Level 1Summarizing DataProject, 8 min
A sales dashboard that answers questions
The task
Your manager has five questions about last quarter's 50 orders. Answer each with one formula, and the answers stay right when new orders arrive.
- Total revenueIn H2, add up every order's Amount.
- How many big ordersIn H3, count the orders over $500. Comparisons go in quotes:
">500". - Average Enterprise dealIn H4, average the Amount for Enterprise orders only, with AVERAGEIF. It works just like SUMIF.
- One rep, one regionIn H5, total Priya's sales in the West. Two conditions means SUMIFS: what to add first, then each range and its match.
- Who closed the biggest dealIn H6, name the rep behind the largest single order.
The data
The starting sheet. Cells outlined in green are where your formulas go.
| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| 1 | Order | Rep | Region | Product | Amount | Question | Answer | |
| 2 | 3001 | Theo | West | Starter | $150 | Total revenue | ||
| 3 | 3002 | Priya | East | Enterprise | $1,515 | Orders over $500 | ||
| 4 | 3003 | Theo | Central | Pro | $345 | Avg Enterprise deal | ||
| 5 | 3004 | Priya | Central | Starter | $140 | Priya's West sales | ||
| 6 | 3005 | Theo | Central | Starter | $95 | Rep with the biggest deal | ||
| 7 | 3006 | Priya | West | Pro | $450 | |||
| 8 | 3007 | Maya | West | Starter | $205 | |||
| 9 | 3008 | Maya | East | Pro | $510 | |||
| 10 | 3009 | Maya | East | Enterprise | $1,685 | |||
| 11 | 3010 | Lena | West | Enterprise | $1,380 | |||
| 12 | 3011 | Lena | West | Pro | $545 | |||
| 13 | 3012 | Lena | Central | Starter | $210 | |||
| 14 | 3013 | Priya | West | Enterprise | $2,100 | |||
| 15 | 3014 | Lena | Central | Pro | $250 | |||
| 16 | 3015 | Maya | East | Starter | $220 | |||
| 17 | 3016 | Jonah | East | Enterprise | $1,725 | |||
| 18 | 3017 | Lena | Central | Enterprise | $1,550 | |||
| 19 | 3018 | Priya | West | Pro | $550 | |||
| 20 | 3019 | Lena | West | Starter | $90 | |||
| 21 | 3020 | Theo | East | Starter | $170 | |||
| 22 | 3021 | Maya | East | Starter | $140 | |||
| 23 | 3022 | Maya | Central | Pro | $590 | |||
| 24 | 3023 | Priya | East | Enterprise | $2,060 | |||
| 25 | 3024 | Priya | West | Enterprise | $1,870 | |||
| 26 | 3025 | Lena | East | Pro | $340 | |||
| 27 | 3026 | Maya | Central | Enterprise | $1,120 | |||
| 28 | 3027 | Lena | East | Pro | $350 | |||
| 29 | 3028 | Priya | West | Enterprise | $1,625 | |||
| 30 | 3029 | Lena | West | Starter | $210 | |||
| 31 | 3030 | Lena | East | Pro | $370 | |||
| 32 | 3031 | Maya | East | Starter | $85 | |||
| 33 | 3032 | Theo | East | Starter | $210 | |||
| 34 | 3033 | Jonah | West | Enterprise | $1,640 | |||
| 35 | 3034 | Theo | West | Pro | $430 | |||
| 36 | 3035 | Priya | West | Pro | $475 | |||
| 37 | 3036 | Maya | East | Pro | $435 | |||
| 38 | 3037 | Priya | West | Enterprise | $1,645 | |||
| 39 | 3038 | Maya | East | Pro | $380 | |||
| 40 | 3039 | Priya | Central | Starter | $110 | |||
| 41 | 3040 | Lena | Central | Starter | $105 | |||
| 42 | 3041 | Theo | West | Pro | $330 | |||
| 43 | 3042 | Jonah | East | Starter | $225 | |||
| 44 | 3043 | Priya | Central | Pro | $435 | |||
| 45 | 3044 | Jonah | West | Starter | $205 | |||
| 46 | 3045 | Jonah | West | Pro | $425 | |||
| 47 | 3046 | Lena | West | Enterprise | $2,365 | |||
| 48 | 3047 | Priya | Central | Starter | $140 | |||
| 49 | 3048 | Maya | East | Pro | $420 | |||
| 50 | 3049 | Theo | West | Pro | $615 | |||
| 51 | 3050 | Lena | West | Pro | $605 |