From the course: Excel: PivotTables for Beginners
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Solution: Build a sales summary PivotTable
From the course: Excel: PivotTables for Beginners
Solution: Build a sales summary PivotTable
So this is the solution to challenge 02. You can see that my dataset is now in a table. If we jump up to the table design ribbon, you can see it says sales data. We then on the dashboard tab have three different PivotTables all formatted with a slicer. When we click on the different slicer options, you can see that those pivot tables below are updating. So let's walk through this from the beginning. Now, to make this a bit easier to see, I'm going to have my instructions on the right hand side of the screen and the spreadsheet that I'm working in on the left. So the first thing to do here is format the data on the sales worksheet as an Excel table. So let's press control T. Yes, my table has headers. Let's click on OK. And remember, if you don't like the style, you can change it to something else. And I'm going to give this table a name. We're going to call it sales data and press enter. So now I need to create my three pivot tables and the first one is units sold by Sales Manager. So…
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Contents
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(Locked)
Create a PivotTable and pivot the fields6m 45s
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PivotTable aggregation: Sum, Count, Average, and more4m 46s
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Format PivotTable values: Currency, percentage, and more3m 45s
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Customize the PivotTable report layout7m 32s
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Add slicers to filter PivotTable data6m 23s
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Group dates in a PivotTable (days, months, quarters, years)3m 46s
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(Locked)
Refresh a PivotTable after data changes4m 15s
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(Locked)
Use Copilot to generate and analyze PivotTables6m 27s
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(Locked)
Challenge: Build a sales summary PivotTable3m 18s
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(Locked)
Solution: Build a sales summary PivotTable6m 45s
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(Locked)
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