In this article, you will learn what a pivot table is and how to use it in Google Sheets.
A pivot table allows you to organize, summarize and analyze data. If the amount of data you are looking at is small, a function and/or a filter or filter view may be enough to arrange and analyze the data. However, suppose the volume of information is significant. In that case, a pivot table is recommended because it is easy and quick to use. Still, it equips many functions, such as calculating average sales amount by person, showing the number of deals by region, and so on. You can create a pivot table by following suggestions from Google Sheets or manually.
Creating a pivot table based on Google Sheets’ suggestions
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Creating a pivot table manually
If you don’t find an ideal pivot table in Google Sheets’ suggestions, you can make a pivot table by yourself.
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Step 3 and 4
Learn how to create a pivot table with an example. Assume you have the following data. You want to know the sum of sales for each salesperson quickly. First, make a pivot table manually by following the steps described above.
When you insert a pivot table, you will see the frame at the top left corner of the sheet and the “Pivot table editor” on the right side. In the editor, you can see (i) the selected data range, ‘50’!B2:F22 in this example, (ii) Suggested pivot tables, (iii) “Row”, “Column”, “Values”, and “Filters”, which correspond to those in the frame, except for “Filters”, and (iv) table headers in the source data table, such as “Deal Code”, and “Sales Person” on the right side of the editor.
To generate a table, you must assign the items to the appropriate locations. When you set an item in the “Row”, “Column”, “Values”, or “Filters”, you can click the “Add” button next to each section name or drag an item from the list and drop it onto one of the sections.
Recall we are trying to make a summary table showing the sum of sales for each person.
As you can guess from the picture below, you can adjust the create table by changing choices in drop-down lists in the selected items. In this case, for “Salesperson” in the “Row” section, you can change the order of names (e.g., ascending or descending) and the way of sorting (e.g., Salesperson or Sum of Sales ($) amount). By checking the box next to “Show totals”, you can add a row at the bottom of the table. For “Sales ($)” in the “Values” section, you can select how you show the values. By switching the “Summarized by” pull-down menu, you can use other functions such as COUNT and AVERAGE instead of SUM. You select a different format in the “Show as” pull-down menu, such as “% of row”, “% of column”, or “% of grand total”.
Next, imagine you need to see the sum of Sales ($) by salesperson and customer region. Also, as David is no longer in your company, you want to see only the other three salespersons.
You can make changes to the added items, “Customer Region” in the “Column” section and “Salesperson” in the “Filters” section. In the “Column” section, you can make similar adjustments to what you can do in the “Row” section. In the “Filters” area, you can use it the same way as a filter in a worksheet. Note that you can delete the item from each section by clicking the “X” sign at the top right corner of each item and that you can assign more than one item to each section if necessary.
You can create a table shown by using basic functions SUM and SUMIFS but utilizing a pivot table is quicker and easier. Consider making a pivot table next time you need to summarize, organize or analyze a certain amount of information and save time.
Yes, they do, as they are dynamic. Once you change the original data, the changes are immediately reflected in a pivot table. However, you should be careful in the following cases.
Wondering how to automate your custom Pivot tables and bring live QuickBooks Online data in? Check LiveFlow. It will connect live data and update any table as you need it. Here’s an example:
If you don’t get the solution to your question in this article or you are interested in learning the other advanced tips in Google Sheets, you may find the answers in the following articles.
Check the following articles to use Google Sheets more efficiently.
Read the articles below to organize your data in Google Sheets.
Go to the following pots to learn how to create a pull-down menu or limit data input in a cell.
Do you want to learn how to use Google Data Studio? Navigate to the article below.
Are you learning this tip to visualize financial data, build a financial model, or conduct financial analysis? In that case, LiveFlow may help you automate manual workflows and update numbers in real-time. You can access various financial templates on our website, from the simple Income Statement to Multi-Currency Consolidated Financial Statement. You can also customize these templates as you want without breaking the automated data inflow.
To learn more about LiveFlow, book a demo.
Learn how to do this step-by-step in the video below 👇