If you work with large amounts of data, you will almost certainly benefit from using Excel pivot tables, to assist you in interpreting and making sense of that data.
Imagine you have the simple spreadsheet below, containing sales data for 2011. The columns of the spreadsheet have the headings "Invoice No.", "Date", "Item Details", "Quantity", "Price Each" and "Price Total".
A | B | C | D | |
---|---|---|---|---|
1 | Invoice No. | Date | Item Details | Price |
2 | BX00001 | 02/01/2011 | IPod | $600 |
3 | BX00002 | 02/01/2011 | Laptop Computer | $800 |
4 | BX00003 | 02/01/2011 | Digital TV | $1,400 |
5 | . . . |
. . . |
. . . |
. . . |
The rest of this page will show you how to create a simple Excel pivot table using the above spreadsheet, to show which were the peak months for numbers of sales and to find out if this varies for different item types.
The example below applies to Excel 2007, 2010 or 2013. If you are using an earlier version of Excel, you may prefer to see the page on how to create a pivot table in Excel 2003.
Before creating your pivot table, click on a single cell inside the data set. From this, Excel should be able to detect the range of data to be used in the pivot table.
Then complete the following steps :
You will notice that the pivot table is now populated with the dates in the left hand column and the count of each date (ie. the number of entries for each date) in the second column of the table, as shown aboveon the left.
However, we want the data to be grouped by month.
To do this, use the mouse to right-click on the left hand column (the dates column) of the pivot table
and select the option Group ...
From the list that appears, select 'Months' and click OK.
The grouping of the months results in the pivot table shown aboveon the right. From this we can clearly see that the peak month, in terms of the number of sales was December.
If you now want to discover if the peak month varies for each sales item, you can do this by creating a 2-dimensional pivot table.
Starting with the 1-dimensional monthly pivot table shown above, we now return to the 'Pivot Table Field List' Box. If this has disappeared, simply click anywhere on the pivot table and it will reappear at the right hand side of your spreadsheet.
Drag the 'Item Details' field into the 'Column Labels' area. You will notice that the Item Details are immediately inserted across the top of your pivot table, resulting in the final pivot table shown below.
From the final pivot table, it is now easy to see the monthly sales figures for each individual item type.