In the below screenshot, I have selected the east region to see individual salesperson’s performance in that region appearing in the pivot chart & table. Insert slicers window appears, in that select Region field & click OK.Īfter inserting the region-wise slicer, users can filter the performance of individual salespersons based on their respective regions. Then click OK.Īfter grouping into quarters, data appears as shown below. Unselect Months (default value) and others now select only Quarters. The grouping tab appears, with the start date & end date, in the BY list. To do that, right-click on any cell in the Row Labels column and choose Group. Here we want to summarize data every quarter therefore, dates need to be grouped as “Quarter”. Similarly, create a second PivotTable in the same way, To create a pivot table for the salesperson by date wise or quarterly (SALES_BY_QUARTER).ĭrag data to the Rows section, salesperson to the Columns section & sales to the Values section. In the PivotTable Fields pane, drag salesperson to the Rows section, Region to the Columns section, and sales to the Values section. (You can name the sheet as “SALES_BY_REGION”) In the Tables object, click inside the data set, click the INSERT tab, select the Pivot table, and click Ok the Pivot Table Fields pane appears in another sheet. Therefore, we need to create two Pivot Tables.įirst, we will create a pivot table for the salesperson by region. We need to summarize sales data for each representative by region wise & quarterly for this tabular data. Once the table object is created, it appears as shown below. A create table popup appears, where it shows the date range & headers, and click OK. To convert the data set into a table object, click inside the data set, click the Insert tab in the Home tab, and select the table option.
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