Okay, I'm going to create a pivot table. And I want to see each of these contractors that we have here, broken out by their subtotal for the dollar amounts that they're paid during this year. Do I need to exclude anybody who didn't make $600 or more. Also, if they were paid on square is in this visa, we're going to exclude those payments as well from the 1099 miscellaneous. Okay, so I verify that my data set has no blank rows, there's no total row. So I can start off by selecting one cell, click Insert, Pivot Table, and I typically will just put on a new worksheet which will appear to the left of the given worksheet.

So begin with putting in the first condition that you want to see in the report and we're going to break it up by names. Okay, that's the list of all of the names. Then the second thing we're gonna do is bring in the amount drag the amount into the value And that has already calculated the total amounts here. If I want to see how many transactions there were, I can drag them out a second time. And then right click and go into the summarize values by count. And this will tell us that we had eight transactions for Brian Mattson there.

And let's just just verify that I'm going to do a quick data tab. Filter. And take a quick look at Brian Madsen here and there should be eight of those. These are the dollar amounts 558 50. Let's verify that I can see 58 Perfect. Now to remove the count.

I can drag that out here. Okay, now I want to exclude anybody that's less than 600. So for example, James Woods, I don't want to see James Woods any longer here. So I go to row labels. Value filters and then say is less than or equal to 600. Oh, gosh, wrong one.

Let's take that off here. Clear filter. Value filters. I did label filters, value filters. Let me do less than because I want 600 to show up if a case 600. Okay, and I just realized let's flip that around here.

I should have done greater than I'll get this right here this third time. There we go. Okay. Now, some of these include, some of these include the visa so if I drag transaction type two columns, okay, I'm going to see that Okay, let's check. Okay, nevermind, let's, let's take this out here it was, would have been the split. There we go.

So it was Jim Smith was getting paid on the visa. And so here's his grand total. But I really want to report just the what came out of the either the checking account or the frost account here. So I can go into the column labels, take out the visa, to just include those in there. So these are the values that I would be looking at right there for that. Okay, I can right click, and do a sort largest to smallest.

To see that scenario here. Awesome. I also want to do a quick scenario scenario where I change the pivot table, I go design and pick a different color that I like, as well and so that is a quick pivot table, giving me the information I will want to see. Lastly, if I want to right click I can go into number format, be able to change the currency or accounting style format as you'd like for for all of those there.