The presentation of this screen will be different if you are using Excel 2007 or Excel 2011 for Mac, but this shouldn't make any difference to the next steps in this lesson. Then you'll see the PivotTable Field List (or PivotTable Builder on Excel for Mac) and under that the field layout area (I've shown them side by side here).

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Need to further analyze your Stitch data? If you or someone on your team is spreadsheet-savvy, consider using the pivot table function. • • • • Pivot Tables Explained Pivot tables are a tool for aggregating spreadsheet data according to your own custom rules. They can be applied on spreadsheets that consist of column headers with rows of data filled in beneath. Pivot tables work best on unformatted data where all rows are filled in (unless the data for a particular cell does not exist). In this example, we'll apply a pivot table to the Payment History Report: In the example above, note that the only missing cells are for PO Num.

This is because not all orders have a PO Num. Google Drive To build a pivot table in Google Drive, select the data to be included then click Data > Pivot table. Use the Add field buttons to select a row to aggregate data by and a value to aggregate. In this example, payment Amount is being aggregated by Contact.

To include a breakdown by another field across columns, click Add field in the Columns section then select the field. In this example Payment Amount is being broken down by Payment Method across columns and by Contact across rows. Excel for Mac To build a pivot table in Excel (for Mac), select the data to be included. Navigate to the Data ribbon, click the arrow next to the Pivot Table icon then click Create Manual PivotTable. From the PivotTable Builder, select Fields to be included. By default, fields are added to the Values box. Drag the Field you want to distribute across rows into the Row Labels box.

To add a set of columns based on another field, first check mark that Field, then drag it from the Values box into the Column Labels box. Using Excel on a PC? Learn more about pivot tables at. Use Cases In the above example, the Payment History Report was pivoted to sum Payment Amounts by both Contact and Payment Method. Other use cases for pivot tables with Stitch reports include: Shipment Summary Report Find out how many orders you've shipped with each carrier and how much you've spent with each carrier. Row: Carrier Value: Cost (SUM), Order ID (COUNT) Outstanding Invoice Report Find out how much your customers with outstanding invoices owe you.

This is useful when a single contact may have multiple outstanding invoices. Row: Contact Value: Balance (SUM) Variant Listing Associations Find out how many listings you have linked to each variant, overall or by sales channel. Row: Variant Column: Sales Channel Value: Listing Name (COUNT) For more spreadsheet tricks, read about.

Screenshots taken on 2016-03-29 in Microsoft Excel for Mac 2011 and in Google Sheets.