About this lesson
PivotTables: columns, % of total, refresh and filters
To split a PivotTable across the top in Excel, drag a field into the Columns box. To show shares instead of amounts, open Value Field Settings > Show Values As and pick % of Row Total, % of Column Total or % of Grand Total. To show only some items, drag a field into Filters and pick them from the drop-down above the pivot. A PivotTable doesn't update when its data changes: right-click it and choose Refresh.
Using Google Sheets? Do this lesson in Sheets.
Pivot tables need a big screen and a mouse. This lesson works on a phone, but it's hard going, so jump on your computer if you can.
What you'll practise
Split a pivot across the top with Columns, show each row as a share with Show Values As, refresh it after the data changes, and filter it to one quarter.
5 steps · 50 points · the cells outlined in gold below
- PivotTable Columns
- Show Values As
- Refresh
- Report filters
The data
| A | B | C | D | E | F | G | H | I | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | State | Channel | Quarter | Sales ($k) | |||||
| 2 | NSW | Retail | Q1 | 1,462 | |||||
| 3 | VIC | On-premise | Q1 | 938 | |||||
| 4 | QLD | Retail | Q1 | 1,175 | |||||
| 5 | WA | Retail | Q1 | 643 | |||||
| 6 | NSW | On-premise | Q1 | 1,087 | |||||
| 7 | VIC | Retail | Q2 | 1,407 | |||||
| 8 | QLD | On-premise | Q1 | 816 | |||||
| 9 | VIC | Retail | Q1 | 1,329 | |||||
| 10 | WA | On-premise | Q1 | 472 | |||||
| 11 | NSW | Retail | Q2 | 1,594 | |||||
| 12 | QLD | Retail | Q2 | 1,238 | |||||
| 13 | VIC | On-premise | Q2 | 1,046 | |||||
| 14 | WA | Retail | Q2 | 711 | |||||
| 15 | NSW | On-premise | Q2 | 1,253 | |||||
| 16 | QLD | On-premise | Q2 | 902 | |||||
| 17 | WA | On-premise | Q2 | 5,820 | |||||
| 18 | NSW | On-premise | Q2 | 364 | |||||
| 19 | VIC | Retail | Q1 | 285 | |||||
| 20 | QLD | Retail | Q2 | 317 | |||||
| 21 | WA | Retail | Q1 | 196 |