Format Painter ormatting TableStyles Filter Select Font Alignment Number Cells Editing PivotTable Fields ▼ Choose fields to add to report: 4 Row Labels SUM of PRODUCT Order Date Order Amount Customer 5 Christen, Bill Erics, Rebecca 7 Johnson, Larry 8 Lars, Sam 9 Owen, Rob 10 Smith, Roland 11 Grand Total MORE TABLES.. 10 39 13 14 Drag fields between areas below ▼ FILTERS II COLUMNS 16 17 18 19 20 21 ROWS Σ VALUES SUM of PROD... v 24 □ Defer Layout Update UPDATE ProductSalesPerson OrderbyProductCustomer Salespersonby Customer +100%

Salesperson by Customer:Book2 Microsoft Excel PIVOTTABLE TOOLS HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW DEVELOPER ANALYZE DESIGN Sign in S Cut Ea Copy 畠 ア旨 x 분 ▼ H Calibri EWrap Text General Fill Clear Paste B l U. -. ク·A. tE左喦Merge & Center. $% , 留£2 Conditional Format as Cell Insert Delete Format Sort &Find& Format Painter ormatting TableStyles Filter Select Font Alignment Number Cells Editing AS x f Jobs for Less, Inc. PivotTable FieldsX Choose fields to add to report: 3 Row Labels 4 ABC Works, Inc. 5 Afternoon Too, Inc. 6 Bandwagon, Inc. 7 Built Tough, Inc. 8 Engine Repair, LLC 9 Jobs for Less, Inc. 10 Lennys Shop, LLC 11 Levies by Lee, LLC 12 Little Engineers, Inc. 13 Manufacturing Directly, Inc. 14 Repairs by Larry, LLC 15 Grand Total 16 17 18 19 20 21 Count of Salesperson 10 Order Date Order Amount Customer MORE TABLES.. Drag fields between areas below 39 Y FILTERS II COLUMNS = ROWS Σ VALUES CustomerCount of Sale... - 23 24 □ Defer Layout Update UPDATE Salespersonby Customer Sheet1 +100%

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