How To Create A Report By Territory In Excel

A PivotTable is a powerful tool to calculate, summarize, and analyze data that lets you see comparisons, patterns, and trends in your data.

PivotTables work a little bit differently depending on what platform you are using to run Excel.

Create a PivotTable in Excel for Windows

1. Select the cells you want to create a PivotTable from.

   Note: Your data shouldn't have any empty rows or columns. It must have only a single-row heading.

2. SelectInsert >PivotTable.

   

3. UnderChoose the data that you want to analyze, selectSelect a table or range.

   

4. InTable/Range, verify the cell range.

5. UnderChoose where you want the PivotTable report to be placed, selectNew worksheet to place the PivotTable in a new worksheet orExisting worksheet and then select the location you want the PivotTable to appear.

6. SelectOK.

Building out your PivotTable

1. To add a field to your PivotTable, select the field name checkbox in thePivotTables Fields pane.

   Note:Selected fields are added to their default areas: non-numeric fields are added toRows, date and              time hierarchies are added toColumns, and numeric fields are added toValues.

   

2. To move a field from one area to another, drag the field to the target area.

Before you get started:

• Your data should be organized in a tabular format, and not have any blank rows or columns. Ideally, you can use an Excel table like in our example above.

• Tables are a great PivotTable data source, because rows added to a table are automatically included in the PivotTable when you refresh the data, and any new columns will be included in the PivotTable Fields List. Otherwise, you need to either Change the source data for a PivotTable, or use a dynamic named range formula.

• Data types in columns should be the same. For example, you shouldn't mix dates and text in the same column.

• PivotTables work on a snapshot of your data, called the cache, so your actual data doesn't get altered in any way.

If you have limited experience with PivotTables, or are not sure how to get started, a Recommended PivotTable is a good choice. When you use this feature, Excel determines a meaningful layout by matching the data with the most suitable areas in the PivotTable. This helps give you a starting point for additional experimentation. After a recommended PivotTable is created, you can explore different orientations and rearrange fields to achieve your specific results.

You can also download our interactive Make your first PivotTable tutorial.

1. Click a cell in the source data or table range.

2. Go to Insert > Recommended PivotTable.

3. Excel analyzes your data and presents you with several options, like in this example using the household expense data.

4. Select the PivotTable that looks best to you and press OK. Excel will create a PivotTable on a new sheet, and display the PivotTable Fields List.

1. Click a cell in the source data or table range.

2. Go to Insert > PivotTable.

If you're using Excel for Mac 2011 and earlier, the PivotTable button is on the Data tab in the Analysis group.

3. Excel will display the Create PivotTable dialog with your range or table name selected. In this case, we're using a table called "tbl_HouseholdExpenses".

4. In the Choose where you want the PivotTable report to be placed section, select New Worksheet, or Existing Worksheet. For Existing Worksheet, select the cell where you want the PivotTable placed.

5. Click OK, and Excel will create a blank PivotTable, and display the PivotTable Fields list.

PivotTable Fields list

In the Field Name area at the top, select the check box for any field you want to add to your PivotTable. By default, non-numeric fields are added to the Row area, date and time fields are added to the Column area, and numeric fields are added to the Values area. You can also manually drag-and-drop any available item into any of the PivotTable fields, or if you no longer want an item in your PivotTable, simply drag it out of the Fields list or uncheck it. Being able to rearrange Field items is one of the PivotTable features that makes it so easy to quickly change its appearance.

PivotTable Fields list

• Summarize by

  By default, PivotTable fields that are placed in the Values area will be displayed as a SUM. If Excel interprets your data as text, it will be displayed as a COUNT. This is why it's so important to make sure you don't mix data types for value fields. You can change the default calculation by first clicking on the arrow to the right of the field name, then select the Field Settings option.

  Next, change the calculation in the Summarize by section. Note that when you change the calculation method, Excel will automatically append it in the Custom Name section, like "Sum of FieldName", but you can change it. If you click the Number... button, you can change the number format for the entire field.

  Tip:Since the changing the calculation in the Summarize by section will change the PivotTable field name, it's best not to rename your PivotTable fields until you're done setting up your PivotTable. One trick is to click Replace (on the Edit menu) >Find what > "Sum of", then Replace with > leave blank to replace everything at once instead of manually retyping.

• Show data as

  Instead of using a calculation to summarize the data, you can also display it as a percentage of a field. In the following example, we changed our household expense amounts to display as a % of Grand Total instead of the sum of the values.

  

  Once you've opened the Field Settings dialog, you can make your selections from the Show data as tab.

• Display a value as both a calculation and percentage.

  Simply drag the item into the Values section twice, right-click the value and select Field Settings, then set the Summarize by and Show data as options for each one.

If you add new data to your PivotTable data source, any PivotTables that were built on that data source need to be refreshed. To refresh just one PivotTable you can right-click anywhere in the PivotTable range, then select Refresh. If you have multiple PivotTables, first select any cell in any PivotTable, then on the Ribbon go to PivotTable Analyze > click the arrow under the Refresh button and select Refresh All.

If you created a PivotTable and decide you no longer want it, you can simply select the entire PivotTable range, then press Delete. It won't have any affect on other data or PivotTables or charts around it. If your PivotTable is on a separate sheet that has no other data you want to keep, deleting that sheet is a fast way to remove the PivotTable.

Note:We're constantly working to improve PivotTables in Excel for the web. New changes are being rolled out gradually, so if the steps in this article may not exactly match your experience. All updates will roll out eventually.

1. Select a table or range of data in your sheet, and then select Insert > PivotTable to open the Insert PivotTable pane.

2. You can either manually create your own PivotTable or choose a recommended PivotTable that was created for you. Do one of the following:

Note:Recommended PivotTables are only available to Microsoft 365 subscribers.

• On the Create your own PivotTable card, select either New sheet or Existing sheet to choose the destination of the PivotTable.

• On a recommended PivotTable, select either New sheet or Existing sheetto choose the destination of the PivotTable.

If needed, you can change the Source for the PivotTable data before you create one.

1. In the Insert PivotTable pane, select the text box under Source. While changing the Source, cards in the pane won't be available.

2. Make a selection of data on the grid or enter a range in the text box.

3. Press Enter on your keyboard or the button to confirm your selection. The pane will update with new recommended PivotTables based on the new source of data.

In the PivotTable Fields area at the top, select the check box for any field you want to add to your PivotTable.

By default, non-numeric fields are added to the Rows area, date and time fields are added to the Columns area, and numeric fields are added to the Values area.

You can also manually drag-and-drop any available item into any of the PivotTable fields, or if you no longer want an item in your PivotTable, simply drag it out of the Fields list or uncheck it. Being able to rearrange Field items is one of the PivotTable features that makes it so easy to quickly change its appearance.

Corresponding fields in a PivotTable:

Summarize Values By

By default, PivotTable fields that are placed in the Values area will be displayed as a SUM. If Excel interprets your data as text, it will be displayed as a COUNT. This is why it's so important to make sure you don't mix data types for value fields. You can change the default calculation by first clicking on the arrow to the right of the field name, then select the Value Field Settings option.

Next, change the calculation in the Summarize Values By section. Note that when you change the calculation method, Excel will automatically append it in the Custom Name section, like "Sum of FieldName", but you can change it. If you click the Number Format button, you can change the number format for the entire field.

Tip:Since the changing the calculation in the Summarize Values By section will change the PivotTable field name, it's best not to rename your PivotTable fields until you're done setting up your PivotTable. One trick is to use Find & Replace (Ctrl+H) >Find what > "Sum of", then Replace with > leave blank to replace everything at once instead of manually retyping.

Show Values As

Instead of using a calculation to summarize the data, you can also display it as a percentage of a field. In the following example, we changed our household expense amounts to display as a % of Grand Total instead of the sum of the values.

Once you've opened the Value Field Setting dialog, you can make your selections from the Show Values As tab.

Display a value as both a calculation and percentage.

Simply drag the item into the Values section twice, then set the Summarize Values By and Show Values As options for each one.

If you add new data to your PivotTable data source, any PivotTables that were built on that data source need to be refreshed. To refresh the PivotTable, you can right-click anywhere in the PivotTable range, then select Refresh.

If you created a PivotTable and decide you no longer want it, you can simply select the entire PivotTable range, then press Delete. It won't have any affect on other data or PivotTables or charts around it. If your PivotTable is on a separate sheet that has no other data you want to keep, deleting that sheet is a fast way to remove the PivotTable.

Need more help?

You can always ask an expert in the Excel Tech Community or get support in the Answers community.

PivotTable Recommendations are a part of the connected experience in Office, and analyzes your data with artificial intelligence services. If you choose to opt out of the connected experience in Office, your data will not be sent to the artificial intelligence service, and you will not be able to use PivotTable Recommendations. Read the Microsoft privacy statement for more details.

Related articles

Create a PivotChart

Use slicers to filter PivotTable data 

Create a PivotTable timeline to filter dates

Create a PivotTable with the Data Model to analyze data in multiple tables

Create a PivotTable connected to Power BI Datasets

Use the Field List to arrange fields in a PivotTable

Change the source data for a PivotTable

Calculate values in a PivotTable

Delete a PivotTable

How To Create A Report By Territory In Excel

Source: https://support.microsoft.com/en-us/office/create-a-pivottable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576

Posted by: nicholsyall1945.blogspot.com

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