How to use pivot table

How to Use

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA

1.Microsoft Excel2.Google Spreadsheets

What is Pivot Table?


A PIVOT TABLE is a program tool used to reorganize data in a spreadsheet to

obtain a desired report more effectively.


What are the advantages of

using Pivot Table?


It sums up large amount of Data into a small amount of

space.


It helps decision-makers use data more efficiently.


Keeps presentation of

information more organized.


It provides interactive data

analysis.


It can link presentation to external data

sources.2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA

Data can be combined from multiple sheets.


Can create chart of summarized

data in the Pivot Table.


Isn’t it EXCITING?Now let’s

START!


Pivot Table in PART 1


Here is the sample data for our Pivot Table

tutorial.


The sample is about Summary of Rice Sales.


It states the branch, rice variety, period of sales

and total sales.


Drag the data then click Insert Menu.


In the Insert menu, Click Pivot Table.


Dialogue box appears for data you want to

analyze.


Select table range or you may use an external data

source.


I prefer new worksheet to make presentation neat

and tidy.


To build a report, choose field from the PT Field

List.


Click Branch and drag to Report Filter.


Assign Rice Variety to Row Labels.


Drag Period to Column Labels.


Click Sales and place it to Values.


Values can be summarized according to

preference.


New presentation is generated on the right

thru Pivot Table.


To view only the total sales of Branch M-1.

Unclick All then check M-

1 and click OK.


So Branch M-1, shows the total sales in 155,000 .


Let us switch Rice Variety and Period.


Drag Rice Variety from Row Labels to Column

Labels.


Then drag Period to Column Labels.


Rice Variety and Period are now switched in the

graph!


Wonder why Pivot Table Field List disappears?


Click the cell on the Table to make Pivot Table Field

List reappear.


To generate report of White Rice from Branch

M-4


Click the Branch Filter Field, branches appear in the dropdown menu.


Unclick All, then Click M-4.


Unclick All, then Click M-4.


Click the Column Labels, unclick Select All.


Click White Rice, then Click OK.


Branch M-2 with White Rice report is generated.


How to make Chart presentation?


To start, click Insert in the menu.


In the Insert menu you find Charts.


Click your preferred Chart.


I want 3-D Bar graph for this table!


Bar Graph Presentation is generated.


Present Branch M-2 sales in the graph only.

Click the Branch and click M-2.2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA

In this Graph, Branch M-2 is generated.


To change in sales of M-1, Black Rice for Qtr 3. New

amount is $55,000.


Open the original report and input new figure of

$55,000.


Amount of $55,000 is now in place.


How will this affect the table?

Note that original report shows

$45,000 only.


Right Click $45,000, then option box appears, then

Click Refresh.


New amount appears and Bar Graph changes data

automatically.


Google Spreadsheets

PART 2


It is a Web-based application that allows users to create, update

and modify spreadsheets

and share the data live online.

What is Google Spreadsheets?


The Ajax-based program is compatible with

Microsoft Excel and CSV (comma-separated

values) files. Spreadsheets can also be saved as HTML.


In the google chrome browser, open

https://docs.google.com.


https://docs.google.com/

Google docs website will appear below.


Click Docs menu.


Choose Sheets and Click to open.


Now let us choose the blank sheet.


Here is now the Untitled spreadsheets.


We use same sample in the MS Excel Pivot Table.


You will notice that the raw data is in Sheet 1.


Now let us create a title of the spreadsheet.


Click Untitled spreadsheet and write SUMMARY OF

RICE SALES.


Highlight data in the sheet and in the Menu Bar, CLICK

Data.


Now CLICK Pivot Table in the Data Menu.


New table appears which is the Report Editor at

the right.


In the Rows, add field with either Branch, Rice Variety, Period or Sales.


The table on the right now generates 4 different

branches.


Grand Total appears because I clicked Show

Totals.


Place Rice Variety with Show totals in the

Columns field.


Table now generates Rice Variety in the Column field with its Total.


VALUES is really important. It is how

you will present figures in the presentation.


Place Sales in Values field, and total amount of

Sales.


The sales information is generated on the table.


To use account Sales, Click COUNT in the dropdown menu.


COUNT summary is generated with a Grand

Total of 16.


To add Rice Variety in the Rows field.


Click Add field in the Rows, then Click Rice

Variety.


The new table is generated below.


Pivot Table appears on the separate sheet.


To view only the Rice Variety.


Click X button of the Branch field in the Row.


Rice Variety is generated in the Rows field.


Assuming a change in Sales at M-2 from 50,000

t0 60,000.


Go to Sheet 1, change the figure under Sales

column .


Pivot Table shows the new total automatically.


Let’s use Chart presentation that

can be more exciting!


In google sheets, we find Chart in the Insert Menu

Bar.


Now CLICK Chart.


Chart Editor appears.


In the Chart Editor, there are options that we can make.


We can use any of the recommended charts.


Click the desired Chart and click Insert Button.


Selected Chart appears on the Pivot Table.


There are also other Chart types that we

can use.


We can customize Columns,

Rows, Headers or

choose other types of

available chart

templates.2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA

In this presentation, I switch Rows and Columns.


Customization


Can change the Title of the Chart.


Click The Title and Write Summary of Rice Sales.


Chart now shows the Edited Title - Rice Sales

Summary.


Can change Font.


I can even change background Color of the

Chart.


From white background, now the chart

background is blue.



CONGRATULATIONS!


Now you learned many useful tips

with this Pivot Table tutorial.

How to Use Pivot TableEnds!

May the Gem be with you!


Find out more Virtual tutorials from Marketing Gem

by visiting my website:

https://marketinggemblog.wordpress.com


How to use pivot table

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