Learn the ins and outs of quickly sorting and filtering sales data in Excel with tables. Filter by top 10 accounts, or last quarter sales.
- One of the most common needs with data,…especially data that's been imported…from a database source, or even data…that your sales rep have input for you,…is the ability to sort it.…With table filters you can quickly sort…by any given column, just click on the column…and sort oldest to newest or newest to oldest.…This is already sorted so I'm not going to do anything.…But what if that sort isn't enough for you.…What if you need to sort by order, by sales rep,…by customer name, and so on.…You can go to the Data tab and click Sort,…and you'll see a Sort dialogue.…In this case, Sort already sees that Order Date is sorted.…
I'm going to add a level and I'm going to sort by Sales Rep.…And add another level, and sort by Customer Name.…And add another level, and sort by Sales.…And in this case in Sales, Excel wants to give me…smallest to largest, I want to do largest to smallest,…cause I want to see who my biggest customers…by Sales Rep are.…We're going to click OK, and Excel applies this sort for me.…Now one of my favorite things about working with tables…
- 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 Appropriate for all
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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