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There are also other options available for displaying the values: in the value field settings, switch to “Show values as”.

From here, you can choose different formats as well as currencies. By clicking on the “ Number format” button, you will be brought to a window that allows you to format cells (this is also available when working normally with Excel). As you can see, many other types of display are also available (the calculation types correspond to the Excel functions).įor monetary values, it makes sense to have them displayed in the appropriate currencies. Here, under “Summarise values by”, change “Count” to “Sum“. To do so, click on “Sales” in the “Values” field and navigate to the “ Value field settings”. If you are more interested in the monetary value of the sales, and less so in the number of sales transactions, this can easily be altered. The pivot table also displays the overall results automatically: there were 3 sales in the month of June, and 24 sales for the whole year. This gives the user the option of placing the blank figures into context and then evaluating them this way: Laura made two sales in April. Instead of the original monetary values, placing them under “Values” directly results in the “Count of sales”. In our case, Excel automatically determines the amount of sales per month and per employee. Excel creates the table automatically: a table with category appropriate columns and rows is created from the original table with four columns related to the data set. The two product types are applied to the filters, allowing us to evaluate the table according to Package A or Package B.įinally, our sales are reported under “Values”.

The pivot table automatically analyses the information it receives from the data set and determines that twelve different months and four different employees were involved. In our example, we enter the months in the rows and the employees in the columns. Fields entered here become the main focus of the table. those you would like to view in isolation.

Under “Filters”, you can specify the categories that you would like to view in the history, e.g. In general, it makes sense to define a field for the column names and one for the rows. By distributing the fields into the relevant areas, you are creating the actual pivot table.