how to use pivot table
TRANSCRIPT
How to Use
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
1.Microsoft Excel2.Google Spreadsheets
What is Pivot Table?
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
A PIVOT TABLE is a program tool used to reorganize data in a spreadsheet to
obtain a desired report more effectively.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
What are the advantages of
using Pivot Table?
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
It sums up large amount of Data into a small amount of
space.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
It helps decision-makers use data more efficiently.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Keeps presentation of
information more organized.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
It provides interactive data
analysis.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
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.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Can create chart of summarized
data in the Pivot Table.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Isn’t it EXCITING?Now let’s
START!
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Pivot Table in PART 1
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Here is the sample data for our Pivot Table
tutorial.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
The sample is about Summary of Rice Sales.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
It states the branch, rice variety, period of sales
and total sales.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Drag the data then click Insert Menu.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
In the Insert menu, Click Pivot Table.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Dialogue box appears for data you want to
analyze.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Select table range or you may use an external data
source.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
I prefer new worksheet to make presentation neat
and tidy.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
To build a report, choose field from the PT Field
List.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Click Branch and drag to Report Filter.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Assign Rice Variety to Row Labels.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Drag Period to Column Labels.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Click Sales and place it to Values.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Values can be summarized according to
preference.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
New presentation is generated on the right
thru Pivot Table.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
To view only the total sales of Branch M-1.
Unclick All then check M-
1 and click OK.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
So Branch M-1, shows the total sales in 155,000 .
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Let us switch Rice Variety and Period.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Drag Rice Variety from Row Labels to Column
Labels.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Then drag Period to Column Labels.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Rice Variety and Period are now switched in the
graph!
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Wonder why Pivot Table Field List disappears?
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Click the cell on the Table to make Pivot Table Field
List reappear.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
To generate report of White Rice from Branch
M-4
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Click the Branch Filter Field, branches appear in the dropdown menu.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Unclick All, then Click M-4.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Unclick All, then Click M-4.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Click the Column Labels, unclick Select All.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Click White Rice, then Click OK.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Branch M-2 with White Rice report is generated.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
How to make Chart presentation?
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
To start, click Insert in the menu.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
In the Insert menu you find Charts.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Click your preferred Chart.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
I want 3-D Bar graph for this table!
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Bar Graph Presentation is generated.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
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.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
To change in sales of M-1, Black Rice for Qtr 3. New
amount is $55,000.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Open the original report and input new figure of
$55,000.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Amount of $55,000 is now in place.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
How will this affect the table?
Note that original report shows
$45,000 only.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Right Click $45,000, then option box appears, then
Click Refresh.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
New amount appears and Bar Graph changes data
automatically.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Google Spreadsheets
PART 2
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
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?
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
The Ajax-based program is compatible with
Microsoft Excel and CSV (comma-separated
values) files. Spreadsheets can also be saved as HTML.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
In the google chrome browser, open
https://docs.google.com.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Google docs website will appear below.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Click Docs menu.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Choose Sheets and Click to open.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Now let us choose the blank sheet.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Here is now the Untitled spreadsheets.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
We use same sample in the MS Excel Pivot Table.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
You will notice that the raw data is in Sheet 1.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Now let us create a title of the spreadsheet.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Click Untitled spreadsheet and write SUMMARY OF
RICE SALES.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Highlight data in the sheet and in the Menu Bar, CLICK
Data.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Now CLICK Pivot Table in the Data Menu.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
New table appears which is the Report Editor at
the right.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
In the Rows, add field with either Branch, Rice Variety, Period or Sales.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
The table on the right now generates 4 different
branches.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Grand Total appears because I clicked Show
Totals.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Place Rice Variety with Show totals in the
Columns field.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Table now generates Rice Variety in the Column field with its Total.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
VALUES is really important. It is how
you will present figures in the presentation.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Place Sales in Values field, and total amount of
Sales.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
The sales information is generated on the table.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
To use account Sales, Click COUNT in the dropdown menu.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
COUNT summary is generated with a Grand
Total of 16.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
To add Rice Variety in the Rows field.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Click Add field in the Rows, then Click Rice
Variety.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
The new table is generated below.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Pivot Table appears on the separate sheet.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
To view only the Rice Variety.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Click X button of the Branch field in the Row.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Rice Variety is generated in the Rows field.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Assuming a change in Sales at M-2 from 50,000
t0 60,000.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Go to Sheet 1, change the figure under Sales
column .
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Pivot Table shows the new total automatically.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Let’s use Chart presentation that
can be more exciting!
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
In google sheets, we find Chart in the Insert Menu
Bar.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Now CLICK Chart.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Chart Editor appears.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
In the Chart Editor, there are options that we can make.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
We can use any of the recommended charts.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Click the desired Chart and click Insert Button.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Selected Chart appears on the Pivot Table.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
There are also other Chart types that we
can use.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
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.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Customization
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Can change the Title of the Chart.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Click The Title and Write Summary of Rice Sales.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Chart now shows the Edited Title - Rice Sales
Summary.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Can change Font.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
I can even change background Color of the
Chart.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
From white background, now the chart
background is blue.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
CONGRATULATIONS!
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Now you learned many useful tips
with this Pivot Table tutorial.
How to Use Pivot TableEnds!
May the Gem be with you!
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA
Find out more Virtual tutorials from Marketing Gem
by visiting my website:
https://marketinggemblog.wordpress.com
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA