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Spreadsheets offer powerful analytical capabilities, but sometimes they feel lacking in additional information. When there is a large amount of data, it is difficult to summarize or summarize from a basic table view.
Google Sheets How To Make A Table
Most Excel power users use pivot tables as their bread and butter, but Google Sheets offers the same tool so you can use pivot tables while keeping things in G Suite. In this article, we will see how to create a pivot table in Google Sheets.
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In its simplest form, a table is just a set of columns and rows. When columns and rows meet, cells are created. You can use formulas to save data in these cells—and the smaller your spreadsheet screen, the easier it is to read and understand the numbers.
But as the spreadsheet begins to grow, drawing conclusions takes more energy. This is where pivot tables come in. A pivot table takes a large amount of data and summarizes it.
Think of it this way: A typical spreadsheet has “flat data” represented by two axes, horizontal (columns) and vertical (rows):
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To get more information, you need to add information to another step. In the case above, for example, you start each sale as its own row, and each column shows different information about that sale. But if you change (or rotate) the chart axis, you can add another dimension:
Now, don't look at it in terms of personal selling. Instead, you'll see aggregate data: How many units did we sell in each region for each delivery date?
So here's a rough idea: you can take a two-dimensional table and pivot around a collection of data to introduce a third dimension. And so you get a pivot table. Doing so will help you gain a panoramic view and unique understanding of the meaning of large amounts of data.
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While you can get much of this information using formulas, pivot tables allow you to distill it down in less time and with less room for human error. Plus, every time your boss requests a new report based on the same data set, you can create it in a few clicks instead of starting from scratch.
Google Sheets Pivot Tables are powerful and easy to use. Here's a quick look at how to use them, followed by a more in-depth tutorial.
For this tutorial, I created a Google Sheets spreadsheet with dummy data. Open a Google Sheet, make a copy and then follow our detailed tutorial below.
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You have a document full of raw data, so the first step is to convert it to a pivot table.
If you're using a dataset where some of your columns are unnamed (for example, the top row is blank), you'll need to name these columns to create a pivot table on that data. adjust
This will create a new sheet in the table called “Pivot Table”. And you work from there.
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With your pivot table created, you're ready to begin your analysis. To do this, you use the PivotTable editor to create different views of your data. You'll see an editor on the right side of your Google Sheets spreadsheet.
Google being Google, it knows what you want to know before you know it. Under “Tips” in the editor, Google provides analytics for your dataset.
If you click any of the suggested options, Google Sheets will automatically create the initial pivot table. For example, click the third option (“Total amount billed for each project type”) and you'll see the project type in column A and the total amount for each column B.
How To Create A Pivot Table 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 generate the desired result.
On the right side of the sheet you will find four options that allow you to enter data into the PivotTable:
These are the dimensions you can use to analyze your data. We'll go through sample analysis to show you how to use them, but first, start by removing the existing selection (created from the suggestion analysis we just performed) by clicking the X for the row and value selections.
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You should now be back to the original blank pivot table you started with. Here is the analysis we want to do:
As you probably guessed last night, each fragment depends on one of our elements: row, column, value, and filter.
Click “Add” on one of these four options and you'll get a drop-down menu with the column names from the source datasheet. If you click on one of these column names, the data will be inserted in the given format.
How To Make A Pivot Table In Google Sheets
First, we need to define our table to hold a list of customers and project types. Click Add next to the row and select the Customer Name column to retrieve the data.
It took selected parts of the original data, removed the duplicates and now shows the data in easy-to-digest reports for you. Column A now contains a unique list of customers in alphabetical order (A-Z) by default.
Of course, all you've done so far is add an existing column to the pivot table. If you really want to get value from your report you need to include more information.
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The next step is to add a Project Type column. In the PivotTable editor, click Insert next to the column and select a plan type. Here are the results:
Now that we have our rows and columns, we need to get the calculated values for each cell in the pivot table to see the total charge. In the PivotTable editor, click Add next to Amount and select Debited Amount.
To make sure you see the total billed amount (for example, compared to the average billed amount), you go to Summary by Field and select SUM.
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Now we have some useful information: the total amount billed for each type of project we completed for a particular client.
You will see that the “Grand Total” is automatically added and calculated. This allows us to see the total amount we billed to each customer and the total amount we billed for a specific program type across all customers.
You can already see the power of a pivot table, but what we've created still doesn't answer our question: we haven't filtered the table to show only 2017 values.
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To do this, click Add next to the filter option and select a year. Both 2017 and 2018 (the two years in our original data set) are examined ahead of time. Deselect 2018 and click OK to update the table to show only data from 2017.
With all the information we need in front of us, we can now answer any questions we have about the information. To further our understanding of using pivot tables in Google Sheets, we will look at 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 amount of money sent to them as a value.
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First, you need to remove the project type from the column by clicking the X at the top right in the column section next to the project type.
Then, under Customer Name, select Sort by Amount Billed, and the table will rearrange to show your data in order.
Here, we shift our analysis from looking at the total amount billed to the maximum average hourly rate for each project type.
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To do this, trade the customer name for the plan type in the row section by clicking the X in the top right to clear the option. Then select Project Type as the new row value.
Then change the value setting from SUM to AVERAGE to see the average billed amount, not the sum. You will see that the highest average hourly rate we charge in 2017 is $68.00 for copy editing.
It helps you enter all your business information into Google Sheets without lifting a finger. When you have all the data in one place, you need to analyze it and now you can do it effectively using a pivot table. With Pivot Tables in Google Sheets, you can unlock the potential
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