Retail · Excel
Q4 2023 revenue breakdown by order status for a retail stakeholder
Independent grading: 92/100(verify, opens in a new tab)
Problem
Nura Ibrahim at Meridian Retail (simulated retailer) needed to understand whether order cancellations were worsening across Q4 2023 or whether October had been an outlier. She asked for a full three-month breakdown of revenue by order status, not just a single-month snapshot.
What I did
To answer this, I built a PivotTable on a dedicated Status Breakdown sheet with order status on rows, calendar month on columns, and sum of total_naira as the value field. Placing months in the column area let Nura scan across October, November, and December in a single view without filtering. A stacked bar chart linked directly to the PivotTable shows the monthly revenue mix by status, making the relative size of each status visible at a glance. All seven order statuses were present in the output because I left the dataset unfiltered, which was the right call for a question about whether cancellations were changing.
Finding
The October Grand Total of NGN 56,876,792.48 matched the expected figure exactly, and the Q4 Grand Total reached NGN 177,793,954.30 across all three months, with all seven statuses represented throughout.
Outcome
Nura received a single sheet combining the PivotTable and chart, giving her a month-by-month view of how each order status contributed to revenue across the quarter.
Next step
A useful next step would be to isolate the cancelled and refunded rows specifically and calculate their share of total Q4 revenue each month, to give Nura a cleaner percentage-based trend rather than raw naira values.
- PivotTable construction with row, column, and value field configuration
- PivotChart creation linked to PivotTable data
- Monthly grouping of date fields in PivotTables
- Naira number formatting with thousand separators