
David B. answered 03/22/19
CPA CGMA MBA MTAX 3 Years of College Accounting Teaching Experience
Creating a Pivot Table is much easier to construct than people tend to believe. It is very helpful when you have a large amount of data and you need to see the information and numbers in different formats.
Let’s assume we have an e-commerce vendor who has customers in cities throughout the country and may want to know her revenue or quantity sold by city or item purchased. To begin the Pivot Table calculation, open up a new worksheet, on the first tab import the data or enter the data manually. You must have a title for each of the columns. A small sample of the data sheet cells may look as follows:
CUSTOMER CITY ITEM PURCHASED QUANTITY PRICE TOTAL
A Station City T-Shirts 25 15.00 375.00
B New City Gym Pants 5 22.00 110.00
C Station City Jackets 10 40.00 400.00
1)The above sample of the data sheet is where the pivot table will pull the information.
2) Put your cursor in the top left cell of the data sheet. Make sure you are capturing the column headers and drag the cursor down to the bottom right hand corner of the data, highlighting the whole table.
3) Go to the Excel ribbon above and click on the "Insert" tab.
4) Then click on "Pivot Table" on your left.
5) A function box will appear. You will see in the box the table range you highlighted.
6) For simplicity, click on "New Worksheet," and click "OK."
7) A new tab will appear at the bottom.
8) The new Pivot Table Field Box will allow you to sort the data based on the box you click.
9) If the vendor wants to know how revenue was received by city by item she will check off: City, Item Purchased, and Total. The pivot table will show the result by column and row in their respective cells as follows:
Row Labels Sum of TOTAL
Appleton 1,225
Jackets 400
T-Shirts 825
New City 1,989
Gym Pants 264
Jackets 1,200
T-Shirts 525
Newtown 400
Jackets 400
Newtown Square 2,205
Gym Pants 330
Jackets 600
T-Shirts 1,275
Station City 2,854
Gym Pants 704
Jackets 800
T-Shirts 1,350
Grand Total 8,673
10) If the vendor wants to know how the items were received by city by item she will check off: City, Item Purchased, and Total. The pivot table will show the result by column and row in their respective cells as follows:
Row Labels Sum of QUANTITY
Appleton 65
Jackets 10
T-Shirts 55
New City 77
Gym Pants 12
Jackets 30
T-Shirts 35
Newtown 10
Jackets 10
Newtown Square 115
Gym Pants 15
Jackets 15
T-Shirts 85
Station City 142
Gym Pants 32
Jackets 20
T-Shirts 90
Grand Total 409
I hope this was helpful. If you have any questions, please message me I will try to get back to you within 24 hours.