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Excel Sales & PivotTable Practice — Tasks & Answers

Version 2026-10-08.1 · 200 source rows
https://formulasmith.com/en/sample-data/sales-data/

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Before you start

Use the unchanged default 200-row source file from the page above. Other file sizes require different ranges and totals.

  1. Inspect the source table

    Check that the source has eight columns and one record per order. Identify the two inputs needed for Revenue.

  2. Calculate revenue

    Add Revenue in I and fill a per-order formula down.

  3. Create a region/category PivotTable

    Summarize revenue by region and category.

  4. Cross-check one pivot cell

    Independently reproduce the first region/category value with SUMIFS.

  5. Prepare a month key

    Add Month in J from the real Order Date.

  6. Build monthly revenue totals

    Create a second PivotTable with Month in Rows and Revenue in Values, summarized by Sum.

  7. Calculate revenue per unit

    Calculate the aggregate revenue per unit, not the unweighted average of order prices.

  8. Refresh and reconcile

    Change a Units value in your working copy, refresh your PivotTables and check both totals.