case study - multi-dimensional reporting with pivottables

8/18/2019 Case Study - Multi-Dimensional Reporting With PivotTables

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Multi-Dimensional Reporting

ProductMicrosoft Excel

LevelUndergraduate/GraduateBeginner

FocusBI Reporting

AuthorKlaus Freyburger(edits by TJH)

Version2.0

MOTIVATIONYou are a manager of a severalsales organisations and one of

your responsibilities ismonitoring and managing salesactivities. You have a number ofOLTP systems to assist with therecording of day-todaytransactions.

At the end of each month, youare provided with a report whichdisplays each sale. The formatof the report is illustrated below.

Although this report provides alot of information, theinformation is not in a formatthat can easily assist in the typeof decisions you are required tomake. You have decided toinvestigate PivotTables as ameans of producing more usefulreports.

PREREQUISITESPivotTable tutorial – pleasecomplete the tutorial first. All of

the PivotTable features needed tocomplete this case study arecovered in the tutorial.

HINTSProvided in the instructions

Case Study: Multi-dimensionalReporting with PivotTables



© SAP AG

MULTI-DIMENSIONAL REPORTING

1.1

- Open the Microsoft Excel File, CS_PivotTable.xlsx. There should be48,244 rows.

1.2

- Create a PivotTable to determine the total revenue for material groupsin each sales organisation. Hint: Use the Column labels area to show thedifferent sales organisations in different columns.

1.3

- Slice: restrict the results to internet sales. Hint: Drag the DistrChan field(dimension) to Page Field area at the top of the PivotTable. Then, selectInternet from the dropdown box.

Task 1: Perform multi-dimensional reporting in Microsoft Excel.Short Description: The purpose of this exercise is to create a PivotTable in MicrosoftExcel to analyse the data using multi-dimensional reporting. A number of new multi-dimensional navigational techniques will be used.

Multi-Dimensional Reporting with PivotTables



© SAP AG


1.4

- Drill-Down: show all products for mountain bikes. Hint: Right-click onMountain Bike, select Expand, then expand Material.

1.5

- Remove Drill-Down for Mountain Bike material.

- Dice: restrict all data to first quarter of 2007 (Jan-March of2007). Hint: see steps below.

- First, add the Date field (dimension) to the Row Labels area. It shouldappear after the MatGroupText field in the Row Labels area.

- Then, right-click on the Date field within thePivotTable and select Group. Be sure to select

both Months and Years, then click OK. Hint:When you right-click on Date, do not click onthe dropdown box.

- You should then see both Years and Datefields in the Row Labels area.

- Filter the Years field and select only 2007(click on the drop down box next to Years andcheck the box beside 2007 only.)

- Filter the Date field and select only Jan, Feb, March (click on the dropdown box next to Date and check boxes beside Jan, Feb, and Marchonly)

- Now drag the Year field and the Date field up to the Page Field area (orReport Filter area) at the top of the Pivot Table.



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- Format the revenue by right-clicking on the Sum of Revenue field andselect Value Field Settings. Click on the Number Format button andformat the revenue as Currency, with the symbol for Euro, and no digitsto the right of the decimal place, as shown below. You may select theoption with the Euro symbol in front of, or after the amount. Eitherapproach is fine.

- Rename the new worksheet with your PivotTable as C1-5

1.6- Go back to the worksheet with the raw data and create a new pivot table

that includes the MaterialCode, Material, and Revenue fields as shown below. If your pivot table displays subtotals for each MaterialCode,right-click on MaterialCode (do not right-click on the drop down box)and uncheck “Subtotal MaterialCode.”

- Which product provided the most Contribution Margin Ratio?

- Hint: Select the Analyze (or Options)menu tab (under PivotTable Tools), then

select Formulas | Calculated Field (orFields, Items, and Sets | CalculatedField). Insert the calculated fields listed

below in the PivotTable. You will needto create 3 calculated fields in the ordershown below.

1. Net Sales = Revenue – Discount2. Contribution Margin = Net Sales – Cost Of Good Sold3. Contribution Margin Ratio = Contribution Margin / Net Sales

- Format the dollar amounts as Euro currency with no digits to the rightof the decimal. You may select the option with the Euro symbol in frontof, or after the amount. Either approach is fine. Format the ratio as

percentage with two digits to the right of the decimal.

- If your pivot table looks different than the partial screenprint below(i.e., the new calculated fields are listed under each material), check tosee that the field “Ʃ Values” is in the Column Labels design area andnot the Row Labels area. If you still have an unneeded subtotal for eachMaterialCode, right click on MaterialCode and select Field Settings.Under Subtotals, select None. Your pivot table should now look like the

partial screenprint below.



© SAP AG


-

- Sort the Material Codes by Contribution Margin Ratio: Right-click onMaterialCode (don’t click on the drop down box) , select Sort, thenMore Sort Options. Click on the radio button Ascending and select“Sum of Contribution Margin Ratio”. Your results will then be sorted

by this ratio.

- When you determine which material provided the greatest ContributionMargin Ratio , highlight the Material name and the Ratio in yellow .Rename this worksheet C1-6 .

Submitting your work

Save your workbook and submit it via the class website. Note: the Excelfile is large because it contains over 48,000 rows on theBicycleCompanyDEValues worksheet. When your two PivotTablesolutions are finished (worksheets named C1-5 and C1-6), you coulddelete the data worksheet (sheet 1) and make the file much smaller. Yoursolutions should not change.

case study - multi-dimensional reporting with pivottables

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