Pivot Tables - How to generate a monthly or quarterly or yearly summary report with excel

in today's video I want to show you how to make monthly yearly or quarterly reports using pivot tables Microsoft Excel first of all the data has to look like a dozen the screen here it's very important that your your field names are on the first row then teacher after that is a different record I'm each column has a different feel now know this column a is a date field and every single transaction everything go of your is that the paper field with an entire column guy that's really important now that it would be consistent needed saffir this exercise twerk let's make a pitiful so I'm gonna cook in cell a1 and I'm a pic on the Insert menu up top insert and over here about him if he or and then with the computer table Graham now on the screen your heart you have to change anything because usually you're describing the proper range for your in this case it did and then I'm gonna quit that punitive or any worship so we're quicker coca oca now here we are in this screen we're gonna go the military or for small but senator won the fight this division are reported those mission down into their own label and you can see ish different destination became a different row in the pivot table and now the Colorado normally could be any other feel for example if I wire to be a I i crossed how to train a destination and the office SFIO then I would use the office still has my column wave of and you can see how come now we have a cross-reference by destination then my office remove the office back up from the problem feel however if you wanted by D then you're gonna pick in the dude feel I I will pick up the movie in the column headed now you can see that we haven't but each individual day wait very soon I'll show you have to do it by a month quarter and bar year now if you want members in your paper take your pick some kinda number fewer moving to the values area so pick up to it or and move into the guys area and now we actually have a cross ref I cross-reference summary report by investigation and by individual back now let me show you how to do it arm of BMO quarter and by your on the right click on this first day raise your and i'm looking for. now get this only works if that fuel have been completely dates all the way through the call first two are considered pick a different date range it's so you want last week or last month or whatever that there should be you can change that here and no standing here if it were trying field I can summarize by second minute or hour but since it's a date field I can do abide a team of quarter or year month is already chosen for on a cooking okay and just like that now we have a summarized by month watch how we did it together on the right click on Jan only go back to group knows how you really can do it by day *** quarter or year analyst in your the star and now some rice by your and that's how I only have 1999 2000 2011 because that's all they did I have my original spreadsheet if you have the other years the realest there as well now let's say you with it by by year and by Mark at the same time on it right click on 1999 on Flickr group now you can pick more than one of these as many as you want as matter fact Oregon months and year at the same time okay okay and now that is what we have we have broken down first by year and them I'm off within the year and I have hardly one more step after that all right click on 1999 and then pick on some 20 years and here we are just a few minutes later and we already have a summer reporter by destination by individual ma of and then I love the whole year is summarized as well every have just a great reporter after a few minutes now what if you show this to your boss your your department head and they say well this is a great reporter but can you missing report by our office as well to look along with a row or pick up dust emission from the Royal a lot and have drop feels and a pic of the office you have a dry in thorough label and now I have the same exact report by our office rather than by destination where if I wanted by Commissioner I'm gonna pick up office in the back of your a pickup Commission and move back there a little so want to have this setup I can move any fear that if they were able to get a separated by ma of and then by your for that for that if you're some pretty quickly we were able to get a tremendous report the sunrise by MoEF order and your Excel review