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BA-319 Midterm Activity

The document contains student grades for various quizzes and tests across multiple units, as well as sales data for salespersons over several months. It also includes instructions for creating and manipulating a PivotTable in Excel to analyze sales data. The document provides a comprehensive overview of academic performance and sales metrics, along with detailed steps for data analysis.

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Axell Jay
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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0% found this document useful (0 votes)
4 views10 pages

BA-319 Midterm Activity

The document contains student grades for various quizzes and tests across multiple units, as well as sales data for salespersons over several months. It also includes instructions for creating and manipulating a PivotTable in Excel to analyze sales data. The document provides a comprehensive overview of academic performance and sales metrics, along with detailed steps for data analysis.

Uploaded by

Axell Jay
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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First Quar

Student Name Unit 1 Quiz 1 Unit 1 Test Unit 2 Quiz 1


Jackson Love 70 75 88
Priya Patel 97 100 92
Sharia Clemmons 95 97 45
Ming Lu 91 93 89
Sadie Carter 86 84 93
Jensen Howard 54 70 87
Tyriq Hilton 77 85 76
Maria Saldana 100 96 93
Kyle Jacobs 90 89 91
John Feinstein 89 67 84
Carter Zhou 75 68 82
Jose Marco Hernandez 93 87 86
Betsy Michaels 90 95 80
Dexter Cooper 62 71 76
Quanisha Johnson 100 98 86
rst Quarter Grades
Unit 2 Quiz 2 Unit 2 Test Unit 3 Quiz 1 Unit 3 Test
90 72 69 75
95 96 68 95
79 83 95 94
95 97 84 85
89 94 77 88
72 85 65 74
90 68 72 78
87 88 87 92
93 94 88 95
87 85 80 90
83 85 84 66
91 93 95 82
73 76 71 88
84 80 85 87
89 93 95 96
1st Quarter Project Midterm
93 85
92 93
100 92
88 99
87 86
94 70
94 87
95 95
88 95
93 95
50 68
99 85
85 77
93 68
97 92
Westbrook Parker Sales Data
Salesperson May June July August September
Albertson, Kathy $3,799.00 $557.00 $3,863.00 $1,117.00 $8,237.00
Allenson, Carol $18,930.00 $1,042.00 $9,355.00 $1,100.00 $10,185.00
Altman, Zoey $5,725.00 $3,072.00 $6,702.00 $2,116.00 $13,452.00
Bittiman, William $1,344.00 $3,755.00 $4,415.00 $1,089.00 $4,404.00
Brennan, Michael $8,296.00 $3,152.00 $11,601.00 $1,122.00 $3,170.00
Carlson, David $3,945.00 $4,056.00 $3,726.00 $1,135.00 $8,817.00
Collman, Harry $8,337.00 $4,906.00 $9,007.00 $2,113.00 $13,090.00
Counts, Elizabeth $3,742.00 $521.00 $4,505.00 $1,024.00 $3,528.00
David, Chloe $7,605.00 $3,428.00 $3,973.00 $1,716.00 $4,839.00
Davis, William $5,304.00 $1,562.00 $2,945.00 $1,176.00 $9,642.00
Dumlao, Richard $9,333.00 $2,779.00 $7,549.00 $1,101.00 $5,850.00
Farmer, Kim $1,103.00 $3,470.00 $3,862.00 $1,040.00 $10,024.00
Ferguson, Elizabeth $1,333.00 $1,913.00 $4,596.00 $1,126.00 $5,503.00
Flores, Tia $12,398.00 $2,883.00 $2,142.00 $2,014.00 $13,547.00
Ford, Victor $3,251.00 $4,931.00 $8,283.00 $1,054.00 $9,543.00
Hodges, Melissa $4,624.00 $4,798.00 $8,420.00 $1,389.00 $10,468.00
Jameson, Robinson $2,552.00 $4,459.00 $2,248.00 $1,058.00 $6,267.00
Kellerman, Frances $4,281.00 $4,172.00 $11,074.00 $1,282.00 $2,365.00
Sales Data
October Quota Status
$8,690.00
$18,749.00
$8,046.00
$20,114.00
$10,733.00
$18,524.00
$13,953.00
$15,275.00
$13,085.00
$13,714.00
$15,065.00
$18,389.00
$10,686.00
$21,983.00
$11,967.00
$12,677.00
$14,982.00
$9,380.00
Salesperson Region Account Order Amount Month
Albertson, Kathy East 29386 $925.00 January
Albertson, Kathy East 74830 $875.00 February 1.) Select all of the data
Albertson, Kathy East 90099 $500.00 February - On the dialog box, cho
- Click Existing Workshe
Albertson, Kathy East 74830 $350.00 March
Brennan, Michael West 82853 $400.00 January 2.) On the PivotTable Fie
Brennan, Michael West 72949 $850.00 January
3.) Drag a field from the
Brennan, Michael West 90044 $1,500.00 January
Brennan, Michael West 82853 $550.00 February 4.) The filter will appear
Brennan, Michael West 72949 $400.00 March Select Multiple Items.
Davis, William South 55223 $235.00 February
5.) Uncheck the box nex
Davis, William South 10354 $850.00 January few salespeople (Brenna
Davis, William South 50192 $600.00 March - The PivotTable will ad
Davis, William South 27589 $250.00 January
6.) On the Sum of Order
Dumlao, Richard West 67275 $400.00 January new sheet, South Detail
Dumlao, Richard West 41828 $965.00 February
Dumlao, Richard West 87543 $125.00 March 7.) Go back to 1st Quart
Flores, Tia South 97446 $1,500.00 March 8.) From the Analyze tab
Flores, Tia South 41400 $305.00 January
Flores, Tia South 30974 $1,350.00 January 9.) A dialog box will app
Flores, Tia South 41400 $435.00 February
10.) The slicer will appea
Flores, Tia South 30974 $550.00 February example below, the slice
Flores, Tia South 30974 $425.00 March
Post, Melissa East 78532 $765.00 January 11.) on the Slicer, Clear
Post, Melissa East 78532 $150.00 February 12.) (Same sheet) Select
Post, Melissa East 65532 $425.00 February
Post, Melissa East 78532 $350.00 March 13.) From the Insert tab
Thompson, Shannon North 91987 $875.00 January
14.) The Insert Chart dia
Thompson, Shannon North 91041 $265.00 January
Thompson, Shannon North 91987 $375.00 February 15.) The PivotChart will
Thompson, Shannon North 91041 $1,345.00 February
16.) On the PivotTable F
Thompson, Shannon North 91987 $300.00 March - Salesperson to Rows A
Walters, Chris South 55667 $225.00 January - Month to Columns Are
Walters, Chris South 54393 $105.00 January (This changes the PivotT
Walters, Chris South 40028 $25.00 January 17.) On your Salesperso
Walters, Chris South 55667 $155.00 February - Flores, Post, Thompso
Walters, Chris South 54393 $2,600.00 February
Walters, Chris South 54393 $225.00 March * Notice that your Pivot
Walters, Chris South 55667 $785.00 March
Walters, Chris South 27589 $255.00 March You're Done.
1.) Select all of the data, then create a pivot table.
- On the dialog box, choose "select a table or range. Name of the Table/Range should be Table 1
- Click Existing Worksheet, on the Location field, click H4

2.) On the PivotTable Fields, tick Region and Order Amount.

3.) Drag a field from the Field List to the Filters area. In this example, we'll use the Salesperson field.

4.) The filter will appear above the PivotTable. Click the drop-down arrow, then check the box next to
Select Multiple Items.

5.) Uncheck the box next to any item you don't want to include in the PivotTable. Uncheck the boxes for a
few salespeople (Brennan, Dumlao, Thompson), then click OK.
- The PivotTable will adjust to reflect the changes.

6.) On the Sum of Order Amount of South, right click and select Show Details. (Make sure to rename the
new sheet, South Details)

7.) Go back to 1st Quarter Sales Challenge sheet, Select any cell in the PivotTable.

8.) From the Analyze tab, click the Insert Slicer command.

9.) A dialog box will appear. Check the box next to the desired field. Select Salesperson, then click OK.

10.) The slicer will appear next to the PivotTable. Each selected item will be highlighted in blue. In the
example below, the slicer contains all eight salespeople, but only five of them are currently selected.

11.) on the Slicer, Clear filter / Alt + C

12.) (Same sheet) Select any cell in your PivotTable.


13.) From the Insert tab, click the PivotChart command.

14.) The Insert Chart dialog box will appear. Select the desired chart type and layout, then click OK.

15.) The PivotChart will appear.

16.) On the PivotTable Fields, remove Region field from the Rows Area, then DRAG the following:
- Salesperson to Rows Area
- Month to Columns Area
(This changes the PivotTable to view the monthly sales for each salesperson)

17.) On your Salesperson Slicer, DESELECT the following:


- Flores, Post, Thompson and Walters
* Notice that your PivotTable Chart changes as well.

You're Done.

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