Excel Data for Pivot Table Practice

To solve these problems, you need to be familiar with inserting pivot tables, using slicers, utilizing calculated fields, inserting pivot pie charts, building a data model, and grouping by year. If you have Excel 2010 or later, you can solve these exercises without any compatibility issues.


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Problem Overview

There are seven columns and 714 rows in our dataset, which represents sales data for a company from 2019 to 2022. The “Amount” column refers to the sales amount for the particular date.

Problem Overview of Excel Data for Pivot Table Practice

Here’s a list of exercises:

  • Exercise 02 – Grouping Data by Year: Group the sales amount by the year. Additionally, you can try to group the data by weeks and months.
  • Exercise 03 – Finding a Running Total by Date: Find the running total by date using the data.
  • Exercise 04 – Inserting a Pie Chart: Create a pie chart from the data in this problem.
  • Exercise 05 – Adding Slicers to the Pivot Table: Insert a slicer to the pivot table.
  • Exercise 06 – Using a Calculated Field: You will need to find the sales tax which is 5% of the total sales using the calculated field. Remember, to import the pivot table as a data model.

The following image shows the first three solutions.

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Rafiul Haq
Rafiul Haq

Rafiul Haq worked as an Excel and VBA Content Developer in Exceldemy for over two years and published almost 200 articles for the website. He is passionate about exploring new aspects of Excel and VBA. He received his Bachelor of Science in Mechanical and Production Engineering (MPE) from the Islamic University of Technology. Rafiul furthered his education by obtaining an MBA in Finance from the Institute of Business Administration (IBA) at the University of Dhaka. Apart from creating... Read Full Bio

12 Comments
  1. Thank you!! Rafiul Haq.

  2. Answer to exercise 3 is wrong. Sales and Running total of Sales have the same values. Otherwise nice exercise

    • Dear Qasim,

      Thanks for your suggestions we have updated our Exercise 3 you can check it now.

      Regards
      ExcelDemy

  3. Great work exceldemy team! Really healped me a lot.

  4. Do you have any YouTube channel?

  5. Solve this in a video and upload on your youtube channel. Its a very helpful.

  6. What is the purpose of computing or finding the running total?

    • Hello Emz,

      The purpose of computing or finding the running total in a pivot table is to observe cumulative values over time or sequential categories. It will help you to identify trends, monitor progress, and understand how data accumulates.
      For example, in sales data, a running total allows you to see how much revenue has been generated up to a certain point. It provides insights into overall performance, allowing for easier analysis of growth or decline. This is especially useful in tracking inventory, financial data, or project timelines.

      Regards
      ExcelDemy

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