From the course: Excel for Sales Professionals

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Create reports for multiple sales reps

Create reports for multiple sales reps

From the course: Excel for Sales Professionals

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Create reports for multiple sales reps

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- [Narrator] What you've seen so far with Pivot Tables and Charts is all well and good when you're willing to share details with your whole team. But what if you want to go over individual results with each of your sales reps, like in a one-on-one meeting? You don't necessarily want them to see each of their peers' information, especially when you're trying to focus on just them and their particular performance. We're gonna show you a new Pivot Table trick for this one. In this example we're using the 05-04 Reporting For Multiple Sales Reps example from chapter five practice files. Again, starting with our sales leader board, we're going to modify a Pivot Table with category, product and customer name in the row field. So I'm gonna click in the field list, choose category, come down to product name, and then scroll back up to customer name. Now I want to put order date into the column section. Notice that Excel has been thoughtful enough to add years and quarters for me, but I don't…

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