Welcome back.

In this part, we're gonna explore our first pivot table.

All right.
So, we just move right into Excel where we left off.
I've fixed a little bit the expression to have more.
And remember we did the customer, A the customer bucket.
And now it's actually even longer.
We have more buckets.
So it will be more meaningful.
Now I'm in this table.
Remember this object, this thing that is also formative.
I didn't mention the fact that it is actually formative in
this way by default,
which makes it easier to see what's in each row.
This kind of zebra formatting,
which is the default for a table.
Another thing that I see on the ribbon for
the table is that I can summarize it with pivot tables.
And the member pivot tables was one of the things that Jack,
our friendly IT person,
mentioned that I should use in order to create my report.
So I click on summarize with pivot table.
I get this create pivot table dialogue that says.
I'm gonna use table one as my source for the pivot.
Table one is the default name that was given to this table.
If you started use tables more often and
you have multiple tables.
It's a good practice to actually give you tables meaningful names
and not just leave them as table one, table two and so on.
But for now we have just one table and
we can call it table one if I want to.
I click on the default.
I didn't change anything and
I get a new worksheet with a new pivot table in it.
On the pivot they see,
to build a report choose fields from the pivot table field list.
All right.
What is a field list?
This one here.
This is the field list.
So it has the list of all the fields.
So I had columns in the table.
They became fields in this list here.
And I can start clicking on elements here
to start building my report.
For example, I know that I want the reports to be by revenue.
So I click on Revenue.
What do I see?
I see just the pivot, the empty pivot kind of disappeared.
And instead, it became like those two cells.
One of them is saying sum of revenue and
another one contains a number.
This number.
What is it?
It's the total number of all revenue in all columns. Sorry.
In all the rows in
the original table.
So, we already have the feeling that a pivot table is
all about summaries and summarizing data.
The format of this revenue is not exactly what we would like.
So, I may want to go to the, right-click on the table.
Click number format.
And choose a currency format for it.
Maybe without any of the decimals. 64 00:03:12,148 --> 00:03:17,378 So like here
and now we have it with commas for separating.
And the thousands and also with the dollar sign,
which is my currency.
All right.
So I have just total, total revenue.
But it's not exactly what I want.
So now I go to the country, because my first
attempt was to create a summary report by country.
So I go to the country and I just click it.
And immediately I have a list of all the countries.
And for each one I have the summary of the revenue.
So again, this is the nature of the pivot.
It creates summaries.
And it creates summaries based on the field that I am
adding to the pivot shelf.
So now I'm gonna look for, I have a column called year.
The year is actually free.
Well, to switch back to my table.
I can see that the year is based on the date.
So if the date is February 19th.
The year is 2016.
It was pre-prepared for me in the table.
Because I, Jack who prepared the data knew that I'm going to be
needing some analysis by year.
So, I'm taking the year and I'm dragging it to columns.
So let's stop for a moment and
look in this area here that have different areas.
And above its cell it tells me drag fields between areas below.
So we have four areas for the pivot.
I have a values area.
I have rows, I have columns, and I have filters.
For now we are using three out of the four.
We didn't use the filters yet.
The first one we used was the values.
We just dragged something to the values area.
And this became a column that was actually going to be
summarized.
So we drag the revenue.
We got summaries by revenue.
If we're going to drag another thing.
For example, if we drag also the cost.
We're going to have another summary.
As yet not, as you can see.
One is formatted nicely, one is not.
But for each combination we got both of them.
If I don't want a field I can just drag it out of
the pivot and just go back to my smaller version.
Now whatever is on rows.
I'm going to see here listed by default.
It's sorted by alphabetic order.
And what is in columns, I'm gonna see across columns for
the pivots.
So now we have all the combinations of a year and
a country.
And there is a special column for the grand total for
each country.
In this case, in column E, I see the grand total of country.
I see there is a new row for column in row 11,
which is the grand total by year.
And there is one cell which on the combination of E and
11, E11, which is the grand total of everything.
Which if you remember,
is exactly the number that we saw in the initial.
Before we started to drag anything.
So that's started already to be kind of interesting.
Now we have very easily created a report that had the summaries
of each country for each year,
which is exactly one of the initial summaries.
That we got from Jack in the beginning.
Now if I going to continue to drag things.
For example, if I am going to drag state below the country.
Now I'm getting each country and broken into states.
Like in France, there's sometimes they're called states,
or they're called regions.
But in some countries like England,
there is the United Kingdom.
There is no things like similar to states.
It's just one area called England inside
the United Kingdom.
But in others like in the US there are plenty.
And so on.
So now we have a more detailed one.
And for each one of the original countries we can click on this
minus.
And actually make it smaller.
So that now the states do no show.
So this is called collapsing.
And when I click on the plus.
It's called expanding and I can see more detail.
So we can already see that the pivot is
a very flexible tool to get summaries on different things.
I can place the different elements that they want to
summarize on rows or on columns.
We haven't seen yet what is the role of the filter area.
So let's try that.
So what will happen if I, let's try.
If I want to for example, take the product category and
put it in filters.
I see that I have this product category and it says all.
And it has this kind of thing,
which I am pretty sure is gonna be a drop down of some kind.
When I click on it,
I see my different three categories of product.
Accessories, bikes, and clothing.
If I select one like say, bikes and I click OK.
The numbers are now summarizing only the rows
which are belong to bikes.
So now I have a subset of the regional
rows of the tables summarized here only for bikes.
If I, there's a check box here that says select multiple items.
I can allow myself to select multiple items.
And now for example, if I want to see everything except bikes.
I can go and check accessories and clothing.
And now the numbers that they see here are actually the totals
for those two categories that I selected and not the bikes.
Notice another thing another property of the pivot, or
the behavior of the pivot table.
Which is, in this report now we only see 2015 and 2016.
While if I'm undoing it, and
I'm going back to the summary of bikes.
I see that I have 2014, 2015, 2016.
What did I learn from it?
I learned from it that in 2014 we didn't sell anything else but
bikes.
The only category of products was bikes.
The other two categories were added, or
we expanded to selling accessories and clothes in 2015.
So that's why in 2015 and 2016, we have the three of them.
While if I don't count bikes.
The column for 2014 which became empty,
also disappeared from the pivot.
So the pivot default behavior is to eliminate any row or
column which is empty.
Which also usually it's very useful and
I will leave it with this default.
So this was our first pivot.
We already see that the pivot is really flexible.
It can give us lots of different combinations of summaries.
And in the further part of this course,
we'll explore a lot of the features.
The more advanced features of the pivot and the pivot charts,
and the slicers as I mentioned.
That will come pretty soon.
See you next time.