Click on Add next to Rows, and select the Client Name column to pull data from.A PivotTable is a powerful tool to calculate, summarize, and analyze data that lets you see comparisons, patterns, and trends in your data. PivotTables work a little bit differently depending on what platform you are using to run Excel. Remember, here's the question we're asking:įirst, we need to set up our table to have both the list of clients and project types. Now let's get to actually building this thing. If you click on one of those column names, the data will be added in the given format. The filter allows you to analyze only a specific subset of data.Ĭlick on "Add" for any one of those four options, and you'll get a dropdown with the column names from your original data sheet. How do we show data from only 2017? That's where the filter comes in. The value we want to get in the cells where Client Name and Project Type meet is Total Amount Billed. In this instance, our base data is Client Name (row) and Project Type (column). Rows and columns help you build out the the two-dimensional data set on which you can calculate your third dimension values. In this case, we're looking for four things:Īs you night guess, each of those for pieces lines up with one of our elements: rows, columns, values, and filters. Here's the analysis we're looking to do:įor each of our clients, across different project types, how much did we bill in 2017? You should now be back to your original empty pivot table that you started off with. Then click Data > Pivot Table., as shown below. Select all of the cells containing data ( command or ctrl + A is a handy shortcut). You have a sheet filled with raw data, so the first thing to do is turn it into a pivot table. Open the Google Sheet, make a copy, and then follow along with our detailed tutorial below. To create a customized pivot table, click Add next to Rows and Columns to select the data you'd like to analyze.Ĭlick Add next to Values to select the values you want to display within the rows and columns.Ĭlick Filters to display only values meeting certain criteria.įor this tutorial, we've created a Google Sheets spreadsheet with dummy data. Open a Google Sheets spreadsheet, and select all of the cells containing data.Ĭheck if Google's suggested pivot table analyses answer your questions. Here's a quick look at how to use them, followed by a more in-depth tutorial. Google Sheets pivot tables are as easy to use as they are powerful. Plus, every time your boss asks for a new report based on the same data set, you can generate it with a few clicks, instead of starting from scratch. While you could derive many of these insights using formulas, the pivot table allows you to distill it in a fraction of the time-and with less chance for human error. Doing so helps you see the bird's eye view, derive meaning from large quantities of data, and surface unique insights. So that's the rough idea: You can take a two-dimensional table and pivot it around an aggregation of the data to introduce a third dimension. Instead, you're looking at aggregated data: How many Units did we sell in each Region for every Ship Date? Now, you're not looking at things by individual sale.
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