Sort a Pivot Table

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En provenance du cours de PwC

Problem Solving with Excel

2321 notes

PwC

Problem Solving with Excel

2321 notes

Cours 2 sur 5 dans Specialization Data Analysis and Presentation Skills: the PwC Approach

This course explores Excel as a tool for solving business problems. In this course you will learn the basic functions of excel through guided demonstration. Each week you will build on your excel skills and be provided an opportunity to practice what you’ve learned. Finally, you will have a chance to put your knowledge to work in a final project. Please note, the content in this course was developed using a Windows version of Excel 2013. This course was created by PricewaterhouseCoopers LLP with an address at 300 Madison Avenue, New York, New York, 10017.

À partir de la leçon

Logical Functions & Pivot Tables

In this module you will learn about logical functions and pivot tables. We will show you how to create and use pivot tables to solve business problems. We will give you an opportunity to practice creating and using a pivot table to solve a business problem. Finally, we will share some insight on PwC’s perspectives on the impact of Excel on your career and work.

Pivot Tables4:34

Navigate a Pivot Table7:49

Sort a Pivot Table3:43

Advanced Filtering5:53

Calculated Fields3:26

Rencontrer les enseignants

Alex Mannella
Alumni / Former Principal

[MUSIC]

In this next section we're going to go over how to sort a pivot table.

So we've look at this a little and some of our past examples but

there are even more sort functions that we haven't gotten into yet.

In problem 4a,

we're going to sort the distributors in alphabetical order by first name.

So it looks like here we have the distributors from Panama and

their revenue.

So I'll click the dialog box next to distributor to show our sort functions.

And currently since Sort Z to A is highlighted,

it looks like that is what we're using.

But we want this in alphabetical order, so I'm going to change this to Sort A to Z.

And now we can see that we have our table in alphabetical order by first name.

Now problem 4b is a little more complicated because we have the quantity

of products broken down by sales channel.

Here, the question is asking us to sort both the products and

the sales channel in descending order by sum of quantity.

Just as in our past example,

we can click the dialogue box next to Products to see our sort options.

Here, you can see that there's already a Select field option.

Though this menu is helpful it's always better to look at the more sort option,

so you can see all of your options and

what is the easiest way to go about sorting your data.

So here you can see the options, ascending and descending, and

we would like to sort descending order.

On the top of this menu, it says select field and has a drop down menu.

The drop down menu shows both sales channel and product.

So this is what we are going to sort by.

In our example, we would like to sort products and sales channel.

So lets start with product.

I'll click on Product to tell Excel that we would like to sort by product.

Next, I'll go to More Sort Options, and we would like to sort it in descending order.

So I'm going to click for Descending.

And what would we like to sort by?

So you can see in the summary below right now we

are sorting product in descending order.

But we would like to sort product by Sum of quantity.

So this drop down menu allows us to sort product by sum of quantity.

And you can see that that is updated in our summary.

So now I'm going to click OK to update those changes.

This pivot table now shows products sorted in descending order by sum of quantity.

The next step will be to sort sales channel in descending order

by sum of quantity.

To do this let's return to our sort menu.

I'm going to click the button next to products again, and

here when we select field we would like to select Sales Channel.

The next step is to go to the more sort options menu.

Question 4b asks for a descending order by sum of quantity.

So I'll click Descending and then change this to sum of quantity.

And we can see in our summary,

we are sorting sales channel by sum of quantity in descending order.

So I'm going to click OK.

Our resulting pivot table has online retail and

direct, our sales channel, in descending order by sum of quantity,

as well as the products within those sales channels in descending order.

In problem 4c, it's your turn to try sorting.

Sort countries and products in descending order by sum of revenue.

If you're having any trouble, try guessing and checking.

Good luck.

[MUSIC]

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