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Google Sheets Tips

How to Reopen Pivot Table Editor in Google Sheets

Pivot tables can be powerful tools to display and use data in a spreadsheet.

However, sometimes they need to be edited in order for their full potential to be realized. This article will explain how to reopen the pivot table editor once you have closed it after the initial opening. 

To begin, you must have a pivot table. For help building it, check out our article on pivot tables in Google Sheets. Below is our pivot table that we will be editing. 

Pivot Table in Google Sheets
Pivot Table in Google Sheets

To reopen the pivot table editor is a simple process. All you have to do to reopen it and begin making changes to your pivot table is to click inside the table, and find the pencil icon in the corner that expands to say edit. Below shows a picture of the icon.

Edit Pivot Table in Google Sheets
Edit Pivot Table in Google Sheets

Clicking the icon will open up the editor once again, allowing you to rework your pivot table in any way you need. 

Pivot Table Editor in Google Sheets
Pivot Table Editor in Google Sheets

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Why use a Pivot Table in Google Sheets?

Pivot tables are one of the most useful tools in a spreadsheet as they allow users to summarize and analyze large datasets easily by rearranging and aggregating data based on different criteria. Examples of how you can effectively use a pivot table are below:

Data Summarization: Pivot tables help in summarizing and aggregating large sets of data quickly. Instead of manually sorting and calculating data, a pivot table can automatically organize and present the information in a concise manner.

Flexibility: Pivot tables provide a flexible way to view and analyze data from different perspectives. You can easily change the layout and rearrange fields to see the data in various ways, making it easier to identify patterns and trends.

Quick Analysis: Pivot tables allow for quick and dynamic analysis of data without the need for complex formulas or manual sorting. Users can drag and drop fields to create different views, enabling a speedy exploration of data. This makes a pivot table a much more user friendly method of analyzing data.

Data Filtering: You can filter data within a pivot table to focus on specific subsets of information. This is particularly useful when dealing with large datasets, allowing you to hone in on specific criteria or conditions.

Calculations and Aggregations: Pivot tables support various calculations and aggregations, such as sum, average, count, minimum, and maximum. This makes it easy to derive meaningful insights from numerical data.

Automatic Updates: Pivot tables are dynamic, therefore when any of the source data is updated, so is the pivot table. This ensures that your analysis is always based on the latest information. 

Enhanced Visualization: Pivot tables can be accompanied by visualizations, such as charts and graphs, to provide a more intuitive representation of the data. This helps in conveying insights to stakeholders more effectively.

Other Ways to Visualize Data in Google Sheets

Data visualization is one of the most necessary parts of working in accounting and finance.

Any stakeholders, whether internal or external, will appreciate a succinct and clear view of the data they are interested in.

With LiveFlow, we have pre-built financial dashboard templates that automate much of the work required in building visualizations for your stakeholders. This will allow you to create simple yet meaningful dashboards in less time than ever before! To learn more, book a demo

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Learn how to do this step-by-step in the video below 👇

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