How to Use

1.Microsoft Excel
2.Google Spreadsheets

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
What is Pivot Table?

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 A PIVOT TABLE is a
program tool used to
reorganize data in a
spreadsheet to obtain a
desired report more
effectively.
2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-
ARLENE JOVITA
 What are the
advantages of using
Pivot Table?

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 It sums up large
amount of Data into a
small amount of space.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 It helps decision-
makers use data more
efficiently.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Keeps presentation
of information more
organized.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
It provides interactive
data analysis.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
It can link presentation
to external data
sources.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Data can be combined
from multiple sheets.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Can create chart of
summarized data in
the Pivot Table.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Isn’t it EXCITING?
Now let’s START!

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 PART 1
Pivot Table in

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Here is the sample data for our
Pivot Table tutorial.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
The sample is about Summary
of Rice Sales.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 It states the branch, rice
variety, period of sales and
total sales.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Drag the data then click
Insert Menu.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
In the Insert menu, Click
Pivot Table.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-ARLENE JOVITA

Dialogue box appears for
data you want to analyze.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Select table range or you may
use an external data source.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
I prefer new worksheet to make
presentation neat and tidy.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
To build a report, choose field
from the PT Field List.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Click Branch and drag to
Report Filter.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Assign Rice Variety to Row
Labels.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Drag Period to Column
Labels.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Click Sales and place it to
Values.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Values can be summarized
according to preference.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
New presentation is generated
on the right thru Pivot Table.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
To view only the total sales of
Branch M-1.

Unclick All
then
check M-1
and click
OK.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
So Branch M-1, shows the
total sales in 155,000 .

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Let us switch Rice Variety and
Period.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Drag Rice Variety from Row
Labels to Column Labels.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Then drag Period to Column
Labels.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Rice Variety and Period are
now switched in the graph!

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Wonder why Pivot Table Field
List disappears?

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Click the cell on the Table to
make Pivot Table Field List
reappear.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
To generate report of White
Rice from Branch M-4

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Click the Branch Filter Field,
branches appear in the
dropdown menu.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Unclick All, then Click M-4.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Unclick All, then Click M-4.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Click the Column Labels,
unclick Select All.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Click White Rice, then Click
OK.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Branch M-2 with White Rice
report is generated.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
How to make Chart
presentation?

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
To start, click Insert in the
menu.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
In the Insert menu you find
Charts.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Click your preferred Chart.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
I want 3-D Bar graph for this
table!

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Bar Graph Presentation is
generated.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Present Branch M-2 sales in
the graph only.

Click the Branch and click M-2.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-
ARLENE JOVITA
In this Graph, Branch M-2 is
generated.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
To change in sales of M-1,
Black Rice for Qtr 3. New
amount is $55,000.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Open the original report and
input new figure of $55,000.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Amount of $55,000 is now in
place.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
How will this affect the table?

Note that
original report
shows
$45,000 only.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 Right Click $45,000, then
option box appears, then Click
Refresh.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
New amount appears and Bar
Graph changes data
automatically.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 PART 2
Google
Spreadsheets

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
What is Google Spreadsheets?
It is a Web-based application
that allows users to create,
update and
modify spreadsheets and
share the data live online.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 The Ajax-based program is
compatible with Microsoft
Excel and CSV (comma-
separated values)
files. Spreadsheets can also
be saved as HTML.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
In the google chrome browser,
open https://docs.google.com.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Google docs website will
appear below.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Click Docs menu.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Choose Sheets and Click to open.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Now let us choose the blank
sheet.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Here is now the Untitled
spreadsheets.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
We use same sample in the
MS Excel Pivot Table.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
You will notice that the raw
data is in Sheet 1.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Now let us create a title of the
spreadsheet.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Click Untitled spreadsheet and
write SUMMARY OF RICE
SALES.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Highlight data in the sheet and in
the Menu Bar, CLICK Data.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Now CLICK Pivot Table in the
Data Menu.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 New table appears which is
the Report Editor at the right.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
In the Rows, add field with
either Branch, Rice Variety,
Period or Sales.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 The table on the right now
generates 4 different branches.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Grand Total appears because
I clicked Show Totals.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Place Rice Variety with Show
totals in the Columns field.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Table now generates Rice
Variety in the Column field
with its Total.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 VALUES is really
important. It is how you
will present figures in the
presentation.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Place Sales in Values field,
and total amount of Sales.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
The sales information is
generated on the table.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
To use account Sales, Click
COUNT in the dropdown
menu.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 COUNT summary is
generated with a Grand Total
of 16.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
To add Rice Variety in the
Rows field.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Click Add field in the Rows,
then Click Rice Variety.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
The new table is generated
below.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Pivot Table appears on the
separate sheet.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
To view only the Rice Variety.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Click X button of the Branch
field in the Row.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Rice Variety is generated in
the Rows field.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Assuming a change in Sales
at M-2 from 50,000 t0 60,000.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 Go to Sheet 1, change the
figure under Sales column .

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Pivot Table shows the new
total automatically.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 Let’s use Chart
presentation that can be
more exciting!

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 In google sheets, we find
Chart in the Insert Menu Bar.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Now CLICK Chart.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Chart Editor appears.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
In the Chart Editor, there
are options that we can
make.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
We can use any of the
recommended charts.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Click the desired Chart and
click Insert Button.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Selected Chart appears on
the Pivot Table.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
There are also other Chart
types that we can use.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 We can
customize
Columns, Rows,
Headers or
choose other
types of
available chart
templates.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
In this presentation, I switch
Rows and Columns.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Customization

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Can change the Title of the
Chart.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Click The Title and Write
Summary of Rice Sales.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Chart now shows the Edited
Title - Rice Sales Summary.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Can change Font.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 I can even change
background Color of the
Chart.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
From white background, now
the chart background is blue.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
CONGRATULATIO
NS!

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
 Now you learned many
useful tips with this Pivot
Table tutorial.

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
How to Use Pivot Table
Ends!

May the Gem be with you!

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA
Find out more Virtual tutorials from
Marketing Gem
by visiting my website:

https://marketinggemblog.wordpress.com

2016 HOW TO USE PIVOT TABLE BY MARKETING GEM-

ARLENE JOVITA