Hello All thanks for reading. I am looking for a little help to be pointed in the right direction. I am good enough with Excel Charts to poke around and get where I need but this time I'm a little stuck and hoping for some help of what type of chart I need. From there I can likely hammer out the details on my own but any and all help is very much appreciated.....
My data set is simple enough, I have a list of Sellers in particular Sales regions with different classifications of Customers (for this example we'll say Class A, Class B, & Class C) and Sales Dollars in total. So here is a sample data set:
Seller Joe. Northwest Region. Customer Class A. Sales Dollars = $1,000.
Seller Joe. Northwest Region. Customer Class B. Sales Dollars = $2,000.
Seller Tom. Northwest Region. Customer Class A. Sales Dollars = $500.
Seller Tom. Northwest Region. Customer Class B. Sales Dollars = $200.
What I am trying to do is have 1 graph that will add up Sales Dollars month over month based on whatever "level" you tell the graph to add up on. I started with a Pivot Chart and then added Slicers for "Seller" "Sales Region" and "Customer Class", but my problem is that it just shows lots of data instead of summarizing. I want to have a slicer where I can just click on "Northwest" and have the Sales amount add up for all of Northwest month over month ($3,700 in the example above), but then drill down into different levels and have the sales amount add up based on what I am "filtered on" using slicers.
Do I need to build a Power Pivot Model for this? Thanks.... Andy.
My data set is simple enough, I have a list of Sellers in particular Sales regions with different classifications of Customers (for this example we'll say Class A, Class B, & Class C) and Sales Dollars in total. So here is a sample data set:
Seller Joe. Northwest Region. Customer Class A. Sales Dollars = $1,000.
Seller Joe. Northwest Region. Customer Class B. Sales Dollars = $2,000.
Seller Tom. Northwest Region. Customer Class A. Sales Dollars = $500.
Seller Tom. Northwest Region. Customer Class B. Sales Dollars = $200.
What I am trying to do is have 1 graph that will add up Sales Dollars month over month based on whatever "level" you tell the graph to add up on. I started with a Pivot Chart and then added Slicers for "Seller" "Sales Region" and "Customer Class", but my problem is that it just shows lots of data instead of summarizing. I want to have a slicer where I can just click on "Northwest" and have the Sales amount add up for all of Northwest month over month ($3,700 in the example above), but then drill down into different levels and have the sales amount add up based on what I am "filtered on" using slicers.
Do I need to build a Power Pivot Model for this? Thanks.... Andy.
