Excel: Getting started with PivotTables

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  • čas přidán 30. 07. 2024
  • Before creating a PivotTable, there are three rules you should follow. Two are a must. Rule #1: no blank rows or columns in your data. Rule #2: make sure your data is tabular. Rule # 3: make your data range a Table. I have a free course on Excel Tables located here that I created for the Georgia Society of CPAs (GSCPA). chrismenardtraining.teachable...
    In this video, we discuss the three rules and then make a PivotTable. We then show totals for months and car brands in the PivotTable and finally, we find a running total and then the difference.
    Excel File you can download and follow along:
    chrismenardtraining.com/Files...
    Chapters:
    0:00 Intro
    1:12 tabular format
    2:35 no blank columns/rows
    3:30 create a table
    6:55 create a pivottable
    9:45 subtotal in pivottable
    10:20 Running total
    13:12 Difference
    Links to websites:
    Chris Menard's website: chrismenardtraining.com
    Zoom Resource Center: chrismenardtraining.com/zoom
    Cristian's CZcams Channel: / @graphicious
    And make sure you subscribe to my channel!
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Komentáře • 12

  • @MamaMia914
    @MamaMia914 Před 2 lety +1

    You are so good and thorough! Unlike many other CZcamsrs/ tutors! Keep up the good work!

    • @ChrisMenardTraining
      @ChrisMenardTraining  Před 2 lety

      Thanks, will do!

    • @MamaMia914
      @MamaMia914 Před 2 lety

      @@ChrisMenardTraining can you also please teach Power BI? We could use someone like you.

  • @louiscowell4003
    @louiscowell4003 Před 2 měsíci +1

    fantastic

  • @SheriR
    @SheriR Před 3 lety +1

    Thank you for your help Chris. Your clear easy to understand walk through helped me, I appreciate you time to make this , thank you.

  • @ubaidillahmuhammad20
    @ubaidillahmuhammad20 Před 3 lety +1

    loved it. please given the file in the description...

  • @dmehta3476
    @dmehta3476 Před 2 lety

    Chris - love you videos and pace. appreciate it, was wondering if you are able to help with PIVOT and ability to cleanly show data as annual gain, and XIRR function and total gain for each equity buy and sell source data. I am desperately seeking help to tell you truth. I hope you can provide help even for fees.

  • @jacquelinemartino2298
    @jacquelinemartino2298 Před 3 měsíci +1

    I would like to add up receipts monthly. How do I do this?

    • @ChrisMenardTraining
      @ChrisMenardTraining  Před 3 měsíci

      something like the attached should work drive.google.com/file/d/1m5mRYoJPl7fh0gQDuWcrqd9PNEkBz6NZ/view?usp=drivesdk