Length: 3 hours

Prerequisites: Introductory knowledge of Excel.

Performance-Based Objectives
Upon successful completion of this course, students will be able to:
• Create a PivotTable based on sales data and make the summary easier to read by grouping data and applying formatting.
• Use PivotTables to answer questions about sales by category and region by month and use a chart to view the summary graphically. Students will also be able to use a PivotTable to summarize the performance of sales representatives.
• Analyze the buying patterns of customers by using PivotTable and a variety of summary functions.
• Use PivotTables to summarize the results of two different kinds of business surveys.

Course Content
Lab 1: Make it easy to read
Activity 1A: Begin with you raw data
Activity 1B: Create a PivotTable
Activity 1C: Group some data
Activity 1D: Apply some formatting

Lab 2: See sales trends
Activity 2A: What were sales by category by month?
Activity 2B: What were the trends?
Activity 2C: What products are doing well?
Activity 2D: How did each sales rep do?

Lab 3: Spot market patterns
Activity 3A: What did customers buy?
Activity 3B: Who were our biggest customers?
Activity 3C: What products do best in each region?

Lab 4: Analyze product surveys
Activity 4A: Are customers satisfied?
Activity 4B: What’s the most important feature?