Summarize sales by month and sales division using a pivot table in Excel (hint: put divisions in
Question:
Summarize sales by month and sales division using a pivot table in Excel (hint: put divisions in columns, months in rows) or using a graph or chart in Tableau. If you are using Excel to summarize, you will first need to add a column to the Excel worksheet and extract the "month" portion of the shipping date in order to summarize by month. If you are using Excel, use the "graph" feature to graph the pivot table data. Identify any divisions or months that you believe should be examined further, and document your rationale.
(I've done the pivot table, but not sure where the graph feature is, or the rest of the question)
(b) For any divisions identified in step 2 for follow-up, summarize sales by customer and month using a pivot table in Excel or graph or chart in Tableau. You can use a "filter" in Excel or Tableau to limit the analysis to one or more divisions. Identify any months that you want to examine further, and document your rationale.
(c) Summarize your findings in a brief memo to the manager and include the charts or graphs generated in steps 2 and 3 above as support for your findings. Discuss your recommendations for performing further audit procedures.
Business Statistics
ISBN: 978-0321925831
3rd edition
Authors: Norean Sharpe, Richard Veaux, Paul Velleman