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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 follow
the steps in the article 25 Easy PivotTable Reports to create these reports, and try out the commands on the PivotTable toolbar and menu to
learn 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 Workbook under 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 you
want to print all pages of either of these worksheets, click the worksheet, point to Print Area on the File menu, 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 the
same source data in the same workbook, basing them all on one report minimizes the size of the workbook and the amount of memory used
when 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 toolbar
to 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 any
toolbar 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 search
for PivotTable or PivotChart report information on the Office Update Web site.

Page 1
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 Source data for PivotTable reports
Alice Mutton BOLID $1,170.00
Alice Mutton BOTTM $1,170.00 The data to the left was used to create the reports in
Alice Mutton ERNSH $1,123.20 $2,607.15 this workbook. If you scan through this source data,
you'll notice that it's difficult to see the trends and
Alice Mutton GODOS $280.80
results, even if you sort or filter the data. There are
Alice Mutton HUNGC $62.40
just too many records to analyze at a glance.
Alice Mutton PICCO $1,560.00 $936.00
Alice Mutton RATTC $592.80 Compared with the large databases your company
Alice Mutton REGGC $741.00 may have available, or you may have found on the
Alice Mutton SAVEA $3,900.00 $789.75 Internet, this 948-row list is fairly short and simple.
Alice Mutton SEVES $877.50 Excel can retrieve much larger amounts of data than
Alice Mutton WHITC $780.00 this, and PivotTable reports are one of the best Excel
Aniseed Syrup ALFKI $60.00 tools for extracting the significance from a large,
detailed data set.
Aniseed Syrup BOTTM $200.00
Aniseed Syrup ERNSH $180.00 The data is organized in list format, similar to how a
Aniseed Syrup LINOD $544.00 query returns database records: each column
Aniseed Syrup QUICK $600.00 contains similar data, the columns have headings in
Aniseed Syrup VAFFE $140.00 the first row, and the list isn't interrupted by any
Boston Crab Meat ANTON $165.60 blank rows or columns (although blank cells within the
Boston Crab Meat BERGS $920.00 data are OK).
Boston Crab Meat BONAP $248.40 $524.40
To see how PivotTable reports can summarize this
Boston Crab Meat BOTTM $551.25
data in a flash, view the sheets in this workbook in
Boston Crab Meat BSBEV $147.00 sequence from left to right.
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 $736.00
Boston 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 $500.00
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

Page 2
Sample Customer Reports Workbook Source Data

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 $285.00
Chang 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 $180.00
Chartreuse verte WARTH $288.00
Chef Anton's Cajun Seasoning
BERGS $237.60
Chef Anton's Cajun Seasoning
BONAP $935.00
Chef Anton's Cajun Seasoning
EASTC $550.00
Chef Anton's Cajun Seasoning
FOLKO $1,045.00
Chef Anton's Cajun Seasoning
FURIB $225.28
Chef Anton's Cajun Seasoning
MAGAA $198.00
Chef Anton's Cajun Seasoning
QUEEN $132.00
Chef Anton's Cajun Seasoning
QUICK $990.00
Chef Anton's Cajun Seasoning
TRADH $352.00
Chef Anton's Cajun Seasoning
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
Chocolade ERNSH $606.90
Chocolade FURIB $68.85
Chocolade QUEEN $306.00
Côte de Blaye BERGS $3,557.25
Côte de Blaye GREAL $3,754.87
Côte de Blaye HANAR $948.60 $1,317.50
Côte de Blaye MEREP $8,263.36
Côte de Blaye QUICK $7,905.00
Côte de Blaye RATTC $6,324.00
Côte de Blaye SIMOB ###
Côte de Blaye THEBI $2,635.00
Côte 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 $175.00
Filo Mix BLONP $112.00

Page 3
Sample Customer Reports Workbook Source Data

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
Fløtemysost AROUT $258.00
Fløtemysost BERGS $688.00
Fløtemysost BONAP $645.00
Fløtemysost ERNSH $240.80 $344.00
Fløtemysost GREAL $306.37
Fløtemysost HANAR $174.15
Fløtemysost HUNGO $483.75 $365.50
Fløtemysost ISLAT $206.40 $322.50
Fløtemysost MEREP $306.37
Fløtemysost OTTIK $258.00
Fløtemysost QUEDE $172.00
Fløtemysost RATTC $1,032.00 $193.50
Fløtemysost RICAR $34.40
Fløtemysost SAVEA $1,032.00
Fløtemysost SUPRD $860.00
Fløtemysost 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 $32.00
Geitost LEHMS $75.00
Geitost QUICK $34.00
Geitost REGGC $45.00
Geitost SAVEA $110.00

Page 4
Sample Customer Reports Workbook Customers

Customer Product Qtr 1 Qtr 2 Qtr 3 Qtr 4


ALFKI
Aniseed Syrup $60 Analyzing customer buying pattern
Chartreuse verte $284
Lakkalikööri $270 This report lists the products bought by
each customer. You can easily see their
Rössle Sauerkraut $513
spending patterns across the four
Spegesild $18 quarters.
Vegie-spread $878
ALFKI Total $815 $1,208 When you first drag the fields Qtr1
through Qtr 4 to the data area, Excel u
ANATR the Count summary function instead of
Camembert Pierrot $340 adding up the amounts. In the source
Mascarpone Fabioli $320 data, you'll notice many blank cells in t
columns for the quarters. When the da
Singaporean Hokkien Fried Mee $70
in a field includes blanks and other valu
Tofu $70 that aren't numbers, Excel initially uses
ANATR Total $480 $320 Count to summarize the data.

ANTON You can easily change the fields to tota


Alice Mutton $702 the amounts instead of counting: doub
Boston Crab Meat $166 click the field and click Sum under
Chocolade $163 Summarize by.
Geitost $92
Gumbär Gummibärchen $796
Ipoh Coffee $587
Louisiana Hot Spiced Okra $68
Perth Pasties $820
Queso Cabrales $945
Raclette Courdavault $743
Ravioli Angelo $88
Rhönbräu Klosterbier $233
Sasquatch Ale $560
ANTON Total $4,772 $1,189

AROUT
Camembert Pierrot $510
Chang $228
Chocolade $138
Filo Mix $210 $56
Fløtemysost $258
Gorgonzola Telino $625
Gustaf's Knäckebröd $84
Jack's New England Clam Chowder $135
Manjimup Dried Apples $1,060
Outback Lager $270 $357
Pâté chinois $504
Perth Pasties $590
Ravioli Angelo $780
Röd 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
Côte de Blaye $3,557
Filo Mix $175

Page 5
Sample Customer Reports Workbook Customers

Customer Product Qtr 1 Qtr 2 Qtr 3 Qtr 4


Fløtemysost $688
Gumbär Gummibärchen $374
Ikura $62
Ipoh Coffee $2,760
Jack's New England Clam Chowder $231 $97
Mascarpone Fabioli $288
Nord-Ost Matjeshering $259
Pavlova $188
Perth Pasties $394
Rhönbräu Klosterbier $105
Rössle Sauerkraut $912
Steeleye Stout $115
Tofu $372
Tourtière $89 $112 $40
BERGS Total $1,207 $4,694 $5,921 $2,028

BLAUS
Chartreuse verte $90
Lakkalikööri $252
Queso Cabrales $294
Ravioli Angelo $78
Rössle Sauerkraut $137
Sir Rodney's Scones $80
Tourtière $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
Lakkalikööri $180
Pâté chinois $410
Queso Cabrales $625
Raclette Courdavault $660
Rhönbräu Klosterbier $134
Spegesild $48
Tarte au sucre $1,379
Wimmers gute Semmelknödel $718
BLONP Total $3,833 $2,875 $1,110

BOLID
Alice Mutton $1,170
Thüringer Rostbratwurst $1,857
BOLID Total $3,027

BONAP
Boston Crab Meat $248 $524
Carnarvon Tigers $1,500
Chef Anton's Cajun Seasoning $935
Fløtemysost $645
Gnocchi di nonna Alice $855
Gorgonzola Telino $36
Gudbrandsdalsost $675
Ikura $651
Inlagd Sill $570
Lakkalikööri $360

Page 6
Sample Customer Reports Workbook Customers

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
Tunnbröd $108
Uncle Bob's Organic Dried Pears $1,275
Wimmers gute Semmelknödel $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 Chowder $154
Mozzarella di Giovanni $1,218
NuNuCa Nuß-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 $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 $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

Page 7
Sample Customer Reports Workbook Customers

Customer Product
ALFKI
Analyzing customer buying patterns
Aniseed Syrup
Chartreuse verte
LakkalikööriThis report lists the products bought by
each customer. You can easily see their
Rössle Sauerkraut
spending patterns across the four
Spegesild quarters.
Vegie-spread
ALFKI Total When you first drag the fields Qtr1
through Qtr 4 to the data area, Excel uses
ANATR the Count summary function instead of
Camembertadding
Pierrotup the amounts. In the source
Mascarpone data, you'll notice many blank cells in the
Fabioli
columns for the quarters. When the data
Singaporean Hokkien Fried Mee
in a field includes blanks and other values
Tofu that aren't numbers, Excel initially uses
ANATR Total Count to summarize the data.

ANTON You can easily change the fields to total


the amounts instead of counting: double-
Alice Mutton
Boston Crabclick
Meatthe field and click Sum under
Chocolade Summarize by.
Geitost
Gumbär Gummibärchen
Ipoh Coffee
Louisiana Hot Spiced Okra
Perth Pasties
Queso Cabrales
Raclette Courdavault
Ravioli Angelo
Rhönbräu Klosterbier
Sasquatch Ale
ANTON Total

AROUT
Camembert Pierrot
Chang
Chocolade
Filo Mix
Fløtemysost
Gorgonzola Telino
Gustaf's Knäckebröd
Jack's New England Clam Chowder
Manjimup Dried Apples
Outback Lager
Pâté chinois
Perth Pasties
Ravioli Angelo
Röd Kaviar
Spegesild
Zaanse koeken
AROUT Total

BERGS
Alice Mutton
Boston Crab Meat
Camembert Pierrot
Chai
Chartreuse verte
Chef Anton's Cajun Seasoning
Côte de Blaye
Filo Mix

Page 8
Sample Customer Reports Workbook Customers

Customer Product
Fløtemysost
Gumbär Gummibärchen
Ikura
Ipoh Coffee
Jack's New England Clam Chowder
Mascarpone Fabioli
Nord-Ost Matjeshering
Pavlova
Perth Pasties
Rhönbräu Klosterbier
Rössle Sauerkraut
Steeleye Stout
Tofu
Tourtière
BERGS Total

BLAUS
Chartreuse verte
Lakkalikööri
Queso Cabrales
Ravioli Angelo
Rössle Sauerkraut
Sir Rodney's Scones
Tourtière
BLAUS Total

BLONP
Carnarvon Tigers
Chai
Filo Mix
Gnocchi di nonna Alice
Gorgonzola Telino
Ikura
Jack's New England Clam Chowder
Lakkalikööri
Pâté chinois
Queso Cabrales
Raclette Courdavault
Rhönbräu Klosterbier
Spegesild
Tarte au sucre
Wimmers gute Semmelknödel
BLONP Total

BOLID
Alice Mutton
Thüringer Rostbratwurst
BOLID Total

BONAP
Boston Crab Meat
Carnarvon Tigers
Chef Anton's Cajun Seasoning
Fløtemysost
Gnocchi di nonna Alice
Gorgonzola Telino
Gudbrandsdalsost
Ikura
Inlagd Sill
Lakkalikööri

Page 9
Sample Customer Reports Workbook Customers

Customer Product
Louisiana Fiery Hot Pepper Sauce
Manjimup Dried Apples
Northwoods Cranberry Sauce
Pavlova
Ravioli Angelo
Singaporean Hokkien Fried Mee
Tunnbröd
Uncle Bob's Organic Dried Pears
Wimmers gute Semmelknödel
Zaanse koeken
BONAP Total

BOTTM
Alice Mutton
Aniseed Syrup
Boston Crab Meat
Camembert Pierrot
Geitost
Gula Malacca
Jack's New England Clam Chowder
Mozzarella di Giovanni
NuNuCa Nuß-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 Lager
Ravioli 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 Chowder
Scottish Longbreads
Steeleye Stout
CACTU Total

CHOPS
Camembert Pierrot
Gnocchi di nonna Alice
Gudbrandsdalsost
Ikura
Konbu
Manjimup Dried Apples

Page 10
Sample Customer Reports Workbook Top 2 Products

Customer Product Qtr 3


ALFKI
Chartreuse verte $284 Determining which products are most popular
Rössle Sauerkraut $513
ALFKI Total $797 This report lists the two products each customer purchased the
most of in the third quarter. Finding this information takes two
ANATR steps. First, click the Product field, and use the Sort and Top 10
Camembert Pierrot $340 command on the PivotTable menu to display the products with
the top two third quarter purchases. Then click the dropdown
Singaporean Hokkien Fried Mee $70
arrow in the Customer field, and hide the customers who made
ANATR Total $410 no third-quarter purchases.

ANTON
Gumbär Gummibärchen $796
Rhönbräu Klosterbier $233
ANTON Total $1,029

BERGS
Côte de Blaye $3,557
Fløtemysost $688
BERGS Total $4,245

BLAUS
Chartreuse 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
Röd 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

Page 11
Sample Customer Reports Workbook Top 2 Products

Customer Product Qtr 3


Ikura $632
FURIB Total $1,020

GODOS
Thüringer Rostbratwurst $2,476
Wimmers gute Semmelknödel $299
GODOS Total $2,775

GOURL
Ikura $620
Singaporean Hokkien Fried Mee $280
GOURL Total $900

GREAL
Côte 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
Röd Kaviar $450
Sir Rodney's Marmalade $1,701
HUNGC Total $2,151

HUNGO
Mishi Kobe Niku $3,638
Thüringer Rostbratwurst $1,238
HUNGO Total $4,875

ISLAT
Fløtemysost $323
Outback Lager $300
ISLAT Total $623

KOENE
Lakkalikööri $630
Pâté chinois $274
KOENE Total $904

LAMAI
Inlagd Sill $299
Rhönbräu Klosterbier $56
LAMAI Total $355

LAUGB
Filo Mix $35
Guaraná Fantástica $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

Page 12
Sample Customer Reports Workbook Top 2 Products

Customer Product Qtr 3

LONEP
Lakkalikööri $180
Manjimup Dried Apples $1,060
LONEP Total $1,240

MAGAA
Chef Anton's Gumbo Mix $288
Gustaf's Knäckebröd $840
MAGAA Total $1,128

MAISD
Mozzarella di Giovanni $522
Rössle 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
Gumbär Gummibärchen $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
Fløtemysost $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 Knäckebröd $315
RICAR Total $695

RICSU

Page 13
Sample Customer Reports Workbook Top 2 Products

Customer Product Qtr 3


Louisiana Fiery Hot Pepper Sauce $211
Thüringer 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 $570
Sirop d'érable $456
SIMOB Total $1,026

THECR
Rössle Sauerkraut $456
Thüringer Rostbratwurst $743
THECR Total $1,199

TORTU
Gula Malacca $408
Teatime Chocolate Biscuits $64
TORTU Total $473

TRADH
Pâté chinois $384
Tarte au sucre $394
TRADH Total $778

VAFFE
Tourtière $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

WHITC
Rhönbräu Klosterbier $186
Vegie-spread $843
WHITC Total $1,029

WILMK
Ipoh Coffee $276
Pâté chinois $120
WILMK Total $396

WOLZA
Camembert Pierrot $510
Chang $190
WOLZA Total $700

Grand Total $96,227

Page 14
Sample Customer Reports Workbook Top Q1 Customer

Customer Product Qtr 1


RATTC Determining which customer bought the most product
Alice Mutton
Côte de Blaye $6,324 Finding the biggest customer for a quarter is easy: click the
Customer field, and use the Sort and Top 10 command on the
Fløtemysost $1,032
PivotTable menu to show the top 1 customer for the first
Gnocchi di nonna Alice $2,128 quarter.
Gorgonzola Telino
Lakkalikööri If you had previously used the dropdown list for the Customer
Louisiana Fiery Hot Pepper Sauce $336 field to hide some customers, when you set the Top 10 AutoShow
Nord-Ost Matjeshering $373 options, Excel omits the hidden items from the calculations. For
NuNuCa Nuß-Nougat-Creme example, if you hide customer RATTC and then find the top
Pâté chinois customer for the first quarter, the result will be a different
customer, not RATTC.
Perth Pasties $734
Raclette Courdavault $2,640
Rhönbräu Klosterbier
Schoggi Schokolade
Wimmers gute Semmelknödel $798
RATTC Total $14,364

Grand Total $14,364

Page 15
Sample Customer Reports Workbook Top 2 Customers

Product Customer Qtr 4


Alice Mutton
BOLID $1,170 Determining which customers purchase the most of each
ERNSH $2,607 product
Alice Mutton Total $3,777
By rearranging the row fields so that Product is an outer row fiel
and Customer is an inner row field, and using the Sort and Top
Aniseed Syrup
10 command on the PivotTable menu, you can easily find the
BOTTM $200
top two customers for each product. To make the report easier t
ERNSH $180 read, use the dropdown arrow in the Product field to hide the
Aniseed Syrup Total $380 products that didn't have any sales in the fourth quarter.

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 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

Côte de Blaye
HANAR $1,318
THEBI $2,635
Côte 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

Page 16
Sample Customer Reports Workbook Top 2 Customers

Product Customer Qtr 4


Fløtemysost
BONAP $645
SAVEA $1,032
Fløtemysost Total $1,677

Gnocchi di nonna Alice


FOLKO $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

Gumbär Gummibärchen
RICSU $962
SAVEA $937
Gumbär Gummibärchen Total $1,899

Gustaf's Knäckebröd
AROUT $84
FOLIG $126
Gustaf's Knäckebröd 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 $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

Page 17
Sample Customer Reports Workbook Top 2 Customers

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 $1,511
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 Nuß-Nougat-Creme
RATTC $368
WELLI $200
NuNuCa Nuß-Nougat-Creme Total $567

Original Frankfurter grüne Soße


HANAR $293
LILAS $195
Original Frankfurter grüne Soße Total $488

Outback Lager
QUICK $750
RICSU $600
Outback Lager Total $1,350

Pâté chinois
AROUT $504
SIMOB $1,080
Pâté 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

Page 18
Sample Customer Reports Workbook Top 2 Customers

Product Customer Qtr 4


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

Rhönbräu Klosterbier
QUICK $295
SAVEA $326
Rhönbräu Klosterbier Total $620

Röd Kaviar
FOLKO $525
RICSU $225
Röd Kaviar Total $750

Røgede sild
SAVEA $1,045
WARTH $323
Røgede sild Total $1,368

Rössle Sauerkraut
SEVES $1,094
VAFFE $2,462
Rössle 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 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'érable
LETSS $513
VAFFE $570
Sirop d'érable Total $1,083

Page 19
Sample Customer Reports Workbook Top 2 Customers

Product Customer Qtr 4


Spegesild
AROUT $319
SAVEA $288
Spegesild 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 $437
WELLI $210
Teatime Chocolate Biscuits Total $647

Thüringer Rostbratwurst
LAMAI $2,352
QUICK $4,952
Thüringer Rostbratwurst Total $7,304

Tofu
BERGS $372
QUEDE $279
Tofu Total $651

Tourtière
LETSS $224
WHITC $380
Tourtière 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 Semmelknödel


HILAA $931
SAVEA $798
Wimmers gute Semmelknödel Total $1,729

Zaanse koeken
FOLKO $285
SAVEA $356
Zaanse koeken Total $641

Page 20
Sample Customer Reports Workbook Top 2 Customers

Product Customer Qtr 4


Grand Total $108,701

Page 21
Sample Customer Reports Workbook Top 2 Customers

Product Customer
Alice Mutton
Determining which customers BOLIDpurchase the most of each
product ERNSH
Alice Mutton Total
By rearranging the row fields so that Product is an outer row field
and Customer is an inner row field, and using the Sort and Top
Aniseed Syrup
10 command on the PivotTable menu, you can easily find the
BOTTM
top two customers for each product. To make the report easier to
read, use the dropdown arrowERNSH
in the Product field to hide the
Aniseed Syrup Total that didn't have any sales in the fourth quarter.
products

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 Seasoning


EASTC
QUEEN
Chef Anton's Cajun Seasoning Total

Chef Anton's Gumbo Mix


MAGAA
THEBI
Chef Anton's Gumbo Mix Total

Côte de Blaye
HANAR
THEBI
Côte de Blaye Total

Escargots de Bourgogne
LINOD
SAVEA
Escargots de Bourgogne Total

Filo Mix
BERGS
RICSU
Filo Mix Total

Page 22
Sample Customer Reports Workbook Top 2 Customers

Product Customer
Fløtemysost
BONAP
SAVEA
Fløtemysost Total

Gnocchi di nonna Alice


FOLKO
SAVEA
Gnocchi di nonna Alice Total

Gudbrandsdalsost
CHOPS
PICCO
Gudbrandsdalsost Total

Gula Malacca
HILAA
QUICK
Gula Malacca Total

Gumbär Gummibärchen
RICSU
SAVEA
Gumbär Gummibärchen Total

Gustaf's Knäckebröd
AROUT
FOLIG
Gustaf's Knäckebröd Total

Ikura
BONAP
SEVES
Ikura Total

Inlagd Sill
KOENE
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

Page 23
Sample Customer Reports Workbook Top 2 Customers

Product Customer
Louisiana Fiery Hot Pepper Sauce
ERNSH
QUICK
Louisiana Fiery Hot Pepper Sauce Total

Manjimup Dried Apples


CHOPS
ERNSH
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 Nuß-Nougat-Creme
RATTC
WELLI
NuNuCa Nuß-Nougat-Creme Total

Original Frankfurter grüne Soße


HANAR
LILAS
Original Frankfurter grüne Soße Total

Outback Lager
QUICK
RICSU
Outback Lager Total

Pâté chinois
AROUT
SIMOB
Pâté chinois Total

Perth Pasties
HUNGO
SAVEA
Perth Pasties Total

Queso Cabrales
DRACD
SEVES
Queso Cabrales Total

Page 24
Sample Customer Reports Workbook Top 2 Customers

Product Customer
Queso Manchego La Pastora
KOENE
WILMK
Queso Manchego La Pastora Total

Raclette Courdavault
HUNGO
QUICK
Raclette Courdavault Total

Ravioli Angelo
AROUT
BONAP
Ravioli Angelo Total

Rhönbräu Klosterbier
QUICK
SAVEA
Rhönbräu Klosterbier Total

Röd Kaviar
FOLKO
RICSU
Röd Kaviar Total

Røgede sild
SAVEA
WARTH
Røgede sild Total

Rössle Sauerkraut
SEVES
VAFFE
Rössle Sauerkraut Total

Sasquatch Ale
SAVEA
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'érable
LETSS
VAFFE
Sirop d'érable Total

Page 25
Sample Customer Reports Workbook Top 2 Customers

Product Customer
Spegesild
AROUT
SAVEA
Spegesild Total

Steeleye Stout
QUEDE
WHITC
Steeleye Stout Total

Tarte au sucre
QUICK
SAVEA
Tarte au sucre Total

Teatime Chocolate Biscuits


QUICK
WELLI
Teatime Chocolate Biscuits Total

Thüringer Rostbratwurst
LAMAI
QUICK
Thüringer Rostbratwurst Total

Tofu
BERGS
QUEDE
Tofu Total

Tourtière
LETSS
WHITC
Tourtière Total

Uncle Bob's Organic Dried Pears


OTTIK
QUICK
Uncle Bob's Organic Dried Pears Total

Valkoinen suklaa
LINOD
RICSU
Valkoinen suklaa Total

Vegie-spread
ALFKI
FOLIG
Vegie-spread Total

Wimmers gute Semmelknödel


HILAA
SAVEA
Wimmers gute Semmelknödel Total

Zaanse koeken
FOLKO
SAVEA
Zaanse koeken Total

Page 26
Sample Customer Reports Workbook Top 2 Customers

Product Customer
Grand Total

Page 27
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 PivotTable
reports in this workbook. A PivotChart report has many features similar to a PivotTable report: you can change the layout, sort, filter, and
group the data.

To create a PivotChart report, run the PivotTable and PivotChart Report wizard, in step 1 select PivotChart (with PivotTable), and then
complete 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 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 PivotTable
report. When you make changes to a PivotChart report, its associated PivotTable report reflects the changes. To allow you to make changes to
the example PivotChart report without affecting any of the example PivotTable reports, the PivotChart report was created independently from
the source data. The associated PivotTable report for the example is hidden. If you want to see it, point to Sheet on the Format menu, 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 therefore
usually need plenty of space. You can easily move a PivotChart report onto a worksheet, for example to put it on the same worksheet as its
associated 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.

Page 28