# Excel Sales & PivotTable Practice — Tasks & Answers

Version: 2026-10-08.1

https://formulasmith.com/en/sample-data/sales-data/

Start with eight source columns, calculate Revenue, then build region/category and monthly PivotTables. The solution workbook contains formulas and expected tables; it does not pretend those tables are native PivotTable objects.

## Before you start
- Answers match the default 200-row file only. Revenue is not a source column: calculate Units × Unit Price and round each order to two decimals.
- Amounts are synthetic currency-neutral practice values. Product, category and price are generated independently; a product name is not a reliable price-lookup key.
- The default XLSX stores Order Date as numeric dates. CSV/JSON imports need explicit date conversion before grouping by month.
- The answer workbook includes formula results and expected summaries, not prebuilt interactive PivotTables. Create the PivotTables yourself using the steps below.

## 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.

## Teaching and reuse
Free for practice, teaching, demos and commercial use. No registration. Attribution is welcome, not required. These records are synthetic. Share the source page so learners can obtain the matching file version.