Sales Analysis in Excel

Analyzing Multi-Year Supermarket Revenue Using Excel Functions intermediate

With Ned Krastev

Type: Course project

Duration: 1 Hour

Case Description

In this project, you will step into the role of a business analyst working for a supermarket chain. Using transaction-level sales data, you will analyze revenue performance across multiple financial periods and store types.

Your goal is to transform raw data into clear, management-ready insights by applying Excel’s conditional aggregation functions. You will calculate total revenues, break them down by product groups and store formats, and evaluate year-on-year performance trends.

This project mirrors real-world financial analysis tasks commonly performed in finance, analytics, and business intelligence roles, and strengthens your ability to work with multi-criteria calculations in Excel.

Project requirements

To successfully complete this project, you should be able to:

  • Navigate and understand transaction-level datasets
  • Use Excel formulas, especially SUMIFS, to aggregate data using multiple criteria
  • Work with financial periods and time-based analysis
  • Validate results and ensure consistency across multiple tables
  • Present calculations in a clear and structured format suitable for business reporting

Project files

The project consists of an Excel workbook with the following worksheets:

Database

  • One row per transaction
  • Covers FY23, FY24, FY25, and H1 FY26

Exercise 1

  • Calculate total revenue by financial period

Exercise 2

  • Analyze revenue by financial period and an additional business dimension
  • Uses multiple conditions in the calculations
Start project
Project content
  • 0 Project file
  • Guided and unguided instructions
  • Part 1: Revenue by Product Group
  • Part 2: Revenue by Product Group and Type of Store
  • Quiz
Topics covered
Excel

Other projects