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.