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1. #Tips on how to use pivot tables in excel pro#
2. #Tips on how to use pivot tables in excel free#
3. #Tips on how to use pivot tables in excel mac#
4. #Tips on how to use pivot tables in excel windows#

To visualize data - Excel charts are not perfect, but they serve a great purpose for visualizing information and numerical data.įor checklists - It seems unusual, but people do use Excel to take notes, create tables and lists since it’s flexible, powerful and reliable. Besides this, there are several important features why someone would be using Excel on a daily basis: It’s a great tool for any basic or complex calculations because it’s so easy to adjust and edit your data. You can do this through Google Apps Spreadsheets (make sure you set the privacy setting to how you like them).We all use Microsoft Excel for different reasons.

#Tips on how to use pivot tables in excel free#

Also, feel free to post templates of reports you pull. Stay tuned as we will be providing more information on more complex operations you can perform in Excel-with pivot tables-as well as other functions and formulas.ĭo you have a use for Pivot Tables that you use for reporting? Share below. Learning how to use pivot tables will speed up the rate at which you can produce sales reports, and at which you can analyze and close more deals faster. You can copy and paste the data into your own Excel file, or create a copy in Google Apps (File > Make a Copy). Play around with these examples to start. Pivot tables are a great way to manage the data from your reports. Data that helps you sell smarter Daily activity, engagement data, and outcomes Try Yesware Free Conclusion

#Tips on how to use pivot tables in excel pro#

Pro Tip: If you want to look at who made the purchases in each company you can drag name and/or email to Row Labels below Company and that will show you the email address of the people who purchased from each company. If you do this in the example spreadsheet (linked to above), you can drag values down to Row Labels, below company to make it easier to view. Next, I could add Date to the Column Labels box in order to look at what data companies were purchasing. This will generate a report that looks like this: To do this:ī) Add “# Sold” and “Revenue” to the Values boxĬ) Add “Referral” to the Report Filter, then from the drop-down menu, de-select “Google” I want to Filter out companies that came in directly to my site (as opposed to from a Referral, or from Google). In this report, I want to see the number of units sold (# Sold), and Revenue by company. Add anything you would like to Filter by (for example: you want to look at Lead Referral Sources, but exclude Google and Direct)Īlright, now what? Let me show you another example. Report Filter helps you refine your results.The Values section is where you put the data you would like calculated (for example: Purchases, Revenue).Row Labels go across the left-hand side of your table.Column Labels go across the top row of your table (for example: Date, Month, Company Name).

#Tips on how to use pivot tables in excel windows#

Pro tip: If you’re using Windows you can push Alt + D + P + F on your keyboard).ī) Once you have your table in front of you, you can drag and drop the Column Labels, Row Labels, and Report Filter When you hit that, a new tab should be opened with a table.

#Tips on how to use pivot tables in excel mac#

The Pivot table allows you to take a table with a lot of data in it, and rearrange the table so that you only look at what’s important to you.Ī) Whether you’re using a Mac or a PC, you can select the whole dataset that you want to look at, and select: “Data” -> “Pivot Table”. Work faster and smarter All-in-one sales toolkit for Gmail and Outlook Try Yesware Free An Example Is Worth a Million Cellsįirst, let’s get the basics out of the way. Since companies purchase at different dates, a pivot table will help us to consolidate this data to allow us to see total buys per company, as well as to compare purchases across companies, for quick analysis. For this example, we want to sort the data to see how much revenue we’ve made from each company. The spreadsheet contains data with a mock company’s customer purchase information. It is great for quickly building reports because you can sort and visualize the data quickly.įor example, I have put together a spreadsheet, which you can copy, and paste into Excel, or use in Google Docs if you would prefer (just click File > Make a Copy). Pivot TablesĪ Pivot Table allows you to summarize data as averages, sums, or counts in Excel from data that is stored in another Spreadsheet, or table.

I know, it sounds boring, but as the end of the quarter inches ever closer, today is an excellent day to learn about this great assist. You need to provide daily, monthly, and quarterly sales reports for yourself, your team-and often for your superiors.Īn often overlooked tool in Excel is the Pivot Table.

As a marketer, I am always using Excel to analyze data, pull together reports, and project future activity.