Pivot Tables in Airtable Interfaces & Dashboards
This tutorial demonstrates how to add and configure pivot tables in an Airtable dashboard interface, using a sales table as an example. It covers building a new interface, selecting a sales table, and pre-building charts and graphs. The video then guides viewers through customizing a pivot table to display sales data by client and date, including creating a formula for year and month groupings. Further customizations such as summarizing sales by amount, analyzing sales data by month to identify peak months, and sorting data for insights into sales performance are shown. Additionally, it details adding a salesperson field to analyze sales by individual salespeople and filtering data by specific years for focused insights. The tutorial aims to offer detailed insights into business data and sales performance through effective use of pivot tables in Airtable.
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Table of Contents 📖 ⬇️
0:00 What I cover
1:04 Configuring the Pivot Table for Insights
1:54 Enhancing Data Insights with Custom Fields
2:15 Analyzing Sales by Year and Month
4:00 Further Data Insights: Total Sales by Month
5:21 Advanced Analysis: Sales by Salesperson
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Airtable - https://airtable.com/invite/r/J30Mmrmc
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#zackstevenson #Airtable #pivottables
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