How To Make A Pivot Table Google Sheets

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Spreadsheets offer powerful analytical capabilities, but sometimes it feels like they lack that extra layer of insight. When there is so much data, it is difficult to summarize or draw conclusions from a basic spreadsheet perspective.

How To Make A Pivot Table Google Sheets

Most Excel power users use pivot tables as their bread and butter, but Google Sheets offers a similar tool so you can use pivot tables while keeping things in G Suite. In this article, we will guide you how to build pivot tables in Google Sheets.

How To Use Pivot Tables In Google Sheets

In its simplest form, a spreadsheet is just columns and rows. When a column and a row meet, cells are formed. You can use formulas to enter data into cells – and the smaller your spreadsheet, the easier it is to read and understand the numbers.

But when your balance sheet starts to grow, the conclusion requires a little more force. That's where pivot tables come in. A pivot table takes a lot of data and summarizes it.

Think about it this way: standard spreadsheets basically have “flat data” represented by two axes, horizontal (date) and vertical (row):

How To Make A Pivot Table In Excel Versions: 365, 2019, 2016 And 2013 [includes Pivot Chart]

To get more ideas, you need to add another level of information. In the case above, for example, you start with each sale in its own row, and each column provides different information about that sale. But if you change (or pivot) the axis of the table, you can add another dimension:

Now you are not looking for a sale. Instead, you look at aggregated data: How many units did we sell in each region on each ship day?

So this is the general idea: you can take a two-dimensional table and rotate the data set to show a third dimension. And that's how you get a pivot table. Doing this will help you get a bird's eye view, which means you get a lot of data and unique surface views.

Google Sheets: Create Pivot Table With Count Of Occurrences

Although you can find many of these concepts using formulas, a pivot table allows you to refine them in a fraction of the time – and with less chance for human error. In addition, every time your manager requests a new report based on the same data, you can generate it in a few clicks, instead of starting from scratch.

Google Sheets are as easy to use as they are powerful. Here's a quick look at how to use it, followed by an in-depth tutorial.

For this tutorial, we created a Google Sheet with fictitious data. Open Google Sheets, make a copy, and follow our detailed tutorial below.

Slicers In Google Sheets: Filter Controls For Pivot Tables & Charts

You have a page full of raw data, so the first thing you should do is create a spreadsheet.

If you are using a dataset and some or all of your columns are unnamed (ie, the top row is empty), you must name the columns to create a column table for the data.

This will create a new sheet in the spreadsheet called “Pivot Table.” And this is where it will work.

How To Create A Pivot Table In Google Sheets

Once your pivot table is generated, you are ready to start analyzing. To do this, you use the pivot table editor to build different views of your data. You will see the editor on the right side of your Google Sheets.

Google being Google, it knows what you want to know before you know you want to know. Under the “suggested” editor, Google offers an analysis of your data.

If you click on one of the suggested options, Google Sheets will automatically build your initial table. For example, click on the third option (“Total amount billed for each project type”), and you'll see the project types in column A and the total amount billed for each in column B.

How To Create, Edit And Refresh Pivot Tables In Google Sheets

If the suggested analysis isn't what you're looking for—or if you want to perform a different type of analysis—you can manually build your preferred output.

You'll find four options on the right side of the page that allow you to enter data into your pivot table:

These are the different parameters you can use to analyze your data. I'll go through an example analysis to show you how to use it, but first, start by clearing the existing selections (created from the proposed analysis we just did) by clicking on the X in the Rows and Values ​​option.

How To Create A Multi Line Graph From A Pivot Table In Google Sheet?

You should now be back to your original blank table that you started with. Here is the analysis we need to do:

As you can imagine, each of these components corresponds to one of our elements: rows, columns, values ​​and filters.

Click “Add” on one of the four options, and you'll get a drop-down with the column names for your original data sheet. If you click on one of the column names, the data will be added to the given format.

Google Sheets Query Pivot Example

First, we need to set up our table to have a list of clients and project types. Click Add Next Row, and select the Customer Name column to extract the data from.

It took the selected part of the original data, removed the duplicates, and now presents the data in an easily digestible report. Column A now has a separate list of customers in alphabetical order (A-Z) by default.

So, all you have done so far is to add an existing column to your pivot table. You need to add more information if you really want to get value from your report.

How To Create A Pivot Table With Google Sheets

The next step adds the Project Type as a column. In the pivot table editor, click Add next to Columns, and select Project Type. Here is the result:

Now that we have our rows and columns, we need to provide calculated values ​​to each cell in the pivot table to see the total amount charged. In the pivot table editor, click Add next to Cost, and select Billing Amount.

To make sure you see the total amount of the image (except, for example, the average amount of the image), go to the Summary field and select Sum.

Excel Basics: How To Make A Pivot Table And Chart

We now have usable data: the total amount billed for each type of project we did for a given client.

You will also see that the “Grand Total” is added and automatically calculated. This allows us to see the total amount we charged for each client and the total amount we charged for each type of project for all clients.

You can already see the power of the pivot table, but what we created does not answer our question: we have not yet refined the table to show the values ​​of 2017.

How To Create And Use A Pivot Table In Google Sheets

To do this, click Add next to the Filters option, and select Year. Both 2017 and 2018 (the two years in our original data) will be eligible for audit. Do not select 2018 and click OK to update the table to show only 2017 data.

With all the information we want in front of us, we can now answer almost any question we have about the data. To strengthen our understanding of the use of pivot tables in Google Sheets, we will go through two more examples.

To answer this question, we need to simplify our report: we only need the names of our customers as a row and the total amount requested as a price.

How To Make A Pivot Table In Google Sheets

First, you must remove the Project Type column by clicking on the upper right X in the Columns section next to Project Type.

Then, under Customer Name, select Sort by > Sum of Charged Amount, and the table will adjust itself to show you the data as it grows.

Here, we will shift our analysis from looking at the total amount billed to the average hourly rate for each type of project.

Pivot Tables Cheatsheet

To do this, change the Client Name to Project Type in the Rows section by clicking on the upper right X to remove your selection. Then select Project Type as the new row value.

Then change the Sum value setting to the average amount of the bill, not the total. You will see that the highest average hourly rate we charged in 2017 was $68.00 for copy editing.

It helps you bring all your company's data into Google Sheets without lifting a finger. Once you have all the data in one place, you need to analyze it – and now you can do it efficiently with pivot tables. For pivot tables in Google Sheets, you can open the power

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