Sales Report Format In Excel Free Download 31503

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Sheet 1: Instructions

	
	
	
	
		Excel Skills | Exercises | Monthly Sales Report
		

		www.excel-skills.com
	
	
		Instructions
		

		

	
	
		Versions: Excel 2010 & Excel 2007
		

		

	
	
		

		

		

	
	
		Our practical Excel exercises are much more than just exercises! We design our exercises in such a way that they provide the user with a mapping of the Excel features that can be used in order to complete the appropriate task in the most efficient manner possible. We also reference each step in each exercise to the appropriate tutorial that needs to be studied in order to be able to complete the step.
		
	
		

		

		

	
	
		The solutions to our comprehensive exercises are only available to customers who have purchased either a full or training membership. If you have not purchased a membership, we unfortunately cannot provide you with any of the solutions or assist you with any of the steps that are included in the appropriate exercise.
		
	
		

		

		

	
	
		Start the exercise by saving the workbook on your system, then complete step number 1 and each subsequent step in the order as listed on this sheet before comparing your workbook to the solution that we have provided.
		
	
		

		

		

	
	
		Step
		Task
		Tutorial
	
	
		1
		Open the Invoices sheet and view the data from which we will compile a monthly sales report. Note that all the data on the Invoices sheet has been included in an Excel table which will make it easier to specify the cell ranges that need to be included in our formulas.
		

	
	
		2
		We'll start by defining a named range which refers to the Sales Amount column on the Invoices sheet. This is not an absolute necessity but it is sometimes easier to work with a name instead of the structured cell referencing that is associated with Excel tables. Select all the cells (except for the column heading) that form part of the Sales Amount column in the Excel table (the cell range from cell E2 to E31).
		Enter Data / Select Cells : Selecting Cells
	
	
		3
		Insert a named range based on this cell selection and enter the following as a name for the named cell range: InvAmount
		Using Named Ranges : Define Named Ranges
	
	
		4
		Open the Name Manager and select the InvAmount named range. Note the syntax of the cell reference in the "Refers To" section. We've already defined a named range for the Invoice Date column - select the InvDate named range. Make sure that the same structured cell referencing is used for both named ranges (only the column names should differ). If the syntax differs, select the InvAmount named range again and select or enter the correct cell references. Close the Name Manager when you've checked that the named ranges have been created on the same basis.
		Using Named Ranges : Edit Named Range Cells
	
	
		5
		Open the Summary sheet, select cell A5 and enter the following date: 2011/03/31  (Note: use the appropriate date format as per the regional date settings that are specified in your System Control Panel)
		Enter Data / Select Cells : Enter Data
	
	
		6
		Select cell A6 and enter the following date: 2011/04/30  (Note: use the appropriate date format as per the regional date settings that are specified in your System Control Panel)
		Enter Data / Select Cells : Enter Data
	
	
		7
		Use the Auto Fill feature to extend the date series up to 2012/02/29 (from cell A5 to cell A16)
		Copy & Paste Data : Auto Fill
	
	
		8
		Select column A and change the number formatting to display the dates with a shortened month name followed by a hyphen and the full four digit year (Tip: Use the Custom number formatting option and specify a formatting type of mmm-yyyy).
		Format Cells : Format Numbers & Dates
	
	
		9
		Select cell B5 and enter a SUMIFS formula to calculate the total sales amount for the month which has been included in cell A5.
		Statistical Functions : Sum Based on Multiple Criteria
	
	
		9.1
		Enter the InvAmount named range in the sum range function argument.
		Statistical Functions : Sum Based on Multiple Criteria
	
	
		9.2
		Enter the InvDate named range in the criteria range 1 function argument.
		Statistical Functions : Sum Based on Multiple Criteria
	
	
		9.3
		Enter a DATE function in the criteria 1 function argument which converts the date in cell A5 to the first day of the calendar month. Specify criteria to include all invoices with invoices dates that are greater than or equal to the result of the DATE function in the calculation results (Tip: The mathematical operators should be included within quotation marks and there should be an ampersand between the operators and the DATE function).
		Statistical Functions : Sum Based on Multiple Criteria
	
	
		9.3.1
		Tip: Note that the DATE function should include a YEAR function in the year function argument, a MONTH function in the month function argument and both of these functions should refer to the date in cell A5. The day function argument in the DATE function should contain a value of 1.
		Date Functions : Date Components & Convert Dates to Month End Dates
	
	
		9.4
		Enter the InvDate named range in the criteria range 2 function argument.
		Statistical Functions : Sum Based on Multiple Criteria
	
	
		9.5
		Link the criteria 2 function argument to the month end date in cell A5 and specify criteria to include all invoices with invoices dates that are less than or equal to the date in cell A5 in the calculation results. Note that we've entered month end dates to represent all the months in column A.
		Statistical Functions : Sum Based on Multiple Criteria
	
	
		10
		Copy cell B5.
		Copy & Paste Data : Copy Cells
	
	
		11
		Paste cell B5 into cells B6 to B16.
		Copy & Paste Data : Paste Cells (normal)
	
	
		12
		Select cell B17 and use the Auto Sum feature to add a total for all the monthly sales amounts in this cell.
		Math Functions : Auto Sum
	
	
		13
		Apply a single top border and a double bottom border to cell B17.
		Format Cells : Format Borders
	
	
		14
		Note that if we add additional invoices to the Excel table on the Invoices sheet and the invoice dates fall into the months that are included on the Summary sheet, the invoice amounts will automatically be included in the calculations on the Summary sheet because the sales totals are calculated based on the entire columns which form part of the Excel table (via the named ranges that we specified and included in our SUMIFS formula).
		

	
	
		15
		Save the workbook and compare your workbook to the solution that we've provided.
		

	



Sheet 2: Invoices

	
	
	
	
	
	
	
		Invoice Number
		Invoice Date
		Customer
		Description
		 Sales Amount 
		Tax Code
		Bank Code
		Account Code
		Payment Date
	
	
		INV0051
		1/23/2011
		DF Manufacturing
		Consulting Services
		 8,000.00 
		A
		B1
		IS-100
		3/1/2011
	
	
		INV0052
		2/18/2011
		CC Supplies
		Consulting Services
		 15,000.00 
		A
		B1
		IS-100
		3/10/2011
	
	
		INV0053
		3/14/2011
		IT Solutions
		Consulting Services
		 11,200.00 
		E
		B1
		IS-100
		4/13/2011
	
	
		INV0054
		3/19/2011
		IQ Bonds
		Consulting Services
		 10,200.00 
		A
		B1
		IS-100
		4/10/2011
	
	
		INV0055
		4/9/2011
		WC Financial Advisors
		Consulting Services
		 17,000.00 
		A
		B1
		IS-100
		5/9/2011
	
	
		INV0056
		4/22/2011
		DF Manufacturing
		Consulting Services
		 17,420.00 
		A
		B1
		IS-100
		5/9/2011
	
	
		INV0057
		5/5/2011
		GP Accountants
		Accounting Services
		 3,000.00 
		A
		B1
		IS-100
		5/10/2011
	
	
		INV0058
		5/7/2011
		Energy Incorporated
		Taxation Services
		 8,230.00 
		A
		B1
		IS-100
		6/6/2011
	
	
		INV0059
		5/10/2011
		Energy Incorporated
		Consulting Services
		 22,800.00 
		A
		B1
		IS-100
		6/9/2011
	
	
		INV0060
		5/31/2011
		CC Supplies
		Consulting Services
		 19,050.00 
		A
		B1
		IS-100
		6/30/2011
	
	
		INV0061
		6/26/2011
		DF Manufacturing
		Consulting Services
		 34,000.00 
		A
		B1
		IS-100
		7/26/2011
	
	
		INV0062
		6/29/2011
		WC Financial Advisors
		Consulting Services
		 12,540.00 
		A
		B1
		IS-100
		7/16/2011
	
	
		INV0063
		7/11/2011
		PTY Consultants
		Consulting Services
		 18,000.00 
		A
		B1
		IS-100
		7/16/2011
	
	
		INV0064
		7/22/2011
		WW Retail
		Consulting Services
		 15,200.00 
		A
		B1
		IS-100
		8/21/2011
	
	
		INV0065
		8/13/2011
		EC Estate Agents
		Consulting Services
		 14,000.00 
		A
		B1
		IS-100
		9/12/2011
	
	
		INV0066
		8/17/2011
		The Paint Shop
		Consulting Services
		 12,970.00 
		A
		B1
		IS-100
		9/16/2011
	
	
		CN00018
		9/5/2011
		IT Solutions
		Discount
		 -3,100.00 
		E
		B1
		IS-100
		9/27/2011
	
	
		INV0067
		9/12/2011
		Energy Incorporated
		Consulting Services
		 28,000.00 
		A
		B1
		IS-100
		9/30/2011
	
	
		INV0068
		9/17/2011
		TRF Solutions
		Consulting Services
		 13,200.00 
		A
		B1
		IS-100
		10/4/2011
	
	
		INV0069
		10/8/2011
		EC Estate Agents
		Taxation Services
		 2,230.00 
		A
		B1
		IS-100
		10/13/2011
	
	
		INV0070
		10/8/2011
		GP Accountants
		Consulting Services
		 28,800.00 
		A
		B1
		IS-100
		10/13/2011
	
	
		INV0071
		10/31/2011
		The Paint Shop
		Consulting Services
		 25,500.00 
		A
		B1
		IS-100
		11/30/2011
	
	
		INV0072
		11/3/2011
		PTY Consultants
		Consulting Services
		 3,120.00 
		A
		B1
		IS-100
		12/3/2011
	
	
		INV0073
		11/29/2011
		CC Supplies
		Consulting Services
		 13,200.00 
		A
		B1
		IS-100
		12/21/2011
	
	
		INV0074
		11/29/2011
		XX Building Supplies
		Consulting Services
		 15,400.00 
		A
		B1
		IS-100
		12/29/2011
	
	
		INV0075
		12/25/2011
		IT Solutions
		Consulting Services
		 8,300.00 
		E
		B1
		IS-100
		1/11/2012
	
	
		INV0076
		1/19/2012
		PTY Consultants
		Accounting Services
		 14,440.00 
		A
		B1
		IS-100
		1/31/2012
	
	
		INV0077
		1/20/2012
		GP Accountants
		Taxation Services
		 3,400.00 
		A
		B1
		IS-100
		2/28/2012
	
	
		INV0078
		2/15/2012
		WC Financial Advisors
		Consulting Services
		 20,100.00 
		A
		B1
		IS-100
		2/28/2012
	
	
		INV0079
		2/29/2012
		XX Building Supplies
		Consulting Services
		 12,000.00 
		A
		B1
		IS-100

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...Sheet instructions excel skills exercises monthly sales report wwwexcelskillscom versions amp our practical are much more than just we design in such a way that they provide the user with mapping of features can be used order to complete appropriate task most efficient manner possible also reference each step exercise tutorial needs studied able solutions comprehensive only available customers who have purchased either full or training membership if you not unfortunately cannot any assist steps included start by saving workbook on your system then number and subsequent as listed this before comparing solution provided open invoices view data from which will compile note all has been an table make it easier specify cell ranges need formulas ll defining named range refers amount column is absolute necessity but sometimes work name instead structured referencing associated tables select cells except for heading form part e enter selecting insert based selection following invamount using d...

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Excel Skills \| Exercises \| Monthly Sales Report		www.excel-skills.com
Instructions
Versions: Excel 2010 & Excel 2007

Our practical Excel exercises are much more than just exercises! We design our exercises in such a way that they provide the user with a mapping of the Excel features that can be used in order to complete the appropriate task in the most efficient manner possible. We also reference each step in each exercise to the appropriate tutorial that needs to be studied in order to be able to complete the step.

The solutions to our comprehensive exercises are only available to customers who have purchased either a full or training membership. If you have not purchased a membership, we unfortunately cannot provide you with any of the solutions or assist you with any of the steps that are included in the appropriate exercise.

Start the exercise by saving the workbook on your system, then complete step number 1 and each subsequent step in the order as listed on this sheet before comparing your workbook to the solution that we have provided.

Step	Task	*Tutorial*
1	Open the Invoices sheet and view the data from which we will compile a monthly sales report. Note that all the data on the Invoices sheet has been included in an Excel table which will make it easier to specify the cell ranges that need to be included in our formulas.
2	We'll start by defining a named range which refers to the Sales Amount column on the Invoices sheet. This is not an absolute necessity but it is sometimes easier to work with a name instead of the structured cell referencing that is associated with Excel tables. Select all the cells (except for the column heading) that form part of the Sales Amount column in the Excel table (the cell range from cell E2 to E31).	Enter Data / Select Cells : Selecting Cells
3	Insert a named range based on this cell selection and enter the following as a name for the named cell range: InvAmount	Using Named Ranges : Define Named Ranges
4	Open the Name Manager and select the InvAmount named range. Note the syntax of the cell reference in the "Refers To" section. We've already defined a named range for the Invoice Date column - select the InvDate named range. Make sure that the same structured cell referencing is used for both named ranges (only the column names should differ). If the syntax differs, select the InvAmount named range again and select or enter the correct cell references. Close the Name Manager when you've checked that the named ranges have been created on the same basis.	Using Named Ranges : Edit Named Range Cells
5	Open the Summary sheet, select cell A5 and enter the following date: 2011/03/31 (Note: use the appropriate date format as per the regional date settings that are specified in your System Control Panel)	Enter Data / Select Cells : Enter Data
6	Select cell A6 and enter the following date: 2011/04/30 (Note: use the appropriate date format as per the regional date settings that are specified in your System Control Panel)	Enter Data / Select Cells : Enter Data
7	Use the Auto Fill feature to extend the date series up to 2012/02/29 (from cell A5 to cell A16)	Copy & Paste Data : Auto Fill
8	Select column A and change the number formatting to display the dates with a shortened month name followed by a hyphen and the full four digit year (Tip: Use the Custom number formatting option and specify a formatting type of mmm-yyyy).	Format Cells : Format Numbers & Dates
9	Select cell B5 and enter a SUMIFS formula to calculate the total sales amount for the month which has been included in cell A5.	Statistical Functions : Sum Based on Multiple Criteria
9.1	Enter the InvAmount named range in the sum range function argument.	Statistical Functions : Sum Based on Multiple Criteria
9.2	Enter the InvDate named range in the criteria range 1 function argument.	Statistical Functions : Sum Based on Multiple Criteria
9.3	Enter a DATE function in the criteria 1 function argument which converts the date in cell A5 to the first day of the calendar month. Specify criteria to include all invoices with invoices dates that are greater than or equal to the result of the DATE function in the calculation results (Tip: The mathematical operators should be included within quotation marks and there should be an ampersand between the operators and the DATE function).	Statistical Functions : Sum Based on Multiple Criteria
9.3.1	Tip: Note that the DATE function should include a YEAR function in the year function argument, a MONTH function in the month function argument and both of these functions should refer to the date in cell A5. The day function argument in the DATE function should contain a value of 1.	Date Functions : Date Components & Convert Dates to Month End Dates
9.4	Enter the InvDate named range in the criteria range 2 function argument.	Statistical Functions : Sum Based on Multiple Criteria
9.5	Link the criteria 2 function argument to the month end date in cell A5 and specify criteria to include all invoices with invoices dates that are less than or equal to the date in cell A5 in the calculation results. Note that we've entered month end dates to represent all the months in column A.	Statistical Functions : Sum Based on Multiple Criteria
10	Copy cell B5.	Copy & Paste Data : Copy Cells
11	Paste cell B5 into cells B6 to B16.	Copy & Paste Data : Paste Cells (normal)
12	Select cell B17 and use the Auto Sum feature to add a total for all the monthly sales amounts in this cell.	Math Functions : Auto Sum
13	Apply a single top border and a double bottom border to cell B17.	Format Cells : Format Borders
14	Note that if we add additional invoices to the Excel table on the Invoices sheet and the invoice dates fall into the months that are included on the Summary sheet, the invoice amounts will automatically be included in the calculations on the Summary sheet because the sales totals are calculated based on the entire columns which form part of the Excel table (via the named ranges that we specified and included in our SUMIFS formula).
15	*Save the workbook and compare your workbook to the solution that we've provided.*

Invoice Number	Invoice Date	Customer	Description	Sales Amount	Tax Code	Bank Code	Account Code	Payment Date
INV0051	1/23/2011	DF Manufacturing	Consulting Services	8,000.00	A	B1	IS-100	3/1/2011
INV0052	2/18/2011	CC Supplies	Consulting Services	15,000.00	A	B1	IS-100	3/10/2011
INV0053	3/14/2011	IT Solutions	Consulting Services	11,200.00	E	B1	IS-100	4/13/2011
INV0054	3/19/2011	IQ Bonds	Consulting Services	10,200.00	A	B1	IS-100	4/10/2011
INV0055	4/9/2011	WC Financial Advisors	Consulting Services	17,000.00	A	B1	IS-100	5/9/2011
INV0056	4/22/2011	DF Manufacturing	Consulting Services	17,420.00	A	B1	IS-100	5/9/2011
INV0057	5/5/2011	GP Accountants	Accounting Services	3,000.00	A	B1	IS-100	5/10/2011
INV0058	5/7/2011	Energy Incorporated	Taxation Services	8,230.00	A	B1	IS-100	6/6/2011
INV0059	5/10/2011	Energy Incorporated	Consulting Services	22,800.00	A	B1	IS-100	6/9/2011
INV0060	5/31/2011	CC Supplies	Consulting Services	19,050.00	A	B1	IS-100	6/30/2011
INV0061	6/26/2011	DF Manufacturing	Consulting Services	34,000.00	A	B1	IS-100	7/26/2011
INV0062	6/29/2011	WC Financial Advisors	Consulting Services	12,540.00	A	B1	IS-100	7/16/2011
INV0063	7/11/2011	PTY Consultants	Consulting Services	18,000.00	A	B1	IS-100	7/16/2011
INV0064	7/22/2011	WW Retail	Consulting Services	15,200.00	A	B1	IS-100	8/21/2011
INV0065	8/13/2011	EC Estate Agents	Consulting Services	14,000.00	A	B1	IS-100	9/12/2011
INV0066	8/17/2011	The Paint Shop	Consulting Services	12,970.00	A	B1	IS-100	9/16/2011
CN00018	9/5/2011	IT Solutions	Discount	-3,100.00	E	B1	IS-100	9/27/2011
INV0067	9/12/2011	Energy Incorporated	Consulting Services	28,000.00	A	B1	IS-100	9/30/2011
INV0068	9/17/2011	TRF Solutions	Consulting Services	13,200.00	A	B1	IS-100	10/4/2011
INV0069	10/8/2011	EC Estate Agents	Taxation Services	2,230.00	A	B1	IS-100	10/13/2011
INV0070	10/8/2011	GP Accountants	Consulting Services	28,800.00	A	B1	IS-100	10/13/2011
INV0071	10/31/2011	The Paint Shop	Consulting Services	25,500.00	A	B1	IS-100	11/30/2011
INV0072	11/3/2011	PTY Consultants	Consulting Services	3,120.00	A	B1	IS-100	12/3/2011
INV0073	11/29/2011	CC Supplies	Consulting Services	13,200.00	A	B1	IS-100	12/21/2011
INV0074	11/29/2011	XX Building Supplies	Consulting Services	15,400.00	A	B1	IS-100	12/29/2011
INV0075	12/25/2011	IT Solutions	Consulting Services	8,300.00	E	B1	IS-100	1/11/2012
INV0076	1/19/2012	PTY Consultants	Accounting Services	14,440.00	A	B1	IS-100	1/31/2012
INV0077	1/20/2012	GP Accountants	Taxation Services	3,400.00	A	B1	IS-100	2/28/2012
INV0078	2/15/2012	WC Financial Advisors	Consulting Services	20,100.00	A	B1	IS-100	2/28/2012
INV0079	2/29/2012	XX Building Supplies	Consulting Services	12,000.00	A	B1	IS-100

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