Use Excel PivotTables to quickly show running performance summaries by month and year. Easily switch between Customer and Product views.
- [Instructor] Running performance summaries…are an important gauge of how your business is performing,…especially if you're affected by seasonality.…In this lesson, we'll show you how to quickly create…some dynamic monthly running summaries with pivot tables,…then add in a year-over-year running summary…for good measure.…We'll also introduce a feature called sparklines.…We're using the 05_02 Running Summaries workbook…from the chapter five practice files.…Starting with our sales leaderboard…from our three-year data, I'm gonna click order date.…Notice that Excel has gone in and added years…as well as order date into the rows section.…
Now this isn't really all that intuitive…because years are grouped vertically,…and I could click on each one to expand it,…or I could right-click, expand and collapse,…and expand the entire field,…but then everything disappears off the field,…so that's not the best view.…So now what I want to do is grab order date,…and just order date, and drag that into the columns field.…Notice that I'm leaving years in the rows field.…
- Using, modifying, and sharing templates
- Importing data from a database
- Cleaning up data
- Refreshing queries
- Pasting data
- Sorting and filtering tables
- Using slicers
- Adding a dynamic commission calculation
- Using conditional formatting
- Working with PivotTables and PivotCharts
- Creating a leaderboard
- Create period, monthly, and yearly summaries
- Creating dashboards
Skill Level Intermediate
1. Getting Started with Templates
2. Importing Sales Data
3. Working with Tables
4. Analyzing Sales Data
5. Build Awesome Sales Solutions
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