WEBVTT 1 00:00:01.260 --> 00:00:08.010 William Rosener: Well, this is Dr bill welcome back and this instructional video you'll learn about pivot tables using Microsoft excel. 2 00:00:08.400 --> 00:00:16.049 William Rosener: And pivot tables just to summarize to sort to reorganize the group to count total were average data sorted in a table. 3 00:00:16.470 --> 00:00:25.410 William Rosener: allows us to transfer columns and rows and rows and columns allows grouping by any field or column using possibly advanced calculations on them. 4 00:00:25.830 --> 00:00:36.180 William Rosener: The pivot table is a tool and Microsoft excel that allows you to quickly summarize huge data sets with just a few clicks the start by taking a look at what you learn how to create and then we'll get started them. 5 00:00:36.750 --> 00:00:43.590 William Rosener: So in this case will be creating to pivot tables, the first one, or, if you take a look at the customer, or the store and the profit. 6 00:00:44.130 --> 00:00:51.000 William Rosener: And so I can use this to you, so if I wanted to maybe if I just wanted to compare two of these stores, I can use like. 7 00:00:51.540 --> 00:01:01.740 William Rosener: Just like those two stores cases and dollar general and these are take a look at a profit and i'll show you how we can easily change that rather look at the profit, we will look at the revenue. 8 00:01:02.460 --> 00:01:09.960 William Rosener: Then we're going to come on down here and that one that one was looking at kind of two values now we'll get to three will be looking at the customer. 9 00:01:10.470 --> 00:01:23.880 William Rosener: will be looking at the region and then also, in this case will be looking at the revenue, so in this case i'm looking at the south, if I wanted to I could easily just take a look at the North and there it is. 10 00:01:25.290 --> 00:01:35.280 William Rosener: So we're going to find is it's kind of the equivalent to sorting all this data and adding them up, but also asked me to change rows and columns and easily work with some. 11 00:01:36.360 --> 00:01:53.310 William Rosener: Very large datasets there, so another we get nowhere in do let's get started here so in the same area as you found a link to this video and you should also find this dataset i've got my assignment dash data, if you want to you can just call years assignment. 12 00:01:54.570 --> 00:02:01.350 William Rosener: Okay, and the very first of all we're going to do is just that we're going to create a pivot table and what's been looking at the customer and the profit. 13 00:02:01.890 --> 00:02:18.660 William Rosener: And to do insert that table is going to come right up here i'm going to press on insert until you or maybe i'll Double Click there so it's always available someone position my cursor i've got it here in she to i'm going to press right up here on insert i'm gonna choose pivot table. 14 00:02:20.100 --> 00:02:32.430 William Rosener: And I could actually highlight a one go way down the bottom, which is ugly there's 100 rose so dope another senderos so I can press either I can type A want colon he 100. 15 00:02:33.150 --> 00:02:41.280 William Rosener: They want a 100 and i'm going to have this insert into the existing worksheet I could put it into another tab accepted their books can have an insert right here. 16 00:02:43.140 --> 00:02:50.280 William Rosener: Okay, so in this case, what i'm gonna do is, we take a look here i've been placed and filters columns values and rules. 17 00:02:50.910 --> 00:03:09.120 William Rosener: And on this one, I was looking at the profit so i'm gonna drag the profit over here into the values and then i'm going to take the customer and put that into the Rose but if I wanted to watch again is simply a change, where I position that I want to change the rows and columns there. 18 00:03:10.290 --> 00:03:18.870 William Rosener: Okay, and it was that simple there, so in this case, I wanted to like I did earlier, I could take a look at just a couple of the stores. 19 00:03:20.400 --> 00:03:26.250 William Rosener: And he's the compare the profit on cases and dollar general there. 20 00:03:27.510 --> 00:03:33.480 William Rosener: If I was interested in taking a look at the revenue or I could do is I can actually delete this one. 21 00:03:34.500 --> 00:03:52.590 William Rosener: and drag a revenue down there, so now really take a look at the Prophet will get revenue and i'm gonna go ahead and get that back to her was some good and not drag profit right down there some take a look at the roses customer in the values is profit there. 22 00:03:53.760 --> 00:04:00.840 William Rosener: And again, I could easily add I can simply hit select all and get all the stores visible down. 23 00:04:01.920 --> 00:04:09.780 William Rosener: OK next one we're going to do is we're going to kind of be taking a look at the region customer and then, this one is going to take a look at Robin. 24 00:04:10.500 --> 00:04:21.960 William Rosener: So in this case i'm going to position by cursor here in G and I tell you what before I forget I need to mention that we're working with pivot tables it's going to create a pivot cash. 25 00:04:22.470 --> 00:04:27.090 William Rosener: And so what you're going to find is this one let's take a look at the prophets I take a look at cases. 26 00:04:27.690 --> 00:04:44.820 William Rosener: Typically, when I modify a value you're going to see that it's going to automatically updated this taking a look at a cash value so if I come along and start adding some more values here, increasing that notice it has not increased. 27 00:04:46.140 --> 00:04:57.600 William Rosener: Profit over here on this table over table, so if you want to do that you're going to have to do, simply create a new pivot table, which again was, like all of two seconds time so let's go ahead and. 28 00:04:58.800 --> 00:05:07.200 William Rosener: create another pivot table we come right up here at insert pivot table, and the same thing here on the type A one. 29 00:05:08.820 --> 00:05:10.680 William Rosener: On E 100. 30 00:05:12.030 --> 00:05:15.030 William Rosener: And again, an existing worksheet and press OK. 31 00:05:16.350 --> 00:05:30.540 William Rosener: So in this case again I want to use revenue, with the values and i'm going to use customer or the Rose and then i'm going to use a region or the columns. 32 00:05:31.620 --> 00:05:43.470 William Rosener: In about momentarily includes that and since i'm one take a look at what I was doing there, I was only looking at one, so if I just want to take a look, and quickly, isolate maybe there's some problem or something. 33 00:05:43.890 --> 00:05:52.380 William Rosener: I just want to look at in this case i'm looking at just the south, looking at these very stores i'm taking a look at their revenue. 34 00:05:53.160 --> 00:06:07.650 William Rosener: So if I wanted to I could take a look and change directions whoops change directions, I would come right up here and maybe I could take them and notice, I can actually have three of the regions so then i've got the north to south and the east and. 35 00:06:09.300 --> 00:06:22.290 William Rosener: You almost need to draw an imaginary line right here, because I can take a look it's kind of shifts need to love wanna, let me just take it to the post exercise good one let's go right back to us with them South there. 36 00:06:23.340 --> 00:06:24.600 William Rosener: So anyway. 37 00:06:25.620 --> 00:06:37.650 William Rosener: the beauty of these pivot tables, is it going to quickly logic to summarize data without this if I wanted to take a look at all the revenue or the profit for a particular store. 38 00:06:38.070 --> 00:06:46.950 William Rosener: I personally have had to sort this, then I would have had won't do a double sort first by on the customer, and then they also by the region. 39 00:06:47.400 --> 00:07:00.300 William Rosener: And I would have had to add them all up using the pivot table, you can see how easy it was to kind of took care of all the sorting in the swimming so the submission here was adding them all up for me as well here. 40 00:07:00.810 --> 00:07:13.020 William Rosener: So, in the case of cases I started adding up the profit supply start adding up all the profit or cases again part of the reason for using this larger data severe. 41 00:07:13.500 --> 00:07:21.270 William Rosener: Is because Okay, if you just got 10 numbers sometimes it's not that impressive, but in this case we've got 100 and then gets a little bit more impressive. 42 00:07:22.140 --> 00:07:29.190 William Rosener: Well, hopefully, you know this video you'll learn how easy it is to create a pivot table in Microsoft excel and how kitchen next video thanks bye.