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DISC 112: Assignment 6

Lab section 2 (02:30 pm 04:50 pm)
Roll no.: _______________________ Date: 3 March 2017

Download the excel file CustomerOrders-L2 from Assignment 6 tab.

Save the downloaded file in D Drive and name it after your roll number (e.g.
2011001).
This assignment can be completed in groups but must be submitted individually.
From each group, one assignment would be marked and the marks obtained in
marked assignment would be assigned to all group members.
The assignment is divided into five parts.
The total marks for the assignment are 30.

Description of the data set:

The data set in file contains information of individual customer orders delivered from a
supermarket.
The data offers information on the following attributes:
Order ID; Order Date; Customer ID; Customer Name; Address of customer; City; State;
ZIP/Postal Code; Country/Region; Salesperson; Region; Shipped Date; Shipper Name; Ship
Name; Ship Address; Ship City; Ship State; Ship ZIP/Postal Code; Ship Country/Region;
Payment Type; Category; Unit Price; Quantity delivered; Revenue and Shipping Fee

Assignment instructions:

Preliminary task:

Create a new worksheet and name it My Profile. Provide the information regarding your
name, roll number, group number and roll numbers of your group members in the newly
created worksheet:

The filled cells of the worksheet should look like the following:
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There are no marks allocated to the preliminary task. However, if the preliminary task is not
done correctly there will a penalty of 5 marks from the assignment total marks.

In this assignment you are required to prepare an interactive dashboard a large data
set provided to you. Follow the steps in parts A-E to prepare the dashboard.

DISCLAIMER: The charts and tables presented as expected output after each part are
not based on the data set of this assignment. Your tables and charts should be similar
to the samples given here but the exact values would differ.

Part A (7 marks):

Go to the worksheet titled Order Details and perform the following tasks:

1. Insert a pivot table for the data set in an empty worksheet. Name this 1
worksheet "Monthly revenue trend".

2. Order Date must appear in the row field of the pivot table and aggregate 1
revenue in values field.

3. Group order date by months such that the pivot table appears as the image 1
below.
4. Format the revenue numbers in accounting number format with 0 decimal 0.5
places.

5. Insert a pivot chart (line chart) to demonstrate the revenue trend for all 1
months (January-December).

6. a. Hide all field buttons on the chart 1.5

b. Format the line chart such that the legend and y-axis are removed.
c. Add data labels to the individual bars in the chart. Also, adjust the size
of plot area to make the data labels readable
d. Insert chart title "Monthly Revenue Trend"

7. Add a filer for category (product category) in the pivot table. Do not apply 1
any filter yet.
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After completing till step 4 of part A the pivot table should appear as:

After completing Part A, the output graph should appear as the image below:
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Part B (7 marks):

Go to the worksheet titled Order Details and perform the following tasks:
1. Insert a pivot table for the data set in an empty worksheet. Name this 0.5
worksheet "Regional Revenues".
2. The region should appear in row field of pivot chart, payment type in 1
column field of pivot chart and aggregate revenue in value field.

3. Format the revenue numbers in accounting number format with 0 decimal 0.5
places.

4. Insert a pivot chart (column chart) to demonstrate the aggregate revenue 0.5
generated via different payment methods across four regions.
5. a. Hide all field buttons on the chart. 1.5
b. Format the column chart such that the legend and y-axis are removed.
c. Add data labels to the individual columns in the chart. Also, adjust the
size of plot area to make the data labels readable.
d. Insert chart title "Regional Revenues-Payment Methods"
e. Place the legend at the bottom of the chart.
6. Insert a new pivot table in the same worksheet Regional Revenues with
region in rows and total revenue in values.
7. Insert a 3D-pie chart to represent the total revenue generated from each 1
region.
Note: you must select the cells representing total revenue for each region
for this pie chart.
8. a. Change the chart style of the pie chart such that the data labels (in 1.5
percentage form) and the value labels of region (south, west, north and
east) appears on the pie chart.
b. Also, change the color scheme of the pie chart to color 3 from colorful
menu of the chart.
c. The background of the pie chart should be white.
d. Remove the legend from the chart.
9. Add a filer for category (product category) in the pivot table. Do not apply 0.5
any filter yet.
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After completing step 5 of part B, the output graph should appear as the image
below:

After completing step 7 of part B, the output graph should appear as the image
below:
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Part C (5 marks)

Go to the worksheet titled Order Details and perform the following tasks:

1. Insert a pivot table for the data set in an empty worksheet. Name this 1
worksheet "Revenues by Salesperson".
2. The name of salesman should appear in row field of pivot chart and 1
aggregate revenue in value field.

3. Format the revenue numbers in accounting number format with 0 decimal 0.5
places.

4. Sort the values of aggregate revenue from smallest to largest.

5. Insert a pivot chart (bar chart with horizontal bars) to represent the 1
aggregate revenue attributed to each salesperson.
6. a. Hide all field buttons on the chart. 1
b. Format the bar chart such that the legend and x-axis are removed.
c. Add data labels to the individual bars in the chart. Also, adjust the size
of plot area to make the data labels readable.
d. Change the fill color of the bars to orange (as shown below).
e. Insert chart title "Revenues by salesperson".
7. Add a filer for category (product category) in the pivot table. Do not apply 0.5
any filter yet.

After completing part C, the output graph should appear as the image below:
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Part D (6 marks)

Go to the worksheet titled Order Details and perform the following tasks:

1. Insert a pivot table for the data set in an empty worksheet. Name this 0.5
worksheet "Top 5 customers".
2. The name of customer should appear in row field of pivot chart and 1
aggregate revenue in value field.

3. Format the revenue numbers in accounting number format with 0 decimal 0.5
places.

4. Filter the pivot table such that only top 5 customers appear in the table. 1

Note: Top 5 customers with respect to high total revenues.

5. Sort the values of aggregate revenue from smallest to largest. 0.5

6. Insert a pivot chart (column chart) to represent the aggregate revenue 1

generated from each of the 5 top customers.
7. a. Hide all field buttons on the chart. 1
b. Format the bar chart such that the legend and y-axis are removed.
c. Add data labels to the individual bars in the chart. Also, adjust the size
of plot area to make the data labels readable.
d. Insert chart title "Revenue from top 5 customers".
8. Add a filer for category (product category) in the pivot table. Do not apply 0.5
any filter yet.

After completing part D, the output graph should appear as the image below:
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Part E: (5 marks):

Create a new worksheet entitled Dashboard and perform the following tasks:

1. Copy all the pivot table obtained in parts A to D in the worksheet. 1

Follow the same sequence for placing the charts as demonstrated in the
sample output below.

2. Adjust the shape of each chart such that they are symmetrically aligned and 2
equally spaced in the given area.

3. Insert a slicer connected to the Monthly Revenue Trend which enables 2

filtering the chart for different product categories.

4. Connect the slicer inserted in step 3 with other four charts in the
worksheet.

After completing part E, the output worksheet should appear as the image below:
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