Pivot tables are a useful feature all accountants should be familiar with. In this video, learn how to use pivot tables for accounting in Excel.
- [Instructor] One of the most interesting tools…in Excel are pivot tables.…These are great for summarizing information…based on various metrics or characteristics of the data.…Let me show you what I mean.…I'm in the 02_07_Begin Excel exercise folder.…All right, so in our fourth tab here, tax categories,…we have various types of expenses…that the firm has incurred.…Perhaps we want to add a pivot table…to help us visualize this and look at different pieces…of information about the firm.…
So in order to add a pivot table,…I'm going to click on any cell.…In this case I've chosen E2…but there's nothing special about that.…Then I'm going to come over the the insert tab…and click on it and I'm going to insert a pivot table.…I'll come over here to pivot chart and I can either add…just the pivot chart or a pivot chart and a pivot table.…I'm going to add the pivot chart for right now.…Next, I need to go and pick the range of data…that I'm interested in using.…
So, I'm going to take data from the income tab…and I'm going to use all of my data for this period.…
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