Analyze Sales by Month and Region with Pivot Tables in Excel

Analyze Sales by Month and Region Using Pivot Tables

Pivot tables are perfect for analyzing structured sales data. Here’s how to summarize sales by month and region and calculate profit margin:

Steps:

1. Insert a Pivot Table on your data.
2. Drag Date into Rows → Right-click and group by Months.
3. Drag Region into Columns.
4. Drag Sales and Cost into Values.
5. Add a Calculated Field: (Sales - Cost) / Sales

This gives a clean and powerful monthly sales report by region, including margin!