Create:
Dynamic_Sales_Report.xlsx
Source Dataset
|
Order ID |
Date |
Employee |
City |
Product |
Category |
Qty |
Sales |
|
O101 |
01-Sep-26 |
Amit |
Sirsa |
Laptop |
Electronics |
2 |
120000 |
|
O102 |
02-Sep-26 |
Neha |
Hisar |
Mouse |
Accessories |
10 |
5000 |
|
O103 |
03-Sep-26 |
Rahul |
Sirsa |
Laptop |
Electronics |
3 |
180000 |
|
O104 |
04-Sep-26 |
Priya |
Fatehabad |
Keyboard |
Accessories |
8 |
6400 |
|
O105 |
05-Sep-26 |
Amit |
Sirsa |
Monitor |
Electronics |
4 |
34000 |
|
O106 |
06-Sep-26 |
Simran |
Hisar |
Webcam |
Accessories |
4 |
10000 |
|
O107 |
07-Sep-26 |
Rahul |
Sirsa |
Mouse |
Accessories |
15 |
7500 |
|
O108 |
08-Sep-26 |
Priya |
Fatehabad |
Laptop |
Electronics |
1 |
60000 |
|
O109 |
09-Sep-26 |
Amit |
Hisar |
Monitor |
Electronics |
2 |
17000 |
|
O110 |
10-Sep-26 |
Neha |
Sirsa |
Keyboard |
Accessories |
6 |
4800 |
Project Tasks
- Create Excel Table
Convert the data into:
Table Name: SalesData
- Create Dynamic City List
=UNIQUE(SalesData[City])
- Create City Selection
Create a drop-down containing the unique cities.
- Create Dynamic Sales Report
If selected city is in K2:
=FILTER(SalesData,SalesData[City]=K2,”No Records Found”)
- Create Highest-Sales Report
=SORTBY(SalesData,SalesData[Sales],-1)
- Create Product List
=UNIQUE(SalesData[Product])
- Create Dynamic KPIs
Total Sales
=SUM(SalesData[Sales])
Total Quantity
=SUM(SalesData[Qty])
Total Orders
=COUNTA(SalesData[Order ID])
Unique Products
=COUNTA(UNIQUE(SalesData[Product]))
- Dynamic Dashboard
Create:
TOTAL SALES | TOTAL ORDERS | TOTAL QUANTITY | UNIQUE PRODUCTS
Then add:
- Dynamic City Report
- Product Analysis
- Sales Chart
- Selected City indicator
- Conditional Formatting
- Test the Dynamic System
Add a new sales record.
Then change the selected city.
Verify that:
- The report updates
- Totals update
- New records are included
- Charts/data change appropriately