PivotTable Drill

Exercise 1: Create a PivotTable

Task

From the sales details, create a PivotTable that totals the amount for each rep.

Moves 0 (target 3)

FileHome

	A	B	C	D	E	F	G
1	Date	Branch	Rep	Item	Amount
2	2026/4/3	New York	Smith	Notebook	12000
3	2026/4/8	Chicago	Johnson	Pen	8000
4	2026/4/15	New York	Williams	File	15000
5	2026/4/22	Chicago	Smith	Notebook	9000
6	2026/5/2	New York	Johnson	Notebook	11000
7	2026/5/9	Seattle	Williams	Pen	6000
8	2026/5/14	New York	Smith	File	13000
9	2026/5/20	Chicago	Williams	Notebook	7000
10	2026/5/28	Seattle	Johnson	File	10000
11	2026/6/3	New York	Williams	Pen	5000
12	2026/6/11	Chicago	Smith	File	14000
13	2026/6/18	Seattle	Smith	Notebook	9500
14	2026/6/24	New York	Johnson	Pen	4500
15	2026/6/30	Chicago	Williams	File	12500
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From the sales details, create a PivotTable that totals the amount for each rep.

This drill is for computer screens. On a phone you can review the steps.

Select a cell in the table
Insert > PivotTable > From Table/Range (Alt → N → V → T) > OK
In the field list, check Rep and Amount (Rep goes to Rows, Amount to Values)

Key takeaway

Checking a text field puts it in Rows; a number field goes to Values.

See Pivot Tables for details.

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