How Well Are Products Selling over Time?

To review product sales, use the PivotTable Wizard to create a PivotTable showing the sales performance of each product (ROW area) by order date (COLUMN area). If this view still has too much detail and too many columns to see at once, you’ll want to see monthly totals instead of daily details. A PivotTable can quickly group the dates by month.

When you run the PivotTable Wizard to create a different summary, first select the Another PivotTable option in step 1. Then, select the New worksheet option in step 4. Because Microsoft Excel reuses the data from your first PivotTable, your workbook stays smaller and the changes you make to your source data are reflected faster in your PivotTables.

Select a field button   when you click a field button, the entire field is selected automatically. To select the button without selecting the entire field, click again.

Refresh Data button

Update automatically   When you make changes to the original data, your PivotTables can be updated automatically and can grow and expand. On the PivotTable toolbar, click Options (PivotTable menu), and then click Refresh on open. Or you can click the Refresh Data button on the PivotTable toolbar at any time. Make a PivotTable directly from external data   When you use data outside your worksheet, your PivotTable can be updated automatically when the data changes. If you have Microsoft Query installed with the appropriate ODBC drivers to access external data sources, select the External data source option in step 1 of the wizard. For more information on installing Microsoft Query, see Get Sales Information from a Database. Add calculated fields and items   You can add calculated fields and items to your PivotTables. Select a field or item in your PivotTable. On the PivotTable toolbar, click Formulas (PivotTable menu), and then click Calculated Field or Calculated Item.

Page Fields: Another Way to Group Information

A single PivotTable can generate several related reports by using page fields. A page field lets you display your data in three dimensions.

For example, you could edit the Sales by Product PivotTable to use the Name column as a page field. This field lets you view the sales by product for each sales representative, or for all representatives combined.

For PivotTables with many fields, page fields are a great way to keep your tables compact and readable.

Office Assistant button

Want to know more?   Look up Getting Results - Sales Summary in Help.