Sales data analysis excel
You can insert/remove decimals, insert 1000 separator, convert to percent etc. To change the number format, Right click on the pivot table and Select Number Format and choose the format you want. This is how we can summarize the data with the help of Pivot table.Ĭheck out our updated Data Analyst Skills Training Excel Course Pivot Table ReportFormatting/ structure Number formatting You can select the month from the dropdown list. If you want to get the sales by month, drag the month in the filter section. Similarly, if you want to see the sales by region and salesperson, just drag the Salesperson field in the column section. You must drag the fields to the relevant section (rows, columns, values etc.) based on the type of report you want to create.įor example, if you drag the region in the rows section and revenue in the Values section, you get the following report. Below is the area for the fields we want to see in our Pivot table. This is the reason why we should have a header for each column in the data set. The field names are the headers of the data set (Journal, Month, Salesperson etc. You get a Pivot table set up in another sheet. It again asks if the Pivot table report is to be placed in the New worksheet or existing worksheet. The table range is automatically selected. To insert a Pivot table, click anywhere on the data, Go to the Insert tab and click Pivot table. You get the below dialogue box. We want to create a report showing sales by regions and salesperson. Here we have a data set showing monthly sales by regions and person.
#SALES DATA ANALYSIS EXCEL HOW TO#
Your data set is good for the Pivot table.Ĭheck out our Free Excel Courses How to insert a Pivot table? Once you ensure that all the three conditions are met. There are no totals/ sub totals in between.All the columns in the data set should have headers.The data set should not have any empty rows/ columns.Let us learn a few features of Excel Pivot Table in this article.īefore inserting a Pivot table, you need to ensure that the data is in proper format. If we have a large data set and want to get quick insights, it is important to know the Excel Pivot Table function. It can help summarize data, reorganize data, group, sort and filter data quickly. It helps prepare reports and get insights from huge data sets with just a few clicks.