Pivot Table Settings and Field Calculations 1. Create a pivot table based on the data in the Data worksheet. The PivotTableImage worksheet contains an image of the complete pivot table. 2. Set up a dateset that is appropriate for a Pivot table. Use the field names "Salesperson" and "Country". 3. Place Country as a Report Filter, Salesperson as a Row Label, and Order Amount as a Value. Name the worksheet "Pivot". 4. Show the pivot table in Outline Form (Design tab, Report Layout dropdown). Add the Order Date field to the left of Salesperson. 5. Group order dates by quarter. 6. Rename the Order Date field to Qtr. 7. Pivot the report to compare individual performance from quarter to quarter. Move Qtr to the right of Salesperson. 8. Format the Order Amount as currency. 9. Pivot the report back to the original view. Move Qtr to the left of Salesperson.
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This note was uploaded on 04/30/2008 for the course BUS-X 201 taught by Professor Goodrich during the Spring '08 term at Indiana.