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Sample Salesperson Reports Workbook

How to Use This Workbook

How to use this workbook


This workbook contains several examples of PivotTable reports, including the source data from which the reports were made. You can follow
the steps in the article 25 Easy PivotTable Reports to create these reports, and try out the commands on the PivotTable toolbar and menu
to learn about the ways you can customize a PivotTable report.

This workbook is set to print on most printers. Click Print on the File menu, click Entire Workbook under Print what, and then click OK.
Example reports in this workbook
The PivotTable reports in this workbook were all based on the first report, OrderAmounts!PivotTable1. When you create several reports from
the same source data in the same workbook, basing them all on one report minimizes the size of the workbook and the amount of memory
used when you open it. The reports all behave independently, however: you can refresh, format, and change the layout of each report
separately.

The example reports in this workbook are formatted using the Report 5 format. Use the Format Report command on the PivotTable
toolbar to apply this format to your own reports.
When you click a report in this workbook, the PivotTable toolbar and the PivotTable Field List window should appear. If not, right-click
any toolbar and then click PivotTable to display the toolbar, and then click the Show Field List button at the right end of the toolbar to
display the field list.
Source data contains the original source records that provide the data values for the reports.

Order Amounts lists the total sales for each salesperson.


Orders by Country provides a separate page for each country listing the total sales that each salesperson made in the country.
Orders Sorted provides a ranking of the salespersons from most sales to least sales.
Top 5 lists the five salespersons who sold the most product.

Quarter by Salesperson compares the totals for all the salespersons in each quarter.
Salesperson by Quarter lists the quarter-by-quarter totals for each salesperson.
Details provides the underlying detail summarized in one cell of the Salesperson by Quarter report.
Percent of Total shows the percentage of the total orders represented by each quarter's total.
Bonus Amount calculates the amount of bonus each salesperson receives based on the amount of quarterly sales.
Chart contains a PivotChart report that represents the quarterly sales graphically. The instructions for creating it are provided on a separate
worksheet, the Chart Instructions sheet.

For more information


Excel Help has further information about PivotTable and PivotChart reports. Ask the Excel Answer Wizard about PivotTable reports, or
search for PivotTable or PivotChart report information on the Office Update Web site.

Page 1

Salesperson Reports Sample Workbook

Country
UK
UK
USA
USA
USA
USA
UK
UK
USA
USA
USA
USA
USA
USA
USA
UK
UK
USA
USA
USA
USA
UK
USA
UK
UK
USA
UK
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
UK
USA
UK
USA
USA
USA
USA
UK
UK
UK
USA
USA
USA
USA
UK
USA
USA
USA
USA
UK
USA
USA
USA

Page 2

Salesperson
Buchanan
Suyama
Peacock
Leverling
Peacock
Leverling
Buchanan
Dodsworth
Leverling
Peacock
Davolio
Peacock
Peacock
Peacock
Callahan
Dodsworth
Suyama
Fuller
Leverling
Peacock
Callahan
Buchanan
Davolio
Suyama
Suyama
Leverling
Suyama
Davolio
Callahan
Fuller
Callahan
Callahan
Fuller
Peacock
Peacock
Leverling
Peacock
Davolio
Callahan
Callahan
Peacock
King
Callahan
Suyama
Davolio
Davolio
Peacock
Fuller
Suyama
Buchanan
Suyama
Peacock
Fuller
Callahan
Peacock
King
Davolio
Callahan
Davolio
Fuller
King
Leverling
Callahan
Davolio

Order Date OrderID Order Amount


7/16/2003
10248
$440.00
7/10/2003
10249
$1,863.40
7/12/2003
10250
$1,552.60
7/15/2003
10251
$654.06
7/11/2003
10252
$3,597.90
7/16/2003
10253
$1,444.80
7/23/2003
10254
$556.62
7/15/2003
10255
$2,490.50
7/17/2003
10256
$517.80
7/22/2003
10257
$1,119.90
7/23/2003
10258
$1,614.88
7/25/2003
10259
$100.80
7/29/2003
10260
$1,504.65
7/30/2003
10261
$448.00
7/25/2003
10262
$584.00
7/31/2003
10263
$1,873.80
8/23/2003
10264
$695.62
8/12/2003
10265
$1,176.00
7/31/2003
10266
$346.56
8/6/2003
10267
$3,536.60
8/2/2003
10268
$1,101.20
8/9/2003
10269
$642.20
8/2/2003
10270
$1,376.00
8/30/2003
10271
$48.00
8/6/2003
10272
$1,456.00
8/12/2003
10273
$2,037.28
8/16/2003
10274
$538.60
8/9/2003
10275
$291.84
8/14/2003
10276
$420.00
8/13/2003
10277
$1,200.80
8/16/2003
10278
$1,488.80
8/16/2003
10279
$351.00
9/12/2003
10280
$613.20
8/21/2003
10281
$86.50
8/21/2003
10282
$155.40
8/23/2003
10283
$1,414.80
8/27/2003
10284
$1,170.37
8/26/2003
10285
$1,743.36
8/30/2003
10286
$3,016.00
8/28/2003
10287
$819.00
9/3/2003
10288
$80.10
8/28/2003
10289
$479.40
9/3/2003
10290
$2,169.00
9/4/2003
10291
$497.52
9/2/2003
10292
$1,296.00
9/11/2003
10293
$848.70
9/5/2003
10294
$1,887.60
9/10/2003
10295
$121.60
9/11/2003
10296
$1,050.60
9/10/2003
10297
$1,420.00
9/11/2003
10298
$2,645.00
9/13/2003
10299
$349.50
9/18/2003
10300
$608.00
9/17/2003
10301
$755.00
10/9/2003
10302
$2,708.80
9/18/2003
10303
$1,117.80
9/17/2003
10304
$954.40
10/9/2003
10305
$3,741.30
9/23/2003
10306
$498.50
9/25/2003
10307
$424.00
9/24/2003
10308
$88.80
10/23/2003
10309
$1,762.00
9/27/2003
10310
$336.00
9/26/2003
10311
$268.80

Source Data

Source data for PivotTable reports


The data to the left was used to create the reports in this
workbook. If you scan through this source data, you'll notice that
it's difficult to see the trends and results, even if you sort or filter
the data. There are just too many records to analyze at a glance.
Compared with the large databases your company may have
available, or you may have found on the Internet, this 800-row list
is fairly short and simple. Excel can retrieve much larger amounts
of data than this, and PivotTable reports are one of the best Excel
tools for extracting the significance from a large, detailed data set.
The data is organized in list format, similar to how a query returns
database records: each column contains similar data, the columns
have headings in the first row, and the list isn't interrupted by any
blank rows or columns (although blank cells within the data are
OK).
To see how PivotTable reports can summarize this data in a flash,
view the sheets in this workbook in sequence from left to right.

Salesperson Reports Sample Workbook

Country
USA
USA
USA
USA
USA
UK
USA
UK
UK
USA
UK
USA
UK
USA
USA
USA
USA
USA
USA
UK
USA
UK
USA
UK
UK
USA
USA
USA
USA
UK
USA
USA
USA
USA
USA
USA
USA
UK
UK
USA
USA
UK
USA
UK
UK
USA
UK
UK
USA
USA
USA
USA
USA
USA
USA
UK
USA
USA
UK
USA
UK
USA
USA
USA

Page 3

Salesperson
Fuller
Fuller
Davolio
Peacock
Davolio
Suyama
Callahan
King
Buchanan
Leverling
King
Peacock
Dodsworth
Davolio
Peacock
Fuller
Peacock
Peacock
Leverling
Dodsworth
Leverling
Buchanan
Callahan
King
King
Peacock
Peacock
Fuller
Davolio
King
Peacock
Peacock
Peacock
Fuller
Leverling
Peacock
Peacock
King
Suyama
Davolio
Leverling
King
Callahan
Suyama
Suyama
Davolio
Buchanan
Buchanan
Peacock
Davolio
Leverling
Peacock
Davolio
Leverling
Callahan
King
Fuller
Callahan
Suyama
Davolio
Buchanan
Peacock
Davolio
Leverling

Order Date OrderID Order Amount


10/3/2003
10312
$1,614.80
10/4/2003
10313
$182.40
10/4/2003
10314
$2,094.30
10/3/2003
10315
$516.80
10/8/2003
10316
$2,835.00
10/10/2003
10317
$288.00
10/4/2003
10318
$240.40
10/11/2003
10319
$1,191.20
10/18/2003
10320
$516.00
10/11/2003
10321
$144.00
10/23/2003
10322
$112.00
10/14/2003
10323
$164.40
10/10/2003
10324
$5,275.71
10/14/2003
10325
$1,497.00
10/14/2003
10326
$982.00
10/14/2003
10327
$1,810.00
10/17/2003
10328
$1,168.00
10/23/2003
10329
$4,578.43
10/28/2003
10330
$1,649.00
10/21/2003
10331
$88.50
10/21/2003
10332
$1,786.88
10/25/2003
10333
$877.20
10/28/2003
10334
$144.80
10/24/2003
10335
$2,036.16
10/25/2003
10336
$285.12
10/29/2003
10337
$2,467.00
10/29/2003
10338
$934.50
11/4/2003
10339
$3,354.00
11/8/2003
10340
$2,436.18
11/5/2003
10341
$352.60
11/4/2003
10342
$1,840.64
11/6/2003
10343
$1,584.00
11/5/2003
10344
$2,296.00
11/11/2003
10345
$2,924.80
11/8/2003
10346
$1,618.88
11/8/2003
10347
$814.42
11/15/2003
10348
$363.60
11/15/2003
10349
$141.60
12/3/2003
10350
$642.06
11/20/2003
10351
$5,398.72
11/18/2003
10352
$136.30
11/25/2003
10353
$8,593.28
11/20/2003
10354
$568.80
11/20/2003
10355
$480.00
11/27/2003
10356
$1,106.40
12/2/2003
10357
$1,167.68
11/27/2003
10358
$429.40
11/26/2003
10359
$3,471.68
12/2/2003
10360
$7,390.20
12/3/2003
10361
$2,046.24
11/28/2003
10362
$1,549.60
12/4/2003
10363
$447.20
12/4/2003
10364
$950.00
12/2/2003
10365
$403.20
12/30/2003
10366
$136.00
12/2/2003
10367
$834.20
12/2/2003
10368
$1,689.78
12/9/2003
10369
$2,390.40
12/27/2003
10370
$1,117.60
12/24/2003
10371
$72.96
12/9/2003
10372
$9,210.90
12/11/2003
10373
$1,366.40
12/9/2003
10374
$459.00
12/9/2003
10375
$338.00

Source Data

Salesperson Reports Sample Workbook

Country
USA
USA
UK
USA
USA
USA
USA
USA
USA
USA
UK
USA
USA
USA
UK
USA
USA
USA
USA
UK
USA
UK
USA
USA
USA
USA
USA
USA
USA
USA
UK
USA
USA
USA
USA
UK
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
UK
UK
UK
USA
USA
UK
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
UK

Page 4

Salesperson
Davolio
Davolio
Buchanan
Fuller
Callahan
Leverling
Peacock
Callahan
Leverling
Davolio
Dodsworth
Davolio
Fuller
Peacock
Suyama
Leverling
Fuller
Davolio
Davolio
Suyama
Davolio
Buchanan
Fuller
Callahan
Davolio
Davolio
Callahan
Peacock
Fuller
Davolio
King
Fuller
Callahan
Leverling
Leverling
Dodsworth
Callahan
Leverling
Fuller
Leverling
Callahan
Peacock
Peacock
Peacock
Leverling
Callahan
Fuller
Suyama
King
Suyama
Peacock
Peacock
King
Leverling
Peacock
Peacock
Leverling
Leverling
Leverling
Callahan
Leverling
Callahan
Leverling
Suyama

Order Date OrderID Order Amount


12/13/2003
10376
$399.00
12/13/2003
10377
$863.60
12/19/2003
10378
$103.20
12/13/2003
10379
$863.28
1/16/2004
10380
$1,313.82
12/13/2003
10381
$112.00
12/16/2003
10382
$2,900.00
12/18/2003
10383
$899.00
12/20/2003
10384
$2,222.40
12/23/2003
10385
$691.20
12/25/2003
10386
$166.00
12/20/2003
10387
$1,058.40
12/20/2003
10388
$1,228.80
12/24/2003
10389
$1,832.80
12/26/2003
10390
$2,090.88
12/31/2003
10391
$86.40
1/1/2004
10392
$1,440.00
1/3/2004
10393
$2,556.95
1/3/2004
10394
$442.00
1/3/2004
10395
$2,122.92
1/6/2004
10396
$1,903.80
1/2/2004
10397
$716.72
1/9/2004
10398
$2,505.60
1/8/2004
10399
$1,765.60
1/16/2004
10400
$3,063.00
1/10/2004
10401
$3,868.60
1/10/2004
10402
$2,713.50
1/9/2004
10403
$855.01
1/8/2004
10404
$1,591.25
1/22/2004
10405
$400.00
1/13/2004
10406
$1,830.78
1/30/2004
10407
$1,194.00
1/14/2004
10408
$1,622.40
1/14/2004
10409
$319.20
1/15/2004
10410
$802.00
1/21/2004
10411
$966.80
1/15/2004
10412
$334.80
1/16/2004
10413
$2,123.20
1/17/2004
10414
$224.83
1/24/2004
10415
$102.40
1/27/2004
10416
$720.00
1/28/2004
10417
$11,188.40
1/24/2004
10418
$1,814.80
1/30/2004
10419
$2,097.60
1/27/2004
10420
$1,707.84
1/27/2004
10421
$1,194.27
1/31/2004
10422
$49.80
2/24/2004
10423
$1,020.00
1/27/2004
10424
$9,194.56
2/14/2004
10425
$360.00
2/6/2004
10426
$338.20
3/3/2004
10427
$651.00
2/4/2004
10428
$192.00
2/7/2004
10429
$1,441.37
2/3/2004
10430
$4,899.20
2/7/2004
10431
$1,892.25
2/7/2004
10432
$485.00
3/4/2004
10433
$851.20
2/13/2004
10434
$321.12
2/7/2004
10435
$631.60
2/11/2004
10436
$1,994.52
2/12/2004
10437
$393.00
2/14/2004
10438
$454.00
2/10/2004
10439
$1,078.00

Source Data

Salesperson Reports Sample Workbook

Country
USA
USA
USA
USA
USA
USA
UK
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
UK
USA
USA
USA
USA
UK
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
UK
UK
USA
UK
USA
USA
UK
USA
USA
UK
USA
USA
USA
USA
USA
UK
UK
USA
USA
USA
USA
USA
UK
UK
USA
USA
UK
UK
USA
UK

Page 5

Salesperson
Peacock
Leverling
Leverling
Callahan
Leverling
Leverling
Suyama
Peacock
Peacock
Leverling
Callahan
Peacock
Callahan
Davolio
Peacock
Callahan
Callahan
Fuller
King
Peacock
Callahan
Davolio
Fuller
Buchanan
Peacock
Davolio
Peacock
Callahan
Leverling
Davolio
Peacock
Fuller
Callahan
Davolio
Buchanan
Dodsworth
Callahan
Buchanan
Fuller
Leverling
Suyama
Callahan
Davolio
King
Leverling
Peacock
Davolio
Fuller
Callahan
Suyama
King
Callahan
Leverling
Peacock
Peacock
Leverling
King
King
Callahan
Peacock
Suyama
Dodsworth
Fuller
Suyama

Order Date OrderID Order Amount


2/28/2004
10440
$4,924.13
3/14/2004
10441
$1,755.00
2/18/2004
10442
$1,792.00
2/14/2004
10443
$517.44
2/21/2004
10444
$1,031.70
2/20/2004
10445
$174.90
2/19/2004
10446
$246.24
3/7/2004
10447
$914.40
2/24/2004
10448
$443.40
2/27/2004
10449
$1,838.20
3/11/2004
10450
$425.12
3/12/2004
10451
$3,849.66
2/26/2004
10452
$2,018.50
2/26/2004
10453
$407.70
2/25/2004
10454
$331.20
3/3/2004
10455
$2,684.00
2/28/2004
10456
$557.60
3/3/2004
10457
$1,584.00
3/4/2004
10458
$3,891.00
2/28/2004
10459
$1,659.20
3/3/2004
10460
$176.10
3/5/2004
10461
$1,538.70
3/18/2004
10462
$156.00
3/6/2004
10463
$713.30
3/14/2004
10464
$1,609.28
3/14/2004
10465
$2,518.00
3/13/2004
10466
$216.00
3/11/2004
10467
$235.20
3/12/2004
10468
$717.60
3/14/2004
10469
$956.67
3/14/2004
10470
$1,820.80
3/18/2004
10471
$1,328.00
3/19/2004
10472
$1,036.80
3/21/2004
10473
$230.40
3/21/2004
10474
$1,249.10
4/4/2004
10475
$1,505.18
3/24/2004
10476
$180.48
3/25/2004
10477
$558.00
3/26/2004
10478
$471.20
3/21/2004
10479
$10,495.60
3/24/2004
10480
$756.00
3/25/2004
10481
$1,472.00
4/10/2004
10482
$147.00
4/25/2004
10483
$668.80
4/1/2004
10484
$386.20
3/31/2004
10485
$1,584.00
4/2/2004
10486
$1,272.00
3/28/2004
10487
$889.70
4/2/2004
10488
$1,512.00
4/9/2004
10489
$439.20
4/3/2004
10490
$3,163.20
4/8/2004
10491
$259.50
4/11/2004
10492
$851.20
4/10/2004
10493
$608.40
4/9/2004
10494
$912.00
4/11/2004
10495
$278.00
4/7/2004
10496
$190.00
4/7/2004
10497
$1,380.60
4/11/2004
10498
$575.00
4/16/2004
10499
$1,412.00
4/17/2004
10500
$523.26
4/16/2004
10501
$149.00
4/29/2004
10502
$816.30
4/16/2004
10503
$2,048.50

Source Data

Salesperson Reports Sample Workbook

Country
USA
USA
UK
UK
USA
USA
UK
USA
UK
UK
USA
USA
USA
USA
USA
UK
UK
USA
USA
UK
USA
USA
USA
UK
UK
UK
USA
UK
UK
USA
USA
USA
USA
USA
UK
UK
USA
USA
USA
USA
USA
USA
USA
USA
USA
UK
UK
USA
USA
USA
USA
UK
USA
UK
USA
UK
USA
USA
USA
USA
USA
USA
UK
USA

Page 6

Salesperson
Peacock
Leverling
Dodsworth
King
Davolio
Peacock
Suyama
Peacock
King
King
Leverling
Fuller
Fuller
Leverling
Peacock
Suyama
King
Callahan
Peacock
King
Davolio
Davolio
Peacock
King
Suyama
Buchanan
Leverling
King
King
Callahan
Callahan
Peacock
Leverling
Davolio
Dodsworth
Suyama
Leverling
Fuller
Davolio
Callahan
Peacock
Callahan
Davolio
Leverling
Leverling
Buchanan
King
Peacock
Fuller
Fuller
Peacock
Suyama
Fuller
Dodsworth
Davolio
Suyama
Callahan
Fuller
Davolio
Fuller
Peacock
Callahan
Dodsworth
Davolio

Order Date OrderID Order Amount


4/18/2004
10504
$1,388.50
4/21/2004
10505
$147.90
5/2/2004
10506
$415.80
4/22/2004
10507
$749.06
5/13/2004
10508
$240.00
4/29/2004
10509
$136.80
4/28/2004
10510
$4,707.54
4/21/2004
10511
$2,550.00
4/24/2004
10512
$525.30
4/28/2004
10513
$1,942.00
5/16/2004
10514
$8,623.45
5/23/2004
10515
$9,921.30
5/1/2004
10516
$2,381.05
4/29/2004
10517
$352.00
5/5/2004
10518
$4,150.05
5/1/2004
10519
$2,314.20
5/1/2004
10520
$200.00
5/2/2004
10521
$225.50
5/6/2004
10522
$2,318.24
5/30/2004
10523
$2,444.31
5/7/2004
10524
$3,192.65
5/23/2004
10525
$818.40
5/15/2004
10526
$1,151.40
5/7/2004
10527
$1,503.00
5/9/2004
10528
$392.20
5/9/2004
10529
$946.00
5/12/2004
10530
$4,180.00
5/19/2004
10531
$110.00
5/12/2004
10532
$796.35
5/22/2004
10533
$2,222.20
5/14/2004
10534
$465.70
5/21/2004
10535
$1,940.85
6/6/2004
10536
$1,645.00
5/19/2004
10537
$1,823.80
5/16/2004
10538
$139.80
5/23/2004
10539
$355.50
6/13/2004
10540
$10,191.70
5/29/2004
10541
$1,946.52
5/26/2004
10542
$469.11
5/23/2004
10543
$1,504.50
5/30/2004
10544
$417.20
6/26/2004
10545
$210.00
5/27/2004
10546
$2,812.00
6/2/2004
10547
$1,792.80
6/2/2004
10548
$240.10
5/30/2004
10549
$3,554.27
6/6/2004
10550
$683.30
6/6/2004
10551
$1,677.30
6/5/2004
10552
$880.50
6/3/2004
10553
$1,546.30
6/5/2004
10554
$1,728.52
6/4/2004
10555
$2,944.40
6/13/2004
10556
$835.20
6/6/2004
10557
$1,152.50
6/10/2004
10558
$2,142.90
6/13/2004
10559
$520.41
6/9/2004
10560
$1,072.42
6/9/2004
10561
$2,844.50
6/12/2004
10562
$488.70
6/24/2004
10563
$965.00
6/16/2004
10564
$1,234.05
6/18/2004
10565
$639.90
6/18/2004
10566
$1,761.00
6/17/2004
10567
$2,519.00

Source Data

Salesperson Reports Sample Workbook

Country
USA
UK
USA
USA
USA
UK
USA
UK
USA
UK
USA
USA
USA
USA
USA
USA
USA
UK
UK
USA
USA
USA
USA
USA
USA
UK
USA
USA
USA
UK
USA
UK
USA
UK
USA
USA
USA
USA
USA
UK
USA
UK
USA
UK
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA

Page 7

Salesperson
Leverling
Buchanan
Leverling
Callahan
Leverling
King
Peacock
Buchanan
Leverling
Dodsworth
Peacock
Davolio
Peacock
Leverling
Leverling
Fuller
Peacock
King
Dodsworth
Davolio
Fuller
Callahan
Peacock
Davolio
Leverling
King
Leverling
Fuller
Callahan
King
Davolio
Suyama
Peacock
King
Callahan
Callahan
Davolio
Davolio
Peacock
Buchanan
Peacock
King
Callahan
Suyama
Davolio
Peacock
Callahan
Fuller
Davolio
Peacock
Davolio
Leverling
Fuller
Peacock
Peacock
Callahan
Peacock
Leverling
Davolio
Callahan
Peacock
Peacock
Davolio
Callahan

Order Date OrderID Order Amount


7/9/2004
10568
$155.00
7/11/2004
10569
$890.00
6/19/2004
10570
$2,465.25
7/4/2004
10571
$550.59
6/25/2004
10572
$1,501.08
6/20/2004
10573
$2,082.00
6/30/2004
10574
$764.30
6/30/2004
10575
$2,147.40
6/30/2004
10576
$838.45
6/30/2004
10577
$569.00
7/25/2004
10578
$477.00
7/4/2004
10579
$317.75
7/1/2004
10580
$1,013.74
7/2/2004
10581
$310.00
7/14/2004
10582
$330.00
7/4/2004
10583
$2,237.50
7/4/2004
10584
$593.75
7/10/2004
10585
$142.50
7/9/2004
10586
$23.80
7/9/2004
10587
$807.38
7/10/2004
10588
$3,120.00
7/14/2004
10589
$72.00
7/14/2004
10590
$1,101.00
7/16/2004
10591
$812.50
7/16/2004
10592
$516.46
8/13/2004
10593
$1,994.40
7/16/2004
10594
$565.50
7/14/2004
10595
$4,725.00
8/12/2004
10596
$1,180.88
7/18/2004
10597
$718.08
7/18/2004
10598
$2,388.50
7/21/2004
10599
$493.00
7/21/2004
10600
$479.80
7/22/2004
10601
$2,285.00
7/22/2004
10602
$48.75
8/8/2004
10603
$1,483.00
7/29/2004
10604
$230.85
7/29/2004
10605
$4,109.69
7/31/2004
10606
$1,130.40
7/25/2004
10607
$6,475.40
8/1/2004
10608
$1,064.00
7/30/2004
10609
$424.00
8/6/2004
10610
$299.25
8/1/2004
10611
$808.00
8/1/2004
10612
$6,375.00
8/1/2004
10613
$353.20
8/1/2004
10614
$464.00
8/6/2004
10615
$120.00
8/5/2004
10616
$4,806.99
8/4/2004
10617
$1,402.50
8/8/2004
10618
$2,697.50
8/7/2004
10619
$1,260.00
8/14/2004
10620
$57.50
8/11/2004
10621
$758.50
8/11/2004
10622
$560.00
8/12/2004
10623
$1,336.95
8/19/2004
10624
$1,393.24
8/14/2004
10625
$479.75
8/20/2004
10626
$1,503.60
8/21/2004
10627
$1,185.75
8/20/2004
10628
$450.00
8/20/2004
10629
$2,775.05
8/19/2004
10630
$903.60
8/15/2004
10631
$55.80

Source Data

Salesperson Reports Sample Workbook

Country
USA
UK
USA
USA
USA
UK
USA
UK
USA
USA
UK
UK
USA
USA
UK
USA
UK
UK
UK
USA
USA
USA
UK
USA
UK
USA
USA
UK
USA
UK
USA
USA
USA
USA
UK
UK
USA
USA
USA
USA
UK
USA
USA
UK
USA
USA
UK
USA
USA
USA
USA
USA
USA
USA
USA
UK
USA
USA
USA
USA
USA
USA
USA
UK

Page 8

Salesperson
Callahan
King
Peacock
Callahan
Peacock
Suyama
Leverling
King
Peacock
Peacock
King
Suyama
Leverling
Peacock
Dodsworth
Peacock
Buchanan
Buchanan
Buchanan
Callahan
Peacock
Davolio
Buchanan
Davolio
Suyama
Fuller
Peacock
King
Callahan
King
Leverling
Fuller
Davolio
Davolio
King
King
Davolio
Fuller
Peacock
Davolio
Dodsworth
Fuller
Peacock
Buchanan
Fuller
Davolio
King
Callahan
Davolio
Leverling
Leverling
Fuller
Leverling
Peacock
Fuller
Dodsworth
Peacock
Davolio
Davolio
Fuller
Peacock
Leverling
Callahan
King

Order Date OrderID Order Amount


8/19/2004
10632
$589.00
8/18/2004
10633
$5,510.59
8/21/2004
10634
$4,985.50
8/21/2004
10635
$1,326.22
8/26/2004
10636
$629.50
8/26/2004
10637
$2,761.94
9/1/2004
10638
$2,720.05
8/27/2004
10639
$500.00
8/28/2004
10640
$708.75
8/26/2004
10641
$2,054.00
9/5/2004
10642
$696.00
9/2/2004
10643
$814.50
9/1/2004
10644
$1,371.80
9/2/2004
10645
$1,535.00
9/3/2004
10646
$1,446.00
9/3/2004
10647
$636.00
9/9/2004
10648
$372.37
8/29/2004
10649
$1,434.00
9/3/2004
10650
$1,779.20
9/11/2004
10651
$397.80
9/8/2004
10652
$318.84
9/19/2004
10653
$1,083.15
9/11/2004
10654
$601.83
9/11/2004
10655
$154.40
9/10/2004
10656
$604.21
9/15/2004
10657
$4,371.60
9/8/2004
10658
$4,464.60
9/10/2004
10659
$1,227.02
10/15/2004
10660
$1,701.00
9/15/2004
10661
$562.60
9/18/2004
10662
$125.00
10/3/2004
10663
$1,930.40
9/19/2004
10664
$1,288.39
9/17/2004
10665
$1,295.00
9/22/2004
10666
$4,666.94
9/19/2004
10667
$1,536.80
9/23/2004
10668
$625.27
9/22/2004
10669
$570.00
9/18/2004
10670
$2,301.75
9/24/2004
10671
$920.10
9/26/2004
10672
$3,815.25
9/19/2004
10673
$412.35
9/30/2004
10674
$45.00
9/23/2004
10675
$1,423.00
9/29/2004
10676
$534.85
9/26/2004
10677
$813.36
10/16/2004
10678
$5,256.50
9/30/2004
10679
$660.00
9/26/2004
10680
$1,261.88
9/30/2004
10681
$1,287.40
10/1/2004
10682
$375.50
10/1/2004
10683
$63.00
9/30/2004
10684
$1,768.00
10/3/2004
10685
$801.10
10/8/2004
10686
$1,404.45
10/30/2004
10687
$4,960.90
10/7/2004
10688
$3,160.60
10/7/2004
10689
$472.50
10/3/2004
10690
$862.50
10/22/2004
10691
$10,164.80
10/13/2004
10692
$878.00
10/10/2004
10693
$2,071.20
10/9/2004
10694
$4,825.00
10/14/2004
10695
$642.00

Source Data

Salesperson Reports Sample Workbook

Country
USA
USA
USA
USA
USA
UK
USA
UK
UK
UK
USA
USA
UK
USA
USA
UK
USA
USA
UK
USA
USA
USA
USA
USA
USA
UK
USA
USA
USA
USA
USA
USA
USA
USA
UK
UK
USA
USA
USA
UK
UK
USA
USA
USA
USA
USA
USA
USA
UK
UK
USA
UK
USA
USA
UK
USA
USA
USA
UK
USA
USA
UK
USA
USA

Page 9

Salesperson
Callahan
Leverling
Peacock
Leverling
Leverling
Suyama
Peacock
Suyama
Suyama
Dodsworth
Callahan
Peacock
Suyama
Davolio
Davolio
Buchanan
Leverling
Davolio
Buchanan
Leverling
Peacock
Davolio
Davolio
Callahan
Callahan
Buchanan
Callahan
Leverling
Callahan
Peacock
Peacock
Fuller
Peacock
Callahan
Buchanan
King
Leverling
Davolio
Fuller
Suyama
Dodsworth
Fuller
Fuller
Leverling
Peacock
Peacock
Leverling
Davolio
Suyama
Dodsworth
Davolio
Suyama
Leverling
Peacock
Dodsworth
Leverling
Fuller
Leverling
Suyama
Peacock
Callahan
Suyama
Leverling
Leverling

Order Date OrderID Order Amount


10/14/2004
10696
$996.00
10/14/2004
10697
$805.43
10/17/2004
10698
$3,436.45
10/13/2004
10699
$114.00
10/16/2004
10700
$1,638.40
10/15/2004
10701
$2,864.50
10/21/2004
10702
$330.00
10/20/2004
10703
$2,545.00
11/7/2004
10704
$595.50
11/18/2004
10705
$378.00
10/21/2004
10706
$1,893.00
10/23/2004
10707
$1,641.00
11/5/2004
10708
$180.40
11/20/2004
10709
$3,424.00
10/23/2004
10710
$93.50
10/29/2004
10711
$4,451.70
10/31/2004
10712
$1,233.48
10/24/2004
10713
$2,827.90
10/27/2004
10714
$2,205.75
10/29/2004
10715
$1,296.00
10/27/2004
10716
$706.00
10/29/2004
10717
$1,270.75
10/29/2004
10718
$3,463.00
11/5/2004
10719
$844.25
11/5/2004
10720
$550.00
10/31/2004
10721
$923.87
11/4/2004
10722
$1,570.00
11/25/2004
10723
$468.45
11/5/2004
10724
$638.50
11/5/2004
10725
$287.80
12/5/2004
10726
$655.00
12/5/2004
10727
$1,624.50
11/11/2004
10728
$1,296.75
11/14/2004
10729
$1,850.00
11/14/2004
10730
$484.25
11/14/2004
10731
$1,890.50
11/7/2004
10732
$360.00
11/10/2004
10733
$1,459.00
11/12/2004
10734
$1,498.35
11/21/2004
10735
$536.40
11/21/2004
10736
$997.00
11/18/2004
10737
$139.80
11/18/2004
10738
$52.35
11/17/2004
10739
$240.00
11/25/2004
10740
$1,416.00
11/18/2004
10741
$228.00
11/18/2004
10742
$3,118.00
11/21/2004
10743
$319.20
11/24/2004
10744
$736.00
11/27/2004
10745
$4,529.80
11/21/2004
10746
$2,311.70
11/26/2004
10747
$1,912.85
11/28/2004
10748
$2,196.00
12/19/2004
10749
$1,080.00
11/24/2004
10750
$1,590.56
12/3/2004
10751
$1,631.48
11/28/2004
10752
$252.00
11/27/2004
10753
$88.00
11/27/2004
10754
$55.20
11/28/2004
10755
$1,948.50
12/2/2004
10756
$1,990.00
12/15/2004
10757
$3,082.00
12/4/2004
10758
$1,644.60
12/12/2004
10759
$320.00

Source Data

Salesperson Reports Sample Workbook

Country
USA
UK
USA
USA
UK
USA
USA
USA
USA
USA
USA
UK
USA
USA
USA
UK
USA
UK
USA
USA
USA
USA
UK
USA
USA
USA
USA
USA
USA
USA
UK
UK
USA
USA
UK
USA
USA
UK
USA
UK
USA
USA
USA
USA
UK
USA
USA
USA
USA
UK
USA
USA
UK
USA
USA
USA
USA
USA
UK
USA
USA
USA
UK
UK

Page 10

Salesperson
Peacock
Buchanan
Leverling
Leverling
Suyama
Leverling
Peacock
Peacock
Leverling
Leverling
Callahan
Dodsworth
Leverling
Davolio
Peacock
King
Davolio
King
Leverling
Leverling
Fuller
Fuller
Dodsworth
Peacock
Peacock
Davolio
Callahan
Fuller
Davolio
Davolio
Suyama
Suyama
Davolio
Leverling
Suyama
Callahan
Leverling
King
Fuller
Dodsworth
Davolio
Peacock
Peacock
Peacock
Suyama
Fuller
Leverling
Peacock
Fuller
King
Fuller
Callahan
Buchanan
Davolio
Leverling
Fuller
Peacock
Leverling
King
Fuller
Leverling
Davolio
Suyama
Buchanan

Order Date OrderID Order Amount


12/10/2004
10760
$2,917.00
12/8/2004
10761
$507.00
12/9/2004
10762
$4,337.00
12/8/2004
10763
$616.00
12/8/2004
10764
$2,286.00
12/9/2004
10765
$1,515.60
12/9/2004
10766
$2,310.00
12/15/2004
10767
$28.00
12/15/2004
10768
$1,477.00
12/12/2004
10769
$1,684.27
12/17/2004
10770
$236.25
1/2/2004
10771
$344.00
12/19/2004
10772
$3,603.22
12/16/2004
10773
$2,030.40
12/12/2004
10774
$868.75
12/26/2004
10775
$228.00
12/18/2004
10776
$6,635.27
1/21/2005
10777
$224.00
12/24/2004
10778
$96.50
1/14/2005
10779
$1,335.00
12/25/2004
10780
$720.00
12/19/2004
10781
$975.88
12/22/2004
10782
$12.50
12/19/2004
10783
$1,442.50
12/22/2004
10784
$1,488.00
12/24/2004
10785
$387.50
12/23/2004
10786
$1,531.08
12/26/2004
10787
$2,622.76
1/19/2005
10788
$731.50
12/31/2004
10789
$3,687.00
12/26/2004
10790
$722.50
1/1/2005
10791
$1,829.76
12/31/2004
10792
$399.85
1/8/2005
10793
$191.10
1/2/2005
10794
$314.76
1/20/2005
10795
$2,158.00
1/14/2005
10796
$2,341.36
1/5/2005
10797
$420.00
1/5/2005
10798
$446.60
1/5/2005
10799
$1,553.50
1/5/2005
10800
$1,468.93
12/31/2004
10801
$3,026.85
1/2/2005
10802
$2,942.81
1/6/2005
10803
$1,193.01
1/7/2005
10804
$2,278.40
1/9/2005
10805
$2,775.00
1/5/2005
10806
$439.60
1/30/2005
10807
$18.40
1/9/2005
10808
$1,411.00
1/7/2005
10809
$140.00
1/7/2005
10810
$187.00
1/8/2005
10811
$852.00
1/12/2005
10812
$1,692.80
1/9/2005
10813
$602.40
1/14/2005
10814
$1,788.45
1/14/2005
10815
$40.00
2/4/2005
10816
$8,446.45
1/13/2005
10817
$10,952.84
1/12/2005
10818
$833.00
1/16/2005
10819
$477.00
1/13/2005
10820
$1,140.00
1/15/2005
10821
$678.00
1/16/2005
10822
$237.90
1/13/2005
10823
$2,826.00

Source Data

Salesperson Reports Sample Workbook

Country
USA
USA
UK
USA
UK
UK
USA
USA
USA
UK
USA
USA
UK
UK
USA
USA
USA
UK
USA
USA
USA
USA
USA
USA
UK
UK
USA
UK
USA
UK
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
UK
UK
UK
UK
UK
UK
UK
USA
UK
USA
UK
USA
USA
USA
UK
USA
USA
USA
USA
UK
USA
USA

Page 11

Salesperson
Callahan
Davolio
Suyama
Davolio
Dodsworth
Dodsworth
Peacock
Leverling
Fuller
Suyama
Davolio
Davolio
King
Dodsworth
Leverling
Leverling
Peacock
Buchanan
Davolio
Peacock
Callahan
Callahan
Fuller
Peacock
King
Dodsworth
Davolio
Buchanan
Callahan
Dodsworth
Leverling
Leverling
Leverling
Callahan
Fuller
Davolio
Leverling
Peacock
Callahan
Peacock
Peacock
Fuller
Buchanan
Suyama
King
Buchanan
Buchanan
Dodsworth
Buchanan
Peacock
Buchanan
Peacock
King
Davolio
Peacock
Leverling
King
Peacock
Peacock
Callahan
Peacock
Suyama
Davolio
Callahan

Order Date OrderID Order Amount


1/30/2005
10824
$250.80
1/14/2005
10825
$1,030.76
2/6/2005
10826
$730.00
2/6/2005
10827
$843.00
2/4/2005
10828
$932.00
1/23/2005
10829
$1,764.00
1/21/2005
10830
$1,974.00
1/23/2005
10831
$2,684.40
1/19/2005
10832
$475.11
1/23/2005
10833
$906.93
1/19/2005
10834
$1,432.71
1/21/2005
10835
$845.80
1/21/2005
10836
$4,705.50
1/23/2005
10837
$1,064.50
1/23/2005
10838
$1,938.38
1/22/2005
10839
$827.55
2/16/2005
10840
$211.20
1/29/2005
10841
$4,581.00
1/29/2005
10842
$975.00
1/26/2005
10843
$159.00
1/26/2005
10844
$735.00
1/30/2005
10845
$3,812.70
1/23/2005
10846
$1,112.00
2/10/2005
10847
$4,931.92
1/29/2005
10848
$931.50
1/30/2005
10849
$967.82
1/30/2005
10850
$629.00
2/2/2005
10851
$2,603.00
1/30/2005
10852
$2,984.00
2/3/2005
10853
$625.00
2/5/2005
10854
$2,966.50
2/4/2005
10855
$2,227.89
2/10/2005
10856
$660.00
2/6/2005
10857
$2,048.22
2/3/2005
10858
$649.00
2/2/2005
10859
$1,078.69
2/4/2005
10860
$519.00
2/17/2005
10861
$3,523.40
2/2/2005
10862
$581.00
2/17/2005
10863
$441.15
2/9/2005
10864
$282.00
2/12/2005
10865
$16,387.50
2/12/2005
10866
$1,096.20
2/11/2005
10867
$98.40
2/23/2005
10868
$1,920.60
2/9/2005
10869
$1,630.00
2/13/2005
10870
$160.00
2/10/2005
10871
$1,979.23
2/9/2005
10872
$2,058.46
2/9/2005
10873
$336.80
2/11/2005
10874
$310.00
3/3/2005
10875
$709.55
2/12/2005
10876
$917.00
2/19/2005
10877
$1,955.13
2/12/2005
10878
$1,539.00
2/12/2005
10879
$611.30
2/18/2005
10880
$1,500.00
2/18/2005
10881
$150.00
2/20/2005
10882
$892.64
2/20/2005
10883
$36.00
2/13/2005
10884
$1,378.07
2/18/2005
10885
$1,209.00
3/2/2005
10886
$3,127.50
2/16/2005
10887
$70.00

Source Data

Salesperson Reports Sample Workbook

Country
USA
UK
UK
UK
USA
UK
USA
USA
UK
USA
USA
UK
USA
USA
USA
USA
USA
UK
USA
UK
USA
USA
USA
USA
USA
USA
UK
USA
USA
USA
USA
USA
USA
USA
UK
UK
USA
USA
USA
USA
USA
UK
USA
USA
USA
UK
USA
USA
USA
UK
USA
USA
USA
UK
UK
USA
UK
USA
USA
USA
USA
USA
USA
UK

Page 12

Salesperson
Davolio
Dodsworth
King
King
Peacock
Dodsworth
Davolio
Leverling
King
Leverling
Peacock
Buchanan
Davolio
Peacock
Davolio
Leverling
Leverling
Dodsworth
Peacock
Suyama
Peacock
Davolio
Davolio
Leverling
Fuller
Peacock
Suyama
Fuller
Davolio
Peacock
Leverling
Fuller
Peacock
Davolio
Buchanan
King
Leverling
Leverling
Peacock
Peacock
Davolio
Suyama
Peacock
Peacock
Callahan
Suyama
Leverling
Peacock
Leverling
King
Leverling
Fuller
Callahan
King
Dodsworth
Peacock
Suyama
Peacock
Davolio
Leverling
Leverling
Fuller
Davolio
Dodsworth

Order Date OrderID Order Amount


2/23/2005
10888
$605.00
2/23/2005
10889
$11,380.00
2/18/2005
10890
$860.10
2/19/2005
10891
$368.93
2/19/2005
10892
$2,090.00
2/20/2005
10893
$5,502.11
2/20/2005
10894
$2,753.10
2/23/2005
10895
$6,379.40
2/27/2005
10896
$750.50
2/25/2005
10897
$10,835.24
3/6/2005
10898
$30.00
2/26/2005
10899
$122.40
3/4/2005
10900
$33.75
2/26/2005
10901
$934.50
3/3/2005
10902
$863.43
3/4/2005
10903
$932.05
2/27/2005
10904
$1,924.25
3/6/2005
10905
$342.00
3/3/2005
10906
$427.50
2/27/2005
10907
$108.50
3/6/2005
10908
$663.10
3/10/2005
10909
$670.00
3/4/2005
10910
$452.90
3/5/2005
10911
$858.00
3/18/2005
10912
$6,200.55
3/4/2005
10913
$768.75
3/2/2005
10914
$537.50
3/2/2005
10915
$539.50
3/9/2005
10916
$686.70
3/11/2005
10917
$365.89
3/11/2005
10918
$1,447.50
3/4/2005
10919
$1,122.80
3/9/2005
10920
$390.00
3/9/2005
10921
$1,936.00
3/5/2005
10922
$742.50
3/13/2005
10923
$748.80
4/8/2005
10924
$1,835.70
3/13/2005
10925
$475.15
3/11/2005
10926
$514.40
4/8/2005
10927
$800.00
3/18/2005
10928
$137.50
3/12/2005
10929
$1,174.75
3/18/2005
10930
$2,255.50
3/19/2005
10931
$799.20
3/24/2005
10932
$1,788.63
3/16/2005
10933
$920.60
3/12/2005
10934
$500.00
3/18/2005
10935
$619.50
3/18/2005
10936
$456.00
3/13/2005
10937
$644.80
3/16/2005
10938
$2,731.87
3/13/2005
10939
$637.50
3/23/2005
10940
$360.00
3/20/2005
10941
$4,011.75
3/18/2005
10942
$560.00
3/19/2005
10943
$711.00
3/13/2005
10944
$1,025.33
3/18/2005
10945
$245.00
3/19/2005
10946
$1,407.50
3/16/2005
10947
$220.00
3/19/2005
10948
$2,362.25
3/17/2005
10949
$4,422.00
3/23/2005
10950
$110.00
4/7/2005
10951
$458.74

Source Data

Salesperson Reports Sample Workbook

Country
USA
UK
UK
USA
UK
USA
UK
UK
USA
USA
USA
UK
USA
UK
USA
USA
USA
USA
UK
USA
USA
UK
USA
USA
USA
USA
UK
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
UK
USA
USA
USA
USA
USA
UK
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
UK

Page 13

Salesperson
Davolio
Dodsworth
Buchanan
Callahan
Suyama
Callahan
King
Suyama
Leverling
Callahan
Callahan
Dodsworth
Leverling
Suyama
Peacock
Fuller
Davolio
Davolio
Dodsworth
Fuller
Peacock
Suyama
Leverling
Davolio
Davolio
Callahan
Dodsworth
Callahan
Peacock
Davolio
Fuller
Fuller
Davolio
Fuller
Callahan
Callahan
Leverling
Fuller
Fuller
Davolio
Davolio
King
Fuller
Davolio
Peacock
Callahan
Callahan
Suyama
Fuller
Fuller
Peacock
Leverling
Leverling
Fuller
Leverling
Callahan
Fuller
Fuller
Leverling
Davolio
Fuller
Fuller
Fuller
Dodsworth

Order Date OrderID Order Amount


3/24/2005
10952
$471.20
3/25/2005
10953
$4,441.25
3/20/2005
10954
$1,659.53
3/20/2005
10955
$74.40
3/20/2005
10956
$677.00
3/27/2005
10957
$1,762.70
3/27/2005
10958
$781.00
3/23/2005
10959
$131.75
4/8/2005
10960
$265.35
3/30/2005
10961
$1,119.90
3/23/2005
10962
$3,584.00
3/26/2005
10963
$57.80
3/24/2005
10964
$2,052.50
3/30/2005
10965
$848.00
4/8/2005
10966
$1,098.46
4/2/2005
10967
$910.40
4/1/2005
10968
$1,408.00
3/30/2005
10969
$108.00
4/24/2005
10970
$224.00
4/2/2005
10971
$1,733.06
3/26/2005
10972
$251.50
3/27/2005
10973
$291.55
4/3/2005
10974
$439.00
3/27/2005
10975
$717.50
4/3/2005
10976
$912.00
4/10/2005
10977
$2,233.00
4/23/2005
10978
$1,303.19
3/31/2005
10979
$4,813.50
4/17/2005
10980
$248.00
4/2/2005
10981
$15,810.00
4/8/2005
10982
$1,014.00
4/6/2005
10983
$720.90
4/3/2005
10984
$1,809.75
4/2/2005
10985
$2,023.38
4/21/2005
10986
$2,220.00
4/6/2005
10987
$2,772.00
4/10/2005
10988
$3,574.80
4/2/2005
10989
$1,353.60
4/7/2005
10990
$4,288.85
4/7/2005
10991
$2,296.00
4/3/2005
10992
$69.60
4/10/2005
10993
$4,895.44
4/9/2005
10994
$940.50
4/6/2005
10995
$1,196.00
4/10/2005
10996
$560.00
4/13/2005
10997
$1,885.00
4/17/2005
10998
$686.00
4/10/2005
10999
$1,197.95
4/14/2005
11000
$903.75
4/14/2005
11001
$2,769.00
4/16/2005
11002
$1,811.10
4/8/2005
11003
$326.00
4/20/2005
11004
$295.38
4/10/2005
11005
$586.00
4/15/2005
11006
$329.69
4/13/2005
11007
$2,633.90
4/10/2005
11009
$616.50
4/21/2005
11010
$645.00
4/13/2005
11011
$933.50
4/17/2005
11012
$2,825.30
4/10/2005
11013
$361.00
4/15/2005
11014
$243.18
4/20/2005
11015
$622.35
4/13/2005
11016
$491.50

Source Data

Salesperson Reports Sample Workbook

Country
UK
USA
USA
USA
USA
USA
UK
USA
USA
USA
USA
UK
UK
USA
UK
USA
USA
USA
UK
USA
USA
USA
UK
USA
USA
UK
UK
USA
USA
USA
USA

Page 14

Salesperson
Dodsworth
Peacock
Fuller
Leverling
Davolio
Peacock
Suyama
Peacock
Davolio
Fuller
Peacock
King
Suyama
Fuller
King
Callahan
Fuller
Callahan
King
Davolio
Leverling
Fuller
Buchanan
Peacock
Callahan
King
King
Leverling
Fuller
Callahan
Leverling

Order Date OrderID Order Amount


4/20/2005
11017
$6,750.00
4/16/2005
11018
$1,575.00
4/16/2005
11020
$632.40
4/21/2005
11021
$6,306.24
4/24/2005
11023
$1,500.00
4/20/2005
11024
$1,966.81
4/24/2005
11025
$270.00
4/28/2005
11026
$1,030.00
4/20/2005
11027
$877.72
4/22/2005
11028
$2,160.00
4/27/2005
11029
$1,286.80
4/27/2005
11030
$12,615.05
4/24/2005
11031
$2,393.50
4/23/2005
11032
$8,902.50
4/23/2005
11033
$3,232.80
4/27/2005
11034
$539.40
4/24/2005
11035
$1,754.50
4/22/2005
11036
$1,692.00
4/27/2005
11037
$60.00
4/30/2005
11038
$732.60
4/28/2005
11041
$1,773.00
5/1/2005
11042
$405.75
4/29/2005
11043
$210.00
5/1/2005
11044
$591.60
4/24/2005
11046
$1,485.80
5/1/2005
11047
$817.87
4/30/2005
11048
$525.00
5/1/2005
11052
$1,332.00
4/29/2005
11053
$3,055.00
5/1/2005
11056
$3,740.00
5/1/2005
11057
$45.00

Source Data

Salesperson Reports Sample Workbook

Salesperson
Buchanan
Callahan
Davolio
Dodsworth
Fuller
King
Leverling
Peacock
Suyama
Grand Total

Order Amount
$68,792
$123,033
$182,500
$75,048
$162,504
$116,963
$201,196
$225,764
$72,528
$1,228,327

Order Amounts

A simple report: total orders for each salesperson


In a few steps, you can compare total sales for each salesperson. This
report is easy to create: click a cell in the source data, click PivotTable
and PivotChart Report on the Data menu, and click Finish. Drag the
Salesperson field from the PivotTable Field List window that appears to
the row area (if you're not sure how to do that, just click Row Area in the
field list's dropdown and then click Add To). Drag the Order Amount field
to the data area, and you're done.
If you want to compare total amounts by country instead of by
salesperson, drag the salesperson field out of the report and drag the
Country field to the row area instead.
In this report and others in this workbook, the cents are rounded up to
whole dollars. To do that for a field that includes cents, double-click the
field, click Number, click Currency, and enter zero in the Decimal
places field. The report also has the Report 5 format: click the Format
Report button on the PivotTable toolbar to apply this format.

Page 15

Salesperson Reports Sample Workbook

A
1
2
3
4
5
6
7
8
9
10
11
12
13

Country

Orders by Country

UK
Comparing sales one country at a time

Salesperson
Buchanan
Dodsworth
King
Suyama
Grand Total

Page 16

Order Amount
$68,792
$75,048
$116,963
$72,528
$333,331

The Country field in this report is a page field. You can use this field to
display three different pages: individual pages for the two countries, and
the (All) page that summarizes data for both countries.
Cell B1 contains the item currently displayed in the page field. To change
the page, click the dropdown arrow in cell B1, click the item you want to
view, and then click OK.

Salesperson Reports Sample Workbook

Country

Orders Sorted

(All)
Sorting the rows from largest to smallest sales

Salesperson
Peacock
Leverling
Davolio
Fuller
Callahan
King
Dodsworth
Suyama
Buchanan
Grand Total

Page 17

Order Amount
$225,764
$201,196
$182,500
$162,504
$123,033
$116,963
$75,048
$72,528
$68,792
$1,228,327

Initially, the items in a field are either sorted in ascending order or


displayed in the order received from the source database, depending on
the type of source data you use. For example, in the reports on the Order
Amounts and Orders by Country worksheets, the names of the
salespersons are alphabetized.
In this report, the items in the Salesperson field have been sorted
according to their order amounts, using the Sort and Top 10 command
on the PivotTable menu (PivotTable toolbar). Once you use this
command to sort a field, the field retains the sort order even if you
rearrange or update the report. For example, if data for a new salesperson
is added within the source data range and you then refresh the report, the
row for the new salesperson will appear in the report ranked by order
amount.

Salesperson Reports Sample Workbook

Country

Top 5

(All)
Finding the top five salespersons in one step

Salesperson
Callahan
Davolio
Fuller
Leverling
Peacock
Grand Total

Order Amount
$123,033
$182,500
$162,504
$201,196
$225,764
$894,996

The Salesperson field appears blue because the field has been filtered to
display the salespersons with the top five order amounts. The rest of the
salespersons no longer appear in the report, and the grand total includes
only the top five order amounts.
The field isn't sorted, but you can display a field both filtered and sorted if
you want: for example, you could sort the top five salespersons from the
greatest to least order amount.
Use the Sort and Top 10 command on the PivotTable menu
(PivotTable toolbar) to set these options.

Page 18

Salesperson Reports Sample Workbook

Country

UK

Quarters
Qtr1

Salesperson

Quarter by Salesperson

Comparing salesperson performance quarter-by-quarter


Order Amount

Buchanan
Dodsworth
King
Suyama

$22,719
$32,480
$34,866
$18,903

Buchanan
Dodsworth
King
Suyama

$6,858
$14,920
$38,584
$18,107

Buchanan
Dodsworth
King
Suyama

$16,035
$9,649
$21,950
$14,276

Buchanan
Dodsworth
King
Suyama

$23,181
$17,999
$21,563
$21,241

Qtr2

Qtr3

Qtr4

Grand Total

Page 19

$333,331

This report has two row fields. Quarters is an outer row field; Salesperson
is now an inner row field. The report repeats items in an inner row field as
necessary for each outer row field item, so the name of each salesperson
appears four times, once in each quarter.
If you look at the Source Data worksheet, you'll notice that there is no
Quarters column. The Quarters field was created from the Order Date field
by grouping the dates in the field, using the Group and Show Detail
commands on the shortcut menu. Excel allows you to group dates in
several ways including by year, month, or day. You can also use seven-day
groups to group by week.
For other types of data, you can create appropriate groupings: you can
group numbers by intervals such as tens or hundreds, and you can group
other types of items manually, by selecting the specific items to combine.

Salesperson Reports Sample Workbook

Country

UK

Salesperson
Buchanan

Quarters

Salesperson by Quarter

Comparing quarterly results for each salesperson


Order Amount

Qtr1
Qtr2
Qtr3
Qtr4

$22,719
$6,858
$16,035
$23,181
$68,792

Qtr1
Qtr2
Qtr3
Qtr4

$32,480
$14,920
$9,649
$17,999
$75,048

Qtr1
Qtr2
Qtr3
Qtr4

$34,866
$38,584
$21,950
$21,563
$116,963

Qtr1
Qtr2
Qtr3
Qtr4

$18,903
$18,107
$14,276
$21,241
$72,528

Buchanan Total
Dodsworth

Dodsworth Total
King

King Total
Suyama

Suyama Total
Grand Total

Page 20

$333,331

In this report, the positions of the Quarters and Salesperson fields have
been swapped, so that Salesperson is now an outer row field and Quarters
is an inner row field. This change is very easy to make: click the inner row
field and drag it to the left of the outer row field.
From this simple change, the report now breaks down each salesperson's
performance by quarter, instead of breaking down each quarter's sales by
salesperson.

Salesperson Reports Sample Workbook

Country
UK
UK
UK
UK
UK
UK
UK
UK
UK
UK
UK
UK
UK
UK
UK
UK

Page 21

Salesperson Order Date OrderID Order Amount


Buchanan
3/20/2005
10954
1659.53
Buchanan
3/5/2005
10922
742.50
Buchanan
2/26/2005
10899
122.40
Buchanan
2/11/2005
10874
310.00
Buchanan
2/9/2005
10872
2058.46
Buchanan
2/13/2005
10870
160.00
Buchanan
2/9/2005
10869
1630.00
Buchanan
2/12/2005
10866
1096.20
Buchanan
2/2/2005
10851
2603.00
Buchanan
1/29/2005
10841
4581.00
Buchanan
1/13/2005
10823
2826.00
Buchanan
1/12/2005
10812
1692.80
Buchanan
3/25/2004
10477
558.00
Buchanan
3/21/2004
10474
1249.10
Buchanan
3/6/2004
10463
713.30
Buchanan
1/2/2004
10397
716.72

Details

Viewing the details behind a summarized amount


Which individual orders contributed to Buchanan's first-quarter order
amount? You can easily list the records from the source data that are
summarized in a particular data cell, just by double-clicking the cell. Excel
creates a new worksheet like this one with a copy of the data. You can
format, sort, and filter this detail data without affecting the PivotTable
report or the original source data.
This feature is available for most types of source data, and is particularly
useful with source data taken from external databases, where you don't
have a separate Excel source data worksheet to view.

Salesperson Reports Sample Workbook

1
2

A
Country

3 Quarters
4 Qtr1
5
6
7
8
9
10 Qtr2
11
12
13
14
15
16 Qtr3
17
18
19
20
21
22 Qtr4
23
24
25
26
27
28 Grand Total

Page 22

Percent of Total

UK
Showing summarized amounts as a percentage of the total
Salesperson

Order
Amount

Percent of
Order Total

Buchanan
Dodsworth
King
Suyama

$22,719
$32,480
$34,866
$18,903

7%
10%
10%
6%

Buchanan
Dodsworth
King
Suyama

$6,858
$14,920
$38,584
$18,107

2%
4%
12%
5%

Buchanan
Dodsworth
King
Suyama

$16,035
$9,649
$21,950
$14,276

5%
3%
7%
4%

Buchanan
Dodsworth
King
Suyama

$23,181
$17,999
$21,563
$21,241

7%
5%
6%
6%

$333,331

100%

So far the reports in this workbook have all summarized data by adding up
total amounts. The Percent of Order Total field in this report uses another
form of summary, called a custom calculation, to present the combined
data.
Each value in column D indicates the percentage of the total of all order
amounts. For example, cell D5 indicates that Buchanan's first-quarter sales
were seven percent of the grand total for all quarters and salespersons.
Excel provides several types of custom calculations for data fields. To see
what's available, double-click the Percent of Order Total field and look at
the Show data as dropdown list.

Salesperson Reports Sample Workbook

Country

Salesperson
Buchanan

Bonus Amount

UK

Quarters
Qtr1
Qtr2
Qtr3
Qtr4

Calculating a bonus or commission


Order
Amount

Bonus
Amount

$22,719
$6,858
$16,035
$23,181
$68,792

15%
10%
10%
15%
15%

Qtr1
Qtr2
Qtr3
Qtr4

$32,480
$14,920
$9,649
$17,999
$75,048

15%
10%
10%
10%
15%

Qtr1
Qtr2
Qtr3
Qtr4

$34,866
$38,584
$21,950
$21,563
$116,963

15%
15%
15%
15%
15%

Qtr1
Qtr2
Qtr3
Qtr4

$18,903
$18,107
$14,276
$21,241
$72,528

10%
10%
10%
15%
15%

$333,331

15%

Buchanan Total
Dodsworth

Dodsworth Total
King

King Total
Suyama

Suyama Total
Grand Total

Page 23

This report shows you how to add your own formula to a PivotTable
report. The Bonus Amount field displays 15% if the order amount is
greater than $20,000, or 10% of the amount is less.
To view this formula, click PivotTable on the PivotTable toolbar, point
to Formulas, and then click Calculated Field. In the Name box, click
Bonus Amount.
You could easily change this field to calculate the dollar amount of each
bonus payment. Change the formula in the Formula box to read as
follows, and then click Modify and OK:
=IF('Order Amount' >20000, 15%*'Order Amount', 10%*'Order Amount')
After you make this change, you'll want to express the amounts as dollars
rather than percentages: double-click the Bonus Amount field, click
Number, and set the number format to Currency.

Salesperson Reports Sample Workbook

Chart

Country
Sum of Order Amount
250000

200000

150000

Quarters
Qtr4
Qtr3
Qtr2
Qtr1

100000

50000

0
Buchanan
Salesperson

Page 24

Callahan

Davolio

Dodsworth

Fuller

King

Leverling

Peacock

Suyama

Salesperson Reports Sample Workbook

Chart Instructions

PivotChart Report on the Chart Sheet


The chart on the Chart sheet is a PivotChart report that provides a graphical representation of the summarized data used in the PivotTable
reports in this workbook. A PivotChart report has many features similar to a PivotTable report: you can change the layout, sort, filter, and
group the data.
To create a PivotChart report, run the PivotTable and PivotChart Report wizard, in step 1 select PivotChart (with PivotTable), and then
complete the steps of the wizard as you would for a PivotTable report. Or, if you already have a PivotTable report that you want to chart,
click the report and then click the Chart Wizard button on the PivotTable toolbar.
A PivotChart report always has a dependency on a PivotTable report that provides the data to be charted, called the associated PivotTable
report. When you make changes to a PivotChart report, its associated PivotTable report reflects the changes. To allow you to make changes
to the example PivotChart report without affecting any of the example PivotTable reports, the PivotChart report was created independently
from the source data. The associated PivotTable report for the example is hidden. If you want to see it, point to Sheet on the Format
menu, click Unhide, and then click Data for Chart.
A new PivotChart report always appears on a separate chart sheet, because PivotChart reports tend to include lots of data and therefore
usually need plenty of space. You can easily move a PivotChart report onto a worksheet, for example to put it on the same worksheet as its
associated PivotTable report. Just click the chart and click Location on the Chart menu.

You can use most of the chart type, formatting, and options available for regular charts to customize a PivotChart report. For more
information, ask the Excel Answer Wizard about PivotChart reports.

Page 25