Best Practices and Recommendations

Pivot Tables in Google Sheets

Frank Sumanski

Founder, SpreadsheetAllstars.com

Best practices for selecting pivot table fields

- Rows & Columns

  • Descriptive Fields: Non-numerical fields such as Industry, Year, or Product Type
  • Use these fields to sort and organize data

- Values

  • Measurements: Numerical categories such as Revenue, Profit, or Inches of Rainfall
  • Use these fields to perform mathematical calculations
Pivot Tables in Google Sheets

When not to use a pivot table

- Small Datasets

  • Consider using Sort, Subtotal, & Filter

- Strict Formatting

  • Precise control of layout and formatting may not be available with a pivot table
Pivot Tables in Google Sheets

Let's practice!

Pivot Tables in Google Sheets

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