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pivot tables

Pivot Tables

This week we learned about pivot tables.

Pivot tables are great when you have alot of data that you want to quickly interpret
They work great for sales reports!
The really cool thing is that you can add filters. i chose to filter by the names of my sale people. i liked that idea so much that i decided to pin point on one single salesman. That really comes in handy when you are making employee evaluations.
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data visualizations pivot tables

Pivot Tables

A pivot table is a tool that allows creators to summarize, organize, and sort (by sums, averages, etc) their data sets. Pivot tables are simple to create and allows creators to manipulate what exactly the chart focuses on. A few examples, I found during research, shows the different uses as well as highlight how the table makes comprehension of data go much smoother.

https://www.nytimes.com/interactive/2020/us/new-york-coronavirus-cases.html

The above pivot table was an example I found that was updated in real-time and created by the New York government to keep residents updated on the amount and averages related to Covid-19 deaths. It is well organized and listed by individual counties throughout the state.

https://www.inquirer.com/business/wharton-mba-graduate-admissions-salaries-recession-pandemic-coronavirus-20201126.html

A much smaller but straight to the point pivot table I found on the inquires website highlights the average income graduates receiving after attending Wharton college. It shows slight changes between the comparison years but puts emphasis on starting salaries. The intended purpose of this table was more for persuasion on why students shoule attend this institution.

https://corporate.walmart.com/media-library/document/2020-walmart-annual-report/_proxyDocument?id=00000171-a3ea-dfc0-af71-b3fea8490000

Another use I found for a pivot table was an annual report of business earnings and spending. Large corporations, such as Walmart release annual data for public analysis. The use of the pivot table above makes the data easier to understand and follow. This particular chart highlights the properties worldwide owned by the Walmart Corporation.

Pivot tables have a larger variety of uses because the table can be manipulated to place emphasis on specific areas. Here is a beginners guide to creating and using pivot tables.

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pivot tables

Pivot Tables

A Pivot Table is one of the basic data analysis tools. It is a summary of your data. Pivot Tables can help answer many important business-related questions. They are used to pass information.

A Pivot Table can: 

  • group items/records/rows into categories
  • count the number of items in each category, 
  • sum the items value
  • or compute average, find minimal or maximal value etc.
This examples shows how sums and row labels are shown on Pivot Tables

Above is another example of a Pivot Table. This table organizes the data and groups and sorts the information in a way that makes it easier to read. A Pivot Table was a good choice for this data.

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pivot tables

Pivot Tables

Lumeer.IO offers web-based automated pivot tables that connect users through a cloud and help them to work remotely. I added the video to show how useful this website can be for people that need to work on a project.

Time worked on an assignment by individual assignees. The pivot table above could be useful to help keep track of people working together. This can help the team see individual and collective efforts on the project. We can see who has worked the most by who has the higher percentage and a representation of that as its regular value.

This pivot table could be very useful to the manager of a store. This shows which genders are buying more of a certain category of product. It also shows who is buying more products overall by the sum total. Knowing these trends can help a store to plan accordingly for bigger revenue.

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pivot tables

Pivot Tables

What are Pivot Tables?

The Excel tutoring site EXCELJET describes pivot tables as, “one of the most powerful and useful features in Excel”. These interactive tables allow users to breakdown large data sheets into more manageable pieces that can focus on specific areas of the data. EXCELJET offers a quick and easy tutorial that breaks down each step needed to create an amazing pivot table.

My Personal Experiences

I was lucky enough to have used pivot tables before as part of an internship with a utilities company. They tables were a huge help when we needed to categorize and sort through large amounts of customer data.

The table above is just a small sample of the type of data we would have to work with and they would often include thousands of customers. Pivot Tables allowed us to quickly organize this data into whatever form we needed. Whether that was….

by the type of services they used,

the length of the time that they were customers,

or to quickly find certain accounts for auditing purposes.

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pivot tables

Pivot Tables

A pivot table shows statistics like averages and sums with various fields that summarize data. I came across a youtube video that explains what a pivot table is, what it contains, and how to make one. The first screenshot, it shows a pivot table and some of the fields the person decided was the best fir for their data.

Here the speaker mentioned how pivot tables show summaries. You can enter calculations to excel and it will calculate the formula for you and continue to add the numbers that come after.
Next, the speaker shows how you can choose the type of pivot table for your data. They are also recommendations on how to display your data. The next slide just shows how you can sort fields to columns, rows etc.
Here I wanted to show the end result but I could not figure out how to take the YouTube icons for other videos out. The speaker color-coded the table so it would be easier for us to read. He also changed labels to “products” and “quantity sold” so readers would understand what the values represent. I found these example and tables easy to use because it is labeled and it is color-coded which helps people look at the table easier. I also find it easy that we do not have to manually plug-in formulas or each number we want to represent. We can highlight the whole row for the formula to apply.

Categories
data visualizations pivot tables

Pivot Tables

Pivot tables are a great feature in Excel that allows you to analyze large data sets very quickly. This short video gives a brief introduction on what they are and how they function.

Here are 3 different times a pivot table can be useful when analyzing data in the real world:

  1. Compare sales totals for different products across regions

You have an endless list of sales data for various products as well as regions. You want to see which products have been bringing in the most money in each respective region but adding up the columns in Excel would take a lifetime. This is a perfect example in which a Pivot Table would come in handy.

How to use the Excel GETPIVOTDATA function | Exceljet

It allows you to rearrange the data so that you can see sales by product and region in less than a minute. You also have the option of displaying the total sales by product as well as grand totals for each region.

2. Show product sales as percentages of total sales

You can also use Pivot Tables to display percentages along with the totals to see how various products are performing compared to each other.

PivotTable percentage of column | Excel, Column, Online training

3. Get an employee head count across departments

Pivot Tables in Excel allow you to quickly count rows that share something in common. You have a list of employees and their respective departments and need to figure out how many employees are in each department. A Pivot Table allows you to quickly summarize this information without having to do a manual count.