I've trained thousands of people in Excel - all levels and I can tell you almost everyone is intimidated by Pivot Tables. Today's blog post has just 1 goal: if you use Excel - you need to know how to create a Pivot Table. It's so much easier than you think - so check it out.
Talking to people - I've learned one of the big reasons for users not learning or using Pivot Tables is they think they don't need them. So here's the deal, if you use Excel even a little - you need to know how to create a Pivot Table. They are for everyone. sure, you can use them for really complex things - but most people will use them to create super simple summaries of data....daily.
If someone sends me some data - often times - one of the first things I do is create a Pivot Table to see how much data I have, how diverse it is, how many categories of information etc. It helps me understand the high level summary information about the data.
This means just take a quick look at your data and see if it's ready for a Pivot Table. It's super simple:
Here's an example of the data I'll be using as our example.
This is so much easier than you think. Simply click on any cell in your data and click Insert...Pivot Table on your ribbon in Excel.
On the next screen, just verify the data range is right and click OK.
All you need to do is check the fields your interested in.
Your Pivot table will look like this.
Remember, if you haven't taken me free course - 3 Excel Tips to Super Charge your Excel Skills - you can take it here.
AND, if you love these tips and tricks and can't get enough - here's a link to my course:
Your Excel Guru
Kari