Module 1 · Excel that does not fall apart Lesson 3 of 15
Pivot tables and charts
A pivot table groups and summarises without formulas. It is the fastest honest answer to "how many, per month, per category".
Worked example
Drop Month into Rows, Category into Columns and Amount into Values and you have a monthly-by-category report in about ten seconds.
Your practice task
Pivot your own dataset by month and by category, and add one chart that makes the trend obvious without explanation.
Do this before moving on. Reading a solution teaches the shape of it; typing it teaches you.
Key takeaway
A pivot table groups and summarises without formulas. It is the fastest honest answer to "how many, per month, per category".
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