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Sample Customer Reports Workbook How To
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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 Reports to create these reports, and try out the commands on the PivotTable toolbar and menu tolearn about the ways you can customize a PivotTable report.
This workbook is set to print on most printers. Click Print on the File menu, 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 Area on the File menu, and then click Clear PrintArea.
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 5 format. Use the Format Report command on the PivotTable toolbarto apply this format to your own reports.
When you click a report in this workbook, the PivotTable toolbar and the PivotTable Field List window should appear. If not, right-click anytoolbar and then click PivotTable to display the toolbar, and then click the Show Field List button at the right end of the toolbar to display
the field list.
Source data contains the original source records that provide the data values for the reports.
Customers analyzes which products each customer buys according to the quarter when they purchase.
Top 2 Products lists the two most popular products for each customer.
Top Q1 Customer finds the customer who purchased the most overall in the first quarter and lists the products that customer bought.
Top 2 Customers lists the two biggest customers for each product.
Chart contains 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 Instructions sheet.
For more information
Excel Help has further information about PivotTable and PivotChart reports. Ask the Excel Answer Wizard about PivotTable reports, or searchfor PivotTable or PivotChart report information on the Office Update Web site.
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Sample Customer Reports Workbook Source Data
Page 2
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 $1,020.00
Camembert 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
Carnarvon Tigers LETSS $562.50
Carnarvon Tigers QUICK $2,000.00 $1,500.00
Carnarvon Tigers SANTG $500.00Carnarvon 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
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
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Product Customer Qtr 1 Qtr 2 Qtr 3 Qtr 4
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 $108.00
Chang 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 $285.00Chang WANDK $541.50
Chang WHITC $516.80 $228.00
Chang WOLZA $190.00 $190.00
Chartreuse 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 $180.00Chartreuse verte WARTH $288.00
Chef Anton's Cajun SeasoBERGS $237.60
Chef Anton's Cajun SeasoBONAP $935.00
Chef Anton's Cajun SeasoEASTC $550.00
Chef Anton's Cajun SeasoFOLKO $1,045.00
Chef Anton's Cajun Seaso FURIB $225.28
Chef Anton's Cajun SeasoMAGAA $198.00
Chef Anton's Cajun SeasoQUEEN $132.00
Chef Anton's Cajun SeasoQUICK $990.00
Chef Anton's Cajun SeasoTRADH $352.00
Chef Anton's Cajun SeasoWARTH $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
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 $519.40Escargots 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 $175.00
Filo Mix BLONP $112.00
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Sample Customer Reports Workbook Source Data
Page 4
Product Customer Qtr 1 Qtr 2 Qtr 3 Qtr 4
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 $688.00
Fltemysost 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 $258.00Fltemysost 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 $516.00
Geitost 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 $32.00Geitost LEHMS $75.00
Geitost QUICK $34.00
Geitost REGGC $45.00
Geitost SAVEA $110.00
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Sample Customer Reports Workbook Customers
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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 $228
Chocolade $138Filo 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 $238
AROUT 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
Filo Mix $175
Analyzing custome
This report lists the peach customer. You cspending patterns acquarters.
When you first drag tthrough Qtr 4 to thethe Count summary fadding up the amoundata, you'll notice macolumns for the quartin a field includes blathat aren't numbers,Count to summarize t
You can easily changthe amounts insteadclick the field and clicSummarize by.
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Sample Customer Reports Workbook Customers
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Customer Product Qtr 1 Qtr 2 Qtr 3 Qtr 4
Fltemysost $688
Gumbr Gummibrchen $374
Ikura $62
Ipoh Coffee $2,760
Jack's New England Clam Chowd $231 $97
Mascarpone Fabioli $288
Nord-Ost Matjeshering $259Pavlova $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 $294
Ravioli Angelo $78Rssle 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 $110
Lakkalikri $180
Pt chinois $410Queso 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
BONAPBoston 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
Inlagd Sill $570
Lakkalikri $360
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Sample Customer Reports Workbook Customers
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Customer Product Qtr 1 Qtr 2 Qtr 3 Qtr 4
Louisiana Fiery Hot Pepper Sauce $200
Manjimup Dried Apples $1,007
Northwoods Cranberry Sauce $340
Pavlova $249
Ravioli Angelo $205
Singaporean Hokkien Fried Mee $399
Tunnbrd $108Uncle 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 $496
Jack's New England Clam Chowd $154
Mozzarella di Giovanni $1,218NuNuCa 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 $127
Maxilaku $120
Mozzarella di Giovanni $35
Outback Lager $105Ravioli 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 $75
Steeleye 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 Customers
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Customer Product
ALFKI
Aniseed Syrup
Chartreuse verte
Lakkalikri
Rssle Sauerkraut
Spegesild
Vegie-spreadALFKI Total
ANATR
Camembert Pierrot
Mascarpone Fabioli
Singaporean Hokkien Fried Mee
Tofu
ANATR Total
ANTON
Alice Mutton
Boston Crab Meat
Chocolade
GeitostGumbr Gummibrchen
Ipoh Coffee
Louisiana Hot Spiced Okra
Perth Pasties
Queso Cabrales
Raclette Courdavault
Ravioli Angelo
Rhnbru Klosterbier
Sasquatch Ale
ANTON Total
AROUT
Camembert Pierrot
Chang
ChocoladeFilo Mix
Fltemysost
Gorgonzola Telino
Gustaf's Knckebrd
Jack's New England Clam Chowd
Manjimup Dried Apples
Outback Lager
Pt chinois
Perth Pasties
Ravioli Angelo
Rd Kaviar
Spegesild
Zaanse koeken
AROUT Total
BERGS
Alice Mutton
Boston Crab Meat
Camembert Pierrot
Chai
Chartreuse verte
Chef Anton's Cajun Seasoning
Cte de Blaye
Filo Mix
r buying patterns
roducts bought byan easily see theirross the four
he fields Qtr1ata area, Excel uses
unction instead ofts. In the sourceny blank cells in theers. When the datanks and other valuesExcel initially useshe data.
the fields to totalof counting: double-k Sum under
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Sample Customer Reports Workbook Customers
Page 9
Customer Product
Fltemysost
Gumbr Gummibrchen
Ikura
Ipoh Coffee
Jack's New England Clam Chowd
Mascarpone Fabioli
Nord-Ost MatjesheringPavlova
Perth Pasties
Rhnbru Klosterbier
Rssle Sauerkraut
Steeleye Stout
Tofu
Tourtire
BERGS Total
BLAUS
Chartreuse verte
Lakkalikri
Queso Cabrales
Ravioli AngeloRssle Sauerkraut
Sir Rodney's Scones
Tourtire
BLAUS Total
BLONP
Carnarvon Tigers
Chai
Filo Mix
Gnocchi di nonna Alice
Gorgonzola Telino
Ikura
Jack's New England Clam Chowd
Lakkalikri
Pt chinoisQueso Cabrales
Raclette Courdavault
Rhnbru Klosterbier
Spegesild
Tarte au sucre
Wimmers gute Semmelkndel
BLONP Total
BOLID
Alice Mutton
Thringer Rostbratwurst
BOLID Total
BONAPBoston Crab Meat
Carnarvon Tigers
Chef Anton's Cajun Seasoning
Fltemysost
Gnocchi di nonna Alice
Gorgonzola Telino
Gudbrandsdalsost
Ikura
Inlagd Sill
Lakkalikri
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Sample Customer Reports Workbook Customers
Page 10
Customer Product
Louisiana Fiery Hot Pepper Sauc
Manjimup Dried Apples
Northwoods Cranberry Sauce
Pavlova
Ravioli Angelo
Singaporean Hokkien Fried Mee
TunnbrdUncle Bob's Organic Dried Pears
Wimmers gute Semmelkndel
Zaanse koeken
BONAP Total
BOTTM
Alice Mutton
Aniseed Syrup
Boston Crab Meat
Camembert Pierrot
Geitost
Gula Malacca
Jack's New England Clam Chowd
Mozzarella di GiovanniNuNuCa Nu-Nougat-Creme
Raclette Courdavault
Singaporean Hokkien Fried Mee
Zaanse koeken
BOTTM Total
BSBEV
Boston Crab Meat
Geitost
Gnocchi di nonna Alice
Konbu
Manjimup Dried Apples
Maxilaku
Mozzarella di Giovanni
Outback LagerRavioli Angelo
Sir Rodney's Scones
Steeleye Stout
Tarte au sucre
Uncle Bob's Organic Dried Pears
BSBEV Total
CACTU
Gorgonzola Telino
Jack's New England Clam Chowd
Scottish Longbreads
Steeleye Stout
CACTU Total
CHOPS
Camembert Pierrot
Gnocchi di nonna Alice
Gudbrandsdalsost
Ikura
Konbu
Manjimup Dried Apples
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Sample Customer Reports Workbook Top 2 Products
Page 11
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
FRANR
Louisiana Fiery Hot Pepper Sauce $253
Tarte au sucre $493
FRANR Total $746
FURIB
Gnocchi di nonna Alice $388
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 10
command on the PivotTable menu to display the products withthe top two third quarter purchases. Then click the dropdownarrow in the Customer field, and hide the customers who madeno third-quarter purchases.
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Sample Customer Reports Workbook Top 2 Products
Page 12
Customer Product Qtr 3
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 $285HANAR 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 $300
ISLAT Total $623
KOENE
Lakkalikri $630
Pt chinois $274
KOENE Total $904
LAMAI
Inlagd Sill $299Rhnbru Klosterbier $56
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
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Sample Customer Reports Workbook Top 2 Products
Page 13
Customer Product Qtr 3
LONEP
Lakkalikri $180
Manjimup Dried Apples $1,060
LONEP Total $1,240
MAGAAChef 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 $1,750
MEREP 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 $936
Gumbr Gummibrchen $468
PICCO Total $1,404
QUEDE
Chartreuse verte $360
Steeleye Stout $360
QUEDE Total $720
QUEEN
Gnocchi di nonna Alice $2,166
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
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Sample Customer Reports Workbook Top 2 Products
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Customer Product Qtr 3
Louisiana Fiery Hot Pepper Sauce $211
Thringer Rostbratwurst $4,456
RICSU Total $4,667
SAVEA
Alice Mutton $3,900
Queso Manchego La Pastora $3,800SAVEA Total $7,700
SIMOB
Inlagd Sill $570
Sirop d'rable $456
SIMOB Total $1,026
THECR
Rssle Sauerkraut $456
Thringer Rostbratwurst $743
THECR Total $1,199
TORTU
Gula Malacca $408Teatime Chocolate Biscuits $64
TORTU Total $473
TRADH
Pt chinois $384
Tarte au sucre $394
TRADH Total $778
VAFFE
Tourtire $373
Uncle Bob's Organic Dried Pears $300
VAFFE Total $673
WANDK
Chang $542
Gudbrandsdalsost $540
WANDK Total $1,082
WARTH
Chef Anton's Cajun Seasoning $550
Escargots de Bourgogne $80
WARTH Total $630
WELLI
Ipoh Coffee $920
Spegesild $227
WELLI Total $1,147
WHITCRhnbru Klosterbier $186
Vegie-spread $843
WHITC Total $1,029
WILMK
Ipoh Coffee $276
Pt 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
Page 15
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 10 command on thePivotTable menu 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 AutoShowoptions, Excel omits the hidden items from the calculations. Forexample, if you hide customer RATTC and then find the topcustomer for the first quarter, the result will be a differentcustomer, not RATTC.
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Sample Customer Reports Workbook Top 2 Customers
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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
Chai LINOD $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 SeasoningEASTC $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 purchaseproduct
By rearranging the row fields so that Productand Customer is an inner row field, and usin10 command on the PivotTable menu, youtop two customers for each product. To makread, use the dropdown arrow in the Productproducts that didn't have any sales in the fo
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Sample Customer Reports Workbook Top 2 Customers
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Product Customer Qtr 4
Fltemysost
BONAP $645
SAVEA $1,032
Fltemysost Total $1,677
Gnocchi di nonna Alice
FOLKO $2,280SAVEA $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 SillKOENE $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 $405
Jack's New England Clam Chowder Total $743
Konbu
CHOPS $36
KOENE $102
Konbu Total $138
Longlife Tofu
VICTE $113
WARTH $350
Longlife Tofu Total $463
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Sample Customer Reports Workbook Top 2 Customers
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Product Customer Qtr 4
Louisiana Fiery Hot Pepper Sauce
ERNSH $1,300
QUICK $1,516
Louisiana Fiery Hot Pepper Sauce Total $2,815
Manjimup Dried Apples
CHOPS $1,511ERNSH $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 $200
NuNuCa Nu-Nougat-Creme Total $567
Original Frankfurter grne SoeHANAR $293
LILAS $195
Original Frankfurter grne Soe Total $488
Outback Lager
QUICK $750
RICSU $600
Outback Lager Total $1,350
Pt chinois
AROUT $504
SIMOB $1,080
Pt chinois Total $1,584
Perth Pasties
HUNGO $93
SAVEA $3,936
Perth Pasties Total $4,029
Queso Cabrales
DRACD $420
SEVES $945
Queso Cabrales Total $1,365
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Sample Customer Reports Workbook Top 2 Customers
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Product Customer Qtr 4
Queso Manchego La Pastora
KOENE $1,368
WILMK $152
Queso Manchego La Pastora Total $1,520
Raclette Courdavault
HUNGO $1,964QUICK $3,850
Raclette Courdavault Total $5,814
Ravioli Angelo
AROUT $780
BONAP $205
Ravioli Angelo Total $985
Rhnbru Klosterbier
QUICK $295
SAVEA $326
Rhnbru 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 $1,094
VAFFE $2,462
Rssle Sauerkraut Total $3,557
Sasquatch AleSAVEA $554
VAFFE $196
Sasquatch Ale Total $750
Scottish Longbreads
OTTIK $500
SAVEA $963
Scottish Longbreads Total $1,463
Singaporean Hokkien Fried Mee
CHOPS $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
LETSS $513
VAFFE $570
Sirop d'rable Total $1,083
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Sample Customer Reports Workbook Top 2 Customers
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Product Customer Qtr 4
Spegesild
AROUT $319
SAVEA $288
Spegesild Total $607
Steeleye Stout
QUEDE $378WHITC $504
Steeleye Stout Total $882
Tarte au sucre
QUICK $2,366
SAVEA $1,479
Tarte au sucre Total $3,845
Teatime Chocolate Biscuits
QUICK $437
WELLI $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
Tourtire
LETSS $224
WHITC $380
Tourtire Total $603
Uncle Bob's Organic Dried PearsOTTIK $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
Zaanse koeken
FOLKO $285
SAVEA $356
Zaanse koeken Total $641
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Sample Customer Reports Workbook Top 2 Customers
Page 21
Product Customer Qtr 4
Grand Total $108,701
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Sample Customer Reports Workbook Top 2 Customers
Page 22
Product Customer
Alice Mutton
BOLID
ERNSH
Alice Mutton Total
Aniseed Syrup
BOTTMERNSH
Aniseed Syrup Total
Boston Crab Meat
SAVEA
VAFFE
Boston Crab Meat Total
Carnarvon Tigers
FOLIG
QUICK
Carnarvon Tigers Total
Chai LINOD
QUICK
Chai Total
Chang
OTTIK
SAVEA
Chang Total
Chartreuse verte
ERNSH
FOLKO
Chartreuse verte Total
Chef Anton's Cajun SeasoningEASTC
QUEEN
Chef Anton's Cajun Seasoning Total
Chef Anton's Gumbo Mix
MAGAA
THEBI
Chef Anton's Gumbo Mix Total
Cte de Blaye
HANAR
THEBI
Cte de Blaye Total
Escargots de Bourgogne
LINOD
SAVEA
Escargots de Bourgogne Total
Filo Mix
BERGS
RICSU
Filo Mix Total
the most of each
is an outer row fieldthe Sort and Top
can easily find thethe report easier tofield to hide therth quarter.
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Sample Customer Reports Workbook Top 2 Customers
Page 23
Product Customer
Fltemysost
BONAP
SAVEA
Fltemysost Total
Gnocchi di nonna Alice
FOLKOSAVEA
Gnocchi di nonna Alice Total
Gudbrandsdalsost
CHOPS
PICCO
Gudbrandsdalsost Total
Gula Malacca
HILAA
QUICK
Gula Malacca Total
Gumbr Gummibrchen RICSU
SAVEA
Gumbr Gummibrchen Total
Gustaf's Knckebrd
AROUT
FOLIG
Gustaf's Knckebrd Total
Ikura
BONAP
SEVES
Ikura Total
Inlagd SillKOENE
MAGAA
Inlagd Sill Total
Ipoh Coffee
OLDWO
QUICK
Ipoh Coffee Total
Jack's New England Clam Chowder
PICCO
SAVEA
Jack's New England Clam Chowder Total
Konbu
CHOPS
KOENE
Konbu Total
Longlife Tofu
VICTE
WARTH
Longlife Tofu Total
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Sample Customer Reports Workbook Top 2 Customers
Page 24
Product Customer
Louisiana Fiery Hot Pepper Sauce
ERNSH
QUICK
Louisiana Fiery Hot Pepper Sauce Total
Manjimup Dried Apples
CHOPSERNSH
Manjimup Dried Apples Total
Mascarpone Fabioli
ANATR
HILAA
Mascarpone Fabioli Total
Mozzarella di Giovanni
BOTTM
MAGAA
Mozzarella di Giovanni Total
Nord-Ost Matjeshering QUEEN
RICSU
Nord-Ost Matjeshering Total
Northwoods Cranberry Sauce
GOURL
QUEEN
Northwoods Cranberry Sauce Total
NuNuCa Nu-Nougat-Creme
RATTC
WELLI
NuNuCa Nu-Nougat-Creme Total
Original Frankfurter grne SoeHANAR
LILAS
Original Frankfurter grne Soe Total
Outback Lager
QUICK
RICSU
Outback Lager Total
Pt chinois
AROUT
SIMOB
Pt chinois Total
Perth Pasties
HUNGO
SAVEA
Perth Pasties Total
Queso Cabrales
DRACD
SEVES
Queso Cabrales Total
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Sample Customer Reports Workbook Top 2 Customers
Page 25
Product Customer
Queso Manchego La Pastora
KOENE
WILMK
Queso Manchego La Pastora Total
Raclette Courdavault
HUNGOQUICK
Raclette Courdavault Total
Ravioli Angelo
AROUT
BONAP
Ravioli Angelo Total
Rhnbru Klosterbier
QUICK
SAVEA
Rhnbru Klosterbier Total
Rd Kaviar FOLKO
RICSU
Rd Kaviar Total
Rgede sild
SAVEA
WARTH
Rgede sild Total
Rssle Sauerkraut
SEVES
VAFFE
Rssle Sauerkraut Total
Sasquatch AleSAVEA
VAFFE
Sasquatch Ale Total
Scottish Longbreads
OTTIK
SAVEA
Scottish Longbreads Total
Singaporean Hokkien Fried Mee
CHOPS
GOURL
Singaporean Hokkien Fried Mee Total
Sir Rodney's Scones
CHOPS
FOLIG
Sir Rodney's Scones Total
Sirop d'rable
LETSS
VAFFE
Sirop d'rable Total
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Sample Customer Reports Workbook Top 2 Customers
Page 26
Product Customer
Spegesild
AROUT
SAVEA
Spegesild Total
Steeleye Stout
QUEDEWHITC
Steeleye Stout Total
Tarte au sucre
QUICK
SAVEA
Tarte au sucre Total
Teatime Chocolate Biscuits
QUICK
WELLI
Teatime Chocolate Biscuits Total
Thringer Rostbratwurst LAMAI
QUICK
Thringer Rostbratwurst Total
Tofu
BERGS
QUEDE
Tofu Total
Tourtire
LETSS
WHITC
Tourtire Total
Uncle Bob's Organic Dried PearsOTTIK
QUICK
Uncle Bob's Organic Dried Pears Total
Valkoinen suklaa
LINOD
RICSU
Valkoinen suklaa Total
Vegie-spread
ALFKI
FOLIG
Vegie-spread Total
Wimmers gute Semmelkndel
HILAA
SAVEA
Wimmers gute Semmelkndel Total
Zaanse koeken
FOLKO
SAVEA
Zaanse koeken Total
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Sample Customer Reports Workbook Top 2 Customers
Page 27
Product Customer
Grand Total
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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, clickthe report and then click the Chart Wizard button on the PivotTable toolbar.
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 changes tothe example PivotChart report without affecting any of the example PivotTable reports, the PivotChart report was created independently fromthe source data. The associated PivotTable report for the example is hidden. If you want to see it, point to Sheet on the Format menu, clickUnhide, 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 Location on the Chart menu.
You can use most of the chart type, formatting, and options available for regular charts to customize a PivotChart report. For more information,ask the Excel Answer Wizard about PivotChart reports.