Pivot Table Test for an Interview – 6 Exercises

 

Problem Overview

There are seven columns and 714 rows in the sample dataset. It represents sales data of a company from 2019 to 2022. The “Amount” column refers to the sales amount for the given date.

You’ll have six exercises related to the pivot table test for an interview. The exercises are provided in the “Problem” sheet, and the solutions in the “Solution” sheet.

Problem Overview

 

Exercise 1 – Create a Pivot Table

  • Use the provided data to create a pivot table that displays the Zone-wise sales amount.

Exercise 2 – Insert a Pivot Chart

  • Create a pie chart with the quarterly sales data.

Exercise 3 – Group Pivot Table by Month

  • Use the Date and Amount columns to insert a pivot table. Group the amount by the months.

Exercise 4 -Edit Pivot Table

  • Insert a pivot table using the Client and Amount columns.
  • Change the column headers to “Client”, and “Sales Amount”.
  • Remove the Grand Total row.

Exercise 5 – Using the Calculated Fields Feature

  • Create a pivot table using the Region and Amount columns.
  • Use the calculated field feature to display the tax amount for each region.
  • The tax is 5% for all the regions.

Exercise 6 – Using a Slicer

  • Insert a pivot table using the Client, Region, Year, and Amount columns.
  • Use three Slicers (for Client, Region, and Year).

Observe GIF below:

The following image shows the solution to the first two exercises.

Pivot Table Test for Interview


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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

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