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Excel pivot tables provide an
excellent way to analyze data. There are hard to construct but easy to use.
Motive Power does the hard part for you. The sample shown will let you
analyze sales using any of 30 fields to sort and subtotal the data. This
table requires Microsoft Excel 2000 or later. Let's see how it works.
Click
here to download a sample of the Invoiced Sales Pivot Table. You may
prefer to print this page using File|Print before looking at the model if
you have a small screen.
When the Excel workbook is open,
click on Pivot on the lower left. (If you run the sales analysis from within
Motive Power, this will be done for you.) We see the default Motive Power
pivot table. You can see that the data is broken down first by job title,
the vehicle make and then vehicle model.
How do we do a different analysis?
To to see sales for each technician, scroll down the Pivot Table Field list
on the right until we see Tech. Drag the word Tech to the first position on
the left, to where it now says Title. Your sales figures now show, using
Tech as the primary sort. If we want to see how each Tech does on each make
we can see it easily. Drag the Title and Make heading and drop them back in
the Pivot Table field list. Now we see how our dollars break down for each
tech for each makes of vehicle that tech worked on for the period being
analyzed.
Let's add Operations to the
analysis. Find Op in the Pivot Table Field list and drag it over and drop it
between Tech and Make. Operation is more of a skill level breakdown that you
set inside Motive Power to tell it which Techs should be assigned to which
jobs. We can look at sales for a single day by clicking on the date paid
dropdown. Pick the first date, 5/22/01 to see what happened that day.
Look at the items in the Pivot
Table Field list and think about the combination you might be interested in.
You could check your information to see how a service writer does in
different zip codes. There may be a difference by age of vehicle. Perhaps
someone is really good with pickup owners but does not get the same profits
from sedan owners.
No one but you, the shop owner or
manager, can know what you want to figure out. The Pivot Table gives you a
really good way to do that. In addition, your data is in Excel. It can be
graphed by clicking on the graph icon. You can also share the data with your
accountant, advisor or twenty group by saving it in any of the over 30
formats offered in Excel. |