Excel - General Question on Pivot Table - Expert Solution

Question description:
This user has given permission to use the problem statement for this blog.

I have a data and wanted to create pivot tables
Solved by M. D. in 22 mins
This is the chat thread from the real Excelchat help session. It contains no private user information.
Excelchat Expert 02/08/2018 - 02:15
Welcome, thank you for choosing Got It Pro-Excel! I'll be glad to assist you with your concern. :)
Excelchat Expert 02/08/2018 - 02:17
From what you posted, it seems you need assistance in creating a pivot table from you data. May you please share the file so we could further assess the content and structure? Thanks!
User 02/08/2018 - 02:20
ok
Excelchat Expert 02/08/2018 - 02:20
Okay, nice You can upload your file here by clicking on the green clip to the right and selecting your file.
User 02/08/2018 - 02:20
I just wanted for you demonstrate how to create pivot tables
User 02/08/2018 - 02:20
you can use dummy data that you have
Excelchat Expert 02/08/2018 - 02:20
Okay I see. In that case, I can thus provide step by step instructions in creating pivot tables then.
Excelchat Expert 02/08/2018 - 02:21
Okay, noted on that. :)
User 02/08/2018 - 02:21
yes
Excelchat Expert 02/08/2018 - 02:21
Do you wish to create a pivot table in google sheets or excel?
User 02/08/2018 - 02:21
excel
Excelchat Expert 02/08/2018 - 02:22
Okay, let me create a sample pivot table and upload it here. Once you've assessed the file, we can discuss on how to create the pivot table
User 02/08/2018 - 02:22
ok
Excelchat Expert 02/08/2018 - 02:28
Already done. Please see attached for your reference. Our source data is in January Sales sheet while our Pivot table is in Pivot output sheet. Once you're able to assess the file, we can then start discussing how the pivot was done.
[Uploaded an Excel file]
Excelchat Expert 02/08/2018 - 02:31
Okay, to create a pivot table same as the one attached, first you need to have the source data selected. You can select just a single cell from the source data, and Excel will automatically select the boundaries for your data.
Excelchat Expert 02/08/2018 - 02:32
In our case, selecting A1 of January sales will do. Next, go to the "Insert" tab of your Excel ribbon and click Pivot table. Notice in the sheet that your whole table was selected automatically even when you initially just selected cell A1. When a window appears, just click OK to create a new worksheet containing your pivot table.
Excelchat Expert 02/08/2018 - 02:33
In that new worksheet, you will notice that you have what you call "PivotTable Fields". Basically, you have your column headers: Salesperson, Products sold and Income generated, as your fields.
Excelchat Expert 02/08/2018 - 02:33
Below this, you'll notice that you have what you call pivot areas, namely Filters, columns, rows and values.
Excelchat Expert 02/08/2018 - 02:34
Basically, the function of the pivot table is to summarize data into an easily understandable method. For now, we wish to know the total products sold and income generated per sales person.
Excelchat Expert 02/08/2018 - 02:34
So if you can see, we first need to know what we want to see prior to trying out the pivot table. In our case, what we wish to see is the total products sold and income generated per sales person.
Excelchat Expert 02/08/2018 - 02:35
To do this, select and drag the "Salesperson" field to the rows. This will create rows per unique entry within the salesperson column in our source data.
Excelchat Expert 02/08/2018 - 02:35
Next, we wish to know the "VALUES" of the total products sold and income generated.
Excelchat Expert 02/08/2018 - 02:36
We can do this by dragging the products sold and income generated to the VALUES area.
Excelchat Expert 02/08/2018 - 02:36
This will automatically provide you with the SUM of products sold and SUM of income generated, which is our objective.
Excelchat Expert 02/08/2018 - 02:37
Depending on your target objective, we may reconfigure the pivot table differently. What we have done is only touching the basics of pivoting, as this subject is in fact broad. However, this basic pivoting actually works wonders for many uses.
Excelchat Expert 02/08/2018 - 02:38
I hope I was of help during this session. Attaching again the sample excel data containing the generated pivot table from a source data set. Thanks and have a nice day! :)
[Uploaded an Excel file]

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