Once the region-wise slicer is inserted, the performance of individual salesperson region-wise can be filtered. Insert slicers window appears, in that select Region field & click OK.
Go to the “SALES_BY_REGION” sheet under analyze tab.
To check individual salesperson performance by region wise & quarterly data, we need to add slicers that will help you out, where you can filter out individual performance. Similarly, a pivot chart is applied in the “SALES_BY_QUARTER” sheet also, where you can choose a Pie chart for quarterly sales data. Here you can hide the region, salesperson & sum of sales in the pivot chart by right-clicking and select “Hide Legend Field Buttons on Chart” so that those three fields will not appear on the chart. Pivot chart appears for “SALES_BY_REGION.” Go to the “SALES_BY_REGION” sheet, click inside the PivotTable, under PivotTable Analyze tab, select PivotChart, insert chart popup window appears, in that Select Bar, under that select Clustered Bar chart. Here, we need to create a PivotChart on each of the created pivot tables in both sheets. then click OK.Īfter grouping to quarter, data appears as shown below. Grouping tab appears, with the start date & end date, in the BY list, unselect Months (default value) and others, Now select only Quarters, it appears in blue color after selection. To do that, right-click on any cell in the Row Labels column and choose Group. Here we want to summarize data on a quarterly basis therefore, dates need to be grouped as “Quarter”. Similarly, create a second PivotTable in the same way, To create a pivot table for the salesperson by date wise or quarterly (SALES_BY_QUARTER).ĭrag date to the Rows section, salesperson to the Columns section & sales to the Values section. In the PivotTable Fields pane, drag salesperson to the Rows section, Region to the Columns section, and sales to the Values section. (You can name the sheet as “SALES_BY_REGION”) In the Tables object, click inside the data set, click the INSERT tab, select the Pivot table and click Ok Pivot Table Fields pane appears in another sheet.
Therefore, we need to create two PivotTables.įirst, we will create a pivot table for the salesperson by region wise. We need to summarize sales data for each representative by region wise & quarterly for this tabular data. Once the table object is created, it appears as shown below. Initially, the data set is converted to a table object, which can be done by clicking inside the data set, click the Insert tab in the Home tab, select the table a create table popup appears, where it shows data range & headers, and click OK. Below mentioned data contains a compilation of sales information by date, salesperson, and region. With the help of the Pivot table & Chart, let’s add a Slicer object to summarize sales data for each representative & region.
Excel slicer download#
You can download this Pivot Table Slicer Excel Template here – Pivot Table Slicer Excel Template Example #1 – Sales Performance Report
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