Professional Documents
Culture Documents
Excel Skills - Exercises - Pivot Tables: Step Task
Excel Skills - Exercises - Pivot Tables: Step Task
www.excel-skills.com
Instructions
Versions: Excel 2010 & Excel 2007
Our practical Excel exercises are much more than just exercises! We design our exercises in such a way that they provide the user with a mapping of the Excel
features that can be used in order to complete the appropriate task in the most efficient manner possible. We also reference each step in each exercise to the
appropriate tutorial that needs to be studied in order to be able to complete the step.
The solutions to our comprehensive exercises are only available to customers who have purchased either a full or training membership. If you have not purchased a
membership, we unfortunately cannot provide you with any of the solutions or assist you with any of the steps that are included in the appropriate exercise.
Start the exercise by saving the workbook on your system, then complete step number 1 and each subsequent step in the order as listed on this sheet before
comparing your workbook to the solution that we have provided.
Step Task
Tutorial
Open the Expenses sheet and note that one of the column headings is blank - we will not be able to create a Pivot Tables & Pivot Charts : Source Data Layout
pivot table which includes all the data on the Expenses sheet if one of the field names that need to be used in
our pivot table is blank. Select cell F4 and enter the following heading for the column: Tax Code
Insert the data on the Expenses sheet into an Excel table. If the source data of a pivot table is included in an
Excel table, you will not have to edit the source data cell range of the pivot table when you add additional
transactions at the bottom of the Expenses sheet.
Change the table name to: ExpTable
Create a pivot table on a new worksheet which is based on all the cells that have been inserted into the new
Excel table. Use the pivot table to display the total tax inclusive amount for each supplier that is included in our
source data.
Rename the new sheet as: Suppliers
Change the number formatting in the amount section of the pivot table so that all the amounts include
thousands separators and two decimal numbers. Use the pivot table feature for this purpose so that the new
number formatting is retained after the pivot table is refreshed.
Change the column width of column B to 16.
Wrap the column heading in column B so that it is displayed in two lines and center the text.
Change the pivot table settings so that the adjusted column width is retained after refreshing the pivot table.
Open the Expenses sheet and change the amount in row 16 from 13,000 to 33,000.
Open the Suppliers sheet and note the grand total at the bottom of the pivot table. Refresh the pivot table and
note the change in the grand total.
Change the order of the supplier names in column A so that the suppliers are sorted in a descending order
(from Z to A).
Drill down to the source data that makes up the supplier total for the IAS Accountants supplier.
Rename the new sheet as: IAS
Open the Expenses sheet and create another pivot table which reflects an expense total (tax inclusive amount)
for each of the payment dates that are included in column I.
Rename the new sheet as: Payments
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Page 1 of 12
Worksheets : Rename
Pivot Tables & Pivot Charts : Pivot Table Format Values
Step Task
17
18
19
20
21
22
23
24
25
26
Tutorial
Page 2 of 12
Example Limited
Expenses
Document
Date
Supplier
Reference
Description
2/14/2011
XY Solutions
S77782
Opening Balance
3/1/2011
IS Communications
Invoice EXP22
3/2/2011
Newscorp
3/5/2011
EAG Brokers
3/15/2011
3/15/2011
Tax Inclusive
Amount
5,100.00
179.00
I381119
Subscriptions
478.00
Debit Order
Insurance
340.00
Capital Bank
Bank Statement
Service Fees
50.00
Capital Bank
Bank Statement
Service Fees
35.00
3/15/2011
IAS Accountants
Invoice
Bookkeeping
1,000.00
3/15/2011
Interflora
Cash
Flowers
90.00
3/18/2011
QQ International
TR6998
Parking
200.00
3/20/2011
Transfer
-15,000.00
3/20/2011
Transfer
15,000.00
3/26/2011
Payroll
Salaries
13,000.00
3/26/2011
HP Finance
Debit Order
Capital repayment
220.00
3/26/2011
HP Finance
Debit Order
Interest paid
100.00
3/26/2011
PR Properties
Debit Order
Rent
6,400.00
3/31/2011
Bank Statement
100.00
3/31/2011
Bank Statement
-100.00
4/1/2011
IS Communications
Invoice EXP23
179.00
4/5/2011
EAG Brokers
Debit Order
Insurance
340.00
4/12/2011
Interflora
Cash
Flowers
87.00
4/15/2011
Capital Bank
Bank Statement
Service Fees
80.00
4/15/2011
Capital Bank
Bank Statement
Service Fees
35.00
4/15/2011
IAS Accountants
Invoice
Bookkeeping
1,000.00
4/20/2011
Transfer
-20,000.00
4/20/2011
Transfer
20,000.00
4/25/2011
Inland Revenue
Return
Sales Tax
1,300.00
4/26/2011
Payroll
Salaries
20,000.00
4/26/2011
Furniture City
Invoice
Furniture
3,000.00
4/26/2011
HP Finance
Debit Order
Capital repayment
220.00
4/26/2011
HP Finance
Debit Order
Interest paid
4/26/2011
PR Properties
Debit Order
Rent
4/29/2011
GF Supplies
IN1179
Consumables
4/30/2011
Bank Statement
4/30/2011
Bank Statement
-100.00
5/1/2011
IS Communications
Invoice EXP24
179.00
5/1/2011
Training Inc
Invoice
Course
220.00
5/5/2011
EAG Brokers
Debit Order
Insurance
340.00
5/7/2011
City Lodge
S50037
Accommodation
563.00
5/7/2011
Waltons
Invoice
Stationery
982.00
5/15/2011
Capital Bank
Bank Statement
Service Fees
80.00
5/15/2011
Capital Bank
Bank Statement
Service Fees
35.00
5/15/2011
IAS Accountants
Invoice
Bookkeeping
1,000.00
100.00
6,400.00
41.00
100.00
5/20/2011
Transfer
-20,000.00
5/20/2011
Transfer
20,000.00
5/26/2011
Payroll
Salaries
20,000.00
5/26/2011
HP Finance
Debit Order
Capital repayment
220.00
5/26/2011
HP Finance
Debit Order
Interest paid
5/26/2011
PR Properties
Debit Order
Rent
5/29/2011
Interflora
Cash
Flowers
5/31/2011
Bank Statement
5/31/2011
Bank Statement
-100.00
6/1/2011
IS Communications
Invoice EXP25
179.00
6/5/2011
EAG Brokers
Debit Order
Insurance
340.00
6/15/2011
Capital Bank
Bank Statement
Service Fees
80.00
6/15/2011
Capital Bank
Bank Statement
Service Fees
35.00
6/15/2011
IAS Accountants
Invoice
Bookkeeping
1,000.00
6/20/2011
Transfer
-20,000.00
6/20/2011
Transfer
20,000.00
6/22/2011
Interflora
Cash
Flowers
110.00
6/25/2011
Inland Revenue
Return
Sales Tax
6/26/2011
Payroll
Salaries
6/26/2011
HP Finance
Debit Order
Capital repayment
6/26/2011
HP Finance
Debit Order
Interest paid
6/26/2011
PR Properties
Debit Order
Rent
6/26/2011
SA Airlines
SA11235
Travel
1,782.00
6/30/2011
Bank Statement
100.00
6/30/2011
Bank Statement
-100.00
7/1/2011
IS Communications
Invoice EXP26
179.00
7/2/2011
Waltons
Invoice
Stationery
761.00
7/5/2011
EAG Brokers
Debit Order
Insurance
340.00
7/15/2011
Capital Bank
Bank Statement
Service Fees
80.00
7/15/2011
Capital Bank
Bank Statement
Service Fees
35.00
7/15/2011
IAS Accountants
Invoice
Bookkeeping
1,000.00
7/16/2011
Interflora
Cash
Flowers
7/17/2011
GF Supplies
IN1181
Consumables
7/20/2011
Transfer
7/20/2011
Transfer
7/25/2011
ACC Institute
M00321037
Annual Membership
7/26/2011
Payroll
Salaries
7/26/2011
HP Finance
Debit Order
Capital repayment
7/26/2011
HP Finance
Debit Order
Interest paid
7/26/2011
PR Properties
Debit Order
Rent
7/31/2011
Bank Statement
7/31/2011
Bank Statement
8/1/2011
IS Communications
8/5/2011
EAG Brokers
8/9/2011
8/13/2011
8/15/2011
100.00
6,400.00
65.00
100.00
8,700.00
20,000.00
220.00
100.00
6,400.00
29.00
937.00
-20,000.00
20,000.00
2,000.00
20,000.00
220.00
100.00
6,400.00
50.00
-50.00
Invoice EXP27
179.00
Debit Order
Insurance
340.00
Interflora
Cash
Flowers
78.00
XY Traders
Invoice 9987
Commission
747.00
Capital Bank
Bank Statement
Service Fees
80.00
8/15/2011
Capital Bank
Bank Statement
Service Fees
35.00
8/15/2011
IAS Accountants
Invoice
Bookkeeping
1,000.00
8/15/2011
SA Airlines
SA11988
Travel
1,278.00
8/20/2011
Transfer
-20,000.00
8/20/2011
Transfer
20,000.00
8/21/2011
JSE Brokers
Remittance
Share investment
3,750.00
8/25/2011
Inland Revenue
Return
Sales Tax
8/26/2011
Payroll
Salaries
8/26/2011
HP Finance
Debit Order
Capital repayment
8/26/2011
HP Finance
Debit Order
Interest paid
8/26/2011
PR Properties
Debit Order
Rent
8/27/2011
Waltons
Invoice
Stationery
8/31/2011
Bank Statement
8/31/2011
Bank Statement
8/31/2011
Inland Revenue
Return
Provisional Tax
9/1/2011
IS Communications
Invoice EXP28
9/5/2011
EAG Brokers
Debit Order
9/13/2011
Training Inc
9/15/2011
Capital Bank
9/15/2011
6,600.00
20,000.00
220.00
100.00
6,400.00
234.00
50.00
-50.00
2,600.00
179.00
Insurance
340.00
Invoice
Course
277.48
Bank Statement
Service Fees
80.00
Capital Bank
Bank Statement
Service Fees
35.00
9/15/2011
IAS Accountants
Invoice
Bookkeeping
1,000.00
9/18/2011
Municipality
Statement
Rates
5,620.00
9/18/2011
QA Attorneys
Invoice
Legal advice
12,500.00
9/20/2011
Transfer
-20,000.00
9/20/2011
Transfer
20,000.00
9/21/2011
Interflora
Cash
Flowers
9/24/2011
XY Traders
Invoice11203
Commission
9/26/2011
Payroll
Salaries
9/26/2011
HP Finance
Debit Order
9/26/2011
HP Finance
Debit Order
9/26/2011
PR Properties
Debit Order
Rent
9/30/2011
Bank Statement
9/30/2011
Bank Statement
10/1/2011
IS Communications
Invoice EXP29
10/4/2011
GF Supplies
IN1185
Consumables
10/4/2011
SA Airlines
SA12741
Travel
10/5/2011
EAG Brokers
Debit Order
Insurance
10/15/2011
Capital Bank
Bank Statement
Service Fees
10/15/2011
Capital Bank
Bank Statement
Service Fees
10/15/2011
IAS Accountants
Invoice
Bookkeeping
10/20/2011
Transfer
10/20/2011
Transfer
20,000.00
10/22/2011
Waltons
Invoice
Stationery
289.00
10/25/2011
Inland Revenue
Return
Sales Tax
3,300.00
10/26/2011
Payroll
Salaries
20,000.00
10/26/2011
HP Finance
Debit Order
Capital repayment
220.00
10/26/2011
HP Finance
Debit Order
Interest paid
100.00
90.00
4,242.00
20,000.00
Capital repayment
220.00
Interest paid
100.00
6,400.00
100.00
-100.00
179.00
62.00
1,887.00
340.00
80.00
35.00
1,000.00
-20,000.00
10/26/2011
PR Properties
Debit Order
Rent
6,400.00
10/28/2011
Interflora
Cash
10/31/2011
Bank Statement
Flowers
218.00
200.00
10/31/2011
Bank Statement
-200.00
11/1/2011
11/5/2011
IS Communications
Invoice EXP30
179.00
EAG Brokers
Debit Order
Insurance
340.00
11/5/2011
XY Traders
Invoice 12987
Commission
982.00
11/15/2011
Capital Bank
Bank Statement
Service Fees
80.00
11/15/2011
Capital Bank
Bank Statement
Service Fees
35.00
11/15/2011
IAS Accountants
Invoice
Bookkeeping
1,000.00
11/19/2011
Interflora
Cash
Flowers
102.00
11/20/2011
Transfer
-20,000.00
11/20/2011
Transfer
20,000.00
11/26/2011
Payroll
Salaries
20,000.00
11/26/2011
HP Finance
Debit Order
Capital repayment
220.00
11/26/2011
HP Finance
Debit Order
Interest paid
100.00
11/26/2011
PR Properties
Debit Order
Rent
6,400.00
11/30/2011
Bank Statement
170.00
11/30/2011
Bank Statement
-170.00
12/1/2011
IS Communications
Invoice EXP31
179.00
12/5/2011
EAG Brokers
Debit Order
Insurance
340.00
12/6/2011
Interflora
Cash
Flowers
96.00
12/15/2011
Capital Bank
Bank Statement
Service Fees
80.00
12/15/2011
Capital Bank
Bank Statement
Service Fees
35.00
12/15/2011
IAS Accountants
Invoice
Bookkeeping
1,000.00
12/17/2011
Newscorp
M00353051
Subscriptions
120.00
12/17/2011
Waltons
Invoice
Stationery
310.00
12/17/2011
XY Traders
Invoice 13432
Commission
962.00
12/20/2011
Transfer
-20,000.00
12/20/2011
Transfer
20,000.00
12/22/2011
GF Supplies
IN1192
Consumables
61.00
12/25/2011
Inland Revenue
Return
Sales Tax
12/26/2011
Payroll
Salaries
12/26/2011
HP Finance
Debit Order
12/26/2011
HP Finance
Debit Order
12/26/2011
PR Properties
Debit Order
Rent
12/31/2011
Bank Statement
12/31/2011
Bank Statement
1/1/2012
IS Communications
Invoice EXP32
1/5/2012
EAG Brokers
1/15/2012
Capital Bank
1/15/2012
8,400.00
20,000.00
Capital repayment
220.00
Interest paid
100.00
6,400.00
100.00
-100.00
179.00
Debit Order
Insurance
340.00
Bank Statement
Service Fees
80.00
Capital Bank
Bank Statement
Service Fees
35.00
1/15/2012
IAS Accountants
Invoice
Bookkeeping
1,000.00
1/16/2012
Interflora
Cash
Flowers
105.00
1/20/2012
Transfer
-20,000.00
1/20/2012
Transfer
20,000.00
1/26/2012
Payroll
Salaries
20,000.00
1/26/2012
HP Finance
Debit Order
Capital repayment
1/26/2012
HP Finance
Debit Order
Interest paid
1/26/2012
PR Properties
Debit Order
Rent
1/26/2012
Training Inc
Invoice
1/28/2012
XY Traders
1/31/2012
1/31/2012
2/1/2012
220.00
100.00
6,400.00
Training
389.25
Invoice 14278
Commission
514.00
Bank Statement
170.00
Bank Statement
-170.00
IS Communications
Invoice EXP33
179.00
2/5/2012
EAG Brokers
Debit Order
Insurance
340.00
2/11/2012
Waltons
Invoice
Stationery
289.00
2/15/2012
Capital Bank
Bank Statement
Service Fees
80.00
2/15/2012
Capital Bank
Bank Statement
Service Fees
35.00
2/15/2012
IAS Accountants
Invoice
Bookkeeping
1,000.00
2/20/2012
Transfer
-20,000.00
2/20/2012
Transfer
20,000.00
2/25/2012
Inland Revenue
Return
Sales Tax
2,200.00
2/25/2012
Interflora
Cash
Flowers
75.00
2/26/2012
DF Equipment
Invoice
Office equipment
10,000.00
2/26/2012
Payroll
Salaries
20,000.00
2/26/2012
HP Finance
Debit Order
Capital repayment
220.00
2/26/2012
HP Finance
Debit Order
Interest paid
2/26/2012
PR Properties
Debit Order
Rent
2/29/2012
Bank Statement
2/29/2012
Bank Statement
2/29/2012
Inland Revenue
Return
Provisional Tax
100.00
6,400.00
70.00
-70.00
3,700.00
Bank
Code
Account
Code
Payment
Date
B1
BS-500
3/2/2011
B1
IS-380
3/31/2011
B1
IS-375
4/1/2011
B1
IS-340
3/5/2011
B1
IS-315
3/15/2011
B2
IS-315
3/15/2011
B1
IS-305
4/2/2011
PC
IS-345
3/15/2011
B1
IS-390
3/18/2011
B2
BS-399
3/20/2011
B1
BS-399
3/20/2011
B2
IS-365
3/26/2011
B1
BS-700
3/26/2011
B1
IS-500
3/26/2011
B1
IS-350
3/26/2011
B1
BS-399
3/31/2011
PC
BS-399
3/31/2011
B1
IS-380
5/1/2011
B1
IS-340
4/5/2011
PC
IS-345
4/12/2011
B1
IS-315
4/15/2011
B2
IS-315
4/15/2011
B1
IS-305
5/3/2011
B2
BS-399
4/20/2011
B1
BS-399
4/20/2011
B1
BS-600
4/25/2011
B2
IS-365
4/26/2011
B1
BS-100
5/26/2011
B1
BS-700
4/26/2011
B1
IS-500
4/26/2011
B1
IS-350
4/26/2011
PC
IS-325
5/29/2011
B1
BS-399
4/30/2011
PC
BS-399
4/30/2011
B1
IS-380
5/31/2011
B1
IS-385
5/31/2011
B1
IS-340
5/5/2011
B1
IS-390
5/7/2011
B1
IS-370
6/6/2011
B1
IS-315
5/15/2011
B2
IS-315
5/15/2011
B1
IS-305
6/2/2011
B2
BS-399
5/20/2011
B1
BS-399
5/20/2011
B2
IS-365
5/26/2011
B1
BS-700
5/26/2011
B1
IS-500
5/26/2011
B1
IS-350
5/26/2011
PC
IS-345
5/29/2011
B1
BS-399
5/31/2011
PC
BS-399
5/31/2011
B1
IS-380
7/1/2011
B1
IS-340
6/5/2011
B1
IS-315
6/15/2011
B2
IS-315
6/15/2011
B1
IS-305
7/3/2011
B2
BS-399
6/20/2011
B1
BS-399
6/20/2011
PC
IS-345
6/22/2011
B1
BS-600
6/25/2011
B2
IS-365
6/26/2011
B1
BS-700
6/26/2011
B1
IS-500
6/26/2011
B1
IS-350
6/26/2011
B1
IS-390
6/26/2011
B1
BS-399
6/30/2011
PC
BS-399
6/30/2011
B1
IS-380
7/31/2011
B1
IS-370
8/1/2011
B1
IS-340
7/5/2011
B1
IS-315
7/15/2011
B2
IS-315
7/15/2011
B1
IS-305
8/2/2011
PC
IS-345
7/16/2011
B1
IS-325
8/16/2011
B2
BS-399
7/20/2011
B1
BS-399
7/20/2011
B1
IS-375
8/24/2011
B2
IS-365
7/26/2011
B1
BS-700
7/26/2011
B1
IS-500
7/26/2011
B1
IS-350
7/26/2011
B1
BS-399
7/31/2011
PC
BS-399
7/31/2011
B1
IS-380
8/31/2011
B1
IS-340
8/5/2011
PC
IS-345
8/9/2011
B1
IS-320
9/12/2011
B1
IS-315
8/15/2011
B2
IS-315
8/15/2011
B1
IS-305
9/2/2011
B1
IS-390
8/15/2011
B2
BS-399
8/20/2011
B1
BS-399
8/20/2011
B1
BS-200
8/21/2011
B1
BS-600
8/25/2011
B2
IS-365
8/26/2011
B1
BS-700
8/26/2011
B1
IS-500
8/26/2011
B1
IS-350
8/26/2011
B1
IS-370
9/26/2011
B1
BS-399
8/31/2011
PC
BS-399
8/31/2011
B1
IS-600
8/31/2011
B1
IS-380
10/1/2011
B1
IS-340
9/5/2011
B1
IS-385
10/13/2011
B1
IS-315
9/15/2011
B2
IS-315
9/15/2011
B1
IS-305
10/3/2011
B1
IS-395
9/18/2011
B1
IS-360
9/18/2011
B2
BS-399
9/20/2011
B1
BS-399
9/20/2011
PC
IS-345
9/21/2011
B1
IS-320
10/24/2011
B2
IS-365
9/26/2011
B1
BS-700
9/26/2011
B1
IS-500
9/26/2011
B1
IS-350
9/26/2011
B1
BS-399
9/30/2011
PC
BS-399
9/30/2011
B1
IS-380
10/31/2011
PC
IS-325
11/3/2011
B1
IS-390
10/4/2011
B1
IS-340
10/5/2011
B1
IS-315
10/15/2011
B2
IS-315
10/15/2011
B1
IS-305
11/2/2011
B2
BS-399
10/20/2011
B1
BS-399
10/20/2011
B1
IS-370
11/21/2011
B1
BS-600
10/25/2011
B2
IS-365
10/26/2011
B1
BS-700
10/26/2011
B1
IS-500
10/26/2011
B1
IS-350
10/26/2011
PC
IS-345
10/28/2011
B1
BS-399
10/31/2011
PC
BS-399
10/31/2011
B1
IS-380
12/1/2011
B1
IS-340
11/5/2011
B1
IS-320
12/5/2011
B1
IS-315
11/15/2011
B2
IS-315
11/15/2011
B1
IS-305
12/3/2011
PC
IS-345
11/19/2011
B2
BS-399
11/20/2011
B1
BS-399
11/20/2011
B2
IS-365
11/26/2011
B1
BS-700
11/26/2011
B1
IS-500
11/26/2011
B1
IS-350
11/26/2011
B1
BS-399
11/30/2011
PC
BS-399
11/30/2011
B1
IS-380
12/31/2011
B1
IS-340
12/5/2011
PC
IS-345
12/6/2011
B1
IS-315
12/15/2011
B2
IS-315
12/15/2011
B1
IS-305
1/2/2012
B1
IS-375
1/16/2012
B1
IS-370
1/16/2012
B1
IS-320
1/16/2012
B2
BS-399
12/20/2011
B1
BS-399
12/20/2011
PC
IS-325
1/21/2012
B1
BS-600
12/25/2011
B2
IS-365
12/26/2011
B1
BS-700
12/26/2011
B1
IS-500
12/26/2011
B1
IS-350
12/26/2011
B1
BS-399
12/31/2011
PC
BS-399
12/31/2011
B1
IS-380
1/31/2012
B1
IS-340
1/5/2012
B1
IS-315
1/15/2012
B2
IS-315
1/15/2012
B1
IS-305
2/2/2012
PC
IS-345
1/16/2012
B2
BS-399
1/20/2012
B1
BS-399
1/20/2012
B2
IS-365
1/26/2012
B1
BS-700
1/26/2012
B1
IS-500
1/26/2012
B1
IS-350
1/26/2012
B1
IS-385
1/31/2012
B1
IS-320
2/27/2012
B1
BS-399
1/31/2012
PC
BS-399
1/31/2012
B1
IS-380
B1
IS-340
B1
IS-370
B1
IS-315
2/15/2012
B2
IS-315
2/15/2012
2/5/2012
B1
IS-305
B2
BS-399
2/20/2012
B1
BS-399
2/20/2012
B1
BS-600
2/25/2012
PC
IS-345
2/25/2012
B1
BS-100
B2
IS-365
2/26/2012
B1
BS-700
2/26/2012
B1
IS-500
2/26/2012
B1
IS-350
2/26/2012
B1
BS-399
2/29/2012
PC
BS-399
2/29/2012
B1
IS-600
2/29/2012