Pivot Table

🧠 ChatGPT Prompt to Use:

I have a table with columns: Date, Salesperson, Region, Product, Units Sold, Total Sales.
Guide me step-by-step to create a Pivot Table to analyze sales and units sold.

✅ Step-by-Step Instructions to Create a Pivot Table:

🔹 Step 1: Select the Data

Click anywhere inside your data table.

  • Press Ctrl + A to select the entire dataset.
  • Your table includes these headers:
    Date | Salesperson | Region | Product | Units Sold | Total Sales

🔹 Step 2: Insert a Pivot Table

  • Go to the Insert tab in Excel.
  • Click on PivotTable.
  • In the pop-up:
    • Ensure your data range is correct.
    • Select New Worksheet for output.
    • Click OK.

🔹 Step 3: Build the Pivot Table

Now, you’ll see the PivotTable Fields pane:

Choose fields as needed:

Example 1: Total Sales by Region
  • Rows: Drag Region
  • Values: Drag Total Sales
Example 2: Units Sold by Product and Salesperson
  • Rows: Drag Salesperson
  • Columns: Drag Product
  • Values: Drag Units Sold
Example 3: Analyze Sales by Date
  • Rows: Drag Date
  • Values: Drag Total Sales

🔹 Step 4: Format Values

  • Right-click on any number → Click Number Format.
  • Choose Currency or Number with Commas.

🔹 Step 5: Add Filters (Optional)

  • Drag Product or Region into the Filters area.
  • Now you can filter the Pivot Table dynamically.

💬 You Can Ask ChatGPT More:

  • “Create Pivot Table to show total iPhone 14 sales per region.”
  • “Show me total sales per salesperson.”
  • “Group sales by week using Pivot Table.”

Example:

Leave a Reply

Your email address will not be published. Required fields are marked *

Pinterest
Instagram