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
- 0 Project file
- Guided and unguided instructions
- Part 1: Revenue by Product Group
- Part 2: Revenue by Product Group and Type of Store
- Quiz