Exercises #1: Filters & Drill Downs

Once your are done with going through the course content, there are three exercises in the Excel practice report to apply your Datarails knowledge. 

Open the sheet "Exercise #1" in the file "P&L - Practice Report" (see here how to access it)

Instructions:

1. Create a Global Filter for the "Customer" field. Call it "Customer Name".
2. Filter the report for "Customer 5"
3. Drill-down on "Income Actual" for June 2022, showing all transactions.
4. Drill-down by "Product / Service" on "Income Actual" for 2022 YTD. Save the resulting pivot as a favorite.
5. Important: When you are done, click Submit on your Datarails ribbon to save the report to the Database cloud.

Are you stuck?

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When you are done, you can review the solution by clicking here.

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Next: Exercise #2

Updated July 05, 2023 13:20