- Hey everybody, Tory here.
Welcome back to the channel.
Today, we're gonna talk about six ways
to create Excel Pivot Tables, what they are,
and why they're an integral part
of taking your business from here to here.
Knowing how to organize data
and how best to use Pivot Tables
can be very, very confusing.
But don't worry, we'll make it super easy
so that you can know how to get the best out of using Excel.
To better follow along,
we highly recommend downloading
the 10 Free Excel Templates pack right now
by clicking the link down in the description.
Whether Excel is new for you or you know Excel in and out,
these templates will help you organize
and present your data.
Okay, so Pivot Tables, we know them, we love them.
And if you don't know them, allow me to reintroduce you.
A Pivot Table collects a large amount of data
and helps you look for trend.
The reason they're called Pivot Tables
is because you can pivot the data super easily,
so you can look at it from a different angle
or look for a different trend.
Pivot Tables are used for tons of different reasons,
from comparing sales numbers of different products
to filling in empty sales with default data.
No matter the situation, Pivot Tables have your back.
So, how do you make one of these?
Well, let's get right into our first step.
Step one is to enter all data
into a range of rows and columns.
This is a foundation that you can build your Pivot Table on.
How you organize these rows and columns
should help you see the data that you're entering.
For example, if I wanted to see
how my blog posts were doing,
I might enter all the titles in one row,
the URLs in another, and the clicks in the lab.
Moving into step number two,
sort all your data by attribute.
Excel is great not just for seeing your data,
but for organizing and manipulating it.
Click on the Data tab and hit the Sort icon underneath.
From here, you can sort any column you want in any order.
For example, I could select my Clicks category
and then hit OK.
You can order from highest to lowest
or lowest to highest.
Okay, so before we get into our third step,
I can sense some of you being like,
"Tory, you are just doing a great, bang-up job
explaining this right now.
But I would love to dive even deeper into Excel.
Well, lucky for you.
We happen to be offering a free course that does just that.
Our Excel for Marketers Academy course
we will go into great detail
on how to use Excel to your advantage.
You'll get a chance to explore how to work with,
analyze, and visualize data in a slick new way.
If interested, check the link down below.
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- All right, back to the steps.
We're getting into step number three, highlight your cells.
Now, we can get into the Pivot Table
by highlighting the cells you wanna collect.
Once highlighted, these cells can be manipulated
to display your data.
You can either hit Insert, Table, and select Pivot Table.
After highlighting the cells you wanna look at
or select Pivot Table
and manually put in the cells you wanna see.
You'll then get to choose
to either start the Pivot Table in a new worksheet
or keep it all in the one that you're already looking at.
You can also take a look at the recommended Pivot Table
next to the Pivot Table icon
for suggestions on preset organizations of rows and column.
Next up is step number four, drag and drop time.
After you've created the Pivot Table from step number three,
you have a blank Pivot Table.
Now, you need to drag and drop a field
to one of the values you gave
when you created the spreadsheet
into the row labels area.
This helps the Pivot Table know how to organize the data.
For example, if I wanted to look
at my blog page views by title,
I drag the title field name down into the rows.
That moves us into step number five, setting a Values area.
Now that you have your rows,
you'll need values to set them by.
So if I wanted to see all my blog posts by title,
the rows are set by titles
and I would just drag the view count
into the Values section.
This will let the Pivot Table know
what value to assign each of the rows
from the original sheet.
And finally, step number six, fine tune your calculations.
Values are calculated automatically into Pivot Tables,
but, if you're interested in the average minimum or maximum,
you can view that easily.
To change how these values are calculated on a Mac,
click on the I next to a value.
Select what kind of calculation you want and hit OK.
The Pivot Table should then update
with a brand-new value.
On a PC, same idea, different steps.
Click the small triangle and select value field settings
to make whatever adjustment you want.
You can save at any time
and use this data for all of your marketing needs.
Hey, you made it!
That's six steps to creating Pivot Tables.
When you have time,
play around with all that Pivot Tables have to offer,
and you should be using this new info
to spring your business to the next level.
Again, don't forget to click the links in the description
to get your Excel templates
and sign up for an academy course.
Until next time, I'm Tory. Adios.
To filling the out.
From comparing sales numbers...
Lights, you are not gonna stop my shine light.
Oh, perfect timing.