Pivot Tables

As always, we work with Affluence Financial Planning. (the most exciting company ever!)

This video shows where the data we’re working with comes from. Affluence Financial sends brief surveys out to their customers to review their services and the data is logged in the CRM. From there, it syncs daily with Analytics.

This is the data we work with in these videos. However, the basic principles for building Pivot and Summary tables are the same across any business or industry.

The only requirement for working with these tables is that you do need data of some kind. That may come from your own business you already work with, or, if needed, follow my lead and use generatedata.com to fill in your demo system.