Multi-Dimensional Reporting

Case Study: Multi-dimensional

Reporting with PivotTables

Product
Microsoft Excel

MOTIVATION
You are a manager of a several
sales organisations and one of
Level
your responsibilities is
Undergraduate/Graduate monitoring and managing sales
Beginner
activities. You have a number of
OLTP systems to assist with the
Focus
recording of day-today
BI Reporting
transactions.
Author
Klaus Freyburger
(edits by TJH)
Version
2.0

At the end of each month, you

are provided with a report which
displays each sale. The format
of the report is illustrated below.
Although this report provides a
lot of information, the
information is not in a format
that can easily assist in the type
of decisions you are required to
make. You have decided to
investigate PivotTables as a
means of producing more useful
reports.

PREREQUISITES
PivotTable tutorial please
complete the tutorial first. All of
the PivotTable features needed to
complete this case study are
covered in the tutorial.
HINTS
Provided in the instructions

MULTI-DIMENSIONAL REPORTING

Multi-Dimensional Reporting with PivotTables

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

1.1
-

Open the Microsoft Excel File, CS_PivotTable.xlsx. There should be

48,244 rows.

1.2
-

Create a PivotTable to determine the total revenue for material groups

in each sales organisation. Hint: Use the Column labels area to show the
different 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, select
Internet from the dropdown box.

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MULTI-DIMENSIONAL REPORTING

1.4
-

Drill-Down: show all products for mountain bikes. Hint: Right-click on

Mountain 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 of

2007). Hint: see steps below.

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

Then, right-click on the Date field within the

PivotTable and select Group. Be sure to select
both Months and Years, then click OK. Hint:
When you right-click on Date, do not click on
the dropdown box.

You should then see both Years and Date

fields in the Row Labels area.

Filter the Years field and select only 2007

(click on the drop down box next to Years and
check the box beside 2007 only.)

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

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

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MULTI-DIMENSIONAL REPORTING

Format the revenue by right-clicking on the Sum of Revenue field and

select Value Field Settings. Click on the Number Format button and
format the revenue as Currency, with the symbol for Euro, and no digits
to the right of the decimal place, as shown below. You may select the
option with the Euro symbol in front of, or after the amount. Either
approach 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 (or
Fields, Items, and Sets | Calculated
Field). Insert the calculated fields listed
below in the PivotTable. You will need
to create 3 calculated fields in the order
shown below.

1. Net Sales = Revenue Discount

2. Contribution Margin = Net Sales Cost Of Good Sold
3. Contribution Margin Ratio = Contribution Margin / Net Sales
-

Format the dollar amounts as Euro currency with no digits to the right
of the decimal. You may select the option with the Euro symbol in front
of, 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 to
see that the field Values is in the Column Labels design area and
not the Row Labels area. If you still have an unneeded subtotal for each
MaterialCode, right click on MaterialCode and select Field Settings.
Under Subtotals, select None. Your pivot table should now look like the
partial screenprint below.

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MULTI-DIMENSIONAL REPORTING

Sort the Material Codes by Contribution Margin Ratio: Right-click on

MaterialCode (dont click on the drop down box), select Sort, then
More 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 Contribution

Margin 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 Excel
file is large because it contains over 48,000 rows on the
BicycleCompanyDEValues worksheet. When your two PivotTable
solutions are finished (worksheets named C1-5 and C1-6), you could
delete the data worksheet (sheet 1) and make the file much smaller. Your
solutions should not change.

SAP AG

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