Okay, I'm going to create a pivot table off of these expenses here. So first, we're going to click Insert table. That's because later down the line, we're going to bring in additional expenses for December. And we would like to update the pivot table with those new records here. So this has 11 months of data from 2018. As you can see here are categories.

And we're going to figure out which category we spent the most money on. Okay, so the first step would be to select one cell within your data set, go up to insert pivot table, and you'll get the pivot table field list. From here, start off and drag the category that you'd like to work with into the rows and you'll see a list of each of the categories here. Then it can calculate a sum of those dollar amounts if I drag amount into the balance So just like that, we can start to see, you know, software's pretty high cost a good soul is pretty high advertisings high, but what is our highest value, so I'd like to see a percentage, I can drag amount a second time into values. And I get it there twice, but I can just right click and do show values as percent of grand total.

And that can really help us calculate and see that our labor is the highest 49% followed by 11%. And Rep. Hmm. gonna drag this off page here to get back on the set here. Another thing we can do is we can right click and we can get into number format. And this will allow us to choose a format that we like zero decimals currency. Awesome.

Okay. Next, let's see if we can create A chart to break these items down by monthly values. Okay, so what I'd like to do next is create a pivot chart and go up to the Pivot Table Tools, Analyze tab and select pivot chart. And we can go with the first one right there is fun. All right, so now what I like to do is I'd like to see a monthly, monthly how it's being spent on a monthly basis going across. Okay, so that means I've got to add date into the legend series.

And after I do that, it's going to give me a breakdown of months and older versus Excel, you might not get that right off the bat. And if you didn't, it's just a matter of going up to the Analyze tab and grouping The field by months. So in my case, I just want to group it by months, not days. There we go. Okay, it's kind of hard to see with all that. So let's just focus on one particular environment at a time here.

So rather than coming into the row labels and checking and unchecking, a great way to do that is with a slicer, I can go to pivot table tools, analyze and select Insert slicer off of those categories. And I can start to go through and see each each dollar amount that we spent on this here, and some interesting patterns might come across here. Let's look at rent. Okay, and so rent is really wild here. We've got seven 25 all the way across the board till we get to November. Got to So what happened?

Did they write two checks in November? Well, let's go find our December expenses and go down to December. And I see some rent already in December. So that leads to kind of wondering what's wrong what's going on here. So I'm going to copy this. Go back to the original table, that our pivot tables been fed into the pivot table the table and paste it.

Okay, now, that means that the table grew our pivot table doesn't see it yet. So anytime you add new records to the original data set that's coming from you've got to right click and refresh the pivot table. Okay. So our suspicions are getting in more senior where things are going. So we've got the rent has that double red. So what we should do now is find out what happened there.

So I'm going to double click on November, it opens up a new work sheet to the left and you can see that just we have two rent checks, one going out the 28th one going out the fifth. So that is that is the problem there. So we would just go back and check on and verify us if we need to get a credit or what what cases look further investigation is needed for that. Okay. Okay, so, moving on. With that, let's now learn how to bring in categories.

So I'm going to delete this pivot part for just a quick second here and let's bring in The actual vendors have this Okay, so I'm going to take the date out, and just take it out like that. And let's bring in the vendors. So I'm going to drag vendors into the columns. Okay, and then let's bring date down below into the rows. And this is another way to see the data set here. So you can start to see that that looks good.

Then boom, there's that there's that problem right there with November. Okay, let's take a look at just different scenarios here, you can start to see pretty, pretty powerful stuff here. These slicers here, how it's working here. Okay, I can clear that out. Anytime I select that, and that's a that's a lot of Data Sets there. So let's drag vendors underneath category take out date.

And here's another interesting way to see a record set broken out in a nice, nice effective manner there. Maybe you want to see how your advertising was during this particular campaign that you ran for a date frame. So if I wanted to go up to analyze, I could add a timeline off of the date. And if we had a summertime advertising, promotion, we can go through here and stretch this out to show these three months here. And if I want just to see advertising, I click that see how we did there. We can break out even more specifically into days if necessary.

Say it started on June 4. And ended on 19th. There you can, you can see or I can just drag like that to see some of the data sets, if it were changing on that. So this is a slicer here. Typically it can be years quarters months or or days. So quarter one, quarter two, quarter three, some really powerful stuff.

They're combining that with a slicer as well. To get you some really interesting sets of data they're bringing back to the record set of the chart. I'm going to bring in a pie chart here I'm going to analyze, pivot chart, do pie chart. There we go. So I've got all these different settings here. And there we go.

Lastly, updates. Pivot Table cannot be manipulated. So in other words, I can't go into this number and change it. The only parts of a pivot table that you can change would be the labels. So where you see labels, I could come over here and just call it name if I wanted to. And that would update there as well.