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How to use Pivot Table in Analyzing Sales
What is Pivot Table?
It is a data summarization tool
found in data visualization
programs
What are the benefits of
Pivot table ?
1
Automatically
count and sort
data
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2
Data
Analysis
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3
Total or
Average data
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4
Summary
of data
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5
Data
Tabulations
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6
Quick decision
making
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7
Find data
patterns
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8
Quick report
creation
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Project objective:
Organizing a large amount of
certain data set in condensed.
Let's get Started
Pivot Table using
Microsoft Excel
Part 1
Click Microsoft Excel
How to use Pivot Table in Analyzing Sales
Sample WorkSheet
This is
Column
This is
Row
Cell A1
Sample data for Pivot Table
Data of
Soda Sales
Data Consists of the
following Items
1. Order Number
2. Product
3. Size
4. Quantity
5. Price
6. Sales
How to use Pivot Table in Analyzing Sales
Click Cell A1
Hold Shift + End + Arrow
down
How to use Pivot Table in Analyzing Sales
Click Insert
Click Pivot Table
You will
see this
Click
New
Worksheet
then OK
I choose New Worksheet so you will
not confused with your data
This will
appear
Create
Pivot table
Using
Pivot Field
List
What are
areas?
Report Filter
is used to apply a filter
to an entire table
Column Labels
used to apply a filter to
one or more columns
have to be shown in
the pivot table
Row Labels
used to apply a filter to
one or more rows that
have to be shown in the
pivot table
Values
field that has numerical
values that can be used
for different types of
calculations
Click Order
Number
and Drag to
Report
Filter
Drag
Product to
Row Labels
Drag Size
to Column
Labels
Drag
Quantity to
Row Labels
Drag Price
to Row
Labels
Drag Sales
to Values
Click Sum of sales
then
Click Value Field
Settings
Choose calculation
Click
Number
format
Change currency
Then click OK
Sample
Pivot
Table
Report
To view Order each order
number
Click
Order
number
Click one
item OK
Shows that Total Sales from Order
No. 20170007 is $34.00
Try to put
Quantity to
Column
Quantity in Column Label
You can minimize data
You can also Insert Graph
Click cell
Click Insert
Click Chart
Choose
here
Sample Graph generated from Pivot table
From the Graph and Table you can
analyze if the sales is increasing
or decreasing
Product
Sizes
Quantity
Click Filter Pane to Edit
Click to Report Filter
Click to order number then OK
Sample Filter for Royal order number
20170005
Click Axis Fields categories
Click
Product
then ok
Click Legend Field then choose to filter
Click
value
then ok
Sample Graph for Coke only
Pivot Table using
Google Spreadsheets
Part 2
Go to Google Search and Type Sheets
Go to Google Search and Type Sheets
Click link here
Click here
Click Blank spreadsheet
Click here to Rename
Using the same Data from Excel File above
Click Data and Click Pivot Table
Create Pivot table using Editor
Letter corresponds to Column
Click Add Field
Click Column to
Add
Sample Pivot Table Created
To delete
field
Click here
Click here to Minimize data
Click here to set calculations
You can choose calculations here
How to Insert Chart?
1. Drag Cells create Chart
How to use Pivot Table in Analyzing Sales
2. Click insert chart
Recommended
chart
Chart types
Here are the samples
Aggregate column A
Switch rows / column
Use column A as headers
Use column A as Labels
Click here to
Customize
Chart
Type Title of your Chart
Customize the Legend
Customize
1. Font
2. Background
3. Line annotations
4. Features
Chart Created from the Pivot Table
You can analyze the
flow of sales for
each Product
Sample:
1L product is
the highest
sales
Based on the report
You have to
increase sales of
12 oz
What’s Next?
Do some marketing
strategy for other Products
to Increase your Sales
Create your Pivot Table regularly
for
Analyzing your Sales
How to use Pivot Table in Analyzing Sales

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How to use Pivot Table in Analyzing Sales