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Demonstrate how to use the "Subtotal" command from the Data Tab to summarize
grouped data (subtotal.xlsx -> subtotalFinal.xlsx)
o must sort first by key column before performing Subtotal
o so if subtotaling by Salesperson, must sort by Salesperson first
o if subtotaling by Month , then you must sort by Months first
Introduce the concept of Pivot Tables (pivotintro.xlsx)
o A rearrangeable table that allows you to analyze complex data in a variety of
ways.
o A pivot table cross tabulates data in columns and rows with the option to filter
and sort the display as well as to expand on its detail
o A pivot table has four elements , the filters, the columns, the rows and the values
Create a simple pivot table for sales data (pivotdata.xlsx -> pivotdataFinal.xlsx)
o highlight entire data including titles
o go to Insert Tab and choose Pivot Table
o place Pivot Table on existing worksheet just below data
o experiment with various scenarios
choose only Salesperson and Amount ... then add Product
change Value to count .... then add month
o Now fully utilize Field area
move Product to Filters
move Salesperson to Columns
move Month to Rows
set Value to Sum of Amount
Provide you with an exercise to practice using Pivot Tables