Exercise: Calculated Column to Sum Transactions by Weekday

This exercise is provided to allow potential course delegates to choose the correct Wise Owl Microsoft training course, and may not be reproduced in whole or in part in any format without the prior written consent of Wise Owl.

The answer to the exercise will be included and explained if you attend the Wise Owl course listed below!

Category ==> Power BI - Excel 2013  (23 exercises)
Topic ==> Calculated columns  (2 exercises)
Level ==> Relatively easy
Course ==> PowerPivot / Excel Power BI
Before you can do this exercise, you'll need to download and unzip this file (if you have any problems doing this, click here for help).

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The aim of this exercise is to show the total value of transactions according to the day of the week:

Quantity by weekday

It looks like Saturday was the most popular day, but not by much.

 

Here's what the PowerPivot field list should look like (eventually!):

Field list

The two fields of interest for our pivot table.  Note that we've used the RELATED function to combine them into a single table, to make the field list look neater.

 

To start, if you haven't already done so run the script in the above folder to generate the MAM database (not for commercial use or copying), then create a new workbook.

Connect to the tblTransaction and tblPos tables (giving them friendly names), and in what is now the Pos table create a new calculated column which gives the weekday.  For example:

Weekday formula

You can use the FORMAT function to get the weekday corresponding to any date.

 

Now use the RELATED function in the tblTransaction table to show the weekday alongside the quantity sold, and use this to create the pivot table at the start of this exercise.

RELATED function giving WEEKDAY.

Your formula should start =RELATED(.

 

To get the pivot table to sort the days correctly, just sort by the day name:

Sorting by weekday

Click on the row labels drop down and choose to sort A to Z. As to why this works - wait for the calendar part of the course!

 

Save this workbook as Daily sales, then close it down.

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