How To Make A Table Google Docs

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Spreadsheets offer powerful analytical capabilities, but sometimes they seem to lack that extra layer of intelligence. When there is a large amount of data, it is difficult to summarize or draw conclusions from a basic spreadsheet view.

How To Make A Table Google Docs

How To Make A Table Google Docs

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

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In its simplest form, a spreadsheet is just a collection of columns and rows. Cells are created when a column and a row meet. You can use formulas to write data into cells—and the smaller your spreadsheet, the easier it is to read and understand the numbers.

How To Make A Table Google Docs

But as the spreadsheet starts to grow, drawing conclusions takes a little more energy. This is where turntables come into play. A pivot table takes a large set of data and summarizes it.

Think of it this way: Standard spreadsheets essentially have “flat data” represented by two axes, horizontal (columns) and vertical (rows).

How To Make A Table Google Docs

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To get more information, you need to add data to another level. In the case above, for example, you start with each sale as its own row, and each column provides specific information about that sale. But if you move (or rotate) the table axis, you can add another dimension:

Now you don’t see things in private sale. Instead, they look at aggregated data: How many units did we sell for each delivery date in each region?

How To Make A Table Google Docs

So this is a rough idea: you can take a two-dimensional array and rotate it around the data collection to introduce a third dimension. And so you have a pivot table. This helps you get a bird’s-eye view, extract meaning from big data, and gain unique insights.

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While you can get a lot of this information using formulas, a pivot table lets you break it down in less time—and with less chance of human error. Plus, every time your boss asks for a new report based on the same data set, you can create it in just a few clicks instead of starting from scratch.

How To Make A Table Google Docs

Google Sheets PivotTables are powerful and easy to use. Here’s a quick overview of how to use them, followed by a more in-depth tutorial.

For this tutorial, we created a Google Sheets spreadsheet with dummy data. Open Google Sheets, make a copy, then follow our step-by-step guide below.

How To Make A Table Google Docs

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You have a spreadsheet full of raw data, so you need to turn it into a pivot table first.

If you are using a data set where some or all of the columns are unlabeled (that is, the top row is empty), you must label those columns to create a pivot table on that data set.

How To Make A Table Google Docs

This will create a new sheet in the spreadsheet called “Pivot Table”. And then you work.

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With the pivot table created, you are ready to begin the analysis. To do this, you use the PivotTable editor to create different views of your data. On the right side of your Google Sheets spreadsheet, you’ll see an editor.

How To Make A Table Google Docs

Google being Google knows what you want to know before you even know you want to know. In the Featured section of the editor, Google provides detailed information about your dataset.

If you click on any of the suggested options, Google Sheets will automatically create your first pivot table. For example, click on the third option (“Total amount paid for each project type”) and you’ll see the project types in column A and the total amount paid for each in column B.

How To Make A Table Google Docs

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If the proposed analysis is not what you need – or if you want to perform a different type of analysis – you can manually generate the required output.

On the right side of the sheet, you’ll find four options that allow you to enter data into a pivot table.

How To Make A Table Google Docs

These are the different metrics you can use to analyze your data. We’ll follow an example analysis to show you how to use them, but first start by clearing the existing selections (created by the suggested analysis we just did) by clicking the X for the Lines and Values ​​options.

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Now you need to go back to the original blank pivot table. This is the analysis we want to do:

How To Make A Table Google Docs

As you can imagine, each of these elements is aligned with an element: rows, columns, values, and filters.

Click “Add” for any of these four options and you’ll get a drop-down menu of column names from the original data table. If you click on one of these column names, the data will be added to the default format.

How To Make A Table Google Docs

How To Make A Table In Google Docs

First, we need to prepare our table to have a list of clients and project types. Click Add next to the rows and select the Customer Name column you want to pull data from.

It took a portion of the original data, removed the duplicates, and now presents the data in an easy-to-digest report. Column A now defaults to a unique list of customers in alphabetical order (A-Z).

How To Make A Table Google Docs

Of course, all you’ve done so far is add a column to your pivot table. If you really want to get value from your report, you need to add more data.

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The next step is to add the project type as a column. In the PivotTable Editor, next to Columns, click Add and select a Project Type. Here are the results:

How To Make A Table Google Docs

Now that we have our rows and columns, we need to enter the calculated values ​​for each cell in the pivot table to see the total amount paid. In the PivotTable Editor, next to Values, click Add and select the amount to be paid.

To make sure you see the total amount paid (for example, compared to the average amount paid), go to the Summary field and select SUM.

How To Make A Table Google Docs

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We now have some useful information about the total charges for each type of project we have completed for a client.

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

How To Make A Table Google Docs

You can already see the power of the pivot table, but the one we created still doesn’t answer our question: we still haven’t checked the table to show the 2017 values.

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To do this, click Add next to Filters and select a year. Both 2017 and 2018 (the two years in the original dataset) are highlighted by default. Deselect 2018 and click OK to update the table to show only 2017 data.

How To Make A Table Google Docs

With all the information we need right in front of us, we can now answer any question we have about the data. To further our understanding of using pivot tables in Google Sheets, we’ll look at two more examples.

To answer this question, we need to simplify our report: we only need the names of our customers as rows and the sum of the amounts paid by them as values.

How To Make A Table Google Docs

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First, in the Columns section next to Project Type, you need to remove the X in the upper right corner of the Project Type columns.

Then select Sort by Customer Name > Payment AMOUNT and the table will change to show you the data in ascending order.

How To Make A Table Google Docs

Here we shift our analysis from looking at the total fee to the highest average hourly fee for each type of project.

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To do this, deselect the customer name by clicking the X in the upper right corner of the Project Type in the Lines section. Then select the project type as your new series value.

How To Make A Table Google Docs

Then change the Prices setting from SUM to AVERAGE to see average invoices instead of the total. In the year You will see that the highest average hourly rate they charged for copy processing in 2017 was $68.00.

It helps you import all your company 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 PivotTables. With pivot tables in Google Sheets, you can unlock the possibilities.

How To Make A Table Google Docs

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