Demo: Slice and dice sales data with PivotTable reports - Excel

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How do you know you’re meeting your sales goals? Microsoft PivotTable® reports in Microsoft Office Excel 2003 let you slice and dice your data and display it in a variety of views and formats quickly and easily. You can change a chart to a bar graph with one click. PivotTable reports enable you to spend more time analyzing the data and less time fiddling with it.

Note For screen reader text detailing the content of the video and a screen reader version of the audio script, click Demo text version.

Show Demo text version

Screen Action	Audio Script
An Excel 2003 worksheet is open and a PivotTable report displays a company’s product sales. The PivotTable Field List is open on the right side of the screen.	Analyzing sales data with Excel 2003 PivotTable charts is a snap. I’m looking at a summary of my product sales, which I pulled from our corporate database.
The pointer moves across the product categories and sales figures in the PivotTable report, and then clicks the Beverages category to open the Show Detail dialog box. In the Show Detail dialog box, the pointer selects Products and clicks OK. The dialog box closes, and in the PivotTable report all beverages are now visible. The pointer drags the Quarter field from the PivotTable Field List to the data area.	I want to take a look at the beverages category and see how each product is doing — first in a summary format, and then by quarters.
The pointer pauses on the data, and then selects a cell in the Qtr 1 column. The pointer clicks the Chart Wizard button on the PivotTable toolbar, and the scene changes to a PivotChart report.	The quarterly breakdown is helpful, but it still doesn’t tell me everything I need to know. I’m going to convert the data to a chart and see what that shows me.
In the PivotChart report, the pointer drags the field button Category to the Drop page fields here area.	These charts are interactive so it’s easy to change things and focus on the information that I want.
The pointer clicks the field button Category, and the Category dialog box opens. The pointer selects Beverages in the dialog box, and then clicks OK. The dialog box closes. On the PivotChart report, the pointer moves to the bar that represents sales of Coho wines, and a ScreenTip displays the sales figures for each quarter.	Once I reorganize the information, it’s easy to see that our big first quarter sales were mainly due to the great job we did launching Coho wines back in January.
The pointer moves down the chart and then stops on the PivotChart button on the PivotTable toolbar. Excel 2003 disappears. The animated text Experience your own great moments appears. Under it appears the URL http://www.microsoft.com/office.	With Excel 2003 PivotTable charts, I can easily convert a large amount of data into a valuable tool for analyzing sales trends.

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