The following section demonstrates how to process data from Kanpla Administration and create a pivot table.
Note: You need to extract a list from Kanpla first before converting it into a pivot table. You can check the guide: How to pull a list from Statistics in Kanpla
1. Prepare Your Data
Make sure your data is organized in a table format. Each column should have a header (like “Date,” “Sales,” “Product,” etc.), and there should be no blank rows or columns within the data.
2. Select Your Data
Highlight the range of data you want to analyze. This includes both the headers and the rows of data.
3. Insert a Pivot Table
In Excel:
Go to the Insert tab in the toolbar.
Click on PivotTable.
In Google Sheets:
Go to Data in the menu.
Click on Pivot Table.
4. Choose Where to Place the Pivot Table
A pop-up will appear asking where you want to place the pivot table.
You can either place it in a new worksheet or in an existing worksheet.
Click OK.
5. Set Up the Pivot Table
Once the pivot table window opens, you’ll see a list of fields (columns) from your data.
You’ll also see areas like Rows, Columns, Values, and Filters. Here’s how they work:
Rows: Drag the field you want to use for the rows of your pivot table (e.g., “Product” or “User Name”).
Columns: Drag a field you want to use as columns (e.g., “Date”).
Values: Drag a numeric field (like “Price” or “Number of products ”) that you want to summarize.
Filters: You can drag fields here to filter your data (e.g. “Module” or “Salesplace”).
6. Analyze Your Data
As you drag and drop fields, the pivot table will automatically update, allowing you to summarize and analyze your data from different perspectives.
7. Adjust and Format
You can format the values, change the summary function (sum, count, average), and adjust the layout by moving fields between the rows, columns, and values.
Example:
If you have sales data with columns like Product, Date, and Number of products, you could:
Drag Product to the Rows area.
Drag Date to the Columns area.
Drag Number of Products to the Values area to get a summary of sales for each product by date