Cross Tab Pivot Tables
- 03:44
Understand how to build a multiple criteria Pivot Table
Glossary
Multiple Criteria Pivot TableTranscript
Okay, so let's have a look at crosstab Pivot Tables. What we mean by crosstab is we've got something changing down the rows, like, for example, our salespeople. And then we've also got something changing across the columns at the top. What we're gonna have a look at is for our salespeople, we'd also like to see how much of each product they've sold. So as well as the total sales, we wanna see the sales for each product. So we've already got our simple Pivot Table built, and what we're gonna do is add to the product element. And all we're gonna do is we're gonna drag product from our Pivot Table fields, and we're gonna drop it into the columns area.
Okay? So, it really is as simple as that. So we've got something changing in the rows, which is name, and then we've got something changing across the columns, which is, in this case, our product. So now we've got our total sales for each of our salespeople, for all of our products. Let's take the next example. Let's imagine I've got the sales total. What I don't get a sense of here is, how many units of each product people are selling. So although I've got a total sales figure, I'd like to see sort of a breakdown of how the total units applies. Exactly the same thing, I want names down the left-hand side. I want my products across the top. But the only difference is, instead of the sales data in the middle, I want to see unit information. The easiest way to do that, is obviously I could recreate the whole process, and create a new Pivot Table. But in fact, a much simpler approach is to copy the existing Pivot Table, and just paste it in underneath.
So, obviously any changes we've made already, things like the number formatting, or the color scheme, or any of those kind of things, they're automatically copied as part of my copying process. Now, the only thing I have to do here now is change, instead of sum of sales here, let's have a look at the transactions, total number of transactions that people have performed.
Now, I've dragged transaction into values, but that doesn't look right. That looks like a lot of transactions. And that's because when I've dragged transaction into the values area, it's automatically assumed that I want the sum of that information. But in fact, that isn't what I want here. I want to use a different function. I'd like to use the count function. So to do that, what we're gonna do is go into our little dropdown list for our values area, and then we are gonna choose Value Field Settings. And then you can see in the middle here, we've got a list of all the functions that we can use in our pivots. So I wanna change it from sum to count, click Okay, and now we're looking at the total transactions each person has made across the different products. Okay, so that's a little bit about how we make crosstabs, and how we copy pivots to look at multiple bits of data. And I certainly recommend that when you're building your Pivot Tables, you only ever have one thing in rows, one thing in columns. If you need to analyze something else, just create another pivot table and then change something about it. And that's the best way to illustrate different trends in your data. Okay, hope you found that useful.