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When working with Excel 365, it's common
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to deal with large volumes of data. One
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useful technique is summarizing data to
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highlight the highest values, which can
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be important for performance
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comparisons, business analysis, or
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In this video, we'll focus on how to use
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a pivot table to identify the maximum
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value in a data set. To start, suppose
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we want to find out which salesperson
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achieved the highest transaction value
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in a given month. Begin by inserting a
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pivot table from your data set. Then
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drag the field for salesperson names
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into the rows area so that each
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salesperson appears individually in the
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report. Next, to analyze the transaction
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values, drag the transaction amount
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field into the values section of the
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pivot table. By default, Excel will
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summarize this data using the sum
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function. However, since we are
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interested in the highest value, we need
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to change the summary function. Click on
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the value field settings and choose max
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instead of sum. Once this adjustment is
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made, the pivot table will display the
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highest transaction amount achieved by
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each salesperson. For example, you might
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see that Alice Newan has a maximum
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transaction value of 1 to 550.
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This same method can be applied to
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analyze data by other criteria. For
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instance, you can drag the region field
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into the rows section to compare the
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highest transaction value across
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different regions. The pivot table will
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then show the maximum value associated
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with each region, giving a quick
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overview of where the largest sales are
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occurring. Using the max summary
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function in a pivot table provides a
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fast and effective way to pinpoint top
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performances within your data. Whether
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you're analyzing staff products or
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regions, this approach helps you focus
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on the most significant results. This is
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a simple but powerful technique in Excel
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365 to help you gain insights from your
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data by identifying maximum values
