![]() Now add ‘Total Sales’ under ‘Values’ as shown in the screenshot below. ![]() For our example, choose ‘Sales Rep’ under ‘Rows.’ Step 3. Click ‘Add’ and choose the fields to include the data you’d like to analyze. Let’s assume you’d like to calculate the total sales from each of the sales reps.įor this, you would add ‘Sales Rep’ under ‘Rows’ as shown in the screenshot below. To include the data you want to analyze, simply click ‘Add’ and choose the fields you need. The ‘Pivot Table Editor Pane’ on the right-hand side automatically offers a few suggested Pivots to try. Google Sheets automatically offers a few suggested Pivots to try, but for this tutorial, we’ll be creating examples from scratch. You can find this in the ‘Blank Pivot Table’ tab. The ‘Pivot Table Editor Pane’ appears on the right-hand side, and the blank Pivot Table placeholder on the left. The dialogue box will ask if you’d like the Pivot Table to be inserted into a new or existing worksheet. For these examples though, we will input the Pivot Tables next to the source data in new tabs (for example, cell I1 as below). For the latter, be sure to choose which cell you would like to start from (for example, cell A1). After selecting cells A1 to G131, click Data > Pivot Table.Ī dialogue box will appear and ask if you want this Pivot Table to be input into a new or existing worksheet. For this example, select cells A1 to G131, then click Data > Pivot Table, as shown in the screenshot below. You can find this under the ‘Source Data’ tab on the sample spreadsheet. To select your source data, highlight the cells you want to include, or click anywhere inside your chosen tab to capture everything. Remember, you can follow along with the sample spreadsheet, noting each of the tabs as we go. Now that you know the benefits of Pivot Tables, let’s go through the three steps to creating your own. But having your figures presented in Pivot Tables will make analyzing data a breeze. As a manager, you’ll be familiar with seemingly endless datasets. Who should use pivot tables? If you’re working with data, you should be taking advantage of this clever feature. ![]() We’ll also share some tricks to analyze your data with ease.īefore we dive in, let’s cover some essentials. You’re probably used to writing and rewriting formulas, but what if there was a better and more convenient way to present your data? In this section, we’ll show you how to create a Pivot Table in Google Sheets in three quick steps. Often juggling multiple projects at any one time, managers certainly feel the pressure when it comes to financial reporting. Google Sheets’ Pivot Tables – The main feature for analyzing data You can follow along with us by downloading a copy of this sample spreadsheet and following our step-by-step instructions. Best of all? You’ll have the confidence to use them in your own work, starting today. That includes Pivot Tables, Column Stats, Explore, and QUERY. We’re going to look at some of Google Sheets’ most useful features to transform your reporting. Whatever the reason, this tutorial is sure to help. Maybe you’ve got an important meeting coming up, or you’d simply like to wow the executives on your next run-through. As a manager, perhaps you’ve wondered how to take your financial reporting to the next level or how to amp up your data analysis skills.
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