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8/14/2019 Sample Customer Reports.xls
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Sample Customer Reports Workbook How To
How to use this workbook
This workbook contains several examples of PivotTable reports, including the source data from which the reports were made. You can followthe steps in the article 25 Easy PivotTable Reportsto create these reports, and try out the commands on the PivotTabletoolbar and menuto learn about the ways you can customize a PivotTable report.
This workbook is set to print on most printers. Click Printon the Filemenu, click Entire Workbookunder Print what, and then click OK.Because the Source Data list and the Customers report are both fairly long, print areas were set to print out only the first three pages. If youwant to print all pages of either of these worksheets, click the worksheet, point to Print Areaon the Filemenu, and then click Clear Print
Area.
Example reports in this workbook
The PivotTable reports in this workbook were all based on the first report, Customers!PivotTable1. When you create several reports from thesame source data in the same workbook, basing them all on one report minimizes the size of the workbook and the amount of memory usedwhen you open it. The reports all behave independently, however: you can refresh, format, and change the layout of each report separately.
The example reports in this workbook are formatted using the Report 5format. Use the Format Reportcommand on the PivotTabletoolbar to apply this format to your own reports.
When you click a report in this workbook, the PivotTabletoolbar and the PivotTable Field Listwindow should appear. If not, right-clickany toolbar and then click PivotTableto display the toolbar, and then click the Show Field Listbutton at the right end of the toolbar todisplay the field list.
Source datacontains the original source records that provide the data values for the reports.
Customersanalyzes which products each customer buys according to the quarter when they purchase.
Top 2 Productslists the two most popular products for each customer.
Top Q1 Customerfinds the customer who purchased the most overall in the first quarter and lists the products that customer bought.
Top 2 Customerslists the two biggest customers for each product.
Chartcontains a PivotChart report that represents the products and amounts purchased by the top three first-quarter customers graphically.The instructions for creating it are provided on a separate worksheet, the Chart Instructionssheet.
For more information
Excel Help has further information about PivotTable and PivotChart reports. Ask the Excel Answer Wizard about PivotTable reports, orsearch for PivotTable or PivotChart report information on the Office Update Web site.
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Sample Customer Reports Workbook Source Data
Product Customer Qtr 1 Qtr 2 Qtr 3 Qtr 4
Alice Mutton ANTON $702.00
Alice Mutton BERGS $312.00
Alice Mutton BOLID $1,170.00
Alice Mutton BOTTM $1,170.00
Alice Mutton ERNSH $1,123.20 $2,607.15
Alice Mutton GODOS $280.80
Alice Mutton HUNGC $62.40
Alice Mutton PICCO $1,560.00 $936.00
Alice Mutton RATTC $592.80
Alice Mutton REGGC $741.00
Alice Mutton SAVEA $3,900.00 $789.75
Alice Mutton SEVES $877.50
Alice Mutton WHITC $780.00
Aniseed Syrup ALFKI $60.00
Aniseed Syrup BOTTM $200.00
Aniseed Syrup ERNSH $180.00
Aniseed Syrup LINOD $544.00
Aniseed Syrup QUICK $600.00
Aniseed Syrup VAFFE $140.00
Boston Crab Meat ANTON $165.60
Boston Crab Meat BERGS $920.00Boston Crab Meat BONAP $248.40 $524.40
Boston Crab Meat BOTTM $551.25
Boston Crab Meat BSBEV $147.00
Boston Crab Meat FRANS $18.40
Boston Crab Meat HILAA $92.00 $1,104.00
Boston Crab Meat LAZYK $147.00
Boston Crab Meat LEHMS $515.20
Boston Crab Meat MAGAA $55.20
Boston Crab Meat OTTIK $368.00
Boston Crab Meat PERIC $308.70
Boston Crab Meat QUEEN $26.46 $419.52 $110.40
Boston Crab Meat QUICK $1,223.60
Boston Crab Meat RANCH $294.00
Boston Crab Meat SAVEA $772.80 $736.00Boston Crab Meat TRAIH $36.80
Boston Crab Meat VAFFE $294.00 $736.00
Camembert Pierrot ANATR $340.00
Camembert Pierrot AROUT $510.00
Camembert Pierrot BERGS $680.00
Camembert Pierrot BOTTM $1,700.00
Camembert Pierrot CHOPS $323.00
Camembert Pierrot FAMIA $346.80
Camembert Pierrot FRANK $612.00
Camembert Pierrot FURIB $544.00
Camembert Pierrot GOURL $340.00
Camembert Pierrot LEHMS $892.50
Camembert Pierrot MEREP $2,261.00
Camembert Pierrot OTTIK $1,020.00Camembert Pierrot QUEEN $510.00
Camembert Pierrot QUICK $2,427.60 $1,776.50
Camembert Pierrot RICAR $1,088.00
Camembert Pierrot RICSU $1,550.40
Camembert Pierrot SAVEA $2,380.00
Camembert Pierrot WARTH $693.60
Camembert Pierrot WOLZA $510.00
Carnarvon Tigers BLONP $956.25
Carnarvon Tigers BONAP $1,500.00
Carnarvon Tigers FOLIG $3,125.00 $1,875.00
Carnarvon Tigers HANAR $1,250.00
Carnarvon Tigers HUNGO $1,406.25
Source data for PivotTable reports
The data to the left was used to create the reports inthis workbook. If you scan through this source data,you'll notice that it's difficult to see the trends and
results, even if you sort or filter the data. There arejust too many records to analyze at a glance.
Compared with the large databases your companymay have available, or you may have found on theInternet, this 948-row list is fairly short and simple.Excel can retrieve much larger amounts of data thanthis, and PivotTable reports are one of the best Exceltools for extracting the significance from a large,detailed data set.
The data is organized in list format, similar to how aquery returns database records: each columncontains similar data, the columns have headings inthe first row, and the list isn't interrupted by anyblank rows or columns (although blank cells within
the data are OK).
To see how PivotTable reports can summarize thisdata in a flash, view the sheets in this workbook insequence from left to right.
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Sample Customer Reports Workbook Source Data
Product Customer Qtr 1 Qtr 2 Qtr 3 Qtr 4
Carnarvon Tigers LETSS $562.50
Carnarvon Tigers QUICK $2,000.00 $1,500.00
Carnarvon Tigers SANTG $500.00
Carnarvon Tigers SPLIR $1,050.00
Carnarvon Tigers WELLI $225.00
Chai BERGS $472.50
Chai BLONP $450.00
Chai DUMON $54.00
Chai HUNGO $202.50
Chai LAMAI $345.60
Chai LEHMS $576.00
Chai LINOD $900.00
Chai MEREP $360.00
Chai NORTS $144.00
Chai PRINI $216.00
Chai QUEEN $144.00
Chai QUICK $540.00
Chai SAVEA $72.00
Chai TORTU $180.00
Chai WARTH $122.40
Chai WOLZA $108.00Chang AROUT $228.00
Chang CONSH $152.00
Chang FOLKO $95.00
Chang HILAA $950.00
Chang LAMAI $270.75
Chang LINOD $273.60
Chang OTTIK $760.00
Chang QUICK $912.00
Chang RICAR $380.00
Chang SAVEA $581.40 $484.50
Chang VICTE $285.00
Chang WANDK $541.50
Chang WHITC $516.80 $228.00
Chang WOLZA $190.00 $190.00Chartreuse verte ALFKI $283.50
Chartreuse verte BERGS $86.40 $324.00
Chartreuse verte BLAUS $90.00
Chartreuse verte ERNSH $2,106.00
Chartreuse verte FOLKO $288.00
Chartreuse verte HUNGO $43.20
Chartreuse verte MAGAA $30.60
Chartreuse verte OTTIK $180.00
Chartreuse verte PRINI $216.00
Chartreuse verte QUEDE $360.00
Chartreuse verte TRAIH $180.00
Chartreuse verte WARTH $288.00
Chef Anton's Cajun Seas BERGS $237.60
Chef Anton's Cajun Seas BONAP $935.00Chef Anton's Cajun Seas EASTC $550.00
Chef Anton's Cajun Seas FOLKO $1,045.00
Chef Anton's Cajun Seas FURIB $225.28
Chef Anton's Cajun Seas MAGAA $198.00
Chef Anton's Cajun Seas QUEEN $132.00
Chef Anton's Cajun Seas QUICK $990.00
Chef Anton's Cajun Seas TRADH $352.00
Chef Anton's Cajun Seas WARTH $550.00
Chef Anton's Gumbo Mix MAGAA $288.22
Chef Anton's Gumbo Mix THEBI $85.40
Chocolade ANTON $162.56
Chocolade AROUT $137.70
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Sample Customer Reports Workbook Source Data
Product Customer Qtr 1 Qtr 2 Qtr 3 Qtr 4
Chocolade ERNSH $606.90
Chocolade FURIB $68.85
Chocolade QUEEN $306.00
Cte de Blaye BERGS $3,557.25
Cte de Blaye GREAL $3,754.87
Cte de Blaye HANAR $948.60 $1,317.50
Cte de Blaye MEREP $8,263.36
Cte de Blaye QUICK $7,905.00
Cte de Blaye RATTC $6,324.00
Cte de Blaye SIMOB ######
Cte de Blaye THEBI $2,635.00
Cte de Blaye TORTU $3,952.50
Escargots de Bourgogne FRANK $397.50
Escargots de Bourgogne HUNGO $519.40
Escargots de Bourgogne LINOD $298.13
Escargots de Bourgogne OLDWO $397.50
Escargots de Bourgogne RICSU $265.00
Escargots de Bourgogne SAVEA $119.25
Escargots de Bourgogne WARTH $79.50
Filo Mix AROUT $210.00 $56.00
Filo Mix BERGS $175.00Filo Mix BLONP $112.00
Filo Mix DUMON $63.00
Filo Mix FAMIA $28.00
Filo Mix LAUGB $35.00
Filo Mix NORTS $42.00
Filo Mix OLDWO $168.00
Filo Mix REGGC $23.80
Filo Mix RICAR $490.00
Filo Mix RICSU $420.00
Filo Mix TOMSP $75.60
Filo Mix VAFFE $99.75
Filo Mix VINET $126.00
Fltemysost AROUT $258.00
Fltemysost BERGS $688.00Fltemysost BONAP $645.00
Fltemysost ERNSH $240.80 $344.00
Fltemysost GREAL $306.37
Fltemysost HANAR $174.15
Fltemysost HUNGO $483.75 $365.50
Fltemysost ISLAT $206.40 $322.50
Fltemysost MEREP $306.37
Fltemysost OTTIK $258.00
Fltemysost QUEDE $172.00
Fltemysost RATTC $1,032.00 $193.50
Fltemysost RICAR $34.40
Fltemysost SAVEA $1,032.00
Fltemysost SUPRD $860.00
Fltemysost WARTH $516.00Geitost ANTON $92.00
Geitost BOTTM $98.00
Geitost BSBEV $37.50
Geitost FAMIA $100.00
Geitost GREAL $16.00
Geitost HUNGC $40.00
Geitost ISLAT $24.00
Geitost LAMAI $32.00
Geitost LEHMS $75.00
Geitost QUICK $34.00
Geitost REGGC $45.00
Geitost SAVEA $110.00
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Sample Customer Reports Workbook Customers
Customer Product Qtr 1 Qtr 2 Qtr 3 Qtr 4
ALFKI
Aniseed Syrup $60
Chartreuse verte $284
Lakkalikri $270
Rssle Sauerkraut $513
Spegesild $18
Vegie-spread $878ALFKI Total $815 $1,208
ANATR
Camembert Pierrot $340
Mascarpone Fabioli $320
Singaporean Hokkien Fried Mee $70
Tofu $70
ANATR Total $480 $320
ANTON
Alice Mutton $702
Boston Crab Meat $166
Chocolade $163
Geitost $92Gumbr Gummibrchen $796
Ipoh Coffee $587
Louisiana Hot Spiced Okra $68
Perth Pasties $820
Queso Cabrales $945
Raclette Courdavault $743
Ravioli Angelo $88
Rhnbru Klosterbier $233
Sasquatch Ale $560
ANTON Total $4,772 $1,189
AROUT
Camembert Pierrot $510
Chang $228Chocolade $138
Filo Mix $210 $56
Fltemysost $258
Gorgonzola Telino $625
Gustaf's Knckebrd $84
Jack's New England Clam Chowder $135
Manjimup Dried Apples $1,060
Outback Lager $270 $357
Pt chinois $504
Perth Pasties $590
Ravioli Angelo $780
Rd Kaviar $45
Spegesild $319
Zaanse koeken $238AROUT Total $408 $2,143 $3,856
BERGS
Alice Mutton $312
Boston Crab Meat $920
Camembert Pierrot $680
Chai $473
Chartreuse verte $86 $324
Chef Anton's Cajun Seasoning $238
Cte de Blaye $3,557
Analyzing customer buying patterns
This report lists the products bought byeach customer. You can easily see theirspending patterns across the fourquarters.
When you first drag the fields Qtr1through Qtr 4 to the data area, Exceluses the Count summary functioninstead of adding up the amounts. In thesource data, you'll notice many blankcells in the columns for the quarters.When the data in a field includes blanksand other values that aren't numbers,Excel initially uses Count to summarizethe data.
You can easily change the fields to totalthe amounts instead of counting:double-click the field and click Sum
under Summarize by.
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Sample Customer Reports Workbook Customers
Customer Product Qtr 1 Qtr 2 Qtr 3 Qtr 4
BERGS Filo Mix $175
Fltemysost $688
Gumbr Gummibrchen $374
Ikura $62
Ipoh Coffee $2,760
Jack's New England Clam Chow $231 $97
Mascarpone Fabioli $288Nord-Ost Matjeshering $259
Pavlova $188
Perth Pasties $394
Rhnbru Klosterbier $105
Rssle Sauerkraut $912
Steeleye Stout $115
Tofu $372
Tourtire $89 $112 $40
BERGS Total $1,207 $4,694 $5,921 $2,028
BLAUS
Chartreuse verte $90
Lakkalikri $252
Queso Cabrales $294Ravioli Angelo $78
Rssle Sauerkraut $137
Sir Rodney's Scones $80
Tourtire $149
BLAUS Total $616 $464
BLONP
Carnarvon Tigers $956
Chai $450
Filo Mix $112
Gnocchi di nonna Alice $1,094
Gorgonzola Telino $594
Ikura $347
Jack's New England Clam Chowder $110Lakkalikri $180
Pt chinois $410
Queso Cabrales $625
Raclette Courdavault $660
Rhnbru Klosterbier $134
Spegesild $48
Tarte au sucre $1,379
Wimmers gute Semmelkndel $718
BLONP Total $3,833 $2,875 $1,110
BOLID
Alice Mutton $1,170
Thringer Rostbratwurst $1,857
BOLID Total $3,027
BONAP
Boston Crab Meat $248 $524
Carnarvon Tigers $1,500
Chef Anton's Cajun Seasoning $935
Fltemysost $645
Gnocchi di nonna Alice $855
Gorgonzola Telino $36
Gudbrandsdalsost $675
Ikura $651
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Sample Customer Reports Workbook Customers
Customer Product Qtr 1 Qtr 2 Qtr 3 Qtr 4
BONAP Inlagd Sill $570
Lakkalikri $360
Louisiana Fiery Hot Pepper Sauce $200
Manjimup Dried Apples $1,007
Northwoods Cranberry Sauce $340
Pavlova $249
Ravioli Angelo $205Singaporean Hokkien Fried Mee $399
Tunnbrd $108
Uncle Bob's Organic Dried Pears $1,275
Wimmers gute Semmelkndel $213
Zaanse koeken $214
BONAP Total $1,821 $3,368 $1,930 $4,089
BOTTM
Alice Mutton $1,170
Aniseed Syrup $200
Boston Crab Meat $551
Camembert Pierrot $1,700
Geitost $98
Gula Malacca $496Jack's New England Clam Chow $154
Mozzarella di Giovanni $1,218
NuNuCa Nu-Nougat-Creme $638
Raclette Courdavault $1,021
Singaporean Hokkien Fried Mee $213
Zaanse koeken $171
BOTTM Total $3,661 $851 $3,118
BSBEV
Boston Crab Meat $147
Geitost $38
Gnocchi di nonna Alice $608
Konbu $48
Manjimup Dried Apples $127Maxilaku $120
Mozzarella di Giovanni $35
Outback Lager $105
Ravioli Angelo $117
Sir Rodney's Scones $112 $150
Steeleye Stout $360
Tarte au sucre $493
Uncle Bob's Organic Dried Pears $720
BSBEV Total $1,714 $972 $493
CACTU
Gorgonzola Telino $13
Jack's New England Clam Chowder $97
Scottish Longbreads $75Steeleye Stout $54
CACTU Total $226 $13
CHOPS
Camembert Pierrot $323
Gnocchi di nonna Alice $1,520
Gudbrandsdalsost $1,440
Ikura $471
Konbu $36
Manjimup Dried Apples $1,511
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Sample Customer Reports Workbook Top 2 Products
Customer Product Qtr 3
ALFKI
Chartreuse verte $284
Rssle Sauerkraut $513
ALFKI Total $797
ANATR
Camembert Pierrot $340Singaporean Hokkien Fried Mee $70
ANATR Total $410
ANTON
Gumbr Gummibrchen $796
Rhnbru Klosterbier $233
ANTON Total $1,029
BERGS
Cte de Blaye $3,557
Fltemysost $688
BERGS Total $4,245
BLAUSChartreuse verte $90
Queso Cabrales $294
BLAUS Total $384
BLONP
Chai $450
Raclette Courdavault $660
BLONP Total $1,110
BONAP
Boston Crab Meat $524
Manjimup Dried Apples $1,007
BONAP Total $1,531
DUMON
Filo Mix $63
Ikura $310
DUMON Total $373
ERNSH
Gudbrandsdalsost $3,051
Tarte au sucre $3,352
ERNSH Total $6,403
FAMIA
Nord-Ost Matjeshering $777
Perth Pasties $779
FAMIA Total $1,556
FOLIG
Carnarvon Tigers $3,125
Uncle Bob's Organic Dried Pears $1,050
FOLIG Total $4,175
FRANK
Rd Kaviar $750
Tofu $1,186
FRANK Total $1,936
Determining which products are most popular
This report lists the two products each customer purchased themost of in the third quarter. Finding this information takes twosteps. First, click the Product field, and use the Sort and Top
10command on the PivotTablemenu to display the productswith the top two third quarter purchases. Then click thedropdown arrow in the Customer field, and hide the customerswho made no third-quarter purchases.
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Sample Customer Reports Workbook Top 2 Products
Customer Product Qtr 3
FRANR
Louisiana Fiery Hot Pepper Sauce $253
Tarte au sucre $493
FRANR Total $746
FURIBGnocchi di nonna Alice $388
Ikura $632
FURIB Total $1,020
GODOS
Thringer Rostbratwurst $2,476
Wimmers gute Semmelkndel $299
GODOS Total $2,775
GOURL
Ikura $620
Singaporean Hokkien Fried Mee $280
GOURL Total $900
GREAL
Cte de Blaye $3,755
Raclette Courdavault $1,403
GREAL Total $5,157
HANAR
Carnarvon Tigers $1,250
Inlagd Sill $285
HANAR Total $1,535
HILAA
Boston Crab Meat $1,104
Raclette Courdavault $1,925
HILAA Total $3,029
HUNGC
Rd Kaviar $450
Sir Rodney's Marmalade $1,701
HUNGC Total $2,151
HUNGO
Mishi Kobe Niku $3,638
Thringer Rostbratwurst $1,238
HUNGO Total $4,875
ISLAT
Fltemysost $323
Outback Lager $300ISLAT Total $623
KOENE
Lakkalikri $630
Pt chinois $274
KOENE Total $904
LAMAI
Inlagd Sill $299
Rhnbru Klosterbier $56
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Sample Customer Reports Workbook Top 2 Products
Customer Product Qtr 3
LAMAI Total $355
LAUGB
Filo Mix $35
Guaran Fantstica $23
LAUGB Total $58
LEHMS
Gudbrandsdalsost $576
Sir Rodney's Marmalade $1,361
LEHMS Total $1,937
LINOD
Louisiana Fiery Hot Pepper Sauce $442
Mozzarella di Giovanni $2,088
LINOD Total $2,530
LONEP
Lakkalikri $180
Manjimup Dried Apples $1,060
LONEP Total $1,240
MAGAA
Chef Anton's Gumbo Mix $288
Gustaf's Knckebrd $840
MAGAA Total $1,128
MAISD
Mozzarella di Giovanni $522
Rssle Sauerkraut $912
MAISD Total $1,434
MEREP
Camembert Pierrot $2,261
Grandma's Boysenberry Spread $1,750MEREP Total $4,011
OLDWO
Pavlova $654
Singaporean Hokkien Fried Mee $420
OLDWO Total $1,074
OTTIK
Camembert Pierrot $1,020
Zaanse koeken $380
OTTIK Total $1,400
PICCO
Alice Mutton $936Gumbr Gummibrchen $468
PICCO Total $1,404
QUEDE
Chartreuse verte $360
Steeleye Stout $360
QUEDE Total $720
QUEEN
Gnocchi di nonna Alice $2,166
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Sample Customer Reports Workbook Top 2 Products
Customer Product Qtr 3
QUEEN Outback Lager $570
QUEEN Total $2,736
QUICK
Camembert Pierrot $1,777
Carnarvon Tigers $2,000
QUICK Total $3,777
RATTC
Fltemysost $194
Schoggi Schokolade $2,195
RATTC Total $2,389
REGGC
Filo Mix $24
Jack's New England Clam Chowder $154
REGGC Total $178
RICAR
Chang $380
Gustaf's Knckebrd $315RICAR Total $695
RICSU
Louisiana Fiery Hot Pepper Sauce $211
Thringer Rostbratwurst $4,456
RICSU Total $4,667
SAVEA
Alice Mutton $3,900
Queso Manchego La Pastora $3,800
SAVEA Total $7,700
SIMOB
Inlagd Sill $570Sirop d'rable $456
SIMOB Total $1,026
THECR
Rssle Sauerkraut $456
Thringer Rostbratwurst $743
THECR Total $1,199
TORTU
Gula Malacca $408
Teatime Chocolate Biscuits $64
TORTU Total $473
TRADHPt chinois $384
Tarte au sucre $394
TRADH Total $778
VAFFE
Tourtire $373
Uncle Bob's Organic Dried Pears $300
VAFFE Total $673
WANDK
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Sample Customer Reports Workbook Top 2 Products
Customer Product Qtr 3
WANDK Chang $542
Gudbrandsdalsost $540
WANDK Total $1,082
WARTH
Chef Anton's Cajun Seasoning $550
Escargots de Bourgogne $80WARTH Total $630
WELLI
Ipoh Coffee $920
Spegesild $227
WELLI Total $1,147
WHITC
Rhnbru Klosterbier $186
Vegie-spread $843
WHITC Total $1,029
WILMK
Ipoh Coffee $276Pt chinois $120
WILMK Total $396
WOLZA
Camembert Pierrot $510
Chang $190
WOLZA Total $700
Grand Total $96,227
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Sample Customer Reports Workbook Top Q1 Customer
Customer Product Qtr 1
RATTC
Alice Mutton
Cte de Blaye $6,324
Fltemysost $1,032
Gnocchi di nonna Alice $2,128
Gorgonzola Telino
LakkalikriLouisiana Fiery Hot Pepper Sauce $336
Nord-Ost Matjeshering $373
NuNuCa Nu-Nougat-Creme
Pt chinois
Perth Pasties $734
Raclette Courdavault $2,640
Rhnbru Klosterbier
Schoggi Schokolade
Wimmers gute Semmelkndel $798
RATTC Total $14,364
Grand Total $14,364
Determining which customer bought the most product
Finding the biggest customer for a quarter is easy: click theCustomer field, and use the Sort and Top 10command on thePivotTablemenu to show the top 1 customer for the firstquarter.
If you had previously used the dropdown list for the Customerfield to hide some customers, when you set the Top 10
AutoShow options, Excel omits the hidden items from thecalculations. For example, if you hide customer RATTC and thenfind the top customer for the first quarter, the result will be adifferent customer, not RATTC.
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Sample Customer Reports Workbook Top 2 Customers
Product Customer Qtr 4
Alice Mutton
BOLID $1,170
ERNSH $2,607
Alice Mutton Total $3,777
Aniseed Syrup
BOTTM $200ERNSH $180
Aniseed Syrup Total $380
Boston Crab Meat
SAVEA $736
VAFFE $736
Boston Crab Meat Total $1,472
Carnarvon Tigers
FOLIG $1,875
QUICK $1,500
Carnarvon Tigers Total $3,375
ChaiLINOD $900
QUICK $540
Chai Total $1,440
Chang
OTTIK $760
SAVEA $485
Chang Total $1,245
Chartreuse verte
ERNSH $2,106
FOLKO $288
Chartreuse verte Total $2,394
Chef Anton's Cajun Seasoning
EASTC $550
QUEEN $132
Chef Anton's Cajun Seasoning Total $682
Chef Anton's Gumbo Mix
MAGAA
THEBI $85
Chef Anton's Gumbo Mix Total $85
Cte de Blaye
HANAR $1,318
THEBI $2,635
Cte de Blaye Total $3,953
Escargots de Bourgogne
LINOD $298
SAVEA $119
Escargots de Bourgogne Total $417
Filo Mix
BERGS $175
RICSU $420
Filo Mix Total $595
Determining which customers purchase the most ofeach product
By rearranging the row fields so that Product is an outer rowfield and Customer is an inner row field, and using the Sort
and Top 10command on the PivotTablemenu, you caneasily find the top two customers for each product. To make thereport easier to read, use the dropdown arrow in the Productfield to hide the products that didn't have any sales in the fourthquarter.
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Sample Customer Reports Workbook Top 2 Customers
Product Customer Qtr 4
Fltemysost
BONAP $645
SAVEA $1,032
Fltemysost Total $1,677
Gnocchi di nonna AliceFOLKO $2,280
SAVEA $1,577
Gnocchi di nonna Alice Total $3,857
Gudbrandsdalsost
CHOPS $1,440
PICCO $1,080
Gudbrandsdalsost Total $2,520
Gula Malacca
HILAA $195
QUICK $1,702
Gula Malacca Total $1,896
Gumbr Gummibrchen
RICSU $962
SAVEA $937
Gumbr Gummibrchen Total $1,899
Gustaf's Knckebrd
AROUT $84
FOLIG $126
Gustaf's Knckebrd Total $210
Ikura
BONAP $651
SEVES $1,116
Ikura Total $1,767
Inlagd Sill
KOENE $760
MAGAA $570
Inlagd Sill Total $1,330
Ipoh Coffee
OLDWO $1,104
QUICK $1,840
Ipoh Coffee Total $2,944
Jack's New England Clam Chowder
PICCO $338
SAVEA $405Jack's New England Clam Chowder Total $743
Konbu
CHOPS $36
KOENE $102
Konbu Total $138
Longlife Tofu
VICTE $113
WARTH $350
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Sample Customer Reports Workbook Top 2 Customers
Product Customer Qtr 4
Longlife Tofu Total $463
Louisiana Fiery Hot Pepper Sauce
ERNSH $1,300
QUICK $1,516
Louisiana Fiery Hot Pepper Sauce Total $2,815
Manjimup Dried Apples
CHOPS $1,511
ERNSH $6,042
Manjimup Dried Apples Total $7,553
Mascarpone Fabioli
ANATR $320
HILAA $128
Mascarpone Fabioli Total $448
Mozzarella di Giovanni
BOTTM $1,218
MAGAA $887
Mozzarella di Giovanni Total $2,105
Nord-Ost Matjeshering
QUEEN $699
RICSU $777
Nord-Ost Matjeshering Total $1,476
Northwoods Cranberry Sauce
GOURL $1,600
QUEEN $960
Northwoods Cranberry Sauce Total $2,560
NuNuCa Nu-Nougat-Creme
RATTC $368
WELLI $200NuNuCa Nu-Nougat-Creme Total $567
Original Frankfurter grne Soe
HANAR $293
LILAS $195
Original Frankfurter grne Soe Total $488
Outback Lager
QUICK $750
RICSU $600
Outback Lager Total $1,350
Pt chinois
AROUT $504SIMOB $1,080
Pt chinois Total $1,584
Perth Pasties
HUNGO $93
SAVEA $3,936
Perth Pasties Total $4,029
Queso Cabrales
DRACD $420
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Sample Customer Reports Workbook Top 2 Customers
Product Customer Qtr 4
Queso Cabrales SEVES $945
Queso Cabrales Total $1,365
Queso Manchego La Pastora
KOENE $1,368
WILMK $152
Queso Manchego La Pastora Total $1,520
Raclette Courdavault
HUNGO $1,964
QUICK $3,850
Raclette Courdavault Total $5,814
Ravioli Angelo
AROUT $780
BONAP $205
Ravioli Angelo Total $985
Rhnbru Klosterbier
QUICK $295
SAVEA $326Rhnbru Klosterbier Total $620
Rd Kaviar
FOLKO $525
RICSU $225
Rd Kaviar Total $750
Rgede sild
SAVEA $1,045
WARTH $323
Rgede sild Total $1,368
Rssle Sauerkraut
SEVES $1,094VAFFE $2,462
Rssle Sauerkraut Total $3,557
Sasquatch Ale
SAVEA $554
VAFFE $196
Sasquatch Ale Total $750
Scottish Longbreads
OTTIK $500
SAVEA $963
Scottish Longbreads Total $1,463
Singaporean Hokkien Fried MeeCHOPS $392
GOURL $224
Singaporean Hokkien Fried Mee Total $616
Sir Rodney's Scones
CHOPS $380
FOLIG $400
Sir Rodney's Scones Total $780
Sirop d'rable
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Sample Customer Reports Workbook Top 2 Customers
Product Customer Qtr 4
Sirop d'rable LETSS $513
VAFFE $570
Sirop d'rable Total $1,083
Spegesild
AROUT $319
SAVEA $288Spegesild Total $607
Steeleye Stout
QUEDE $378
WHITC $504
Steeleye Stout Total $882
Tarte au sucre
QUICK $2,366
SAVEA $1,479
Tarte au sucre Total $3,845
Teatime Chocolate Biscuits
QUICK $437WELLI $210
Teatime Chocolate Biscuits Total $647
Thringer Rostbratwurst
LAMAI $2,352
QUICK $4,952
Thringer Rostbratwurst Total $7,304
Tofu
BERGS $372
QUEDE $279
Tofu Total $651
TourtireLETSS $224
WHITC $380
Tourtire Total $603
Uncle Bob's Organic Dried Pears
OTTIK $1,050
QUICK $2,700
Uncle Bob's Organic Dried Pears Total $3,750
Valkoinen suklaa
LINOD $650
RICSU $293
Valkoinen suklaa Total $943
Vegie-spread
ALFKI $878
FOLIG $1,317
Vegie-spread Total $2,195
Wimmers gute Semmelkndel
HILAA $931
SAVEA $798
Wimmers gute Semmelkndel Total $1,729
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Sample Customer Reports Workbook Top 2 Customers
Product Customer Qtr 4
Zaanse koeken
FOLKO $285
SAVEA $356
Zaanse koeken Total $641
Grand Total $108,701
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Sample Customer Reports Workbook
ERNSH
RATTC
SAVEA
0
500
1000
1500
2000
2500
3000
Fltem
ysost
GnocchidinonnaAlice
GulaMalacca
PerthPasties
RacletteCourdavault
Siropd'rable
ThringerRostbratwurst
Vegie-spread
W
immersguteSemmelkndel
Sum of Qtr 1
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Sample Customer Reports Workbook Chart Instructions
PivotChart Report on the Chart Sheet
The chart on the Chart sheet is a PivotChart report that provides a graphical representation of the summarized data used in the PivotTablereports in this workbook. A PivotChart report has many features similar to a PivotTable report: you can change the layout, sort, filter, andgroup the data.
To create a PivotChart report, run the PivotTable and PivotChart Report wizard, in step 1 select PivotChart (with PivotTable), and thencomplete the steps of the wizard as you would for a PivotTable report. Or, if you already have a PivotTable report that you want to chart,click the report and then click the Chart Wizardbutton on the PivotTabletoolbar.
A PivotChart report always has a dependency on a PivotTable report that provides the data to be charted, called the associated PivotTablereport. When you make changes to a PivotChart report, its associated PivotTable report reflects the changes. To allow you to make changesto the example PivotChart report without affecting any of the example PivotTable reports, the PivotChart report was created independentlyfrom the source data. The associated PivotTable report for the example is hidden. If you want to see it, point to Sheeton the Formatmenu, click Unhide, and then click Data for Chart.
A new PivotChart report always appears on a separate chart sheet, because PivotChart reports tend to include lots of data and thereforeusually need plenty of space. You can easily move a PivotChart report onto a worksheet, for example to put it on the same worksheet as itsassociated PivotTable report. Just click the chart and click Locationon the Chartmenu.
You can use most of the chart type, formatting, and options available for regular charts to customize a PivotChart report. For moreinformation, ask the Excel Answer Wizard about PivotChart reports.