From the course: Excel for Accountants
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Pivot tables for accountants - Microsoft Excel Tutorial
From the course: Excel for Accountants
Pivot tables for accountants
- [Instructor] One of the most interesting tools in Excel are PivotTables. These are great for summarizing information based on various metrics or characteristics of the data. Let me show you what I mean. I'm in the 02_07_Begin Excel exercise folder. All right, so in our fourth tab here, Tax Categories, we have various types of expenses that the firm has incurred. Perhaps we want to add a PivotTable to help us visualize this and look at different pieces of information about the firm. So in order to add a PivotTable, I'm going to click on any cell. In this case, I've chosen E2, but there's nothing special about that. And then I'm going to come over to the insert tab and click on it and I'm going to insert a PivotTable. I'll come over here to PivotChart and I could either add just the PivotChart or a PivotChart and a PivotTable. I'm going to add the PivotChart for right now. Next, I need to go and pick the range of data that I'm interested in using. So, I'm going to take data from the…
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Contents
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Small business accounting overview3m 47s
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Transactions in QuickBooks and Excel4m 51s
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Quarterly profit and loss tracking in Excel4m 39s
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QuickBooks and ledger records3m 38s
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Taxes and Excel record-keeping3m 58s
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Tracking business performance in Excel4m 43s
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Pivot tables for accountants3m 58s
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Import data from Excel to QuickBooks4m 42s
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