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Sample Customer Reports

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    Sample Customer Reports Workbook How To

    Page 1

    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

    Page 3

    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

    Page 5

    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

    Page 6

    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

    Page 7

    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

    Page 8

    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

    Page 14

    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

    Page 16

    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

    Page 17

    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

    Page 18

    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

    Page 19

    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

    Page 20

    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.


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