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Summarising Data With Pivot Summaries Print

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The most useful feature.

WHAT THEY DO

Group records and summarise them without writing formulas.

WHAT THEY ANSWER

Sales by month Revenue by product Profit by customer Enquiries by source Anything grouped by anything

WHY THEY MATTER

They turn a list of transactions into answers, in seconds.

WHAT THEY REQUIRE

Clean data: one row per record, consistent categories, no blanks in key columns.

HOW TO USE ONE

Select the data Insert the summary Choose what to group by and what to total

WHAT TO TRY FIRST

Revenue by month Revenue by product Revenue by customer

Those three answer most basic questions.

WHAT TO ADD

A second grouping, to cross-analyse: product by month, source by outcome.

WHAT TO CHECK

That the total matches your known total.

If not, the data has a problem.

WHAT TO LEARN FIRST

This feature, before any other.


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