How to create a Pivot table

I have each customer's data and sales reports in my excel sheet.But, I am unable to summarize data by Customer's name.

How I do: I apply filters to each column, and I filter data according to each customer. I manually sum sales amount of each customer and enter it in a new sheet.

What is Pivot Table?

A pivot table is a table of statistics that summarizes the data of a more extensive table. This summary might include sums, averages, or other statistics, which the pivot table groups together in a meaningful way. Pivot tables are a technique in data processing. The Pivot Table consist of the following fields and areas.

Choose Fields to add to report	List of Columns	The fields that can be used as "Column Labels"
Drag Fields between areas	Rows	When you select or drag a field to Row, the distinct raw data associated with that column will be added as Row cell values in the Pivot Table. By this, you can avoid redundancy in the row values.
	Column	When you select or drag a field to Column, each value from that field will appear as separate column.
	Values	When you select or drag a field to Values, the value corresponding to Row and Column from your actual raw table will autosum and is shown in pivot table. You will also get Grand Total of these values.

How can I do it better: If you want to summarize sales amount of each customer, create a Pivot Table that will group customer's entry and also summarizes sales amount. Click one of the following options according to your software preferences:

With Power Query, you can search for data sources, make links, and then form the data in ways the suit your needs (e.g., delete a column, alter a data type, or merge tables. You can share your findings once you have formed your data, or use your question to generate reports.

• Find and connect data through a large array of sources.
• Combine and shape data sources to suit your data analysis requirements or prepare them through software such as Power Pivot and Power View for further study and modeling.
• Creates custom views about the results.
• Perform operations to clean the records.
• Import the data from a variety of log files.
• Pull the data into Power Pivot as refresh connections from new data sources such as XML and File Folders.

Microsoft Excel Pro Tip: STEP 1: Select the table, and click Insert>Pivot Table. Choose the New Sheet to create new Worksheet for a Pivot Table or Existing Sheet and click on an empty cell of the Active Sheet. Click Ok. STEP 2: A PivotTable Fields is shown at the right side of Pivot Table worksheet. If you don't see this field, select the cell that shows Pivot Table image, right click, and select Show Filed Lists. STEP 3: Once the Pivot table values are assigned, you will see a Matrix table created. By default, Pivot Table shows a row as (blank), you can remove that cell from Pivot table by excluding it from Row filter.

ABOUT: Power BI is a Microsoft corporate analytics service. It is intended to create a simple interface for end users to create their own reports and dashboards for interactive visualization and business intelligence capabilities.

Power BI Pro Tip: STEP 1: Go to Dashboard, and click Matrix. Drag each column to the corresponting Field list. Your Pivot Chart is created. You can either publish it in your PowerBI Workspace or follow Step 2 to export the Matrix and create Pivot table using Microsoft Excel or Google Sheet. STEP 2: Select the Matrix on dashboard, you will see (...) icon, click (...) and select Export. Select Summary, and click OK. A .csv file downloads, open the file and follow Step 3. STEP 3: Create a Pivot Table Select the table, and click Insert>Pivot Table. Choose the New Sheet to create new Worksheet for a Pivot Table or Existing Sheet and click on an empty cell of the Active Sheet. Click Ok. A PivotTable Fields is shown at the right side of Pivot Table worksheet. If you don't see this field, select the cell that shows Pivot Table image, right click, and select Show Filed Lists. Once the Pivot table values are assigned, you will see a Matrix table created. By default, Pivot Table shows a row as (blank), you can remove that cell from Pivot table by excluding it from Row filter. Save file in .xlsx format to retain the Pivot table.

ABOUT: Google Sheets is a spreadsheet program included as part of a free, web-based software office suite offered by Google within its Google Drive service. The service also includes Google Docs and Google Slides, a word processor and presentation program respectively.

Google Spreadsheets Pro Tip: STEP 1: Open your Spreadsheet in Google Spreadsheet. By default, Google does not groups content by year or some other data table. For example if you have Date column, you cannot get summarize data in year. You need to have a separate column that has Year only. So, to extract Year from the Date column, Add a Column adjacent to Date column, and convert it to Number format. Type the Formula in the following format: =YEAR([Reference Cell]) Drag the formula till the last used row. STEP 2: Select all columns, and click Data > Pivot Table. Select either to create Pivot Table in New Sheet or Existing Sheet. In the Existing Sheet option, select the cell where you want to add Pivot Table. Click OK STEP 3: To create a Pivot Table, click Add > [Required Field from drop down menu] in fields such as Rows,Column, and Values. If you want to remove blank cell, on Filter field, select Column label, and deselect blank option.