Finishing the Pivot Table2:43 with Tyler Tallon
Now let's try building our pivot table by dragging fields into the four pivot table boxes.
Please note that this is a new spreadsheet, different from the one you used in the previous stage:
Okay, now the fun part, we get to start dragging fields into the boxes. 0:00 One important thing to remember is that the order 0:05 in which fields are added in each box will affect how it displays in the pivot table. 0:07 It's usually best to start with the broadest category followed 0:12 by logical subsets. 0:15 Let's practice navigating the pivot table here a bit. 0:17 Let's move State down to Rows, we can just click on it, and then drag and 0:20 release once you are in the box you want to go in. 0:24 Then let's place city in the rows box also, right after state. 0:27 Now let's say we want to look at sales dollars by quarter, 0:34 let's drag quarter to the columns box. 0:38 And then sales dollars to the sum Values box. 0:43 Now I usually like to format the data because I hate how messy it looks without 0:50 formatting. 0:54 Let's highlight the data, right-click > Format Cells, And 0:56 then select number with comments and no decimals. 1:01 There, that looks better. 1:08 Okay, now let's say we want to see the sales by month also. 1:12 Drag month right after quarter in the Columns box. 1:18 Now let center the months column headers. 1:21 Not mandatory but I think it looks better centered. 1:24 Now we are getting somewhere. 1:30 Here we can see sales by month for each city and also the state totals. 1:32 We also have quarterly totals and grand totals for 1:37 the first two quarters of the year. 1:40 Now remember we have two products in our data, product a and product b. 1:42 And since we haven't selected product yet for any of the boxes, 1:47 it will default to show the total of both products. 1:50 Let's try dragging the product down to the filter box. 1:53 Remember, the filter works just how it sounds, it let you filter, in case, 1:57 between products. 2:02 Right now, it shows all. 2:04 But if I go up and select product A, 2:06 you will see the data change in the pivot table. 2:07 And now, we are just looking at sales for just product day. 2:11 Now, let's choose product B. 2:14 Let's say we want to see units sold instead of sales dollars. 2:17 The way we will do that, select Units Sold, and move to sum Values box. 2:20 And we can either keep it like this where we can see both sales and units sold. 2:25 Or remove sales dollars by the dragon or unchecking the sales dollars. 2:30 All right, that covers some of the basic functionality for a pivot table. 2:35 In the next video, we'll discuss a few more tips and tricks. 2:40
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