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    Rimando, Jeremy Serrano, Faith Tecson, Adriane

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    yeay_me
    This document provides instructions for creating pivot tables in Microsoft Excel using sample data on group members, quantities, revenues, expenses, and months. It includes 5 exercises where the reader is guided to: 1. Select data and insert a pivot table, adding fields to rows and values areas. 2. Sort data and format as currency. 3. Add calculations for revenue/expense per member per month and net income/loss columns. 4. Filter a pivot table by group segment and include specific fields in rows, columns, and filters areas. The step-by-step directions demonstrate basic and advanced pivot table features like sorting, calculations, formatting, and filtering.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Rimando, Jeremy Serrano, Faith Tecson, Adriane

    Uploaded by

    yeay_me
    26 views8 pages
    This document provides instructions for creating pivot tables in Microsoft Excel using sample data on group members, quantities, revenues, expenses, and months. It includes 5 exercises where the reader is guided to: 1. Select data and insert a pivot table, adding fields to rows and values areas. 2. Sort data and format as currency. 3. Add calculations for revenue/expense per member per month and net income/loss columns. 4. Filter a pivot table by group segment and include specific fields in rows, columns, and filters areas. The step-by-step directions demonstrate basic and advanced pivot table features like sorting, calculations, formatting, and filtering.

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    This document provides instructions for creating pivot tables in Microsoft Excel using sample data on group members, quantities, revenues, expenses, and months. It includes 5 exercises where the reader is guided to: 1. Select data and insert a pivot table, adding fields to rows and values areas. 2. Sort data and format as currency. 3. Add calculations for revenue/expense per member per month and net income/loss columns. 4. Filter a pivot table by group segment and include specific fields in rows, columns, and filters areas. The step-by-step directions demonstrate basic and advanced pivot table features like sorting, calculations, formatting, and filtering.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    26 views8 pages

    Rimando, Jeremy Serrano, Faith Tecson, Adriane

    Uploaded by

    yeay_me
    This document provides instructions for creating pivot tables in Microsoft Excel using sample data on group members, quantities, revenues, expenses, and months. It includes 5 exercises where the reader is guided to: 1. Select data and insert a pivot table, adding fields to rows and values areas. 2. Sort data and format as currency. 3. Add calculations for revenue/expense per member per month and net income/loss columns. 4. Filter a pivot table by group segment and include specific fields in rows, columns, and filters areas. The step-by-step directions demonstrate basic and advanced pivot table features like sorting, calculations, formatting, and filtering.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 8

    Rimando, Jeremy

    Serrano, Faith
    Tecson, Adriane

    10:30-12:00 F

    EXERCISE 1

    1. Click a cell outside the data


    2. Choose from the menu bar
    3. Under the insert tab, select and then a dialog box (as shown below) will appear

    4. Select the table range where the data is placed, including the headings
    5. Since this exercise requires the pivot table to be placed within the worksheet, choose the existing
    worksheet option
    6. Click on the cell where the table will be placed, in our case we chose K12.
    7. Click ok
    8. In the pivot table fields ,located on the right side of the worksheet, click on the Group name and
    Quantity fields
    9. The group name will automatically appear under rows and the sum of quantity will automatically
    appear under the summation of values.

    10. Select the a cell in the quantity column and then click data in the menu bar

    11. Under the data tab, select sort from Highest to smallest
    EXERCISE 3

    1. Click a cell outside the data


    2. Choose from the menu bar
    3. Under the insert tab, select and then a dialog box (as shown below) will appear

    4. Select the table range where the data is placed, including the headings
    5. Since this exercise requires the pivot table to be placed within the worksheet, choose the existing
    worksheet option
    6. Click on the cell where the table will be placed
    7. Click ok
    8. Click all the fields under the pivot table fields

    9. The different fields will automatically appear in the columns, rows and values areas.
    10. Change the Row Labels Heading to Group Segment
    11. Since the exercise dictates that the Sum of the member months be placed on the leftmost column,
    drag the sum of member months field to the top under the summation of values area
    12. Create another column adjacent to the pivot table with the heading Revenue PMPM and Expense
    PMPM
    13. Under those columns, input the formula for the Revenue/Expense PMPM which corresponds to the
    quotient of the sum of the revenue and the sum of member months. Do it for all the group
    segments
    ** =sum of revenue/ sum of member months **
    **=sum of expense/sum of member months**

    14. Select the data under that column and then right click and then a dialog box will appear
    15. In the dialog box, select the Currency category and then change the symbol to $

    16. Click OK
    EXERCISE 4

    1. Create another column with the header Net Income/Loss with the formula corresponding to the
    difference between the revenue and the expense

    2. Click a cell outside the data


    3. Choose from the menu bar
    4. Under the insert tab, select and then a dialog box (as shown below) will appear

    5. Select the table range where the data is placed, including the headings
    6. Since this exercise requires the pivot table to be placed within the worksheet, choose the existing
    worksheet option
    7. Click on the cell where the table will be placed
    8. Click ok
    9. Select everything under the pivot table fields and then all the fields will automatically appear under
    the different areas.
    EXERCISE 5

    1. Click a cell outside the data


    2. Choose from the menu bar
    3. Under the insert tab, select and then a dialog box (as shown below) will appear

    4. Select the table range where the data is placed, including the headings
    5. Since this exercise requires the pivot table to be placed within the worksheet, choose the existing
    worksheet option
    6. Click on the cell where the table will be placed
    7. Click ok
    8. Under the Pivot Table Fields, select the necessary fields namely Group segment, expenses, service
    month and paid month
    9. Under the area fields, drag the group segments field to filters and service month to the columns
    field. The Paid months automatically appears on the rows area, keep it as is.

    10. The group segment will now appear on a different cell located above the table. Click the drop down
    button and select big.

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