Pivot Tables:

Pivot tables allow us to summarize data sets quickly and easily agnostic of size. The table allows us to summarize on a
specific attributes and using specific measures such as sum, average, maximum and so on.
When utilizing Pivot Tables you should proceed as follows:
Go to the “Insert” tab
Click on “PivotTable” and the “Create PivotTable” Wizard will pop up:
Under “Choose the data that you want to analyze” make sure the radio button for “Select a table or range” is selected
Ensure the Table/Range is set as the entire range of cells you want to summarize
Under “Choose where you want the PivotTable report to be placed” choose the radio button for “New Worksheet”
Leave the box unchecked next to “Add this data to the Data Model”
Click OK
Within the “PivotTable Fields” on the right of the screen, do the following actions:
Click on and drag any attribute (typically non-numerical) you want to summarize by such as an account name or a location
to the “Rows” quadrant
Click on and drag the numerical value such as sales or quantity to the “Values” quadrant
Note that this will default to “Sum” of whatever value you chose. If you want to have a measure other than sum, you
should click on the drop down of that value in the “Values” quadrant and click “Value field settings” to modify the
summarization type.
Your table will now show you a summarization of the numerical value in correspondence with the non-numerical attribute
you chose such as sales by state,
If you want to add additional dimensions such as the Year you can drag those values to the “Columns” quadrant and now
you will have a cross sectional summarization such as sales by year by state.
us to summarize on a

or range” is selected

New Worksheet”

count name or a location

other than sum, you

s” to modify the

e non-numerical attribute

mns” quadrant and now

Pivot Charts:
Pivot charts enable you to take the summarized data within a created Pivot Table and transform it into a visualization.
There are a number of visualization options and will depend on how the user wishes to present the information.
When utilizing Pivot Charts you should proceed as follows:
Click within the PivotTable that you wish to analyze
Then click on the “PivotTable Analyze” tab
Within the “Tools” section click on the button for “PivotChart”
Under “All Charts” choose the type of chart you would like to see
Click OK
Now the data will be presented as a chart
t into a visualization.
he information.
1A 1B
Realtor Sum - Selling Price
Arturo James $ 2,420,101
Cumulative Sales of Each Realtor during the Four-Mon
David Pullen $ 368,113
35,000,000.00
David Willis $ 6,657,536
30,000,000.00
Eun Jung Bae $ 3,899,355
25,000,000.00
Hal Keefer $ 5,263,222

selling price
20,000,000.00
Jon Dolan $ 755,674 15,000,000.00

Sum of

per mil
Marcus Jackson $ 1,520,398 Sum - Selling
10,000,000.00
Megan Cooper $ 982,625 5,000,000.00
Melanie Aaron $ 867,270 -
Mitch Davis $ 2,863,562
Nicole Ashby $ 1,208,031
Pete Jacobs $ 3,831,276
Total Result $ 30,637,161 Realtors
ch Realtor during the Four-Month Period

Sum - Selling Price

ors
Sum - Selling Price Type
Realtor Commercial Land Residential Total Result Cumulative s
period
Arturo James $ 1,432,625 $ 387,060 $ 600,416 $ 2,420,101 25,000,000
David Pullen $ 368,113 $ 368,113
David Willis $ 5,980,378 $ 386,758 $ 290,400 $ 6,657,536
20,000,000
Eun Jung Bae $ 3,450,008 $ 336,394 $ 112,953 $ 3,899,355
Hal Keefer $ 4,655,003 $ 477,094 $ 131,125 $ 5,263,222

sellin

price
Sum
Jon Dolan $ 709,994 $ 45,680 $ 755,674

mil
per
15,000,000

of

g
Marcus Jackson $ 1,174,527 $ 345,871 $ 1,520,398
Megan Cooper $ 745,000 $ 168,250 $ 69,375 $ 982,625
10,000,000
Melanie Aaron $ 223,520 $ 404,879 $ 238,871 $ 867,270
Mitch Davis $ 264,590 ### $ 1,565,284 $ 2,863,562
Nicole Ashby $ 679,266 $ 95,000 $ 433,765 $ 1,208,031 5,000,000
Pete Jacobs $ 3,414,407 $ 179,088 $ 237,781 $ 3,831,276
Total Result $ 23,097,430 ### $ 4,025,842 ###
-
 Cumulative sales by property type for each realtor during the four-month
period
25,000,000

20,000,000
sellin

price
Sum

mil
per

15,000,000
of

Type Commercial
Land
10,000,000
Residential

5,000,000

Realtors
Sum - Selling Price County
Realtor Buncombe Cleveland Henderson McDowell Polk
Arturo James $ 1,129,688 $ 319,916 $ 583,438 $ 22,000
David Pullen $ 67,875 $ 157,500
David Willis $ 3,160,344 $ 2,136,033 $ 846,250 $ 514,909
Eun Jung Bae $ 743,328 $ 159,958 $ 2,874,030 $ 54,539 $ 67,500
Hal Keefer $ 1,257,391 $ 49,831 $ 83,625
Jon Dolan $ 218,830 $ 536,844
Marcus Jackson $ 212,727 $ 151,500 $ 950,000 $ 104,066
Megan Cooper $ 737,344 $ 105,906 $ 69,375
Melanie Aaron $ 167,491 $ 176,250 $ 118,650
Mitch Davis $ 122,234 $ 1,076,527 $ 197,300 $ 317,500
Nicole Ashby $ 299,938 $ 241,750 $ 597,265 $ 69,078
Pete Jacobs $ 1,161,313 $ 1,999,150 $ 40,938 $ 582,907
Total Result $ 8,021,110 $ 4,820,775 $ 6,865,872 $ 2,825,667 $ 1,949,611
 Cumulative sales by county for each realtor during the four-month
Rutherford Total Result period
9,000,000.00
$ 365,060 $ 2,420,101
$ 142,738 $ 368,113 8,000,000.00
$ 6,657,536 7,000,000.00
$ 3,899,355
6,000,000.00
$ 3,872,375 $ 5,263,222
$ 755,674 County Bunc

price per
5,000,000.00

Sum of
selling
$ 102,105 $ 1,520,398 Cleveland
4,000,000.00 Henderson

mil
$ 70,000 $ 982,625 McDowell
$ 404,879 $ 867,270 3,000,000.00 Polk
$ 1,150,000 $ 2,863,562 2,000,000.00
Rutherford
$ 1,208,031
1,000,000.00
$ 46,969 $ 3,831,276
$ 6,154,126 $ 30,637,161 -

Realtors
r during the four-month

County Buncombe
Cleveland
Henderson
McDowell
Polk
Rutherford
Realtor Count - Realtor
Arturo James 12 Cumulative number of sales transactions for each realtor dur
David Pullen 4 month period.
120
David Willis 13
Eun Jung Bae 8 100
Hal Keefer 9 80
Jon Dolan 5

ons
nsa
mb
Nu

sal

tra

cti
of

es
er
60
Marcus Jackson 7
Megan Cooper 7 40
Melanie Aaron 7 20
Mitch Davis 7
0
Nicole Ashby 9
Pete Jacobs 11
Total Result 99
Realtor
s
for each realtor during the four-

Count - Realtor
Month Selling Price Type Realtor RealtorID County
October $ 157,500 Commercial David Pullen 101 McDowell
January $ 88,800 Commercial David Pullen 101 Rutherford
November $ 67,875 Commercial David Pullen 101 Buncombe
November $ 53,938 Commercial David Pullen 101 Rutherford
October $ 2,989,500 Commercial David Willis 102 Buncombe
November $ 2,027,375 Commercial David Willis 102 Henderson
January $ 505,000 Commercial David Willis 102 McDowell
January $ 242,500 Land David Willis 102 McDowell
January $ 236,300 Commercial David Willis 102 Polk
October $ 127,250 Residential David Willis 102 Polk
November $ 108,125 Commercial David Willis 102 Buncombe
October $ 100,000 Land David Willis 102 Polk
November $ 98,750 Residential David Willis 102 McDowell
January $ 64,400 Residential David Willis 102 Henderson
November $ 62,719 Commercial David Willis 102 Buncombe
December $ 51,359 Commercial David Willis 102 Polk
January $ 44,258 Land David Willis 102 Henderson
October $ 3,014,750 Commercial Hal Keefer 103 Rutherford
January $ 717,000 Commercial Hal Keefer 103 Cleveland
October $ 585,000 Commercial Hal Keefer 103 Rutherford
December $ 288,422 Commercial Hal Keefer 103 Cleveland
November $ 272,625 Land Hal Keefer 103 Rutherford
December $ 204,469 Land Hal Keefer 103 Cleveland
November $ 83,625 Residential Hal Keefer 103 Polk
December $ 49,831 Commercial Hal Keefer 103 McDowell
November $ 47,500 Residential Hal Keefer 103 Cleveland
December $ 536,844 Commercial Jon Dolan 104 McDowell
January $ 81,117 Commercial Jon Dolan 104 Buncombe
December $ 50,158 Commercial Jon Dolan 104 Buncombe
January $ 45,680 Land Jon Dolan 104 Buncombe
December $ 41,875 Commercial Jon Dolan 104 Buncombe
October $ 403,500 Commercial Arturo James 105 Buncombe
November $ 368,938 Commercial Arturo James 105 McDowell
October $ 365,060 Land Arturo James 105 Rutherford
January $ 287,000 Commercial Arturo James 105 Buncombe
October $ 275,000 Residential Arturo James 105 Henderson
December $ 218,000 Commercial Arturo James 105 Buncombe
October $ 214,500 Residential Arturo James 105 McDowell
November $ 98,156 Commercial Arturo James 105 Buncombe
January $ 66,000 Residential Arturo James 105 Buncombe
December $ 57,031 Commercial Arturo James 105 Buncombe
January $ 44,916 Residential Arturo James 105 Henderson
January $ 22,000 Land Arturo James 105 Polk
December $ 950,000 Commercial Marcus Jackson 106 Henderson
January $ 164,211 Commercial Marcus Jackson 106 Buncombe
October $ 151,500 Residential Marcus Jackson 106 Cleveland
January $ 102,105 Residential Marcus Jackson 106 Rutherford
December $ 60,316 Commercial Marcus Jackson 106 Polk
January $ 48,516 Residential Marcus Jackson 106 Buncombe
November $ 43,750 Residential Marcus Jackson 106 Polk
January $ 445,000 Commercial Megan Cooper 107 Buncombe
January $ 245,000 Commercial Megan Cooper 107 Buncombe
October $ 70,000 Land Megan Cooper 107 Rutherford
November $ 69,375 Residential Megan Cooper 107 Polk
November $ 55,000 Commercial Megan Cooper 107 Henderson
November $ 50,906 Land Megan Cooper 107 Henderson
December $ 47,344 Land Megan Cooper 107 Buncombe
October $ 354,600 Land Melanie Aaron 108 Rutherford
November $ 176,250 Commercial Melanie Aaron 108 Cleveland
November $ 118,650 Residential Melanie Aaron 108 Polk
January $ 60,559 Residential Melanie Aaron 108 Buncombe
December $ 59,663 Residential Melanie Aaron 108 Buncombe
January $ 50,279 Land Melanie Aaron 108 Rutherford
January $ 47,270 Commercial Melanie Aaron 108 Buncombe
October $ 2,671,500 Commercial Eun Jung Bae 109 Henderson
November $ 697,875 Commercial Eun Jung Bae 109 Buncombe
November $ 202,530 Land Eun Jung Bae 109 Henderson
November $ 80,633 Commercial Eun Jung Bae 109 Cleveland
November $ 79,325 Land Eun Jung Bae 109 Cleveland
January $ 67,500 Residential Eun Jung Bae 109 Polk
January $ 54,539 Land Eun Jung Bae 109 McDowell
December $ 45,453 Residential Eun Jung Bae 109 Buncombe
January $ 1,150,000 Residential Mitch Davis 110 Rutherford
November $ 1,033,688 Land Mitch Davis 110 Cleveland
October $ 221,750 Commercial Mitch Davis 110 Polk
October $ 197,300 Residential Mitch Davis 110 Henderson
December $ 122,234 Residential Mitch Davis 110 Buncombe
October $ 95,750 Residential Mitch Davis 110 Polk
January $ 42,840 Commercial Mitch Davis 110 Cleveland
October $ 312,500 Residential Nicole Ashby 111 McDowell
January $ 163,500 Commercial Nicole Ashby 111 McDowell
November $ 156,313 Commercial Nicole Ashby 111 Henderson
November $ 130,875 Commercial Nicole Ashby 111 Buncombe
November $ 121,265 Residential Nicole Ashby 111 McDowell
January $ 95,000 Land Nicole Ashby 111 Buncombe
November $ 85,438 Commercial Nicole Ashby 111 Henderson
November $ 74,063 Commercial Nicole Ashby 111 Buncombe
December $ 69,078 Commercial Nicole Ashby 111 Polk
October $ 1,355,750 Commercial Pete Jacobs 112 Cleveland
October $ 970,500 Commercial Pete Jacobs 112 Buncombe
October $ 505,250 Commercial Pete Jacobs 112 Cleveland
January $ 486,800 Commercial Pete Jacobs 112 Polk
January $ 138,150 Land Pete Jacobs 112 Cleveland
January $ 129,000 Residential Pete Jacobs 112 Buncombe
November $ 61,813 Residential Pete Jacobs 112 Buncombe
November $ 54,688 Commercial Pete Jacobs 112 Polk
November $ 46,969 Residential Pete Jacobs 112 Rutherford
January $ 41,420 Commercial Pete Jacobs 112 Polk
December $ 40,938 Land Pete Jacobs 112 Henderson