Project 1 - Data Cleaning and Transformation using Pivot table and Charts for the Report on requirement of Team Hiring
a. Data Formatting
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Borders & Alignment: Select your dataset, navigate to the Home tab, and apply All Borders. Use Center Alignment for headers and appropriate alignment for data cells.
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Font Size: Adjust the font size to enhance readability, typically size 11 or 12.
b. Summary of Product Sales
Utilize Excel functions to compute the following:
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Total Sum of Sales:
=SUM(SalesColumn) -
Average of Sales:
=AVERAGE(SalesColumn) -
Standard Deviation of Sales:
=STDEV.S(SalesColumn) -
Variance of Sales:
=VAR.S(SalesColumn) -
Maximum Sales:
=MAX(SalesColumn) -
Minimum Sales:
=MIN(SalesColumn)
Replace SalesColumn with the actual range of your sales data.
c. Sales Analysis by Product Line & Status Using Pivot Table
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Select your dataset.
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Go to Insert > PivotTable.
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In the PivotTable Field List:
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Drag ProductLine to Rows.
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Drag Status to Columns.
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Drag Sales to Values.
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This will provide a matrix of sales figures segmented by product line and status.
d. Customized Tab Named 'ABC'
To create a custom tab:
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Right-click on the ribbon and select Customize the Ribbon.
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Click New Tab, rename it to 'ABC'.
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Add desired commands (e.g., formatting tools) to this tab for quick access.
e. Quantities Ordered by Country and Year/Quarter Using Pivot Table
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Ensure your dataset includes columns for Country, OrderDate, and QuantityOrdered.
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Add helper columns:
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Year:
=YEAR(OrderDate) -
Quarter:
=CHOOSE(MATCH(MONTH(OrderDate),{1,4,7,10}),"Q1","Q2","Q3","Q4")
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Insert a PivotTable:
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Rows: Country
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Columns: Year, then Quarter
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Values: Sum of QuantityOrdered
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This will display quantities ordered per country across different years and quarters.
f. Conditional Formatting for 'Status' and 'ProductLine'
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Select the columns Status and ProductLine.
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Go to Home > Conditional Formatting > New Rule.
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Choose Format only cells that contain.
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Set the rule to format cells equal to specific text (e.g., "Shipped") and assign a distinct color.
Repeat this process for each unique value in both columns to assign different colors.
g. Update Year Values Using Date Formatting
If your dataset has years like 2003, 2004, and 2005 that need to be updated to 2019, 2020, and 2021 respectively:
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Add a helper column with the formula:
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=YEAR(OrderDate) + 16
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Replace the original year with the new value as needed.
Ensure that this change aligns with your data analysis requirements.
h. Total Sales by Specific Statuses
To calculate total sales for statuses like "Shipped", "Cancelled", etc.:
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Use the formula:
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=SUMIFS(SalesColumn, StatusColumn, "Shipped") + SUMIFS(SalesColumn, StatusColumn, "Cancelled") + ...
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Replace SalesColumn and StatusColumn with the actual ranges, and continue the formula for each status.
Alternatively, create a PivotTable:
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Rows: Status
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Values: Sum of Sales
Then, filter the PivotTable to show only the desired statuses.
i. Split 'ProductCode' into Two Columns
Assuming 'ProductCode' is in the format "S10_1678":
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Use the formula:
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=TEXTBEFORE(ProductCode, "_")for the prefix (e.g., "S10") -
=TEXTAFTER(ProductCode, "_")for the suffix (e.g., "1678")
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Ensure your Excel version supports these functions; if not, consider using LEFT, RIGHT, and FIND functions.
j. Highlight Top 10% Values in 'QuantityOrdered'
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Select the 'QuantityOrdered' column.
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Navigate to Home > Conditional Formatting > Top/Bottom Rules > Top 10%...
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Choose a formatting style to highlight these values.