PowerPivot | Calculated columns 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.

You can learn how to do this exercise on the relevant Wise Owl classroom training course (sadly for the moment only in the UK).

Software ==> PowerPivot  (75 exercises)
Version ==> Excel 2010 and later
Topic ==> Calculated columns  (7 exercises)
Level ==> Relatively easy
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:

Sales by weekday

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

 

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

PowerPivot field list

The two fields of interest for our pivot table.

 

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, and create a new calculated column in the latter which gives the weekday.

You can use either =format([PosDate],"dddd") or =format(Pos[PosDate],"dddd"), depending on how you create the formula.

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.

The related weekday column

Your formula should start =RELATED(.

 

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

Sorting the days

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.

You can unzip this file to see the answers to this exercise, although please remember this is for your personal use only.
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